Finance Score: -1

Governance Score: -2

Support Score: 5

Spending falling: -1
No PartB

Narrow trustee age band: -2

Large volunteers +5
Grant maker support: +0

Overall GiG Score: 2

TRANSITION BRO GWAUN LTD

1) The promotion of the conservation, protection and improvement of the natural environment and prudent use of natural resources for the benefit of the public in Fishguard, Goodwick and environs by advancing education and raising awareness of climate change & resource scarcity ; promoting individual, community and organisational commitment to a reduction in CO2 emissions.

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers including the Government

Regulatory & Governance issues to consider:

The Board has little diversity in terms of age

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 and was substantially in excess of spending in the latest year

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
28/02/23		£57	£33	£24	n/a	n/a	n/a	n/a	n/a	50
28/02/22		£19	£16	£3	n/a	n/a	n/a	n/a	n/a	50
28/02/21		£17	£18	£-1	n/a	n/a	n/a	n/a	n/a	50
29/02/20	*	£46	£46	£1	n/a	n/a	n/a	n/a	n/a	50
28/02/19?		£48	£65	£-17	n/a	n/a	n/a	n/a	n/a	30
30/06/18	*	£91	£104	£-13	£0	£0	£0	n/a	0	0
30/06/17		£105	£81	£24	£0	£0	£0	n/a	0	0
30/06/16	*	£44	£46	£-1	£0	£0	£0	n/a	0	0
30/06/15		£75	£72	£3	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 9 years
(12 years as a company)

http://www.transitionbrogwaun.org.uk/

transitionbrogwaun@phonecoop.coop

01348872019

Charity Commission for England and Wales

Tweets

Listed activities

Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
The Prevention Or Relief Of Poverty

GiG Classification

Environment conservation & animal welfare advocacy

How it operates

Acts as an umbrella or resource body
Makes Grants to Organisations
Provides advocacy/advice/information

Where it operates

Pembrokeshire,

Who it helps

The General Public/Mankind

Who works here?

Unknown number of employees
50 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
Co-Operative Group - Grant to Transition Bro Gwaun
£3,475	29/11/2017	Help us run at least 12 cookery and preserving workshops that show people how to save money and reduce waste.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)

Current Trustees appointed

Age Range of Trustees: 63-79

CHRIS SAMRA (Chair) Appointed: 2014, Occupation: Retired

THOMAS ROBERT EDWARD LATTER Appointed: 2021, Occupation: Retired

JULIA MOFFETT Appointed: 2015, Occupation: Retired

MICHAIL JOHN DAVIES Appointed: 2023, Occupation: Retired, Other trusteeship: THE WILDLIFE TRUST OF SOUTH AND WEST WALES LIMITED,

Legal constitution

Charitable company registered in England & Wales on 02/12/2014, number: 1159450
Registered at Companies House on 28/06/2011, number: 07685740

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

9 returns made; AR20: 17 days late, AR18: 121 days late, AR16: 11 days late,

Main office

31 Glyn-Y-Mel Road
Lower Town
FISHGUARD
Dyfed
SA65 9LY

Objectives

THE CHARITY'S OBJECTS (?OBJECTS?) ARE SPECIFICALLY RESTRICTED TO THE FOLLOWING:1) THE PROMOTION OF THE CONSERVATION, PROTECTION AND IMPROVEMENT OF THE NATURAL ENVIRONMENT AND PRUDENT USE OF NATURAL RESOURCES FOR THE BENEFIT OF THE PUBLIC IN FISHGUARD, GOODWICK AND ENVIRONS BY ADVANCING EDUCATION AND RAISING AWARENESS OF CLIMATE CHANGE, RESOURCE SCARCITY, PEAK OIL AND ECONOMIC RESILIENCE; PROMOTING INDIVIDUAL, COMMUNITY AND ORGANISATIONAL COMMITMENT TO A REDUCTION IN CO2 EMISSIONS, ENERGY SAVING, REDUCING RELIANCE UPON CARBON EMITTING SOURCES, AND INCREASING RESILIENCE TO RESOURCE SCARCITY. 2) THE PROMOTION OF SUSTAINABLE DEVELOPMENT FOR THE PUBLIC BENEFIT OF THE CITIZENS OF FISHGUARD, GOODWICK AND ENVIRONS BY: A) THE PRESERVATION, CONSERVATION AND PROTECTION OF THE ENVIRONMENT AND THE PRUDENT USE OF NATURAL RESOURCES; B) THE PROMOTION OF SUSTAINABLE MEANS OF ACHIEVING ECONOMIC DEVELOPMENT AND REGENERATION IN ORDER TO REDUCE RELIANCE ON SCARCE RESOURCES INCLUDING OIL. C) SUSTAINABLE DEVELOPMENT OF FISHGUARD, GOODWICK AND ENVIRONS MEANS DEVELOPMENT THAT MEETS THE NEEDS OF THE PRESENT CITIZENS OF FISHGUARD, GOODWICK AND ENVIRONS WITHOUT COMPROMISING THE ABILITY OF FUTURE GENERATIONS OF FISHGUARD, GOODWICK AND ENVIRONS TO MEET THEIR OWN NEEDS.

Data Sources