## **Trustees' Annual Report for the period**
Period start date Period end date Day Month Year Day Month Year **From** 01 10 2019 **To** 30 09 2020
## Section A Reference and administration details
**Charity name** West Bank Park Heritage Trust
**Other names charity is known by Registered charity number (if any)** 1179788
**Charity's principal address** 3 Principal Rise York **Postcode YO24 1UF**
## **Names of the charity trustees who manage the charity**
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20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year **|**Name of person (or body) entitled**
**to appoint trustee (ifany)**|
|---|---|---|---|---|
||Jane Cullen|Chairperson|||
||Gareth Burrow|Treasurer|||
||Tim HedleyJones||||
||Penelope Dawson
Brown||||
||Gordon Eastham||||
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**Names of the trustees for the charity, if any, (for example, any custodian trustees)**
**Name Dates acted if not for whole year**
**TAR**
March **2012**
1
## **Names and addresses of advisers (Optional information)**
**Type of adviser 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
CIO Foundation Constitution
- (eg. trust deed, constitution)
Organisation How the charity is constituted
- (eg. trust, association, company)
Trustee selection methods
Appointed by Existing Members
- (eg. appointed by, elected by)
## **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.
## **Section C Objectives and activities**
**Summary of the objects of the charity set out in its governing document**
3.1 The objects of the CIO are for the benefit of the public, to: 3.1.1 advance education, in particular by enhancing the understanding of the history and horticultural legacy of James Backhouse with particular reference to the former nursery and gardens situated at West Bank Park; to promote engagement with this heritage; to research the history of the site and its horticultural legacy more generally;
3.1.2 preserve and conserve the remains of the Lodge at West Bank Park and the horticultural heritage of West Bank Park; 3.1.3 promote an understanding of horticulture by providing a sustainable
**TAR**
March **2012**
2
community space for people of all ages to come together, share knowledge and skills and engage with horticulture; and 3.1.4 to benefit the residents of York, without distinction of sex, sexual orientation, race or of political, religious or other opinions by associating together the said residents in a common effort to provide facilities, in the interests of social welfare,for recreation and other leisure time occupation with the object of improving the conditions of life for the residents.
The work undertaken in this period has been to create and master a DVD of the 10 short films which will be used to share information about the Backhouse Legacy. They will also eventually be uploaded to a website for wider sharing.
In November 2019 three full days were spent at the British Library where all pages of the Backhouse scrapbook were finally digitized. This will enable us to work with the Backhouse relatives on further projects to do with the history.
**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)**
We have also been in touch with local schools to share our history with them. We have continued to share information with the schools and are working on
With the intention of sharing the heritage of the Backhouse Nurseries to a wider audience a number of visits have been planned where there are currently Backhouse rockeries. Aysgarth is one Rockery in the Dales which we have made good contact with. Another is at Burnby Hall where there has been a complete renovation of the backhouse rockery.
## **Additional details of objectives and activities (Optional information)**
**TAR**
March **2012**
3
You **may choose** to include further statements, where relevant, about:
- policy on grantmaking;
- policy programme related investment;
- contribution made by volunteers.
## Section D Achievements and performance
**TAR**
March **2012**
4
## Section D Achievements and erformance p
**Summary of the main achievements of the charity during the year**
The achievements of this year have been to work on the historical worth of a scrapbook which was otherwise in a basement in Auckland which would otherwise not have gained such an incredible highlight. Scores of pages and letters has been digitized and are now available for further study. We have great links with the British Library and the university. In addition we have worked with Burnby Hall on raising the profile and sharing our insights. Burnby Hall was awarded a lottery grant to completely renovate its Backhouse Rockery and we have forged a good link with them for their future exhibition about the Backhouse Rockery.
We also have an ongoing dialogue with Yorkshire Arboretum about our incredible and unique collection of trees planted in the backhouse nurseries. We have made a map of the trees and now have them identified. There are some champion specimens which would not have been identified if it was not for the work of the charity.
**TAR**
March **2012**
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## **Section E Financial review**
## **Brief statement of the**
**charity’s policy on reserves**
**Details of any funds materially in deficit**
## **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;
- investment policy and objectives including any ethical investment policy adopted.
## **Section F Other optional information**
## **Section G Declaration**
**The trustees declare that they have approved the trustees’ report above.**
**Signed on behalf of the charity’s trustees**
**Signature(s)** Jane Cullen **Full name(s)** Jane Louise Cullen **Position (eg Secretary, Chair,** Chair **etc) Date** 24/07/2021
**TAR**
March **2012**
6
|**WEST BANK PARK HERITAGE TRUST**|**WEST BANK PARK HERITAGE TRUST**|**WEST BANK PARK HERITAGE TRUST**|**1179788**|
|---|---|---|---|
|**Receipts andpayments accounts**||||
|**For the period**
**from**|0/10/19|**To**|30/09/2020|
## **CC16a**
|**Section A Receipts and payments**|**Section A Receipts and payments**||||||
|---|---|---|---|---|---|---|
|**A1 Receipts**|**Unrestricted**
**funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**461**
**767**
**304**
**-**
**-**
**-**
**-**
**1,532**
**652**
**-**
**652**
**2,184**
**- 2,184**
**-**
**2,962**
**778**|**Restricted**
**funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**Endowment**
**funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**Total funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**461**
**767**
**304**
**-**
**-**
**-**
**-**
**1,532**
**652**
**-**
**652**
**2,184**
**- 2,184**||**Last year**
**to the nearest £**|
|Funds transferred in from West Bank Park
Heritage Project|**-**|||||**8,090**|
||**-**|||||**-**|
||**-**|||||**-**|
||**-**|||||**-**|
||**-**|||||**-**|
||**-**|||||**-**|
||**-**|||||**-**|
||**-**|||||**-**|
|**_Sub total_**_(Gross income for_
_AR)_|**-**|||||**8,090**|
||||||||
|**A2 Asset and investment sales,**
**(see table).**|||||||
||**-**||||||
||**-**|||||**-**|
|**_Sub total_**|**-**|||||**-**|
|**_Total receipts_ **
**A3 Payments**|||||||
|||||||**8,090**|
||||||||
|Repayment of unutilised HLFgrant|**-**|||||**1,759**|
|Professional fees -property|**-**|||||**1,644**|
|Filimingcosts / DVD|**461**|||||**1,485**|
|Scrapbook costs|**767**|||||**240**|
|Website|**304**|||||**-**|
||**-**|||||**-**|
||**-**|||||**-**|
||**-**|||||**-**|
||**-**|||||**-**|
|**_Sub total_ **|**1,532**|||||**5,128**|
||||||||
|**A4 Asset and investment**
**purchases, (see table)**|||||||
|Laptop and storage|**652**||||||
||**-**||||||
|**_Sub total_ **|**652**|||||**-**|
|**_Total payments_**
**_Net of receipts/(payments)_**
**A5 Transfers between funds**
**A6 Cash funds last year end**
**_Cash funds this year end_**|||||||
|||||||**5,128**|
||||||||
||**- 2,184**|**-**|**-**|**- 2,184**||**2,962**|
||**-**|**-**|**-**|**-**||**-**|
||**2,962**|**-**|**-**|**2,962**||**-**|
||**778**|**-**|**-**|**778**||**2,962**|
CCXX R1 accounts (SS)
26/07/2021
1
## **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**
**B2 Other monetary assets**
**B4 Assets retained for the**
**charity’s own use**
**B1 Cash funds**|**Details**
**Details**
**Details**
**_Total cash funds_**
(agree balances with receipts and payments
account(s))
Laptop
**Details**
Lloyds bank accounts
**Details**
Signature
Gareth Burrow|**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**778**
**-**
**-**
**-**
**-**
**-**
**778**
**-**
OK
OK
**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**652**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**liability relates**
**Amount due**
**(optional)**
**-**
**-**
**-**
**-**
**-**
Print Name
Gareth William Burrow|**Endowment**
**funds**
**to nearest £**|
|---|---|---|---|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||OK|
||||**Endowment**
**funds**
**to nearest £**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**Current value**
**(optional)**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**Current value**
**(optional)**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**When due**
**(optional)**|
|||||
|||||
|||||
|||||
|||||
|||||
||||Date of
approval|
||Gareth Burrow|Gareth William Burrow|26/07/2021|
|||||
CCXX R2 accounts (SS)
26/07/2021
2