## **Trustees' Annual Report for the period**
Period start date Period end date 30 Sept 2020 1 Oct 2021
**From**
**To**
## Section A Reference and administration details
**Charity name** Pocklington District Heritage Trust
**Other names charity is known by Registered charity number (if any)** 1192342 **Charity's principal address** Greenhurst Hey, Wold Road Pocklington East Yorkshire **Postcode YO42 2QG**
## **Names of the charity trustees who manage the charity**
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Name of person (or body)
Dates acted if not for
Trustee name Office (if any) entitled to appoint trustee
whole year
(if any)
1 Philip Gilbank Chairman
2 Grahame Hick Secretary
3 Andrew Sefton Treasurer
4 Susan Lang Vice-Chair
5 Alfred Halkon
6 Thomas Bond
7 Joanna Green
Sheena
8
McNamee
9 Michael Francis
10 Andrew Goodwin 30.9.2020-26.2.2021
11
12
13
14
15
16
17
18
19
20
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## **Names of the trustees for the charity, if any, (for example, any custodian trustees)**
**Name Dates acted if not for whole year**
March **2012**
**TAR**
1
## **Names and addresses of advisers (Optional information)**
**Type of adviser Name Address**
## **Name of chief executive or names of senior staff members (Optional information)**
## **Section B Structure, governance and management**
## **Description of the charity’s trusts**
Type of governing document
Constitution
- (eg. trust deed, constitution)
The charity is a foundation model Charitable Incorporated How the charity is Organisation managed by trustees constituted
- (eg. trust, association, company)
The trustees are selected by invitation. Trustee selection methods
- (eg. appointed by, elected by)
## **Additional governance issues (Optional information)**
You **may choose** to include additional information, where relevant, about:
- policies and procedures adopted for the induction and training of trustees;
- the charity’s organisational structure and any wider network with which the charity works;
- relationship with any related parties;
- trustees’ consideration of major risks and the system and procedures to manage them.
## **Section C Objectives and activities**
March **2012**
**TAR**
2
To advance the education of the public in the history and heritage of Pocklington and its hinterland; in particular, but not exclusively, by establishing and operating a permanent museum **Summary of the objects** and collections for public presentation, protection and **of the charity set out in** conservation of heritage assets, and the promotion of research, **its governing document** the useful results of such will be published for the public benefit. Discussions with building developers, unitary authority, archaeologists and Museum Development Yorkshire to safeguard archaeological archives and prepare for museum creation.
Preparing policies and joining heritage organisations. Negotiating a bank account.
Holding regular trustee meetings and developing trustee roles and responsibilities.
**Summary of the main** Branding and promotional activity. **activities undertaken for the public benefit in** History research and publishing and distributing findings and **relation to these objects** local heritage news. Displaying information and artefacts at **(include within this** public events. **section the statutory declaration that trustees** Planning for future projects, publications and initiatives. **have had regard to the guidance issued by the Charity Commission on public benefit)**
## **Additional details of objectives and activities (Optional information)**
March **2012**
**TAR**
3
You **may choose** to include further statements, where relevant, about:
- policy on grantmaking;
- policy programme related investment;
- contribution made by volunteers.
Section D Achievements and performance
March **2012**
**TAR**
4
## Section D Achievements and performance
The trust was unable to progress matters relating to premises **Summary of the main** for a museum during the year because of East Riding of **achievements of the** Yorkshire Council pausing all property discussions due to **charity during the year** lockdown. Therefore our energies were directed into establishing our new charity and engaging with the public via events and social media.
Establishing the trust has included:
Submitting policies regarding child protection & safeguarding, equality, complaints and health & safety; which enabled the trust to gain East Riding Minimum Organisation Standards accreditation from East Riding of Yorkshire Council.
We became a member of the Association of Independent Museums and British Association of Local History and arranged public liability insurance through them.
We attended regular quarterly forum meetings with Museum Development Yorkshire to work towards applying for Arts Council Museum Accreditation.
We have developed clear trust branding and logos for publications and correspondence, and established a trust website – pocklingtondistrictheritage.org (Aug 2021) – and a Facebook Page (Jan 2021) which has both distributed and received information and answered questions and requests.
Opportunities for engaging and informing the public face to face were limited by lockdown, but we put on pop-up museum displays in July and August 2021 at which we gave explanations, answered public questions and distributed leaflets about the area’s prehistoric history and landscape.
We have continued to research the district’s history and publish articles and information. Individual trustees have given talks to local groups, both in person and online.
## **Section E Financial review**
March **2012**
**TAR**
5
## **Brief statement of the charity’s policy on reserves**
**Details of any funds materially in deficit**
The trust has to make a ‘nil return’ in regard to financial matters due to an exceedingly frustrating delay in being able to open a bank account.
We began efforts to open an account as soon as the trust was established in Oct 2020, and met an HSBC Bank representative in June 2021. They indicated that our account should be functioning in 2-3 weeks but despite numerous prompts and reminders this had not happened by the end of the reporting period.
The trust has no financial deficits.
## **Further financial review details (Optional information)**
You **may choose** to include additional information, where relevant about:
- the charity’s principal sources of funds (including any fundraising);
Due to the delay in obtaining a bank account, all activities in the trust’s first year of operating have been achieved by volunteer input or the goodwill of local business. This has enabled us to carry out our objectives in the interim in educating and informing the public without income or expenditure.
- how expenditure has supported the key objectives of the charity;
- investment policy and objectives including any ethical investment policy adopted.
## **Section F Other optional information**
## **Section G Declaration**
**The trustees declare that they have approved the trustees’ report above.**
**Signed on behalf of the charity’s trustees**
**Signature(s) Full name(s)** Philip GILBANK
March **2012**
**TAR**
6
**Position (eg Secretary,** Chair **Chair, etc) Date** 27.07.2022
March **2012**
**TAR**
7