## **Trustees' Annual Report for the period**
Period start date
Period end date Day 30 Month 06 Year 2023
Day 01 Month 07 Year 2022
**From**
**To**
## Section A Reference and administration details
**Charity name Other names charity is known by Registered charity number (if any)** 214900
THE ELIZABETH HEATH CHARITY
**Charity's principal address** MICKLEBARROW HOUSE, MICKLEBARROW HILL,
AVERHAM NOTTS **Postcode NG23 5RS**
## **Names of the charity trustees who manage the charity**
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Dates acted if not for whole Name of person (or body) entitled
Trustee name Office (if any)
year to appoint trustee (if any)
DAVID ABRAHAM MANAGING THE TRUSTEES
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TRUSTEE
2 SUSAN HIBBERT TRUSTEE THE TRUSTEES
3 SHARON MORRIS TRUSTEE THE TRUSTEES
4 MAUREEN PAGE TRUSTEE THE TRUSTEES
5 JOAN RIGGOTT TRUSTEE THE TRUSTEES
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**Names of the trustees for the charity, if any, (for example, any custodian trustees)**
**Name Dates acted if not for whole year**
March **2012**
**TAR**
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## **Names and addresses of advisers (Optional information)**
|**Type of adviser**|**Name**|**Address**|
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|**Name of chief executive or names of senior staff members (Optional information)**|||
## **Section B Structure, governance and management**
## **Description of the charity’s trusts**
TRUST DEED Type of governing document (eg. trust deed, constitution) TRUST How the charity is constituted (eg. trust, association, company) APPOINTED BY EXISTING TRUSTEES Trustee selection methods
- (eg. trust, association, company)
- (eg. appointed by, elected by)
## **Additional governance issues (Optional information)**
You **may choose** to include additional information, where relevant, about:
1.
- policies and procedures adopted for the induction and training of trustees;
- the charity’s organisational structure and any wider network with which the charity works;
- relationship with any related parties;
- 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
**Summary of the objects of the charity set out in its governing document**
2. To provide grants to organisations who support the young
3. To provide grants to young people for their development
March **2012**
**TAR**
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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 (Optional 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. This financial year income dividends amounting to £19,551 have been received.
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;
- contribution made by volunteers.
March **2012**
**TAR**
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Section D Achievements and performance
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## Section D Achievements and performance
Grants have been made during the year to the following:- **Summary of the main achievements of the charity** £10,000 to the James Henry blakes Charity which provides holidays to **during the year** 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
March **2012**
**TAR**
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## **Section E Financial review**
**Brief statement of the charity’s policy on reserves**
**Details of any funds materially in deficit**
The charity is in a very sound financial state and a further £50,000 is to be invested in our NAACIF account in the near future
## **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);
- how expenditure has supported the key objectives of the charity;
- 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)**
**Full name(s)** DAVID RODERICK ABRAHAM **Position (eg Secretary, Chair,** MANAGING TRUSTEE **etc)**
**Date**
March **2012**
**TAR**
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