## **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.|
1
## **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.|
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)**|
|---|---|---|---|---|
||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**
**----- Start of picture text -----**
Signature(s)
NITYA HOBBS
Full name(s)
Position TREASURER
Date
12.09.2024
**----- End of picture text -----**
3
## 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**
**----- Start of picture text -----**
Signature(s)
NITYA HOBBS
Full name(s)
Position Treasurer
Date
12.09.2024
**----- End of picture text -----**