Finance Score: -2

Governance Score: 5

Support Score: 1

Liabilities <10%: +3
Excess reserves: -3
Multiple Deficits: -2

12+ Trustees: -1
Good trustee age range: +3
Dynamic board: +3

Grant maker support: +1

Overall GiG Score: 4

UNION OF WELSH INDEPENDENTS INCORPORATED

Religious Activities

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker
This charity has a robust balance sheet
The Board appears to be well diversified in terms of age and dynamic in terms of composition

Regulatory & Governance issues to consider:

There are 15 trustees whereas the Charities Commission recommends a maximum of 12
Over half the Board have joined recently

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £1,594,228 available, equivalent to 37 months of spending and so may not be able to utilise additional funding
On several occasions in recent years income has been less than spending

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
31/12/22		£3,408	£515	£2,893	£0	£13,220	£1,594	37.2	5
31/12/21		£623	£664	£-42	£0	£11,927	£1,840	33.2	6
31/12/20		£374	£487	£-114	n/a	n/a	n/a	n/a	n/a
31/12/19		£540	£538	£1	£0	£10,404	£2,188	48.8	6
31/12/18		£527	£638	£-111	£0	£9,007	£2,138	40.2	7
31/12/17		£509	£598	£-88	£0	£9,938	£2,589	52	7
31/12/16		£626	£599	£26	£0	£9,658	£2,660	53.3	7
31/12/15		£464	£527	£-64	£0	£0	£0	n/a	0
31/12/14		£485	£513	£-29	£0	£0	£0	n/a	0
31/12/13		£679	£508	£171	£14	£8,369	£1,968	46.5	6
31/12/12		£597	£502	£95	£15	£7,441	£1,747	41.8	6
31/12/11		£772	£509	£262	£15	£6,958	£1,706	40.2	6
31/12/10		£750	£522	£227	£130	£6,673	£1,701	39.1	6
31/12/09		£736	£504	£232	£184	£6,253	£1,267	30.2	9
31/12/08		£555	£533	£23	£188	£5,751	£1,141	25.7	9
31/12/07		£536	£523	£13	£212	£6,394	£1,327	30.5	9
31/12/06		£596	£566	£30	£0	£0	£0	n/a	0
31/12/05		£281	£327	£-46	£0	£0	£0	n/a	0
31/12/04	*	£263	£246	£18	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 3%
Liabilities/Income: 13%
Unrestricted Funds/Total Funds: 12%
Reserves/Spending: 37.2 months
Net Current Assets/Spending: 12 months
Quick Ratio: 2

Asset Split ?

Established: 58 years
(102 years as a company)

www.annibynwyr.cymru

undeb@annibynwyr.cymru

01792795888

Charity Commission for England and Wales

Tweets

Listed activities

General Charitable Purposes
Religious Activities

GiG Classification

Christian religious associations

How it operates

Acts as an umbrella or resource body
Other charitable activities

Where it operates

Throughout Wales,

Who it helps

The General Public/Mankind

Who works here?

5 employees

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
Joseph Rank Trust - Capel Bryn Iwan
£5,000	22/04/2021	To part fund the Church property scheme

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (15)

Current Trustees appointed

Age Range of Trustees: 38-82

GERAINT EIRIAN REES Appointed: 2023, Occupation: Addysgwr / Educationist

REV EURON HUGHES Appointed: 2022, Occupation: Gweinidog Yr Efengyl

ANNA VIVIAN JONES Appointed: 2023, Occupation: Wedi Ymddeol

BETHAN DAVIES JONES Appointed: 2022, Occupation: Wedi Ymddeol

GARETH IFAN RICHARDS Appointed: 2023, Occupation: Wedi Ymddeol

PARCHG BETI-WYN JAMES Appointed: 2018, Occupation: Retired

PARCHEDIG OWAIN LLYR EVANS Appointed: 2021, Occupation: Minister Of Religion

SIAN MEINIR Appointed: 2022, Occupation: Cantores Opera

DAFYDD OWEN ROBERTS Appointed: 2017, Occupation: Insurance Broker

DR THOMAS HEFIN JONES Appointed: 2024, Occupation: Academydd Prifysgol, Other trusteeships: THE JAMES PANTYFEDWEN FOUNDATION (YMDDIRIEDOLAETH JAMES PANTYFEDWEN), COLEG YR ANNIBYNWYR CYMRAEG (COLLEGE OF THE WELSH INDEPENDENTS),

EMLYN DAVIES Appointed: 2019, Occupation: Retired

PARCHG JILL-HAILEY SKEEL HARRIES Appointed: 2015, Occupation: Gweinidog Yr Efengyl

PARCHG THOMAS JEFFREY WILLIAMS Appointed: 2017, Occupation: Retired

REV OWAIN IDWAL DAVIES Appointed: 2024, Occupation: Gweinidog, Other trusteeship: CANOLFAN HYFFORDDI COLEG Y BALA,

GETHIN TOBIAS THOMAS Appointed: 2023, Occupation: Cynhyrchydd Radio, Other trusteeships: MENTER CWM GWENDRAETH ELLI CYFYNGEDIG, CLYBIAU FFERMWYR IFANC SIR GAR,

Legal constitution

Charitable company registered in England & Wales on 03/06/1966, number: 248076
Registered at Companies House on 04/11/1921, number: 00177670

Gift Aid

Registered with HMRC for Gift Aid

Event History

29/08/2023 - Asset transfer in from DR THOMAS REES MEMORIAL FUND
29/08/2023 - Asset transfer in from WELSH CONGREGATIONAL CHURCH AID FUND
30/04/2024 - Asset transfer in from TRUST PROPERTY HELD IN CONNECTION WITH SMYRNA CONGREGATIONAL CHURCH, LLANGEFNI

Policies in force

Conflicting interests
Investment
Paying staff
Risk management

Filing Record

19 returns made; AR04: 14 days late,

Recent reorganisation events:

Asset transfer in from DR THOMAS REES MEMORIAL FUND on 29/08/2023
Asset transfer in from WELSH CONGREGATIONAL CHURCH AID FUND on 29/08/2023
Asset transfer in from TRUST PROPERTY HELD IN CONNECTION WITH SMYRNA CONGREGATIONAL CHURCH, LLANGEFNI on 30/04/2024

Main office

TY JOHN PENRI
5 AXIS COURT
PARC BUSNES GLANYRAFON
BRO ABERTAWE
ABERTAWE
SA7 0AJ

Objectives

TO PROMOTE THE CHRISTIAN RELIGION IN WALES OR ELSEWHERE, ACCORDING TO THE PRINCIPLES AND USAGES OF PROTESTANTS OF THE INDEPENDENT CHURCHES ALSO CALLED CONGREGATIONALISTS.

Defined Area of Benefit:

WALES.

Data Sources