Registered Charity No: 1094854
GARGANEY TRUST
REPORT AND ACCOUNTS
YEAR ENDED 31 MARCH 2024

GARGANEY TRUST
REPORT AND ACCOUNTS
YEAR ENDED 31 MARCH 2024
CONTENTS
Page
Legal and Administrative Information
Trustees, Report
Independent Examiner's Report
Statement of Financial Activities
Balance Sheet
10
Notes to the Financial Statements
11-15
Page 2

GARGANEY TRUST
LEGAL AND ADMINISTRATIVE INFORMATION
YEAR ENDED 31 MARCH 2024
Full Name:
GARGANEY TRUST
Registered Charity
Number:
1094854
Principal Address:
I I Springfields
Barnsley
S75 IJS
Trustees:
Jeffrey Lunn
Geoffrey Carr
Dr Keith Clarkson
Andrew Barker
David Knight
Chair:
Jeffrey Lunn
Bankers:
Barclays Bank
10-18 Queen Street
Barnsley
S70 ISJ
Independent Examiner:
Stephanie Tolson
Community Accountant
BCVS Services
23 Queens Road
Barnsley
S71 IAN
')1 i!
Page 3

GARGANEY TRUST
TRUSTEES. REPORT
YEAR ENDED 31 MARCH 2024
The Trustees present their report and accounts for the year ended 31st March 2024.
The trustees have adopted the provisions of Accounting and Reporting by Charities:
Statement of Recommended Practice applicable to charities preparing their
accounts in accordance with the Financial Reporting Standard applicable in the UK
and Republic of Ireland (FRS 102) (effective l January 2019).
structurei governance and management
Garganey Trust is an unincorporated charity, registered with the Charity
Commission on 29th November 2002 and governed by its Deed of Trust adopted
29th October 2002.
The affairs of the Trust are managed by the trustees, who may exercise all the
powers of the Trust.
Appointment of Trustees
In accordance with the terms of the Deed of Trust, the nurnber of trustees shall not
be less than two or more than six. New trustees can only be appointed by a
resolution passed at a properly convened meeting.
Each new trustee is given a copy of the Deed of Trust and the latest trustees.
annual report and accounts, on or before appointment. The trustees who served
during the year are shown on page 3 of this report.
Charltable aims and objectives
The objects of the Trust are to promote the conservation, protection and
improvement of the natural environment, in particular by preserving an area for
conservation an area at Broo.mhill, South Yorkshire, and to advance the education
of the public in all aspects relating to nature conservation.
Activities undertaken for the publlc benefit
In shaping the objectives for the year, the trustees have paid due regard to the
public benefit guidance published by the Charity Commission. The trustees
consider that all attivities as outlined in this report meet the public benefit
requirement.
Achievements & performance during the period
-firs
nn
ort-tom rch
024
This report covers the work by the Garganey Trust from April 2023 to March 2024
at Broomhill Flash, Clegg's Meadow, Chirl Hill & The Fleet in Barnsley, at Denby Delf
at Upper Denby, Kirklees, at Thunderbridge Meadows, Shelley, Kirklees; and at
Flamborough Head, East Riding of Yorkshire.
2023 continued the steady return to some sort of normality after the Covid-19
pandemic, and turned out to be a very quiet year not helped by the Chairman's
illness.
Page 4

GARGANEY TRUST
TRUSTEES. REPORT continued
YEAR ENDED 31 MARCH 2024
At Flamborough, the Sea-watching Observatory on the Headland (leased to the
Garganey Trust) continued to be used by members of our partners the
Flamborough Bird Observatory (FBO), and the sea-watch festival in September
organized by the FBO proved to be very successful again. Great progress was made
regarding our lease (through licence, from East Riding of Yorkshire Council) of the
Lighthouse Grasslands, with the FBO in conjunction with our Trustee Dr Keith
Clarkson MBE delivering new fencingi re-routing of permissive paths and a wild
bird cover crop to support local breeding bird populations, offer shelter for
migrants, and to manage the grassland and scrub similarly. 2023 also proved to be
a valuable shelter point for grounded migrants.
At Broomhill, the anti-predator fencing at Chirl Hill and The Fleet to firm up the
boundary of the arable field and to reduce the predation of ground-nesting birds
(primarily from Foxes) on The Fleet was completed. Unfortunately the fence is still
being affected by repeated vandalism (e.g. wire cutting, solar panel damage) due
to intruders taking dogs onto the resenie after rabbits. The police continued to be
informed, but we were still not able to stop the problem. Mr. Richmond got a
successful barley crop off Chirl Hill, and the Stewardship strips (wild-bird crop and
nectar crop) both proved successful again with flocks of up to 500 passerines
(mainly Linnets, Reed Buntings and Skylarks) although the seed had again been
exhausted by December 2023. The unharvested headland crop was also again
unsuccessful due to excessive grazing by geese over the summer. The River
Stewardship Company removed large willows in the back marsh to maintain the
open landscape feel of the site favoured by breeding waders.
At the viewpoint, one of our volunteers, Paul White rebuilt the wall during the
summer. It is now cemented in and although not looking as attractive as the
original, is robust and so far, has withstood any further vandalism. The
interpretation boards and seat are still not repositioned and the situation is being
monitored. Further excavation work on the Flash and the Fleet was undertaken by
Dave Bichan to improve water level management and remove the rapidly
establishing willows. Unfortunately it Still doesn't seem to have worked and further
investigations are required.
For our regular management, we again commissioned Mr. Paul Hughes of Greentree
to cut the hedges (this was his last year of work) and the RSPB via Jeff Wragg to
cut extensive swathes of softrush. Mr. Jonathan Seels our licensee farmer cut
Clegg's meadow and was also able to graze his cattle on site.
Management of Denby Delf and Thunderbridge Meadows was still halted due to the
difficulties of finding suitable contractors, although late in the financial year the
River Stewardship Company took on the work. Strong winds blew down some trees
along the path at Thunderbridge and these were due to be dealt with in Spring
2024. At Denby Delf, Rob Bower took the haycrop though was unable to graze his
cattle on the aftermath. The Barn Owls and Kestrels were successful but weren't
inspetted this year.
In terms of wildlife, it was a poorer than average year. The most concerning event
was the arrival of bird flu at Broomhill. Most of the Black-headed Gull colony was
affected and it was distressing to see dead and moribund bird5 around the waterline.
Page 5

GARGANEY TRUST
TRUSTEES. REPORT continued
YEAR ENDED 31 MARCH 2024
Due to adverse circumstances, The Trust did not have its annual muster and this
was planned for Summer 2024. The Trust's accountants Morrell Middleton at York
informed us that they no longer required our custom and the Trust engaged
Barnsley Community & Voluntary Services (BCVS) to produce the accounts. Wilbys
of Barnsley (Mr. Tim Scourfield and Mr. Andrew Consett) continued to provide
valuable land agency advice. Another change was the retirement of our Solicitor Mr
Richard Watson in October. The Chairman attended his leaving event in York and
was able to pass on the Trust's thanks for his great support as well as wish him well
in his retirement. Crombie Wilkinson continue to be our solicitors.
Mr Edgar Atklnson, one of our stalwart volunteers at Broomhill, sadly passed away
in the early part of 2023. A true local character, he was almost a permanent feature
of the carpark area, keeping a weather eye on problems and regularly tidying up
the hide and carpark. He was a great supporter of the site will be greatly missed.
Grants or donations were received in the report period from:
DEFRA (Countryside Stewardship Scheme and Higher Level Scheme)
Single Payment Scheme
Th
Many people have continued to help the Trust throughout the perrod. The Trustees
thank the volunteers, especially Mr. Mick Rushton. Mr Shaun Roebuck and Mr. Ian
Carter.
Thanks also to: Richard Watson (Crombie Wilkinson, Solicitors). Tim Scourfield and
Andrew Consett(Land Agent, Wilbys). other volunteers David Waddington, Keith
Fisher, Peter Kent, Alan Whitehouse. John Law, Chris Harris, Paul White and Sid
Renouf; Paul Hughes (Greentree). Jeff Wragg, David Waddington and Heather
Bennett of the RSPB; Stephen Slater of Denroyd Farm. David Wilde (Denby Dale
Countryside Officer), Dave Blchan (Bichan Excavations Ltd), and our tenant and
licensee farmers Richard Richmond, Jonathan Seels and Rob Bower.
Sign of the times. Black-headed gulls at Broomhi1S Flash affected by bird-flu. Spring 2023.
Page 6

GARGANEY TRUST
TRUSTEES. REPORT contlnued
YEAR ENDED 31 MARCH 2024
The Charity's policy on reserves
The trustees recognise the need to keep reserves at a level which will give the trust
stability to enable it to continue to operate in the future.
At the year-end the total reserves, represented by unrestricted funds, stand at
£193,346 (2023: £134,601) which meets this requirement.
Related parties
The trustees consider that there are no related parties to the charity.
Trustees responsibilities for the financial statements
Law applicable to charities in England & Wales requires the trustees to prepare
financial statements for each financial year which give a true and fair view of the
charity's financial activities during the year and of its financial position at the end of
the year. In preparing financial statements giving a true and fair view, the trustee5
should follow best prartice and:
select suitable accounting policies and then apply them consistently;
observe the methods and principles in the Charities SORP;
make judgements and estimates that are reasonable and prudent;
state whether applicable accounting standards have been followed, subject to
any material departures disclosed and explained in the financial statements;
prepare the financial statements on the going concern basis unless it is
inappropriate to presume that the trust will continue in operation.
The trustees are responsible for keeping proper accounting records which disclose
with reasonable accuracy the financial position of the trust at any time and enable
the trustees to prepare financial statements for each financial year. The trustees
are also responsible for safeguarding the assets of the trust and hence for taking
reasonable steps for the prevention and detection of fraud or other irregularities.
Flnancial Position
The financial statements are set out in pages 9 to 15. The Statement of Financial
Activities shows a surplus for the year £55,720 (2023: surplus of £26,261). The
total funds of the trust at year-end, represented by unrestricted funds, stand at
£193,346 (2023: £134,601).
The trustees declare that they have approved the report above.
Signed on behalf of the charity's trustees:
Date:
L¥
Signed:
Jeffrey Lunn, Chair
Page

GARGANEY TRUST
INDEPENDENT EXAMINER'S REPORT
YEAR ENDED 31 MARCH 2024
I report on the accounts of the Trust, which are set out on pages 9 to 15.
Respective responsibilities of trustees and examiner
The charity's trustees are responsible for the preparation of the accounts. The
trustees consider that an audit is not required for this year, under section 144 (2)
of the Charities Act 2011 (the 2011 Act) and that an independent examination is
needed.
It is my responsibility to..
examine the accounts, under settion 145 of the 2011 Act;
follow the procedures laid down in the general directions given by the Charity
Commissioners under section 145 (5)(b) of the 2011 Act; and
state whether particular matters have come to my attention
Basis of independent examiner's report
My examination was carried out in accordance with the general directions given by
the Charity Commission. An examination includes a review of the accounting
records kept by the charity and a comparison of the accounts presented with those
records. It also includes consideration of any unusual items or disclosures in the
accounts, and seeking explanations from you as trustees concerning any such
matters. The procedures undertaken do not provide all the evidence that would be
required in an audit, and consequently no opinion is given as to whether the
accounts present a 'true and fair view, and the report is limited to those matters set
. out in the statement below.
Independent examiner's statement
In connection with my examination, no matter has come to my attention..
which gives me reasonable cause to believe that in any material respect the
requirements to keep accounting records, in accordance with section 130 of the
2011 Act, and to prepare accounts which accord with the accounting records and
comply with the accounting requirements of the 2011 Act have not been met.
or
2. to which, in my opinion, attention should be drawn in order to enable a proper
understanding of the accounts to be reached,
Signed
Date
1£1112(515
Steph Tolson
Community Accountant
BCVS Services
23 Queens Road, Barnsley, S71 IAN
Page 8

GARGANEY TRUST
STATEMENT OF FINANCIAL ACTIVITIES
YEAR ENDED 31 MARCH 2024
2024
Total
Fundg
2023
Total
Funds
Unreslricted Reslrlcled Deslgnaled
Funds
Funds
Funds
Note
Incon
Donations & Gifts
Grants R￿eNed
Renlal & Leasing
Bank Interest
50
49,670
1,916
21,985
1,916
177
71,985
1,916
Total Incon
24078
74,078
51,669
Expenditure
Site bkintenance & Conservation
hSura￿e
countancy Fee
Professional Fees
Printing, Postage & Staiioneiy
rr arKI hternet Costs
Volunteer Expenses
Bank Charges
12,&59
12,859
22,273
1,274
725
18
313
1,247
18
313
1,247
86
240
157
Total Expenditure
18,358
1&358
25,408
Net Incon*l(Expenditure)
Total funds brought lo￿ard
Fund Transfers and al'ustments
55,720
68&954 826,580
26,261
800,319
134,601
53,025
3,025
($3,025)
11
Totsl funds carried fonwd
193,346
954 882,3(W)
826,580
The Statement of Financial Activities includes all gains and losses recognised in the year.
All prior year Income is unrestricted. Prior year restricted expenditure includes £57 of Site
Maintenance & Conser4ations costs. All other prior year expenditure is unrestricted.
Page 9

GARGANEY TRusr
BALANCE SHEET
YEAR ENDED 31 MARCH 2024
2024
2023
Note
Flxed assels
Heritage Assets
314
688,954
688,954
Current assets
Debtors
Cash at bank and in hand
Total current assets
194,071
194,071
138,326
138,326
Current Ilabllllies
Creditors
amounts falling due within one year
725
700
193,346
137,626
Nei currern asse
882,300
826,580
Net assets
Funds of Ihe charlty
Unrestricted funds
Designated funds (Heritage Assets)
Restricted funds
10
193,346
688,954
134,601
688,954
3,025
Total funds
882.300
826,580
The trustees declare that they have approved the accounts above.
Signed on behalf of the charity's trustees:
Date:
Jeffrey Lunn, Chair
Page 10

GARGANEY TRUST
NOTES TO THE FINANCIAL STATEMENTS
YEAR ENDED 31 MARCH 2024
l. Accounting policies
sis
fthe
n of the acc
nts
The financial statements have been prepared in accordance with Accounting and
Reporting by Charities - Statement of Recommended Practice applicable to charities
preparing their accounts in accordance with the Financial Reporting Standard
applicable in the UK and Republic of Ireland (FRS102) (effective l January 2019)
(Charities SORP (FRS102)).
re
Garganey Trust meets the definition of a public benefit entity under FRS102. Assets
and liabilities are initially recognised at historical cost or transaction value, unless
otherwise stated in the relevant accounting policy note(s).
Income and expenditure has been analysed in the accounts using natural
classification, in accordance with the provisions of Section 4.6, SORP 2019 (smaller
charities). The charity also meets the requirements for exemption from preparing
statement of cash flows.
Goin
Concern note
After reviewing the charity's forecasts and projections and its reserves, the trustees
have reasonable expectation that the charity has adequate resources to continue in
operation for the 12 month period, from the date of the signing of these accounts.
Inc
min
res
rces
All material incoming resources have been included in the Statement of Financial
Activities when the charity is entitled to the income, when any performance conditions
attached are met, when it is probable that the income will be received and when the
amount can be measured reliably.
te
oods
seprfices
Donated facilities and services are recognised in the accounts, at the amount the
charity would pay in the open market for a service equivalent to that being donated,
when the charity would otherwise have purchased them and the value can be
measured reliably.
Donated goods for the charity's own use are recognised as income, at their fair value.
The contribution of general volunteers is not recognised as income in the charity
accounts.
All expenditure is included on an accruals basis and is recognised as a liability is
incurred.
Herita
e Assets
The Charity has heritage assets, that is, non-monetary assets with historic,
artistic, scientific, technological, geophysical or environmental qualities that are
held and maintained principally for their contribution to knowledge and culture.
They are valued at cost and are not depreciated.
Page 11

GARGANEY TRUST
NOTES TO THE FINANCXAL STATEMENTS continued
YEAR ENDED 31 MARCH 2024
Taxati
Garganey Trust is a registered charity and is exempt from UK corporation tax
on income from its charitable activities.
tr
re
The charity maintains a general unrestrirted fund which represents funds which
are expendable at the discretion of the trustees in furtherance of the objects of
the charity.
Restricted funds have been provided to the charity for particular purposes and
may only be spent for the purposes for which they were given. Any balance
remaining outstanding on a restricted fund at the end of the year is carried
forward as a balance on that fund, unless permission has been given by the
funder to remove the restrittion on the balance outstanding.
Funds relating to capital expenditure are transferred to a designated fund
against which depreciation is charged.
2. Grants Received
2024
2023
BMBC s106 Biodiversity Net Gain funding
DEFRA - Countryside Stewardship grants
50,000
21,985
49,670
71,985
49,670
The DEFRA Countryside Stewardship grants are a series of regular payments from the
Rural Payments Agency for land managemeni, site conservation and maintenance
costs in order to proteth and improve the land in the Charity's ownership.
The BMBC section 106 Biodiversity Net Gain grant was a contribuiion towards Wildlife
enhancement. This was received as a result of the Symphony development at
Grimethorpe. The funding was allocated for the predator fence at The Fleet, Broomhill
which was installed in 2022. The grant was received in 2024 due to the nature of
section 106 monies only being payable when the development is occupied.
Page 12

GARGANEY TRUST
NOTES TO THE FINANCIAL STATEMENTS contlnued
YEAR ENDED 31 MARCH 2024
Flxed Assets
Herltage
Assets
Other
Assets
Total
Cost
Balance blf 01.04.23
Addttions in year
Disposals
Balance c/f at 31.03.24
688,954
688,954
688,954
688,954
Depreciation
Balance blf 01.04.23
Disposals
Charge for the year
Balance clf at 31.03.24
NBV at 31 March 2024
688,954
688,954
NBV at 31 March 2023
688,954
688,954
4. Heritage Assets
The Heritage Assets held by the Charity include:
Land at Broomhill Flash, purchased in 2004 for £130,726
Land at Wombwell, purchased in 2017 for £558,228
The Heritage Assets are shown at cost and significant improvements are
capitalised in line with GAAP. Any general preservation works are treated as
an expense in the SOFA. The assets are held for the benefit of the public and
ecological study, and are not intended to be sold or held for monetsry gain.
Five year summary of heritage assets transactions
2024
2023
2022
2021
2020
Purchases
Donations
Total Addltlons
Charge for Impalrnient
Dlsposals
Proceeds from disposals
Page 13

GARGANEY TRUST
NOTES TO THE FINANCIAL STATEMENTS continued
YEAR ENDED 31 MARCH 2024
5. Debtors
2024
2023
Debtors
6. Creditors
2024
2023
Accountsncy accrual
725
700
725
700
7. Trustee Payments, Benefits and Expenses
No payments were made to trustees during the period. (2023: £0)
Related Party Transactions
No payments were made to related parties during the period. (2023: £0)
9. Independent Examination of Accounts
The cost of the independent examination for the year was £725 (2023: £700).
Page 14

GARGANEY TRUST
NOTES TO THE FINANCIAL STATEMENTS contlnued
YEAR ENDED 31 MARCH 2024
10. Movement In Funds
Opening
balance
Incoming (Resources
resources
expended)
Transfers &
adjustments
Closing
balance
Unr•stri¢ted funds
General Fund
134,601
24,078
(18,358)
53,025
193,346
134,601
53.025
193 346
Deslgnated funds
Heritage A55ets
688,954
688,954
688,954
688.954
Restricted funds
Wood Meadow Project
BNBC s106 Predator fence
3,025
{3,025)
(50,000)
50,000
3,025
50,000
53,025
TOTAL FUNDS
826,580
74,078
(18,358)
882,300
11. Fund Transfers
£3,025 was transferred to the General Fund from Restricted Funds to account for the
closure of the Wood Meadow Project. If future research takes place re the project it
will be paid from general funds.
£50,000 was transferred to the General Fund from Restrirted Funds as the Predator
Fence project is now complete. The project was paid for during the previous two
financial years from general funds, but due to the nature of when s106 funds are
released, it meant that the funds were received after the work was completed.
Page 15