Finance Score: -2

Governance Score: 3

Support Score: 3

Low unrestricted reserves: -2

Gender balanced board: +3

Grant maker support: +3

Overall GiG Score: 4

YMDDIRIEDOLAETH GOFALWYR GOGLEDD CYMRU – GWASANAETHAU GOFAL CROESFFYRDD CARERS TRUST NORTH WALES – CROSSROADS CARE SERVICES

The charitable company is registered as a domiciliary care agency with the Care Inspectorate Wales, and employs trained carer support workers who work closely with families who have caring commitments. We deliver home based respite and emotional support specifically to carers and their families, and we also provide weekly and monthly support groups.

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 gender

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return

Financial issues to consider:

Unrestricted reserves appear to be dangerously low at the latest year end

Established: 17 years

www.nwcrossroads.org.uk

northwales@nwcrossroads.org.uk

01492542212

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		£1,078	£1,098	£-20	£0	£552	£171	1.9	50	9
31/03/22		£1,023	£964	£59	£0	£572	£163	2	48	5
31/03/21		£1,134	£960	£174	£0	£512	£63	0.8	50	3
31/03/20		£847	£874	£-27	£0	£187	£16	0.2	56	6
31/03/19		£879	£887	£-8	£0	£214	£15	0.2	56	9
31/03/18		£704	£729	£-26	£0	£221	£12	0.2	52	0
31/03/17		£669	£635	£34	£0	£247	£12	0.2	50	0
31/03/16		£569	£563	£5	£0	£213	£8	0.2	57	0
31/03/15	*	£588	£597	£-10	£4	£208	£7	0.1	25	0
31/03/14		£522	£546	£-24	£4	£218	£3	0.1	25	0
31/03/13		£528	£536	£-8	£4	£242	£1	0	25	0
31/03/12		£564	£693	£-129	£5	£250	£1	0	30	0
31/03/11		£705	£769	£-65	£8	£379	£1	0	4	0
31/03/10		£878	£877	£1	£7	£444	£5	0.1	3	0
31/03/09		£950	£925	£25	£7	£443	£3	0	2	0
31/03/08		£1,133	£715	£418	£4	£418	£0	0	2	0

Show more rows -->

Show financials table -->

Download accounts

Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 24%
Liabilities/Income: 16%
Unrestricted Funds/Total Funds: 31%
Reserves/Spending: 1.9 months
Net Current Assets/Spending: 6 months
Quick Ratio: 2.9

Asset Split ?

Listed activities

Disability
Economic/Community Development/Employment
General Charitable Purposes
Other Charitable Purposes
Recreation
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

How it operates

Other charitable activities
Provides advocacy/advice/information
Provides human resources
Provides services

Where it operates

Ceredigion, Conwy, Denbighshire, Flintshire, Gwynedd, Isle Of Anglesey, Wrexham,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
People With Disabilities
The General Public/Mankind

Who works here?

50 employees
9 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
Masonic Trust - MCF Freemasons COVID-19 Community Fund
£25,000	08/03/2021	Grant for a 'Freemasons' Fund' to provide essential goods such as food parcels, white goods, fuel vouchers and home schooling equipment to unpaid carers that are struggling in North Wales.
Lloyds Bank Foundation - Grant to Carers Trust North Wales - Crossroads Care Services
£74,829	16/10/2018 36	Towards the salary and on costs of the Young Adult Carer Project Officer delivering the Young Adult Carers (16-25) service in Anglesey and Conwy.
Lloyds Bank Foundation - Grant to Crossroads North Wales
£13,700	27/04/2012	the salary and on costs of the part-time `My Care My Choice` Project Officer

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Age Range of Trustees: 58-88

ANDREW DAVID BURGEN Appointed: 2021, Occupation: Retired

BETHAN TRENCHARD Appointed: 2016, Occupation: Retired, Other trusteeships: CLWYD - DENBIGH FEDERATION OF WOMEN'S INSTITUTES, INSTITUTE AND WAR MEMORIAL, HAFAN IFAN,

DAVID BRYDON Appointed: 2009, Occupation: Retired, Other trusteeship: CYFEILLION YNYS TYSILIO / FRIENDS OF CHURCH ISLAND,

DR JOHN ANTHONY REES Appointed: 2014, Occupation: Businessman

MICHAEL PATRICK BOYLE Appointed: 2016, Occupation: Retired

MARIA ALBA SKUDLARZ Appointed: 2016, Occupation: Retired

PEARL ROBERTS Appointed: 2014, Occupation: Retired

RITA JONES (Chair) Appointed: 2007, Occupation: Retired Senior Nurse

VICTOR ALAN DIXON Appointed: 2023, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 10/05/2007, number: 1119142
Registered at Companies House on 05/04/2007, number: 06205600

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Care Inspectorate Wales (CIW)

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

16 returns made; AR15: 31 days late,

Main office

SUITE 39 & 40
QUINT0N HAZELL ENTERPRISE PARK
COLWYN BAY
CONWY
LL28 5BS

Objectives

TO RELIEVE THE STRESSES EXPERIENCED BY CARERS AND BENEFICIARIES.THE AREA OF BENEFIT SHALL BE NORTH WALES (DEFINED BY THE BOUNDARIES THAT INCLUDE THE LOCAL AUTHORITIES OF GWYNEDD, YNYS MON, CONWY, DENBIGHSHIRE, FLINTSHIRE AND WREXHAM AS AGREED BY THE BOARD OF TRUSTEES OF CROSSROADS ASSOCIATION).`

Defined Area of Benefit:

NORTH WALES

Data Sources