Finance Score: 0

Governance Score: -1

Support Score: 1

Poor Liquidity: -1
Good Reserves: +1

Mainly male board: -1

Grant maker support: +1

Overall GiG Score: 0

EAST DEVON PEBBLEBED HEATHS CONSERVATION TRUST

To promote, for the benefit of the public, the conservation, protection and improvement of the physical and natural environment within the area of the East Devon Pebblebed Heaths and the Otter Estuary.

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker
There have been no income shortfalls in recent years

Regulatory & Governance issues to consider:

One or more trustees receive payments or benefits from the charity for providing services to the charity
The Board is predominantly male

Financial issues to consider:

Liquidity appears to have been slender at the latest year end but very substantial unrestricted reserves are available

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		£648	£557	£90	£0	£1,931	£1,759	37.9	3	80
31/03/22		£867	£829	£38	£0	£1,952	£1,944	28.1	2	80
31/03/21		£389	£382	£7	n/a	n/a	n/a	n/a	n/a	45
31/03/20		£354	£278	£75	n/a	n/a	n/a	n/a	n/a	45
31/03/19		£364	£249	£115	n/a	n/a	n/a	n/a	n/a	40
31/03/18		£210	£182	£28	£0	£0	£0	n/a	0	0
31/03/17		£203	£149	£54	£0	£0	£0	n/a	0	0
31/03/16	*	£188	£114	£74	£0	£0	£0	n/a	0	0
31/03/15?		£489	£135	£354	£0	£0	£0	n/a	0	0
30/09/13		£230	£100	£130	£0	£0	£0	n/a	0	0
30/09/12		£285	£92	£193	£0	£0	£0	n/a	0	0
30/09/11		£269	£100	£169	£0	£0	£0	n/a	0	0
30/09/10		£213	£104	£109	£0	£0	£0	n/a	0	0
30/09/09		£183	£106	£76	£0	£0	£0	n/a	0	0
30/09/08		£120	£101	£19	£0	£0	£0	n/a	0	0
30/09/07		£206	£117	£89	£0	£0	£0	n/a	0	0
30/09/06		£101	£92	£9	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 20%
Liabilities/Income: 76%
Unrestricted Funds/Total Funds: 91%
Reserves/Spending: 37.9 months
Net Current Assets/Spending: -1 months
Quick Ratio: 0.2

Asset Split ?

Established: 19 years

www.pebblebedheaths.org.uk

mail@pebblebedheaths.org.uk

01395443881

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
Environment/Conservation/Heritage

GiG Classification

Environment conservation & animal welfare advocacy

How it operates

Provides buildings/facilities/open space
Provides services

Where it operates

Devon,

Who it helps

The General Public/Mankind

Who works here?

3 employees
80 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
DCMS - Management Agreement
£18,539	09/02/2018	Additional set of entrance steps to the north eastern side of Woodbury Castle
DCMS - Management Agreement
£18,674	21/09/2017	The provision and fitting of 3 flights of oak ladder style steps with handrails and a short walk way, plus signage boards

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Age Range of Trustees: 61-89

NOEL GEORGE HERBERT MANNS Appointed: 2018, Occupation: Director

ANDREW CHARLES JOHN COOPER BSC, Other trusteeships: SOUTH WEST ENVIRONMENTAL PARKS LIMITED, WILD PLANET TRUST, LIVING COASTS, THE WHITLEY WILDLIFE CONSERVATION TRUST,

DAVID JAMES ROPER ROBINSON Appointed: 2005, Occupation: Solicitor

JOHN CHRISTIAN VARLEY OBE TD (Chair), Other trusteeship: LORD CLINTON'S CHARITABLE TRUST,

LORD GERARD CLINTON, Occupation: Landowner

MICHAEL WILLIAMS MBE Appointed: 2012, Occupation: Retired

PETER JOHN GOTHAM Appointed: 2007, Occupation: Retired

PETER NIXON Appointed: 2019, Occupation: Director

CHARLOTTE ASHBURNER WALLIKER Appointed: 2019, Occupation: Management Consultant, Other trusteeship: UGBOROUGH VILLAGE HALL,

Legal constitution

Charitable company registered in England & Wales on 17/05/2005, number: 1109514
Registered at Companies House on 05/04/2005, number: 05413877

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
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
Investment
Paying staff
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

17 returns made; AR16: 29 days late,

Main office

ROLLE ESTATE OFFICE
BICTON ARENA
BICTON
EAST BUDLEIGH
BUDLEIGH SALTERTON
EX9 7BL

Objectives

TO PROMOTE FOR THE BENEFIT OF THE PUBLIC THE CONSERVATION, PROTECTION AND IMPROVEMENT OF THE PHYSICAL AND NATURAL ENVIRONMENT WITHIN THE AREA OF THE EAST DEVON PEBBLEBED HEATHS AND THE OTTER ESTUARY.

Defined Area of Benefit:

THE AREA OF THE EAST DEVON PEBBLEBED HEATHS AND THE OTTER ESTUARY.

Data Sources