Finance Score: -3

Governance Score: 8

Support Score: 0

Volatile income: -3
No PartB

No conflicts policy: -1
Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Large volunteers +3

Overall GiG Score: 8

MENAI BRIDGE COMMUNITY HERITAGE TRUST LTD

The Trust runs an accredited museum in a renovated historic building. It offers outreach and educational activities. The collection of artefacts and documents relates to the two Menai bridges. The Trustees are working towards moving the museum to a permanent waterfront location in Menai Bridge The current building also operates as a community centre.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
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
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy

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	Volun- teers
31/03/23		£25	£26	£-1	n/a	n/a	n/a	n/a	n/a	15
31/03/22		£40	£44	£-5	n/a	n/a	n/a	n/a	n/a	22
31/03/21		£51	£26	£25	n/a	n/a	n/a	n/a	n/a	17
31/03/20		£55	£42	£14	n/a	n/a	n/a	n/a	n/a	20
31/03/19		£36	£38	£-2	n/a	n/a	n/a	n/a	n/a	20
31/03/18		£35	£46	£-10	£0	£0	£0	n/a	0	0
31/03/17		£21	£30	£-9	£0	£0	£0	n/a	0	0
31/03/16		£45	£46	£-1	£0	£0	£0	n/a	0	0
31/03/15		£53	£64	£-11	£0	£0	£0	n/a	0	0
31/03/14		£77	£75	£2	£0	£0	£0	n/a	0	0
31/03/13		£39	£40	£-1	£0	£0	£0	n/a	0	0
31/03/12		£33	£30	£3	£0	£0	£0	n/a	0	0
31/03/11		£54	£46	£7	£0	£0	£0	n/a	0	0
31/03/10		£35	£41	£-5	£0	£0	£0	n/a	0	0
31/03/09		£65	£47	£18	£0	£0	£0	n/a	0	0
31/03/08		£173	£96	£77	£0	£0	£0	n/a	0	0
31/03/07		£238	£33	£206	£0	£0	£0	n/a	0	0
31/03/06	*	£56	£64	£-8	£0	£0	£0	n/a	0	0
31/03/05		£46	£48	£-2	£0	£0	£0	n/a	0	0
31/03/04		£72	£67	£5	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 24 years
(26 years as a company)

www.menaibridges.co.uk

info@menaiheritage.org.uk

01248715046

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
Recreation

GiG Classification

Museums, parks, historical sites

How it operates

Provides buildings/facilities/open space
Provides services
Sponsors or undertakes research

Where it operates

Isle Of Anglesey,

Who it helps

Children/Young People
The General Public/Mankind

Who works here?

Unknown number of employees
15 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Age Range of Trustees: 31-77

JAMIE LEIGH ROBERTS Appointed: 2023, Occupation: Assistant Project Manager -Civil Engineer

JENNIFER JOY PORTER Appointed: 2022, Occupation: Retired

BENJAMIN POULTON Appointed: 2021, Occupation: Civil Engineer

GARETH JONES Appointed: 2015, Occupation: Wbq Manager Grwp Llandrillo/Menai

JOHN STUART COLE Appointed: 2015, Occupation: Retired

KERRY ADELE EVANS Appointed: 2020, Occupation: Operations Manager Uk Highways, Other trusteeship: THE CHARTERED INSTITUTION OF HIGHWAYS AND TRANSPORTATION,

Legal constitution

Charitable company registered in England & Wales on 14/08/2000, number: 1082013
Registered at Companies House on 24/11/1997, number: 03469982

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Engaging external speakers at charity events policy and procedures
Internal risk management 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
Volunteer management

Filing Record

20 returns made; AR06: 1 days late,

Main office

CANOLFAN THOMAS TELFORD
MONA ROAD
MENAI BRIDGE
ANGLESEY
LL59 5EA

Objectives

THE OBJECT FOR WHICH THE TRUST IS ESTABLISHED IS TO PRESERVE FOR THE BENEFIT OF THE TOWNSPEOPLE OF THE DISTRICT OF MENAI BRIDGE IN THE COUNTY OF YNYS MON AND OF THE NATION AT LARGE WHATEVER OF THE HISTORICAL ARCHITECTURAL AND CONSTRUCTIONAL HERITAGE MAY EXIST IN AND AROUND THE DISTRICT OF MENAI BRIDGE AFORESAID IN THE FORM OF BUILDINGS (INCLUDING ANY BUILDINGS AS DEFINED IN SECTION 336(1) OF THE TOWN AND COUNTRY PLANNING ACT 1990) OF PARTICULAR BEAUTY OR HISTORICAL ARCHITECTURAL OR CONSTRUCTIONAL INTEREST.

Defined Area of Benefit:

COUNTY OF YNYS MON

Data Sources