Finance Score: -3

Governance Score: 6

Support Score: 5

Low unrestricted reserves: -2
Reasonable growth: +1
Fundraising costs high: -2

Good trustee age range: +3
Gender balanced board: +3

Grant maker support: +5

Overall GiG Score: 8

YMDDIRIEDOLAETH PENLLERGARE - THE PENLLERGARE TRUST

Restoration and regeneration of the historic and cultural landscape of Penllergare Swansea for public benefit

Analysis by Giving is Great

Positives:

There has been reasonable growth in spending over the last 3 years relative to the previous period
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

Financial issues to consider:

Unrestricted reserves appear to be dangerously low at the latest year end
Fundraising costs are 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	£689	£570	£119	£116	£3,321	£77	1.6	14	108
31/03/22	£526	£498	£27	£121	£3,202	£87	2.1	12	95
31/03/21	£596	£418	£178	£82	£3,174	£99	2.9	13	13
31/03/20	£1,615	£411	£1,204	£104	£3,023	£61	1.8	13	97
31/03/19	£221	£329	£-108	n/a	n/a	n/a	n/a	n/a	100
31/03/18	£199	£418	£-219	£0	£0	£0	n/a	0	0
31/03/17	£285	£467	£-182	£0	£0	£0	n/a	0	0
31/03/16	£167	£330	£-163	£0	£0	£0	n/a	0	0
31/03/15	£167	£330	£-163	£0	£0	£0	n/a	0	0
31/03/14	£2,171	£258	£1,913	£14	£2,231	£55	2.6	4	0
31/03/13	£176	£172	£4	£0	£0	£0	n/a	0	0
31/03/12	£153	£162	£-10	£0	£0	£0	n/a	0	0
31/03/11	£307	£308	£-2	£0	£0	£0	n/a	0	0
31/03/10	£237	£250	£-13	£0	£0	£0	n/a	0	0
31/03/09	£200	£195	£5	£0	£0	£0	n/a	0	0
31/03/08	£124	£112	£12	£0	£0	£0	n/a	0	0
31/03/07	£124	£112	£12	£0	£0	£0	n/a	0	0
31/03/06	£17	£30	£-13	£0	£0	£0	n/a	0	0
31/03/05	£15	£13	£2	£0	£0	£0	n/a	0	0
31/03/04	£15	£13	£2	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 24.5%
Fundraising Costs/Total Spending: 20.4%
Highest pay band: Less than £60,000
Liabilities/Assets: 11%
Liabilities/Income: 57%
Unrestricted Funds/Total Funds: 2%
Reserves/Spending: 1.6 months
Net Current Assets/Spending: 18 months
Quick Ratio: 0.7

Asset Split ?

Established: 24 years

www.penllergare.org

contact@penllergare.org

01792 344224

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

Acts as an umbrella or resource body
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides services
Sponsors or undertakes research

Where it operates

City Of Swansea,

Who it helps

The General Public/Mankind

Who works here?

14 employees
108 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
Architectural Heritage Fund - Grant to The Penllergare Trust
£19,910	27/04/2023	The Equatorial Observatory
Architectural Heritage Fund - Grant to The Penllergare Trust
£18,248	01/08/2022	The Equatorial Observatory
National Lottery Heritage Fund - Grant to Ymddiriedolaeth Penllergare Trust
£27,900	19/05/2020	COVID19: Ymddiriedolaeth Penllergare Trust
The Pilgrim Trust - Grant to The Penllergare Trust
£15,000	24/05/2018 26	Penllergare Valley Woods - Phase Two
National Lottery Heritage Fund - Grant to Ymddiriedolaeth Penllergare Trust
£2,041,500	24/03/2015	Penllergare Valley Woods - Phase 2

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Age Range of Trustees: 30-80

AMANDA ELIZABETH WATKIN WILLIAMS Appointed: 2023, Occupation: Retired

DR CIARAN JOSEPH O'BRIAN Appointed: 2019

KARL ALBERT NAPIERELLA Appointed: 2021

POPPY ALICE BRENCHLEY REYNOLDS Appointed: 2021, Occupation: Sustainability Consultant

BRIAN RICHARDS Appointed: 2015, Occupation: Retired

ELIZABETH WENDY FITZGERALD Appointed: 2011, Occupation: Councillor

HELEN THOMAS Appointed: 2012, Occupation: Retired

JOHN MICHAEL CHILDS Appointed: 2014, Occupation: Retired

LEANNE HOWE Appointed: 2017, Occupation: Lecturer

PAUL BAKER Appointed: 2013, Occupation: Retired, Other trusteeship: COR RYGBI TREFORYS / MORRISTON RFC MALE VOICE CHOIR,

RAYMOND JAMES BUTT Appointed: 2019, Occupation: Lecturer

Legal constitution

Charitable company registered in England & Wales on 22/08/2000, number: 1082128
Registered at Companies House on 31/05/2000, number: 04004593

Gift Aid

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 charity financial controls 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
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; all on time

Main office

PENLLERGARE VALLEY WOODS
PENLLERGAER
SWANSEA
SA4 9GS

Objectives

FOR THE BENEFIT OF THE PUBLIC, AT PENLLERGARE AND ITS SETTING IN SWANSEA, TO FURTHER:-(A) THE PROTECTION, CONSERVATION, RESTORATION AND MAINTENANCE OF THE CULTURAL LANDSCAPE OF PENLLERGARE.(B) KNOWLEDGE AND APPRECIATION OF PENLLERGARE.(C) THE PROTECTION AND CONSERVATION OF WILDLIFE.

Defined Area of Benefit:

PENLLERGARE AND ITS SETTING IN SWANSEA

Data Sources