Trustees' Annual Report for the period
Period start date Period end date Day Month Year Day Month Year From 01 04 2023 To 31 03 2024
Section A Reference and administration details
Charity name
Allies Mid Devon
Other names charity is known by
Registered charity number (if any) 1191381
Charity's principal address 61 Pinnex Moor Road Tiverton Devon Postcode EX16 6JZ
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (ifany) |
|
|---|---|---|---|---|---|
| Luis Gordon | Trustee, Vice Chair | Trustees and Committee | |||
| Jane Mulholland | Trustee, | ||||
| Names of the trustees for the charity, if any, (for example, any custodian trustees) | |||||
| Name | Dates acted if not for whole year | ||||
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Names and addresses of advisers (Optional information)
| Type of adviser | Name Address |
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
Constitution Type of governing document (eg. trust deed, constitution) Charitable Incorporated Organisation How the charity is constituted (eg. trust, association, company) Selected by Trustees and Committee, Trustee selection methods Appointed by Trustees (eg. appointed by, elected by)
Additional governance issues (Optional information)
You may choose to include additional information, where relevant, about:
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policies and procedures adopted for the induction and training of trustees;
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the charity’s organisational structure and any wider network with which the charity works;
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relationship with any related parties;
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trustees’ consideration of major risks and the system and procedures to manage them.
Section C Objectives and activities
Allies Mid Devon’s objectives are - Summary of the objects of the FOR THE PUBLIC BENEFIT IN TIVERTON, DEVON; AND THE charity set out in its SURROUNDING AREAS governing document (1) to promote the conservation, protection and enhancement of the built and natural environment (2) to promote the conservation, preservation, protection, development and enhancement of features of historic, archaeological, cultural or public interest.
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(3) to advance the education of the public in the architecture, archaeology, natural history, history, culture and geography of Mid Devon.
A 4 seat bench, the first element of a large project, has been purchased and will be installed in a local Park in the near future.
A further bench has been installed to replace one that had been well used but was no longer in a usable state.
The coffee mornings have continued to be popular, as a meeting point for local people who might otherwise be isolated, and also serves to introduce people to the Allies Mid Devon activities and aims.
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)
We have been able to support a nearby village with some warning signs for motorists to be aware of ducks on the road. This was a small project financially, but very important to the village.
Allies Mid Devon volunteer base continues to grow slowly and sustainably, alongside a small increase in committee members.
Statutory Declaration
The Trustees of Allies Mid Devon confirm that they have paid due regard to the guidance issued by the Charity Commission on public benefit in deciding what activities the charity should undertake.
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You may choose to include further statements, where relevant, about:
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policy on grantmaking;
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policy programme related investment;
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contribution made by volunteers.
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Summary of the main achievements of the charity during the year
Allies began the year with fortnightly sessions at the market with the bric a brac stall, alongside placing our collection pots strategically around town.
A new large project was identified, to be given high publicity and encourage local support. Allies aims to make targeted improvements in a popular local Park that have been requested by people in the area, but are outside the remit of the local council.
The number of market appearances was greatly reduced, in part forced by some extreme weather. A founding member who was key to the running of the market stall was hospitalised and died towards the end of the year, with the result that the last market session was in October 2023. Consideration will be given by the new committee and trustees about reviving the market events, or identifying and actioning alternative funding streams.
Allies Mid Devon have continued their monthly coffee mornings, and despite increases in venue hire cost, these showed a small profit. The coffee mornings are gradually introducing more people to Allies, and felt to be worthwhile.
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Section E TAR Financial review Maich 2012
Brief statement of the charity’s policy on reserves
Allies Mid Devon aims to generate and maintain a balance which is sufficient:
to preserve the financial viability of the Charity in the event that unforeseen and/or unavoidable circumstance precipitate a short-term fall in its income;
to enable the Charity, in the interests of meeting its objectives, to undertake from time to time the setting up of new and innovative projects on a pilot basis to demonstrate the viability and potential benefits of such activities.
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);
All Trustees act in a voluntary capacity and receive no remuneration or other material benefits from their services to the Charity.
Out-of-pocket expenses necessarily and reasonably incurred by Trustees and volunteers in promoting the purposes of the Charity are reimbursed at cost.
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how expenditure has supported the key objectives of the charity;
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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)
Jane Alison Mulholland Full name(s) Luis Richard Alun James Gordon Position (eg Secretary, Chair, Trustee, Vice Chair Trustee etc) Date 23.04.2024
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