Finance Score: -13

Governance Score: -6

Support Score: 4

Accounts overdue -5
Accounts filed more than 5 days late: -3 times
Multiple Deficits and declines: -5
No PartB

No conflicts policy: -1
Narrow trustee age band: -2
All female board: -3

Grant maker support: +4

Overall GiG Score: -15

AGE WELL HWYLIOG MON

To enable older people living on Anglesey to live fuller lives and benefit from a program of educational, physical and social activities.

Analysis by Giving is Great

Positives:

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

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
The Board is completely female
The Board has little diversity in terms of age

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Latest accounts are overdue for filing and returns have been filed late on 3 occasions over the last 5 years
Income has been volatile and on several occasions in recent years 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
31/03/22	*	£12	£12	£0	n/a	n/a	n/a	n/a	n/a	0
31/03/21	*	£29	£8	£20	n/a	n/a	n/a	n/a	n/a	0
31/03/20	*	£22	£10	£13	n/a	n/a	n/a	n/a	n/a	10
31/03/19		£43	£50	£-7	n/a	n/a	n/a	n/a	n/a	0
31/03/18		£44	£64	£-20	£0	£0	£0	n/a	0	40
31/03/17		£49	£68	£-19	£0	£0	£0	n/a	0	0
31/03/16		£62	£62	£0	£0	£0	£0	n/a	0	0
31/03/15		£135	£77	£58	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 10 years

agewellhwyliogmon@gail.com

07968809325

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Disability
Economic/Community Development/Employment
Education/Training
Recreation
The Advancement Of Health Or Saving Of Lives

GiG Classification

Services for females

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Isle Of Anglesey,

Who it helps

Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities
The General Public/Mankind

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

National Lottery Community Fund	£19,098
Steve Morgan Foundation	£10,000
Co-Operative Group	£8,979
The Foyle Foundation	£2,300

Specific Donations

Amount	When Months	To be used for
Co-Operative Group - Grant to Age Well Hwyliog Mon
£2,736	21/10/2023	We would like to create an outdoor seating area to enjoy the outside space, and buy seeds and equipment for growing our own produce to use in the café where we supply fresh homecooked food.
Co-Operative Group - Grant to Agewell Amlwch (Hwyliog Mon)
£2,991	22/10/2022	Many of our members feel isolated, so we would like to take them out to activities, events, shopping or sightseeing in our minibus, which gives them something to look forward to on a weekly basis.
National Lottery Community Fund - It’s never too late to feel great’-
£9,098	10/12/2021	Age Well Hwyliog Mon in Anglesey will use £9098 to employ a coordinator to continue to deliver their projects. This will keep the relationships that have developed between the community of older ....more Age Well Hwyliog Mon in Anglesey will use £9098 to employ a coordinator to continue to deliver their projects. This will keep the relationships that have developed between the community of older people during the pandemic and support volunteers to deliver a range of activities.
Co-Operative Group - Grant to New Activities for Age Well Amlwch
£3,252	23/10/2021	We want to change or add to our activities to adhere to the 'new normal' after Covid-19, to ensure all our members are safe.
The Foyle Foundation - Small Grants
£2,300	08/07/2021	towards core costs over the next twelve months (awarded grant in response to coronavirus)
Steve Morgan Foundation - Grant to Agewell Hwyliog Mon (Amlwch)
£10,000	19/05/2021	1 year grant for the salary of the minibus driver
National Lottery Community Fund - COVID-19 Age Well Amlwch- Moving Forward
£10,000	07/07/2020 11	Age Well Hwyliog Mon in Anglesey will employ a coordinator that will provide support to the community as they move into a ‘new normal’ post COVID-19. £10000 will fund a coordinator. Bydd Age ....more Age Well Hwyliog Mon in Anglesey will employ a coordinator that will provide support to the community as they move into a ‘new normal’ post COVID-19. £10000 will fund a coordinator. Bydd Age Well Hwyliog Môn yn Ynys Môn yn cyflogi cydlynydd a fydd yn darparu cefnogaeth i’r gymuned wrth iddynt symud i ‘normal newydd’ yn dilyn COVID-19. Bydd £10000 yn ariannu cydlynydd.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

Age Range of Trustees: 65-79

BARBARA WILLETTS Appointed: 2023, Occupation: Retired

SUSAN BROWN Appointed: 2023, Occupation: Retired

ELAINE KNIGHT Appointed: 2016, Occupation: Retired

MARGARET SHEPHERD Appointed: 2016, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 18/03/2014, number: 1156241
Registered at Companies House on 29/01/2013, number: 08380189

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

8 returns made; AR22: 77 days late, AR21: 10 days late, AR20: 25 days late,

Main office

Hafan Cefni
Industrial Estate Rd
Llangefni
Anglesey
L77 7JA

Objectives

TO PROMOTE SOCIAL INCLUSION FOR THE PUBLIC BENEFIT BY PREVENTING PEOPLE FROM BECOMING SOCIALLY EXCLUDED,RELIEVING THE NEEDS OF THOSE PEOPLE WHO ARE SOCIALLY EXCLUDED AND ASSISTING THEM TO INTEGRATE INTO SOCIETY.FOR THE PURPOSE OF THIS CLAUSE‘SOCIALLY EXCLUDED’MEANS BEING EXCLUDED FROM SOCIETY,OR PARTS OF SOCIETY,AS A RESULT OF ONE OF MORE OF THE FOLLOWING FACTORS: UNEMPLOYMENT;FINANCIAL HARDSHIP;YOUTH OR OLD AGE;ILL HEALTH(PHYSICAL OR MENTAL);SUBSTANCE ABUSE OR DEPENDENCY INCLUDING ALCOHOL AND DRUGS;DISCRIMINATION ON THE GROUNDS OF SEX,RACE,DISABILITY,ETHNIC ORIGIN,RELIGION,BELIEF,CREED,SEXUAL ORIENTATION OR GENDER RE-ASSIGNMENT;POOR EDUCATIONAL OR SKILLS ATTAINMENT;ELATIONSHIP AND FAMILY BREAKDOWN; POOR HOUSING (THAT IS HOUSING THAT DOES NOT MEET BASIC HABITABLE STANDARDS;CRIME(EITHER AS A VICTIM OF CRIME OR AS AN OFFENDER REHABILITATING INTO SOCIETY)

Data Sources