CCEW Charity Commission profile

MONTGOMERY INSTITUTE

Registered charity 1113442 · organisation 4019894

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Other
Registered
27 March 2006
Removed
Not supplied
Financial period
1 January 2025 – 31 December 2025
Latest income
£11,481
Latest expenditure
£8,729
Gift Aid
No
Owns or uses land
Yes
In administration
No
Insolvent
No
CIO
No

Public contact address: MONTGOMERY INSTITUTE, ARTHUR STREET, MONTGOMERY, SY15 6RA

Website recorded by the regulator: montgomeryinstitute.uk (displayed as text)

02 Activities

What the charity does

Maintain and operate a building containing two multi purpose rooms for use by various organisations and clubs, a dedicated snooker club, a lending library staffed entirely by volunteers and a visitors information centre.

03 Official extract

Charity Annual Return History

Fin Period Start Date
1 January 2025
Fin Period End Date
31 December 2025
Ar Cycle Reference
AR25
Reporting Due Date
31 October 2026
Date Annual Return Received
30 October 2026
Total Gross Income
£11,481
Total Gross Expenditure
£8,729
Fin Period Start Date
1 January 2024
Fin Period End Date
31 December 2024
Ar Cycle Reference
AR24
Reporting Due Date
31 October 2025
Date Annual Return Received
14 October 2025
Total Gross Income
£14,801
Total Gross Expenditure
£7,640
Fin Period Start Date
1 January 2023
Fin Period End Date
31 December 2023
Ar Cycle Reference
AR23
Reporting Due Date
31 October 2024
Date Annual Return Received
25 October 2024
Total Gross Income
£20,375
Total Gross Expenditure
£9,564
Fin Period Start Date
1 January 2022
Fin Period End Date
31 December 2022
Ar Cycle Reference
AR22
Reporting Due Date
31 October 2023
Date Annual Return Received
6 October 2023
Total Gross Income
£8,537
Total Gross Expenditure
£14,394
Fin Period Start Date
1 January 2021
Fin Period End Date
31 December 2021
Ar Cycle Reference
AR21
Reporting Due Date
31 October 2022
Date Annual Return Received
26 October 2022
Total Gross Income
£5,621
Total Gross Expenditure
£4,580

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR25
Fin Period Start Date
1 January 2025
Fin Period End Date
31 December 2025
Ar Due Date
31 October 2026
Ar Received Date
30 October 2026
Total Gross Income
£11,481
Total Gross Expenditure
£8,729
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Count Volunteers
12
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 January 2024
Fin Period End Date
31 December 2024
Ar Due Date
31 October 2025
Ar Received Date
14 October 2025
Total Gross Income
£14,801
Total Gross Expenditure
£7,640
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Count Volunteers
12
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 January 2023
Fin Period End Date
31 December 2023
Ar Due Date
31 October 2024
Ar Received Date
25 October 2024
Total Gross Income
£20,375
Total Gross Expenditure
£9,564
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£3
Income From Government Grants
£9,150
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Count Volunteers
12

05 Official extract

Charity Area Of Operation

Geographic Area Type
Local Authority
Geographic Area Description
Powys
Welsh Ind
Yes

06 Official extract

Charity Classification

Classification Code
101
Classification Type
What
Classification Description
General Charitable Purposes
Classification Code
117
Classification Type
What
Classification Description
Other Charitable Purposes
Classification Code
116
Classification Type
What
Classification Description
Recreation
Classification Code
206
Classification Type
Who
Classification Description
Other Defined Groups
Classification Code
102
Classification Type
What
Classification Description
Education/training
Classification Code
205
Classification Type
Who
Classification Description
Other Charities Or Voluntary Bodies
Classification Code
309
Classification Type
How
Classification Description
Acts As An Umbrella Or Resource Body
Classification Code
202
Classification Type
Who
Classification Description
Elderly/old People
Classification Code
305
Classification Type
How
Classification Description
Provides Buildings/facilities/open Space
Classification Code
306
Classification Type
How
Classification Description
Provides Services
Classification Code
201
Classification Type
Who
Classification Description
Children/young People
Classification Code
112
Classification Type
What
Classification Description
Environment/conservation/heritage
Classification Code
107
Classification Type
What
Classification Description
Accommodation/housing
Classification Code
310
Classification Type
How
Classification Description
Other Charitable Activities
Classification Code
207
Classification Type
Who
Classification Description
The General Public/mankind
Classification Code
109
Classification Type
What
Classification Description
Arts/culture/heritage/science
Classification Code
110
Classification Type
What
Classification Description
Amateur Sport

07 Official extract

Charity Event History

Charity Name
MONTGOMERY INSTITUTE
Charity Event Order
1
Event Type
Standard registration
Date Of Event
2006-03-27T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description
CONSTITUTION ADOPTED 8 MARCH 2005 AS AMENDED 27 FEBRUARY 2006
Charitable Objects
TO PROMOTE FOR THE BENEFIT OF THE INHABITANTS OF MONTGOMERY, POWYS AND THE SURROUNDING AREA THE PROVISION OF FACILITIES FOR RECREATION OR LEISURE TIME OCCUPATION OF INDIVIDUALS WHO HAVE NEED OF SUCH FACILITIES BY REASON OF THEIR YOUTH, AGE, INFIRMITY OR DISABLEMENT, FINANCIAL HARDSHIP OR SOCIAL AND ECONOMIC CIRCUMSTANCES OR FOR THE PUBLIC AT LARGE IN THE INTERESTS OF SOCIAL WELFARE AND WITH THE OBJECT OF IMPROVING THE CONDITION OF LIFE OF THE SAID INHABITANTS
Area Of Benefit
MONTGOMERY, POWYS AND THE SURROUNDING AREA

09 Official extract

Charity Policy

Policy Name
Financial reserves policy and procedures
Policy Name
Risk management
Policy Name
Serious incident reporting policy and procedures
Policy Name
Internal risk management policy and procedures
Policy Name
Volunteer management
Policy Name
Internal charity financial controls policy and procedures
Policy Name
Complaints policy and procedures
Policy Name
Investment
Policy Name
Complaints handling
Policy Name
Conflicting interests