Finance Score: -6

Governance Score: 1

Support Score: 0

Spending declining: -1
Multiple Deficits and declines: -5
No PartB

No conflicts policy: -1
Dynamic board: +3
Mainly male board: -1

Large volunteers +3

Overall GiG Score: -2

THE HASLEMERE PENNY HA'PENNY TRUST

The Haslemere Penny Ha'penny Trust is a GRANT making Trust for Community Organisations in the Haslemere (Surrey) area.The Trust will have specific projects each year that it considers will benefit the community.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
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:

This charity does not have a Conflict of Interests policy
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
Spending is declining
Income has been volatile and on several occasions in recent years 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
31/12/22	£5	£8	£-3	n/a	n/a	n/a	n/a	n/a	3
31/12/21	£7	£17	£-10	n/a	n/a	n/a	n/a	n/a	4
31/12/20	£20	£15	£6	n/a	n/a	n/a	n/a	n/a	2
31/12/19	£14	£14	£0	n/a	n/a	n/a	n/a	n/a	2
31/12/18	£11	£8	£3	£0	£0	£0	n/a	0	6
31/12/17	£42	£28	£14	£0	£0	£0	n/a	0	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 8 years

thehpht.org.uk

admin@thehpht.org.uk

01428654305

Charity Commission for England and Wales

Listed activities

Amateur Sport
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
Human Rights/Religious Or Racial Harmony/Equality Or Diversity
Recreation
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Acts as an umbrella or resource body
Makes Grants to Organisations
Provides services

Where it operates

Hampshire, Surrey, West Sussex,

Who it helps

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

Who works here?

Unknown number of employees
3 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
Community Foundation for Surrey - Funding towards a refugee family for their children to attend holiday club
£500	13/07/2021	Funding towards a refugee family for their children to attend holiday club

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

JAMES IAN MCMICHAEL Appointed: 2023

JEROME MICHAEL FRANCES DAVIDSON Appointed: 2023

KEVIN JON WHITELEY Appointed: 2022

MALCOLM CARTER (Chair) Appointed: 2016

JOHN STUART ORR Appointed: 2018, Other trusteeship: LEAGUE OF FRIENDS OF THE HASLEMERE AND DISTRICT HOSPITAL,

JACQUELINE ROSEMARY ROBINI Appointed: 2022, Other trusteeship: LEAGUE OF FRIENDS OF MILFORD HOSPITAL,

JAMES EDWARDS Appointed: 2023, Other trusteeship: THE HASLEMERE YOUTH HUB,

REV RICHARD TALBOT BODLE Appointed: 2016, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF HINDHEAD,

SIMON PAUL MCMILLAN DEAR Appointed: 2018, Other trusteeship: THE WAVERLEY ENSEMBLE (CIO),

Legal constitution

Charity registered in England & Wales on 29/09/2016, number: 1169411

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Safeguarding vulnerable beneficiaries

Filing Record

6 returns made; all on time

Main office

TOWN HALL
HIGH STREET
HASLEMERE
GU27 2HG

Objectives

TO ADVANCE SUCH PURPOSES AS ARE CHARITABLE IN LAW FOR THE BENEFIT OF THE RESIDENTS OF HASLEMERE AND THE SURROUNDING AREA IN PARTICULAR BUT NOT EXCLUSIVELY BY THE MAKING OF GRANTS TO CHARITIES AND VOLUNTARY ORGANISATIONS. FOR THE PURPOSES OF THIS CLAUSE:• CHARITIES ARE ORGANISATIONS, WHICH ARE ESTABLISHED FOR EXCLUSIVELY CHARITABLE PURPOSES INACCORDANCE WITH THE LAW OF ENGLAND AND WALES.• VOLUNTARY ORGANISATIONS ARE INDEPENDENT ORGANISATIONS, WHICH ARE ESTABLISHED FOR PURPOSES THAT ADD VALUE TO THE COMMUNITY AS A WHOLE, OR A SIGNIFICANT SECTION OF THE COMMUNITY, AND WHICH ARE NOT PERMITTED BY THEIR CONSTITUTION TO MAKE A PROFIT FOR PRIVATE DISTRIBUTION. VOLUNTARY ORGANISATIONS DO NOT INCLUDE LOCAL GOVERNMENT OR OTHER STATUTORY AUTHORITIES.

Defined Area of Benefit:

LOCAL

Data Sources