Finance Score: 2

Governance Score: 6

Support Score: 9

Strong growth: +2
No PartB

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

Large volunteers +5
Grant maker support: +4

Overall GiG Score: 17

THE MERTHYR TYDFIL AND DISTRICT NATURALISTS' SOCIETY

Society Objectives:-1. To promote animals and plants of the countryside, objects of geological, historical and archaeological interest.2. To promote the formation of Nature Reserves and to assist in their supervision.3. To foster interest in Nature Conservation through public meetings, film shows, exhibitions, publication of books, our Annual Newsletter, leaflets and general communication.

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
There has been strong growth in spending over the last 5 years
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
The Board appears to be well diversified in terms of age and gender

Regulatory & Governance issues to consider:

One or more trustees receive benefits from the charity

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

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
31/08/22	£24	£20	£4	n/a	n/a	n/a	n/a	n/a	28
31/08/21	£19	£21	£-2	n/a	n/a	n/a	n/a	n/a	40
31/08/20	£19	£16	£3	n/a	n/a	n/a	n/a	n/a	30
31/08/19	£7	£7	£0	n/a	n/a	n/a	n/a	n/a	0
31/08/18	£15	£10	£5	£0	£0	£0	n/a	0	50
31/08/17	£7	£8	£-1	£0	£0	£0	n/a	0	0
31/08/16	£5	£17	£-11	£0	£0	£0	n/a	0	0
31/08/15	£70	£21	£49	£0	£0	£0	n/a	0	0
31/08/14	£52	£51	£1	£0	£0	£0	n/a	0	0
31/08/13	£117	£77	£40	£0	£0	£0	n/a	0	0
31/08/12	£58	£37	£21	£0	£0	£0	n/a	0	0
31/08/11	£94	£66	£28	£0	£0	£0	n/a	0	0
31/08/10	£54	£38	£16	£0	£0	£0	n/a	0	0
31/08/09	£3	£6	£-3	£0	£0	£0	n/a	0	0
31/08/08	£70	£55	£15	£0	£0	£0	n/a	0	0
31/08/07	£42	£10	£33	£0	£0	£0	n/a	0	0
31/08/06	£30	£48	£-18	£0	£0	£0	n/a	0	0
31/08/05	£58	£100	£-43	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 19 years
(21 years as a company)

www.merthyrnats.org.uk

merthyrnats@gmail.com

01685722391

Charity Commission for England and Wales

Listed activities

Animals
Arts/Culture/Heritage/Science
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
Recreation

GiG Classification

Museums, parks, historical sites

How it operates

Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Blaenau Gwent, Caerphilly, Merthyr Tydfil, Powys, Rhondda Cynon Taff, Torfaen,

Who it helps

The General Public/Mankind

Who works here?

Unknown number of employees
28 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
National Lottery Community Fund - Community Beekeeping Project
£50,000	03/03/2022	The Merthyr Tydfil and District Naturalists' Society will use their £50000 Queen's Platinum Jubilee grant to create a community apiary and market garden in Cyfarthfa Park. They will teach local ....more The Merthyr Tydfil and District Naturalists' Society will use their £50000 Queen's Platinum Jubilee grant to create a community apiary and market garden in Cyfarthfa Park. They will teach local people about honeybees and how pollinating insects are important to the environment to improve their understanding. Young people will also be able to work towards a junior beekeeper qualification.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Gender Split

Age Range of Trustees: 29-95

ALISON RICHARDS Appointed: 2009, Occupation: Potter

DR FRED HOLLEY, Occupation: Retired Hospital Top Grade Bio

ELISABETH BROOKS Appointed: 2019, Occupation: Ecologist

GARETH EVANS Appointed: 2002, Occupation: Retired School Teacher

MR ANDY GILCHRIST, Occupation: Retired

MRS SUE TAYLOR (Chair), Occupation: Teacher

MRS VAL EVANS, Occupation: Retired School Teacher

ROBERT BERIAN JONES Appointed: 2002, Occupation: Civil Servant

ROBERT TAYLOR Appointed: 2019, Occupation: Teacher

Legal constitution

Charitable company registered in England & Wales on 23/11/2004, number: 1106927
Registered at Companies House on 29/05/2002, number: 04450556

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

18 returns made; all on time

Main office

Brynheulog
Lon Maes Du
Cefn Coed
MERTHYR TYDFIL
CF48 2HH

Objectives

A) TO PROMOTE AND CONTRIBUTE, FOR THE BENEFIT OF THE PUBLIC, TO THE CONSERVATION, PROTECTION AND IMPROVEMENT OF THE PHYSICAL ENVIRONMENT, THE NATURAL ENVIRONMENT AND BIODIVERSITY.B) TO ADVANCE THE EDUCATION OF THE PUBLIC IN RESPECT OF CONSERVATION, PROTECTION AND IMPROVEMENT OF THE PHYSICAL AND NATURAL ENVIRONMENT AND BIODIVERSITY?

Defined Area of Benefit:

NOT DEFINED. IN PRACTICE MERTHYR TYDFIL AND DISTRICT

Data Sources