Finance Score: 5

Governance Score: -1

Support Score: 10

Strong growth: +2
Multiple Deficits: -2
Future income +5
No PartB

Only 4 Trustees: -1

Overall weighted support: +10

Overall GiG Score: 14

THE POVERTY AND ENVIRONMENT TRUST

We focused on the Sustainable Communities Act. This involves policies to combat the joint problems of poverty and environmental decline; and sets up a mechanism whereby those policies will be driven by local communities. We also made grants for the promotion of the Act.We funded an investigation into the social and environmental effects of energy policy.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
A significant proportion of recent income was derived from major grant makers and there are significant future grants due to be received

Regulatory & Governance issues to consider:

Why are there only 4 trustees?

Financial issues to consider:

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

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23		£143	£129	£13	n/a	n/a	n/a	n/a	n/a	n/a
31/03/22		£100	£124	£-23	n/a	n/a	n/a	n/a	n/a	n/a
31/03/21		£101	£105	£-4	n/a	n/a	n/a	n/a	n/a	n/a
31/03/20	*	£91	£69	£22	n/a	n/a	n/a	n/a	n/a	n/a
31/03/19		£18	£46	£-28	n/a	n/a	n/a	n/a	n/a	n/a
31/03/18		£29	£29	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/03/17		£20	£6	£14	n/a	n/a	n/a	n/a	n/a	n/a
31/03/16		£4	£5	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/15	*	£0	£1	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/14	*	£0	£4	£-4	n/a	n/a	n/a	n/a	n/a	n/a
31/03/13	*	£0	£2	£-2	n/a	n/a	n/a	n/a	n/a	n/a
31/03/12	*	£31	£53	£-23	n/a	n/a	n/a	n/a	n/a	n/a
31/03/11	*	£65	£33	£32	n/a	n/a	n/a	n/a	n/a	n/a
31/03/10	*	£138	£136	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/03/09	*	£129	£118	£11	n/a	n/a	n/a	n/a	n/a	n/a
31/03/08?	*	£92	£78	£14	n/a	n/a	n/a	n/a	n/a	n/a
31/03/06	*	£4	£12	£-8	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05	*	£33	£15	£18	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Established: 23 years

https://povertyandenvironmenttrust.org

ronbailey@btinternet.com

07951761229

Charity Commission for England and Wales

Listed activities

Education/Training
Environment/Conservation/Heritage
The Prevention Or Relief Of Poverty

GiG Classification

Environment conservation & animal welfare advocacy

How it operates

Makes grants to organisations
Provides advocacy/advice/information
Sponsors or undertakes research

Where it operates

Throughout England,

Who it helps

Children/Young People
Elderly/Old People
People Of A Particular Ethnic Or Racial Origin
People With Disabilities

Who supports them? ?

Donations from Grant Makers ?

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

Major supporters in last 5 years

Trust for London	£81,000
Joseph Rowntree Foundation	£80,000
John Ellerman Foundation	£60,000
The Funding Network	£21,102

Specific Donations

Amount	When Months	To be used for
Trust for London - The Poverty and Environment Trust
£40,000	22/06/2023	The funding is for the staff time and resources to continue PET's extensive, London-wide public engagement and advocacy work to build the level of Borough Council and MP support for the Local Electricity Bill, which is vital to help see it made law.
Joseph Rowntree Foundation - Grant to Poverty and Environment Trust
£50,000	18/03/2023	The Community Energy Revolution
Trust for London - Poverty and Environment Trust
£1,000	29/09/2022	This is a cost of living uplift for grant reference 360G-trustforlondon-MAIN-S2-02.02.2021-8997
John Ellerman Foundation - Staff salaries, mass electronic communications tools, online promotion and hard copy promotional materials, such as leaflets and inserts
£60,000	26/05/2022	Staff salaries, mass electronic communications tools, online promotion and hard copy promotional materials, such as leaflets and inserts
The Funding Network - Proposal to EFN Live - The Poverty and Environment Trust
£21,102	23/03/2022	We aim to reduce UK greenhouse gas emissions in a way that empowers and includes communities living in poverty. Our current main project (over 90% of our expenditure), the Community Energy Revolution, aims to do this by unblocking the remarkable ....more We aim to reduce UK greenhouse gas emissions in a way that empowers and includes communities living in poverty. Our current main project (over 90% of our expenditure), the Community Energy Revolution, aims to do this by unblocking the remarkable potential for local renewable energy generation to benefit UK communities.
Joseph Rowntree Foundation - Grant to Poverty and Environment Trust
£20,000	09/07/2021 12	Community Energy Revolution
Trust for London - Poverty and Environment Trust
£40,000	11/06/2021 24	The funding is for extensive, London-wide public engagement and advocacy work to build the level of Borough Council, GLA and MP support for the Local Electricity Bill. PET will also research and publish case studies to show the significant benefits ....more The funding is for extensive, London-wide public engagement and advocacy work to build the level of Borough Council, GLA and MP support for the Local Electricity Bill. PET will also research and publish case studies to show the significant benefits that the Bill would bring to London’s communities.
Joseph Rowntree Foundation - Grant to Poverty and Environment Trust
£10,000	30/11/2019 12	Grass-roots engagement

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

Age Range of Trustees: 51-76

ANDREW JAMES WARREN (Chair) Appointed: 2001, Occupation: Director Trade Association

MARTYN WILLIAMS Appointed: 2001, Occupation: Parliamentary Officer

SYED AHMED OBE Appointed: 2022, Occupation: Policy Adviser

TANYA KENNY Appointed: 2022, Occupation: External Affairs

Legal constitution

Charitable company registered in England & Wales on 22/04/2002, number: 1091698
Registered at Companies House on 29/03/2001, number: 04190401

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints policy and procedures
Engaging external speakers at charity events policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

18 returns made; AR20: 33 days late, AR15: 28 days late, AR14: 39 days late, AR13: 111 days late, AR12: 106 days late, AR11: 51 days late, AR10: 146 days late, AR09: 305 days late, AR08: 224 days late, AR06: 126 days late, AR05: 494 days late,

Main office

Devines Bellefield House
104 New London Road
Chelmsford
Essex
CM2 0RG

Objectives

THE COMPANY'S OBJECTS ARE:-TO RELIEVE POVERTY AND TO CONSERVE AND PROTECT THE ENVIRONMENT IN PARTICULAR BY CARRYING OUT RESEARCH INTO THE CAUSES AND EFFECTS OF POVERTY IN AN ENVIRONMENTAL CONTEXT AND PUBLICISING THE RESULTS OF THAT RESEARCH.

Defined Area of Benefit:

NATIONAL

Data Sources

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