Finance Score: -2

Governance Score: -4

Support Score: 3

Large legacies income: +1
Strong growth: +2
Multiple Deficits and declines: -5
No PartB

No volunteer policy: -2
No conflicts policy: -1
Mainly male board: -1

Overall weighted support: +3

Overall GiG Score: -3

THE ISLAND TRUST LIMITED

To provide and assist in the provision of facilities for recreation in the interests of social welfare and in particular facilities for sailing to persons who have need for such facilities by reason of their social and economic circumstances or their disablement or infirmity with the object of improving the conditions of life of such persons.

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
This charity has received considerable income from legacies in recent years
There has been strong growth in spending over the last 5 years

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
This charity does not have a Conflict of Interests policy
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
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 £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/12/23		£434	£787	£-354	n/a	n/a	n/a	n/a	n/a	n/a
31/12/22		£772	£635	£137	£31	£923	£584	11	2	6
31/12/21		£329	£506	£-177	n/a	n/a	n/a	n/a	n/a	n/a
31/12/20		£458	£353	£106	n/a	n/a	n/a	n/a	n/a	n/a
31/12/19		£361	£373	£-12	n/a	n/a	n/a	n/a	n/a	n/a
31/12/18		£611	£412	£198	£30	£869	£443	12.9	3	0
31/12/17		£373	£356	£17	n/a	n/a	n/a	n/a	n/a	n/a
31/12/16		£231	£338	£-106	n/a	n/a	n/a	n/a	n/a	n/a
31/12/15		£322	£362	£-40	n/a	n/a	n/a	n/a	n/a	n/a
31/12/14		£224	£211	£13	n/a	n/a	n/a	n/a	n/a	n/a
31/12/13		£243	£301	£-58	n/a	n/a	n/a	n/a	n/a	n/a
31/12/12		£236	£330	£-93	n/a	n/a	n/a	n/a	n/a	n/a
31/12/11		£316	£235	£81	n/a	n/a	n/a	n/a	n/a	n/a
31/12/10		£140	£231	£-92	n/a	n/a	n/a	n/a	n/a	n/a
31/12/09		£168	£133	£35	n/a	n/a	n/a	n/a	n/a	n/a
31/12/08		£190	£158	£32	n/a	n/a	n/a	n/a	n/a	n/a
31/12/07		£304	£202	£102	n/a	n/a	n/a	n/a	n/a	n/a
31/12/06	*	£715	£184	£531	n/a	n/a	n/a	n/a	n/a	n/a
31/12/05		£231	£166	£64	n/a	n/a	n/a	n/a	n/a	n/a
31/12/04		£182	£170	£12	n/a	n/a	n/a	n/a	n/a	n/a

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Balance Sheet History

Established: 29 years

www.theislandtrust.org.uk

trustees@theislandtrust.org.uk

01752823007

Charity Commission for England and Wales

Tweets

Listed activities

Amateur Sport
Education/Training

GiG Classification

Grant-making foundations

How it operates

Makes grants to organisations

Where it operates

Throughout England,

Who it helps

Children/Young People

Who supports 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

DCMS	£249,250
Sport England	£10,000
Sir Jules Thorn Charitable Trust	£1,000

Specific Donations

Amount	When Months	To be used for
DCMS - CRF21 The Island Trust Limited
£95,150	08/03/2021	Culture Recovery Fund for Heritage 2020-21
Sir Jules Thorn Charitable Trust - The Island Trust Limited - 22/12/20
£1,000	13/01/2021	Ocean Discoverability
DCMS - CRF20 The Island Trust Limited
£79,100	14/10/2020	Culture Recovery Fund for Heritage 2020-21
DCMS - Coronavirus Community Support Fund
£75,000	29/09/2020	"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."
Sport England - COVID-19 CEF
£10,000	16/06/2020 4	Funding under Sport England's COVID-19 Community Emergency Fund funding programme for a Revenue project titled COVID-19 CEF. This project lists its main activity as Sailing & Yachting
National Lottery Community Fund - Ocean discovery on board a Tall Ship
£9,500	12/04/2018 12	The funding will be used by a charity to give disabled young people the opportunity to go sailing. The project aims to expand its reach, allowing more people to use the service.
Sport England - Sailing Superstars
£9,875	30/03/2017 19	Funding under Sport England's Small Grants funding programme for a Revenue project titled Sailing Superstars. This project is a Sailing & Yachting project, with a focus on younger beneficiaries.
The Clothworkers Foundation - Grant to Island Trust
£9,600	03/02/2017	purchase of sail training fleet equipment for a charity which works with disadvantaged young people in Exeter
National Lottery Heritage Fund - Grant to The Island Trust Ltd
£65,100	15/04/2015	Restoration of historic vessel - Moosk

Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

Age Range of Trustees: 61-89

CHARTERS JOHN MACDONALD-BROWN, Occupation: Solicitor

CHRISTOPHER EDWARD CLEAVES Appointed: 2020, Occupation: Retired

JUDITH MARY LLOYD Appointed: 2011, Occupation: Solicitor

SIMON CHARLES LINDSAY DOBSON Appointed: 2014, Occupation: Retired

STEPHEN WILLIAM ARNOLD Appointed: 2018, Occupation: Retired Judge

Legal constitution

Charitable company registered in England & Wales on 09/10/1995, number: 1049722
Registered at Companies House on 27/09/1995, number: 03107339

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds 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

Filing Record

20 returns made; AR06: 70 days late,

Main office

17 Halyards
Topsham
EXETER
EX3 0JU

Objectives

TO PROVIDE AND ASSIST IN THE PROVISION OF FACILITIES FOR RECREATION IN THE INTEREST OF SOCIAL WELFARE AND IN PARTICULAR FOR SAILING TO PERSONS WHO HAVE NEED FOR SUCH FACILITIES BY REASON OF THEIR SOCIAL AND ECONOMIC CIRCUMSTANCES OR THEIR DISABLEMENT OR INFIRMITY WITH THE OBJECT OF IMPROVING THE CONDITIONS OF LIFE OF SUCH PERSONS.

Defined Area of Benefit:

NOT DEFINED