‘WaRtty Trustees’ Annual Report for the period COMMISS Period start date Period end date a A From To 

Section A 

## Reference and administration details 

Charity name THE ELIZABETH HEATH CHARITY 

Registered charity number {if any) | 214900 

Charity's principal address |MICKLEBARROW HOUSE, MICKLEBARROW HILL, |AVERHAM NOTTS 


**----- Start of picture text -----**<br>
|<br>**----- End of picture text -----**<br>


Names of the charity trustees who manage the charity 

, |DAVID ABRAHAM | MANAGING THE TRUSTEES TRUSTEE 2| SUSAN HIBBERT | TRUSTEE |——s—sisisé*dYS THE TRUSTEES 3 |SHARON MORRIS | TRUSTEE |ssts~s~s~—sSsSdTHE= TRUSSES 4| MAUREEN PAGE | TRUSTEE |ssts~—sSs*d= THE TRUSSES 5|JOANRIGGOTT | TRUSTEE |tttst~i‘i«‘sésSCSC‘*d= THE TRUSTEES A ( ty tis ee dL | Pe eee |e A ( Oo) MoE 1 A 1 4,0 CF GD ( 1 aOO 52 ON [nDUnNnnNnNSTNITI (nSEOSNNNSNUESNNNEEE USNR OO CGDO ao; fe Names of the trustees for the charity, if any, (for example, any custodian trustees) Dates acted if not for whole year 

TAR 

; 

March 2042 



Names and addresses of advisers (Optional information) 


**----- Start of picture text -----**<br>
||||||||
|---|---|---|---|---|---|---|
|Type of adviser|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|
|Type|of governing document|TRUST DEED|
|How the charity|is constituted|TRUST|
|Tike ECIesHET|EEE|APPOINTED|BY|EXISTING TRUSTEES|
|Additional|governance|issues|(Optional|information)|
|You may choose to|include|1.|
|additional|information,|where|
|relevant,|about:|

**----- End of picture text -----**<br>


- ® policies and procedures adopted for the induction and training of trustees; 

- e the charity’s organisational structure and any wider network with which the charity works; 

- e relationship with any related parties; 

- e trustees’ consideration of major risks and the system and procedures to manage them. 

## Section C 

## Objectives and activities 

1. To provide accommodation to the elderly at approximately 50% of the market rents 

Ssanti aie[out] f theueob[ salen] f th 2. To provide grants to organisations who support the young sererning aecwensnent 3. To provide grants to young people for their development 

TAR 

2 

March 2012 



The recently refurbished Almshouses on Nottingham Road, Mansfield provide accommodation for the elderly (70+) at approximately 50% of the market rate. Grants are provided to organisations who care for or support the development of young people. 

The Trustees have at all times due regard to the guidance issued by the Charity Commission on pubic benefit. 

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) 

## Additional details of objectives and activities (Optiona! information) 

The charity is very fortunate to be in good financial standing with £500,000 invested through M &G in the National Association of Almshouses Common Investment fund which provides approx. £25,000 of income in dividends. 

3 houses on Portland Street, Mansfield are rented out to give further income as are landholdings in the Mansfield area. 

You may choose to include further statements, where relevant, about: 

- ® policy on grantmaking; 

- ® policy programme related investment; 

- e contribution made by volunteers. 

TAR 

3 

March 2012 



Section D
Achievements and performance
TAR
klarth 2012

Section D Achievements and performance Summary of the main Grants have been made during the year to the following:| achievements of Smehanty £10,000 to the James Henry blakes Charity which provides holidays to 9 y young, disadvantaged children £5,000 to the Send a Child to Hucklow fund which provides holidays at Hucklow in Derbyshire for 11 year olds from disadvantaged families in Mansfield 

£5,000 to Portland College, Mansfield which provides both physical and mental wellbeing to young people 

TAR 

5 

March 2042 



Section E 

## Financial review 

The charity is in a very sound financial state and a further £50,000 is to Brief statement of the be invested in our NAACIF account in the near future charity’s policy on reserves 

Details of any funds materially in deficit 

## Further financial review details (Optional information) 

You may choose to include additional information, where relevant about: 

- e the charity’s principal sources of funds (including any fundraising); 

- e how expenditure has supported the key objectives of the charity; 

- e 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 siontinte| of leratan. | Full name(s)| DAVID RODERICK ABRAHAM Po Position (eg Secretary, Chair,|etc) MANAGING TRUSTEE Cl Date! 2 0| 3| 2023 

TAR 

6 

March 2012