Finance Score: -8

Governance Score: 2

Support Score: 0

Accounts filed more than 5 days late: -2 times
Spending falling: -1
Multiple Deficits and declines: -5
No PartB

No conflicts policy: -1
Gender balanced board: +3

Grant maker support: +0

Overall GiG Score: -6

TALE VALLEY TRUST

Education of the public of in particular the wildlife, history, archaeology, art and architecture in the area of benefit, Devon.The conservation species and preservation of sites and buildings of importance.Helping regenerate the parishes of the Tale Valley

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy

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
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

Established: 24 years

www.talevalley.com

talevalleytrustdevon@gmail.com

07814519386

Charity Commission for England and Wales

Tweets

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
31/12/22		£4	£3	£0	n/a	n/a	n/a	n/a	n/a	0
31/12/21		£5	£4	£1	n/a	n/a	n/a	n/a	n/a	0
31/12/20	*	£2	£17	£-15	n/a	n/a	n/a	n/a	n/a	0
31/12/19		£13	£34	£-21	n/a	n/a	n/a	n/a	n/a	4
31/12/18	*	£48	£7	£41	£0	£0	£0	n/a	0	0
31/12/17		£7	£25	£-17	£0	£0	£0	n/a	0	0
31/12/16		£8	£4	£4	£0	£0	£0	n/a	0	0
31/12/15	*	£2	£4	£-2	£0	£0	£0	n/a	0	0
31/12/14	*	£9	£10	£0	£0	£0	£0	n/a	0	0
31/12/13		£10	£6	£4	£0	£0	£0	n/a	0	0
31/12/12		£10	£9	£1	£0	£0	£0	n/a	0	0
31/12/11	*	£6	£5	£1	£0	£0	£0	n/a	0	0
31/12/10		£6	£9	£-3	£0	£0	£0	n/a	0	0
31/12/09		£9	£7	£2	£0	£0	£0	n/a	0	0
31/12/08		£8	£7	£1	£0	£0	£0	n/a	0	0
31/12/07		£7	£7	£0	£0	£0	£0	n/a	0	0
31/12/06		£12	£14	£-2	£0	£0	£0	n/a	0	0
31/12/05		£14	£15	£-1	£0	£0	£0	n/a	0	0
31/12/04		£32	£22	£10	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Animals
Arts/Culture/Heritage/Science
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes

How it operates

Makes Grants to Organisations

Where it operates

Devon,

Who it helps

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

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.

Specific Donations

Amount	When Months	To be used for
Garfield Weston Foundation - Main Grants award
£7,500	31/12/2018	Renovation for the Clapperentale waterwheel system

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Gender Split

DR JEREMY HOULTON BRADSHAW-SMITH Appointed: 2011

JEAN MADELAINE KINGDON

MILES LANDO LEONARD

TIMOTHY COX Appointed: 2017

VALERIE BOWLES Appointed: 2016

Legal constitution

Charity registered in England & Wales on 28/02/2000, number: 1079582

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Investment
Paying staff
Volunteer management

Filing Record

19 returns made; AR20: 12 days late, AR18: 11 days late, AR15: 3 days late, AR14: 24 days late, AR11: 136 days late,

Main office

ESCOT HOUSE
ESCOT PARK
OTTERY ST. MARY
EX11 1LU

Objectives

1) THE ADVANCEMENT OF EDUCATION OF THE PUBLIC IN PARTICULAR IN THE WILDLIFE, HISTORY, ARCHAEOLOGY, ART AND ARCHITECTURE OF THE AREA OF BENEFIT.2) THE CONSERVATION OF ENDANGERED SPECIES AND PRESERVATION OF SITES OR BUILDINGS OF HISTORICAL, ARCHAEOLOGICAL OR ARCHITECTURAL IMPORTANCE FOR THE BENEFIT OF THE PUBLIC.3) THE PROMOTION FOR THE PUBLIC BENEFIT OF RURAL REGENERATION IN AREAS OF SOCIAL AND ECONOMIC DEPRIVATION (AND IN PARTICULAR THE PARISHES OF THE TALE VALLEY) FOR FULL DETAILS SEE DEED OF VARIATION

Defined Area of Benefit:

DEVON

Data Sources