Finance Score: -2

Governance Score: 6

Support Score: 5

Low unrestricted reserves: -2

Dynamic board: +3
Gender balanced board: +3

Overall weighted support: +5

Overall GiG Score: 9

ADVOCACY WEST WALES - EIRIOLAETH GORLLEWIN CYMRU

To relieve the effects of mental health problems, disadvantage and disengagement amongst those people living in West Wales and those areas of Wales commissioning advocacy in partnership with commissioners in West Wales , through the provision of a comprehensive independent advocacy service.

Analysis by Giving is Great

Positives:

A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Financial issues to consider:

Unrestricted reserves appear to be dangerously low at the latest year end

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/24	£738	£679	£59	£0	£289	£130	2.3	22	0
31/03/23	£933	£830	£103	£0	£306	£131	1.9	27	0
31/03/22	£591	£667	£-76	£0	£203	£87	1.6	24	0
31/03/21	£656	£516	£140	£0	£279	£76	1.8	21	0
31/03/20?	£391	£383	£8	n/a	n/a	n/a	n/a	n/a	n/a
31/03/18	£299	£302	£-3	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 7%
Liabilities/Income: 3%
Unrestricted Funds/Total Funds: 45%
Reserves/Spending: 2.3 months
Net Current Assets/Spending: 5 months
Quick Ratio: 14.9

Asset Split ?

Balance Sheet History

Established: 8 years

www.advocacywestwales.org.uk

admin@advocacywestwales.org.uk

01437762935

Charity Commission for England and Wales

Listed activities

Disability
Human Rights/Religious Or Racial Harmony/Equality Or Diversity
The Advancement Of Health Or Saving Of Lives

GiG Classification

Services for people with disabilities

How it operates

Provides advocacy/advice/information

Where it operates

Carmarthenshire, Ceredigion, Pembrokeshire,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years

Henry Smith Charity	£180,000
Lloyds Bank Foundation	£2,250
Tudor Trust	£2,000

Specific Donations

Amount	When Months	To be used for
Lloyds Bank Foundation - One off gift towards cost of living crisis to Advocacy West Wales – Eiriolaeth Gorllewin Cymru (Eiriol)
£2,250	14/12/2022	One off gift to support with the cost of living crisis
Henry Smith Charity - Grant to Advocacy West Wales
£180,000	07/04/2022 36	towards three years' running costs of a project providing a specialist community, independent advocacy service for people with a learning disability and autistic people in Pembrokeshire, Wales.
Tudor Trust - Grant to Advocacy West Wales/Eiriolaeth Gorllewin Cymru
£2,000	11/01/2021	as an additional grant to support staff, volunteer and trustee wellbeing, to assist the organisation deliver its charitable purpose more effectively
Lloyds Bank Foundation - Grant to Advocacy West Wales
£14,985	14/11/2018 12	Towards the salary of a part-time Information Officer to lead on developing a digital and technology based programme of work supporting this West Wales CIO to deliver services more effectively and become more sustainable.
National Lottery Community Fund - Let's Talk About You
£9,795	10/01/2018 12	Let's Talk About You

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

ANDREW WATTERS Appointed: 2017

AJAY CHANCE OWEN Appointed: 2024

DANIEL ADAM ROSIE Appointed: 2023

EMLYN SCIAVONE Appointed: 2020

HELEN BUTLAND Appointed: 2017

URSULA JANE KELSO Appointed: 2017

Legal constitution

Charity registered in England & Wales on 22/03/2017, number: 1172200

Gift Aid

NOT registered with HMRC for Gift Aid

Event History

15/10/2017 - Asset transfer in from ADVOCACY WEST WALES
10/11/2020 - Asset transfer in from EIRIOL

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity 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
Investing charity funds policy and procedures
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

Filing Record

6 returns made; all on time

Recent reorganisation events:

Asset transfer in from EIRIOL on 10/11/2020

Main office

P A V S
36-38 HIGH STREET
HAVERFORDWEST
SA61 2DA

Objectives

TO PROMOTE IMPROVED MENTAL HEALTH AND WELL-BEING OF PEOPLE OF ALL AGES LIVING IN WEST WALES, AND THOSE AREAS OF WALES COMMISSIONING ADVOCACY IN PARTNERSHIP WITH COMMISSIONERS IN WEST WALES, THROUGH THE PROVISION OF A RANGE OF SERVICES INCLUDING COMPREHENSIVE INDEPENDENT ADVOCACY, EDUCATION, TRAINING AND AWARENESS RAISING

Data Sources

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