Finance Score: -5

Governance Score: 1

Support Score: 0

Accounts filed more than 5 days late: -2 times
Strong growth: +2
Multiple Deficits and declines: -5
No PartB

No volunteer policy: -2
Gender balanced board: +3

No supporters identified

Overall GiG Score: -4

THE VIVIAN MOON FOUNDATION

PROVISION OF FINANCIAL ASSISTANCE TO ENCOURAGE PEOPLE TO OBTAIN PROFESSIONAL OR OTHER QUALIFICATIONS CONNECTED WITH LEARNING OR WORK SKILLS, FAVOURING THOSE WHO ARE LIKELY TO PRACTICE THEIR SKILLS IN THE NORTH DEVON AREA

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
One or more trustees receive payments or benefits from the charity for providing services to the charity

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Accounts have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended
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	Volun- teers
31/03/23	*	£11	£59	£-48	n/a	n/a	n/a	n/a	n/a	7
31/03/22	*	£10	£29	£-19	n/a	n/a	n/a	n/a	n/a	0
31/03/21		£51	£28	£23	n/a	n/a	n/a	n/a	n/a	0
31/03/20		£11	£33	£-22	n/a	n/a	n/a	n/a	n/a	0
31/03/19		£21	£21	£-1	n/a	n/a	n/a	n/a	n/a	0
31/03/18	*	£15	£26	£-10	£0	£0	£0	n/a	0	0
31/03/17		£64	£23	£42	£0	£0	£0	n/a	0	0
31/03/16	*	£14	£41	£-27	£0	£0	£0	n/a	0	0
31/03/15	*	£44	£19	£25	£0	£0	£0	n/a	0	0
31/03/14		£15	£18	£-2	£0	£0	£0	n/a	0	0
31/03/13	*	£66	£16	£50	£0	£0	£0	n/a	0	0
31/03/12	*	£51	£24	£27	£0	£0	£0	n/a	0	0
31/03/11	*	£12	£20	£-8	£0	£0	£0	n/a	0	0
31/03/10		£17	£16	£0	£0	£0	£0	n/a	0	0
31/03/09		£26	£18	£8	£0	£0	£0	n/a	0	0
31/03/08	*	£32	£32	£-1	£0	£0	£0	n/a	0	0
31/03/07	*	£31	£28	£3	£0	£0	£0	n/a	0	0
31/03/06		£28	£29	£-1	£0	£0	£0	n/a	0	0
31/03/05		£27	£26	£2	£0	£0	£0	n/a	0	0
31/03/04		£24	£36	£-12	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 36 years

www.vivianmoonfoundation.co.uk

info@vivianmoonfoundation.co.uk

01271 815332

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Sports activities

How it operates

Makes Grants to Individuals

Where it operates

Devon,

Who it helps

Other Defined Groups

Who works here?

Unknown number of employees
7 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (8)

Gender Split

ANNA MAY

DAVID ATTON

DR DAVID MCLELLAN Appointed: 2023

DR LUCY ROSENBAUM Appointed: 2022

KEITH JULIAN BERRY FCA

SUSANNAH BATSTONE Appointed: 2024

GEORGE CURRY Appointed: 2013, Other trusteeship: PLAYLINES TRUST,

ROSS MOON (Chair), Other trusteeships: THE VIVIAN MOON BRAUNTON COMMUNITY TRUST FUND, THE VIVIAN MOON COMMUNITY CENTRE,

Legal constitution

Charity registered in England & Wales on 23/03/1988, number: 298942

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Investing charity funds policy and procedures
Investment
Trustee conflicts of interest policy and procedures

Filing Record

20 returns made; AR23: 13 days late, AR22: 6 days late, AR18: 1 days late, AR16: 84 days late, AR15: 39 days late, AR13: 6 days late, AR12: 132 days late, AR11: 2 days late, AR08: 25 days late, AR07: 103 days late,

Main office

North Devon Accounts Ltd
4 Cross Tree Centre
Caen Street
BRAUNTON
Devon
EX33 1AA

Objectives

TO GIVE FINANCIAL ASSISTANCE BY WAY OF SCHOLARSHIP OR SPONSORSHIP TO ENCOURAGE YOUNG PEOPLE WITH RESIDENTIAL AND/OR FAMILY TIES IN THE NORTH DEVON DISTRICT OR TORRIDGE DISTRICT COUNCIL AREAS TO HELP THEM OBTAIN PROFESSIONAL QUALIFICATIONS EITHER AT HIGHER EDUCATIONAL LEVEL OR SEEKING FORMAL QUALIFICATIONS WITH A RECOGNISED PROFESSIONAL BODY MAKING AWARDS ONLY WHERE STATE OR OTHER FUNDING IS EITHER NOT AVAILABLE OR IN THE OPINION OF THE GOVERNORS INADEQUATE AND WITH A DECLARED PREFERENCE IN MAKING SUCH AWARDS FOR FAVOURING THOSE APPLICANTS WHO CAN SHOW AND WHOM THE GOVERNORS BELIEVE ARE MOST LIKELY TO RETURN TO THE TWO FOREGOING AREAS TO PRACTISE THEIR PROFESSION AND WHICH PROFESSIONAL EXPERTISE OR SKILLS AT THE RELEVANT TIME ARE SCARCE IN THE ABOVE AREAS.

Defined Area of Benefit:

SEE OBJECTS

Data Sources