Finance Score: 1

Governance Score: 6

Support Score: 2

Reasonable growth: +1
No PartB

Dynamic board: +3
Gender balanced board: +3

Grant maker support: +2

Overall GiG Score: 9

INVOLVE - VOLUNTARY ACTION IN MID DEVON

To support the efficiency and effectiveness and the effective use of charitable resources of third sector organisations in Mid Devon by:1. Providing support to assist in their good governance.2. Building their capacity through support, advice and information services.3. Liaising and co-ordinating with them to provide charitable services to improve the lives of the citizens in Mid Devon

Analysis by Giving is Great

Positives:

There has been reasonable growth in spending since inception
There have been no 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:

One or more trustees receive benefits from the charity
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	Spending	Surplus/ Deficit
31/03/23	£297,224	£185,191	£112,033
31/03/22	£167,258	£144,528	£22,730
31/03/21	£98,285	£84,668	£13,617
31/03/20	£135,842	£116,427	£19,415
31/03/19	£135,467	£90,977	£44,490

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 6 years

www.involve-middevon.org.uk

office@involve-middevon.org.uk

01884255734

Charity Commission for England and Wales

Listed activities

Economic/Community Development/Employment
General Charitable Purposes
Other Charitable Purposes

GiG Classification

Philanthropic intermediaries and voluntarism promotion

How it operates

Acts as an umbrella or resource body
Provides advocacy/advice/information
Provides services

Where it operates

Devon,

Who it helps

Other Charities Or Voluntary Bodies
The General Public/Mankind

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
Devon Community Foundation - Cullompton Youth Development Partnership
£9,776	09/01/2023	Subsidy of therapy sessions within 2 Wilcombe and Tidcombe Primary schools.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

AMELIA GRACE HORTON DAVIES Appointed: 2024

DR DAISY KATHERINE ROBINSON Appointed: 2023

PAUL MUNNERY Appointed: 2023

DENNIS JOHN KNOWLES Appointed: 2018, Other trusteeships: WILLIAM SMALE'S CHARITY, THE OLD HEATHCOAT SCHOOL COMMUNITY CENTRE (KING STREET TIVERTON) LIMITED, TIVERTON ADVENTURE PLAY,

FELICITY JANE COLTHORPE (Chair) Appointed: 2024, Other trusteeships: THE POUGHILL VILLAGE HALL TRUST (DEVON), TIVERTON COMMUNITY ARTS THEATRE, TIVERTON MUSEUM OF MID DEVON LIFE,

Legal constitution

Charity registered in England & Wales on 14/02/2018, number: 1177169

Gift Aid

NOT 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
Internal risk management policy and procedures
Investing charity funds policy and procedures
Paying staff
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

5 returns made; all on time

Main office

Coggans Well House
Phoenix Lane
Tiverton
EX16 6LU

Objectives

TO SUPPORT THE EFFICIENCY AND EFFECTIVENESS AND THE EFFECTIVE USE OF CHARITABLE RESOURCES OF THIRD SECTOR ORGANISATIONS IN MID DEVON BY:1. PROVIDING SUPPORT TO ASSIST IN THEIR GOOD GOVERNANCE.2. BUILDING THEIR CAPACITY THROUGH SUPPORT, ADVICE AND INFORMATION SERVICES.3. LIAISING WITH AND CO-ORDINATING WITH THEM TO PROVIDE CHARITABLE SERVICES TO IMPROVE THE LIVES OF THE CITIZENS IN MID DEVON.4. FACILITATING CO-OPERATION AND PARTNERSHIPS TO PROMOTE THEIR SERVICES BY BRINGING THEM TOGETHER WITH PUBLIC AGENCIES AND STATUTORY AUTHORITIES IN MID DEVON.5. IDENTIFYING GAPS IN CHARITABLE SERVICES AND SUPPORTING THEM TO FILL THOSE GAPS.6. PROVIDING ADVOCACY FOR THEM AND THEIR ULTIMATE BENEFICIARIES, PARTICULARLY WITH REGARD TO HAVING THEIR VIEWS HEARD BY POLICY MAKERS, SERVICE PROVIDERS AND FUNDERS.7. MAINTAINING A DATABASE OF THEIR SERVICES AND PROJECTS WHICH BENEFIT PEOPLE IN MID DEVON.IN THESE OBJECTS THE FOLLOWING DEFINITIONS APPLY:A) “THIRD SECTOR ORGANISATIONS” MEANS CHARITIES, VOLUNTARY ORGANISATIONS AND SOCIAL ENTERPRISES.B) “CHARITIES” ARE ORGANISATIONS WHICH ARE ESTABLISHED FOR EXCLUSIVELY CHARITABLE PURPOSES IN ACCORDANCE WITH THE LAW OF ENGLAND AND WALES.C) “VOLUNTARY ORGANISATIONS AND SOCIAL ENTERPRISES” ARE INDEPENDENT ORGANISATIONS WHICH ARE ESTABLISHED FOR PURPOSES THAT ADD VALUE TO THE COMMUNITY AS A WHOLE, OR A SIGNIFICANT SECTION OF THE COMMUNITY, AND WHICH ARE NOT PERMITTED BY THEIR CONSTITUTION TO MAKE A PROFIT FOR PRIVATE DISTRIBUTION.D) VOLUNTARY ORGANISATIONS AND SOCIAL ENTERPRISES DO NOT INCLUDE LOCAL GOVERNMENT OR OTHER STATUTORY AUTHORITIES.

Data Sources