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← Sutton Mandeville Heritage Trust

2025-03-31-accounts

Trustees’ annual report (including Directors’ report) for the period

From: April 1[st] 2024

To: March 31[st] 2025

Charity name: Sutton Mandeville Heritage Trust

Charity registration number: 1156854

Company number:

Objectives and activities

SORP reference
Summary of the purposes of
the charity as set out in its
governing document		 Para 1.17 To promote the conservation, protection
and improvement of the physical, natural
and historic environment of Sutton
Mandeville and surrounding area; and to
advance the education of the public in the
conservation, protection and improvement
of the physical, natural and historic
environment.
Summary of the main
activities in relation to those
purposes for the public
benefit, in particular, the
activities, projects or services
identified in the accounts.		 Para 1.17 and
1.19		 - Maintenance work on the badges
during the year was intermittent and
less than ideal.
- We held two ‘Working Picnics’, where
volunteers went up onto the hillside for
maintenance work. In addition,
individual volunteers went up on ad-
hoc maintenance visits.
- Due to lack of volunteers, the Trust
did not attend any local events at which
the Trust historically has had a
presence.
- The website continued to be
maintained and updated as necessary.
Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit		 Para 1.18 In all of these activities, the Trust have
had regard to the guidance issued by
the Charity Commission on public
benefit.

Additional information (optional) You may choose to include further statements where relevant about:

SORP reference
Policy on grant making Para 1.38

Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers Other

Achievements and performance

Summary of the main
achievements of the charity,
identifying the difference the
charity’s work has made to
the circumstances of its
beneficiaries and any wider
benefits to society as a
whole.		 Para 1.20 We continue to be in a maintenance
phase and were able to organise two
‘Working Picnics’ and several individual
visits to the badges for maintenance
purposes. Unfortunately the weather was
against us on several occasions, and
maintenance visits had to be cancelled.
No public events were attended.

Additional information (optional) You may choose to include further statements where relevant about:

Para 1.41 Achievements against objectives set Para 1.41 Performance of fundraising activities against objectives set Para 1.41

Investment performance against objectives Other

Financial review

Financial review
Review of the charity’s
financial position at the end
of the period		 Para 1.21 The current year’s accounts show an
decrease in the deficit recorded. There
was no Gift Aid contribution to the 24/25
accounts.
The majority of donation income is by
standing order. Outgoings were on badge
maintenance, insurance and website
maintenance.
Sufficient funds are held in the bank
account to cover expected expenditure.
Statement explaining the
policy for holding reserves
stating why they are held		 Para 1.22 The only funds currently available to the
Trust are the result of charitable
donations, and are held in the Trust’s
sole bank account. No reserves policy is
in place.
Amount of reserves held Para 1.22 None
Reasons for holding zero
reserves		 Para 1.22
Details of fund materially in
deficit		 Para 1.24 None
Explanation of any
uncertainties about the
charity continuing as a going
concern		 Para 1.23 N/A

Additional information (optional)

You may choose to include further statements where relevant about:

Para 1.47 The charity’s principal sources of funds (including any fundraising) Para 1.46 Investment policy and objectives including any social investment policy adopted Para 1.46 A description of the principal risks facing the charity

Other

Structure, governance and management

Description of charity’s
trusts:
Type of governing document:
for example,trust deed,
memorandum and articles of
association etc		 Para 1.25 Trust Deed
How is the charity
constituted?
for example limited company,
unincorporated association,
CIO		 Para 1.25 CIO
Trustee selection methods
including details of any
constitutional provisions e.g.
election to post or name of
any person or body entitled
to appoint one or more
trustees		 Para 1.25 Elected by the Members

Additional information (optional) You may choose to include further statements where relevant about:

Para 1.51 Policies and procedures adopted for the induction and training of trustees Para 1.51 The charity’s organisational structure and any wider network with which the charity works Para 1.51 Relationship with any related parties Other

Reference and administrative details

Charity name Sutton Mandeville Heritage Trust
Other name the charity uses
Registered charity number 1156854
Charity’s principal address Yew Tree Barn,
Sutton Mandeville,
Wiltshire
SP3 5NE

Names of the charity trustees who manage the charity

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20		 Trustee name Office (if any) Dates acted if not for whole
**year **		 Name of person (or body) entitled
to appoint trustee (ifany)
General Sir Jack
Deverell		 Chairman
Dr AntonyFirth Secretary
John Gailey Treasurer
Gillie Strang
Richard Strang
Hugh Collins

– Corporate trustees names of the directors at the date the report was approved

Director name

Name of trustees holding title to property belonging to the charity

Trustee name Dates acted if not for whole year

Funds held as custodian trustees on behalf of others

Description of the assets held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for safe custody and segregation of such assets from the charity’s own assets

Additional information (optional)

Names and addresses of advisers (optional information)

Names and addresses of advisers (optional information) Names and addresses of advisers (optional information) Names and addresses of advisers (optional information)
Type of
adviser
Name
Address
Name of chief executive or names of senior staff members (optional information)

Exemptions from disclosure

Reason for non-disclosure of key personnel details

Other optional information

Declarations

The company has taken advantage of the small companies’ exemption in preparing the report above.

The trustees declare that they have approved the trustees’ report (including directors’ report) above.

Signed on behalf of the charity’s trustees/directors

gned on behalf of the charity’s trustees/directors e charity’s trustees/directors e charity’s trustees/directors
Signature(s)
Full name(s)John David Gailey
Antony Firth
Position (for example
Secretary, Chair, etc)
Treasurer
Secretary
Date23rdNovember 2025
Antony Firth
Treasurer Secretary
23rdNovember 2025
Sutton Mandeville Heritage Trust 1156854
Receipts andpayments accounts
April 1st 2024
For the period
from
~~ee~~
~~ee~~		 To
~~ee~~		 March 31st 2025

CC16a

Section A Receipts and payments

Unrestricted
funds		 Restricted
funds		 Restricted Endowment
funds		 Endowment
funds		 Total funds Last year
to the nearest
£		 to the nearest to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £
A1 Receipts
Donations 771 - - - - 771 684
- - - - - - -
- - - - - - -
- - - - - - -
- - - - - - -
- - - - - - -
- - - - - - -
- - - - - - -
Sub total(Gross income for AR) 771 - - - - 771 684
A2 Asset and investment sales,
(see table).
-
-
-
-
-
-
-
-
-
Sub total -
-
-
-
-
Total receipts
771
-
-
771
684
~~——————~~
A3 Payments
Badge maintenance 160 - - - - 160 700
Badge reinstatement 36 - - - - 36 -
3rdpartyinsurance 429 - - - - 429 407
Website 307 - - - - 307 68
Bank Charges 62 - - - - 62 62
Expenses - - - - - - 100
Misc 100 - - - - 100 -
- - - - - - -
- - - - - - -
**Sub total ** 1,094 - - - - 1,094 1,337
A4 Asset and investment
purchases, (see table)
-
-
-
-
-
-
-
-
Sub total -
-
-
-
-
Total payments
1,094
-
-
1,094
1,337
~~—————~~
Net of receipts/(payments)
A5 Transfers between funds
A6 Cash funds last year end
Cash funds this year end		 - 323
-
-
- 323
- 653
-
- -
-
-
4,549
2,490
-
7,039
7,692
4,226
2,490
- 6,716
7,039
~~===>>~~

CCXX R1 accounts (SS)

25/01/2026

1

Section B Statement of assets and liabilities at the end of the period

Categories
Signed by one or two trustees on
behalf of all the trustees
B1 Cash funds
B2 Other monetary assets
B4 Assets retained for the
charity’s own use
B5 Liabilities
B3 Investment assets		 Signature
Details
Details
Total cash funds
(agree balances with receipts and payments
account(s))
Details
Details
Details		 Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
4,226
2,490
-
-
-
-
4,226
2,490
OK
OK
Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
-
-
-
-
-
-
-
-
-
-
-
-
Fund to which
asset belongs
Cost (optional)
-
-
-
-
-
Fund to which
asset belongs
Cost (optional)
-
-
-
-
-
-
-
-
-
Fund to which
liability relates
Amount due
(optional)
-
-
-
-
-
Print Name		 Endowment
funds
to nearest £
-
-
-
-
OK
Endowment
funds
to nearest £
-
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
-
-
-
-
When due
(optional)
Date of
approval

CCXX R2 accounts (SS)

25/01/2026

2