Finance Score: 8

Governance Score: 6

Support Score: 4

Good reserves management: +3
Strong growth: +2
Fundraising costs low: +3

Good trustee age range: +3
Dynamic board: +3

Grant maker support: +4

Overall GiG Score: 18

PEC TRUST

PEC Trust provides expertise, educational resources and support services to empower people to heat and power their homes affordably, at the same time increasing community confidence to engage in energy issues and to reduce greenhouse gases. These activities will benefit the fuel poor and those most vulnerable. The activities involve one to one and groups and active engagement with stakeholders.

Analysis by Giving is Great

Positives:

Reserves management has been consistently within official guidelines
There has been strong growth in spending since inception
Fundraising costs are unusually low relative to funds raised
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 age and dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
One or more trustees receive payments or benefits from the charity for providing services to the charity

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	Volun- teers
30/06/23		£1,905	£1,791	£114	£1	£1,104	£640	4.3	10
30/06/22	*	£2,085	£1,518	£567	£0	£990	£508	4	15
30/06/21		£1,260	£1,087	£173	£0	£423	£295	3.3	0
30/06/20		£602	£354	£249	£0	£251	£157	5.3	15

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Financial Ratios

Fundraising Costs/Relevant Income: 0.1%
Fundraising Costs/Total Spending: 0.1%
Highest pay band: Less than £60,000
Liabilities/Assets: 9%
Liabilities/Income: 6%
Unrestricted Funds/Total Funds: 58%
Reserves/Spending: 4.3 months
Net Current Assets/Spending: 7 months
Quick Ratio: 7.2

Asset Split ?

Established: 5 years

www.plymouthenergycommunity.com

support@plymouthenergycommunity.com

01752304255

Charity Commission for England and Wales

Tweets

Listed activities

Accommodation/Housing
Education/Training
Environment/Conservation/Heritage
The Prevention Or Relief Of Poverty

GiG Classification

Climate emergency

How it operates

Makes Grants to Individuals
Provides advocacy/advice/information
Provides services

Where it operates

Cornwall, Devon, Plymouth City, Torbay,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People Of A Particular Ethnic Or Racial Origin
People With Disabilities
The General Public/Mankind

Who works here?

Unknown number of employees
10 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
Devon Community Foundation - Heated Throws
£2,970	12/09/2022	Providing emergency support to vulnerable households facing fuel poverty to help them through the cold winter months
National Lottery Community Fund - Warm and Well Continuation 2021
£328,905	26/03/2021 48	The funding will be used over 4 years from to continue the ‘Warm and Well’ project providing an accessible person-centred effective fuel poverty service for vulnerable residents in Plymouth ....more The funding will be used over 4 years from to continue the ‘Warm and Well’ project providing an accessible person-centred effective fuel poverty service for vulnerable residents in Plymouth specifically those with physical or mental disabilities long term illness or mental health needs.
National Lottery Community Fund - The Energy Team
£55,115	26/05/2020 5	The funding will be used to provide increased staffing levels and capacity as a result of an increased demand for services during Covid-19. The project works to encourage local people to engage in ....more The funding will be used to provide increased staffing levels and capacity as a result of an increased demand for services during Covid-19. The project works to encourage local people to engage in energy issues and to come together to help tackle fuel poverty and the climate crisis.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Based on 9/11 persons

Age Range of Trustees: 32-59

KIERAN VANBUSSEL Appointed: 2019

TRACY EBBRELL Appointed: 2020, Occupation: Consultant

JOHN BAILEY Appointed: 2022, Occupation: Project Manager

MOHAMMED CHAANDA Appointed: 2022, Occupation: Project Manager

TOM BRIARS-DELVE Appointed: 2023, Occupation: Councillor

ZOE SYDENHAM Appointed: 2022, Occupation: Local Government Officer

IAN HUTCHCROFT (Chair) Appointed: 2019, Occupation: Self Employed

JESSICA HOLLILAND Appointed: 2019, Occupation: General Manager

OWEN RYLES Appointed: 2019, Occupation: Chief Executive

PAUL HARDMAN Appointed: 2019, Occupation: University Officer

WILLIAM BURNYEAT Appointed: 2020, Occupation: Director Communities For Renewables

Legal constitution

Charitable company registered in England & Wales on 04/06/2019, number: 1183711
Registered at Companies House on 14/09/2018, number: 11569012

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
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

4 returns made; AR22: 11 days late,

Main office

Plymouth City Council
C/O LOW CARBON TEAM
Ballard House
26 West Hoe Road
PLYMOUTH

Objectives

TO PROMOTE SUSTAINABLE DEVELOPMENT FOR THE BENEFIT OF THE PUBLIC BY THE:(A) PRESERVATION, CONSERVATION AND THE PROTECTION OF THE ENVIRONMENT AND THE PRUDENT USE OF RESOURCES; (B) RELIEF OF POVERTY AND THE PRESERVATION AND PROTECTION OF HEALTH BY PROMOTING THE EFFICIENT USE OF ENERGY AND UTILISATION OF RENEWABLE SOURCES OF ENERGY; AND(C) ADVANCEMENT OF EDUCATION IN SUBJECTS RELATING TO SUSTAINABLE DEVELOPMENT AND THE PROTECTION, ENHANCEMENT AND REHABILITATION OF THE ENVIRONMENT AND TO PROMOTE STUDY AND RESEARCH IN SUCH SUBJECTS PROVIDED THAT THE USEFUL RESULTS OF SUCH STUDY ARE DISSEMINATED TO THE PUBLIC AT LARGE.SUSTAINABLE DEVELOPMENT MEANS DEVELOPMENT WHICH MEETS THE NEEDS OF THE PRESENT WITHOUT COMPROMISING THE ABILITY OF FUTURE GENERATIONS TO MEET THEIR OWN NEEDS.

Data Sources