Registered number: 01331300 Charity number: 274366 SUSSEX HERITAGE TRUST LIMITED (A Company Limited by Guarantee) UNAUDITED TRUSTEES. REPORT AND FINANCIAL STATEMENTS FOR THEYEAR ENDED 31 DECEMBER 2024 SUSSEX HER￿AGE TRUST uMrrED IA Company Limited by Guarnntee) coKrEpirs Page Reference and administratfve details of the charity. Fts trustees and advisers Trustees. report Independent examinevs report ststement of financial activitles Balance sheet Notes to the financial statsments 9-17 SUSSEX HERrrAGE TRUST LIMrrED IA Company Llmited by Guarantee) REFERENCE AND ADMINISTRATIVE DETAILS OF THE COMPANY. ITS TRUSTEES AND ADVISERS FOR THE YEAR ENDED 31 DECEMBER 2024 Trustees D N Cowan, Chairrrran J N Whitrnore. Vice ChainTAn C V Anson. V A M Back- apwinted 23 January 2024 L S Chan- appointed 21 January 2025 S Chapman, J E T Cooper R N CrooK G L Flight- appointed 29 April 2025 C S Homan- retired 29 April 2025 N S Jones. R D B Pailthorpe J R Pavey- appointed 29 April 2025 G Peters, - retired 24 September 2024 S C Ward, rebred 24 September 2024 V A G Wlliams.- retired 24 September 2024 Patrons Lord Egremont (President) N H Clutton OBE J C Small Rt Hon Lord Lloyd of Be￿Ck The Lady Renton of Mount Harry C Gebbie OBE V Hancock ACHJohns J D Godfrey N J Holland Company registered number 01331300 Charity registered number 274366 Registsred office Room 42 Chichester Enterprise Centre. Temiinus Road. Chichester. West Sussex, P019 8FY Company s¢¢retsry C S Homan- retired 29 April 2025 G L Flight- appointed 29 Apttl 2025 Independent Examiner LTS Accounting Hillside Crossbush Amndel BN18 9PQ Page 1 SUSSEX HERITAGE TRUST LIMITED (A Company Limited by Guarantee) TRUSTEES. REPORT FOR THE YEAR ENDED 31 DECEMBER 2024 The Trustees present their annual report togetherwilh the finanryal Statements for the year 1 January 2024 to 31 December 2024. The Trustees confimi that the Annual Report and financial statements of the company comply with the current ststutory requirements, the requirements of the company's goveming document and the provisions of the Statement of Recommended Praclice ISORP). applicable lo charities preparing their accounts in accordance with the Financial ReForbng Slandard applicable in the UK and Republic of Ireland (FRS 1021 (effective 1 January 20191. Since the company qualifies as small under section 383, the Strateg￿ report reqUI￿d of medium and large companies under The Companies Act 2006 {Strategic Report and Difectorfs Report) Regulations 2013 is not required. Objectives and Activities a. POLICIES AND OBJECTIVES In setting objectives and planning for 2¢tivrbes. the Trustees have gNen due consideration to general guidance published by the charity commission relatsng to public benefft and in particular to its supplementary public benefit guidance as to deciding what activth.es the trust shwld undertake. b. ACTIVITIES FOR ACHIEVING OWECTIVES The Trust is principalty engaged in preserving, improving and encouraging the appreciatton of the architectural and natural heritage in the counb.es of East and West Sussex. c. ACHIEVEMENTS AND PERFORMANCE Sussex Heritage Trust is a registered chanty estsblished in 1977 to preseNe, improve and encourage the appreciation of the architectural and natural land9￿Fe of Sussex. INe do this by: Recognising and Ce￿brating high qualty ￿nSeNatIOn. restoration and new build projects in Sussex Taking a strategic interest in Su&sex building and lands(3pe conservation issues Highlighting. surveying. and reporting on Buildings at Risk Working with govemment agencies, I￿al authorthes. and CLsmmunty groups on heritage projects Offering relevant eduCat￿nal Op￿rtUnI￿eS for young people based in Sussex d. CHAIRMAN'S REPORT We started the year with exalted company and an ecdestastscal flavour when we launched the 2024 Awards at St Michael and all Angels church in Berwick. The church was the deserved winner of both an Award and the inaugural Eco Award in 2023 forthe cOnse￿ation work which incorporated ground sourced heating into the fabric restoration. We were honoured with the preseft￿ ofAndrew Blacknian, the Lord Lieutenant of East Sussex and Richard Bickersteth, the High Shertff of East Sussex. 60 guests were treated to a f8￿illating exposition of the works by the Rev Peter Blee. The event was generousty sponsored by Toovey's Aucb"oneers. In the late spring Lord and Lady Egremont allowed us a private tour of their gardens, lead by Lady Egremont. The tourwas a sell out and raised much needed fvnds for the Trust As part of the Taster Day programme we enlisted Leanne O'Boyle to support this training programme. She joined us from the Sussex Archeological Society to set up the Taster Day pilot in June. As part of the programme to involve the wider construction community in this skills programme we held a Construction Industry breakfast with our educztion partners. the Chichester College Group. who host the event in the college. The resuS1ing enthusiasm lead lo offers of support from a number of construction companies. Page 2 SUSSEX HER￿AGE TRUST LIMITED (A Company Limited by Guardntee) TRUSTEES. REPORT (continued) FOR ThE YEAR ENDED 31 DECEMBER 2024 The Taster Day itself offered up to 40 youngsters, already training on construction courses, to experience trades and skills not included in a mainstream prospectus, such as handmade bricks, green timber jointing, hurdle making and wattle and daub. In earty May we joined Gravetye head gardener, Tom Coward for a trip around their fabulous gardens. Ourthanks to Celine Leslie, of Gravetye. who arranged the visiL The Awards themselves try)k pLace in Lancing College Chapel as part of a series ofevents to mark the College's 175th Anniversary. 260 guests joined West Sussex's Lord Lieutenant Lady Emma Bamard to hear a description of the completion of the West End of the thapel by Jenney Tomlinson the Steward. Our thanks to Jeremy for n?king the event possible as well as to Headline sponsor Imft Mitchell. The Trust, working wrth Heritage Crafts fijnded East Sussex based Joseph Lancaster on a lime plastering course at Ty-mawr Lime and Carrington Lime. We were fortunate to obtain the services of Lucy Archer, to talk atKtrut the revered architect Raymond Erith, who, among other things, redesigfted 10 Downing Street after the War. Lucy is both his daughter and biographer. The venue was Bentley Fam, one of his three commissions in Sussex and redesigned for Gerald and Mary Askew. Guests enjoyed a tour of the building and a three (x)urse lunch before sething down lo leam about his life and career. Our thanks to Ingrid Christopherson for pernission to use the propety and Cowan Architects for their sponsorship. To round off the year the Trus( in conjunction with the Chichester Community Development Trust held a "Treasures Unveiled" evening in November, where aUCb"on￿r Rupert Toovey captivated his audience by identifying, describing and valuing a number of items brought by guesls. The event was held in the Graylingwell Chapel in Chichester and was sponsored by RwAm￿trOng. TcKJvey's and FlInt1￿k Ltd. The Trust has beneffted enomKsusty from sponsorship over Ihe year with the list tw long to recount here. Our thanks to all our sponsors who Continue to supwrt the imp)rtant work we do. Our Trustee Board has been strengthened by the aThival of W￿0(1a Back. MD of RH & RW Clutton and James Pavey, a director at Irwin Mitchell. Lastly I must acknowledge the hard Work ofthe office team. Helen, Hannah and K2tya without whom none ofthis would be possible. Fsnancial rnvi•w . REWEW OF ACTV4￿lEs Thère was a loss this year of£17,5￿(2￿L3- wofft£14.557). b. INVESTMENT POUCY AND PERFORMANCE The charrty holds rm) irwestrnènts exc£pt as desoited as Legacy Assels in note 1.16. c. GOING CONCERN After making appropriate enquiries, the trustees have a reasonable e>￿￿3t￿)n that the (￿panY has adequat¢ reSoU￿S to continue in operalii)nal existence forthe foreseeable fvture. Forthi5 reason, they coniinue to adoptthe going COn￿rn basis in preparing the financial ststetnents. Further details regarding the adoption of the going concern basis can be found in Ihe Accounting PolicAes. Page 3 SUSSEX HERITAGE TRUST LIM￿ED (A Company Limited by Guardnteel TRUSTEES. REPORT {contsnued FOR THE YEAR ENDED 31 DECEMBER 2024 d. RESERVES POUCY It is Il* poli¢y of the trust that f( should maintain Unrestrict￿ fvnds that have not been designaled for a speufic purpose at a levèl equivalent lo srx months of expendriure, taking into cx)nsideratKJn the trusfs ￿year adivity cyde. The Trustees consider that reserves of this level will ensure that in the event of a svJnTficant drop in fvnding theywill be able to continue the Trust's current acbvities whilst consideRtion is gNen lo ways in which ac*vty can be continued and additional fvnds may be raised. The Tnjstees considerthe Present level and reseNes lo be adequ* in this res Structure, goveman¢e and rnanagement . CONSTITUTION The company 1$ registered as a tharilable company fimitgj by guarantee and was constituted by a Trust Deed on 23 Seplernber 1977 and is a registered charrty {number 274￿81. The prinrApal object of the company is to preser¥e. imFwo¥e and enc￿rage the apweuation of the arthiterlural aThJ natural heTilage in the counties of East and West Sussex. b. METHOD OF APPOINTMENT OR ELECTION OF TRUSTEES The management of the company is the responsibilty of tr* Tnjslees are deded and co-opted under the terms of the Artides of A&soriab"on lo meetthe needs of the Trl c. ORGANISATIONAL STRUCTURE AND DECISION MAKING The charity is a company limited by guarantee. The Trust considers the Charrty Govemance Code for smaller chartties the principles and recommended pra(*ce tt sets OUL d. RISK MANAGEMENT The Trustees have assessed the major risks to whith the company is exposed, in paTtioJlar those relale(J lo the <4)eralsons and finances ofthe company and are satisfi&J that systems and procedures are in place to rn￿gate ourexposure lo the major risks. FUTURE DEVELOPMENTS The tharity has sufficient resour￿ for the foreseeat4e ftrture arky devdopmenl plans Ix)ntiftuè. The expansion of our apprenti￿ and endangered crafis sd)eme ￿￿11 continue to be developed through new partnerships wrth lo(21 like-minded organisalions. ￿ arè exploring erthuragwvJ environmental cortsideratk)ns and improvements through oui planned work. FUNDS HELD AS CUSTODIAN There are no funds hekl as ct*todKan. Page 4 SUSSEX HERtrAGE TRUST LIMTfED (A Company Limited by Guarantee) TRUSTEES. REPORT (conlinued) FOR THE YEAR ENDED 31 DECEMBER 2024 MEMBERS. UA8ILrrY The Members of the o)mpany guarantee to ujntritrxrte an amunt not ex¢eethng £10 to the assets of Ihe charity in the event of wnding UP None ofthe Members has any benefiaal interest in the company. AJI of the TTU5tee5 are Member5 of the ￿mpanY. This report was aFgroved by the Tft￿. on j4lJ< and sI9￿d their t￿￿lf by: G L Fltght Company Secyetary Page 5 SUSSEX HERtrAGE TRUST uiirrED IA Company Limited by Guarantee) INDEPENDEKf EXAMINERE REPORT FOR THE YEAR ENDED 31 DECEMBER 2024 INDEPENDEKt EXAMINER'S REPORTTO THE TRUSTEES OF SUSSEX HERITAGE TRUST LIMITED Ithg '¢ompany? l to the c￿rIty Trust¢es on my examination of the accounts of the company for the year ended 31 December2024. RESPONSIBILITIES AND BASIS OF REPORT As the Trustees of the ￿MpanY land fs directors for the purposes of company law) you are responsib￿ for the preparation of the accounts in accordarKe with the requirements ofthe Companies Act 2006 lkne 2006 ACY). Having satisfied myseff that the accounts of the company are not reqLFired to be audited under Part 16 of the 2006 Art and are eligible for in(lependenl examination, I reFQrt in respect of my examination of the company's accounts carried out under section 145 of the Charibes Act 2011 Cthe 2011 ACY). In 12rrying out my examinatKJn I have follcfyyed the Directions gtven by the Charity Commission under section 145(5llbl of the 2011 ACL INDEPENDEKf EXAMINER'S STATEMENT I have completed ry examirRtton. I can confimi that no matter5 have come to my attenbon in ￿llnection with the examination giving me cause to believe.. accounting records ￿re not kept in r&sFeCt of the company as required by section 386 of the 2006 Act. or the accounts do not accord w5th those re¢ords", Ix the accounts do not comply wtrt the accounting requirements of section 396 of the 20C6 A¢1 other than any requiiement th* the a￿UnIS gNe a Ynje and VFew which is not a rnatter consi(Jered as part of an independent examination= or the accounts have not been prepared in aC￿rdanCe with the methods and principles of the Statement of Recommended Practi¢e for aceounting and reporting by charithes lapplicable to charEtEs preparing their 8¢¢ounts in accordance with the Reporting Standard applicable in the UK and Republic Ireland IFRS 10211 I have no concems and have Come a(xoss no other matters in connection with the examination lo which attention should be drawn in this report in other to enable a proper understanding of the a¢￿U￿ts to be reached. Dated. o&19 JQ L Taylor-stoakes Hillside Crossbush Arnndel West Sussex. BN18 gPQ Page 6 SUSSEX HER￿AGE TRUST LIMrrED (A Company Limited by Guardntee} STATEMENT OF FINANCIAL ACTivmES INCORPORATING INCOME AND EXPENDITtr