Finance Score: 3
Governance Score: 9
Support Score: 9
  • Good reserves management: +3
  • Good trustee age range: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • Overall weighted support: +9
Overall GiG Score: 21 ?

WELSH HOUSING AID LIMITED

Shelter Cymru exists to defend the right to a safe home, because home is everything. We will always fight for home, and for everyone without one. Together, we can fight the devastating impact the housing emergency has on people and society. We never give up.
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 age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

  • Over half the Board have joined recently

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
30/09/23£4,560£4,597£-37£493£2,600£2,6006.812344
30/09/22£4,247£3,948£299£318£2,626£2,626811451
30/09/21£4,377£3,728£648£275£2,328£2,3287.511414
30/09/20£3,896£3,603£293£259£1,679£1,6795.611528
30/09/19£3,677£3,411£266£270£1,386£1,3864.911135
30/09/18£3,323£3,086£237£190£1,121£1,1214.4940
30/09/17£3,293£3,206£88£209£884£8843.31040
30/09/16£3,339£3,500£-161£287£796£7962.71100
30/09/15£3,409£3,489£-79£287£957£9573.31110
30/09/14£3,440£3,447£-7£183£1,037£1,0373.61040
30/09/13£3,914£3,513£401£134£1,043£1,0433.61030
30/09/12£3,825£3,761£64£167£643£6432.11080
30/09/11£3,854£3,933£-79£178£579£5791.8990
30/09/10£3,679£3,725£-46£207£658£6582.1860
30/09/09£3,701£3,697£4£167£703£7032.3950
30/09/08£3,473£3,434£39£151£699£6992.4920
30/09/07£3,357£3,312£45£137£660£6602.4850
30/09/06£3,085£2,954£132n/an/an/an/an/an/a
30/09/05£2,811£2,743£68n/an/an/an/an/an/a
30/09/04*£2,840£2,789£51n/an/an/an/an/an/a

Financial Ratios
Fundraising Costs/Relevant Income: 10.9%
Fundraising Costs/Total Spending: 10.7%
Senior Staff Costs/Total Spending: 2%
Highest pay band: £80,000-£90,000
Liabilities/Assets: 24%
Liabilities/Income: 18%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 6.8 months
Net Current Assets/Spending: 5 months
Quick Ratio: 2.9
Asset Split ?
Balance Sheet History
Established: 40 years

www.sheltercymru.org.uk

samanthat@sheltercymru.org.uk

01792469400

Charity Commission for England and WalesCompanies HouseX
UN SDGs
?
Listed activities
  • Accommodation/Housing
  • Education/Training
GiG Classification
  • Other welfare services
How it operates
  • Provides advocacy/advice/information
Where it operates
  • Throughout Wales,
Who it helps
  • Other Charities Or Voluntary Bodies
  • 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£350,000
Access to Justice Foundation£163,859
Comic Relief£108,981
National Lottery Community Fund£93,224
Specific Donations
Amount When
Months
To be used for
Access to Justice Foundation - Improving Outcomes Through Legal Support (IOTLS) grant
£19,978 23/05/2022
The funding programme aims to support organisations working to sustain and improve access to early social welfare and family legal support and advice, to enable users to resolve these problems as early as possible and avoid the need for court or ....more
Access to Justice Foundation - Joint Initiative Flexible COVID-19 Grant
£60,000 09/08/2021
A flexible grant as part of wave 2 of the Community Justice Fund. A pooled fund to support the specialist legal welfare advice sector in its response to COVID31
Comic Relief - Project Polaris - Preventing homelessness through digital transformation
£68,981 28/04/2021
Shelter Cymru provides free information and advice for people in poor housing, or facing/ experiencing homelessness. Nearly 50% of calls to our helpline, Shelter Cymru Live, go unanswered due to high demand on the service. Around 86% of those ....more
Access to Justice Foundation - Joint Initiative Flexible COVID-19 Grant
£83,881 16/07/2020
A flexible grant as part of wave 1 of the Community Justice Fund. A pooled fund to support the specialist legal welfare advice sector in its response to COVID19
Comic Relief - Shelter Cymru Recovery Funding
£40,000 23/06/2020
6
COVID19 Recovery funding
National Lottery Community Fund - Covid-19: Cyngor Dyled Tai/Housing Debt Advice
£93,224 18/06/2020
15
Welsh Housing Aid Limited have received £93224 to deliver specialist housing debt advice to people in Swansea and Wrexham to help people to stay in their homeless and prevent homelessness. They will particularly target people who have suffered ....more
Dulverton Trust - Preventing Homelessness Caused By Coronavirus
£25,000 10/06/2020
Preventing Homelessness Caused By Coronavirus
DCMS - VSCE CMC Fund
£32,751 20/05/2020
NET, Comic Relief and Children in Need will use this funding to provide: increased support to vulnerable people and hidden groups, thus reducing the burden on public services; reach local grassroots and small organisations who can provide an ....more
Henry Smith Charity - Grant to Shelter Cymru
£350,000 19/03/2020
36
towards three years' running costs of a Housing First project providing support for homeless people with complex needs who have been unsuccessful in being supported through traditional services in Gwynedd, Wales
Comic Relief - Street Advice Cymru
£300,369 06/03/2019
36
Street homelessness in Wales is an increasingly visible and pressing issue. Evidence suggests there has been a 44% increase since 2015. In 2018 there were 345 rough sleepers in Wales. Shelter Cymru has an extensive track record of preventing ....more
National Lottery Community Fund - Families and Communities Project
£9,805 26/07/2018
12
Project Summary :_x000D_ Welsh Housing Aid Limited in Cardiff will use the grant to improve relationships between young people and their families to reduce anti-social behaviour which is putting their tenancies at risk._x000D_ What Money is for ....more
Garfield Weston Foundation - Main Grants award
£50,000 26/09/2017
HELPING MORE PEOPLE
Masonic Trust - Housing Law Advocacy Support
£20,000 19/07/2017
Advocacy, advice and information and support for homeless or vulnerably housed people.
National Lottery Community Fund - Cyngor 50+ Advice
£498,496 29/01/2015
36
Not Available
National Lottery Community Fund - 'Take Notice Project - Citizens shaping services'
£249,905 30/01/2014
36
The project will establish ‘Take Notice Citizens’ who will provide a voice for homeless people and set a standard for the delivery and evaluation of other statutory and voluntary services. Service providers and communities will listen to ....more
National Lottery Community Fund - Valleys Inclusion Project
£293,094 28/11/2011
49
The project will support the prevention of homelessness by addressing anti-social behaviour and social exclusion in Caerphilly and Rhondda Cynon Taff local authority areas. This will be achieved by providing support and guidance to identified ....more
National Lottery Community Fund - Wrexham Community Money Advice Project
£246,018 25/05/2011
48
The project will provide specialist money and debt advice dealing with a range of queries from one off enquiries through to complex cases requiring casework, negotiation with creditors and court representation.
National Lottery Community Fund - The 50+ CarmarthenshireSettled Homes Project
£254,005 29/03/2011
48
The project aims to ensure older people facing homelessness are enabled to remain in their homes or are assisted into alternative, sustainable homes. The project will deliver social welfare (housing, debt and welfare benefits) advice, advocacy and ....more
National Lottery Community Fund - RECESSION - Shelter Cymru's Community Email Advice Service
£39,503 11/03/2010
36
The project will offer a bilingual email advice service on housing, homelessness and housing-related debt matters and will accompany a new web-based bilingual advice information resource that was launched in October 2009. The service will ....more
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)
Current Trustees appointed
Gender Split
Based on 9/11 persons

Age Range of Trustees: 33-75
  • ANDREW JAMES CLENNELL Appointed: 2021, Occupation: Chartered Accountant
  • CERI HUW BREEZE Appointed: 2018, Occupation: Retired
  • CHERYL TRACY Appointed: 2022, Occupation: Head Of Business Improvement
  • FELICITY MCKEE Appointed: 2022, Occupation: Student, Project Officer, Pride
  • GARETH ARTHUR LEECH Appointed: 2022, Occupation: Programme Manager
  • MERI HUWS Appointed: 2019, Occupation: Retired
  • MICHAEL THEODOULOU (Chair) Appointed: 2022, Occupation: Director Of A Charity
  • MIGUELA GONZALEZ Appointed: 2022, Occupation: Head Of Diversity And Inclusion
  • NURIA ZOLLE Appointed: 2017, Occupation: Co-Director
  • RHIAN WYN EDWARDS Appointed: 2022, Occupation: Chief Executive Officer
  • SARAH BOWEN Appointed: 2023, Occupation: Fundraising And Comms
Legal constitution
  • Charitable company registered in England & Wales on 12/12/1984, number: 515902
  • Registered at Companies House on 04/07/1984, number: 01830262
Gift Aid
  • Registered with HMRC for Gift Aid
Other Regulators
  • Financial Conduct Authority
Policies in force
  • Bullying and harassment policy and procedures
  • Campaigns and political activity policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Engaging external speakers at charity events policy and procedures
  • 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
20 returns made; AR04: 1 days late,
Main office

SHELTER CYMRU
25 WALTER ROAD
SWANSEA
SA1 5NN

Objectives

TO RELIEVE THE POVERTY, HARDSHIP AND DISTRESS CAUSED BY HOMELESSNESS AND BAD HOUSING. FOR FURTHER DETAILS SEE CLAUSE 2 OF THE MEMORANDUM OF ASSOCIATION.

Defined Area of Benefit:

NOT DEFINED

Data Sources

Charity Commission for England and Wales
360 Giving

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