Finance Score: 1

Governance Score: 3

Support Score: 6

Strong growth: +2
Deficit latest year: -2
Good reserves: +1
No PartB

Dynamic board: +3

Large volunteers +3
Grant maker support: +3

Overall GiG Score: 10

THE PEAR TREE FUND

To provide information, advice and holistic support to anyone with a life-changing illness or long-term condition who lives in East Suffolk and neighbouring parts of Mid Suffolk and South Norfolk, and to families and carers. Services and support are provided from the Pear Tree Centre in Halesworth, or by telephone, online and in the home.

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 several prominent grant makers recently
There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years
The Board appears to be 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
Income was lower than spending in the latest year but the charity has substantial reserves available

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		£256	£308	£-52	n/a	n/a	n/a	n/a	n/a	66
31/12/21	*	£263	£259	£4	n/a	n/a	n/a	n/a	n/a	40
31/12/20	*	£156	£137	£19	n/a	n/a	n/a	n/a	n/a	60
31/12/19		£297	£55	£242	n/a	n/a	n/a	n/a	n/a	40
31/12/18		£190	£31	£159	£0	£0	£0	n/a	0	16
31/12/17		£104	£32	£73	£0	£0	£0	n/a	0	0
31/12/16		£159	£35	£123	£0	£0	£0	n/a	0	0
31/12/15		£83	£29	£54	£0	£0	£0	n/a	0	0
31/12/14		£589	£33	£556	£10	£556	£456	168	0	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 10 years

www.peartreefund.org

info@peartreefund.org

01986 899655

Charity Commission for England and Wales

Tweets

Listed activities

Disability
General Charitable Purposes
The Advancement Of Health Or Saving Of Lives

GiG Classification

Residential nursing care facilities

How it operates

Provides advocacy/advice/information
Provides other finance
Provides services

Where it operates

Norfolk, Suffolk,

Who it helps

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

Who works here?

Unknown number of employees
66 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
Co-Operative Group - Grant to The Pear Tree Fund
£1,237	21/10/2023	We will run wellbeing and bereavement support activities, including cooking for the bereaved, dementia reminiscence sessions, crafty chatter, Tai Chi, and coffee and cake mornings.
Suffolk Community Foundation - Art Therapy
£17,733	25/05/2021 8	Supporting art therapy sessions for unpaid family carers.
Suffolk Community Foundation - The Pear Tree Centre - Counselling Services
£11,054	22/01/2021 11	To support a counselling service and core costs at The Pear Tree Centre.
Suffolk Community Foundation - SUPPORT SERVICES DANES Benefits advice and form filling Counselling services
£5,000	14/04/2020 10	Supporting the remote delivery of support services, benefits advise and counselling services to elderly and vulnerable members of the community. Covid19
Suffolk Community Foundation - The Pear Tree Centre
£4,898	13/11/2019 1	To support the new Pear Tree Fund Centre.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

CANDACE TAMSYN IMISON Appointed: 2024

CATHERINE BOYLE Appointed: 2022

DEBRA JANE WILLETTS Appointed: 2022

DR DINAH CECELIA MORLEY (Chair) Appointed: 2017

GUY PERYER Appointed: 2023

LUCY VICTORIA SMITH Appointed: 2022

PHILIP JOHN KING Appointed: 2022

NICOLA JANE SAWKINS Appointed: 2013, Other trusteeship: HALESWORTH DEMENTIA CARERS FUND,

Legal constitution

Charity registered in England & Wales on 21/01/2014, number: 1155419

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

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

Filing Record

9 returns made; AR21: 1 days late, AR20: 2 days late,

Main office

Pear Tree Centre
Bungay Road
HALESWORTH
Suffolk
IP19 8SG

Objectives

To support people with a life limiting illness who are registered with Cutlers Hill Surgery, by the provision of nursing care, practical support and equipment; andTo provide information and support at the Pear Tree Centre to people living in Halesworth and the surrounding area, who either themselves or a member of their family have a life limiting illness.

Defined Area of Benefit:

HALESWORTH AND THE SURROUNDING AREA

Data Sources