Finance Score: 0

Governance Score: 6

Support Score: 11

No PartB

Good trustee age range: +3
Gender balanced board: +3

Grant maker support: +11

Overall GiG Score: 17

CARMARTHENSHIRE PEOPLE FIRST

Carmarthenshire People First is a training and advocacy organisation for adults with Learning Disabilities

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 and there are significant future grants due to be received
The Board appears to be well diversified in terms of age and gender

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	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23	*	£258	£261	£-3	n/a	n/a	n/a	n/a	n/a	8
31/03/22		£251	£261	£-10	n/a	n/a	n/a	n/a	n/a	12
31/03/21		£295	£226	£69	n/a	n/a	n/a	n/a	n/a	12
31/03/20		£161	£228	£-67	n/a	n/a	n/a	n/a	n/a	10
31/03/19		£270	£214	£56	n/a	n/a	n/a	n/a	n/a	15
31/03/18		£204	£183	£21	£0	£0	£0	n/a	0	0
31/03/17		£140	£155	£-15	£0	£0	£0	n/a	0	0
31/03/16	*	£171	£177	£-6	£0	£0	£0	n/a	0	0
31/03/15		£209	£207	£2	£0	£0	£0	n/a	0	0
31/03/14	*	£247	£251	£-4	£0	£0	£0	n/a	0	0
31/03/13		£242	£230	£12	£0	£0	£0	n/a	0	0
31/03/12		£148	£172	£-23	£0	£0	£0	n/a	0	0
31/03/11		£151	£143	£8	£0	£0	£0	n/a	0	0
31/03/10	*	£141	£144	£-3	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 16 years

www.carmarthenshirepeoplefirst.co.uk

sarah@carmarthenshirepeoplefirst.co.uk

01267234635

Charity Commission for England and Wales

Tweets

Listed activities

Disability
Education/Training

GiG Classification

Services for people with disabilities

How it operates

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

Where it operates

Carmarthenshire, Ceredigion, Pembrokeshire,

Who it helps

People With Disabilities

Who works here?

Unknown number of employees
8 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.

Major supporters in last 5 years

Three Guineas Trust	£148,500
Lloyds Bank Foundation	£82,250
National Lottery Community Fund	£76,000
CAF	£8,000

Specific Donations

Amount	When Months	To be used for
Three Guineas Trust - Employ independent professional advocate to support for individuals with cognitive differences.
£148,500	27/03/2024	Employ an independent professional advocate to provide advocacy and civil rights support for individuals with cognitive differences.
Lloyds Bank Foundation - One off gift towards cost of living crisis to Carmarthenshire People First
£2,250	14/12/2022	One off gift to support with the cost of living crisis
Lloyds Bank Foundation - Grant to Carmarthenshire People First
£50,000	20/10/2021 24	Unrestricted grant over two years towards the core costs of Carmarthenshire People First
National Lottery Community Fund - Reaching Out
£10,000	11/08/2021	Carmarthenshire People First will use £10000 to provide a range of one-to-one and group activities that encourage people with learning disabilities to re-engage with the community following lockdown.
National Lottery Community Fund - Covid-19 Coping with Covid
£66,000	02/07/2020 12	Carmarthenshire People First will continue to provide support for vulnerable individuals on whom the COVID-19 lockdown restrictions has had a significant impact on their mental health and wellbeing. ....more Carmarthenshire People First will continue to provide support for vulnerable individuals on whom the COVID-19 lockdown restrictions has had a significant impact on their mental health and wellbeing. The £66000 over nine months will fund staff administration book-keeping and payroll costs office setup costs and mobile phones Bydd People First Sir Gaerfyrddin yn parhau i ddarparu cefnogaeth i unigolion agored i niwed y mae cyfyngiadau cloi COVID-19 wedi cael effaith sylweddol ar eu hiechyd meddwl a'u lles. Bydd y £66000 dros naw mis yn ariannu costau staff gweinyddiaeth cadw llyfrau a chyflogres costau sefydlu swyddfa a ffonau symudol.
CAF - Grant to Carmarthenshire People First
£8,000	02/06/2020 3	Grant to Carmarthenshire People First to support the organisation through COVID19
Lloyds Bank Foundation - Grant to Carmarthenshire People First
£30,000	21/05/2020 12	One year core funding to support Carmarthenshire People First to sustain their work to support work addressing Learning Disabilities Complex Social Issue (CSI) during COVID19
National Lottery Community Fund - FAST Project
£122,093	08/08/2018 24	FAST Project
National Lottery Community Fund - Preventatove and Early Intervention Service
£8,895	15/11/2017 12	Preventatove and Early Intervention Service
Lloyds Bank Foundation - Grant to Carmarthenshire People First
£15,000	27/04/2012	the costs of the Multi Media Project including administration, consultancy, training, launch, advertising, printing and other overhead costs relating to the delivery of the project
National Lottery Community Fund - Volunteering, Employment and Training Project
£249,997	21/03/2012 36	The project will support people with learning diabilities to have paid work and voluntary opportunities, and provide access to health related information. It will offer a time bank for both disabled ....more The project will support people with learning diabilities to have paid work and voluntary opportunities, and provide access to health related information. It will offer a time bank for both disabled and non-disabled people to assit people with learning disabilities. The credits gained can be traded in for training opportunities.
National Lottery Community Fund - Family Advocacy Service
£120,398	26/01/2011 36	The project will support parents with learning disabilities who may be facing isolation, childcare difficulties or family crisis. It will do this through the creation of an independent Family ....more The project will support parents with learning disabilities who may be facing isolation, childcare difficulties or family crisis. It will do this through the creation of an independent Family Advocate post and support groups.

Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

Age Range of Trustees: 36-58

MALCOLM JOHN CANSDALE Appointed: 2023

ANGELA ELIZABETH EDWARDS Appointed: 2016, Occupation: Volunteer

NIGEL JAMES MILLER Appointed: 2013, Occupation: Manager Of Speach And Language Dept

RUTH LOUISE MCDOUGALL Appointed: 2016, Occupation: House Wife

SIMON OLIVER RICE (Chair) Appointed: 2013, Occupation: Trustee/Director - Acting Chair

Legal constitution

Charitable company registered in England & Wales on 03/11/2008, number: 1126539
Registered at Companies House on 21/06/2007, number: 06288369

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints policy and procedures
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; AR23: 29 days late, AR16: 116 days late, AR14: 179 days late, AR10: 142 days late,

Main office

CARMARTHENSHIRE PEOPLE FIRST
16 Spilman Street
Carmarthen
SA31 1JY

Objectives

TO RELIEVE, REPRESENT AND SUPPORT THOSE IN NEED BY REASON OF DISABILITY OR OTHER DISADVANTAGE IN THE COUNTY OF CARMARTHENSHIRE AND OTHER COUNTIES ACROSS WALES BY PROVIDING ADVOCACY SUPPORT AND TRAINING WHICH WILL ENABLE PEOPLE TO OBTAIN THEIR FULL RIGHTS AND PRIVILEGES AS CITIZENS.?TO PROMOTE AND ENHANCE THE EDUCATION OF PEOPLE WHO HAVE LEARNING DISABILITIES THROUGH TRAINING WORKSHOPS AND PROMINENT SOCIAL PRESENCE.TO ENHANCE THE EDUCATION OF THE GENERAL PUBLIC ABOUT THE EMOTIONAL, PSYCHOLOGICAL AND SOCIAL NEEDS OF PEOPLE WHO HAVE LEARNING DISABILITIES

Defined Area of Benefit:

CARMARTHENSHIRE

Data Sources