Finance Score: -1

Governance Score: 1

Support Score: 5

Spending declining: -1
No PartB

No volunteer policy: -2
No conflicts policy: -1
Narrow trustee age band: -2
Dynamic board: +3
Gender balanced board: +3

Large volunteers +3
Grant maker support: +2

Overall GiG Score: 5

THE EPIPHANY TRUST (TRURO) LIMITED

The Trust promotes the Christian faith and ministry by helping the poor and sick, encouraging education and other charitable activities. The Trust does this by:-Quiet days-Retreats and facilities for private study and prayer-Letting rooms in our peacful House to organisations associated with the Christian faith, charities and others whose function is to provide similar services.

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
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

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 has little diversity in terms of age

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending is declining

Established: 21 years
(67 years as a company)

http://www.epiphanyhouse.co.uk

info@epiphanyhouse.co.uk

01872272249

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		£258	£164	£94	n/a	n/a	n/a	n/a	n/a	38
31/12/21	*	£200	£168	£32	n/a	n/a	n/a	n/a	n/a	15
31/12/20		£197	£191	£6	n/a	n/a	n/a	n/a	n/a	10
31/12/19		£296	£245	£51	n/a	n/a	n/a	n/a	n/a	20
31/12/18		£223	£238	£-15	£0	£0	£0	n/a	0	30
31/12/17		£210	£204	£6	£0	£0	£0	n/a	0	0
31/12/16		£201	£186	£15	£0	£0	£0	n/a	0	0
31/12/15		£182	£209	£-28	£0	£0	£0	n/a	0	0
31/12/14		£163	£193	£-30	£0	£0	£0	n/a	0	0
31/12/13		£165	£227	£-62	£0	£0	£0	n/a	0	0
31/12/12		£195	£229	£-33	£0	£0	£0	n/a	0	0
31/12/11		£157	£201	£-44	£0	£0	£0	n/a	0	0
31/12/10		£184	£208	£-25	£0	£0	£0	n/a	0	0
31/12/09		£198	£204	£-6	£0	£0	£0	n/a	0	0
31/12/08		£208	£202	£6	£0	£0	£0	n/a	0	0
31/12/07		£178	£190	£-12	£0	£0	£0	n/a	0	0
31/12/06		£192	£201	£-9	£0	£0	£0	n/a	0	0
31/12/05		£179	£176	£4	£0	£0	£0	n/a	0	0
31/12/04		£145	£236	£-91	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Accommodation/Housing
Education/Training
General Charitable Purposes
Religious Activities
The Prevention Or Relief Of Poverty

How it operates

Acts as an umbrella or resource body
Other charitable activities
Provides buildings/facilities/open space
Provides services

Where it operates

Cornwall,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
People With Disabilities

Who works here?

Unknown number of employees
38 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.

Specific Donations

Amount	When Months	To be used for
Joseph Rank Trust - Epiphany House, Truro
£35,000	15/07/2019	To part fund the House's property scheme

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Age Range of Trustees: 60-78

CHRISTINE ANN LIDGLEY Appointed: 2003, Occupation: Clerical Assistant

DEBORAH ANNE MITCHELL Appointed: 2018, Occupation: Retired

DR MICHAEL THOMAS TEDDER, Occupation: Education, Other trusteeship: BRITISH SUPPORTERS OF NAVAJEEVAN BALA BHAVAN,

ELIZABETH EMMA CARLYON Appointed: 2021, Occupation: Retired Solicitor, Other trusteeships: CHACEWATER OLD RECREATION GROUND, CHACEWATER RECREATION GROUND, CHACEWATER MILLENNIUM GREEN TRUST,

GEOFFREY TATE Appointed: 2007, Occupation: Retired, Other trusteeships: WHITE GOLD CORNWALL FOUNDATION, ST PETROCS,

PETER JAMES BIRKHEAD BERRY Appointed: 2010, Occupation: None

REV DEREK JOHN COLLINS Appointed: 2012, Occupation: Methodist Minister, Other trusteeship: Mid Cornwall Circuit, The Methodist Church,

REV JEFFREY EDWARD RISBRIDGER Appointed: 2022, Occupation: Vicar

WILLIAM JOHN CLYDE MITCHELL Appointed: 2021, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 02/06/2003, number: 1097774
Registered at Companies House on 13/12/1956, number: 00575567

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Investment
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

19 returns made; AR21: 3 days late,

Main office

THE EPIPHANY TRUST (TRURO) LTD
KENWYN CHURCH ROAD
TRURO
TR1 3DR

Objectives

THE ADVANCEMENT OF THE CHRISTIAN FAITH AND THE PROMOTION OF ITS PRACTICE, THE RELIEF OF THOSE WHO ARE OLD OR POOR OR SICK, THE ADVANCEMENT OF EDUCATION, THE REFORMING OF THOSE WHO SHALL HAVE LED OR BE IN DANGER OF LEADING IMMORAL LIVES AND THE UNDERTAKING OF ANY OTHER PROJECT WHICH IS CHARITABLE ACCORDING TO THE LAWS OF ENGLAND.

Defined Area of Benefit:

NOT DEFINED. IN PRACTICE THE DIOCESE OF TRURO

Data Sources