Finance Score: -1

Governance Score: 2

Support Score: 5

Volatile income
spending growth: -1
No PartB

Good trustee age range: +3
Mainly female board: -1

Large volunteers +3
Grant maker support: +2

Overall GiG Score: 6

JOSEF HERMAN ART FOUNDATION CYMRU TRUST LIMITED

The provision of art education by the promotion and appreciation of the work and life of Josef Herman, the stimulation of contemporary arts through planned activities within the community, developing the skills of young people in contemporary art by the award of grants and an annual art prize. Also the promotion of Human Rights, for example holding events to commemorate Holocaust Memorial Day.

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
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of age

Regulatory & Governance issues to consider:

The Board is predominantly female

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
There has been a change of accounting period recently, so trends may be hard to determine
Income has been volatile recently but spending has been maintained

Financial Data ?

Income & Spending ?

N.B. data has been adjusted to reflect year end change

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
01/01/70		£0	£0	£0	n/a	n/a	n/a	n/a	n/a	0
31/03/23		£17	£14	£2	n/a	n/a	n/a	n/a	n/a	10
31/03/22		£9	£17	£-8	n/a	n/a	n/a	n/a	n/a	0
31/03/21?		£17	£10	£7	n/a	n/a	n/a	n/a	n/a	10
31/05/20		£12	£6	£5	n/a	n/a	n/a	n/a	n/a	15
31/05/19	*	£12	£7	£5	n/a	n/a	n/a	n/a	n/a	10
31/05/18	*	£4	£5	£-1	£0	£0	£0	n/a	0	0
31/05/17	*	£13	£10	£3	£0	£0	£0	n/a	0	0
31/05/16	*	£51	£43	£9	£0	£0	£0	n/a	0	0
31/05/15		£25	£37	£-12	£0	£0	£0	n/a	0	0
31/05/14		£32	£20	£12	£0	£0	£0	n/a	0	0
31/05/13		£1	£5	£-4	£0	£0	£0	n/a	0	0
31/05/12		£6	£11	£-5	£0	£0	£0	n/a	0	0
31/05/11	*	£7	£2	£4	£0	£0	£0	n/a	0	0
31/05/10	*	£2	£8	£-5	£0	£0	£0	n/a	0	0
31/05/09		£6	£11	£-5	£0	£0	£0	n/a	0	0
31/05/08	*	£22	£17	£5	£0	£0	£0	n/a	0	0
31/05/07	*	£1	£2	£-1	£0	£0	£0	n/a	0	0
01/01/70		£0	£0	£0	£0	£0	£0	NAN	0	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 19 years
(21 years as a company)

josefhermanfoundation.org

INFO@JOSEFHERMANFOUNDATION.ORG

01639 843163

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science
Education/Training

GiG Classification

Performing and visual arts

How it operates

Makes Grants to Organisations
Provides services

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People
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 Josef Herman Art Foundation Cymru Limited
£9,900	11/11/2020	#15 Josef Herman in Ystradgynlais Heritage Trail
National Lottery Community Fund - Hawliau 2018
£7,940	12/07/2018 12	Project Summary :_x000D_ Josef Herman Art Foundation Cymru Trust Limited in Swansea will create a series of workshops and a symposium on human rights, to commemorate Holocaust Memorial Day ....more Project Summary :_x000D_ Josef Herman Art Foundation Cymru Trust Limited in Swansea will create a series of workshops and a symposium on human rights, to commemorate Holocaust Memorial Day 2019._x000D_ What Money is for :_x000D_ This grant for £7,940 will fund sessional worker costs, room hire, staff and volunteer expenses, Welsh translation and marketing.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Age Range of Trustees: 45-78

FAY MILES-BOARD Appointed: 2022, Occupation: Retired Teacher

IAN GRIFFITH TURNER Appointed: 2023, Occupation: Actuary

RHIAN JONES Appointed: 2024, Occupation: Freelance Arts Administrator

ANNETTE WILLIAMS Appointed: 2020, Occupation: Retired

CAROLE MORGAN HOPKIN Appointed: 2003, Occupation: Writer Tutor

CATRIN SARAN JAMES Appointed: 2019, Occupation: Archivist

ELINOR MIRIAM GILBEY Appointed: 2011, Occupation: None, Other trusteeships: MARGARET DAVIES CHARITY, THE VRONHAUL (LLANDINAM) CHARITY,

ELIZABETH MARY PEARCE Appointed: 2017, Occupation: Retired Civil Servant

GWENLLIAN MAIR BEYNON Appointed: 2019, Occupation: University Lecturer

JACKIE HANKINS Appointed: 2017, Occupation: Retired

PETER SEAN BRYAN Appointed: 2019, Occupation: Retired Local Government Officer

BETTY RACHEL WATKINS Appointed: 2003, Occupation: Retired, Other trusteeship: THE YSTRADGYNLAIS MINERS WELFARE AND COMMUNITY HALL TRUST LIMITED,

Legal constitution

Charitable company registered in England & Wales on 16/06/2005, number: 1110064
Registered at Companies House on 08/05/2003, number: 04757025

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
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
Volunteer management

Filing Record

17 returns made; AR19: 24 days late, AR18: 102 days late, AR17: 22 days late, AR16: 59 days late, AR11: 62 days late, AR10: 125 days late, AR08: 361 days late, AR07: 297 days late,

Main office

Ystradgynlais Miners Welfare &
Community Hall
Brecon Road
Ystradgynlais
SWANSEA
SA9 1JJ

Objectives

TO PROMOTE CONTEMPORARY ART FOR THE ADVANCEMENT OF THE EDUCATION FOR THE PUBLIC WITH PARTICULAR REFERENCE TO THE LIFE AND WORKS OF JOSEF HERMAN

Defined Area of Benefit:

NOT DEFINED.

Data Sources