2024-06-30-accounts

Charity reglstratlon number: 207681 BURLEf HOUSES TRUSTEES. REPORT AND ACCOUNTS FOR THE YEAR ENDED 30 JUNE 2024

BURLEY HOUSES CQNTENTS Page Trustees, rept Independent ekyninorfs report Receipts and payments account Statement of assets and lthiliti•8 10

BURLEY HOUSES TRVSTEES. REPORT FOR THE YEAR ENDED 30 JUNE 2024 Charlty Trgljtratlon numbèr. 207681 ALhievemenls and Performance soc￿ EVENTS A 6mal chr￿trrws 9Ot topther was hokl In D•￿tY￿r, hoavar th1& was onty 8tt•nded by thro• Tru¥teos •nd fiv• rnsAJ•nts. PROPERTES property manag8r conts"nue8 to cany out quartety If￿[￿¢tic￿8 of all tho Pr￿rt￿6. Th0 m4ordarnp prwfing m•nb"on•d in last y•arfs r•p)rt ha$ ¢ompl&ted Ihrouqhoul lh builaing. Th relayirvJ of th• pawng at lh• of th• property h•s teen completed. Ch8rrYwts¢<l Lifdirn Icharrrwood Borough Counclll conlnue8 to monitor a nurnter of lh• r•sid•nts by 81oclronK communi￿tionS ¥TrJ a weekty Warden visrt for th0￿ r•sid•nts who agree to hawj tt Th• moT• XtNe r••hJents have ded￿¢d to tsk• thi$ up. Summary ofthg rnain a¢hI•v¥n￿lI olthg chority during t￿ ytar GROUNOg Garden contraclor• Con￿.￿￿• ¢0 rn•￿1¥1n th• In •n •x¢•#•nl m•nor. Th• naw flow•r 9•r(lenr pro¥•d •u¢¢•vful. RESIDENTS Due to chaThJo8 of rosthnts during th• ￿r Ih•r• hav• b•8n p•riod8 wh•n som• PrO￿rti¢l have be•n vatant. H¢ywevor. ai tho of Wr￿ry lh r¥port al fourt•gn prowrtl8s ar• occuptrd. Sorn• of th• tx¢up4nty ¢onts"t)u• to tsk• part In Iho malntenance ol th8 garden$. usual h￿y00￿ nmetings wrfh ts rn•wJents durn¥ ￿ year h8ve tAkgn pL4c•.

BURLEY HOUSES TRUSTEES. REPORT FOR THE YEAR ENDED 30 JUNE 2024 Charty reg1¥trth￿ numbèr. 207681 Financial Review Thts Tiustètss. Rèport has b88n drawn up in accwdw£0 wilh the FRS 102 SORP 120191. Tha aceiiunts ha￿ drnwn up In aceordane• wfth CC16- 888 ¥ccounts on payÈ &10. Review ol Ihe ¢hority'$ fiTran¢wl PO8ttlon 8t Ih• end of th• wrfod Ca¥h fuThJs h•kJ al 30 Jun• 2024 ￿￿ntsd to £287,eAIS. All 14 8vail8tr18 hwslThJ unrt8 wilhiTh Bud6y Houses were fvlty Lwpl•d gt tin& of writing Ihrn r•port. Th• TnJskn•s MO￿181n ￿ rewves Io an5urn that day to d#y Nnning rn8intenance 18 ered. In addit)n. thè Truste•s maintsin a sufficient balance in rese￿£ lo maat plann•d rn•jty t•p•ir• •rd mainiongnc•. The Tw$to05 #re pom#nonUy •w•r• th•1 with a buiwing ol alr¢xl 100 old m•llit•n•ncè ts an ongoing fa8trJre of Ihe runnffig of th• Ch8rity to en8ur8 Ihat r•8NJent8 ¢4)mfort•bl• •• po••bb. staternent 0xplain1￿ th• polw lor hokling rw•rv•• st•tyn9why Ih•y w• hekl Amount of r•￿r¥•8 h•kJ £287.605 Explanollon of ony unc8rtalnts"•s •b(rtrt Ihe ¢h¥rty conlnulThJ ai 8 going con￿rn At th• of aFprovirvJ Ihese accounts the TnJBtees hav• • r•asonable 8xpeetalion that th Chanty hos •d•qu•t• r•SOur￿ to ¢MtiThUg in operation lor the ftsrsèèabl• fLrtur•. The Trust••s do not COMkl•r th•r• to t• 4ny unc•rtainb•J 4bout Ch•rity eonts'nuing as 90in9 con￿r￿. Addttlonal Inlommtlon loplonall A d••cription of th• princi￿1 rw lacln9 tM ch8rtty T￿ Twstoe bo•rd o owarn of 01 risk$ to which the charty IB expoB•d, Ind th•0 are revieed regularly. K•y rtsks am tonsKlefed to be the safety of the widents on th• proparty and dats prote¢ton. Systemi 818 in to m￿ate th88e risks. Th8 charty ￿an$ conts"nuirg th• •ctTwits"•s ouUin•d abov• in th• forthcoming y•are •ubj•cl to iabifadory funding aryaryemont•. Suffvyent fvnd• Jr• •v•il•bk• lor works to b• carrbod ou 48 ouulned above. Pl•n• for th* luturn

BURLEY HOUSES TRUSTEES, REPORT FOR THE YEAR ENDED 30 JUNE 2024 Charlty reglstratlon nunknr. 207681 Slructure, Governance and Management D•scrlption of charlty's trusts: Type ofgovemirwj do￿Trent The Chanty 6 admIn￿tered and rnanagèj bythe Trnstees subject to the Trust Deed. Thè Trntste8s adcpted a rw 1ru5t deed on 30 Sèptember 2024. This has ￿en submrtt•d to the Charity CotThrM8sKn for approval and rogi%lrati)n as the Govemir¥J CtocJJment. How is the thaEty c￿SIr[Uted7 Unincorporated A5soaation. The Trustee5 had ￿OlVed to pursue becoming a Charitable Inco￿)rated Organtsation but have decided to kave the strudure a$ rt is ancs take out I￿gUran￿ lo protectthe T￿￿tees. pos￿"¢￿. TNstee selection methods induding detaiL8 of any constitutional prov￿10￿$ e.g. e￿¢tion to post or name of any person or body ent￿￿ ￿ appoint or rr￿re tr115tees The W of Truslets when complete shall con8iBt of srK cornpetent porson$ beiNJ." One N¢ypinati¥e Trustee and FNe C￿ptatr￿e Trustees. The Norrdnatre Trusteès be appoint•J by ChamworJ Borough Council. Appoinbrtht of the Trustees is goNEm•J by the Trust Deed of Charity. The 8oard Trustees is authonsed to appoint Trusioès to fill Vacanc￿ arising through re$￿natiOn or death of an exists.ng Trust8è. Each appointrnent $haU be m•Je for a term of four )wrs at a meetiro cKJnven8d and h8kl accordirvJ to the ordinary of ￿ appointiThJ counul. The chairman of the rrEets'ng shall cause the n8nE of each Ferson appointed to be nOtrf￿ forthwth to the Trustees o thwr The ￿r50￿ 4JpointèJ may bè tJt naad not b8 a memter of the aFpointing counul. The CwtslNe Tnffjtees shajl be per8orB through r•sidènc•. LKcupation o erryJbymen( or otherwi58 have spec4al knowled9e of the County of Leice8ter5hire. E¥ery Ctroptstive Tw5t¢e sho11 be appo￿1￿ for a tem) of five y8aTS by a resolution of the T￿lee$ pa$sed at a SPe￿al r￿81mg of whKh noi than 21 days notte has tean given and may be so appointed not MOTY than one mnlh before the temi of an exi51ing C optstye Trustee expires wth effect from the date of expiry but so that the ttèr shall not vote on the matter. Additional govornance issues (optional inlomiationl Policies and procedur•s ad¢)pt8d for the Induckncn and trainiw of tru$tee$ The charity's crganisatKJnal struGture and any wder Thetsvoth wth whiGh the charty works The Trustees have met four al regul8r quarterly rreetings Hnd have al80 mat on a nufflxr of J4￿.0ftaI octas*)ns to discuss the WO￿ being carried out at the property. During Ihe par Mr TRG Heap was unoiAe to atterKI tlue to iane￿ and Mr KR H8rkn8ss was apwinted as Athg Chairnan. Relatk)nshp with any ￿￿ted partps

BURLEY HOUSES TRUSTEES. REPORT FOR THE YEAR ENDED 30 JUNE 2024 Charty rngi¥tratlon numbgr 207681 Reference and Administrativo details Char Other na￿5 ¢h8r is known istered ¢h8n nun*er Charty's principal add￿$$ name Burle Houses Nore 207681 6 Conery La Enderby Leicester LE19 4AB N•m•• of th• ch•rfty tru•tM• who m•n•g• th• ch•rlty r TRG Hea r KR Hathness Mrs J Gaskell r l Bowler Mr P O¥bome Mr5 CA Gra Chsinnen until ¢Je¢ea$ed 11 March 2025 Treasu￿r, and Acti Chairman from 11 March 2025 Oin￿ 13 November 2024 Charnw<>od Borou h Council- Nominative TruJle• ointed 7 Nowrnbgr 2024 N•m• of th• truBt••s for th• ch•rlty, If •nyTr Ifor•x•mpl•, •Dy ¢u•todlal trwt••41 N¢r N•mM and addr•••M Qf ad¥l••rn lopOgn•l knform•tlonl • 014dV￿or N•m• Ba￿ayS

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1-3 Hayrnarkèt T¢Mtrn. H￿nb•rStOn0 Gat•, Leuster LE1 1WA Bankèrs Fiiiids held a5 Custodian tr115tees on behalf of othÈr5 Descrip￿.0￿ of the asBets hvkl ￿ thy6 capacty Non• Name and obj'ects olth• chanty who80 b•h8W Iho 86$0ts ar• and how this falls within tha Cuat￿￿18n charty'5 objects Dth811$ of arraryerntnts for &af stody and s•gmgatktin of Such •$s•ts th ¢harfls own assets Not appkabl•.

BURLEY HOUSES TRUSTEES, REPORT FOR THE YEAR ENDED 30JUNE 2024 Charlty r•gl$tratSon numb•r. 207681 Declarations Th• tN•ts•• d•¢l•M th•tth•y h•¥• pprov•d th• tru8t••' fvportl>ov•. Slgn•O On b•hlf ofth• ¢harlty• tru•to•• Sign*tur•l¥l Full narn•l•l Mr KR Harkn•68 Po•ltlon l•p S•¢Y•tary, Ch•lr, •t¢l AthNJ ChaiThnon 04 Aprl 2025

INDEPENDENT EXAhllNER7 REPORT TO THE TRUSTEES OF BVRLEY HOUSES I report lo the Charty Tw8tee8 on my exarrination of the accourts of the charity for the year ended 30 June 2024 vthich are set OLrt pages 8 to 10. R•$pon$ilillti8s and basis of rnpc*t A$ the Charity's Trustees you are reSponsi￿e for the preparalion of Ihe accounts in accordance wth th• r•quirements of the Charitie5 Act 2011 Ilhe Act). I report In r¢8pe¢t of my examination of the Charity'$ a¢cL)unts ¢arri¢d out Lmdgr $•etion 145 of the Act #nd in earrying out my examination I have follomed all the appllcable Directions given by the Charity Commission under section 14515)Ibl olthe Ad. Ind•p•nd•nt •xamln•rf• •tat•m•nt I hav• completed my examinat￿n. I confim that no material matters have come to my attentl¢)n In connectlon s%lth the èxamination gi￿ng me Cause to believe that in any material respect a¢¢ounting r•Gords wère not kept in respect of the Charty aj reqwred by sectlon 130 of the Act.. or th• a¢¢cwnl$ do not aeeord those records I have no concern8 and have corrra acro3J no oth•r m•tters in connectKin the examinalion to %thi¢h •ttenlion should be drawn Sn Ihls report In order to enable a proper understanding ol the accounts lo be rga¢hed. Slgn•d P Bamett Dat• 04 Apnl 2025 Nam• Paul Barnett of New4) Caslleman LLP R•hvant profuslonal FCCA Addr￿¥ Wesl Walk Building 110 Regent Road Leicester LE1 7LT

8URLEY HOUSES RECEIPTS AND PAYMENTS ACCOUNT FOR THE YEAR ENDED 30 JUNE 2024 Charfty reglstrdtSon numb•r: 207681 SÈction A Rècèipts and payments UnY•strlet•d Restrictsd Endowm•nt funds lund$ fund$ Total fund$ Last ye#r to th• Mar•st to tho ner•t trj th• n•ar•st to th• n•arn$t to th? near•$t A1 R￿•1 M&G Investsnent Fun(J income 1954 2.954 2,584 COIF Shar8 incom8 939 939 935 Building society interest 5,228 1,082 Bank interest 1.680 1,167 Raffi8 income 66 Contrbutions from r88idents 71376 71376 70,171 Contribution frorn residents re¢eived in advancè Contributitsn fr¢yn rèsKlents re¢eived in ar￿ar5 56 596 Sub total(Gmss incc¥ne forAR) 83.562 83,562 76.667 A2 A8$•t and Inv•slm•nt sales. •t¢. Totalroedpts 83.862 83,562 76,657

BURLEY NQU3E3 RECEIPTS AND PAYIAENTS ACCOUNT FOR THE YEAR ENDED 30 JUNE 2024 char￿ rogl¥tratlon numbor. 207681 Unrtttrkt•d fvnd¥ fvnd• to th• toth• n••r•¥¢ ¢ t• th• n••r••t£ to th• nmmt È T¢1 lund• Lt y•ar toth• n••v••¢ £ A3 PJyfflODts Upk••p of bulldlngts and gYound•'. - R•paii# And Ma￿l￿ar￿ - m81nlenNn￿ of growd$ - PluM￿r￿j ￿rk - Roof 11.712 81,702 21,663 13,071 39,15D 131,250 - Bolkr W￿rk 22,110 . shO￿•r ￿rk 20,498 - Gutlerirg - Eleclrfcal 19,521 - Oamp proofing 8.037 8,037 - CCTV co8ts 12Q4 2.2P4 6,043 LkJht and heat 931 169 Insurancè 5,19S S.695 Waler rale8 107 157 87 Po¥t•ge •nd tl•litynry 87 Independenl examin8ts.on fve$ SubÈeripii¢n to A8IOU8lb)n t,soo 407 407 233 Coundl Tax Chrf8lm8￿a1thd￿y gfft•1ca￿ato re￿dentS Mi8Ctll&neous 1,800 708 21 21 360 35 36 169 charn￿0d Llfdl 1.M2 1,562 1,892 Bank charge6 110 SLC Prowrty M8fi•gemet tses 11,400 11.400 Refund of r8sthnl conlritr¥jt￿ 494 494 Donèlion• 100 Sub tv 106,728 105.728 304,897 A4 A88•t and Inv•8trnont pureha••A Tot•lp•ymnt• 104728 105.728 304,897 N•tofTrceIpl￿p1yMlTr￿j 122.1661 1211661 1228,2401 A5 Tran8hrn b•lw••n fvnd ¢￿h l*•ty••r•ttd 30•.771 309.TT1 Cash thls yeweftd 287.605 287,605 309.771

BURLEY HOUSES STATEMENT OF ASSETS AND LIABILrnES AS AT30 JUNE 2024 Charlty rngl•traUon numbor. 207681 Scction B Slatement of assets and liabilities at the end ol the period R•stwSctod fund¥ Endtsvmiènt fund8 to n￿rnt £ C•t•go Drt•l fur¥ls to B1 Calh fur 8arcL8y8 Bwnk PIC 111.741 mark￿ H8rborough BU1￿J1n9 Sou¢ty 86,000 Loughborowh 8uiklirvJ Sw¢ty 90,864 Totlesh I￿a8 287.105 l•gr•• b•l•fi￿ rttipkn and payfiohts •¢¢ounl($ll Fund to hl¢h Curr•nt ￿1￿0 loptlon•ll Oetalls B2 0th•i m•rnt•ry Prepaymenl¥ Unreslricled 3,811 A¢¢ru¢d Inco 438 Fund to Co•t lopUon•ll Curr•nt vAIu• 10Olon•ll 83 Irw••kn•nt ••ts M 4 G Inv•th)•nts- Ch•rlty Multt •u•t Fund Unr•stri(thd 24.810 68,773 COIF Charits In¥￿ts￿•Tht Fu Unreslri(thl 42,950 460,268 Fund to whlch ••M¢ b•lgn Curr•nt lop¢lonAII Dvtail• Cost loptkn•ll B4 Assots r•taln•d lor th• ch•rfty' own us• Fmhobj land and t￿l￿11ng# 20,738 Fund to ￿1¢h liabllity rtl•is Amounl du• Th•n du• loptlonall D•t•ll• 61 Llablllll Ind•yndnt•￿m1fftt￿1Th #tru*l Dèlarrad Incorm Unr•strKi•d 667 Sl9n•d by on• or two tWUBtso8 on b•half ol all th• tNstses SvJn•bJ Prfnt N Dite of •pprovo1 Mr KR 4W2025 10