Finance Score: -2

Governance Score: 1

Support Score: 9

Accounts filed more than 5 days late: -2 times
No PartB

No volunteer policy: -2
Gender balanced board: +3

Large volunteers +5
Grant maker support: +4

Overall GiG Score: 8

GARW VALLEY HERITAGE SOCIETY

The Garw Valley Heritage Society aims are :- 1. To record the industrial and social history of the Garw Valley. 2. To make available to the public, and other relevant groups or individuals, details of the archive material.3. To promote awareness of the Garw Valley's heritage and make that history available to all.4. To hold exhibitions about the Garw Valley and its residents ,

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
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

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management 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 2 occasions over the last 4 years and the current period appears to have been extended

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income	Spending	Surplus/ Deficit	Volun- teers
31/07/23		£1,861	£968	£893	11
31/07/22	*	£1,861	£968	£893	11
31/07/21	*	£76	£309	£-233	8
31/07/20		£1,648	£1,683	£-35	21

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Download accounts

Highest pay bracket: less than £60,000

Established: 4 years

http://www.garwheritage.co.uk/wordpress/

racingsoot@aol.com

01656870830

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Environment/Conservation/Heritage
General Charitable Purposes
Recreation

GiG Classification

Museums, parks, historical sites

How it operates

Acts as an umbrella or resource body
Provides advocacy/advice/information
Sponsors or undertakes research

Where it operates

Bridgend,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
The General Public/Mankind

Who works here?

Unknown number of employees
11 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
DCMS - Culture Recovery Fund: Emergency Resource Support
£55,215	13/12/2021	This fund aims to provide emergency funding awards to culturally significant organisations that were financially sustainable before Covid-19 but are now at imminent risk of failure and have exhausted ....more This fund aims to provide emergency funding awards to culturally significant organisations that were financially sustainable before Covid-19 but are now at imminent risk of failure and have exhausted all other options for increasing their resilience.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

COLIN RICHARD SIMPER Appointed: 2020

GERALD ANTHONY JARVIS Appointed: 2020

LINDA ROSEMARIE WEBB Appointed: 2020

ROGER JAMES STOKES (Chair) Appointed: 2020

IAN BLACK Appointed: 2020, Other trusteeship: THE GLAMORGAN FAMILY HISTORY SOCIETY,

JEAN FOWLDS Appointed: 2020, Other trusteeship: THE GLAMORGAN FAMILY HISTORY SOCIETY,

KATIE JOANNE HUMPHREY Appointed: 2020, Other trusteeship: CYLCH MEITHRIN BLAENGARW,

Legal constitution

Charity registered in England & Wales on 23/12/2019, number: 1187117

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Internal charity financial controls policy and procedures
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

4 returns made; AR22: 230 days late, AR21: 177 days late,

Main office

25 Meadow Street
Pontycymer
BRIDGEND
CF32 8HG

Objectives

FOR THE PUBLIC BENEFIT TO PROMOTE LEARNING FOR PLEASURE IN THE SUBJECT OF THE HERITAGE OF THE GARW VALLEY

Data Sources