Finance Score: 2

Governance Score: -5

Support Score: 5

Strong growth: +2
No PartB

All male board: -3
Multiple returns filed late: -2

Overall weighted support: +5

Overall GiG Score: 2

THE JAC LEWIS FOUNDATION

The charity provides 1-1 counselling sessions and preventative wellbeing workshops to decrease mental health difficulties, increase wellbeing and resilience within the community. The charity operates throughout Wales.

Analysis by Giving is Great

Positives:

There has been strong growth in spending since inception
A significant proportion of recent income was derived from major grant makers including the Government

Regulatory & Governance issues to consider:

Why is the Board completely male?
Returns have been filed late on 2 occasions over the last 4 years and the current period appears to have been extended

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income	Spending	Surplus/ Deficit	Volun- teers
30/09/23		£500	£521	£-21	n/a
30/09/22	*	£390	£388	£1	n/a
30/09/21	*	£127	£89	£38	n/a
30/09/20		£32	£15	£17	n/a

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 5 years

http://jaclewisfoundation.co.uk/

admin@jaclewisfoundation.co.uk

07955518462

Charity Commission for England and Wales

Tweets

Listed activities

The Advancement Of Health Or Saving Of Lives

GiG Classification

Provides financial or material assistance

How it operates

Provides services

Where it operates

Bridgend, Cardiff, Carmarthenshire, City Of Swansea, Merthyr Tydfil, Neath Port Talbot, Powys, Rhondda Cynon Taff, Vale Of Glamorgan,

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

National Lottery Community Fund	£29,040
Postcode Community Trust	£23,000
Co-Operative Group	£5,366

Specific Donations

Amount	When Months	To be used for
Co-Operative Group - Grant to Jac Lewis Foundation
£2,796	21/10/2023	We would like to provide free art workshops to boost the wellbeing of children and young people in the community. These workshops will be facilitated by Scott Artus, local author and illustrator.
Co-Operative Group - Grant to Jac Lewis Foundation
£2,570	22/10/2022	We'd like to pay a professional counsellor to provide mental health first aid workshops. This would ensure that our community mentors are able to support local residents experiencing difficulties.
National Lottery Community Fund - Wales Suicide Bereavement support service
£9,800	11/10/2022	Jac Lewis Foundation in Carmarthenshire will continue to deliver the Wales Bereavement Through Suicide Project that enables people to access immediate support by professionally qualified psychotherapists. A new face-to-face peer group will be held ....more Jac Lewis Foundation in Carmarthenshire will continue to deliver the Wales Bereavement Through Suicide Project that enables people to access immediate support by professionally qualified psychotherapists. A new face-to-face peer group will be held to further help those that have been bereaved through suicide by sharing experiences. £9800 will fund peer support group facilitation counselling service and project admin costs. Bydd Jac Lewis Foundation yn Sir Gaerfyrddin yn parhau i ddarparu’r Wales Bereavement Through Suicide Project sy’n galluogi pobl i gyrchu cefnogaeth yn syth gan seicotherapyddion cymwys proffesiynol. Bydd grp cymheiriaid wyneb yn wyneb newydd yn cael ei gynnal i helpu’r rhai hynny sydd wedi cael profedigaeth yn sgil hunanladdiad drwy rannu profiadau. Bydd £9800 yn talu i hwyluso’r grp cymorth gan gymheiriaid gwasanaeth cwnsela a chostau gweinyddol y prosiect.
Postcode Community Trust - The Jac Lewis Foundation seeks funding for staff salary.
£23,000	27/08/2022	Funding provided staff salary costs for an administrator role which is integral to the efficient, effective running of the foundation.
National Lottery Community Fund - Bereavement through Suicide Support Service
£9,600	26/08/2021	Jac Lewis Foundation in Carmarthenshire will help people across Wales who are recently bereaved by suicide by offering access to counselling information group support paid for with a grant of £9600.
National Lottery Community Fund - Covid-19 - Wales Suicide Bereavement support service
£9,640	10/11/2020 12	Jac Lewis Foundation in Carmarthenshire will create an online platform to help people through the bereavement process. £9640 will fund a Psychotherapist and sessional supervision costs. Bydd Sefydliad Jac Lewis yn Sir Gaerfyrddin yn creu llwyfan ....more Jac Lewis Foundation in Carmarthenshire will create an online platform to help people through the bereavement process. £9640 will fund a Psychotherapist and sessional supervision costs. Bydd Sefydliad Jac Lewis yn Sir Gaerfyrddin yn creu llwyfan ar-lein i helpu pobl drwy'r broses brofedigaeth. Bydd £9640 yn ariannu costau seicotherapydd a sesiynau goruchwylio.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Based on 10/11 persons

CERITH WILLIAMS Appointed: 2019

DAVID JEFFREY ROACH Appointed: 2019

IAN WAYNE MORGAN Appointed: 2019

JESSE VIVIAN LEWIS Appointed: 2019

MARK ANTHONY REES Appointed: 2019

OWAIN HUW JONES Appointed: 2022

RHODRI JONES Appointed: 2023

ROBERT STUART THOMAS Appointed: 2019

SHAUN WILLIAMS Appointed: 2020

SIMON JOHN LOCKE Appointed: 2024

STEPHEN DOUGLAS DAVIES Appointed: 2019

Legal constitution

Charity registered in England & Wales on 10/09/2019, number: 1185246

Gift Aid

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
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Volunteer management

Filing Record

4 returns made; AR22: 26 days late, AR21: 23 days late,

Main office

216 CWMAMMAN ROAD
GLANAMMAN
AMMANFORD
SA18 2AN

Objectives

TO RELIEVE THE MENTAL AND PHYSICAL SICKNESS OF PERSONS RESIDENT IN WALES BY THE PROVISION OF COUNSELLING AND SUPPORT FOR SUCH PERSONS.

Data Sources

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