Finance Score: -2

Governance Score: 2

Support Score: 2

Multiple Deficits: -2
No PartB

Dynamic board: +3
Mainly male board: -1

Grant maker support: +2

Overall GiG Score: 2

THE GAIA TRUST (CIO)

To protect indigenous flora and fauna, preserve and improve features of historic and environmental interest; educate the public in issues relating to biodiversity and traditional skills.

Analysis by Giving is Great

Positives:

A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board is predominantly male
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
On several occasions in recent years income has been 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
28/02/23		£127	£113	£13	n/a	n/a	n/a	n/a	n/a	20
28/02/22		£126	£118	£8	n/a	n/a	n/a	n/a	n/a	10
28/02/21		£73	£128	£-55	n/a	n/a	n/a	n/a	n/a	10
29/02/20		£102	£114	£-13	n/a	n/a	n/a	n/a	n/a	8
28/02/19		£111	£119	£-8	n/a	n/a	n/a	n/a	n/a	12
28/02/18		£76	£99	£-23	£0	£0	£0	n/a	0	0
28/02/17		£144	£95	£49	£0	£0	£0	n/a	0	0
28/02/16	*	£115	£125	£-9	£0	£0	£0	n/a	0	0
28/02/15		£4,438	£4	£4,434	£-1	£4,434	£1,449	4465.1	2	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 10 years

www.gaiatrust.org.uk

edworthy@gaiatrust.org.uk

01837680171

Charity Commission for England and Wales

Listed activities

Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage

GiG Classification

Animal sanctuaries and shelters

How it operates

Acts as an umbrella or resource body
Provides buildings/facilities/open space

Where it operates

Cornwall, Devon,

Who it helps

The General Public/Mankind

Who works here?

Unknown number of employees
20 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
National Lottery Community Fund - Treraven Volunteers Cabin
£9,920	13/01/2023	The funding will be used to build a new cabin on their farm with the aim of providing shelter during poor weather storage and a small social space for volunteers and the local community who visit ....more The funding will be used to build a new cabin on their farm with the aim of providing shelter during poor weather storage and a small social space for volunteers and the local community who visit their site to learn more about the environment and improve well-being.
National Lottery Community Fund - Project Quad Bike
£7,000	27/03/2019 12	The funding will be used to purchase a replacement quad bike for the farm. The project offers wellbeing support to the community through outdoor activities.
National Lottery Heritage Fund - Grant to The Gaia Trust
£23,700	10/03/2015	Targeted audit of Gaia properties with business plans for the next five years

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

CHARLES DAVID EVANS Appointed: 2016

CHARLES HULBERT-POWELL Appointed: 2023

LAURENCE PHIPPEN Appointed: 2022

JANE RICHARDS Appointed: 2022, Other trusteeship: LOSTWITHIEL TOWN BAND,

MARK JOHN STEER Appointed: 2021, Occupation: Retired, Other trusteeship: COSGARNE HALL LTD.,

Legal constitution

Charity registered in England & Wales on 06/03/2014, number: 1156047

Gift Aid

Registered with HMRC for Gift Aid

Event History

23/09/2015 - Asset transfer in from THE YARNER TRUST
08/08/2016 - Asset transfer in from THE GAIA TRUST

Policies in force

Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

9 returns made; AR16: 27 days late,

Main office

9 Park Place
Eggesford Road
Winkleigh
EX19 8JN

Objectives

THE OBJECTS OF THE CIO ARE TO SUPPORT AND PROMOTE SUCH CHARITABLE PURPOSES AS THE TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION DETERMINE AND IN PARTICULAR BUT WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING:-1. TO PROTECT AND PRESERVE INDIGENOUS FLORA AND FAUNA AND IN PARTICULAR ENDANGERED SPECIES. 2. TO ADVANCE THE EDUCATION OF THE PUBLIC IN RURAL CRAFTS AND SKILLS AND IN SUBJECTS RELATED TO ENVIRONMENTAL AND ECOLOGICAL ISSUES.3. TO SECURE THE PRESERVATION PROTECTION DEVELOPMENT AND IMPROVEMENT OF FEATURES OF HISTORIC AND PUBLIC INTEREST.

Data Sources