Finance Score: 0

Governance Score: 0

Support Score: 1

Grant maker support: +1

Overall GiG Score: 1

MERTHYR TYDFIL INSTITUTE FOR THE BLIND

Provides training, development, support and employment opportunities for persons with disabilities, as well as those that are disadvantaged, economically inactive or unemployed.

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

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		£2,042	£2,055	£-13	£0	£2,970	£2,090	12.2	59	1
31/03/22		£1,818	£1,838	£-20	£0	£2,984	£2,062	13.5	62	1
31/03/21		£1,629	£1,647	£-17	£0	£3,003	£2,086	15.2	66	0
31/03/20		£1,485	£1,543	£-58	£0	£3,017	£2,066	16.1	63	1
31/03/19		£1,469	£1,578	£-109	£0	£3,075	£2,105	16	74	2
31/03/18		£1,825	£1,781	£43	£0	£3,183	£2,188	14.7	81	0
31/03/17		£1,782	£1,719	£63	£0	£3,139	£2,110	14.7	80	0
31/03/16		£1,567	£1,538	£29	£0	£3,074	£2,022	15.8	77	0
31/03/15		£1,731	£1,662	£68	£9	£3,045	£1,964	14.2	81	0
31/03/14		£1,583	£1,524	£59	£8	£2,976	£1,859	14.6	71	0
31/03/13	*	£1,431	£1,539	£-107	£8	£2,916	£1,782	13.9	50	0
31/03/12		£1,386	£1,473	£-88	£9	£3,022	£1,862	15.2	50	0
31/03/11		£1,674	£1,763	£-89	£10	£3,109	£1,908	13	56	0
31/03/10		£2,080	£2,009	£71	£14	£3,198	£1,932	11.5	56	0
31/03/09		£2,171	£2,029	£142	£10	£3,089	£1,762	10.4	58	0
31/03/08		£2,121	£2,075	£46	£12	£2,950	£1,602	9.3	61	0
31/03/07		£2,022	£1,962	£60	£17	£2,905	£1,443	8.8	63	0
31/03/06		£3,014	£1,831	£1,183	£0	£0	£0	n/a	0	0
31/03/05		£1,770	£1,534	£237	£0	£0	£0	n/a	0	0
31/03/04		£1,655	£1,526	£128	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 4%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 11%
Liabilities/Income: 17%
Unrestricted Funds/Total Funds: 70%
Reserves/Spending: 12.2 months
Net Current Assets/Spending: 10 months
Quick Ratio: 0.9

Asset Split ?

Established: 32 years

www.mtib.co.uk

info@mtib.co.uk

01685370072

Charity Commission for England and Wales

Tweets

Listed activities

Disability
Economic/Community Development/Employment
Education/Training
Other Charitable Purposes

GiG Classification

Services for people with disabilities

How it operates

Other charitable activities
Provides advocacy/advice/information
Provides services

Where it operates

Throughout Wales,

Who it helps

Other Defined Groups
People With Disabilities

Who works here?

59 employees
1 volunteer

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
Department for Work and Pensions - Journey to Employment (J2E) payments to DPULOs and VSOs (2018)
£36,986	01/04/2018	Creating peer support Job Clubs to help disabled claimants get back into employment
Department for Work and Pensions - Journey to Employment (J2E) payments to DPULOs and VSOs (2018)
£13,595	01/04/2018	Creating peer support Job Clubs to help disabled claimants get back into employment
Department for Work and Pensions - Jobs to Employment (J2E) payments to DPULOs and VSOs)
£49,648	01/04/2017	Creating peer support Job Clubs to help disabled claimants get back into employment
Department for Work and Pensions - Jobs to Employment (J2E) payments to DPULOs and VSOs)
£50,530	01/04/2017	Creating peer support Job Clubs to help disabled claimants get back into employment

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees: 53-83

JUNE ELIZABETH MORGAN Appointed: 2022, Occupation: Chartered Accountant

ALAN BUSH Appointed: 2003, Occupation: Managing Director

ALAN GUNTER Appointed: 2016, Occupation: Company Director

GARETH WILLIAM MEREDITH (Chair) Appointed: 2005, Occupation: Retired, Other trusteeship: THE LORD BUCKLAND TRUST,

JONATHAN ELLIS Appointed: 2016, Occupation: Managing Director

RALPH WYNFORD COOPER Appointed: 2005, Occupation: Finance & It Manager

LISA VICTORIA MYTTON Appointed: 2014, Occupation: Councillor And Head Of Quality, Other trusteeship: THE CYFARTHFA FOUNDATION,

Legal constitution

Charitable company registered in England & Wales on 09/01/1992, number: 1007270
Registered at Companies House on 31/10/1991, number: 02659355

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Estyn: Her Majesty's Inspectorate For Education And Training In Wales

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
Investing charity funds policy and procedures
Investment
Paying staff
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

Filing Record

20 returns made; AR13: 1 days late,

Main office

The Merthyr Tydfil Institute For The Blind
Unit 4
Triangle Business Park
Pentrebach
MERTHYR TYDFIL
Mid Glam

Objectives

THE RELIEF OF PERSONS WHO ARE BLIND OR PARTIALLY SIGHTED OR WHO OTHERWISE SUFFER FROM DEFECTIVE VISION AND ARE RESIDENT IN THE COUNTY OF MID GLAMORGAN.

Defined Area of Benefit:

MID GLAMORGAN

Data Sources