## **Trustees' Annual Report for the period**
||Period start date|Period start date|||Period end date||
|---|---|---|---|---|---|---|
|**From **|1st|01|2024|**To**|31st
12|2024|
## 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)
March **2012**
**TAR**
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.
March **2012**
**TAR**
2
## **Additional details of objectives and activities (Optional information)**
You **may choose** to include further statements, where relevant, about:
- policy on grantmaking;
- policy programme related investment;
As a totally voluntary charity the trust welcomes the contribution made by volunteers in the use and maintenance of the lifeboat. Considerable volunteer input to education through demonstration and interpretation of the lifeboat is maintained. The trust welcomes new volunteers providing training in safe operation of the boat and its maintenance.
- contribution made by volunteers.
## Section D Achievements and performance
**Summary of the main achievements of the charity during the year**
The main aspect of 2024 was involvement in the RNLI’s celebration of their 200[th] anniversary which saw considerable involvement of the 1909 built rowing lifeboat _William Riley of Birmingham & Leamington_ . This included
- Demonstration of the lifeboat at Henley regatta including carriage of RLNI executives.
- Demonstration and display at the main Poole based 200[th] anniversary celebrations, covered in national media including the BBC
- Display at the Manchester Coast to Cobbles event
- • Display outside Westminster abbey for the anniversary service, where she was inspected by senior political figures and members of the Royal Family
Besides these nationally significant events local events were attended including Whitby Regatta, naming of the new Whitby lifeboat and the unveiling of the new Henry Freeman statue
- .
## **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)**
March **2012**
**TAR**
3
You **may choose** to include additional information, where relevant about:
- the charity’s principal sources of funds (including any fundraising);
The charity is funded by donations and grants from a range of sources. This includes.
- Donations from individuals which attract gift aid
- Donations and other payments from organisations and groups which feature the lifeboat in their events.
- Donations / grants from local businesses
- Donations from groups for which talks are provided.
- 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)** David John Charlton **Position (eg Secretary, Chair,** Treasurer **etc) Date** 24/1/2025
March **2012**
**TAR**
4
||**Whitby Historic Lifeboat Trust**|**Whitby Historic Lifeboat Trust**|**Whitby Historic Lifeboat Trust**|**1197124**|**1197124**|**1197124**|**CC16a**|
|---|---|---|---|---|---|---|---|
||**For the period**
**from**|Period start date
01/01.24|**To**||Period end date
31/12/2024|||
|||||||||
|**Section A Receipts and payments**||||||||
|**A1 Receipts**|**Unrestricted**
**funds**
**to the nearest**
**£**
**-**
**840**
**4,916**
**40**
**8**
**-**
**-**
**-**
**5,804**
**-**
**-**
**-**
**5,804**
**61**
**1,066**
**705**
**1,485**
**597**
**163**
**101**
**44**
**-**
**4,222**
**-**
**-**
**-**
**4,222**
**1,582**
**-**
**2,144**
**3,726**|**Restricted**
**funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**Endowment**
**funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**||**Total funds**
**to the nearest £**
**-**
**840**
**4,916**
**40**
**8**
**-**
**-**
**-**
**5,804**
**-**
**-**
**-**
**5,804**
**61**
**1,066**
**705**
**1,485**
**597**
**163**
**101**
**44**
**-**
**4,222**
**-**
**-**
**-**
**4,222**
**1,582**||**Last year**
**to the nearest £**|
|Gift Aid|**-**||||||**-**|
|General donations|**840**||||||**-**|
|Event donation|**4,916**||||||**-**|
|Card sales|**40**||||||**-**|
|Interest|**8**||||||**-**|
||**-**||||||**-**|
||**-**||||||**-**|
||**-**||||||**-**|
|**_Sub total_**_(Gross income for_
_AR)_|**5,804**||||||**-**|
|||||||||
|**A2 Asset and investment sales,**
**(see table).**||||||||
||**-**|||||||
||**-**||||||**-**|
|**_Sub total_**|**-**||||||**-**|
|**_Total receipts_**
**A3 Payments**||||||||
||||||||**-**|
|||||||||
|Storage|**61**||||||**-**|
|Insurance|**1,066**||||||**-**|
|Transport costs|**705**||||||**-**|
|Crew event accomodation|**1,485**||||||**-**|
|Crew event sustenance|**597**||||||**-**|
|IT development|**163**||||||**-**|
|Expenses refund|**101**||||||**-**|
|Misc expenses|**44**||||||**-**|
||**-**||||||**-**|
|**_Sub total_ **|**4,222**||||||**-**|
|||||||||
|**A4 Asset and investment**
**purchases, (see table)**||||||||
||**-**|||||||
||**-**|||||||
|**_Sub total_ **|**-**||||||**-**|
|**_Total payments_**
**_Net of receipts/(payments)_**
**A5 Transfers between funds**
**A6 Cash funds last year end**
**_Cash funds this year end_**||||||||
||||||||**-**|
|||||||||
||**1,582**|**-**|**-**||
**1,582**||**-**|
||**-**|**-**|**-**||**-**||**-**|
||**2,144**|**-**|**-**||**2,144**||**-**|
||**3,726**|**-**|**-**||**3,726**||**-**|
CCXX R1 accounts (SS)
22/06/2025
1
|**Section B Statement of assets and liabilities at the end of the period**|**Section B Statement of assets and liabilities at the end of the period**|**Section B Statement of assets and liabilities at the end of the period**||
|---|---|---|---|
|**Categories**
Signed by one or two trustees on
behalf of all the trustees
**B5 Liabilities**
**B3 Investment assets**
**B2 Other monetary assets**
**B4 Assets retained for the**
**charity’s own use**
**B1 Cash funds**|**Details**
**Details**
**_Total cash funds_**
(agree balances with receipts and payments
account(s))
Current account
Deposit Account
Cash held
**Details**
**Details**
Historic Lifeboats
Trailer
On board equipment
**Details**
Money owed ro Barry Brown
Signature|**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**1,081**
**-**
**2,508**
**-**
**136**
**-**
**3,725**
**-**
Agreement Error
OK
**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
General
**-**
General
**-**
General
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**liability relates**
**Amount due**
**(optional)**
General
**101**
**-**
**-**
**-**
**-**
Print Name
David J. Charlton|**Endowment**
**funds**
**to nearest £**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||OK|
||||**Endowment**
**funds**
**to nearest £**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**Current value**
**(optional)**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**Current value**
**(optional)**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**When due**
**(optional)**|
||||**01 July 2024**|
|||||
|||||
|||||
|||||
|||||
||||Date of
approval|
|||David J. Charlton|24th Jan 2025|
|||||
CCXX R2 accounts (SS)
22/06/2025
2