Finance Score: 0

Governance Score: 2

Support Score: 0

No PartB

Dynamic board: +3
Mainly male board: -1

Large volunteers +3

Overall GiG Score: 5

THE SHROPSHIRE UNION CANAL SOCIETY LIMITED

Enhancement of the Shropshire Union and Llangollen Canals; restoration of the Montgomery Canal

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
The charity has received modest backing from a grant maker
Spending has increased over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board is predominantly male

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 £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23	£127	£84	£42	n/a	n/a	n/a	n/a	n/a	40
31/03/22	£98	£73	£25	n/a	n/a	n/a	n/a	n/a	40
31/03/21	£67	£62	£5	n/a	n/a	n/a	n/a	n/a	45
31/03/20	£50	£58	£-7	n/a	n/a	n/a	n/a	n/a	30
31/03/19	£53	£59	£-6	n/a	n/a	n/a	n/a	n/a	30
31/03/18	£49	£62	£-13	£0	£0	£0	n/a	0	0
31/03/17	£93	£46	£47	£0	£0	£0	n/a	0	0
31/03/16	£31	£29	£2	£0	£0	£0	n/a	0	0
31/03/15	£34	£24	£9	£0	£0	£0	n/a	0	0
31/03/14	£43	£80	£-37	£0	£0	£0	n/a	0	0
31/03/13	£37	£46	£-9	£0	£0	£0	n/a	0	0
31/03/12	£55	£43	£12	£0	£0	£0	n/a	0	0
31/03/11	£81	£61	£20	£0	£0	£0	n/a	0	0
31/03/10	£61	£58	£4	£0	£0	£0	n/a	0	0
31/03/09	£46	£38	£8	£0	£0	£0	n/a	0	0
31/03/08	£52	£46	£7	£0	£0	£0	n/a	0	0
31/03/07	£85	£51	£35	£0	£0	£0	n/a	0	0
31/03/06	£41	£84	£-43	£0	£0	£0	n/a	0	0
31/03/05	£78	£106	£-29	£0	£0	£0	n/a	0	0
31/03/04	£65	£45	£20	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 58 years

http://www.shropshireunion.org.uk/

secretary@shropshireunion.org.uk

01630656525

Charity Commission for England and Wales

Tweets

Listed activities

Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Makes Grants to Organisations
Provides buildings/facilities/open space
Provides human resources

Where it operates

Cheshire East, Cheshire West & Chester, Powys, Shropshire, Staffordshire,

Who it helps

The General Public/Mankind

Who works here?

Unknown number of employees
40 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
Co-Operative Group - Grant to Shropshire Union Canal Society
£1,007	21/10/2023	We aim to restore 750 metres of the derelict Montgomery Canal to navigable condition. This includes the Crickheath Wharf area and towpath, for the benefit of all and to enhance the environment.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Based on 8/9 persons

Age Range of Trustees: 55-80

CHRISTOPHER JOHN HESKETH Appointed: 2021, Occupation: Business Executive

IAN FRANCIS HENDLEY Appointed: 2002, Occupation: Retired

PAT TOLSTER Appointed: 2014, Occupation: Retired

SUSAN BALL Appointed: 2022, Occupation: Retired

THOMAS FULDA Appointed: 2021, Occupation: Business Consultant

CLIVE ALEXANDER ROBERTSON Appointed: 2016, Occupation: Retired Arable Farm Manager

DAVID JOHN CARTER Appointed: 2010, Occupation: University Lecturer

RICHARD DAVID FEENEY Appointed: 2019, Occupation: Retired

STEPHEN GRAHAM CLEWS Appointed: 2022, Occupation: Head Of Engineering, Other trusteeships: WELSHPOOL AND LLANFAIR LIGHT RAILWAY PRESERVATION CO. LIMITED, HERITAGE RAIL CHARITABLE TRUST,

Legal constitution

Charitable company registered in England & Wales on 14/01/1966, number: 245875
Registered at Companies House on 05/09/1972, number: 01069860

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
Risk management
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Volunteer management

Filing Record

20 returns made; all on time

Main office

Morris Cook
Bryn Estyn
East Street
LLANGOLLEN
Clwyd
LL20 8RB

Objectives

TO MAINTAIN AND IMPROVE, EITHER ALONE OR JOINTLY OR IN CO-OPERATION WITH ANY OTHER PERSON CORPORATION BOARD OR PUBLIC OR LOCAL AUTHORITY AND WITH AND SUBJECT TO ALL SUCH STATUTORY PROVISIONS, STATUTORY INSTRUMENTS OR OTHER PROVISIONS OR REQUIREMENTS OF THE LAW, AND ALL SUCH PERMISSIONS AND CONSENTS AS MAY BE REQUIRED BY LAWS FOR THE CARRYING OUT OF THE OBJECTS AS A CHARITABLE PURPOSE FOR THE BENEFIT OF THE PUBLIC THE NAVIGATION THE IMPROVEMENT OF THE TOWING PATHS AND THE AMENITIES OF THE SHROPSHIRE UNION CANAL. (FOR FURTHER DETAILS SEE CLAUSE 3 OF MEMORANDUM)

Defined Area of Benefit:

SHROPSHIRE UNION CANAL AND ITS ENVIRONS

Data Sources