Finance Score: 1

Governance Score: 3

Support Score: 9

Low unrestricted reserves: -2
Fundraising costs low: +3

Dynamic board: +3

Grant maker support: +9

Overall GiG Score: 13

ST DAVID'S DIOCESAN COUNCIL FOR SOCIAL RESPONSIBILITY

THE OBJECTS OF THE COUNCIL ARE GENERAL MORAL WELFARE WORK WITHIN THE DIOCESE OF ST DAVIDS.Aims:* Social Responsibility as an integral part of the Church's mission;* To work with children, young people and their families, in their communities through the Plant Dewi project;* offering resources to practitioners through conferences, publications and Diocesan and Plant Dewi websites;

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
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 dynamic in terms of composition

Financial issues to consider:

Unrestricted reserves appear to be dangerously low at the latest year end

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
31/03/23		£1,019	£891	£128	£4	£929	£111	1.5	37	21
31/03/22		£905	£856	£48	£15	£806	£111	1.6	37	21
31/03/21		£908	£891	£17	£20	£753	£114	1.5	40	10
31/03/20		£932	£932	£-1	£28	£705	£115	1.5	46	30
31/03/19		£899	£929	£-30	£44	£714	£115	1.5	28	30
31/03/18		£1,013	£1,023	£-10	£40	£737	£115	1.3	33	0
31/03/17		£1,032	£1,040	£-7	£51	£748	£125	1.4	35	0
31/03/16		£1,115	£1,090	£25	£49	£737	£125	1.4	35	0
31/03/15		£963	£974	£-11	£54	£722	£122	1.5	35	0
31/03/14		£898	£881	£16	£59	£723	£126	1.7	30	0
31/03/13		£841	£806	£36	£62	£702	£127	1.9	27	0
31/03/12?		£960	£938	£22	£58	£656	£126	1.6	27	0
31/12/10		£726	£693	£32	£56	£635	£124	2.1	23	0
31/12/09		£706	£672	£34	£55	£598	£123	2.2	21	0
31/12/08		£689	£635	£54	£50	£551	£123	2.3	20	0
31/12/07		£671	£662	£9	£53	£522	£119	2.2	20	0
31/12/06		£627	£630	£-3	£0	£0	£0	n/a	0	0
31/12/05		£521	£528	£-7	£0	£0	£0	n/a	0	0
31/12/04	*	£636	£524	£112	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.4%
Fundraising Costs/Total Spending: 0.4%
Highest pay band: Less than £60,000
Liabilities/Assets: 3%
Liabilities/Income: 3%
Unrestricted Funds/Total Funds: 12%
Reserves/Spending: 1.5 months
Net Current Assets/Spending: 5 months
Quick Ratio: 9.4

Asset Split ?

Established: 59 years

www.plantdewi.org.uk

catrin@plantdewi.co.uk

01267221551

Charity Commission for England and Wales

Listed activities

Disability
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Community services

How it operates

Acts as an umbrella or resource body
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides services
Sponsors or undertakes research

Where it operates

Carmarthenshire, Ceredigion, Pembrokeshire,

Who it helps

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

Who works here?

37 employees
21 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.

Major supporters in last 5 years

Henry Smith Charity	£177,800
Lloyds Bank Foundation	£52,250
National Lottery Community Fund	£29,809
Garfield Weston Foundation	£11,500

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - UKP COST OF LIVING - Plant Dewi Baby Bundle Bank
£9,864	17/01/2023	St Davids Diocesan Council for Social Responsibility in Carmarthenshire will support new and expectant parents living in poverty or challenging situations. They will help families to welcome a new ....more St Davids Diocesan Council for Social Responsibility in Carmarthenshire will support new and expectant parents living in poverty or challenging situations. They will help families to welcome a new baby providing a pack of baby essentials including clothes and a cot or a pushchair. Their £9864 grant will pay for staff volunteers stock and office costs Bydd Cyngor Esgobaeth Dewi Sant dros Gyfrifoldeb Cymdeithasol yn Sir Gaerfyrddin yn cefnogi rhieni newydd a darpar rieni sy’n byw mewn tlodi neu sefyllfaoedd heriol i groesawu babi newydd i’r teulu trwy ddarparu pecyn o hanfodion babi gan gynnwys dillad crud neu gadair wthio. Bydd eu grant £9864 yn talu am staff gwirfoddolwyr stoc a chostau swyddfa.
Lloyds Bank Foundation - Grant to Plant Dewi
£50,000	07/12/2022 24	Unrestricted grant over two years towards the core costs of Plant Dewi
Lloyds Bank Foundation - One off gift towards cost of living crisis to Plant Dewi
£2,250	07/12/2022	One off gift to support with the cost of living crisis
Garfield Weston Foundation - Main Grants award
£5,000	29/10/2021	Weston Charity Award Winner 2020/21 Bonus Award
National Lottery Community Fund - Families Together Cross Hands
£9,968	26/08/2021	St David's Diocesan Council for Social Responsibility in Carmarthenshire will spennd £9968 on staff volunteers and costs of setting up and running a weekly Families Together group in Cross Hands for ....more St David's Diocesan Council for Social Responsibility in Carmarthenshire will spennd £9968 on staff volunteers and costs of setting up and running a weekly Families Together group in Cross Hands for one year.
National Lottery Community Fund - COVID-19 - Connecting young parents to their communities
£9,977	19/04/2021	St David's Diocesan Council for Social Responsibility in Carmarthenshire will use £9977 to run an intergenerational arts and crafts project to help build stronger relationships between young parents ....more St David's Diocesan Council for Social Responsibility in Carmarthenshire will use £9977 to run an intergenerational arts and crafts project to help build stronger relationships between young parents and their local communities following the COVID-19 pandemic.
Henry Smith Charity - Grant to Plant Dewi
£177,800	18/03/2021 36	towards three years' running costs of the 'Dad’s Project' and 'Families Together' groups in Pembrokeshire.
Garfield Weston Foundation - Main Grants award
£6,500	12/06/2020	Weston Charity Award Winner 2020/21
National Lottery Community Fund - Dewi project
£9,933	11/02/2019 12	Dewi project
Masonic Trust - MCF Large Grant
£54,544	23/05/2018	A grant to fund support for fathers experiencing poverty to improve parenting skills and gain confidence in building family relationships.
Garfield Weston Foundation - Main Grants award
£15,000	16/05/2018	Plant Dewi
National Lottery Community Fund - Plant Dewi Young Parents' Project
£240,091	14/03/2018 36	The project will provide concentrated support to young parents who are not in education, employment or training in rural areas of Carmarthenshire and Pembrokeshire around areas of wellbeing, helping ....more The project will provide concentrated support to young parents who are not in education, employment or training in rural areas of Carmarthenshire and Pembrokeshire around areas of wellbeing, helping to plan their future aspirations and begin a journey back into education, suitable training or employment. Activities will include 1-1 support, tailored workshops, the development of mini social enterprise projects and peer-led mentoring support, with new hubs being crated in three areas of Pembrokeshire.
National Lottery Community Fund - NEET Young Parents Engagement Project
£209,479	30/01/2014 36	The project will work with young parents who are not in education, employment or training (NEET), engaging them in activities that will increase confidence and aspirations helping them to access ....more The project will work with young parents who are not in education, employment or training (NEET), engaging them in activities that will increase confidence and aspirations helping them to access services independently which will improve the quality of life for them and their children. Also they will inform agencies and authorities of the barriers NEET young parents face in accessing services. The grant, over three years, will employ two project staff, and pay for general running expenses.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Age Range of Trustees:

HELEN NICOLLS Appointed: 2019

MARY BOUND Appointed: 2019

REV DELYTH ANNE WILSON Appointed: 2015

REV JUSTIN ARNOTT Appointed: 2021

VENERABLE MUWANES FARAH Appointed: 2021, Other trusteeship: IMPACT 242,

VENERABLE RACHEL HANNAH EILEEN DAVIES Appointed: 2022, Occupation: Vicar, Other trusteeships: ST DAVIDS DIOCESAN BOARD OF FINANCE, CADWYN TEIFI, IMPACT 242,

THE RT REVEREND JOANNA SUSAN PENBERTHY Appointed: 2016, Occupation: Bishop, Other trusteeship: BRIDGET BEVAN'S FOUNDATION,

Legal constitution

Charity registered in England & Wales on 13/09/1965, number: 244178

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
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

19 returns made; AR04: 8 days late,

Main office

21 King Street
CARMARTHEN
Dyfed
SA31 1BH

Objectives

GENERAL MORAL WELFARE WORK IN THE DIOCESE.

Defined Area of Benefit:

DIOCESE OF ST. DAVID.

Data Sources