Finance Score: -4

Governance Score: 2

Support Score: 3

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

12+ Trustees: -1
Gender balanced board: +3

Gov Income
Grant maker support: +3

Overall GiG Score: 1

DISCOVERING OLD WELSH HOUSES GROUP

To advance the education of the public in general ((and particularly amongst professional and amateur historians, architects and archaeologists and local communities) on the subject of pre-1700 buildings in north Wales, where possible using dendrochronology (tree ring dating); and to promote research into the history of such buildings by volunteers and specialists; and to publish the results.

Analysis by Giving is Great

Positives:

The charity has received Government grants
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

There are 15 trustees whereas the Charities Commission recommends a maximum of 12

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	Volun- teers
31/03/23		£8	£2	£6	n/a	n/a	n/a	n/a	n/a	0
31/03/22		£5	£4	£1	n/a	n/a	n/a	n/a	n/a	0
31/03/21		£8	£6	£2	n/a	n/a	n/a	n/a	n/a	0
31/03/20		£5	£8	£-3	n/a	n/a	n/a	n/a	n/a	0
31/03/19		£33	£36	£-3	n/a	n/a	n/a	n/a	n/a	75
31/03/18		£23	£17	£6	£0	£0	£0	n/a	0	0
31/03/17		£27	£36	£-9	£0	£0	£0	n/a	0	0
31/03/16		£24	£14	£10	£0	£0	£0	n/a	0	0
31/03/15		£22	£29	£-7	£0	£0	£0	n/a	0	0
31/03/14		£25	£14	£11	£0	£0	£0	n/a	0	0
31/03/13		£25	£31	£-6	£0	£0	£0	n/a	0	0
31/03/12	*	£34	£39	£-5	£0	£0	£0	n/a	0	0
31/03/11	*	£49	£39	£10	£0	£0	£0	n/a	0	0
31/03/10		£30	£27	£3	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 15 years

www.discoveringoldwelshhouses.co.uk

treasurer@discoveringoldwelshhouses.co.uk

01492 540152

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

Provides services
Sponsors or undertakes research

Where it operates

Conwy, Denbighshire, Flintshire, Gwynedd, Isle Of Anglesey, Wrexham,

Who it helps

Other Defined Groups
The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (15)

Current Trustees appointed

Gender Split

ALISON MONTGOMERY Appointed: 2023

DR WALLY BARR Appointed: 2013

DR SHAUN EVANS Appointed: 2017

ELEANOR JANE CARPENTER Appointed: 2017

GILLIAN ANNE JONES Appointed: 2021

JANICE A DALE (Chair) Appointed: 2013

JOHN TOWNSEND Appointed: 2013

JANE PARRY-EVANS Appointed: 2019

PETER MASTERS Appointed: 2013

ROSEMARY ELIZABETH BROTHERTON Appointed: 2021

ZOE HENDERSON Appointed: 2013

DR FRANCES RICHARDSON Appointed: 2023, Other trusteeship: FRIENDS OF ST JULITTA'S CHURCH,

DR MARTIN CHERRY PHD FSA Appointed: 2014, Other trusteeship: VERNACULAR ARCHITECTURE GROUP,

MARGARET JANE DUNN, Other trusteeship: THE FRIENDS OF ST MARY'S CHURCH, BEDDGELERT,

RICHARD CUTHBERTSON, Occupation: Chairman, Other trusteeship: BLACK ENVIRONMENT NETWORK,

Legal constitution

Charity registered in England & Wales on 23/09/2009, number: 1131782

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

14 returns made; AR12: 53 days late, AR11: 122 days late,

Main office

44 Rhos Manor
Penrhyn Avenue
Rhos On Sea
Conwy
LL28 4PN

Objectives

THE CHARITY'S OBJECTS ('THE OBJECTS') ARE(1) TO ADVANCE THE EDUCATION OF THE PUBLIC IN GENERAL (AND PARTICULARLY AMONGST PROFESSIONAL AND AMATEUR HISTORIANS, ARCHITECTS AND ARCHAEOLOGISTS AND LOCAL COMMUNITIES) ON THE SUBJECT OF PRE-1700 BUILDINGS IN NORTH WALES, WHERE POSSIBLE USING DENDROCHRONOLOGY (TREE RING DATING);(2) AND TO PROMOTE RESEARCH INTO THE HISTORY OF SUCH BUILDINGS BY VOLUNTEERS AND SPECIALISTS FOR THE PUBLIC BENEFIT IN ALL ASPECTS OF THAT SUBJECT;(3) AND TO PUBLISH THE USEFUL RESULTS.

Defined Area of Benefit:

UNDEFINED. IN PRACTICE, LOCAL

Data Sources