Finance Score: -8

Governance Score: 1

Support Score: 5

Large legacies income: +1
Qualified accounts: -3
Spending falling: -1
Multiple Deficits and declines: -5
No PartB

No volunteer policy: -2
Dynamic board: +3

Large volunteer base +3
Overall weighted support: +2

Overall GiG Score: -2

CORNWALL PARTNERSHIP FOUNDATION TRUST CHARITABLE FUND

For any charitable purpose or purposes relating to the National Health Service wholly or mainly for the Cornwall Partnership NHS Trust

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
The charity has received backing from several prominent grant makers recently
This charity has received considerable income from legacies in recent years
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy

Financial issues to consider:

The latest accounts were qualified
Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile and on several occasions in recent years less than spending
A PartB annual return has not been required and so detailed financial information is not available from the online data

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
?31/03/23		£38	£55	£-17	n/a	n/a	n/a	n/a	n/a	n/a
31/03/22		£90	£136	£-46	n/a	n/a	n/a	n/a	n/a	n/a
31/03/21		£336	£257	£79	n/a	n/a	n/a	n/a	n/a	n/a
31/03/20		£692	£248	£444	£90	£1,384	£328	15.9	0	0
31/03/19		£225	£232	£-7	n/a	n/a	n/a	n/a	n/a	n/a
31/03/18		£339	£106	£234	n/a	n/a	n/a	n/a	n/a	n/a
31/03/17		£353	£341	£13	n/a	n/a	n/a	n/a	n/a	n/a
31/03/16		£192	£177	£15	n/a	n/a	n/a	n/a	n/a	n/a
31/03/15		£381	£205	£176	n/a	n/a	n/a	n/a	n/a	n/a
31/03/14		£171	£242	£-71	n/a	n/a	n/a	n/a	n/a	n/a
31/03/13		£33	£24	£9	n/a	n/a	n/a	n/a	n/a	n/a
31/03/12	*	£42	£67	£-25	n/a	n/a	n/a	n/a	n/a	n/a
31/03/11	*	£29	£36	£-7	n/a	n/a	n/a	n/a	n/a	n/a
31/03/10		£16	£17	£-2	n/a	n/a	n/a	n/a	n/a	n/a
31/03/09		£47	£51	£-4	n/a	n/a	n/a	n/a	n/a	n/a
31/03/08		£306	£483	£-177	n/a	n/a	n/a	n/a	n/a	n/a
31/03/07		£347	£357	£-10	n/a	n/a	n/a	n/a	n/a	n/a
31/03/06		£342	£463	£-122	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05		£500	£470	£31	n/a	n/a	n/a	n/a	n/a	n/a
31/03/04		£413	£403	£10	n/a	n/a	n/a	n/a	n/a	n/a

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Download accounts

Highest pay bracket: less than £60,000

Balance Sheet History

Established: 28 years

https://www.cornwallft.nhs.uk/about/trust/fun

leon.shanley@nhs.net

01208834627

Charity Commission for England and Wales

Listed activities

Disability
The Advancement Of Health Or Saving Of Lives

GiG Classification

Grant-making foundations

How it operates

Acts as an umbrella or resource body

Where it operates

Cornwall,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities
The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Sport England - Community Mental Health Team Activities
£6,550	27/03/2024 1	This project will support people back out into society, helping them to reduce isolation and loneliness and enable independence through physical activity. Activities will run across Cornwall and range from Cold Water Swimming, Snorkelling, Surfing, ....more This project will support people back out into society, helping them to reduce isolation and loneliness and enable independence through physical activity. Activities will run across Cornwall and range from Cold Water Swimming, Snorkelling, Surfing, Yoga, Dance, Zumba and Climbing with the funding paying toward facility hire, coaching and wetsuit hire costs.
Sport England - Surf Therapy for Mental Health and Wellbeing
£975	10/08/2023	The project will provide specialist surf therapy sessions to 12 people aged 18-25 with serious mental health difficulties and known to Restormel Community Mental Health Team. Delivered in partnership with The Wave Project, sessions will take place ....more The project will provide specialist surf therapy sessions to 12 people aged 18-25 with serious mental health difficulties and known to Restormel Community Mental Health Team. Delivered in partnership with The Wave Project, sessions will take place once a week for six weeks. The activity will include guided mindfulness before and after each session, along with information on the benefits of cold-water therapy.
Masonic Trust - MCF Matched Funding
£500	02/06/2021	Unrestricted matched funding in partnership with the local masonic province
Garfield Weston Foundation - Main Grants award
£75,000	07/03/2019	The Sowenna Centre
National Lottery Community Fund - Family Accommodation at Sowenna
£9,915	25/01/2019 12	The funding will be used to equip a family room at a unit which supports young people with mental ill health. The project aims to create a supportive environment.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)

Current Trustees appointed

ADIE PERRY Appointed: 2022

ADRIAN DAVIS Appointed: 2020

AMANDA STRATFORD Appointed: 2022

CORNWALL PARTNERSHIP NHS TRUST Appointed: 2010

DAVID HARLAND Appointed: 2020

DEBBIE RICHARDS Appointed: 2021

DR ADRIAN FLYNN Appointed: 2020

JANE ABRAHAM Appointed: 2020

MARGARET SCHWARZ Appointed: 2020

SARAH JAMES Appointed: 2023

TAMSYN ANDERSON DR Appointed: 2020

Legal constitution

Charity registered in England & Wales on 30/09/1996, number: 1058366

Gift Aid

Registered with HMRC for Gift Aid

Event History

Linked charity: BOLITHO GENERAL FUND
Linked charity: EDWARD HAIN GENERAL FUND
Linked charity: EDWARD HAIN GENERAL FUND
Linked charity: POLTAIR GENERAL FUND
Linked charity: POLTAIR GENERAL FUND
Linked charity: LAMELLION GENERAL FUND
Linked charity: LAMELLION GENERAL FUND
Linked charity: PASSMORE EDWARDS GENERAL FUND
Linked charity: PASSMORE EDWARDS GENERAL FUND
Linked charity: ST. BARNABAS GENERAL FUND
Linked charity: ST. BARNABAS GENERAL FUND
Linked charity: TREVILLIS GENERAL FUND
Linked charity: FOWEY GENERAL FUND
Linked charity: FOWEY GENERAL FUND
Linked charity: NEWQUAY GENERAL FUND
Linked charity: NEWQUAY GENERAL FUND
Linked charity: ST AUSTELL COMMUNITY HOSPITAL GENERAL FUND
Linked charity: ST AUSTELL COMMUNITY HOSPITAL GENERAL FUND
Linked charity: ST AUSTELL GENERAL FUND
Linked charity: FALMOUTH HOSPITAL GENERAL FUND
Linked charity: FALMOUTH HOSPITAL GENERAL FUND
Linked charity: GWAYTEN GENERAL FUND
Linked charity: CAMBORNE / REDRUTH GENERAL FUND
Linked charity: CAMBORNE / REDRUTH GENERAL FUND
Linked charity: DEMENTIA INPATIENTS
Linked charity: HELSTON GENERAL FUND
Linked charity: HELSTON GENERAL FUND
Linked charity: LOWER CARDREW GENERAL FUND
Linked charity: LOWER CARDREW GENERAL FUND
Linked charity: TRENGWEATH GENERAL FUND
Linked charity: ST LAWRENCE'S GENERAL FUND
Linked charity: EAST CORNWALL GENERAL FUND
Linked charity: LAUNCESTON GENERAL FUND
Linked charity: LAUNCESTON GENERAL FUND
Linked charity: STRATTON GENERAL FUND
Linked charity: STRATTON GENERAL FUND
Linked charity: THE CORNWALL COMMUNITY GENERAL FUND
Linked charity: THE CORNWALL COMMUNITY GENERAL FUND
Linked charity: THE CORNWALL PARTNERSHIP TRUST GENERAL FUND
Linked charity: THE VERA PALMER FUND
Linked charity: THE VERA PALMER FUND
Linked charity: THE WALTER BENTLEY FUND
Linked charity: THE CORNWALL PARTNERSHIP RESEARCH FUND
Linked charity: THE CORNWALL PARTNERSHIP RESEARCH FUND
Linked charity: THE TRELIL COURT CENTRE CHARITY
22/01/2019 - Asset transfer in from PENINSULA COMMUNITY HEALTH AND CARE CHARITABLE FUNDS
18/01/2022 - Asset transfer in from LISKEARD COMMUNITY HOSPITAL LEAGUE OF FRIENDS
Linked charity: THE CORNWALL PARTNERSHIP NHS FOUNDATION TRUST (EXPENDABLE FUNDS) COMMON INVESTMENT FUND
Linked charity: THE ALLSUP BEQUEST
Linked charity: EAST CORNWALL LEARNING DISABILITIES GENERAL CHARITY
Linked charity: MID CORNWALL LEARNING DISABILITIES GENERAL CHARITY
Linked charity: WEST CORNWALL LEARNING DISABILITIES GENERAL CHARITY
Linked charity: LONGREACH HOUSE TRUST
Linked charity: BODMIN HOSPITAL GENERAL FUND
Linked charity: BODMIN HOSPITAL GENERAL FUND
Linked charity: BODMIN HOSPITAL MENTAL HEALTH FUND
Linked charity: CORNWALL PRIMARY CARE TRUST FUNDS
Linked charity: CORNWALL PRIMARY CARE TRUST FUNDS
Linked charity: LISKEARD COMMUNITY HOSPITAL GENERAL FUND
Linked charity: LISKEARD COMMUNITY HOSPITAL GENERAL FUND
Linked charity: CORNWALL & ISLES OF SCILLY PCT CHARITABLE TRUST FUND AND OTHER RELATED CHARITIES
Linked charity: CORNWALL & ISLES OF SCILLY PCT CHARITABLE FUND
Linked charity: EDWARD HAIN GENERAL FUND
Linked charity: POLTAIR GENERAL FUND
Linked charity: ST. BARNABAS GENERAL FUND
Linked charity: FOWEY GENERAL FUND
Linked charity: NEWQUAY GENERAL FUND
Linked charity: ST AUSTELL COMMUNITY HOSPITAL GENERAL FUND
Linked charity: FALMOUTH HOSPITAL GENERAL FUND
Linked charity: CAMBORNE/REDRUTH GENERAL FUND
Linked charity: HELSTON GENERAL FUND
Linked charity: LAUNCESTON GENERAL FUND
Linked charity: STRATTON GENERAL FUND
Linked charity: THE CORNWALL COMMUNITY GENERAL FUND
Linked charity: THE VERA PALMER FUND
Linked charity: THE CORNWALL & ISLES OF SCILLY PCT RESEARCH FUND
Linked charity: CORNWALL PRIMARY CARE TRUST FUNDS
Linked charity: BODMIN HOSPITAL GENERAL FUND
Linked charity: LISKEARD COMMUNITY HOSPITAL GENERAL FUND
Linked charity: CHILDREN'S SERVICES FUND
Linked charity: SUPPORTED DOMESTIC HOUSING FUND
Linked charity: SOWENNA CHARITABLE FUND

Policies in force

Complaints handling
Conflicting interests
Internal charity financial controls policy and procedures
Investing charity funds policy and procedures
Investment
Risk management

Filing Record

20 returns made; AR12: 1 days late, AR11: 2 days late,

Recent reorganisation events:

Asset transfer in from LISKEARD COMMUNITY HOSPITAL LEAGUE OF FRIENDS on 18/01/2022

Main office

FINANCE DEPARTMENT
CAREW HOUSE
BEACON TECHNOLOGY PARK
DUNMERE ROAD
BODMIN
PL31 2QN

Objectives

FOR ANY CHARITABLE PURPOSE OR PURPOSES RELATING TO THE NATIONAL HEALTH SERVICE

Defined Area of Benefit:

NOT DEFINED

Data Sources

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