Finance Score: 2

Governance Score: -4

Support Score: 4

Strong growth: +2

No conflicts policy: -1
Narrow trustee age band: -2
Mainly male board: -1

Overall weighted support: +4

Overall GiG Score: 2

CARDIGAN BUILDING PRESERVATION TRUST

Cardigan Building Preservation Trust has as its aim 'The Preservation of Buildings of Historic or Architectural Merit for the public benefit in the Cardigan area'. Currently the trust is engaged in the renovation and restoration of Cardigan's Guildhall, a grade 2* listed building of considerable importance as the first municipal building in Ruskian Gothic style.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years, despite a decline more recently
There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers including the Government
This charity is based in an area of extremely high deprivation

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
The Board is predominantly male
The Board has little diversity in terms of age

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23	£1,735	£19	£1,717	£0	£3,224	£6	4	0	1
31/03/22	£291	£13	£278	n/a	n/a	n/a	n/a	n/a	n/a
31/03/21	£85	£7	£78	n/a	n/a	n/a	n/a	n/a	n/a
31/03/20	£81	£30	£51	n/a	n/a	n/a	n/a	n/a	n/a
31/03/19	£49	£8	£41	n/a	n/a	n/a	n/a	n/a	n/a
31/03/18	£52	£6	£46	n/a	n/a	n/a	n/a	n/a	n/a
31/03/17	£13	£5	£8	n/a	n/a	n/a	n/a	n/a	n/a
31/03/16	£3	£6	£-3	n/a	n/a	n/a	n/a	n/a	n/a
31/03/15	£7	£6	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/14	£9	£3	£7	n/a	n/a	n/a	n/a	n/a	n/a
31/03/13	£25	£3	£22	n/a	n/a	n/a	n/a	n/a	n/a
31/03/12	£113	£4	£109	n/a	n/a	n/a	n/a	n/a	n/a
31/03/11	£2	£4	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/10	£207	£11	£196	n/a	n/a	n/a	n/a	n/a	n/a
31/03/09	£474	£10	£464	n/a	n/a	n/a	n/a	n/a	n/a
31/03/08	£217	£2	£215	n/a	n/a	n/a	n/a	n/a	n/a
31/03/07	£16	£15	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/03/06	£0	£0	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05	£0	£0	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/03/04	£0	£0	£0	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 13%
Liabilities/Income: 27%
Unrestricted Funds/Total Funds: 0%
Reserves/Spending: 4 months
Net Current Assets/Spending: -48 months
Quick Ratio: 0.2

Asset Split ?

Balance Sheet History

Established: 22 years

cardiganbpt.cymru

lindsay@menter-aberteifi.co.uk

01239682526

Charity Commission for England and Wales

Listed activities

Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Provides buildings/facilities/open space
Provides human resources

Where it operates

Ceredigion, Pembrokeshire,

This charity is based in an area of extremely high deprivation

Who it helps

Other Charities Or Voluntary Bodies
The General Public/Mankind

Who supports 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
National Lottery Heritage Fund - Grant to Cardigan Building Preservation Trust
£160,889	04/11/2022	Cardigan Markethall Heritage

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Based on 5/6 persons

Age Range of Trustees: 66-80

ANN FRANCES STOKOE Appointed: 2018, Occupation: Financial Adviser

DAVID LLEWELYN OWEN Appointed: 2013, Occupation: Architectural Services

JULIAN GEORGE ORBACH Appointed: 2002, Occupation: Historic Buildings Consultant

LINDSAY SHEEN Appointed: 2022, Occupation: Retired

MARTIN LEON DAVIES Appointed: 2001, Occupation: Architect/Building Supervisor

RICHARD EVANS Appointed: 2014, Occupation: Retired Engineer

Legal constitution

Charitable company registered in England & Wales on 15/05/2002, number: 1092026
Registered at Companies House on 30/03/2001, number: 04191325

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Investing charity funds policy and procedures
Social media policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; all on time

Main office

MRS LINDSAY SHEEN
GUILDHALL
CARDIGAN
CEREDIGION
SA43 1JL

Objectives

THE PRESERVATION AND PROTECTION OF BUILDINGS OF HISTORIC OR ARCHITECTURAL MERIT FOR THE PUBLIC BENEFIT IN THE CARDIGAN AREA.

Defined Area of Benefit:

FOR THE PUBLIC BENEFIT IN THE CARDIGAN AREA.