Finance Score: 2

Governance Score: 0

Support Score: 6

Strong growth: +2
No PartB

Large volunteers +5
Grant maker support: +1

Overall GiG Score: 8

ABBEY CWMHIR HERITAGE TRUST

To advance the education of the public in the preservation and the historical and cultural importance of Cwmhir Abbey through the provision of information, events, research and continued learning

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
The charity has received 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

Financial issues to consider:

This Charity has changed registration and some of the financial and donation history pertains to the previous entity
A PartB annual return has not been required and so detailed financial information is not available from the online data
There has been a change of accounting period recently, so trends may be hard to determine

Established: 2 years

https://abbeycwmhir.org

cwmhirabbey@gmail.com

01597850098

Charity Commission for England and Wales

Financial Data ?

Income & Spending ?

N.B. data has been adjusted to reflect year end change

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
31/03/23?		£13	£10	£3	n/a	n/a	n/a	n/a	n/a	25
31/10/21		£13	£12	£1	n/a	n/a	n/a	n/a	n/a	50
31/10/20?		£10	£9	£2	n/a	n/a	n/a	n/a	n/a	30
31/10/18	*	£3	£3	£0	£0	£0	£0	n/a	0	0
31/10/17		£1	£1	£0	£0	£0	£0	n/a	0	0
31/10/16	*	£1	£1	£0	£0	£0	£0	n/a	0	0
31/10/15		£1	£1	£0	£0	£0	£0	n/a	0	0
31/10/14	*	£1	£2	£-1	£0	£0	£0	n/a	0	0
31/10/13		£2	£2	£0	£0	£0	£0	n/a	0	0
31/10/12	*	£2	£2	£0	£0	£0	£0	n/a	0	0
31/10/11		£2	£2	£0	£0	£0	£0	n/a	0	0
31/10/10		£3	£3	£0	£0	£0	£0	n/a	0	0
31/10/09		£2	£2	£0	£0	£0	£0	n/a	0	0
31/10/08	*	£3	£3	£0	£0	£0	£0	n/a	0	0
31/10/07	*	£3	£3	£1	£0	£0	£0	n/a	0	0
31/10/06?		£2	£2	£1	£0	£0	£0	n/a	0	0
30/11/05?		£2	£1	£0	£0	£0	£0	n/a	0	0
31/12/04		£2	£1	£1	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Arts/Culture/Heritage/Science
General Charitable Purposes

How it operates

Other charitable activities

Where it operates

Powys,

Who it helps

The General Public/Mankind

Who works here?

Unknown number of employees
25 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 Abbeycwmhir Heritage Trust
£5,500	09/11/2020	#15 Discovering Abbeycwmhir

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

ANGELA SWINDELL Appointed: 2023

DR MELANIE WALTERS Appointed: 2021

JULIAN LOVELL Appointed: 2021, Other trusteeship: SWANSEA AND BRECON DIOCESAN BOARD FOR SOCIAL RESPONSIBILITY,

JACKIE MARRIOTT Appointed: 2021

PHILIP OLIVANT Appointed: 2023

ROGER COWARD Appointed: 2021

SIAN MEREDUDD Appointed: 2021

Legal constitution

Charity registered in England & Wales on 03/12/2021, number: 1196905

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
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

18 returns made; AR18: 126 days late, AR16: 250 days late, AR14: 238 days late, AR12: 228 days late, AR08: 37 days late, AR07: 17 days late,

Recent reorganisation events:

Asset transfer in from ABBEY CWMHIR HERITAGE TRUST on 18/05/2022

Main office

Tyr Ehedydd
Abbeycwmhir
LLANDRINDOD WELLS
Powys
LD1 6PL

Objectives

“TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE PRESERVATION AND THE HISTORICAL AND CULTURAL IMPORTANCE OF CWMHIR ABBEY THROUGH THE PROVISION OF INFORMATION, EVENTS, RESEARCH AND CONTINUED LEARNING”

Data Sources