Finance Score: -3

Governance Score: 2

Support Score: 1

Accounts filed more than 5 days late: -5 times
Strong growth: +2
No PartB

Only 4 Trustees: -1
Gender balanced board: +3

Grant maker support: +1

Overall GiG Score: 0

UMBRELLA CYMRU

GENDER AND SEXUAL DIVERSITY, EQUALITY AND INCLUSION SPECIALIST SUPPORT SERVICE IN WALES.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
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

Regulatory & Governance issues to consider:

There are only 4 trustees

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Accounts have been filed late on 5 occasions over the last 5 years and the current period appears to have been extended

Established: 9 years

www.umbrellacymru.co.uk

info@umbrellacymru.co.uk

03003023670

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
31/03/23	*	£171	£186	£-15	n/a	n/a	n/a	n/a	n/a
31/03/22	*	£174	£166	£8	n/a	n/a	n/a	n/a	n/a
31/03/21	*	£177	£130	£47	n/a	n/a	n/a	n/a	n/a
31/03/20	*	£106	£85	£22	n/a	n/a	n/a	n/a	n/a
31/03/19	*	£55	£41	£15	n/a	n/a	n/a	n/a	n/a
31/03/18	*	£17	£7	£9	£0	£0	£0	n/a	0
31/03/17	*	£19	£14	£5	£0	£0	£0	n/a	0
31/03/16	*	£3	£3	£0	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Listed activities

Human Rights/Religious Or Racial Harmony/Equality Or Diversity

How it operates

Other charitable activities
Provides advocacy/advice/information
Provides services

Where it operates

Throughout Wales,

Who it helps

Other Defined Groups

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
BBC Children in Need - Grant to Umbrella Cymru
£29,910	15/03/2019 36	This project will provide a youth club for LGBT+ young people. They will improve their emotional wellbeing, feel less lonely, and develop better life skills.
National Lottery Community Fund - Families of Gender Diverse Young People
£9,975	21/09/2018 12	Families of Gender Diverse Young People

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

HEATHER AMY POWELL Appointed: 2021

JOHANNA ROBINSON Appointed: 2021

MR NICK LEWIS MSC (Chair) Appointed: 2015

RICHARD HENRY MILES THORNE Appointed: 2021

Legal constitution

Charity registered in England & Wales on 16/03/2015, number: 1160909

Gift Aid

NOT 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
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

8 returns made; AR23: 9 days late, AR22: 42 days late, AR21: 239 days late, AR20: 604 days late, AR19: 970 days late, AR18: 37 days late, AR17: 28 days late, AR16: 4 days late,

Main office

Innovation and Technology Centre
Tredomen Park
Ystrad Mynach
HENGOED
Mid Glamorgan
CF82 7FN

Objectives

THE OBJECT OF THE CIO IS:(1) TO ADVANCE EQUALITY OF OPPORTUNITY FOR, FOSTER GOOD RELATIONSBETWEEN, AND ELIMINATE DISCRIMINATION EXPERIENCED BY,PEOPLE WHO IDENTIFY AS/WITH A ?MINORITY CHARACTERISTIC? INRELATION TO THE PROTECTED CHARACTERISTICS OF ?SEXUALORIENTATION? AND ?GENDER REASSIGNMENT? AS DESCRIBED IN THEEQUALITY ACT (2010) BY, IN PARTICULAR BUT NOT LIMITED TO:(A) PROVIDING INFORMATION, TRAINING AND OTHER SERVICES ASTHE TRUSTEES SEE FIT, TO ANYONE (EITHER IN A PERSONAL ORPROFESSIONAL CAPACITY) WHO LIVES, WORKS, OR HASCONNECTIONS WITHIN WALES.(B) ADVANCING PUBLIC EDUCATION AND AWARENESS OF SEXUALORIENTATION AND GENDER IDENTITY EQUALITY.(C) DEVELOPING THE CAPACITY AND SKILLS OF ?THE COMMUNITY?INSOFAR AS THEIR SOCIALLY DISADVANTAGED STATUS, IN SUCH AWAY THAT THEY ARE BETTER ABLE TO IDENTIFY, AND HELPMEET, THEIR NEEDS AND TO PARTICIPATE MORE FULLY INSOCIETY.(D) PERFORMING OR PROMOTING OTHER ACTIVITIES AS THETRUSTEES SEE FIT IN PURSUANCE OF THE CIO?S PURPOSE.

Data Sources