Finance Score: 3
Governance Score: 9
Support Score: 7
  • Poor Liquidity: -1
  • Good Reserves: +1Fundraising costs low: +3
  • Good trustee age range: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • Overall weighted support: +7
Overall GiG Score: 19 ?

AWEN CULTURAL TRUST

Our activities centre around making people's lives better by providing space and opportunity for people to enjoy vibrant cultural experience that inspire and enhance their sense of wellbeing.
Analysis by Giving is Great

Positives:

  • Spending has increased over the last 3 years relative to the previous period
  • Fundraising costs are unusually low relative to funds raised
  • 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

Financial issues to consider:

  • Liquidity appears to have been slender at the latest year end but unrestricted reserves are available

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
31/03/23*£5,468£6,023£-555£0£3,996£3,4446.914680
31/03/22£5,883£5,832£51£0£1,325£6891.414520
31/03/21£5,251£4,258£993£0£184£-530-1.514220
31/03/20£6,324£6,003£321£0£-513£-1,110-2.213842
31/03/19£5,074£4,978£97£0£-40£-64-0.214230
31/03/18£4,776£4,598£178£0£-630£-675-1.8830
31/03/17£4,831£4,542£289£0£-976£-1,016-2.71570

Financial Ratios
Fundraising Costs/Relevant Income: 0.1%
Fundraising Costs/Total Spending: 0.1%
Senior Staff Costs/Total Spending: 5%
Highest pay band: £90,000-£100,000
Liabilities/Assets: 33%
Liabilities/Income: 35%
Unrestricted Funds/Total Funds: 86%
Reserves/Spending: 6.9 months
Net Current Assets/Spending: 3 months
Quick Ratio: 0.3
Asset Split ?
Balance Sheet History
Established: 9 years

www.awen-wales.com

enquiries@awen-wales.com

01656754825

Charity Commission for England and WalesCompanies HouseFacebookX
UN SDGs
?
Listed activities
  • Arts/Culture/Heritage/Science
  • Education/Training
GiG Classification
  • Art galleries and exhibitions
How it operates
  • Provides buildings/facilities/open space
  • Provides services
Where it operates
  • Throughout England And Wales,
Who it helps
  • 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.

Major supporters in last 5 years
National Lottery Heritage Fund£130,082
Garfield Weston Foundation£111,029
National Lottery Community Fund£10,000
The Pilgrim Trust£5,000
Specific Donations
Amount When
Months
To be used for
National Lottery Community Fund - The Lullaby Project
£10,000 21/03/2023
Awen Cultural Trust in Bridgend's grant of £10000 will promote maternal health child development and parent-child attachment by working with families to create and sing personal lullabies with the help of professional musicians. The grant will ....more
National Lottery Heritage Fund - Grant to Awen Cultural Trust
£130,082 01/12/2022
#coed2 Enhancing Bryngarw's Historic Woodland
The Pilgrim Trust - Grant to Awen Cultural Trust
£5,000 29/11/2022
10
‘Maesteg Iron Works’ painting restoration
Garfield Weston Foundation - WCF award - COVID19 response
£111,029 05/02/2021
Weston Culture Fund
Architectural Heritage Fund - Grant to Awen Cultural Trust
£5,000 02/04/2020
Muni Arts Centre
The Pilgrim Trust - Grant to Awen Cultural Trust
£4,000 22/10/2019
19
Conservation and Storage of Christopher Williams' paintings
Garfield Weston Foundation - Major Grants award
£200,000 16/10/2019
Maesteg Town Hall
The Clothworkers Foundation - Grant to Awen Cultural Trust
£22,000 22/05/2019
purchase of a minibus for a charity which works with people with learning disabilities in Wales
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)
Current Trustees appointed
Gender Split

Age Range of Trustees: 32-74
  • ALAN RICHARD JOHN MORGAN Appointed: 2016, Occupation: Managing Director Housing Association
  • AVA PLOWRIGHT (Chair) Appointed: 2021, Occupation: Employed
  • ELIZABETH WILSON Appointed: 2019, Occupation: Finance Director
  • LISA SHROLL Appointed: 2022
  • MARGARET ANN GRIFFITHS Appointed: 2016, Occupation: None
  • NOEL THOMAS Appointed: 2022, Occupation: Banker
  • PAUL DAVID ROBERTS Appointed: 2016, Occupation: None
  • STUART BAIN Appointed: 2022, Occupation: Compliance Manager
  • WILLIAM JOSEPH CAMPION Appointed: 2016, Occupation: None
Legal constitution
  • Charitable company registered in England & Wales on 04/05/2016, number: 1166908
  • Registered at Companies House on 27/05/2015, number: 09610991
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
  • 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
  • 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
7 returns made; AR23: 14 days late,
Main office

Bryngarw House
Brynmenyn
Bridgend
CF32 8UU

Objectives

4.1 THE COMPANY HAS BEEN ESTABLISHED FOR PUBLIC BENEFIT TO:4.1.1 TO PROVIDE OR ASSIST IN THE PROVISION OF COMMUNITY FACILITIES TO BE AVAILABLE TO ALL SECTIONS OF THE COMMUNITY WITHOUT DISTINCTION, INCLUDING USE FOR MEETINGS, LECTURES AND CLASSES AND/OR OTHER FORMS OF RECREATION AND LEISURE TIME OCCUPATION WITH THE OBJECT OF IMPROVING THE CONDITIONS OF LIFE FOR ALL THOSE WHO USE THE FACILITIES; AND/OR4.1.2 TO PROMOTE THE EDUCATION OF THE PUBLIC THROUGH THE PROVISION OF FACILITIES FOR PERFORMING ARTS; AND/OR4.1.3 TO ADVANCE EDUCATION IN THE ARTS BY THE ESTABLISHMENT AND MAINTENANCE OF AN ART GALLERY AND/OR MUSEUM; AND/OR4.1.4 TO ADVANCE THE EDUCATION OF THE PUBLIC THROUGH THE PROVISION OF A LIBRARY; AND/OR4.1.5 TO PRESERVE BUILDINGS OF HISTORIC OR ARCHITECTURAL IMPORTANCE; AND/OR4.1.6 TO DEVELOP THE CAPACITY AND SKILLS FOR THOSE WHO ARE SOCIALLY AND ECONOMICALLY DISADVANTAGED IN SUCH A WAY THAT THEY ARE BETTER ABLE TO IDENTIFY, AND HELP MEET, THEIR NEEDS AND TO PARTICIPATE MORE FULLY IN SOCIETY; AND/OR4.1.7 TO ASSIST IN THE TREATMENT AND CARE OF PERSONS SUFFERING FROM MENTAL OR PHYSICAL ILLNESS OF ANY DESCRIPTION OR IN NEED OF REHABILITATION AS A RESULT OF SUCH ILLNESS, BY THE PROVISION OF FACILITIES FOR EDUCATION, TRAINING, WORK AND RECREATION; AND/OR4.1.8 TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE CONSERVATION, PROTECTION AND IMPROVEMENT OF THE PHYSICAL AND NATURAL ENVIRONMENT; AND/OR4.1.9 SUCH OTHER CHARITABLE PURPOSES AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION MAY DETERMINE.

Data Sources

Charity Commission for England and Wales
360 Giving

Tips for Selecting Charities

Which areas of philanthropy are most effective?
The text of this post is taken from an article on the Effective Altruism forum. It suggests that you can achieve the most impact by supporting causes that fight extreme poverty, improving animal welfare....more
Our Top Tips for Philanthropy
Here are some ideas to help you gain more satisfaction from your philanthropy and confidence that the causes you have selected are impactful. Engage your brain, as well as your heart You....more
How to become a Philanthropist
In this Blog we outline a strategy to help people who are new to philanthropy and for those who feel dissatisfied with the impact they are having. Effective philanthropy is immensely rewarding for donors,....more

Giving is Great