REGISTERED CHARITY NUMBER 701152
rt ot the Trustees and
Financlal Statements for the Year ended 31 March 2024
TheL
ham He
eGrou

The Lytham Heritage Gn)up
CONTENTS OF THE FINANaAL ¥fATEMENTS
For the Year Ended 31￿arCh 2024
Page
Reference and Administratrve Details
Report ofthe Executive Committee2- 4
Independent Examinerfs Report
Receipts and Payments Account
Statement of Assets and Liabilities
Notes to the Financial Statements
8-11

The Lytham Heritage Group
Reference and Administrative detsils
For the Year Ended 31" March 2024
Charity Number
701152
Holding Trustees
S W Forsh
A G Kirby
M Bell
President
A G Kirby
Executive Committee
(Trustees)
S W Forsha*
M Bell
J T￿￿rnan
A G Kirby
H Fletcher
D Hoyle
S Williams
P stn.nger
P Anthony
K Wykes
Chaimian
Treasurer
Address
2 Henry Street
Lytham
Lan&qshire FY8 SLE
Independent Examiner
Leanne Niekl ACA
Arc Acrountancy soluts.ons Limited
51 Laverton Road
Lytham St. Anrtes. Larushire
FY81EN
Hon SolKitor
D￿InSOng Solicitors
24 Park Ri)ad
St Annes on Sea
Lytham St A￿r￿ FY8 1 PA
Bankers
Royal Bank of Scotland
DrumrrK)nd House IBCI Branch
1 Redheughs Ave.
Edinburgh.
EH12 gRH.
Scottish Widry￿ Bank p
P O Box 12757
67 Monison Street
Edinburgh EH3 8YJ
Lbyds Bank plc
Cofporation Street {3090901 Branch
30 Corporabon SL
Blackpool
FY1 1EN

The LythamHerwtaBe Group
Report of the Executive Commtttee
For the Year Ended 31" March 2024
The Executs've Committee has p￿asUre in submitbng rts reFXNt and &c￿ntS for the year ended 31 March 2024.
8tructure, governan¢o and managom?nt
Governlng document
The Lytham Heritage Group was fCfft￿ on 4 Fe￿Uary 1987 and is SK)vemed by the Constiiution adopted on 3
November 1988 a5 amended on 2 April 1990. 9 June 2010. 12 November 2010 and 15 June 2011. It is a
registered chanty regulated by the Charity Corr#nissw)n.
Appointment of Tn
All Members of Ihe Executive comM￿ee are Trustees of the charty. OffKers and Members of the Executive
Commrttee are eleebj annualty at the Annual General N•£ding and ouigoing Members may be r&elected.
Any freehold and knehold propety and all other property of any descript￿n acquired by or belonging to the
Group is vested in Holding Trustees. Holding Trustee5 must be at ￿t in number C￿ a trust corw)ration.
The FX)wer of Holding Trustees is vested in the Executive Committee. A HokJing Trustee must be a Member of
the Group
Trn8tee inductlon and training
New Trustees are br￿￿1 on the tenns of their legal oblvJ*"ons under charity and c4)mp8ny law and the content
of the Constitution under whth the Group is govemed. They are gÉven a copy of guidance provided by the
Charity Commiss*Jr￿s.
Oryant6atlon
The Executive Committee is responsible for the management and ajministration of the Gr¢)up. The Executive
Committee consists of the Officers, other than Honorary Officer5. and not less than four and not more than eight
other Members. The Executive Committee has the power to..
fill casual vacancies occurrtng amongst officers of the Group",
fill up to three casual vacancies {￿UrTing amongst Members of the EX￿ut￿e Commrttee befv￿n
General Pleets"ngs,' and
cwt fvrther Members {Ytho shall attend in an advBory and non-votin9 capacty).
The Executive Commrttee meets not less than six tiffes a year at inteNals of not trrtye than tvKs months.
Three working groups, ￿pOrtir￿j to the Exgjrtive Committee, fccus on achieving the Group's strategy. These
are".
ArchNe
Heri* Centre
Windmill& Old Lrfeboat House

The LythamHerita8e Group
Report of the Executive CommTttee
For the Year Ended 31" March 2024
Rlsk managèrnent
Owing to the n8ture of the Group the onty risk area L8 related to the financial resources. The Trustees
have in place proper p￿￿edureS for the safe cuStr￿Y ofthe funds and disbursements.
Obje¢tlve8 and activltles
The Group is established ts the public benefil by educating the public in the g￿raphY. history,
natural history, archaeology and architecture of the An￿1 Parish of Lytham.
The Trustees confiTrn that they have referred to the guidance contained in the Charity Commtssion's
general guidance on public tenefft when reviewng the Group's aims and oty'ectives and in planning
fu￿re activities and setting the grant and gift making Oicy for the year.
The Group cafries oul these otyects by aimiTr3 tr) f(6ter and sts'rnuLqte the publ￿ Inte￿5t in its hislory
and heritage and form and encourage other institutions to fom) a col*tion of photographs,
documents, films and other artefacts of an educ*ional and htstorical nature and to make these
available for public exhibition from time to ttme within the area. The Group also works to secure the
preservation, pro￿t￿n. development and improvement of the archIt￿ra1 features and visual
amenrties of historic or Publ￿ interest in the area.
The main objecttves durrng the year conttnued to be the wrsuil of the above objectrves at the
Heritage Centre, Archive, V￿ndmIll and Okl Lifebtiat House.
During the year. other than the ongoing athibes of the Group with the Artist Displays at the Heritage
Centre, the matn activrty has been to develop good qualtty heritage exhib￿"On material and improve
the ac￿sIbilty of the ArchNe Matenal.
The Group is very involved in the communty and dependent Sole￿ on voluntary help.
Achiovemonts and performance
During the year. the Group pursued the core aims of research. exhibit#)ns and archmng.
During the period the Herilage Centre was ch)sed as work was undertaken to improve the fa¢ilities.
The Central Heating boiler was replaced, the floor was sand￿1 and re-vamished, the UV Film on the
windows was replaced. Areas of the carpet were also replaced. The windows were painted together
with painting upstairs which had been damaged by a water leak OUts￿e New lettering was installed.
the planters were painted and the patio was jet washed.
During the year the Heritage Centre RTr)f has been repaired to stop ingress ¢)f water.
The Group has again been particularly pr(XKI of the exhibikns tl has researc￿, prepared and
staged this year and the team's results have attr￿ted much deserved praise and signtficanuy
increased donations. In November 2023 we had a Heritage Exhibits"on on 'L￿HA￿'s PAST ' In
February there was "Primary Art Celebration . by pupils from k￿al Primary schools. Pfizes were given
for the best work at the Celebrations which were sponsorgj by grants from Fylde Borough Council
and The Edith Mary Clark Foundakn.
In February we had an Hentage Exhibition on Yhe RNLI - 200 y&￿S of Saving Lives at Sea" by the
RNLI and Lytham Herrtsge Archive.
The material Sour￿ of fundraising continue to be the pr￿￿10n of d(mab"on boxes. exhibrtions and
the sate of books and cards. The Group is also relBnt on grants and grfis to meet the cost of activrties
at the Lytham Hentage Centre. The level of incoming resources arising from donats.on boxes,
exhibitions. grants and gtfts [5 entirely reliant on the generosty of the general public.
Ther have been a number of wbtic talks have been well attended together with Social Events.

The LythamHeritsge Group
Report of the Executive Commlttee
Forthe Year Ended 31 March 2024
Financlal rovi•w
The charity has prepared these accounts on the receipts and pa￿nts basis, summarising all money
received or paid by the chanty during the year.
Total receipts from cash fvnds forthe year were £26.540 (2023. £23.986}.
The net loss for the year fmm cash funds Wds £19,04n(2023. £1,324}.
The charty also invested in temi deF4)Srts and receiNtd £1.251 in inte￿t {2023". £397).
A statement giving deta'ls of the assets liabilibes at the ￿ of the year is provtded on page 7.
The investment account is being transfe¥r&Y fr(¥n The Scottish Wthw5 Bank Aw)unt to the Skipton
Buikling Society. Currenly The scotb.sh Widows Bank Account has teen closed and the Skipton
Building Scciety ig in the prccess of ￿"ng opened. This wll be finalised in April 2024.
ReseThe8
°working opitaf minimum balar￿ of £5,CiIO wll nomalty be held in instant access accounts with
the balance invested in short to medium temi fixed rate cash securilies folh)wing our policy of a low
atts'lude to risk
Plans for ffu￿rE poriods
Work is progressin9 to update and improve the displays in the Imndmill and Old Lifetx)at House.
Investment ￿ t*ing made to improve the IT (*pabilty of the Archive.
We a￿ ￿ntinuIng work C￿ the IT SYS￿ to improve our Membership and CRM data and also the
ability for the publ￿ to view our archive material.
The Archive Team wll continue to create exhibitions in line wth our ￿lMary objectives of education
and heritage awareness.
This report wa$ approved by the ExecutNe Commrttee on 13 August 2024 and was signed on its
behalf by.
8 Forshaw- Chalmian Dated

The Lytham Heritage Group
Independent Examinerfs Rep)rt
Forthe Year Ended 31 March 2024
I reportto the chartty trustees on my ￿MIr￿tIOn of the acwjnts of the tharfjtyf0r￿ ￿&r ended 31"March 2024 whKh
are setouton pages 6- 11.
Respons￿￿[flo& and bas& of re
As the Chartys trusteesyou a￿ re¥￿nSIble for the of the accordarKe wlth the reoulrements of
the Charitie5 Act 20111'the Arfl.
I report In ￿$pett of my exarnination ol the chan￿$ accourts carrEd out under seeuon 145 of the Att at)d In carrying out
my examination I have folhxved all the applkable DIrec￿nS wven Charity Commiss*Jn under sett￿n 14515llbl of
the Art.
Indep•ndent eXa￿1n1￿55taternert
I have com*ted my examlnabon. I conftm) that rnatwial matters hfft CO￿ trj my attenthn In ¢onr￿ctIOn w￿h the
examlnatSon 8T¥ln8 Ca￿set0 beliv•e thatin arry mateFial rts
accounti￿ records were rb)t kepr in ￿of￿￿£haTrtyas retyired by Sec￿)n 130 ofthÈ Att,. or
Ihe accounts th) notaccord wfth those remrds. or
the accounts (kn rK*t tompty wlth the applicable wuwerr*nts concerningthÈform aThJ content of a£counts set out In
the Charrf(ies IAccounts and RÈwrt51 Regulation$ 2(K)8 other than any wuirementthat the a¢tounts gNe a'true and
fair Vie￿ which is Trjt a matter Considered as part of an IndÈpendentexamlnation" or
the accounts have not been wepared in ¥¢tsrdarKe with tt* Charl￿S SORP IFItS1021.
I have no concerns and Iwve come acros5 no other rnatte¥s ¢n Con￿on with the examina￿On to whlch attenth)n should
be drawn In thi5 rew)rt In orderto enable a pro￿¥ understsnding of the accourtsto ￿ ￿*hed.
Leanne N*ld ACA
JtAccountsnry Solutths Umrted
51 Laverton Road
Lytham St. Annes
Lancashire
FY8 IEN
Date..

The Lytham Heritage Group
Receipts and Payments Account
For the Year Ended 31 March 2024
uTrre8trict￿ Desrgnatod Restri¢tod
fvnds
fvnds
nds
2024
Total
2023
Total
Cash fund8
Note
Recelpts
Subscriptions, grants and
donatsons
Income from fundraising
aGtivities
Bank interest
12￿85
12,585
11,233
13,230
72S
13,230
725
12,569
Total recelpts
26.540
26.540
23.986
Payments
Fundraising aclivib'es
Charitable and administration
Costs
4,447
4,922
31.140
31,140
17,740
Total payments
35,S87
35,$87
22.662
Net receiptsllpayments) for
the year
(9,0471
{9,047)
1.324
Transfers from tem) deposits
94,949
5.000
99.949
Cash and bank balances at
31 March 2023
58,246
58,246
56,922
Cash and bank balan¢es at
31 March 2024
144.148
5,000
149.148
58,246
Temi deposlts
Recelpts
Interest
1.251
1,251
397
Net receiptsllpayments) for
the year
Transfer to cash funds
Transfers bets¥een ftjnds
1,2S1
1,251
397
194,9491
(5,000
(99,949)
Term deposst balances at
31 Mar¢h 2023
93,698
5,000
98,698
98.301
Temi deposits balances at
31 March 2024
98.698

The Lytham Heritage Group
Statement of Assets and Liabilities
For the Year Ended 31 March 2024
2024
Total
2023
Total
funds
funds
Note
Cash funds
Lloyds
HSBC
The Royal Bank of Scotland
PIC
CAF deposit accounts
Cash
14£093
149.093
58,181
10
Total funds per recelpts
and payments account
144.148
149.148
58,246
Tern? deposlts
Scotb'sh WidovL8 Bank P
98,698
98,698
other mnetary assets
Stock
Accrued interest
Gift Aid recoverable
Insurance prepayment
700
700
250
250
950
Assets retain9d fortho
Charity's own use
390.000
390,000
390.000
Llabilittgs
Accruals
The accounts We￿ approved by the Executive Committee on and are signed on their behalf by:
S Fornhaw- Chaiffl￿n
Bell- Treasurer

The Lytham Herttage Group
Notes to the accounts
For the Year Ended 31° March 2024
1 Accounting policies
Basls ot a¢¢ountlng
These accounts have been wepared on the receipts and payments basi5.
Fund accountlng
General fund
General fvnds are unrestri¢ted funds whth are availabte tor use at the digretion of the Trustees in
rtherance of the general objectives of the ¢harity and which have not been designated for other
purposes.
De81gnated fvnd5
These funds are set aside by th8 Trustees out of unrestricted general funds for specific purposes or
projects
Rgstrfcted funds
These are fiJnds thal can onty be used for parbcular restnct8J putFoses. Restrictsons arise when
spectfied by the donor or by the speofic terms of the appeal under whth the funds are raised. The
restrictions are binding upon Ihe Trustees of the chanty.
Income
All income is included in the accourrts on a receipts basis. Gifts donated for resale aTr included as
income when they are sold.
No amounts are included in the financtal statements donated by volunteeTS
Payments
All expenditure is accounted fDr when patd and has been C￿$s[￿ed under headings th* aggregate all
costs related to the category. Where costs cartnot be directly attn"buted to partKular heads they have
been allocated to actNities on a bas￿ con$￿tent Iwth use of the resources.
Fundraising costs are those incurred in seeking voluntary contrtbubons and do not include the costs of
disseminating infomab.on in support of the charrlable activtties. Charitable costs are those costs
incurred directly in support of expendrture on the objects of the chanty and in¢lude project
management earried out at Headquarters. Management and adMinistrat￿n costs are those incurred
in connection with administrab.on of the charity and compliance with o)nstitubonal and statutory
requirements.
val￿ added tax
VAT is not recoverabfe by the Charity and as such is induded in the relevant Costs.

The Lytham Heritage Group
Notes to the acthunts
For the Year Ended 31 March 2024
Unrntrlct•d Deslgnat•d Restrlctgd
Total
2024
Total
2023
GfftAD
Annual
subscriptions
Donations..
Windmill
Old Lrfetoat
House
Donations..
Henry St &
archive
Donations
(Group}
Gran1$
1.415
4114
114
4.447
1￿23
1.823
914
1.699
1.699
1,351
2,341
1,050
2,341
2,307
800
12.585
12,585
11,233
Income TrGeivod from fundraising acllvitlos
Income on social
events
Exhibrtions
Sale of t4￿kS and
cards-
Windmlll
Old Lifeboat House
Henry St & ar¢hive
2,331
2M7
2J31
2.487
1.959
2,923
950
496
6.966
665
346
6,676
13.230
13,230
12,569
Fundra181ng activili•s
Social events costs
Books and cards
stcck purchased
1.688
1,674
1759
2,759
3,248
4A47
4.922

The Lytham Heritage Group
Notes to the accounts
For the Year Ended 31" March 2024
Charilable and adminlstrative costs
Total
2023
2024
Donattsjns
Heritage Central hea( ligm & vrdter
Repairs
Insurance
AnlNuarian
Postsge and tewone
Bank charges
Archive expen*s
Cleaning expense
IT Services
Accountsncy expenses
Sundry expenses
Windmill expense
Old Lifeboat House expense
317
4,207
10,264
317
4207
10,264
7.600
927
1.652
620
2,742
2,164
7.142
403
1.076
927
1.574
941
1,574
941
635
1,650
1.278
9S
1.921
289
505
1.278
578
265
35
31.140
31.140
17.740
Trustees
The Trustees not receive any remunerathjn or (MJI of r*xket eynses in the current year
or p￿VIous.
Detaih of certaln typos of eX￿ndI￿re
Fees for the examination of the accounts."
2024
2023
Inde￿dent examlner fees
1,650
These fees were rekkn.ng to the independent examinatThis of P￿￿oU$ years accounts. but the
payment was made in the cuThent aco)unts"ng year.
Stock consists of purchased goods for resa￿. The esb"mated value of stocks hekl at the year
end are shown on the Ststement of Assets and knabililies at the lower of cost and net
realISab￿ value. Items donated for sale a￿ not induded in the financial ststements unb'l they
are sold.
io

The Lytham Heritage Group
Notes to the accounts
For the Year Ended 31 March 2024
Agsets rgtained for th• charity's oym use
Fixed assets retained for the charl￿S use is the freehohl propety at 2 Henry Street. This
propety was revalued on 18 June 2021 by Grahame Benste&J MRICS IRRV of 8ushe115 and
Benstead Chartered Surveyors at Mafket Value.
Assets reccgnised Lwjt not valued in the Statement of Assets and Liabilibes indude the Audio
Visual equipmenc together with other IT equipmert ffixtures ￿ fftts'ngs, and exhibition
equipment owned by the charity.
10
The movement In funds durfng the yoar Tmere:
Balan¢0
Balaneo
clhvd
Rocelpts PayThnts Transfern
General funds
151,944
27.791
{35.587)
144,148
Rgstricted:
Old Lrfeboat House
Fund
5,000
156.944
27.791
(35.587)
149,148
Old Llfel)oat House Fund
These funds will be used for tangitde improv￿nts onty to the Old Lifeboat House.
Prior year comparatives:
Balan¢e
Balance
fwd
Rgcgipts Payments
Transfers
Unreslricted:
General funds
150.223
(4662)
151,944
Restrlded:
Old Lifeboat House
Fund
5,000
15S,223
(22.662)
156,944
li