Finance Score: -2

Governance Score: -1

Support Score: 0

Accounts filed more than 5 days late: -2 times
No PartB

Only 4 Trustees: -1
Good trustee age range: +3
All female board: -3

No supporters identified

Overall GiG Score: -3

ADVOCACY SERVICES NORTH EAST WALES

Provides information,advocacy and support to enable persons with mental health problems in North East Wales to obtain their full rights and privileges as citizens

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

Regulatory & Governance issues to consider:

There are only 4 trustees
The Board is completely female

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Accounts have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended

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	*	£483	£431	£52	n/a	n/a	n/a	n/a	n/a	4
31/03/22		£555	£537	£19	£0	£158	£157	3.5	18	4
31/03/21		£512	£513	£-1	£0	£139	£51	1.2	18	0
31/03/20	*	£548	£527	£21	£0	£140	£133	3	18	2
31/03/19		£533	£548	£-16	£0	£119	£118	2.6	18	7
31/03/18		£553	£558	£-5	£0	£135	£134	2.9	20	0
31/03/17		£478	£476	£2	£0	£0	£0	n/a	0	0
31/03/16		£497	£481	£15	£0	£0	£0	n/a	0	0
31/03/15		£463	£445	£18	£0	£0	£0	n/a	0	0
31/03/14		£406	£400	£6	£0	£0	£0	n/a	0	0
31/03/13		£347	£327	£21	£0	£0	£0	n/a	0	0
31/03/12		£257	£240	£18	£0	£0	£0	n/a	0	0
31/03/11		£212	£201	£10	£0	£0	£0	n/a	0	0
31/03/10		£254	£242	£12	£0	£0	£0	n/a	0	0
31/03/09		£207	£187	£20	£0	£0	£0	n/a	0	0
31/03/08		£164	£154	£11	£0	£0	£0	n/a	0	0
31/03/07		£113	£121	£-9	£0	£0	£0	n/a	0	0
31/03/06		£93	£109	£-15	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 19 years
(21 years as a company)

www.ASNEW.org.uk

service.director@ASNEW.org.uk

01352759332

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
Disability
General Charitable Purposes
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Services for people with disabilities

How it operates

Provides advocacy/advice/information
Provides human resources

Where it operates

Denbighshire, Flintshire, Wrexham,

Who it helps

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

Who works here?

Unknown number of employees
4 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.

Specific Donations

Amount	When Months	To be used for
Lloyds Bank Foundation - Grant to Advocacy Services North East Wales Ltd
£67,047	04/03/2015 36	An independent advocacy service for Carer's focusing on the issues which are impacting on them and affecting their ability to fulfil their role as a carer and enable them to build their own skills, ....more An independent advocacy service for Carer's focusing on the issues which are impacting on them and affecting their ability to fulfil their role as a carer and enable them to build their own skills, regain confidence and encourage them to self advocate.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

Age Range of Trustees: 40-64

ANNA KNIGHT Appointed: 2022, Occupation: Project Manager

LYNN ROBERTS Appointed: 2023, Occupation: Retired

CATHERINE LLOYD-WILLIAMS Appointed: 2017, Occupation: Project Manager

CHARLOTTE ATKINS Appointed: 2016, Occupation: Operations Manager

Legal constitution

Charitable company registered in England & Wales on 22/06/2005, number: 1110143
Registered at Companies House on 21/03/2003, number: 04707548

Gift Aid

NOT 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

18 returns made; AR23: 82 days late, AR20: 12 days late,

Main office

FF Suite 3
Broncoed House
Broncoed Business Park
WREXHAM ROAD
MOLD
Flintshi

Objectives

THE RELIEF OF PERSONS WITH MENTAL HEALTH PROBLEMS IN NORTH EAST WALES BY PROVIDING INFORMATION,ADVOCACY AND SUPPORT IN SUCH WAYS AS APPROPRIATE, IN ORDER TO ENABLE PERSONS WITH MENTAL HEALTH PROBLEMS TO OBTAIN HIS OR HER FULL RIGHTS AND PRIVILEGES AS CITIZENS

Defined Area of Benefit:

FLINTSHIRE.

Data Sources