## **Annual Report** ## **and** ## **Financial Statement** ## **of the** ## **Richard Devitt Fund** for the period 6th April 2020 to 5th April 2021 ## **Trustees** : Richard H. Devitt, Higher Dumbledeer, Withycombe, TA24 6QJ Mark A.L. Jenkins, 139 Albert St. London, NW1 7NB Michael L. Mackinnon, 31 Applegarth Road, LONDON, W14 0HY Philip A Norman-Butler, c/o Charles Stanley Co Ltd, 55 Bishopsgate, LONDON, EC2N 3AS ## **Bank:** The Royal Bank of Scotland plc, 62/63 Threadneedle Street, London, EC2R 8LA ## **Independent Examiner:** Mr Dan Stone 2 Hangers Way DUNSTER **TA24 6RT** **Registered Charity No. 327494** ## **The Richard Devitt Fund Higher Dumbledeer Withycombe Minehead Somerset TA24 6QJ** ## **Trustees' Annual Report for the period 6th April 2020 to 5th April 2021** ## **Structure, Governance and management** The charity is constituted by a trust deed dated 1 July 1979. ## **Objectives and Activities** The purpose of the charity is to benefit any charity or charitable purpose by way of a donation. The trustees have paid due regard to guidance issued by the Charity Commission in deciding what activities the charity should undertake. The trustees confirm that they have referred to the guidance contained in the Charity Commission's general guidance on public benefit when reviewing the charity's aims and objectives in planning future activities. ## **Achievements and performance** Distributions continue to be made to organisations known personally to the Trustees amounting to £33,500 in total. We will continue to support schools who we know have made strenuous efforts to maintain contact and distance teaching for their pupils during the pandemic, Happily shares in the Fund's portfolio have rebounded from the fall in March 2020 and our strong cash position will enable us to maintain our level of support for those institutions. ## **Financial Review** During this year the Fund had an investment income of £2,122, Gift Aided contributions of £21,000 were received, a tax repayment of £5,250 was credited and the Fund received donations of shares to the value of £10,298. The expenditure in running the fund remains nominal. The charity's reserves are maintained at such a level as to allow donations to charitable causes to continue into the future. ## **Declaration** on The trustees declare that they have approved the trustees' report above. Signed behalf of the charity's trustees by: |Signature|Richard H Devitt|Signature|Michael Mackinnon| |---|---|---|---| |Name|Richard H Devitt|Name|Michael Mackinnon| |Date|8th Sept.2021|Date|8th Sept.2021| page 1 CHARITY COMMISSION FOR ENGLAND AND WALES Inderffident examSnefs r•port on th• ac¢ount• *rliOn A Ch•iify r It¢ *tyi 327494 g•1 I V¥y (y• Yr•Afi •YTh >W•thJ ) 2021 D•l•.. ry" • Octyjbw 2tr21 Akhxd Oo¥ltt hlnd ICh•rlty J274941 Itetoipts •nd P¥ymerrts Aecwnts the Yt•r EN11r4 S 2021 Iwlds T￿•1 *e¢eYpfS' 5.YAI.iK> 596 45 1.715 96 $250.L)) 39&45 L725.95 s,7￿.1*) l irtioresi 2.455.12 Tltsi 2B372AA 2UIS.10 W¥lker date
Donee
Charity no.
26/10/20
Alfanar UK (MLM)
1105048
18/9/20
Annual National Service for Seafarers
292659
3/3/21
Borne Foundation
16/11/20
Children with Cancer UK
298405
26/10/20
Charlie Waller Memorial Trust
1109984
16/11/20
Dorset & Somerset Air Ambulance
1078685
16/11/20
Dunster Festival
16/11/20
Exmoor Calvert Trust
1005776
16/11/20
Exmoor Community Youth Club
16/11/20
Exmoor Trust
1005776
16/11/20
Falkland Islands Memorial Chapel
1037942
16/11/20
Friends Spafford Children's Centre
8023511
16/11/20
Glaven Distict Caring Committee
270185
16/11/20
Hospice Isle of Man
27/11/20
King Edward VII Hospital
208944
14/11/20
Kings Schools Taunton
27/11/20
Mission to Seafarers
1123613
14/11/20
Norland Place School
25/3/20
Pangbourne College
309096
9/9/20
Parish of the Northern Plain
exempt
17/9/20
Parish of the Northern Plain
exempt
18/9/20
PCC St Bartholomew's Rodhuish
exempt
16/11/20
Prostate Cancer UK
1005541
3/6/20
RYS IoW Foundation
1158850
27/11/20
SSAFA
210760
27/11/20
St George's Church Dunster
exempt
16/11/20
St Margaret's Somerset Hospice
279473
16/11/20
St Mary's Church Stoke by Nayland
1083876
16/11/20
St Mary's Nettlecombe PCC
exempt
18/9/20
St Nicholas Withycombe PCC
exempt
27/11/20
Taunton Choral Society
900173
16/11/20
Taunton School International
1081420
16/11/20
The Cure Parkinson's Trust
1111816
27/11/20
The Two Moors Festival
1095723
20/11/20
The WASPS
16/11/20
Treloar Trust
4466362
26/10/20
Trinity Hall
1137458
26/11/20
Tuscan Lodge No 14 Benevolent Fund
1038119
27/11/20
West Somerset Academies Trust
26/11/20
West Somerset Brass Band
|amount
2,000.00
500.00
500.00
500.00
1,000.00
1,000.00
1,000.00
1,000.00
500.00
500.00
1,000.00
1,000.00
500.00
1,000.00
500.00
1000.00
500.00
500.00
2000
500.00
1,000.00
1,000.00
1,000.00
250.00
500.00
500.00
1,000.00
500.00
2,000.00
1000
500.00
1,000.00
1,000.00
500.00
250.00
1,000.00
2,000.00
500.00
500.00
500.00
__________
£ 33,500.00| |---|---| page 6