Finance Score: -1

Governance Score: 3

Support Score: 7

Spending falling: -1
but now stabilising: +1
Volatile income
spending growth: -1
No PartB

Dynamic board: +3

Grant maker support: +7

Overall GiG Score: 9

CAERPHILLY PEOPLE FIRST

Caerphilly People First is a self advocacy organisation run by and for people with learning disabilities. We have over 100 members and hold regular meetings with them which gives them a chance to express their views and to get the message across that they can think for themselves and should be allowed to make their own decisons.

Analysis by Giving is Great

Positives:

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 dynamic in terms of composition

Regulatory & Governance issues to consider:

Over half the Board have joined recently

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending has fallen significantly over the last 5 years relative to the previous period but has stabilised more recently
Income has been volatile recently but spending has been maintained

Established: 26 years

www.caerphillypeoplefirst.org.uk

CAERPHILLYPF@HOTMAIL.CO.UK

07970748277

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		£64	£75	£-11	n/a	n/a	n/a	n/a	n/a	15
31/03/22		£117	£80	£37	n/a	n/a	n/a	n/a	n/a	10
31/03/21		£117	£80	£37	n/a	n/a	n/a	n/a	n/a	10
31/03/20		£75	£74	£1	n/a	n/a	n/a	n/a	n/a	10
31/03/19		£143	£122	£21	n/a	n/a	n/a	n/a	n/a	10
31/03/18		£130	£134	£-4	£0	£0	£0	n/a	0	0
31/03/17		£134	£143	£-9	£0	£0	£0	n/a	0	0
31/03/16		£115	£150	£-35	£0	£0	£0	n/a	0	0
31/03/15		£127	£150	£-23	£0	£0	£0	n/a	0	0
31/03/14		£109	£133	£-24	£0	£0	£0	n/a	0	0
31/03/13		£122	£121	£1	£0	£0	£0	n/a	0	0
31/03/12		£148	£131	£17	£0	£0	£0	n/a	0	0
31/03/11		£113	£117	£-4	£0	£0	£0	n/a	0	0
31/03/10		£112	£117	£-5	£0	£0	£0	n/a	0	0
31/03/09		£122	£123	£0	£0	£0	£0	n/a	0	0
31/03/08		£156	£132	£24	£0	£0	£0	n/a	0	0
31/03/07		£96	£67	£29	£0	£0	£0	n/a	0	0
31/03/06		£72	£73	£-1	£0	£0	£0	n/a	0	0
31/03/05	*	£63	£56	£6	£0	£0	£0	n/a	0	0
31/03/04	*	£63	£56	£7	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

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

How it operates

Provides advocacy/advice/information
Provides human resources
Sponsors or undertakes research

Where it operates

Caerphilly,

Who it helps

People With Disabilities

Who works here?

Unknown number of employees
15 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

Lloyds Bank Foundation	£52,250
National Lottery Community Fund	£29,340
DCMS	£20,000
Garfield Weston Foundation	£10,000

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - Health and wellbeing Reconnect through cookery
£10,000	05/06/2023	Caerphilly People First received £10000 to provide a weekly cookery class that will enable people with learning disabilities to develop their skills in the kitchen and socialise in a safe and ....more Caerphilly People First received £10000 to provide a weekly cookery class that will enable people with learning disabilities to develop their skills in the kitchen and socialise in a safe and supportive space. This will help them to increase their independence and overall health and wellbeing. Mae Pobl yn Gyntaf Caerffili wedi derbyn £10000 i ddarparu dosbarth coginio wythnosol a fydd yn galluogi pobl ag anableddau dysgu i ddatblygu eu sgiliau yn y gegin a chymdeithasu mewn lle diogel a chefnogol. Bydd hyn yn eu helpu i gynyddu eu hannibyniaeth a’u hiechyd a lles cyffredinol.
Lloyds Bank Foundation - One off gift towards cost of living crisis to Caerphilly People First
£2,250	14/12/2022	One off gift to support with the cost of living crisis
Garfield Weston Foundation - Main Grants award
£10,000	05/03/2021	Future Focus
National Lottery Community Fund - COVID-19 - Room to Zoom
£9,375	18/12/2020 12	Caerphilly People First will help people with learning disabilities to reconnect using digital platforms during the COVID-19 outbreak. £9375 will fund staff costs and IT equipment. Bydd Caerphilly ....more Caerphilly People First will help people with learning disabilities to reconnect using digital platforms during the COVID-19 outbreak. £9375 will fund staff costs and IT equipment. Bydd Caerphilly People First yn helpu pobl ag anableddau dysgu i ailgysylltu gan ddefnyddio llwyfannau digidol yn ystod yr achosion o COVID-19. Bydd £9375 yn ariannu costau staff ac offer TG.
Lloyds Bank Foundation - Recovery grant to Caerphilly People First
£50,000	03/12/2020 24	Unrestricted grant over two years towards the core costs of Caerphilly People First, awarded under the Foundation's Learning Disabilities funding stream. Part of the Covid Recovery Fund to support ....more Unrestricted grant over two years towards the core costs of Caerphilly People First, awarded under the Foundation's Learning Disabilities funding stream. Part of the Covid Recovery Fund to support charities to emerge from the pandemic.
DCMS - VSCE CMC Fund
£20,000	06/10/2020	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 ....more 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 on-the-ground community response to the crisis; and, support local charitable organisations to mobilise volunteers to enable better targeted support in communities through empowered local groups.
National Lottery Community Fund - Safeguarding training for vulnerable people
£9,965	03/12/2019 11	Caerphilly People First will run safeguarding courses for people with learning disabilities to help them to identify abuse and increase their confidence to report it. £9,965 will fund staff and ....more Caerphilly People First will run safeguarding courses for people with learning disabilities to help them to identify abuse and increase their confidence to report it. £9,965 will fund staff and volunteer costs, office equipment and phones, travel expenses and promotional materials.
National Lottery Community Fund - Learning Disability Training Project
£9,650	12/06/2018 12	Learning Disability Training Project
Lloyds Bank Foundation - Grant to Caerphilly People First
£75,000	28/03/2017 36	Delivery of the transitioning into independent living support programme for individuals with learning difficulties living with Caerphilly Borough.
Lloyds Bank Foundation - Grant to Caerphilly People First
£14,352	08/07/2015 12	delivering a pilot project to evidence the need and subsequent impact that they have in supporting individuals with a learning disability across Caerphilly borough to transition into independent ....more delivering a pilot project to evidence the need and subsequent impact that they have in supporting individuals with a learning disability across Caerphilly borough to transition into independent living. The grant will fund salary costs
Lloyds Bank Foundation - Grant to Caerphilly People First
£15,000	24/02/2012	the salary and on costs of a Young People First Project Worker and a Co-Worker

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

AMANDA EVANS Appointed: 2022

FFION BETHELL Appointed: 2017

NATALIE STAPLEY Appointed: 2023

SOPHIE MORGAN Appointed: 2023

TRACY TREGASKIS Appointed: 2022

Legal constitution

Charity registered in England & Wales on 08/01/1998, number: 1067252

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Care Inspectorate Wales (CIW)
Welsh Government (Social Landlords And Housing Associations)

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
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; AR05: 74 days late, AR04: 25 days late,

Main office

BARGOED YMCA
AERON PLACE
BARGOED
CF81 8JA

Objectives

1-TO RELIEVE AND SUPPORT PEOPLE WITH LEARNING DISABILITIES LIVING OR WORKING IN CAERPHILLY COUNTY BOROUGH, THROUGH SERVICES WHICH ENABLE PEOPLE WITH LEARNING DISABILITIES TO OBTAIN THEIR FULL RIGHTS AND PRIVILEGES AS CITIZENS. 2-TO ADVANCE THE EDUCATION OF THE GENERAL PUBLIC ABOUT THE EDUCATIONAL, PHYSICAL, EMOTIONAL AND PHYSIOLOGICAL DISABILITIES.3-TO ADVANCE AND PROMOTE EDUCATION OF ALL PEOPLE WITH LEARNING DISABILITIES THROUGH TRAINING WORKSHOPS, GROUP WORK .

Defined Area of Benefit:

CAERPHILLY

Data Sources