Finance Score: -3

Governance Score: 9

Support Score: 6

Poor Liquidity: -1
Multiple Deficits and declines: -5
Fundraising costs low: +3

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

Grant maker support: +6

Overall GiG Score: 12

EMMAUS SOUTH WALES

PROVIDING HOMELESS AND UNEMPLOYED PEOPLE WITH THE SECURITY AND COMPANIONSHIP OF LIVING IN A COMMUNITY HOME, THE DIGNITY OF WORKING FOR THE COMMUNITY AND FOR OTHER DISADVANTAGED PEOPLE, AND THE CHANCE OF RECOVERING THE ABILITY TO LIVE A SUCCESSFUL, INDEPENDENT LIFE OUTSIDE THE COMMUNITY SHOULD THEY CHOOSE TO DO SO. IT HAS SET UP A SOCIAL ENTERPRISE TO FUND THE COMMUNITY AND CREATE EMPLOYMENT.

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
Fundraising costs are unusually low relative to funds raised
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Financial issues to consider:

Liquidity appears to have been slender at the latest year end
Income has been volatile and on several occasions in recent years less than spending

Established: 14 years

www.emmaus.org.uk/south-wales/

info@emmaussouthwales.org.uk

01656750829

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
30/06/23	£690	£867	£-177	£5	£956	£37	0.5	13	10
30/06/22	£586	£741	£-155	£7	£1,133	£176	2.8	14	0
30/06/21	£787	£680	£106	£6	£1,288	£316	5.6	11	12
30/06/20	£925	£867	£57	£24	£1,182	£67	0.9	15	51
30/06/19	£913	£1,086	£-173	£57	£1,125	£34	0.4	25	75
30/06/18	£1,040	£1,208	£-167	£68	£1,317	£172	1.7	21	0
30/06/17	£963	£956	£7	£0	£1,484	£285	3.6	25	0
30/06/16	£1,570	£887	£683	£60	£1,477	£229	3.1	24	0
30/06/15	£1,179	£566	£613	£52	£806	£247	5.2	22	0
30/06/14	£445	£327	£118	£0	£0	£0	n/a	0	0
30/06/13	£132	£108	£24	£0	£0	£0	n/a	0	0
30/06/12	£54	£27	£27	£0	£0	£0	n/a	0	0
30/06/11	£11	£0	£11	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.7%
Fundraising Costs/Total Spending: 0.5%
Highest pay band: Less than £60,000
Liabilities/Assets: 30%
Liabilities/Income: 59%
Unrestricted Funds/Total Funds: 4%
Reserves/Spending: 0.5 months
Net Current Assets/Spending: 1 months
Quick Ratio: 0.9

Asset Split ?

Listed activities

Accommodation/Housing
Economic/Community Development/Employment
Environment/Conservation/Heritage
The Prevention Or Relief Of Poverty

How it operates

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

Where it operates

Bridgend, Neath Port Talbot, Rhondda Cynon Taff, Vale Of Glamorgan,

Who it helps

Other Defined Groups

Who works here?

13 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
Lloyds Bank Foundation - One off gift towards cost of living crisis to Emmaus South Wales
£2,250	14/12/2022	One off gift to support with the cost of living crisis
Lloyds Bank Foundation - Grant to Emmaus South Wales
£50,000	14/09/2022 24	Unrestricted grant over two years towards the core costs of Emmaus South Wales
CAF - Grant to Emmaus South Wales
£10,000	04/06/2020 3	Grant to Emmaus South Wales to support the organisation through COVID19
Lloyds Bank Foundation - Grant to Emmaus South Wales
£72,000	14/05/2019 36	The charity provides a community home for homeless people and operates social enterprises offering work experience. The grant will fund the Finance/ Administration Manager post, helping to develop ....more The charity provides a community home for homeless people and operates social enterprises offering work experience. The grant will fund the Finance/ Administration Manager post, helping to develop the organisation's work with the homeless.
Lloyds Bank Foundation - Grant to Emmaus South Wales
£72,000	16/03/2016 36	The charity provides a community home for homeless people and operates social enterprises offering work experience. The grant will fund the Finance/ Administration Manager post, helping to develop ....more The charity provides a community home for homeless people and operates social enterprises offering work experience. The grant will fund the Finance/ Administration Manager post, helping to develop the organisation's work with the homeless.
National Lottery Community Fund - Emmaus South Wales - building the first Emmaus Community in Wales
£425,000	20/03/2014 36	The project will create a sustainable community home for 22 homeless people in the Bridgend area, providing them with accommodation, training and full-time work in the organisationÂ’s social ....more The project will create a sustainable community home for 22 homeless people in the Bridgend area, providing them with accommodation, training and full-time work in the organisationÂ’s social enterprise business. Up to 120 beneficiaries over the three years will gain work and life skills, reducing the likelihood of becoming homeless again or re-offending. The grant, over a year, will be used towards the renovation costs of the building, providing en-suite rooms, kitchen, dining and other communal facilities.
Lloyds Bank Foundation - Grant to Emmaus South Wales
£14,000	28/06/2013	Emmaus South Wales aims to open the first 'Emmaus Community' in Wales. It enables homeless people to rebuild their lives within a self-supporting environment.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Age Range of Trustees: 46-74

CAROL MARY PRICE Appointed: 2023, Occupation: Public Sector Housing Professional

EMYR-WYN FRANCIS Appointed: 2020, Occupation: Managing Director

GARETH OWEN Appointed: 2024, Occupation: Recruitment Officer

JULIE RAIKES (Chair) Appointed: 2017, Occupation: Consultant Accountant

KATE LOWRY, Occupation: Retired Paintings Conservator

LOUISE SULLEY Appointed: 2024, Occupation: Hr Consultant

SIMON NIGEL LLOYD Appointed: 2023, Occupation: Retired

THERESA VIRGINIA EADES Appointed: 2020, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 19/05/2010, number: 1136010
Registered at Companies House on 12/03/2010, number: 07188459

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

13 returns made; all on time

Main office

Nant Lais
Nant Lais
Bridgend
CF31 4SD

Objectives

THE ALLEVIATION AND RELIEF OF POVERTY, HARDSHIP AND DISTRESS ARISING THEREFROM, IN CONFORMANCE WITH THE PRINCIPLES OF THE EMMAUS MOVEMENT AS PUBLISHED FROM TIME TO TIME BY EMMAUS UK, TO THOSE IN NEED WITHOUT DISTINCTION BY:1 THE PROVISION OF ACCOMMODATION, OR ASSISTANCE IN SUCH PROVISION, FOR HOMELESS PEOPLE IN THE BRIDGEND AND SOUTH WALES AREA AND SUCH OTHER PLACES AS MAY SEEM APPROPRIATE FROM TIME TO TIME (THE 'BENEFICIARIES')2 THE REHABILITATION OF THE BENEFICIARIES AS APPROPRIATE AND THE PROVISION OF EDUCATION, TRAINING (INCLUDING, WITHOUT LIMITATION, EMPLOYMENT TRAINING) AND WORK OPPORTUNITIES AND SATISFACTION FOR THE BENEFICIARIES WITH THE PURPOSE OF DEVELOPING THEIR SKILLS TO ENABLE THEM TO GAIN EMPLOYMENT IN THE FUTURE AND THEREBY DEVELOP A SENSE OF SELF-WORTH AND DIGNITY THROUGH HAVING A SELF-SUPPORTING LIFE3 THE SUPPORT OF THE WORK OF OTHER EMMAUS COMMUNITIES AND GROUPS OR OTHER AGENCIES IN THE RELIEF OF POVERTY AND HOMELESSNESS WHETHER IN THE UNITED KINGDOM OR ELSEWHERE IN THE WORLD AND IN PARTICULAR (WITHOUT LIMITATION) BY THE EXCHANGE OF RESOURCES, INFORMATION AND EXPERTISE WITH OTHER EMMAUS PROJECTS WORLDWIDE4 THE FULFILLING OF SUCH OTHER PURPOSES AS MAY FROM TIME TO TIME BE RECOGNISED BY ENGLISH LAW AS BEING CHARITABLE AND WHICH THE CHARITY SHALL FROM TIME TO TIME DETERMINE

Defined Area of Benefit:

BRIDGEND AND SOUTH WALES

Data Sources