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home >> charity search >> gwrych castle preservation trust limited
Finance Score: -1
Governance Score: 6
Support Score: 7
  • Excess liquidity: -1
  • Volatile income: -3
  • Fundraising costs low: +3
  • Good trustee age range: +3
  • Gender balanced board: +3
  • Large volunteers +3
  • Overall weighted support: +4
Overall GiG Score: 12 ?

GWRYCH CASTLE PRESERVATION TRUST LIMITED

109 ARTS & CULTURE112 ENVIRONMENT/CONSERVATION/HERITAGE207 GENERAL PUBLIC/MANKIND305 PROVIDES BUILDINGS/FACILITIES/OPEN SPACES307 PROVIDES ADVOCACY/ADVICE/INFORMATION308 SPONSORS OR UNDERTAKES RESEARCH
Analysis by Giving is Great

Positives:

  • This charity has been successful in attracting volunteers relative to its size
  • The charity has received backing from a grant maker
  • Fundraising costs are unusually low relative to funds raised
  • The Board appears to be well diversified in terms of age and gender

Financial issues to consider:

  • Liquidity appeared to be in excess of CC guidelines at the latest year end especially considering the historic stability of income
  • Income has been volatile recently

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
31/12/23£627£443£184£18£1,776£68318.510100
31/12/22£611£880£-269£121£1,592£4996.8950
31/12/21£965£598£368£82£1,861£76815.4950
31/12/20*£628£287£342£7£1,494£40116.8950
31/12/19£260£222£38n/an/an/an/an/an/a
31/12/18£1,210£155£1,056£22£1,114£211.630
31/12/17£107£75£33n/an/an/an/an/an/a
31/12/16£46£43£3n/an/an/an/an/an/a
31/12/15£51£49£3n/an/an/an/an/an/a
31/12/14£35£28£7n/an/an/an/an/an/a
31/12/13£19£12£7n/an/an/an/an/an/a
31/12/12*£2£5£-3n/an/an/an/an/an/a
31/12/11*£2£2£0n/an/an/an/an/an/a
31/12/10*£2£3£0n/an/an/an/an/an/a
31/12/09*£3£2£1n/an/an/an/an/an/a
31/12/08£2£2£0n/an/an/an/an/an/a
31/12/07£4£4£0n/an/an/an/an/an/a
31/12/06£10£10£0n/an/an/an/an/an/a
31/12/05£5£6£-1n/an/an/an/an/an/a
31/12/04£3£2£1n/an/an/an/an/an/a
Show more rows -->

Download accounts
Financial Ratios
Fundraising Costs/Relevant Income: 2.8%
Fundraising Costs/Total Spending: 4%
Highest pay band: Less than £60,000
Liabilities/Assets: 12%
Liabilities/Income: 38%
Unrestricted Funds/Total Funds: 38%
Reserves/Spending: 18.5 months
Net Current Assets/Spending: 8 months
Quick Ratio: 8.9
Asset Split ?
Balance Sheet History
Established: 22 years

www.gwrychcastle.co.uk

gwrychtrust@gmail.com

01745826023

Charity Commission for England and WalesCompanies HouseFacebookInstagramX
UN SDGs
?
Listed activities
  • Arts/Culture/Heritage/Science
  • Environment/Conservation/Heritage
  • General Charitable Purposes
GiG Classification
  • Museums, parks, historical sites
How it operates
  • Provides advocacy/advice/information
  • Provides buildings/facilities/open space
  • Sponsors or undertakes research
Where it operates
  • Throughout Wales,
Who it helps
  • 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
Co-Operative Group - Grant to Gwrych Castle Preservation Trust Ltd
£1,009 23/10/2021
Our project is intended to make the Castle visitor route around the site more inclusive for those who have sight, hearing impairment and mobility issues.
National Lottery Heritage Fund - Grant to Gwrych Castle Preservation Trust
£49,900 12/05/2020
COVID19: Gwrych Castle Preservation Trust Ltd
National Lottery Heritage Fund - Grant to Gwrych Castle Preservation Trust
£151,500 22/02/2019
Gwrych Castle - Preparing for the next twenty years
DCMS - Securing the future of Gwrych Castle
£595,400 22/05/2018
Securing the future of Gwrych Castle
National Lottery Heritage Fund - Grant to Gwrych Castle Preservation Trust
£10,000 21/10/2013
Gwrych Gateway Project

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)
Current Trustees appointed
Gender Split

Age Range of Trustees: 38-81
  • DR MARK BAKER (Chair), Occupation: None
  • JACKIE ROWLANDS Appointed: 2014, Occupation: Bank Manager
  • JEREMY CHARLES BELOE RYE Appointed: 2019, Occupation: Fine Art Agent
  • MARGARET FLAHERTY Appointed: 2020, Occupation: Retired
  • PAULINE SUSAN HEAP-WILLIAMS Appointed: 2017, Occupation: Salon Owner
  • SAMUEL JOHN ROWLANDS Appointed: 2019, Occupation: Bank Manager
  • STEVEN ELLIS Appointed: 2023, Occupation: Architect
Legal constitution
  • Charitable company registered in England & Wales on 15/05/2002, number: 1092035
  • Registered at Companies House on 29/11/2001, number: 04331307
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
  • Investment
  • 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; AR20: 15 days late, AR12: 113 days late, AR11: 106 days late, AR10: 119 days late, AR09: 229 days late,
Main office

Gwrych Castle
Llanddulas Road
Abergele
Conwy
LL22 8ET

Objectives

TO PRESERVE FOR THE BENEFIT OF THE PEOPLE OF NORTH WALES AND OF THE NATION, THE HISTORICAL, ARCHITECTURAL AND CONSTRUCTIONAL HERITAGE THAT MAY EXIST IN AND AROUND GWRYCH CASTLE, ABERGELE, NORTH WALES IN BUILDINGS (INCLUDING ANY BUILDING AS DEFINED IN SECTION 336 OF THE TOWN & PLANNING ACT 1990) OF PARTICULARLY BEAUTY OR HISTORICAL, ARCHITECTURAL OR CONSTRUCTIONAL INTEREST.

Defined Area of Benefit:

NOT DEFINED

Data Sources

Charity Commission for England and Wales
360 Giving

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