Finance Score: 2

Governance Score: 3

Support Score: 2

Strong growth: +2
No PartB

Dynamic board: +3

Grant maker support: +2

Overall GiG Score: 7

MONTGOMERY COMMUNITY BUILDINGS PRESERVATION TRUST

To preserve for the benefit of the Electoral Division of Montgomery, of the Nation, the historical, architectural and constructional heritage that may exist in and around the Electoral Division of Montgomery in buildings (including any structure or erection, and any part of a building so defined) of particular beauty or historical, architectural or constructional interest.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
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:

One or more trustees receive payments or benefits from the charity for providing services to the charity

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
31/03/23	£18	£11	£7	n/a	n/a	n/a	n/a	n/a
31/03/22	£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/03/21	£1	£0	£1	n/a	n/a	n/a	n/a	n/a
31/03/20?	£1	£0	£1	n/a	n/a	n/a	n/a	n/a
31/05/19	£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/05/18	£3	£0	£3	£0	£0	£0	n/a	0
31/05/17	£4	£2	£2	£0	£0	£0	n/a	0
31/05/16	£3	£9	£-6	£0	£0	£0	n/a	0
31/05/15	£5	£5	£0	£0	£0	£0	n/a	0
31/05/14	£8	£16	£-8	£0	£0	£0	n/a	0
31/05/13	£16	£2	£14	£0	£0	£0	n/a	0
31/05/12	£3	£0	£2	£0	£0	£0	n/a	0
31/05/11	£17	£15	£2	£0	£0	£0	n/a	0
31/05/10	£4	£2	£2	£0	£0	£0	n/a	0
31/05/09	£14	£14	£0	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 16 years

https://montgomerytownhall.uk/

admin@montgomerytownhall.uk

01686 668790

Charity Commission for England and Wales

Listed activities

Environment/Conservation/Heritage

GiG Classification

Other facilities management and maintenance

How it operates

Provides buildings/facilities/open space

Where it operates

Powys,

Who it helps

The General Public/Mankind

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 Community Fund - Installation of Audio visual system in Montgomery Town Hall
£10,000	27/06/2022	Montgomery Community Buildings Preservation Trust (MCBPT) in Powys will use £10000 to install an audio and visual system in the town hall to allow a variety of activities to be held while addressing ....more Montgomery Community Buildings Preservation Trust (MCBPT) in Powys will use £10000 to install an audio and visual system in the town hall to allow a variety of activities to be held while addressing the needs of individuals with hearing impairments. Bydd Montgomery Community Buildings Preservation Trust (MCBPT) ym Mhowys yn defnyddio £10000 i osod system sain a gweledol yn neuadd y dref i alluogi amrywiaeth o weithgareddau i gael eu cynnig gan fynd i’r afael ag anghenion unigolion â namau ar eu clyw.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Age Range of Trustees: 51-80

DAVID KEITH THOMPSON Appointed: 2023, Occupation: Artisan Baker

MARTIN ROBERT MACKENZIE Appointed: 2023, Occupation: Retired

ROBERT JAMES HARPER Appointed: 2022, Occupation: Driving Instructor

WENDY CHRISTINE BEAVAN Appointed: 2022, Occupation: Retired

EDWARD HUMPHREYS Appointed: 2020, Occupation: Local Government Officer

KEITH ANDREW WILLIAMS Appointed: 2014, Occupation: Designer/Managing Director

LESLEY ANN WILLIAMS (Chair) Appointed: 2022, Occupation: Hotel Manager Company Secretary, Other trusteeship: MONTGOMERY INSTITUTE,

MARY CAROLYN BUNNER Appointed: 2018, Occupation: Shop Keeper

PHILIP HEBER HUMPHREYS Appointed: 2008, Occupation: Architect, Other trusteeship: MONTGOMERY CIVIC SOCIETY,

MICHAEL DAVID MILLS Appointed: 2018, Occupation: Engineer, Other trusteeships: MID AND NORTH WALES TRAINING GROUP LIMITED, CLOS TAN Y MUR FUND,

Legal constitution

Charitable company registered in England & Wales on 17/07/2008, number: 1125054
Registered at Companies House on 08/05/2008, number: 06587832

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Internal charity financial controls policy and procedures
Trustee conflicts of interest policy and procedures

Filing Record

15 returns made; all on time

Main office

2 Rowes Terrace
Pool Road
MONTGOMERY
SY15 6QD

Objectives

THE OBJECTS OF THE CHARITY ARE TO PRESERVE FOR THE BENEFIT OF THE PEOPLE OF THE ELECTORALDIVISION OF MONTGOMERY/ OF THE NATION, THE HISTORICAL, ARCHITECTURAL ANDCONSTRUCTIONAL HERITAGE THAT MAY EXIST IN AND AROUND ELECTORAL DIVISION OFMONTGOMERY IN BUILDINGS (INCLUDING ANY STRUCTURE OR ERECTION, AND ANY PART OF ABUILDING AS SO DEFINED) OF PARTICULAR BEAUTY OR HISTORICAL, ARCHITECTURAL ORCONSTRUCTIONAL INTEREST (THE OBJECTS)

Defined Area of Benefit:

MONTGOMERY

Data Sources