Finance Score: 0

Governance Score: 3

Support Score: 1

No PartB

Good trustee age range: +3

Grant maker support: +1

Overall GiG Score: 4

LINCOLN PELICAN TRUST LIMITED

The principle activity of the Charity is vocational training in the fields of manufacture of timber products,printing, sign-making, packaging,joinery, assembly and developing office/business administration skills.

Analysis by Giving is Great

Positives:

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

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 £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23		£348	£329	£19	n/a	n/a	n/a	n/a	n/a	2
31/03/22		£316	£294	£22	n/a	n/a	n/a	n/a	n/a	2
31/03/21		£324	£279	£45	n/a	n/a	n/a	n/a	n/a	2
31/03/20		£379	£367	£12	n/a	n/a	n/a	n/a	n/a	9
31/03/19		£290	£412	£-122	n/a	n/a	n/a	n/a	n/a	4
31/03/18		£373	£463	£-90	£0	£0	£0	n/a	0	0
31/03/17		£460	£451	£9	£0	£0	£0	n/a	0	0
31/03/16		£525	£490	£35	£2	£539	£345	8.5	17	0
31/03/15		£442	£508	£-66	£0	£0	£0	n/a	0	0
31/03/14		£487	£508	£-21	£0	£0	£0	n/a	0	0
31/03/13		£534	£516	£18	£23	£591	£362	8.4	16	0
31/03/12		£519	£524	£-5	£15	£573	£312	7.1	16	0
31/03/11		£870	£516	£354	£14	£578	£285	6.6	16	0
31/03/10		£637	£562	£75	£17	£224	£199	4.3	16	0
31/03/09		£547	£524	£23	£19	£149	£136	3.1	16	0
31/03/08		£525	£502	£23	£18	£127	£118	2.8	15	0
31/03/07		£513	£515	£-2	£19	£104	£101	2.4	15	0
31/03/06		£525	£495	£30	£0	£0	£0	n/a	0	0
31/03/05	*	£428	£484	£-55	£0	£0	£0	n/a	0	0
31/03/04		£409	£440	£-31	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 34 years

www.pelicantrust.org

stacey@pelicantrust.org

01522513533

Charity Commission for England and Wales

Tweets

Listed activities

Disability
Economic/Community Development/Employment
Education/Training

GiG Classification

Poverty relief

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Lincolnshire,

Who it helps

Other Charities Or Voluntary Bodies
Other Defined Groups
People With Disabilities
The General Public/Mankind

Who works here?

Unknown number of employees
2 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
Masonic Trust - MCF Matched Funding
£500	18/01/2022	Unrestricted matched funding in partnership with the local masonic province
DCMS - Coronavirus Community Support Fund
£10,000	22/07/2020	"The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to ....more "The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to operate, thereby reducing the burden on public services.2) To ensure essential services are provided to vulnerable people, both in the short and long term through increased community support through the work of charitable organisations."

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees: 42-80

TERENCE WILLIAM ARTHURS Appointed: 2021, Occupation: Manager

CATRIONA MARY ANN WHEELER Appointed: 2016, Occupation: Solicitor, Other trusteeships: JOHN ROBERT HALKES SETTLEMENT, THE UNITED REFORMED CHURCH EAST MIDLANDS SYNOD INCORPORATED, UNITED REFORMED CHURCH TRUST,

DAVID BERESFORD Appointed: 2000, Occupation: Practice Manager

ELAINE GILLIAN HUTTON Appointed: 2005, Occupation: Practice Manager

ROBERT CASTLE Appointed: 2021, Occupation: Operations Manager, Other trusteeship: AGE UK LINCOLN AND SOUTH LINCOLNSHIRE,

THOMAS HENRY HUNTER Appointed: 2003, Occupation: Retired Self Emp

SIMON JACKSON (Chair) Appointed: 1993, Occupation: Builders Merchant, Other trusteeship: BRAYFORD TRUST LIMITED,

Legal constitution

Charitable company registered in England & Wales on 19/07/1990, number: 703143
Registered at Companies House on 04/07/1990, number: 02518440

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
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR05: 1 days late,

Recent reorganisation events:

Asset transfer in from THE LINCOLN SPIRITUAL ASSOCIATION on 02/07/2019

Main office

Pelican Trust Ltd
20-22 Crofton Road
Lincoln
LN3 4NL

Objectives

(I) TO RELIEVE AND REHABILITATE PERSONS SUFFERING FROM PSYCHIATRIC OR PHYSICAL ILLNESS OF ANY DESCRIPTION (HEREINAFTER CALLED 'TRAINEES') BY THE PROVISION OF VOCATIONAL TRAINING AND FACILITIES FOR WORK SO THAT THEY MAY IMPROVE THEMSELVES AS INDIVIDUALS AND AS MEMBERS OF SOCIETY; AND (II) TO PROVIDE FACILITIES FOR RECREATION OR OTHER LEISURE TIME OCCUPATION WITH THE OBJECT OF IMPROVING THE CONDITIONS OF LIFE FOR SUCH TRAINEES.

Defined Area of Benefit:

NOT DEFINED

Data Sources