OpenCharities

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

2024-10-31-accounts

St Just and St Mawes Heritage Group

Chairmans report for year 31[st] October 2023 to 31[st] October 2024.

Pomerys Development

This year has been a year of change. Along with the Roseland Gig Club, the occupant of the ground floor, we applied for planning permission for changes to the building to fulfil our long term plans for a Heritage/Art Gallery development for the Heritage Group on the first floor of Pomerys Garage so we could fulfil Brenda Pyes wishes to have an art Exhibition of her numerous paintings by well known Cornish artists, which would be open to the public.

Unfortunately, both the Parish Council and Cornwall County Council refused permission due to a concerted campaign by a group of local people. After making some changes to the design It was decided to go to appeal.

Membership and Subscriptions

Having increased our annual subscription during the last year we did lose some members but gained others during the year. Our membership is now168. We have a very successful Facebook page which mostly displays interesting old pictures of the village. It now has 2,300 followers.

Finance

Our Treasurer provides us with a 2 monthly written statement. This shows that our finances are very stable with income and expenditure roughly the same each year. But he warned that should our planning application succeed we would need a much greater income.

Talks

We have had some very interesting and very well supported monthly talks during the year. They have covered subjects such as Gig Rowing, The history of Cornish mining, the Falmouth Packet service, Local war time memorials and Cornish Myths and Legends which was a musical event.

These events provide a social evening for our members and an opportunity to update them regarding other Heritage Group news.

Telephone box exhibition

The annual exhibition this year has been the history of 3 interesting Houses and 3 interesting buildings in the village. Each annual exhibition is accompanied by a leaflet describing a walk around the village to see these buildings and other places of historical interest. We produce 1000 of these leaflets for each exhibition and most of them are taken and are of particular interest to the many hundreds of visitors to the village each year.

In conclusion I would like to thank all of you, our members, for your support during the year and particularly to The Trustees for keeping the whole group going. Your help and support is very much appreciated.

Christine Williams

Chairman

April 14[th] 2025

Receipts and Payments Accounts for the Year Ended 31 October 2023

for

St Just and St Mawes Heritage Group Charity Number 1158544

St Just and St Mawes Heritage Group

Contents of the Receipts and Payments Accounts for the Year Ended 31 October 2023

Page
Receipts and Payments Accounts 1
Statement of Assets and Funds 2
Notes to the Financial Statements 3
Independent Examiner’s Report 4

St Just and St Mawes Heritage Group

Receipts and Payments Account for the

Year Ended 31 October 2023

Notes
Receipts
Subscriptions
Donations
Gift Aid
Fundraising (Tombola & plant stall)
Refund from EDF, GIG club
Business Savings Premium A/c interest
Miscellaneous (Phonebox, Amazon payments )
Payments
Electricity and water
Insurance
Office expenses
Website production & maintence
Storage
Events
Advertising
Accountancy and independent examination
Miscellaneous
Net Income/(Expenditure)
Opening Reserves as at 1 November 2022
1
Closing Reserves as at 31 October 2023
1
£
£
1,756
820
518
98
-
238
25
3,455
-
199
109
400
624
574
163
540
248
(2,857)
598
102,633
103,231
31st October 2023
Unrestricted
Year Ended
£
£
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
31st October 2023
Restricted
Year Ended
£
£
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
31st October 2023
Restricted
Year Ended
£
£
1,756
820
518
98
-
238
25
3,455
-
199
109
400
624
574
163
540
248
(2,857)
598
102,633
103,231
Total funds
31st October 2023
Year Ended
£
£
1,539
525
238
14
227
19
10
2,571
155
199
117
581
624
251
279
-
75
(2,281)
289
102,344
102,633
31st October 2022
Total funds
Year Ended
£
£
1,539
525
238
14
227
19
10
2,571
155
199
117
581
624
251
279
-
75
(2,281)
289
102,344
102,633
31st October 2022
Total funds
Year Ended
£
-
199
109
400
624
574
163
540
248
-
-
-
-
-
-
-
-
-
-
199
109
400
624
574
163
540
248
155
199
117
581
624
251
279
-
75
289
102,344
102,633

Page 1

St Just and St Mawes Heritage Group

Statement of Assets and Liabilities

Year Ended 31 October 2023

Investements
Ordinary Shares in Pomery's Ltd
Current Assets
Business Current Community Account
Business Savings Premium Account
Petty Cash
Loan to Pomery's Ltd
Liabilities
Creditors
Net Assets
Unrestricted funds
Revenue reserve
Restricted funds
Total funds
Notes
1
1
1
31 October 2023
£
50
50
4,241
30,933
7
68,000
103,181
-
-
103,231
103,231
103,231
-
103,231
31 October 2022 31 October 2022
£
50
50
3,883
38,695
5
60,000
102,583
-
-
102,633
102,633
102,633
-
102,633

Page 2

St Just and St Mawes Heritage Group

Notes to the Financial Statements for the Year Ended 31 October 2023

  1. The charity has loaned amounts, totalling £68,000 as at the year end, to Pomery’s Ltd, a company of which the charity owns 50% of the share capital.

Interest is accruing on the amounts outstanding in accordance with the agreed terms of the loan. As at 31[st] October 2023, this interest totalled £8,108. The interest receivable is not reflected in the financial statements as they are prepared on a receipts and payments basis.

  1. The Trustees believe that the value of any non-fixed assets not reflected on the statement of assets and liabilities totals no more than £100.

Page 3

INDEPENDENT EXAMINER’S REPORT TO THE TRUSTEES OF ST JUST AND ST MAWES HERITAGE GROUP

I report on the accounts of the Trust for the year ended 31 October 2023, which are set out on pages 1 to 3.

Respective responsibilities of members and examiner

The charity’s trustees are responsible for the preparation of the accounts. The charity’s trustees consider that an audit is not required for this year under section 144 of the Charities Act 2011 (the Charities Act) and that an independent examination is needed.

It is my responsibility to:

Basis of independent examiner’s report

My examination was carried out in accordance with the General Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the Charity and a comparison of the Accounts presented with those records. It also includes consideration of any unusual items or disclosures in the Accounts, and seeking explanations from you as trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is given as to whether the accounts present a ‘true and fair’ view and the report is limited to those matters set out in the statement below.

Independent examiner’s statement

In connection with my examination, no matter has come to my attention:

Colin Airey FCCA George Hay Partnership LLP Chartered Accountants

Brigham House High Street Biggleswade Bedfordshire

Dated: 03 March 2024

Page 4