Finance Score: 0

Governance Score: 6

Support Score: 7

Spending falling: -1
but now stabilising: +1
No PartB

Dynamic board: +3
Gender balanced board: +3

Large volunteers +5
Grant maker support: +2

Overall GiG Score: 13

PEMBROKE & MONKTON LOCAL HISTORY SOCIETY

The aims of the organisation are to To establish a Local History Society in Pembroke and Monkton To raise public awareness of the heritage of these communities To research, record and disseminate the history of Pembroke and Monkton To encourage community participation To support Pembroke Museum

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
The charity has received modest backing from a grant maker
There have been no income shortfalls in recent years
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
Spending has fallen significantly over the last 5 years relative to the previous period but has stabilised more recently
Income has been volatile recently and was substantially in excess of spending in the latest year

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
31/12/23	£25	£14	£11	n/a	n/a	n/a	n/a	n/a	20
31/12/22	£41	£21	£20	n/a	n/a	n/a	n/a	n/a	25
31/12/21	£73	£43	£30	n/a	n/a	n/a	n/a	n/a	20
31/12/20	£13	£7	£6	n/a	n/a	n/a	n/a	n/a	20
31/12/19	£39	£33	£7	n/a	n/a	n/a	n/a	n/a	15
31/12/18	£29	£26	£3	£0	£0	£0	n/a	0	0
31/12/17	£46	£39	£7	£0	£0	£0	n/a	0	0
31/12/16	£55	£13	£42	£0	£0	£0	n/a	0	0
31/12/15	£14	£3	£10	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 10 years

www.pembrokeandmonktonhistory.org.uk

pembrokehistory@live.co.uk

01646622428

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Education/Training
Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Provides advocacy/advice/information
Provides services
Sponsors or undertakes research

Where it operates

Pembrokeshire,

Who it helps

Other Charities Or Voluntary Bodies
The General Public/Mankind

Who works here?

Unknown number of employees
20 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 Heritage Fund - Grant to Pembroke and Monkton Local History Society
£4,500	03/06/2021	Monkton - a Hidden History
National Lottery Heritage Fund - Grant to Pembroke and Monkton Local History Society
£10,000	25/01/2018	Pembroke commemorates the WW1 Centenary: in words, pictures, art and film

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Age Range of Trustees:

ANN ELIZABETH MARY LANKSHEAR Appointed: 2010

GEORGE PALMER Appointed: 2020

LINDA ANNE ASMAN BSC CERTED (Chair) Appointed: 2010

MARY ROSE BLACKBURN Appointed: 2020

RONALD REES Appointed: 2020

DENNIS GOLDSWORTHY Appointed: 2023

JOHN HYAM Appointed: 2023

ROY SMITH Appointed: 2023

VICKI HAGGER Appointed: 2023

JILL ENSOM Appointed: 2020, Other trusteeship: EAST WILLIAMSTON COMMUNITY AND HALL ASSOCIATION,

STUART ASMAN BSC DIPCE Appointed: 2010, Occupation: Retired

ANN ELIZABETH MORTENSON Appointed: 2023, Occupation: Retired, Other trusteeship: Foundry House Community Centre, Pembroke Ltd,

Legal constitution

Charity registered in England & Wales on 11/09/2014, number: 1158530

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Paying staff
Volunteer management

Filing Record

9 returns made; all on time

Main office

28 Rocky Park
Pembroke
SA71 4NY

Objectives

TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE HISTORICAL HERITAGE OF PEMBROKE AND MONKTON, IN PARTICULAR BUT NOT EXCLUSIVELY BY, RAISING THE AWARENESS OF THE HERITAGE OF PEMBROKE AND MONKTON, RESEARCHING, RECORDING AND DISSEMINATING INFORMATION AND THE SUPPORT OF A MUSEUM IN THE TOWN OF PEMBROKE.

Data Sources