Finance Score: -1

Governance Score: 5

Support Score: 5

Volatile income
spending growth: -1
No PartB

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

Grant maker support: +5

Overall GiG Score: 9

HARVEY'S FOUNDRY TRUST

Promoting the preservation, protection, development, improvement & education for the benefit of the people of Hayle, Cornwall & the nation, the natural historical, architectural & constructional heritage, features, objects, collections and projects of historic & public interest, including buildings of particular beauty or historical, architectural or constructional interest.

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of age and dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board is predominantly male

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income has been volatile recently but spending has been maintained

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
31/05/23		£384	£360	£24	n/a	n/a	n/a	n/a	n/a	10
31/05/22		£310	£324	£-14	n/a	n/a	n/a	n/a	n/a	18
31/05/21		£292	£2,875	£-2,583	n/a	n/a	n/a	n/a	n/a	18
31/05/20		£349	£288	£61	n/a	n/a	n/a	n/a	n/a	18
31/05/19		£496	£304	£191	n/a	n/a	n/a	n/a	n/a	14
31/05/18		£1,916	£230	£1,686	£1	£5,087	£141	7.3	4	0
31/05/17		£1,903	£219	£1,683	£1	£3,402	£119	6.5	4	0
31/05/16		£360	£220	£140	£0	£0	£0	n/a	0	0
31/05/15		£294	£150	£144	£0	£0	£0	n/a	0	0
31/05/14		£187	£154	£33	£0	£0	£0	n/a	0	0
31/05/13		£169	£166	£3	£0	£0	£0	n/a	0	0
31/05/12		£276	£131	£145	£0	£0	£0	n/a	0	0
31/05/11		£141	£145	£-4	£0	£0	£0	n/a	0	0
31/05/10		£148	£135	£13	£0	£0	£0	n/a	0	0
31/05/09		£875	£132	£744	£4	£1,247	£-3	-0.3	1	0
31/05/08	*	£131	£117	£13	£0	£0	£0	n/a	0	0
31/05/07	*	£608	£124	£484	£8	£490	£-10	-1	1	0

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Highest pay bracket: less than £60,000

Established: 18 years
(20 years as a company)

www.harveysfoundrytrust.org.uk

secretary@harveysfoundrytrust.org.uk

01736 757683

Charity Commission for England and Wales

Listed activities

Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes

GiG Classification

Museums, parks, historical sites

How it operates

Acts as an umbrella or resource body
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Sponsors or undertakes research

Where it operates

Cornwall,

Who it helps

Children/Young People
Elderly/Old People

Who works here?

Unknown number of employees
10 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.

Major supporters in last 5 years

Architectural Heritage Fund	£33,696
DCMS	£9,086
National Lottery Heritage Fund	£9,000

Specific Donations

Amount	When Months	To be used for
DCMS - John Harvey House, Hayle
£9,086	01/04/2022	Two strands of this project: rectifying structural problems and expansion of the Hayle Heritage CentreCurrently at RIBA 2 and need to move to RIBA 3 to access further funding, particularly MEND.Two ....more Two strands of this project: rectifying structural problems and expansion of the Hayle Heritage CentreCurrently at RIBA 2 and need to move to RIBA 3 to access further funding, particularly MEND.Two trial pits Research and design stage for removal of current facade and replacement with more suitable frontage.
Architectural Heritage Fund - Grant to Harvey's Foundry Trust
£33,696	04/05/2021	John Harvey House
National Lottery Heritage Fund - Grant to Harvey's Foundry Trust
£9,000	26/05/2020	COVID19: Harvey's Foundry Trust
National Lottery Heritage Fund - Grant to Harvey's Foundry Trust
£3,764,100	28/01/2014	Harvey's Foundry - Phase 3

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Age Range of Trustees: 26-85

KIERAN MCHUGH Appointed: 2022, Occupation: Accountant

PETER CHANNON Appointed: 2022, Occupation: County Councillor

SHARON JOHNSON Appointed: 2022, Occupation: Retired

STEPHEN BENNEY Appointed: 2021

BRIAN CAPPER (Chair) Appointed: 2009, Occupation: None, Other trusteeships: HAYLE DAY CARE CENTRE TRUST COMMITTEE, ANGARRACK COMMUNITY CENTRE, HAYLE DAY CARE CENTRE TRUST,

JOHN RICHARD LLOYD Appointed: 2012, Occupation: Retired

MR ROBB LELLO, Other trusteeship: PASSMORE EDWARDS INSTITUTE,

RICHARD JOHN GYLES MORTON Appointed: 2010, Occupation: Retired

STELLA MARY RUNNALLS THOMAS Appointed: 2003, Occupation: Gallery

KINGSLEY JOHN THOMAS RICKARD Appointed: 2009, Occupation: Retired, Other trusteeship: THE TREVITHICK SOCIETY,

Legal constitution

Charitable company registered in England & Wales on 03/02/2006, number: 1112920
Registered at Companies House on 14/05/2003, number: 04764003

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints 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
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Volunteer management

Filing Record

17 returns made; AR08: 35 days late, AR07: 241 days late,

Main office

Harveys Foundry Trust
Unit 3
John Harvey House
24 Foundry Square
HAYLE
Cornwall

Objectives

TO PROMOTE THE PRESERVATION, DEVELOPMENT, IMPROVEMENT AND EDUCATION FOR THE BENEFIT OF THE PEOPLE OF HAYLE, THE COUNTY OF CORNWALL AND THE NATION, THE NATURAL, HISTORICAL, ARCHITECTURAL AND CONSTRUCTIONAL HERITAGE, FEATURES, OBJECTS, COLLECTIONS AND PROJECTS OF HISTORIC AND PUBLIC INTEREST, INCLUDING IN BUILDINGS (INCLUDING ANY BUILDING AS DEFINED INSECTION 336 OF THE TOWN AND COUNTRY PLANNING ACT 1990 ) OF PARTICULAR BEAUTY OR HISTORICAL, ARCHITECTURAL OR CONSTRUCTIONAL INTEREST;

Defined Area of Benefit:

HAYLE, AND THE COUNTY OF CORNWALL

Data Sources