Trustees’ Annual Report for the period
From 1 September 2021 To 31 August 2022
Charity name: PETT LEVEL PRESERVATION TRUST
Charity registration number: 1164637
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | Preservation of 24 acres of land at Pett Level for the permanent benefit of the public and for general access |
| 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 |
Our Charity raises funds to preserve the land at Pett Level and to promote the breeding of wild birds, animals and insects which are harmless, beautiful or likely to become extinct |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | All Trustees of the Pett Level Preservation Trust are aware of 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 | - |
| Policy on social investment including program related investment |
Para 1.38 | - |
| Contribution made by volunteers |
Para 1.38 | - |
| Other | - |
Achievements and Performance
| SORP reference | ||
|---|---|---|
| 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 | Our Charity has raised money through memberships, donations and grants received. These monies are spent on routine land management activities including scrub clearance, mowing and maintaining pathways to ensure access and biodiversity. Periodic clearance of dense thickets of blackthorn, hawthorn, elder and bramble, is a management requirement under the terms of the site’s SSSI designation. |
Additional information (optional) You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | - |
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | - |
| Investment performance against objectives |
Para 1.41 | - |
| Other | - |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | At the financial year end the is a total of £18181 in the bank |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | The policy is to retain a minimum of £5000 as a Reserve fund for any unforeseen expenditure |
| Amount of reserves held | Para 1.22 | £5086 |
| Reasons for holding zero reserves |
Para 1.22 | - |
| Details of fund materially in deficit |
Para 1.24 | - |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | - |
| Additional information (optional) You may choose to include further statements |
Additional information (optional) You may choose to include further statements |
where relevant about: |
|---|---|---|
| The charity’s principal sources of funds (including any fundraising) |
Para 1.47 | - |
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | - |
| A description of the principal risks facing the charity |
Para 1.46 | - |
| Other | - |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | - |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | CIO – Foundation Registered 01 December 2015 |
| 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 | Candidates can approach any Trustee to express an interest, or apply in writing to the Chair. Suitability is discussed at a meeting and, if approved, a formal offer made by the Chair or Secretary |
Additional information (optional) You may choose to include further statements where relevant about:
| 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 |
Para 1.51 | - |
| Other | - |
Reference and Administrative details
| Charity name | PETT LEVEL PRESERVATION TRUST |
|---|---|
| Other name the charity uses | - |
| Registered charity number | 1164637 |
| Charity’s principal address | The Edge Toot Rock Pett Level, Hastings East Sussex TN35 4EN |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole **year ** |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| JOHN NEWTON | CHAIRMAN | |||
| ALEXANDRA DUTHIE |
||||
| KATRINA JULIAN | ||||
| MARTIN KING | ||||
| CLIFFORD DEAN | ||||
| KEITH SWALLOW | SECRETARY | |||
| THERESA NOUTCH |
||||
| SUSAN HARRIS | TREASURER | 13 January2022 | ||
| JOANNA FELTON | 11 March 2022 | |||
– 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)
Type of Name Address adviser
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 trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
| Signature(s) Full name(s) Position (eg Secretary, Chair, etc) Date |
||
|---|---|---|
| SUSAN JAYNE HARRIS | ALEXANDRA DUTHIE | |
TREASURER |
TRUSTEE | |
| 31 March 2023 31 March 2023 |
||
| 31 March 2023 |
Receipts & Payments Accounts
Year: 01/09/2021 31/08/2022 CIO Name: Pett Level Preservation Trust CIO Number: 1164637
| **Current Account ** | **Reserve Account ** | Total Cash funds | |
|---|---|---|---|
| Openingbalances | 17643 | 5021 | 22664 |
| Receipts 2021-22 | |||
| Fundraising | 75 | 5 | |
| Payments | 201 | ||
| Members & Donations | 3090 | 60 | |
| Grants | 1000 | ||
| Bank Interest | 1 | ||
| Receipts subtotal: | 4366 | 66 | |
| Asset & Investment sales | 0 | 0 | |
| Reciepts Total: | 4366 | 66 |
| Payments 2021-22 | Current Account | Reserve Account | Total Cash Funds |
|---|---|---|---|
| Insurance cover | 366 | ||
| Admin costs | 2667 | ||
| Land management | 2588 | ||
| info &publicity | 371 | ||
| Fundraisingcosts | 141 | ||
| projects | 1431 | ||
| Subtotal | 7564 | 0 | |
| Assest & Investments: Purchases - Scythe Mower |
1349 | ||
| Total Payments | 8913 | 0 | |
| Net of Receipts/(payments) | -4547 | 66 | |
| Balances at thisyear end | 13096 | 5087 | 18183 |
Assets & Liabilities
| Assets & Liabilities | |
|---|---|
| Other MonetaryAssets | 0 |
| Investment Assets | 0 |
| Assets's retained for PLPT own use |
1349 |
| Liabilities | 0 |
| Debts outstanding secured by charge on PLPT assets |
No outstanding debts |
| Potential liability associated with any outstanding guarantees given |
None given |
This Annual Financial Statement: Accurately reflects the accounts for the year Confirms that expenditures made align with PLPT objectives
| PLPT Trustees | |
|---|---|
| Name: Susan Harris | Signature: |
| Name: | Signature: |
| Date: 31 March 2023 |