01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Charitable company
- Registered
- 29 March 2011
- Removed
- Not supplied
- Company number supplied
- 07548947
- Financial period
- 1 April 2024 – 31 March 2025
- Latest income
- £758,182
- Latest expenditure
- £640,614
- Gift Aid
- Yes
- Owns or uses land
- No
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: Age Cymru West Glamorgan, 250 Carmarthen Road, SWANSEA, West Glamorgan, SA1 1HG
Website recorded by the regulator: www.agecymruwestglamorgan.org.uk (displayed as text)
02 Activities
What the charity does
The provision of direct care and support services to older people within the area of benefit.By working in partnership with the statutory sector at both strategic and operational levels on issues relating to older people.By acting as a public advocate on behalf of older people..
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
- 3 December 2025
- Date Accounts Received
- 3 December 2025
- Total Gross Income
- £758,182
- Total Gross Expenditure
- £640,614
- 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
- 4 November 2024
- Date Accounts Received
- 4 November 2024
- Total Gross Income
- £522,860
- Total Gross Expenditure
- £634,348
- 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
- 3 January 2024
- Date Accounts Received
- 3 January 2024
- Total Gross Income
- £552,664
- Total Gross Expenditure
- £749,569
- 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
- 7 December 2022
- Date Accounts Received
- 7 December 2022
- Total Gross Income
- £424,990
- Total Gross Expenditure
- £594,892
- 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
- 15 November 2021
- Date Accounts Received
- 15 November 2021
- Total Gross Income
- £819,354
- Total Gross Expenditure
- £490,704
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
- 3 December 2025
- Total Gross Income
- £758,182
- Total Gross Expenditure
- £640,614
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 1
- Count Govt Grants
- £1
- Income From Government Contracts
- 25089
- Income From Government Grants
- £8,029
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- Yes
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- Yes
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 18
- 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
- 4 November 2024
- Total Gross Income
- £522,860
- Total Gross Expenditure
- £634,348
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 1
- Count Govt Grants
- £3
- Income From Government Contracts
- 23669
- Income From Government Grants
- £262,089
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- Yes
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- Yes
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 18
- 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
- 3 January 2024
- Total Gross Income
- £552,664
- Total Gross Expenditure
- £749,569
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 1
- Count Govt Grants
- £3
- Income From Government Contracts
- 22435
- Income From Government Grants
- £274,200
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- Yes
- 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
- 13
- 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
- 7 December 2022
- Total Gross Income
- £424,990
- Total Gross Expenditure
- £594,892
- Charity Raises Funds From Public
- Yes
- Charity Professional Fundraiser
- No
- Charity Commercial Participator
- No
- Charity Receives Govt Funding Contracts
- Yes
- Count Govt Contracts
- 1
- Charity Receives Govt Funding Grants
- Yes
- Count Govt Grants
- £6
- Income From Government Contracts
- 22428
- Income From Government Grants
- £66,215
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 92
- 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
- 15 November 2021
- Total Gross Income
- £819,354
- Total Gross Expenditure
- £490,704
- 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
- £3
- Income From Government Grants
- £66,088
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 50
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
- 3 December 2025
- Income Donations And Legacies
- 61357
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 667218
- Income Investments
- 2112
- Income Other
- 27495
- Income Total Income And Endowments
- 758182
- Income Legacies
- 43214
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £640,614
- Expenditure Other
- 0
- Expenditure Total
- 640614
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 169580
- Expenditure Governance
- 16490
- Expenditure Support Costs
- 16490
- Expenditure Depreciation
- 4080
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- -3526
- Gain Loss Other
- 0
- Reserves
- £266,282
- Assets Total Fixed
- 4550
- Assets Own Use
- 4550
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £332,939
- Assets Total Liabilities
- £23,891
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £313,598
- Creditors One Year Total Current
- 23891
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £289,768
- Funds Endowment
- 0
- Funds Unrestricted
- 266282
- Funds Restricted
- 47316
- Funds Total
- 313598
- Count Employees
- 13
- Charity Only 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
- 4 November 2024
- Income Donations And Legacies
- 15656
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 491455
- Income Investments
- 2325
- Income Other
- 13424
- Income Total Income And Endowments
- 522860
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £634,348
- Expenditure Other
- 0
- Expenditure Total
- 634348
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 169580
- Expenditure Governance
- 21642
- Expenditure Support Costs
- 21642
- Expenditure Depreciation
- 2875
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 4925
- Gain Loss Other
- 0
- Reserves
- £190,553
- Assets Total Fixed
- 8076
- Assets Own Use
- 8076
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £213,651
- Assets Total Liabilities
- £25,697
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £196,030
- Creditors One Year Total Current
- 25697
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £152,758
- Funds Endowment
- 0
- Funds Unrestricted
- 190553
- Funds Restricted
- 5477
- Funds Total
- 196030
- Count Employees
- 13
- Charity Only 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
- 3 January 2024
- Income Donations And Legacies
- 50638
- Income Other Trading Activities
- 120605
- Income Charitable Activities
- 369226
- Income Investments
- 698
- Income Other
- 11497
- Income Total Income And Endowments
- 552664
- Income Legacies
- 31025
- Income Endowments
- 0
- Expenditure Raising Funds
- £21,871
- Expenditure Charitable Expenditure
- £712,644
- Expenditure Other
- 15054
- Expenditure Total
- 749569
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 145358
- Expenditure Governance
- 45160
- Expenditure Support Costs
- 15054
- Expenditure Depreciation
- 3386
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 2158
- Gain Loss Other
- 0
- Reserves
- £280,852
- Assets Total Fixed
- 3151
- Assets Own Use
- 3151
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £343,028
- Assets Total Liabilities
- £38,661
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £307,518
- Creditors One Year Total Current
- 38661
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £301,797
- Funds Endowment
- 0
- Funds Unrestricted
- 26666
- Funds Restricted
- 280852
- Funds Total
- 307518
- Count Employees
- 23
- Charity Only 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
- 15 November 2021
- Income Donations And Legacies
- 248958
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 560487
- Income Investments
- 664
- Income Other
- 9245
- Income Total Income And Endowments
- 819354
- Income Legacies
- 231893
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £490,704
- Expenditure Other
- 0
- Expenditure Total
- 490704
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 0
- Expenditure Support Costs
- 13408
- Expenditure Depreciation
- 2646
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £566,418
- Assets Total Fixed
- 6628
- Assets Own Use
- 6628
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £703,083
- Assets Total Liabilities
- £35,386
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £674,325
- Creditors One Year Total Current
- 35386
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £683,108
- Funds Endowment
- 0
- Funds Unrestricted
- 566418
- Funds Restricted
- 107907
- Funds Total
- 674325
- Count Employees
- 15
- Charity Only Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Local Authority
- Geographic Area Description
- City Of Swansea
- Welsh Ind
- Yes
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Bridgend
- Welsh Ind
- Yes
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Neath Port Talbot
- Welsh Ind
- Yes
07 Official extract
Charity Classification
- Classification Code
- 202
- Classification Type
- Who
- Classification Description
- Elderly/old People
- Classification Code
- 307
- Classification Type
- How
- Classification Description
- Provides Advocacy/advice/information
- Classification Code
- 207
- Classification Type
- Who
- Classification Description
- The General Public/mankind
- Classification Code
- 101
- Classification Type
- What
- Classification Description
- General Charitable Purposes
- Classification Code
- 203
- Classification Type
- Who
- Classification Description
- People With Disabilities
- Classification Code
- 310
- Classification Type
- How
- Classification Description
- Other Charitable Activities
- Classification Code
- 306
- Classification Type
- How
- Classification Description
- Provides Services
08 Official extract
Charity Event History
- Charity Name
- Age Cymru West Glamorgan Limited
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 2011-03-29T00:00:00
- Charity Name
- Age Cymru West Glamorgan Limited
- Charity Event Order
- 3
- Event Type
- Asset transfer in
- Date Of Event
- 2020-03-04T00:00:00
- Reason
- Funds transferred (incor)
- Assoc Organisation Number
- 5021710
- Assoc Registered Charity Number
- 1144627
- Assoc Charity Name
- AGE CYMRU AFAN NEDD
- Charity Name
- Age Cymru West Glamorgan Limited
- Charity Event Order
- 2
- Event Type
- Asset transfer in
- Date Of Event
- 2013-06-05T00:00:00
- Assoc Organisation Number
- 507560
- Assoc Registered Charity Number
- 507560
- Assoc Charity Name
- AGE CONCERN SWANSEA
09 Official extract
Charity Governing Document
- Governing Document Description
- MEMORANDUM AND ARTICLES INCORPORATED 02/03/2011AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 15/06/2011AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 17 JUN 2016 as amended on 13 Aug 2019 as amended on 04 Oct 2024
- Charitable Objects
- TO PROMOTE THE HEALTH AND WELLBEING OF PERSONS LIVING IN WALES IN ANY MANNER WHICH NOW IS OR HEREAFTER MAY BE DEEMED BY LAW TO BE CHARITABLE.
- Area Of Benefit
- IN AND AROUND THE CITY AND COUNTY OF SWANSEA, AND WITHIN THE ADMINISTRATIVE BOUNDARIES OF APPROPRIATE AUTHORITIES AS REQUIRED
10 Official extract
Charity Other Names
- Charity Name Id
- 460902
- Charity Name Type
- Previous name
- Charity Name
- AGE CONCERN SWANSEA LIMITED
- Charity Name Id
- 509211
- Charity Name Type
- Previous name
- Charity Name
- AGE CYMRU SWANSEA BAY LIMITED
11 Official extract
Charity Other Regulators
- Regulator Order
- 1
- Regulator Name
- Financial Conduct Authority
12 Official extract
Charity Policy
- Policy Name
- Trustee expenses policy and procedures
- Policy Name
- Complaints policy and procedures
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Bullying and harassment policy and procedures
- Policy Name
- Paying staff
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Serious incident reporting policy and procedures
- Policy Name
- Safeguarding vulnerable beneficiaries
- Policy Name
- Risk management
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Volunteer management
- Policy Name
- Conflicting interests
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Investment
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Complaints handling
- Policy Name
- Social media policy and procedures