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



```
Additionalinformation(optional)
```

```
You maychooseto includefurtherstatementswhererelevantabout:
```


**----- Start of picture text -----**<br>
SORP reference<br>Para 1.38<br>Policy [on] grant making<br>**----- End of picture text -----**<br>





**----- Start of picture text -----**<br>
Para 1.38<br>Policy [on] [social investment]<br>including program related<br>investment<br>Para 1.38<br>Contribution made<br> by<br>volunteerss<br>Other<br>**----- End of picture text -----**<br>


## `Achievements and Performance` 

||||||`SORPreference`|`SORPreference`|||
|---|---|---|---|---|---|---|---|---|
||||||||`During`|`the year donations of £20,193`|
||||||||`were received. Therewere no grants`||
||||||||`made.`||
|`Summary`<br>`of the main`<br>`achievements`<br>`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`<br>`limited success.`||
|`beneficiaries`||||`any wider`|||||
|`benefits `|`to `|`society asa`|||||||
|`whole.`|||||||||



```
Additionalinformation(optional)
```

```
You may choosetoinclude further statementswhererelevantabout:
```

|`Achievements against`|`Para`|`1.41`|
|---|---|---|
|`objectivesset`|||
|`Performance`<br>`of fundraising`|||
|`activities`<br>`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`<br>`position`<br>`at the end`||||`within the Charity accounts`||
|`ofthe period`||||||
|`Statement`<br>`explaining the`||`Para`|`1.22`|`The trustees do not have a reserves`||
|`policy`<br>`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`<br>`continuing asa going`||||||
|`concem`||||||
|`Additional`<br>`information`|`(optional)`|||||
|`You may chooseto include furtherstatements `||||`where relevant about`||



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





## `Structure,[Governance] and Management` 

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



|`Additional`<br>`information`|`(optional)`|`(optional)`||
|---|---|---|---|
|`Youmaychoose to include furtherstatements whererelevant about:`||||
|`Policiesand procedures`||||
|`adopted`<br>`fortheinduction and`||`Para`|`1.51`|
|`training`<br>`of trustees`||||
|`The charity's`<br>`organisational`||||
|`structure andany wider`||`Para`|`1.51`|
|`network`<br>`with which`<br>`the`||||
|`charity`<br>`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` 


**----- Start of picture text -----**<br>
The trustees declare that they have approved the trustees' report abovo.<br>Signed  [on] [behalf] [of] [the] charity's trustees<br>Signature(s)<br>staS.C<br>Fullname(s)AS HA<br>GcaS HA Sd can)S»d<br>Position (eg<br>Secretary, Chair, etc)l A<br>"<br>Date6// 222<br>**----- End of picture text -----**<br>





**----- Start of picture text -----**<br>
CHARITY COMMISSIONCharity Name No (if any)<br>FOR ENGLAND ANDWALES BW Eddershaw Charitable Trust 1151847<br>Receipts and paymentsaccounts CC16a<br>For the period Period start date To Period end date<br>from O6/04/2021 05/04/2022<br>Section A Receipts and paymnent<br>Unrestricted Restricted Endowment<br>funds funds funds Total fundds Last year<br>to the nearest<br>to the nearest £ to the nearest £ to the nearest £ to the nearest E<br>A1<br> Receipts<br>DonationaUnv Portfolio Income 20,193 V20,13<br>7,027 V7,027<br>Subtotal(Gross income for<br>AR) 27,220 27,220<br>A2 Asset andinvestment sales,<br>(seetable).<br>Sub total<br>Total receipts<br> 20<br>20<br>A3Payments<br>Governancelnd Exam Accounts<br>Sanlam Inv Mgt Fees 30 30<br>5,311<br>Bank Charges 5,311<br>PrintingLEI AnnualExpFee Reimburse2020/21 SR 5<br>Subtotal 5.511<br>5.511<br>A4 [Asset] [and] [investment]<br>Purchases, (seetable)<br>Addition [to] [Sanlam] Portfolio<br>Capital A/VC 14,817<br>14,817<br>Subtotal 14.817<br>14,817<br>Totalpayments 20,028<br>20320<br>Net of receipts/(payments) 6,892<br>A5 [Transfers between] [funds] 6,892<br>A6 [Cash] [funds] [last] [year end] 17,384<br>Cash [funds] this year end 24,276 17,384<br>24276<br>**----- End of picture text -----**<br>




```
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`<br>`value`|
|`B3 Investment`|||`assets`||`Details`<br>`Sanlam`<br>`Investment`|||||`Portfolio`||`asset`||`belongs`|`Cost (optional)`||`(optional)`<br>`451,742`|
|||||||||||||`Fund`||`to which`|||`Current`<br>`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`<br>`behalf`|`byone or two`<br>`trustees on`<br>`of all the trustees`|||||||`Signature`||||||`Print `|`Name`||`Date of`|
||||||||||||||||||`approval`|
|||||||||||||||`Basil WEddershaw`<br>`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`