Finance Score: -10

Governance Score: -4

Support Score: 2

Accounts filed more than 5 days late: -4 times
Spending falling: -1
Multiple Deficits and declines: -5
No PartB

No conflicts policy: -1
Static board: -3

Grant maker support: +2

Overall GiG Score: -12

ADLERIAN SOCIETY OF WALES

Well- Being Courses for the CommunityCounselling Training- Introduction Course to the Psychology of Alfred AdlerSupport and Counselling for Families, Children and Young PeopleCounselling by Professional Counsellors working online and face to face

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker recently

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
The Board composition appears to be rather static

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 4 occasions over the last 5 years and the current period appears to have been extended
Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile and on several occasions in recent years less than spending

Established: 8 years

www.adleriansocietywales.org.uk

info@adleriansocietywales.org.uk

07484860982

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
31/07/22	*	£49	£55	£-6	n/a	n/a	n/a	n/a	n/a	4
31/07/21	*	£52	£59	£-7	n/a	n/a	n/a	n/a	n/a	4
31/07/20	*	£97	£59	£38	n/a	n/a	n/a	n/a	n/a	12
31/07/19		£109	£100	£9	n/a	n/a	n/a	n/a	n/a	13
31/07/18	*	£100	£92	£8	£0	£0	£0	n/a	0	8
31/07/17		£175	£136	£39	£0	£0	£0	n/a	0	0
31/07/16	*	£0	£0	£0	n/a	n/a	n/a	n/a	n/a	0

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Highest pay bracket: less than £60,000

Listed activities

Education/Training
The Advancement Of Health Or Saving Of Lives

How it operates

Provides advocacy/advice/information
Provides human resources
Provides services
Sponsors or undertakes research

Where it operates

Carmarthenshire, Ceredigion, Pembrokeshire,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
People With Disabilities
The General Public/Mankind

Who works here?

Unknown number of employees
4 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 - COVID-19 - Adlerian Society of Wales
£10,000	19/10/2021	Adlerian Society of Wales in Pembrokeshire will use £10000 to offer a low-cost counselling service for people who are experiencing a range of mental health and wellbeing issues due to COVID-19.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

HAYLEY VALLANCE Appointed: 2017

JOHN WORLEY RICHARDSON Appointed: 2015

LINDA KATHRYN MCKENZIE EDWARDS Appointed: 2015

LINDA HOWARD Appointed: 2002

SUE GAVIN Appointed: 2016, Occupation: Counsellor / Trainer

Legal constitution

Charity registered in England & Wales on 20/11/2015, number: 1164495

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

7 returns made; AR22: 55 days late, AR21: 154 days late, AR20: 120 days late, AR18: 41 days late, AR16: 1 days late,

Main office

Pantygorphwys Farm
Stoneyford
Narberth
SA67 7NX

Objectives

1) TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE WORK OF ALFRED ADLER AND IN THE SCHOOL OF PSYCHOLOGY HE FOUNDED.2) TO ADVANCE PUBLIC EDUCATION IN INDIVIDUAL PSYCHOLOGY, ADLERIAN COUNSELLING AND PARENTING BY PROVIDING TUITION AND TRAINING PROGRAMMES.3) THE RELIEF OF SICKNESS AND THE PRESERVATION AND PROTECTION OF GOOD MENTAL HEALTH AND WELLBEING OF PERSONS IN NEED BY THE PROVISION OF PSYCHOTHERAPY AND COUNSELLING AND SOCIAL SUPPORT NETWORKS, IN PARTICULAR BUT NOT EXCLUSIVELY FOR CHILDREN, YOUNG PEOPLE AND THE ELDERLY.

Data Sources