2022-04-05-accounts

CHARITYCOMMISSION
FORENGLANDANDWALES

Trustees'AnnualReport[forthe]period

From62021PeriodstartdateTo 52022 Period onddato
AprilApril
Charityname:BW EddershawCharitableTrust
Charityrogistrationnumber:1151847

Objectives[and][ Activities]

					SORPreference	SORPreference
Summary	of the purposes			of	Para	1.17	Topromote thefollowing exclusively
the charity		as set out in its					charitable purposesfor the benefit of the
governing	document						public in the rural areasnorth of the A59
							and A64 within the counties of Cumbria,
							Durham west of the A68, Lancashire,
							Northumberlandand the former
							administrative area of the North Riding		of
							Yorkshire:
							1.The advancement of education
							2.The prevention or relief of poverty
							3.Topromote for the benefit of the public
							the conservation, protection and
							improvement of the physical and
							natural environment
							4.To promote the preservation,
							protection and improvement of
							features or buildings of historica,
							architectural or constructional merit
Summary	of the main				Para 1.19	1.17 and
activities in		relation to those
purposes	for the public
benefit, in	particular,		the
activities,	projectsor		services
identifiedin theaccounts.
Statement		confirming			Para	1.18	Grants aremade at the discretion of the
whether the trustees			have				trustees having regard to the objects	of
had regard		to the guidance					the charity, at all times complying with
issued by	the Charity						the guidanceissued by the Charity
Commissionon public							Commission on public benefit
benefit

Additionalinformation(optional)

You maychooseto includefurtherstatementswhererelevantabout:

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SORP reference
Para 1.38
Policy [on] grant making
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Para 1.38
Policy [on] [social investment]
including program related
investment
Para 1.38
Contribution made
by
volunteerss
Other
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Achievements and Performance

					SORPreference	SORPreference
							During	the year donations of £20,193
							were received. Therewere no grants
							made.
Summary of the main achievements of the charity,					Para	1.20	The trustees continue to make efforts to
identifying		the	difference the				encourage grant applications which fall
charity's	work		has made to				within	the objects of the charity but with
the circumstances				of its			continued limited success.
beneficiaries				any wider
benefits	to	society asa
whole.

Additionalinformation(optional)

You may choosetoinclude further statementswhererelevantabout:

Achievements against	Para	1.41
objectivesset
Performance of fundraising
activities against objectives	Para	1.41
set
Investment performance	Para	1.41

agaln81 oblo¢llvo8 Olher

Financial Review

Reviewofthe charity's		Para	1.21	A strong	financial position asoutlined
financial position at the end				within the Charity accounts
ofthe period
Statement explaining the		Para	1.22	The trustees do not have a reserves
policy for holding reserves				policy
stating whythey are held
Amount of reserves held		Para	1.22
Reasons for holding zero		Para	1.22
reservess
Details of fund materially in		Para	1.24	N/A
deficit
Explanation of any		Para	1.23	N/A
uncertaintiesabout the
charity continuing asa going
concem
Additional information	(optional)
You may chooseto include furtherstatements				where relevant about

The charity's principal	The charity's principal
sources of funds	(including	Para	1.47
any fundraising)
				Samlam Private Wealth aremanaging the
				Trust's investmentportfolio in
Investment policy and objectivesincluding any		Para	1.46	accordancewith agreed investment objectives. There is no defined ethical
social investment	policy			investmentpolicy
adopted
A description ofthe principal		Para	1.46
risks facing the charity
her

Structure,[Governance] and Management

Description ofcharity's
trusts:
Type of governing documentPara		1.25	Trust Deed
(trust deed,royal charter)
How is the charity	Para	1.2	Trust
constituted?
(e.g unincorporated
association, CIO)
Trustee selectionmethods	Para	1.25	Appointed by oxisting trustees
including details of any
constitutional provisions e.g.
election to post or name of
any person or body entitled
to appoint one or more
trustees

Additional information	(optional)	(optional)
Youmaychoose to include furtherstatements whererelevant about:
Policiesand procedures
adopted fortheinduction and		Para	1.51
training of trustees
The charity's organisational
structure andany wider		Para	1.51
network with which the
charity works
Relationship with any related		Para	1.51
parties
Other

Reference and Administrative details

CharitynameBWEddershawCharitable Trust
Othernamethe charity uses
Registeredcharitynumber1151847
Charity's principaladdress72 CoastRoad
Redcar
TS103RD

Namesofthecharitytrusteeswhomanage thocharity

me	s of the charity trus	tees w	ho manage	tho charity
					Nam
					of
					pors
					on
					(or
					body
				Dates actod if not for whole
	Trusteename	Office	(if any)
				year	ontiti
					ed to
					appo
					Int
					trust
					eo (if
	BWEddershaw	Chair			any
2	Miss JE Jameson
3	SRichardson
8
10
2
14
15
16
8
19
20

Corporatetrusteesnames of thedirectorsat thedate the report wasapprovedL
Directorname

Nameoftrusteesholdingtitletopropertybelongingtothecharity

TrusteenameDatesactedIf notfor wholeyear

[behalf][of][others] Fundsheld as custodian[trustees][ on] Description[of the][assets] held in this capacity Name and of the objects charity on whose behalf[the] assets[are][held][and][how][this] falls within the custodian charity's objects Details of arrangements for safe custody and segregation[of][such][assets] from the charity's own assets

Additionalinformation(optional)

Namesandaddressesofadvisers(Optionalinformation)
Type[of]NameAddress
adviser
Name[of][chief][executive]or names ofseniorstaffmembers (Optionalinformation)

Exemptions from disclosure

Reason fornon-disclosureof key personneldetails

Otheroptionalinformation

Declarations

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The trustees declare that they have approved the trustees' report abovo.
Signed [on] [behalf] [of] [the] charity's trustees
Signature(s)
staS.C
Fullname(s)AS HA
GcaS HA Sd can)S»d
Position (eg
Secretary, Chair, etc)l A
"
Date6// 222
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CHARITY COMMISSIONCharity Name No (if any)
FOR ENGLAND ANDWALES BW Eddershaw Charitable Trust 1151847
Receipts and paymentsaccounts CC16a
For the period Period start date To Period end date
from O6/04/2021 05/04/2022
Section A Receipts and paymnent
Unrestricted Restricted Endowment
funds funds funds Total fundds Last year
to the nearest
to the nearest £ to the nearest £ to the nearest £ to the nearest E
A1
Receipts
DonationaUnv Portfolio Income 20,193 V20,13
7,027 V7,027
Subtotal(Gross income for
AR) 27,220 27,220
A2 Asset andinvestment sales,
(seetable).
Sub total
Total receipts
20
20
A3Payments
Governancelnd Exam Accounts
Sanlam Inv Mgt Fees 30 30
5,311
Bank Charges 5,311
PrintingLEI AnnualExpFee Reimburse2020/21 SR 5
Subtotal 5.511
5.511
A4 [Asset] [and] [investment]
Purchases, (seetable)
Addition [to] [Sanlam] Portfolio
Capital A/VC 14,817
14,817
Subtotal 14.817
14,817
Totalpayments 20,028
20320
Net of receipts/(payments) 6,892
A5 [Transfers between] [funds] 6,892
A6 [Cash] [funds] [last] [year end] 17,384
Cash [funds] this year end 24,276 17,384
24276
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SectionBStatementofassets and[liabilities][at the][ end][ of][the][period]

												Unrestricted	Unrestricted	Unrestricted	Restricted	Restricted	Endowment
		Categories			Details								funds			funds	funds
												tonearest			to	nearest	to nearest £
B1 Cash funds					Cash	at	CAF	Bank						6,664
					Cash	BaL Sanlam			Portfolio Inc A/C					17,612
										Total cash funds
												/24,276
					(agree balances with						recelpts and payments
											account(s)	OK			OK		OK
												Unrestricted			Restricted		Endowment
													funds			funds	funds
					Details							to	nearest		to	nearest	to nearest £
B2 Other monetaryassets
												Fund		to which			Current value
B3 Investment			assets		Details Sanlam Investment					Portfolio		asset		belongs	Cost (optional)		(optional) 451,742
												Fund		to which			Current value
B4 Assets		retained for the			Details							asset		belongs	Cost	(optional)	optional)
charity'sown use
												Fund		to whlch	Amount due		When due
B5 Liabilities					Details							liability relates			(optlonal)		(optional)
Signed behalf	byone or two trustees on of all the trustees							Signature						Print	Name		Date of
																	approval
														Basil WEddershaw Stephen Richardson			2a2

CHARITY COMMISSION Independent[examiner's] FOR ENGLAND ANDWALES report[on][the accounts]

SectionA

Independent[Examiner's]Report

Reporttothetrustees2w.CDEASHAW Car asc 7ST On accountsfor the endedyear s- 2022 Charity Ap/L (ifany)IS/847 Setout on pages I2(remember to include the page numbers of additional shets) report[to the][trustees] on my examination of[the] accounts[of][the][ above] charity ("theTrust") forthe year[ended] o5/ 0HAoAÀ Responsibilities[and] As the[charity] trustees of the Trust, you[are] responsible[for][ the] preparation basis of report of the accounts in accordance with the requirements of the Charities Act 2011 ("the Act'). report in respect of my examination of the Trust's accounts carried out undersection 145[of] the[2011][Act][and] in carrying out my examination, have followed the applicable Directions given by[the] Charity[Commission] under section 145(5)(b)[of][the Act.] Independent I have completed my examination. confrm that no material matters have examiner'sstatement come to my attention faterthanthatdiselosedbetom) in connection with the examination which gives mecause to believe that in, any material respect: accounting records were not kept in accordancewith section 130 of the Act or the accounts do not accord with the accounting records

I have no concerns and have comeacross no other matters in connection with the examination to which attention should be[drawn] in order to enable a proper[understanding] of the accounts to be reached. Please delete the words in the brackets[not apply.] if they[do]

Signed: Date:/3le222

Name: o HN GKA MAM Relevant professional qualification(s)orbody (ifany): Address:

[[B]] Disclosure

Section[[B]]

Onlycompleteiftheexaminerneedstohighlightmatters[of]concern(seeCC32,
Independentexaminationofcharityaccounts:directionsand guidancefor
examiners).

October2018

JER

Give herebrief details of
any[items]thatthe
examinerwishesto
disclose.

2

IER

October 2018