Finance Score: -2

Governance Score: 0

Support Score: 0

Accounts filed more than 5 days late: -3 times
Strong growth: +2
Volatile income
spending growth: -1
No PartB

No supporters identified

Overall GiG Score: -2

MERTHYR TYDFIL HERITAGE TRUST LIMITED

Heritage Conservation and Regeneration

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years

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 recently but spending has been maintained

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	*	£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/12/21	*	£3	£0	£3	n/a	n/a	n/a	n/a	n/a
31/12/20	*	£3	£0	£3	n/a	n/a	n/a	n/a	n/a
31/12/19	*	£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/12/18		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/12/17		£1	£0	£1	£0	£0	£0	NAN	0
31/12/16		£0	£0	£0	£0	£0	£0	n/a	0
31/12/15	*	£25	£24	£1	£0	£0	£0	n/a	0
31/12/14	*	£8	£8	£0	£0	£0	£0	n/a	0
31/12/13		£10	£2	£8	£0	£0	£0	n/a	0
31/12/12		£0	£1	£0	£0	£0	£0	n/a	0
31/12/11		£0	£0	£0	£0	£0	£0	n/a	0
31/12/10		£2	£2	£0	£0	£0	£0	n/a	0
31/12/09	*	£2	£4	£-3	£0	£0	£0	n/a	0
31/12/08		£95	£94	£1	£0	£0	£0	n/a	0
31/12/07	*	£252	£207	£45	£0	£0	£0	n/a	0
31/12/06		£2	£1	£1	£0	£0	£0	n/a	0
31/12/05		£0	£1	£-1	£0	£0	£0	n/a	0
31/12/04		£3	£4	£-2	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 45 years

http://www.merthyrtydfilheritagetrust.org.uk

mog.chambers@gmail.com

01685386501

Charity Commission for England and Wales

Listed activities

Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Makes Grants to Organisations
Provides advocacy/advice/information
Provides human resources

Where it operates

Throughout Wales,

Who it helps

The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Based on 10/11 persons

Age Range of Trustees: 69-91

DR HEFIN JONES OBE Appointed: 2015, Other trusteeship: VOLUNTARY ACTION MERTHYR TYDFIL,

ROB EDWARD THOMSON Appointed: 2021, Occupation: Company Director

ALISTAIR NORMAN DAVIES Appointed: 2015, Occupation: Retired

CHARLOTTE MARY CONNOLLY Appointed: 2015, Occupation: Retired

DEREK GAMES Appointed: 2015, Occupation: Retired

EDWARD DAWSON Appointed: 2019, Occupation: Retired

MALCOLM CONNOLLY Appointed: 2017, Occupation: Retired

MORGAN JOHN CHAMBERS (Chair), Occupation: Development & Planning Consultant

TANYA DAVIES Appointed: 2015, Occupation: Retired

CAROLYN JACOB Appointed: 2015, Occupation: Retired, Other trusteeship: THE GLAMORGAN FAMILY HISTORY SOCIETY,

MR JOE ENGLAND, Occupation: Writer, Other trusteeship: MERTHYR TYDFIL MUSEUM AND HERITAGE GROUP,

Legal constitution

Charitable company registered in England & Wales on 14/09/1979, number: 509144
Registered at Companies House on 02/08/1979, number: 01441497

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Volunteer management

Filing Record

19 returns made; AR22: 171 days late, AR21: 225 days late, AR20: 4 days late, AR19: 17 days late, AR15: 1 days late, AR14: 23 days late, AR09: 10 days late, AR07: 14 days late,

Main office

Uplands
Vaynor Lane
Cefn Coed
Merthyr Tydfil
CF48 2HE

Objectives

TO PRESERVE FOR THE BENEFIT OF THE RESIDENTS OF MERTHYR TYDFIL AND OF THE NATION AT LARGE WHATEVER OF THE HISTORICAL, ARCHITECTURA AND CONSTRUCTIONAL HERITAGE MAY EXIST IN AND AROUND MERTHYR TYDFIL IN THE FORM OF BUILDINGS AND ARTEFACTS OF PARTICULAR BEAUTY OR OF HISTORICAL, ARCHITECTURAL OR CONSTRUCTIONAL INTEREST AND ALSO TO IMPROVE, CONSERVE AND PROTECT THE ENVIRONMENT THERETO. (FOR FURTHER DETAILS SEE CLAUSE 3 OF THE MEMORANDUM.)

Defined Area of Benefit:

MERTHYR TYDFIL AND THE NATION AT LARGE.

Data Sources