Finance Score: -4

Governance Score: 2

Support Score: 0

Accounts filed more than 5 days late: -2 times
Multiple Deficits: -2
No PartB

12+ Trustees: -1
Gender balanced board: +3

No supporters identified

Overall GiG Score: -2

CYMDEITHAS HANES TEULUOEDD POWYS/POWYS FAMILY HISTORY SOCIETY

To promote, for the benefit and education of the public, the study of genealogy, family history and local history, with particular reference to the County of Powys; and to promote the preservation, security and accessability of library and archival materials.

Analysis by Giving is Great

Positives:

The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

There are 13 trustees whereas the Charities Commission recommends a maximum of 12

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 2 occasions over the last 5 years and the current period appears to have been extended
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
31/07/22		£5	£6	£-1	n/a	n/a	n/a	n/a	n/a
31/07/21		£5	£5	£0	n/a	n/a	n/a	n/a	n/a
31/07/20		£5	£6	£-1	n/a	n/a	n/a	n/a	n/a
31/07/19	*	£5	£6	£-1	n/a	n/a	n/a	n/a	n/a
31/07/18	*	£5	£5	£0	£0	£0	£0	n/a	0
31/07/17		£7	£7	£0	£0	£0	£0	n/a	0
31/07/16		£7	£7	£0	£0	£0	£0	n/a	0
31/07/15		£6	£6	£0	£0	£0	£0	n/a	0
31/07/14		£10	£8	£3	£0	£0	£0	n/a	0
31/07/13		£8	£7	£1	£0	£0	£0	n/a	0
31/07/12		£8	£7	£1	£0	£0	£0	n/a	0
31/07/11		£13	£13	£-1	£0	£0	£0	n/a	0
31/07/10		£13	£14	£-1	£0	£0	£0	n/a	0
31/07/09	*	£14	£12	£1	£0	£0	£0	n/a	0
31/07/08		£17	£14	£2	£0	£0	£0	n/a	0
31/07/07		£14	£13	£1	£0	£0	£0	n/a	0
31/07/06		£14	£14	£0	£0	£0	£0	n/a	0
31/07/05	*	£19	£20	£-1	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 43 years

http://www.powysfhs.org.uk

philbufton@hotmail.com

01432355723

Charity Commission for England and Wales

Listed activities

Education/Training
Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Provides advocacy/advice/information
Sponsors or undertakes research

Where it operates

Throughout England And 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 (13)

Current Trustees appointed

Gender Split

ANGELA VERITY JONES Appointed: 2011

ANNIE OWEN Appointed: 2017

BARBARA LLOYD Appointed: 2017

CATHERINE PHILLIPS-DAVIES Appointed: 2023

HEATHER BUFTON

JENNIFER ANN LEWIS Appointed: 2011

JENNY CAINES Appointed: 2015

KEITH WILLIAMS Appointed: 2013

MARTIN RICHARD JONES

SHEILA LEITCH Appointed: 2017

JONATHAN HARRY DAVIES Appointed: 2023, Other trusteeship: Accessibility Powys,

MALCOLM JONES Appointed: 2011, Other trusteeships: THE PONTARDAWE SENIOR CITIZEN'S WELFARE ASSOCIATION, THE WELSH JUNIOR CHESS EDUCATIONAL TRUST,

PHILIP GEOFFREY THOMAS BUFTON, Other trusteeship: HEREFORDSHIRE FAMILY HISTORY SOCIETY,

Legal constitution

Charity registered in England & Wales on 25/09/1981, number: 511875

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

18 returns made; AR19: 169 days late, AR18: 27 days late, AR09: 7 days late, AR05: 349 days late,

Main office

3 CAGEBROOK AVENUE
HEREFORD
HR2 7AS

Objectives

TO PROMOTE FOR THE BENEFIT AND EDUCATION OF THE PUBLIC THE STUDY OF GENEALOGY AND FAMILY AND LOCAL HISTORY IN THE COUNTY OF POWYS. (FOR FURTHER DETAILS SEE CLAUSE 4 OF THE CONSTITUTION)

Defined Area of Benefit:

COUNTY OF POWYS

Data Sources