2025-10-31-accounts

Trustees. Annual Report for the period (HAR Period stsrt date 01 Period end dale . OctobÈr Nov 2024 2025 From To Section A Reference and administration details Charity name Barton & Pooley Bridge Community Fund other names charity is known by Registered charity number lif any) 1188122 Charity's principal address Mains House Pooley Bridge Penrith Postcode CA10 2NG Names of the charity trustees who manage the Charity Dates acted if not for whole ear Trustee rtame Office Irf any) Name of person lor body) entitled oint trustee ifan M Maclnnes S Bunting D A Binks M F Vause JRay W H Coulston BCRay 10 12 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 ear TAR Mar¢h 2024

Names and addresses of advisers (Optional infomiation) e ol adviser Name Address Name of chief executive or names of senior staff members (Optional infomiation) Section B Structure, overnance and mana ement Dèscription of the charity's trusts CIO Foundation Constitution Type of goveming document ',eg trust dJed ofjslilutionl How the charity is constituted leg. trust J8SQknia:ion corrpanvl Trust Trustee selection melhods leg. appointed b/, elected by Truslees are appointed by a resolution passed at a properly convened meeting of the charrty trustees. In selecting individuals for appointment as chanty trustees, the charity trustees must have regard lo the skills knowledge and experience needed for the effective administration of the CIO. Additional governance issues (Optional information) You May choose to include additional information, where relevant, aboLrt'. policies and procedures adopted for the induction and training of Irustees., the charity's organisational strudure 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 Ob ectives and activities TAR March 2024

To advance such charilable purposes (according to the law of England and Wales) as the trustees see fit from time to time in particular but not limited to the adVan￿ment ofcitr£enship and community development within the Barton and Pooley Bridge area. Sunimary of the objects of the charity set out in its governing document In 2015 the bridge at Pooley Bridge Collapsed in heavy flooding and the village was cut off from the West bank, causing considerable disruption lo the residents of the village A replacement bridge is now under construction {completed October 2020), and the decision was taken for pavers to 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 Charitab￿ fund. The Trustees had due regard to the commission's public benefit guidance when exerasing any powers or duties to which the guidan￿ is relevant Summary of the main activities undertaken for the public benefit in Telation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by Ihe Charity Commission on public benefiti In 2023 and contsnuing into 2024 and 2025 a new project was set up, the 'Ullswater Hopper Bus Proiecl.. This project provides bus services between various areas of the Lake District during weekends and bank holidays wtlh the aim to reduce private motor use In the area. Additional details of objectives and activities (Optional infomiationl TAR Marth 2024

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

Se()tion D Achievements and performance Summary of the main achievements of the charity during the year The grants will be available to organisalions within Barton and Pooley Bridge. 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 must address an identifiable communty need and result in idents'fiable benefits lo the community of Barton & Pooley Bridge which are exclusively charitable. Grants made from the Trust in the year.. £1,000 to Maddy Teasdale for community tree plantsng proJeGt. £1,115 for D Day celebrabons £687 to Hopper Bus Project for providing bus transportation belmeen areas in the Lake Districl. TAR March 2024

S8c*ion E Financial review The Trustees will meet and discuss the applications and then Ihe Trustees will vole to decide who will receive the grants. Trustees will vote for those organisations that provide benefrts which are exclusively charitable and that the Tnjstees feel will best meet the chanly s objectives. There will be a maximum grant of£2,500 and there will be a maximum lotal grant awarded per year of £5,000 to preserve the longevity of the fund. The Trustees do have the ability to exceed these levels in the event of a s￿CIal project. Brief statement of the charity's policy on reserves Cash held for the benefrt of the Trust by Barton & Pooley Bridge Parish Council at the year end was £36.753. The trust total reserves are £36,753. Details of any funds materially in deficit Further financial review details {Optional infomiation) You may choose to include additional information. where relevant about.. the charrty's principal sources of funds (including any fundraisingl., how expenditure has supported the key objectives of the charity. investment policy and objectives including any ethical investrnenl policy adopted Section F Other optional infomiation Section G Declaration The trustees declare that they have approved the trustees, ￿pOrt above. Signed on behalf ol the charity's trustees Signaturels) Full name{s Positbon leg Secretary, Chair, et¢ 1/4ds Cikin il-¢-z6 J LJJil IRLJJIt Date TAR Marth 2024

CHARITY COMMISSION FOR ENGLAWD AND WAIES Receipts and payments accounts CC16a Farth• wlod from Section A Recelpts and payments Unr•strlGtod funds lunds Lastyear A1 ReeÈ Ho BUS Ir￿ J•) r(Ass Kjccffle Ji set nvestment Totalr8¢elpts 75 PrtsfsS￿[lallts Dlgtrbutio￿￿ Sub tolal A4AAsètand Inwstm•rt r¢hase¥ Sub tolal Totslpaymtrnts 32.S47 NetolWWfpaynJents) A5TraTh8f¢rA b¢tsJeen funds A6 Cashfunds las¢ yfj4r4nd Cah ftstnrfs y¢0renLI (r,ni 11D.172J S2J2 44.524 3&7 Sectlon B Statement of assets and liabilities at the end of the period UDreslricl•d Resthcted funds Endowment fu￿d$ 81 Cashfunds K7 YO￿ cash l￿d8 ds fur De¢ai15 82 Other monetary a888ts

B3 Investm¢nt assets Details B4 Assets rotaln•d forth• ¢harity's own us• D£taiLg BS Llabiln105 lthe ￿$[ee5 PrintName /i- -z6

Independent examiner's report on the accounts

Section A Independent Examiner’s Report

Report to the trustees

Charity Name

Barton & Pooley Bridge Community Fund

On accounts for the year ended

31 October 2025

Charity no (if any)

1188122

Set out on pages

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 ended 31 / 10 / 2025

As the charity's trustees, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).

Oct 2018

IER

1

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 all 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:

1. the accounting records were not kept in accordance with section 130 of the Charities Act; or

2. the accounts did not accord with the accounting records; or

3. the accounts did not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a ‘true and fair’ view which is not a matter considered as part of an independent examination.

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

Signed:

Date:

20-04-2026

Name:

MARTIN BORRADAILE

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

FELLOW OF THE INSTITUTE OF CHARTERED ACCOUNTANTS IN ENGLAND AND WALES (FCA)

Address:

2

Oct 2018

IER

FIFTEEN, ROSEHILL ESTATE, MONTGOMERY WAY, ROSEHILL

CARLISLE

CA1 2RW

Section B Disclosure

Only complete if the examiner needs to highlight material matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).

Give here brief details of any items that the examiner wishes to disclose .

3

Oct 2018

IER