BURLEY IN WHARFEDALE COMMUNITY TRUST CHARITY NO 1098871 TRUSTEES REPORT AND ANNUAL ACCOUNTS FOR THE YEAR ENDED 30th SEPTEMBER 2023 BURLEY IN WHARFEDALE COMMUNITY TRUST TRUSTEES, REPORT YEAR ENDED 30th SEPTEMBER 2023 The trustees present their reportfor the year ended 3￿, September 2023. ADMINISTRATIVE DETAILS OF THE CHARITY. ITS TRUSTEES AND ADVISORS Burley in Wharfedale CommunityTrust IBWCT) is a charttable trustfirst registered in 2IXI3{re￿5trati0n no: 10988711 and governed by a constitution. Its registered address is: 12 Old Mill Close, Burley in Wharfedale, Ilkley. LS29 7RU. The Trustees are: Duncan Auk (Chair) Andrew Wriglesworth (Secretary Mark Elsworth {Treasurer) Rachel Beverley-stevenson (January 2023 Harvey Bosomworth Robin Dearing (October 2023) Janine Edwards Barbara Holden Loraine Hughes Elaine Marsden Shirley Moffat Sam Needham (May 2023) Niccola Swan {Publicrty) Sylvia Tilford NickTurnbull (Membership) In line wrth the Constitution, Janine Edwards. Mark Elsworth. Elaine Marsden and Nick Turnbull stood down asTrustees at the AGM in January 2023 and were duly re• elected. Tom Sumner continues as advisorto the Trust on projects, events and activrties. Bankers: Virgin Money Waver Green Pudsey West Yorkshire LS28 7BG Independent Examiner. rim Haskn'nsACA 9 Hatvest Croft Burley in Wharfedale L529 7LY BURLEY IN WHARFEDALE COMMUNITY TRUST TRUSTEES, REPORT YEAR ENDED 30th SEPTEMBER 2023 STRUCTURE AND MANAGEMETr The charrty is an unlimited association. It5 object is to promote any charitable purposes for the benefit of the inhabitants of Burley in Wharfedale, Burley Woodhead and Stead by anysuch means that are deemed to be exclusr4ely charitable ac￿rdIng to the laws of England and Wales. The charity is run by a committee of elected and co-opted trustees who have control of the a55ociation and its property and funds. There should be at least 3 and not more than 18 members of the Commrttee, all of whom must be members of the Trust. New trustees are recruited and co-opted onto the board by the existing trustees and elected at theAGM. All trustees ￿e their time voluntarity. TheTru5t would liketo thank all its trustees fortheir ts-me and efforts toward5 the furtherance of its aims and objects. The Committee must hold at least 4 meetings a year. A quorum at a committee meeting 15 5 members, The Trust ha5 a number of powers set out in the constitution which may be exercised only in promoting its object. Membership of the Trust is open to any indi¥idual or organisation interested in promotingthe charity. Membership is by annual or lifetime subscription. ACHIEVEMENTS AND PERFORMANCE 2023 The Trust has had another 5ucce55ful year with membership now at 8861202V22: 9021. Last year we finalised the amalgamation of the former Burley Educational Trust (B￿) into the Communty Trust by incorporating its assets and income into a designated fund within BWCT. This year we have actively tried to distribute some of the accumulated funds and income rnain￿ to the trwo primary schoo15 in the village. We have also promded fvnds for a youth workerto run an Outreach secularyouth programme (Space) in the village in conjunction with Bradford youth services. ljjring this financial year BWCT has taken overall responsibility for the Burley Summer Festival to provide a legal entity for this important week-long village event and the popular Moor Run. It a150 enables US to daim gift aid on qualifying public donations and to economise on our insurance costs forthe trwo entrties. In addition to subscriptions and donations from members and the income from the former BET investments we have received rental income from Burley Trojans and Burley Cricket Club . Grft Ajd on qualrfw-ng donations was claimed afterthe end of the financial year- £2,550was received in October 2023. BURLEY IN WHARFEDALE COMMUNITY TRUSTTRUSTEES, REPORT YEAR ENDED 30th SEPTEMBER 2023 ACHIEVEMENTS ANO PERFORMANCE 2022123 (continued) We continued to maintain the Scalebor pavilion and contributed to the drainage maintenance of the pitches during the year. We continued our involvement in organising and running the annual Christmas ghts display, lights gwitch on and markets (with help from volunteers and other village organisations) and we also run the Annual Duck Race and Teas in the Park (with the Guides} in June. Ha¥ing raised funds from various source5 we have managed to help several village organisations with theirfundraising efforts. These include Budeyjunior cricket and football dubs, Walkers are Welcome, Unique, Men's Shed, BUr￿V Oaks and Burley WocKlhead primary schools and the WellbeirE Hub. In line with our ongoing responsibilities we have funded, supervised and undertaken the maintenance of the Pudding Tree and Jubilee gardens, Corn Mill Pond and Fountain of Life. We also provide the summer hanging baskets and flower tubs in the centre of the ¥illage. The ¥illage websrte is also part of the Trusys responsibilities and it has now been relaunched as a community Site. It contsins the very useful Village Diary of events. We have helped with fundraising to provide better footpath access for wheelchair and pushchair users and to provide village information boards for residents and visitors. The allotment path has been resurfaced partway and it is hoped that this will finally be completed early in 2024. The litter-picking inrtiative, started bytrustee Loraine Hughes urKlerthe name of Wharfedale Wombles, has continued to go from st￿ngth to strength with regular volunteer litier-picks in the iYllage on the first Sunday of the month, a self-help litter station nearthe Red Lion, and several other5 more regularly by certain members in areas nearto their homes. At the year-end total reserves stand at approximately £118,000 which includes ring-fenced fvnds for the Educational Trust {c£24,C(()) and Festival funds of c£9,000 (f rom which creditors of c£3,OCM) were paid in October'23). The trustees have already allocated £37,000 of the remaining General Fund towards specific projects which are induded in our future plans below. BURLEY IN WHARFEDALE COMMUNITY TRUST TRUSTEES, REPORT YEAR ENDED 30th SEPTEMBER 2023 FUTURE PiANS The Trusys future plans for promoting charttable activrty forthe benefit of the local residents include the following.. The proposed Pump and Balance Bike tracks for the recreation ground will be our major fundraising projert for the next two years. This will be done in conjunction wfch Bradford and Burley councils and requires in excess of £200,CX)O for construction. This development will be done in conjunction with Burley Trojans football club who will be fundraising for a new football pavilion nearby. The Trust 15 keen to see this inttiative completed by Spring 2025 and has pledged £25,¢JC(J of its General Fund towards these two tracks. Distribute funds from the Educational Trust to young people in the wllage. Continue to organise the Christmas u'ghts, Christmas Markets and the Duck Race. Help maintain the playrng field and pawlion at Scalebor and other village 355ets including the Corn Mill Pond, Fountain of Lrfe, Pudding Tree. Jubilee gardens and the Fountsin of Life. • Install village maps and walking information boards in four locations. Build on the relationship with the Summer Festival within the Trust's overall respon5ibilty Actrvely encourage and assist with fundraising for the new football pavilion. Continue working wrih the Parish Council. Bradford Counal and other fijndraisers and village organi5ations. • Maintain and improve the new communtywebsite and diaryto provide access for village organisations and businesses. Continue to improve walkj-ng and aC￿sS provision around the village for all abilities and ages. Maintain the community herb and vegetable gardens. Continue funding of youth provision in the village through programme, Unique and other initiatives. Continue and extend the Wharfedale Wombles liter pNcking initiative. Support for the Wellbeing Hub initiative and Men'5 Shed. Provide important local information through the village website, Facebook and our regular newsletterto members. Assist other local village organisations wrf(h funding. Signed on behalf of the CharityTrustees Duncan Ault . Chair December 2023 BURLEY IN WHARFEDALE COMMUNITY TRUST IBWCTI Registered Charity No 1098871 Receipt and Payinents Accounts - year ended 30 Septernber 2023 Note8 UN￿*1￿1ed ResrrKted Jfyds Futyjs La8t year RECEIPTS Membership ¥ubscriptw)ns and GfftaKI Cthstmas lights & mthet- incl thnations & Grftaid Cknabcm$ frcffn Coop FouNJati t)c*)ab"cns fr(¥m Br&Jlord Met Grant re￿rned Other Donat￿$ Dtsck Race in¢ome- tscket saks etc ScdeLx)r Pavth'on & Gr￿ndS rent & Ott￿ incune 8.118 8,118 2,090 1.982 12,216 9,390 2,441 7,800 1.471 1,471 1,222 3,838 2,462 2,990 2832 2.832 F-'Il Scaebjr Grounds Ma￿ten￿Ce Otw receipts FuThJ$ trAnslened from Bui*y Summef Festhv Surnmer Fe8bvd irTrcome nafrd fund - EducatK)nal FuThYs tranSlef￿ from BEr Income from nvestments FuTrJs previcmjsly donated- r￿ffled unused nated fund- Track FuTrJ8 transferred from BSF 12,321 932 12.435 12,435 23,877 5,128 soo 7,602 978 978 Receyts I"Gro88 Income- per Annual Retwnl 48.981 48,961 83,895 PAYMENTS Chrigtmas & mar*et Grants aThJ