BritDB

CCEW Charity Commission profile

AGE CONCERN MORGANNWG LIMITED

Registered charity 1129973 · organisation 4045669

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Charitable company
Registered
3 June 2009
Removed
Not supplied
Company number supplied
06717361
Financial period
1 April 2024 – 31 March 2025
Latest income
£1,561,833
Latest expenditure
£1,561,150
Gift Aid
Yes
Owns or uses land
Yes
In administration
No
Insolvent
No
CIO
No

Public contact address: Cynon Linc, Seymour Street, ABERDARE, CF44 7BD

Website recorded by the regulator: https://www.ageconnectsmorgannwg.org.uk/ (displayed as text)

02 Activities

What the charity does

TO PROMOTE THE RELIEF OF ELDERLY PEOPLE IN ANY MANNER WHICH NOW OR HEREAFTER MAY BE DEEMED BY LAW TO BE CHARITABLE IN AND AROUND THE COUNTY BOROUGH'S OF OF BRIDGEND, MERTHYR TYDFIL AND RHONDDA CYNON TAF. SPECIFIC ACTIVITIES INCLUDE THE PROVISION OF INFORMATION/ADVICE SERVICES, ADVOCACY SUPPORT AND LOW LEVEL SUPPORT TO ENCOURAGE INDEPENDENT LIVING.

03 Official extract

Charity Annual Return History

Fin Period Start Date
1 April 2024
Fin Period End Date
31 March 2025
Ar Cycle Reference
AR25
Reporting Due Date
31 January 2026
Date Annual Return Received
9 December 2025
Date Accounts Received
9 December 2025
Total Gross Income
£1,561,833
Total Gross Expenditure
£1,561,150
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Cycle Reference
AR24
Reporting Due Date
31 January 2025
Date Annual Return Received
20 January 2025
Date Accounts Received
20 January 2025
Total Gross Income
£1,095,377
Total Gross Expenditure
£1,211,679
Fin Period Start Date
1 April 2022
Fin Period End Date
31 March 2023
Ar Cycle Reference
AR23
Reporting Due Date
31 January 2024
Date Annual Return Received
23 January 2024
Date Accounts Received
23 January 2024
Total Gross Income
£1,064,211
Total Gross Expenditure
£1,249,276
Fin Period Start Date
1 April 2021
Fin Period End Date
31 March 2022
Ar Cycle Reference
AR22
Reporting Due Date
31 January 2023
Date Annual Return Received
22 December 2022
Date Accounts Received
22 December 2022
Total Gross Income
£2,119,616
Total Gross Expenditure
£1,409,181
Fin Period Start Date
1 April 2020
Fin Period End Date
31 March 2021
Ar Cycle Reference
AR21
Reporting Due Date
31 January 2022
Date Annual Return Received
3 January 2022
Date Accounts Received
3 January 2022
Total Gross Income
£2,394,133
Total Gross Expenditure
£990,466

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR25
Fin Period Start Date
1 April 2024
Fin Period End Date
31 March 2025
Ar Due Date
31 January 2026
Ar Received Date
9 December 2025
Total Gross Income
£1,561,833
Total Gross Expenditure
£1,561,150
Grant Making Is Main Activity
No
Count Govt Contracts
5
Count Govt Grants
£15
Income From Government Contracts
440167
Income From Government Grants
£554,768
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
81
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Due Date
31 January 2025
Ar Received Date
20 January 2025
Total Gross Income
£1,095,377
Total Gross Expenditure
£1,211,679
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£5
Income From Government Grants
£115,286
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
95
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 April 2022
Fin Period End Date
31 March 2023
Ar Due Date
31 January 2024
Ar Received Date
23 January 2024
Total Gross Income
£1,064,211
Total Gross Expenditure
£1,249,276
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£10
Income From Government Grants
£346,350
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
105
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 April 2021
Fin Period End Date
31 March 2022
Ar Due Date
31 January 2023
Ar Received Date
22 December 2022
Total Gross Income
£2,119,616
Total Gross Expenditure
£1,409,181
Charity Raises Funds From Public
Yes
Charity Professional Fundraiser
No
Charity Commercial Participator
Yes
Charity Agreement Commerical Participator
Yes
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£7
Income From Government Grants
£993,176
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
120
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 April 2020
Fin Period End Date
31 March 2021
Ar Due Date
31 January 2022
Ar Received Date
3 January 2022
Total Gross Income
£2,394,133
Total Gross Expenditure
£990,466
Charity Raises Funds From Public
Yes
Charity Professional Fundraiser
No
Charity Commercial Participator
No
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£11
Income From Government Grants
£385,929
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
72

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR25
Fin Period Start Date
1 April 2024
Fin Period End Date
31 March 2025
Ar Due Date
31 January 2026
Ar Received Date
9 December 2025
Income Donations And Legacies
6262
Income Other Trading Activities
261943
Income Charitable Activities
1291015
Income Investments
2613
Income Other
0
Income Total Income And Endowments
1561833
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£59,351
Expenditure Charitable Expenditure
£1,501,799
Expenditure Other
0
Expenditure Total
1561150
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
26000
Expenditure Support Costs
478342
Expenditure Depreciation
34893
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£2,392,459
Assets Total Fixed
1912456
Assets Own Use
1912456
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£573,010
Assets Total Liabilities
£92,917
Assets Current Investment
0
Assets Total Assets And Liabilities
£2,392,549
Creditors One Year Total Current
92917
Creditors Falling Due After One Year
0
Assets Cash
£203,538
Funds Endowment
0
Funds Unrestricted
441059
Funds Restricted
1951490
Funds Total
2392549
Count Employees
54
Consolidated Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Due Date
31 January 2025
Ar Received Date
20 January 2025
Income Donations And Legacies
6364
Income Other Trading Activities
232047
Income Charitable Activities
854613
Income Investments
2353
Income Other
0
Income Total Income And Endowments
1095377
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£1,211,679
Expenditure Other
0
Expenditure Total
1211679
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
15000
Expenditure Support Costs
509335
Expenditure Depreciation
19754
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£2,348,073
Assets Total Fixed
1895140
Assets Own Use
1895140
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£544,154
Assets Total Liabilities
£91,221
Assets Current Investment
0
Assets Total Assets And Liabilities
£2,348,073
Creditors One Year Total Current
91221
Creditors Falling Due After One Year
0
Assets Cash
£438,832
Funds Endowment
0
Funds Unrestricted
218685
Funds Restricted
2129388
Funds Total
2348073
Count Employees
47
Consolidated Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 April 2022
Fin Period End Date
31 March 2023
Ar Due Date
31 January 2024
Ar Received Date
23 January 2024
Income Donations And Legacies
7997
Income Other Trading Activities
164011
Income Charitable Activities
891443
Income Investments
760
Income Other
0
Income Total Income And Endowments
1064211
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£4,109
Expenditure Charitable Expenditure
£1,245,167
Expenditure Other
0
Expenditure Total
1249276
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
9868
Expenditure Support Costs
474005
Expenditure Depreciation
66877
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£329,386
Assets Total Fixed
1945009
Assets Own Use
1945009
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£643,895
Assets Total Liabilities
£124,529
Assets Current Investment
95609
Assets Total Assets And Liabilities
£2,464,375
Creditors One Year Total Current
124529
Creditors Falling Due After One Year
0
Assets Cash
£469,336
Funds Endowment
0
Funds Unrestricted
329386
Funds Restricted
2134989
Funds Total
2464375
Count Employees
53
Consolidated Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 April 2021
Fin Period End Date
31 March 2022
Ar Due Date
31 January 2023
Ar Received Date
22 December 2022
Income Donations And Legacies
7738
Income Other Trading Activities
85687
Income Charitable Activities
2025445
Income Investments
746
Income Other
0
Income Total Income And Endowments
2119616
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£2,034
Expenditure Charitable Expenditure
£1,407,147
Expenditure Other
0
Expenditure Total
1409181
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
7129
Expenditure Support Costs
160064
Expenditure Depreciation
51236
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£378,294
Assets Total Fixed
1951703
Assets Own Use
1951703
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£819,791
Assets Total Liabilities
£122,054
Assets Current Investment
102875
Assets Total Assets And Liabilities
£2,649,440
Creditors One Year Total Current
122054
Creditors Falling Due After One Year
0
Assets Cash
£452,600
Funds Endowment
0
Funds Unrestricted
378294
Funds Restricted
2271146
Funds Total
2649440
Count Employees
62
Consolidated Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 April 2020
Fin Period End Date
31 March 2021
Ar Due Date
31 January 2022
Ar Received Date
3 January 2022
Income Donations And Legacies
30759
Income Other Trading Activities
7683
Income Charitable Activities
2355194
Income Investments
497
Income Other
0
Income Total Income And Endowments
2394133
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£3,665
Expenditure Charitable Expenditure
£986,801
Expenditure Other
0
Expenditure Total
990466
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
10587
Expenditure Support Costs
95468
Expenditure Depreciation
23694
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£349,741
Assets Total Fixed
1310237
Assets Own Use
1310237
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,108,903
Assets Total Liabilities
£480,135
Assets Current Investment
102129
Assets Total Assets And Liabilities
£1,939,005
Creditors One Year Total Current
480135
Creditors Falling Due After One Year
0
Assets Cash
£568,347
Funds Endowment
0
Funds Unrestricted
349741
Funds Restricted
1589264
Funds Total
1939005
Count Employees
53
Consolidated Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Local Authority
Geographic Area Description
Rhondda Cynon Taff
Welsh Ind
Yes
Geographic Area Type
Local Authority
Geographic Area Description
Bridgend
Welsh Ind
Yes
Geographic Area Type
Local Authority
Geographic Area Description
Merthyr Tydfil
Welsh Ind
Yes

07 Official extract

Charity Classification

Classification Code
101
Classification Type
What
Classification Description
General Charitable Purposes
Classification Code
306
Classification Type
How
Classification Description
Provides Services
Classification Code
102
Classification Type
What
Classification Description
Education/training
Classification Code
202
Classification Type
Who
Classification Description
Elderly/old People
Classification Code
304
Classification Type
How
Classification Description
Provides Human Resources
Classification Code
103
Classification Type
What
Classification Description
The Advancement Of Health Or Saving Of Lives
Classification Code
307
Classification Type
How
Classification Description
Provides Advocacy/advice/information
Classification Code
305
Classification Type
How
Classification Description
Provides Buildings/facilities/open Space
Classification Code
115
Classification Type
What
Classification Description
Human Rights/religious Or Racial Harmony/equality Or Diversity
Classification Code
105
Classification Type
What
Classification Description
The Prevention Or Relief Of Poverty
Classification Code
104
Classification Type
What
Classification Description
Disability

08 Official extract

Charity Event History

Charity Name
AGE CONCERN MORGANNWG LIMITED
Charity Event Order
1
Event Type
Standard registration
Date Of Event
2009-06-03T00:00:00
Charity Name
AGE CONCERN MORGANNWG LIMITED
Charity Event Order
2
Event Type
Asset transfer in
Date Of Event
2022-12-30T00:00:00
Assoc Organisation Number
507495
Assoc Registered Charity Number
507495
Assoc Charity Name
AGE CONCERN MORGANNWG

09 Official extract

Charity Governing Document

Governing Document Description
MEMORANDUM AND ARTICLES INCORPORATED 10/10/2008AS AMENDED BY SPECIAL RESOLUTION(S) DATED 03/06/2009AS AMENDED BY SPECIAL RESOLUTION(S) DATED 17/03/2011
Charitable Objects
TO PROMOTE THE RELIEF OF ELDERLY PEOPLE IN ANY MANNER, WHICH NOW IS OR HEREAFTER MAY BE DEEMED BY LAW TO BE CHARITABLE IN AND AROUND THE COUNTY BOROUGH COUNCILS OF BRIDGEND, MERTHYR TYDFIL AND RHONDDA CYNON TAFF.
Area Of Benefit
BRIDGEND, MERTHYR TYDFIL AND RHONDDA CYNON TAFF.

10 Official extract

Charity Other Names

Charity Name Id
538930
Charity Name Type
Working name
Charity Name
AGE CONNECTS MORGANNWG

11 Official extract

Charity Policy

Policy Name
Conflicting interests
Policy Name
Investing charity funds policy and procedures
Policy Name
Risk management
Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Engaging external speakers at charity events policy and procedures
Policy Name
Serious incident reporting policy and procedures
Policy Name
Safeguarding policy and procedures
Policy Name
Paying staff
Policy Name
Campaigns and political activity policy and procedures
Policy Name
Safeguarding vulnerable beneficiaries
Policy Name
Financial reserves policy and procedures
Policy Name
Bullying and harassment policy and procedures
Policy Name
Internal risk management policy and procedures
Policy Name
Complaints policy and procedures
Policy Name
Investment
Policy Name
Internal charity financial controls policy and procedures
Policy Name
Trustee expenses policy and procedures
Policy Name
Social media policy and procedures
Policy Name
Complaints handling
Policy Name
Volunteer management