Finance Score: 0

Governance Score: 1

Support Score: 2

Strong growth: +2
Deficit latest year: -2
No PartB

Only 4 Trustees: -1
Good trustee age range: +3
Gender balanced board: +3
Multiple returns filed late: -4

Overall weighted support: +2

Overall GiG Score: 3

HOLSWORTHY COMMUNITY PROPERTY TRUST LIMITED

The charity's objects are to provide affordable property to people who are in necessitous circumstances within the Holsworthy Market and Market and Coastal Town Inititative and surrounding areas.

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker recently
There has been strong growth in spending over the last 5 years

Regulatory & Governance issues to consider:

Why are there only 4 trustees?
Returns have been filed late on 4 occasions over the last 5 years and the current period appears to have been extended

Financial issues to consider:

Income was lower than spending in the latest year
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
30/04/23	*	£113	£139	£-25	n/a	n/a	n/a	n/a	n/a	n/a
30/04/22	*	£106	£93	£13	n/a	n/a	n/a	n/a	n/a	n/a
30/04/21		£78	£44	£34	n/a	n/a	n/a	n/a	n/a	n/a
30/04/20	*	£131	£55	£76	n/a	n/a	n/a	n/a	n/a	n/a
30/04/19?	*	£83	£62	£22	n/a	n/a	n/a	n/a	n/a	n/a
30/04/17	*	£24	£25	£-2	n/a	n/a	n/a	n/a	n/a	n/a
30/04/16	*	£34	£33	£1	n/a	n/a	n/a	n/a	n/a	n/a
30/04/15	*	£29	£29	£0	n/a	n/a	n/a	n/a	n/a	n/a
30/04/14		£34	£31	£3	n/a	n/a	n/a	n/a	n/a	n/a
30/04/13		£444	£308	£136	n/a	n/a	n/a	n/a	n/a	n/a
30/04/12	*	£22	£22	£0	n/a	n/a	n/a	n/a	n/a	n/a
30/04/11		£13	£17	£-4	n/a	n/a	n/a	n/a	n/a	n/a
30/04/10		£12	£19	£-6	n/a	n/a	n/a	n/a	n/a	n/a
30/04/09		£109	£24	£85	n/a	n/a	n/a	n/a	n/a	n/a
30/04/08		£465	£242	£222	n/a	n/a	n/a	n/a	n/a	n/a
30/04/07		£30	£16	£14	n/a	n/a	n/a	n/a	n/a	n/a

Show more rows -->

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Download accounts

Highest pay bracket: less than £60,000

Established: 18 years

www.homesforholsworthy.org.uk

pam.johns@coodes.co.uk

01409253425

Charity Commission for England and Wales

Tweets

Listed activities

Accommodation/Housing
Economic/Community Development/Employment
General Charitable Purposes

GiG Classification

Other facilities management and maintenance

How it operates

Provides buildings/facilities/open space

Where it operates

Cornwall, Devon,

Who it helps

The General Public/Mankind

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.

Specific Donations

Amount	When Months	To be used for
Devon Community Foundation - Holsy Rebel Music Club
£3,707	29/03/2023	Additional sessions delivered as part of the Holsy Rebel Music Club project.
Devon Community Foundation - School Holiday Activity Programs
£5,000	11/10/2021 3	Providing better, more structured youth club activities and engagement as a means of reducing antisocial behaviour
Devon Community Foundation - Kitchen Refurbishment
£5,000	18/06/2019 7	refurbishing the kitchen area of the Youth Centre to replace existing dated equipment with items more appropriate for commercial use, helping to enhance facilities and improve sustainability of the Centre
Esmee Fairbairn - Grant to Holsworthy Community Property Trust
£5,000	30/06/2010 6	Towards Unrestricted core costs Towards the core costs of an organisation that seeks to develop a replicable model for sustainable community land trusts.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

Age Range of Trustees: 39-79

JOHN ALEXANDER ALLEN Appointed: 2005, Occupation: Retired Retailer

KENNETH JOHN JAMES Appointed: 2007, Occupation: Farmer

PAMELA JANE JOHNS (Chair) Appointed: 2022, Occupation: Solicitor

PHOEBE JOY MILLAR Appointed: 2017, Occupation: Chartered Surveyor

Legal constitution

Charitable company registered in England & Wales on 06/06/2006, number: 1114577
Registered at Companies House on 04/04/2005, number: 05412359

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Financial Conduct Authority

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 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

16 returns made; AR23: 153 days late, AR22: 139 days late, AR20: 234 days late, AR19: 599 days late, AR17: 0 days late, AR16: 0 days late, AR15: 1 days late, AR12: 20 days late,

Main office

4 BODMIN STREET
HOLSWORTHY
DEVON
EX22 6BB

Objectives

1 PROVIDING HOUSES OR FLATS OR OTHER SIMILAR PROPERTIES AND ANY ASSOCIATED AMENITIES FOR PERSONS IN NECESSITOUS CIRCUMSTANCES WITHIN THE AREA OF BENEFIT UPON TERMS APPROPRIATE TO THEIR MEANS.2 PROVIDING FOR THE AGED, DISABLED, HANDICAPPED (WHETHER MENTALLY OR PHYSICALLY) OR CHRONICALLY SICK PERSONS IN NEED THEREOF HOUSES FLATS OR SIMILAR PROPERTIES AND ANY ASSOCIATED AMENITIES SPECIALLY DESIGNED OR ADAPTED TO MEET THE DISABILITIES AND REQUIREMENTS OF SUCH PERSONS;3 PROVIDING SERVICES, ADVICE OR ASSISTANCE UPON TERMS APPROPRIATE TO THEIR MEANS IN THE INTEREST OF SOCIAL WELFARE WITH THE OBJECT OF IMPROVING THE CONDITIONS OF LIFE FOR THE RESIDENTS OF THE AREA OF BENEFIT.4 THE PROVISION OF FACILITIES FOR RECREATION OR OTHER LEISURE TIME OCCUPATION IN THE INTEREST OF SOCIAL WELFARE WITH THE OBJECT OF IMPROVING THE CONDITIONS OF LIFE FOR THE RESIDENTS OF THE AREA OF BENEFIT.5 THE RELIEF OF POVERTY IN SUCH WAYS AS MAY BE THOUGHT FIT AMONGST THE RESIDENTS OF THE AREA OF BENEFIT.6 THE ADVANCEMENT OF EDUCATION AND VOCATIONAL TRAINING AMONGST THE RESIDENTS OF THE AREA OF BENEFIT AND THE CREATION OF TRAINING AND EMPLOYMENT OPPORTUNITIES BY THE PROVISION OF WORKSPACE, BUILDINGS AND/OR LAND FOR USE ON FAVOURABLE TERMS.7 THE PROTECTION OR CONSERVATION OF THE ENVIRONMENT INCLUDING THE CONSERVATION, RESTORATION AND RE-ESTABLISHMENT OF TREES IN PARTICULAR BROAD LEAFED TREES PLANTS AND ALL FORMS OF WILDLIFE AND THEREBY TO SECURE THE ENJOYMENT BY THE RESIDENTS OF THE AREA OF BENEFIT OF THE NATURAL ENVIRONMENT.8 THE PROVISION OF PUBLIC HEALTH FACILITIES AND CHILD CARE.9 THE PROMOTION FOR THE BENEFIT OF THE PUBLIC, IN PARTNERSHIP WITH THE POLICE AND OTHER BODIES AND AGENCIES, OF THE PROTECTION OF PEOPLE AND PROPERTY FROM AND THE PREVENTION OF CRIMINAL ACTS, IN PARTICULAR THROUGH ASSISTING IN MEASURES DESIGNED TO REDUCE THE LEVEL OF CRIME, ANTI-SOCIAL BEHAVIOUR, DRUG AND ALCOHOL DEPENDENCY AND VEHICLE SPEEDING AND TO PROVIDE EDUCATION INFORMATION AND PRACTICAL ASSISTANCE IN COMMUNITY SAFETY TO THE COMMUNITY.'HOUSES' SHALL HAVE THE MEANING GIVEN BY SECTION 106 OF THE HOUSING ASSOCIATIONS ACT 1985 AND SHALL INCLUDE BLOCKS OF FLATS WITHIN THE MEANING OF SECTION OF THE HOUSING ASSOCIATIONS ACT 1985...

Defined Area of Benefit:

NOT DEFINED. IN PRACTICE, DEVON AND CORNWALL.

Data Sources

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