## 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**
1
## 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.
2
## 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
- 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.
3
## 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)
4
## 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
5
## 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|
|---|---|---|
6
## 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)
7
## 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.
8
## 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.
9