Finance Score: 6

Governance Score: 9

Support Score: 2

Liabilities <10%: +3
Good reserves management: +3

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

Grant maker support: +2

Overall GiG Score: 17

AGE CYMRU

Age Cymru is a powerful voice campaigning for change. We work alongside national and local government and other partners to develop solutions and provide services. With our local partners, we deliver trusted information, help people access new technologies, offer practical support and social opportunities, and respond to market failures.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
Reserves management has been consistently within official guidelines
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
This charity is based in an area of extremely high deprivation

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		£2,341	£2,481	£-140	£0	£1,576	£1,575	7.6	60	442
31/03/22		£2,686	£2,783	£-96	£0	£1,735	£1,530	6.6	58	363
31/03/21		£2,690	£2,507	£183	£0	£1,841	£1,458	7	54	270
31/03/20		£2,250	£1,794	£456	£0	£1,665	£1,209	8.1	51	110
31/03/19		£2,302	£2,110	£192	£605	£1,179	£830	4.7	29	110
31/03/18	*	£2,174	£2,310	£-136	£484	£996	£533	2.8	32	0
31/03/17		£2,914	£3,343	£-429	£972	£1,175	£814	2.9	62	0
31/03/16		£3,850	£3,979	£-129	£1,210	£1,638	£1,118	3.4	71	0
31/03/15		£4,117	£3,816	£301	£982	£1,690	£1,219	3.8	74	0
31/03/14		£3,320	£3,350	£-30	£1,029	£1,434	£1,085	3.9	69	0
31/03/13		£3,140	£3,015	£125	£708	£1,483	£1,243	4.9	65	0
31/03/12		£2,469	£2,575	£-106	£151	£1,358	£1,267	5.9	49	0
31/03/11		£2,413	£2,247	£166	£112	£1,504	£1,310	7	41	0
31/03/10		£2,170	£2,138	£32	£134	£1,268	£990	5.6	45	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: £70,000-£80,000
Liabilities/Assets: 10%
Liabilities/Income: 8%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 7.6 months
Net Current Assets/Spending: 8 months
Quick Ratio: 7.8

Asset Split ?

Established: 15 years

www.agecymru.org.uk

enquiries@agecymru.org.uk

02920431555

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science
Disability
Education/Training
Human Rights/Religious Or Racial Harmony/Equality Or Diversity
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Services for the elderly

How it operates

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

Where it operates

Throughout Wales,

This charity is based in an area of extremely high deprivation

Who it helps

Elderly/Old People
The General Public/Mankind

Who works here?

60 employees
442 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
The Baring Foundation - Grant to Age Cymru
£125,000	14/02/2019	cARtrefu is Age Cymru’s flagship arts in care homes project, aiming to improve the quality of creative provision in residential care homes across Wales
The Baring Foundation - Grant to Age Cymru
£87,466	17/10/2018	To part fund the cARTrefu programme of artists in residence in care homes in Wales.
Ministry of Defence - Supporting delivery of a public service
£64,566	01/04/2018	"The Grant will fund projects that suuport on-core health, wellbeing and social care needs for older veterans (born before 1 January 1950) including surviving World War 2 veterans, those who ....more "The Grant will fund projects that suuport on-core health, wellbeing and social care needs for older veterans (born before 1 January 1950) including surviving World War 2 veterans, those who undertook National Service and other voluntary enlisted veterans who may need some focused support in relation to their health and social care needs.The type of projects may include:a)practical support and companionship to improve older veterans wellbeing.b)the provision of services to assist individuals in the completion of personal paperwork.c)projects to build or enhance access to centres where elderly veterans can meet and avoid isolation.c)the promotion of education of aged veterans needs."
Ministry of Defence - Supporting delivery of a public service
£89,566	01/04/2018	The Grant will fund projects that support non-core health, wellbeing and social care needs for older veterans (born before 1 January 1950) including surviving World War 2 veterans, those who ....more The Grant will fund projects that support non-core health, wellbeing and social care needs for older veterans (born before 1 January 1950) including surviving World War 2 veterans, those who undertook National Service and other voluntary enlisted veterans who may need some focused support in relation to their health and social care needs.
Ministry of Defence - Supporting delivery of a public service
£64,566	01/04/2018	The Grant will fund projects that support non-core health, wellbeing and social care needs for older veterans (born before 1 January 1950) including surviving World War 2 veterans, those who ....more The Grant will fund projects that support non-core health, wellbeing and social care needs for older veterans (born before 1 January 1950) including surviving World War 2 veterans, those who undertook National Service and other voluntary enlisted veterans who may need some focused support in relation to their health and social care needs.
Ministry of Defence - Supporting delivery of a public service
£55,291	01/04/2017	The Grant will fund projects that support non-core health, wellbeing and social care needs for older veterans (born before 1 January 1950) including surviving World War 2 veterans, those who ....more The Grant will fund projects that support non-core health, wellbeing and social care needs for older veterans (born before 1 January 1950) including surviving World War 2 veterans, those who undertook National Service and other voluntary enlisted veterans who may need some focused support in relation to their health and social care needs.The type of projects may include:a) practical support and companionship to improve older veterans wellbeing.b) the provision of services to assist individuals in the completion of personal paperwork.c) projects to build or enhance access to centres where elderly veterans can meet and avoid isolation.d) the promotion of education of aged veterans needs.
Ministry of Defence - Supporting delivery of a public service
£55,291	01/04/2017	The Grant will fund projects that support non-core health, wellbeing and social care needs for older veterans (born before 1 January 1950) including surviving World War 2 veterans, those who ....more The Grant will fund projects that support non-core health, wellbeing and social care needs for older veterans (born before 1 January 1950) including surviving World War 2 veterans, those who undertook National Service and other voluntary enlisted veterans who may need some focused support in relation to their health and social care needs.The type of projects may include:a) practical support and companionship to improve older veterans wellbeing.b) the provision of services to assist individuals in the completion of personal paperwork.c) projects to build or enhance access to centres where elderly veterans can meet and avoid isolation.d) the promotion of education of aged veterans needs.
Ministry of Defence - Supporting delivery of a public service
£58,291	01/04/2017	The Grant will fund projects that support non-core health, wellbeing and social care needs for older veterans (born before 1 January 1950) including surviving World War 2 veterans, those who ....more The Grant will fund projects that support non-core health, wellbeing and social care needs for older veterans (born before 1 January 1950) including surviving World War 2 veterans, those who undertook National Service and other voluntary enlisted veterans who may need some focused support in relation to their health and social care needs.The type of projects may include:a) practical support and companionship to improve older veterans wellbeing.b) the provision of services to assist individuals in the completion of personal paperwork.c) projects to build or enhance access to centres where elderly veterans can meet and avoid isolation.d) the promotion of education of aged veterans needs.
Ministry of Defence - Supporting delivery of a public service
£119,379	01/04/2017	The Grant will fund projects that support non-core health, wellbeing and social care needs for older veterans (born before 1 January 1950) including surviving World War 2 veterans, those who ....more The Grant will fund projects that support non-core health, wellbeing and social care needs for older veterans (born before 1 January 1950) including surviving World War 2 veterans, those who undertook National Service and other voluntary enlisted veterans who may need some focused support in relation to their health and social care needs.The type of projects may include:a) practical support and companionship to improve older veterans wellbeing.b) the provision of services to assist individuals in the completion of personal paperwork.c) projects to build or enhance access to centres where elderly veterans can meet and avoid isolation.d) the promotion of education of aged veterans needs.
The Baring Foundation - Grant to Age Cymru
£87,466	09/02/2017	To run a second phase of cARTrefu.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Age Range of Trustees: 44-74

DR CATRIN ELIZABETH DAVIES Appointed: 2022, Occupation: Civil Servant

ELEANOR SANDERS Appointed: 2023, Occupation: Retired

KAREN HEENAN-DAVIES Appointed: 2022, Occupation: Retired

ROBERT JACK MANSFIELD Appointed: 2020, Occupation: Chartered Accountant

CHARLES WILLIAM MANNING CARTER OBE Appointed: 2018, Occupation: Retired

DIANE MARGARET HUGHES Appointed: 2020, Occupation: Retired

KAREN HEENAN-DAVIES Appointed: 2022, Occupation: Retired

MARIA JEANNE COGGINS Appointed: 2018, Occupation: Solicitor

PROFESSOR JOHN ROBERT WILLIAMS Appointed: 2020, Occupation: Emeritus Professor Of Law, Other trusteeship: WEST WALES DOMESTIC ABUSE SERVICE LTD,

STEVEN MILSOM Appointed: 2018, Occupation: Retired, Other trusteeship: CYMRU OLDER PEOPLE'S ALLIANCE,

Legal constitution

Charitable company registered in England & Wales on 05/03/2009, number: 1128436
Registered at Companies House on 04/03/2009, number: 06837284

Gift Aid

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
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

14 returns made; AR18: 9 days late,

Main office

Age Cymru
Ground Floor Trident Court
East Moors Road
CARDIFF
CF24 5TD

Objectives

3.1. PREVENTING OR RELIEVING THE POVERTY OF OLDER PEOPLE 3.2. ADVANCING EDUCATION 3.3. PREVENTING OR RELIEVING SICKNESS, DISEASE OR SUFFERING IN OLDER PEOPLE (WHETHER EMOTIONAL, MENTAL AND/OR PHYSICAL) 3.4. PROMOTING EQUALITY AND DIVERSITY 3.5. PROMOTING THE HUMAN RIGHTS OF OLDER PEOPLE IN ACCORDANCE WITH THE UNIVERSAL DECLARATION OF HUMAN RIGHTS 3.6. ASSISTING OLDER PEOPLE IN NEED BY REASON OF ILL-HEALTH, DISABILITY, FINANCIAL HARDSHIP OR DISADVANTAGE 3.7. PROMOTING TRAINING, ARTS, CULTURE AND HERITAGE FOR THE BENEFIT OF OLDER PEOPLE 3.8. OTHER CHARITABLE PURPOSES FOR THE BENEFIT OF OLDER PEOPLE AS THE TRUSTEES MAY FROM TIME TO TIME DECIDE

Defined Area of Benefit:

UNDEFINED. IN PRACTICE, THROUGHOUT WALES

Data Sources