Trustees, Annual Report for the period
Period start date
Period end dale
023
20?4
From
Section A
Reference and administration details
Charlty name
Barton & Pooley Bridge Community Fund
Other names charlty18 known by
Registered chority numbèr (If any)
118&1122
Charlty'8 prlnclpal addre58
Mains House
Pooley Bridge
Penrith
Postcode
CA10 2NG
Nam08 of tho charlty trustee• who manago the charlty
Datss acted If not for who
•ar
Tru•l•• nomo
txnc•1Sf any)
N4m• of p•rnon lor body) •n￿lI•d
toa
olnt tru•t••
Ifan
M Maclnnes
S Bunting
O A Binks
M F Vause
JRay
W H Coulston
S McAvoy
BCRay
01111123 to 10109124
10
12
13
14
15
16
17
18
19
20
Names of the trusteos for the charlty, If any> (for example, any custodian tru8ts••
Name
Dates act￿ If not for whole
ear
TAR
March 2024

Names and addresses of advisers (Optional inforniation)
e of adviser
Name
Address
Name of chl8f exocutlve or names of senlor staff members {Optlonal Inlormatlon)
Section B
Structure,
overnance and mana
ement
Oescrlptlon of tho charlty's trusts
CIO Foundatlon Constitution
Type of goveming document
How Ihe Charity 18 constituted
Trust
Trustee selectlon methods
Trustees are appointed by a resolution passed at a properly convened
meeting of the charity trustees.
In 8electing individuals for appointm8nt as charity trustees, the charily
Irustees must have regard to th8 8kills knowledge and experience needed
for the effective administration of the CIO.
Addltlonal govornanc•18•uo8 {Optlonal Informatlon
You May ch008e lo include
additional informalion, where
rèlevant, about..
policies and procedures
adopted for Ihe induction and
training of Iruslees;
the charity's organisalional
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 lo manage
them.
Section C
Ob"ectives and activities
TAR
March 2024

To advance such charitable purposes (according to the law of England
and Wales) as the trustees see fit from lime to time in particular bul not
limited to the advancement of citizenship and community development
within the Barton and Pooley Bridge area.
Summary of the objeGts ofthe
charity set out in itg
gov8rning document
In 2015 Ihe bridge at Pooley Bridge collapsed in heavy flooding and the
village was cut off from the West bank, causing considerable disruption to
the residents of the village. A replacement bridge is now under
construction (completed O¢lober 20201, and the decision was taken for
pavers lo be available for sale and the funds generated from the sales to
be used for exclusively charitable purposes within the Barton & Pooley
Bridge area by setting up a charitable fund.
The Trustees had due regard lo the commission's public benefit guidance
when exercising any powers or duties to which the guidance is relevant.
Summary oftha maln
actlvltlès undèrtaken for tho
publlc beneflt In rolatlon to
those objects Ilnclude wlthln
th18 Sectlon the ststutory
declaratlon that trustees have
had regard to the guldance
Issued by the Charlty
Comml881on on publlc
bonofltl
In 2023 and continuing into 2024 a new project was set up, the 'Ullswater
Hopper Bus Project,. This project provides bus services be￿een various
areas of the Lake District during weekends and bank holidays with the
aim to reduce private motor use in Ihe area.
Addltlonal detalls of objectlves and activltie* Ioptlonal Infomiatlonl
TAR
Mar¢h 2024

Grants will be available for projects which benefit community
developmenl and regeneration within the Barton & Pooley Bridge area.
You may choose to include
further statements, whe
relevant, about..
policy on grantmaking.,
policy programme related
investment.,
contribution made by
volunteers.
Section D
Achievements and performance
TAR
March 2024

Section D
Achievements and performance
The grants will be available lo organisalions within Barton and Pooley
Brid9e. The fund is for the development of the community and the ethos
for applications will centre around that. Applications can be for initiatives,
community projects or events. The application musl address an
identifiable community need and result in identifiable benefits to the
community of Barton & Pooley Bridge which are exclusively charitable.
Summary of the main
achievements of the charity
durlng the year
Grants made from the Trust in the year..
£2,676 for Parkin Memorial Hall to put towards the lighting and
sound system
£1,092.45 for D Day celebrations
£235 to Friends of Ullswater Way for an art project
£129.60 to Chestnut House for a community event
£1,100 to Lakeland Waste Management for the heating project at
the Village Hall
TAR
March 2024

Section E
Financial review
The Trustees will meet and discuss the applications and then the
Trustees will vote to decide who will receive the grants, Trustees will vole
for those organisations Ihat provide benefils which are exclusively
charitable and that the Trustees feel will best meet the charity's
objectives. There will be a maximum grant of £2,500 and there will be
maximum total grant awarded per year of £5,000 to preserve the
longevity of th8 fund. The Trustees do have the ability to exceed these
levels in the event of a special project.
Brlef statement of tho
charity's policy on reserves
Cash held for the benefrt of the Trust by Barton & Pooley Bridge Parish
Council at the year end was £39,242. The Trust are also holding cash for
the benefit ofthe Hopper Bus Project of £5,282 at year end. The trust
total reserves are £44,524.
Detalls of any funds matorially
In deficit
Further financial roview detsils (Optlonal Infomiatlonl
You may choose lo include
additional information, where
relevant about..
the charity's prbncipal
sources of funds {including
any fundraising),
how expenditure has
supported the key objectives
of the charity:
investment policy and
objectives including any
elhical investment policy
adopted.
Section F
Other optional information
Section G
Declaration
The trustees declare that they havo approved th8 trustees, report al)ove.
Signèd on ￿half of the charlty's trustses
Slgnature{s
Full narnels
Position leg Secretsry. Chair,
etc)
i RJJ ICC é I L."A
Date
TAR
March 2024

CHARIIY COMMISSION
FDR ENGLAND MO WAIES
Receipts and payments accounts
CC16a
Forth$ pèrfad
from
To
Section A Receipts and payments
Unr4stric19d
funds
Endowtnent
lunds
Re5trfcted lurHIs
TOW funds
Lastyur
toth¢ np4mt
ttlthgrnar4st£
tolherbEatext£
t•lhEfievest£
t0thEnèlrt￿E
Al R￿Ipts
38
Ho
t IncamE
21,J60
11600
Svb tolallsmss income lorAR)
A2 Asset and Investrnent $wle¥,
(seetsblel.
21,310
21375
Sub tolal
Tolalre¢eipls
21,360
22,37S
A3Pa
ments
GeDpr
Fle
DislnVubD
6,21J
1,2$3
Z6M53
10.882
1.715
X.86S
Sub total
6.614
$2.617
A4Asset and IDv*knént
purchases, Isee table)
Sub tolal
Tol•lp•ymenls
6,694
26,8$3
J1647
12,255
Netof rEcwpl4lp8yments)
AS Transler5 betwwn lunds
AS Cash ￿Thds last yearend
Gash funds th￿￿e￿rend
B72
43.921
39,242
10,775.DO
,696
44,52
5J,023
6i6Sa
Section B Statement of assets and liabilitie¥ at the end of the period
Unresirfcled
fvnds
Restricted funds
Endowmonl
funds
to n14M£
neirE5t£
81 Cash funds
51242
6.211
rot81 ¢•sh funds
Jè.242
5,282
Unr•stri¢
funds
to nE41e4t£
Rostrfcted fvndj
Endowment
funds
ton•*r￿1£
DBtall

Curr¢rtl¥alu
Detal
B3 Inve5trnent a*sets
Detalls
be￿￿
Co# l0pdaNII
Currnntva
B4 Asstts retalned lor thg
chartty'8 own use
FIhidto*t￿Ch
Y•lat•s
Amounl
tson•l
WhEn6up
B5 Llabllltlos
Slqned byonerKtsvDINslBe50n bth*t
r*ithe
gn8lu
Pnnt Name
Date orapproval
AJLk 4LiS1