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2023-03-31-accounts

ORIEL MYRDDIN

Charity registra�on number: 1197707

Annual Trustees’ Report and Financial Statements for the period 22 January 2022 to 31 March 2023

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Contents

Trustees’ Annual Report .................................................................... 3 10 Statement of financial activities ........................................................ Balance sheet ................................................................................. 11

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Trustees’ Annual Report

The trustees present their report and the account of the charity for the period 28 January 2022 (when the charity was established) to 31 March 2023.

Charity Name: Oriel Myrddin Charity reg number: 1197707 Registered Address: Oriel Myrddin Gallery, Church Lane, Carmarthen SA31 1LH Solicitors: Hugh James Solicitors, Two Central Square, Cardiff, CF10 1FS

Trustees

Councillor Emlyn Schiavone (Chair) Haf Angharad Jones Leefe (Vice Chair) Councillor Alan Speake (resigned July 2023) Councillor Ken Lloyd (resigned July 2023) Sally Moss Helen Louise Morgan Nigel Roberts Neil Confrey (resigned November 2023) Elaine Joyce Cabuts (appointed on 19 January 2024) Benjamin O’Neill (appointed on 19 January 2024)

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Introduc�on & Context

Oriel Myrddin (Reg. 1197707) is a Charitable Incorporated Organisa�on (CIO). Oriel Myrddin CIO was established in January 2022, with the long-term aim of taking over the opera�ons of Oriel Myrddin Trust, an unincorporated charity (charity registra�on number 1031498) which is currently responsible for Oriel Myrddin Gallery on Church Lane, Carmarthen. The Gallery building is owned by Oriel Myrddin Trust, and held by Carmarthenshire County Council as Custodian Trustee.

In 2020, funding was secured for an ambi�ous capital redevelopment scheme – the redevelopment of the original gallery building and renova�on of 2 empty proper�es on King Street (owned by Carmarthenshire County Council) which will be joined onto the gallery, crea�ng addi�onal spaces for learning and par�cipa�on, and for commercial ac�vity including a shop and café. The capital works will start in 2023/24 with the aim of the Gallery reopening in April 2025.

At the point of reopening, the CIO will take responsibility for the opera�on of the redeveloped Gallery and all associated ac�vity.

Capital funding for the redevelopment has been secured from Carmarthenshire County Council (£2m) and Arts Council Wales (1m). The capital redevelopment is being managed by Carmarthenshire County Council, on behalf of Oriel Myrddin Trust.

Oriel Myrddin Trust receives annual revenue funding from Arts Council Wales and Carmarthenshire County Council. When the Gallery reopens in 2025, the CIO will receive this revenue funding as the opera�onal body.

Objec�ves & Ac�vi�es

The following vision and mission and aims and objec�ves are the same as Oriel Myrddin Trust, and it is these that guide and influence of the two charitable organisa�on in their short and long-term ac�vity.

Vision: We strongly believe in learning through making…

“A world where the value of cra�smanship, skill and ingenuity is appreciated and obtainable by everyone”.

Mission: “To support a crea�ve environment where we can all pursue contemporary ideas through a unique and culturally diverse programme of cra�smanship in its widest defini�on of ar�s�c skill, thought and imagina�on”

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Aims:

Values:

To deliver on the vision we have established a series of key objec�ves which are set out below.

  1. development, by offering exhibi�ons of the highest quality, which celebrate materials and process.

  2. a. applied art exhibi�ons

  3. b. To maximise space, access, and resources to provide exemplary exhibi�on experiences

  4. c. infrastructure of Wales

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  1. To engage with Welsh and interna�onal ar�sts, touring exhibi�ons outside Wales and bringing the highest quality work from the UK and beyond to its communi�es and across Wales

  2. a. To create rela�onships across Wales and interna�onally with individual ar�sts and ar�st networks.

  3. b. exhibi�ng work by Welsh and interna�onal ar�sts.

  4. c. To be a champion and launch-pad for emerging Welsh ar�sts na�onally and interna�onally.

  5. d. To encourage and invite interna�onal ar�sts to exhibit their work in Wales and engage with communi�es across Wales.

  6. To educate and engage with a wide variety of communi�es, always with reference to its core exhibi�on programme to raise quality and ambi�on.

  7. a. To present a programme of talks and events that supports accessibility and interpreta�on.

  8. b. To provide workshop and learning opportuni�es that develops the skills and understanding of fine and applied art for all ages.

  9. c. To engage with educa�on and learning ins�tu�ons across the region to experience learning and par�cipatory engagement with ar�sts, exhibi�ons, and contemporary art.

  10. d. To grow and expand the reach of learning opportuni�es to the community in par�cular young people, elderly and social deprived.

  11. think, experience and most importantly enjoy.

  12. a. To provide space, �me, and resources for local ar�sts to meet and network.

  13. b. To present talks and seminars which challenge and inform.

  14. c. To provide opportunity for response and feedback in all public spaces.

  15. d. To be open and accessible to all the community.

  16. To secure a viable and sustainable future for Oriel Myrddin Gallery

  17. a. To ensure good governance and management

  18. b. To maintain and develop rela�onships with CCC and ACW to secure ongoing funding.

  19. c. To maximise retail, catering, hire and event income.

  20. d. To diversify income streams by developing entrepreneurial opportuni�es.

  21. e. and return on investment.

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Structure, Governance & Management

The charity is governed by its Cons�tu�on. The governing body of the charity is the Board of Trustees. The Board of Trustees is responsible for the overall governance of the charity. Trustees are recruited for their exper�se and experience; a skills audit is conducted annually.

The Board currently consists of 7 trustees, which can be increased to a maximum of 12. Trustee appointments are for a term of up to three years and a trustee may ordinarily serve a maximum of two terms. Carmarthenshire County Council can nominate a maximum of 2 trustees. There must be at least 3 trustees at any one �me, with a minimum of 2 independent trustees.

We are ac�vely working on trustee succession planning, to ensure the needs of the organisa�on are met and to enable a Board of diverse skills and backgrounds to be maintained and developed.

The Board meets at least once every quarter. The Board elects a Chair for a term of up to three years, which may be renewed once.

Ac�vi�es in 2022/23

Ac�vity during 2022/23 focused on resolving the legal maters rela�ng to the capital development and the rela�onship between all the key stakeholders, namely Oriel Myrddin Trust and Oriel Myrddin CIO as the charitable bodies responsible for the Gallery, and Carmarthenshire County Council and Arts Council Wales as the funding bodies.

A Heads of Terms agreement has been prepared which outlines the responsibility of each stakeholder, the �meline, and the list of legal agreements that each stakeholder will be required to sign up to at various points in the process, including lease agreements for the proper�es which will make up the redeveloped Gallery. The Heads of Terms were agreed and signed in August 2023.

Oriel Myrddin CIO received independent legal advice from Hugh James Solicitors in rela�on to these legal agreements.

Financial Review

have its own funds or assets, or any sources of income. During 2024, the trustees intend to secure a bank account and appoint independent

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accountants through an open process, in prepara�on for taking over the opera�ons in 2025.

Reserves Policy

The charity does not currently have a reserves policy as it doesn’t have any reserves yet. A policy will be discussed and agreed by the trustees in 2024.

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Statement of Trustees' Responsibilities

The trustees are responsible for preparing the Trustees' Report and the financial statements in accordance with applicable law and United Kingdom Accoun�ng Standards including Financial Repor�ng Standard 102: The Financial Repor�ng Standard applicable in the UK and Republic of Ireland (United Kingdom Generally Accepted Accoun�ng Prac�ce).

The law applicable to chari�es in England & Wales requires the trustees to prepare financial statements for each financial year which give a true and fair view of the state of affairs of the charity and group and of the income and expenditure of the charity and group for that period. In preparing these financial statements, the trustees are required to:

disclose with reasonable accuracy at any �me the financial posi�on of the charity and enable them to ensure that the financial statements comply with the Chari�es Act 2011, the Charity (Accounts and Reports) Regula�ons 2008 and the provisions of the cons�tu�on. They are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the preven�on and detec�on of fraud and other irregulari�es.

This report was approved by the Board of Trustees on 19[th] April 2024 and signed on their behalf by:

Emlyn Schiavone (Chair of the Board of Trustees)

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Oriel Myrddin Oriel Myrddin Oriel Myrddin 1197707
Annual accounts for theperiod
Period start date 28/01/2022 To Period end
date
31/03/2023
Section A Statement of financial activities
Recommended categories by
activity
Guidance Notes
Incoming resources (Note 3)
Income and endowments from:
Donations and legacies
S01
Charitable activities
S02
Other trading activities
S03
Investments
S04
Separate material item of income
S05
Other
S06
S07
Resources expended (Note 6)
Expenditure on:
Raising funds
S08
Charitable activities
S09
Separate material item of expense
S10
Other
S11
S12
S13
Net gains/(losses) on investments
S14
S15
Extraordinary items
S16
S17
S18
Other gains/(losses)
S19
S20
Reconciliation of funds:
S21
S22
1
Total
Net movement in funds
Total funds brought forward
Total funds carried forward
Total
Net income/(expenditure) before investment
gains/(losses)
Net income/(expenditure)
Transfers between funds
Other recognised gains/(losses):
Gains and losses on revaluation of fixed assets for the charity’s own use
Unrestricted
funds
Restricted
income
funds
Endowment
funds
Total funds
Prior year
funds
£
£
£
£
£
F01
F02
F03
F04
F05
0 0 0 0 0
0 0 0 0 0
0 0 0 0 0
0 0 0 0
0 0 0 0 0
0 0 0 0 0
0 0 0 0 0
0 0 0 0 0
0 0 0 0 0
0 0 0 0 0
0 0 0 0 0
0 0 0 0 0
0 0 0 0 0
0 0 0 0 0
0 0 0 0 0
0 0 0 0 0
0 0 0 0 0
0 0 0 0 0
0 0 0 0 0
0 0 0 0 0
0 0 0 0 0
0 0 0 0 0

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Section B Balance sheet

Fixed assets
Intangible assets
Tangible assets
Heritage assets
Investments
Total fixed assets
Current assets
Stocks
Debtors
Investments
Cash at bank and in hand
Total current assets
Creditors: amounts falling due within one year
Net current assets/(liabilities)
Total assets less current liabilities
Creditors: amounts falling due after one year
Provisions for liabilities
Total net assets or liabilities
Funds of the Charity
Endowment funds
Restricted income funds
Unrestricted funds
Revaluation reserve
Total funds
Signed by one or two trustees on behalf of all the trustees
Guidance Notes
B01
B02
B03
B04
B05
B06
B07
B08
B09
B10
B11
B12
B13
B14
B15
B16
B17
B18
B19
B20
B21
Unrestricted
funds
Restricted
income
funds
Endowment
funds
Total this
year
Total last
year
£
£
£
£
£
F01
F02
F03
F04
F05
Unrestricted
funds
Restricted
income
funds
Endowment
funds
Total this
year
Total last
year
£
£
£
£
£
F01
F02
F03
F04
F05
Unrestricted
funds
Restricted
income
funds
Endowment
funds
Total this
year
Total last
year
£
£
£
£
£
F01
F02
F03
F04
F05
Unrestricted
funds
Restricted
income
funds
Endowment
funds
Total this
year
Total last
year
£
£
£
£
£
F01
F02
F03
F04
F05
Unrestricted
funds
Restricted
income
funds
Endowment
funds
Total this
year
Total last
year
£
£
£
£
£
F01
F02
F03
F04
F05
0 0 0 0 0
0 0 0 0 0
0 0 0 0 0
0 0 0 0 0
0 0 0 0 0
0 0 0 0 0
0 0 0 0 0
0 0 0 0 0
0 0 0 0 0
0 0 0 0 0
0 0 0 0 0
0 0 0 0 0
0 0 0 0 0
0 0 0 0 0
0 0 0 0 0
0 0 0 0 0
0 0 0
0 0 0
0 0 0
0
0 0 0 0 0
Signature Print Name Date of
approval
dd/mm/yyyy

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