|||||||||
|---|---|---|---|---|---|---|---|
|**Trustees' Annual Report**|||||**for theperiod**|||
|**From **|Period start date|||**To**|Period end date|||
||01|04|2022||31|03|2023|
## **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||Acted for whole year, but
resigned 17/08/2023||
||||||
||||||
||||||
||||||
||||||
||||||
**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)**
**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**
## **Summary of the main achievements of the charity during the year**
L&B’s aims continue to be to protect, enhance and improve access to the Lidgett and Bents area of East Colne and to our green spaces, as well as having respect for our heritage and our landscape.
## **Colne Neighbourhood Plan**
L&B remains in favour of suitable, sensitive and sustainable development and continued to play a significant role in helping Colne Town Council to prepare a Neighbourhood Plan. This 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 2015-2022 and underwent an independent examination by Pendle Council and a final public consultation in late 2022. It then underwent an examination by an Inspector, with a public hearing on 15[th] March 2023 at which L&B was a contributing party. His final report was issued on 2[nd] May and supported all of what L&B wanted from the Plan except that it was frustrating that it was not possible to designate the Upper Rough as a green space as Pendle’s wider Plan had not progressed sufficiently.
The final public referendum took place on 20[th] July 2023 – L&B was delighted that it was passed with a 92.4% Yes vote and the Colne Neighbourhood Plan now has real planning weight. Since then, the Colne Plan has been used to support well-designed sustainable development and has helped to reject many examples of poor proposed development.
## **Pendle Local Plan**
L&B’s Management Team continues to have input to the emerging new Pendle Local Plan which proposes a lower housing target for the Borough in line with the Standard Methodology figure and fulfils it with mainly previously developed sites.
## **Upper Rough Planning Application**
Much of the year and up to mid-2023 was taken up with fighting yet another unsuitable and unsustainable planning application for the Upper Rough. The proposed 150 houses would have severely damaged local ecology and footpaths, as well as the significant views in and out of the area. L&B and our supporters submitted hundreds of responses and evidence to highlight the impact of the proposed development and L&B invested in highways and drainage reports from consultants.
After pursuing the application through the Town Council and Colne Area Committee, L&B had several speakers at the Development Management Committee held in the Hippodrome Theatre on 18[th] July 2023. Alongside an Officer’s report proposing Refusal, there was a unanimous vote to Refuse the application as it was contrary to many Colne, Pendle and NPPF Policies covering (i) the unacceptable loss of a prominent greenfield site that makes a significant contribution to the landscape character and quality of the area; (ii) unacceptable impacts on views looking towards the application site from the opposite side of the valley and for users on the footpaths approaching and passing through the site; and (iii) unacceptable harm to the ecological value of the area with specific harm to the ornithological value of the site.
March **2012**
**TAR**
4
## **Section D Achievements and performance**
**Marketing and Activities** L&B’s fundraising continued throughout the period to fund our activities, in particular to oppose the Upper Rough planning application.
Our range of products 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, with information boards installed at strategic points. Our work on developing the 13 mile Colne Boundary Walk has progressed and we aim to launch it by mid-2024.
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.
## **Section E Financial review**
**Brief statement of the** At 31/03/2023, the charity had total reserves of £14,364, of which £7,855 **charity’s policy on reserves** was restricted to cover the Colne Boundary Walk. Although L&B may become involved in specific projects and campaigns, the trustees believe all reserves should generally remain unrestricted, unless covered by a specific donation by an external body, as such activities do overlap and to maximise flexibility of the charity’s finances. **Details of any funds materially** None **in deficit Further financial review details (Optional information)**
Donations of £1,960 were received from supporters and we will be able You **may choose** to include to claim £326 of Gift Aid on them. Funds of £48 were raised from sales additional information, where of merchandise already in stock. Grants received from the Council relevant about: totalled £13,459 for the East Colne Way and the Colne Boundary Walk. • the charity’s principal sources of funds (including Expenditure on charitable activities was focussed on further promotion of any fundraising); the East Colne Way and the new development of the Colne Boundary • how expenditure has Walk. These continued to raise the profile of L&B, our activities and the value and beauty of the countryside around Colne. supported the key objectives of the charity.
- The net surplus for the year was £9,071, of which restricted funds of £7,855 are carried forward for the Colne Boundary Walk.
## **Section F Other optional information**
None.
March **2012**
**TAR**
5
## **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** 19/1/2024
March **2012**
**TAR**
6
||**Lidgett & Beyond**
|**Lidgett & Beyond**
|**Lidgett & Beyond**
|**No: 1163523**|**CC16a**|
|---|---|---|---|---|---|
||**For the period**
**from**|4/1/2022|**To**|3/31/2023||
|||||||
|**Section A Receipts and payments**||||||
|**A1 Receipts**
Raisingfunds
**48**
Donations
**1,960**
Gift Aid receivable
**326**
**-**
**-**
**2,334**
None
**-**
**-**
**_Sub total_ -**
**_Total receipts_ 2,334**
**A3 Payments**
Raisingfunds
**-**
**891**
Admin costs
**227**
**-**
**-**
**_Sub total_ 1,119**
None
**-**
**-**
**_Sub total_ -**
**_Total payments_ 1,119**
**_Net of receipts/(payments)_ 1,216**
**A5 Transfers between funds**
**-**
**A6 Cash funds last year end**
**5,293**
**_Cash funds this year end_ 6,509**
**Unrestricted**
**funds**
**to the nearest £**
**_Sub total_**_(Gross income for AR)_
**A2 Asset and investment sales,**
**(see table).**
Charitable activities - East Colne Way &
Colne BoundaryWalk
**A4 Asset and investment**
**purchases, (see table)**||**to the nearest £**
**-**
**13,459**
**-**
**-**
**-**
**13,459**
**-**
**-**
**-**
**13,459**
**-**
**5,604**
**-**
**-**
**-**
**5,604**
**-**
**-**
**-**
**5,604**
**7,855**
**-**
**-**
**7,855**
**Restricted**
**funds**|**to the nearest £**
**Endowment**
**funds**|**Total funds**
**to the nearest £**
**48**
**15,419**
**326**
**-**
**-**
**15,793**
**-**
**-**
**-**
**15,793**
**-**
**6,495**
**227**
**-**
**-**
**6,722**
**-**
**-**
**-**
**6,722**
**9,071**
**-**
**5,293**
**14,364**|**Last year**
**to the nearest £**|
||||**-**
**-**
**-**
**-**
**-**
**-**|**48**|**364**|
|||||**15,419**|**261**|
|||||**326**|**-**|
|||||**-**|**-**|
|||||**-**|**-**|
|||||**15,793**|**625**|
|||||||
||||**-**
**-**
**-**|**-**||
|||||**-**|**-**|
|||||**-**|**-**|
|||||||
||||**-**||**625**|
|||||||
||||**-**
**-**
**-**
**-**
**-**
**-**|**-**|**364**|
|||||**6,495**|**269**|
|||||**227**|**228**|
|||||**-**|**-**|
|||||**-**|**-**|
|||||**6,722**|**861**|
|||||||
||||**-**
**-**
**-**|**-**||
|||||**-**||
|||||**-**|**-**|
|||||||
||||**-**|**6,722**|**861**|
|||||||
|||**7,855**|**-**
**-**
**-**
**-**|**9,071**|**- 236**|
|||**-**||**-**|**-**|
|||**-**||**5,293**|**5,529**|
|||**7,855**||**14,364**|**5,293**|
## **Section B Statement of assets and liabilities at the end of the period**
|**Categories**
**B1 Cash funds**
**B2 Other monetary assets**
**B3 Investment assets**
**B5 Liabilities**
**B4 Assets retained for the**
**charity’s own use**
Signed by one or two trustees on
behalf of all the trustees|**Details**
Cash at bank
Gift Aid receivable
**Details**
**Details**
**Details**
**Details**
Signature
**_Total cash funds_**
(agree balances with receipts and payments
account(s))|**to nearest £**
**to nearest £**
**6,005**
**7,855**
**504**
**-**
**-**
**-**
**6,509**
**7,855**
OK
OK
**to nearest £**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
Print Name
David Cockburn-Price
**Unrestricted**
**funds**
**Restricted**
**funds**
**Unrestricted**
**funds**
**Restricted**
**funds**
**Fund to which**
**asset belongs**
**Fund to which**
**asset belongs**
**Fund to which**
**liability relates**
**Amount due**
**(optional)**|**to nearest £**
**Endowment**
**funds**|
|---|---|---|---|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||OK|
||||**to nearest £**
**Endowment**
**funds**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**Current value**
**(optional)**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**Current value**
**(optional)**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**When due**
**(optional)**|
|||||
|||||
|||||
|||||
|||||
|||||
||||Date of
approval|
|||David Cockburn-Price|1/19/2024|
|||||