Charity roglstration number: 207681
BURLEY HOVSES
TRUSTEES. REPORT
AND ACCOUNTS
FOR THE YEAR ENDED
30 JUNE 2022

BURLEY HOUSES
CONTENTS
Pag•
Trustees. report
Independenl examiner's ret
Receipts and pawn8nts aecount
Statement of assets and liabilllie$
10

BURLEY HOUSES
TRUSTEES. REPORT
FOR THE YEAR ENDED 30 JUNE 2022
CharSty r•glstratlon numbor:
207681
Objectives and Activities
Summary ofthe purposes of the
charity as set out in Its oovemino
document
The objective of the Charity 18 provtsN)n and maInt￿anCe of residerfal property to
residents who shall b8 worn8n who:
111 have lived in the County ol L8ic85t8rshire for a PWK)d ol ten ￿rs. or.
121 have had or have a husband wkno eitrw bwn in Ihè county or whts h•9 Ilved
the￿ for a pw*)d ol tw yp*. (
13} have had or have a paffjnt who was ellhgr Lw)rn In the sald county or who has lfved there
for a perh)d orf tsn yoars.
Preference shall bè gwen kn WKJow3 or daughters of prof￿1onal men br￿UdIng 8rtl$tS and
lrternry ffl￿.
Summ8ry of th8 maln activltsos In
relatSon to those purpos83 lor thg
publlc benefil. in particular. tho
activities, projects or seNths
hlontsfied in the a￿OUnt8.
The Charity provK18s 14 affordable housing unrts for poor Wom￿.
The property Maintenan￿ contraLaors nw)nitored lo ￿sur• Ihal generdl r41a1￿ are dealt
h to the TnJst80s' expedatK)ns.
waitiNJ IWforl8nary B maintain•d.
The Truste88 c¥Jnfirn that when planniThJ the a¢Xfvtb"es for thg ￿Or •xordslng their
duties. tney havg had due regard to the gukSanGe by th& Charty Cornml¥¥lon on
pubuc bgnofit.
Our obie¢¢s Ilmrt the serylces we provKle to pcv womn wlih a c¥)MwXkin lo L8lc&8t8r8hlre
bul this is deem*110 be a SLrffic*nt S￿Ik)n of Ihe publlc.
Slal•m8nl confimilrrfJ whether Ihg
trustaas hav& had ragard to tho
guidanca Issued by the Charity
Comrnbslon on publSc b8n•fft
Addltlonal lfifomatlonl0p￿0n*lI
Polity on grant making
Oplk)n81
Policy on swal investmonl indudlN4
proararnme related Inv8slrn•nt
Contrfbuyon mada by volunl88rn
Other
Opt￿￿

BURLEY HOUSES
TRUSTEES. RepoRT
FOR THE YEAR ENDED 30 JUNE 2022
Charlty r•gl$tratk•n number:
207681
Achievements and Performance
SOCIAL EVENTS
Due lo a natural Tductsnce ￿ mr% sooaly follcwirnJ lh6 Pandern￿ rt ha¥ not b￿n possible to
ganise social events for the resiijenls this year.
PROPERTIES
A propety rn8naw was apwnlod during Ihe and thi8 has pfovad to bo very
successful. She rK>w Lxrrles quartety Inspec*ons of all the prop8rtBs. Sorne work8 of
Improvement have been tamed and fl is an￿pated ¢hai nexl year major wort wlll be
camed r*Ji to the main rwf and also an upgrade of the shrywer rooms and ¢entral hoallng
systems wlll b8 undertaken Major lo Ihtr drai￿ has bo8n eLImplet￿l at a cost in axcass
ofÉ18,Cth.
hamwc*Jd L61eline {Chamwc￿ Borough Countyll wn¢inu&s to rnonSlor a number of tha
residents by deCtrOn￿ ￿)MmunICa1￿)n$ and a W￿￿warden visil lor those rgsioents who
agroe lo hav¢ rt. Th8 rrK>r8 actNe r8shJgnts havè d8dined lo take up.
Summary of tho main achievements
of the Charity duriro th¢ year
GROUNDS
Garden Contrac￿1$ c£Jntinue to maintsin Ihe grounds in an excellent manner. A new flower
gardener has be￿ cx)nlraGted as a rgplarAment fof the prevbus one. Th1$ has r¢$uttod In
knproveo ICL* to Ihe Ikjww be(Js.
RESIDENTS
AJI the ￿u$8$ have be￿ fulty ocw>i•J througl*)ut th• ￿r (subj￿1 to one trk)us0 h8vlro
f*aroe of oc£upantl. Many of the (￿￿pants ¢ake pafl In the rnainlenance ol the
gard•ns. Th¢ usual half-yearfy mb#tings wnth th• w5￿0n18 durin9 tho ygar have baan
umed follwr¥J Covid.

BURLEY HOUSES
TRUSTEES, REPORT
FOR THE YEAR ENDED 30 JUNE 2022
Charity r•gi•tr*tion numb•r.
207681
Financial Review
The TnJstee5' Ret*)rt has been drawn up in accordan￿ with the FRS 102 SORP120191.
The aoxKJnts hav8 baon drawn up in acc[￿dance with CC16- ￿ at￿Unts on page5 7-10.
Rgviow of Ihe c*arttys fin¥nu81
posltion 8t the end ol the pgriod
Cash funds hald at 30 June 2022 arnOUn￿ lo £538,011.
JI 14 availat4e hwsiThJ urrits ￿thin Burley House5 were fulty occup￿d at th& year 8nd.
The Trusl88s rnaintain tho to 8nsure that day to day runniry maint¢nanc81$
Cove￿0. In ad￿rt￿n, the Trust¢es maintain a suffic4ent balance In reserv8$ to maat planne
major repalrs and maintenance They #fy ttJr*(iOUS Ihat a ma*)r roof repalr and upgrade
an￿￿pat￿￿ trj cost appr0￿m*dY £200,000 is kKJmir¥J as th• main building r¢￿ was not
incjuded in the provious r+rc4)firYJ prcy8et. Trusteos are pgrm8nently awarè that wth
building ol almost 1¢)0 yearn old maintenance is an orrfJoirYJ fèature of the runnlng of th¢
Chartty to ensure Ihat residents are as cornfortabl• as ￿$&bI&. Unfortunatoty the roof work
has b80n ddayed by the Coronavirus pandemic.
£538,011
Statement explaining the pollcy for
holdlng r8sgNes stallng why they arè
held
Amount of reserves hdd
Explanatlon of any un¢ortaSntles abo¢Jt
the charlly rK)ntinuiro as a going
ojncorn
At the lime of 8pproviNJ th8sa 8eCt)unts tha Trust0￿ have a reasonable gxpectatlon Ihal tho
Charity has 8d8quat• rostyxces to c¥Jntinue in opgr•ltin for tha lorsaaable future. The
Trust888 do not cortsKJer there to be any yn¢ert8inties about the Charity c4)nlinuing 83 0
golng concem.
Addltlon•l Informa￿0￿ {op￿On81)
A descrlplion of thg Prtnripal r￿kS
laclng the chartty
Th• Tru$tt¢ 808rd 0)￿￿1•rS thg iisks io whth the Charity 1$ èxposed and ravlaws these
ri$k¥ on a wular ba￿8. Koy ii8k8 aro t￿ns￿leTed to bg tho of th8 roBld8nis on tho
property And data protethon. Sy8twns we in place lo miti9Ot¢ thosè risks.
Th8 charity p￿D5 continuirs the aLXivit*s outlined abovè in tha fortttcorning years subject lo
saI￿aCtOry1UndlrKj 8rr8roements. Suffiry"8nl funds are available for major work lo be carri9d
out lo repair and upgrade the roof on the main bu¢lding. and thg plumblng work as oullingd
above as reportèd last ￿. it has also bo(xyne apparent that major work is neodod to the
Ilv¥ay3 ar(KJnd the property blrt due to i11r￿ in our tx)ntra(aor th18 h88 been dolayed, an
It Is now W ihai these wlll all be r￿laId durfng Ihg (x)rnlng y8ar.
Plans for the fijturè

BURLEY HOUSES
TRUSTEES. REPORT
FOR THE YEAR ENDED 30 JUNE 2022
Charlty r•gi$tration numbèr:
207681
Structure, Governance and Management
0•gcrlplon of ¢harltyl• trusts:
Typè of governing document
The Charity is admini8ter&J 8rKJ man4&J by the Trustees sublact to the Trust Daad.
How Is the charfly constbtut•d
UnincorKN)rated Assoaalion. Thtr TnJ8tee8 had r￿Olved to persu8 becA)ming 8 Choritablo
Incorpordteil wani8ats.on but have ncwl to leave the Structure as Itls and tak8 out
Ir*uranc• to proiwj thè TrLL8186s'
Tru$l88 $01ocllon methods includiro
d•talls ol any Constitutional provis¥)ns
e.g. electkjn to post or name ol any
person or b(xty enlW9d to appolnt
or more Iruslees
The body ol Tru61tts when complete sh811 Lx)nsist of six competent person$ belng..
Two Nominabvè Tr￿tee5 on(1
Four CollOPtth& TnJst8as.
The NominatNe Tr￿10¢$ shall be appSnt&188 ￿ky*S.
One by L￿tast￿ City Council and
One by Chamwwd BOr0￿Jh Coundl.
Appolntm8nt of the Truste95 1$ g0vwn￿l by lh8 Tr￿t De•J of th• Charfty. Thg Board ol
TDJstees is aulhoii58¢J to apwynt nthw Tru$to88 to rii va(andw 0rt51ng through r8819n4tlon or
doath of an exlsting Tr￿$1￿￿.
Each appolntrnw)i shall be madg for a t•m offr￿r )*•rs at a mggtry ttJnv•nod and hél
according lo th8 ordinary pra¢kn of the apptyntirvJ u)Ur￿l. The chalrman of tho meetir
shall cause the n8mg of oach person 8pwintod 10 bè notbfled forthwth to tha Tnjstees or
Ihoir cknk. Th8 person appoinle•J may be bul n*J not b8 a member of th& appointin9
ncil.
Th8 Cfroptative Tr￿81￿% shall bè pasons vtho throLvJh Tesldence, 0¢￿pat￿n or
pbyment. or otheM's8 have speo'al knovAedge of thg County ol Leicestershire.
Every Cotyat￿e Tr1￿ Shall bg appolnled for a term of Ilv• years by a ￿OlUt￿ of the
Trusiees Pass￿ at a specaal meetiThJ of %thich r#)1 less than 21 days notlce has beèn olvan
and may be so apw'nted nmye Ihan one mnth before lemi ol an existing C
optatN• Trustoe eApr8s frryn the dote of expiry but so that tholottèr shall not vole
on lh• matter.
L￿ces18r Cty Counol hève dedin•J lo r￿￿Inate 8 Trusleo.
Aldltlonal qov•manc• IMu•• {OPtk￿al Infom)olknl
Pollcie5 and procedures adopte¢J for
th8 induction and Ir¥iniro of trustees
Th¢ chadtws organisalion81 slructurè
and any wider nets￿rk with which ihe
charity works
The Trustees wgre ab￿ to rtsume meeting in ryjrnmittéè again followin9 thè Covid Pandemic
and met lour tirn85 at quarterfy rn88tirw5.
Rd8tionship with any related p8rb.tss

BURLEY HOUSES
TRUSTEES. REPORT
FOR THE YEAR ENDED 30 JUNE 2022
Charlty r•glstratlon number:
207681
Reference and Administrative dotails
Chan
nam6
Olh8r names charit
is known b
istered chari
nufflber
Charitls principal addrèss
Hwses
)nè
207681
6 ConÉry La
Endérby
Leicgstgr
LE19 4AB
Nimo• oftho ¢h•rlty tru*ts•# who man•9• th• ¢h•rfty
Olh¢•
Mr TRG Hea
Mr KR Harkness
Mr J Williarns
Mrs J Gaskell
Mr l Bowler
Cllr J Howe
Chaim)8n
Treasurer
Resi
n9d 11th OL1ober 2021
oinled 12th Ju
Chamwood Borou
2022
h Counryl- Norntnative Trust••
NJm• of th• trust••8 for th• ¢hartty.11 any. (for •xarrwl•. any ¢u$todlal tru•i•••l
N4m•
Non
Nam•• and •ddr•*#•# ol loptlonal Inlorm•iion)
of advl••T
Nam•
Barclays
dr••*
1-3 HayTh8rkel Tow•s, Humbwstot)e Gate.
L8icester. LE1 IWA
8ank6rs
Funds held as custodian trustees on bchalf of others
D@scrfplon ol the assets he￿ in this
caparyty
No
Narn¢ and rt?jècts of tha charity on
who$$ beh8ff the asset8 are an
how thi5 falls withln Ihe c¥stodlan
ohadtys oblects
Details of arrangements for sale
¢ustody segregation of suth
assets from the charity's own ass8ts
None
appllcabkn.

BURLEY HOUSES
TRUSTEES, REPORT
FOR THE YEAR ENDED 30 JUNE 2022
Charlty r•9lstration num￿r.
207681
Declarations
The trustsos dgclarn that th•y haw approwd th• tru*t••s' r•port al>ov•.
Slgn•d on b•h•lf of th• eharW• tru•t••s
Slgnatur•(•l
nRG Heap
Full nam•ls)
Mr TRG Heap
Po•ltlon I•9 S•eMtary. Chalr. •tcl
Chaim)8n
Dat•
04 Dec8mber 2022

INDEPENDEKf EXAMINER'S REPORT TO THE TRUSTEES OF BURLEY HOUSES
I report lo the Charity Truste￿ on my examination of the accounts of the charity for the year ended 30 June 2022
which are set out pages 8 to 10.
Responslbllitles and basi¥ of report
As th8 ChariVs Tnjstees Y￿ are r&spc￿SIbIe for the preparalicw) of the accounts in acccfdan¢e with the requiremanls
of the Charitigs Act 20111'the Act.).
I report in wp8ct of my examination of the Charitys accounts carried out undar section 145 of the Act 8nd in carrying
out my examination I have follow￿￿ all Ihe appllcable Direclicffts given by the Charity Ccmmmission under se¢tion
14SISI{bl ol the Act.
Indep8ndont examln•f8 Stat•monl
I hava ¢ompl8led my &x8mlnatson. I confim that no material matters have ¢cth• lo my att￿110￿ in connectson wth the
examln8tlon givlng mg c8U8e to believe that In any molerial respect..
8¢counling records W*ere nol kept in r88pect of th8 Chadty as requir￿3 by 130 of lh8 Act,. or
the accounts do nol accord those re￿rdS
I have no concems and have come across no other matters in connection wth the examination lo whi¢h attention
should be drawn in this report in order lo enable a proper under¥tanding of the 8ccounls lo be reached.
31gned
P Bamell
06 D￿ember 2022
Name
Paul Barnett of Newb Casueman LLP
R•l•v•nt
ofe8$lonal
FCCA
dre••
Wesl Walk Building
110 Regonl Road
Lelcester
LE17LT

BURLEY HOUSES
RECEIPTS AND PAYMENTS ACCOUNT
FOR THE YEAR ENDED 30 JUNE 2022
Charlty r•gl$trntlon numb•r.
207681
Section A Re¢elpts and p3yTrents
Unrnstrlct•d
funds
to th• n•are•l
Total funth
to th• n•are•t
fundB
to th• n•ar••t
fvnds
to th• ng•re•t
L4*t y4ar
to th• n•ar•8t
A1 Recel ts
M&G Inv&stmgnt Fund Income
2,436
2.436
2,584
COIF Share In￿Me
923
923
899
Bullding socl8ty Inl&rest
1,755
Bank Interest
914
914
70
Contrlbutlons from residents
86.881
66,881
85,900
Contrlbution from residents
received in advance
170
170
37
Fundrai81rrtJ
Sub tot•l(Gr088 Income Icf ARJ
72,022
72,022
71,245
A2 A8••t and Inv••tm•nt •81M,
Tot•1 rnc•lpts
72.022
72,022
71,245

8URLEY HOUSES
RECEIPTS AND PAYMENTS AccouKr
FOR THE YEAR ENDED 30 JUNE 2022
Ch•rlty r•gl¥trnilon numb•r.
207681
Endo*Th•nt
funds
Total fvnd$
funds
fund$
toth• no0TrSt£ to the r•¥••t£ io tho n••r••t £
La￿ ￿•r
to Mar•*t £
¢0 th* n•are8t £
A3 Powll•nt•
Upk••p of bulldlng• Jnd ground*:
- Repalrs malntenance
38,874
38.874
5,973
- Mainlgnancè of grouThJ8
11A96
8.396
L￿h1 and heal
51
51
Insuron
2,160
2,160
1,992
Water rates
88
Prolesslonal f886
Po$ta9e and $tyUor
Indep•ndant •x8mlnaiion fegj
Sub6cription to Alm•hou
1.500
I,SOO
222
216
Council Tax
87
67
135
Chrigtrnas 9ift• to r•*dents
420
420
Mlscdtaneous
156
158
Charnwood
2,908
2,908
2,088
Bank d)arg•&
77
SLC Property Managemei f
2MSO
SLC settlng up 108
1.9SO
1,950
Rtfund of raskjersts cMtributKJn&
Sub lot*1
62,930
82,930
21.312
M A8SOt and In￿$tm•n¢
pur¢h¥s98
Tot•lp•ym•nl•
62.930
62,930
21.312
N¢tolrncelplrfp•ym•ntsJ
9,092
9,092
49,933
A5 Transf•rs befvnon fund
A6 Cuh fund• la8t y••r •nd
Cash thls y•arw
528.919
528.919
478,986
538.011
538,011
528,919

BURLEY HOUSES
STATEMENT OF ASSETS AND LIABIL￿lEs
ASAT 30 JUNE 2022
Charlty roglstratlon numb•r.
207681
SLwGlion B sial&menl of asset5 and liabilities at the end of the period
Calogorf•
D•tsl
fvnd•
fuThJs
to noar•st t
lund*
B1 Ca•h fund
B8rday8 Bank Ple
314.981
Mathet Building Soixety
85,000
Loughborough BwldiThJ Sooety
87MS
P8ty Cash
Tol•lu$h fvnds
53&011
109rn• balarus wth recelpts and
pawn•nts attfjurrt1811
Fund to whlch
•Wl b•long•
Currnnt v8lu•
loptlonal}
DetJll•
Co•¢ lOp￿On￿l
B2 Oth•r mon•t•ry
i•••t•
3,635
Int•rn8t r•ceNable
425
F￿d to Th•*h
Co•t l00lon•ll
Currnnt ￿1￿8
lopllonall
B3 Inbp•tm•nt
M & G Inv8th8nls. Charity MU￿. 8ss•t
Fund
24810
84,173
COIF Chants"es In￿en1 F￿d
Urrnlrtct•J
42.950
382P06
Fund to whkh
Curr•nt Valurtr
loptlonal
Det•ils
Colt loptJgn•ll
84 Assots rnt*ln•d
for th• chailty's
own u#•
Free￿Id Lqnd aThJ buSk1ITrJs
Unrestrkt
20.738
Fund ￿ wNeh AJThwnt du•
l￿bIlIty r•l•l••
lowlonall
When d
loptlonall
BS Ll•bllWI••
lTrJepeTrJent ewinalvjn accrual
Unrestricbj
Swdry crodiior
Un￿tr￿e￿
Slpn•d by on• or
tr*0 tru8ts08 on
bohaff of all the
¢ru>tge
Sbjnottj
Prirrt Nwn
Date of 8pprovo1
Mr TRG Heap
4 Oec 2022