Finance Score: 0
Governance Score: 0
Support Score: 6
  • Strong growth: +2
  • Multiple Deficits: -2
  • No PartB
    • Large volunteer base +3
    • Overall weighted support: +3
    Overall GiG Score: 6 ?

    TREGARGUS TRUST CIO

    TO ADVANCE THE EDUCATION OF THE PUBLIC BY THE PRESERVATION AND MAINTENANCE OF THE HISTORIC, DOMESTIC AND INDUSTRIAL BUILDING SITES AND ARTIFACTS SITUATED IN THE TREGARGUS VALLEY, CORNWALL
    Analysis by Giving is Great

    Positives:

    • This charity has been successful in attracting volunteers relative to its size
    • There has been strong growth in spending over the last 5 years
    • A significant proportion of recent income was derived from major grant makers including the Government

    Financial issues to consider:

    • On several occasions in recent years income has been less than spending
    • 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
    31/10/23£13£19£-6n/an/an/an/an/an/a
    31/10/22£6£14£-8n/an/an/an/an/an/a
    31/10/21£4£1£2n/an/an/an/an/an/a
    31/10/20£17£5£13n/an/an/an/an/an/a
    31/10/19£9£4£5n/an/an/an/an/an/a
    31/10/18£6£14£-8n/an/an/an/an/an/a
    31/10/17£20£3£17n/an/an/an/an/an/a
    31/10/16£5£5£0n/an/an/an/an/an/a

    Highest pay bracket: less than £60,000
    Established: 9 years

    keithwonnacott53@btinternet.com

    01726824323

    Charity Commission for England and Wales
    UN SDGs
    ?
    Listed activities
    • Economic/Community Development/Employment
    • Education/Training
    • Environment/Conservation/Heritage
    GiG Classification
    • Museums, parks, historical sites
    How it operates
    • Other charitable activities
    • Provides buildings/facilities/open space
    • Provides human resources
    Where it operates
    • Cornwall,
    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
    Co-Operative Group - Grant to Beehive and Buzz Childcare CIC
    £3,217 21/10/2023
    We would like to update our resources and equipment for the benefit of all the children we look after, aged one to 11 years. As a charity of more than 30 years, the funding will be very beneficial.
    Cornwall Community Foundation - Safety Fencing
    £5,000 07/11/2022
    The aim of the Trust is to advance the education of the public by the preservation and maintenance of the historic, domestic and industrial building sites and artefacts situated in the Tregargus Valley
    Co-Operative Group - Grant to Beehive & Buzz! Childcare CIC
    £3,555 23/10/2021
    We would like to replace and update our computer equipment to ensure that our children have access to up-to-date technology to help them excel in their learning and development.

    Data sourced from Donors via 360 Giving

    How is it governed?

    Trustees (10)
    Current Trustees appointed
    Gender Split

    • ANDY BARCLAY Appointed: 2017
    • IVAN RUFUS BARRETT Appointed: 2022
    • KENNETH DOHERTY Appointed: 2016
    • KIM WONNACOTT Appointed: 2016
    • KEITH WONNACOTT MBE Appointed: 2016
    • MARIE ALLEN Appointed: 2016
    • MR BILL TRUSCOTT Appointed: 1999
    • MILO BRIGHT Appointed: 2017
    • SUSAN MORCOM (Chair) Appointed: 2002
    • SHARON YVONNE WREN Appointed: 2022
    Legal constitution
    • Charity registered in England & Wales on 22/01/2016, number: 1165277
    Gift Aid
    • Registered with HMRC for Gift Aid
    Policies in force
    • Bullying and harassment policy and procedures
    • Complaints handling
    • Complaints policy and procedures
    • Conflicting interests
    • Internal charity financial controls policy and procedures
    • Internal risk management policy and procedures
    • Paying staff
    • Risk management
    • Safeguarding policy and procedures
    • Safeguarding vulnerable beneficiaries
    • Serious incident reporting policy and procedures
    • Trustee conflicts of interest policy and procedures
    • Trustee expenses policy and procedures
    • Volunteer management
    Filing Record
    8 returns made; all on time
    Main office

    68 Terras Road
    St. Stephen
    St. Austell
    PL26 7RX

    Objectives

    TO ADVANCE THE EDUCATION OF THE PUBLIC BY THE PRESERVATION AND MAINTENANCE OF THE HISTORIC, DOMESTIC AND INDUSTRIAL BUILDING SITES AND ARTEFACTS SITUATED IN THE TREGARGUS VALLEY CORNWALL.

    Data Sources

    Charity Commission for England and Wales
    360 Giving

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