Charity No. 1151528
MATTERDALE COMMUNITY ASSOCIATION
FINANCIAL STATEMENTS
YEAR ENDED 31st MARCH 2025

Penod start date
Period end date
From
01
2024 To 31
03
2025
Section A
Reference and administration details
Charity name
MA￿ERDALE COMMUNITY ASSOCIATION
Registered charity number
1151528
Charlty's prlnclpal address
The Old Vicarage
Matterdale
Penrith
CA11 OLD
Names of the charlty trustees who manage the charlty
Date8 acted If not for whol•
year
Trustse n•me
Offic• (If any)
Veronica Gore
Chair
Jane Newport
Mark Nixon
Secretary
Treasurer
Alison Ball
Simon Ball
Emma Bray
Brian Clark
Peter Crofts
David Hamson
10
Paddy Palmer
Anna Williams
12
Steve Williams

Section B
Structure, governance and management ￿p.,:,::
Descriptlon of the charity's trusts
Type of governing document
Constitution dated 1511113
How the charity is constituted
Charitable Incorporated Organisation
Trustee selection methods
Appointment by existing trustees or election at the AGM by members
present,
Section C
Objectives and activities
Summary ofthe objects ofthe
charity set out in its
governlng document
(1) To promote for the benefit of the inhabitants of Matterdale and adjacent
parishes without distinction of sex, sexual orientation, race or of political,
religious or other opinions, by associating togetherthe said inhabitant8 and
the local authorities, voluntary and other organisations in a common effort
to advance education and to provide faalities in the interests of social
welfare for recreation and other leisure time occupations with the object of
improving the conditions of lrfe of the said inhabitants.
(2) to establish or secure the establishment of a communty centre
{hereinafter called 'the centre,) and to maintain and manage the same
(whether alone or in co-operation with any local authorrty or person or
body) in furtherance of these obj'ects.
(3) To advance education for the benefft of the public through the provision
of educational grants to young people underthe age of 25 who are resident
in Matterdale wrth any funds that are not required for the maintenance or
development of the property.

Summary of the main
activities undertaken for the
public benefit in relation to
these objects
Public Benefit
Trustees confim that they have had regard to the guidance issued by the
Charity Commission on public benefit as activities have been planned and
undertaken wrthin the objects of the Matterdale Community Association
dunng the period covered by this Trustees Report (April 2024 to May
2025)
Please see the summary of the main activities in Section D below.
Section D
Achievements and performance
Summary ofthe maln
achievements of the charity
durlng the year
Activitie8 April 2024 to March 2025
Administratlon & Communications
Th8 trustees meet approximately every two or three months during the
year. Communication with members and the wider community has
been through the MCA websrte, emails to members from the MCA
Secretary, Ullswater Together, posters, Matterdale Nextdoor and
through social media. As well as advertising MCA events we also
provide links to websites of other village halls and have advertised some
of their upcoming events.
Community Hall
There have been significant developments ￿gardIng the possible
replacement community hall for the valley. The communty has been
very fortunate that a local designer has worked for a nominal
consideration to show that a smaller, but useful, building would be
achievable wrthin budget. The revised plans were presented to the
communty on two open days in October 2024 by the Matterdale School
Foundation (MSF) and were supported by the majonty of those who
made comments. Suggestions for activities and events were also
received. The Lake Distnct National Park (LDNP) has now given
planning permission for this smaller replacement facility.
MSF subsequently requested that MCA revise the previous Business
Case to take account of the smaller facilty. Trustees have spent the
first few months of 2025 working on this document which is nearing
completion and will be presented to MSF in May 2025. MSF are yet to
make a final decision on whether to proceed with the revised plan which
will be dependent on the viability of the Business Plan, and fuller build
costings coming In wrthin budget.
MCA trustees were invited to a meeting with Hellen Aitken from Action
wilh Communities in Cumbria (ACT), organised by Matterdale Pansh
MPC . At this meetin
Council L
the relationshi
between the three

organisations (MSF. MPC, MCA) was discussed wrth a view to clanfying
the opts'ons for ownership of the proposed new facilty and site, and
some aspects of the lease agreement with MCA for the running of the
Centre. This work Is ongoing.
Community Events
The planning and organising of events are undertaken by the Virtual
Village Hall committee (WH), a subcommrttee of MCA compnsed of
trustees and members. In the absence of a dedicated space, events
are organised in a number of venues. The new owner of The Royal
Hotel made available, on a lemporary basis. a large room called The
Studio, at the back of the Hotel, for MCA organised events and
activities. This enabled the VVH to expand the range of events and
activrties offered. It has also enabled MCA to have an easily aC￿SSIble
venue for meetings of various kinds.
The VVH organises several regular events including a weekly outdoor
fitness class led by a local fitness instructor held on the meadow at the
Royal Hotel. The Royal also hosts the well-attended bi-monthly quiz.
One quiz was held in aid of Another Way, a local environmental charrty
for young people. Badminton is organised weekly at Watermillock
Village Hall from September to June. There is also a monthly film club
which was held In people's homes. but which may move more regularly
to the Studio now that Is available. The two steel pans groups continue
to meet in a local bam, and it's planned that they will perfonn at an event
to mark VJ Day in August 2025.
The availability of the Studio has also enabled WH to organise
number of craftlskills sharing workshops and games evenings, and to
start showing a series of films as part of the communrty cinema initiative
led by Cine North. A local teacher took a popular yoga session for a
few weeks, but unfortunately had to stop because of other
commitment3.
Other events at the Royal Hotel included a Halloween event with
pumpkin carving, dressing up and other Halloween fun, and a Beetle
Drive.
l August saw the second Matterdale Summer Day held on the rec￿ation
field. This was a well-attended and successful event wrth Dog Agilrty
demonstrations, family dog show, local produce and information stalls,
talks, the Paris(h) Olympics, live music, dancing Thanks are due to
MPC and Westmorland and Furness Council for their support in hiring
a large marquee: to Cury's Builders for providing the portable toilets,
to the donors of items for the 'Wishing Tree.; Katie's K9s dog agilty.,
! the musicians (Bald Mountain String Band, The Moorland Ukelele
i Group and The Coats featuring Alex Wilkinson),. The Royal for running
the bar and to all the stsll holders, helpers, and those who lent
equipment.
A treasure trail around the valley was also well supported and great fvn
and showed how much you can see when you really look.
The annual Matterdale croquet toumament was held at Langwathby as
in previous years and was enjoyed by all who attended.
At Watermillock Village Hall we organised a Harvest Hop and Supper
Jointly with VNVH committee. This comprised a bring-and-share
supper and very enjoyable attempts at line dancing. MCA also
or
anised a Burns Ni
ht includin
eches. a much-en
ed ceilidh

provided by the local Bald Mountain String Band with their caller Sally.
as well as Haggis and Neaps and a piper to pipe the haggis in.
The WH also supported Matterdale Church by organising an Easter I
egg hunt and refreshments at the Easter Sunday service, and by |
decorating the church windows for Christmas.
Habltat Survey and Nature group
The habitat suryey group re-met in April 2024 to review mapping and
practise surveying in preparation for the next season. This was followed
by a 3 day group survey of land at the Knotts and Binks Moss. We were
fortunate to be joined by 3 members of the Cumbria Flora group who
did an extensive species list of these areas. Surveys continue to be
digitised by Carla Pont. Further surveys were completed dunng the
summer Including land at Baldhowend, Spnngbank and Iwalloway.
Approximately 10 days of meetings and surveys were held. Members
of the group gave a presentation about the project to the Ullswater
Breakfast in June.
Nature Educatlon
The Habitat group organised 2 sessions of moth trapping led by Peter
McQueen. the first at Foxhill and the second at Crookwath, which were
very well attended and enjoyed by all.
In Autumn the group were approached by the Cumbria Biodiversity Data
Centre to be involved in a project for 2025 on Improving Ecological
Skills. There are only 3 community groups involved so this is a great
opportunrty for the Matterdale group.
Oral Hlstory Project
In October 2024 an Oral History group was set up to capture
membered histories of life in Matterdale. The group had an initial
meeting with the Ambleside Oral history group who have been active
since the 1970's and were keen to give advice. Following this the group
met and a project outline was drawn up and a training session arranged
with Ambleside in January. The group successfully acquired funding
from the MCA and the FOUW (£300 from each) for equipment and
software. The group have also met with the Carlisle Library Archive
who are happy to support the project and accept any audio files and
transcnpts to their archive. Interviews commenced in February with
local people, and to date 8 interviews have been conducted, transcribed
and edited. The project is ongoing and has so far met with enthusiasm.
l A launch is planned for later in the year.
l The group has had 7 planning and review meetings so far.
Curlew group
This group was set up In Spring 2024 by Chnstopher Smith involving
volunteers from Matterdale.
Monitonng over set areas occurred
I through spnng and summer and a review meeting was held at the end
l of the season. Unfortunately, results were disappointing. An inrtial
meeting was held in February 2025 which was very well attended and
presentation was given by Chnstopher and volunteers recruited for
this year. A field day was also arranged to practice protecting nest sites
'th electric fencing. The project is ongoing.

| Activitles April onwards
Community Events
During these two months, in addition to our regular events, MCA held
the second Community Film night. We are planning a concert by a local
folk band 'Tatties' Ankles", supported by 'Muckle Spree., to be held in
late May in Matterdale Church. This is jointly organised wrth the Church
and is held in aid of the church improvements. We also plan to hold
some events during Big Green week in June and are planning an event
at the Royal Hotel to mark VJ Day in August wrth music and games.
Thanks
There are too many people to thank. MCA would not function wrthout
all those who contribute to organise events, chair meetings, wrile
reports. perfomi at events, wrrte minutes, send out emails, update the
websrte, send photos of events out on social media, support or sponsor
our events. Thanks too to all those who came along and took part in
the events and who we hope enjoyed themselves, leamt something
new, felt fitter, met someone new, and had fun.
Section E ¥￿..
Financial review
i Flnancial Rev•ew
The MCA generated a surplus of £151 for the year to 31* March 2025,
and helped raise £413 for local charity Another Way and £70 for the
Salvation Amiy Food Bank at the Summer Day.
Reserves Policy
It is the policy of The Charity to hold a level of reserves sufficient to
maintain its current level of activities into the followin
Section F
Declaration
The trustees declare that they have approved the tru8tee8' report above.
Signed on behalf of the charlty's trustees
Signature(s)
Full name(s)
Veronica Gore
Position
Chair
Date
31o12JlS

MATfERDALE COMMUNITY ASSOCIATION
Annual accounts for the
Charrty No
eriod
1151528
Pwiod start d*
0110412024
date
3110312025
Section A
Statement of financial activities
Restrlcted
income
funds
Recommended
catsgorie8 by acllvity
Unrestrict
funds
Endowment Total th18
funds
year
Total last
year
Incomlng mources (Not8 3)
F01
F02
F03
F04
F05
70
70
738
5,268
5,268
2,218
Totsl Ancomlng rnsources
Resou￿8 expended (Notes 4)
Co•ts of Genern￿n0 Fund•
5,268
70
CharWab* acU￿t*S
4,629
488
4,629
558
70
693
Total rnSOu￿•s axpended
N•t Incomknty(outgolng) rnsourcu beforn
70
2.052
151
151
903
Gro88 transfer8 between fund8
hl•t lncomlnty{outy￿ngJ resourcos befor•
othw rncognl$•d gaIn￿[lou•s)
Other rocognised gain311108808)
Gains and losses on revaluat￿1 of fixed assets
for the charity's M use
Gains and losses on investment assets
151
151
903
S17
S18
Net movement in funds s19
Total funds brought forward
Total fun<ts canled fi>rward $21
151
151
903
szo
5,855
6,006
5,855
6,006
4,952

Section B
Balance sheet
es
income
funds
Unrostricted
funds
Endowment Total this
funds
year
Tolal last
year
Fixed assets
Tangible assets
F01
283
F02
F03
F04
F05
283
283
Investsnents
Total fi￿￿ a8$0ts
283
Current assets
Stock and work In progras8
Debtors
(Short temi) Investments
Cash at bank and in hand
Total current assets
283
283
150
5,922
6,072
6,005
6,005
Creditors: amounts falllng due within
one year
282
282
500
Not current assets/(Ilabilltles)
5,723
5,723
5,572
Total assets less current Ilabllltles
6,006
6,006
5,855
Creditors: amounts falling due aftèr
one year
Provisions for liabllities and charges
Net assets
6,006
Funds of the Charity
Unrastrictod funds
6,006
5,855
5,855
151
5,855
151
4,952
903
Restrictsd Income funds
Endowment fund3
Total funds
6,006
5.855
Signed by one trustee on behaff of all the
trustees
Signature
Print Name
roval
M A NIXON

Sectioii C
Notes to the accounts
Not6 1
Basis of preparatlon
1.1 Ba818 of accounting
These accounts have been prepared on the basis of histonc cost (except that investments are shown at market
value> in accordance wrth
Accountsng and Reporting by Chanbes - Statement of Recommended Practice {SORP 2005); and wilh
Accountsng Standards,.
and with the Chanties Act.
1.2 Change In basls of accountlng
There has been no change to the accounting policles Ivaiuats'on rules and methods of accounting) since last year.
1.3 Changes to previous accounts
No changes have been made to accounts for previous years.

Section C
Notes to the accounts
(cont)
Note 2
Accounting policies
Thls Standard Ilst of accounting policies has been applled by the cha17ty except for those delet￿. Whern a dthrent or
additional pollcy has been adopted then this Is detailed In the box below.
INCOMING RESOURCES
Recoonition of incoming
resourcgs
These are Included in the Statemeni of Financial Aclivtties (SOFA) when..
the chantv be￿)me$ entstled to the resources..
the trustees are virtuallv certain thev Mll receive the resources." and
the monetary value can be measured wrth sufficient reliabilrtv.
Where incoming resources have related expenditure (as fundraising or contract income)
the Incoming resources and related expenditure are reported gross in the SOFA.
Grants and donations are only Included In the SOFA when the charity has unC0ndrt￿nal
entrtlement to the resources
Incoming resources from tsx reclaims are induded in the SOFA at the same tsme as the gift to
which they relate.
This is only tr￿luded In the SOFA once the related goods or services have been delivered
Incoming rn8ourc•s with
related expendlturn
Grants and donation8
Tax reclalms on donatlons
and glfts
ContrnGtual Incomè and
performan￿ rglatod grnnts
G1ft8 In klnd
Gifts in kind are accounted for al a reasonable estimate of their value to the chanty or the
amount actually realised.
Gffts In kind for sale or distribution are included in the ac¢ounts a8 gffts onty when sold or
distnbuted by the Charity.
Grfts in klnd for use by the charity are included in the SOFA as incoming ￿SOurceS **hen
receivable.
These are only Included In incoming resour￿9 Ivrfh an equivalent amount in resources
expended) where the benefit to the charity Is reasonably quantrfiable, measurable and material
The value placed on these resources Is the estimaled value to Ihe charrty of the service or
facility received
The value of any voluntary help received is not included in the accounts but Is described In the
trustees, annual report.
This Is included In the accounts when receivable.
Investmant galns and1088M Thi8 indudes any gain or loss on the sale of investments and any gain or loss resulb'ng from
revaluing Investments to market value at the end of the year
Donatsd servlce8 and
f4cllltie8
Voluntser holp
Investmènt Income
EXPENDITURE AND LIABILITIES
Liablllty recognltlon
Liabilities are recognised as soon as there is a legal or constructsve obligation committing it
charity to pay out resources
Include costs of the preparation and examination of siatutory accounts, the costs of trustee
meetings and cosl ol any legal advice to trustees on governance or constitulional matters
Where the charty gives a grant wrth conditions for rls payment being a specffic level of sen41ce
or outpul to be provided. such grants are only recognised in the SOFA once the recipient of the
grant has prowded the specified service or oulput.
These are only recognised in the accounts when a commitment has been made and there are
no conditions to be met relating to the grant which remain in the control of the chanty.
Support costs include ¢entral funcbons and have been allocated to activity cost categories on a
basis consistent wrth the use of resources. eg allocating property costs by floor areas, or per
capita. staff costs by the time spent and other costs by their usage
Govornanco costs
Grants wlth perforniance
conditlons
Grants payable wlthout
performanco condltlons
Support Co8t8
ASSETS
Tanglble fixed assets for uso These are capitalised rf they can be used for more than one year. and cost at least £500. They
by charity
are valued at cost or a reasonable value on receipt.
Investments
Investrnents quoted on a recognised stock exchange are valued at market value at the year
end. Other investment assets are included at tnjstees. best estimate of rnarket value.
Stocks and work In progress These are valued at the lower of cost or market value.

Section C
Notes to the accounts
Note 3
Analysls of incoming resourcos
Th18 ￿*r
La8t y•ar
Voluntary incom•
Donatsons
Penrrth SA Food Bank
45
693
70
Total
70
738
fvnd•
Total
Incomlng r••ourco• frnm
¢￿TItabl• •ctlviti
Summer Evorrt
Bum's N ht
Folk Ni
hl
Shan
man Eveni
oU￿N hts
Film Ni
hts
Craft Fair
uel
3.870
422
274
230
100
75
85
Totsl
Note 4
Anatyg1$ of rnsource8 •xpended
Th1• y••r
L**t y•ar
Fundral•lng tradlng co•ts
Total
Charltable aclivlts•
mmar Even
Bum's Ni
hl
ht
Shan
an Evenin
Film Ni
hls
Other event cos
Oral Hislo
ro
Websrte costs
tin
lance
2.967
622
183
139
132
137
ect
259
157
157
Total
4.629
Donatlons
Another Wa
Salvalion Arm
Penfrth C
413
70
75
FoTrJ Bank
lu
693
Totsl
558
693
CC17a {Excdl
0￿025

Section C
Note S
Debtor8 and prepayments
Amounts falllng due
within one yèar
Th18 yoar
Last vgar
Amounts falllng du• aft•r
mor• than o
This Year
Last yaar
8ummer Evont marquee deposlt
150
Total
150
Not• 6
Credltor8 and accrua18
An•ty818 of crodltorn
Amounts tdlllng d
wlthln one
Thls vear
Last yoar
Amounts falling duo after
morn than one
Th18 year
Last vur
Oral Hlstory project
Film hiro fees
Grant rec•lvod for Summor Event marqu•0 (Aug 24
126
500
Total
282
500
CC17a IEx¢dl
05105r2025