Finance Score: -4

Governance Score: 0

Support Score: 0

Spending falling: -1
Volatile income: -3
No PartB

Good trustee age range: +3
Static board: -3

Large volunteers +5

Overall GiG Score: 1

BEER VILLAGE HERITAGE

operation of heritage centre, provision of educational activities for the public and local school

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of age

Regulatory & Governance issues to consider:

The Board composition appears to be rather 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 has fallen significantly over the last 5 years relative to the previous period
Income has been volatile recently

Established: 23 years

http://beervillageheritage.org.uk.websitebuil

beervillageheritage@yahoo.co.uk

0129720858

Charity Commission for England and Wales

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
31/10/22		£2	£1	£0	n/a	n/a	n/a	n/a	n/a	12
31/10/21		£9	£3	£6	n/a	n/a	n/a	n/a	n/a	5
31/10/20	*	£12	£3	£9	n/a	n/a	n/a	n/a	n/a	10
31/10/19		£3	£4	£-2	n/a	n/a	n/a	n/a	n/a	0
31/10/18		£4	£5	£0	£0	£0	£0	n/a	0	0
31/10/17		£7	£10	£-3	£0	£0	£0	n/a	0	0
31/10/16		£7	£7	£1	£0	£0	£0	n/a	0	0
31/10/15		£3	£2	£1	£0	£0	£0	n/a	0	0
31/10/14		£4	£2	£1	£0	£0	£0	n/a	0	0
31/10/13		£3	£4	£-1	£0	£0	£0	n/a	0	0
31/10/12		£4	£4	£0	£0	£0	£0	n/a	0	0
31/10/11		£11	£11	£0	£0	£0	£0	n/a	0	0
31/10/10		£6	£5	£1	£0	£0	£0	n/a	0	0
31/10/09		£6	£6	£0	£0	£0	£0	n/a	0	0
31/10/08		£4	£2	£2	£0	£0	£0	n/a	0	0
31/10/07		£8	£5	£4	£0	£0	£0	n/a	0	0
31/10/06		£60	£57	£3	£0	£0	£0	n/a	0	0
31/10/05		£1	£2	£-1	£0	£0	£0	n/a	0	0
31/10/04		£1	£2	£-1	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Arts/Culture/Heritage/Science
Education/Training
Environment/Conservation/Heritage

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources

Where it operates

Devon,

Who it helps

Children/Young People
Elderly/Old People
The General Public/Mankind

Who works here?

Unknown number of employees
12 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

Age Range of Trustees: 48-85

ADRIAN JOHN MILLS Appointed: 2019, Occupation: Retired

DAVID ARTHUR MORLING (Chair) Appointed: 2019, Occupation: Retired

ELIZABETH FRANCES ASBURY Appointed: 2017, Occupation: Retired

HENRY JAGGERS Appointed: 2019, Occupation: Retired

NICHOLAS TREVOR JONES Appointed: 2016, Occupation: Retired

Legal constitution

Charity registered in England & Wales on 26/06/2001, number: 1087162

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Risk management
Volunteer management

Filing Record

19 returns made; AR20: 6 days late,

Main office

MARINERS HALL
FORE STREET
BEER
SEATON
EX12 3JB

Objectives

A) THE ADVANCEMENT OF EDUCATION CONCERNING THE NATURAL AND SOCIAL HISTORY, CONSERVATION AND THE ENVIRONMENT OF BEER, AND IN PARTICULAR BEER'S MARINE AND COASTAL ENVIRONMENT AND FISHING INDUSTRY;B) THE PRESERVATION OF THE ENVIRONMENT FOR PUBLIC BENEFIT, IN PARTICULAR THROUGH THE PROTECTION AND MAINTENANCE OF BEER'S MARINE AND COASTAL ENVIRONMENT.

Defined Area of Benefit:

BEER, DEVON.

Data Sources