Finance Score: 5

Governance Score: 6

Support Score: 6

Liabilities <10%: +3
Excess reserves: -4
Income diversified: +3
Fundraising costs low: +3

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

Grant maker support: +6

Overall GiG Score: 17

THE AMELIA METHODIST TRUST COMPANY LIMITED

We deliver therapeutic programmes for young people facing multiple disadvantages to help them get their lives back on track by involving them in meaningful activities at the Farm. We also work in partnership with other charities to reach out to different groups of vulnerable people and provide community facilities for everyone to enjoy the countryside and the benefits of nature.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
Income generation is well diversified
There have been no material income shortfalls in recent years
Fundraising costs are unusually low relative to funds raised
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of age and gender

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £1,577,478 available, equivalent to 43 months of spending and so may not be able to utilise additional funding
There has been a change of accounting period recently, so trends may be hard to determine

Established: 28 years
(33 years as a company)

www.ameliatrust.org.uk

general@ameliatrust.org.uk

01446782030

Charity Commission for England and Wales

Tweets

Financial Data ?

Income & Spending ?

N.B. data has been adjusted to reflect year end change

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
31/08/22		£763	£443	£319	£2	£1,593	£1,577	42.7	10	46
31/08/21		£467	£403	£65	n/a	n/a	n/a	n/a	n/a	55
31/08/20?		£679	£597	£82	£1	£1,202	£1,188	23.9	26	53
31/03/19		£453	£401	£52	n/a	n/a	n/a	n/a	n/a	60
31/03/18		£623	£443	£180	£1	£1,063	£1,034	28	14	52
31/03/17		£417	£431	£-14	£0	£0	£0	n/a	0	0
31/03/16		£466	£464	£2	£0	£0	£0	n/a	0	0
31/03/15		£418	£510	£-92	£0	£0	£0	n/a	0	0
31/03/14		£540	£566	£-26	£49	£1,025	£1,000	21.2	13	0
31/03/13		£532	£529	£3	£49	£1,050	£1,038	23.6	12	0
31/03/12		£529	£525	£4	£37	£1,048	£1,034	23.6	12	0
31/03/11		£493	£536	£-43	£0	£0	£0	n/a	0	0
31/03/10		£423	£549	£-126	£0	£0	£0	n/a	0	0
31/03/09		£465	£580	£-115	£0	£0	£0	n/a	0	0
31/03/08		£579	£610	£-31	£109	£1,314	£896	17.6	15	0
31/03/07		£671	£645	£26	£107	£1,345	£921	17.1	19	0
31/03/06		£596	£602	£-6	£0	£0	£0	n/a	0	0
31/03/05	*	£602	£590	£12	£0	£0	£0	n/a	0	0
31/03/04		£471	£497	£-26	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.3%
Fundraising Costs/Total Spending: 0.4%
Highest pay band: Less than £60,000
Liabilities/Assets: 2%
Liabilities/Income: 4%
Unrestricted Funds/Total Funds: 99%
Reserves/Spending: 42.7 months
Net Current Assets/Spending: 19 months
Quick Ratio: 24.6

Asset Split ?

Listed activities

Animals
Disability
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
Recreation

How it operates

Provides buildings/facilities/open space
Provides services

Where it operates

Blaenau Gwent, Bridgend, Caerphilly, Cardiff, City Of Swansea, Merthyr Tydfil, Monmouthshire, Newport City, Rhondda Cynon Taff, Vale Of Glamorgan,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies
People With Disabilities
The General Public/Mankind

Who works here?

10 employees
46 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

National Lottery Heritage Fund	£45,626
BBC Children in Need	£13,397
National Lottery Community Fund	£9,976

Specific Donations

Amount	When Months	To be used for
National Lottery Heritage Fund - Grant to Amelia Methodist Trust Company Limited
£45,626	01/03/2022	#Coed Amelia Trust
BBC Children in Need - Grant to The Amelia Methodist Trust Company Limited
£13,397	30/07/2021	This project will fund a four week transition programme for disabled CYP aged 16-18. They will have better clarity on their future options, have increased motivation to work independently, and have a ....more This project will fund a four week transition programme for disabled CYP aged 16-18. They will have better clarity on their future options, have increased motivation to work independently, and have a better outlook for their future.
National Lottery Community Fund - COVID-19 - IT Infrastructure Improvements
£9,976	19/01/2021 10	The Amelia Methodist Trust Company Limited in Barry will use £9976 to improve their IT infrastructure to help them deliver online learning and recreational activities for young people vulnerable ....more The Amelia Methodist Trust Company Limited in Barry will use £9976 to improve their IT infrastructure to help them deliver online learning and recreational activities for young people vulnerable adults and people experiencing mental health issues. Bydd Cwmni Ymddiriedolaeth Fethodistaidd Amelia Cyfyngedig yn y Barri yn defnyddio £9976 i wella eu seilwaith TG i'w helpu i ddarparu gweithgareddau dysgu a hamdden ar-lein i bobl ifanc oedolion sy'n agored i niwed a phobl sy'n profi problemau iechyd meddwl.
Garfield Weston Foundation - Main Grants award
£20,000	19/12/2017	Amelia Trust Farm Core Funding Request
Lloyds Bank Foundation - Grant to Amelia Methodist Trust
£15,000	25/01/2017 12	To fund a 12-month fixed term post providing strategic fundraising guidance and support to this Vale of Glamorgan based charity.
BBC Children in Need - Grant to The Amelia Methodist Trust Company Limited
£86,973	11/10/2016 36	This project will provide a life-skilled programme for 16-18 young people from a deprived area. They will improve their ability to form meaningful relationships, increase their willingness to try ....more This project will provide a life-skilled programme for 16-18 young people from a deprived area. They will improve their ability to form meaningful relationships, increase their willingness to try new experiences, and have greater pride in themselves.
National Lottery Community Fund - Growing Through Woodlands, Ponds and Hedgerows
£85,274	29/09/2010 36	The project will manage and develop woodlands, ponds and hedgerows at the Amelia Trust Farm. This will be co-ordinated by a new Community Relations and Environmental Development Worker, who will ....more The project will manage and develop woodlands, ponds and hedgerows at the Amelia Trust Farm. This will be co-ordinated by a new Community Relations and Environmental Development Worker, who will facilitate volunteers and groups from schools, Youth Offending Services, local businesses and charities to work on the development. These groups will learn about the environment, how to use specific tools and develop their social and team skills.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Based on 9/10 persons

Age Range of Trustees: 38-68

ANDREW PAUL CROSS, Occupation: Assistant Secretary

JOANNA HOWELL Appointed: 2021, Occupation: University Lecturer

JOANNE SARAH THOMAS Appointed: 2021, Occupation: Property Manager

LISA MARIANNE CORDERY Appointed: 2018, Occupation: Nurse

NICHOLAS PARKER RODGERS Appointed: 2001, Occupation: University Teacher

REV ANDREW CHARLESWORTH Appointed: 2023, Occupation: Minister, Other trusteeships: RYDAL PENRHOS, RYDAL PENRHOS LIMITED, METHODIST CHURCH IN WALES - WALES SYNOD CYMRU,

REV STEPHEN WIGLEY, Other trusteeships: THE METHODIST CHURCH IN WALES, WALES SYNOD CHARITABLE TRUST, CARDIFF METHODIST CIRCUIT,

SIAN DAVIES Appointed: 2016, Occupation: Retired, Other trusteeship: GLAMORGAN VOLUNTARY SERVICES,

STEPHEN JOHN THOMAS Appointed: 2021, Occupation: Dvla Officer

VANESSA CLAIRE JOHNS-POWELL Appointed: 2011, Occupation: Director

Legal constitution

Charitable company registered in England & Wales on 04/03/1996, number: 1053468
Registered at Companies House on 20/09/1990, number: 02541591

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

19 returns made; AR05: 122 days late,

Recent reorganisation events:

Asset transfer in from THE AMELIA METHODIST TRUST on 15/12/2020

Main office

AMELIA TRUST FARM
WALTERSTON
BARRY
CF62 3AS

Objectives

(I) TO ADVANCE EDUCATION AND TO PROVIDE FACILITIES IN THE INTERESTS OF SOCIAL WELFARE FOR THE USE OF THE PERSONS REFERRED TO IN PARAGRAPH (IV) HEREOF AND FOR RECREATION AND OTHER LEISURE-TIME OCCUPATIONS. (II) TO ADVANCE EDUCATION IN AGRICULTURE, HORTICULTURE, HOME CRAFTS, COUNTRY LIFE AND RELATED SUBJECTS. (III) TO ADVANCE EDUCATION IN THE CARE AND CONSIDERATION OF ALL ANIMALS PARTICULARLY ANIMALS IN NEED OF CARE AND PROTECTION. (IV) TO ASSIST PERSONS OF ANY AGE RESIDENT IN WALES AND ELSEWHERE IN THE WORLD WHO ARE IN NEED OF FINANCIAL OR OTHER ASSISTANCE AND WHO ARE PREPARING FOR, ENTERING UPON OR ENGAGED IN ANY PROFESSION, TRADE OCCUPATION OR SERVICE, BY PROVIDING THEM WITH OUTFITS, BY PAYING FOR FEES, TRAVELLING OR MAINTENANCE EXPENSES, OR BY SUCH OTHER MEANS FOR THEIR ADVANCEMENT IN LIFE OR TO ENABLE THEM TO EARN THEIR LIVING AS THE TRUSTEES THINK FIT.(V) FOR SUCH OTHER CHARITABLE PURPOSE OR PURPOSES (ACCORING TO THE LAW OF ENGLAND AND WALES) AS THE TRUSTEES SEE FIT FROM TIME TO TIME.

Defined Area of Benefit:

IN PRACTICE SOUTH GLAMORGAN

Data Sources