Finance Score: -2

Governance Score: 3

Support Score: 6

Multiple Deficits: -2
No PartB

Gender balanced board: +3

Large volunteers +3
Grant maker support: +3

Overall GiG Score: 7

THE BUCKFASTLEIGH TRUST

Acts as an umbrella organisation for local community initiatives, such as the Valiant Soldier Museum and the Buckfastleigh Wool Festival. Acts as a enabler of community heritage and education activities.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
A significant proportion of recent income was derived from major grant makers including the Government and there are significant future grants due to be received
The Board appears to be well diversified in terms of gender

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
On several occasions in recent years income has been less than spending

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23		£16	£10	£6	n/a	n/a	n/a	n/a	n/a	3
31/03/22		£7	£8	£-1	n/a	n/a	n/a	n/a	n/a	0
31/03/21		£27	£9	£18	n/a	n/a	n/a	n/a	n/a	2
31/03/20		£20	£24	£-5	n/a	n/a	n/a	n/a	n/a	3
31/03/19		£12	£10	£2	n/a	n/a	n/a	n/a	n/a	11
31/03/18		£11	£8	£3	£0	£0	£0	n/a	0	0
31/03/17		£16	£13	£2	£0	£0	£0	n/a	0	0
31/03/16		£17	£19	£-2	£0	£0	£0	n/a	0	0
31/03/15		£23	£15	£8	£0	£0	£0	n/a	0	0
31/03/14		£13	£22	£-9	£0	£0	£0	n/a	0	0
31/03/13		£7	£12	£-5	£0	£0	£0	n/a	0	0
31/03/12	*	£9	£17	£-8	£0	£0	£0	n/a	0	0
31/03/11	*	£7	£17	£-9	£0	£0	£0	n/a	0	0
31/03/10		£11	£11	£0	£0	£0	£0	n/a	0	0
31/03/09	*	£10	£7	£3	£0	£0	£0	n/a	0	0
31/03/08		£7	£8	£-1	£0	£0	£0	n/a	0	0
31/03/07		£9	£10	£-1	£0	£0	£0	n/a	0	0
31/03/06		£33	£32	£1	£0	£0	£0	n/a	0	0
31/03/05		£8	£9	£-1	£0	£0	£0	n/a	0	0
31/03/04	*	£13	£11	£2	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 26 years

www.valiantsoldier.org.uk

janetp.valiantsoldier@btinternet.com

01364 644522

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes

GiG Classification

Museums, parks, historical sites

How it operates

Acts as an umbrella or resource body
Provides buildings/facilities/open space
Provides human resources

Where it operates

Devon,

Who it helps

The General Public/Mankind

Who works here?

Unknown number of employees
3 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Architectural Heritage Fund - Grant to The Valiant Soldier Museum and Heritage Centre (Part of The Buckfastleigh Trust)
£5,000	20/09/2023	The Valiant Barns

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Age Range of Trustees: 58-77

RODERICK DENLEY-JONES Appointed: 2023, Occupation: Retired

STEVEN JOHN BURCH Appointed: 2024, Occupation: Retired

JANET ELIZABETH PARROTT MBE Appointed: 2015, Occupation: Retired

JUDITH MARGUERITE HART Appointed: 2014, Occupation: Local Government Officer

PHILIPPA JANE WOOD Appointed: 2019, Occupation: Museum Education

STEPHEN MONTGOMERY PARKER Appointed: 2018, Occupation: Retired

SYLVIA LILIAN PHILLIPS Appointed: 2018, Occupation: Retired

VALERIE ANNE BROWNING Appointed: 2015, Occupation: Unemployed, Other trusteeship: MOORLAND COMMUNITY CARE GROUP,

Legal constitution

Charitable company registered in England & Wales on 05/05/1998, number: 1069416
Registered at Companies House on 26/03/1998, number: 03535168

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Care Quality Commission
Financial Conduct Authority
Homes England
Ofsted (Office For Standards In Education)

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR12: 335 days late, AR11: 701 days late, AR09: 54 days late, AR04: 39 days late,

Main office

80 Fore Street
BUCKFASTLEIGH
TQ11 0BS

Objectives

A) THE ADVANCEMENT OF THE EDUCATION OF THE PUBLIC IN PARTICULAR BY THE PROVISION OF A MUSEUM.B) THE PROVISION AND MAINTENANCE OF A GARDEN AND OTHER FACILITIES FOR THE USE OF THE INHABITANTS OF BUCKFASTLEIGH AND SURROUNDING AREAS WITHOUT DISTINCTION OF POLITICAL RELIGIOUS OR OTHER OPINIONS FOR USE IN RECREATION AND OTHER LEISURE TIME OCCUPATION WITH THE OBJECT OF IMPROVING THE CONDITIONS OF LIFE FOR THE SAID INHABITANTS.C) SUCH OTHER CHARITABLE PURPOSES THAT WILL BENEFIT THE COMMUNITY THAT THE TRUSTEES SHALL DECIDE.

Defined Area of Benefit:

NOT DEFINED

Data Sources