Finance Score: 0

Governance Score: 9

Support Score: 10

Liabilities <10%: +3
Good reserves management: +3
Spending falling: -1
Multiple Deficits and declines: -5

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

Large volunteers +3
Grant maker support: +7

Overall GiG Score: 19

AGE CONNECTS CARDIFF AND THE VALE LTD

THE CHARITY PROVIDES A RANGE OF DIRECT SUPPORT SERVICES TO OLDER PEOPLE INCLUDING ADVOCACY IN THE COMMUNITY AND IN RESIDENTIAL CARE; WELFARE RIGHTS; NEIGHBOUR VOLUNTEER SCHEMES, AN AGEING WELL AND ENGAGEMENT PROGRAMME; NAIL CUTTING, A COMMUNITY SUPPORT PROGRAMME. SERVICE VARY ACROSS CARDIFF AND THE VALE - SEE WEB SITE FOR DETAILS.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
This charity has a robust balance sheet
Reserves management has been consistently within official guidelines
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

Financial issues to consider:

Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile and on several occasions in recent years less than spending

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	£611	£746	£-134	£70	£506	£492	7.9	30	401
31/03/22	£933	£844	£89	£59	£641	£581	8.3	38	267
31/03/21	£911	£896	£15	£49	£552	£546	7.3	40	300
31/03/20	£838	£1,034	£-196	£0	£537	£537	6.2	44	338
31/03/19	£1,283	£1,320	£-37	£0	£733	£571	5.2	58	319
31/03/18	£1,479	£1,306	£173	£0	£770	£639	5.9	44	0
31/03/17	£1,295	£1,202	£93	£0	£597	£425	4.2	53	0
31/03/16	£1,367	£1,245	£121	£0	£504	£362	3.5	52	0
31/03/15	£1,335	£1,387	£-52	£4	£382	£241	2.1	46	0
31/03/14	£1,461	£1,492	£-31	£4	£434	£201	1.6	50	0
31/03/13	£2,059	£1,594	£465	£71	£465	£274	2.1	51	0
31/03/12	£0	£0	£0	n/a	n/a	n/a	n/a	n/a	0
31/03/11	£0	£0	£0	n/a	n/a	n/a	n/a	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 11.6%
Fundraising Costs/Total Spending: 9.4%
Highest pay band: Less than £60,000
Liabilities/Assets: 10%
Liabilities/Income: 9%
Unrestricted Funds/Total Funds: 97%
Reserves/Spending: 7.9 months
Net Current Assets/Spending: 8 months
Quick Ratio: 9.8

Asset Split ?

Established: 14 years

www.ageconnectscardiff.org.uk

jeff.hawkins@ageconnectscardiff.org.uk

02920683600

Charity Commission for England and Wales

Tweets

Listed activities

General Charitable Purposes

GiG Classification

Services for people with disabilities

How it operates

Provides advocacy/advice/information
Provides human resources
Provides services

Where it operates

Cardiff, Vale Of Glamorgan,

Who it helps

Elderly/Old People

Who works here?

30 employees
401 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.

Major supporters in last 5 years

Henry Smith Charity	£180,000
National Lottery Community Fund	£45,659
Garfield Weston Foundation	£20,000

Specific Donations

Amount	When Months	To be used for
Henry Smith Charity - Grant to Age Connects Cardiff & the Vale
£180,000	08/02/2023 36	towards three years' running costs of the 'Community Support Project', providing independence support and community events for older people in Cardiff, Wales.
Garfield Weston Foundation - Main Grants award
£20,000	07/10/2022	Contribution to core funding
National Lottery Community Fund - Covid-19 Choices - Engagement Programme Building Resilient Older Communities
£45,659	31/07/2020 12	Age Connects Cardiff and the Vale of Glamorgan aim to meet the growing demand from within the community to access the support services on offer which in turn enable individuals to maintain ....more Age Connects Cardiff and the Vale of Glamorgan aim to meet the growing demand from within the community to access the support services on offer which in turn enable individuals to maintain independence control and choice in their lives developing sustainable solutions to address their needs and aspirations. £45659 over one year will fund staff recruitment staff and volunteer training translation DBS checks IT equipment and overheads. Bydd Age Connects Caerdydd a Bro Morgannwg yn ceisio bodloni'r galw cynyddol gan y gymuned am gyrchu'r gwasanaethau cefnogi sydd ar gael a fydd yn ei dro yn galluogi unigolion i gynnal annibyniaeth rheolaeth a dewis yn eu bywydau gan ddatblygu atebion cynaliadwy i ddiwallu eu hanghenion a dyheadau. Bydd £45659 dros flwyddyn yn ariannu staff recriwtio hyfforddi staff a gwirfoddolwyr cyfieithu gwiriadau DBS cyfarpar TG a chostau cyffredinol.
National Lottery Community Fund - Moneywise 2
£164,130	23/01/2013 36	This project over three years will provide older people in Cardiff and the Vale of Glamorgan with access to financial information. The organisation will work with older people to help them access ....more This project over three years will provide older people in Cardiff and the Vale of Glamorgan with access to financial information. The organisation will work with older people to help them access information and advice, manage their finances and maximise their income. This grant will be used to fund two Moneywise Advisors, recruitment costs, expenses, training, monitoring and evaluation, marketing, publicity, development and outreach other revenue costs, plant and equipment and organisational overheads.
National Lottery Community Fund - Everyone's Future
£152,914	21/03/2012 36	The aim of this project is to challenge negative stereotypes and age discrimination against both young and older people. The project will be delivered across Cardiff and the Vale of Glamorgan to ....more The aim of this project is to challenge negative stereotypes and age discrimination against both young and older people. The project will be delivered across Cardiff and the Vale of Glamorgan to 4,000 beneficiaries. Project activities will include workshops and facilitated group discussions with beneficiaries and relevant professionals, the production of three awareness-raising DVDs, and a range of community events.
National Lottery Community Fund - Journeys, Living Links with the Past
£22,053	30/06/2011 24	The project will create an intergenerational history project linking local school children and older residents of care homes in Cardiff and the Vale of Glamorgan. School children will interview older ....more The project will create an intergenerational history project linking local school children and older residents of care homes in Cardiff and the Vale of Glamorgan. School children will interview older people about their personal history, and these interviews being transferred to audio CDs and Life Books. The project will be shared via distributing CDs to schools and viewings or playing of recordings in residential homes, local radio and libraries.
National Lottery Community Fund - Safeguarding Older People -South East Wales (SEW)
£1,151,350	29/03/2011 60	This project will provide a regional advocacy service delivered in South East Wales by four Age Concern organisations developing their existing partnership. The project will focus on specific groups ....more This project will provide a regional advocacy service delivered in South East Wales by four Age Concern organisations developing their existing partnership. The project will focus on specific groups of beneficiaries in each of the four areas building on the specialised areas of advocacy which the different organisations already provide.
National Lottery Community Fund - Recession - The Moneywise Project
£46,611	11/03/2010 36	The project will employ a full time Moneywise Advisor for two years to support and advise older people (60+) affected by the recession by offering benefits advice, information on sources of ....more The project will employ a full time Moneywise Advisor for two years to support and advise older people (60+) affected by the recession by offering benefits advice, information on sources of charitable help and advising on sources of debt counselling during a home or office visit.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Age Range of Trustees: 31-75

AVRIL CARTER Appointed: 2018, Occupation: Distributor Utility Warehouse, Other trusteeship: GEORGE HILL-SNOOK CHARITY FOR THE AGED,

COLIN HARVEY Appointed: 2010, Occupation: None, Other trusteeship: GEORGE HILL-SNOOK CHARITY FOR THE AGED,

FIONA EVANS Appointed: 2024, Occupation: Senior Account Executive, Other trusteeship: GEORGE HILL-SNOOK CHARITY FOR THE AGED,

GREG WATTS Appointed: 2023, Occupation: Business Consultant, Other trusteeship: GEORGE HILL-SNOOK CHARITY FOR THE AGED,

JASON MANLEY Appointed: 2023, Occupation: Business Owner, Other trusteeship: GEORGE HILL-SNOOK CHARITY FOR THE AGED,

NATALIE JARVIS Appointed: 2023, Occupation: Senior Teaching Assistant, Other trusteeships: GEORGE HILL-SNOOK CHARITY FOR THE AGED, DISCOVERSVS,

RUSSELL BRIGHT Appointed: 2018, Occupation: Business Executive, Other trusteeship: GEORGE HILL-SNOOK CHARITY FOR THE AGED,

STUART YOUNG (Chair) Appointed: 2016, Occupation: Retired, Other trusteeship: GEORGE HILL-SNOOK CHARITY FOR THE AGED,

Legal constitution

Charitable company registered in England & Wales on 06/09/2010, number: 1137821
Registered at Companies House on 13/08/2010, number: 07345521

Gift Aid

Registered with HMRC for Gift Aid

Event History

11/05/2015 - Asset transfer in from AGE CONCERN CARDIFF AND THE VALE OF GLAMORGAN
14/09/2021 - Asset transfer in from PENDOYLAN & WELSH ST DONATS RELIEF IN NEED CHARITY AND PENDOYLAN & WELSH ST DONATS RECREATION FUND

Other Regulators

Care Inspectorate Wales (CIW)

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
Volunteer management

Filing Record

13 returns made; all on time

Recent reorganisation events:

Asset transfer in from PENDOYLAN & WELSH ST DONATS RELIEF IN NEED CHARITY AND PENDOYLAN & WELSH ST DONATS RECREATION FUND on 14/09/2021

Main office

Age Connects
Unit 10 Sbectrwm
Bwlch Road
Fairwater
Cardiff
CF5 3EF

Objectives

TO PROMOTE THE RELIEF OF ELDERLY PEOPLE IN ANY MANNER WHICH NOW IS OR HEREAFTER MAY BE CHARITABLE IN AND AROUND THE CITY AND COUNTY OF CARDIFF AND THE COUNTY OF THE VALE OF GLAMORGAN

Defined Area of Benefit:

THE CITY AND COUNTY OF CARDIFF AND THE COUNTY OF THE VALE OF GLAMORGAN

Data Sources