Finance Score: 0

Governance Score: 6

Support Score: 2

No PartB

Good trustee age range: +3
Gender balanced board: +3

Grant maker support: +2

Overall GiG Score: 8

THE CYFARTHFA FOUNDATION

To transform Cyfarthfa Castle and Park at Merthyr Tydfil - a crucible of the industrial revolution - into a cultural centre and visitor attraction of international quality, to heal and enhance its natural environment and to be an engine of social renewal.

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker recently
The Board appears to be well diversified in terms of age and gender

Financial issues to consider:

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	Spending	Surplus/ Deficit	Volun- teers
31/03/23		£367,486	£182,920	£184,566	0
31/03/22		£75,275	£61,818	£13,457	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 2 years

abaker@cyfarthfafoundation.wales

07801910175

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
Recreation

GiG Classification

Other facilities management and maintenance

How it operates

Provides buildings/facilities/open space
Provides services
Sponsors or undertakes research

Where it operates

Merthyr Tydfil,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
People Of A Particular Ethnic Or Racial Origin
People With Disabilities
The General Public/Mankind

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
Architectural Heritage Fund - Grant to The Cyfarthfa Foundation
£10,000	31/01/2023	Cyfarthfa Castle

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Based on 11/12 persons

Age Range of Trustees: 43-80

DAVID EWAN JONES Appointed: 2021, Occupation: Architect

DR MARION BEATRICE LOEFFLER PHD Appointed: 2021

GEOFFREY NEVIL HUNT Appointed: 2021, Occupation: Chief Operating Officer

GERAINT TALFAN DAVIES OBE (Chair) Appointed: 2020, Other trusteeships: WELSH NATIONAL OPERA BENEVOLENT TRUST, PENARTH CHAMBER MUSIC FESTIVAL,

GERAINT VAUGHAN THOMAS Appointed: 2020, Occupation: Local Councillor

HANIF KARA Appointed: 2021, Occupation: None

ROBERT RUMMEY Appointed: 2021, Occupation: Architect/Director

SARA KATE MCCONNELL TURNBULL Appointed: 2021, Occupation: Director

SARAH HOPKINS Appointed: 2021, Occupation: Head Teacher

DR CAROL BELL Appointed: 2021, Occupation: Company Director, Other trusteeships: SOCIETY OF ANTIQUARIES OF LONDON, THE INSTITUTE FOR ARCHAEO-METALLURGICAL STUDIES, WALES MILLENNIUM CENTRE, MUSEUM OF LONDON ARCHAEOLOGY, WELSH SINGERS SHOWCASE,

SIR SIMON DAVID JENKINS Appointed: 2021, Occupation: Writer, Other trusteeship: CHURCHES CONSERVATION TRUST,

LISA VICTORIA MYTTON Appointed: 2020, Occupation: Councillor And Head Of Quality, Other trusteeship: MERTHYR TYDFIL INSTITUTE FOR THE BLIND,

Legal constitution

Charitable company registered in England & Wales on 19/05/2022, number: 1199025
Registered at Companies House on 02/11/2020, number: 12990619

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Paying staff
Trustee expenses policy and procedures

Filing Record

2 returns made; all on time

Main office

c/o MITCHELL MEREDITH
Chartered Accountants
The Business Centre
Triangle Business Park
MERTHYR TYDFIL

Objectives

THE CHARITY'S OBJECTS ARE RESTRICTED SPECIFICALLY TO THE FOLLOWING, IN EACH CASE FOR THE BENEFIT OF THE PUBLIC AND IN PARTICULAR THE AREA OF MERTHYR TYDFIL:4.1 THE PROMOTION AND ADVANCEMENT OF ARTS, CULTURE, HERITAGE, EDUCATION AND THE ENVIRONMENT IN PARTICULAR BUT NOT EXCLUSIVELY BY:4.1.1 HOLDING, MANAGING, REPAIRING, MAINTAINING, PRESERVING AND PROTECTING HERITAGE AND CULTURAL ASSETS AND MAKING THEM AVAILABLE TO THE PUBLIC;4.1.2 ESTABLISHING AND MAINTAINING A MUSEUM AND/OR ART GALLERY;4.1.3 PROVIDING FACILITIES, PARKS AND OPEN SPACES, IN THE INTEREST OF SOCIAL WELFARE, FOR RECREATION AND LEISURE TIME OCCUPATION; AND4.1.4 UNDERTAKING AND PROMOTING THE CONSERVATION PROTECTION AND IMPROVEMENT OF THE PHYSICAL AND NATURAL ENVIRONMENT IN CONNECTION WITH THE HERITAGE AND CULTURAL ASSETS, FACILITIES, PARKS AND OPEN SPACES TO BE HELD BY THE CHARITY;4.2 THE PURSUIT OF SUCH OTHER CHARITABLE PURPOSES ANALOGOUS TO THE ABOVE AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION SHALL DETERMINE.

Data Sources