|||||||||
|---|---|---|---|---|---|---|---|
|**Trustees' Annual Report**|||||**for theperiod**|||
|**From **|Period start date|||**To**|Period end date|||
||01|04|2021||31|03|2022|
## **Section A Reference and administration details**
**Charity name** Lidgett & Beyond **Other names charity is known by** - **Registered charity number (if any)** 1163523 **Charity's principal address** Heyroyd Skipton Old Road Colne **Postcode** BB8 7AD
## **Names of the charity trustees who manage the charity**
|1
2
3
4
5
6
7
8
9
10|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of person (or body)**
**entitled to appoint trustee (if**
**any)**|
|---|---|---|---|---|
||David Cockburn-Price|Chairman|||
||Linda Turner||||
||Mark Turner||||
||Alison Birkinshaw||||
||||||
||||||
||||||
||||||
||||||
||||||
**Names of the trustees for the charity, if any, (for example, any custodian trustees)**
**Name Dates acted if not for whole year**
## **Names and addresses of advisers (Optional information)**
|**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**|
|---|---|---|
|**Type of adviser**
**Name**
**Address**|||
||||
||||
|**Name of chief executive or names of senior staff members (Optional information)**|||
||||
March **2012**
**TAR**
1
**Section B Structure, governance and management**
## **Description of the charity’s trusts**
Type of governing document
- (eg. trust deed, constitution)
> [Constitution, dated and adopted 21/05/2015 ]
How the charity is constituted
- (eg. trust, association, company)
> [Charitable Incorporated Organisation (“CIO”) ]
Trustee selection methods
- (eg. appointed by, elected by)
> [Appointed by existing trustees ]
## **Additional governance issues (Optional information)**
You **may choose** to include additional information, where relevant, about:
- policies and procedures adopted for the induction and training of trustees;
- the charity’s organisational structure and any wider network with which the charity works;
- relationship with any related parties;
- trustees’ consideration of major risks and the system and procedures to manage them.
The trustees will make available to each new trustee, on or before his or her first appointment:
- a. details of the CIO’s registration;
- b. information on the CIO’s objectives, activities, resources, public profile and risk register;
- c. a copy of the current version of the constitution;
- d. a copy of the CIO’s latest Annual Report and statement of accounts; and
- e. declaration of register of interests and willingness to serve.
- The trustees share information relating to their duties and obligations, as well as what is permitted for fundraising activities, campaigning and political lobbying for public benefit. They maintain a summary register of interests and a risk register for the charity and agree the actions and steps to be taken to address or mitigate such risks. Linked to this, the charity maintains trustees’ management liability insurance cover.
## **Section C Objectives and activities**
- To promote sustainable development for the benefit of the public by: a. the preservation, conservation and the protection of the environment and the prudent use of resources;
- b. the promotion of sustainable means of achieving economic growth and regeneration.
**Summary of the objects of the charity set out in its governing document**
To promote for the benefit of the public the conservation, protection and improvement of the physical and natural environment by promoting protection of heritage assets and biological diversity.
To advance the education of the public in subjects relating to sustainable development and the protection, enhancement and rehabilitation of the environment, heritage assets and biological diversity and to promote study and research in such subjects provided that the useful results of such study are disseminated to the public at large.
March **2012**
**TAR**
2
In planning our activities, the trustees keep in mind the Charity Commission’s guidance on public benefit at our trustee meetings. **Summary of the main activities undertaken for the public benefit in relation to** Based on what has been achieved in the period in which Lidgett & Beyond has been a charity and over recent years of community activities, **these objects (include within** the trustees believe that they have complied with their duty to have due **this section the statutory declaration that trustees have** regard to the commission's public benefit guidance when exercising any powers or duties to which the guidance is relevant. **had regard to the guidance issued by the Charity Commission on public** Information about the charity’s volunteers, its finances and the work undertaken during the period and in preparing for the future is given **benefit)** below.
## **Additional details of objectives and activities (Optional information)**
Lidgett & Beyond’s (“L&B”) activities rely entirely upon the efforts of a number of enthusiastic and tireless volunteers, who bring a wide range of professional and personal skills and experiences from their current and previous working lives and from their personal lives to help support the work L&B does to promote its objects.
You **may choose** to include further statements, where relevant, about:
further statements, where Assisting the trustees is the wider L&B Management Team. The relevant, about: Management Team membership averages 12 people, including the trustees, and it helps to support the fundraising activities, the profile of • policy on grantmaking; L&B and the activities around lobbying, campaigning and challenging • local politicians and planners. None of the trustees or any Management policy programme related investment; Team member or supporter received any remuneration for any services provided.
- contribution made by volunteers.
L&B’s supporters are drawn from young and old and from a wide range of families from all backgrounds. L&B’s overall support base is approx 750, making it the largest community group in the area, and it is donations from these members, grants from Town & Borough Councillors and various fundraising activities that have enabled our involvement in opposing unsustainable planning applications to develop and/or scar the local landscape.
March **2012**
**TAR**
3
## **Section D Achievements and performance**
L&B’s aims continue to be to protect, enhance and improve access to the **Summary of the main** Lidgett and Bents area of East Colne and to our green spaces, as well as **achievements of the charity** having respect for our heritage and our landscape. **during the year** L&B remains in favour of suitable, sensitive and sustainable development and continues to play a significant role in helping Colne Town Council to prepare a Neighbourhood Plan. This has involved identifying development sites that can fit in with the existing neighbourhood and landscape, as well as non-designated heritage assets and green spaces which require recognition, extra protection and/or official designation. This Plan developed through 2015-2020 and progressed in 2021-22 after the Regulation 14 Formal Consultation. It has now been finalised and is undergoing examination by an Inspector, with the final public referendum expected in mid-2023. L&B’s Management Team reviewed and commented on the draft Pendle Local Plan Part 2 which proposed a housing target and development & reserve sites, providing information to supporters about the benefits and the risks for our immediate local area and for Borough as a whole. Due to widespread opposition amongst Councillors and the public and the fact that it was being built on the old and out of date Core Strategy, the Plan has been shelved and a new Plan for a longer period is to be developed. After the 2016 Appeal for “The Rough”, L&B continues to monitor the development activities to ensure they adhere to the Inspector’s report, highlighting and reporting issues when they arose to help minimise disruption or effects on local residents. At the time of this report, L&B is now galvanising local opposition to the new application for an unsustainable and unsuitable planning application on the Upper Rough. The Covid pandemic prevented L&B attending its usual markets to sell merchandise. Our range of products were enhanced with a range of greeting cards. Although sales were slow and steady, these continue to be great for raising the visibility of L&B and its activities, as well as enhancing local bonding/cohesion/unity/common purpose. L&B continued to promote the “East Colne Way” circular walk, covering the heart of our area of activity and taking in important local sites/landmarks. We designed and have commissioned extra information boards and these will help to further strengthen the value of the countryside covered. L&B’s Management Team have commenced work on setting up a 13 mile Colne Boundary Walk, funded by grants from supportive Borough Councillors. This substantial project is being developed with help from PendleBC’s Footpath Officer and the Burnley & Pendle Ramblers Association. Progress has been delayed by ongoing pandemic issues, with 2023 now targeted for the official launch. To maximise visibility of its activities and to maintain the involvement and support of local people, L&B continues to operate a website www.lidgettandbeyond.org, Facebook (Lidgett Bents & Beyond) and Twitter (@LidgetandBeyond) pages and maintains an email distribution list. Communications are via all these methods, as well as hard copies of key notices/flyers being delivered door-to-door by volunteers.
March **2012**
**TAR**
4
## **Section E Financial review**
**Brief statement of the charity’s policy on reserves**
At 31/03/2022, the charity had total reserves of £5,293, all unrestricted. Although L&B may become involved in specific projects and campaigns, the trustees believe all reserves should remain unrestricted as such activities do overlap and to maximise flexibility of the charity’s finances.
## **Details of any funds materially in deficit**
None
## **Further financial review details (Optional information)**
You **may choose** to include additional information, where relevant about:
- the charity’s principal sources of funds (including any fundraising);
- how expenditure has supported the key objectives of the charity.
Funds of £364 were raised from sales of merchandise, more than covering the cost of production, and £261 from donations. Covid restrictions limited the sales activity, so we focussed on marketing by emails and social media.
- Expenditure was mainly focussed on producing extra merchandise and further development of the East Colne Way. These continued to raise the profile of L&B and its activities.
The net deficit for the year was £236.
## **Section F Other optional information**
None.
## **Section G Declaration**
**The trustees declare that they have approved the trustees’ report above.**
**Signed on behalf of the charity’s trustees**
**Signature(s)**
**Full name(s)** David Cockburn-Price
**Position** Chairman
**Date** 9/1/2023
March **2012**
**TAR**
5
## **Lidgett & Beyond**
**No: 1163523**
**Receipts and payments accounts**
**CC16a**
**For the period** 01/04/2021 **To** 31/03/2022 **from**
|**Section A Receipts and payments**|**Section A Receipts and payments**||||||
|---|---|---|---|---|---|---|
|**A1 Receipts**|**Unrestricted**
**funds**
**to the nearest £**
**364**
**261**
**-**
**-**
**-**
**-**
**-**
**-**
**625**
**-**
**-**
**-**
**625**
**364**
**269**
**228**
**-**
**-**
**-**
**-**
**-**
**-**
**861**
**-**
**-**
**-**
**861**
**- 236**
**-**
**5,529**
**5,293**|**Restricted**
**funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**Endowment**
**funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**Total funds**
**to the nearest £**
**364**
**261**
**-**
**-**
**-**
**-**
**-**
**-**
**625**
**-**
**-**
**-**
**625**
**364**
**269**
**228**
**-**
**-**
**-**
**-**
**-**
**-**
**861**
**-**
**-**
**-**
**861**
**- 236**||**Last year**
**to the nearest £**|
|Raisingfunds|**364**|||||**403**|
|Donations|**261**|||||**-**|
||**-**|||||**-**|
||**-**|||||**-**|
||**-**|||||**-**|
||**-**|||||**-**|
||**-**|||||**-**|
||**-**
|||||**-**|
|~~**_Sub total_**~~~~_(Gross income for_~~
_AR)_|
**625**|||||**403**|
||||||||
|**A2 Asset and investment sales,**
**(see table).**|||||||
|None|**-**||||||
||**-**|||||**-**|
|**_Sub total_**|**-**|||||**-**|
|**_Total receipts_**
**A3 Payments**|||||||
|||||||**403**|
||||||||
|
Raisingfunds|**364**|||||**320**|
|Charitable activities|**269**|||||**454**|
|Admin costs|**228**|||||**193**|
||**-**|||||**-**|
||**-**|||||**-**|
||**-**|||||**-**|
||**-**|||||**-**|
||**-**|||||**-**|
||**-**|||||**-**|
|**_Sub total_ **|**861**|||||**967**|
||||||||
|**A4 Asset and investment**
**purchases, (see table)**|||||||
|
None|**-**||||||
||**-**||||||
|**_Sub total_ **|**-**|||||**-**|
|**_Total payments_**
**_Net of receipts/(payments)_**
**A5 Transfers between funds**
**A6 Cash funds last year end**
**_Cash funds this year end_**|||||||
|||||||**967**|
||||||||
||**- 236**|**-**|**-**|**- 236**||**- 564**|
||**-**|**-**|**-**|**-**||**-**|
||**5,529**|**-**|**-**|**5,529**||**6,093**|
||**5,293**|**-**|**-**|**5,293**||**5,529**|
## **Section B Statement of assets and liabilities at the end of the period**
|**Categories**
**B1 Cash funds**
CCXX R1 accounts (SS)|**Details**
**_Total cash funds_**
(agree balances with receipts and payments
account(s))
Cash at bank
Gift Aid receivable
1|**Unrestricted**
**funds**
**to nearest £**
**5,116**
**177**
**-**
**5,293**
OK|**Restricted**
**funds**
**to nearest £**
**-**
**-**
**-**
**-**
OK|**Endowment**
**funds**
**to nearest £**|
|---|---|---|---|---|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||OK
|
|||||09/01/2023|
CCXX R1 accounts (SS)
|Signed by one or two trustees on
behalf of all the trustees
**B5 Liabilities**
**B3 Investment assets**
**B2 Other monetary assets**
**B4 Assets retained for the**
**charity’s own use**|**Details**
**Details**
**Details**
**Details**
Signature|**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**liability relates**
**Amount due**
**(optional)**
**-**
**-**
**-**
**-**
**-**
Print Name
David Cockburn-Price|**Endowment**
**funds**
**to nearest £**|
|---|---|---|---|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**Current value**
**(optional)**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**Current value**
**(optional)**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**When due**
**(optional)**|
|||||
|||||
|||||
|||||
|||||
|||||
||||Date of
approval|
|||David Cockburn-Price|09/01/2023|
|||||
CCXX R2 accounts (SS)
2
09/01/2023