Finance Score: 2

Governance Score: 5

Support Score: 4

Strong growth: +2
No PartB

No conflicts policy: -1
Dynamic board: +3
Gender balanced board: +3

Large volunteers +3
Overall weighted support: +1

Overall GiG Score: 11

LLANWRTYD & DISTRICT HERITAGE AND ARTS CENTRE

Our purpose is to establish and manage a Heritage and Arts Centre, housed in the former Congregational Chapel in Llanwrtyd Wells. By doing so we shall be preserving a landmark building of historical, religious, cultural and social significance to the Welsh community and advancing the education of the public in the history, geography, culture, environment and other features of life in our area.

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 has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy

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 £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23	*	£73	£31	£42	n/a	n/a	n/a	n/a	n/a	n/a
31/03/22		£27	£34	£-7	n/a	n/a	n/a	n/a	n/a	n/a
31/03/21		£20	£12	£8	n/a	n/a	n/a	n/a	n/a	n/a
31/03/20		£23	£24	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/19		£28	£24	£4	n/a	n/a	n/a	n/a	n/a	n/a
31/03/18		£21	£17	£4	n/a	n/a	n/a	n/a	n/a	n/a
31/03/17		£26	£21	£5	n/a	n/a	n/a	n/a	n/a	n/a
31/03/16		£61	£26	£35	n/a	n/a	n/a	n/a	n/a	n/a
31/03/15		£93	£56	£37	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: 10 years

www.history-arts-wales.org.uk

ldhac2016@gmail.com

01591610067

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Other charitable activities

Where it operates

Powys,

Who it helps

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 Llanwrtyd & District Heritage and Arts Centre
£9,500	12/04/2021	Llanwrtyd Wells Heritage Trail
National Lottery Heritage Fund - Grant to Llanwrtyd & District Heritage and Arts Centre
£7,500	22/02/2018	Developing capacity among Trustees to successfully market Llanwrtyd & District Heritage and Arts Centre
National Lottery Heritage Fund - Grant to Llanwrtyd & District Heritage and Arts Centre
£53,300	27/03/2015	Creation of an Interpretive exhibition of the history of Llanwrtyd Wells, a former Spa Town

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

ANTHONY SMITH (Chair) Appointed: 2022

CATHERINE KETTERINGHAM Appointed: 2019

GEORGIANA FRANCES PERRETT Appointed: 2019

LYNN BALL Appointed: 2023

PATRICIA ANN JONES Appointed: 2016

ROGER DAVIES Appointed: 2013

SARAH ELLAN JONES Appointed: 2014

SUSAN PRICE Appointed: 2013

TOM EIFION LLOYD Appointed: 2023

Legal constitution

Charity registered in England & Wales on 23/05/2014, number: 1157181

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Risk management
Volunteer management

Filing Record

9 returns made; AR23: 36 days late,

Main office

Llanwrtyd Heritage and Arts Centre
Ffos Road
Llanwrtyd Wells
Powys
LD5 4RG

Objectives

1) THE PRESERVATION, IMPROVEMENT AND MAINTENANCE FOR THE PUBLIC BENEFIT OF THE FORMER CONGREGATIONAL CHAPEL AND GELYNOS GRAVEYARD IN LLANWRTYD WELLS, A LANDMARK BUILDING AND GRAVEYARD OF HISTORICAL, RELIGIOUS, CULTURAL AND SOCIAL SIGNIFICANCE, AS A HERITAGE AND ARTS CENTRE IN A WAY THAT CELEBRATES THE WELSH CULTURE.2) THE ADVANCEMENT OF EDUCATION FOR THE PUBLIC BENEFIT BUT NOT EXCLUSIVELY BY THE PROVISION AND MANAGEMENT OF A HERITAGE AND ARTS CENTRE THAT WILL FACILITATE LEARNING IN THE HISTORY, GEOGRAPHY, CULTURE, ARTS, AND ENVIRONMENT OF LIFE IN LLANWTYD WELLS AND SURROUNDING AREAS.