## **Trustees’ Annual Report for the period**
From 06/03/2019, Period start date, to 31/01/2020, Period end date
## **Reference and Administrative details**
**Charity name:** DEVON HERITAGE TRUST
**Charity registration number:** 1184206
**Charity’s principal address:** Unit 3, 5 West Street, Okehampton, EX20 1HQ
## **Objectives and Activities**
|Summary of the purposes of
the charity as set out in its
governing document|TO PRESERVE, MAINTAIN, AND ENHANCE HERITAGE SITES IN TORQUAY
AND THE TORBAY AREA FOR THE BENEFIT OF LOCAL PEOPLE AND THE
NATION AT LARGE, AND TO ADVANCE THE EDUCATION OF THE PUBLIC
REGARDING THE HISTORICAL, ARCHITECTURAL AND NATURAL HERITAGE
WITHIN THE SITES IN THE FORM OF BUILDINGS OF PARTICULAR
HISTORICAL AND ARCHITECTURAL INTEREST, ART AND ARTEFACTS,
GARDENS AND DESIGNED LANDSCAPE.|
|---|---|
|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.|COVID
HAS
RESTRICTED
ALMOST
ALL
EDUCATIONAL
AND
ARCHITECTURAL WORK DURUNG THE GIVEN PERIOD.|
|Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|ALLTRUSTEES ARE AWARE OF THE GUIDANCE ON PUBLIC BENEFIT
ISSUED BY THE CHARITY COMMISSION AND WE MAKE EVERY EFFORT TO
ABIDE BY THIS IN THE CONDUCT OF OUR BUSINESS. WHERE AS A NEW
CHARITY WE HAVE HAD ANY UNCERTAINTY WE HAVE SOUGHT GUIDANCE
FROM THE CHARITY COMMISSION AND/OR ERRED ON THE SIDE OF
CAUTION.|
1
## **Achievements and Performance**
DURING THE PERIOD, THE CHARITY HAS BEEN FORCED TO BE EFFECTIVELY DORMANT. ONLY RECENTLY HAVE THE TRUSTEES Summary of the main RESTARTED ACTIVITIES. 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.
## **Financial Review**
|**Financial Review**||
|---|---|
|Review of the charity’s
financial position at the end
of the period|THE CHARITY’S FINANCES ARE HEALTHY AND WILL CONTINUE TO
REMAIN SO. THE CHARITY HAS NOT CLAIMED ANY GRANT MONIES OR
GOVERNMENT ASSISTANCE.|
|Statement explaining the
policy for holding reserves
stating why they are held|WHILE WE HAVE NO FORMAL RESERVES POLICY, WITH THE AGREEMENT
OF ALL TRUSTEES WE HAVE KEPT SOME FUNDS IN RESERVE UNTIL THE
POST COVID RESTART.|
## **Structure, Governance and Management**
|**Structure, Governance**|**and Management**|
|---|---|
|Description of charity’s
trusts:||
|Type of governing document|CONSTITUTION|
|How is the charity
constituted?|CIO|
|Trustee selection methods
including details of any
constitutional|APPOINTED BY EXISTING TRUSTEES, HAVING REGARD TO APPROPRIATE
SKILLS, KNOWLEDGE AND EXPERIENCE. ALL SUCCESSFULLY DBS
CHECKED.|
2
## **Names of the charity trustees who manage the charity**
|1
2
3|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of**
**person (or**
**body) entitled**
**to appoint**
**trustee (ifany)**|
|---|---|---|---|---|
||DAVID VED PARKASH|SECRETARY|||
||NITYA HOBBS|TREASURER|||
||DOMINIC WIGHTMAN|CHAIR|||
## **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**
**Date**|||
|---|---|---|
||
**DAVID VED PARKASH**|**DOMINIC WIGHTMAN**|
||SECRETARY|CHAIR|
||22.10.2021||
||22.10.2021||
3
## RECEIPTS AND PAYMENTS ACCOUNTS FOR
**DEVON HERITAGE TRUST, CHARITY NUMBER 1184206** FOR THE PERIOD 06/03/2019 – 01/12/2020
## **RECEIPTS**
||**Unrestricted**
**funds**
**to**
**the**
**nearest**
**£**
**(02/07/2019 to 01/12/2020)**|
|---|---|
|Donations|23400|
|Cash Funds This Year End|Nil|
|Cash In Hand|Nil|
|**Total Receipts**|**23400**|
## **PAYMENTS**
|**PAYMENTS**||
|---|---|
|Equipment Costs|230|
|Admin – Legal & Professional|210|
|Printing& Postage|340|
|Premises Costs|2200|
|Miscellaneous|467|
|||
|**Total Payments**|**3447**|
|||
|**Net of receipts/payments**
**overperiod**|**19953**|
**Signed on behalf of all the trustees**
|**Signature(s)**
**Full name(s)**
**Position**
**Date**|||
|---|---|---|
||
**DAVID VED PARKASH**|**DOMINIC WIGHTMAN**|
||SECRETARY|CHAIR|
||22.09.2021||
||22.09.2021||