Devon Heritage Trust — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: CIO
Registered: 2 July 2019
Removed: Not supplied
Financial period: 2 December 2023 – 1 December 2024
Latest income: £0
Latest expenditure: £500
Gift Aid: No
Owns or uses land: No
In administration: No
Insolvent: No
CIO: Yes

Public contact address: 4 Swan Yard, High Street, HONITON, Devon, EX14 1LN

Website recorded by the regulator: www.devonheritagetrust.com (displayed as text)

02 Activities

What the charity does

TO PRESERVE, MAINTAIN, AND ENHANCE HERITAGE SITES IN THE DEVON AREA FOR THE BENEFIT OF LOCAL PEOPLE AND THE NATION AT LARGE, AND TO ADVANCE THE EDUCATION OF THE PUBLIC REGARDING THE HISTORICAL, ARCHITECTURAL AND NATURAL HERITAGE WITHIN THE SITES IN THE FORM OF BUILDINGS OF PARTICULAR HISTORICAL AND ARCHITECTURAL INTEREST, ART AND ARTEFACTS, GARDENS AND DESIGNED LANDSCAPE.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 2 December 2023
Fin Period End Date: 1 December 2024
Ar Cycle Reference: AR24
Reporting Due Date: 1 October 2025
Date Annual Return Received: 1 October 2025
Date Accounts Received: 1 October 2025
Total Gross Income: £0
Total Gross Expenditure: £500

Fin Period Start Date: 2 December 2022
Fin Period End Date: 1 December 2023
Ar Cycle Reference: AR23
Reporting Due Date: 1 October 2024
Date Annual Return Received: 12 September 2024
Date Accounts Received: 12 September 2024
Total Gross Income: £1,142
Total Gross Expenditure: £101

Fin Period Start Date: 2 December 2021
Fin Period End Date: 1 December 2022
Ar Cycle Reference: AR22
Reporting Due Date: 1 October 2023
Date Annual Return Received: 30 September 2023
Date Accounts Received: 30 September 2023
Total Gross Income: £1,000
Total Gross Expenditure: £153

Fin Period Start Date: 2 December 2020
Fin Period End Date: 1 December 2021
Ar Cycle Reference: AR21
Reporting Due Date: 1 October 2022
Date Annual Return Received: 30 September 2022
Date Accounts Received: 30 September 2022
Total Gross Income: £0
Total Gross Expenditure: £0

Fin Period Start Date: 2 July 2019
Fin Period End Date: 1 December 2020
Ar Cycle Reference: AR20
Reporting Due Date: 1 October 2021
Date Annual Return Received: 22 October 2021
Date Accounts Received: 22 October 2021
Total Gross Income: £23,400
Total Gross Expenditure: £3,440

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR24
Fin Period Start Date: 2 December 2023
Fin Period End Date: 1 December 2024
Ar Due Date: 1 October 2025
Ar Received Date: 1 October 2025
Total Gross Income: £0
Total Gross Expenditure: £500
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 4

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR23
Fin Period Start Date: 2 December 2022
Fin Period End Date: 1 December 2023
Ar Due Date: 1 October 2024
Ar Received Date: 12 September 2024
Total Gross Income: £1,142
Total Gross Expenditure: £101
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 2

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR22
Fin Period Start Date: 2 December 2021
Fin Period End Date: 1 December 2022
Ar Due Date: 1 October 2023
Ar Received Date: 30 September 2023
Total Gross Income: £1,000
Total Gross Expenditure: £153
Charity Raises Funds From Public: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 3

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR21
Fin Period Start Date: 2 December 2020
Fin Period End Date: 1 December 2021
Ar Due Date: 1 October 2022
Ar Received Date: 30 September 2022
Total Gross Income: £0
Total Gross Expenditure: £0
Charity Raises Funds From Public: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 3

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR20
Fin Period Start Date: 2 July 2019
Fin Period End Date: 1 December 2020
Ar Due Date: 1 October 2021
Ar Received Date: 22 October 2021
Total Gross Income: £23,400
Total Gross Expenditure: £3,440
Charity Raises Funds From Public: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 4

05 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Devon
Welsh Ind: No

06 Official extract

Charity Classification

Classification Code: 207
Classification Type: Who
Classification Description: The General Public/mankind

Classification Code: 308
Classification Type: How
Classification Description: Sponsors Or Undertakes Research

Classification Code: 307
Classification Type: How
Classification Description: Provides Advocacy/advice/information

Classification Code: 101
Classification Type: What
Classification Description: General Charitable Purposes

07 Official extract

Charity Event History

Charity Name: Devon Heritage Trust
Charity Event Order: 1
Event Type: CIO registration
Date Of Event: 2019-07-02T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: CIO - FOUNDATION Registered 02 Jul 2019 as amended on 06 Aug 2019
Charitable Objects: TO PRESERVE, MAINTAIN, AND ENHANCE HERITAGE SITES IN TORQUAY AND THE TORBAY AREA FOR THE BENEFIT OF LOCAL PEOPLE AND THE NATION AT LARGE, AND TO ADVANCE THE EDUCATION OF THE PUBLIC REGARDING THE HISTORICAL, ARCHITECTURAL AND NATURAL HERITAGE WITHIN THE SITES IN THE FORM OF BUILDINGS OF PARTICULAR HISTORICAL AND ARCHITECTURAL INTEREST, ART AND ARTEFACTS, GARDENS AND DESIGNED LANDSCAPE.

09 Official extract

Charity Other Names

Charity Name Id: 613288
Charity Name Type: Previous name
Charity Name: TORBAY COASTAL HERITAGE TRUST

10 Official extract

Charity Policy

Policy Name: Risk management

Policy Name: Social media policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Conflicting interests

Policy Name: Internal risk management policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Volunteer management

Policy Name: Serious incident reporting policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Complaints handling

Policy Name: Engaging external speakers at charity events policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Campaigns and political activity policy and procedures

Policy Name: Bullying and harassment policy and procedures