Finance Score: 2

Governance Score: 6

Support Score: 4

Volatile income
spending growth: -1
Fundraising costs low: +3

Good trustee age range: +3
Dynamic board: +3

Grant maker support: +4

Overall GiG Score: 12

AGE CONCERN MORGANNWG LIMITED

TO PROMOTE THE RELIEF OF ELDERLY PEOPLE IN ANY MANNER WHICH NOW OR HEREAFTER MAY BE DEEMED BY LAW TO BE CHARITABLE IN AND AROUND THE COUNTY BOROUGH'S OF OF BRIDGEND, MERTHYR TYDFIL AND RHONDDA CYNON TAF. SPECIFIC ACTIVITIES INCLUDE THE PROVISION OF INFORMATION/ADVICE SERVICES, ADVOCACY SUPPORT AND LOW LEVEL SUPPORT TO ENCOURAGE INDEPENDENT LIVING.

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
Fundraising costs are unusually low relative to funds raised
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 dynamic in terms of composition

Regulatory & Governance issues to consider:

Over half the Board have joined recently

Financial issues to consider:

Income has been volatile recently but spending has been maintained

Established: 15 years

https://www.ageconnectsmorgannwg.org.uk/

information@acmorgannwg.org.uk

01443490650

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		£1,064	£1,249	£-185	£4	£2,464	£329	3.2	53	105
31/03/22		£2,120	£1,409	£710	£2	£2,649	£378	3.2	62	120
31/03/21		£2,394	£990	£1,404	£4	£1,939	£350	4.2	53	72
31/03/20		£1,069	£980	£88	£6	£531	£350	4.3	50	30
31/03/19		£1,034	£1,096	£-62	£3	£442	£191	2.1	52	30
31/03/18		£955	£893	£62	£8	£504	£347	4.7	47	0
31/03/17		£821	£888	£-67	£2	£447	£359	4.9	33	0
31/03/16		£962	£963	£0	£4	£514	£514	6.4	43	0
31/03/15		£1,286	£1,259	£27	£7	£496	£427	4.1	44	0
31/03/14		£1,160	£1,195	£-35	£11	£471	£471	4.7	94	0
31/03/13		£1,219	£1,123	£96	£6	£523	£518	5.5	69	0
31/03/12		£1,063	£1,115	£-52	£30	£427	£391	4.2	64	0
31/03/11		£0	£0	£0	n/a	n/a	n/a	n/a	n/a	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: 0.5%
Fundraising Costs/Total Spending: 0.3%
Highest pay band: Less than £60,000
Liabilities/Assets: 5%
Liabilities/Income: 12%
Unrestricted Funds/Total Funds: 13%
Reserves/Spending: 3.2 months
Net Current Assets/Spending: 5 months
Quick Ratio: 3.8

Asset Split ?

Listed activities

Disability
Education/Training
General Charitable Purposes
Human Rights/Religious Or Racial Harmony/Equality Or Diversity
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

Bridgend, Merthyr Tydfil, Rhondda Cynon Taff,

Who it helps

Elderly/Old People

Who works here?

53 employees
105 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 - Carers Coffee Morning
£6,880	03/08/2023	Age Concern Morgannwg Limited in Rhondda Cynon Taf will use the £6880 to run coffee mornings for caregivers and those they care for providing an opportunity for them to socialise in a friendly and ....more Age Concern Morgannwg Limited in Rhondda Cynon Taf will use the £6880 to run coffee mornings for caregivers and those they care for providing an opportunity for them to socialise in a friendly and relaxed environment. The grant will fund room hire and accessible transport. Bydd Age Concern Morgannwg Limited yn Rhondda Cynon Taf yn defnyddio £6880 i gynnal boreau coffi ar gyfer gofalwyr a'r sawl y maent yn gofalu amdanynt gan roi cyfle iddynt gymdeithasu mewn amgylchedd cyfeillgar a hamddenol. Bydd y grant yn ariannu llogi ystafell a chludiant hygyrch.
Dunhill Medical Trust - St Mair's Day Centre
£100,000	18/06/2018 24	Building grant: to turn current St Mair's day centre into a multifunctional community hub. This project will introduce new facilities that will improve access to health and well-being activities, ....more Building grant: to turn current St Mair's day centre into a multifunctional community hub. This project will introduce new facilities that will improve access to health and well-being activities, education and social interaction for older people
National Lottery Community Fund - Cynon Linc
£1,100,000	13/02/2018 60	The project involves the transfer of St Mair's Community Centre "Cynon Lincs", a single storey building constructed in 1969. An extension and refurbishment will create a ....more The project involves the transfer of St Mair's Community Centre "Cynon Lincs", a single storey building constructed in 1969. An extension and refurbishment will create a multi-generational centre with offices and meeting rooms, a main hall for community activities and events, nursery provision, GP surgery, therapy rooms for hire and a social enterprise Bistro.
Co-Operative Group - Grant to Age Connects Morgannwg
£2,963	29/11/2017	We want to provide training and expenses for befriending volunteers, to help isolated older people in the community.
Lloyds Bank Foundation - Grant to Age Concern Morgannwg
£15,000	06/09/2017 12	Funding of a Quality Co-ordinator to deliver on a 12-month Quality and Continuous Improvement work plan for this Pontypridd based charity covering 3 local authority areas.
National Lottery Community Fund - R2 Cynon Linc
£48,050	14/02/2017 12	R2 Cynon Linc

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Age Range of Trustees: 36-79

ALISON JOHNSON Appointed: 2023, Occupation: Practice And Performance Manager

GEOFFREY WATTS Appointed: 2022, Occupation: Retired

KRISTIAN HOWELL Appointed: 2022, Occupation: Operations Manager

LYNDA CHANDLER Appointed: 2022, Occupation: Retired

LYNDA WILLIAMS Appointed: 2019, Occupation: Retired

NICOLA MORRIS Appointed: 2023, Occupation: Project Coordinator

RACHAEL NICHOLSON Appointed: 2023, Occupation: Facilitator And Trainer

Legal constitution

Charitable company registered in England & Wales on 03/06/2009, number: 1129973
Registered at Companies House on 07/10/2008, number: 06717361

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
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Social media policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

14 returns made; AR10: 17 days late,

Recent reorganisation events:

Asset transfer in from AGE CONCERN MORGANNWG on 30/12/2022

Main office

Cynon Linc
Seymour Street
ABERDARE
CF44 7BD

Objectives

TO PROMOTE THE RELIEF OF ELDERLY PEOPLE IN ANY MANNER, WHICH NOW IS OR HEREAFTER MAY BE DEEMED BY LAW TO BE CHARITABLE IN AND AROUND THE COUNTY BOROUGH COUNCILS OF BRIDGEND, MERTHYR TYDFIL AND RHONDDA CYNON TAFF.

Defined Area of Benefit:

BRIDGEND, MERTHYR TYDFIL AND RHONDDA CYNON TAFF.

Data Sources