Finance Score: 0

Governance Score: 6

Support Score: 4

Strong growth: +2
Deficit latest year: -2
No PartB

Good trustee age range: +3
Dynamic board: +3

Overall weighted support: +4

Overall GiG Score: 10

THE BARDSEY ISLAND TRUST LIMITED

The objects of the charity are to preserve, protect and improve, for the benefit of the general public, the natural history,historical, archaeological and religious sites and other amenities of Bardsey Island.The Charity's vision is also for Enlli (Bardsey Island) to continue as the exemplar of Welsh island life that supports a vibrant island community.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of age 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
Income was lower than spending in the latest year

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
31/12/23		£356	£421	£-65	n/a	n/a	n/a	n/a	n/a	n/a
31/12/22		£228	£164	£64	n/a	n/a	n/a	n/a	n/a	n/a
31/12/21		£195	£173	£22	n/a	n/a	n/a	n/a	n/a	n/a
31/12/20		£157	£97	£60	n/a	n/a	n/a	n/a	n/a	n/a
31/12/19		£141	£114	£27	n/a	n/a	n/a	n/a	n/a	n/a
31/12/18	*	£104	£109	£-5	n/a	n/a	n/a	n/a	n/a	n/a
31/12/17		£96	£140	£-45	n/a	n/a	n/a	n/a	n/a	n/a
31/12/16		£90	£95	£-5	n/a	n/a	n/a	n/a	n/a	n/a
31/12/15		£97	£97	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/12/14		£117	£113	£4	n/a	n/a	n/a	n/a	n/a	n/a
31/12/13		£145	£149	£-5	n/a	n/a	n/a	n/a	n/a	n/a
31/12/12		£139	£97	£43	n/a	n/a	n/a	n/a	n/a	n/a
31/12/11		£107	£98	£9	n/a	n/a	n/a	n/a	n/a	n/a
31/12/10		£108	£113	£-4	n/a	n/a	n/a	n/a	n/a	n/a
31/12/09		£126	£97	£28	n/a	n/a	n/a	n/a	n/a	n/a
31/12/08		£103	£89	£13	n/a	n/a	n/a	n/a	n/a	n/a
31/12/07		£127	£94	£33	n/a	n/a	n/a	n/a	n/a	n/a
31/12/06		£83	£76	£7	n/a	n/a	n/a	n/a	n/a	n/a
31/12/05		£89	£86	£3	n/a	n/a	n/a	n/a	n/a	n/a
31/12/04		£122	£115	£8	n/a	n/a	n/a	n/a	n/a	n/a

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Download accounts

Highest pay bracket: less than £60,000

Established: 47 years

www.bardsey.org

post@enlli.org

07904 265604

Charity Commission for England and Wales

Tweets

Listed activities

Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Provides buildings/facilities/open space

Where it operates

Throughout England And Wales,

Who it helps

The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following 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 Bardsey Island Trust Limited (The)
£198,854	30/08/2023	Etifeddiaeth Enlli
National Lottery Heritage Fund - Grant to Bardsey Island Trust
£36,800	07/09/2020	COVID19: Bardsey Island Trust
National Lottery Community Fund - Bardsey Island Up-Skilling Volunteer Courses
£4,105	21/01/2017 12	Bardsey Island Trust, in Gwynedd, will run two week-long pilot schemes for 10 volunteers, providing them with an opportunity to learn a new skill. The grant, of Â£4,105, will fund professional ....more Bardsey Island Trust, in Gwynedd, will run two week-long pilot schemes for 10 volunteers, providing them with an opportunity to learn a new skill. The grant, of Â£4,105, will fund professional worker fees, volunteer travel and food, a mixing droll, plastering tools and building materials.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (12)

Current Trustees appointed

Age Range of Trustees: 31-71

ALUN LLWYD JONES Appointed: 2024, Occupation: Manager

ALWYN EVANS JONES Appointed: 2021, Occupation: Retired

ANGELA JUNE TYNE Appointed: 2019, Occupation: Farmer, Co Secretary & Adminstrator

CHRISTOPHER DERYL ROBERTS Appointed: 2024, Occupation: Consultant

DAVID GIBLIN Appointed: 2024, Occupation: Consultant

DEWI ENSYL LEWIS Appointed: 2024, Occupation: Retired

DILWYN MORGAN Appointed: 2021, Occupation: Councillor

GLYN PHILIP DOVENER OWEN Appointed: 2022, Occupation: Civil Servant

HELEN ELIZABETH WILCOX Appointed: 2018, Occupation: University Professor

JACQUELINE HUGHES-JONES Appointed: 2018, Occupation: Fundraising Manager

LONA WILLIAMS Appointed: 2019, Occupation: Regional Operational Business Partner

SARAH PURDON Appointed: 2022, Occupation: Conservation Officer

Legal constitution

Charitable company registered in England & Wales on 27/01/1978, number: 507153
Registered at Companies House on 15/12/1977, number: 01344364

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR18: 38 days late,

Recent reorganisation events:

Asset transfer in from CARREG TRUST on 12/08/2020

Main office

Bardsey Island Trust
PO Box 79
PWLLHELI
LL53 9AT

Objectives

TO PRESERVE, PROTECT AND IMPROVE FOR THE BENEFIT OF THE GENERAL PUBLIC THE NATURAL HISTORY, HISTORICAL, ARCHAEOLOGICAL AND RELIGIOUS SITES AND OTHER AMENITIES OF BARDSEY ISLAND. (FOR FURTHER DETAILS SEE CLAUSE 3(A) TO (S))

Defined Area of Benefit:

NOT DEFINED

Data Sources

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