PENCARE

Charity number: 243968
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The charity provides for those in need, by reason of youth, age, ill-health, disability or financial hardship, such beneficiaries being of the Jewish faith and living in the local Jewish community or with a significant connection to the local Jewish community. For the advancement of the Jewish faith the charity also makes grant to synagogues in the local Jewish community.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £127,227
Total expenditure: £174,373

People

8 Trustee(s)

10 Volunteer(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
  • The Prevention Or Relief Of Poverty
  • Accommodation/housing
  • Religious Activities
  • Arts/culture/heritage/science
  • Other Charitable Purposes
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • People Of A Particular Ethnic Or Racial Origin
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Provides Other Finance
  • Other Charitable Activities
Where the charity operates:
  • Throughout Wales

Governance

Registration history:
  • 25 August 1965: Standard registration
Organisation type:
Other
Other names:
  • PENYLAN HOUSE, JEWISH RETIREMENT AND NURSING HOME (Previous name)
  • SOUTH WALES, MONMOUTHSHIRE AND WEST OF ENGLAND JEWISH HOME FOR THE AGED (Previous name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Risk management
  • Trustee conflicts of interest policy and procedures
Land and property:
This charity does not own and/or lease land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

8 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
JUDITH COTSEN JP Chair
None on record
JOHN MINKES Trustee 12 February 2017
None on record
LYNICE CAWSTON Trustee 30 March 2014
None on record
RUTH LEVENE Trustee
None on record
Philip David Stewart Trustee
None on record
LAURENCE KAHN Trustee
None on record
Dr RALPH WHITTEN Trustee
None on record
JANET WHITTEN Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £136.41k £117.83k £126.94k £132.46k £127.23k
Total expenditure £174.72k £109.35k £102.15k £143.47k £174.37k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 March 2024 13 January 2025 On Time
Accounts and TAR 31 March 2024 13 January 2025 On Time Download Open in new window
Annual return 31 March 2023 28 January 2024 On Time
Accounts and TAR 31 March 2023 28 January 2024 On Time Download Open in new window
Annual return 31 March 2022 22 January 2023 On Time
Accounts and TAR 31 March 2022 22 January 2023 On Time Download Open in new window
Annual return 31 March 2021 15 January 2022 On Time
Accounts and TAR 31 March 2021 15 January 2022 On Time Download Open in new window
Annual return 31 March 2020 23 December 2020 On Time
Accounts and TAR 31 March 2020 23 December 2020 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

CONSTITUTION ADOPTED 24/03/1946 AS AMENDED ON 12/07/1988 AS AMENDED ON 14/01/2003 AS AMENDED ON 22/10/2006 AS AMENDED ON 12/12/2010 AS AMENDED ON 10/02/2013 AS AMENDED ON 02 OCT 2017 as amended on 09 May 2023

Charitable objects

THE OBJECTS OF THE CHARITY ARE FOR THE PUBLIC BENEFIT AND SPECIFICALLY RESTRICTED TO: 1. THE RELIEF OF THOSE IN NEED, BY REASON OF YOUTH, AGE, ILL- HEALTH, DISABILITY, OR FINANCIAL HARDSHIP, SUCH BENEFICIARIES BEING: A. AGED PERSONS OF THE JEWISH FAITH LIVING IN THE LOCAL JEWISH COMMUNITY; B. OTHER PERSONS OF THE JEWISH FAITH LIVING IN THE LOCAL JEWISH COMMUNITY; C. OTHER PERSONS WITH A SIGNIFICANT CONNECTION TO THE LOCAL JEWISH COMMUNITY; D. OTHER PERSONS IN NEED; AND 2. THE ADVANCEMENT OF THE JEWISH FAITH FOR THE PUBLIC BENEFIT, INCLUDING BY THE MAKING OF GRANTS TO SYNAGOGUES IN THE LOCAL JEWISH COMMUNITY.

Area of benefit

The area the charity can operate in, as set out in its governing document.

NATIONAL

Contact information

Address:
PO BOX 2526
CARDIFF
CF23 0GU
Phone:
07748960195
Email:
penylan.mgmt@yahoo.co.uk
Website:

No information available