ChaTIty rngistrati¢M number: 207681
BURLEY HOUSES
TRUSTEES. REPORT
AND ACCOUII
FOR THE YEAR ENDED
30 JUNE 2021

BURLEY HOUSES
CONTENTS
Page
Trustees, report
Independent examinerfs report
Receipts and payments account
Stslement of assets and1￿blIrt￿s
10

BURLEY HOUSES
TRUSTEES. REPORT
FOR THE YEAR ENDED 30 JUNE 2021
Charlty reg￿tAtIon number:
207681
Objective5 and Activitiès
Summary of the Plwposes ofthe
charity as set tJJt in ts gOVe￿ing
docurnenl
The objective of the Charty is Ihe prDvision aThJ maintenar*e of wdentkql property to
Tesidents Shall te p￿r women vtho..
111 have INed in Ihe C¢JJnty of Leicestershi￿ for a Femd olten year5, Or,
121 have had or have a IvJsbaryJ vas either l>¥n in the s*d county or%*K) has INed
there for a Feri£KI of ten years, or
131 have had or have a parentt*howas either bom in the spid county or￿0 has INed there
for a perioj often ye*s.
PrefererKe shal be given to or daughters Ofp￿Sk)nal men induding aTb5ts and
lrterary men.
The Charity provBJes 14 aftordabk housing units for Foor women.
The property mzintenarte contractots are monitored to ensure that gEneral repairs are dealt
with to the Trustees. eypetta(￿.
A wth.ng tsstlorlewGy ffj Mam￿'n￿l.
Summ8ry Dfthe main a(*"wI￿$ in
relation to those purposes forthe
public benefit in p3rDtsJlar. the
activities, projects or setw
identified In the a(1x￿ts.
The Trustees confirm Fla)ntyig tre a(￿v￿"e8 forlhe year and exerusng th&r
dub'es. Ihey have had ¢JJe rgjard tothe guidance ￿SUed by Ihe Chwty Commission on
rMJtrAic benefiL
Statement confir￿ATrg ￿•thrthe
trustees have had regard io the
guid8nte issued ty the Charity
CommL8sion on public benefft
Our tibiéds limr(the wwces ￿ prrN*Je to p￿)r￿MOn *ith a connecttjn to LeO￿ter$hIre
butthis ks deer￿j to be a suffirAent $￿tion oflhe put4io
Addl￿onal inforrnatitinloptlon•
Policy on grant meking
Optional
PoI￿Y on 50aal inv•sth)ent induding
programrrE related Invesbnent
Contribubon made by volunteers
OptK)n
Other

BURLEY HOUSES
TRUSTEES. REPORT
FOR THE YEAR ENDED 30 JUNE 2021
Charity rtylstratlon nurnbw.
207681
Achievements and Performance
SOCIAL EVENTS
Due to thè Corona￿ruS it not teen pO￿l)Ie to hokj any sodal 6v8nts
Ic*the resK*nts this year.
PROPERTES
l the work outslanding at the of last yearw4$ sati$fthty ￿rn￿￿ted.
Minor wo￿$ of improvement have been r2rried out to a nurnber of properbe8 during Ihe year
Charnwo￿ Lrfeline (ChaM￿0d Borough c1mll￿1[1 (yJntinue5 to monitoi a number of the
resklents by e￿ctron￿ commUn￿atron5 and a w88kJy Warden visrt for Uw5e re5ident5 hvho
agree to ha¥e L The more acbve reshknts have dedin&J to tske this up.
Summary ofthe main athievemènts
ofthe charity durin9 the year
GROUNDS
Garden contrartors Djnknue to rna￿￿1n Ihe grwlds li an èxcellènt rnal￿r.
RESIDENTS
I Ihe houses have been occupi&l thmwout Ihe year (subject to one house having a
(*ange of ofxupantl. Many of Ihe ocrjjpants continue to tske part in the rnairrtenance of the
garden& Due to COVID the u8u81 rneeling5 the Tesidents during Ihe year have not been
possit4e.

BURLEY HOUSES
TRUSTEES. REPORT
FOR THE YEAR ENOE030 JUNE 2021
Charlty r•ghtratlon number.
207681
Financial Review
The Trustees, RerK)rt has t*en drawn up ￿ xcordance wilh the FRS 102 SORP120191.
The acoxmts have been drawn up in accotdarKe CC16- See accounts or pages 7-9.
RevNw4 ofthe chanty's finanu
pos￿.(￿1 attha olthe ￿rK￿
Cash fuTrJs at 30 June 2021 anwnted to £528.919.
114 8V8ilable housiThJ Lnrts vth"n Buw Houses were f(dty occupied at the year end.
The TN$tees maintsin Ihe reserv85 to ensure thai day to day running maintenance Is
covered. In add￿0Th. the Trustee5 Mair￿1n a suffiuent balance in reserves to meet planned
major repairs and rna1ntena￿e. They a￿ (*Jn$(xous that a m4or roof repair and upgrade
antiopated to cost apprwmatety£2(K).l)(X> Is kmxning as Ihe main buading roof was not
included in the previ￿$ r￿Tr)fing project The Trustees are permanenty awa￿ that with a
bjikjing ol amost 100 years maintenaTh￿ is an ongoing feature of the running of the
Charrty to ensure that residents are as ¢ornfortable as FQ55ible. Unfortunatety the roolwort(
has been delayed bythe Corc¥)awrus pandemic.
£528.919
Statement expL8iniry polryfor
holdlng ￿ServeS 6tsting why they are
held
Amount of reserves held
Explanation of any uncertaintie5 about
the ehanty continLing as 8 going
COn￿M
At the b.me tsfapprowTh3 tr*se attcwnts Ihe Trusts8s have a reaSona￿e expectation that the
Chanty ha$ &Jequate resour￿ to ctntinue in Dperatitsn forthe for$eea￿e fyiure. The
Trustees do not conskjerthere to be any Un￿rtaIn￿"es about the Charity continuing as a
goirg c¢y￿rn.
Addltlonal information lopvonall
A description tsf the prinopal risks
f8ang the charty
The Trustee Board CO￿derS risks to vknich the Charty is exposed and reviews these
risks on a regulai basi* Key risks are ttjnsidered to ￿ the safety of the reshlents on trie
propwty and data protection. Systems are In to rn￿"gate these risks.
The thanty plan5 continuing the activttie$ OU￿ned above In the forthcoming years subject to
SatiSfact￿Y funding arrangements. Suffiuent funds are avai18ble for majoi work to be carr￿￿
out to repair and upgrade Ihe r(N)f on the main buhliry. Llnfortunately this work ha5 b
delayed by the Corerniws pandenmc. It has abo becon* apparent that rn￿or wc¥1(1s
needed to th8 pathways around the property and it i8 expercted thatthese wll all be rolaid
durirvJ the COTnirvJ year. tt 1$ also eycted thatwc*k will be r￿eded to deal with tree roots
and other probkms In tr* drain$ ofthe propErty.
Plans fDr the fvture

BURLEY HOUSES
TRUSTEES, REPORT
FOR THE YEAR ENDED 30JUNE 2021
Charlty Tegistration numb•r.
207681
Structiire, Governance and Management
De$crlption of charity's trusts:
Type of governing documert
The Charty is Wjministel￿ and rnana￿ bythe Tnjstees subjectto the Trust Deed.
How Ss tt)e charity constituted?
Unincorporated A5sooation. The Tru5tee5 had resolved to persue becoming a Charitable
IrK(￿Ora1ed Organtsation bul have deaded to leave the structurt as rt 1$ and take out
insurance to protectthe Twstees.
Trustee selectiors methods incjuding
details of any constitiJtK)nal wovisK)n$
e.9. election to pcst or name of any
person ￿ body entitled to apwnt one
or more trustees
The of Trustees *then c£*mF4ete shall ccffj5i8t of six competent persons being."
Two Norninative Twstees and
Four c￿tiVe Trustee
The Nlyninative Trustee$ shall be aFVOV)ted as fdkThvs".
One by Leicester Cty Councd 8ThJ
One by CharTr•ffjod Bor(xJgh
AFpoinlrneTht ofth8 Twstees 15 go¥ur*d bythe Twst Deed ofthe Charity. The Board of
TrLthes ￿ author￿ to aPF￿ rw Trustees lo fil va¢an¢ies though fesynotion or
dealh of an e￿stiThJ Tnjstee.
E¥h appvirrfment 5ho11 ba rnode for8 t•m 0ffcmjryè￿ #t 8 mèatir¥J cyjnvonèd and hold
according to the ordinary practice ofthe apwnb.ng cwnal. The chairrnan ofthe meeting
shall cause Ihe name of each person apwinted to be nobfied forthwith to the Trustees or
their derk The person app)inted be bul neeil not be a rnemberolthe appotyitiro
COLWI.
The Ctroptsbve Trustees sh811 be persons wtrK> thToW ￿lden￿. occupation
empbymenL orothen¥ise have spead knry•Aedge of the County of L￿￿$ter$￿Ire.
Every C(￿ptab"ve Trustee shall be appointed for a t￿rn of fve years by a ￿clutiOn ofthe
Twstees passed at a $rrial meeb"rvJ of nrA less than 21 days notice ha$ been given
and may be so apwnted not rnore Ihan monlh before the temi of an e￿Sting C
optalive Trustee expl￿5 effectfrom the date of expiry bui so thatthe Jatter shal nDtvDte
matter.
L&(*8ter Cty CourKil have dedina ID rnrninate a Tr￿.
Addltlonal governance issues (optional infomwtionl
Policies and procedures adopted for
the induction and trainmg of trustees
The charity's oryanisaknonal stNcture
and any wder nelwork wlh which the
harty works
Optson
The Trustees dKI not rneet in comwittee during the year. due to the Covid pandernic.
Normally this w0￿d have been 4 b.mes at regular quartety meetings.. However the Trustees
have kept in t￿ch regularfy by email to disujss any issues ￿ting to Burfey H￿seS.
Relats'on5hip with any related parbes
Optional

BURLEY HOUSES
TRUSTEES. REPORT
FOR THE YEAR ENDED 30 JUNE 2021
Charlty r•glstratlon numbor.
207681
Rpference and AdministTative details
Chari
name
Other names cha
Is kn¢>wn b
Re
istered chari
number
Charity's prinopal address
Bude
None
207681
fj Conery Lane
Enderby
Leicester
LE19 4AB
HoLtses
Names of the charlty tnBtses who manage the charity
Olficellf
MITRG Hea
Mr KR Harkness
Mr J Williams
Mrs J Gaskell
Cllr J Howe
Chairman
Treasurer
(Res1
ned 11tr october2￿21}
Nominative Tru$tee
Name of the tTUStees for the ¢harlty. 11 any, (for examp18, any custodial trustees)
None
Namos and addr08805 olauM$•rs {*)pllonal Inf0m￿￿OnI
of adviser
Name
Naiwesi
Bank
Bardays
Bank
Address
659 Loughborough Road. BirsWI.
L*cester. LE4 4NT
1.3 Haymarket Humwstone Gats.
Ltrcester. LE1 1WA
Bankers
Bankers
Funds held as custodian trustees on behalf of other
Des¢riptk)n of the asset5 held in this
capaoty
No
Name and objects olthe tharity on
whose behalf the asseis are hdd and
hi)wthis falls wrthin the oJstothan
charty's object5
No
Detsils of arrangements for safe
custojy and segregats.on of such
asset5 trom the charty's own assets
Not ap￿Kable.

BURLEY HOUSES
TRUSTEES. REPORT
FOR THE YEAR ENDED 30 JUNE 2021
Chwlty roglstratlon numb•r:
207681
Declarations
The trustew dpclart th•tthey have approved the tnmtees, Trport ab￿￿.
Slgned on hhall of the ¢harlty'$ truslws
Signatur•(sl
T8G Xeap
Full namel81
Mr TRG Heap
Posltlon leg $9¢r•tary. Chair. •tel
Chairrnan
Dat•
01 Der*mber 2021

INDEPENDENT EXAMINERS REPORT TO THE TRUSTEES OF BURLEY HOUSES
I report lo the Charity Trustees on my examination of the accounts of the charty for t￿ year ended 30 June 2021
which are set out pages 8 to 10.
Respon$lbllltles and bas18 of report
As the Chaiitys Trustees you arg resF¥)nsible for the preparation of the accounts in a￿)I￿ance the requirements
of the Charitie5 Act 2011 (the Ad'l.
I report in re$pect of my examination of the Chartvs x¢ounts carried out under s￿￿)n 145 of the Act and in carrying
out my èxamination I have folk)wed all thÈ applicable Directiorbs given by the Chanty Commission under $ection
14515llbl of the Act.
Ind•p•nd•nt oxaminerfs statsm•nt
I have completed my examination. I confim that no material matters have ￿re lo my attention in Connect￿)n with the
èxamination giving me causè to ￿lIeVe that in any mater￿1 respecL
counting record$ w•r• nol kept in respect of the Chanty as wuired by secth)n 130 ￿ the ACL or
the acrLJunts do not a¢¢ord y￿1h those records
I have no ¢on¢ems and have come across no othèr 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.
Slgn•d
P BaTnett
Date
03 December 2021
Name
Paul Barnett of Newb Castleman LLP
Relevant
prof•ssional
FCCA
Addre¥¥
Wesl Walk Building
110 Regent Road
Leicester
LE1 7LT

BURLEY HOUSES
RECEIPTS AND PAYMENTS ACCOUNT
FOR THE YEAR ENDED 30 JUNE 2021
Charlty reg18trafjon nUm￿r.
207681
Section A Receipt5 and payments
Unr•strlet•d Restrf¢ted End¢)￿nent
fund5
funds
fvnds
Totsl funds
to the nearest to the n88re8t to the nèarest to the nearest
Last yèar
to the nearest
A1 Recei
M&G Investmenl Fund income
2,584
2.584
COIF sha￿ mcome
899
881
Bunding $o¢iety wrtere5t
1,75S
1.75S
1.648
Bank intere8t
70
70
575
Contributi¢)n$ from residents
65,900
65.900
65,636
Contributi¢)n from residents
received in advance
37
37
Fundrai8ing
Sub total(Gmss forARJ
71,245
71,245
71.404
A2 A55•t and In¥esknent￿I9s,
etc.
Totsl rn¢eipts
71,245
71,245
71,404

BURLEY Houses
RECEIPTS AND PAYMENTS ACCOUNT
FOR THE YEAR ENOED 30 JUNE 20
Charlty Mglstradon numbor:
207681
Tolal fur
La5tyear
toth8 rb8ar8st£ totho n8¥8st£ lo tl* n•argSt£ to tho £ to th• rn¥•st e
A3 P•ymgnts
Upkeep ot bulldlngs ￿ grounds..
- Repalrs and mwntenanc•
5.973
5,gn
9,457
- Maintertan￿ of grouTrJs
8.396
8,414
ght and haat
148
148
Insurance
1,992
1,992
1,896
Water rates
77
Profvssional fees
60
Postage and ststionery
58
Irllependent examination fees
1.600
Subscription lo AJm8hOL￿S
Asstruatson
216
Council Tax
13
135
Christras grfts to resklents
420
420
420
Mixellaneous
Bank tharge5
69
Dtsnats"on
100
Refund af resbjents Contribut￿n5
171
Ch8rywocd LI￿lIn
2,086
1,720
Sub to
21.312
21.312
24,022
A4 Asset and In¥estm8rrt
purchases
TOt4lpayn￿t5
21.312
21.312
24,022
P1étofMc￿Pt￿p8Yrne￿ts)
49.933
49.933
47,382
A6 CaslL funds lasty8ar end
478.986
478,986
431,604
C•sh f￿J￿ th18ye8rend
528.919
$28,919
478,986

BURLEY HOUSES
STATEMEKf OF ASSETS AND LIA81LtTIES
AS AT 30 JUNE 2021
Charlty registration nUM￿r.
207681
Section B Statement of assets and liabilities at the end of the period
Dots1
lund&
frJnd8
to noarnstÉ
funds
to nearest£
81 Cash funds
Na1ional wes1ml￿ter Pk
53,458
Markèt Hart￿roUgh Buihlirmj Souety
Lou9hboreugh Buik*ng S¢x
87287
Btrdays Bank PIC
303.168
Petty Cash
528.919
lagree b￿arKe5%￿￿ reL%yb #r¥J
payrrthts xcAxJnt{sll
Fund ttywhl¢h
ats•t b￿0￿￿*
Cost loptlonall
CuTrntvalue
Detall$
I￿onall
B2 Other monelary
•s$8ts
Insurance wepayft
1.992
Interest receivab
Fundtowhkh
8et bolongs
Cc*tloptionall
CuTrnt v¥lue
Detsls
M & G InVes￿￿nts. ￿anty asset
Fund
B3 knve8tm•nt
a$$6ts
24810
65.694
CCMF Chafiti8s Investr￿nt Fund
42.950
393.943
Fund to which
a8SOt belon
CoBt loptionall
current￿l￿e
lopll¢*na
Delaits
84 A886ts r•t*in•d
fortho Charity.
own
Freehold land buldir*
Un￿Str￿aed
20,738
Fund to ¥thi¢h
liab*ty relatss
AmDuntdue
When due
(op￿onall
Details
BS LlabllbtloB
Independent examI￿￿On accft*l
Unreskncted
1.$00
Sundry credilor
Unreslricted
37
Slgnod by on9 W
Iwo trustees on
bph•if of al th
trustèe
Svjnatyre
Print Name
Dal8 ol aFprov
trTRG Heap
1 De¢ 2021
10