2022-12-31-accounts - Friends Of The Ullswater Way

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Trustees’ Annual Report for the period

From 1[st] JANUARY 2022 – 31[ST] DECEMBER 2022

Charity name: FRIENDS OF THE ULLSWATER WAY

Charity registration number: 1185056

Objectives and Activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17		Advancing education of the cultural history, art and heritage of the Ullswater Valley. Providing or assisting in the provision of facilities and incentives to aid conditions of life the Ullswater Valley. Advancing the establishment of community heritage centres in the Ullswater Valley. Promoting activities that inspire the use of natural and cultural heritage as inspiration in artistic work.
Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts.	Para 1.17 and 1.19		This year we have continued our series of talks on subjects relating to the history and heritage of the Ullswater Valley. These generate donations from the general public and we in turn donate half of these proceeds to a charity of the speaker’s choice. The remainder we keep for our general funds. In 2022 FOUW along with a group of volunteers initiated a pilot of phase one habitat surveys in the Matterdale area with the hope it could be extended to the Ullswater Valley with a grant from the Lake District Foundation. The project was supported by Professor Lois Mansfield from the University of Cumbria and a group of volunteers were trained in the methodology and some initial field work was carried out. Contact was made with landowners including The National Trust to gain permission for field studies and further work was planned for 2023. We continue to update the Ullswater Heritage Knowledge Bank, www.ullswaterheritage.org, – an online source of information about the landscape, history and cultural heritage of the valley. This year we have worked with Colin Aldred of Aerial Artwork to add Aerial Tours of the valley to the Heritage Knowledge Bank. These give viewers a completely new perspective of the landscape and its mosaic

		of habitats. Points of interest are marked on the Aerial Tours and link to additional information on the ullswaterheritage.org website. There are currently 4 Aerial Tours, from Pooley Bridge, Glenridding, Aira Force and Howtown (https://www.ullswaterheritage.org/aerial- tours) We have continued, with the assistance of other organisations, the work with local landowners to open a signed Walking Route, from Penrith Station to Pooley Bridge and the Ullswater Way: ‘The Eamont Way’. This is to enable non motorised access to the Ullswater Valley . We hope to open the route in Spring 2023. In 2022, the trustees of FOUW started planning the ‘Ullswater Year of Art and Landscape’ in 2023. This involved pin pointing locations along the Ullswater Way where artists, both past and present, placed their easels. These locations would be marked in the aerial tours with links to information on the website about the artist. There would also be small QR codes at the locations chosen so that walkers can compare what was painted with the view in front of them. We applied to Barton Community Fund in November 2022 for £1500 of funding for this proposal.
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	The trustees have, in all activities, had regard to the guidance issued by the Charity Commission on Public Benefit.

Additional information (optional) You may choose to include further statements where relevant about:

Contribution made by SORP reference 100 % of the work of the charity is done by 1.38 volunteers volunteers. In addition to the trustees, almost 200 individuals and organisations within the valley have written material for our Ullswater Heritage Knowledge Bank. Other local volunteers assisted in the Habitat Survey and in and negotiations with landowners over The Eamont Way.

Achievements and Performance

SORP reference

Summary of the main Para 1.20 The Ullswater Heritage Knowledge Bank achievements of the charity, and the aerial artwork (drone footage) is identifying the difference the regularly accessed by members of the charity’s work has made to general public. Since the launch in the circumstances of its September 2021 ro December 2022 there beneficiaries and any wider have been 11,000 new users and 87,000 benefits to society as a ‘events’. whole. The Talks are very well attended – some of them attract over 100 people, online as well as in person. The feedback is all positive. In relation to The Talks we have made donations to a range of other charities from RSPB to DEC for Ukrainian refugees. The Eamont Way has attracted a lot of interest from local walkers, tourism organisations and the general public.

Additional information (optional)

You may choose to include further statements where relevant about:

Performance of fundraising activities against objectives	Para 1.41	We do not set fund raising objectives.
set

Financial Review

Financial Review
Review of the charity’s financial position at the end of the period	Para 1.21	At the end of the year the charity had Unrestricted funds of £3278 and Restricted Funds of £1723. £5,001 in total. This gives us plenty of scope to further our activites next year.
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	The trustees believe that holding a reserve of £250 is sufficient as there are no ongoing contractual financial obligations on the Organisation. In the event of funds becoming completely depleted the charity would be wound up.
Amount of reserves held	Para 1.22	£ 250
Explanation of any uncertainties about the charity continuing as a going concern	Para 1.23	The business of the Charity is entirely conducted by volunteers and it does not depend on its fundraising abilities in order to carry out its charitable activities. Hence there are no uncertainties about the charity continuing as a going concern.

Additional information (optional) You may choose to include further statements where relevant about:

The charity’s principal sources of funds (including any fundraising)	Para 1.47	Grants from Trusts and Funds, not public bodies. Donations from the general public.
Investment policy and objectives including any social investment policy adopted	Para 1.46	N/A


A description of the principal risks facing the charity	Para 1.46	Very few as no employees or premises responsibiites.
Other

Annex 1 Financial Statements

Annex 2 Understanding Ullswater Talk 2022

Annex 3

Structure, Governance and Management

Type of governing document	Para 1.25	CONSTITUTION
How is the charity constituted?	Para 1.25	CHARITABLE INCORPORATED ORGANISATION.
Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees	Para 1.25	Trustees have been appointed by consensus, bearing in mind gender, geographical location around Ullswater, and professional skills needed.

Additional information (optional) You may choose to include further statements where relevant about:

Policies and procedures adopted for the induction and training of trustees	Para 1.51	There have been no formal training of Trustees, although some of the FOUW Trustees have been trained in other charities for which they hold responsibilities.
The charity’s organisational structure and any wider network with which the charity works	Para 1.51	The Constitution of the Charity is our only governing document.

Reference and Administrative details

Charity name	FRIENDS OF THE ULLSWATER WAY
Other name the charity uses	FOUW
Registered charity number	1185056
Charity’s principal address	5 GRASSTHWAITE HOWE GLENRIDDING CA11 0PY

Names of the charity trustees who manage the charity

Trustee name	Office (if any)	Dates acted if not for whole year	Duration as a Trustee
TIM CLARKE			31stDec 2024
CECILIA MCCABE	TREASURER		31stDec 2023
ANNE CLARKE			31stDec 2024
JOE FAULKNER			31stMarch 2023
JANE FIRTH			31stDec 2025
GORDON LIGHTBURN	CHAIR		31stDec 2025
MILES MACINNES			31stDec 2023
FRANCIS COOKE			31stDec 2024
PATRICIA PALMER		2 March 2023	31stDecember 2026

Funds held as custodian trustees on behalf of others

Description of the assets held in this capacity	N/A
Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects	N/A
Details of arrangements for safe custody and segregation of such assets from the charity’s own assets	N/A

Additional information (optional)

Names and addresses of advisers (Optional information)

Type of adviser	Name	Address
Management IT	Prof Lois Mansfield	University of Cumbria

Declarations

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signature(s) Full name(s) Position (eg Secretary, Chair, etc)

Date

FRIENDS OF THE ULLSWATER WAY

Charity Registration Number: 1185056

FINANCIAL STATEMENT FOR THE YEAR JAN - DEC 2022

INCOME AND EXPENDITURE ACCOUNT For the year to 31st December 2022

INCOMING RESOURCES GRANTS: RESTRICTED: NINEVEH TRUST RESTRICTED: LAKE DISTRICT FOUNDATION RESTRICTED: CUMBRIA COMMUNITY FOUNDATION TOTAL RESTRICTED GRANTS DONATIONS: EX TALKS GENERAL TOTAL DONATIONS GIFT AID REBATE EX HMRC TOTAL INCOME 2022 EXPENDITURE: RESTRICTED: ULLSWATER HERITAGE KNOWLEDGE BANK HABITAT SURVEY TOTAL RESTRICTED EXPENDITURE UNRESTRICTED: DONATIONS FROM TALKS TO OTHER CHARITIES HALL HIRE INSURANCE SUBSCRIPTIONS TOTAL EXPENDITURE 2022 INCOME - EXPENDITURE FUNDS B/F EX 2021 TOTAL FUNDS AT 31 DEC 2022 BANK ACCOUNT BALANCE AT 31ST DEC 2021	2022 £ 350 350 2,061 285 2,346 240 2,936 2,608 266 2,874 839 145 157 203 1,344 4,218 (1,282) 6,283 5,001 5,001	2021 £ 4,500 500 1,498
		6,498 1,889 650
		2,539 259
		9,296 2,251
		2,251 865 95 62
		1,022 3,273
		6,023 260
		6,283

		6,283

FUNDS BREAKDOWN: RESTRICTED GENERAL RESERVE TOTAL FUNDS AT 31 DEC 2021	1,723 3,278 5,001	4,247 2,036
		6,283

SIGNED

EXAMINED BY

Cecilia McCabe Treasurer Friends of the Ullswater Way

Veronica Gore Mattedale PC Councillor