Finance Score: 2
Governance Score: -4
Support Score: 4
  • Strong growth: +2
  • No conflicts policy: -1
  • Narrow trustee age band: -2
  • Mainly male board: -1
  • Overall weighted support: +4
Overall GiG Score: 2 ?

CARDIGAN BUILDING PRESERVATION TRUST

Cardigan Building Preservation Trust has as its aim 'The Preservation of Buildings of Historic or Architectural Merit for the public benefit in the Cardigan area'. Currently the trust is engaged in the renovation and restoration of Cardigan's Guildhall, a grade 2* listed building of considerable importance as the first municipal building in Ruskian Gothic style.
Analysis by Giving is Great

Positives:

  • There has been strong growth in spending over the last 5 years, despite a decline more recently
  • A significant proportion of recent income was derived from major grant makers including the Government
  • This charity is based in an area of extremely high deprivation

Regulatory & Governance issues to consider:

  • This charity does not have a Conflict of Interests policy
  • The Board is predominantly male
  • The Board has little diversity in terms of age

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k
Spending
£k
Surplus/
Deficit £k
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
31/03/23£1,735£19£1,717£0£3,224£6401
31/03/22£291£13£278n/an/an/an/an/an/a
31/03/21£85£7£78n/an/an/an/an/an/a
31/03/20£81£30£51n/an/an/an/an/an/a
31/03/19£49£8£41n/an/an/an/an/an/a
31/03/18£52£6£46n/an/an/an/an/an/a
31/03/17£13£5£8n/an/an/an/an/an/a
31/03/16£3£6£-3n/an/an/an/an/an/a
31/03/15£7£6£1n/an/an/an/an/an/a
31/03/14£9£3£7n/an/an/an/an/an/a
31/03/13£25£3£22n/an/an/an/an/an/a
31/03/12£113£4£109n/an/an/an/an/an/a
31/03/11£2£4£-1n/an/an/an/an/an/a
31/03/10£207£11£196n/an/an/an/an/an/a
31/03/09£474£10£464n/an/an/an/an/an/a
31/03/08£217£2£215n/an/an/an/an/an/a
31/03/07£16£15£0n/an/an/an/an/an/a
31/03/06£0£0£0n/an/an/an/an/an/a
31/03/05£0£0£0n/an/an/an/an/an/a
31/03/04£0£0£0n/an/an/an/an/an/a

Financial Ratios
Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 13%
Liabilities/Income: 27%
Unrestricted Funds/Total Funds: 0%
Reserves/Spending: 4 months
Net Current Assets/Spending: -48 months
Quick Ratio: 0.2
Asset Split ?
Balance Sheet History
Established: 23 years

cardiganbpt.cymru

lindsay@menter-aberteifi.co.uk

01239682526

Charity Commission for England and WalesCompanies House
UN SDGs
?
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
  • Ceredigion, Pembrokeshire,
  • This charity is based in an area of extremely high deprivation
Who it helps
  • Other Charities Or Voluntary Bodies
  • The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following 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 Cardigan Building Preservation Trust
£160,889 04/11/2022
Cardigan Markethall Heritage

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)
Current Trustees appointed
Gender Split
Based on 5/6 persons

Age Range of Trustees: 66-80
  • ANN FRANCES STOKOE Appointed: 2018, Occupation: Financial Adviser
  • DAVID LLEWELYN OWEN Appointed: 2013, Occupation: Architectural Services
  • JULIAN GEORGE ORBACH Appointed: 2002, Occupation: Historic Buildings Consultant
  • LINDSAY SHEEN Appointed: 2022, Occupation: Retired
  • MARTIN LEON DAVIES Appointed: 2001, Occupation: Architect/Building Supervisor
  • RICHARD EVANS Appointed: 2014, Occupation: Retired Engineer
Legal constitution
  • Charitable company registered in England & Wales on 15/05/2002, number: 1092026
  • Registered at Companies House on 30/03/2001, number: 04191325
Gift Aid
  • NOT registered with HMRC for Gift Aid
Policies in force
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Investing charity funds policy and procedures
  • Social media policy and procedures
  • Trustee expenses policy and procedures
Filing Record
20 returns made; all on time
Main office

MRS LINDSAY SHEEN
GUILDHALL
CARDIGAN
CEREDIGION
SA43 1JL

Objectives

THE PRESERVATION AND PROTECTION OF BUILDINGS OF HISTORIC OR ARCHITECTURAL MERIT FOR THE PUBLIC BENEFIT IN THE CARDIGAN AREA.

Defined Area of Benefit:

FOR THE PUBLIC BENEFIT IN THE CARDIGAN AREA.

Data Sources

Charity Commission for England and Wales
360 Giving

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