Finance Score: 1
Governance Score: 3
Support Score: 6
  • Strong growth: +2
  • Volatile income -1
  • No PartB
  • Dynamic board: +3
  • Overall weighted support: +6
Overall GiG Score: 10 ?

CAERPHILLY PEOPLE FIRST

Caerphilly People First is a self advocacy organisation run by and for people with learning disabilities. We have over 100 members and hold regular meetings with them which gives them a chance to express their views and to get the message across that they can think for themselves and should be allowed to make their own decisons.
Analysis by Giving is Great

Positives:

  • There has been strong growth in spending over the last 5 years
  • A significant proportion of recent income was derived from major grant makers including the Government
  • The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

  • Over half the Board have joined recently

Financial issues to consider:

  • Income has been volatile recently but spending has been maintained
  • A PartB annual return has not been required and so detailed financial information is not available from the online data

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
31/03/24£89£89£0n/an/an/an/an/an/a
31/03/23£64£75£-11n/an/an/an/an/an/a
31/03/22£117£80£37n/an/an/an/an/an/a
31/03/21£117£80£37n/an/an/an/an/an/a
31/03/20?£75£74£1n/an/an/an/an/an/a
31/03/18£130£134£-4n/an/an/an/an/an/a
31/03/17£134£143£-9n/an/an/an/an/an/a
31/03/16£115£150£-35n/an/an/an/an/an/a
31/03/15£127£150£-23n/an/an/an/an/an/a
31/03/14£109£133£-24n/an/an/an/an/an/a
31/03/13£122£121£1n/an/an/an/an/an/a
31/03/12£148£131£17n/an/an/an/an/an/a
31/03/11£113£117£-4n/an/an/an/an/an/a
31/03/10£112£117£-5n/an/an/an/an/an/a
31/03/09£122£123£0n/an/an/an/an/an/a
31/03/08£156£132£24n/an/an/an/an/an/a
31/03/07£96£67£29n/an/an/an/an/an/a
31/03/06£72£73£-1n/an/an/an/an/an/a
31/03/05*£63£56£6n/an/an/an/an/an/a
31/03/04*£63£56£7n/an/an/an/an/an/a

Highest pay bracket: less than £60,000
Established: 27 years

www.caerphillypeoplefirst.org.uk

CAERPHILLYPF@HOTMAIL.CO.UK

07970748277

Charity Commission for England and WalesFacebook
UN SDGs
?
Listed activities
  • Disability
  • Economic/Community Development/Employment
  • Education/Training
  • Human Rights/Religious Or Racial Harmony/Equality Or Diversity
GiG Classification
  • Provides financial or material assistance
How it operates
  • Provides advocacy/advice/information
  • Provides human resources
  • Sponsors or undertakes research
Where it operates
  • Caerphilly,
Who it helps
  • People With Disabilities

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.

Major supporters in last 5 years
Lloyds Bank Foundation£52,250
National Lottery Community Fund£29,340
Garfield Weston Foundation£20,000
DCMS£20,000
Specific Donations
Amount When
Months
To be used for
National Lottery Community Fund - Health and wellbeing Reconnect through cookery
£10,000 05/06/2023
Caerphilly People First received £10000 to provide a weekly cookery class that will enable people with learning disabilities to develop their skills in the kitchen and socialise in a safe and supportive space. This will help them to increase their ....more
Lloyds Bank Foundation - One off gift towards cost of living crisis to Caerphilly People First
£2,250 14/12/2022
One off gift to support with the cost of living crisis
Garfield Weston Foundation - Multi-Year Grant (2 Years) award
£10,000 09/12/2022
24
Caerphilly People First Core Costs
Garfield Weston Foundation - Main Grants award
£10,000 05/03/2021
Future Focus
National Lottery Community Fund - COVID-19 - Room to Zoom
£9,375 18/12/2020
12
Caerphilly People First will help people with learning disabilities to reconnect using digital platforms during the COVID-19 outbreak. £9375 will fund staff costs and IT equipment. Bydd Caerphilly People First yn helpu pobl ag anableddau dysgu i ....more
Lloyds Bank Foundation - Recovery grant to Caerphilly People First
£50,000 03/12/2020
24
Unrestricted grant over two years towards the core costs of Caerphilly People First, awarded under the Foundation's Learning Disabilities funding stream. Part of the Covid Recovery Fund to support charities to emerge from the pandemic.
DCMS - VSCE CMC Fund
£20,000 06/10/2020
NET, Comic Relief and Children in Need will use this funding to provide: increased support to vulnerable people and hidden groups, thus reducing the burden on public services; reach local grassroots and small organisations who can provide an ....more
National Lottery Community Fund - Safeguarding training for vulnerable people
£9,965 03/12/2019
11
Caerphilly People First will run safeguarding courses for people with learning disabilities to help them to identify abuse and increase their confidence to report it. £9,965 will fund staff and volunteer costs, office equipment and phones, travel ....more
National Lottery Community Fund - Learning Disability Training Project
£9,650 12/06/2018
12
Learning Disability Training Project
Lloyds Bank Foundation - Grant to Caerphilly People First
£75,000 28/03/2017
36
Delivery of the transitioning into independent living support programme for individuals with learning difficulties living with Caerphilly Borough.
Lloyds Bank Foundation - Grant to Caerphilly People First
£14,352 08/07/2015
12
delivering a pilot project to evidence the need and subsequent impact that they have in supporting individuals with a learning disability across Caerphilly borough to transition into independent living. The grant will fund salary costs
Lloyds Bank Foundation - Grant to Caerphilly People First
£15,000 24/02/2012
the salary and on costs of a Young People First Project Worker and a Co-Worker
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)
Current Trustees appointed

  • CHERYL SMITH Appointed: 2024
  • FFION BETHELL Appointed: 2017
  • NATALIE STAPLEY Appointed: 2023
  • SOPHIE MORGAN Appointed: 2023
  • TRACY TREGASKIS Appointed: 2022
Legal constitution
  • Charity registered in England & Wales on 08/01/1998, number: 1067252
Gift Aid
  • NOT registered with HMRC for Gift Aid
Other Regulators
  • Care Inspectorate Wales (CIW)
  • Welsh Government (Social Landlords And Housing Associations)
Policies in force
  • Bullying and harassment policy and procedures
  • Campaigns and political activity 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
  • Volunteer management
Filing Record
20 returns made; AR05: 74 days late, AR04: 25 days late,
Main office

BARGOED YMCA
AERON PLACE
BARGOED
CF81 8JA

Objectives

1-TO RELIEVE AND SUPPORT PEOPLE WITH LEARNING DISABILITIES LIVING OR WORKING IN CAERPHILLY COUNTY BOROUGH, THROUGH SERVICES WHICH ENABLE PEOPLE WITH LEARNING DISABILITIES TO OBTAIN THEIR FULL RIGHTS AND PRIVILEGES AS CITIZENS. 2-TO ADVANCE THE EDUCATION OF THE GENERAL PUBLIC ABOUT THE EDUCATIONAL, PHYSICAL, EMOTIONAL AND PHYSIOLOGICAL DISABILITIES.3-TO ADVANCE AND PROMOTE EDUCATION OF ALL PEOPLE WITH LEARNING DISABILITIES THROUGH TRAINING WORKSHOPS, GROUP WORK .

Defined Area of Benefit:

CAERPHILLY

Data Sources

Charity Commission for England and Wales
360 Giving

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