Finance Score: 0

Governance Score: 5

Support Score: 2

Good reserves management: +3
Pension deficit: -1
Multiple Deficits: -2

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

Grant maker support: +2

Overall GiG Score: 7

UNIVERSITY OF WALES:TRINITY SAINT DAVID

Scholarship and a commitment to the quality of the learning experience are central to the mission of the UoW: Trinity Saint David. Through academic programmes delivered on campus and in the workplace, and the range of activities delivered in schools and community venues, existing initiatives will be built upon to widen access to HE and encourage participation from under-represented groups.

Analysis by Giving is Great

Positives:

Reserves management has been consistently within official guidelines
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 gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

There are 18 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

There is a pension deficit of £35,152,000
On several occasions in recent years income has been 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
31/07/23		£183,116	£193,985	£-10,869	£0	£114,022	£103,902	6.4	1,938
31/07/22		£180,870	£197,185	£-16,315	£49,489	£114,122	£103,827	6.3	1,762
31/07/21		£173,872	£165,667	£8,205	£0	£76,958	£67,919	4.9	1,658
31/07/20		£149,296	£144,166	£5,130	£0	£48,945	£41,272	3.4	1,627
31/07/19	*	£136,163	£154,494	£-18,331	£0	£75,091	£67,392	5.2	1,754
31/07/18		£130,031	£143,414	£-13,383	£0	£115,131	£107,540	9	1,719
31/07/17		£119,340	£144,870	£-25,530	£0	£113,138	£106,069	8.8	1,778
31/07/16		£104,650	£108,388	£-3,738	£0	£126,931	£117,757	13	1,754
31/07/15		£104,605	£106,348	£-1,743	£362	£152,713	£107,965	12.2	1,808
31/07/14		£108,823	£108,666	£157	£170	£161,337	£115,478	12.8	1,690
31/07/13		£35,652	£35,343	£309	£0	£43,919	£35,570	12.1	537

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 5%
Highest pay band: £250,000-£300,000
Liabilities/Assets: 41%
Liabilities/Income: 57%
Unrestricted Funds/Total Funds: 91%
Reserves/Spending: 6.4 months
Net Current Assets/Spending: 1 months
Quick Ratio: 0.6

Asset Split ?

Established: 12 years

http://www.uwtsd.ac.uk

planning@uwtsd.ac.uk

01267 676767

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science
Education/Training
Environment/Conservation/Heritage

GiG Classification

Colleges and universities

How it operates

Acts as an umbrella or resource body
Makes Grants to Individuals
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides services
Sponsors or undertakes research

Where it operates

Birmingham City, Cardiff, Carmarthenshire, Ceredigion, City Of Swansea, Hackney,

Who it helps

The General Public/Mankind

Who works here?

1,938 employees

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
Department for Business, Energy and Industrial Strategy - ALB - UKRI - The sacred landscapes of medieval monasteries: an inter-disciplinary study of meaning embedded in space and production
£740,970	01/04/2018	Full Grant details (including summaries) can be found on the Gateway to Research website: https://gtr.ukri.org/projectsref=AH/R005842/1
Garfield Weston Foundation - Major Grants award
£150,000	22/02/2018	Canolfan S4C Yr Egin

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (18)

Current Trustees appointed

Gender Split

Based on 16/18 persons

GERAINT ROBERTS Appointed: 2019

ARWEL ELLIS OWEN Appointed: 2019

DR CORNELIA SYBILLE MATERA-ROGERS Appointed: 2021

DR ELIZABETH SIBERRY Appointed: 2019

DR KERRY ANNE TUDOR Appointed: 2021

DR PETER SPRING Appointed: 2022

EMLYN MICHELE JAMES GRIFFITH SCHIAVONE Appointed: 2021

JOHN EDGE Appointed: 2023

JUSTIN THOMAS ALBERT Appointed: 2021

NATALIE BEARD Appointed: 2023

NIGEL ROBERTS Appointed: 2023

PROFESSOR ELWEN EVANS KC Appointed: 2023, Other trusteeship: PRIFYSGOL CYMRU / THE UNIVERSITY OF WALES,

PROFESSOR KYLE GLENN ERICKSON Appointed: 2023

ROWLAND JONES Appointed: 2019

TAYA-GEORGE GIBBONS Appointed: 2022

UZOAMAKA LINDA OWOBI OBE Appointed: 2021

EMLYN DOLE Appointed: 2023, Other trusteeship: PRIFYSGOL CYMRU / THE UNIVERSITY OF WALES,

TIMOTHY JAMES LLEWELYN Appointed: 2023, Occupation: Retired Bank Manager, Other trusteeships: ST DAVIDS DIOCESAN BOARD OF FINANCE, PRIFYSGOL CYMRU / THE UNIVERSITY OF WALES, FRIENDS OF ST PETER'S CHURCH (CARMARTHEN),

Legal constitution

Charity registered in England & Wales on 29/10/2012, number: 1149535

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Engaging external speakers at charity events policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

11 returns made; AR19: 37 days late,

Main office

University Of Wales Trinity St. David
College Road
CARMARTHEN
United Kingdom
SA31 3EP

Objectives

III - THE OBJECTS OF THE UNIVERSITY ARE TO ADVANCE EDUCATION AND DISSEMINATE KNOWLEDGE BY TEACHING, SCHOLARSHIP AND RESEARCH FOR THE PUBLIC BENEFIT, WHICH INCLUDES BUT IS NOT LIMITED TO:1. THE POWER TO AWARD AND REVOKE DEGREES OF ANY RANK OF THE UNIVERSITY AND OTHER DISTINCTIONS (INCLUDING WITHOUT LIMITATION, DIPLOMAS, JOINT DEGREES, DUAL DEGREES, CERTIFICATES, FELLOWSHIPS, HONORARY DEGREES, HONORARY FELLOWSHIPS, MEMBERSHIPS AND ASSOCIATESHIPS) IN ITS OWN NAME AND/OR DUALLY OR JOINTLY WITH OTHER EDUCATION INSTITUTIONS; AND2. THE PROVISION AND MAINTENANCE OF A SIGNIFICANT PHYSICAL UNIVERSITY PRESENCE IN SWANSEA, CARMARTHEN, AND LAMPETER (OR SUCH PLACES AS MAY BE DETERMINED), WHICH FACILITATES THE OBJECTS OF THE UNIVERSITY; AND3. THE OBJECTS OF THE UNIVERSITY SHALL HAVE REGARD TO THE VOCATIONAL, BILINGUAL, AND ANGLICAN HERITAGES OF HISTORICAL ENTITIES.

Defined Area of Benefit:

WALES

Data Sources