Finance Score: 0

Governance Score: 2

Support Score: 5

No PartB

No conflicts policy: -1
Dynamic board: +3

Large volunteers +3
Grant maker support: +2

Overall GiG Score: 7

THE PEMBROKE DOCK HERITAGE TRUST LIMITED

The Charity operates Pembroke Dock Heritage Centre, a museum pertaining to the history, heritage and culture of Pembroke Dock and the surrounding area for the benefit of public education.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
Spending has increased over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

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
31/08/22		£121	£111	£10	n/a	n/a	n/a	n/a	n/a	46
31/08/21		£68	£67	£0	n/a	n/a	n/a	n/a	n/a	60
31/08/20		£73	£42	£31	n/a	n/a	n/a	n/a	n/a	80
31/08/19		£64	£78	£-14	n/a	n/a	n/a	n/a	n/a	66
31/08/18	*	£71	£71	£0	£0	£0	£0	n/a	0	80
31/08/17	*	£78	£68	£10	£0	£0	£0	n/a	0	0
31/08/16		£84	£111	£-27	£0	£0	£0	n/a	0	0
31/08/15		£149	£152	£-3	£0	£0	£0	n/a	0	0
31/08/14	*	£145	£186	£-40	£0	£0	£0	n/a	0	0
31/08/13		£207	£145	£62	£0	£0	£0	n/a	0	0
31/08/12		£70	£91	£-21	£0	£0	£0	n/a	0	0
31/08/11		£77	£48	£28	£0	£0	£0	n/a	0	0
31/08/10		£60	£44	£17	£0	£0	£0	n/a	0	0
31/08/09		£30	£21	£10	£0	£0	£0	n/a	0	0
31/08/08		£54	£72	£-18	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 17 years

www.sunderlandtrust.com

enquiries@sunderlandtrust.com

01646684220

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
Provides advocacy/advice/information
Sponsors or undertakes research

Where it operates

Pembrokeshire,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
People Of A Particular Ethnic Or Racial Origin
People With Disabilities
The General Public/Mankind

Who works here?

Unknown number of employees
46 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 The Pembroke Dock Heritage Trust Ltd
£8,000	15/11/2021	The Making of The Millennium Falcon for Star Wars

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Age Range of Trustees: 54-79

ANDREW JOHN LUDLOW Appointed: 2023, Occupation: Art Business

JANE ELIZABETH PHILLIPS Appointed: 2021, Occupation: Retired

PETER MITCHELL Appointed: 2023, Occupation: Retired

TIM PAYNE Appointed: 2022, Occupation: Retired

TREVOR JONATHAN CLARK Appointed: 2023, Occupation: Retired

DR ANDREW ROSS WATKIN Appointed: 2019, Occupation: Doctor

GRAHAM KEITH CLARKSON (Chair) Appointed: 2016, Occupation: Retired

JOHN A EVANS Appointed: 2017, Occupation: Retired

MARTIN WILLIAM CAVANEY Appointed: 2006, Occupation: Photographer

MICHELE JANE WIGGINS Appointed: 2023, Occupation: Councillor, Other trusteeship: ST PATRICKS COMMUNITY HALL COMMITTEE,

RODERICK SALDANHA MBE Appointed: 2018, Occupation: Retired

PAMELA ETHEL GEORGE Appointed: 2022, Occupation: Retired, Other trusteeships: THE PATER HALL COMMUNITY TRUST, FRIENDS OF THE PEMBROKE DOCK MEMORIAL PARK,

Legal constitution

Charitable company registered in England & Wales on 07/08/2007, number: 1120476
Registered at Companies House on 31/08/2006, number: 05920931

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Paying staff
Volunteer management

Filing Record

15 returns made; AR18: 59 days late, AR17: 22 days late, AR14: 6 days late,

Main office

ROYAL DOCKYARD CHAPEL
MEYRICK OWEN WAY
PEMBROKE DOCK
PEMBROKESHIRE
SA72 6WS

Objectives

TO ADVANCE EDUCATION FOR THE BENEFIT OF THE PUBLIC THROUGH THE ESTABLISHMENT AND MAINTENANCE OF A MUSEUM PERTAINING TO THE HISTORY, HERITAGE AND CULTURE OF PEMBROKE DOCK AND THE SURROUNDING AREA

Defined Area of Benefit:

PEMBROKESHIRE.

Data Sources