Finance Score: 0

Governance Score: 3

Support Score: 0

No PartB

Dynamic board: +3

No supporters identified

Overall GiG Score: 3

EARLE'S RETREAT

Almshouse with individual flats where elderly people can live independently.

Analysis by Giving is Great

Positives:

Spending has increased over the last 3 years relative to the previous period
There have been no income shortfalls in recent years
The Board appears to be dynamic in terms of composition

Financial issues to consider:

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	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
05/02/23	*	£135	£112	£24	n/a	n/a	n/a	n/a	n/a	0
05/02/22		£99	£70	£29	n/a	n/a	n/a	n/a	n/a	0
05/02/21		£98	£72	£26	n/a	n/a	n/a	n/a	n/a	0
05/02/20		£126	£74	£52	n/a	n/a	n/a	n/a	n/a	1
05/02/19	*	£122	£83	£39	n/a	n/a	n/a	n/a	n/a	1
05/02/18		£88	£62	£26	£0	£0	£0	n/a	0	0
05/02/17		£90	£66	£23	£0	£0	£0	n/a	0	0
05/02/16		£114	£79	£35	£0	£0	£0	n/a	0	0
05/02/15		£116	£76	£40	£0	£0	£0	n/a	0	0
05/02/14		£114	£66	£48	£0	£0	£0	n/a	0	0
05/02/13		£88	£74	£14	£0	£0	£0	n/a	0	0
05/02/12		£103	£84	£19	£0	£0	£0	n/a	0	0
05/02/11	*	£103	£70	£33	£0	£0	£0	n/a	0	0
05/02/10	*	£98	£61	£37	£0	£0	£0	n/a	0	0
05/02/09		£100	£89	£11	£0	£0	£0	n/a	0	0
05/02/08		£96	£73	£23	£0	£0	£0	n/a	0	0
05/02/07	*	£107	£63	£44	£0	£0	£0	n/a	0	0
05/02/06		£64	£21	£43	£0	£0	£0	n/a	0	0
05/02/05		£78	£51	£26	£0	£0	£0	n/a	0	0
05/02/04		£80	£60	£20	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 62 years

earlesretreatclerk@gmail.com

01326 316087

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
The Prevention Or Relief Of Poverty

GiG Classification

Other facilities management and maintenance

How it operates

Provides buildings/facilities/open space

Where it operates

Cornwall,

Who it helps

Elderly/Old People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

ANNE ROSEMARY TREDGET Appointed: 2021

BARRIE LUKEY Appointed: 2017

HAZEL CLAIRE EVANS

IAN ARTHUR SYMONDS Appointed: 2023

MARTIN WINCHESTER Appointed: 2014

PHILIP HAGGAR Appointed: 2023, Other trusteeship: MSAIL,

PAUL HOBSON (Chair) Appointed: 2017, Other trusteeship: POINT QUAY ASSOCIATION,

Legal constitution

Charity registered in England & Wales on 13/03/1962, number: 204123

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Homes England

Policies in force

Complaints handling
Complaints policy and procedures
Conflicting interests
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
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures

Filing Record

20 returns made; AR23: 48 days late, AR19: 5 days late, AR11: 70 days late, AR10: 28 days late, AR07: 3 days late,

Main office

Earle's Retreat
Trelawney Road
Falmouth
Cornwall
TR11 3NG

Objectives

ALMSHOUSES FOR THE BENEFIT OF POOR PERSONS OF NOT LESS THAN 55 YEARS OF AGE OF GOOD CHARACTER.

Defined Area of Benefit:

THE PARISHES OF FALMOUTH, BUDDOCK, PENRHYN, MAWNAN AND MYLOR.

Data Sources

Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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