AGE CONNECTS CARDIFF AND THE VALE LTD

Charity number: 1137821
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

THE CHARITY PROVIDES A RANGE OF DIRECT SUPPORT SERVICES TO OLDER PEOPLE INCLUDING ADVOCACY IN THE COMMUNITY AND IN RESIDENTIAL CARE; WELFARE RIGHTS; NEIGHBOUR VOLUNTEER SCHEMES, AN AGEING WELL AND ENGAGEMENT PROGRAMME; NAIL CUTTING, A COMMUNITY SUPPORT PROGRAMME. SERVICE VARY ACROSS CARDIFF AND THE VALE - SEE WEB SITE FOR DETAILS.

Income and expenditure

Data for financial year ending 31 March 2024

Total income:
£695,953

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Donations and legacies £90.86k
Charitable activities £583.25k
Other trading activities £4.31k
Investments £17.52k
Other £0

Total expenditure:
£714,828

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Raising funds £60.43k
Charitable activities £654.40k
Other £0

-£2 investments gains (losses)

Total income includes £278,288 from 3 government contract(s)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

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Raising funds and other expenditure £60.43k
Charitable expenditure £654.40k

People

27 Employee(s)

5 Trustee(s)

300 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

What the charity does:
  • General Charitable Purposes
Who the charity helps:
  • Elderly/old People
How the charity helps:
  • Provides Human Resources
  • Provides Services
  • Provides Advocacy/advice/information
Where the charity operates:
  • Cardiff
  • Vale Of Glamorgan

Governance

Registration history:
  • 06 September 2010: Standard registration
  • 11 May 2015: Funds received from 260189 AGE CONCERN CARDIFF AND THE VALE OF GLAMORGAN
  • 14 September 2021: Funds received from 256119 PENDOYLAN & WELSH ST DONATS RELIEF IN NEED CHARITY...
Organisation type:
Charitable company
Other names:
  • AGE CONNECTS CARDIFF & THE VALE (Working name)
  • AGE CONCERN CARDIFF AND THE VALE OF GLAMORGAN (Previous name)
  • AGE CONCERN CARDIFF ANF THE VALE OF GLAMORGAN (Previous name)
  • NO (Previous name)
Company number:
07345521 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
  • Care Inspectorate Wales (CIW)
Policies:
  • 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
  • Investing charity funds policy and procedures
  • Investment
  • 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
  • Volunteer management
Land and property:
This charity owns and/or leases 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

5 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Stuart Young Chair 10 November 2016
GEORGE HILL-SNOOK CHARITY FOR THE AGED
Received: On time
Greg Watts Trustee 24 January 2023
GEORGE HILL-SNOOK CHARITY FOR THE AGED
Received: On time
Jason Manley Trustee 24 January 2023
GEORGE HILL-SNOOK CHARITY FOR THE AGED
Received: On time
Avril Carter Trustee 25 October 2018
GEORGE HILL-SNOOK CHARITY FOR THE AGED
Received: On time
Russell Bright Trustee 24 May 2018
GEORGE HILL-SNOOK CHARITY FOR THE AGED
Received: On time

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 £837.89k £911.16k £932.64k £611.35k £695.95k
Total expenditure £1.03m £896.41k £843.70k £745.68k £714.83k
Income from government contracts £51.06k £270.58k £276.21k £264.26k £278.29k
Income from government grants £261.63k N/A N/A N/A N/A
Income - Donations and legacies £44.12k £152.68k £63.46k £87.45k £90.86k
Income - Other trading activities £789 £3.28k £4.82k £1.11k £4.31k
Income - Charitable activities £789.79k £754.78k £864.11k £515.87k £583.25k
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £3.19k £420 £268 £6.92k £17.52k
Income - Other £0 £0 £0 £0 £0
Income - Legacies £2.00k £65.49k £175 £2.50k £13.20k
Expenditure - Charitable activities £1.03m £847.87k £784.68k £675.76k £654.40k
Expenditure - Raising funds £0 £48.54k £59.02k £69.92k £60.43k
Expenditure - Governance £4.94k £4.94k £5.99k £5.99k £5.99k
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £0 £0 £0 £0 £0
Expenditure - Other £0 £0 £0 £0 £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Own use assets £2.30k £0 £0 £0 £0
Long-term investments £0 £2 £2 £2 £0
Other assets £558.23k £690.04k £719.67k £562.53k £555.57k
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £23.50k £138.27k £78.93k £56.11k £68.02k

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 16 December 2024 On Time
Accounts and TAR 31 March 2024 16 December 2024 On Time Download Open in new window
Annual return 31 March 2023 19 December 2023 On Time
Accounts and TAR 31 March 2023 19 December 2023 On Time Download Open in new window
Annual return 31 March 2022 17 November 2022 On Time
Accounts and TAR 31 March 2022 01 September 2022 On Time Download Open in new window
Annual return 31 March 2021 21 December 2021 On Time
Accounts and TAR 31 March 2021 19 August 2021 On Time Download Open in new window
Annual return 31 March 2020 24 November 2020 On Time
Accounts and TAR 31 March 2020 25 August 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 INCORPORATED 03/08/2010 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 22/03/2013 AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 12 JUN 2018

Charitable objects

TO PROMOTE THE RELIEF OF ELDERLY PEOPLE IN ANY MANNER WHICH NOW IS OR HEREAFTER MAY BE CHARITABLE IN AND AROUND THE CITY AND COUNTY OF CARDIFF AND THE COUNTY OF THE VALE OF GLAMORGAN

Area of benefit

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

THE CITY AND COUNTY OF CARDIFF AND THE COUNTY OF THE VALE OF GLAMORGAN

Contact information

Address:
Age Connects
Unit 10 Sbectrwm
Bwlch Road
Fairwater
Cardiff
CF5 3EF
Phone:
02920683600
Email:
MAXINE.JOHNSON@AGECONNECTSCARDIFF.ORG.UK
Website:

www.ageconnectscardiff.org.uk Open in new window