Finance Score: 0

Governance Score: 6

Support Score: 8

No PartB

Dynamic board: +3
Gender balanced board: +3

Large volunteers +3
Grant maker support: +5

Overall GiG Score: 14

MORETONHAMPSTEAD DEVELOPMENT TRUST

To provide facilities for recreation, advance education and relieve poverty. To preserve protect and enhance for the benefit of the public the amenities including the buildings or features of historic or natural interest. To further any charitable purposes with the objects of improving the conditions of life and social welfare for those living or working in the parish of Moretonhampstead.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
The charity has received modest backing from multiple prominent grant makers recently
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

Over half the Board have joined recently

Financial issues to consider:

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	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/12/22		£143	£137	£7	n/a	n/a	n/a	n/a	n/a	30
31/12/21		£209	£172	£37	n/a	n/a	n/a	n/a	n/a	10
31/12/20		£138	£139	£-1	n/a	n/a	n/a	n/a	n/a	5
31/12/19		£135	£161	£-26	n/a	n/a	n/a	n/a	n/a	12
31/12/18		£107	£113	£-6	£0	£0	£0	n/a	0	15
31/12/17		£103	£81	£23	£0	£0	£0	n/a	0	0
31/12/16		£98	£92	£7	£0	£0	£0	n/a	0	0
31/12/15		£126	£127	£-1	£0	£0	£0	n/a	0	0
31/12/14?	*	£58	£48	£10	£0	£0	£0	n/a	0	0
30/06/13		£61	£80	£-19	£0	£0	£0	n/a	0	0
30/06/12		£370	£127	£243	£0	£0	£0	n/a	0	0
30/06/11		£336	£70	£265	£0	£0	£0	n/a	0	0
30/06/10		£92	£81	£11	£0	£0	£0	n/a	0	0
30/06/09		£41	£53	£-12	£0	£0	£0	n/a	0	0
30/06/08		£23	£41	£-19	£0	£0	£0	n/a	0	0
30/06/07	*	£34	£35	£0	£0	£0	£0	n/a	0	0
30/06/06		£38	£42	£-4	£0	£0	£0	n/a	0	0
30/06/05		£38	£28	£11	£0	£0	£0	n/a	0	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 20 years

www.moretonhampstead.com

admin@moretonhampstead.com

01647440690

Charity Commission for England and Wales

Tweets

Listed activities

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

GiG Classification

Museums, parks, historical sites

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Devon,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies
Other Defined Groups
The General Public/Mankind

Who works here?

Unknown number of employees
30 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.

Major supporters in last 5 years

National Lottery Community Fund	£19,950
National Lottery Heritage Fund	£10,000
Co-Operative Group	£9,465
Devon Community Foundation	£6,945

Specific Donations

Amount	When Months	To be used for
Co-Operative Group - Grant to Wellmoor (Moretonhampstead Development Trust)
£2,592	21/10/2023	We would like to provide after-school art clubs for the young people of Moretonhampstead, to encourage creative skills, offer a space to socialise, share experiences and improve mental wellbeing.
National Lottery Heritage Fund - Grant to Moretonhampstead Development Trust
£10,000	18/01/2023	Celebrating Carnival
Devon Community Foundation - Alleviating hardship and tackling poverty
£5,000	23/03/2022	Alleviating hardship within their community, to assist with the cost of fuel costs and food.
Co-Operative Group - Grant to Moretonhampstead Development Trust
£3,276	23/10/2021	We'll transform Wellmoor's community allotment into a vibrant space for the whole community to enjoy, share and grow together; helping to reduce loneliness, social isolation and improve wellbeing.
Devon Community Foundation - Bumps and Beyond
£1,945	07/07/2021	Revive a a parent support group and establish governance and systems to develop its future sustainability.
National Lottery Community Fund - Community Arts for Health and Wellbeing
£9,950	19/02/2021 12	The organisation will use the funding to develop their project to improve the health and well-being of people who are socially isolated. They will do this through arts based help-line and allotment ....more The organisation will use the funding to develop their project to improve the health and well-being of people who are socially isolated. They will do this through arts based help-line and allotment activities.
Co-Operative Group - Grant to ArtRaft
£3,597	15/11/2019	We want to provide an arts-based project to help local older people who are living with dementia or social isolation to explore creativity.
National Lottery Community Fund - Wellmoor Wellbeing Network
£10,000	04/07/2019 12	The funding will be used to establish a social prescribing service for members of the community. The project aims to improve health and wellbeing by signposting people to support services.
National Lottery Community Fund - Growing Dartmoor
£10,000	30/08/2017 12	The funding will be used to create and hold a community activity event. The project aims to allow local people to come together through learning new skills, activities and social development in order ....more The funding will be used to create and hold a community activity event. The project aims to allow local people to come together through learning new skills, activities and social development in order to create a stronger community.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Age Range of Trustees: 53-77

CHARLES THOMSON Appointed: 2023, Occupation: Retired

IMOGEN HALLAM Appointed: 2024, Occupation: Bee Farmer

PAULINE HARRISON Appointed: 2023

PETER JOHN TURNER Appointed: 2021, Occupation: Retired

REBECCA JAMESON Appointed: 2023

RICHARD KELLY Appointed: 2024, Occupation: Retired

CATHERINE FIONA FILEMAN-WRIGHT Appointed: 2022, Occupation: Retired, Other trusteeship: DEVON WILDLIFE TRUST,

NINA BAILEY Appointed: 2020, Occupation: Retailer

RICHARD FOXWELL Appointed: 2010, Occupation: Retired

JOHN HOWARD WILLIS (Chair) Appointed: 2004, Occupation: Education Consultant, Other trusteeship: NEDCARE CIO,

Legal constitution

Charitable company registered in England & Wales on 26/07/2004, number: 1105114
Registered at Companies House on 20/05/2004, number: 05133939

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

18 returns made; AR14: 5 days late, AR07: 316 days late,

Recent reorganisation events:

Asset transfer in from LUCY WILLS CHARITABLE TRUST on 06/09/2022

Main office

BALLBRAKE COTTAGE
MORETONHAMPSTEAD
NEWTON ABBOT
TQ13 8PR

Objectives

THE PROMOTION FOR THE BENEFIT OF THE PUBLIC OF RURAL REGENERATION IN AREAS OF SOCIAL OR ECONOMIC DEPRIVATION (AND IN PARTICULAR IN MORETONHAMPSTEAD PARISH) BY ALL OR ANY OF THE FOLLOWING MEANS;1. THE ADVANCEMENT OF EDUCATION, TRAINING OR RETRAINING, PARTICULARLY AMONG UNEMPLOYED PEOPLE, AND PROVIDING UNEMPLOYED PEOPLE WITH WORK EXPERIENCE.2 THE CREATION OF TRAINING AND EMPLOYMENT OPPORTUNITIES BY THE PROVISION OF WORKSPACE, BUILDINGS, AND/OR LAND FOR USE OF FAVOURABLE TERMS.3. THE MAINTENANCE, IMPROVEMENT OR PROVISION OF PUBLIC AMENITIES:4. THE PRESERVATION OF BUILDINGS OR SITES OF HISTORIC OR ARCHITECTURAL IMPORTANCE.5. THE SUPPORT AND PROMOTION OF LOCAL SMALL BUSINESSES INCLUDING THE PROVISION FOR SALE OF ARTS AND CRAFTS.6. THE PROVISION OF FACILITIES FOR PUBLIC HEALTH AND SOCIAL CARE.7. THE PROVISION OF FACILITIES FOR GENERATING RENEWABLE ENERGY.8. THE PROVISION OF AFFORDABLE HOUSING.9. SUCH OTHER MEANS AS MAY FROM TIME TO TIME BE DETERMINED SUBJECT TO THE PRIOR WRITTEN CONSENT OF THE CHARITY COMMISSIONERS FOR ENGLAND AND WALES.

Defined Area of Benefit:

MORETONHAMPSTEAD, TEIGNBRIDGE, DEVON

Data Sources