## 

## 

## 

|ObjectivesandActiviti|es||
|---|---|---|
||SORP reference||
|Summary ofthepurposesof|Pa.a1.17|Toadvance theeducation of thepublicof|
|the charityassetoutinits||Saltash,Cornwall andthe surroundingarea|
|governingdocument||bytheprovisionofamuseumin Saltash|
|||housing acollection ofitems relating tothe|
|||historyofSaltash.|
|Summaryofthemain<br>activitiesin relation tothose|Para1-17and<br>'1.19|SaltashHeritageencompassesbotha<br>Museum and LocalHistoryCentre. The|
|purposes forthepublic||Museumfeaturespermanent exhibits as|
|benefit, in particular,the||well asrotating exhibits based onan|
|activities, projectsor||annualtheme. TheLocal History Centre|
|services identifiedinthe||boasts a collectionofpersonal|
|accounts.||memorabilia,such asphotographs and|
|||familyrecords. The exhibitsaremade upof|
|||itemsfrom SaltashHeritage's own|
|||collection, aswell asitems loaned from|
|||othermuseums and members ofthepublic.|
|||SaltashHeritage aimsto acquireand|
|||display to thegeneralpublic items linked to|
|||Saltash'shistory andinheritance,aswellas|
|||items linked tothegeneral surrounding|
|||area.|
|||The Museum is open tothe generalpublic|
|||between Aprilto November.Entrance to|
|||theMuseumisfree,andtheMuseum also|
|||provides an optiontobook private visitsfor|
|||groupsofindividuals.TheLocal History|
|||Centreisopenthroughouttheyearlimited|
|||toseveralweekdays,and appointments to|
|||visitcanbe booked by contacting the|
|||facilitythroughthe detailsprovided ontheir|
|||website. Collections encompass25,000|
|||photographs, 300 local maps, and over|
|||30,000 documents.Theseresources areall|
|||made available tothepublic. Saltash|
|||Heritage alsodisplayscommitment to|
|||acquiringnew itemsfor exhibitthrough|
|||purchase at auctions.|





|Statementconfirming|Para1.18|The public benefit ofthecharitywillbe:-|
|---|---|---|
|whether thetrusteeshave|||
|had regard to theguidance||1.Toprovide orassistinlheprovision|
|issuedbythe Charity||ofsuitable premisestohouse the|
|Commissiononpublic||museum whichshallbe open tothe|
|benefit||publicfornot lessthanninetydays|
|||eachyearincludingweekendsand|
|||public holidays;<br>2.To arrange and providefororjoinin|
|||arrangingand providing for the|
|||holdingof exhibitions,meetings,|
|||lectures,seminarsand training|
|||courses;|
|||3.Toprocuretobewritten andprint,|
|||publish, issue andcirculate|
|||gratuitouslyorotherwisesuch|
|||papers,books,periodicals,|
|||pamphletsorotherdocuments or|
|||filmsas shallfurther the charity's|
|||goals;|
|||4.Toraisefundsandtoinvite and|
|||receive contributionsfromany|
|||personorpersonswhatsoeverby|
|||wayofsubscription,donation and|
|||otherwiseprovidedfor thepurpose|
|||of furthering thegoalsofthecharity|
|||towardseducationandpersonal|
|||edification of thegeneralpublic.|
|||We engagewith thelocalpublicby|
|||employingateamofvolunteerstostaffthe|
|||museum and provide relevant guidance|
|||andinstructiontomembersofthepublic.|
|||Volunteering is anopportunityavailable to|
|||allmembersofthepublic andthe|
|||applicationformcanbefoundon the|
|||charity website.|
|||We will complytothe guidelinesprovided|
|||byArts CouncilEnglandtoensurethat our|
|||work continuestosupport our goalofpublic|
|||engagement and education within the|
|||Saltasharea.|





||||Themuseumreceivessupportfrom 40|
|---|---|---|---|
||Para|1.38|volunteers,who areintegral in providing|
|Contributionmadeby|||assislanceinthedailyrunning of the|
|volunteers|||museum and local historycentre,aswellas|
||||any associatedcommunity activitieshosted|
||||attheaforementioned locations.|
||||Not applicable.|
|Other||||



## 

|chievements and Per|formance||
|---|---|---|
||SORP reference||
|||The MuseumandLocal Heritage Centre|
|||acts as aneducationalresource to|
|||membersofthepublic andthelocal|
|Summaryofthemain<br>achievementsofthecharity,|Paru1.20|community.|
|identifyingthedifferencethe||Both providean importantresource to|
|charity's workhas made to||individuals lookingtoresearchtheir|
|the circumstances ofits||heritage orthehistoryofthelocal area,|
|beneficiaries and anywider||providing detailed recordsoflocal culture.|
|benefitsto societyasa|||
|whole.||The History Centre alsoprovidesaspace|
|||forgroup activities,researchactivities, and|
|||educational talks forthecommunity.|



|Additional information(optional)|Additional information(optional)|
|---|---|
|Y**ou** mav choosetoincludefurtherstatements where relevant about:||
||Not applicable.|
|Achievements against|Para1.41|
|objectivesset||
||Not applicable.|
|Performance offundraising||
|activitiesagainst objectives|Pata1.41|
|set||
||Not applicable.|
|lnvestmentperformance|Para1.41|
|againstobjectives||
||Not applicable.|
|Other||





## 

|FinancialReview|||
|---|---|---|
|Reviewofthecharity's|Para1.21|The charity has reserves totalling|
|financialpositionatthe end||1749,782. Thisfigureiscomprisedof cash|
|oftheperiod||heldinthe charity'sbank accounts, as well|
|||asan investmentportfoliomanaged by|
|||Financial Advisers.|
|Statement explainingthe|Pa@ 1.22|Thecharityholdssufficientreserves to|
|policyforholding reseryes||allowtheMuseumandCentretobeableto|
|statingwhy they areheld||continue operations for theforeseeable|
|||future.|
|Amount of reservesheld|Para1.22|8753,707|
|Reasonsforholdingzero|Para1.22|Not applicable.|
|reserves|||
|Detailsoffund materiallyin|Paru1.24|Not applicable.|
|deficit|||
|Explanationof any|Pe@I.23|Nogolngconcernuncertaintiesidentified.|
|uncertainties aboutthe|||
|charity continuingas a going|||
|concern|||



|oumav choosetoincludefur<br>OU|therstatemen|ts where relevant about:|
|---|---|---|
|||Principle sourcesof incomeinclude|
|||governmentgrants,donations from|
|Thecharity'sprincipal||membersofthepublic, and membership|
|sourcesoffunds(including|Para1.47|subscriptions.lnthe period202212Q23,the|
|anyfundraising)||addition of a legacyfromlateCSquires|
|||represents a significant addition to the|
|||sources of income forthecharity.|
|||Not applicable.|
|lnvestmentpolicy and|||
|objectivesincluding any|PaG1.46||
|social investmentpolicy|||
|adopted|||
|||The legacyfunds currentlyheldinthe|
|||charity'sinvestment portfoliomaybe|
|Adescriptionoftheprincipal|Pata1.46|exposed to an elementofrisk due tothe|
|risks facingthecharity||variableprofiVlossincurredby natureof|
|||investment.|
|||Not applicable.|
|Other|||





## 

|Descriptionof charity's|||
|---|---|---|
|trusts:|||
|Typeofgoverning document|Para1.25|Constitutionof SaltashHeritage, adopted|
|||May 1987 andamended May1991|
|Howisthe charity|Pa"a 1.25|Other|
|constituted?|||
|Trusteeselectionmethods|Pata1.25|AnAnnualGeneralMeetingis heldin|
|includingdetails ofany||May/June of each year.Thismeetingis|
|constitutional provisionse.g.||where a ManagementCommittee,aswell|
|electiontopostornameof||asits Officers,willbeelectedby members|
|any personorbody entitled||present. OfficersoftheAssociationand the|
|toappointone ormore||Committeewillbe electedfromthe general|
|trustees||membership.Aboardof4Trusteeswillbe|
|||electedbytheManagement Committee.|
|||Trusteesmayormay not be membersof|
|||said Committee, and will serveforatermof|
|||7 years.|
|Additiona! information(optional)|||
|Y**ouma**v choosetoincludefurtherstatements||where relevant about:|
|||Not applicable.|
|Policiesandprocedures|||
|adopted fortheinduction|Para1.51||
|andtrainingof trustees|||
|||Not applicable.|
|The charity's organisational|||
|structureand anywider|Pata1.51||
|network withwhichthe|||
|charityworks|||
|||Not applicable.|
|Relationshipwith any|Para1.51||
|related parties|||
|||Not applicable.|
|Other|||



## 

|ReferenceandAdminis|trativedetails|
|---|---|
|Charityname|SaltashHeritaqe|
|Other namethe charitvuses|N/A|
|Reqisteredcharitv number|297525|
|Charity'sprincipal address|17LowerFore Street|
||Saltash|
||Cornwall|
||PL12 6JQ|





||Trusteename|Office (ifany)|Datesactedifnot for whole<br>vear|Nameof person (orbody)entitled<br>toaDDointtrustee(ifanv)|
|---|---|---|---|---|
||JeanDorothyDent||||
||Rachel Emily Bullock||||
||AndrewMark Barrett||||
||MarilynTait||||
||Lauris KayeRichards||||
||ArthurHearl||||
||SusanElizabeth||||
||Hooper MBE||||
||JohnSamuel||||
|o|Northey||||
|v|AdamKilleya||||
|10|Kevin Richards||||
|11|Sylvia Caldwell||||
|12|TerencePaul<br>Cummings||||
|13|Jackie Austin||||
|14|David Kent||||
|15|Bruce Ellis Hunt||||
|'t6|Martin Edward<br>Sainsbury-Lister||||
|17|Elizabeth AnnAsprey||||
|18|Kevin Hale||||
|19|||||
|20|||||





|Funds heldascustodiantrusteeson behalf ofothers|Funds heldascustodiantrusteeson behalf ofothers|
|---|---|
|Descriptionoftheassets|Not applicable.|
|heldinthiscapacity||
|Name andobjectsofthe|Not applicable.|
|charityonwhosebehalf the||
|assetsare held and howthis||
|falls withinthecustodian||
|charity'sobjects||
|Details of arrangementsfor|Not applicable.|
|safe custody and||
|segregationofsuchassets||
|from the charity'sown||
|assets||



## 

## 

|Namesand|addresses of advise|rs (Optional information)|
|---|---|---|
|Typeof|Name|Address|
|adviser|||
|Accountant|Blackwell BateLtd|Brunel Court,122ForeStreet, Saltash,Cornwall,PL12|
|||5JW|



## 

## 

## 



## 



## 



## 




## 



## 

## 

## 

## 

## 

## 

## 

## 

## 

## 



## 

## 

## 

## 

## 

## 

## 

## 

## 




## 

## 

## 

## 



## 

## 

## 

## 

## 

## 



## 

|||Unresiricted|Total|Total|
|---|---|---|---|---|
|||Funds|2023|2022|
||Notes|€|e|€|
|Incomefrom:|||||
|Grants, donations and legacies|2|186,505|186,505|673,26',||
|Charitable activities|3|2,603|2,603|3,137|
|lnveslments|4|9,740|9,740|3|
|TOTAL INCOMING RESOURCES||198,6'18|198,848|676,401|
|Exosnditure on:|||||
|Charitable activities||23,168|23,'168|10,100|
|Net lossesoninvestments||116,08'l|116,081||
|Netmovement in funds||59,599|59,599|666,301|
|Tolal Funds Brought Forward|11|694,108|694,108|27,807|
|TOTAL FUNDS CARRIED FORWARD|11|753,707|753,707|694,t08|





## 

||||2023||||
|---|---|---|---|---|---|---|
|||||I||e|
||Notes||||||
|FixedAssets|||||||
|lnvestments|7|||675,050||664,780|
|CurrsntAssels|||||||
|Other debiors||5,500|||||
|Cashalbank and in hand||74,732|||||
|||80,232|||||
|Creditors: amountsfallingdu€wilhin|||||||
|oneyear||(1,57s)|||(1,500)||
|Net Current Assets||||78,657||29,328|
|Tolal assets l6sscurronl liabilities||||--7-657F|||
|Creditors: amountsfallingdueaft€r|||||||
|morethanonBy6ar|||||||
|Netassets||||_J53J07_||694,108|
|lncome funds|||||||
|Unrestricted funds||||753,707||694,108|
|TOTAL FUNDS||||__JEf07_||694,'108|





## 

## 

## 

## 

## 

## 

## 

||Taxation<br>The charityisexempt from tax on its charitable activities.|||||
|---|---|---|---|---|---|
|2|Oonations and legacies|Unrestricted|Restricted|Total|Total|
|||Funds|Funds|2023|2022|
||Legacies|185,213||'185,213|669,652|
||Oonations and gifts|1,2-92||1.292|942|
||Grants||||2,667|
|||186505|-|186,505|673,261|
|3|lncoming rcsourcesfromchEritabl6aclivilies|||2023<br>t€|2022|
||Subscriptions<br>Sales<br>Talks/Events<br>Gifl Aid|||1,610<br>766<br>30<br>197<br>2,603|'t.405<br>1,447<br>33<br>252<br>3,137|
||Analysisbyfund:<br>Unrestricted funds|||2,603|3,137|





## 

|4lnYestmenls|2023t|2022t|
|---|---|---|
|Dividend income|9,672|0|
|lnterBst receivable|68|3|
||9,740||
|Analysisbyfund|||
|Unrestricted funds|OTLfi||
||$740-||
|5 Charitableactiviti€s|2023<br>f,|2022r|
|Rates|92|47|
|lnsufance|1,009|635|
|Lightand heat|1,521|1,351|
|Telephone|640|583|
|Postage and stationery||1,208|
|Computer expenses|397|692|
|Sundries|319|250|
|Rent|2.340|1|
|Storage and removals|1,135|2,375|
|Events|251|40|
|Archival expenses|425|'t37|
|Magazine|647|608|
|Cleaning|22|21|
|Subscripiions|65|55|
|Repairs and renewals|1,598|478|
|Otherproressionalfees|7,112|119|
|lnvestment dealing charges|3.322||
|Accountancy|||
||23,168|'10,'100|
|Analysisbyfund|||
|Unrestricted funds|23,'l6B|10,100|
||------76lFF-|---lI,ltro-|



## 

||<br>withoutanyform of remuneration oI other benefitincash or kind (20|<br>22:!nil).||||
|---|---|---|---|---|---|
|7|FixedAsset lnvestmenls|Propertyand<br>legacy|lnveslment<br>portolio||Tolal|
||||t||E|
||Cost|||||
||Asat1stApril2022|38s,000|279,784||664,780|
||Additions||416,351||416,351|
||Revaluatioos||(21,081)||(21,081)|
||Disposals|(385,000)|||(385,000)|
||As at 31st March 2023||675,050||675,050|
||NetBook Values|||||
||As at 31st March 2022|______qq!499_______43f80_||_____qqJ99_||
|8|Debtors: amountsfallingduewithinonsyear||2023||2022|
||||€||4|
||Other debtors||5,500|||
||||55OO|||
|9|Creditors: amounlsfallingduewithinoneyear||2023||2022|
||||2|||
||Accruals||||1,500|
||||1.5i5|-------T=oo||





## 

|||Not€aloth€ Financial Statements for theYear Ended|31stMarch2023||||
|---|---|---|---|---|---|---|
|10|Analysis of nel assels|bctween Funds<br>lJnrestricted<br>FundE<br>€|Restricted<br>Funds<br>€€|2023<br>Total<br>Funds||2022<br>Total<br>FundsI|
||Fixed assels|675,050||675,050||664,780|
||Current assets|80.232||40,232||30,828|
||Total liabilities|(1,575)||(1,575)||(1.500)|
|||----1d1tr|-|,53,70?|-ETinE-||
|1l|Movemeni in funds||Nel<br>At01,04.22<br>f€|movement<br>in funds|At|3'r.03.23<br>e|
||Unrasl.ictadfunds<br>Generalfund||694,'t08|59,599||753,707|
||Total Funds||---=ra;ir------EOj500-||@||





## 

|Reportto the members|Reportto the members|Reportto the members|SaltashHeritage|
|---|---|---|---|
|of||||
|Onaccountsfortheyear|||31March2023|
|||ended||
||Setout|onpages|1-10|
||||Ireport tothemembers onmyexaminationoftheaccounts ofthe above|
||||associationfortheyearended 31March2023.|
|Responsibilities||and|JackieAustin,astreasurer ofSaltashHeritage,is responsiblefor the|
|basis|of report||preparationofthe accounts.|
||||Ireportinrespectofmyexaminationofthe treasurer'saccountscarried out|
||||atthebehestofthe association'smembers.|
||lndependent||Iamqualifiedtoundertake theexamination bybeing aqualifiedmemberof|
|examiner's statement|||lnstituteofCharteredAccountantsinEngland and Wales.|
||||Ihavecompleted my examination.Iconfirmthat nomaterialmatters have|
||||cometomyattentioninconnection with theexamination whichgivesme|
||||causetobelievethat,inanymaterial respect, thatthe accountsdid not|
||||accordwith the accounting records.|



|lndependent<br>examiner's statement|Iamqualifiedtoundertake theexamination bybeing aqualifiedmemberof<br>lnstituteofCharteredAccountantsinEngland and Wales.<br>Ihavecompleted my examination.Iconfirmthat nomaterialmatters have<br>cometomyattentioninconnection with theexamination whichgivesme<br>causetobelievethat,inanymaterial respect, thatthe accountsdid not<br>accordwith the accounting records.|
|---|---|
||Ihavenoconcerns andhavecomeacross no other mattersinconnection|
||withtheexaminationtowhichattention shouldbe drawninthis reportin|
||ordertoenable aproperunderstandingoftheaccounts tobe reached.|
|Signed:|Date:31January2024|
|Nameandfirm:|GrahamRoberts FCAof BlackwellBate Limited|
|Relevantprofessional|Fellowofthelnstitute of Cha(ered AccountantsinEngland and Wales|
|qualification andbody:||
|Address:|BrunelCourt,122Fore Street|
||Saltash|
||PL126JW|