**Trustees' Annual Report for the period** Period start date Period end date **T From** 01 10 2021 **o** 30 09 2022 ## 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 Trustee name Office (if any) whole year** **Name of person (or body) entitled to appoint trustee (if any)** - 1 Jane Cullen Chair - 2 Gareth Burrow Treasurer 3[Penelope ] Trustee Dawson Brown Trustee 4[Andrew ] Pattinson - 5 Gordon Eastham Trustee 6 7 8 - 9 > March **2012** **TAR** 1 10 - 11 - 12 - 13 14 15 16 17 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** > March **2012** **TAR** 2 CIO Foundation Constitution Type of governing document (eg. trust deed, constitution) Organisation How the charity is constituted (eg. trust, association, company) Appointed by existing Members Trustee selection methods - (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** 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; **Summary of the objects of the** 3.1.3 promote an understanding of horticulture by providing a **charity set out in its governing** sustainable **document** 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. > March **2012** **TAR** 3 In May 2021 the website went live, so by October 2021 we had 10 films on the website and were able to increase community engagement about the content of the films. westbankparkheritagetrust.org It is important to note that following the second National Lockdown (November 2020 to Christmas) we were still being very cautious with any group contact. This had given us a new way of working over zoom and with technology which was continued into 2021. In this respect the films were a good way to share information which had already been recorded. **Summary of the main activities undertaken for the public benefit in relation to these** In July 2021 Tony Lambert (Great, Great, Great Grandson of James Backhouse) was finally able to travel from Auckland to visit UK. We **objects (include within this** were also able to interview Tony for a second time and also to reunite **section the statutory** him with the scrapbook which had been in safe keeping with the Trust. **declaration that trustees have** The scrapbook had already been digitised by the British Library and **had regard to the guidance** also annotated and preserved by conservator working with the trust. **issued by the Charity Commission on public benefit)** https://www.bl.uk/case-studies/james-backhouse-digitisation The results of the interview were then incorporated into the case study for future digitisation online. This work is ongoing. ## **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. > March **2012** **TAR** 4 ## Section D Achievements and performance > March **2012** **TAR** 5 ## Section D Achievements and performance **Summary of the main achievements of the charity during the year** > March **2012** **TAR** 6 ## **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** > March **2012** **TAR** 7 **Signature(s)** Jane Cullen **Full name(s)** Jane Louise Cullen **Position (eg Secretary,** Chair **Chair, etc) Date** 22/09/2023 > March **2012** **TAR** 8 CHARITY COMMISSION FOR ENGiAND ANO WAIES WEST BANK PARK HER ThAGE TRUST 1179788 Receipts and payments accounts CC16a For the period from 0110121 3010912022 Section A Receipts and payments Unrestricted fund$ tothe nvamt Restricted lunds Endowment funds Total fund5 Last year to th• n•ar•¥t£ lo th• n•ar•st e tothe n•ar•st £ to th• Thearest£ A1 R•e•lpts Sub total(Gross income for AR) A2 Asset and Inv•stm•nt sal•s, 18•0 tabl•l. Sub total Total recelpts A3 Pa m•nts Sub total A4 Asset and Investment purchases, (see ¢ablel Sub total Net of receipt￿(paYments} AS Transfers between funds A6 Cash funds last year end Cash funds thls year end 778 778 778 778 778 778 CCXX R1 accounts ISSI Section B Statement of assets and liabilities at the end of the period Unrestricted funds Restricted funds Endowment funds CatLgoriéS Deiails to nearest£ to nearest £ to nearest £ B1 Cash funds Lkn￿s bank 778 Totsl cash funds 778 Unrestrict funds to nèarnsl£ Restrlcted funds to nearest £ Endowrn8nt funds Detalls Laptop to nearnst £ 652 Fund to whlch btrlon Current valu• Detalls t￿t loptlonall Fund to whlch ••••t b•lon CNt loptlonal Current valu• Details B4 Assets retained for the charity's own use Fund to which relates Arnount duv When due Details B5 Llabllltlg$ Signed by one orlwo trustees ( behalf of all the trustees Date of roval Signalvre Print Narne Gareth William Burrow 2210912023 CCXX R2 accounts ISSI