Finance Score: 0

Governance Score: -2

Support Score: 3

No PartB

Very static board: -5
Gender balanced board: +3

Gov Income
Grant maker support: +3

Overall GiG Score: 1

TAFF BARGOED DEVELOPMENT TRUST LIMITED

TO PROMOTE ANY CHARITABLE PURPOSES FOR THE BENEFIT OF THE COMMUNITY IN THE TAFF BARGOED VALLEY AND ITS SURROUNDING NEIGHBOURHOOD

Analysis by Giving is Great

Positives:

The charity has received Government grants
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

The Board composition appears to be very static

Financial issues to consider:

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

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	*	£132	£98	£34	n/a	n/a	n/a	n/a	n/a	12
31/03/22		£102	£90	£12	n/a	n/a	n/a	n/a	n/a	12
31/03/21		£79	£84	£-5	n/a	n/a	n/a	n/a	n/a	16
31/03/20		£133	£82	£51	n/a	n/a	n/a	n/a	n/a	14
31/03/19		£93	£108	£-15	n/a	n/a	n/a	n/a	n/a	12
31/03/18		£101	£98	£3	£0	£0	£0	n/a	0	0
31/03/17		£73	£62	£11	£0	£0	£0	n/a	0	0
31/03/16	*	£76	£69	£8	£0	£0	£0	n/a	0	0
31/03/15		£70	£67	£3	£0	£0	£0	n/a	0	0
31/03/14		£78	£69	£9	£0	£0	£0	n/a	0	0
31/03/13		£90	£74	£15	£0	£0	£0	n/a	0	0
31/03/12		£98	£71	£26	£0	£0	£0	n/a	0	0
31/03/11		£119	£84	£35	£0	£0	£0	n/a	0	0
31/03/10	*	£56	£85	£-30	£0	£0	£0	n/a	0	0
31/03/09		£192	£92	£100	£0	£0	£0	n/a	0	0
31/03/08		£133	£72	£61	£0	£0	£0	n/a	0	0
31/03/07	*	£112	£60	£53	£0	£0	£0	n/a	0	0
31/03/06	*	£87	£59	£28	£0	£0	£0	n/a	0	0
31/03/05	*	£90	£61	£29	£0	£0	£0	n/a	0	0
31/03/04	*	£35	£204	£-169	£0	£0	£0	n/a	0	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 28 years

www.tbdt.co.uk

enquiries@tbdt.co.uk

01443710827

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
Amateur Sport
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
The Prevention Or Relief Of Poverty

GiG Classification

Other facilities management and maintenance

How it operates

Makes Grants to Organisations
Provides buildings/facilities/open space

Where it operates

Merthyr Tydfil,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities

Who works here?

Unknown number of employees
12 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

Age Range of Trustees: 54-82

BRIAN MANSBRIDGE Appointed: 2014, Occupation: Councillor

GILLIAN PRESTON Appointed: 1997, Occupation: Admin Assistant

JONATHAN LYNDEN REES (Chair) Appointed: 2002, Occupation: Carers Development Officer

KATE MORAN Appointed: 2014, Occupation: None

COLIN GEORGE FENN Appointed: 2008, Occupation: Retired, Other trusteeship: ABERFAN CANOE CLUB,

Legal constitution

Charitable company registered in England & Wales on 04/03/1996, number: 1053465
Registered at Companies House on 14/12/1994, number: 03001569

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
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
Volunteer management

Filing Record

20 returns made; AR23: 83 days late, AR16: 2 days late, AR10: 13 days late, AR07: 2 days late, AR06: 16 days late, AR05: 164 days late, AR04: 72 days late,

Recent reorganisation events:

Asset transfer in from BEDLINOG AND TRELEWIS GOING FOR GREEN GROUP on 15/11/2022

Main office

TAFF BARGOED CENTRE
TRELEWIS
MERTHYR TYDFIL
MID GLAMORGAN
CF46 6RD

Objectives

To promote any charitable purposes for the benefit of the community in the Taff Bargoed Valley and its surrounding neighbourhood and in particular:(a) Advancement of education by the provision of facilities classes and courses training opportunities advice and information seminars and conferences and other services for the benefit of the community;(b) The provision in the interests of social welfare of facilities for recreation and other leisure time occupation and improvements to the environment with the object of improving the conditions of life for the said community;(c) The furtherance of health and the relief of poverty distress and sickness;(d) The relief of unemployment for the public benefit in such ways as may be thought fit, including assistance to find employment;(e) The awarding of grants to community groups and organisations located and registered within the Taff Bargoed Valley to help safeguard, nurture and grow to ensure their continued work and benefit to the community of the valley.We would also suggest to separate the ?Objects? and ?Powers? clauses on the Memorandum of Association e.g. renumber point 3 (ii) as clause 4 and renumber following clauses accordingly. This emphasise the difference between the charity?s objects and powers.

Defined Area of Benefit:

IN PRACTICE BARGOED VALLEY AND ITS SURROUNDING NEIGHBOURHOOD

Data Sources