Finance Score: 2

Governance Score: 2

Support Score: 12

Strong growth: +2
No PartB

Dynamic board: +3
Mainly female board: -1

Large volunteers +3
Grant maker support: +9

Overall GiG Score: 16

THE PARISH TRUST

The Parish Trust is a Christian based organisation which organises various projects, services and events that benefit the general public. The charity's objective is to advance the Christian faith and its religious, moral and philanthropic principles. We support the local church and community so that the lives of our beneficiaries are enriched and improved.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
There has been strong growth in spending since inception
A significant proportion of recent income was derived from major grant makers including the Government and there are significant future grants due to be received
The Board appears to be dynamic in terms of composition
This charity is based in an area of high deprivation

Regulatory & Governance issues to consider:

The Board is predominantly female
Over half the Board have joined recently

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	Spending	Surplus/ Deficit	Volun- teers
31/12/23	£231,510	£254,440	£-22,930	167
31/12/22	£218,119	£228,207	£-10,088	151
31/12/21	£150,448	£176,478	£-26,030	239
31/12/20	£251,862	£66,236	£185,626	350

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 4 years

www.theparishtrust.org.uk

office@theparishtrust.org.uk

02921880212

Charity Commission for England and Wales

Tweets

Listed activities

Economic/Community Development/Employment
Education/Training
General Charitable Purposes
Other Charitable Purposes
Recreation
Religious Activities
The Prevention Or Relief Of Poverty

GiG Classification

Christian congregations

How it operates

Acts as an umbrella or resource body
Other charitable activities
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides other finance
Provides services
Sponsors or undertakes research

Where it operates

Throughout England And Wales,

This charity is based in an area of high deprivation

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People Of A Particular Ethnic Or Racial Origin
People With Disabilities
The General Public/Mankind

Who works here?

Unknown number of employees
167 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.

Major supporters in last 5 years

Henry Smith Charity	£210,000
Joseph Rank Trust	£37,500
Garfield Weston Foundation	£25,000
National Lottery Community Fund	£20,000

Specific Donations

Amount	When Months	To be used for
Henry Smith Charity - Grant to The Parish Trust
£210,000	21/09/2023 36	towards three years' running costs of an organisation providing support for people from disadvantaged communities in Caerphilly, Wales.
Joseph Rank Trust - The Parish Trust, Caerphilly
£37,500	30/01/2023	To fund the core costs of the charity
Garfield Weston Foundation - Main Grants award
£25,000	26/08/2022	Core Costs
National Lottery Community Fund - Community Lunch Club
£10,000	10/12/2021	The Parish Trust in Caerphilly will use £10000 to establish a lunch club for the whole community. The club will provide an opportunity for people to socialise and make friendships create ....more The Parish Trust in Caerphilly will use £10000 to establish a lunch club for the whole community. The club will provide an opportunity for people to socialise and make friendships create volunteering opportunities and for location community organisations to raise awareness of what they do.
National Lottery Community Fund - COVID-19 - BMMR CARE project
£10,000	22/06/2020 12	The Bedwas Machen Michaelston-Y-Fedw & Rudry Parish Trust in Caerphilly will use £10000 to deliver food and prescriptions to people who are isolated or in financial hardship due to COVID-19. ....more The Bedwas Machen Michaelston-Y-Fedw & Rudry Parish Trust in Caerphilly will use £10000 to deliver food and prescriptions to people who are isolated or in financial hardship due to COVID-19. Bydd Ymddiriedolaeth Plwyf Bedwas Machen Michaelston-Y-Fedw & Rudry yng Nghaerffili yn defnyddio £10000 i ddarparu bwyd a phresgripsiynau i bobl sydd wedi'u hynysu neu mewn caledrwydd ariannol oherwydd COVID-19.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

CLLR ELIZABETH MYRA ALDWORTH Appointed: 2024

DIANE ELIZABETH BRIERLEY (Chair) Appointed: 2023

ELIZABETH DOROTHY BLACKER Appointed: 2024

MERYL ANNE HOLT Appointed: 2024

ROSEMARIE ANNETTE LLEWELLYN Appointed: 2019

WAYNE BARNETT Appointed: 2019, Other trusteeship: MOUNTAIN AND MARSH MINISTRY AREA,

Legal constitution

Charity registered in England & Wales on 17/12/2019, number: 1186996

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Paying staff
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
Trustee expenses policy and procedures
Volunteer management

Filing Record

4 returns made; all on time

Main office

The Parish Trust
c/o St. Thomas' Church
Heol yr Ysgol
Trethomas
Caerphilly
CF83 8FL

Objectives

The objects of the CIO are to advance the Christian faith and its principles (religious, moral, and philanthropic) for the public benefit in accordance with the statement of beliefs and practices in the Schedule hereto in the historic geographical parishes of Bedwas, Machen, Michaelston-y-Fedw & Rudry, the principality of Wales, and in such other parts of the United Kingdom or the world as the charity trustees may from time to time think fit and to fulfil such other purposes which are exclusively charitable according to the law of England and Wales and are connected with the vision and ethos of the charity.

Data Sources