Finance Score: -1

Governance Score: 2

Support Score: 4

Volatile income
spending growth: -1
No PartB

12+ Trustees: -1
Gender balanced board: +3

Large volunteers +3
Grant maker support: +1

Overall GiG Score: 5

THE METHODIST CHURCH SOUTH WEST WALES CIRCUIT

Overseeing the management and staffing of the circuit's churches and providing resources for their worship and activities, and the upkeep of their buildings.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
The charity has received modest backing from a grant maker
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

One or more trustees receive payments or benefits from the charity for providing services to the charity
There are 33 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income has been volatile recently but spending has been maintained

Established: 12 years

www.swwalesmethodists.org.uk

miriam.moules@gmail.com

07913 687779

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
31/08/22	£211	£255	£-45	n/a	n/a	n/a	n/a	n/a	75
31/08/21	£428	£305	£124	n/a	n/a	n/a	n/a	n/a	75
31/08/20	£252	£240	£12	n/a	n/a	n/a	n/a	n/a	360
31/08/19	£187	£188	£-1	n/a	n/a	n/a	n/a	n/a	200
31/08/18	£652	£198	£454	£7	£1,184	£1,181	71.7	4	426
31/08/17	£101	£127	£-27	£0	£0	£0	n/a	0	0
31/08/16	£106	£118	£-12	£0	£0	£0	n/a	0	0
31/08/15	£285	£108	£177	£0	£0	£0	n/a	0	0
31/08/14	£127	£136	£-9	£0	£0	£0	n/a	0	0
31/08/13	£202	£181	£21	£0	£0	£0	n/a	0	0
31/08/12	£117	£157	£-40	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Religious Activities

How it operates

Acts as an umbrella or resource body

Where it operates

Carmarthenshire, Pembrokeshire,

Who it helps

The General Public/Mankind

Who works here?

Unknown number of employees
75 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 Churches Trust - Partnership award to LLANELLI, Hall Street Methodist Church
£4,000	05/07/2018	Internal render repairs following collapse. Stabilise stonework with lime mortar. Fit lead Damp Proof Coarse to top of wall. Re-bed/renew coping with lime mortar mix. Repoint

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (33)

Current Trustees appointed

Gender Split

Based on 31/33 persons

ANNE SAMUEL Appointed: 2017

AUDREY LEWIN Appointed: 2017

CHRISTINE LLOYD Appointed: 2011

DERIC JOHN BROCK Appointed: 2011

DIANE HODSON Appointed: 2018

ELLEN LOUISA HARRIS Appointed: 2023

ELVINA GRIFFITHS Appointed: 2015

IAN LEDGARD Appointed: 2017

JENNIFER GRIFFITHS Appointed: 2011

JOE HICKS Appointed: 2011

JOHN BIRCH Appointed: 2017

LINDA MAXINE WILSON Appointed: 2011, Other trusteeships: Goodwick Sea Scout Group, Pembrokeshire Area Scout Council,

MIRIAM MOULES Appointed: 2017

MR PHIL LLOYD Appointed: 2011

MRS ANN MAGGS Appointed: 2011

MRS JACKIE CORBY Appointed: 2011

MRS MARLENE DAVIES Appointed: 2013, Other trusteeship: SUMMERHILL WOMEN'S INSTITUTE,

MURIEL BIRD Appointed: 2011

MARGARET BIRCH Appointed: 2017, Other trusteeship: METHODIST CHURCH IN WALES - WALES SYNOD CYMRU,

MARJORIE EVELYN HINSON Appointed: 2023

MIKE THOMAS Appointed: 2017

NIGEL JOHN FLETCHER Appointed: 2011

NICOLA WILLIAMS Appointed: 2017

PATRICIA YVONNE BARKLEY Appointed: 2013

REV DR DAVID MURFIN BSC PHD Appointed: 2011

REV HUGH-JOHN WILSON BSC BTH Appointed: 2011, Other trusteeship: Pembrokeshire Area Scout Council,

ROSEMARY TIPPETT MAUDSLEY MA Appointed: 2011

REV GEOFFREY HAYS Appointed: 2022

REV KATHY HAYS Appointed: 2022

RITA JEAN SMITH Appointed: 2021

SHARON IRENE KNOX Appointed: 2011

SUSAN BONSER SRN SCM Appointed: 2011

SHEILA AMOR Appointed: 2021

Legal constitution

Charity registered in England & Wales on 07/12/2011, number: 1144953

Gift Aid

NOT 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

11 returns made; all on time

Main office

112 Felinfoel Road
LLANELLI
Dyfed
SA15 3JS

Objectives

THE PURPOSES OF THE METHODIST CHURCH ARE AND SHALL BE DEEMED TO HAVE BEEN SINCE THE DATE OF UNION THE ADVANCEMENT OF -(A) THE CHRISTIAN FAITH IN ACCORDANCE WITH THE DOCTRINAL STANDARDS AND THE DISCIPLINE OF THE METHODIST CHURCH;(B) ANY CHARITABLE PURPOSE FOR THE TIME BEING OF ANY CONNEXIONAL, DISTRICT, CIRCUIT, LOCAL OR OTHER ORGANISATION OF THE METHODIST CHURCH;(C) ANY CHARITABLE PURPOSE FOR THE TIME BEING OF ANY SOCIETY OR INSTITUTION SUBSIDUARY OR ANCILLARY TO THE METHODIST CHURCH;(D) ANY PURPOSE FOR THE TIME BEING OF ANY CHARITY BEING A CHARITY SUBSIDIARY OR ANCILLARY TO THE METHODIST CHURCH.

Data Sources