Finance Score: -2

Governance Score: 1

Support Score: 7

Low unrestricted reserves: -2

No volunteer policy: -2
Dynamic board: +3

Grant maker support: +7

Overall GiG Score: 6

THE PURFLEET TRUST RESETTLEMENT PROJECT (KING'S LYNN) LIMITED

The provision of support services for non priority homeless people in West Norfolk.

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
Spending has increased over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
Although this charity works with volunteers it does not have a Volunteer Management policy

Financial issues to consider:

Unrestricted reserves appear to be dangerously low at the latest year end
There has been a change of accounting period recently, so trends may be hard to determine

Established: 30 years

www.purfleettrust.org.uk

johnsonpm@btinternet.com

01553767829

Charity Commission for England and Wales

Financial Data ?

Income & Spending ?

N.B. data has been adjusted to reflect year end change

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
31/12/22		£685	£712	£-27	£0	£218	£0	n/a	21	26
31/12/21?		£520	£484	£35	£0	£245	£0	n/a	21	26
31/03/20		£599	£594	£5	£0	£149	£0	n/a	19	10
31/03/19		£612	£591	£21	£0	£144	£0	n/a	22	10
31/03/18		£461	£419	£42	£0	£0	£0	n/a	0	0
31/03/17		£357	£343	£14	£0	£0	£0	n/a	0	0
31/03/16		£248	£244	£4	£0	£0	£0	n/a	0	0
31/03/15		£303	£266	£37	£0	£0	£0	n/a	0	0
31/03/14		£238	£233	£5	£0	£0	£0	n/a	0	0
31/03/13	*	£192	£181	£10	£0	£0	£0	n/a	0	0
31/03/12		£179	£194	£-14	£0	£0	£0	n/a	0	0
31/03/11		£217	£217	£0	£0	£0	£0	n/a	0	0
31/03/10		£184	£175	£8	£0	£0	£0	n/a	0	0
31/03/09		£57	£78	£-21	£0	£0	£0	n/a	0	0
31/03/08		£175	£213	£-39	£0	£0	£0	n/a	0	0
31/03/07	*	£419	£420	£-1	£0	£0	£0	n/a	0	0
31/03/06		£407	£399	£8	£0	£0	£0	n/a	0	0
31/03/05		£411	£422	£-11	£0	£0	£0	n/a	0	0
31/03/04		£411	£422	£-11	£0	£0	£0	n/a	0	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: 25%
Liabilities/Income: 11%
Unrestricted Funds/Total Funds: 0%
Reserves/Spending: 0 months
Net Current Assets/Spending: 3 months
Quick Ratio: 3.5

Asset Split ?

Listed activities

The Prevention Or Relief Of Poverty

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Norfolk,

Who it helps

People With Disabilities

Who works here?

21 employees
26 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

Lloyds Bank Foundation	£52,250
CAF	£10,000
DCMS	£7,998
Masonic Trust	£500

Specific Donations

Amount	When Months	To be used for
Masonic Trust - MCF Matched Funding
£500	20/02/2023	Unrestricted matched funding in partnership with the local masonic province
Lloyds Bank Foundation - One off gift towards cost of living crisis to The Purfleet Trust Resettlement Project (King's Lynn) Limited
£2,250	14/12/2022	One off gift to support with the cost of living crisis
Lloyds Bank Foundation - Grant to The Purfleet Trust Resettlement Project (King's Lynn) Limited
£50,000	02/12/2021 24	Unrestricted grant over two years towards the core costs of The Purfleet Trust Resettlement Project (King's Lynn) Limited
DCMS - Coronavirus Community Support Fund
£7,998	30/09/2020	"The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to ....more "The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to operate, thereby reducing the burden on public services.2) To ensure essential services are provided to vulnerable people, both in the short and long term through increased community support through the work of charitable organisations."
CAF - Grant to Purfleet Trust
£10,000	01/07/2020 3	Grant to Purfleet Trust to support the organisation through COVID19
The Clothworkers Foundation - Grant to Purfleet Trust Resettlement Project
£5,900	12/04/2018	purchase of furniture and white goods for a charity which works with homeless people in Norfolk
Tudor Trust - Grant to Purfleet Trust
£25,000	18/12/2015 6	over three months as an emergency grant towards core costs at this centre supporting homeless people in King's Lynn, Norfolk
National Lottery Community Fund - Pathway Project
£10,000	07/07/2011 12	This is a project by a charity and not for profit company based in Norfolk. The group will use funding to provide workshops including an allotment project, cooking classes and multimedia sessions, ....more This is a project by a charity and not for profit company based in Norfolk. The group will use funding to provide workshops including an allotment project, cooking classes and multimedia sessions, targeting homeless people.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Age Range of Trustees: 53-79

ALAN TAYLOR Appointed: 2023, Occupation: Director

BENJAMIN COLSON Appointed: 2020, Occupation: Director, Other trusteeship: THE KING'S LYNN AND WEST NORFOLK BOROUGH CHARITY,

RAY JOHNSON (Chair) Appointed: 2018, Occupation: Director

SUSAN PENELOPE DOSSETOR Appointed: 2012, Occupation: Retired

VALERIE ELIZABETH LOUISE NEWTON Appointed: 2023, Occupation: Director

Legal constitution

Charitable company registered in England & Wales on 05/05/1994, number: 1037276
Registered at Companies House on 20/09/1993, number: 02854784

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Paying staff
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

19 returns made; AR13: 1 days late, AR07: 45 days late,

Recent reorganisation events:

Asset transfer in from EASTERN AIDS SUPPORT TRIANGLE on 08/04/2024

Main office

Pathway House
Austin Fields
KING'S LYNN
Norfolk
PE30 1PH

Objectives

TO PROVIDE RELIEF FOR PEOPLE WHO ARE HOMELESS OR WHOSE LIFESTYLE PUTS THEM AT RISK OF HOMELESSNESS, WHO ARE IN NEED AND REQUIRE ASSISTANCE IN ACHIEVING A SETTLED WAY OF LIFE, IN PARTICULAR BY THE PROVISION OF ADVICE AND COUNSELLING, ENABLING THEM TO OBTAIN SUITABLE ACCOMMODATION AND REINTEGRATE THEMSELVES INTO THE COMMUNITY AND THE CO-ORDINATION AND DEVELOPMENT OF WORK FOR THEIR RELIEF.

Defined Area of Benefit:

NOT DEFINED IN PRACTICE KING'S LYNN AND WEST NORFOLK

Data Sources