Finance Score: -2

Governance Score: 6

Support Score: 3

Deficit latest year: -2
No PartB

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

Overall weighted support: +3

Overall GiG Score: 7

AGE CONCERN NEATH PORT TALBOT

Provide free community based services that facilitate social inclusion, while promoting a healthy and active retirement for local older people. Activities include information and advice through our telephone helpline, local information points, website, events and talks, through to participation in our healthy lifestyle clubs, befriending groups and on-going welfare benefits and advocacy casework.

Analysis by Giving is Great

Positives:

Spending has increased 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
The Board appears to be well diversified in terms of age and gender
This charity is based in an area of extremely high deprivation

Financial issues to consider:

Income was lower than spending in the latest year
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
31/03/23		£204	£234	£-30	n/a	n/a	n/a	n/a	n/a	n/a
31/03/22		£285	£239	£46	n/a	n/a	n/a	n/a	n/a	n/a
31/03/21		£215	£194	£21	n/a	n/a	n/a	n/a	n/a	n/a
31/03/20		£174	£188	£-14	n/a	n/a	n/a	n/a	n/a	n/a
31/03/19		£197	£187	£9	n/a	n/a	n/a	n/a	n/a	n/a
31/03/18		£187	£212	£-25	n/a	n/a	n/a	n/a	n/a	n/a
31/03/17		£226	£189	£37	n/a	n/a	n/a	n/a	n/a	n/a
31/03/16	*	£211	£161	£50	n/a	n/a	n/a	n/a	n/a	n/a
31/03/15		£165	£143	£23	n/a	n/a	n/a	n/a	n/a	n/a
31/03/14		£176	£170	£6	n/a	n/a	n/a	n/a	n/a	n/a
31/03/13		£158	£136	£22	n/a	n/a	n/a	n/a	n/a	n/a
31/03/12		£125	£168	£-44	n/a	n/a	n/a	n/a	n/a	n/a
31/03/11		£151	£161	£-10	n/a	n/a	n/a	n/a	n/a	n/a
31/03/10		£259	£269	£-11	n/a	n/a	n/a	n/a	n/a	n/a
31/03/09		£267	£299	£-31	n/a	n/a	n/a	n/a	n/a	n/a
31/03/08		£258	£268	£-10	n/a	n/a	n/a	n/a	n/a	n/a
31/03/07		£364	£428	£-64	n/a	n/a	n/a	n/a	n/a	n/a
31/03/06		£509	£401	£109	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05		£379	£359	£20	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Established: 20 years
(23 years as a company)

www.ageconnectsnpt.org.uk

info@ageconnectsnpt.org.uk

01639617333

Charity Commission for England and Wales

Listed activities

Economic/Community Development/Employment
General Charitable Purposes
Human Rights/Religious Or Racial Harmony/Equality Or Diversity
Recreation
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Practical support, advice & companionship

How it operates

Acts as an umbrella or resource body
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides services
Sponsors or undertakes research

Where it operates

City Of Swansea, Neath Port Talbot,

This charity is based in an area of extremely high deprivation

Who it helps

Elderly/Old People
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.

Specific Donations

Amount	When Months	To be used for
Tudor Trust - Grant to Age Concern Neath Port Talbot
£2,000	07/01/2021	as an additional grant to support staff, volunteer and trustee wellbeing, to assist the organisation deliver its charitable purpose more effectively
Tudor Trust - Grant to Age Concern Neath Port Talbot
£50,000	17/01/2020 24	over two years as continuation funding towards salaries and running costs to support new developments around work with older people in Neath Port Talbot
National Lottery Community Fund - Link-AGE Community Outreach
£9,800	06/03/2018 12	Link-AGE Community Outreach
Tudor Trust - Grant to Age Concern Neath Port Talbot
£90,000	15/08/2016 36	over three years towards a Sustainability Officer at an organisation supporting older people in Neath Port Talbot _x000D_
Henry Smith Charity - Grant to Age Connects Neath Port Talbot
£65,200	04/12/2014 36	towards three years' salary of the Manager at a project providing a range of support and advice services for older people in Neath Port Talbot
Lloyds Bank Foundation - Grant to Age Concern - Neath Port Talbot
£12,000	25/10/2013	The Neath based charity provides community-based services that facilitate social inclusion, while promoting a healthy and active retirement and continuing independence for the older citizens of Neath Port Talbot.
National Lottery Community Fund - Promoting Independence Through Neighbourliness - Phase Two
£288,902	29/03/2011 48	This project will provide a second phase to the Promoting Independence Through Neighbourliness social rehabilitation befriending project The project will develop new activities to maintain and improve the confidence of beneficiaries, self-esteem and ....more This project will provide a second phase to the Promoting Independence Through Neighbourliness social rehabilitation befriending project The project will develop new activities to maintain and improve the confidence of beneficiaries, self-esteem and independence, whilst also improving their physical health and well-being. The project will increase their beneficiary numbers by a further 30% and will establish a network of legally constituted friendship groups to address social isolation in Neath Port Talbot.
Nationwide Foundation - Grant to Age Concern Neath Port Talbot
£4,975	24/01/2011	Salary costs for a Benefits Adviser (one day a week) to supervise volunteers and provide benefits checks and other financial information/advice to older people

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Age Range of Trustees: 48-87

BARBARA TRAHAR

DOREEN JONES Appointed: 2001, Occupation: Councillor

FREDERICK PAUL PROSSER Appointed: 2018, Occupation: Retired

KATRIN ANNE SHAW Appointed: 2022, Occupation: Chief Legal Advisor - Ombudsman For Wales

LEIGHTON VEALE Appointed: 2011, Occupation: Public Affairs Consultant

SHARON ELIZABETH FREEGUARD Appointed: 2020, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 29/07/2004, number: 1105203
Registered at Companies House on 03/04/2001, number: 04193486

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
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

19 returns made; AR16: 1 days late,

Main office

37-38 Alfred Street
Neath
SA11 1EH

Objectives

TO PROMOTE THE RELIEF OF ELDERLY PEOPLE IN ANY MANNER WHICH NOW OR HEREAFTER MAY BE DEEMED BY LAW TO BE CHARITABLE IN AND AROUND NEATH PORT TALBOT COUNTY BOROUGH AND THE CITY AND COUNTY OF SWANSEA (HEREINAFTER CALLED THE ARE OF BENEFIT)

Defined Area of Benefit:

NEATH PORT TALBOT

Data Sources

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