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The Annual Report for Year End 31st March 2007

The Annual Report

 

 

DERWENT VALLEY TRUST

Registered No 3182660

Registered Charity No: 1058609

 

UNAUDITED

REPORT AND FINANCIAL STATEMENTS

 

– year ended –

 

31st MARCH 2007

 

 

Company number:                                           3182660

 

 

Registered charity number:                             1058609

 

 

Registered:                                                      3 April 1996 in England and Wales

 

 

Registered Office:                                            10-11 St James Court

                                                                        Friar Gate

                                                                        Derby

                                                                        DE1 1BT

 

 

Directors:                                                         B D Waters – Chairman

                                                                                    M Benten

I Coope

R M Faithorn

G L Knight

Councillor J M Sanders

M A Shuttleworth

 

 

Joint Secretaries:                                             C A Hallam F.C.I.S.

                                                                        S F Marshall

 

 

Treasurer:                                                        J R Marjoram

 

 

Bankers:                                                          National Westminster Bank plc, Derby

 

 

Solicitors and Company Secretariat:               Robinsons, Derby

 

 

Accountants:                                                    Smith Cooper, Derby

 

 

Members:                                                         G L Knight

                                                                        S F Marshall

 

The liability of the members is limited to £1

 

 

            Website:                                                          www.nationalheritagecorridor.org.uk

 


REPORT OF THE DIRECTORS

YEAR ENDED
31ST MARCH 2006

 

Directors’ report

 

The directors present their annual report and the unaudited financial statements for the period ended 31st March 2007.

 

Objects

 

The objects of the Trust are, among other things, to identify, preserve and enhance for the public benefit the area comprised in the Derwent Valley in Derbyshire and abutment area and whatever natural, historical, cultural, geological, architectural and constructional heritage may exist in the area of benefit.

 

Principal activities

 

The Trust has continued to develop the Derwent Valley Heritage Way by means of promotion and supporting interpretation.  The way is described on the Trust’s web site and in a guide book published by Jarrold.

 

The Directors appreciate:

·         the original financial support for the Way from emda, Environment Agency, Lafarge Cement UK and WREN

·         financial support in kind by the county, local and parish councils within the area of the Trust

·         the substantial contribution in kind by Robinsons Solicitors for legal advice, company secretarial and ongoing services

·         the ongoing services of Edward Hallam in relation to the Trust’s web site www.nationalheritagecorridor.org.uk.

 

The Trust’s achievements since April 2006 to March 2007 are:

 

  • The unveiling of interpretation panels at Darley Abbey and Little Chester, supported by the Trust.
  • The sale of 50 badges recognising the achievement of walking the complete route.  The Trust is grateful to Mark Warner for recording the achievements and selling the badges.
  • Amber Valley District Council published a new leaflet for tourist offices based on the Derwent Valley Heritage Way
  • Ongoing support to the Derwent Valley Mills World Heritage Site and the Derwent Valley Rural Transport Partnership.  The Trust has written to the Department of Transport supporting the concerns about the level of service that could result from the re-tendering of the Rail Franchise.
  •  Work has continued slowly on developing a cycleway along the valley.  This is delayed pending a decision by the local authorities on their priorities for a cycleway.  This will not be completed until late in the financial year  2007-08.
  • The main expenditure of restricted funds was to renew the trade mark “The National Heritage Corridor” for a further 10 years.

 

 

The Trust’s targets for 2007/2008 are:

 

  • Improvement works as necessary along the route of the Derwent Valley Heritage Way.
  • Support for a pedestrian counter at the Cromford canal.
  • Continue to interpret the Derwent Valley along the Heritage Way.
  • Continue support to the World Heritage Site and the Rural Transport Partnership.
  • Continue to investigate the possibility of a cycle and bridle way along the Derwent Valley.

 

 

Directors

 

The following were both directors and charity trustees of the Company during the year:

 

B D Waters

M Benten

I Coope

R M Faithorn

G L Knight

Councillor J M Sanders

M A Shuttleworth

 

 

 

 

                                                                                                                                   

B D Waters - Chairman                                                I Coope - Director

 

 

Statement of directors’ responsibilities

 

The trustees are responsible for preparing the Annual Report and the financial statements in accordance with applicable law and regulations.

 

Law applicable to charities in England and Wales requires the trustees to prepare financial statements for each financial year which give a true and fair view of the charity’s financial activities during the year and of its financial position at the end of the year.  In preparing these financial statements, the trustees are required to:

 

  • select suitable accounting policies and then apply them consistently;
  • make judgments and estimates that are reasonable and prudent;
  • prepare the financial statements on the going concern basis unless it is inappropriate to presume that the charity will continue in operation.

 

The trustees are responsible for keeping accounting records that disclose with reasonable accuracy the financial position of the charity and which enable them to ascertain the financial position of the charity and which enable them to ensure that the financial statements comply with the Companies Act 1985.  They are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

 

 

 

ACCOUNTANTS’ REPORT

ON THE UNAUDITED ACCOUNTS OF

 

DERWENT VALLEY TRUST

 

 

 

 

 

 

As described on page 7, you have approved the accounts for the year ended 31 March 2007 set out on pages 6 to 8.  In accordance with your instructions we have compiled these unaudited accounts from the accounting records and information and explanations supplied to us.

 

 

 

 

 

 

SMITH COOPER

Chartered Accountants

Derby

 


 

STATEMENT OF FINANCIAL ACTIVITIES

 

 

 

 

                                                         Unrestricted        Restricted                Total                  Total

                                                                  Funds              Funds              Funds                 Funds

                                                                     2007                 2007                 2007                   2006

                                                                                     (General)                       

                                                                          £                      £                      £                        £

 

Incoming Resources

 

Deposit interest                                                629                       -                  629                     584

Certificates etc.                                                100                       -                  100                     190

                                                                                                                                                      

 

Total Incoming Resources                             729                       -                  729                     774

 

Resources Expended

 

Costs of charitable activities

Website cost                                             257                       -                  257                     234

Insurance                                                  220                       -                  220                     210

Heritage Way Project                                      -                   893                  893                     500

                                                                                                                                                

                                                                477                   893                1,370                     944

 

Other resources expended

Administration                                             15                       -                    15                       35

Bank Charges                                              33                       -                    33                         -

                                                                                                                                                      

 

Total Resources Expended                            525                   893                 1418                     979

 

Net incoming/(outgoing) resources                204                 (893)                (689)                   (205)

 

Fund balances brought forward                       5,564                8,782              14,346                14,551

                                                                                                                                                      

 

Fund Balances Carried Forward                 5,768                7,889              13,657                14,346

                                                                    ____                ____              _____                _____


 

 

BALANCE SHEET

 

 

 

                                                                                               2007                                         2006

CURRENT ASSETS                                               £                      £                                              £

 

Balances at Bank

  Deposit accounts                                         13,631                                                              14,262

  Current account                                                  26                                                                     84

                                                                                                                                                      

                                                                    13,657                                                              14,346

 

CURRENT LIABILITIES

 

  Creditors                                                           ( 0 )                                                                  ( 0 )

 

NET CURRENT ASSETS                                                        13,657                                      14,346

                                                                                                                                                      

 

NET ASSETS                                                                        13,657                                      14,346

                                                                                             _____                                       _____

 

REPRESENTED BY:

 

  Unrestricted                                                                           5,768                                        5,564

  Restricted (Note 3)                                                                 7,889                                        8,782

                                                                                                                                                      

 

                                                                                            13,657                                      14,346

                                                                                             _____                                       _____

 

 

The directors are satisfied that the company was entitled to exemption under subsection (2) of section 249A of the Companies Act 1985 and that members have not required an audit in accordance with subsection (2) of section 249B.

 

The directors acknowledge their responsibilities for:

 

¨       ensuring that the company keeps accounting records which comply with section 221; and

 

¨       preparing accounts which give a true and fair view of the state of affairs of the company as at the end of the financial year and of its profit or loss for the financial year in accordance with the requirements of section 226 and which otherwise comply with the requirements of this Act relating to accounts, so far as applicable to the company.

 

The financial statements have been prepared in accordance with the special provisions relating to small companies within Part VII of the Companies Act 1985 and with the Financial Reporting Standard for Smaller Entities (effective January 2005).

 

These accounts were approved by the board of directors on                                         and were signed on its behalf by:

 

 

 

B. D. Waters

Director


 

NOTES TO THE FINANCIAL STATEMENTS

 

 

 

1.       ACCOUNTING POLICIES

 

The following accounting policies have been applied consistently in dealing with items which are considered material in relation to the company’s accounts.

 

          Basis of Preparation

 

The accounts have been prepared under prepared under the historical cost convention and in accordance with the Statement of Recommended Practice, “Accounting and Reporting by Charities” published in 2005 and applicable accounting standards.

 

          Income & Expenditure

 

Income and expenditure are recognised on an accruals basis other than donations which are recognised when they are received.

 

          Cashflow Statement

 

The company is exempt from the requirement of Financial Reporting Standard No 1 to prepare a cashflow statement on the grounds of its size.

 

          Reserves

 

The charity maintains the level of reserves required to fulfil its objectives.  The board of trustees monitors reserves at regular board meetings. Donations received for the general purposes of the Charity are included as unrestricted funds. Donations for activities restricted by the wishes of the donor are taken to “restricted funds” where these wishes are legally binding on the Charity Trustees.

 

2.       DIRECTORS’ EXPENSES

 

No members of the board of directors nor any person connected with them has received or is due to receive any remuneration or expenses for the period directly or indirectly from the Charity’s funds.

 

3.       RESTRICTED FUNDS

 

         The funds of the charity include restricted funds comprising the following balance of donations             held:

                                              Balance at              Additions to        Resources             Balance at

                                             1 April 2006       Restricted Funds        Expended        31 March 2007

                                                             £                               £                      £                            £

 

         Restricted fund                        8,782                                -                  (893)                     7,889

                                                                                                                                                      

 

         Total                                       8,782                                -                  (893)                     7,889

                                                      _____                        _____               _____                     _____