## **Kirklees Adventure Trust** Report of the Trustees for the year ended 31 March 2021 Registered Charity number: 1118213 **The trustees present their report together with the financial statements of the charity for the year ended 31 March 2021** . ## **Referee and Administration Information** Registered Charity number: 1118213 ## **Trustees** The Trustees serving during the year were as follows: Mr. Stephen Dunn Chair Mrs. Kathryn Cross Secretary Mr. Richard Broome Treasurer Mr. David Archer Mr Sean Brady Mr. Richard Woffenden ## **Independent Accounts Examiner** Hayley Gudgeon FCCA, 1 Bescot Way, Wrose, Shipley, BD18 1QA ## **Bankers** C.A.F. Bank Ltd, 25 Kings Hill Avenue, West Malling, Kent ME19 4JQ ## **Trustee Induction and Training** New trustees are provided with copies of the most recent accounts of the charity and a copy of its governing documents as well as other documents produced by the charity together with an explanation from the Chair and other Trustees of the manner in which the charity is organised and managed. All Trustees are encouraged to maintain an up-to-date understanding of their responsibilities by taking advantage of any relevant external training and publications issued by the Charity Commission. ## **Organisational Structure** ## _**Governing Document**_ The Trust's governing document is the Declaration of Trust originally made on 22nd January 2007, as amended on 14[th] January 2020, when the name changed from the Kirklees Duke of Edinburgh’s Award Trust to Kirklees Adventure Trust. (as amended at a Special General Meeting on 26 May 2020, and confirmed by Deed dated 25 July 2020). 1 ## **Kirklees Adventure Trust** Report of the Trustees for the year ended 31 March 2021 Registered Charity number: 1118213 ## _**Risk Management**_ The Trustees are responsible for the management of the risks faced by the charity and have reviewed the major risks and measures for their mitigation as part of an ongoing process. They are satisfied that the process adopted is adequate to identify and mitigate any impact which such risks might have on the Charity and its activities in the future. ## **Objectives and Activities** The Trust's objectives are to deliver public benefit by the provision of education, training and recreational facilities for young people and vulnerable or isolated adults in the Kirklees area in particular (but not exclusively) those hard to reach or with special needs so as to develop their physical, mental and spiritual capacities that they may grow as individuals and members of society and that their conditions of life may be improved by promoting and participating in adventurous, volunteering and skilled activities. To support this objective our activities primarily involve fundraising, working in partnership with other community groups, charities and businesses on projects to improve access. We make grants to improve resources and make small grants to individuals facing hardship or additional costs due to special needs, to meet the costs of participating in the Duke of Edinburgh's Award and other adventurous, volunteering and skilled activities. Our Trust was established in 2007 with a £50,000 donation from another charity. This donation was intended to be invested to provide income to support the Trust's work. ## **Financial Review** The Trust’s activities were significantly impacted by the global coronavirus pandemic during the year and this obviously affected the Trust’s finances as well. Our main fund-raising activity, the Annual Christmas Fayre, was unfortunately cancelled and some of the activities/projects we had planned were either cancelled, significantly curtailed e.g. Summer Wacky, or deferred. Incoming resources amounted to £58,689 compared to £48,385 in the previous year. Once again, we have been fortunate to have been awarded some significant grants during the year, making up £46,707 of our total revenue. We are indebted to the following organisations for their support: Co-operative Local Community Fund; Transpennine Express Transform Fund; Postcode Community Trust; Mirfield Educational Charity; George Martin Foundation; Peter Harrison Foundation; and the Persimmon Homes Charitable Trust. Resources expended amounted to £31,392 compared to £53,280 in the previous financial year, reflecting the impact of the pandemic on our ability to carry out some of our planned activities. 2 **Kirklees Adventure Trust** Report of the Trustees for the year ended 31 March 2021 Registered Charity number: 1118213 A consequence of successfully receiving grants and our curtailed activities means that our restricted funds are higher than normal at year end (£21,288) - these are monies which are earmarked for specific activities which will be carried out in future. In summary, the Trust’s overall funds increased by £27,297 during the financial year. ## **Annual report and our Plans for the Future** This report covers the period 1[st] April 2020 to 31[st] March 2021, a period where the UK was in several local and National lockdowns due to the Global Pandemic, Covid 19. This saw all face-to-face youth work and meetings and none essential businesses cease operations. We were engaged with several major grant projects (Mini-Bus, Muga) which we continued resulting in successful outcomes. By the end of the year (2020), our Grant Consultants Clearview made the decision not to extend its contract with the Trust. Whilst this was disappointing following the great results, it was accepted that it had achieved our goals and with all the other changing aspects of the Trust’s direction it made more sense for the Trust to look at smaller grant applications, which Sean agreed to manage as a Trustee. As the chair, I feel it’s appropriate to put on record our sincere gratitude and thanks to Sean for his consultation work over the last year. The Trust conducted its meetings online, learning about Zoom and Microsoft Teams, which proved to be just as effective as our face to face meetings, but not as sociable. We will continue with this until Covid’s impact on society declines dramatically. In 2019, Kirklees Council had engaged a consultancy firm, SEE Ahead, to look at the operation of Kirklees DofE and LDW, which included the Trust’s role, to help identify issues and propose new business plans. The report was published early 2020 with a lot of praise for the work undertaken by the DofE staff team and the support from the Trust. It was able to identify areas of change needed in order to maintain and develop its operation. This coincided with Kirklees DofE move to a different Council Service department, Learning and Early Support. The new management have pledged their full support for DofE and Little Deer Wood. Kirklees DofE remains selffunding. The Trusts journey of rebranding continued with an agreed new Logo and changes to the Website. These changes have had no adverse effect on our operations. Due to the Pandemic we made the decision not to hold our annual Christmas fayre at LDW. This is a big slice of our yearly fundraising, which we have had to take on the chin, but as and when the situation allows, we will re-engage with this event. It also meant that the annual DofE Presentation of Awards was held Virtually. The Trust provided a video recorded presentation. The Trust is in a positive financial situation which can be seen in the Treasurer’s annual report. We have a steady increase in requests for support from participants and we are looking forward to recruiting some new Trustees in the near future. Many thanks to my fellow Trustees, who can be proud of their involvement in giving opportunities to young people in the Kirklees Community. 3 CHARITY COMMISSION FOR ENGLAND AND WALfS Xlrklees TTu# CC16a Forlh&perh)d To Olm4tt020 311Q312W21 Section A Receipts and payments Unrestriclad funds totbE Restricied funds Endo*Thent fvnds Toialfunds L4•tyear totha t¢)th* n*aE•stE ta nEar￿t£ At Re￿1 10.080 46,707 *O,L 46.707 14.347 25.73B G￿lfUn￿￿ E￿rf¥ fyll PJd Inlwt 107 219 Sub total(Gross Inco￿ AW A2 Aqw and In￿￿￿￿t¥8￿. 56.U9 warde consul13￿y Pr(yBdy tsÈtbt RÉpA 24.800 35230 631 12A65 Evenls Sub fotsi Assei and InY8sonent urchasBS, Eeo tab Ndof*vceiptg(p*ymentsJ S Trnnsfprs bet￿Tr funds Cash tunds kstyearend C?sb lunds Ihis ye4rend 27 21 2410112022 Section B Statement of assets and liabilities at the end of the period Unrestricted funds R951ricted fitn(ts tonèaté$t£ Endowment fundts to nTrar￿t£ 81 Cash fund¥ 4T.199 76,467 41.MJ Total cash funds 165,$49 21,28B Unr*JtrWd funds tonut•st£ Endowmnt funds funds ton•arè&tE Detsils B2 Othprmonolary a8* Fur4lto*thlG aydit rJOton C4stloptith*ll 83 Imiesbnènt assets Fundto*thkh ¢unr*nt Y4lu• iopth)nall otairs B4 Assets retalnod forth• - 0110 Fund lo*thkh AM￿nI d Whpn d BS Liabilith¥ Affl0￿￿t FuTrY8 Summ•ry Tdal F￿0• 165549 Reyer ￿￿￿￿emInI hffli#ed Restaled 8ZI Oak of rov* behBIT Of $llthfrtrustees &gnalure Prfnl Nan C¢XXR2 ISSI 2W0112022 Independent Examiner's Report Hayley Gudgeon FCCA, 1 Bescot Way, Wrose, Shipley, BD18 1QA In accordance with the provisions of the section 43 of the Charities Act 1993, I have examined the statement of financial activities and balance sheet of the Kirklees Adventure Trust related to the year ended 31 March 2021. This examination did not extend to a comprehensive audit of such statements. I confirm that the statements accord with the accounting records of the Trust and that such records satisfy the requirements of the Act. I am not aware of any matter to which attention needs to be drawn to obtain a proper understanding of the account. Signed Hayley Gudgeon FCCA Date 25.01.22