Finance Score: -1
Governance Score: 6
Support Score: 0
  • Reasonable growth: +1
  • Multiple Deficits: -2
  • No PartB
  • Dynamic board: +3
  • Gender balanced board: +3
  • No supporters identified
Overall GiG Score: 5 ?

THE J B PELLY TRUST 

The Trust supports specific work to conserve the environment and for humanitarian issues. As a contribution to the general public The Trust has set up two permanent centres, one in the South Hams to provide day facilities, and a second centre on Dartmoor provides for residential retreats and workshops.
Analysis by Giving is Great

Positives:

  • There has been reasonable growth in spending since inception
  • A significant proportion of recent income was derived from major grant makers including the Government
  • The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

  • 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
05/04/23£258£436£-178n/an/an/an/an/a0
05/04/22£248£313£-65n/an/an/an/an/a0
05/04/21£150£226£-77n/an/an/an/an/a0
05/04/20£160£276£-116n/an/an/an/an/a0
05/04/19£5,559£154£5,405£0£4,529£4,52935260
Highest pay bracket: less than £60,000
Established: 6 years

info@harbourhouse.org.uk

01584854708

Charity Commission for England and Wales
UN SDGs
?
Listed activities
  • General Charitable Purposes
GiG Classification
  • Provide financial or material assistance
How it operates
  • Provides buildings/facilities/open space
  • Provides other finance
  • Provides services
Where it operates
  • Devon,
Who it helps
  • The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (9)
Current Trustees appointed
Gender Split
Based on 8/9 persons

Age Range of Trustees:
Legal constitution
  • Charity registered in England & Wales on 08/05/2018, number: 1178282
Gift Aid
  • NOT registered with HMRC for Gift Aid
Policies in force
  • Bullying and harassment policy and procedures
  • Complaints policy and procedures
  • Conflicting interests
  • Engaging external speakers at charity events policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Paying staff
  • Safeguarding policy and procedures
  • 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
5 returns made; all on time
Main office

HARBOUR HOUSE
THE PROMENADE
KINGSBRIDGE
TQ7 1JD

Objectives

THE OBJECTS OF THE CIO ARE:(1) TO FURTHER OR BENEFIT THE RESIDENTS OF KINGSBRIDGE AND THE SURROUNDING AREA, WITHOUT DISTINCTION OF SEX, SEXUAL ORIENTATION, RACE OR OF POLITICAL, RELIGIOUS OR OTHER OPINIONS BYASSOCIATING TOGETHER THE SAID RESIDENTS AND THE LOCAL AUTHORITIES, VOLUNTARY AND OTHER ORGANISATIONS IN A COMMON EFFORT TO ADVANCE EDUCATION AND TO PROVIDE FACILITIES IN THE INTERESTS OF SOCIAL WELFARE FOR RECREATION AND LEISURE TIME OCCUPATION WITH THE OBJECTIVE OF IMPROVING THE CONDITIONS OF LIFE FOR THE RESIDENTS.IN FURTHERANCE OF THESE OBJECTS BUT NOT OTHERS, THE CHARITY TRUSTEES SHALL HAVE POWER:TO ESTABLISH OR SECURE THE ESTABLISHMENT OF A COMMUNITY CENTRE AND TO MAINTAIN OR MANAGE OR CO-OPERATE WITH ANY STATUTORY AUTHORITY IN THE MAINTENANCE AND MANAGEMENT OF SUCH A CENTRE FOR ACTIVITIES PROMOTED BY THE CIO IN FURTHERANCE OF THE ABOVE OBJECTS.(2) TO ADVANCE THE ARTS FOR THE PUBLIC BENEFIT, IN PARTICULAR BY THE ESTABLISHMENT AND MAINTENANCE OF AN ART GALLERY.(3) TO FURTHER SUCH CHARITABLE PURPOSES FOR THE PUBLIC BENEFIT AS ARE EXCLUSIVELY CHARITABLEACCORDING TO THE LAWS OF ENGLAND AND WALES AS THE CHARITY TRUSTEES MAY FROM TIME TO TIME DETERMINE.

Defined Area of Benefit:

LOCAL

Data Sources

Charity Commission for England and Wales
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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