Finance Score: -5

Governance Score: 1

Support Score: 0

Volatile income & significant deficit in latest year: -5
No PartB

No conflicts policy: -1
Good trustee age range: +3
Mainly male board: -1

Large volunteers +3

Overall GiG Score: -1

WILLIAM PENGELLY CAVE STUDIES TRUST

The promotion of cave studies and research, education residential resource for people of all ages. Provison of a museum/interpretation centre, publication of educational material relatibng to cave science. Out reach work to schools and adults groups.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
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
The Board appears to be well diversified in terms of age

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
The Board is predominantly male

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 has been volatile recently and was significantly lower than spending in the latest year

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		£12	£17	£-5	n/a	n/a	n/a	n/a	n/a	12
31/12/21		£15	£8	£7	n/a	n/a	n/a	n/a	n/a	14
31/12/20	*	£16	£17	£-1	n/a	n/a	n/a	n/a	n/a	20
31/12/19		£13	£9	£4	n/a	n/a	n/a	n/a	n/a	5
31/12/18		£15	£10	£5	£0	£0	£0	n/a	0	15
31/12/17		£16	£28	£-13	£0	£0	£0	n/a	0	0
31/12/16		£17	£11	£5	£0	£0	£0	n/a	0	0
31/12/15		£19	£10	£9	£0	£0	£0	n/a	0	0
31/12/14		£20	£15	£5	£0	£0	£0	n/a	0	0
31/12/13		£24	£24	£0	£0	£0	£0	n/a	0	0
31/12/12		£23	£22	£2	£0	£0	£0	n/a	0	0
31/12/11		£44	£38	£6	£0	£0	£0	n/a	0	0
31/12/10		£28	£27	£1	£0	£0	£0	n/a	0	0
31/12/09		£21	£19	£3	£0	£0	£0	n/a	0	0
31/12/08		£34	£34	£0	£0	£0	£0	n/a	0	0
31/12/07		£26	£34	£-9	£0	£0	£0	n/a	0	0
31/12/06		£28	£37	£-9	£0	£0	£0	n/a	0	0
31/12/05		£19	£14	£4	£0	£0	£0	n/a	0	0
31/12/04		£15	£13	£2	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 55 years

http://www.pengellytrust.org

01837840259

Charity Commission for England and Wales

Listed activities

Education/Training
Environment/Conservation/Heritage

GiG Classification

Scientific research and testing services

How it operates

Acts as an umbrella or resource body
Provides buildings/facilities/open space
Provides human resources
Sponsors or undertakes research

Where it operates

Devon,

Who it helps

Children/Young People
The General Public/Mankind

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (10)

Gender Split

Age Range of Trustees: 35-87

ALAN FINCH, Occupation: Retired

BETH CRAMMAN Appointed: 2014

CHARLES LAWRENCE ALAN BIRD, Occupation: Adventure Activity Instructor

DAVID MICHAEL JEAN, Occupation: Retired

DAVID WARNE (Chair) Appointed: 2012, Occupation: Manager

DR PATRICK BOYLAN

JOHN WILMUT, Occupation: Retired Education Consultant, Other trusteeship: STOKE CLIMSLAND COMMUNITY PROJECT LTD,

KEITH COVENTRY Appointed: 2020, Occupation: Computer Engineer

RICHARD VOOGHT, Occupation: Adult Care Worker

SHEILA PHILLIPS, Occupation: Housewife

Legal constitution

Charity registered in England & Wales on 21/09/1969, number: 259303

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Volunteer management

Filing Record

19 returns made; AR20: 9 days late,

Main office

ZENNOR
SOUTH ZEAL
OKEHAMPTON
EX20 2QA

Objectives

A) TO ADVANCE THE SCIENCE OF SPELAEOLOGY. B) TO ADVANCE EDUCATION IN THAT SCIENCE. C) TO PROMOTE THE CONSERVATION OF SCIENTIFIC FEATURES OF CAVES AND THEIR ENVIRONS.

Defined Area of Benefit:

NOT DEFINED

Data Sources