Climate Action Ilkley
Charity number 1189801
Annual Report and Financial Statements
for the period ended 31 March 2021
Climate Action Ilkley
Annual Report and Financial Statements
for the period ended 31 March 2021
| Contents | Page |
|---|---|
| Trustees' report | 2 to 4 |
| Examiner's report | 5 |
| Receipts and payments account | 6 |
| Statement of assets and liabilities | 7 |
| Notes to the accounts | 8 to 9 |
Prepared by West Yorkshire Community Accounting Service
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Climate Action Ilkley
Trustees' report for the period ended 31 March 2021
Reference and administrative details of the charity, its trustees and advisors
The trustees during the financial period and up to and including the date the report was approved were: Name Position Dates
Position Dates George Abramson Chair Appointed 5 June 2020 Kathleen Steward Treasurer Appointed 5 June 2020 Michael Daw Appointed 5 June 2020 Stephen Peel Appointed 5 June 2020 Keith Pitcher Appointed 5 June 2020 Anna Davidson Appointed 5 June 2020 Resigned 12 July 2021 John Marsham Appointed 5 June 2020 Resigned 1 November 2020 Jeanne- Claire Stanley-Hyde Appointed 27 January 2021 Resigned 28 June 2021 Helen Thurston Appointed 25 January 2021 Resigned 25 June 2021
Charity number
The charity was registered with the Charity Commission for England and Wales, number 1189801, on 5 June 2020.
Principal address Bankers 3 Marlborough Square National Westminster Bank plc Ilkley 19 The Grove West Yorkshire Ilkley LS29 8PU West Yorkshire LS29 9TA
Independent examiner
Rhys North ACA
West Yorkshire Community Accounting Service
Stringer House 34 Lupton Street Leeds LS10 2QW
Structure, governance and management
The charity is a Charitable Incorporated Organisation (CIO) formed on 5 June 2020 and is governed by a constitution.
Method of recruitment and appointment of trustees
The trustees of the charity are appointed by the members at the AGM.
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Climate Action Ilkley
Trustees' report (continued) for the period ended 31 March 2021
Objectives and activities
The charity's objects
The promotion for the benefit of the public of the conservation, protection and improvement of the physical and natural environment of Ilkley, in particular:
-
1) by raising awareness of the causes and impact of climate change; and
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2) encouraging practical steps to reduce atmospheric carbon dioxide levels and mitigate the effects of climate change.
Public benefit statement
In setting our objectives and planning our activities our Trustees have given serious consideration to the Charity Commission’s general guidance on public benefit and in particular the advancement of environmental protection or improvement.
Achievements and performance
Since forming as a charity in June 2020, Climate Action Ilkley (CAI) has achieved the following:
Land and Nature
We continued to support and develop our community orchard with the help of young and old(er) volunteers, spread across two sites near Ben Rhydding station and in Riverside Park. Funding came from Bettys Trees for Life, alongside donations from local organisations and private individuals.
We campaigned for local shops to stop stocking peat-based compost and encouraged members of the public only to buy peat-free.
We encouraged members of the public to install nesting boxes for swifts and created tree trails to increase awareness of local trees.
We held ‘balsam bashing’ sessions to help manage this invasive plant species.
We initiated the South Bank Project to increase biodiversity and public engagement with the natural world on a prominent area of public space in central Ilkley.
Energy
We ran a community scheme for residents to purchase and install solar panels on the roofs of their domestic properties.
Travel and Transport
We secured funding from the People’s Postcode Lottery to purchase electric cargo bikes for community and local business use.
We engaged with Enterprise Car Club to establish a car club in Ilkley.
We successfully lobbied Bradford Council to change their plans for a road junction in Ilkley town centre to be more pedestrian-friendly.
Materials & Products
We ran a technology redistribution scheme to collect unwanted electronic devices and offer them to local families in need.
Food
We ran a food choices campaign to encourage people to think more about buying local, reducing food waste, and eating less meat. We also attempted to engage local supermarkets with this issue.
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Climate Action Ilkley
Trustees' report (continued) for the period ended 31 March 2021
Achievements and performance continued
Engagement
We held a virtual public meeting to discuss the Ilkley Sustainability Plan. Attendees included the local MP (Robbie Moore), town councillors, other voluntary groups and the wider public. There was strong support for the plan.
We have held a number of other public events, including an expert session on how to retrofit domestic house insulation, “Should we go vegan to save the world?”, “Water in the Dales: are we keeping up with climate change?”, and “How To Be More Pirate”. Despite the challenges of holding these on Zoom, attendees numbered between 20-50.
We ran campaigns to promote the Climate and Ecological Emergency Bill and to encourage people to switch banks to those that don’t fund fossil fuels.
We made an organisational response to Bradford Council’s local plan consultation, which includes plans to build new housing on green field sites.
We were invited on to the Town Council’s Climate Emergency sub-committee to develop a plan to implement the declaration.
We hosted and supervised a student from the University of Huddersfield who produced videos, including an interview with the Mayor of Ilkley.
Financial review
The net receipts for the year were £6,143, including net receipts of £1,653 on unrestricted funds and net receipts of £4,490 on restricted funds.
Climate Action Ilkley has not been affected financially by the global pandemic. We have continued to receive income from membership fees, donations, and have successfully secured funding. Whilst at the time of signing these accounts the activities of the charity have been impacted by the pandemic in terms of being unable to carry out many of the activities and meetings we would no doubt otherwise have engaged in, the trustees have reassessed the charity’s ability to continue for at least 12 months from the date that the accounts are approved and conclude that no material uncertainties exist that cast significant doubt on the charity's ability to meet its liabilities as they fall due.
Reserves policy
The charity's free reserves, excluding fixed assets, at the year end were £1,653.
Climate Action Ilkley currently has no reserves policy.
Signed on behalf of the board of trustees on 1/11/2021
Michael Daw (Trustee)
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Climate Action Ilkley
Independent examiner's report to the trustees of Climate Action Ilkley Charitable Incorporated Organisation ('the CIO')
I report to the charity trustees on my examination of the accounts of the CIO for the period ended 31 March 2021, which are set out on pages 6 to 9.
Responsibilities and basis of report
As the charity trustees of the CIO 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 CIO's accounts as carried out under section 145 of the 2011 Act. 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 giving me cause to believe that in any material respect:
1 accounting records were not kept in respect of the CIO as required by section 130 of the Act; or 2 the accounts do not accord with those records.
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.
Rhys North ACA
4/11/2021
West Yorkshire Community Accounting Service
Stringer House 34 Lupton Street Leeds LS10 2QW
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Climate Action Ilkley
Receipts and payments account
for the period ended 31 March 2021
| Notes 2021 Unrestricted funds £ Receipts Grants and donations (2) 242 Donation from unincorporated association 1,531 Membership fees 1,318 Other income 12 Total receipts 3,103 Payments Community orchard 76 Bike equipment - Printing, postage and stationery 84 Insurance 1,167 Website and IT 8 Campaigns 115 Total payments 1,450 1,653 Fund balances brought forward - Fund balances carried forward (3) 1,653 Net receipts / (payments) |
2021 Restricted funds £ 21,356 (220) - - 21,136 1,009 15,637 - - - - 16,646 4,490 - 4,490 |
2021 Total funds £ 21,598 1,311 1,318 12 24,239 1,085 15,637 84 1,167 8 115 18,096 6,143 - 6,143 |
|---|---|---|
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Climate Action Ilkley
Statement of assets and liabilities
| as at 31 March 2021 2021 Unrestricted £ Cash funds Cash at bank 1,653 Total cash funds 1,653 Other monetary assets Prepaid insurance Assets retained for the charity's own use, at cost Electric cargo bikes Cargo bike trailer Bike equipment Liabilities Independent examination |
2021 Restricted £ 4,490 4,490 |
2021 Total £ 6,143 6,143 £ 1,070 1,070 £ 11,330 3,497 810 15,637 £ 300 300 |
|---|---|---|
Approval of the accounts
The financial statements were approved by the board of trustees on 1/11/2021
Michael Daw (Trustee)
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Climate Action Ilkley
Notes to the accounts
for the period ended 31 March 2021
1 Accounting policies
Basis of accounting
The trustees have taken advantage of section 133 of the Charities Act 2011 and have prepared the accounts on a receipts and payments basis.
There has been no change to the accounting policies since last year.
No changes have been made to the accounts for previous years.
Taxation
As a charity the organisation benefits from rates relief and is generally exempt from income tax and capital gains tax but not from VAT. Irrecoverable VAT is included in the cost of those items to which it relates.
Fund accounting
Unrestricted funds are available for use at the discretion of the trustees in furtherance of the general objectives of the charity.
Restricted funds are subjected to restrictions on their expenditure imposed by the donor or through the terms of an appeal.
Further explanation of the nature and purpose of each fund is included in the notes to the accounts.
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Climate Action Ilkley
Notes to the accounts continued
for the period ended 31 March 2021
| 2 Grants and donations Bettys Trees for Life Postcode Local Trust Donations 3 Restricted funds Community Orchard Cargo Bikes |
Balance b/f £ - - - |
Incoming £ 3,573 17,563 21,136 |
2021 Unrestricted funds £ - - 242 242 Outgoing £ 1,009 15,637 16,646 |
2021 Restricted funds £ 2,678 17,563 1,115 21,356 Transfers £ - - - |
2021 Total funds £ 2,678 17,563 1,357 21,598 Balance c/f £ 2,564 1,926 4,490 |
|---|---|---|---|---|---|
Fund name
Purpose of restriction
Community Orchard To support the establishment and maintenance of a community orchard. Cargo Bikes To support the establishment of an electric cargo bike scheme.
4 Related party transactions
Trustee expenses
No trustee received any expenses during this period.
Trustee remuneration and benefits
No trustee received any remuneration or benefit during this period.
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