Finance Score: -5

Governance Score: 4

Support Score: 10

Spending falling: -1
but now stabilising: +1
Volatile income & significant deficit in latest year: -5
No PartB

Dynamic board: +3
Gender balanced board: +3
Multiple returns filed late: -2

Large volunteer base +3
Overall weighted support: +7

Overall GiG Score: 9

PLAS GUNTER MANSION TRUST CYF

Plas Gunter Mansion Trust cyf (formerly Welsh Georgian Trust) aims to preserve for the benefit of the people of Wales and the Welsh Marches and of the Nation, the historical, architectural and constructional heritage that may exist in and around Wales and the Welsh Marches in Georgian and Pre-Georgian buildings of particular beauty or historical, architectural or constructional interest.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
A significant proportion of recent income was derived from major grant makers
The Board appears to be well diversified in terms of gender and 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
Returns have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended

Financial issues to consider:

Spending has fallen significantly over the last 5 years relative to the previous period but has stabilised more recently
Income has been volatile recently and was significantly lower than spending in the latest year
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 £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/12/23		£45	£58	£-13	n/a	n/a	n/a	n/a	n/a	n/a
31/12/22		£28	£27	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/12/21	*	£102	£79	£23	n/a	n/a	n/a	n/a	n/a	n/a
31/12/20	*	£21	£19	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/12/19	*	£136	£150	£-14	n/a	n/a	n/a	n/a	n/a	n/a
31/12/18		£116	£139	£-23	n/a	n/a	n/a	n/a	n/a	n/a
31/12/17		£436	£262	£174	n/a	n/a	n/a	n/a	n/a	n/a
31/12/16		£354	£346	£9	n/a	n/a	n/a	n/a	n/a	n/a
31/12/15		£11	£4	£7	n/a	n/a	n/a	n/a	n/a	n/a
31/12/14		£4	£4	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/12/13	*	£9	£9	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/12/12		£0	£0	£0	n/a	n/a	n/a	n/a	n/a	n/a

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Download accounts

Highest pay bracket: less than £60,000

Established: 13 years

www.plasguntermansion.org.uk

administrator@plasguntermansion.org.uk

01873568068

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

Other charitable activities
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides services

Where it operates

Monmouthshire,

Who it helps

Other Charities Or Voluntary Bodies
The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following 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 Plas Gunter Mansion Trust cyf
£222,340	30/11/2023	The small house with a big story: the restoration of Plas Gunter Mansion
Architectural Heritage Fund - Grant to Plas Gunter Mansion Trust
£7,500	20/06/2023	The Gunter Mansion
National Lottery Heritage Fund - Grant to Plas Gunter Mansion Trust cyf
£9,500	03/08/2022	Celebrating Tolerance at Plas Gunter Mansion – Consultation and business planning for inclusive heritage
Architectural Heritage Fund - Grant to Plas Gunter Mansion Trust
£19,800	29/07/2022	The Gunter Mansion
Architectural Heritage Fund - Grant to Plas Gunter Mansion Trust
£34,600	12/11/2020	The Gunter Mansion
National Lottery Heritage Fund - Grant to The Welsh Georgian Trust
£10,000	25/01/2018	The Gunter Mansion

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Age Range of Trustees: 52-83

ANTHONY ERIC BRONISLAW KONIECZNY Appointed: 2020, Occupation: Retired

DAVID EDWARD OWEN DAVIES Appointed: 2020, Occupation: Consultant

DR GILLIAN MARGARET WAKLEY Appointed: 2020, Occupation: Retired

JACQUELINE DEBORAH HOLLAND Appointed: 2020, Occupation: Administrator

PHILIP CHARLES BOWYER Appointed: 2024, Occupation: Retired

RICHARD CRAIG ALLEN Appointed: 2024, Occupation: University Lecturer

Legal constitution

Charitable company registered in England & Wales on 28/11/2011, number: 1144813
Registered at Companies House on 14/07/2011, number: 07705089

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Paying staff
Risk management
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Volunteer management

Filing Record

12 returns made; AR21: 256 days late, AR20: 30 days late, AR19: 2 days late, AR13: 20 days late,

Main office

39 Cross Street
Abergavenny
MONMOUTHSHIRE
NP7 5ER

Objectives

THE OBJECTS OF THE CHARITY ARE SPECIFICALLY RESTRICTED TO THE FOLLOWING:TO PRESERVE FOR THE BENEFIT OF THE PEOPLE OF WALES AND THE WELSH MARCHES AND OF THE NATION, THE HISTORICAL, ARCHITECTURAL AND CONSTRUCTIONAL HERITAGE THAT MAY EXIST IN AND AROUND WALES AND THE WELSH MARCHES IN GEORGIAN AND PRE-GEORGIAN BUILDINGS (INCLUDING ANY STRUCTURE OR ERECTION, AND ANY PART OF A BUILDING AS SO DEFINED) OF PARTICULAR BEAUTY OR HISTORICAL, ARCHITECTURAL OR CONSTRUCTIONAL INTEREST.

Data Sources

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