2022-09-30-accounts

Trustees’ Annual Report for the period

From 1 October 2021 To 30 September 2022

Charity name: Pocklington District Heritage Trust

Charity registration number: 1192342

Objectives and Activities

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SORP reference
Summary of the Para 1.17 To advance the education of the
purposes of the charity public in the history and heritage of
as set out in its Pocklington and its hinterland; in
governing document particular, but not exclusively, by
establishing and operating a
permanent museum and collections
for public presentation, protection and
conservation of heritage assets, and
the promotion of research, the useful
results of such will be published for
the public benefit.
Summary of the main Para 1.17 and The trust continues discussions
1.19
activities in relation to regarding museum premises without
those purposes for the having been able to progress this to a
public benefit, in conclusion. Finding suitable premises
particular, the activities, remains a major objective of the trust.
projects or services The trust has developed its initiatives
identified in the regarding conservation of heritage
accounts. assets, including in cooperation with
East Riding of Yorkshire Council’s
Museum Service; and continued to
advance public education through
research, publishing, sharing and
disseminating information.
Statement confirming Para 1.18 Trustees are aware of the Charity
whether the trustees Commission’s guidance on public
have had regard to the benefit; and the purposes of the
guidance issued by the charity as set out in the governing
Charity Commission on document have been regarded to in
public benefit the trust’s activities, and in its future
aims and objectives. All trustees give
freely of their time and expertise.
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Additional information (optional)

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SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers Other

Achievements and Performance

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SORP reference
The trust developed its initiatives
regarding conservation of heritage
assets. This has included discussions
Summary of the main with East Riding of Yorkshire Council’s
Para 1.20
achievements of the Museum Service regarding depositing
charity, identifying the local archaeological finds. We have
difference the charity’s furthered our local relationships with
work has made to the individuals and collectors, and
circumstances of its continue to identify and record items
beneficiaries and any in our digital archive. We have further
wider benefits to society developed our keeping of heritage
as a whole. information and trust records and
policies.
The trust has engaged with, and
advanced education of, the public of
Pocklington and its hinterland of all
ages by holding heritage talks,
workshops and pop-up museum
displays in Pocklington; and
supported events and delivered talks
in nearby villages. We have
researched and published information
via social and print media; and
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distributed, contributed to and promoted national research pertaining to Pocklington. The trust’s open Facebook page, created in January 2021, has grown steadily to become a key conduit to share information and answer local heritage queries from a wide-ranging public, local and distant.

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Achievements against Para 1.41
objectives set
Performance of
fundraising activities Para 1.41
against objectives set
Investment performance Para 1.41
against objectives
Other
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Financial Review

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Review of the charity’s Para 1.21 The trust encountered considerable
financial position at the difficulty in opening a bank account
end of the period due to delays on the part of the bank.
An account was finally opened in
February 2022, and the financial
position at the end of the reporting
period was positive.
Statement explaining Para 1.22 The trust is still young and
the policy for holding developing. We currently operate with
reserves stating why a small positive bank balance and
they are held intend to continue to do so.
Amount of reserves held Para 1.22 At the end of the reporting period the
trust held £4837 surplus
Reasons for holding zero Para 1.22 Not applicable
reserves
Details of fund materially Para 1.24 Not applicable
in deficit
Explanation of any Para 1.23 We do not have uncertaincies about
uncertainties about the continuing as a going concern
charity continuing as a
going concern
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The charity’s principal sources of funds Para 1.47 (including any fundraising) Investment policy and objectives including any Para 1.46 social investment policy adopted A description of the Para 1.46 principal risks facing the charity Other

Structure, Governance and Management

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Description of charity’s The charity’s sole trust is the
trusts: Pocklington District Heritage Trust CIO
Type of governing Para 1.25 Constitution CIO governing document
document
(trust deed, royal
charter)
How is the charity Para 1.25 Charitable Incorporated Organisation
constituted? (Foundation Structure)
(e.g unincorporated
association, CIO)
Trustee selection Para 1.25 Trustees are selected by and
methods including appointed by vote of the voting
details of any members who are the trustees
constitutional provisions
e.g. election to post or
name of any person or
body entitled to appoint
one or more trustees
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Policies and procedures
adopted for the induction Para 1.51
and training of trustees
The charity’s
organisational structure Para 1.51
and any wider network
with which the charity
works
Relationship with any Para 1.51
related parties
Other
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Reference and Administrative details

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Charity name Pocklington District Heritage Trust
Other name the charity none
uses
Registered charity 1192342
number
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	Charity’s principal address	Greenhurst Hey, Wold Road, Pocklington, East Yorkshire 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)
Thomas
1 Christopher
BOND
Michael Brian
2 Palmer
FRANCIS
Philip Graham Chairman
3
GILBANK
Joanna Isabel Resigned 20.03.2022
4
GREEN
Alfred Peter
5 Machin
HALKON
Grahame
6
Robert HICKS
Susan Mary
7
LANG
Sheena
8
McNAMEE
9 Amy NUTTALL
Andrew
10
SEFTON
11
12
13
14
15
16
17
18
19
20
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Corporate trustees – names of the directors at the date the report was approved Director name None

Name of trustees holding title to property belonging to the charity

Trustee name Dates acted if not for whole year None

Funds held as custodian trustees on behalf of others

Description of the assets None held in this capacity

Name and objects of the Not applicable charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements Not applicable for safe custody and segregation of such assets from the charity’s own assets

Additional information (optional)

Names and addresses of advisers (Optional information)

Type of Name Address adviser

Name of chief executive or names of senior staff members (Optional information)

Exemptions from disclosure

Reason for non-disclosure of key personnel details

Other optional information

Declarations

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 Graham GILBANK Position (eg Chairman Secretary, Chair, etc)

Date 19.07.2023

Charity Name No (if any) Pocklington District Heritage Trust 1192342 Receipts and payments accounts

For the period Period start date Period end date To from 01.10.2021 30.09.2022

Section A Receipts and payments

Unrestricted Restricted Endowment Total funds funds funds funds to the nearest to the nearest £ to the nearest £ to the nearest £ £

to the nearest £ to the nearest £

A1 Receipts

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- - 6,801
Grants, awards and miscellaneous sales £6,801.00
- - - -
- - - -
- - - -
- - - -
- - - -
- - - -
- - - -
6,801 - - 6,801
Sub total (Gross income for AR)
A2 Asset and investment sales,
(see table).
- - - -
- - - -
Sub total - - - -
Total receipts 6,801 - - 6,801
A3 Payments
Expenses & miscellaneous payments 2,414 - - 2,414
- - - -
- - - -
- - - -
- - - -
- - - -
- - - -
- - - -
- - - -
Sub total [ 2,414 ] - - 2,414
A4 Asset and investment
purchases, (see table)
- - - -
- - - -
Sub total [ - ] - - -
Total payments 2,414 - - 2,414
Net of receipts/(payments) 4,387 - - 4,387
A5 Transfers between funds - - - -
A6 Cash funds last year end - - - -
Cash funds this year end 4,387 - - 4,387
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Section B Statement of assets and liabilities at the end of the period

			Unrestricted		Restricted
Categories	Details		funds		funds
B1 Cash funds	Banl account surplus Total cash funds		to nearest £ 4,387 - - 4,387		to nearest £ - - - -
	(agree balances with receipts and payments account(s))		OK	OK
			Unrestricted		Restricted
			funds		funds
B2 Other monetary assets	Details		to nearest £ - - - - - -		to nearest £ - - - - - -
B3 Investment assets	Details		Fund to which asset belongs	Cost (optional) - - - - -
B4 Assets retained for the	Details		Fund to which asset belongs	Cost (optional) -
charity’s own use					- - - - - - - -
			Fund to which		Amount due
B5 Liabilities	Details		liability relates		- - - - - (optional)
Signed by one or two trustees on behalf of all the trustees		Signature	Print	Name

Signed by one or two trustees on behalf of all the trustees

Philip Graham GILBANK

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CC16a
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Last year

to the nearest £

-

-

-

-

Endowment funds

to nearest £ - - - -

OK

Endowment funds to nearest £ - - - - - -

Current value (optional) - - - - -

Current value (optional) - - - - - - - - - When due (optional)

Date of approval 19.07.2023