Finance Score: -5

Governance Score: 6

Support Score: 0

Volatile income & significant deficit in latest year: -5
No PartB

Dynamic board: +3
Gender balanced board: +3

Large volunteers +5

Overall GiG Score: 6

CYMRU OLDER PEOPLE'S ALLIANCE

The purpose of Cymru Older People?s Alliance is to give Older People in Wales a strong and independent national voice. We are an independent national organisation run by Older People for older people in Wales.

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
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 gender and dynamic in terms of composition
This charity is based in an area of extremely high deprivation

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income has been volatile recently and was significantly lower than spending in the latest year

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
01/04/23	*	£6	£14	£-8	n/a	n/a	n/a	n/a	n/a	30
01/04/22		£3	£1	£2	n/a	n/a	n/a	n/a	n/a	30
01/04/21		£10	£2	£8	n/a	n/a	n/a	n/a	n/a	29
01/04/20		£9	£7	£2	n/a	n/a	n/a	n/a	n/a	31
01/04/19		£20	£12	£8	n/a	n/a	n/a	n/a	n/a	30
01/04/18		£12	£8	£4	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 7 years

www.copacharity.com

Cymru.older.peoples.alliance@gmail.com

07966312672

Charity Commission for England and Wales

Listed activities

Disability
Economic/Community Development/Employment
Human Rights/Religious Or Racial Harmony/Equality Or Diversity
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

Where it operates

Throughout Wales,

This charity is based in an area of extremely high deprivation

Who it helps

Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities

Who works here?

Unknown number of employees
30 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

Based on 8/9 persons

Age Range of Trustees:

SIVA SIVAPALAN Appointed: 2023

ANDREW HINCHCLIFF Appointed: 2020

CHRISTOPHER THOMAS Appointed: 2022

DR RALPH STEVENS (Chair) Appointed: 2019

GILLIAN DAVIES Appointed: 2023

MOLLIE ROACH Appointed: 2021

RACHEL LUXTON Appointed: 2023

HUW BENDALL Appointed: 2021, Occupation: Retired

STEVE MILSOM Appointed: 2017, Occupation: Retired, Other trusteeship: AGE CYMRU,

Legal constitution

Charity registered in England & Wales on 05/09/2017, number: 1174518

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
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

6 returns made; AR23: 53 days late,

Main office

Age Cymru
Trident Court
East Moors Road
CARDIFF
CF24 5TD

Objectives

1. TO PROMOTE SOCIAL INCLUSION FOR THE PUBLIC BENEFIT BY WORKING WITH PEOPLE IN WALES WHO ARE SOCIALLY EXCLUDED ON THE GROUNDS OF THEIR OLD AGE TO RELIEVE THE NEEDS OF SUCH PEOPLE AND ASSIST THEM TO INTEGRATE INTO SOCIETY, IN PARTICULAR BY:A) ORGANISING MEMBER NETWORK GROUPS WITHIN LOCAL AUTHORITY AREAS THAT ENCOURAGE AND ENABLE OLDER MEMBERS OF THE COMMUNITY TO PARTICIPATE MORE EFFECTIVELY WITH THE WIDER COMMUNITY;B) INCREASING, OR CO-ORDINATING, OPPORTUNITIES FOR OLDER PEOPLE TO ENGAGE WITH SERVICE PROVIDERS, TO ENABLE THOSE PROVIDERS TO ADAPT SERVICES TO BETTER MEET THE NEEDS OF OLDER PEOPLE AND DEVELOPING AND PROMOTING GOOD PRACTICE AND;C) PROVIDING AN EFFECTIVE, REPRESENTATIVE AND INDEPENDENT ADVOCATE FOR OLDER PEOPLE’S VIEWS AND TO INFLUENCE POLICY AND PRACTICE CONCERNING OLDER PEOPLE AT A LOCAL, REGIONAL AND NATIONAL LEVEL WHICH MAY INCLUDE UNDERTAKING POLITICAL ACTIVITIES PROVIDED THAT THE TRUSTEES ARE SATISFIED THAT THE PROPOSED POLITICAL ACTIVITIES WILL FURTHER THE PURPOSES OF THE CHARITY TO AN EXTENT JUSTIFIED BY THE RESOURCES COMMITTED AND THE POLITICAL ACTIVITY IS NOT THE DOMINANT MEANS BY WHICH THE CHARITY CARRIES OUT ITS OBJECTS2. THE PROMOTION OF EQUALITY AND DIVERSITY IN WALES AND IN PARTICULAR THE ELIMINATION OF DISCRIMINATION ON THE GROUNDS OF AGE FOR THE PUBLIC BENEFIT BY:A) ADVANCING EDUCATION AND RAISING AWARENESS IN EQUALITY AND DIVERSITY;B) PROMOTING ACTIVITIES TO FOSTER UNDERSTANDING BETWEEN PEOPLE FROM DIVERSE BACKGROUNDS;C) CONDUCTING OR COMMISSIONING RESEARCH ON EQUALITY AND DIVERSITY ISSUES AND PUBLISHING THE RESULTS TO THE PUBLIC;D) CULTIVATING A SENTIMENT IN FAVOUR OF EQUALITY AND DIVERSITY BY THE USE OF PUBLICATIONS, SCHEMES FOR BUSINESSES, CELEBRATING THE ACHIEVEMENTS OF OLDER PEOPLE AS AMBASSADORS PROMOTING POSITIVE IMAGES AND PUBLIC ADVOCACY.

Data Sources