## **Trustees’ Annual Report for the period**
## **From 23 May 2023 - Period start date**
## **To 31 March 2024 - Period end date**
## **Charity name: THE 4566 PRESERVATION GROUP**
**Charity registration number: 1203207**
## **Objectives and Activities**
||SORP reference||
|---|---|---|
|Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|**To advance the education of the general**
**public in the history and development of**
**the great western railway by the**
**restoration, preservation and exhibition**
**of the former great western railway**
**locomotive number 4566 and any**
**associated rolling stock, equipment and**
**artefacts, relics, documents and records**
**of historic and scientific interest and to**
**advance the education of the public in**
**the technical skills required to restore**
**and preserve the said locomotive.**|
|Summary of the main
activities in relation to those
purposes for the public
benefit, in particular, the
activities, projects or
services identified in the
accounts.|Para 1.17 and
1.19|**To fulfil these aims, the Trust attends**
**various railway-themed events with a**
**display stand and engages with the**
**public to talk about the 4566**
**Locomotive, encourage participation in**
**its maintenance and operation and**
**solicit donations**|
|Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|**The trustees confirm that they have had**
**regard to the Charity Commission’s**
**guidance on public benefit when**
**exercising any powers or duties to**
**which the guidance is relevant.**|
## **Additional information (optional)** You may choose to include further statements where relevant about:
||
SORP reference||
|---|---|---|
|Policy on grant making|Para 1.38|**Not applicable**|
|Policy on social investment
including program related
investment|Para 1.38|**Not applicable**|
|Contribution made by
volunteers|Para 1.38|**Not applicable**|
Other
## **Achievements and Performance**
||SORP reference||
|---|---|---|
|Summary of the main
achievements of the charity,
identifying the difference the
charity’s work has made to
the circumstances of its
beneficiaries and any wider
benefits to society as a
whole.|Para 1.20|**The charity has held a range of**
**successful fundraising activities which**
**will contribute to the restoration of the**
**4566 locomotive. A photographic**
**archive has been created which will**
**advance the education of the public.**|
## **Additional information (optional)**
You may choose to include further statements where relevant about:
|
Achievements against
objectives set|
Para 1.41|
**Not applicable**|
|---|---|---|
|Performance of fundraising
activities against objectives
set|Para 1.41|**Not applicable**|
|Investment performance
against objectives|Para 1.41|**Not applicable**|
|Other|||
## **Financial Review**
|**Financial Review**|||
|---|---|---|
|Review of the charity’s
financial position at the end
of the period|Para 1.21|**See separate treasurers report for**
**figures.**|
|Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|**No Reserves Held**|
|Amount of reserves held|Para 1.22|**Not applicable**|
|Reasons for holding zero
reserves|Para 1.22|**Not enough money held for reserves to**
**be worthwhile, research into fixed term**
**bonds is being undertaken for when the**
**time comes**|
|Details of fund materially in
deficit|Para 1.24|**Not applicable**|
|---|---|---|
|Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|**Not applicable**|
|**Additional information (optional)**
You may choose to include further statements where relevant about:|**Additional information (optional)**
You may choose to include further statements where relevant about:|**Additional information (optional)**
You may choose to include further statements where relevant about:|
|---|---|---|
|The charity’s principal
sources of funds (including
any fundraising)|Para 1.47|**Principal sources of funds are**
**donations made at railway themed**
**fundraising events. There is also a small**
**number of online donations via**
**crowdfunding.**|
|Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|**Not applicable**|
|A description of the principal
risks facing the charity|Para 1.46|**The Trustees have reviewed the major**
**risks to which the Trust may be exposed**
**and procedures (including insurance) is**
**in place to mitigate these risks.**|
|Other|||
## **Structure, Governance and Management**
|Description of charity’s
trusts:|||
|---|---|---|
|Type of governing document
(trust deed, royal charter)|Para 1.25|**Constitution**|
|How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|**CIO Foundation Constitution**|
|Trustee selection methods
including details of any
constitutional provisions e.g.
election to post or name of
any person or body entitled
to appoint one or more
trustees|Para 1.25|**Election to post.**|
## **Additional information (optional)**
You may choose to include further statements where relevant about:
|
Policies and procedures
adopted for the induction
and training of trustees|
Para 1.51|
**Trustees are recommended to read the**
**Charity Commission website on the role**
**of a Trustee.**|
|---|---|---|
|The charity’s organisational
structure and any wider|Para 1.51|**The Trustees, who act in a voluntary**
**capacity, are assisted in the**|
|network with which the
charity works||**maintenance and operation of the 4566**
**locomotive by a number of skilled**
**individuals, who can be assisted, under**
**close supervision, by keen individuals**
**learning the various skills required.**|
|---|---|---|
|Relationship with any
related parties|Para 1.51|**Not applicable**|
|Other||**Not applicable**|
## **Reference and Administrative details**
|Charity name|THE 4566 PRESERVATION GROUP|
|---|---|
|Other name the charity uses|N/A|
|Registered charity number|1203207|
|Charity’s principal address|2 Essen Lane
Kilsby
RUGBY
Northamptonshire
CV23 8XQ|
**Names of the charity trustees who manage the charity**
|1
2
3
4
5
6
7
8|**Trustee name**|**Office (if any)**|**Dates acted if not for**
**whole year**|**Name of person (or body) entitled**
**to appoint trustee (ifany)**|
|---|---|---|---|---|
||IAN GORDON
WHITLAM|CHAIRMAN|||
||CHARLIE DELANEY||01/09/2024||
||PAUL CHRISTOPHER
FATHERS TD MA MBA|VICE CHAIRMAN|||
||SARAH JANE
THOMPSON|SECRETARY|||
||THOMAS JOSEPH
CLARKE|TREASURER|||
||DUNCAN ROBERT
GEORGE BALLARD||||
||TIMOTHY JAMES
HOLFORD STREVENS||||
||SHEENA JANE
STREVENS||||
## – 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 **Not applicable** 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 for **Not applicable** safe custody and segregation of such assets from the charity’s own assets
**Additional information (optional)**
## **Names and addresses of advisers (Optional information)**
|**Names and**|**addresses of advisers (Optional information)**|**addresses of advisers (Optional information)**|
|---|---|---|
|**Type of**
**adviser**|**Name**
**Address**||
||||
||||
||||
||||
|**Name of chief executive or names of senior staff members (Optional information)**|||
|None|||
## **Exemptions from disclosure**
Reason for non-disclosure of key personnel details **Not applicable**
## **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)**
**Position (eg Secretary,**
**Chair, etc)**
**Date**|||
|---|---|---|
||||
||SARAH JANE THOMPSON|THOMAS CLARKE|
||||
||SECRETARY|TREASURER|
||19 November 2024||
||19 November 2024||
The 4566 Preservation Group Treasurers Annual Report 23/05/2023 - 31/03/2024
Opening balance 23/05/2023 : £3658.13 old building society bonds transferred into new bank account on 22/09/2023 not declared.
4566 Preservation Group bank account Created 23/07/2023
Regular Donations (Standing Order) for the financial period: £270.00
Just Giving Donations for the financial period: £1361.44
Sale of Donated goods and obsolete assets: £6714.49
Outgoings one transaction £67.00 for domain renewal