## **Trustees' Annual Report for the period**
Period start date Period end date **T** Day Month Year Day Month Year **From** 01 10 2020 **o** 30 09 2021
## 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**
**Dates acted if not for Name of person (or body) entitled Trustee name Office (if any) whole year to appoint trustee (if any)**
- 1 Jane Cullen Chairperson
- 2 Gareth Burrow Treasurer
- 3[Tim Hedley ] Jones
- 4[Penelope ] Dawson Brown
- 5 Gordon Eastham
- 6
- 7
- 8
- 9
**TAR**
March **2012**
1
18
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 of chief executive or names of senior staff members (Optional information)**
## **Section B Structure, governance and management**
## **Description of the charity’s trusts**
CIO Foundation Constitution Type of governing document (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)**
**TAR**
March **2012**
2
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**
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;
**Summary of the objects of the charity set out in its governing document**
- 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
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.
**TAR**
March **2012**
3
The work undertaken within this year was very different to a normal year (due to the fact that as of October 2020 we were just coming out of National Lockdown and about to go back into a second lockdown until Christmas, with a third National lockdown until March 2021.
Whilst we kept in touch with each other as a Trust by email and so on, like everyone else, we were obviously unable to meet at our usual rate.
In this time it is true to say that background research was carried out on the Scrapbook, ready and transcribing of some of the Backhouse letters and also work towards the website.
**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)**
## **Additional details of objectives and activities (Optional information)**
You **may choose** to include further statements, where relevant, about:
- policy on grantmaking;
- policy programme related investment;
- contribution made by volunteers.
**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 ongoing dialogue with family of James Backhouse in Auckland as well as further study of the digitised pages of the scrapbook.
After the scrapbook was digitised at the British Library they did some marketing around it which led to some enquiries about the digital scrapbook. https://www.bl.uk/case-studies/james-backhouse-digitisation
This led to very good outreach work with other charities and heritage groups, keeping the momentum up about the campaign during the Lockdowns.
The use of the park itself as a place for ‘daily exercise’ during the Lockdowns has also meant that the appreciation of the park to the community as one of the ‘green lungs’ of the city, As one of the main green spaces in York it has been used by young and old alike and many re-discovering it’s value.
Despite the difficult times, the ability to keep in touch with each other virtually has enabled us to keep going.
Work was also started on the website, and by May 2021 the website was live.
westbankparkheritagetrust.org
This will now be a home for the Backhouse films and also will preserve the memories for the community.
This is an ongoing project and during this year it has been a very good place to focus the work of the Trust.
**TAR**
March **2012**
5
## **Section E Financial review**
**Brief statement of the charity’s policy on reserves**
The trustees do not currently consider a reserve policy to be required, but this will be reviewed as the future focus and objectives of the charity are reconsidered.
**Details of any funds materially** None **in deficit**
## **Further financial review details (Optional information)**
You **may choose** to include additional information, where relevant about:
There have been no income or expenditure in this period.
- 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** 16/07/22
**TAR**
March **2012**
6
**WEST BANK PARK HERITAGE TRUST**
**1179788**
## **Receipts and payments accounts**
**CC16a**
**For the period** 01/10/2020 30/09/2021 **To from**
## **Section A Receipts and payments**
|**A1 Receipts**|**Unrestricted**
**funds**
**to the nearest**
**£**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**778**
**778**|**Restricted**
**funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**Endowment**
**funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**Total funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**Total funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**Last year**
**to the nearest £**|
|---|---|---|---|---|---|---|
|Funds transferred in from West Bank Park
Heritage Project|**-**|||||**-**|
||**-**|||||**-**|
||**-**|||||**-**|
||**-**|||||**-**|
||**-**|||||**-**|
||**-**|||||**-**|
||**-**|||||**-**|
||**-**|||||**-**|
|**_Sub total_**_(Gross income for_
_AR)_|**-**|||||**-**|
||||||||
|**A2 Asset and investment sales,**
**(see table).**|||||||
||**-**||||||
||**-**|||||**-**|
|**_Sub total_**|**-**|||||**-**|
|**_Total receipts_**
**A3 Payments**|||||||
|||||||**-**|
||||||||
|Repayment of unutilised HLFgrant|**-**|||||**-**|
|Professional fees -property|**-**|||||**-**|
|Filimingcosts / DVD|**-**|||||**461**|
|Scrapbook costs|**-**|||||**767**|
|Website|**-**|||||**304**|
||**-**|||||**-**|
||**-**|||||**-**|
||**-**|||||**-**|
||**-**|||||**-**|
|**_Sub total_ **|**-**|||||**1,532**|
||||||||
|**A4 Asset and investment**
**purchases, (see table)**|||||||
|
Laptopand 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_**|||||||
|||||||**2,184**|
||||||||
||**-**|**-**|**-**|
**-**||**- 2,184**|
||**-**|**-**|**-**|**-**||**-**|
||**778**|**-**|**-**|**778**||**2,962**|
||**778**|**-**|**-**|**778**||**778**|
CCXX R1 accounts (SS)
22/07/2022
1
|**Section B Statement of assets and liabilities at**|**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
**B1 Cash funds**
**B2 Other monetary assets**
**B4 Assets retained for the**
**charity’s own use**
**B5 Liabilities**
**B3 Investment assets**|Signature
Gareth Burrow
**Details**
Lloyds bank accounts
**Details**
**_Total cash funds_**
(agree balances with receipts and payments
account(s))
**Details**
**Details**
**Details**|**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**778**
**-**
**-**
**-**
**-**
**-**
**778**
**-**
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
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|22/07/2022|
|||||
CCXX R2 accounts (SS)
22/07/2022
2