2023-12-01-accounts

Trustees’ Annual Report for the period

From 02/12/2022, Period start date, to 01/12/2023, Period end date

Reference and Administrative details

Charity name: DEVON HERITAGE TRUST

Charity registration number: 1184206

Charity’s principal address: 4 Swan Yard High Street Honiton Devon EX14 1LN

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.	THIS PERIOD WAS A LEAN PERIOD WHEN THE CHARITY WAS MOSTLY DORMANT ALTHOUGH SOME WORK WAS ACHIEVED STUDYING PLANNING PROPOSALS AND HOLDING DEVELOPERS TO ACCOUNT IN THE TORBAY AREA IN RELATION TO PROTECTED SITES.
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.

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Achievements and Performance

THIS PERIOD WAS A PERIOD WHEN THE CHARITY WAS MOSTLY DORMANT ALTHOUGH SOME WORK WAS ACHIEVED STUDYING PLANNING Summary of the main PROPOSALS AND HOLDING DEVELOPERS TO ACCOUNT IN THE TORBAY achievements of the charity, AREA IN RELATION TO PROTECTED SITES. identifying the difference the PLANNING FOR ASSISTANCE WITH SOME CHURCH RESTORATION CAMPAIGNS WAS ACHIEVED. 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.

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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)
	JAMES FLANAGAN	CHAIR	From May 2023
	NITYA HOBBS	TREASURER
	DOMINIC WIGHTMAN	CHAIR	Up to May 2023

Declarations

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

Signed on behalf of the charity’s trustees

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Signature(s)
NITYA HOBBS
Full name(s)
Position TREASURER
Date
12.09.2024
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RECEIPTS AND PAYMENTS ACCOUNTS FOR

DEVON HERITAGE TRUST, CHARITY NUMBER 1184206 FOR THE PERIOD 02/12/2022 – 01/12/2023

RECEIPTS

	Unrestricted funds to the nearest £ (02/12/2022 to 01/12/2023)
Donations	1142
Cash Funds This Year End	Nil
Cash In Hand	21989
Total Receipts	21989

PAYMENTS

PAYMENTS
Equipment Costs	Nil
Admin – Legal & Professional	Nil
Printing& Postage	67
Premises Costs	Nil
Miscellaneous	34
Total Payments	Nil
Net of receipts/payments overperiod	21888

Signed on behalf of all the trustees

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Signature(s)
NITYA HOBBS
Full name(s)
Position Treasurer
Date
12.09.2024
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