2022-12-01-accounts

Trustees’ Annual Report for the period

From 02/12/2021 - 01/12/2022

Reference and Administrative details

Charity name: DEVON HERITAGE TRUST

Charity registration number: 1184206

Charity’s principal address: 4 SWAN YARD, HONITON, DEVON EX14 1LN

Objectives and Activities

Summary of the purposes TO PRESERVE, MAINTAIN, AND ENHANCE HERITAGE SITES IN TORQUAY AND THE TORBAY AREA FOR THE BENEFIT OF LOCAL of the charity as set out in PEOPLE AND THE NATION AT LARGE, AND TO ADVANCE THE its governing document 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 LIAISON WITH CHURCH RESTORERS. PLANNING REPRESENTATIONS. activities in relation to REVIEWING LATEST DEVELOPMENT ACTIVITIES IN AREAS OF those purposes for the DESIGNATED INTEREST. public benefit, in particular, PUBLIC DISCUSSIONS & MEETINGS. the activities, projects or services identified in the accounts.

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Statement confirming ALLTRUSTEES ARE AWARE OF THE GUIDANCE ON PUBLIC BENEFIT ISSUED BY THE CHARITY COMMISSION AND WE MAKE EVERY EFFORT whether the trustees have TO had regard to the ABIDE BY THIS IN THE CONDUCT OF OUR BUSINESS. WHERE AS A NEW guidance issued by the CHARITY WE HAVE HAD ANY UNCERTAINTY WE HAVE SOUGHT Charity Commission on GUIDANCE FROM THE CHARITY COMMISSION AND/OR ERRED ON THE public benefit SIDE OF CAUTION.

Achievements and Performance

LIAISON WITH CHURCH RESTORERS. PLANNING REPRESENTATIONS. Summary of the REVIEWING LATEST DEVELOPMENT ACTIVITIES IN AREAS OF main achievements DESIGNATED INTEREST. of the charity, PUBLIC MEETINGS. 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

Review of the charity’s THE CHARITY’S FINANCES ARE HEALTHY AND WILL CONTINUE TO REMAIN SO. THE CHARITY HAS NOT CLAIMED ANY GRANT MONIES financial position at the OR GOVERNMENT ASSISTANCE. end of the period Statement explaining the WHILE WE HAVE NO FORMAL RESERVES POLICY, WITH THE AGREEMENT OF ALL TRUSTEES WE HAVE KEPT SOME FUNDS IN policy for holding RESERVE. reserves stating why they are held

Structure, Governance and Management

Description of charity’s N/A trusts: Type of governing document[CONSTITUTION]

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How is the charity CIO constituted?

Trustee selection methods APPOINTED BY EXISTING TRUSTEES, HAVING REGARD TO APPROPRIATE SKILLS, KNOWLEDGE AND EXPERIENCE. ALL including details of any SUCCESSFULLY DBS CHECKED. constitutional

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(if any) **
	JAMES FLANAGAN	CHAIR	FROM MAY 2023
	NITYA HOBBS	TREASURER
	DOMINIC WIGHTMAN	CHAIR	TO MAY 2023

Declarations

Signature(s)

Full name(s) Position Date

NITYA HOBBS TREASURER + TRUSTEE 30.09.2023

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RECEIPTS AND PAYMENTS ACCOUNTS FOR DEVON HERITAGE TRUST, CHARITY NUMBER 1184206 From 02/12/2021 - 01/12/2022

RECEIPTS

RECEIPTS
	Unrestricted funds to the nearest £ From 02/12/2021 - 01/12/2022
Donations	1000
Cash Funds This Year End	Nil
Cash In Hand	20953
Total Receipts	20953

PAYMENTS

	Unrestricted funds to the nearest £ From 02/12/2021 - 01/12/2022
Equipment Costs	Nil
Admin – Legal & Professional	Nil
Printing & Postage	Nil
Premises Costs	Nil
Miscellaneous	153
Total Payments	Nil
Net of Receipts Payments Over Period	20800

Signature(s) Full name(s) Position Date
	NITYA HOBBS
	Treasurer
	30.09.2022