Trustees, Annual Report for the period Period start date 01 Period end date 31 03 From To Section A Reference and administration details Charity name The Evergreen Community Trust Other names ¢harity is known by Registered Charity number (rf any) 1198647 Charity's principal address cjo Kirkby Stephen Town Council. Local Links, Wic4rage Lane. TrQrtby Stephen, Cumbria CuTnbria. Postcode CA17 4QX Names of the charlty trustees who manage the charity Dates acteil rf not for wholo ear Trustee namè Office Irf any) Name of person {or body) entltled to appc4lnt trustee rfan Ex Officio (Cumbria County Council. Upper Eden Ward). Appointed. Kirkby Slephen Grammar School. Ex Officio {Kirkby Stephen Town Council, Chairman). Eden Valley Sports Partnership. Philip Dew Chaimian Alex Birtles Gary Hartley Paul Richardson Oliver Luke Names of the trustees for the charty, rf any, (for example. any custodian truslee5) Namo Dates acted rf not for whole ear None Names and addresses of advisers (Optional inforniation) e of adviser Name Address Accountant John Andrew 17-19 Market Street. lQrkby Stephen, Cumbria. CA17 4QS Chartered Accountants Name of chief executive or names of senior staff members (Optional inforniation)
Section B Structure, overnance and management Description of the charity's trusts Consts'tution (dated 7 January 2022) Type of goveming document How the charity is constituted Charitsble IncC0rated Organisation Trustee selection methods leg. appointed by. elected byi 2 x Ex OfficKJ. 2 x Nominated. 1 Appointed. Additional governan issues (Optlonal inforniation) The charity was consttiuted on the 7th of January 2022 as a Charitable Incorporated Organisation. Trustees a appointed or otheTwise'. - nominated (Kirkby Stephen Grammar School and the Eden Valley Sports Partnership) or Ex Offiao {Elected Office Holders with Cumbria County Council. Upper Eden Ward & Kirkby Stephen Town Council, Chaimian). Insurable Risks are dealt wilh via insurance (Zurich Policy No XA01220740563). Trustees resolved to adopt a Safeguarding Policy in tandem wth Kirby Stephen Youth Centre al their meeting on the 8 August 2022. Accounts are prepared on a Receipts and Payments ba51S. Trustees intend lo review and manage ongoing risks through Insurance and Ihrough its lease to the Youth Service Provider {Kirkby Stephen YoLrth Centre CIO) dated 15 September 2023 which provides for an element of supeNision. You may choose to include additional information. where relevant, about.. policies and procedures adopted for the induction and training of trustees- Ihe charity's organisational structure and any wider nelwork with which the chaiity works., relationship with any related trustees, consideratbon of major risks and the system and procedures to manage them. Section C Ob'ectives and activities Support and encouragement of the interests of Children and Young People in Kirkby Stephen and the Upper Eden catchment and specifically provision of premises for a Youth Centre to be known as 'Kirkby Stephen Youth Centre. at the Evergreen Building in Redmayne Road, Kirkby Stephen. Leasing of the Evergreen Building to the Kirkby Stephen YoLth Cent. Summary of the objects of the charity set out in its governing document
During the period of this report (the second year of the trust's operation) the trust". 1. Completed the refurbishmenl of the Evergreen Building. 2. Received funds and disbursed funds on behalf of the Kirkby Stephen Youth Centre CIO. registered chartty 1200449, (KSYC) whilst they incorporated and established themselves. 3. Raised additional funds £14,695 for the refurbishmenvfinishing of the Evergreen Building as a Youth Centre. 4. Held an event for funders wlh the KSYC to celebrate the completion of the refurbishment. 5. Entered into a lease with the KSYC to facilitale their occupation of the Evergreen Building {Signed & Sealed on the 15 September Summary ofthe main activities undertaken for the public benefit in relation to these objects (include within thi5 Section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit) Additional dotalls of obJectSves and actlvltles (Optional inforniation) You may choose to include fijrther statements, where relevant, about.. policy on granlmaking.. policy programme related investment- contribution made by volunteers. Section D Achievements and performance Trustees have had due regard for the Charity Commission's guidance on public benefit in the exercise of their duties and powers. Summary of the main a¢hievements of the charity during the year During the period of this report the trust.. 1. Completed the fUrbishMenI of the Evergreen Building. 2. Received funds and disbursed funds on beha of the Kirkby Stephen Youth Centre CIO. registered charity 1200449, (KSYC) V4hilst it incorporated and opened a bank account. 3. Raised additional funds £16,195 for the refurbishmenufinishing of the Evergreen Building as a Youth Centre. 4. Held an evenl for funders with the KSYC celebrate Ihe completion of the refurbishment. 5. Entered into a lease wtth the KSYC to facilitate their occupation of the Evergreen Buikling (Signed & Sealed on the 15 September 2023.) 6. Celebrated the opening of the Youth Centre and commencement of Youth servi provision on Kirkby Stephen in October 2023 Section E Financial review It is the trustee's intenlton to review and adopt policy on reserves at their next meeting, by means of a minuted resolution with periodic review. It is proposed to hold a small, fixed balance of funds towards the repair and Maintenan of the building and to apply any amount over this to its charitable purposes. Brlef statement of the Charity's policy on reserves
Details of any funds materially in deficit None Further financial review details (Optional infonnation) During this period the Charity reiVed grants totalling £16,194.82 to the refurbishment of the Evergreen Building and the provision of Youth Services as follows: You may choose to include additional information. where relevant about: the charity's principal sources of funds {in¢luding any fundraising).. how expenditure has supported the key objectrves of the charity. investment policy and objectives including any ethical inveslm9nt policy adopted. Kirkby Stephen Town Council £1.500 Cumbria County Council Area Planning £1,500 John Strutt Chartty £5.000 Cumbria Communty Foundation £8.195 For the year 202312024. 11 also received rent of £2.500 from the KSYC. In addition. it received additional funds tolalling £5,742 for the benefft of the Youth Centre Provider KSYC as follows.. KSYC Sexual Health Project £1,742 KSYC Westrnorland 2nd Furness Annual Grant £4.000 Vvhich it disbursed together wlth funds eVIoUslY raised for the Youth Service Provider in an overall payment of £29.901 to KSYC on the July 2023. The Charity spent £82.776 on refurbishment and £3.444 on the overheads of the building during the period covered by this Annual Report. Section F Other optional information Section G Declaration The trustees declare that they have approved the tsustees, report above. Si9ngd on behaff of the charity's trustees Signature(s) Full namelsl Posltlon (eg Secretsry. Chair, <LL(6 Date
CHARITY COMMI5510N FOR ENGLAND AND WALES The Everyreen CommUnT$t 1198647 Receipts and payments accounts CC16a For the poriod 0110412023 3110312024 Section A Receipts and payments Un$trId funds Restricted funds Endowment funds Total funds Last year iothe neares1£ iothe neartst£ ttsthe n•aroSt£ A1 Receipts Grants Reni 16.195 20.195 2.500 13B.83B Sub total(Gross income for AR) 18,695 21695 138.838 A2 Asset and Investment Sales. Isee tabla). Sub total 18,695 4.000 22,695 138.838 A3 Payments Heat& Light Insuranrg Fees Sign Garden Maintenanc Grants Energy CertthTrte AccountanGy 1,271 71B 718 434 132 132 36,540 374 72 314 720 Sub total 39.983 455 A4 Asset and Investment purchases, (See table) ements 81776 82.776 35.965 Sub total 81776 82,77£ 35,gE5 86.219 36.Y 122,759 36.460 Net of tse•lpts/(paym•nts) AS Transfers between funds A6 Cash funds last year end Cash funds this year end 67.524 32.540 100.064 102,378 69.838 2.314 32.540 102.378 2.314 102,378
Section B Statement of assets and liabilities at the end of the period Unrestricted fund5 neaTest E RÈstricted funds to nearoSt£ Endowment funds to VaTeSt£ Caleoofies Details B1 Cash funds Cash at Bank 1314 Total cash funds 2,314 Unrestrfcted RestTrgcted funds tvnpar¢st£ Endowment funds to nEarest£ Detail$ to thW¢St£ FurKlttswl¢h Details Cost lopknll 118,741 cU•tValè l¢)nal Unr•stricted Futhd to whkh CurtontVAlue Detai15 Costlop¥wll B4 Assets relainod for the charitys own use ni- Fundto¥Jhk y•7 due Detai15 onal B5 Llabllltles Sign8d by one or1 trustees on b¢haWof oll th tru¥tvos Date of nare prtnt Nam8 rov1 IID/