Finance Score: 4

Governance Score: -1

Support Score: 3

Liabilities <10%: +3
Reasonable growth: +1

Mainly female board: -1

Grant maker support: +3

Overall GiG Score: 6

AGE CONNECTS NORTH EAST WALES

Promote health & wellbeing of people over 50 and their carers.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
There has been reasonable growth in spending 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

Regulatory & Governance issues to consider:

The Board is predominantly female

Established: 16 years

www.ageconnectsnewales.org.uk

info@ageconnectsnewales.org.uk

08450549969

Charity Commission for England and Wales

Tweets

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		£535	£447	£88	£0	£390	£390	10.5	34	10
31/03/22		£485	£470	£15	n/a	n/a	n/a	n/a	n/a	10
31/03/21		£402	£403	£-1	n/a	n/a	n/a	n/a	n/a	10
31/03/20		£340	£345	£-5	n/a	n/a	n/a	n/a	n/a	10
31/03/19		£299	£317	£-18	n/a	n/a	n/a	n/a	n/a	15
31/03/18		£268	£316	£-48	£0	£0	£0	n/a	0	0
31/03/17		£343	£376	£-33	£0	£0	£0	n/a	0	0
31/03/16		£362	£433	£-71	£0	£0	£0	n/a	0	0
31/03/15		£506	£542	£-36	£6	£390	£390	8.6	11	0
31/03/14		£634	£712	£-78	£7	£426	£413	7	26	0
31/03/13		£1,021	£732	£289	£179	£504	£471	7.7	31	0
31/03/12		£852	£638	£214	£7	£215	£37	0.7	21	0
31/03/11		£583	£624	£-40	£4	£263	£65	1.2	22	0
31/03/10	*	£0	£0	£0	n/a	n/a	n/a	n/a	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 7%
Liabilities/Income: 6%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 10.5 months
Net Current Assets/Spending: 7 months
Quick Ratio: 8.4

Asset Split ?

Listed activities

General Charitable Purposes
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Flintshire, Wrexham,

Who it helps

Elderly/Old People

Who works here?

34 employees
10 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
National Lottery Community Fund - COVID-19 Time to Talk
£8,523	22/09/2020 12	Age Connects North East Wales will use £8523 to expand the telephone befriending service due to an increased demand caused by the Covid-19 pandemic. It will benefit people over 50 years old in ....more Age Connects North East Wales will use £8523 to expand the telephone befriending service due to an increased demand caused by the Covid-19 pandemic. It will benefit people over 50 years old in Flintshire and Wrexham. Bydd Age Connects Gogledd Ddwyrain Cymru yn defnyddio £8523 i ehangu'r gwasanaeth cyfeillio dros y ffôn oherwydd y galw cynyddol a achosir gan bandemig Covid-19. Bydd o fudd i bobl dros 50 oed yn Sir y Fflint a Wrecsam.
Lloyds Bank Foundation - Grant to Age Connects North East Wales
£73,140	20/03/2018 36	A Project Worker will work holistically with up to 25 older people in the Wrexham area per year to enable them to transition from a significant change in their lives and to remain independent within ....more A Project Worker will work holistically with up to 25 older people in the Wrexham area per year to enable them to transition from a significant change in their lives and to remain independent within their own homes.
Co-Operative Group - Grant to Age Connects North East Wales
£2,792	29/11/2017	We would like to be able to arrange day trips for the socially isolated older people that attend our hub in Flint.
Esmee Fairbairn - Grant to Age Concern North East Wales
£21,464	31/01/2012	Towards the costs of exploring the sustainability of the lunch club as a volunteer-based community resource and to develop a body of evidence to inform development.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Age Range of Trustees: 62-86

CATHERINE 'KATE' SMITH Appointed: 2019, Occupation: Director

JENNIFER LANGLEY Appointed: 2020

MARGARET ANN WILLIAMS Appointed: 2012, Occupation: Retired

MISS MABYN PICKERING, Occupation: Retired, Other trusteeship: RHOSTYLLEN PARISH HALL,

MRS MARJORIE THOMSON (Chair), Occupation: Retired, Other trusteeships: FLINTSHIRE LOCAL VOLUNTARY COUNCIL, HOME-START FLINTSHIRE,

THOMAS NEIL DAVIES Appointed: 2014, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 06/10/2008, number: 1126170
Registered at Companies House on 24/07/2008, number: 06655221

Gift Aid

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

14 returns made; AR10: 18 days late,

Main office

Age Connects North East Wales
Lewis House
Swan Street
FLINT
CH6 5BP

Objectives

TO PROMOTE THE RELIEF OF ELDERLY PEOPLE IN ANY MANNER WHICH NEW OR HEREAFTER MAY BE DEEMED BY LAW TO BE CHARITABLE IN AND AROUND THE COUNTY OF FLINTSHIRE AND THE COUNTY BOROUGH OF WREXHAM (HEREINAFTER CALLED THE AREA OF BENEFIT)

Defined Area of Benefit:

LOCAL

Data Sources