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, ho*avar 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(len*r 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¥tr*th￿ 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
revie*ed 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 r*w 1ru5t deed on 30 Sèptember 2024. This has ￿en submrtt•d to
the Charity CotThrM8sK*n 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 Chamwor*J 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 $haU be m•Je for a term of four )wrs at a meetiro cKJnven8d and h8kl
accordirvJ to the ordinary of ￿ appointiThJ counul. The chairman of the rrEets'ng
shall cause the n8nE of each Ferson appointed to be nOtrf￿ forthwth to the Trustees o
thwr The ￿r50￿ 4JpointèJ may bè t*Jt naad not b8 a memter of the aFpointing
counul.
The Cw*tslNe Tnffjtees shajl be per8orB through r•sidènc•. LKcupation o
erryJbymen( or otherwi58 have spec4al knowled9e of the County of Leice8ter5hire.
E¥ery Ctroptstive Tw5t¢e sho11 be appo￿1*￿ for a tem) of five y8aTS by a resolution of the
T￿lee$ 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
#drn
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••*' fvport*l>ov•.
Slgn•O On b•h*lf 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 ne*r•*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•
L**t 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•lityn*ry
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￿rn*t £
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
Tot*le*sh I￿a8
287.105
l•gr•• b•l•fi￿ rtt*ipkn 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 Charit*s 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•i*s
Amounl du•
Th•n du•
loptlonall
D•t•ll•
61 Llablllll
Ind•ynd*nt•￿m1fft*t￿1Th #t*ru*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