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
05/04/23	£258	£436	£-178	n/a	n/a	n/a	n/a	n/a
05/04/22	£248	£313	£-65	n/a	n/a	n/a	n/a	n/a
05/04/21	£150	£226	£-77	n/a	n/a	n/a	n/a	n/a
05/04/20	£160	£276	£-116	n/a	n/a	n/a	n/a	n/a
05/04/19	£5,559	£154	£5,405	£0	£4,529	£4,529	352	6

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Highest pay bracket: less than £60,000

Established: 6 years

info@harbourhouse.org.uk

01584854708

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Poverty relief

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:

CAT BAGG Appointed: 2023

AMY LIGHTFOOT Appointed: 2023

ANNABEL MARIE BENNETT Appointed: 2023

CAROLINE JANE FORCER Appointed: 2022

JUDITH ROBINSON Appointed: 2023

PETE LAWRENCE Appointed: 2023

RACHEL HARRINGTON Appointed: 2023, Other trusteeship: BREAKING BARRIERS,

NICHOLAS ANTHONY GRODHUNCE Appointed: 2021, Occupation: Company Director, Other trusteeship: THE LENKIEWICZ FOUNDATION,

NIGEL LLEWELLYN Appointed: 2022, Occupation: Art Historian, Other trusteeship: THE EDWARD JAMES FOUNDATION LIMITED,

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