Finance Score: -5

Governance Score: -4

Support Score: 0

Accounts filed more than 5 days late: -2 times
Strong growth: +2
Multiple Deficits and declines: -5
No PartB

No conflicts policy: -1
2 Trustees: -2

No supporters identified

Overall GiG Score: -9

EDWARD MORGAN AND NATIONAL SCHOOL (MACHYNLLETH) EDUCATIONAL FOUNDATION

The Charity is used for the benefit of persons of either sex resident in the Ecclesiastical Parish of Machynlleth who have not attained the age of 25 years, who, or whose parents are communicants of the Church in Wales, and who, in the opinion of the Trustees, are in need of financial assistance.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
There are only 2 trustees

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
Income has been volatile and on several occasions in recent years 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
30/09/22		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
30/09/21	*	£0	£0	£0	n/a	n/a	n/a	n/a	n/a
30/09/20	*	£0	£0	£0	n/a	n/a	n/a	n/a	n/a
30/09/19		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
30/09/18		£0	£0	£0	£0	£0	£0	NAN	0
30/09/17		£0	£0	£0	£0	£0	£0	NAN	0
30/09/16	*	£0	£0	£0	£0	£0	£0	n/a	0
30/09/15		£0	£0	£0	£0	£0	£0	NAN	0
30/09/14	*	£0	£0	£0	£0	£0	£0	NAN	0
30/09/13	*	£0	£0	£0	£0	£0	£0	NAN	0
30/09/12		£0	£0	£0	£0	£0	£0	NAN	0
30/09/11	*	£0	£0	£0	£0	£0	£0	NAN	0
30/09/10		£0	£0	£0	£0	£0	£0	n/a	0
30/09/09		£0	£0	£0	£0	£0	£0	n/a	0
30/09/08		£0	£0	£0	£0	£0	£0	NAN	0
30/09/07		£0	£0	£0	£0	£0	£0	NAN	0
30/09/06		£0	£0	£0	£0	£0	£0	NAN	0
30/09/05		£0	£0	£0	£0	£0	£0	NAN	0
30/09/04		£0	£0	£0	£0	£0	£0	NAN	0

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Highest pay bracket: less than £60,000

Established: 59 years

gwenan.phillips@yahoo.co.uk

07944351998

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Academic support

How it operates

Makes Grants to Individuals

Where it operates

Powys,

Who it helps

Children/Young People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (2)

THE REVEREND K A ROGERS Appointed: 2011

Y CYNGHORYDD J MICHAEL WILLIAMS, Other trusteeships: THE MACHYNLLETH AND DISTRICT CARE CENTRE TRUST, CANOLFAN CYNGHORI BRO DDYFI ADVICE CENTRE, GERDDI BRO DDYFI GARDENS,

Legal constitution

Charity registered in England & Wales on 15/11/1965, number: 525719

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Investment

Filing Record

19 returns made; AR21: 224 days late, AR20: 78 days late, AR16: 142 days late, AR14: 235 days late, AR13: 35 days late, AR11: 143 days late,

Main office

56 HEOL MAENGWYN
MACHYNLLETH
SY20 8DY

Objectives

BENEFIT OF YOUNG PERSONS UNDER THE AGE OF 25 YEARS RESIDENT IN THE BENEFICIAL AREA IN NEED OF FINANCIAL ASSISTANCE OR WHOSE PARENTS ARE MEMBERS OF THE CHURCH IN WALES BY: (A) AWARD OF EXHIBITIONS TENABLE AT ANY INSTITUTION OF HIGHER EDUCATION. (B) PROVISION OF FINANCIAL ASSISTANCE, OUTFITS, CLOTHING, TOOLS INSTRUMENT OR BOOKS TO ENABLE BENEFICIARIES LEAVING AN EDUCATIONAL ESTABLISHMENT TO PREPARE FOR, OR ASSIST THEIR ENTRY INTO A PROFESSION, TRADE OR CALLING. (C) OTHERWISE PROMOTING THE EDUCATION (INCLUDING SOCIAL AND PHYSICAL TRAINING) OF BENEFICIARIES.

Defined Area of Benefit:

THE ECCLESIASTICAL PARISH OF MACHYNLLETH

Data Sources