Declarations
The trustees declare that they have approved the trustees, report above.
Slgned on behalf of the charlty's tru$te
Slgnature(s)
Full name(s)
Position (og Secrntary,
Chalr, etc)
Date
## **Trustees’ Annual Report for the period**
**From Period start date To Period end date**
## **Charity name:**
## **Charity registration number:**
## **Objectives and Activities**
||SORP reference||
|---|---|---|
|Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|**For the benefit of the inhabitants of**
**Appledore and the surrounding area**|
|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.|Para 1.17 and
1.19|**The current project is to restore a lifeboat**
**that previously served Appledore**
**between 1912 and 1923**|
|Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|**Confirmed**|
## **Additional information (optional)**
## You may choose to include further statements where relevant about:
SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers Other
## **Achievements and Performance**
||SORP reference||
|---|---|---|
|Summary of the main
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.|Para 1.20|**Work is ongoing in relation to the**
**lifeboat. She is currently housed in a**
**marquee where work by a skilled**
**shipwright takes place. Over the next two**
**years we hope to complete the**
**restoration at which time the lifeboat will**
**be made seaworthy and will be publicly**
**displayed. The restoration process will**
**involve local volunteers, apprentices and**
**enhance the retention of traditional skills.**
**Ultimately the restored lifeboat will**
**generate local interest in the maritime**
**heritage and drive economic benefit**
**through tourist interest.**|
|**Additional information (optional)**
You may choose to include further statements|**Additional information (optional)**
You may choose to include further statements|where relevant about:|
|---|---|---|
|Achievements against
objectives set|Para 1.41|**A local shipwright is carrying on**
**restoration work**|
|Performance of fundraising
activities against objectives
set|Para 1.41|**Grants have been received from local**
**trusts and councils sufficient to meet**
**current needs**|
|Investment performance
against objectives|Para 1.41|**Satisfactory**|
|Other|||
## **Financial Review**
|**Financial Review**|||
|---|---|---|
|Review of the charity’s
financial position at the end
of the period|Para 1.21|**Expenditure exceeded income, and it is**
**recognised that significant funds will**
**need to be raised to complete the project**|
|Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|**There is no specific policy in place, but**
**the trustees are anxious to maintain a**
**surplus of at least £5000**|
|Amount of reserves held|Para 1.22|**£5000**|
|Reasons for holding zero
reserves|Para 1.22|**n/a**|
|Details of fund materially in
deficit|Para 1.24|**n/a**|
|Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|**n/a**|
|**Additional information (optional)**
You may choose to include further statements|**Additional information (optional)**
You may choose to include further statements|where relevant about:|
|---|---|---|
|The charity’s principal
sources of funds (including
any fundraising)|Para 1.47|**Grants**|
|Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|**N/A**|
|A description of the principal
risks facing the charity|Para 1.46|**Inability to raise sufficient funds to**
**complete the project**|
|Other||**N/A**|
## **Structure, Governance and Management**
|Description of charity’s
trusts:||**For the benefit of the inhabitants of**
**Appledore and the local area**|
|---|---|---|
|Type of governing document
(trust deed, royal charter)|Para 1.25|**Trust deed**|
|How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|**CIO**|
|Trustee selection methods
including details of any
constitutional provisions e.g.
election to post or name of
any person or body entitled
to appoint one or more
trustees|Para 1.25|**By invitation**|
## **Additional information (optional)**
You may choose to include further statements where relevant about:
|Policies and procedures
adopted for the induction and
training of trustees|Para 1.51||
|---|---|---|
|The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51||
|Relationship with any related
parties|Para 1.51||
|Other|||
## **Reference and Administrative details**
|Charity name|Appledore Maritime Heritage Trust|
|---|---|
|Other name the charity uses||
|Registered charity number|1194252|
|Charity’s principal address|The Mount
Northdown Road
Bideford
EX39 3LP|
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## **Names of the charity trustees who manage the charity**
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20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year **|**Name of person (or body) entitled**
**to appoint trustee (ifany)**|
|---|---|---|---|---|
||Andrew Laugharne|Chair|||
||John Puddy||||
||David Avery||||
||Annemarie Munro||||
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– Corporate trustees names of the directors at the date the report was approved
## **Director name**
Name of trustees holding title to property belonging to the charity
**Trustee name Dates acted if not for whole year**
## **Funds held as custodian trustees on behalf of others**
Description of the assets held in this capacity
Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects
Details of arrangements for safe custody and segregation of such assets from the charity’s own assets
## **Additional information (optional)**
## **Names and addresses of advisers (Optional information)**
**Type of Name Address adviser**
## **Name of chief executive or names of senior staff members (Optional information)**
## **Exemptions from disclosure**
Reason for non-disclosure of key personnel details
## **Other optional information**
**Appledore Maritime Heritage Trust (Registered Charity1194252) Accounts 1[st] April 2023 to 31[st] March 2024 £ B/f 21374.15 Income Donations in memory of Richard Ker 682.41 Bideford Bridge Trust Grant 5000.00 Lloyds Bank compensation 20.00 5702.41 Expenses Chris Frisby renovation work on JHM III 4527.08 Grendle Enterprises container hire 1320.00 Website maintenance 216.00 Contribution to Richard Ker memorial bench 112.50 TTVS Annual subs 25.00 Association of Dunkirk Little Ships subs 25.00 Winter and Co Marine Insurance 1812.60 WDA Website transfer 360.00 8398.18 Excess expenditure over income (2695.77) Balance carried forward (1[st] April 2024) £21374.15 Less excess expenditure £2695.77**
Balance c/f
£18678.38