Causes
 X
Resources
 X
User Services
 X
home >> charity search >> the pargiter trust
Finance Score: -5
Governance Score: 3
Support Score: 0
  • Liabilities <10%: +3
  • Excess reserves: -5
  • Positive trading contribution: +2;Fundraising costs high: -5
  • Gender balanced board: +3
  • No supporters identified
Overall GiG Score: -2 ?

THE PARGITER TRUST

To make grants in England and Guernsey to enable disadvantaged older people to be independent, healthy and socially included.To work collaboratively to find innovative ways to help disadvantaged older people to be independent, healthy and socially included.
Analysis by Giving is Great

Positives:

  • This charity has a robust balance sheet
  • More than half of total income was derived from trading and fees in the latest year
  • The Board appears to be well diversified in terms of gender

Financial issues to consider:

  • This charity has substantial assets and unrestricted reserves of £5,940,700 available, equivalent to 99 months of spending and so may not be able to utilise additional funding
  • Fundraising costs are extremely high relative to funds raised
Find similar charities within: miles

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
31/12/23£799£721£78£114£14,021£5,94198.900
31/12/22£774£730£44£108£13,306£5,22685.900
31/12/21£748£687£61£147£14,176£6,096106.500
31/12/20£753£807£-54£126£13,597£5,5178200
31/12/19£744£827£-83£9£13,607£500.700
31/12/18£682£671£11£232£12,379£2103.800
31/12/17£632£761£-128£282£12,640£2273.600
31/12/16£722£503£220£174£12,324£2766.610
31/12/15£695£873£-178£672£12,510£12,22816810
Show more rows -->

Download accounts
Financial Ratios
Fundraising Costs/Relevant Income: INF%
Fundraising Costs/Total Spending: 23.1%
Highest pay band: Less than £60,000
Liabilities/Assets: 1%
Liabilities/Income: 18%
Unrestricted Funds/Total Funds: 42%
Reserves/Spending: 98.9 months
Net Current Assets/Spending: 3 months
Quick Ratio: 2.3
Asset Split ?
Balance Sheet History
Established: 10 years

admin@pargitertrust.org.uk

07980932716

Charity Commission for England and Wales
UN SDGs
?
Listed activities
  • General Charitable Purposes
  • The Prevention Or Relief Of Poverty
GiG Classification
  • Grant-making foundations
How it operates
  • Makes grants to organisations
Where it operates
  • Guernsey, Throughout England,
Who it helps
  • Elderly/Old People
  • Other Charities Or Voluntary Bodies
  • The General Public/Mankind

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)
Current Trustees appointed
Gender Split

  • ELLA GILBODY Appointed: 2022
  • MARTYN MOGFORD Appointed: 2014
  • MRS S C GARDINER (Chair) Appointed: 2014
  • MIKE STARKEY Appointed: 2018
  • PAUL METCALFE Appointed: 2019
  • VICTORIA WESTHORP Appointed: 2014
Legal constitution
  • Charity registered in England & Wales on 08/07/2014, number: 1157779
Gift Aid
  • NOT registered with HMRC for Gift Aid
Policies in force
  • Bullying and harassment policy and procedures
  • Campaigns and political activity policy and procedures
  • 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
  • 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
Filing Record
9 returns made; all on time
Main office

AC Mole & Sons
Stafford House
Blackbrook Park Avenue
TAUNTON
Somerset
TA1 2PX

Objectives

THE OBJECTS OF THE CHARITY ARE TO PROMOTE ALL PURPOSES WHICH ARE CHARITABLE UNDER THE LAWS OF ENGLAND AND WALES FROM TIME TO TIME AND IN PARTICULAR BUT WITHOUT LIMITATION FOR THE RELIEF OF THE ELDERLY LIVING IN ENGLAND AND THE BAILIWICK OF GUERNSEY.

Data Sources

Charity Commission for England and Wales

Tips for Selecting Charities

Which areas of philanthropy are most effective?
 The text of this post is taken from an article on the Effective Altruism forum. It suggests that you can achieve the most impact by supporting causes that fight extreme poverty, improving animal welfare....more
Our Top Tips for Philanthropy
 Here are some ideas to help you gain more satisfaction from your philanthropy and confidence that the causes you have selected are impactful. Engage your brain, as well as your heart You....more
How to become a Philanthropist
 In this Blog we outline a strategy to help people who are new to philanthropy and for those who feel dissatisfied with the impact they are having. Effective philanthropy is immensely rewarding for donors,....more

Watch Inspiring Videos

Save the upside down forest
Change the ending - the pain of Alzheimers
Help Dads in prison stay in touch with their children
Giving is Great
Share
Copy Link
×