Finance Score: 0

Governance Score: 3

Support Score: 1

Strong growth: +2
Multiple Deficits: -2
No PartB

Gender balanced board: +3

Grant maker support: +1

Overall GiG Score: 4

THE TY GLYN DAVIS TRUST LIMITED

The provision of a residential holiday centre for the benefit entertainment and enjoyment of children and young people with disabilities.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
The Board appears to be well diversified in terms of gender

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
On several occasions in recent years income has been less than spending

Established: 26 years

www.tyglyndavistrust.co.uk

info@tyglyndavistrust.co.uk

01239851033

Charity Commission for England and Wales

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
31/03/23	£36	£126	£-90	n/a	n/a	n/a	n/a	n/a	2
31/03/22	£29	£96	£-66	n/a	n/a	n/a	n/a	n/a	0
31/03/21	£30	£47	£-16	n/a	n/a	n/a	n/a	n/a	0
31/03/20	£30	£53	£-23	n/a	n/a	n/a	n/a	n/a	0
31/03/19	£43	£53	£-10	n/a	n/a	n/a	n/a	n/a	3
31/03/18	£94	£73	£21	£0	£0	£0	n/a	0	0
31/03/17	£61	£98	£-37	£0	£0	£0	n/a	0	0
31/03/16	£41	£45	£-4	£0	£0	£0	n/a	0	0
31/03/15	£41	£45	£-4	£0	£0	£0	n/a	0	0
31/03/14	£42	£60	£-18	£0	£0	£0	n/a	0	0
31/03/13	£27	£38	£-11	£0	£0	£0	n/a	0	0
31/03/12	£25	£40	£-14	£0	£0	£0	n/a	0	0
31/03/11	£32	£45	£-13	£0	£0	£0	n/a	0	0
31/03/10	£37	£38	£-1	£0	£0	£0	n/a	0	0
31/03/09	£105	£50	£55	£0	£0	£0	n/a	0	0
31/03/08	£234	£43	£191	£0	£0	£0	n/a	0	0
31/03/07	£29	£35	£-6	£0	£0	£0	n/a	0	0
31/03/06	£74	£41	£33	£0	£0	£0	n/a	0	0
31/03/05	£66	£47	£19	£0	£0	£0	n/a	0	0
31/03/04	£31	£28	£3	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Disability

How it operates

Provides buildings/facilities/open space

Where it operates

Ceredigion,

Who it helps

Children/Young People

Who works here?

Unknown number of employees
2 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.

Specific Donations

Amount	When Months	To be used for
Quartet Community Foundation - Grant to Ty Glyn Davis Trust
£6,340	01/12/2017	Towards disability friendly furniture for for holiday and respite care accommodation for the benefit of children and adults with disabilities.
Co-Operative Group - Grant to Ty Glyn Davis Trust
£4,184	29/11/2017	We would like to purchase a track hoist for one of the bedrooms to make it easier for our guests.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees: 63-87

BRUCE EDWARD CARDWELL Appointed: 1997, Occupation: National Trust Area Warden

COLIN CLIFFORD ELDRIDGE Appointed: 2023, Occupation: Retired

JACQUELINE FRANCES LYNE (Chair) Appointed: 1999, Occupation: Fashion Agent

LEWIS NIGEL THOMAS Appointed: 2020, Occupation: Retired

MARY RUTH MCGLYNN Appointed: 2003, Occupation: Occupational Therapist

SIAN DAVIES, Occupation: Office Administrator

WENDY ANNE SYMONS JONES, Occupation: Clerk In Holy Orders

Legal constitution

Charitable company registered in England & Wales on 17/02/1998, number: 1068156
Registered at Companies House on 23/10/1996, number: 03267674

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Volunteer management

Filing Record

20 returns made; all on time

Main office

The Retreat
Graig Place
ABERDARE
CF44 7RE

Objectives

THE CHARITABLE OBJECTS OF THE CHARITY ARE, FOR THE PUBLIC BENEFIT: (A) THE RELIEF OF THOSE WHO ARE IN NEED BY REASON OF YOUTH, AGE, ILL-HEALTH, DISABILITY, FINANCIAL OR OTHER DISADVANTAGE BY THE PROVISION AND MAINTENANCE OF RESIDENTIAL HOLIDAY CENTRES, FACILITIES AND/OR PROJECTS FOR THE USE, ENJOYMENT AND BENEFIT OF SUCH PEOPLE WHO ARE IN NEED (IN PARTICULAR CHILDREN AND YOUNG PEOPLE) AND SUCH PERSONS AS MAY BE NECESSARY TO LOOK AFTER THEIR NEEDS; (B) TO ORGANISE AND PROVIDE OR ASSIST IN THE ORGANISATION AND PROVISION OF FACILITIES OR PROJECTS FOR RECREATION IN THE INTERESTS OF SOCIAL WELFARE WITH THE OBJECT OF IMPROVING THE CONDITIONS OF LIFE FOR BOYS AND GIRLS BOTH DISABLED AND ABLE BODIED WHO ARE UNDER THE AGE OF 25 YEARS (OR SUCH HIGHER EDUCATIONAL AGE AS THE TRUSTEES MAY FROM TIME TO TIME DECIDE) AND ANY PERSON WHO HAS BEEN INJURED IN WORK OR THROUGH ACTIVITY AND ANY PERSON WHO NEEDS RESPITE CARE AND WHO BY REASON OF THEIR YOUTH OR SOCIAL AND ECONOMIC CIRCUMSTANCES HAVE NEED OF SUCH FACILITIES OR PROJECTS; AND (C) THE PROVISION OF FACILITIES, FOR MEMBERS OF THE PUBLIC AT LARGE IN THE INTERESTS OF SOCIAL WELFARE, FOR RECREATION OR OTHER LEISURE TIME OCCUPATION.

Defined Area of Benefit:

NOT DEFINED

Data Sources