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2023-09-30-accounts

Trustees' Annual Report for the period Trustees' Annual Report for the period Trustees' Annual Report for the period Trustees' Annual Report for the period Trustees' Annual Report for the period Trustees' Annual Report for the period Trustees' Annual Report for the period Trustees' Annual Report for the period Trustees' Annual Report for the period Trustees' Annual Report for the period
From Period start date T
o
Period end date
01 10 2022 30 09 2023
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
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
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
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
Charity name
Other names charity is known by
Registered charity number (if any)
Charity's principal address
1179788
3 Principal Rise
York
Postcode
YO24 1UF
YO24 1UF

Names of the charity trustees who manage the charity

Trustee name Office (if any) Dates acted if not for
whole year
Name of person (or body) entitled
to appoint trustee (if any)
1 Jane Cullen Chair
2 Gareth Burrow Treasurer
3 Penelope
Dawson Brown
Trustee
4 Andrew
Pattinson
Trustee
5 Gordon Eastham Trustee

6

7

8

9

1 March 2012

TAR

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

Type of governing document (eg. trust deed, constitution)

CIO Foundation Constitution

March 2012

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2

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

Since May 2021 the website was live, so throughout 2022 we had 10 films which have been on the website in order to increase community engagement about the content of the films. In June of 2022 Jane Cullen (Chair) had visited Brenda Tyler (Former Sheriff’s Lady and friend of out Backhouse project). Brenda had passed on some letters which she had from the Backhouse family from 1882. These were useful for the project in the coming months. This work is ongoing.

In November 2022 Jane Cullen organised various visits to discuss how the films could be seen more widely. These visits had included a meeting with the Guildhall in York where the University has a base which deals with the digital stories. Plus There had been a visit to the Aesthetica Film Festival in November 2022 to find out more about widening viewing of the films. These could be seen on 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)

westbankparkheritagetrust.org

In July 2021 Tony Lambert (Great, Great, Great Grandson of James Backhouse) was finally able to travel from Auckland to visit UK. We were also able to interview Tony for a second time and also to reunite him with the scrapbook which had been in safe keeping with the Trust. The scrapbook had already been digitised by the British Library and also annotated and preserved by conservator working with the trust. 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 still ongoing and the intention is to edit Tony Lambert into a film about the work we did with the British Library.

An additional approach has been made to a company (10/10/2022) which can animate the pages of the Backhouse scrapbook so that it can appear online as a digital scrapbook. Work with this is ongoing.

Additional details of objectives and activities (Optional information)

4 March 2012

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You may choose to include further statements, where relevant, about:

Section D

Achievements and performance

March 2012

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Section D Achievements and performance Summary of the main achievements of the charity during the year

March 2012

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Section E
Financial review
Section E
Financial review
Brief statement of the charity’s
policy on reserves
Details of any funds materially
in deficit
Further financial review details
Youmay chooseto 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.
(Optional information)

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

March 2012

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7

Full name(s) Jane Louise Cullen Position (eg Secretary, Chair Chair, etc)

Date 30/07/2024

March 2012

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WEST BANK PARK HERITAGE TRUST

1179788

Receipts and payments accounts

CC16a

For the period 01/10/2022 30/09/2023 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 - -
Scrapbook costs - -
Website - -
- -
- -
- -
- -
**Sub total ** - -
A4 Asset and investment
purchases, (see table)

Laptopand storage
- -
-
**Sub total ** - -
Total payments
Net of receipts/(payments)
A5 Transfers between funds
A6 Cash funds last year end
Cash funds this year end
-
- - -
-
-
- - - - -
778 - - 778 778
778 - - 778 778

CCXX R1 accounts (SS)

31/07/2024

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 30/07/2024

CCXX R2 accounts (SS)

31/07/2024

2