(HARNY (OMMISSIOI Trustees. Annual Report for the period Period start date 19 Period end date 31 03 2024 2025 From To Section A Reference and administration details Charity name The Evergreen Community Trust (Xher names charily is known by Registorod eharity number (If any) 1198647 Charlty's principal address clo Kirkby Stephen Town Council, Local Links, Vicarage Lane, Kirkby Stephen, Cumbria Cumbria. Postcode CA17 4QX Narnes of the charlty trustees who rnanage the charlty D•ts acted il not N4m• of p•r8on lor bodyl entitled to appolnt tru•t•& for whol• ilan Ex Officio (Westmorland & Furnass Councillor. Upp8r Eden Ward). Appointed. Natural Pèrson Head, Kirkby Stephen Grammar School. Ex Officio (Kirkby Stephen Town Councll, Chaimian). Ed8n Valley Sports Parinership. Tw$t¢• nm• Olfi¢• lif any) Vacant Chaimian Alex Birtles Gary Hartley Paul Richardson Oliver Luke Names of the trustees for the charlty, If any, (for example, any custodlan trustees) Name Dates acted if not for whole ear Names and addrèsses of advlsers (Optional infomiatlon) e of advlser Name Address Accountant Name of chief executive or names of senior staff members (Optional Inf0rn7ation) TAR March 2012
Section B Structure, overnance and mana ement Descriptton of the charlty's trusts Constitution (dated 7 January 2022} Type of governing document How the charity is constituted Charitable Incorporated Organisation Trust88 S8lection methods 2 x Ex Officio. 2 x Nominated, 1 Appointed. Addltional governance issues {Optional Infomiation) The charity was constituted on the 7th of January 2022 as a Charitsble Incorporated Organisation. Trustees are appointed or otherwise= _ nominated (Kirkby Stephen Grammar School and the Eden Valley Sports Partn8rshipl or Ex Officio (Elected Office Holders with Cumbria County Council, Upper Eden Ward & Kirkby Stephen Town Council, Chairman). Insurable Risks are dealt with via insurance (Zurich Policy No XA01220740563). Trustees resolved to adopt a Safeguarding Policy in tandèm wlth Kirby Steph8n Youth Centre at their m88ting on the 8 August 2022. Accounts are prepared on a R&ceipls and Payments basi5. Trustees intend to review and manage ongoing risks through Insurance and through its lease to the Youth Service Provider on completion of the refurbishment projèct. You may choose to include additional information, whero relevant, about.. polici8s and procedures adopt8d for the induction and training of trustees; the charity's organisational structure and any wider nelwork with which the charity works,, • relationship with any relaled parties. trustees. consideration of major risks and the system and procedures to manage thèm. Section C Ob'ectives and activities Support and encouragement of the interests of Children and Young P80ple in Kirkby Stephen and tha Upp8r Ed8n calchment and specifically provision of premises for a Youth Cenlre to be known as 'Kirkby Stephen Youth Centre. at the Evergreen Building in R8dmayn8 Road, Kirkby Stephen. Summary oftho objects ofthe charlty set out in its governlng document TAR M8r¢h 2012
During th8 period of this report the trust: 1. Rented the premises known as the Evergreen Building to the Kirkby Stephen Youth Centre (registered charity 1200449). Summary ofthe main actlvities undertaken forthe public benefit in relation to these objects (include within this section the statutory declaratlon that trustees have had regard to the guidance issued by the Charity Commission on publlc benefit> Addltlonal details of objectlves and activities Iopllonal infomiation) You may choo$81o include furthér sla18ments. where relevant, about.. policy on grantmaking. policy programme related investment., contribution made by volunteers. Section D Achievements and performance Summary of the maln achiovements of the charlty durlng the year Truste8s have had due regard for the Charity Commission's guidanca on public benefit in the exercise of their duties and powers. During the period of this report the trust.. 1. Rented the premisès known as the Evergreen Building to the Kirkby Stephen Youth Centre (registered charity 1200449). Section E Financial review It is the trustee's intention to review and adopt policy (with periodic review) on reserves at 5ts annual meeting. It is proposed to hold a small, fixed balance of funds towards the repair and maintenance oflhe building and to apply any amount over this to ils charitable purpos8S. Brief statement of the charity's policy on reserves TAR M8rch 2012
Details of any funds materially In deflcit None Further financlal review details (Optional infomialion) You may choose to include additional information, where relevant about: the charity's principal sources of funds (induding any fundraisingl- how expenditure has supported the key objectlV8S of the charity., Investment policy and objectives including any ethical investrnent policy adopted. Section F Other optional information Section G Declaration The Irusteas declaro that they have approved the trustaas, rgport abovè. Signed on behalf of the charty's tfuslees Slgnature(s) Full name($) Position {og Secretary, Chair, etc) Alex Doyle Birtles Trustee Paul Richardson Trustee Date 24 October 2025 TAR March 2012
CHARITY COMMISSION FOR ENGLANO AND WAIES The Evergreen Community Tn1 1198647 Receipts and payments accounts CC16a For th• p•riod from To 01104r2024 3110312025 Section A Receipts and payments Llnrestrictod funds Restricted funds Endowment fund Total funds Last year IDth• n••r••t £ ts lh• I41£ to near•qt È to th• n••r•st£ to lh• n••r•st£ A1 R•c•i Gr8ni. Klikbysiephen TO Counc Rent 1,500 1250 1,SQO 1,250 20.195 2.500 tota ross mcome AR) or 2.7$0 2.750 22.695 As¥•t an s•• tabl• . nv•8tm•nt 8al•s, iota 2,750 2,750 A3Pa ment• H881 & Llgll In8uran¢e F88S 8J Dosjn Gardon Malnionance Gron En8roy Centhca A¢¢ountaThcy 8ank Charges 30 822 Jo 622 1,271 71 132 280 JO.540 314 720 100 43 875 180 43 87$ Sub total 39,9B3 A4 A6sel and Investment Sub total Total paymgnts 875 B75 39,983 Net of rècèipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end 1,87 t.875 17,z88 1,87 1.87S 17.2 CCXX R1 accounts ISSI 2411112025
Section B Statement of assets and liabilities at the end of the period Unrèstricted fvnd5 lo n¢arestÉ Restricted funds to neare$t£ Endowment funds to nearest£ Categories B1 Cash funds Cash at Bank 4.189 Total cash funds 4.189 Unrestri¢t•d funds to fi•r•t£ R•strict¢d fund¥ Endowment funds to Thear••t£ Details to near05t£ F¥Dd to asjel b•lon ufrnnt value Costloptlonlll Fund ts+ whkh •*¥•t b•lon Dolails Co¥t loptltsMII ¢urr¢nt viluè B4 A$sets retaSngd for the charlty'$ own use Fund to whkh relates Amount due on41 When du• lonal DL'tdils B$ Llabllltles Svjned byone or truslee5 C behalf of all the trustees Stgnéture Print N8me D8t8 of roval IV Ic,LQl CCXX R2 8ccount5 ISSI 24111r2025