## **Trustees' Annual Report for the period**
||Period start date|Period start date|||Period end date||
|---|---|---|---|---|---|---|
|**From **|14th|12|2021|**To**|31st
12|2022|
## Section A Reference and administration details
**Charity name**
Whitby Historic Lifeboat Trust
**Registered charity number (if any)** 1197124
**Charity's principal address** Stanegate, North Road,
HALTWHISTLE Northumberland **Postcode NE49 9ND**
## **Names of the charity trustees who manage the charity**
|1
2
3
4
5|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year **|**Name of person (or body) entitled**
**to appoint trustee (ifany)**|
|---|---|---|---|---|
||BarryBrown|Chairman|||
||David Charlton|Treasurer|||
||Graham Chaddock|Secretary|||
||Roger Turton||||
||David
Mapplethorpe||||
## **Section B Structure, governance and management**
## **Description of the charity’s trusts**
The trust is governed by a constitution approved by the Charity Type of governing document Commission 12[th] December 2021 (eg. trust deed, constitution) The charity is constituted as a CIO How the charity is constituted (eg. trust, association, company) Trustees are appointed by sitting trustees from individuals who volunteer Trustee selection methods their services to the trust. (eg. appointed by, elected by)
**TAR**
March **2012**
1
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;
The charity briefs all new trustees on their responsibilities in line with Charity Commission guidance. Several trustees have considerable experience of the charity sector.
The charity has no formal links with other bodies although it maintains good relations with the RNLI, and its heritage arm, with specific links to the station and museum in Whitby.
The major risks the charity is linked to its operation of a seagoing historic lifeboat. The charity manages these by adhering to strict Health & Safety rules and individual event risk assessments.
- relationship with any related parties;
- trustees’ consideration of major risks and the system and procedures to manage them.
## **Section C Objectives and activities**
**Summary of the objects of the charity set out in its governing document**
TO ADVANCE THE EDUCATION OF ALL IN THE HISTORY OF THE LIFEBOAT SERVICES AND SAVING LIVES AT SEA, BY THE PRESERVATION, OPERATION AND EXHIBITION OF HISTORIC LIFEBOATS ASSOCIATED WITH THE TOWN OF WHITBY AND ITS ENVIRONS. TO ADVANCE THE EDUCATION OF ALL IN THE TECHNIQUES REQUIRED TO MAINTAIN HISTORIC CRAFT BY PROVIDING OPORTUNITIES FOR SUPERVISED TRAINING AND WORK ON THESE CRAFT. TO PROVIDE AN OPORTUNITY FOR PARTICIPATION BY ALL IN PHYSICAL ACTIVTY, SPECIFICALLY ROWING, ALLOWING DEVELOPMENT OF BOTH PHYSICAL AND MENTAL HEALTH TO PROMOTE ANY CHARITABLE PURPOSE OR PURPOSES WITHIN WHITBY AND THE SURROUNDING AREA AND WITH PARTICULAR REFERENCE TO THE CHARITABLE WORK OF THE ROYAL NATIONAL LIFEBOAT INSTITUTE.
The trust has had regard to the guidance issued by the charity commission on public benefit and the charity commission approved the outline of these in December 2021.
The trust seeks to educate the public in the history of lifesaving at sea and the craft used for this purpose. It does this in the following manner
**Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)**
- Static exhibition of a historic lifeboat at various events such as harbour days and heritage events.
- Demonstration of the lifeboat afloat.
- Talks to groups on the history of the lifeboat service.
- Instruction and practice opportunities in the maintenance of historic wooden craft.
- Giving the opportunity for all to take part in physical exercise.
- Making the lifeboat available for sponsored fund raising by groups and individuals for the trust and other charities.
The trust holds a second historic Whitby lifeboat in storage pending a future decision on its use in furthering the trust’s aims.
**TAR**
March **2012**
2
## **Additional details of objectives and activities (Optional information)**
You **may choose** to include further statements, where relevant, about:
further statements, where As a totally voluntary charity the trust welcomes the contribution made by relevant, about: volunteers in the use and maintenance of the lifeboat. The trust welcomes new volunteers providing training in safe operation of the boat • policy on grantmaking; and its maintenance.
- policy programme related investment;
- contribution made by volunteers.
- Section D Achievements and performance
**Summary of the main** The main aspect of 2022 was one of recovery. The lifeboat and its trailer **achievements of the charity** had started to undergo an overhaul and refurbishment just prior to the **during the year** COVID pandemic. The effect of COVID was to not only prevent this being carried forward but also to close down the events in which the trust could have participated.
With the reopening of society, the overhaul was completed but organisers were slow to restart events. The lifeboat was demonstrated and several events within Whitby and made a visit to Troon in Southern Scotland.
## **Section E Financial review**
With no wages or property costs the charity has little or no need for large **Brief statement of the** reserves. The aim is simply to have sufficient funds to cover running **charity’s policy on reserves** expenses and hold sufficient funds to cover insurance costs which fall due at the start of the charity’s year.
## **Further financial review details (Optional information)**
The charity is funded by donations and grants from a range of sources. This includes.
You **may choose** to include additional information, where relevant about:
- Donations from individuals which attract gift aid
- relevant about: • Donations from organisations and groups which feature the
- • the charity’s principal lifeboat in their events. sources of funds (including • Donations / grants from local businesses. In 2022 this included a
- any fundraising); very generous grant from xxxxxxxxx which allowed trailer
- • how expenditure has maintenance, lifejacket purchase and covered insurance following supported the key objectives the lack of income from events during the Covid shutdown period. •
- of the charity; Donations from groups for which talks are provided.
- • investment policy and The income from the above allowed the lifeboat and its trailer to be objectives including any refurbished and insured allowing the trust to continue its educational
- ethical investment policy aims. adopted.
**TAR**
March **2012**
3
## **Section F Other optional information**
During the year the trust had considerable problems with bank accounts as the bank reviewed the account on the trust’s change to a CIO and converted it to a community account which prevented its use by a charity and blocked a number of actions such as issue of debit cards, signatory change etc. This resulted in a new account having to be opened which was only achieved after considerable delay.
## **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)** David John Charlton **Position (eg Secretary, Chair,** Treasurer **etc) Date** 20/10/23
**TAR**
March **2012**
4
||**Charity Name**
|**Charity Name**
|**Charity Name**
|**No (if any)**|**CC16a**|
|---|---|---|---|---|---|
||**For the period**
**from**|Period start date|**To**|Period end date||
|||||||
|**Section A Receipts and payments**||||||
|**A1 Receipts**
From 111707
**430**
Donation D Charlton
**1,120**
Donation Homer
**1,000**
Sirius minerals
**4,200**
RNLI Troon
**500**
**-**
**-**
**-**
**7,250**
**-**
**-**
**_Sub total_ -**
**_Total receipts_ 7,250**
**A3 Payments**
Trailer work
**758**
Insurance
**1,865**
Survey
**400**
Secretarial
**8**
Maintainence
**209**
**-**
**-**
**-**
**-**
**_Sub total_ 3,240**
**Lifejackets**
**1,389**
**-**
**_Sub total_ 1,389**
**_Total payments_ 4,629**
**_Net of receipts/(payments)_ 2,621**
**A5 Transfers between funds**
**-**
**A6 Cash funds last year end**
**-**
**_Cash funds this year end_ 2,621**
**Unrestricted**
**funds**
**to the nearest £**
**_Sub total_**_(Gross income for AR)_
**A2 Asset and investment sales,**
**(see table).**
**A4 Asset and investment**
**purchases, (see table)**||**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Restricted**
**funds**|**to the nearest £**
**Endowment**
**funds**|**Total funds**
**to the nearest £**
**430**
**1,120**
**1,000**
**4,200**
**500**
**-**
**-**
**-**
**7,250**
**-**
**-**
**-**
**7,250**
**758**
**1,865**
**400**
**8**
**209**
**-**
**-**
**-**
**-**
**3,240**
**1,389**
**-**
**1,389**
**4,629**
**2,621**
**-**
**-**
**2,621**|**Last year**
**to the nearest £**|
||||**-**|**430**|**-**|
||||**-**|**1,120**|**-**|
||||**-**|**1,000**|**-**|
||||**-**|**4,200**|**-**|
||||**-**|**500**|**-**|
||||**-**|**-**|**-**|
||||**-**|**-**|**-**|
||||**-**|**-**|**-**|
||||**-**|**7,250**|**-**|
|||||||
||||**-**|**-**||
||||**-**|**-**|**-**|
||||**-**|**-**|**-**|
|||||||
||||**-**|**7,250**|**-**|
|||||||
||||**-**|**758**|**-**|
||||**-**|**1,865**|**-**|
||||**-**|**400**|**-**|
||||**-**|**8**|**-**|
||||**-**|**209**|**-**|
||||**-**|**-**|**-**|
||||**-**|**-**|**-**|
||||**-**|**-**|**-**|
||||**-**|**-**|**-**|
||||**-**|**3,240**|**-**|
|||||||
||||**-**|**1,389**||
||||**-**|**-**||
||||**-**|**1,389**|**-**|
|||||||
||||**-**|**4,629**|**-**|
|||||||
|||**-**|**-**|**2,621**|**-**|
|||**-**|**-**|**-**|**-**|
|||**-**|**-**|**-**|**-**|
|||**-**|**-**|**2,621**|**-**|
## **Section B Statement of assets and liabilities at the end of the period**
|**Categories**
**B1 Cash funds**
**B2 Other monetary assets**
**B3 Investment assets**
**B5 Liabilities**
**B4 Assets retained for the**
**charity’s own use**|**Details**
Current account
Deposit Account
Cash held
**Details**
Gift aid to claim
**Details**
**Details**
Historic Lifeboats
Trailer
On board equipment
**Details**
**_Total cash funds_**
(agree balances with receipts and payments
account(s))|**to nearest £**
**1,821**
**10**
**790**
**2,621**
OK
**to nearest £**
**280**
**-**
**-**
**-**
**-**
**-**
General
General
General
**Unrestricted**
**funds**
**Unrestricted**
**funds**
**Fund to which**
**asset belongs**
**Fund to which**
**asset belongs**
**Fund to which**
**liability relates**|**to nearest £**
**-**
**-**
**-**
**-**
OK
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Restricted**
**funds**
**Restricted**
**funds**
**Amount due**
**(optional)**|**to nearest £**
**Endowment**
**funds**|
|---|---|---|---|---|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||OK|
|||||**to nearest £**
**Endowment**
**funds**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**Current value**
**(optional)**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**Current value**
**(optional)**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**When due**
**(optional)**|
||||**-**||
||||**-**||
||||**-**||
||||**-**||
||||**-**||
Signed by one or two trustees on behalf of all the trustees
Signature
Print Name
Date of approval