ULVERSTON TOWN LANDS Annual Re ort for Year to 31st March 2024 Name Address and Constltutlon Ulverston Town Lands whose principal or registered address Is that of thelr Secretary and Solicitors, Hartjackson and Sons. at 8-10 New Market Street, Ulverston, Cumbria LA127LW is a registered charty, number 215779 and constituted by a Charlty Commission scheme dated and sealed by order of the Charity Cornmissioners on the 20th day of August 1974 as amended by a further order bythe Commlssloners dated and sealed on the 28th day of Au8USt 1981 (the Charity Commi55ion Scheme). The Charity Commission Scheme is administered by nine Trustees. Six of those Trustees (the Nominated Trustees) are appointed by the Ulver5ton Town Council. The Nominated Trustees may be, but do not have to be, members of Ulverston Town Council. The remaining three Trustees (the Co-opted Trustees) are appointed by the Trustees themselves. The Trustees at 31st March 2024 were as follows:_ Trustee5 Nominated b Ulverston Town Coundl Mrs Janet Eileen Hancock of The Town House, 16 Queen Street, Ulverston, Cumbria, LA12 7AR {Appolnted to 131h May 20271. Mrs Margaret Hornby of 26 Meeting House Lane, Ulverston, Cumbria, LA12 9ND. (Appolnted to 21st November 20271. Councillor Paul Graham Smlth of 9 Union Lane, Ulverston, Cumbria, L412 7BU. th (Appointed to 28 July 2024).
Mrs Shirley-Anne Wllson of 7 Parkfield Swarthmoor Ulverston Cumbria LA12 OHW (Appointed to 19 August 20241 Councillor David Webster of 3 Sands Close Ulverston Cumbria LA12 9PP {appointed to 19 Au8USt 2024} Councillor Thoma5 Denney Irving of 11 Garden Terrace Ulverston Cumbria LA12 7DA {appointed to 23, May 20261 Co-o ted Trustees Mrs Jacqueline Hool of 4 Dorchester Crescent, Ulverston, Cumbria, LA12 9LP. (Appointed to 9 September 20241. Mrs Doreen Mary Fell of Castle Hill Farm, Pennington, Near Ulverston, Cumbria, LA12 7NX. (Appointed to 28th June 2027}. Mr. Anthony Roy Bryson of 8 Back Lane, Ulverston, Cumbria, LA12 7EJ. (Appolnted to 28 th June 20271. Chalrman Mr. A.R. Bryson was appointed and acted as Chairman of the Trust throughout the year. Secreta and Solicitors Messrs. Hart Jackson and Sons, Solicitors of 8-10 New Market Street. Ulverston. Cumbria, L412 7LW, (Telephone No." 01229-5832911 acting through Mrs Naomi Marczak a Partner in the Firm, were the Trust's main agents and adviser5, acting as its Secretary, Clerk, Correspondent, Solicitors and Rent Collettors. Land ents H&H Land and Estates, Land Agents of 36 Finkle Street, Kendal, Cumbria LA9 4AB ITelephone No". 01539-7213751 actingthrough Ms Rachel Bagshaw, M.R.l.C.S. FAAV, acted as Land Agents in respect of the Trusvs various agricultural holdlngs.
Inde endent Examlner Mr. J. F. Homby, Chartered Accountant of J.F. Hornby & Co Chartered Accountants of Daltongate Business Centre, Ulverston, Cumbria is to provide an independent examiner's report on the Trustees, annual accounts and as required under the Charitles Att 2011. H15torical Ori ins The Trust has its origin in the Ulverston Enclosure Act of 1799 - an Act for dividing and enclosingthe commons waste grounds and mosses within the Parish of Ulverston, and the subsequent Ulverston Commons Enc105ure Award 1813, following which land in excess of 400 acres was vested in the Trustees on the basis that they would apply the income from the same towards the rellef of the poor, firstly in lieu or alleviation of the poor rate and secondly, if a surplus remained after disposing of the poor rate in lieu or alleviation of the constable rate. Llttle Is known of the amountthat went towards the alleviation of the poor rate, but from such figures that are available it appears that during the period from 1870 to 1882 the contrlbution then made varied between £148. 19s. 6d. and £456. 75. Id. The Trust was administered by Trustees until 1899 when it became the responsibility of the former Ulverston Urban District Council. Afterthe reor8anisatlon of Local Government in 1974 the Charity Commission Schemewas prepared and approved by the Charity Commission. General Pur oses The Trust is a grant giving charity. Under the Charity Commission Scheme the Trusts, income is to be applied for charitable purposes within the area of the former urban district of Ulverston. The appropriate paragraph of the Charlty Commlsslon Scheme reads as follows:.
Subject to the payment of the expenses aforesaid the Trustees shall apply the income of the Charity in one or more of the following ways:_ The relief of aged impotent and poor inhabitants of the area of the former Urban Distrirt Council of Ulverston (the inhabitants of the said area being hereinafter referred to as "the said inhabitantg'}; The relief of distress and sickness amongst the said inhabitants; The provision and support of facilities for recreation and other leisure time occupation WFth the object of Improvlng the condltions of Ilfe of the said inhabitants in the interest of social welfare; The provision and support of educational facilities for the said inhabitants; Any other charitable purpose for the benefit of the said inhabitants. The Charities Art 2006 expanded the list of general charitable purposes to include the followin& but emphasised that it is a key requirement that there must also be public benefit. lal Ibl Icl Idl le} the prevention or relief of poverty; the advancement of education; the advancement of religion; the advancement of health or the saving of lives; the advancement of cltizenship or community development- the advancement of the arts. culture, heritage or science; the advancement of amateur sports; the advancement of human rights, conflict resolution or reconciliation or the promotion of religious or racial harmony or equality and diversity; the advancement of environmental protection or improvement- the relief of those In need. by reason of youth, age, 111 health, disability, financial hardship or other disadvantage; the advancement of animal welfare; the promotion of the efficiency of the armed forces of the Crown, or the efficiency of the police, fire and rescue services or ambulance services; Im) other purposes currently recognised as charltable and any new charltable purposes which are similar to another charitable purpose". Igl Ihl til Ik} Although the Trustees have got a wide discretion, it is important to stress that the purposes for which grants can be made must be charitable, and must be for the benefit of the
inhabitants of Ulverston. Such grants must not be used dlrettly in the relief of rates, taxes or other public funds but the Trustees may apply income in supplementing relief or assistance provided out of public funds. anlsation Pr ress and Achlevement5 The Trustees, whilst not limiting their general powers under the Charity Commission Scheme have over a number of years generally favoured making grants to groups or Institutions for capital items which will be available for use by more than one person rather than grants towards a group's runnlng costs or to Indlviduals. Exceptions to this working rule of thumb have and will no doubt continue to be made in cases of 5pe¢ial need and at the Trustees discretlon. Grants are generally made in response to dirert applications butthe wlde background and experien of the Trustees means that they from time to time identify and endeavour to meet need without prior application. It has also been recognlsed that over tlme those institutions which have been in receipt of grants for regular or annual events would come to rely on such funding when planning future events. It has been decided that the secretary can, in appropriate clrcumstances, relate to the recipients of such grants that the Trustees, general policy, without being able to be committed to future grants in advance of an appllcatlon, would be against withdrawing support that had regularly been given without suitable amount of notice, The Trustees have felt that the existence of the Trust is generally well known within the area of benefit. The Trustees have not over a number of years experienced any great difficulty in applying the Trust's annual net income towards deserving grant applicants. The Trustees held varlous meetings throughout the year at which they discussed all the
grant applications received and the management and administration of the various trust assets. Messrs. H&H Land and Estates made the usual annual inspection of the Trust's various agricultural holdings {reports to follow). The trustees have an ongoing programme of repairs planned for Burnside Cottage. The largest individual grants made by the Trustees during the year were for:_ £5000.00 to Ulverston Town Council in respect of a vehicle for Hoad £3500.00 to Macmillan The grants made and agreed to be paid bythe Trustees during the year are listed below: Grantee Charit Amount SJB- Playground Croftlands Junior School Ulverston Flower Club UVHS Hardship Scheme St Mary's Hardship Scheme Croftlands Infants Hardship Scheme SJB Hardship Scheme Church Walk Hardship Scheme Ulverston Rangers Furness Bach Choir Ulverston Pantomime Society Ulverston International Music Festival Ford Park Ulverston Inshore Rescue Furness Youth Theatre Gill Banks Action Group Emmanuel Christian Centre Ichristmasl Barrow Food Bank WRVS (Christmas) Age Concern (Christmas) Abbeyfield (Christmas} Barrow and District Blind Society Elmhurst {Christmasl Swarthdale (Christmas) Ulverston Disabled Group (Christmas) Ulver5ton Day Services (Christmas) Macmillan Cancer Xenolith Explorer Scouts 3000.00 750.00 400.00 iooo.oo 750.00 750.00 750.00 750.00 2500.00 1800.00 1070855 1500.00 3000.00 1088106 1101567 2000.00 1517.C 329.98 200.00 iooo.c iooo.00 800.00 500.00 250.00 250.00 250.00 250.00 250.00 250.00 3500.00 1052196 1152753 1015988 515821 200719 1051674 1023458 261017 1500.00
South Cumbria Music Festival Ulverston Town Council Vehicle for Hoad James Morgan UVHS Grant Heather Murray UVHS Grant Nicholas Day UVHS Grant Robin Leech UVHS Grant Emma Hair UVHS Grant Dylan Devonald UVHS Grant TOTAL 511814 2500.00 5000.00 300.00 300.00 300.00 300.00 300.00 300.00 £40,096.89 The Trustees also have the followin8 continuing commitments:_ Further Education Bursary Scheme at Ulverston Victoria High School- up to £1,800.00 per annum 1,800.00 Townland Trust Prlze for Cltlzenshlp towards the cost of 4 trophies given to one student from each of Years 7-10 at UVHS 80.00 Total 1880.00 Taking into accountthe continuingcommltments oftheTrustees, unspent income reserves at the Bank at 315t March 2024 were equivalent to the anticipated income receipts for approximately 25 months, which the Trustees consider to be sound. The Trustees, present policy on the level of reserves required to effectively meet the needs designated by the Charit¢s trusts, is that unspent income reserves should not fall below l year's gross income. TheTrusteeswere pleased bythe number1361 and diversityofthegrants made throughout the year. The Charit¢s Bankers are HSBC Bank Plc. of Duke Street, Barrow in Furness and all the accounts held with the Bank apart from the Current {Communityl account are Interest bearing. A. R. Bryso airman) 2024 ehalf of the Trustees for and
ULVERSTON TOWN LANDS Recel ts and Pa ments Account Year to 31st March 2024 Recei Intome Re1 ts From A55ets:_ Rent cheques not cleared before 31.3.23 0.00 Rents and acknowledgements (after deduction of SLDC'S expenses relating to the Gill car parkl 46,490.87 Business Money Manager Account 183.43 Money Market Account 348.13 Charibond interest- M & G 840.36 Blackrock interest- BLK Charities UK Equity Fund 2305.44 Highways England - Compensation 15.484.83 TOTAL RECEIPTS 65,653.06 Pa ments Dirert Charitable Ex endlture Current grant cheques not cleared before 31.3.23 0.00 202312024 Grants las per the list In the annual report) Total 40,096.98 40.096.98 Other Ex endlture Uncleared expenses payment not cleared before 31.3.23 Rent collectlon. correspondence and setretary's annual fees {for l.10.22-30.9.23} 17,922.06 HJ's- Registrations 1,257.60
H & H fees-rent review ne8Otiatlons, Inspection and reports 3002.90 JH Hornby Audit Fee 480.00 Insurances (Public Liability) 1,048.49 Bank Charges Total 76.Crf) 23,787.05 TOTAL PAYMENTS 63,884.03 Bank balances at 31st Marth 2023:_ Communtty Account Business Money Manager Account Money Market Account 23,704.02 10,646.59 69,539.69 103,890.30 Plus balance of receipts Over payments for the year 65,653.06 (63,884.031 TOTAL: 105,659.33 Bank balances at 31st March 2024 Community Account Business Money Manager Account Money Market Account 24.941.49 10,830.02 69,887.82 105,659.33
ULVERSTON TOWN LANDS ATEMENTS OF ASSEfs AND LIABILITIES AT 31ST MARCH 2024 The Trust does not have any restricted purpose funds. Moneta Assets not formln art of the ermanent endowment HSBC Bank PLC Community Account Business Money Manager Account Money Market Account 24,941.49 10,830.02 69,887.82 105,65933 Debtors:. H.F. Morphet D.W. Lockhart J.W Woods M Hornby 1,852.50 200.00 1,350.Crf) loo.00 3,502.50 Other Total Moneta Cash Assets not formln art of the ermanent endowment 1731 Shares in Charibond IM&GI 1109.133 Shares in BLK Charities UK Equity Fund A Inc {Black Rockl 1,911.72 8,090.20 10,001.92 Both of the above funds are common investment funds exclusively available to charities. io
Other Moneta Assets formin art of the ermanent endowment 19278.050 Shares in Charibond IM & G) {a narrow range investment under the Trustee Investment Act 19611 21290.68 8339.409 Shares in BLK Charities UK Equity Fund A Inc (Black Rockl la wider range investment under the Trustee Investment Act 19611 60,829.03 82,119.71 Non Moneta Assets all of which form art of the errnanent endowment Its land as referred to below: Approx area in Acres Descrlptlon Tenant Gross yearly Income The following land situate at Ulverston: Land numbered 5255, 4874, 3839, 3664, 3278, 2285. 1474, 2157 and 2735 on the Ordnance Survey Map11967 Edition) known as Flan Hill Land numbered 6000, 4700, 8119, 7200 and 1839 on the said map and known as the Hoad and Outrake but not the building thereon known as Hoad Monument Land numbered 6918, 8100, 7CQ7, 9100 and 7796 on the said map and known as land at Townbank Allotment opposite 8 Chittery Lane Land numbered 8805 on the said map 0.41 Allotment at the top of Chittery Lane Land known asThe Gill being part of the land grid reference 2850 and and 7853 on the said map Land known as Gillbanks grid reference 2824 and 7880 on the said map Burnside Cottage Gillbanks 55.99 I Sweetlng £5000.00 97.22 AR Edmondson £2200.00 11.27 I Wilson £2200.(M) 0.41 A Holme £10. P Lowe £50.00 The South Lakeland District Council Ulverston Town Council Mr DTatefor Mrs Denyer Environment Agency 0.395 £2000.C(J Iminimuml 5.22 £10.00 £2,100.00 Telemetry Klosk at Gillbanks £143.20
Land at Little Hoad reference 9700 The following land situate at Oxenholme: Land numbered 2533 on the said map, land numbered 1223 and part of 3011 on the said map and Land numbered 5500 on the said map Land numbered 0944 and 0033, 0054 and 8939 and Land numbered 0039 and 0044 on the said map Land numbered 8730 on the said map 1.22 Ulverston Town Council £10.00 18.00 J.A Crayston £1150.00 18.67 lan Rawlinson £1550.00 5.95 John W Woods £625.00 Land numbered 7525, 6700 and 6118 on the said map Land numbered 5430 on the said map Land numbered 5838 on the said map Allotment land opposite the Sea View Hotel at Sandside The following land situate at Rosside: Land numbered 0006 on the said map Land numbered 8535 and 0005 on the said ma Land numbered 8534, 9522, 0535 and 9555 on the said map The following land situate at Swarthmoor.. Land numbered 5284, 4665, 5964 and 7662 on the said map Land numbered 0500, 0004, c58 and part of 0066 on the said map and Land being Nos 7621, 7600, 0023 9112, and 8600 on the said map Land being part of land numbered 0066 on the said map 25.28 lan Rawlinson £1500.00 3.46 4.13 John W Woods DW Lockhart Margaret Hornby £275.00 £400.00 £200.00 25.53 Richard Benson £2,100.00 27,37 lan Sweeting £2,800.00 40.57 Richard Benson £3,651.00 Michael T Stable 25.19 £1,900.00 38.99 H.F. Morphet £3705.00 United Utilities Electricity Sub- station 0.02 £75.00 Land being the residue of the land numbered 0066 on the said map Land numbered 4900 on the said map 0.02 Brwtish Gas £25.00 Parlsh Council £60.00 Pennington Swarthmoor Football Club 3.40 £700.CNJ 12
The freehold title to the land is vested in the Official Custodian for Charitles under Clause 2 of the Charity Commission Scheme. The Trustees conslder that the expense of formally valulng Its varlous13nd holdlngs Is not justified. The Trustee5 maintain public liability insurance as owners but not occupier5 of the land providing cover of £2.5 million. The land is considered to belong to the special range of investments permltted underthe Trustee Investment Act 1961. Liabilities Hart Jackson rent collection correspondence and secretarial fees for 6 months from 1.10.2023 to 31.3.2024 3696.54 inc. VAT 3696.54 A.R. Bryson (Chairman) 2024 for and on behalf of the Trustees REF: NM/UTL/Annual Report 2024 13
Tel.. 01229 588077 J F Hornby &Co FA 01229 588061 CHARTERED ACCOUNTANTS IFQifnomby.com .Ilhomby.com ThÈTower • Daltongats Business cent . D3lLonEate . UbErston . Cumbrba . LA12 7A1 Illd¢p¢ttd¢nt ExAm&Ders report to thé trustets on tbt uthud5¢td f5#An¢ll $tat¢m¢nts of Ulv¢r¥¢oD l.own Lllnds for the finntil year to 31Ji Marth 1014 I r¢port to thetrustees on my extmitiation of the financial statemenrs of Ulv¢rskn1 lthe Trust) forthe finan¢ial year ended 3151 March 2024. Rt5wn5ibilstits #Dd b#$i5 of rtport As the ¢htrily Ittstees of the Trust you arerespoLsible forth¢ pr¢patiOn ofthe fJnRncial statements in accordaDc¢ with the requirements ofthe Charities Aot 2011 (th¢ Artl. I r¢port in r¢spe¢t of my examination of the Trust's fjnatscial statements ¢arrieil outund¢r section 145 of the 2011 A¢t gnd canying out my ¢xaminatit>n I have followed all the applicable Dire¢tions given by the Charity Commi55i(Tr under section 14515Mbl of the ACL ndepend¢nl ¢3•min¢r $ statrrnellt I have Completed my Qxamirtation. I confirni thatno matetial mattws have com¢ to my attention in connection with the examination giving me cause to b¢li¢ve that in 3ny waterial respect.. a¢¢(Xmtingrerds were kept in trsp¢ct of thc Tnt as reqUIrbY s¢otion 130 of the Act. or the financiol sia*m¢nts do not COrd with thos¢ recoTd%". or the fittancitsE statsments do not comply with the applicable Tequir¢m¢nts concen)iDg th¢ form wntent of ritthn¢ia] statneIS set out in th¢ Charitie8 (Accounts and Reports) Regulations 200¥ other than any rtyuiTem¢nl that the fiftan¢ial statements give a tNe and fairvi¢wwhioh 15 Dot a matter consider&1 AS part of * lrtdep¢ndent ex¥Jnittaiion. I have no coJ]cettJs and have come aLYOSS no other matters in connection with the examination tts which 2uention shouldbe drawn in thi$ TeStL itl order to report a proper understandtn8 of the fJnanci81 $tat¢tnents to bere&¢hed. J F Hornby, FCA The Instituie of Chartered Accountants in England & W8les JFHomby&Co Chartered a¢counLints 11)eTow¢T Daltongat¢ BusinBSS C¢ntr¢ Daltongate Ulverstort Cumbria LA12 7AJ Dated: 13th 2024 rtsrKy AINARD52015 WINNER leAEW CHARTERED ACCOUNTANTS YqBr WINNER I F Fwroy & Co Isth¢tradingrwlle oll F HDrnby LiMrfa(ompanyrE•rtd andWale5. nLthbv68W956 TrngeOFieSIt[t leSS bythe1n5trtuie0fcharteA([0Urntèrnts In