Finance Score: -1

Governance Score: 6

Support Score: 1

Spending declining: -1
No PartB

Good trustee age range: +3
Gender balanced board: +3

Grant maker support: +1

Overall GiG Score: 6

WEST WALES ACTION FOR MENTAL HEALTH

Working together with service users, carers, voluntary organisations, statutory providers and commissioners to improve the standards of mental health throughout West Wales. Has helped to develop projects for self help groups, drop in services, befriending schemes, housing, employment, carer and user groups, advocacy and patient's councils

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent 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 gender

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending is declining

Established: 29 years

www.wwamh.org.uk

andrea@wwamh.org.uk

01267245572

Charity Commission for England and Wales

Tweets

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23	*	£241	£231	£10	n/a	n/a	n/a	n/a	n/a	25
31/03/22		£242	£232	£11	n/a	n/a	n/a	n/a	n/a	10
31/03/21		£272	£234	£38	n/a	n/a	n/a	n/a	n/a	10
31/03/20		£296	£266	£30	n/a	n/a	n/a	n/a	n/a	10
31/03/19		£281	£280	£1	n/a	n/a	n/a	n/a	n/a	10
31/03/18		£262	£295	£-33	£0	£0	£0	n/a	0	0
31/03/17		£323	£373	£-50	£0	£0	£0	n/a	0	0
31/03/16		£339	£340	£0	£0	£0	£0	n/a	0	0
31/03/15		£286	£345	£-59	£0	£0	£0	n/a	0	0
31/03/14		£301	£303	£-2	£0	£0	£0	n/a	0	0
31/03/13		£286	£249	£37	£0	£0	£0	n/a	0	0
31/03/12		£270	£268	£2	£0	£0	£0	n/a	0	0
31/03/11		£264	£234	£30	£0	£0	£0	n/a	0	0
31/03/10		£261	£241	£20	£0	£0	£0	n/a	0	0
31/03/09		£253	£249	£4	£0	£0	£0	n/a	0	0
31/03/08		£259	£255	£4	£0	£0	£0	n/a	0	0
31/03/07	*	£267	£271	£-5	£0	£0	£0	n/a	0	0
31/03/06	*	£295	£308	£-13	£0	£0	£0	n/a	0	0
31/03/05		£280	£272	£9	£0	£0	£0	n/a	0	0
31/03/04	*	£240	£230	£10	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Listed activities

Amateur Sport
Arts/Culture/Heritage/Science
Disability
Economic/Community Development/Employment
Education/Training
General Charitable Purposes
The Advancement Of Health Or Saving Of Lives

How it operates

Acts as an umbrella or resource body
Provides advocacy/advice/information
Provides human resources
Provides services

Where it operates

Carmarthenshire, Ceredigion, Pembrokeshire,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities
The General Public/Mankind

Who works here?

Unknown number of employees
25 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant 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 Community Fund - Connections
£9,995	06/03/2018 12	Connections
National Lottery Heritage Fund - Grant to West Wales Action for Mental Health
£55,500	25/02/2016	Discovery - the forgotten memories of the asylum (History of St David's Hospital project)
Lloyds Bank Foundation - Grant to West Wales Action for Mental Health
£15,000	11/11/2015 12	the salary of a Quality Assurance and Funding Officer.
Lloyds Bank Foundation - Grant to West Wales Action for Mental Health
£21,800	19/09/2011	the salary of a part-time Pembrokeshire Development Worker (service user involvement work)

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Age Range of Trustees: 39-76

CARA JANE YOUNG Appointed: 2022, Occupation: Solicitor

ERIC MICHAEL DAYMOND Appointed: 2011, Occupation: Business Consultant

ELIZABETH WILKINSON Appointed: 2019, Occupation: Retired

KATIE BOWEN Appointed: 2015, Occupation: Unemployed

MARGARET ANN ROBINSON Appointed: 2013, Occupation: Retired

ROBERT BRIAN BAMFORTH (Chair) Appointed: 2013, Occupation: Business Consultant, Other trusteeship: CARMARTHENSHIRE WATER SAFETY PARTNERSHIP,

Legal constitution

Charitable company registered in England & Wales on 21/03/1995, number: 1045123
Registered at Companies House on 08/03/1995, number: 03030938

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

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
Investing charity funds 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

Filing Record

20 returns made; AR23: 28 days late, AR07: 1 days late, AR06: 76 days late, AR04: 68 days late,

Main office

CAVS
THE MOUNT
18 QUEEN STREET
CARMARTHEN
CARMS
SA31 1JT

Objectives

TO PROMOTE AND PROTECT MENTAL HEALTH AND ASSIST THOSE SUFFERING FROM MENTAL HEALTH CONDITIONS OR OTHERWISE REQUIRING ADVICE OR TREATMENT IN DYFED BY (BUT NOT LIMITED TO)PROVIDING AND ASSISTING IN THE PROVISION OF SUPPORT, TREATMENT, ADVICE, TRAINING AND SUCH OTHER SERVICES AS THE TRUSTEES MAY DETERMINE FROM TIME TO TIME.

Defined Area of Benefit:

COUNTY OF DYFED

Data Sources