Finance Score: -1
Governance Score: -1
Support Score: 6
  • Reasonable growth: +1
  • Deficit latest year: -2
  • Mainly female board: -1
  • Overall weighted support: +6
Overall GiG Score: 4 ?

PEMBROKESHIRE CARE SOCIETY

Pembrokeshire Care Society strives to assist all homeless persons or those threatened with homelessness with advice, assistance and advocacy to enable them to secure/maintain safe and affordable accommodation, thus alleviating the stress which can lead to other social related problems.
Analysis by Giving is Great

Positives:

  • There has been reasonable growth in spending over the last 3 years relative to the previous period
  • A significant proportion of recent income was derived from major grant makers including the Government

Regulatory & Governance issues to consider:

  • This charity is not recognised by HMRC for Gift Aid according to its latest published return
  • The Board is predominantly female

Financial issues to consider:

  • 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
31/03/23£900£1,007£-107£0£891£7549360
31/03/22£840£752£88£0£998£85313.6280
31/03/21£665£579£85£0£910£78816.3240
31/03/20£700£687£13£0£825£71112.4250
31/03/19£670£657£13£0£812£70212.8270
31/03/18£619£609£11£0£799£72414.3250
31/03/17£594£556£38£0£788£72915.7290
31/03/16£647£569£78£0£757£70414.8210
31/03/15£625£518£107£9£678£64314.9210
31/03/14£588£512£75£9£572£53912.6210
31/03/13£567£487£80£7£496£46611.5240
31/03/12£511£454£57£7£416£3729.8190
31/03/11£485£426£59n/an/an/an/an/an/a
31/03/10£438£394£44n/an/an/an/an/an/a
31/03/09£387£351£37n/an/an/an/an/an/a
31/03/08£356£317£39n/an/an/an/an/an/a
31/03/07£259£250£8n/an/an/an/an/an/a
31/03/06£246£228£18n/an/an/an/an/an/a
31/03/05£240£229£10n/an/an/an/an/an/a
31/03/04£227£221£6n/an/an/an/an/an/a

Financial Ratios
Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 21%
Liabilities/Income: 27%
Unrestricted Funds/Total Funds: 85%
Reserves/Spending: 9 months
Net Current Assets/Spending: 6 months
Quick Ratio: 3.4
Asset Split ?
Balance Sheet History
Established: 29 years

www.pembrokeshirecaresociety.org.uk

pcs@pembrokeshirecaresociety.org.uk

01437765335

Charity Commission for England and WalesCompanies House
UN SDGs
?
Listed activities
  • Accommodation/Housing
  • Education/Training
  • The Prevention Or Relief Of Poverty
GiG Classification
  • Shelter for homeless, vulnerable & excluded people
How it operates
  • Provides advocacy/advice/information
  • Provides services
Where it operates
  • Pembrokeshire,
Who it helps
  • Other Defined Groups

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
Postcode Community Trust - Millionaire Street 2023 10w1
£40,000 20/10/2023
Funding facilitated a part time counsellor to help with the expansion of the counselling service.
National Lottery Community Fund - HEH Pembrokeshire
£49,375 30/03/2021
5
Through The National Lottery Community Fund’s Helping End Homelessness programme Pembrokeshire Care Society has received a £49375 grant to develop plans for two Foyers across Pembrokeshire. They hope to develop the Foyers increase local provision ....more
National Lottery Community Fund - Pathway Lettings Development
£9,665 18/03/2020
1
Pembrokeshire Coast National Park Authority will use the grant to run workshops that will encourage children to connect with their environment and art. £2,500 will fund workshop materials, staff costs and publicity

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)
Current Trustees appointed
Gender Split
Based on 7/8 persons

Age Range of Trustees: 56-84
  • ANNMARIA THOMAS (Chair) Appointed: 2016, Occupation: Retired
  • DR ADILA KHAN Appointed: 2023, Occupation: Lecturer
  • GERALDINE MORGAN Appointed: 2011, Occupation: Retired
  • JOANNA DAVIES Appointed: 2013, Occupation: None
  • JACQUELINE HEATHER WORDSWORTH Appointed: 2020, Occupation: Retired
  • LINDA BOWDEN Appointed: 2019, Occupation: Unemployed
  • MICHELLE REES Appointed: 2022, Occupation: Retired
  • PAUL LUCAS Appointed: 2013, Occupation: Chartered Surveyor
Legal constitution
  • Charitable company registered in England & Wales on 24/07/1995, number: 1048218
  • Registered at Companies House on 30/05/1995, number: 03062605
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
  • Investment
  • 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
Filing Record
20 returns made; all on time
Main office

Pembrokeshire Care Society
5-7 Picton Place
Haverfordwest
SA61 2LE

Objectives

TO RELIEVE THE EFFECTS OF POVERTY, HOUSING PROBLEMS (EG FINANCIAL MANAGEMENT, INADEQUATE/SUBSTANDARD ACCOMMODATION, SETTING UP AND MAINTAINING TENANCIES AND OTHER RELATED ISSUES INCLUDING ADVOCATING WITH COURTS, LANDLORDS, STATUTORY DEPARTMENTS, HEALTH PROFESSIONALS AND OTHER ORGANISATIONS) AND HOMELESSNESS ON INDIVIDUALS AND FAMILIES WHO PRESENT TO THE CHARITY FOR ASSISTANCE TO PROMOTE THE STUDY, RESEARCH AND CAMPAIGNING INTO ALL ASPECTS AND METHODS OF RELIEVING AND/OR PREVENTION OF THE EFFECTS OF POVERTY, HOUSING PROBLEMS AND HOMELESSNESS TO RAISE AWARENESS AND EDUCATE THE PUBLIC REGARDING THE EFFECTS OF POVERTY, HOUSING NEED AND HOMELESSNESS ON INDIVIDUALS AND FAMILIES THROUGH ACTIVITIES SUCH AS CONSULTATION WORK, REPORTING, ADVERTISING, PRESENTATIONS TO LOCAL AND NATIONAL GROUPS AND INFORMATION SESSIONS IN SCHOOLS.

Defined Area of Benefit:

PEMBROKESHIRE

Data Sources

Charity Commission for England and Wales
360 Giving

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