Finance Score: -1

Governance Score: 9

Support Score: 7

Low unrestricted reserves: -2
Multiple Deficits: -2
Fundraising costs low: +3

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

Grant maker support: +7

Overall GiG Score: 15

AGE CYMRU WEST GLAMORGAN LIMITED

The provision of direct care and support services to older people within the area of benefit.By working in partnership with the statutory sector at both strategic and operational levels on issues relating to older people.By acting as a public advocate on behalf of older people..

Analysis by Giving is Great

Positives:

Spending has increased over the last 3 years relative to the previous period
Fundraising costs are low relative to funds raised
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 and dynamic in terms of composition

Financial issues to consider:

Unrestricted reserves appear to be dangerously low at the latest year end
On several occasions in recent years income has been less than spending

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	£553	£750	£-197	£22	£308	£27	0.4	23	13
31/03/22	£425	£595	£-170	n/a	n/a	n/a	n/a	n/a	92
31/03/21	£819	£491	£329	£0	£674	£566	13.9	15	50
31/03/20	£458	£512	£-55	n/a	n/a	n/a	n/a	n/a	30
31/03/19	£262	£348	£-86	n/a	n/a	n/a	n/a	n/a	10
31/03/18	£166	£718	£-552	£0	£0	£0	n/a	0	0
31/03/17	£1,481	£1,481	£0	£0	£1,091	£1,073	8.7	50	0
31/03/16	£1,236	£1,564	£-327	£0	£1,478	£1,448	11.1	66	0
31/03/15	£1,184	£1,449	£-266	£459	£1,815	£1,807	15	55	0
31/03/14	£3,002	£1,342	£1,660	£298	£2,081	£2,040	18.2	63	0
31/03/13	£1,196	£1,234	£-38	£310	£421	£331	3.2	56	0
31/03/12	£1,580	£1,121	£459	£235	£459	£10	0.1	46	0

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Financial Ratios

Fundraising Costs/Relevant Income: 5.2%
Fundraising Costs/Total Spending: 2.9%
Highest pay band: Less than £60,000
Liabilities/Assets: 11%
Liabilities/Income: 7%
Unrestricted Funds/Total Funds: 9%
Reserves/Spending: 0.4 months
Net Current Assets/Spending: 5 months
Quick Ratio: 7.8

Asset Split ?

Established: 13 years

www.agecymruwestglamorgan.org.uk

enquiries@agecymruwestglamorgan.org.uk

01792648866

Charity Commission for England and Wales

Tweets

Listed activities

General Charitable Purposes

GiG Classification

Services for the elderly

How it operates

Other charitable activities
Provides advocacy/advice/information
Provides services

Where it operates

Bridgend, City Of Swansea, Neath Port Talbot,

Who it helps

Elderly/Old People
People With Disabilities
The General Public/Mankind

Who works here?

23 employees
13 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
Henry Smith Charity - Grant to Age Cymru West Glamorgan
£210,000	06/11/2023	towards three years‘ running costs of the ‘Information and Advice Project‘ providing support for older people from across West Glamorgan, Wales.
National Lottery Community Fund - Information Advice & Enabling Project
£10,000	08/07/2021	Age Cymru West Glamorgan Limited in Swansea and Neath Port Talbot will use £10000 to support delivery of their Information Advice and Enabling project to help people over the age of 50 who are ....more Age Cymru West Glamorgan Limited in Swansea and Neath Port Talbot will use £10000 to support delivery of their Information Advice and Enabling project to help people over the age of 50 who are struggling with isolation after the pandemic or have health or disability issues.
National Lottery Community Fund - Covid-19 Age Cymru West Glamorgan Covid-19 Response
£66,880	22/10/2020 6	Age Cymru West Glamorgan will continue to provide support for older people lone parent families and individuals with mental health problems and disabilities who are experiencing financial hardship ....more Age Cymru West Glamorgan will continue to provide support for older people lone parent families and individuals with mental health problems and disabilities who are experiencing financial hardship loneliness and isolation and difficulty caring for themselves due to the Covid-19 pandemic. They will be providing a meals on wheels service to improve nutrition and reduce food insecurity and a telephone advice and information service that will signpost other services in the community. £66880 will fund catering staff equipment and overheads. Bydd Age Cymru Gorllewin Morgannwg yn parhau i ddarparu cymorth i bobl hn teuluoedd un rhiant ac unigolion â phroblemau iechyd meddwl ac anableddau sy'n profi caledrwydd ariannol unigrwydd ac unigedd ac anhawster gofalu amdanynt eu hunain oherwydd pandemig Covid-19. Byddant yn darparu gwasanaeth prydau ar glud i wella maeth a lleihau ansicrwydd bwyd a gwasanaeth cyngor a gwybodaeth dros y ffôn a fydd yn cyfeirio at wasanaethau eraill yn y gymuned. Bydd £66880 yn ariannu staff arlwyo offer a gorbenion.
National Lottery Community Fund - Information and Advice Service
£10,000	29/09/2019 12	Information and Advice Service
National Lottery Community Fund - Safeguarding Older People Independent Advocacy Project
£846,916	29/03/2011 60	The purpose of this project is for a regional group of Age Concerns to provide general independent advocacy to older people in all different situations across Swansea, Bridgend and Neath Port Talbot. ....more The purpose of this project is for a regional group of Age Concerns to provide general independent advocacy to older people in all different situations across Swansea, Bridgend and Neath Port Talbot. This project will take a person-centred approach to help empower individuals to represent their own needs, to fully understand their options, and make their views and wishes known with the help of both short and long term support from paid and volunteer advocates.
National Lottery Community Fund - Recession - More Money In Your Pocket
£50,000	11/03/2010 23	To provide an expanded accurate advice and advocacy service through additional capacity in an existing Welfare Benefit Team.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Age Range of Trustees: 31-73

ANDREW MATTHEW JOBLING Appointed: 2022, Occupation: Supply Chain Manager

KIRSTY LEANNE DAVIES Appointed: 2022, Occupation: Head Of Operations

MATTHEW FORD Appointed: 2022, Occupation: Sales Manager

MONICA SOPHIA VASQUEZ Appointed: 2020, Occupation: Deputy Head Of Law

SOPHIA ELIZABETH MILLER Appointed: 2022, Occupation: Strategy Manager

CRAIG LAWTON Appointed: 2017, Occupation: Policy And Communications Adviser

MELVYN CLIFFORD RAYNER (Chair) Appointed: 2018, Occupation: Retired

NATASHA MAY FULFORD Appointed: 2020, Occupation: Company Managing Director

Legal constitution

Charitable company registered in England & Wales on 29/03/2011, number: 1140989
Registered at Companies House on 02/03/2011, number: 07548947

Gift Aid

Registered with HMRC for Gift Aid

Event History

05/06/2013 - Asset transfer in from AGE CONCERN SWANSEA
04/03/2020 - Asset transfer in from AGE CYMRU AFAN NEDD

Other Regulators

Financial Conduct Authority

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
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

12 returns made; all on time

Recent reorganisation events:

Asset transfer in from AGE CYMRU AFAN NEDD on 04/03/2020

Main office

Age Cymru West Glamorgan
250 Carmarthen Road
SWANSEA
West Glamorgan
SA1 1HG

Objectives

TO PROMOTE THE HEALTH AND WELLBEING OF PERSONS LIVING IN WALES IN ANY MANNER WHICH NOW IS OR HEREAFTER MAY BE DEEMED BY LAW TO BE CHARITABLE.

Defined Area of Benefit:

IN AND AROUND THE CITY AND COUNTY OF SWANSEA, AND WITHIN THE ADMINISTRATIVE BOUNDARIES OF APPROPRIATE AUTHORITIES AS REQUIRED

Data Sources