Finance Score: -6

Governance Score: 9

Support Score: 9

Spending falling: -1
Multiple Deficits and declines: -5
No PartB

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Large volunteers +3
Grant maker support: +6

Overall GiG Score: 12

THE NEW MECHANICS INSTITUTION PRESERVATION TRUST LIMITED

Benefiting the people of the Swindon area by preserving the built heritage (of particular historical, architectural or constructional interest); by developing and operating facilities for the education, recreation or other leisure time occupation in the interests of social welfare; and providing activities supportive of community development, and of regeneration and renewal.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
A significant proportion of recent income was derived from major grant makers
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

Over half the Board have joined recently

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile and on several occasions in recent years less than spending

Established: 29 years

www.mechanics-trust.org.uk

management@mechanics-trust.org.uk

01793520592

Charity Commission for England and Wales

Tweets

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
31/05/23		£62	£82	£-20	n/a	n/a	n/a	n/a	n/a	50
31/05/22		£58	£61	£-4	n/a	n/a	n/a	n/a	n/a	30
31/05/21		£137	£58	£78	n/a	n/a	n/a	n/a	n/a	26
31/05/20		£147	£99	£48	n/a	n/a	n/a	n/a	n/a	24
31/05/19		£88	£113	£-24	n/a	n/a	n/a	n/a	n/a	14
31/05/18		£140	£196	£-56	£0	£0	£0	n/a	0	0
31/05/17		£107	£105	£3	£0	£0	£0	n/a	0	0
31/05/16		£98	£43	£54	£0	£0	£0	n/a	0	0
31/05/15		£48	£39	£10	£0	£0	£0	n/a	0	0
31/05/14		£22	£17	£6	£0	£0	£0	n/a	0	0
31/05/13		£18	£25	£-7	£0	£0	£0	n/a	0	0
31/05/12		£14	£11	£4	£0	£0	£0	n/a	0	0
31/05/11	*	£16	£12	£4	£0	£0	£0	n/a	0	0
31/05/10		£6	£6	£0	£0	£0	£0	n/a	0	0
31/05/09		£6	£5	£1	£0	£0	£0	n/a	0	0
31/05/08	*	£5	£5	£0	£0	£0	£0	n/a	0	0
31/05/07		£5	£5	£0	£0	£0	£0	n/a	0	0
31/05/06		£16	£16	£0	£0	£0	£0	n/a	0	0
31/05/05		£13	£13	£0	£0	£0	£0	n/a	0	0
31/05/04	*	£11	£13	£-2	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Arts/Culture/Heritage/Science
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
Other Charitable Purposes
Recreation
The Advancement Of Health Or Saving Of Lives

How it operates

Acts as an umbrella or resource body
Other charitable activities
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides services
Sponsors or undertakes research

Where it operates

Swindon, Wiltshire,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
People With Disabilities
The General Public/Mankind

Who works here?

Unknown number of employees
50 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.

Major supporters in last 5 years

DCMS	£57,100
Power to Change	£10,000
National Lottery Community Fund	£9,979
Wiltshire Community Foundation	£7,499

Specific Donations

Amount	When Months	To be used for
Power to Change - THE NEW MECHANICS' INSTITUTION PRESERVATION TRUST LIMITED (RCF)
£10,000	12/12/2022	Grant to THE NEW MECHANICS' INSTITUTION PRESERVATION TRUST LIMITED (RCF)
DCMS - CRF21: New Mechanics' Institution Preservation Trust Ltd
£14,800	08/03/2021	Culture Recovery Fund for Heritage 2020-21
DCMS - CRF20:NEW MECHANICS' INSTITUTION PRESERVATION TRUST LTD
£42,300	14/10/2020	Culture Recovery Fund for Heritage 2020-21
Wiltshire Community Foundation - Grant to The New Mechanics Institution Preservation Trust Ltd
£2,500	08/09/2020 10	Towards running costs of a community centre and community cafe in an economically deprived area
Wiltshire Community Foundation - Grant to The New Mechanics Institution Preservation Trust Ltd
£4,999	15/07/2020	Summer activities/youth voice project for disadvantaged young people in Swindon.
National Lottery Community Fund - A New Community Cafe For Central Swindon
£9,979	03/05/2019 12	The funding will be used to recruit a project worker who will train and support volunteers, alongside delivering events and activities for the new community café. The project aims to build social ....more The funding will be used to recruit a project worker who will train and support volunteers, alongside delivering events and activities for the new community café. The project aims to build social relationships and community cohesion.
National Lottery Heritage Fund - Grant to New Mechanics' Institution Preservation Trust Ltd
£34,400	13/06/2018	Sharing Swindon's Story
Power to Change - The New Mechanics Institution Preservation Trust Ltd
£93,235	19/09/2016 19	Grant to The New Mechanics Institution Preservation Trust Ltd
Power to Change - The New Mechanics Institution Preservation Trust Ltd
£93,235	31/07/2016	Funding to lease the Bakers’ Arms and open a new community cafe, and to develop accommodation in the railway village. Business support towards increasing footfall.
Wiltshire Community Foundation - Grant to New Mechanics Institution Preservation Trust Ltd
£5,000	15/05/2015 12	The New Mechanics Trust is a social enterprise which operates a community centre, providing a wide range of activites and services as well as community development support. The grant supported ....more The New Mechanics Trust is a social enterprise which operates a community centre, providing a wide range of activites and services as well as community development support. The grant supported activities and new accessible doors for the community centre.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Age Range of Trustees: 25-85

AARON LUKE MARCHANT Appointed: 2023, Occupation: Account Manager

ABIGAIL ROCKETT Appointed: 2022, Occupation: Systems Manager

DR MICHAEL JOHN SMITH Appointed: 2022, Occupation: Consultant Engineer

HELEN GEORGE Appointed: 2021, Occupation: Volunteer Administrator

KATIE KNOWLES Appointed: 2017, Occupation: Heritage Professional

ROBERT CHARLES BARRETT Appointed: 2022, Occupation: Facilities Manager, Other trusteeships: VOLUNTARY ACTION - SWINDON, CHARITABLE ASSOCIATION OF THE FRIENDS OF SWINDON YOUNG MUSICIANS, CHERNOBYL CHILDREN IN NEED, THE OPEN DOOR CENTRE (SWINDON & DISTRICT) LIMITED, STEP (SWINDON),

ROBERT STANLEY WRIGHT (Chair) Appointed: 2022, Occupation: Retired

SALLY THERESE COLE Appointed: 2020, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 01/09/1995, number: 1048961
Registered at Companies House on 23/05/1995, number: 03059960

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR11: 5 days late, AR08: 16 days late, AR04: 4 days late,

Main office

The New Mechanics Institute Trust
Central Community Centre
Emlyn Square
SWINDON
SN1 5BG

Objectives

1. TO PRESERVE WHATEVER OF THE HISTORICAL ARCHITECTURAL AND CONSTRUCTIONAL HERITAGE MAY EXIST IN AND AROUND THE BOROUGH OFSWINDON IN THE FORM OF BUILDINGS INCLUDING ANY BUILDING AS DEFINED IN SECTION 290(1) OF THE TOWN AND COUNTRY PLANNING ACT 1971 OF PARTICULAR BEAUTY OR HISTORICAL ARCHITECTURAL OR CONSTRUCTIONAL INTEREST FOR THE BENEFIT OF THE TOWNSPEOPLE OF SWINDON IN THE BOROUGH OF SWINDON IN THE COUNTY OF WILTSHIRE AND OF THE NATION AT LARGE 2. THE PROVISION OF FACILITIES FOR EDUCATION, RECREATION OR OTHER LEISURE TIME OCCUPATION IN THE INTERESTS OF SOCIAL WELFARE AND WITH THE OBJECT OF IMPROVING THE CONDITIONS OF LIFE OF THOSE LIVING AND WORKING IN THE BOROUGH OF SWINDON 3. UNDERTAKE ANY OTHER EXCLUSIVELY CHARITABLE PURPOSES IN THE AREA OF BENEFIT

Defined Area of Benefit:

IN PRACTICE THE BOROUGH OF SWINDON

Data Sources