Trustees' Annual Report for the period
Period start date Period end date 01 08 2022 31 07 2023
From
To
Section A Reference and administration details
Charity name
Other names charity is known by
Registered charity number (if any) 1177246
Charity's principal address C/O FOREST OF BOWLAND AONB KETTLEDRUM, 6 Root Hill Estate Yard Whitewell Road, Dunsop Bridge CLITHEROE Postcode BB7 3AY
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| Michael Pugh | Chair | |||
| Stephen Mark Sutcliffe |
Trustee | |||
| William Bowland | Trustee | |||
| Margaret Wright | Trustee | |||
| Nicholas Graham Renton Hunt |
Trustee | |||
| Paul Christian Reynolds |
Trustee | |||
| Brenda Kathryn McLoughlin |
Trustee | |||
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19 20
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 Address |
|---|---|---|
| Name of chief executive | or names of senior staff members (Optional information) | |
Section B Structure, governance and management
Description of the charity’s trusts
Type of governing document
Constitution
- (eg. trust deed, constitution)
How the charity is constituted
CIO Association
- (eg. trust, association, company)
Trustee selection methods
Trustees
- (eg. appointed by, elected by)
Additional governance issues (Optional information)
You may choose to include additional information, where relevant, about:
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policies and procedures adopted for the induction and training of trustees;
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the charity’s organisational structure and any wider network with which the charity works;
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relationship with any related parties;
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trustees’ consideration of major risks and the system and procedures to manage them.
Section C Objectives and activities
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| Summary of the objects of the charity set out in its governing document Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit) |
TO PROMOTE FOR THE BENEFIT OF THE PUBLIC THE CONSERVATION PROTECTION AND IMPROVEMENT OF THE PHYSICAL AND NATURAL ENVIRONMENT OF THE FOREST OF BOWLAND AREA OF OUTSTANDING NATURAL BEAUTY TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE CONSERVATION, PROTECTION AND IMPROVEMENT OF THE PHYSICAL AND NATURAL ENVIRONMENT |
|---|---|
| Trustees ensure that public benefits are fully met when awarding grants or financial support. Champion Bowland makes grants to Individuals; to community organisations; provides other finance; provides advocacy/advice/information; all of which must meet the charity’s objectives Fund raising for grants is principallyvia visitor giving; donations from businesses, organisations and individuals in the Forest of Bowland AONB; donations from attendees at Champion Bowland associated events Promoting Champion Bowland Small Grants scheme via www.championbowland.org.uk and social media Supporting destination website set up with Champion Bowland support via a National Heritage Lottery Fund grant -www.discoverbowland.uk that promotes the Forest of Bowland Grant giving in the Forest of Bowland AONB for environment/conservation/heritage. Supports and helps promote the Lord Bowland Annual Lecture; organising and promoting Lord Bowland annual perambulation on a section of the ancient Forest of Bowland boundary. Presenting Champion Bowland plaques to recipients of Small Grants to raise awareness and community involvement. Badge boxes at businesses, such as tourism venues and accommodation – badges are currently Forest of Bowland locator badges |
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Additional details of objectives and activities (Optional information)
You may choose to include further statements, where relevant, about:
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policy on grantmaking;
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policy programme related investment;
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contribution made by volunteers.
Section D Achievements and performance
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Section D Achievements and performance
£2,000 in small grants (up to £750) awarded between August 2022 and Summary of the main June 2023 achievements of the charity during the year Support of the guided walk following the ancient Forest of Bowland boundary 2022-23 continued the slow growth post covid.. Grant applications slowly picking up but having to be matched against visitor giving. Support of Lord of Bowland annual lecture Increasing engagements with other voluntary groups – such as Rotary and Round Table - in the Forest of Bowland area, to raise the profile of Champion Bowland Discover Bowland website continues to develop successfully as a visitor destination site. Badge boxes, promoting visitor giving, providing some income
Section E Financial review
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Reserves are rolled over to the following financial year.
Brief statement of the charity’s policy on reserves
Details of any funds materially N/A in deficit
Further financial review details (Optional information)
You may choose to include additional information, where relevant about:
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the charity’s principal sources of funds (including any fundraising);
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how expenditure has supported the key objectives of the charity;
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investment policy and objectives including any ethical investment policy adopted.
Section F Other optional information
Champion Bowland also administers restricted funds on behalf of not-for-profit organisations associated with the Forest of Bowland AONB. These are included in the 2021-2022 annual financial report:
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Outdoor Learning Transport Fund that helps towards travel costs for school children and young people’s community groups visiting the Forest of Bowland AONB
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Hay meadows project
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Pendle Hill Legacy Fund, set up to provide continuity after the end of the four year, National Lottery Heritage Fund supported Pendle Hill Landscape Partnership scheme, in October 2022
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- Myers*
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Access*
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These are for specific projects generated by the AONB
Section G Declaration
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) M M Wright Full name(s) Margaret McKinnon Wright Position (eg Secretary, Chair, Secretary etc) Date 25.04.2024
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Champion Bowland
PROFIT & LOSS REPORT
Accounts 2022-23- Year ending 31st July 2023
| Income Restricted Income £ Unrestricted Income £ Total Income £ Outdoor Learning Transport Fund 4750 0.00 4750 Haytime 370 0.00 370 Pendle Hill Legacy 537.72 0.00 537.72 Sabden Tramper 176.24 0.00 176.24 Discover Bowland membership 2021-22 0.00 0.00 0 Discover Bowland membership 2022-23 0.00 3925.50 3925.5 Donations - Local Giving 0.00 182.35 182.35 Donations - Badge Box 0.00 0.00 0 Donations - Other 0.00 0.00 0 Misc Income 0.00 964.39 964.39 Lecture 0.00 380.00 380 Total Income 5833.96 5452.24 11286.20 2022-23 |
Restricted Income £ Unrestricted Income £ Total Income £ 2500.00 0.00 2500.00 2770.02 0.00 2770.02 3300.00 0.00 3300.00 0.00 0.00 0.00 0.00 2068.00 2068.00 0.00 1950.00 1950.00 0.00 887.84 887.84 0.00 308.38 308.38 0.00 649.51 649.51 0.00 63.31 63.31 0.00 0.00 0.00 2021-22 |
|---|---|
| 8570.02 5927.04 14497.06 |
| Expenses Restricted Expenses £ Unrestricted Expenses £ Total Expenses £ Outdoor Learning Transport Fund 2070 0.00 2070 Haytime 350.7 0.00 350.7 Sabden Tramper 253.89 0.00 253.89 Discover Bowland 0.00 244.05 244.05 Small Grants 0.00 2075 2075 Salar Perambulation 0.00 83.67 83.67 Slaidburn Archive [Lecture] 0.00 131.05 131.05 MJP Hdrive 0.00 0.00 0 one.com 0.00 0.00 0 SB stamps 0.00 0.00 0 RV Tramper service 0.00 0.00 0 Heritage Lottery 1565.95 0.00 1565.95 Management 0.00 470.57 470.57 Total Expenses 4240.54 3004.34 7244.88 Surplus/(Loss) 1593.42 2447.90 4041.32 |
Restricted Expenses £ Unrestricted Expenses £ Total Expenses £ 2272.50 0.00 2272.50 670.30 0.00 670.30 0.00 0.00 0.00 0.00 2442.02 2442.02 0.00 1969.00 1969.00 0.00 138.00 138.00 0.00 223.30 223.30 0.00 65.89 65.89 0.00 202.62 202.62 0.00 19.80 19.80 0.00 324.00 324.00 0.00 0.00 0.00 0.00 0.00 0.00 |
|---|---|
| 2942.80 5384.63 8327.43 |
|
| 5627.22 542.41 6106.32 |
Champion Bowland BALANCE SHEET REPORT as at 31st July 2023
| RESTRICTED FUNDS Outdoor Learning Transport Fund Haytime Pendle Hill Legacy Access [R Gray] Myers Heritage Lottery Sabden Tramper Total RESTRICTED FUNDS UNRESTRICTED FUNDS Total UNRESTRICTED FUNDS Total Funds |
£ £ 2022-23 2021-22 4,928.50 2,248.50 2,889.32 2,870.02 6,513.27 5,975.55 467.84 467.84 469.84 469.84 44.05 1,610.00 77.65 - - 15,235.17 13,641.75 10,001.97 7,554.07 |
|---|---|
| 25,237.14 21,195.82 |
Independent examiner's report to the trustees of
Champion Bowland CIO 1177246
I report on the accounts for the year
1st August 2022 – 31st July 2023
Respective responsibilities of trustees and examiner
The charity's trustees are responsible for the preparation of the accounts. The charity's trustees consider that an audit is not required for this year under section 144(2) of the Charities Act 2011 (the 2011 Act) and that an independent examination is needed.
It is my responsibility to:
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examine the accounts under section 145 of the 2011 Act;
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to follow the procedures laid down in the general Directions given by the Charity Commission under section 145(5)(b) of the 2011 Act; and
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to state whether particular matters have come to my attention
Basis of independent examiner's report
My examination was carried out in accordance with the general Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from you as trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit and consequently no opinion is given as to whether the accounts present a 'true and fair view' and the report is limited to those matters set out in the statement below.
Independent examiner's statement
In connection with my examination, no matter has come to my attention:
(1) which gives me reasonable cause to believe that in any material respect the requirements:
-
to keep accounting records in accordance with section 130 of the 2011 Act; and
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to prepare accounts which accord with the accounting records and comply with the accounting requirements of the 2011 Act
have not been met; or
(2) to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.
Shweta Pankhadiwala
C/o Lancaster District CVS, The Cornerstone Sulyard Street Lancaster LA1 1PX 30[th] August 2023.