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2022-09-30-accounts

THE HARRISON BALLANThNE FOUNDATION Ccryany Regtstsaiw)rb No CE027656 IEryL•nd W¥kn•l Ch•1 R•318lralKJn No 1197163 Annual Report and Financial Statements For the period ended 30 September 2022

The Harrison Ballantyne Foundation IA Charitable Incorporated Organisalion) COMPANY INFORMATION EJ¢th 8ntyM ICh•rl Trxy hlls Tbythy H•4 24 F8knwfld• Cr ytharrw 7GA CE027W IErWwd Waknl Chanty Re9rttr3ts)fi Nurthr In¢jop•n￿l Exanm 1197163 R Deanw FCCA 2 Hat￿1 Cbse NN6 7GT Pmwl B•nk•r Cocpernb¥• 8•nk PLC PO 8ox 101 18•lk)oN sir¢•t Manchest 4EP

The Harrison Ballantyne Foundation (A charitab￿ InCo￿Orated Organisalw) CONTENTS P•9• Trus￿￿. R•M¥t Indep•ndqnt Rwl R•c•pls •Th Pay￿1

The Harrison Ballantyne Foundation (A Charrtable Incory)oraled Organwts￿l TRUSTEES, REPORT FOR THE PERIOD ENDED 30 SEPTEMBER 2022 30 Sepiember 2022 SiryctUf•. Gov•rn•n¢• •fid M•n•g•m•fit The govemfftg (bxumenl Is The Hrtson BalLgThtyM FovrthtJn IHBFI Chaniabk Inctypjraiod Organukn Icioi ¢￿¥￿￿j1￿)n OD 15 Juty 2021. b•¢•ff tP Chanty C¢mM￿S1￿ when the CIO w45 rw51ernd on 16 Dx•rnt• 2021 Th• con•blut￿n d•fines Tojstaes kn wn H8F CIO Up lo TDJ81ees can be ewed ufidef the tsslrtutrln Lrf H8F CIO al Annual General Meeting The ￿1￿lIrTh￿t afvj tr•inry ol the TNsloes, ¢Wed. by Ihe existsng Truste•s The Tru¥ M rwibJ ur#J•r th? CMsllAkn ol H8F CIO iht rnpytry pe￿d •J EIEabelh B•ltsntyn• (Chw) Trncy PrttJ TThoth¥ H••km Obl•ctfv•• otyct8 ol thè CIO •r• * •tharK• ed￿1￿ ol publK. partKuW ChI￿re￿. ITh raiN¥ay lety. It•¥m d red￿￿ Ihe nwnbefolfatslthsand hle chang#vJ ffliurw m tsin's Rai￿1aYI Publ B•n•fil Sl•l•rn•nl Al th• Chanty's vnderi¥kefi 10 luthtrr ¢h•rfat4e pU￿￿e lor the bw•fft ol the publ Tl TNslees have W regard tothe Charty guvJ•w on berlryht In sectson four ol the Chanlm Acl 2011 The mam benefts have a￿￿en durry Il year In)m oryantsaiw. and zre dolaiknd In lh• folkwry aTrJ Tinowl R•vl•w of D•v•lopm•nts, Acthittl•• and Achlw•m•nt# dtsrfng th• p•rfod Since Ihe lo￿alk)n olthe CIO Ihe chty has wilh Ihe help ol the iail Industry. ¢realed a film wh￿h lells the story of Harrison Ballanlyne and hlyw he died This has betrTh used as part ol a public campai9n lo prevent Irespass on Tai￿ayS and suffoundthg Aweas Anolher has aly) been created to use in ihe rail Industry 10 raise ol Hamson's story and eneour¥Je peop￿ working In Ihe Industry lo be mindful ol hfm lo keep ihe area5 they ¥r¢ fe¥por151bkn lor. sale The ¢hwty has been workiTry wilh the ¢￿PanY. Learn LNt, •nd Ihe"Ral Safe Frndly" lnibalr￿ has been created This Inilialive Is ￿ gel •chc4Jl8 to carry oul beswn• on r811 slllety. so far 1436 scws In Ihfr UK hav¢ svJned up Pl•n• lry Y•• The charfy plan¥ lo tonDnue to gro the "Rail Sale Fnendty. MirtJatNe wilh a lo get￿n9 •very •cWI in th• UK sJned up, and 10 io ¥Mh Ihe Rail industry lo achve Ihi8 u¥)al

The Harrison Ballantyne Foundation (A Charitabk Incorporated Offjanwlion) TRUSTEES. REPORT (Continued) FOR THE PERIOD ENDED 30 SEPTEMBER 2022 Fln•nclal for th• P•rl¢xl Tho chznty has gefior•ied • t(rt•l d £3.639 d r••ems t)th furna•19 wd the rwt thnalkxs dunr¥J the p￿￿rt. Pollcy on Ru•r¥ The Truslees consvJeflh•i Ihfr Unl•￿I¢d cash fund 01£3.639 osat 30 Sept￿be1 2022 • •uffwnt su$l•in rts miThmal wanses wrwj lorw• TnMt•M' RMpon•lbllttb•• The Trustees are r¢sp0Tr51t4v lor the Tw¥i•es' knrNJ•l RW •rKI fiTh¥wl stht¢rn•nts In accordan￿ with applUb￿ Laws Ullrted ktthtnlmo Stsndards Iunrted ￿ngdoM Gn¢ralty A¢￿￿n￿9 Pr•iel The i• •Wr8blv 10 chantss In ETrJtsnd and Wal•$ r•quim th• Tnjslees lo preparn finar￿1 5t•tements lor exh fina￿￿1 year whth 9Ne a IrLie and f•ir ol the 51ate 018ffaws ol the and ofthe r•sour¢¢s and aPplU￿ ol fesourc¢s ol the chorty f¢f Ih•i In kwanry thesa 0¢¢4￿￿t$. fnotaes" ar• rnquwed to otAer¥e rnalhods P￿￿pIes In the Charrtrs SORP 2019. mèiudgernen15 arkj estrrnalos Ihat are reasonab and pruOefi( state whether applKth UK actounbng slandards h8¥e teen folkl￿1. lut1￿ to any moler￿1 departures a￿ explain¢d In the finarKrdl s¢al•ineiits, pr•pafo Ihe financwl 8t8ternents rffi Ihe 9tyn9 unknm tts pr•sum• that ¢hW +¥QrntJ The Truslees ￿ (¢sp)nsble for rnaintng ac£thtnbng Tec#rfs wrt￿b dts¢lose wth easonable 8ccurncy sl any It finanual rN)srtv)n co Ihe charrtablo and lo enablv them 10 ensure thai the finanwl slatemenls wrth Ihe Chanw Act 201 I, the chan1￿8 lAC£￿nIS and Reports) Regu￿tIOnS 2Crf)8 and Ihtr pffjvr4K)n olihe ConsbtuI￿ Tly are Sbo resp￿ble loy safeguarding th• •Jsels of the chwbi•bb• ¢tyryany i•kirg •leps fty IM prevenb)n and deledw ol fr•ud and othw IrroguL•irf D•el•rntlon The Twsle¢$dec￿rO IW Ihey h 30 Septenthf 2022 on .22nd the fvwntsal st•t8menb for1￿ peN)d end•d And •Sgn•d ¢)n I￿h￿l101th• 8o•nl ty: Elry8belh Balkntyne Ch•ir gl TN¥t••• Trxy Prtt8

The Harrison Ballantyne Foundation IA Chanlable Incorporated organisab￿) INDEPENDENT EXAMINER'S REPORT FOR THE PERIOD ENDED 30 SEPTEMBER 2022 Thi8 report ty wepw•d for lh¢ Trustees olThe Harr¢)n BThtyne Found8trYI. a th¥rtab￿ oig8ntsakn. iegL%l•r•d number CE027656 regtswed th8nty nurnt¢r 1197163 I reyt on Ihe xcThJnll for lh• p￿￿d el¥￿ 30 SWenpr 2022. # Mt outm pag¢8 5 to 8 R•sponlbllltS•¥ •nd ba•1• ol mport A8 the charty's Trustees ytyj we re¥yisth k¥ th8 x0rdan￿ wrth th• requIre￿nts ol the ChaNtN8s kl 2011 Acfl I repryl In re¥￿1 offfly ex•ninatm dth• cwtys ￿￿ntS •¥cwMd oth under seclffj 145 of the Acl and In uffying ¢yJl my I h8%fok•J th• byth• Charrty Commission under sodv)n 145ISllbll ol Ihe kt Ind•p•nd•nt •¥mln•rf• •lt•nwnl I have cornpled my éxannK)n I wifirn rbo matWB to th•t gw• m• cau$8 to believe any maten•l respecl . wunmg ke¢ In r•spxt chwty u r•qurtd by 130of th•A¢t, I have no ¢th￿rnI ar￿ hm i)Th no rnattorn m cMn•ctstyl wth lh• •x•mffiabon 10 wh 8ll•ntnn bo th15 wd•r of the acrwnis 10 be R•b•cc• D••rfng 2 Hatherley Cl Cr￿k NorthènVton*h NN6 7GT Rethant wdeswnal ts)Yy" ACCA O•ted 21 ocr I021

The Harrison Ballantyne Foundation IA Charitable Incorporated Organisalionl RECEIPTS AND PAYMENTS FOR THE PERIOD ENDED 30 SEPTEM8ER 2022 Unmtrkt•d R••trlcl•d Fund Fund 2022 Yotsl Fund• R•c•lptA 3.754 3.754 Totsl r•¢•lpts 3.754 3.754 P4ym•nts FuNJraJsing Tot•1 p•yrn•nl• N•t rn¢•lp¢• 3.839 3.639 C••h ￿1•￿¢• •t 20 S•pt•mb•r 2022 3.639 3.839

The Harrison Ballantyne Foundation IA Charitable Inco￿0[aled Organisalw) STATEMENT OF FINANCIALACTIVITIES AS AT 30 SEPTEMBER 2022 2022 Unmts*t•d Fund £ 2022 RMtrict¢d Fund £ 2022 Total Funds E C••h Fund• Curr•nt ¥KrtsJnl 3.639 3.639 3.639 3,639 Ll#blllll•• And •lgn•d on b•h•M of th• 00•￿ by.. Eloabelh BolLqntyM Ch•lr ol TN•t••• Trary Pffts

The Harrison Ballantyne Foundation IA Charitable Incorporated Organisalionl NOTES TO THE FINANCIAL STATEMENTS FOR THE PERIOD ENDED 30 SEPTEMBER 2022 Aecountlng polkl 1.1 8•11• ol •c¢•unting The Statem￿ts been • rKeiOs p•ymenls bas 1.2 th•lpts 1.3 Piym•nts Expendrtur• ts rewrned ty Ihe F•yiwit ￿ ￿ndS Ihe chwty. 1.4 R•¥trt¢l•d fvnd• 1.B Trn•t••¥ •xp•nM• No Imstees We￿ In ffj¢•pt d •ny axpenwly otrw the peiJJ Gy•rnnt••A No guw•nle•8 h•ffj b••n gwon HBF CIO m lh• pwd.