Finance Score: 3
Governance Score: 9
Support Score: 7
  • Liabilities <10%: +3
  • Good trustee age range: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • Overall weighted support: +7
Overall GiG Score: 19 ?

VOLUNTARY ACTION MERTHYR TYDFIL

To provide a unique, quality service which supports, represents and helps develop third sector organisations and volunteering in the County Borough of Merthyr Tydfil
Analysis by Giving is Great

Positives:

  • This charity has a robust balance sheet
  • 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
  • This charity is based in an area of high deprivation

Regulatory & Governance issues to consider:

  • This charity only provides its support via other charities

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
31/03/23£999£1,020£-22£0£936£8089.5110
31/03/22£1,017£868£149£0£961£75110.4100
31/03/21£1,213£955£258£0£805£6017.690
31/03/20£1,149£1,075£73£0£533£4475103
31/03/19£823£1,014£-191£0£582£5406.4143
31/03/18£1,519£1,702£-183£0£772£5954.2180
31/03/17£1,842£1,572£270£0£956£6064.6220
31/03/16*£1,619£1,621£-2£0£685£6274.6210
31/03/15£1,578£1,582£-4£31£687£3052.3230
31/03/14*£1,211£1,201£10£24£691£3363.4210
31/03/13£1,182£1,216£-34£34£679£3503.5220
31/03/12*£1,298£1,314£-16£46£713£2682.5280
31/03/11*£1,248£1,214£34£44£729£4003.9300
31/03/10£917£943£-26£38£694£2112.7240
31/03/09£976£1,056£-80£51£720£6477.3240
31/03/08*£359£390£-31n/an/an/an/an/an/a

Financial Ratios
Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 4%
Liabilities/Income: 4%
Unrestricted Funds/Total Funds: 86%
Reserves/Spending: 9.5 months
Net Current Assets/Spending: 9 months
Quick Ratio: 18.2
Asset Split ?
Balance Sheet History
Established: 18 years

www.vamt.net

sharon.richards@vamt.net

01685353900

Charity Commission for England and WalesCompanies HouseFacebookX
UN SDGs
?
Listed activities
  • Economic/Community Development/Employment
  • General Charitable Purposes
GiG Classification
  • Philanthropic intermediaries and volunteering
How it operates
  • Acts as an umbrella or resource body
Where it operates
  • Merthyr Tydfil,
  • This charity is based in an area of high deprivation
Who it helps
  • Other Charities Or Voluntary Bodies

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.

Specific Donations
Amount When
Months
To be used for
Lloyds Bank Foundation - Grant to Voluntary Action Merthyr Tydfil
£61,122 14/12/2023
12
Grant to Voluntary Action Merthyr Tydfil
Lloyds Bank Foundation - Grant to Voluntary Action Merthyr Tydfil
£27,545 22/09/2021
Grant to Voluntary Action Merthyr Tydfil
National Lottery Community Fund - MAGNET (Merthyr Achieving Greater Networking and Engagement Together)
£980,037 23/11/2012
60
Voluntary Action Merthyr Tydfil will manage a portfolio of seven, four year projects across the Merthyr Tydfil local authority area. An estimated 2498 beneficiaries will be engaged to increase their participation with service providers. Management ....more
National Lottery Community Fund - Community Voice
£15,053 18/01/2012
11
Voluntary Action Merthyr Tydfil will manage a portfolio of six projects in the Merthyr Tydfil local authority area. Five of the projects will engage local communities of interest and one a community of geography. Target groups include older and ....more

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)
Current Trustees appointed
Gender Split

Age Range of Trustees: 36-82
  • ANNE ROBERTS Appointed: 2014, Occupation: Retired
  • DAVID HUGHES Appointed: 2023, Occupation: Councillor
  • HOWARD JACKSON Appointed: 2024, Occupation: Trustee
  • JEFFREY EVANS Appointed: 2024, Occupation: Trustee
  • KAYLEIGH ANNE NOR-VAL Appointed: 2018, Occupation: Services Manager
  • MICHAEL RONAN Appointed: 2019, Occupation: Retired
  • NICOLA BARBARA MAHONEY Appointed: 2009, Occupation: Executive Director
Legal constitution
  • Charitable company registered in England & Wales on 15/03/2007, number: 1118403
  • Registered at Companies House on 19/01/2007, number: 06058360
Gift Aid
  • NOT registered with HMRC for Gift Aid
Event History
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
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
Filing Record
16 returns made; AR16: 1 days late, AR14: 4 days late, AR12: 2 days late, AR11: 2 days late, AR08: 6 days late,
Recent reorganisation events:
  • Asset transfer in from MERTHYR TYDFIL GLOBAL VILLAGE on 07/11/2023
Main office

Voluntary Action Merthyr Tydfil
89-90 Pontmorlais
MERTHYR TYDFIL
CF47 8UH

Objectives

TO PROMOTE ANY CHARITABLE PURPOSE FOR THE BENEFIT OF THE COMMUNITY IN THE COUNTY BOROUGH OF MERTHYR TYDFIL AS DEFINED IN THE LOCAL GOVERNMENT (WALES) ACT 1994 AND SURROUNDING AREA (THE AREA OF BENEFIT) AND IN PARTICULAR (BUT NOT LIMITED TO) THE ADVANCEMENT OF EDUCATION, THE FURTHERANCE OF HEALTH AND THE RELIEF OF POVERTY, DISTRESS AND SICKNESS.

Defined Area of Benefit:

THE COUNTY BOROUGH OF MERTHYR TYDFIL AS DEFINED IN THE LOCAL GOVERNMENT (WALES) ACT 1994 AND SURROUNDING AREA

Data Sources

Charity Commission for England and Wales
360 Giving

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