## **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
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10
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12
13
14
15
16
17
18
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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)**|
|---|---|---|---|---|
||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||
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## – 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||