Finance Score: 0

Governance Score: 9

Support Score: 11

Multiple Deficits and declines: -5
Future income +5
No PartB

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

Overall weighted support: +11

Overall GiG Score: 20

AGE CYMRU POWYS

We work to improve the quality of life for all people in Powys. We focus our work for people aged 50 plus but help anyone aged 18 plus to grow old to improve their situation. We aim to provide excellent quality services tailored to the needs of older people and the vulnerable. We do this through excellent information and advice, support services minimising loneliness and isolation.

Analysis by Giving is Great

Positives:

A significant proportion of recent income was derived from major grant makers including the Government and there are significant future grants due to be received
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 high deprivation

Financial issues to consider:

Income has been volatile and on several occasions in recent years less than spending
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		£229	£287	£-58	n/a	n/a	n/a	n/a	n/a	n/a
31/03/22		£233	£284	£-51	n/a	n/a	n/a	n/a	n/a	n/a
31/03/21		£461	£265	£196	n/a	n/a	n/a	n/a	n/a	n/a
31/03/20	*	£218	£216	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/03/19		£302	£254	£48	n/a	n/a	n/a	n/a	n/a	n/a
31/03/18		£233	£248	£-15	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Established: 7 years
(12 years as a company)

www.agecymru.org.uk/powys

enquiries@acpowys.org.uk

01686 623707

Charity Commission for England and Wales

Tweets

Listed activities

Disability
General Charitable Purposes
The Prevention Or Relief Of Poverty

GiG Classification

Practical support, advice & companionship

How it operates

Other charitable activities
Provides advocacy/advice/information
Provides services

Where it operates

Throughout Wales,

This charity is based in an area of high deprivation

Who it helps

Elderly/Old People
People With Disabilities
The General Public/Mankind

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

Henry Smith Charity	£141,400
National Lottery Community Fund	£139,239
Ministry of Defence	£69,774
Postcode Community Trust	£24,291

Specific Donations

Amount	When Months	To be used for
Henry Smith Charity - Grant to Age Cymru Powys
£141,400	13/03/2024 36	towards three years' salary and on costs of a Senior Welfare Rights Case Worker at a project providing information, advice and guidance for older people living in Powys, Wales.
Postcode Community Trust - Project Funding
£24,291	03/04/2023	Funding enabled Age Cymru Powys to tackle the Cost-of-Living Crisis, maximising income, improving wellbeing for older People in Powys.
National Lottery Community Fund - Age UK Later Life MOT
£99,760	15/12/2022 24	Age Cymru Powys will deliver a Later Life MOT for people aged 65+ in Powys targeting the most deprived vulnerable and frail. The project will help participants to maximise income health and wellbeing. Over two years £99760 will cover salaries ....more Age Cymru Powys will deliver a Later Life MOT for people aged 65+ in Powys targeting the most deprived vulnerable and frail. The project will help participants to maximise income health and wellbeing. Over two years £99760 will cover salaries travel monitoring and evaluation overheads and general running costs. Bydd Age Cymru Powys yn darparu MOT Hwyrach mewn Bywyd i bobl 65+ oed ym Mhowys gan dargedu’r bobl mwyaf difrentiedig a bregus. Bydd y prosiect yn helpu cyfranogwyr i gynyddu eu hincwm iechyd a lles. Dros ddwy flynedd bydd £99760 yn talu am gyflogau teithio monitro a gwerthuso gorbenion a chostau cynnal cyffredinol.
Ministry of Defence - Covenant Fund
£9,895	11/02/2022	For local projects that reduce isolation and promote integration
Ministry of Defence - £10M Veterans' Mental Health and Wellbeing Fund
£35,000	12/02/2021	The Positive Pathways programme funded projects that develop and run activities supporting the mental health and wellbeing of ex-Forces.
Ministry of Defence - Covenant Fund
£9,989	14/08/2020	Small grants of up to £10,000 towards creative and engaging projects, that can be delivered under social restrictions, for people from Armed Forces communities who are isolated as a result of the Covid-19 pandemic.
National Lottery Community Fund - Covid-19 Safe and Well Checks and Simply Nails
£39,479	05/06/2020 6	Age Cymru Powys have received £39479 to provide both a telephone and face-to-face information and advice service plus a nail cutting service for vulnerable elderly people. The organisation is witnessing a huge demand for support from isolated ....more Age Cymru Powys have received £39479 to provide both a telephone and face-to-face information and advice service plus a nail cutting service for vulnerable elderly people. The organisation is witnessing a huge demand for support from isolated elderly people in Powys and this grant will enable them to reduce loneliness and anxiety and provide a vital wellbeing service. Mae Age Cymru Powys wedi derbyn £39479 i ddarparu gwasanaeth gwybodaeth a chyngor wyneb yn wyneb a gwasanaeth torri ewinedd ar gyfer pobl oedrannus agored i niwed. Mae'r sefydliad yn gweld galw mawr am gefnogaeth gan bobl oedrannus ynysig yn Powys a bydd y grant hwn yn eu galluogi i leihau unigrwydd a phryder a darparu gwasanaeth lles hanfodol.
Ministry of Defence - £10M Veterans' Mental Health and Wellbeing Fund
£14,890	15/05/2020	to provide immediate support for vulnerable veterans with reduced social contact

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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: 49-77

ADRIAN FOULKES (Chair) Appointed: 2017, Occupation: Chartered Legal Exceutive

ALAN HILL Appointed: 2023, Occupation: Retired

CHRISTOPHER JAMES EATHERTON Appointed: 2016, Occupation: Retired

GWYNETH BIRD Appointed: 2017, Occupation: Office Manager

HOWARD RUSSON Appointed: 2023, Occupation: Retired

SARAH MAY Appointed: 2024, Occupation: Tutor

Legal constitution

Charitable company registered in England & Wales on 10/08/2017, number: 1174222
Registered at Companies House on 12/09/2012, number: 08212122

Gift Aid

NOT registered with HMRC for Gift Aid

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

6 returns made; AR20: 5 days late,

Main office

Old Warehouse
Parkers Lane
Newtown
SY16 2LT

Objectives

TO PROMOTE THE RELIEF OF ELDERLY PEOPLE IN ANY MANNER WHICH NOW OR HEREAFTER MAY BE DEEMED BY LAW TO BE CHARITABLE IN POWYS AND SURROUNDING AREAS (HEREINAFTER CALLED 'THE AREA OF BENEFIT').

Defined Area of Benefit:

POWYS AND SURROUNDING AREAS

Data Sources

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