Finance Score: -1

Governance Score: -3

Support Score: 7

Volatile income -1
No PartB

All male board: -3

Large volunteers +3
Overall weighted support: +4

Overall GiG Score: 3

LOOE DEVELOPMENT TRUST

Activities: Millpool Centre - a quality community space for all ages; Community News - bi-monthly publication; ; the Looe Festive lights and fireworks - fund-holder for improvements; Enterprise House - property rental.Projects: Looe Skatepark, Looe Valley Trails walking/cycling; Looe Coastal Communities Team in partnership with other organisations.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers including the Government

Regulatory & Governance issues to consider:

The Board is completely 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 recently but spending has been maintained

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		£93	£97	£-4	n/a	n/a	n/a	n/a	n/a	n/a
31/03/22		£72	£62	£9	n/a	n/a	n/a	n/a	n/a	n/a
31/03/21		£120	£51	£70	n/a	n/a	n/a	n/a	n/a	n/a
31/03/20		£62	£95	£-32	n/a	n/a	n/a	n/a	n/a	n/a
31/03/19		£173	£131	£42	n/a	n/a	n/a	n/a	n/a	n/a
31/03/18		£81	£88	£-7	n/a	n/a	n/a	n/a	n/a	n/a
31/03/17		£122	£102	£19	n/a	n/a	n/a	n/a	n/a	n/a
31/03/16		£71	£71	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/03/15		£44	£58	£-14	n/a	n/a	n/a	n/a	n/a	n/a
31/03/14		£309	£326	£-17	n/a	n/a	n/a	n/a	n/a	n/a
31/03/13		£320	£329	£-10	n/a	n/a	n/a	n/a	n/a	n/a
31/03/12		£37	£19	£18	n/a	n/a	n/a	n/a	n/a	n/a
31/03/11		£20	£25	£-5	n/a	n/a	n/a	n/a	n/a	n/a
31/03/10		£21	£33	£-12	n/a	n/a	n/a	n/a	n/a	n/a
31/03/09		£112	£130	£-18	n/a	n/a	n/a	n/a	n/a	n/a
31/03/08		£91	£88	£3	n/a	n/a	n/a	n/a	n/a	n/a
31/03/07	*	£100	£97	£3	n/a	n/a	n/a	n/a	n/a	n/a
31/03/06		£85	£85	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05		£178	£190	£-12	n/a	n/a	n/a	n/a	n/a	n/a
31/03/04		£126	£109	£17	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Balance Sheet History

Established: 23 years

ldt.looe@btinternet.com

01503263816

Charity Commission for England and Wales

Listed activities

Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Acts as an umbrella or resource body
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Cornwall,

Who it helps

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

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.

Specific Donations

Amount	When Months	To be used for
Co-Operative Group - Grant to Looe Community Meals
£2,408	21/10/2023	We aim to provide support to people who are struggling to access a healthy diet for whatever reason. We do this by organising community meals and deliveries.
Co-Operative Group - Grant to Looe Community Meals (Looe Development Trust)
£2,922	22/10/2022	We would like to continue to deliver hot meals twice a week to people who are elderly, or suffering financial hardship or ill health. Many are struggling to access a good healthy diet.
National Lottery Heritage Fund - Grant to Looe Development Trust
£6,300	12/11/2020	COVID19: Looe Development Trust
National Lottery Heritage Fund - Grant to Looe Development Trust
£53,000	05/03/2020	Moor to Sea - Looe Valley Heritage
Co-Operative Group - Grant to Looe Development Trust
£4,713	19/11/2018	We are raising funds to buy more lights to enhance the festive atmosphere at Christmas and New Year.
Co-Operative Group - Grant to Looe Development Trust
£2,562	29/11/2017	We wish to provide an Olympic standard Skate Park for the young people of Looe, who have actively sought this facility.
Co-Operative Group - Grant to Looe Development Trust
£6,762	04/08/2017	Help us continue to provide a safe environment for teenagers with activities & advice to equip them with life skills & confidence.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees: 62-82

ARMAND JEAN TOMS Appointed: 2004, Occupation: Trawler Owner

COLIN TREGEAR Appointed: 2009, Occupation: Retired

JUSTIN GEORGE SPRECKLEY (Chair) Appointed: 2003, Occupation: Accommodation Provider

KIM BLANCHE SPENCER Appointed: 2020, Occupation: Holiday Cottage Business

MALCOLM GARRINGTON Appointed: 2006, Occupation: Accountant

MICHAEL CHARLES MACARTNEY Appointed: 2014, Occupation: Retired

ROBERT PHILIP LEWIS Appointed: 2023, Occupation: Chartered Accountant

Legal constitution

Charitable company registered in England & Wales on 13/02/2002, number: 1090558
Registered at Companies House on 31/10/2001, number: 04314538

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR07: 36 days late,

Main office

MILLPOOL CENTRE
THE MILLPOOL
WEST LOOE
CORNWALL
PL13 2AF

Objectives

1. TO ADVANCE EDUCATION AND LEARNING INCLUDING TRAINING IN SKILLS RELEVANT TO SECURING EMPLOYMENT TO RELIEVE FINANCIAL NEED, HARDSHIP AND DISTRESS AND SICKNESS AMONG THOSE LIVING OR WORKING IN THE AREA OF BENEFIT2. TO PRESERVE, PROTECT AND ENHANCE IN ANY WAY FOR THE BENEFIT OF THE PUBLIC AMENITIES INCLUDING THE BUILDINGS OR FEATURES OF HISTORIC, ARCHITECTURAL OR NATURAL INTEREST WITHIN THE AREA OF BENEFIT3. TO PROVIDE FACILITIES FOR PUBLIC RECREATION OR OTHER LEISURE TIME OCCUPATION IN THE INTEREST OF SOCIAL WELFARE WITH THE OBJECT OF IMPROVING THE CONDITIONS OF LIFE FOR THOSE LIVING OR WORKING IN THE AREA OF BENEFIT4. TO ADVANCE ANY OTHER CHARITABLE PURPOSE OR PURPOSES FOR THE BENEFIT OF THOSE LIVING OR WORKING IN THE AREA OF BENEFIT.

Defined Area of Benefit:

THOSE LIVING OR WORKING IN THE PARISH OF LOOE AND CONTIGUOUS PARISHES.