Trustees. Annual Report for the period • Pericrfj start date oi Penod end date 2023 From Section A Reference and administration details Charity name The Baisdon Trust Other names charlty Is known by Reglstered charity number (rf any) 1114545 Charitys principal address 11 Bray Ro&J Holsbth)rthy Devon. EX226FJ Names of the charlty trustses who manage the charity Trustee narn• Offl(* {If •y) Name of perwn (or body) gntitl n* tru•tse if•n GS Folland CH Balsdon JA Hutchings BJ Wonnacott MJC Miller Chaimwn 10 12 13 14 15 16 17 18 19 20 Names of the trustees for the charity. rf any. Ifor example. any custodian tr￿5) Name Datss acted if not for whole TAR March 2012 Namés and addresses of advisers {Optional InfOrn￿On) of advl$gr Name Address Solicltors Peter. Peter & Vblight Holsv￿rthy EX22 6ED RH Hi(*s & Co Bideford EX39 5LZ Surveyors. Investment Manager Financial Advisor Prnvin Cknlphin Ruby FInar￿la1 Management Name of chief executive or names ot senior staff members (Opfjonal infomiation) Mrs LM Freebum {Clerk) Exeter EX2 5PD Upcott Fami. Lapford EX17 6NG Section Structure, governance and management Description of the charity's trusts Trust Deed Type of goverr¥ng document reg- iriJsI deeo. COllSi'LI.Iioii) How the charity is ￿nstituted leg. trust: 855&-,iatjrJii, cii,'ripaDyl Tfust Trustee selection methcmts '¢d O¥. by! Ivg. ap￿alrI￿ Appointed by eXi￿1Th3 Tntstees Additional governance issues (Optional infomiation) You may thoose to indude additional infomiation, where relevant, abjut: policies arKI FYocedures adopted for the induction arKI training of trusteos: the tharivs organisational structure and any WKler netsff)fk with ￿tt[ch ts charity relationship with any related parties., trustees, Considerati￿ of major risks and the system and pr(tsdure5 to rnar￿ge them. Section C Ob'ectives and activities The Trust makes grants of money to organisations and individuals in the area of benefft which is an area V4ithin ten miles as crow flies from any of the parish churches of Holsworthy. Halwill and Langtree in tha county of Summary of the obiects of the charity set out In its governing document TAR March 2012 Summary ofthe main activities undertaken for the public benefit in relation to these objects {include within thls sectlon the statutory declaration that trustees have had regard to the guidance Issued by the Charity Commission on publ1¢ benefit) Addftlonal detalls of objectives and actlvltles (Optlonal infomiatlon) You may choo$a to Indude further statements. where relevant, about: policy on grantrnaking: policy programme rela￿1 investment contribution made by volunteers. TAR March 2012 Se.ctiOn D Achievements and performance 43 d)aritable grants totalling £28834.IX) paid to locai organisations duriru the year to the end of April 2023. Grants ranged from £150 to Summary ofthe main achlevements of the charity durtng the'year TAR March 2012 Sqction E Financial review The presant F)olicy of the Trustées to hold in reseNe £5000 of the rent paid by its tsnants. These ￿serVeS will be used to maintain and repair the property as ne8ded. Brief statement of the chartty's policy on reserves Detsils of any funds materially in deficit Furtherfinancial revlew detalls {Optional inforniation) You may choose to include additional inf0M￿tiOn. where relevant alx)ut'. the charity's principal sources of funds (induding any fundraising); how expenditure has supported the key objectives of the charity., investment policy and objectives including any ethical Investment pollcy adopted. Section F Other optional information Section G Declaration The trustees declare that they have approved the trustees, report above. Signed on behalf of the charity's trustees Slgnature(s) Full name(s) Posltlon (eg Secretary, Chair, etc) Date G-S Folland Ch8iman TAR Mgrch 2012 ## |||**Unrestricted**
**funds**|**Unrestricted**
**funds**|**Restricted**
**funds**|**Endowment**
**funds**|**Total funds**|**Last year**| |---|---|---|---|---|---|---|---| |||**to the nearest**
**£**||**to the nearest £**|**to the nearest £**|**to the nearest £**|**to the nearest £**| |**Al Receipts**|||||||| |**Dividends and Interest**|||**22,739**|**-**|**-**|**22,739**|**20,783**| |**Rents**|||**7,841**|**-**|**-**|**7,841**|**6,884**| |**Other**|||||**-**||| ||||**-**|**-**|**-**|**-**|**-**| ||||**-**|**-**|**-**|**-**|**-**| ||||**-**|**-**|**-**|**-**|**-**| |||||**-**|**-**|**-**|**-**| ||||**-**|**-**|**-**|**-**|**-**| |_Sub total(Gross income for_
_AR)_||**4**|**30,580**|**-**|**-**|**30,580**|**27,667**| |**_A2_ Asset and investment sales,**|||||||| |**(see table).**|||||||| ||||**-**|**-**|**•**|**-**|| |||||**-**|**-**|**-**|**-**| ||**_Sub total_**||**-**|**-**|**-**|**-**|**-**| |**_Total receipts_ **||**________ **|**30,580 |**|**-**|**_ __________J**|**30,580**|**27,667 |**| |**A3 Payments**|||||||| |**Charitable Grants**|||**28,834**|-|-|**28,834**|**24,300**| |**Clerk**|||**2,750**|**-**|**-**|**2,750**|**3,437**| |**Postage and stationary**|||**34**|**-**|**-**|**34**|**145**| |**Water Rates**|||**216**|**-**|**-**|**216**|**216**| |**Professional fees**|||**600**|**-**|**-**|**600**|**196**| |**Trustees expenses**|||**66**|**-**|**-**|**66**|**79**| |**Property insurance and repairs**|||**367**|**-**|**-**|**367**|**2,409**| |**Other**|||**187**|**-**|**-**|**187**|**95**| ||||**-**|**-**|**-**|**-**|**-**| ||**_Sub total_**||**33,054**|**-**|**-**|**33,054**|**30,877**| |**A4 Asset and investment**|||||||| |**purchases, (see table)**|||||||| |||||-|-||| ||||_-_|||**-**|| |||||-|-||| ||||**-**|||**-**|| ||**_Sub total_**||**-**|-||**-**|**O**| |**_Total payments_**|||**33,054 |** I|_|I_____J|**]_________33,054 | | **|**30,877 |**| |**_Net of receipts/(payments)_**|||**2,474**||-|**2,474**|**3,210**| |**A5 Transfers between **|**funds**||**-**|-|-|**-**|**-**| |**A6 ****_Cash_ funds last year end**|||**30,017**|-|-|**30,017**|**33,227**| |**_' Cash funds this year end_**|||**27,543**|-|-|**27,543**|**30,017**| ||||**Unrestricted**||**Restricted**||**Endowment**|| |---|---|---|---|---|---|---|---|---| ||Categories||**funds**||**funds**||**funds**|| ||||||**to nearest £**||**to nearest £**|| |**B1 **|**Cash funds**|||||||■| |||||||-||-| |||||||-||•| |||**_Total cash funds_**||||-||-| |||(agree balances with receipts and payments
.accpijnt(s))||O|||OK|| ||||**Unrestricted**||**Restricted**||**Endowment**|| ||||**funds**||**funds**||**funds**|| ||||||||**to nearest £**|| |||||||||-| |||||||||-| |||||||||-| |||||||||-| |||||||||-| |||||||||•| ||||||||**Current value**|| ||||||||**(optional)**|| |||||||||-| |||||||||-| |||||||||-| |||||||||-| |||||||||-| ||||||||**Current value**|| ||||||||**(optional)**|| ||||||||**When due**|| ||||||||**(optional)**|| ||||||||Date of|| ||||||||approval|| ## ## 2012 Alarch