Finance Score: 0

Governance Score: 0

Support Score: 6

Strong growth: +2
Multiple Deficits: -2
No PartB

Large volunteers +3
Grant maker support: +3

Overall GiG Score: 6

TREGARGUS TRUST CIO

TO ADVANCE THE EDUCATION OF THE PUBLIC BY THE PRESERVATION AND MAINTENANCE OF THE HISTORIC, DOMESTIC AND INDUSTRIAL BUILDING SITES AND ARTIFACTS SITUATED IN THE TREGARGUS VALLEY, CORNWALL

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
There has been strong growth in spending over the last 5 years
A significant proportion of recent income was derived from major grant makers including the Government

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
On several occasions in recent years income has been less than spending

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
31/10/23	£13	£19	£-6	n/a	n/a	n/a	n/a	n/a	4
31/10/22	£6	£14	£-8	n/a	n/a	n/a	n/a	n/a	3
31/10/21	£4	£1	£2	n/a	n/a	n/a	n/a	n/a	6
31/10/20	£17	£5	£13	n/a	n/a	n/a	n/a	n/a	2
31/10/19	£9	£4	£5	n/a	n/a	n/a	n/a	n/a	0
31/10/18	£6	£14	£-8	£0	£0	£0	n/a	0	0
31/10/17	£20	£3	£17	£0	£0	£0	n/a	0	0
31/10/16	£5	£5	£0	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 8 years

keithwonnacott53@btinternet.com

01726824323

Charity Commission for England and Wales

Listed activities

Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Other charitable activities
Provides buildings/facilities/open space
Provides human resources

Where it operates

Cornwall,

Who it helps

The General Public/Mankind

Who supports 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 Beehive and Buzz Childcare CIC
£3,217	21/10/2023	We would like to update our resources and equipment for the benefit of all the children we look after, aged one to 11 years. As a charity of more than 30 years, the funding will be very beneficial.
Cornwall Community Foundation - Safety Fencing
£5,000	07/11/2022	The aim of the Trust is to advance the education of the public by the preservation and maintenance of the historic, domestic and industrial building sites and artefacts situated in the Tregargus ....more The aim of the Trust is to advance the education of the public by the preservation and maintenance of the historic, domestic and industrial building sites and artefacts situated in the Tregargus Valley
Co-Operative Group - Grant to Beehive & Buzz! Childcare CIC
£3,555	23/10/2021	We would like to replace and update our computer equipment to ensure that our children have access to up-to-date technology to help them excel in their learning and development.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

ANDY BARCLAY Appointed: 2017

IVAN RUFUS BARRETT Appointed: 2022

KENNETH DOHERTY Appointed: 2016

KIM WONNACOTT Appointed: 2016

KEITH WONNACOTT MBE Appointed: 2016

MARIE ALLEN Appointed: 2016

MR BILL TRUSCOTT Appointed: 1999

MILO BRIGHT Appointed: 2017

SUSAN MORCOM (Chair) Appointed: 2002

SHARON YVONNE WREN Appointed: 2022

Legal constitution

Charity registered in England & Wales on 22/01/2016, number: 1165277

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Internal charity financial controls policy and procedures
Internal risk management 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

8 returns made; all on time

Main office

68 Terras Road
St. Stephen
St. Austell
PL26 7RX

Objectives

TO ADVANCE THE EDUCATION OF THE PUBLIC BY THE PRESERVATION AND MAINTENANCE OF THE HISTORIC, DOMESTIC AND INDUSTRIAL BUILDING SITES AND ARTEFACTS SITUATED IN THE TREGARGUS VALLEY CORNWALL.

Data Sources