SOUTH EAST WALES ENERGY AGENCY

Charity number: 1055753
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Provision of free and impartial advice on energy efficiency and renewable energy to the public, small businesses, community groups and local authorities. The provision of grants and management of projects aimed at reducing energy consumption and relieving fuel poverty.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £41,392
Total expenditure: £83,752

People

3 Trustee(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

What the charity does:
  • Education/training
  • The Prevention Or Relief Of Poverty
  • Environment/conservation/heritage
  • Economic/community Development/employment
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Provides Human Resources
  • Provides Advocacy/advice/information
  • Sponsors Or Undertakes Research
Where the charity operates:
  • Throughout Wales

Governance

Registration history:
  • 31 May 1996: Standard registration
Organisation type:
Charitable company
Other names:
  • SOUTH EAST WALES ENERGY EFFICIENCY ADVICE CENTRE (Working name)
Company number:
02898698 Open in new window
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints handling
  • Complaints policy and procedures
  • Financial reserves policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Paying staff
  • Risk management
  • Serious incident reporting policy and procedures
  • Trustee expenses 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

3 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
TREVOR ROBERTS Chair
None on record
Margaret Roberts Trustee 08 October 2019
None on record
ANGELA BASSETT-JONES 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 £54.32k £21.88k £10.86k £43.33k £41.39k
Total expenditure £128.64k £133.31k £111.01k £104.27k £83.75k
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 10 September 2024 On Time
Accounts and TAR 31 March 2024 10 September 2024 On Time Download Open in new window
Annual return 31 March 2023 14 November 2023 On Time
Accounts and TAR 31 March 2023 14 November 2023 On Time Download Open in new window
Annual return 31 March 2022 18 November 2022 On Time
Accounts and TAR 31 March 2022 25 October 2022 On Time Download Open in new window
Annual return 31 March 2021 01 November 2021 On Time
Accounts and TAR 31 March 2021 28 October 2021 On Time Download Open in new window
Annual return 31 March 2020 21 December 2020 On Time
Accounts and TAR 31 March 2020 18 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.

MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 15 FEBRUARY 1994 AS AMENDED 9 MAY 1996 & 7 MARCH 2006. AS AMENDED BY SPECIAL RESOLUTION(S) DATED 31 AUG 2017

Charitable objects

THE COMPANY IS ESTABLISHED TO: 1. ADVANCE THE EDUCATION OF THE PUBLIC WITHIN SOUTH EAST WALES AND SUCH OTHER PLACE OR PLACES AS THE COMPANY SHALL FROM TIME TO TIME DETERMINE (HEREAFTER CALLED "THE REGION") IN ENERGY CONSERVATION AND THE EFFICIENT USE OF ENERGY, LAND, WATER AND OTHER NATURAL RESOURCES, TRANSPORT AND WASTE RECYCLING; 2.TO CONSERVE AND PROTECT NATURAL RESOURCES AND ANIMAL AND PLANT LIFE FOR THE BENEFIT OF THE INHABITANTS OF THE REGION; 3. TO RELIEVE THOSE IN NEED BY THE PROVISION OF ADVICE AND ASSISTANCE INCLUDING ADVICE IN THE MORE EFFICIENT AND ECONOMICAL USE OF ENERGY IN THEIR HOMES.

Area of benefit

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

SOUTH EAST WALES (AND SUCH OTHER PLACES AS THE COMPANY SHALL FROM TIME TO TIME DETERMINE.)

Contact information

Address:
8 Dinch Hill
Undy
CALDICOT
Gwent
NP26 3JL
Phone:
08006226110
Email:
advice@sewenergy.org.uk
Website:

www.sewenergy.org.uk Open in new window