Finance Score: 5
Governance Score: 9
Support Score: 8
  • Future income +5
  • No PartB
  • Good trustee age range: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • Overall weighted support: +8
Overall GiG Score: 22 ?

CANOLFAN CYNGHORI BRO DDYFI ADVICE CENTRE

We are an independent Advice Centre providing free, confidential information, advice and support for the people of Mid Wales in particular the Dyfi Valley.
Analysis by Giving is Great

Positives:

  • A significant proportion of recent income was derived from major grant makers and there are significant future grants due to be received
  • The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Financial issues to consider:

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

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
31/05/23£75£60£15n/an/an/an/an/an/a
31/05/22£31£69£-38n/an/an/an/an/an/a
31/05/21£85£51£34n/an/an/an/an/an/a
31/05/20£76£63£13n/an/an/an/an/an/a
31/05/19£60£47£13n/an/an/an/an/an/a
31/05/18£72£65£7n/an/an/an/an/an/a
31/05/17£64£63£1n/an/an/an/an/an/a
31/05/16£70£69£1n/an/an/an/an/an/a
31/05/15£62£47£14n/an/an/an/an/an/a
31/05/14£37£31£5n/an/an/an/an/an/a
31/05/13£16£28£-12n/an/an/an/an/an/a
31/05/12£46£31£15n/an/an/an/an/an/a
31/05/11£26£29£-2n/an/an/an/an/an/a
31/05/10£26£30£-4n/an/an/an/an/an/a
31/05/09£61£67£-6n/an/an/an/an/an/a
31/05/08£48£51£-3n/an/an/an/an/an/a
31/05/07*£50£42£8n/an/an/an/an/an/a
31/05/06*£43£47£-4n/an/an/an/an/an/a

Highest pay bracket: less than £60,000
Established: 19 years

www.advicemidwales.org

enquiries@advicemidwales.org.uk

01654 700192

Charity Commission for England and WalesCompanies House
UN SDGs
?
Listed activities
  • General Charitable Purposes
GiG Classification
  • Practical support, advice & companionship
How it operates
  • Other charitable activities
  • Provides advocacy/advice/information
Where it operates
  • Ceredigion, Gwynedd, Powys,
Who it helps
  • Elderly/Old People
  • People With Disabilities
  • 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
Tudor Trust£47,000
National Lottery Community Fund£42,013
Co-Operative Group£8,225
Allen Lane Foundation£6,000
Garfield Weston Foundation£5,000
The Foyle Foundation£5,000
Woodward Charitable Trust£1,250
Specific Donations
Amount When
Months
To be used for
National Lottery Community Fund - Wales COL - Meeting increased demand as a result of the cost-of-living Situation
£42,013 14/03/2023
24
Canolfan Cynghori Bro Ddyfi Advice Centre's grant will provide more face to face advice services in and around Machynlleth and outreach services in South Gwynedd and North Ceredigion. Over two years the £42013 grant will pay for staff project ....more
Woodward Charitable Trust - Core costs
£1,250 31/10/2022
Core costs
Co-Operative Group - Grant to Advice Mid Wales - Cyngor Canolbarth Cymru
£3,724 22/10/2022
We wish to pay for a part-time specialist debt and money adviser for an additional six months to help meet what is a critical need in our community for free financial advice and support.
Allen Lane Foundation - Grant to Advice Mid Wales
£6,000 11/07/2022
24
£6,000 over two years (£4,000 now then £2,000 in year two) towards the salary of a Debt and Money Advisor to support older people of this organisation based in Machynlleth.
Garfield Weston Foundation - Main Grants award
£5,000 03/06/2022
Advice Mid Wales - Request for contribution towards Core costs including salaries.
Tudor Trust - Grant to Advice Mid Wales - Cyngor Canolbarth Cymru
£2,000 06/01/2021
as an additional grant to support staff, volunteer and trustee wellbeing, to assist the organisation deliver its charitable purpose more effectively
Co-Operative Group - Grant to Advice Mid Wales - Cyngor Canolbarth Cymru
£4,500 24/10/2020
We would like to pay for training for our volunteers so we can provide a free and accessible, quality advice service for our community.
The Foyle Foundation - Small Grants
£5,000 23/04/2020
towards core running costs during the year end May 2021 (awarded grant in response to coronavirus)
Tudor Trust - Grant to Advice Mid Wales - Cyngor Canolbarth Cymru
£45,000 12/03/2020
36
over three years as continuation funding towards the centre manager's salary at an advice centre in Machynlleth
The Clothworkers Foundation - Grant to Bro Ddyfi Advice Centre
£5,500 03/09/2019
replacement of outdated IT equipment and telephone system for a charity which works with older people
Garfield Weston Foundation - Main Grants award
£5,000 26/11/2018
Advice Mid Wales - Core Costs Contribution 'Helping us to help our Community'
The Leathersellers' Company Charitable Fund - Grant to Bro Ddyfi Advice Centre
£20,000 12/10/2018
48
Main Grant unrestricted core costs
Tudor Trust - Grant to Advice Mid Wales
£50,000 16/02/2018
24
over two years as continuation funding towards salaries at an advice centre working in and around Machynlleth in rural Mid Wales
Garfield Weston Foundation - Main Grants award
£5,000 10/05/2017
Supporting Advice Mid Wales
Tudor Trust - Grant to Advice Mid Wales
£93,000 26/08/2014
36
over three years towards the general manager's salary at an advice centre working in Machynlleth, Corris and Welshpool
Henry Smith Charity - Grant to Advice Mid Wales
£57,900 13/03/2014
24
towards two years' salaries of Specialist Case Workers at a project providing welfare benefits and money advice services to disadvantaged communities in Mid Wales
Lloyds Bank Foundation - Grant to Canolfan Cynghori Bro Ddyfi Advice Centre
£14,000 31/05/2013
Support for this independent advice centre will allow individuals and families from Machynlleth and surrounding area to access free and impartial advice empowering them to make informed choices that impact on their lives
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)
Current Trustees appointed
Gender Split
Based on 6/7 persons

Age Range of Trustees: 36-81
  • CARL WILLIAM STRACK Appointed: 2021, Occupation: Retired
  • CAROLYN WACHER Appointed: 2024, Occupation: Retired
  • CHRISTINE PENFOLD Appointed: 2018, Occupation: Retired
  • HANNAH LOUISE VAUGHAN QUINCEY Appointed: 2016, Occupation: Self Employed
  • JARROW TREVELYAN Appointed: 2024
  • KATHY PRICE Appointed: 2011, Occupation: Retired Teacher
  • WILLAM JOHN MCCANN (Chair) Appointed: 2008, Occupation: Retired
Legal constitution
  • Charitable company registered in England & Wales on 25/08/2005, number: 1111040
  • Registered at Companies House on 17/05/2005, number: 05454713
Gift Aid
  • Registered with HMRC for Gift Aid
Other Regulators
  • Financial Conduct Authority
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
  • 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; AR07: 25 days late, AR06: 12 days late,
Main office

Machynlleth & District Care Centre
Forge Road
MACHYNLLETH
SY20 8EQ

Objectives

TO PROMOTE ANY CHARITABLE PURPOSE FOR THE BENEFIT OF THE COMMUNITY IN MID WALES AND PRIMARILY IN BRO DDYFI BY THE ADVANCEMENT OF EDUCATION, THE PROTECTION AND PRESERVATION OF HEALTH AND THE RELIEF OF POVERTY, SICKNESS AND DISTRESS

Defined Area of Benefit:

MID WALES AND PRIMARILY IN BRO DDYFI

Data Sources

Charity Commission for England and Wales
360 Giving

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