Finance Score: -8

Governance Score: 8

Support Score: 5

Accounts filed more than 5 days late: -3 times
Multiple Deficits and declines: -5
No PartB

No conflicts policy: -1
Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +5

Overall GiG Score: 5

INSOLE COURT TRUST/YMDDIRIEDOLAETH CWRT INSOLE

The Charity's objectives are: to restore, preserve, and protect Insole Court and its gardens for the public benefit; to provide education in its conservation and history; and to benefit the residents of the community by providing community facilities for social welfare and recreation.

Analysis by Giving is Great

Positives:

Spending has increased over the last 3 years relative to the previous period
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of age and gender and 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
Accounts have been filed late on 3 occasions over the last 5 years and the current period appears to have been extended
Income has been volatile and on several occasions in recent years less than spending

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
31/10/22		£359	£476	£-117	n/a	n/a	n/a	n/a	n/a	65
31/10/21		£347	£390	£-43	n/a	n/a	n/a	n/a	n/a	50
31/10/20	*	£463	£371	£92	n/a	n/a	n/a	n/a	n/a	50
31/10/19	*	£519	£424	£95	£101	£1,364	£1,364	38.7	13	110
31/10/18	*	£374	£380	£-7	£0	£0	£0	n/a	0	120
31/10/17		£408	£310	£98	£0	£0	£0	n/a	0	0
31/10/16		£670	£110	£560	£7	£1,178	£892	97.3	1	0
31/10/15		£332	£82	£249	£0	£0	£0	n/a	0	0
31/10/14		£286	£89	£197	£0	£0	£0	n/a	0	0
31/10/13		£268	£73	£196	£0	£0	£0	n/a	0	0
31/10/12	*	£209	£76	£133	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 12 years

www.insolecourt.org

enquiry@insolecourt.org

02921167920

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
Recreation

GiG Classification

Museums, parks, historical sites

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides services
Sponsors or undertakes research

Where it operates

Cardiff,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities
The General Public/Mankind

Who works here?

Unknown number of employees
65 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 Insole Court Trust Ymddiredolaeth Cwrt Insole
£103,600	29/06/2020	COVID19: Insole Court Trust
National Lottery Community Fund - Covid-19 Insole Court Covid-19 Resilience
£40,580	18/06/2020 12	The Insole Court Trust in Cardiff has received £40580 to mitigate the financial impact of the COVID-19 pandemic ensuring that the venue will be able to reopen and continue to provide valuable space ....more The Insole Court Trust in Cardiff has received £40580 to mitigate the financial impact of the COVID-19 pandemic ensuring that the venue will be able to reopen and continue to provide valuable space and activities for visitors and the local community. Mae Ymddiriedolaeth Insole Court yng Nghaerdydd wedi derbyn £40580 i liniaru effaith ariannol y pandemig COVID-19 gan sicrhau y bydd y lleoliad yn gallu ailagor a pharhau i ddarparu lle a gweithgareddau gwerthfawr i ymwelwyr a'r gymuned leol.
National Lottery Heritage Fund - Grant to Insole Court Trust Ymddiredolaeth Cwrt Insole
£10,000	21/10/2013	The renewal of Insole Court and Securing its Sustainable Future
National Lottery Community Fund - The Renewal of Insole Court
£761,724	13/06/2012 72	The project involves the leasehold transfer of Insole Court, a grade II listed Victorian mansion and gardens in Cardiff. The works include refurbishment, demolition and new build to create office ....more The project involves the leasehold transfer of Insole Court, a grade II listed Victorian mansion and gardens in Cardiff. The works include refurbishment, demolition and new build to create office space, a community activity centre, a training suite, fully serviced workspaces for creative industries and social enterprises and a cafe. The fully restored facility will open up a range of new uses in support of community activity. A total grant of Â£761,724 has been awarded over 5 years.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Based on 11/12 persons

Age Range of Trustees: 37-84

CARYL THOMAS Appointed: 2022, Occupation: Company Director

KATRINA ROHMAN Appointed: 2022, Occupation: Marketing Manager

LAURA ELLEN REID Appointed: 2022, Occupation: Head Of Marketing

LAURA HUMPHREYS Appointed: 2022, Occupation: Collections Information Project Manager

MONICA SOPHIA VASQUEZ Appointed: 2022, Occupation: Solicitor

NEIL RICHARDSON Appointed: 2022, Occupation: Consultant

CATHERINE O'BRIEN Appointed: 2014, Occupation: Housewife

JOHN LEIGHTON PRIOR-MORRIS Appointed: 2014, Occupation: Retired

LAURENCE ROBLIN Appointed: 2011, Occupation: Accountant

MICHAEL CLARKE Appointed: 2012, Occupation: Consultant Structural Engineer

VALERIE MITCHELL BA, PGCE (Chair) Appointed: 2015, Occupation: Retired

ELAINE MARILYN DAVEY Appointed: 2011, Occupation: Phd Student, Other trusteeships: FRIENDS OF THE NEWPORT SHIP, RUPERRA CASTLE PRESERVATION TRUST,

Legal constitution

Charitable company registered in England & Wales on 26/01/2012, number: 1145649
Registered at Companies House on 14/07/2011, number: 07705519

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

11 returns made; AR20: 22 days late, AR19: 8 days late, AR18: 109 days late, AR12: 55 days late,

Main office

Insole Court
Fairwater Road
CARDIFF
CF5 2LN

Objectives

4.1 TO PRESERVE AND PROTECT THE BUILDINGS KNOWN AS INSOLE COURT INCLUDING THE RESTORATION OF THE INTERIOR AND GARDENS FOR THE PUBLIC BENEFIT; 4.2 TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE HISTORY AND CONSERVATION OF INSOLE COURT AND GARDENS; AND 4.3 TO FURTHER OR BENEFIT THE RESIDENTS OF THE COMMUNITY, WITHOUT DISTINCTION OF SEX, SEXUAL ORIENTATION, RACE OR OF POLITICAL, RELIGIOUS OR OTHER OPINIONS BY ASSOCIATING TOGETHER THE SAID RESIDENTS AND THE LOCAL AUTHORITIES, VOLUNTARY AND OTHER ORGANISATIONS IN A COMMON EFFORT TO ADVANCE EDUCATION, ARTS AND CULTURE, AND PROVIDE FACILITIES IN THE INTERESTS OF SOCIAL WELFARE FOR RECREATION LEISURE TIME OCCUPATION WITH THE OBJECTIVE OF IMPROVING THE CONDITIONS OF LIFE FOR THE RESIDENTS AND IN PARTICULAR TO ESTABLISH OR SECURE THE ESTABLISHMENT OF A COMMUNITY FACILITY AND TO MAINTAIN OR MANAGE OR CO-OPERATE WITH ANY STATUTORY OR OTHER AUTHORITY OR ORGANISATION IN THE MAINTENANCE AND MANAGEMENT OF SUCH A CENTRE

Data Sources