Finance Score: -1

Governance Score: -3

Support Score: 0

Spending declining: -1
No PartB

No conflicts policy: -1
Very static board: -5
Gender balanced board: +3

No supporters identified

Overall GiG Score: -4

CLERVAUX TRUST HOLDINGS

Education for children, young people and adults with or without learning difficulties. Teaching the value of sustainability and living lightly.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
The Board composition appears to be very static

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending is declining

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
25/11/22		£2	£1	£0	n/a	n/a	n/a	n/a	n/a
25/11/21		£1	£2	£0	n/a	n/a	n/a	n/a	n/a
25/11/20		£2	£2	£0	n/a	n/a	n/a	n/a	n/a
25/11/19		£1	£2	£0	n/a	n/a	n/a	n/a	n/a
25/11/18		£2	£2	£0	£0	£0	£0	n/a	0
25/11/17		£3	£2	£0	£0	£0	£0	n/a	0
25/11/16		£3	£3	£0	£0	£0	£0	n/a	0
25/11/15?		£794	£2,727	£-1,933	£73	£-81	£-95	-0.4	10
31/08/14		£451	£607	£-156	£0	£0	£0	n/a	0
31/08/13		£534	£767	£-233	£38	£2,008	£1,928	30.2	17
31/08/12		£992	£1,304	£-312	£321	£2,242	£2,124	19.5	33
31/08/11		£1,224	£1,130	£94	£239	£2,554	£2,341	24.9	29
31/08/10		£1,778	£523	£1,255	£21	£2,460	£2,348	53.9	14
31/08/09		£993	£723	£270	£111	£1,205	£1,205	20	1
31/08/08	*	£11	£17	£-6	£0	£0	£0	n/a	0
31/08/07	*	£119	£63	£55	£0	£0	£0	n/a	0
31/08/06		£110	£40	£69	£0	£0	£0	n/a	0
31/08/05		£61	£20	£41	£0	£0	£0	n/a	0
31/08/04	*	£159	£91	£68	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 24 years

a.millett@uhy-calvertsmith.com

01904557570

Charity Commission for England and Wales

Listed activities

Education/Training
Environment/Conservation/Heritage

GiG Classification

Other education services

How it operates

Provides buildings/facilities/open space
Provides services

Where it operates

Durham, North Yorkshire,

Who it helps

Children/Young People
People With Disabilities
The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

Current Trustees appointed

Gender Split

Age Range of Trustees: 54-74

HELEN KIPPAX Appointed: 2015, Occupation: Director, Other trusteeships: THE RESPONSIVE EARTH TRUST, CATHERINE GRACE TRUST, SUNFIELD CHILDREN'S HOMES LIMITED, THE LIVING EARTH LAND TRUST, RUSKIN MILL TRUST LIMITED, CLERVAUX TRUST LTD,

KATE CHAYTOR-NORRIS Appointed: 2016, Occupation: Nutritional Therapist

MARK STROYAN Appointed: 2016, Occupation: Company Director

Legal constitution

Charitable company registered in England & Wales on 24/01/2000, number: 1079074
Registered at Companies House on 14/09/1999, number: 03841399

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

19 returns made; AR08: 56 days late, AR07: 38 days late, AR04: 95 days late,

Main office

UHY Calvert Smith
Heritage House
Murton Way
Osbaldwick
York
YO19 5UW

Objectives

THE OBJECTS FOR WHICH THE CHARITY IS ESTABLISHED ARE:1. ADVANCE THE EDUCATION OF THE PUBLIC IN THE SUBJECT OF CONSERVATION, PROTECTION AND RESTORATION OF THE NATURAL ENVIRONMENT AND THE SUSTAINABLE AND RATIONAL USE OF NATURAL RESOURCES WITH PARTICULAR REFERENCE TO THE SETTING UP OR ESTABLISHING EITHER JOINTLY OR WITH OTHERS OF EDUCATIONAL FACILITIES FOR CHILDREN AND YOUNG ADULTS, INCLUDING CHILDREN AND YOUNG ADULTS WITH LEARNING DIFFICULTIES, TO INCLUDE ARTS AND CRAFTS ACTIVITIES, WOODLAND MANAGEMENT AND RESIDENTIAL ACCOMMODATION, WITH PARTICULAR REFERENCE BEING GIVEN TO THE INDICATIONS AND INSIGHTS OF RUDOLF STEINER IN THESE AREAS; AND2. IN FURTHERANCE OF THE EDUCATION OF THE PUBLIC, TO PROVIDE OVERALL FOR THE PROTECTION OF THE ENVIRONMENT, THE CONSERVATION OR PROMOTION OF BIOLOGICAL DIVERSITY THROUGH:-(I)THE PROVISION, CONSERVATION, RESTORATION OR ENHANCEMENT OF A NATURAL HABITAT; OR(II) THE MAINTENANCE OR RECOVERY OF A SPECIES IN ITS NATURAL HABITAT, ON LAND OR IN WATER SITUATED IN THE VICINITY OF A LANDFILL SITE.

Defined Area of Benefit:

NOT DEFINED

Data Sources