Finance Score: 3

Governance Score: -1

Support Score: 0

Liabilities <10%: +3

Only 4 Trustees: -1
Good trustee age range: +3
Static board: -3

No supporters identified

Overall GiG Score: 2

PILTON HOUSE TRUST

THE RELIEF OF POVERTY, SICKNESS AND OLD AGE IN PARTICULAR BY THE PROVISION OF SUITABLE HOUSING ACCOMMODATION AND NURSING HOMES AND THE PROVISION OF DAY AND RESPITE CARE FACILITIES FOR ELDERLY PERSONS IN BARNSTAPLE, WITH THE OBJECT OF IMPROVING THEIR CONDITIONS OF LIFE.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
Spending has increased over the last 3 years relative to the previous period
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:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
There are only 4 trustees
The Board composition appears to be rather static

Established: 11 years

www.piltonhouse.co.uk

manager@piltonhouse.co.uk

01271 342188

Charity Commission for England and Wales

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
31/12/22	£1,201	£1,183	£18	£0	£1,250	£1,240	12.6	31
31/12/21	£1,102	£1,117	£-15	£0	£1,256	£1,253	13.5	45
31/12/20	£1,116	£1,092	£24	£0	£1,251	£1,251	13.7	48
31/12/19	£1,046	£1,111	£-66	£0	£1,222	£1,222	13.2	53
31/12/18	£967	£970	£-2	£0	£1,263	£1,262	15.6	55
31/12/17	£920	£938	£-17	£1	£1,282	£1,274	16.3	50
31/12/16	£878	£821	£57	£1	£1,286	£1,277	18.7	49
31/12/15	£810	£830	£-20	£3	£1,210	£1,206	17.4	48
31/12/14	£520	£566	£-46	£-566	£1,229	£1,227	26	45

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 2%
Liabilities/Income: 3%
Unrestricted Funds/Total Funds: 99%
Reserves/Spending: 12.6 months
Net Current Assets/Spending: 1 months
Quick Ratio: 4.7

Asset Split ?

Listed activities

Accommodation/Housing
The Prevention Or Relief Of Poverty

How it operates

Provides buildings/facilities/open space
Provides services

Where it operates

Devon,

Who it helps

Elderly/Old People

Who works here?

31 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

Age Range of Trustees: 46-77

IRENE MARGARET HOCKIN Appointed: 2013, Occupation: Company Director, Other trusteeship: ENCOMPASS SOUTHWEST,

JULIE LYNDA HUNT Appointed: 2016, Occupation: Councillor, Other trusteeship: THE NORTH DEVON ATHENAEUM,

JANET COATES Appointed: 2019, Occupation: Retired, Other trusteeships: PILTON UNITED CHARITY, DAVIE BARNSTAPLE TRUST,

MATTHEW NORRIS Appointed: 2016, Occupation: It Specialists

Legal constitution

Charitable company registered in England & Wales on 16/10/2013, number: 1154226
Registered at Companies House on 24/06/2013, number: 08582100

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Care Quality Commission

Policies in force

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

Filing Record

9 returns made; all on time

Main office

Pilton House Residential Care Home
Pilton House
Pilton Street
BARNSTAPLE
Devon
EX31 1PQ

Objectives

THE RELIEF OF POVERTY, SICKNESS AND OLD AGE IN PARTICULAR BY THE PROVISION OF SUITABLE HOUSING ACCOMMODATION AND NURSING HOMES AND THE PROVISION OF DAY AND RESPITE CARE FACILITIES FOR ELDERLY PERSONS AND SICK PERSONS IN BARNSTAPLE, WITH THE OBJECT OF IMPROVING THEIR CONDITIONS OF LIFE.

Data Sources