YMDDIRIEDOLAETH PENLLERGARE - THE PENLLERGARE TRUST
Charity Number: 1082128
Charity reporting is up to date (on time)
Charity overview
Activities - how the charity spends its money
Restoration and regeneration of the historic and cultural landscape of Penllergare Swansea for public benefit
Income and expenditure
Data for financial year ending 31 March 2024
Total income: £452,080
Total expenditure: £620,912
Total income includes £62,958 from 7 government grant(s)
People
9 Trustee(s)
108 Volunteer(s)
Employees with total benefits over £60,000
No employees have total benefits over £60k for this charityFundraising
No information available
Trading
This charity does not have any trading subsidiaries.
Trustee payments
No trustees receive any remuneration, payments or benefits from the charity.
What, who, how, where
What the charity does:
- Education/training
- Arts/culture/heritage/science
- Environment/conservation/heritage
- Economic/community Development/employment
- Recreation
Who the charity helps:
- The General Public/mankind
How the charity helps:
- Provides Human Resources
- Provides Buildings/facilities/open Space
- Provides Services
- Provides Advocacy/advice/information
- Sponsors Or Undertakes Research
- Acts As An Umbrella Or Resource Body
Where the charity operates:
- City Of Swansea
Governance
Registration history:
- 22 August 2000: Standard registration
Organisation type:
Charitable company
Other names:
- YMDDIRIEDOLAETH YR PENLLERGARE - THE PENLLERGARE TRUST (Previous name)
Company number:
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
- 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
- Internal risk management policy and procedures
- 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
- Trustee expenses policy and procedures
- Volunteer management
Land and property:
This charity owns and/or leases land or property
Trustees
Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service
9 Trustee(s)
| Name | Role | Date of appointment | Other trusteeships | Reporting status of other trusteeships | ||||
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| Timothy Andrew James | Trustee | 27 February 2025 |
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| AMANDA ELIZABETH WATKIN WILLIAMS | Trustee | 28 September 2023 |
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| Poppy Alice Brenchley Reynolds | Trustee | 30 July 2021 |
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| Raymond James Butt | Trustee | 01 November 2019 |
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| Dr Ciaran Joseph O'Brien | Trustee | 27 September 2019 |
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| BRIAN RICHARDS | Trustee | 27 November 2015 |
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| JOHN MICHAEL CHILDS | Trustee | 22 January 2014 |
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| PAUL BAKER | Trustee | 06 February 2013 |
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| HELEN THOMAS | Trustee | 04 May 2012 |
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Financial history
Financial period end date
| Income / Expenditure | 31/03/2020 | 31/03/2021 | 31/03/2022 | 31/03/2023 | 31/03/2024 | ||
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Total gross income | £1.62m | £595.51k | £525.58k | £689.39k | £452.08k | |
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Total expenditure | £410.80k | £417.58k | £498.18k | £570.29k | £620.91k | |
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Income from government contracts | N/A | N/A | N/A | N/A | N/A | |
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Income from government grants | £28.23k | £68.19k | £202.72k | £37.32k | £62.96k | |
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Income - Donations and legacies | £95.81k | £183.73k | £26.64k | £131.69k | N/A | |
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Income - Other trading activities | £148.50k | £89.47k | £200.63k | £200.26k | N/A | |
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Income - Charitable activities | £1.35m | £308.31k | £288.06k | £342.23k | N/A | |
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Income - Endowments | £0 | £0 | £0 | £0 | N/A | |
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Income - Investment | £1.80k | £754 | £231 | £455 | N/A | |
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Income - Other | £16.83k | £13.24k | £10.02k | £14.76k | N/A | |
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Income - Legacies | £0 | £0 | £0 | £0 | N/A | |
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Expenditure - Charitable activities | £306.96k | £335.89k | £376.98k | £453.99k | N/A | |
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Expenditure - Raising funds | £103.83k | £81.69k | £121.20k | £116.30k | N/A | |
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Expenditure - Governance | £7.57k | £6.25k | £7.81k | £0 | N/A | |
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Expenditure - Grants institution | £0 | £0 | £0 | £0 | N/A | |
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Expenditure - Investment management | £0 | £0 | £0 | £0 | N/A | |
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Expenditure - Other | £0 | £0 | £0 | £0 | N/A |
Accounts and annual returns
This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
| Title | Reporting year | Date received | Received | Download |
|---|---|---|---|---|
| Annual return | 31 March 2024 | 12 January 2025 | On Time | |
| Accounts and TAR | 31 March 2024 | 12 January 2025 | On Time | Download Open in new window |
| Annual return | 31 March 2023 | 20 January 2024 | On Time | |
| Accounts and TAR | 31 March 2023 | 20 January 2024 | On Time | Download Open in new window |
| Annual return | 31 March 2022 | 13 November 2022 | On Time | |
| Accounts and TAR | 31 March 2022 | 13 November 2022 | On Time | Download Open in new window |
| Annual return | 31 March 2021 | 04 January 2022 | On Time | |
| Accounts and TAR | 31 March 2021 | 04 January 2022 | On Time | Download Open in new window |
| Annual return | 31 March 2020 | 30 January 2021 | On Time | |
| Accounts and TAR | 31 March 2020 | 30 January 2021 | On Time | Download Open in new window |