Finance Score: -2

Governance Score: -1

Support Score: 5

Multiple Deficits: -2
No PartB

Mainly male board: -1

Grant maker support: +5

Overall GiG Score: 2

PENZANCE AND WEST PENWITH OLD PEOPLES WELFARE TRUST

Provision of Day Care facilities and Meals on Wheels for the elderly in Penzance and West Penwith

Analysis by Giving is Great

Positives:

Spending has increased over the last 3 years relative to the previous period
A significant proportion of recent income was derived from major grant makers including the Government

Regulatory & Governance issues to consider:

The Board is predominantly male

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

Established: 52 years

www.pengarth.co.uk

pengarth_day_centre@hotmail.com

01736364307

Charity Commission for England and Wales

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
31/03/23		£251	£282	£-31	n/a	n/a	n/a	n/a	n/a	6
31/03/22	*	£236	£279	£-43	n/a	n/a	n/a	n/a	n/a	3
31/03/21		£304	£261	£43	n/a	n/a	n/a	n/a	n/a	0
31/03/20		£249	£251	£-2	n/a	n/a	n/a	n/a	n/a	0
31/03/19		£223	£223	£0	n/a	n/a	n/a	n/a	n/a	7
31/03/18	*	£201	£203	£-2	£0	£0	£0	n/a	0	0
31/03/17		£190	£191	£-1	£0	£0	£0	n/a	0	0
31/03/16		£188	£191	£-3	£0	£0	£0	n/a	0	0
31/03/15		£184	£194	£-11	£0	£0	£0	n/a	0	0
31/03/14		£215	£228	£-13	£0	£0	£0	n/a	0	0
31/03/13		£205	£230	£-25	£0	£0	£0	n/a	0	0
31/03/12		£239	£244	£-5	£0	£0	£0	n/a	0	0
31/03/11		£266	£270	£-4	£0	£0	£0	n/a	0	0
31/03/10		£204	£235	£-32	£0	£0	£0	n/a	0	0
31/03/09		£158	£187	£-29	£0	£0	£0	n/a	0	0
31/03/08		£165	£191	£-26	£0	£0	£0	n/a	0	0
31/03/07	*	£200	£222	£-22	£0	£0	£0	n/a	0	0
31/03/06	*	£211	£237	£-26	£0	£0	£0	n/a	0	0
31/03/05		£200	£222	£-22	£0	£0	£0	n/a	0	0
31/03/04	*	£190	£189	£1	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Amateur Sport
Arts/Culture/Heritage/Science
Disability
Economic/Community Development/Employment
Recreation
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Cornwall,

Who it helps

Elderly/Old People
People With Disabilities

Who works here?

Unknown number of employees
6 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.

Major supporters in last 5 years

National Lottery Community Fund	£30,139
Cornwall Community Foundation	£18,000
Masonic Trust	£10,000
Garfield Weston Foundation	£10,000
Charles Hayward Foundation	£6,000

Specific Donations

Amount	When Months	To be used for
Masonic Trust - MCF Small Grant
£10,000	22/11/2022	Unrestricted core funding for small charities
Charles Hayward Foundation - Grant to Penzance & West Penwith Old People's Welfare Trust
£6,000	02/12/2020	Additonal cleaning and transport costs for Pengarth day centre
National Lottery Community Fund - Support through covid
£30,139	27/11/2020 3	The funding will contribute to the core running costs of Pengarth Day Centre. It will ensure that people will continue to receive support so they can access essential items for survival and dignity. ....more The funding will contribute to the core running costs of Pengarth Day Centre. It will ensure that people will continue to receive support so they can access essential items for survival and dignity. The project will also make sure that social connections and relationships will be supported to help prevent chronic loneliness and isolation.
Cornwall Community Foundation - In response to Covid 19
£10,000	19/06/2020 12	To bring back off furlough three permanent members of staff for the next three months while they trial what can be achieved for their beneficiaries.
Garfield Weston Foundation - Main Grants award - COVID19 response
£10,000	29/05/2020	Health & well-being of our local community.
Cornwall Community Foundation - In response to Covid 19
£5,000	01/05/2020 7	To provide 70 meals per day 7 days a week.
Cornwall Community Foundation - In response to Covid 19
£3,000	27/03/2020 5	To meet the additional demand for their meals on wheels and to provide outreach services.
National Lottery Community Fund - Ageing Well in West Penwith
£9,612	22/02/2019 12	The project aims to provide additional support to older people experiencing mobility and other issues. The funding will be used to improve the group's venue and service provision.
Co-Operative Group - Grant to Pengarth Day Centre
£10,205	19/11/2018	To reduce the isolation of older people, we need funds for social activities, exercise classes, cognitive therapy and other activities.
Garfield Weston Foundation - WAF award
£30,000	05/10/2018	Renewing Accessability - 2 new vehicles to bring elderly people to day-care and replacement of the easy access bathing facility for them
Co-Operative Group - Grant to The Penzance and West Penwith Old People's Welfare Trust
£4,821	04/08/2017	We want to maintain and extend a day centre that provides older people with well-being, friendships and reduced isolation.
Garfield Weston Foundation - Main Grants award
£10,000	06/07/2017	Pengarth Day Centre
Henry Smith Charity - Grant to Pengarth Day Centre
£36,000	04/12/2014 36	towards three years' running costs of a project providing a day centre service for older people in a disadvantaged area of Cornwall

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Gender Split

CAROLYN JANE ROWE, Other trusteeship: PENGARTH TALKING NEWSPAPER,

CLIVE HARROLD Appointed: 2011, Other trusteeships: PENGARTH TALKING NEWSPAPER, PENWITH GATEWAY CLUB, GOOD OLD FURNITURE AVAILABLE (GOFA), WEST CORNWALL METHODIST CIRCUIT, PENGARTH DAY CENTRE,

GEOFFREY ROBERTS Appointed: 2014, Other trusteeship: PENGARTH TALKING NEWSPAPER,

MIKE COTTON, Other trusteeships: THE LEAGUE OF FRIENDS OF WEST CORNWALL HOSPITAL, PENWITH AND DISTRICT MENCAP SOCIETY, PENGARTH TALKING NEWSPAPER,

NIGEL CLARK (Chair), Other trusteeships: PENGARTH TALKING NEWSPAPER, SHEKINAH CHRISTIAN CHURCH PENZANCE TRUST, PENGARTH DAY CENTRE, THE ROTARY SHOP OF PENZANCE,

Legal constitution

Charity registered in England & Wales on 22/11/1971, number: 263223

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
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
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Volunteer management

Filing Record

20 returns made; AR22: 6 days late, AR18: 1 days late, AR07: 28 days late, AR06: 393 days late, AR04: 30 days late,

Main office

PENGARTH
MORRAB GARDENS
PENZANCE
TR18 4DA

Objectives

TO PROMOTE WITHIN THE BOROUGH OF PENZANCE AND THE RURAL DISTRICT OF WEST PENWITH THE WELFARE OF THE AGED IN ANY MANNER WHICH NOW IS OR HEREAFTER MAY BE DEEMED BY LAW TO BE CHARITABLE.

Defined Area of Benefit:

BOROUGH OF PENZANCE AND RURAL DISTRICT OF PENWITH

Data Sources