Finance Score: -4

Governance Score: -4

Support Score: 0

Spending falling: -1
Volatile income: -3
No PartB

No conflicts policy: -1
All male board: -3

No supporters identified

Overall GiG Score: -8

PEMBROKESHIRE HISTORIC BUILDINGS TRUST

(A) To advance the education of the public in the history and preservation of buildings and structures of particular beauty and/or architectural and historical interest in Pembrokeshire and its borders ("the area"). (B) To preserve for the public benefit the historical archtectural and constructional heritage of the area in the form of buildings structures plant and machinery of particular beauty

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
The Board is completely male

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 has fallen significantly over the last 5 years relative to the previous period
Income has been volatile recently

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
30/09/22		£1	£0	£1	n/a	n/a	n/a	n/a	n/a
30/09/21		£1	£0	£1	n/a	n/a	n/a	n/a	n/a
30/09/20		£2	£2	£0	n/a	n/a	n/a	n/a	n/a
30/09/19		£8	£2	£6	n/a	n/a	n/a	n/a	n/a
30/09/18	*	£3	£2	£1	£0	£0	£0	n/a	0
30/09/17		£2	£2	£0	£0	£0	£0	n/a	0
30/09/16		£3	£3	£-1	£0	£0	£0	n/a	0
30/09/15		£5	£4	£1	£0	£0	£0	n/a	0
30/09/14		£3	£3	£0	£0	£0	£0	n/a	0
30/09/13		£6	£3	£3	£0	£0	£0	n/a	0
30/09/12		£3	£2	£0	£0	£0	£0	n/a	0
30/09/11		£4	£2	£2	£0	£0	£0	n/a	0
30/09/10		£2	£2	£0	£0	£0	£0	n/a	0
30/09/09		£4	£3	£1	£0	£0	£0	n/a	0
30/09/08		£4	£3	£1	£0	£0	£0	n/a	0
30/09/07		£2	£2	£0	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 17 years
(23 years as a company)

www.phbt.org.uk

c14philroberts@gmail.com

01348875306

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes

GiG Classification

Museums, parks, historical sites

How it operates

Other charitable activities

Where it operates

Carmarthenshire, Ceredigion, Pembrokeshire,

Who it helps

The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees: 55-91

ANDREW VAUGHAN-HARRIES, Occupation: Chartered Town Planner

DAVID ASTON HARVEY Appointed: 2005, Occupation: Farming

DAVID ELLIS Appointed: 2000, Occupation: Farmer, Other trusteeships: THE PICTON CASTLE TRUST, THE TEMPLE TRUST,

DR SIMON LESLIE HANCOCK Appointed: 2022, Occupation: Museum Curator, Other trusteeship: THE VC GALLERY,

EDMUND TREVOR MCCRORY Appointed: 2008, Occupation: Farmer

WILLIAM HUBERT GEORGE, Occupation: Retired

RICHARD DAVIES Appointed: 2004, Occupation: Professor, Other trusteeship: FISHGUARD INVASION CENTRE TRUST LIMITED,

Legal constitution

Charitable company registered in England & Wales on 12/03/2007, number: 1118343
Registered at Companies House on 21/09/2000, number: 04075968

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

16 returns made; AR18: 50 days late,

Main office

Tynewydd
FISHGUARD
SA65 9QS

Objectives

A) TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE HISTORY AND PRESERVATION OF BUILDINGS AND STRUCTURES OF PARTICULAR BEAUTY AND/OR ARCHITECTURAL AND HISTORICAL INTEREST IN PEMBROKESHIRE AND ITS BORDERS (THE AREA).B) TO PRESERVE FOR THE PUBLIC BENEFIT THE HISTORICAL ARCHITECTURAL AND CONSTRUCTIONAL HERITAGE OF THE AREA IN THE FORM OF BUILDINGS, STRUCTURES, PLANT AND MACHINERY OF PARTICULAR BEAUTY OR HISTORICAL, ARCHITECTURAL OR CONSTRUCTIONAL INTEREST.

Defined Area of Benefit:

PEMBROKESHIRE AND ITS BORDERS

Data Sources