Finance Score: -2

Governance Score: 5

Support Score: 0

Good reserves management: +3
Multiple Deficits and declines: -5

Good trustee age range: +3
Dynamic board: +3
Mainly male board: -1

No supporters identified

Overall GiG Score: 3

VALENCIA COMMUNITIES FUND

Distribution of the Landfill Communities Fund in accordance with the Landfill Tax Regulations

Analysis by Giving is Great

Positives:

Reserves management has been consistently within official guidelines
The Board appears to be well diversified in terms of age and dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
The Board is predominantly male

Financial issues to consider:

Income has been volatile and on several occasions in recent years 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	£4,521	£5,553	£-1,031	£0	£1,589	£1,589	3.4	5	0
31/03/22	£5,821	£4,786	£1,035	£0	£2,620	£2,620	6.6	5	0
31/03/21	£4,266	£4,502	£-236	£0	£1,585	£1,585	4.2	5	0
31/03/20	£5,377	£5,520	£-143	£0	£1,821	£1,821	4	5	52
31/03/19	£6,734	£7,269	£-535	£0	£1,964	£1,964	3.2	6	52
31/03/18	£7,465	£7,433	£33	£0	£2,499	£2,499	4	6	0
31/03/17	£6,964	£8,699	£-1,736	£0	£2,466	£2,466	3.4	10	0
31/03/16	£10,267	£11,123	£-855	£0	£4,202	£3,452	3.7	10	0
31/03/15	£11,501	£17,184	£-5,683	£702	£7,655	£7,655	5.3	10	0
31/03/14	£14,874	£10,029	£4,845	£529	£13,338	£13,338	16	8	0
31/03/13	£10,816	£11,285	£-468	£435	£8,493	£8,493	9	8	0
31/03/12	£11,902	£12,435	£-532	£472	£8,962	£8,962	8.6	6	0
31/03/11	£10,186	£9,070	£1,116	£341	£9,494	£9,494	12.6	4	0
31/03/10?	£4,892	£5,019	£-126	£0	£8,378	£8,378	20	3	0
30/09/09	£10,165	£10,133	£32	£167	£8,595	£8,595	10.2	2	0
30/09/08	£10,632	£6,966	£3,666	£147	£8,563	£8,563	14.8	2	0
30/09/07	£9,111	£6,505	£2,606	£0	£4,897	£4,897	9	2	0
30/09/06	£6,349	£6,216	£133	£0	£0	£0	n/a	0	0
30/09/05	£4,530	£3,079	£1,451	£0	£0	£0	n/a	0	0
30/09/04	£3,955	£3,108	£847	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 1%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 69%
Liabilities/Income: 79%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 3.4 months
Net Current Assets/Spending: 3 months
Quick Ratio: 1.1

Asset Split ?

Established: 21 years

www.valenciacommunitiesfund.co.uk

enquiries@valenciacommunitiesfund.co.uk

01823476476

Charity Commission for England and Wales

Tweets

Listed activities

Amateur Sport
Animals
Arts/Culture/Heritage/Science
Environment/Conservation/Heritage
Recreation

GiG Classification

Grant-making foundations

How it operates

Acts as an umbrella or resource body
Makes Grants to Organisations
Provides buildings/facilities/open space

Where it operates

Scotland, Throughout England And Wales,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
The General Public/Mankind

Who works here?

5 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees: 27-81

JOHN LOCKWOOD Appointed: 2024, Occupation: Retired

JOSEPH PARRY Appointed: 2023, Occupation: Commercial Director

PATRICK HUGHES Appointed: 2024, Occupation: Business Owner

MARY PRIOR Appointed: 2015, Occupation: Retired

PETER RENSHAW (Chair) Appointed: 2008, Occupation: Retired, Other trusteeship: LEAGUE OF FRIENDS MUSGROVE PARK HOSPITAL,

SIMON LESLIE CATFORD Appointed: 2013, Occupation: Retired

DAVID BALFOUR ROBERTSON Appointed: 2014, Occupation: Chartered Accountant, Other trusteeship: EXETER ROYAL ACADEMY FOR DEAF EDUCATION,

Legal constitution

Charitable company registered in England & Wales on 14/03/2003, number: 1096538
Registered at Companies House on 25/09/2001, number: 04293742

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Paying staff
Risk management
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; all on time

Main office

PO Box 977
Taunton
Somerset
TA1 9PQ

Objectives

1.1.1 TO ACT AS SOLE DISTRIBUTIVE ENVIRONMENTAL BODY FOR VIRIDOR WASTE MANAGEMENT LANDFILL TAX CREDIT SCHEME FUNDING.1.1.2 TO PROMOTE, ENHANCE, IMPROVE, PROTECT AND CONSERVE THE PHYSICAL ENVIRONMENT, ITS BIOLOGICAL DIVERSITY AND ITS NATURAL BEAUTY IN THE UNITED KINGDOM PARTICULARLY THROUGH THE PROVISION, CONSERVATION, RESTORATION OR ENHANCEMENT OF A NATURAL HABITAT OR THE MAINTENANCE OR RECOVERY OF A SPECIES IN ITS NATURAL HABITAT.1.1.3 THE RECLAMATION, REMEDIATION OR RESTORATION OF ANY LAND IN THE UNITED KINGDOM THE USE OF WHICH FOR ANY ECONOMIC, SOCIAL OR ENVIRONMENTAL PURPOSE HAS BEEN PREVENTED OR RESTRICTED BECAUSE OF CARRYING ON OF AN ACTIVITY ON THE LAND WHICH HAS CEASED OR ANY OTHER OPERATION INTENDED TO FACILITATE ECONOMIC, SOCIAL OR ENVIRONMENTAL USE OF SUCH LAND SUBJECT TO REGULATION 33(3) OF THE REGULATIONS.1.1.4 THE CARRYING OUT OF OPERATIONS INTENDED TO (A) PREVENT OR REDUCE ANY POTENTIAL FOR POLLUTION OR (B) TO REMEDY OR MITIGATE THE EFFECTS OF ANY POLLUTION THAT HAS BEEN CAUSED IN EACH CASE IN RELATION TO ANY SUCH LAND THE CONDITION OF WHICH, BY REASON OF THE CARRYING ON OF AN ACTIVITY ON THE LAND WHICH HAS CEASED, IS SUCH THAT POLLUTION, (WHETHER OF THAT LAND OR NOT) IS BEING OR MAY BE CAUSED SUBJECT IN BOTH CASES TO REGULATION 33(3) OF THE REGULATIONS.1.1.5 RESEARCH AND DEVELOPMENT, EDUCATION OR COLLECTION AND DISSEMINATION OF THE INFORMATION ABOUT WASTE MANAGEMENT PRACTICES GENERALLY FOR THE PURPOSE OF ENCOURAGING THE USE OF MORE SUSTAINABLE WASTE MANAGEMENT PRACTICES IN THE UNITED KINGDOM.1.1.6 THE PROVISION, MAINTENANCE OR IMPROVEMENT OF PUBLIC PARKS OR OTHER PUBLIC AMENITIES WHICH ARE FOR THE PROTECTION OF THE ENVIRONMENT AND ARE IN THE VICINITY OF A LANDFILL SITE PROVIDED THAT THE PROVISION OF THE PARK OR AMENITY IS NOT REQUIRED AS A CONDITION OF ANY PLANNING PERMISSION OR OTHER STATUTORY CONSENT OR APPROVAL GRANTED ON THE APPLICATION OF ANY PERSON MAKING A QUALIFYING CONTRIBUTION TO THE CHARITY WITHIN THE MEANING OF THE REGULATIONS OR ANY MODIFICATION OR REPLACEMENT THEREOF OR BY A TERM OF AGREEMENT MADE UNDER SECTION 106 OF THE TOWN AND COUNTRY PLANNING ACT 1990 TO WHICH SUCH A PERSON IS PARTY.1.1.7 WHERE IT IS FOR THE PROTECTION OF THE ENVIRONMENT, THE MAINTENANCE, REPAIR OR RESTORATION OF A BUILDING OR OTHER STRUCTURE WHICH:(A) IS A PLACE OF RELIGIOUS WORSHIP OR OF HISTORIC OR ARCHITECTURAL INTEREST;(B) IS OPEN TO THE PUBLIC; AND(C) IS SITUATED IN THE VICINITY OF A LANDFILL SITEPROVIDED SUCH MAINTENANCE, REPAIR OR RESTORATION IS NOTE REQUIRED AS A CONDITION OF ANY PLANNING PERMISSION OR OTHER STATUTORY CONSENT OR APPROVAL GRANTED ON THE APPLICATION OF ANY PERSON MAKING A QUALIFYING CONTRIBUTION TO THE CHARITY WITHIN THE MEANING OF THE REGULATIONS OR ANY MODIFICATION OR REPLACEMENT THEREOF OR BY A TERM OF AN AGREEMENT MADE UNDER SECTION 106 OF THE TOWN AND COUNTRY PLANNING ACT 1990 TO WHICH A PERSON IS A PARTY.1.1.8 THE PROVISION OF FINANCIAL ADMINISTRATION AND OTHER SIMILAR SERVICES TO ORGANISATIONS APPROVED AS ENVIRONMENTAL BODIES BY ENTRUST AND WHICH ARE WITHIN THE REGULATIONS OR ANY MODIFICATION OR REPLACEMENT THEREOF.1.1.9 TO BE AN APPROVED BODY WITH THE REGULATIONS OR ANY MODIFICATION OR REPLACEMENT THEREOF.

Defined Area of Benefit:

NOT DEFINED. IN PRACTICE UNITED KINGDOM

Data Sources