## **Trustees' Annual Report for the period** Period start date Period end date Day 01 Month 07 Year 2023 Day 30 Month 06 Year 2024 **From** **To** ## Section A Reference and administration details **Charity name** THE ELIZABETH HEATH CHARITY **Other names charity is known by Registered charity number (if any)** 214900 **Charity's principal address** MICKLEBARROW HOUSE, MICKLEBARROW HILL, AVERHAM NOTTS **Postcode NG23 5RS** ## **Names of the charity trustees who manage the charity** |1
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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)**| |---|---|---|---|---| ||DAVID ABRAHAM|MANAGING
TRUSTEE||THE TRUSTEES| ||SUSAN HIBBERT|TRUSTEE||THE TRUSTEES| ||SHARON MORRIS|TRUSTEE||THE TRUSTEES| ||MAUREEN PAGE|TRUSTEE||THE TRUSTEES| ||JOAN RIGGOTT|TRUSTEE||THE TRUSTEES| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| ## **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** 1 ## **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** 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. 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** 2 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 £22,344 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** 3 Section D Achievements and performance March **2012** **TAR** 4 ## Section D Achievements and performance Grants have been made during the year to the following:- **Summary of the main achievements of the charity** £5,000 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 £2,500 to Cornwater Evergreen who provide a range of services to facilitate the wellbeing and happiness of older people £2,500 to APTCOO who provide a range of information, advice and access to a flexible and tailored range of specialist services for children and young people with specialist educational needs and vulnerable groups £2,500 to Spectrum Wasp who provide support for parents and young people on the autistic spectrum with disabilities and special needs ## **Section E Financial review** March **2012** **TAR** 5 **Brief statement of the charity’s policy on reserves** The charity is in a very sound financial state and a further investment is to ne made in our NAACIF account in the near future ## **Details of any funds materially in deficit** ## **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)**
**Position (eg Secretary, Chair,**
**etc)**
**Date**||| |---|---|---| ||Sally Abraham|| ||TRUSTEE|| ||26 March 2025|| March **2012** **TAR** 6 THE ELIZA8EfH HEATH CHARITY Jul 2013- e 2024 HO￿elts Rent Le•aer8 (Nett R•ntal Incomel M & G Di¥idend$ Clarko Rer*t È1.800.(K) £38.414.93 £22,344.05 £8.A43.48 £89,W2.46 EXPEND HigDS InsuT3nce B•tt•r GardtnB P Marrbtt (Gardening) japan￿ KnoM*ed EON Electricity Mansfield DistriGI ￿nCIl Past Due Credit Blakes Charity Sentl a Child to Hucktsyw Porvand Colle99 Com%Yaler Evergreen Spe¢trum Wasp APTCO Amshou88AsBocL3tion MPR Gatss £2.1Y.38 £5,990.C¥J £2,228.45 £754.20 £409.40 £37.90 £408.46 £5,orpJ.00 £S.LKJO.Tr) £5.000.00 £2,5rpJ.00 £2,500.(K) £2,5￿.00 £407.00 £403.80 S.293.59 £107,010 07 £69,002.46 £138,015 87 £35,293.59 £140.718.94 AUTHORISED.... Sl9nature Date..... THE ELIZA8EfH HEATH CHARITY Jul 2013- e 2024 HO￿elts Rent Le•aer8 (Nett R•ntal Incomel M & G Di¥idend$ Clarko Rer*t È1.800.(K) £38.414.93 £22,344.05 £8.A43.48 £89,W2.46 EXPEND HigDS InsuT3nce B•tt•r GardtnB P Marrbtt (Gardening) japan￿ KnoM*ed EON Electricity Mansfield DistriGI ￿nCIl Past Due Credit Blakes Charity Sentl a Child to Hucktsyw Porvand Colle99 Com%Yaler Evergreen Spe¢trum Wasp APTCO Amshou88AsBocL3tion MPR Gatss £2.1Y.38 £5,990.C¥J £2,228.45 £754.20 £409.40 £37.90 £408.46 £5,orpJ.00 £S.LKJO.Tr) £5.000.00 £2,5rpJ.00 £2,500.(K) £2,5￿.00 £407.00 £403.80 S.293.59 £107,010 07 £69,002.46 £138,015 87 £35,293.59 £140.718.94 AUTHORISED.... Sl9nature Date.....