Finance Score: -3

Governance Score: 1

Support Score: 7

Spending declining: -1
Multiple Deficits: -2
No PartB

Narrow trustee age band: -2
Gender balanced board: +3

Grant maker support: +7

Overall GiG Score: 5

LLANELLY HOUSE TRUST LTD

The Trust undertakes projects and other, related activities, in accord with its objectives, to regenerate the physical and other heritage of Plas Llanelly House

Analysis by Giving is Great

Positives:

A significant proportion of recent income was derived from major grant makers including the Government and there are significant future grants due to be received
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

The Board has little diversity in terms of age

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending is declining
On several occasions in recent years income has been less than spending

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	*	£169	£151	£18	n/a	n/a	n/a	n/a	n/a	10
31/03/22		£195	£222	£-27	n/a	n/a	n/a	n/a	n/a	10
31/03/21		£205	£120	£84	n/a	n/a	n/a	n/a	n/a	10
31/03/20		£174	£188	£-14	n/a	n/a	n/a	n/a	n/a	10
31/03/19		£154	£238	£-84	n/a	n/a	n/a	n/a	n/a	4
31/03/18		£246	£289	£-43	£0	£0	£0	n/a	0	0
31/03/17	*	£968	£452	£516	£0	£1,014	£63	1.7	6	0
31/03/16	*	£329	£576	£-247	£0	£0	£0	n/a	0	0
31/03/15		£724	£854	£-129	£6	£745	£-60	-0.8	9	0
31/03/14	*	£1,909	£1,701	£208	£82	£435	£-34	-0.2	13	0
31/03/13		£2,351	£2,366	£-15	£21	£227	£-45	-0.2	6	0
31/03/12	*	£1,824	£1,684	£140	£17	£242	£-61	-0.4	6	0
31/03/11		£814	£708	£105	£44	£102	£-46	-0.8	6	0
31/03/10	*	£285	£258	£28	£0	£0	£0	n/a	0	0
31/03/09	*	£285	£258	£28	£0	£0	£0	n/a	0	0
31/03/08		£94	£67	£27	£0	£0	£0	n/a	0	0
31/03/07?		£18	£20	£-1	£0	£0	£0	n/a	0	0
27/02/06	*	£45	£44	£1	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 20 years

01554772857

Charity Commission for England and Wales

Listed activities

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

GiG Classification

Museums, parks, historical sites

How it operates

Acts as an umbrella or resource body
Other charitable activities
Provides buildings/facilities/open space
Provides services
Sponsors or undertakes research

Where it operates

Throughout Wales,

Who it helps

The General Public/Mankind

Who works here?

Unknown number of employees
10 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
National Lottery Heritage Fund - Grant to Llanelly House Trust Ltd
£70,408	27/09/2023	Further preservation of Llanelly House
Architectural Heritage Fund - Grant to Llanelly House Trust Ltd
£28,564	05/02/2021	Llanelly House
National Lottery Heritage Fund - Grant to Llanelly House Trust Ltd
£28,200	14/05/2020	COVID19 Cambrian Heritage Regeneration Trust.
National Lottery Heritage Fund - Grant to Cambrian Heritage Regeneration Trust
£250,000	24/03/2017	Business review for Plas Llanelly House

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Age Range of Trustees: 66-71

PAOLO RODOLFO PIANA Appointed: 2023, Occupation: Retired

ALISON EVANS (Chair) Appointed: 2012, Occupation: Director Of Finance

MARY BERNADETTE OWEN Appointed: 2019, Occupation: Deputy Head Teacher

NICOLA KATHRYN SYMMONS MBE Appointed: 2020, Occupation: Headteacher

REV JOHN ELDON PHILLIPS Appointed: 2019, Other trusteeships: LYNX WORKSHOP, Foothold Cymru,

DR KEVIN JONES Appointed: 2019, Occupation: Medical Practitioner, Other trusteeship: ROTARY CLUB OF LLANELLI,

Legal constitution

Charitable company registered in England & Wales on 08/11/2004, number: 1106646
Registered at Companies House on 28/02/2003, number: 04681702

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints policy and procedures
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
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Volunteer management

Filing Record

18 returns made; AR23: 7 days late, AR17: 141 days late, AR16: 255 days late, AR14: 69 days late, AR12: 8 days late, AR10: 9 days late, AR09: 72 days late, AR06: 118 days late,

Main office

Llanelly House
Bridge Street
Llanelli
Carms
SA15 3UF

Objectives

3.1 TO PRESERVE, RESTORE AND REGENERATE, THE HISTORICAL, ARCHITECTURAL, CONSTRUCTIONAL AND ENVIRONMENTAL HERITAGE THAT MAY EXIST IN AND AROUND CARMARTHENSHIRE IN BUILDINGS (INCLUDING ANY BUILDING AS DEFINED IN SECTION 336 OF THE TOWN & COUNTRY PLANNING ACT 1990), SITES OR AREAS OF PARTICULAR BEAUTY OR HISTORICAL, ARCHITECTURAL, CONSTRUCTIONAL OR ENVIRONMENTAL INTEREST.3.2 TO ADVANCE THE EDUCATION OF THE PUBLIC IN HISTORY, ARTS, CULTURE AND HERITAGE OF CARMARTHENSHIRE AND THE SURROUNDING AREA.3.3 IN PURSUANCE OF OBJECTS 3.1 AND 3.2 TO PROMOTE SUCH CHARITIES OR CHARITABLE PURPOSES AS THE CHARITY MAY BY UNANIMOUS RESOLUTION OF ITS MEMBERS FROM TIME TO TIME DECIDE.

Defined Area of Benefit:

CARMARTHENSHIRE

Data Sources