Finance Score: -3

Governance Score: 9

Support Score: 6

Volatile income: -3

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

Grant maker support: +6

Overall GiG Score: 12

LEARNING DISABILITY WALES - ANABLEDD DYSGU CYMRU

We work to strengthen;- the voice,rights and status of children,young people and adults with a learning disability- the ability of parents, carers and families to make a positive contribution- promote a range of person centred services for children and adults - ensure LDW sets a good example in the way it is runThrough our services we provide direct support to children and adults.

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 and dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
Over half the Board have joined recently

Financial issues to consider:

Income has been volatile recently

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		£1,897	£1,796	£101	£0	£731	£726	4.8	17	71
31/03/22		£2,779	£2,662	£117	£0	£631	£609	2.7	15	47
31/03/21		£2,266	£2,139	£126	£0	£514	£514	2.9	20	38
31/03/20		£2,524	£2,439	£85	£0	£387	£387	1.9	13	32
31/03/19		£1,976	£1,997	£-21	£0	£302	£231	1.4	13	1
31/03/18		£2,009	£2,002	£6	£0	£323	£214	1.3	13	0
31/03/17	*	£2,227	£2,151	£75	£0	£317	£234	1.3	13	0
31/03/16	*	£545	£599	£-55	£0	£242	£233	4.7	15	0
31/03/15		£660	£698	£-37	£9	£297	£266	4.6	13	0
31/03/14		£792	£710	£82	£6	£334	£280	4.7	13	0
31/03/13		£697	£680	£17	£6	£252	£178	3.2	14	0
31/03/12		£765	£735	£30	£8	£235	£168	2.7	15	0
31/03/11	*	£623	£558	£64	£4	£205	£178	3.8	13	0
31/03/10		£551	£558	£-7	£6	£141	£131	2.8	13	0
31/03/09		£609	£730	£-121	£6	£196	£110	1.8	15	0
31/03/08		£745	£750	£-5	£11	£317	£166	2.7	20	0
31/03/07		£630	£625	£5	£0	£323	£215	4.1	19	0
31/03/06		£632	£545	£87	£0	£0	£0	n/a	0	0
31/03/05	*	£446	£383	£63	£0	£0	£0	n/a	0	0
31/03/04		£617	£529	£89	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 4%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 15%
Liabilities/Income: 7%
Unrestricted Funds/Total Funds: 99%
Reserves/Spending: 4.8 months
Net Current Assets/Spending: 5 months
Quick Ratio: 6.1

Asset Split ?

Established: 27 years
(35 years as a company)

www.ldw.org.uk

enquiries@ldw.org.uk

029 20681160

Charity Commission for England and Wales

Tweets

Listed activities

Disability

GiG Classification

Services for people with disabilities

How it operates

Acts as an umbrella or resource body
Provides advocacy/advice/information
Sponsors or undertakes research

Where it operates

Throughout Wales,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies
Other Defined Groups
People With Disabilities

Who works here?

17 employees
71 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
Lloyds Bank Foundation - One off gift towards cost of living crisis to Learning Disability Wales
£2,250	14/12/2022	One off gift to support with the cost of living crisis
Lloyds Bank Foundation - Grant to Learning Disability Wales
£50,000	20/10/2021 24	Unrestricted grant over two years towards the core costs of Learning Disability Wales
National Lottery Community Fund - Ffrindiau Gigiau - Lleisiau Coll - Missing Voices
£9,987	02/05/2018 12	Project Summary :_x000D_ Learning Disability Wales in Cardiff will use the grant to raise awareness for the issues faced by people with learning disabilities, and launch Gig Buddies; a befriending ....more Project Summary :_x000D_ Learning Disability Wales in Cardiff will use the grant to raise awareness for the issues faced by people with learning disabilities, and launch Gig Buddies; a befriending scheme matching socially isolated people with learning disabilities with volunteers who enjoy the same music or cultural activities._x000D_ What Money is for :_x000D_ This grant for £9,987 will fund development and rehearsal costs, performance of main intervention, two small intervention performances, production, logistics and support for actors, and launch gig costs.
Lloyds Bank Foundation - Grant to Learning Disability Wales
£17,100	29/03/2011	the salary of a part-time Transitions Advocate Worker for the Life Options project including travel, office costs, supervision and project management

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Age Range of Trustees: 25-64

ALBERT LEWIS Appointed: 2021, Occupation: Head Of School For Vocational Access

ANGHARAD WILLIAMS Appointed: 2023, Occupation: None

CLAIRE HIGGINS Appointed: 2023, Occupation: Chief Executive

JAMES DONALDSON Appointed: 2021, Occupation: Education

RHIAN JONES Appointed: 2023, Occupation: Chief Executive Officer

RICHARD COX Appointed: 2023, Occupation: None

SANA TABASSUM SHAIKH Appointed: 2023, Occupation: None

JOSEPH GRAHAM POWELL Appointed: 2021, Occupation: Chief Executive Officer, Other trusteeship: THE BRITISH INSTITUTE OF HUMAN RIGHTS,

LAURA WHITE Appointed: 2019, Occupation: Community Project Director

RAMONA MURRAY Appointed: 2023, Occupation: None, Other trusteeship: CONWY CONNECT FOR LEARNING DISABILITIES,

STEPHEN COX (Chair) Appointed: 2023, Occupation: Deputy Chief Executive

ALISON HABERSTRAW Appointed: 2019, Occupation: Assistant Director, Other trusteeship: Pobl Trust,

Legal constitution

Charitable company registered in England & Wales on 16/06/1997, number: 1062858
Registered at Companies House on 07/12/1988, number: 02326324

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; AR17: 1 days late, AR16: 1 days late, AR11: 2 days late, AR05: 15 days late,

Main office

41
LAMBOURNE CRESCENT
LLANISHEN
CARDIFF
CF14 5GG

Objectives

A) THE RELIEF OF PERSONS WITH LEARNING DISABILITIES IN WALES, IN PARTICULAR THROUGH THE PROVISION OF SERVICES AND FACILITIES INCLUDING PARTICIPATION IN THE ARTS TO ENABLE THE SAID PERSONS TO ACHIEVE THEIR FULL POTENTIAL AS PART OF SOCIETY AND TO INCREASE THE CHOICES OPEN TO PEOPLE WITH LEARNING DISABILITIES AND THE CONTROL THEY HAVE OVER THEIR OWN LIVES;B) THE ADVANCEMENT OF EDUCATION AMONGST THE PUBLIC, IN PARTICULAR BUT NOT EXCLUSIVELY AMONG VOLUNTARY ORGANISATIONS AND OTHER SERVICE PROVIDERS, THE CARERS AND FOR FAMILIES OF PEOPLE WITH LEARNING DISABILITIES AS TO THE NEEDS EXPERIENCES AND ASPIRATIONS AND WISHES OF PEOPLE WITH LEARNING DISABILITIES.

Defined Area of Benefit:

WALES

Data Sources