Finance Score: -3

Governance Score: -2

Support Score: 3

Liabilities <10%: +3
Excess reserves: -2
Reasonable growth: +1
Fundraising costs high: -5

Narrow trustee age band: -2

Gov Income
Grant maker support: +3

Overall GiG Score: -2

ABERGLASNEY RESTORATION TRUST

Restoration, Preservation and Maintenance of the Historic Mansion and Gardens at Aberglasney to enable the public to visit as tourist attraction and so safe guard the heritage for the future.

Analysis by Giving is Great

Positives:

The charity has received Government grants
This charity has a robust balance sheet
There has been reasonable growth in spending over the last 3 years relative to the previous period
There have been no income shortfalls in recent years

Regulatory & Governance issues to consider:

The Board has little diversity in terms of age

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £2,674,134 available, equivalent to 29 months of spending and so may not be able to utilise additional funding
Fundraising costs are extremely high relative to funds raised

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		£1,099	£1,095	£4	£243	£6,346	£2,674	29.3	37	36
31/03/22		£977	£876	£101	£143	£6,470	£2,665	36.5	35	33
31/03/21		£771	£568	£203	£49	£6,426	£2,393	50.5	26	0
31/03/20		£1,029	£770	£259	£127	£5,926	£2,263	35.3	16	0
31/03/19		£710	£710	£0	£137	£5,658	£2,001	33.8	9	30
31/03/18		£1,170	£685	£485	£105	£5,573	£1,960	34.3	9	0
31/03/17		£1,240	£509	£731	£128	£5,132	£1,959	46.2	23	0
31/03/16		£696	£479	£217	£164	£3,778	£1,428	35.7	18	0
31/03/15		£1,839	£462	£1,377	£132	£3,631	£1,442	37.5	18	0
31/03/14		£541	£481	£60	£146	£2,182	£1,697	42.3	16	0
31/03/13		£799	£441	£358	£126	£2,122	£1,748	47.6	17	0
31/03/12		£762	£673	£89	£277	£1,764	£1,764	31.5	13	0
31/03/11		£539	£532	£7	£40	£1,675	£1,675	37.8	23	0
31/03/10		£579	£532	£47	£415	£1,668	£1,668	37.6	16	0
31/03/09		£545	£457	£88	£409	£1,621	£1,621	42.6	16	0
31/03/08		£552	£526	£26	£475	£1,532	£1,532	34.9	17	0
31/03/07		£658	£598	£60	£545	£1,505	£1,505	30.2	17	0
31/03/06	*	£745	£640	£105	£0	£0	£0	n/a	0	0
31/03/05	*	£1,107	£1,025	£82	£0	£0	£0	n/a	0	0
31/03/04	*	£707	£502	£205	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 63.4%
Fundraising Costs/Total Spending: 22.2%
Highest pay band: Less than £60,000
Liabilities/Assets: 2%
Liabilities/Income: 9%
Unrestricted Funds/Total Funds: 42%
Reserves/Spending: 29.3 months
Net Current Assets/Spending: 30 months
Quick Ratio: 1.3

Asset Split ?

Established: 29 years

www.aberglasney.org

info@aberglasney.org

01558668998

Charity Commission for England and Wales

Tweets

Listed activities

Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Provides buildings/facilities/open space
Provides human resources

Where it operates

Carmarthenshire,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities
The General Public/Mankind

Who works here?

37 employees
36 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
National Lottery Heritage Fund - Grant to Aberglasney Restoration Trust
£1,080,000	19/09/2013	A heritage horticultural training and plant production facility

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Age Range of Trustees: 61-77

ELEANOR KEATLEY Appointed: 2022, Occupation: Retired

EIFION WYN BOWEN Appointed: 2019, Occupation: Retired

GWYNETH HAYWARD Appointed: 2018, Occupation: Retired

HELEN SCUTT Appointed: 2018, Occupation: Landscape Designer

IAN HOWELL Appointed: 2018, Occupation: Chartered Surveyor

PETER BURGESS Appointed: 2018, Occupation: Jeweller

PHILLIP GEORGE HERBERT RATCLIFFE (Chair) Appointed: 2018, Occupation: Company Director

ROBERT PUGH Appointed: 2018, Occupation: Retired

RODERICK DAVID EVANS Appointed: 2018, Occupation: Retired

DAVID ROGER EVANS Appointed: 2018, Occupation: Retired, Other trusteeship: THE IVOR AND AERES EVANS CHARITABLE TRUST,

THOMAS OWEN SAUNDERS LLOYD Appointed: 2018, Occupation: Author, Other trusteeship: THE REPRESENTATIVE BODY OF THE CHURCH IN WALES,

Legal constitution

Charitable company registered in England & Wales on 17/02/1995, number: 1044279
Registered at Companies House on 13/05/1994, number: 02928618

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

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
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR06: 1 days late, AR05: 1 days late, AR04: 102 days late,

Main office

Aberglasney Gardens
Llangathen
Carmarthen
Carmarthenshire
SA32 8QH

Objectives

1) TO RESTORE AND PRESERVE FOR THE PUBLIC BENEFIT LAND AND BUILDINGS OF BEAUTY OR HISTORIC INTEREST IN PARTICULAR THAT AT LLANGATHEN IN THE COUNTY OF DYFED KNOWN AS ABERGLASNEY. 2) TO PROMOTE THE BENEFIT OF THE INHABITANTS OF WALES AND ITS VISITORS WITHOUT DISTINCTION OF SEX, SEXUAL ORIENTATION, RACE OR OF POLITICAL, RELIGIOUS OR OTHER OPINIONS, BY ASSOCIATING THE LOCAL AUTHORITIES, VOLUNTARY AND OTHER ORGANISATIONS AND INHABITANTS IN A COMMON EFFORT TO ADVANCE EDUCATION AND PROVIDE FACILITIES IN THE INTERESTS OF SOCIAL WELFARE FOR RECREATION AND LEISURE-TIME OCCUPATION WITH THE OBJECT OF IMPROVING THE CONDITIONS OF LIFE OF THE SAID INHABITANTS. 3) TO ESTABLISH OR TO SECURE THE ESTABLISHMENT OF COMMUNITY GARDENS THAT WILL BE PLANNED, MAINTAINED AND MANAGED BY MEMBERS OF THE TRUST FOR THE BENEFIT OF THE INHABITANTS OF WALES AND ITS VISITORS.

Defined Area of Benefit:

ABERGLASNEY - LLANGATHEN

Data Sources