## **Trustees' Annual Report for the period**
||Period start date|Period start date|||Period end date|Period end date||
|---|---|---|---|---|---|---|---|
|**From**|01|04|2023|**To**|31|03|2024|
## **Section A Reference and administration details**
**Charity name Other names charity is known by**
Lidgett & Beyond
-
|**Registered charity number (if any)**
**Charity's principal address**|1163523|1163523|
|---|---|---|
||
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||Resigned 17/08/2023||
||William Reynolds||Appointed 31/01/2024||
||||||
||||||
||||||
||||||
||||||
**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** Based on what has been achieved in the period in which Lidgett & **public benefit in relation to** 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** Information about the charity’s volunteers, its finances and the work **Commission on public** 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; policy on grantmaking; L&B and the activities around lobbying, campaigning and challenging • policy programme related local politicians and planners. None of the trustees or any Management investment; Team member or supporter received any remuneration for any services provided.
- policy on grantmaking; policy on grantmaking;
- 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 Plan developed through 2015-2022 and underwent an examination by an Inspector. His final report was issued in May 2023 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 on 20[th] July 2023 saw the Plan 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. L&B has now started to play a part in the updating of the Plan in 2024/25 to extend its life and to be in accordance with the Pendle Plan.
## **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. It is likely to go to examination in early 2025, but is likely to be threatened by new Government policies.
## **Upper Rough Planning Application**
Much of the previous 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. By late Jan 2024, the appeal window closed and L&B and our members could really celebrate.
## **Marketing and Activities**
L&B’s fundraising continued throughout the period to fund our activities, in particular to oppose the Upper Rough planning application and numerous donations were received.
March **2012**
**TAR**
4
**Section D Achievements and performance** 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 and our work on developing the 13 mile Colne Boundary Walk is progressing well. We are finalising noticeboards at strategic locations and we aim to launch it by early/mid-2025. 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 31/03/2024, the charity had total reserves of £13,245, of which £7,614 **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 £2,744 were received from supporters and we will be able You **may choose** to include to claim £665 of Gift Aid on them. Funds of £62 were raised from sales additional information, where of merchandise already in stock. relevant about: • the charity’s principal Expenditure on charitable activities was focussed on the campaign to sources of funds (including save the Upper Rough and £3,960 was spent on professional consultants any fundraising); to provide highways and drainage reports. Numerous other reports and • how expenditure has submissions were secured at no cost or used our own research and efforts. We also progressed the development of the Colne Boundary supported the key objectives Walk to help raise the profile of L&B, our activities and the value and of the charity. beauty of the countryside around Colne. The net deficit for the year was £1,119.
**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** 19/1/2025
March **2012**
**TAR**
6
**----- Start of picture text -----**
Lidgett & Beyond No: 1163523
Receipts and payments accounts CC16a
For the period
01/04/2023 To 31/03/2024
from
Section A Receipts and payments
Unrestricted Restricted Endowment
Total funds Last year
funds funds funds
to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £
A1 Receipts
Raising funds 62 - - 62 48
Donations 2,744 - - 2,744 15,419
Gift Aid receivable 665 - - 665 326
- - - - -
- - - - -
Sub total (Gross income for AR) 3,471 - - 3,471 15,793
A2 Asset and investment sales,
(see table).
None - - - -
- - - - -
Sub total - - - - -
Total receipts 3,471 - - 3,471 15,793
A3 Payments
Raising funds - - - - -
Charitable activities - Professional fees for
planning applications; East Colne Way &
Colne Boundary Walk 4,152 241 - 4,393 6,495
Admin costs 197 - - 197 227
- - - - -
- - - - -
Sub total [ 4,349 ] 241 - 4,590 6,722
A4 Asset and investment
purchases, (see table)
None - - - -
- - - -
Sub total [ - ] - - - -
Total payments 4,349 241 - 4,590 6,722
Net of receipts/(payments) - 878 - 241 - - 1,119 9,071
A5 Transfers between funds - - - - -
A6 Cash funds last year end 6,509 7,855 - 14,364 5,293
Cash funds this year end 5,631 7,614 - 13,245 14,364
**----- End of picture text -----**
CCXX R1 accounts (SS)
23/01/2025
1
|**Section B Statement of assets and liabilities at the end of the period**|**Section B Statement of assets and liabilities at the end of the period**|**Section B Statement of assets and liabilities at the end of the period**||
|---|---|---|---|
|**Categories**
Signed by one or two trustees on
behalf of all the trustees
**B5 Liabilities**
**B3 Investment assets**
**B4 Assets retained for the**
**charity’s own use**
**B2 Other monetary assets**
**B1 Cash funds**|**Details**
**Details**
**Details**
**Details**
**_Total cash funds_**
(agree balances with receipts and payments
account(s))
Cash at bank
Gift Aid receivable
Accounts payable
**Details**
Signature|**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**4,517**
**7,614**
**1,169**
**-**
**- 55**
**-**
**5,631**
**7,614**
OK
OK
**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 £**
**-**
**-**
**-**|
||||**-**|
||||OK|
||||**Endowment**
**funds**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**Current value**
**(optional)**
**-**
**-**
**-**
**-**
**-**
**Current value**
**(optional)**
**-**
**-**
**-**
**-**
**-**
**When due**
**(optional)**
Date of
approval
19/01/2025|
CCXX R2 accounts (SS)
23/01/2025
2