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home >> charity search >> pembroke & monkton local history society
Finance Score: 0
Governance Score: 6
Support Score: 6
  • Spending falling: -1
  • but now stabilising: +1
  • No PartB
  • Dynamic board: +3
  • Gender balanced board: +3
  • Large volunteer base +5
  • Overall weighted support: +1
Overall GiG Score: 12 ?

PEMBROKE & MONKTON LOCAL HISTORY SOCIETY

The aims of the organisation are to To establish a Local History Society in Pembroke and Monkton To raise public awareness of the heritage of these communities To research, record and disseminate the history of Pembroke and Monkton To encourage community participation To support Pembroke Museum
Analysis by Giving is Great

Positives:

  • This charity has been very successful in attracting volunteers relative to its size
  • The charity has received modest backing from a grant maker
  • There have been no income shortfalls in recent years
  • The Board appears to be well diversified in terms of gender and dynamic in terms of composition

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 substantially in excess of 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£25£14£11n/an/an/an/an/an/a
31/12/22£41£21£20n/an/an/an/an/an/a
31/12/21£73£43£30n/an/an/an/an/an/a
31/12/20£13£7£6n/an/an/an/an/an/a
31/12/19£39£33£7n/an/an/an/an/an/a
31/12/18£29£26£3n/an/an/an/an/an/a
31/12/17£46£39£7n/an/an/an/an/an/a
31/12/16£55£13£42n/an/an/an/an/an/a
31/12/15£14£3£10n/an/an/an/an/an/a
Show more rows -->

Download accounts
Highest pay bracket: less than £60,000
Established: 10 years

www.pembrokeandmonktonhistory.org.uk

pembrokehistory@live.co.uk

01646622428

Charity Commission for England and Wales
UN SDGs
?
Listed activities
  • Arts/Culture/Heritage/Science
  • Education/Training
  • Environment/Conservation/Heritage
GiG Classification
  • Museums, parks, historical sites
How it operates
  • Provides advocacy/advice/information
  • Provides services
  • Sponsors or undertakes research
Where it operates
  • Pembrokeshire,
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 Pembroke and Monkton Local History Society
£4,500 03/06/2021
Monkton - a Hidden History
National Lottery Heritage Fund - Grant to Pembroke and Monkton Local History Society
£10,000 25/01/2018
Pembroke commemorates the WW1 Centenary: in words, pictures, art and film

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (12)
Current Trustees appointed
Gender Split

Age Range of Trustees:
  • ANN ELIZABETH MORTENSON Appointed: 2023, Occupation: Retired
  • ANN ELIZABETH MARY LANKSHEAR Appointed: 2010
  • GEORGE PALMER Appointed: 2020
  • JILL ENSOM Appointed: 2020
  • LINDA ANNE ASMAN BSC CERTED (Chair) Appointed: 2010
  • MARY ROSE BLACKBURN Appointed: 2020
  • RONALD REES Appointed: 2020
  • DENNIS GOLDSWORTHY Appointed: 2023
  • JOHN HYAM Appointed: 2023
  • ROY SMITH Appointed: 2023
  • STUART ASMAN BSC DIPCE Appointed: 2010, Occupation: Retired
  • VICKI HAGGER Appointed: 2023
Legal constitution
  • Charity registered in England & Wales on 11/09/2014, number: 1158530
Gift Aid
  • NOT registered with HMRC for Gift Aid
Policies in force
  • Conflicting interests
  • Paying staff
  • Volunteer management
Filing Record
9 returns made; all on time
Main office

28 Rocky Park
Pembroke
SA71 4NY

Objectives

TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE HISTORICAL HERITAGE OF PEMBROKE AND MONKTON, IN PARTICULAR BUT NOT EXCLUSIVELY BY, RAISING THE AWARENESS OF THE HERITAGE OF PEMBROKE AND MONKTON, RESEARCHING, RECORDING AND DISSEMINATING INFORMATION AND THE SUPPORT OF A MUSEUM IN THE TOWN OF PEMBROKE.

Data Sources

Charity Commission for England and Wales
360 Giving

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