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|Objec|ti|ves and|activiti|es||
|---|---|---|---|---|---|
|||||SORP reference||
|Summary||ofthe purposes of|||Toadvance the education ofthe public<br>in the|
|the charity as set out|||in its||history ofpublic road passenger<br>transport|
|gQvel'ning||document|||and in particular the history ofthe Devon<br>General Omnibus 5Touring Company<br>and|
||||||its successors through: a) establishing<br>and|
||||||preserving<br>for posterity a representative|
||||||collection ofpassenger service vehicles|
||||||formerly operated<br>by the Company<br>and its|
||||||successors<br>in the county ofDevon and the<br>area covered by the South~t of|
||||||England,<br>b) facilitating<br>public access to the|
||||||collection by providing<br>opportunities<br>to view|
||||||and travel on the vehides and thereby|
||||||experience an earlier era ofpublic transport|
||||||in the county of Devon, c)providing afocus|
||||||for retention, develops<br>and training<br>for<br>students<br>ofall ages in the traditional<br>crafts|
||||||and specialist skills required forthe|
||||||restoration<br>and maintenance<br>ofthe vehicles|
||||||and associated relics, and d) enabling<br>the|
||||||raising offunds forthe above purposes.<br>ln|
||||||doing so, the chanty must riot I'8lse 8ny|
||||||substantial<br>permanent<br>tradin<br>activit .|
|Summary||ofthe main|||2021/22 has seen some semblance ofour|
|activities||in relation to those|||normal<br>activity return. The easing ofCovid|
|purposes||for the public|||restrictions<br>during the Spring of2021|
|benefit,|in particular,||the||enabled us to resume our volunteer<br>work|
|activities,||projects or|services||sessions at Knowstone and from July 2021|
|identified||in the accounts.|||the trustees resumed<br>meeting<br>in person|
||||||rather than on Zoom.|
||||||Although<br>the lockdowns<br>over the preceding|
||||||year have inevitably<br>slowed progress<br>with|
||||||the restoration<br>ofour collection, we were|
||||||able to resume taking our buses to public|
||||||events<br>in 2021.|





||||supporter.<br>The trustees are taking a risk||
|---|---|---|---|---|
||||averse view about safeguarding<br>these funds||
||||whilst we consider how best to use them,||
||||and we have accordingly set up a Charity||
||||Deposit Platform<br>with our bank, CAF Bank,||
||||which<br>wiH see lump sums distributed<br>around||
||||interest-bearing<br>accounts, each protected<br>the FCAf85,000compensation<br>scheme.|by|
||||Communicating<br>via social media with our||
||||supporters<br>and the general public continues||
||||to be a key activity. Gur Facebook page now||
||||has 865followers,<br>and our Twitter feed 215||
||||followers. These enable us to reach out to||
||||our audience even ifthey are unable to||
||||make ittosee our buses at events.||
||||We are also committed to presenting<br>a||
||||professional<br>and informative<br>facetothe||
||||woi'kl via oui' website. Slllce July 2021—||
||||when we started to receive website analytics||
||||data —over 1,600users have seen our||
||||redesigned<br>website.||
||||During the year we joined the 'Amazon||
||||Smile' campaign<br>to widen the range ofways||
||||in which supporters<br>can donate to the Trust.||
||||This sees Amazon donate 005'k ofthe net||
||||value ofa shopper's<br>spending<br>at no cost to||
||||the shopper and has added asteady if||
||||modest quarterly<br>flow offunds to our||
||||InConle.||
||||We are grateful forthe continued<br>generosity||
||||ofour trustees and other interested<br>parhes||
||||who support our work, including<br>the Devon||
||||General Society.||
||||We remain indebted to one ofour trustees||
||||who has placed his own vehicle on loan to||
||||the Trust.||
|Statement|confirming|Para 1.18|The trustees are fully aware ofthe||
|whether the trustees have|||obligations<br>imposed<br>upon them by way of||
|had regard|to the guidance||the Charities Act and Charities<br>(Accounts||
|issued by|the Charity||and Reports) Regulations 2098 and the||
|Commission<br>on public|||extent to which the trust is fulfilling<br>its||
|benefit|||chantable<br>objectivBs Is reviewed at Bach||
||||trustees'<br>meeting. These obligations<br>remain||
||||paramount<br>when planning<br>acbvities forthe||
||||forthcoming<br>period and considering<br>mearis||
||||by which the trust's other central objectives||
||||can be met.||





||||||N/A|
|---|---|---|---|---|---|
|Policy on <br>including|social investment<br>program<br>related|||Para 1.38||
|investment||||||
||||||The trustees<br>readily acknowledge<br>the huge|
|Gontribution<br>volunieers||made|by|Para 1.38|contribution<br>made by our volunteers.<br>This<br>manifests<br>in avaiiety ofways: undertaking|
||||||ihe physical work in preparing<br>and restoring|
||||||our historic vehicles; assisting us when we|
||||||attend events; assisting us in organising|
||||||events; preparing<br>and delivering|
||||||presentations<br>to interest groups and the|
||||||general<br>public; and assisting<br>with the|
||||||governance<br>ofthe CiO.|
||||||During 2021i22 our volunteers<br>contributed|
||||||1,270 hours oftheir time at our Knowstone|
||||||base.|
||||||Skills retention<br>continues to rest with a|
||||||relativel<br>small<br>rou<br>ofvolunteers.|
|Other||||||



|Summary|ofthe main|ofthe main|Para 1.20|The trustees believe that the main|The trustees believe that the main|
|---|---|---|---|---|---|
|achievements||ofthe charity,||achievements<br>ofthe Trust during the year||
|identifying|the|difference the||fAay be sufAmcKised as||
|charity's|work|has made to||||
|the circumstances<br>ofits||||We were able to display our vehicles at||
|beneficiaries<br>and any wider||||public events, which isthe|main way for|
|benefits tosociety as a||||us to deliver our charitable|objective of|
|whole.||||educating<br>the public about|the history of|
|||||road passenger<br>transport.||
|||||We improved<br>our financial|base|
|||||significantly<br>thanks to the|receipt ofa|
|||||large legacy.||
|||||Nle continued<br>to receive a|steady flow of|
|||||donations<br>from our supporters<br>and||
|||||daimed<br>Gift Aid thereon.||





||||||||We completed a successful fundraising||
|---|---|---|---|---|---|---|---|---|
||||||||campaign<br>which enabled us to add a||
||||||||fifth bus to ourcol~ion. Thiis bus was||
||||||||a particularly<br>significant<br>example of||
||||||||Devon General*s policy in the 1950Sof||
||||||||rebuilding<br>old vehicles forfurther use.||
||||||||We camed out further significant||
||||||||restoration<br>work on our vehicles.||
||||||||We continued to maintain<br>links with||
||||||||other groups where relationships<br>can be||
||||||||of mutual<br>benefit.||
||||||||We continued<br>our good relationship<br>with||
||||||||the DevoA Gellefal Society, BAsUAAg||
||||||||that they remain<br>fuNy supporbve<br>ofthe||
||||||||trust's activities (the DGS has 200+||
||||||||members,<br>aN ofwhom share a common||
||||||||interest in the Devon General company||
||||||||and its activities). The work ofthe Trust||
||||||||is independent<br>ofthe Society, but itis||
||||||||important<br>that good relations are||
||||||||nlalfltaIAed<br>The Society Is sUppoftive|of|
||||||||the Trust*s objectives and assists on a||
||||||||regular basis by keeping members||
||||||||informed ofour activities and publicising||
||||||||forthcofAIAg events||
|||||||~|We expanded<br>our social media||
||||||||presence and used Facebook and||
||||||||Twitter to inform foHowers (and the||
||||||||wider community)<br>ofprogress on our<br>festoratIOA activities, u~ing<br>8'veA'ts,||
||||||||etc.||
||||||||key personnel<br>within Stagecoach South||
||||||||West (the modern-day<br>successors of||
||||||||Devon General) who are fully||
||||||||supportive<br>ofour aims and objectives.||
|Adclltionat||tAformatlon||(optional)|||||
|YGU fAa|choose to lnclUde||||fUfthef statemeAts|whef8|IelevaAt about:||
|||||||N/A|||
|Achlevefflellts|||against||Para 141||||
|objectives|set||||||||
|||||||Objective ofraising F20,000to purchase|||
|Performance|||offundraising||Para 1.41|ETT|995met.||
|activities|against objectives||||||||
|Se't|||||||||






## 



|Amount ofreserves held||Para 122|E380,000as at5April 2022|
|---|---|---|---|
|||Para 122|N/A|
|Details offund materially|in||N/A|
|deficit||||
|Explanation<br>ofany||Para 1.23||
|uncertainties<br>about the||||
|charity continuing<br>as a going||||
|concern||||



||||N/A||||
|---|---|---|---|---|---|---|
|The charity's|principal|Para 1.47|||||
|sources offunds {including|||||||
|any fundraising)|||||||
||||Our investment||pohcy sets out the|likely calls|
|Investment|policy and|Para 1.46|on our funds over the short, mediufn and<br>long terms and takes a risk-averse<br>approach||||
|objectives including<br>any|||to matching|them with investments||in|
|social investment<br>policy|||interest-bearing||accounts.||
|adopted|||||||
||||N/A||||
|A descnptlon|ofthe pnnclpaI|Para 1.46|||||
|risks facing|the charity||||||
||||N/A||||



|Description<br>ofcharity's||||||
|---|---|---|---|---|---|
|trusts:||||||
|Type GfgovefnlAg<br>docufnent:||||||
|for example, trust deed,||||||
|memorandum<br>and articles of||||||
|association etc.||||||
|How is the charity|Para 1.25|CIG.||||
|constituted' ?||||||
|for example<br>limited company,||||||
|unincorporated<br>association,||||||
|CIO||||||
|Trustee selection methods|Para 1.25|Potential new|trustees are identled||by the|
|including<br>details of any||existing trustees||in accordance with|Charity|
|constitutional<br>provisions e.g.||Commission|gufdance.|||
|election to post or name of||||||
|any person or body entitled||||||
|to appoint one or more||||||






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## 







|||||||Unrestricted|Restricted|Restricted|Restricted|Endowment|
|---|---|---|---|---|---|---|---|---|---|---|
||Categories|||Detaiis||funds|funds|||funds|
|||||||to nearest F|to nearest||6|to nearest 6|
|81 Cash|funds|||CAF Bank Account||199,727||1D,808|||
|||||CAF 60Day Notice Account||6,000|||||
||||||Totat cash funds|208,727|10,808||||
|||||(agree balances|with receipts and payments||||||
||||||account(s))||||||
|||||||Unrestricted|||||
|||||||funds|||||
|||||Details||to nearest E|||||
|82Other|monetary assets|||Debtors|||||||
|||||Details||Fund to which<br>asset belon s|Cost (optional}|||Current value<br>o tional|
|83Investment||assets|||||||||
|||||Details||Fund towhich<br>asset belon s|Cost {optional}|||Current vaiue<br>o tional|
|84Assets retained for|||the|Vehicle - 503RUG||Restricted|||||
|charity's|own|use||Vehicle - YDV798||Unrestricted|||5,000|5,000|
|||||Vehicle - VDV817||Restricted|||8,500|8,500|
|||||Vehicle - NTT661||Restricted||12,000||12,0DD|
|||||Vehicle - ETT995||Restricted||20,000||20,000|
|||||Details||Fund to which<br>liabili<br>relates|Amount due<br>o tional|||When due<br>o tional|
|85 Liabilities||||Creditors||N/A|||||
|||||Loans||N/A|||||
|Signed by one or two trustees<br>behalf ofall the trustees|||on|i|nature|Print|Name|||Date of<br>a<br>roval|
|||||||P RJenkins||||01-Jul-22|
|||||||6Bailey||||00-Jul-22|





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