Finance Score: -3

Governance Score: 3

Support Score: 0

Volatile income: -3
No PartB

Dynamic board: +3

No supporters identified

Overall GiG Score: 0

THE WORSHIPFUL LIVERY COMPANY OF WALES CHARITABLE TRUST

The advancement of education, the relief of poverty and, in particular, the promotion of skills and professional and commercial development among the young people of Wales.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
The Board appears to be dynamic in terms of composition

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income has been volatile recently

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
31/03/23	£39	£36	£3	n/a	n/a	n/a	n/a	n/a
31/03/22	£37	£35	£3	n/a	n/a	n/a	n/a	n/a
31/03/21	£39	£44	£-5	n/a	n/a	n/a	n/a	n/a
31/03/20	£59	£36	£23	n/a	n/a	n/a	n/a	n/a
31/03/19	£102	£44	£58	n/a	n/a	n/a	n/a	n/a
31/03/18	£42	£40	£2	£0	£0	£0	n/a	0
31/03/17	£42	£42	£0	£0	£0	£0	n/a	0
31/03/16	£46	£33	£13	£0	£0	£0	n/a	0
31/03/15	£46	£43	£4	£0	£0	£0	n/a	0
31/03/14	£40	£40	£0	£0	£0	£0	n/a	0
31/03/13	£39	£40	£-1	£0	£0	£0	n/a	0
31/03/12?	£69	£62	£6	£0	£0	£0	n/a	0
30/09/10	£43	£45	£-2	£0	£0	£0	n/a	0
30/09/09	£41	£37	£4	£0	£0	£0	n/a	0
30/09/08	£46	£44	£1	£0	£0	£0	n/a	0
30/09/07	£54	£35	£19	£0	£0	£0	n/a	0
30/09/06	£44	£21	£23	£0	£0	£0	n/a	0
30/09/05	£41	£23	£18	£0	£0	£0	n/a	0
30/09/04	£37	£17	£20	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 29 years

www.liverycompanywales.cymru

treasurer@liverycompanywales.cymru

07984655422

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
General Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Throughout Wales,

Who it helps

Children/Young People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Based on 8/9 persons

DYFRIG JAMES (Chair) Appointed: 2020

DAVID HUGH THOMAS CBE, DL Appointed: 2022

HUW REES WYNNE-GRIFFITH Appointed: 2016

HENRY MICHAEL GILBERT Appointed: 2023

JANE LOUISE CROAD Appointed: 2022

MAJOR JOHN EDWARD CHARLES TD, DL Appointed: 2021

PHILIP KITCHEN Appointed: 2020

STUART IAN CASTLEDINE FCA Appointed: 2019

AGNES XAVIER-PHILLIPS JP DL Appointed: 2022, Occupation: Former General Counsel Of Ge Capital, Other trusteeships: CARDIFF UNIVERSITY, CARDIFF UNIVERSITY STUDENTS' UNION,

Legal constitution

Charity registered in England & Wales on 20/06/1995, number: 1047346

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

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
Risk management
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

19 returns made; all on time

Main office

18 Withy Close
ROMSEY
Hampshire
SO51 7SA

Objectives

THE TRUSTEES SHALL HOLD THE TRUST FUND AND ITS INCOME UPON TRUST TO FURTHER THE CHARITABLE AIMS OF THE WORSHIPFUL LIVERY COMPANY OF WALES, BY THE ADVANCEMENT OF EDUCATION, THE RELIEF OF POVERTY AND SUCH OTHER CHARITABLE PURPOSES AS THE TRUSTEES SHALL FROM TIME TO TIME THINK FIT. AT THEIR DISCRETION THE TRUSTEES MAY SPEND ALL OR PART OF THE CAPITAL OF THE CHARITY IN FURTHERING THE OBJECTS. IN MAKING AWARDS THE TRUSTEES SHALL SATISFY THEMSELVES THAT RECIPIENTS HAVE A COMMITMENT TO WALES. THIS MAY BE BY BIRTH, UPBRINGING, EDUCATION, RESIDENCE OR PLACE OF EMPLOYMENT OR BY A COMBINATION OF THESE QUALIFICATIONS.

Defined Area of Benefit:

WALES

Data Sources