Finance Score: 1

Governance Score: 6

Support Score: 0

Good reserves management: +3
Multiple Deficits: -2

Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 7

AGE CYMRU GWENT

THE CHARITY PROVIDES A WIDE RANGE OF DIRECT SUPPORT SERVICES TO OLDER PEOPLE THROUGHOUT GWENT TO PROMOTE AND MAINTAIN THEIR INDEPENDENCE. THESE SERVICES INCLUDE ADVOCACY; INFORMATION AND ADVICE; DIGITAL PROJECT;HOSPITAL DISCHARGE; COMMUNITY SUPPORT; RESPITE CARE; CARERS PROJECT AND ROBINS WARD SERVICE. THE CHARITY ALSO OFFERS A HOME SUPPORT SERVICE AND LATER LIFE PLANNING SERVICES.

Analysis by Giving is Great

Positives:

Reserves management has been consistently within official guidelines
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 gender and dynamic in terms of composition
This charity is based in an area of high deprivation

Financial issues to consider:

On several occasions in recent years income has been 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	£1,554	£1,691	£-137	£0	£729	£688	4.9	86	50
31/03/22	£1,698	£1,830	£-132	£0	£866	£475	3.1	111	93
31/03/21	£1,598	£1,529	£69	£0	£998	£671	5.3	106	80
31/03/20	£1,514	£1,530	£-15	£1	£928	£676	5.3	104	78
31/03/19	£1,447	£1,423	£25	£1	£944	£709	6	107	106
31/03/18	£1,646	£1,572	£74	£0	£919	£688	5.3	117	0
31/03/17	£1,721	£1,687	£34	£0	£845	£645	4.6	120	0
31/03/16	£1,971	£1,749	£222	£1	£811	£626	4.3	117	0
31/03/15	£2,332	£1,645	£687	£94	£687	£504	3.7	67	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 12%
Liabilities/Income: 7%
Unrestricted Funds/Total Funds: 94%
Reserves/Spending: 4.9 months
Net Current Assets/Spending: 5 months
Quick Ratio: 6.9

Asset Split ?

Established: 10 years

www.agecymrugwent.org

reception@agecymrugwent.org

01633763330

Charity Commission for England and Wales

Tweets

Listed activities

Disability
General Charitable Purposes
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Services for the elderly

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Blaenau Gwent, Caerphilly, Monmouthshire, Newport City, Torfaen,

This charity is based in an area of high deprivation

Who it helps

Elderly/Old People

Who works here?

86 employees
50 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Age Range of Trustees:

CLIFFORD EDWARDS Appointed: 2013

JOANNE ABSALOM Appointed: 2022

JOHN WILLIAM METCALFE Appointed: 2020

NICHOLAS STEVEN HAYNES Appointed: 2020

SARA MORGAN Appointed: 2023

ANDREW MITCHELL Appointed: 2023, Occupation: Senior Leader Hmrc

PHILIP BRABON Appointed: 2010, Other trusteeship: CHEPSTOW AGRICULTURAL SOCIETY,

WENDY MATTHEWS Appointed: 2022, Other trusteeship: The Ministry Area Council of Beechwood Ministry Area, Newport,

JOHN ARTHUR GRIMES (Chair) Appointed: 2013, Occupation: Retired, Other trusteeship: VISION 21 (CYFLE CYMRU),

Legal constitution

Charity registered in England & Wales on 21/02/2014, number: 1155903

Gift Aid

Registered with HMRC for Gift Aid

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
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

9 returns made; all on time

Main office

Age Cymru Gwent
124 - 128 High Street
BLACKWOOD
Gwent
NP12 1AF

Objectives

TO PROMOTE THE HEALTH AND WELL-BEING OF PERSONS LIVING IN WALES IN ANY MANNER WHICH NOW IS OR HEREAFTER MAY BE DEEMED BY LAW TO BE CHARITABLE

Data Sources