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home >> charity search >> swansea and brecon diocesan trust (incorporated)
Finance Score: -8
Governance Score: -1
Support Score: 0
  • Accounts filed more than 5 days late: -3 times
  • Multiple Deficits and declines: -5
  • No PartB
  • No conflicts policy: -1
  • No supporters identified
Overall GiG Score: -9 ?

SWANSEA AND BRECON DIOCESAN TRUST (INCORPORATED) 

Custodian Trustee for the Diocese of Swansea and Brecon Parochial Trusts
Analysis by Giving is Great

Regulatory & Governance issues to consider:

  • This charity does not have a Conflict of Interests 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 3 occasions over the last 5 years and the current period appears to have been extended
  • Income has been volatile and on several occasions in recent years less than spending
miles

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
30/06/23£84£86£-3n/an/an/an/an/a0
30/06/22*£59£52£7n/an/an/an/an/a0
30/06/21*£57£66£-9n/an/an/an/an/a0
30/06/20*£66£246£-179n/an/an/an/an/a0
30/06/19£139£94£45n/an/an/an/an/a0
30/06/18*£372£932£-559£0£0£0n/a00
30/06/17£413£463£-50£0£0£0n/a00
30/06/16*£161£181£-19£0£0£0n/a00
30/06/15*£620£258£361£8£5,160£30.100
30/06/14£337£254£84£0£0£0n/a00
30/06/13£262£414£-152£0£0£0n/a00
30/06/12£241£376£-134£0£0£0n/a00
30/06/11*£320£470£-150£0£0£0n/a00
30/06/10£282£489£-208£0£0£0n/a00
30/06/09£2,797£3,201£-404£8£3,896£8000
30/06/08£1,619£1,300£319£7£4,675£110.100
30/06/07£363£265£97£0£0£0n/a00
30/06/06£397£140£257£0£0£0n/a00
30/06/05*£174£148£26£0£0£0n/a00
30/06/04*£316£121£195£0£0£0n/a00
Show more rows -->

Download accounts
Highest pay bracket: less than £60,000
Established: 59 years
(98 years as a company)

LOUISEPEARSON@CHURCHINWALES.ORG.UK

01874623716

Charity Commission for England and WalesCompanies House
Listed activities
  • Religious Activities
GiG Classification
  • Grant-making foundations
How it operates
  • Acts as an umbrella or resource body
  • Makes Grants to Organisations
Where it operates
  • Throughout Wales,
Who it helps
  • Other Defined Groups

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (9)
Current Trustees appointed
Gender Split
Based on 8/9 persons

Age Range of Trustees: 54-82
Legal constitution
  • Charitable company registered in England & Wales on 13/01/1965, number: 235831
  • Registered at Companies House on 20/01/1926, number: 00211214
Gift Aid
  • NOT registered with HMRC for Gift Aid
Policies in force
  • Internal charity financial controls policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Risk management
Filing Record
20 returns made; AR22: 9 days late, AR21: 6 days late, AR20: 19 days late, AR18: 233 days late, AR16: 25 days late, AR15: 24 days late, AR11: 23 days late, AR05: 31 days late, AR04: 10 days late,
Main office

Swansea & Brecon Diocesan Board Of Finance Lt
Unit 11
Penyfan Business Park
Ffrwdgrech Industrial Estate
BRECON
Powys

Objectives

FOR THE BENEFIT OF ALL OR ANY SOCIETIES, INSTITUTIONS, TRUSTS, ORGANISATIONS AND CHARITIES NOW EXISTING OR HEREAFTER TO EXIST EITHER WHOLLY OR PARTIALLY WITHIN THE DIOCESE OF SWANSEA AND BRECON IN CONNECTION WITH THE CHURCH OF WALES.

Defined Area of Benefit:

POWYS AND WEST GLAMORGAN.

Data Sources

Charity Commission for England and Wales
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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