## **Trustees' Annual Report for the period** 

Period start date Period end date 01 2021 31 December 2021 

January 2021 

**From** 

**To** 

## Section A                        Reference and administration details 

**Charity name** St Mary’s Totnes Heritage Trust 

**Other names charity is known by** Totnes Heritage Trust **Registered charity number (if any)** 1182256 **Charity's principal address** The Rectory Northgate Totnes, Devon **Postcode TQ9 5NX** 

Totnes Heritage Trust 

## **Names of the charity trustees who manage the charity** 


**----- Start of picture text -----**<br>
Name of person (or body)<br>Dates acted if not for<br>Trustee name Office (if any) entitled to appoint trustee<br>whole year<br>(if any)<br>6 Emily Price<br>5 Georgina Allen<br>4 James Barlow<br>7 John Anderson<br>1 John Birch Hon Chair<br>2 Lynne Birch Hon Secretary<br>8 Penny Martin<br>9 Susan Stabler<br>3 Zoe Shearman<br>10<br>11<br>12<br>13<br>14<br>15<br>16<br>17<br>18<br>19<br>20<br>**----- End of picture text -----**<br>


## **Names of the trustees for the charity, if any, (for example, any custodian trustees)** 

**Name Dates acted if not for whole year** 

March **2012** 

**TAR** 

1 



## **Names and addresses of advisers (Optional information)** 

**Type of adviser Name Address** 

## **Name of chief executive or names of senior staff members (Optional information)** 

## **Section B              Structure, governance and management** 

## **Description of the charity’s trusts** 

Type of governing document 

Constitution 

- (eg. trust deed, constitution) 

Trust How the charity is constituted 

- (eg. trust, association, company) 

By invitation (with unanimous agreement of the trustees) Trustee selection methods 

- (eg. appointed by, elected by) 

## **Additional governance issues (Optional information)** 

You **may choose** to include additional information, where relevant, about: 

- policies and procedures adopted for the induction and training of trustees; 

- the charity’s organisational structure and any wider network with which the charity works; 

- relationship with any related parties; 

- trustees’ consideration of major risks and the system and procedures to manage them. 

## **Section C                    Objectives and activities** 

March **2012** 

**TAR** 

2 



## **Summary of the objects of the charity set out in its governing document** 

**Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)** 

The conservation for the public benefit of the historically significant mediaeval parish church of St Mary’s in Totnes, and the outstanding heritage area around it and other sites of recognised heritage importance in Totnes. 

The Totnes Heritage Trust in partnership with the local parochial church council is planning to start the development phase of the St Mary’s Church Project in the April 2022. The building is urgently in need of repair and is on Historic England’s ‘At risk’ register. The Victorian floor tiles are breaking up, and the pews are on a timber platform built over shifting Victorian rubble. 

A recent architect’s report states: ‘ _It is now essential that the nettle of major works is grasped …the tiled floor repairs have been deemed most urgent since 2004….. It is my advice that the proper repair of the building can only be addressed with a programme of very substantial works, and it is appropriate that these should be considered along with changes to make the building more sustainable._ ’ 

Public consultations on the changes required in the church have taken place and there is universal support for the need for sympathetic change and enhancements that would bring better facilities to enable more use and improved accessibility together with a much need community facility in the centre of our town. 

During 2021 the Trust has endeavoured to raise awareness locally of the value of the building to the community through monthly local press releases, events in the church with local musicians and artists, organising a roadshow for the town with Exeter Cathedral to bring heritage of local interest from the cathedral to the church. In February 2021 the Trust launched a crowdfunding appeal that raised £20,000 towards the proposed works.  The Trust successfully applied for a grant from the government’s Culture Recovery Fund that enabled the church to carry out urgent external repairs.  In May the Trust ran a one week pop up shop in the centre of the town to publicise its work and sell a small range of merchandise and church tours and a church activity trail were run during the week. A short story competition, based on the Trust’s large Totnes Heritage Map based in the church was launched and ran successfully throughout the summer with a prize giving in the church in October. 

An internship was arranged in partnership with Plymouth University to catalogue the records and papers pertaining to the Victorian reordering of the church.  The work was carried out by a postgraduate historian and supervised by one of the trustees whose employment is as a curator of one of Devon’s largest National Trust properties. 

Plans were put in place for improvements to the St Mary’s Churchyard. 

The trustees have had regard to the guidance issued by the Charity Commission on public benefit 

March **2012** 

**TAR** 

3 



## **Additional details of objectives and activities (Optional information)** 

You **may choose** to include further statements, where relevant, about: 

- policy on grantmaking; 

- policy programme related investment; 

- contribution made by volunteers. 

March **2012** 

**TAR** 

4 



Section D                      Achievements and performance 

**Summary of the main achievements of the charity during the year** 

1. £20,000 raised from Crowdfunding campaign 

2. Extensive external urgent repairs carried out to St Mary’s Church as a result of the award from the government’s Culture Recovery Fund. 

3. In partnership with Totnes with Bridgetown PCC a major funding application was submitted to the National Lottery Heritage Fund for the St Mary’s Church Project 

4. An internship was arranged in partnership with Plymouth University to catalogue the records and papers pertaining to the Victorian reordering of the St Mary’s Church. 

5. Commissioned local landscape architect to draw up plans for improvements to St Mary’s Churchyard to enhance its use as a public space 

March **2012** 

**TAR** 

5 



## **Section E                    Financial review** 

The trust holds in reserve the funds it has raised as a **Brief statement of the** contribution towards the St Mary’s Church Project. These funds **charity’s policy on** have been placed in a designated savings account. **reserves** 

**Details of any funds materially in deficit** 

None 

## **Further financial review details (Optional information)** 

You **may choose** to include additional information, where relevant about: 

- the charity’s principal sources of funds (including any fundraising); 

- how expenditure has supported the key objectives of the charity; 

- investment policy and objectives including any ethical investment policy adopted. 

## **Section F                     Other optional information** 

## **Section G                    Declaration** 

**The trustees declare that they have approved the trustees’ report above.** 

**Signed on behalf of the charity’s trustees** 

**Signature(s)** John Birch **Full name(s)** John Percy Birch **Position (eg Secretary,** Chair **Chair, etc) Date** 13 May 2022 

March **2012** 

**TAR** 

6 



**St Mary's Totnes Heritage Trust** 

## **Income & Expenditure  Account for the St Mary's Totnes Heritage Trust For the year ended  31 December 2021** 

Registered Charity Number 1182256 

|**INCOME**|**2021**|
|---|---|
||**£**|
|Donations|**3892**|
|Donation Station|**3582**|
|Gift Aid|**3977**|
|Crowdfunder|**20029**|
|Events|**1106**|
|Grants|**6500**|
|Sales|**505**|
|Interest|**1**|
|Total income|39,593|
|**EXPENDITURE**||
|Donation Station|**203**|
|Totnes PCC|**961**|
|Trustee Expenses|**650**|
|Publicity|**425**|
|Merchandise|**424**|
|Printing|**730**|
|Consultants|**2,292**|
|Architect|**3,000**|
|Events Costs|**381**|
|Miscellaneous|**534**|
|Total expenditure|**9,601**|
|Surplus for the year|29,992|
|Balance 31 December, 2020|**1,156**|
|Balance 31 December 2021|**31,148**|
|**Balance sheeet for the Totnes Team Ministry as at 31 December 2021**||
||**2021**|
|**CURRENT ASSETS**|**£**|
|Balance at bank|**6,147**|
|Savings Account|**25,001**|
||**31,148**|
|J P Birch, St Mary's Totnes Heritage Trust Treasurer||
|31 January 2021||





## **t** 

2020 £ 1345 1004 - - 500 - - - 2,849 

186 168 180 4,000 495 

**5,029** -      2,180 3,336 1,156 

2020 £ 1,156 1,156 



|CHARIIY|TOMMISSION<br>lndependent||
|---|---|---|
|rOR INGLANDANDWALES<br>examiner's|||
||reportonthe||
||accounts||
|Report to thetrusteesof|St Mary's Totnes Heritage Trust||
|Onaccountsfor theyear|3l"tDecember2021<br>Charity no<br>1182256||
|ended|(if any)||
|Setout on pages|1||
|Respectiveresponsibilities|The charity's trustees are responsible for the||
|oftrusteesand examiner|preparationofthe accounts. The charity's trustees||
||consider that an audit is not required for thisyear||
||under section144 ofthe Charities Act 2011(the||
||Charities Act) and that an independent examination||
||isneeded.||
||Itis my responsibilityto:||
||.examine the accounts under section145 ofthe||
||CharitiesAct,||
||.to follow the procedures laid downinthe general||
||Directions givenbythe Charity Commission||
||(under section 145(5Xb)ofthe CharitiesAct,||
||and||
||.to state whether particular matters have come to||
||myattention.||
|Basisofindependent|Myexamination was carried outinaccordance with||
|examiner's statement|general Directions givenbytheCharity Commission.||
||An examination includes a reviewofthe accounting||
||records keptbythe charity and a comparisonofthe||
||accounts presented with thoserecords.lt also||
||includes consideration of any unusual items or||
||disclosuresinthe accounts, and seeking||
||explanations from the trustees concerning any such||
||matters.Theproceduresundertaken do notprovide||
||allthe evidence that would be requiredinanaudit,||
||and consequentlynoopinion is givenasto whether||
||the accounts present a 'true andfair'viewand the||
||report islimitedto those matters set outinthe||
||statementbelow||
|lndependent examiner's|ln connection with my examination, no material||
|statement|matters have come to my attention which givesme||
||cause to believe thatin,any materialrespect:||
||.accounting records were not kept in accordance||
||with section130 ofthe Charities Act or||
||.the accounts do not accord with the accounting||
||records||
||Ihave come acrossnoother mattersinconnection||
||with the examinationtowhich attention shouldbe||
||drawninorder to enable a proper understandingof||
||the accounts to bereached.||
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