Finance Score: 0

Governance Score: -3

Support Score: 6

No PartB

Good trustee age range: +3
Static board: -3
All male board: -3

Grant maker support: +6

Overall GiG Score: 3

ADVOCACY MATTERS (WALES)

Advocacy matters (Wales) exists to promote the independent voice and protect the rights and choices of individuals with a disability through a range of advocacy and particiaption services.

Analysis by Giving is Great

Positives:

Spending has increased over the last 3 years relative to the previous period
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 age

Regulatory & Governance issues to consider:

The Board is completely male
The Board composition appears to be rather static

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

Established: 28 years

www.advocacymatterswales.co.uk

info@advocacymatterswales.co.uk

02920233733

Charity Commission for England and Wales

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	*	£363	£361	£1	n/a	n/a	n/a	n/a	n/a	5
31/03/22		£352	£329	£22	n/a	n/a	n/a	n/a	n/a	6
31/03/21		£289	£248	£41	n/a	n/a	n/a	n/a	n/a	6
31/03/20		£289	£266	£23	n/a	n/a	n/a	n/a	n/a	8
31/03/19		£270	£264	£6	n/a	n/a	n/a	n/a	n/a	6
31/03/18		£295	£297	£-2	£0	£0	£0	n/a	0	0
31/03/17		£317	£306	£11	£0	£0	£0	n/a	0	0
31/03/16		£323	£303	£20	£0	£0	£0	n/a	0	0
31/03/15		£342	£303	£39	£0	£0	£0	n/a	0	0
31/03/14		£330	£338	£-8	£0	£0	£0	n/a	0	0
31/03/13		£413	£407	£6	£0	£0	£0	n/a	0	0
31/03/12		£407	£405	£1	£0	£0	£0	n/a	0	0
31/03/11		£404	£431	£-27	£0	£0	£0	n/a	0	0
31/03/10		£340	£340	£0	£0	£0	£0	n/a	0	0
31/03/09		£293	£270	£22	£0	£0	£0	n/a	0	0
31/03/08		£295	£305	£-10	£0	£0	£0	n/a	0	0
31/03/07		£281	£285	£-4	£0	£0	£0	n/a	0	0
31/03/06		£284	£263	£20	£0	£0	£0	n/a	0	0
31/03/05		£210	£207	£3	£0	£0	£0	n/a	0	0
31/03/04		£171	£179	£-8	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Disability

How it operates

Provides advocacy/advice/information

Where it operates

Cardiff, Vale Of Glamorgan,

Who it helps

People With Disabilities

Who works here?

Unknown number of employees
5 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

National Lottery Community Fund	£261,032
Henry Smith Charity	£90,800
Virgin Money Foundation	£1,000

Specific Donations

Amount	When Months	To be used for
Henry Smith Charity - Grant to Advocacy Matters (Wales)
£90,800	19/03/2020 36	towards three years' salary of an Independent Advocate at a project providing support to people with learning difficulties facing financial hardship and social exclusion in Cardiff and the Vale of ....more towards three years' salary of an Independent Advocate at a project providing support to people with learning difficulties facing financial hardship and social exclusion in Cardiff and the Vale of Glamorgan
National Lottery Community Fund - Count Me In
£261,032	24/01/2020 36	Advocacy Matters Wales (AMW) will provide an independent offer of advocacy to residents at residential care settings across Cardiff and the Vale. This will ensure that those people with learning ....more Advocacy Matters Wales (AMW) will provide an independent offer of advocacy to residents at residential care settings across Cardiff and the Vale. This will ensure that those people with learning difficulties have support with issues that are important to them. Staff who are employed at 58 residential care homes will also receive advocacy awareness sessions and be supported by the independent advocates to take care of patients' personal issues. £261,032, over three years, will cover staff costs and training, travel, overheads and general running costs.
Virgin Money Foundation - Grant to Advocacy Matters Wales
£1,000	28/08/2019	Grant to Advocacy Matters Wales used to purchase promotional materials to increase the visibility of their services to people who might benefit from joining the group.
Masonic Trust - MCF Small Grant
£4,688	18/12/2018	Unrestricted core funding for small charities
Lloyds Bank Foundation - Grant to Advocacy Matters (Wales)
£74,400	22/05/2017 36	Funding a part-time Independent Casework Advocate to address issues with adults with a learning disability who are victims of abuse/exploitation to increase their ability to make informed choices to ....more Funding a part-time Independent Casework Advocate to address issues with adults with a learning disability who are victims of abuse/exploitation to increase their ability to make informed choices to be safe.
National Lottery Community Fund - Independent Advocacy for Adults with Autism Spectrum Conditions (ASC)
£215,330	26/11/2014 36	Not Available
Lloyds Bank Foundation - Grant to Advocacy Matters (Wales)
£74,400	13/08/2014	Funding a part-time Independent Casework Advocate to address issues with adults with a learning disability who are victims of abuse/exploitation to increase their ability to make informed choices to ....more Funding a part-time Independent Casework Advocate to address issues with adults with a learning disability who are victims of abuse/exploitation to increase their ability to make informed choices to be safe.
National Lottery Community Fund - Independent advocacy for parents with learning disabilities
£247,872	23/05/2012 36	The project will provide one-to-one advocacy services to parents and prospective parents with learning disabilities in Cardiff, Newport and the Vale of Glamorgan. Peer and self-advocacy support ....more The project will provide one-to-one advocacy services to parents and prospective parents with learning disabilities in Cardiff, Newport and the Vale of Glamorgan. Peer and self-advocacy support groups will be delivered in partnership with local People First groups through the creation of Parent First Groups. The grant, over three years will fund a full-time Independent Casework Advocate, two part-time Parent First Group Development Workers and associated running costs.
Lloyds Bank Foundation - Grant to Advocacy Matters (Wales)
£23,400	28/04/2011	the salary costs of a part-time Independent Casework Advocate and associated overhead and management costs

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

Age Range of Trustees: 41-74

CLAYTON WILLIAMS Appointed: 2017, Occupation: Solicitor

DENNIS CLARKE Appointed: 2016, Occupation: Solicitor

OWEN THOMAS QC Appointed: 2015, Occupation: Barrister

PAUL SUTTON Appointed: 2015, Occupation: Compliance Officer

RHODRI DAVIES Appointed: 2016, Occupation: Officer For The Welsh Language Commissioner

Legal constitution

Charitable company registered in England & Wales on 09/05/1996, number: 1055211
Registered at Companies House on 01/04/1996, number: 03180805

Gift Aid

Registered with HMRC for Gift Aid

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
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; AR23: 5 days late,

Main office

SUITE B/1
CANTON HOUSE
435-451 COWBRIDGE ROAD EAST
CARDIFF

Objectives

TO PROMOTE THE RELIEF OF ALL PEOPLE WITH A DISABILITY OR A MENTAL NEED AND TO ASSIST THOSE PERSONS TO OVERCOME BARRIERS ATTENDANT UPON THEIR DISABILITY BY THE PROVISION OF A SERVICE CALCULATED TO: A) ASSIST A PERSON WITH A DISABILITY OR A MENTAL HEALTH NEED TO OBTAIN HIS OR HER FULL RIGHTS AS A CITIZEN. B) PROVIDE SUPPORT TO PEOPLE WITH A DISABILITY OR A MENTAL HEALTH NEED TO EXPRESS THEIR VIEWS AND WISHES ON ISSUES THAT AFFECT THEIR LIVES. C) SUPPORT, REPRESENT AND TO FACILITATE THE INVOLVEMENT OF THE PERSON WITH A DISABILITY OR A MENTAL HEALTH NEED,TO SECURE HIS OR HER PREFERRED OUTCOME

Defined Area of Benefit:

WALES

Data Sources