Finance Score: -3

Governance Score: 9

Support Score: 0

Spending falling: -1
Multiple Deficits: -2
No PartB

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 6

POBL TRUST

Pobl Trust (formerly known as Gwalia Trust) is a charitable arm of Pobl Group. the aim of the Trust is to help improve the quality of life for people and communities across areas where Pobl works. The Trust will donate up to £1000 per donation to good causes.

Analysis by Giving is Great

Positives:

The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition
This charity is based in an area of high deprivation

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
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
31/03/23		£129	£43	£86	n/a	n/a	n/a	n/a	n/a	5
31/03/22		£80	£71	£9	n/a	n/a	n/a	n/a	n/a	0
31/03/21		£74	£8	£66	n/a	n/a	n/a	n/a	n/a	0
31/03/20		£61	£1,339	£-1,278	n/a	n/a	n/a	n/a	n/a	8
31/03/19		£49	£215	£-166	n/a	n/a	n/a	n/a	n/a	6
31/03/18		£15	£211	£-197	£0	£0	£0	n/a	0	0
31/03/17	*	£262	£283	£-22	£0	£0	£0	n/a	0	0
31/03/16	*	£237	£337	£-100	£0	£0	£0	n/a	0	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 9 years

https://pobltust.co.uk

pobltrust@poblgroup.co.uk

0800 012 1080

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
Disability
Education/Training
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides buildings/facilities/open space
Provides other finance
Provides services
Sponsors or undertakes research

Where it operates

Throughout Wales,

This charity is based in an area of high deprivation

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities

Who works here?

Unknown number of employees
5 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 - CHAPS - Cyrenians Horse and Pony Scheme
£424,511	20/04/2015 24	CHAPS - Cyrenians Horse and Pony Scheme

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Age Range of Trustees: 33-53

ASHLEIGH CALNAN Appointed: 2021, Occupation: Communications Officer

CHRISTOPHER DAVIES Appointed: 2021, Occupation: Learning Facilitator

DAFYDD HELLARD Appointed: 2021, Occupation: Community Development Officer

EMILY VICTORIA SAUNDERS Appointed: 2022, Occupation: Business Advisor

PHILIPPA HUNT Appointed: 2021, Occupation: Health And Safety

VICORIA LEIGH EYNON Appointed: 2022, Occupation: Hr

VICTORIA EVANS Appointed: 2022, Occupation: Homes And Communities Manager

WILLIAM GARETH HUGHES WILLIAMS Appointed: 2021, Occupation: Area Manager - Care And Support

LUCIE THOMAS Appointed: 2020, Occupation: Hr Lead

THOMAS CADWALLADER Appointed: 2020, Occupation: Procurement Lead

ALISON HABERSTRAW Appointed: 2020, Occupation: Assistant Director, Other trusteeship: LEARNING DISABILITY WALES - ANABLEDD DYSGU CYMRU,

Legal constitution

Charitable company registered in England & Wales on 29/04/2015, number: 1161479
Registered at Companies House on 23/07/2013, number: 08621335

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Financial Conduct Authority
Welsh Government (Social Landlords And Housing Associations)

Policies in force

Complaints handling
Conflicting interests
Investment
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

8 returns made; AR17: 10 days late, AR16: 375 days late,

Main office

Pobl Group
Exchange House
The Old Post Office
High Street
NEWPORT
NP20 1AA

Objectives

THE OBJECTS OF THE CHARITY ARE THE RELIEF OF THOSE IN NEED BY REASON OF POVERTY, HOMELESSNESS, OLD AGE, MENTAL OR PHYSICAL DISABILITY OR ILL HEALTH BY THE PROVISION OF GRANTS, ITEMS AND SERVICES TO INDIVIDUALS IN NEED AND/OR INDIVIDUALS, CHARITIES OR OTHER ORGANISATIONS WORKING TO RELIEVE SUCH NEEDS, AND THE PROVISION OF EDUCATION, TRAINING, ADVICE AND ASSISTANCE TO THOSE INVOLVED OR ENGAGED IN OR BENEFITTING FROM THE PROVISION OF SUCH GRANTS, ITEMS AND SERVICES.

Data Sources