Finance Score: -5

Governance Score: 6

Support Score: 5

Accounts filed more than 5 days late: -2 times
Volatile income: -3
No PartB

Dynamic board: +3
Gender balanced board: +3

Large volunteers +3
Overall weighted support: +2

Overall GiG Score: 6

PENMAENMAWR HISTORICAL SOCIETY AND MUSEUM

The charity operates as a public interest body, providing to the general public information about the culture and history of Penmaenmawr.The charity also runs a museum.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
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 gender and dynamic in terms of composition

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Accounts have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended
Income has been volatile recently

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	*	£83	£86	£-3	n/a	n/a	n/a	n/a	n/a	n/a
31/03/22		£71	£121	£-50	n/a	n/a	n/a	n/a	n/a	n/a
31/03/21	*	£110	£64	£46	n/a	n/a	n/a	n/a	n/a	n/a
31/03/20		£209	£153	£56	n/a	n/a	n/a	n/a	n/a	n/a
31/03/19		£76	£74	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/03/18		£20	£32	£-12	n/a	n/a	n/a	n/a	n/a	n/a
31/03/17		£13	£9	£4	n/a	n/a	n/a	n/a	n/a	n/a
31/03/16		£18	£18	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/15		£16	£11	£5	n/a	n/a	n/a	n/a	n/a	n/a
31/03/14		£8	£7	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/03/13		£7	£9	£-2	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Balance Sheet History

Established: 12 years

www.penmaenmawrmuseum.co.uk

info@penmaenmawrmuseum.co.uk

01492621462

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
Recreation

GiG Classification

Museums, parks, historical sites

How it operates

Provides buildings/facilities/open space
Provides services

Where it operates

Conwy,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities
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 Penmaenmawr Historical Society
£18,400	07/09/2020	COVID19: Penmaenmawr Historical Society
National Lottery Heritage Fund - Grant to Penmaenmawr Historical Society
£265,300	01/03/2017	Penmaenmawr Museum relocation and development as a first-class heritage facility in North Wales

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Based on 10/11 persons

CHRISTOPHER KNOWLES Appointed: 2019

DR JOHN GOOD Appointed: 2019

ISOBEL KENYON Appointed: 2023

MIKE BADGER Appointed: 2023

MICHAEL MOORE Appointed: 2019

PHILIPPA REES HUMPHREY Appointed: 2021

ROGER HAMMER Appointed: 2018

SELWYN HUGHES Appointed: 2021

SHIRLEY COX (Chair) Appointed: 2018

SUSAN ELLIS Appointed: 2023

SIONYN FOULKES-JONES Appointed: 2021

Legal constitution

Charity registered in England & Wales on 17/09/2012, number: 1148984

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Internal charity financial controls policy and procedures
Internal risk management 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
Trustee conflicts of interest policy and procedures
Volunteer management

Filing Record

11 returns made; AR23: 105 days late, AR21: 16 days late,

Main office

Penmaenmawr Museum
Old Post Office
Conwy Old Road
Pant Yr Afon
Penmaenmawr
LL34 6UT

Objectives

TO ADVANCE THE EDUCATION OF THE PUBLIC OF PENMAENMAWR IN THE CULTURAL AND NATURAL HISTORY OF THE AREA. TO ESTABLISH AND MAINTAIN A MUSEUM IN PENMAENMAWR FOR THE EDUCATIONAL, SOCIAL AND ECONOMIC BENEFIT OF THE COMMUNITY. TO PRESERVE, PROMOTE AND MAKE ACCESSIBLE A COLLECTION OF CULTURAL OBJECTS AND ARCHIVAL MATERIAL RELATING TO PENMAENMAWR.

Defined Area of Benefit:

LOCAL