Finance Score: 0

Governance Score: 5

Support Score: 0

12+ Trustees: -1
Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 5

OKEHAMPTON UNITED CHARITY

The charity makes grants to organisations providing charitable benefits to the residents of the parishes of Okehampton and Okehampton Hamlets. The charity provides two almshouses which are available to residents of the parishes who are in need, hardship or distress.

Analysis by Giving is Great

Positives:

This charity has an endowment fund which generates most of its income
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

There are 13 trustees whereas the Charities Commission recommends a maximum of 12

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
31/12/22	£507	£404	£103	£0	£14,736	£244	7.3	3
31/12/21	£507	£430	£77	£0	£16,379	£112	3.1	2
31/12/20	£403	£360	£44	n/a	n/a	n/a	n/a	n/a
31/12/19	£477	£449	£28	n/a	n/a	n/a	n/a	n/a
31/12/18	£417	£494	£-77	£0	£0	£0	n/a	0
31/12/17	£455	£402	£53	£0	£0	£0	n/a	0
31/12/16	£417	£603	£-186	£0	£0	£0	n/a	0
31/12/15	£417	£458	£-41	£0	£0	£0	n/a	0
31/12/14	£470	£396	£74	£0	£0	£0	n/a	0
31/12/13	£417	£446	£-29	£0	£0	£0	n/a	0
31/12/12	£381	£612	£-230	£0	£0	£0	n/a	0
31/12/11	£433	£360	£73	£0	£0	£0	n/a	0
31/12/10	£453	£409	£44	£0	£0	£0	n/a	0
31/12/09	£497	£398	£100	£0	£0	£0	n/a	0
31/12/08	£482	£559	£-77	£0	£0	£0	n/a	0
31/12/07	£484	£329	£155	£0	£0	£0	n/a	0
31/12/06	£286	£263	£24	£0	£0	£0	n/a	0
31/12/05	£117	£163	£-46	£0	£0	£0	n/a	0
31/12/04	£99	£105	£-7	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 1%
Liabilities/Income: 28%
Unrestricted Funds/Total Funds: 2%
Reserves/Spending: 7.3 months
Net Current Assets/Spending: 7 months
Quick Ratio: 2.7

Asset Split ?

Established: 45 years

www.okehamptoncharities.org.uk

clerk@okehamptoncharities.org.uk

07715621480

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
Amateur Sport
Animals
Armed Forces/Emergency Service Efficiency
Arts/Culture/Heritage/Science
Disability
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
Human Rights/Religious Or Racial Harmony/Equality Or Diversity
Other Charitable Purposes
Recreation
Religious Activities
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Other facilities management and maintenance

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Other charitable activities
Provides buildings/facilities/open space

Where it operates

Devon,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
People With Disabilities
The General Public/Mankind

Who works here?

3 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (13)

Current Trustees appointed

Gender Split

Based on 11/13 persons

DR M IRELAND Appointed: 2012

CHRISTINE MARIE MARSH Appointed: 2017

JENNY AILEEN GIBBONS Appointed: 2016

JOANNA ELIZABETH MORGAN Appointed: 2021

JOHN ROBERT SIMMONS Appointed: 2024

MARIA JANE COOPER Appointed: 2013

MR D CHAPMAN (Chair) Appointed: 2017

REV S COOK, Other trusteeships: SIMMONS HOMES, OKEHAMPTON UNITED ECCLESIASTICAL CHARITY,

ROSS CAMPBELL Appointed: 2019

DR PHILIP JAMES MURRAY Appointed: 2021, Other trusteeship: THE BRITISH GRASSLAND SOCIETY,

MR A FISHER Appointed: 2023, Other trusteeship: SIMMONS HOMES,

PHILIP TERRY DAVIES Appointed: 2021, Other trusteeships: OKEHAMPTON COMMUNITY AND RECREATION ASSOCIATION, SIDCOT EDUCATION TRUST, OKEHAMPTON AND DISTRICT AGRICULTURAL ASSOCIATION, SIDCOT SCHOOL EDUCATION TRUST CIO,

ROBERT JOHN TOLLEY Appointed: 2021, Other trusteeship: OKEHAMPTON COMMUNITY AND RECREATION ASSOCIATION,

Legal constitution

Charity registered in England & Wales on 13/11/1979, number: 202686

Gift Aid

NOT registered with HMRC for Gift Aid

Event History

21/09/2021 - Asset transfer in from AGE CONCERN OKEHAMPTON AND TORRIDGE
01/08/2022 - Asset transfer in from OKEHAMPTON EDUCATIONAL FOUNDATION

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

19 returns made; all on time

Recent reorganisation events:

Asset transfer in from AGE CONCERN OKEHAMPTON AND TORRIDGE on 21/09/2021
Asset transfer in from OKEHAMPTON EDUCATIONAL FOUNDATION on 01/08/2022

Main office

Okehampton United Charity
PO Box 109
Okehampton
EX20 9BF

Objectives

UNITED CHARITY BRANCH: (1) MAKE A PAYMENT OF £4,500 TO OKEHAMPTON UNITED ECCLESIASTICAL CHARITY (1077584) FOR THE UPKEEP OF ST JAMES’ CHAPEL. (2) APPLY THE SUM OF £1,000 FOR THE RELIEF OF NEED OR SICKNESS IN ACCORDANCE WITH CLAUSE 32 (OF THE GOVERNING DOCUMENT). (3) DIVIDE THE REMAINING INCOME INTO SEVEN EQUAL PARTS AND APPLY IT AS FOLLOWS: (I) FOUR EQUAL PARTS TO BE APPLIED FOR SUCH CHARITABLE PURPOSES FOR THE BENEFIT OF THE INHABITANTS OF THE AREA OF BENEFIT; AND (II) THREE EQUAL PARTS TO BE APPLIED: (1) NOT MORE THAN ONE THIRD PART OF THE CLEAR YEARLY INCOME IN PROVIDING SPECIAL BENEFITS FOR OKEHAMPTON COLLEGE OR, IF THE SAID INCOME IS NOT REQUIRED FOR THAT SCHOOL, FOR SUCH OTHER STATE FUNDED PRIMARY SCHOOLS IN THE AREA OF BENEFIT AS MAY BE AGREED FROM TIME TO TIME BETWEEN THE TRUSTEES AND THE GOVERNORS OF OKEHAMPTON COLLEGE AFTER CONSULTATION.ALMSHOUSE BRANCH: THE PROVISION OF ACCOMMODATION FOR PERSONS WHO ARE IN NEED HARDSHIP OR DISTRESS AND ARE RESIDENT IN THE AREA OF BENEFIT.

Defined Area of Benefit:

THE PARISHES OF OKEHAMPTON AND OKEHAMPTON HAMLETS.

Data Sources