THE BUCKFASTLEIGH TRUST

Charity number: 1069416
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Acts as an umbrella organisation for local community initiatives, such as the Valiant Soldier Museum and the Buckfastleigh Wool Festival. Acts as a enabler of community heritage and education activities.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £17,105
Total expenditure: £24,155

Total income includes £2,500 from 1 government grant(s)

People

7 Trustee(s)

4 Volunteer(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • General Charitable Purposes
  • Education/training
  • Arts/culture/heritage/science
  • Environment/conservation/heritage
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Provides Human Resources
  • Provides Buildings/facilities/open Space
  • Acts As An Umbrella Or Resource Body
Where the charity operates:
  • Devon

Governance

Registration history:
  • 05 May 1998: Standard registration
Organisation type:
Charitable company
Other names:

No other names

Company number:
03535168 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
  • Care Quality Commission
  • Financial Conduct Authority
  • Homes England
  • Ofsted (Office For Standards In Education)
Policies:
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
Land and property:
This charity owns and/or leases land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

7 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Steven John Burch Trustee 25 March 2024
None on record
Roderick Denley-Jones Trustee 02 May 2023
None on record
Sylvia Lilian Phillips Trustee 16 December 2018
None on record
Stephen Montgomery Parker Trustee 13 December 2018
None on record
Valerie Anne Browning Trustee 15 December 2015
MOORLAND COMMUNITY CARE GROUP
Received: On time
Janet Elizabeth Parrott MBE Trustee 26 May 2015
None on record
Judith Marguerite Hart Trustee 01 December 2014
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £19.58k £26.86k £7.11k £15.96k £17.11k
Total expenditure £24.40k £9.25k £8.14k £10.24k £24.16k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants £5.42k £25.42k N/A £4.00k £2.50k

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 March 2024 15 November 2024 On Time
Accounts and TAR 31 March 2024 Not Required
Annual return 31 March 2023 19 November 2023 On Time
Accounts and TAR 31 March 2023 Not Required
Annual return 31 March 2022 16 November 2022 On Time
Accounts and TAR 31 March 2022 Not Required
Annual return 31 March 2021 30 November 2021 On Time
Accounts and TAR 31 March 2021 30 November 2021 On Time
Annual return 31 March 2020 01 December 2020 On Time
Accounts and TAR 31 March 2020 Not Required
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED ON 26 MARCH 1998 AS AMENDED 15TH JANUARY 1998. as amended on 27 Nov 2014

Charitable objects

A) THE ADVANCEMENT OF THE EDUCATION OF THE PUBLIC IN PARTICULAR BY THE PROVISION OF A MUSEUM. B) THE PROVISION AND MAINTENANCE OF A GARDEN AND OTHER FACILITIES FOR THE USE OF THE INHABITANTS OF BUCKFASTLEIGH AND SURROUNDING AREAS WITHOUT DISTINCTION OF POLITICAL RELIGIOUS OR OTHER OPINIONS FOR USE IN RECREATION AND OTHER LEISURE TIME OCCUPATION WITH THE OBJECT OF IMPROVING THE CONDITIONS OF LIFE FOR THE SAID INHABITANTS. C) SUCH OTHER CHARITABLE PURPOSES THAT WILL BENEFIT THE COMMUNITY THAT THE TRUSTEES SHALL DECIDE.

Area of benefit

The area the charity can operate in, as set out in its governing document.

NOT DEFINED

Contact information

Address:
80 Fore Street
BUCKFASTLEIGH
TQ11 0BS
Phone:
01364 644522
Email:
janetp.valiantsoldier@btinternet.com
Website:

www.valiantsoldier.org.uk Open in new window