Finance Score: -4
Governance Score: 2
Support Score: 0
  • Accounts filed more than 5 days late: -2 times
  • Multiple Deficits: -2
  • No PartB
  • 12+ Trustees: -1
  • Gender balanced board: +3
  • No supporters identified
Overall GiG Score: -2 ?

CYMDEITHAS HANES TEULUOEDD POWYS/POWYS FAMILY HISTORY SOCIETY

To promote, for the benefit and education of the public, the study of genealogy, family history and local history, with particular reference to the County of Powys; and to promote the preservation, security and accessability of library and archival materials.
Analysis by Giving is Great

Positives:

  • The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

  • There are 13 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

  • A PartB annual return has not been required and so detailed financial information is not available from the online data
  • Accounts have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended
  • On several occasions in recent years income has been less than spending

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
31/07/23*£5£6£-1n/an/an/an/an/an/a
31/07/22£5£6£-1n/an/an/an/an/an/a
31/07/21£5£5£0n/an/an/an/an/an/a
31/07/20£5£6£-1n/an/an/an/an/an/a
31/07/19*£5£6£-1n/an/an/an/an/an/a
31/07/18*£5£5£0n/an/an/an/an/an/a
31/07/17£7£7£0n/an/an/an/an/an/a
31/07/16£7£7£0n/an/an/an/an/an/a
31/07/15£6£6£0n/an/an/an/an/an/a
31/07/14£10£8£3n/an/an/an/an/an/a
31/07/13£8£7£1n/an/an/an/an/an/a
31/07/12£8£7£1n/an/an/an/an/an/a
31/07/11£13£13£-1n/an/an/an/an/an/a
31/07/10£13£14£-1n/an/an/an/an/an/a
31/07/09*£14£12£1n/an/an/an/an/an/a
31/07/08£17£14£2n/an/an/an/an/an/a
31/07/07£14£13£1n/an/an/an/an/an/a
31/07/06£14£14£0n/an/an/an/an/an/a
31/07/05*£19£20£-1n/an/an/an/an/an/a

Highest pay bracket: less than £60,000
Established: 43 years

http://www.powysfhs.org.uk

philbufton@hotmail.com

01432355723

Charity Commission for England and Wales
UN SDGs
?
Listed activities
  • Education/Training
  • Environment/Conservation/Heritage
GiG Classification
  • Museums, parks, historical sites
How it operates
  • Provides advocacy/advice/information
  • Sponsors or undertakes research
Where it operates
  • Throughout England And Wales,
Who it helps
  • The General Public/Mankind

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (13)
Current Trustees appointed
Gender Split

  • ANGELA VERITY JONES Appointed: 2011
  • ANNIE OWEN Appointed: 2017
  • BARBARA LLOYD Appointed: 2017
  • CATHERINE PHILLIPS-DAVIES Appointed: 2023
  • HEATHER BUFTON
  • JENNIFER ANN LEWIS Appointed: 2011
  • JENNY CAINES Appointed: 2015
  • JONATHAN HARRY DAVIES Appointed: 2023
  • KEITH WILLIAMS Appointed: 2013
  • MALCOLM JONES Appointed: 2011
  • MARTIN RICHARD JONES
  • PHILIP GEOFFREY THOMAS BUFTON
  • SHEILA LEITCH Appointed: 2017
Legal constitution
  • Charity registered in England & Wales on 25/09/1981, number: 511875
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
  • Complaints handling
  • Conflicting interests
  • Risk management
  • Safeguarding vulnerable beneficiaries
  • Volunteer management
Filing Record
19 returns made; AR23: 74 days late, AR19: 169 days late, AR18: 27 days late, AR09: 7 days late, AR05: 349 days late,
Main office

3 CAGEBROOK AVENUE
HEREFORD
HR2 7AS

Objectives

TO PROMOTE FOR THE BENEFIT AND EDUCATION OF THE PUBLIC THE STUDY OF GENEALOGY AND FAMILY AND LOCAL HISTORY IN THE COUNTY OF POWYS. (FOR FURTHER DETAILS SEE CLAUSE 4 OF THE CONSTITUTION)

Defined Area of Benefit:

COUNTY OF POWYS

Data Sources

Charity Commission for England and Wales

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