2023-12-31-accounts - Friends Of The Ullswater Way

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Trustees' Annual Report for the period

Period start date Period end date 01 01 2023 31 12 2023 From To

Section A Reference and administration details

Charity name

FRIENDS OF THE ULLSWATER WAY

Other names charity is known by

Registered charity number (if any) 1185056

Charity's principal address 5 GRASSTHWAITE HOWE

GLENRIDDING

Postcode CA11 0PY

Names of the charity trustees who manage the charity

Trustee name	Office (if any)	Dates acted if not for whole year
Gordon Lightburn	Chair
Cecilia McCabe	Treasurer
Miles MacInnes
TimothyClarke
Anne Clarke
Jane Firth
Patricia Palmer		02/03/23 - ongoing
Francis Cooke
Joe Faulkner		Upto To 02/03/2023

Names of the trustees for the charity, if any, (for example, any custodian trustees)

Name Dates acted if not for whole year

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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

CONSTITUTION

(eg. trust deed, constitution)

CHARITABLE INCORPORATED ORGANISATION How the charity is constituted

(eg. trust, association, company)

ELECTED BY OTHER TRUSTEES 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

Advancing education of the cultural history, art and heritage of the Ullswater Valley.
Providing or assisting in the provision of facilities and

Summary of the objects of the incentives for all to walk and explore the Ullswater Valley. charity set out in its 3. Advancing the establishment of community heritage centres in governing document the Ullswater Valley.

Promoting activities that inspire the use of natural and cultural heritage as inspiration in artistic work.

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Activities undertaken have been consistent with our objectives. Several long-term projects have been moved to completion. These include principally: The EAMONT WAY FOOTPATH linking the nearest town of Penrith directly and safely to their Ullswater heritage - a distance of 5 miles. The VIRTUAL ART GALLERY – a new and novel concept that unites the availability of the Ullswaterheritage.com with location markers on the Ullswater Way footpath that facilitates the virtual access of ‘Old Masters’ landscape paintings from the very spot where these paintings were created.

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)

The Undertaking of a pilot scheme in the vale of Matterdale. The aim being to conduct a broad HABITAT SURVEY across significant portions of land and SSSIs (Site of Special Scientific Interest) including Great Mell Fell. This involved bringing together a team of survey volunteers, administering Professional training provided by Lois Mansfield of Cumbria Universities and the National Trust Conservation Adviser John Hoosan.

The ULLSWATER HERITAGE KNOWLEDGE BANK. Work has continued to continually evolve this historical, heritage and cultural virtual resource by adding further information as it becomes available but crucially this year FOUW undertook to commission drone footage from key locations spanning the length of the Ullswater Way and present it on the website with icons linking directly to the heritage information held upon the site.

UNDERSTANDING ULLSWATER TALKS programme remains a key feature allowing speakers to present their specialised knowledge to local residents and wider audiences via Zoom

THE WORDSWORTH WAY. Exploratory discussions about creating a new walking route from Grasmere to Patterdale, using existing rights of way, began in October 2023.

DAFFODIL PLANTING AT AIRA FORCE. The trustees committed £1,000 of the new funding from ‘Another Way’ to aid the National Trust at Aira Force in planting more indigenous daffodil bulbs in 2024.

Additional details of objectives and activities (Optional information)

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Most of the work of the charity is done by volunteers. FOUW has no paid staff nor staffing commitments.

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

In addition to the trustees, over 200 individuals and organisations within the valley have written material for our Ullswater Heritage Knowledge Bank. Local volunteers also assisted in the Habitat Survey, installation of the Virtual Art Gallery QR codes and in the signing and maintenance of the Eamont Way.

policy on grantmaking;
policy programme related investment;
contribution made by volunteers.

Section D Achievements and performance

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Section D Achievements and performance Completion of The EAMONT WAY: Summary of the main The fulfilment of more than 3 years of planning, landowner consultation achievements of the charity and working with our volunteers and supporting organisations – during the year principally The Lake District National Park. This work has led to the creation of a continuous and safe walking route from the town of Penrith, crossing busy national transport networks, to the peaceful serenity of the Eamont valley and eventually arriving at Pooley Bridge and the foot of Ullswater to link with the iconic Ullswater Way. It allows, for the first time in a century, the opportunity for the Townsfolk of Penrith to safely connect with their Lakeland heritage without resorting to a motor vehicle. The launch of the footpath has been highly welcomed and very positive feedback has been received from the thousands of walkers who have delighted in the experience this endeavour has provided. Launch of the ULLSWATER VIRTUAL ART GALLERY: In June of 2023 after 12 months of painstaking research and geo-location of significant Ullswater landscapes at the very places where the easels were set down. The gallery includes landscape paintings by some of our nations most famous artists including JMW Turner and John Glover. The gallery also includes notable regional artists from across the centuries, as well as a host of local contemporary artists. The gallery permits the visitor to simultaneously walk the Ullswater Way and at 40 chosen locations gain virtual access to the FOUW website at www.ullswaterheritage.org - to enable the viewing of the individual artworks via a mobile phone enabled device. MATTERDALE HABITAT SURVEY: Completion of comprehensive habitat survey within the vale of Matterdale. Recruiting and training an enthusiastic band of local volunteers to survey across participating Sites of Special Scientific Interest SSSIs. The training was provided by recognised experts from Academia and the results gathered and collated. Work is now ongoing to digitise and facilitate universal accessibility to the information gathered. Incorporation of unique AERIAL FOOTAGE into the www.ullswaterheritage.org website. This work adds a whole new perspective to accessing the cultural and heritage information currently existing on the website. As well as providing the user with an arial overview of the Ullswater Way Footpath. The UNDERSTANDING ULLSWATER talks programme gives FOUW a monthly forum presenting interesting topics to our many supporters. It has been successful also in projecting the profile of the organisation to a wider audience as well as raising funds through donations. The mailing list now extends to over 850 people.

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Section E Financial review

Brief statement of the charity’s policy on reserves Details of any funds materially in deficit

The trustees believe that holding a reserve of £250 is sufficient as there are no contractual financial obligations on the organisation beyond specific expenditure agreed by the trustees from funds already in hand. . In the event of funds becoming completely depleted the charity would be wound up.

N/A

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.

The Charity’s principal sources of funds are:

Donations from the general public, mostly received at the Talks. In 2023 £1,782 was received in total.
Grants from Trusts and Funds, not public bodies. In 2023 FOUW received a grant of £235 from Barton Community Fund towards the Virtual Art Project and a large donation of £31,000 from another local charity: Another Way. These funds had been raised from the ‘Ten Thousand Daffodils’ exhibit at Lowther Castle in Spring 2023. The donor did not specify any conditions for how FOUW should spend these funds. This large grant arrived in October 2023 and was still in the charity’s bank account at 31[st] December 2023. There are ongoing discussion about how best to spend the funds within the charity’s objectives.

The grants that were used during the year were: £1498 from Cumbria Community Foundation, received in 2021, for The Eamont Way and the £235 from Barton Community Fund for the Virtual Art Project. The remainder of the grant from the Lake District Foundation for the Matterdale Habitat Survey, £84 was spent during the year. From the brought forward balance of restricted funds from the Nineveh Trust, £141, £87 was directly spent on the Heritage Knowledge Bank and the balance of £53 went into general reserves.

Expenditure is always in keeping with the four objectives of the Charity. During 2023 objectives 2 and 4 came to the fore: The Eamont Way is a walking route from Penrith to Ullswater. It enables and encourages people without cars and without many resources to access the Ullswater Valley safely on foot. £1524 of the charity’s resources were spent on the Eamont Way, of this £26 was from reserves, £1498 from the brought forward grant from Cumbria Community Foundation. The Virtual Art Gallery inspired people to appreciate the beauty of the Ullswater Valley through the eyes of artists, past and present. £1565 was spent on this project: £235 from the Barton Community Fund grant, £224 from the Talk on the subject in March 2023, and the remainder from general reserves.

The donations from the talks are added up and after deducting the costs of the evening, 50% of these funds are donated to a charity of the speaker’s choice. In 2023 FOUW gave donations to: Patterdale Mountain Rescue, Penrith Red Squirrel Group, The Fell Pony Society, the Fell Pony Heritage Trust, The Eden Rivers Trust, Another Weigh and Bolton School for their conservatory project at Patterdale Hall.

Other expenditure during the year, using general reserves, was on the

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continuation of the Ullswater Heritage Knowledge Bank website including paying for drone footage from various points on The Ullswater Way; subscriptions and insurance.

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

Date

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FRIENDS OF THE ULLSWATER WAY ACCOUNTS - 31 DECEMBER 2023

INCOME AND EXPENDITURE ACCOUNT - YEAR TO 31ST	INCOME AND EXPENDITURE ACCOUNT - YEAR TO 31ST
DECEMBER 2023		RESTRICTED AND GENERAL FUNDS AT 31 DECEMBER 2023
INCOME:		RESTRICTED	£		£
GRANTS (RESTRICTED)	235	NINEVEH TRUST - UHKB
TALKS	1,782	Bal/b.f	141
OTHER DONATIONS	31,000	OUT 2022	(88)
TOTAL INCOME	33,017	To reserves	(53)
		BAL C/F	-
EXPENDITURE:
*RESTRICTED:*		LAKE DISTRICT FOUNDATION -HABITAT SURVEY
UHKB	88	BAL B/F		84
Habitat Survey	84	Out	(84)
Eamont Way	1,498	BAL C/F	-
VIRTUAL ART PROJECT	235
*UNRESTRICTED:*		CUMBRIA COMMUNITY FOUNDATION - EAMONT WAY
VIRTUAL ART PROJECT (FOUW)	1,330	Bal B/F	1,498
EAMONT WAY (FOUW)	26	Out	(1,498)
HALL HIRE	130	BAL C/F	-
SPEAKERS FEES/EXPENSES	80
REFRESHMENTS AT TALKS (NET)	1
SUBSCRIPTIONS AND DOMAIN NAMES	140	BARTON COMMUNITY FUND - VIRTUAL ART GALLERY 2023
PRINTING	118	Chq ex Barton Commuity Fund	235
WEBSITE	505	Expenditure	(235)
INSURANCE /LEGAL	157	Bal C/F	-
DONATIONS TO OTHER CAUSES (EX TALKS)	624
TOTAL EXPENDITURE	5,016	TOTAL RESTRICTED FUNDS AT 31 DECEMBER 2023				-
EXCESS(DEFICIT) IN YEAR	28,001

BALANCE SHEET AT 31ST DECEMBER 2023
CURRENT ASSETS
FUNDS AT BANK - ALL UNRESTRICTED	32,974
STOCK OF REFRESHMENTS AT DEC 23	28
TOTAL ASSETS	33,002
FINANCED BY:
FUNDS B/F PREVIOUS YEAR	5,001
INCOME - EXPENDITURE 2023	28,001
FUNDS AT 31 DECEMBER 2023	33,002


		Independent examiner's report on the accounts
Section A	Independent Examiner’s Report


Report to the trustees/ members of	Charity Name Friends of the Ullswater Way

On accounts for the year ended	31 December 2023	Charity no (if any)	1185056

Set out on pages		(remember to include thepage numbers of addit	ional sheets)

Responsibilities and basis of report	I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended31/12/2023. As the charity trustees of the Trust, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”). I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5)(b)of the Act.
Independent examiner's statement	I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination which gives me cause to believe that in, any material respect: •accounting records were not kept in accordance with section 130 of the Act or •the accounts do not accord with the accounting records I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached.

Signed:		Date:

Name:	Joanne Thomlinson

Relevant professional qualification(s) or body (if any):	FCA

Address:	FIFTEEN Rosehill, MontgomeryWay, CARLISLE, CA1 2RW



Section B Disclosure
	Only complete if the examiner needs to highlight matters of concern CC32, Independent examination of charity accounts: directions and for examiners).		(see guidance
Give here brief details of any items that the examiner wishes to disclose.	N/A

IER Octobar 2018