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 Re￿1
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, c￿58
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
I*FQifnomby.com
.Ilhomby.com
ThÈTower • Daltongats Business cent￿ . D3lLonEate . UbErston . Cumbrba . LA12 7A1
Illd¢p¢ttd¢nt ExAm&Ders report to thé trustets on tbt uth*ud5¢td f5#An¢l*l
$tat¢m¢nts of Ulv¢r¥¢oD l.own Lllnds for the fin*nti*l year to 31Ji Marth 1014
I r¢port to thetrustees on my extmitiation of the financial statemenrs of Ulv¢rskn1 lthe Trust) forthe finan¢ial
year ended 3151 March 2024.
Rt5wn5ibilstits #Dd b#$i5 of rtport
As the ¢htrily Ittstees of the Trust you arerespoLsible forth¢ pr¢p￿atiOn 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¢¢(Xmtingre￿rds were kept in trsp¢ct of thc Tn￿t as reqUIr￿bY 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] stat￿ne￿IS 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$ TeSt￿L 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•rt￿￿d andWale5. nLthbv68W956
TrngeOFi￿￿eSIt[￿￿t ￿l￿eSS bythe1n5trtuie0fcharte￿A([0Urntèrnts In