Finance Score: -1

Governance Score: 0

Support Score: 2

Spending falling: -1
No PartB

Grant maker support: +2

Overall GiG Score: 1

HELEN'S TRUST

Helen's Trust provides support to people of any age, with any terminal illness who wish to stay at home in the last 6 months of their lives. Care and equipment is organised and funded by the charity.

Analysis by Giving is Great

Positives:

The charity has received backing from a grant maker

Regulatory & Governance issues to consider:

Over half the Board have joined recently

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending has fallen significantly over the last 5 years relative to the previous period

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
06/09/22		£0	£0	£0	n/a	n/a	n/a	n/a	n/a	0
06/09/21		£0	£0	£0	n/a	n/a	n/a	n/a	n/a	0
30/09/20	*	£402	£503	£-101	n/a	n/a	n/a	n/a	n/a	110
30/09/19		£346	£416	£-70	n/a	n/a	n/a	n/a	n/a	100
30/09/18		£309	£323	£-14	£0	£0	£0	n/a	0	115
30/09/17		£268	£257	£11	£0	£0	£0	n/a	0	0
30/09/16		£280	£222	£58	£0	£0	£0	n/a	0	0
30/09/15		£221	£219	£2	£0	£0	£0	n/a	0	0
30/09/14		£192	£213	£-21	£0	£0	£0	n/a	0	0
30/09/13		£206	£230	£-24	£0	£0	£0	n/a	0	0
30/09/12		£157	£245	£-88	£0	£0	£0	n/a	0	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 13 years

www.helenstrust.org.uk

shane.oreilly@blythehouse.co.uk

01629812759

Charity Commission for England and Wales

Tweets

Listed activities

The Advancement Of Health Or Saving Of Lives

GiG Classification

Poverty relief

How it operates

Provides human resources
Provides services

Where it operates

Derbyshire,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities
The General Public/Mankind

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 - VSCE CMC Fund
£10,000	29/09/2020	NET, Comic Relief and Children in Need will use this funding to provide: increased support to vulnerable people and hidden groups, thus reducing the burden on public services; reach local grassroots ....more NET, Comic Relief and Children in Need will use this funding to provide: increased support to vulnerable people and hidden groups, thus reducing the burden on public services; reach local grassroots and small organisations who can provide an on-the-ground community response to the crisis; and, support local charitable organisations to mobilise volunteers to enable better targeted support in communities through empowered local groups.
DCMS - Coronavirus Community Support Fund
£10,000	19/08/2020	"The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to ....more "The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to operate, thereby reducing the burden on public services.2) To ensure essential services are provided to vulnerable people, both in the short and long term through increased community support through the work of charitable organisations."
Co-Operative Group - Grant to Helen's Trust
£2,688	04/08/2017	Help us support those caring for someone with terminal illness with a special social group reducing the negative impact on their own health

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

Age Range of Trustees: 50-69

DELIA MARIE BUTLER Appointed: 2022, Occupation: Accountant

RUTH OLIVE BROWN Appointed: 2022, Occupation: Retired

SARAH ELIZABETH ROWLAND Appointed: 2014, Occupation: Solicitor (Partner), Other trusteeship: HIGH PEAK HOSPICECARE,

TIMOTHY JOHN MOURNE Appointed: 2022, Occupation: Certified Chartered Accountant, Other trusteeship: HIGH PEAK HOSPICECARE,

Legal constitution

Charitable company registered in England & Wales on 10/06/2011, number: 1142370
Registered at Companies House on 02/06/2011, number: 07655888

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

11 returns made; AR20: 175 days late,

Main office

Helens Trust
Unit 2 Granby Road
BAKEWELL
DE45 1ES

Objectives

TO PROVIDE CARE AND SUPPORT WHICH ENABLES THOSE LIVING IN NORTH DERBYSHIRE AND SHEFFIELD AND WHO ARE SUFFERING FROM INCURABLE ILLNESSES TO STAY AT HOME. SUCH SERVICES SHALL BE PROVIDED WITHOUT CHARGE TO BENEFICIARIES OR THEIR FAMILIES AND SHALL BE PROVIDED IN CLOSE CONSULTATION WITH OTHER CARE PROFESSIONALS, PARTICULARLY PRIMARY HEALTH CARE PROFESSIONALS, SO LONG AS THE SERVICES DO NOT REPLACE ANY STATUTORY OBLIGATION.

Data Sources