Finance Score: -5

Governance Score: -3

Support Score: 3

Multiple Deficits and declines: -5
No PartB

All male board: -3

Gov Income
Grant maker support: +3

Overall GiG Score: -5

TOTNES TRUST

Conserving and improving the town's unique historic buildings' heritage.Conserving, improving and creating useful and beautiful public spaces within the town.Acting on any other public realm matters which complement and enhance the town?s buildings and spaces, and the enjoyment of them by local people and visitors.

Analysis by Giving is Great

Positives:

The charity has received Government grants

Regulatory & Governance issues to consider:

The Board is completely 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
Income has been volatile and on several occasions in recent years 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
31/03/23		£17	£21	£-3	n/a	n/a	n/a	n/a	n/a
31/03/22		£22	£17	£5	n/a	n/a	n/a	n/a	n/a
31/03/21		£10	£14	£-5	n/a	n/a	n/a	n/a	n/a
31/03/20		£27	£24	£3	n/a	n/a	n/a	n/a	n/a
31/03/19		£12	£10	£3	n/a	n/a	n/a	n/a	n/a
31/03/18	*	£37	£114	£-77	£0	£0	£0	n/a	0
31/03/17		£19	£38	£-18	£0	£0	£0	n/a	0
31/03/16	*	£19	£6	£12	£0	£0	£0	n/a	0
31/03/15		£6	£5	£1	£0	£0	£0	n/a	0
31/03/14		£6	£9	£-3	£0	£0	£0	n/a	0
31/03/13		£6	£12	£-6	£0	£0	£0	n/a	0
31/03/12		£4	£4	£0	£0	£0	£0	n/a	0
31/03/11		£8	£14	£-6	£0	£0	£0	n/a	0
31/03/10		£4	£5	£-1	£0	£0	£0	n/a	0
31/03/09		£6	£6	£0	£0	£0	£0	n/a	0
31/03/08		£7	£5	£2	£0	£0	£0	n/a	0
31/03/07	*	£4	£0	£3	£0	£0	£0	n/a	0
31/03/06		£7	£10	£-3	£0	£0	£0	n/a	0
31/03/05	*	£3	£4	£-1	£0	£0	£0	n/a	0
31/03/04	*	£3	£4	£-1	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 39 years

www.totnestrust.org

info.totnestrust@gmail.com

01804864478

Charity Commission for England and Wales

Listed activities

Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Provides buildings/facilities/open space

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 (6)

Current Trustees appointed

Gender Split

Age Range of Trustees: 59-82

PAUL CHURCH (Chair) Appointed: 2021, Occupation: Retired

IAN CHARLES FRANKLIN Appointed: 2010, Occupation: Consultant

JEREMY DUNCAN LOGIE Appointed: 2014, Occupation: Retired, Other trusteeship: THE TOTNES AND DISTRICT SOCIETY,

MATTHEW DEAN HIGGS Appointed: 2010, Occupation: Chartered Surveyor

RICHARD CHARLES O'CONNELL Appointed: 2014, Occupation: Semi-Retired

RICHARD JOHN PADDOCK MITCHELL Appointed: 2016, Occupation: Retired, Other trusteeship: BRIDGETOWN ALIVE,

Legal constitution

Charitable company registered in England & Wales on 23/01/1985, number: 290967
Registered at Companies House on 21/01/1985, number: 01879345

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Internal charity financial controls policy and procedures
Investing charity funds policy and procedures
Trustee conflicts of interest policy and procedures

Filing Record

20 returns made; AR18: 153 days late, AR16: 36 days late, AR07: 13 days late, AR05: 14 days late, AR04: 1 days late,

Main office

33 Baltic Way
TOTNES
TQ9 5WY

Objectives

(1) TO PRESERVE FOR THE BENEFIT OF THE TOWNSPEOPLE OF TOTNES AND DISTRICT IN THE COUNTY OF DEVON AND OF THE NATION AT LARGE, WHATEVER OF THE ENGLISH HISTORICAL, ARCHITECTURAL AND CONSTRUCTIONAL HERITAGE MAY EXIST IN AND AROUND THE TOWN OF TOTNES AFORESAID IN THE FORM OF BUILDINGS AND FEATURES (INCLUDING ANY BUILDING AS DEFINED IN SECTION 290(1) OF THE TOWN AND COUNTRY PLANNING ACT 1971) OF PARTICULAR BEAUTY OF HISTORICAL, ARCHITECTURAL OR CONSTRUCTIONAL INTEREST. (2) TO UNDERTAKE ANY OTHER CHARITABLE PURPOSE FOR THE BENEFIT OF THE SAID TOWNSPEOPLE.

Defined Area of Benefit:

TOTNES AND DISTRICT

Data Sources