AGE CYMRU GWYNEDD A MON — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Charitable company
Registered: 30 August 2011
Removed: Not supplied
Company number supplied: 07621068
Financial period: 1 April 2024 – 31 March 2025
Latest income: £1,040,349
Latest expenditure: £1,135,601
Gift Aid: Yes
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: CARTREF, BONTNEWYDD, CAERNARFON, LL54 7UW

Website recorded by the regulator: www.agecymrugwyneddamon.co.uk (displayed as text)

02 Activities

What the charity does

Age Cymru Gwynedd a Mon is one of the largest independent provider of services for people over 50 in Gwynedd and Anglesey. Our wide range of services promotes well-being initiatives to assist people over 50 to live independently in their own homes, and to also be part of their community if they so wish. We offer information and advice and regulated to offer personal care in the local community...

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: 22 January 2026
Date Accounts Received: 22 January 2026
Total Gross Income: £1,040,349
Total Gross Expenditure: £1,135,601

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: 9 January 2025
Date Accounts Received: 9 January 2025
Total Gross Income: £1,056,793
Total Gross Expenditure: £1,124,150

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: 16 January 2024
Date Accounts Received: 16 January 2024
Total Gross Income: £959,818
Total Gross Expenditure: £1,063,052

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: 31 January 2023
Date Accounts Received: 31 January 2023
Total Gross Income: £1,105,707
Total Gross Expenditure: £861,051

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: 5 January 2022
Date Accounts Received: 5 January 2022
Total Gross Income: £1,221,142
Total Gross Expenditure: £807,786
Accounts Qualified: Yes

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: 22 January 2026
Total Gross Income: £1,040,349
Total Gross Expenditure: £1,135,601
Grant Making Is Main Activity: No
Count Govt Contracts: 2
Count Govt Grants: £3
Income From Government Contracts: 411848
Income From Government Grants: £199,793
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: 4

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: 9 January 2025
Total Gross Income: £1,056,793
Total Gross Expenditure: £1,124,150
Grant Making Is Main Activity: No
Count Govt Contracts: 3
Count Govt Grants: £3
Income From Government Contracts: 266358
Income From Government Grants: £21,000
Charity Has Trading Subsidiary: Yes
Trustee Also Director Of Subsidiary: Yes
Does Trustee Receive Any Benefit: Yes
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: Yes
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 42

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: 16 January 2024
Total Gross Income: £959,818
Total Gross Expenditure: £1,063,052
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £5
Income From Government Grants: £279,881
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: 30

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: 31 January 2023
Total Gross Income: £1,105,707
Total Gross Expenditure: £861,051
Charity Raises Funds From Public: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £7
Income From Government Grants: £353,932
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: 70

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: 5 January 2022
Total Gross Income: £1,221,142
Total Gross Expenditure: £807,786
Charity Raises Funds From Public: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £20
Income From Government Grants: £471,835
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: 100

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: 22 January 2026
Income Donations And Legacies: 2355
Income Other Trading Activities: 61534
Income Charitable Activities: 970409
Income Investments: 6051
Income Other: 0
Income Total Income And Endowments: 1040349
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £52,853
Expenditure Charitable Expenditure: £1,082,748
Expenditure Other: 0
Expenditure Total: 1135601
Expenditure Investment Management: 2734
Expenditure Grants Institution: 0
Expenditure Governance: 14885
Expenditure Support Costs: 36072
Expenditure Depreciation: 13353
Gain Loss Investment: -2880
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £759,571
Assets Total Fixed: 419194
Assets Own Use: 194910
Assets Long Term Investment: 224284
Defined Benefit Pension Scheme: 0
Assets Other Assets: £714,274
Assets Total Liabilities: £116,158
Assets Current Investment: 0
Assets Total Assets And Liabilities: £1,017,310
Creditors One Year Total Current: 116158
Creditors Falling Due After One Year: 0
Assets Cash: £569,026
Funds Endowment: 0
Funds Unrestricted: 759571
Funds Restricted: 257739
Funds Total: 1017310
Count Employees: 50
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: 9 January 2025
Income Donations And Legacies: 9201
Income Other Trading Activities: 56765
Income Charitable Activities: 982691
Income Investments: 8136
Income Other: 0
Income Total Income And Endowments: 1056793
Income Legacies: 2000
Income Endowments: 0
Expenditure Raising Funds: £76,905
Expenditure Charitable Expenditure: £1,047,245
Expenditure Other: 0
Expenditure Total: 1124150
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 20000
Expenditure Support Costs: 20000
Expenditure Depreciation: 14075
Gain Loss Investment: 13216
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £834,660
Assets Total Fixed: 433219
Assets Own Use: 203278
Assets Long Term Investment: 229941
Defined Benefit Pension Scheme: 0
Assets Other Assets: £848,166
Assets Total Liabilities: £165,943
Assets Current Investment: 0
Assets Total Assets And Liabilities: £1,115,442
Creditors One Year Total Current: 138063
Creditors Falling Due After One Year: 27880
Assets Cash: £751,968
Funds Endowment: 0
Funds Unrestricted: 834660
Funds Restricted: 280782
Funds Total: 1115442
Count Employees: 55
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: 16 January 2024
Income Donations And Legacies: 5657
Income Other Trading Activities: 119305
Income Charitable Activities: 828030
Income Investments: 6826
Income Other: 0
Income Total Income And Endowments: 959818
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £80,107
Expenditure Charitable Expenditure: £982,939
Expenditure Other: 6
Expenditure Total: 1063052
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 20089
Expenditure Support Costs: 20089
Expenditure Depreciation: 15643
Gain Loss Investment: -12165
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £903,811
Assets Total Fixed: 432987
Assets Own Use: 216284
Assets Long Term Investment: 216703
Defined Benefit Pension Scheme: -2820
Assets Other Assets: £897,720
Assets Total Liabilities: £158,677
Assets Current Investment: 0
Assets Total Assets And Liabilities: £1,169,210
Creditors One Year Total Current: 158677
Creditors Falling Due After One Year: 0
Assets Cash: £792,854
Funds Endowment: 0
Funds Unrestricted: 903811
Funds Restricted: 265399
Funds Total: 1169210
Count Employees: 51
Charity Only 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: 31 January 2023
Income Donations And Legacies: 9193
Income Other Trading Activities: 90041
Income Charitable Activities: 999972
Income Investments: 6501
Income Other: 0
Income Total Income And Endowments: 1105707
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £70,420
Expenditure Charitable Expenditure: £788,567
Expenditure Other: 2064
Expenditure Total: 861051
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 21201
Expenditure Support Costs: 50445
Expenditure Depreciation: 14944
Gain Loss Investment: 9580
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £1,005,404
Assets Total Fixed: 435458
Assets Own Use: 206754
Assets Long Term Investment: 228704
Defined Benefit Pension Scheme: -4424
Assets Other Assets: £952,599
Assets Total Liabilities: £99,024
Assets Current Investment: 0
Assets Total Assets And Liabilities: £1,284,609
Creditors One Year Total Current: 99024
Creditors Falling Due After One Year: 0
Assets Cash: £866,658
Funds Endowment: 0
Funds Unrestricted: 1005404
Funds Restricted: 279205
Funds Total: 1284609
Count Employees: 46
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: 5 January 2022
Income Donations And Legacies: 9091
Income Other Trading Activities: 26701
Income Charitable Activities: 1178867
Income Investments: 6483
Income Other: 0
Income Total Income And Endowments: 1221142
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £63,085
Expenditure Charitable Expenditure: £744,701
Expenditure Other: 0
Expenditure Total: 807786
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 20123
Expenditure Support Costs: 53786
Expenditure Depreciation: 17596
Gain Loss Investment: 32885
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £760,551
Assets Total Fixed: 593912
Assets Own Use: 374776
Assets Long Term Investment: 219136
Defined Benefit Pension Scheme: -18843
Assets Other Assets: £700,749
Assets Total Liabilities: £245,445
Assets Current Investment: 0
Assets Total Assets And Liabilities: £1,030,373
Creditors One Year Total Current: 218715
Creditors Falling Due After One Year: 26730
Assets Cash: £650,257
Funds Endowment: 0
Funds Unrestricted: 760551
Funds Restricted: 269822
Funds Total: 1030373
Count Employees: 43
Consolidated Accounts: Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Isle Of Anglesey
Welsh Ind: Yes

Geographic Area Type: Local Authority
Geographic Area Description: Gwynedd
Welsh Ind: Yes

07 Official extract

Charity Classification

Classification Code: 104
Classification Type: What
Classification Description: Disability

Classification Code: 113
Classification Type: What
Classification Description: Economic/community Development/employment

Classification Code: 308
Classification Type: How
Classification Description: Sponsors Or Undertakes Research

Classification Code: 116
Classification Type: What
Classification Description: Recreation

Classification Code: 307
Classification Type: How
Classification Description: Provides Advocacy/advice/information

Classification Code: 203
Classification Type: Who
Classification Description: People With Disabilities

Classification Code: 105
Classification Type: What
Classification Description: The Prevention Or Relief Of Poverty

Classification Code: 101
Classification Type: What
Classification Description: General Charitable Purposes

Classification Code: 306
Classification Type: How
Classification Description: Provides Services

Classification Code: 207
Classification Type: Who
Classification Description: The General Public/mankind

Classification Code: 202
Classification Type: Who
Classification Description: Elderly/old People

08 Official extract

Charity Event History

Charity Name: AGE CYMRU GWYNEDD A MON
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2011-08-30T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description: MEMORANDUM AND ARTICLES INCORPORATED 04/05/2011AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 22/08/2011 as amended on 10 Aug 2021
Charitable Objects: TO PROMOTE THE WELFARE OF THE ELDERLY IN ANY MANNER WHICH NOW IS OR HEREAFTER MAY BE DEEMED BY LAW TO BE CHARITABLE WITHIN GWYNEDD AND ANGLESEY. (FOR FURTHER DETAILS SEE CLAUSE 2 OF THE CONSTITUTION)

10 Official extract

Charity Other Regulators

Regulator Order: 1
Regulator Name: Care Inspectorate Wales (CIW)

11 Official extract

Charity Policy

Policy Name: Safeguarding policy and procedures

Policy Name: Conflicting interests

Policy Name: Investment

Policy Name: Serious incident reporting policy and procedures

Policy Name: Complaints handling

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Social media policy and procedures

Policy Name: Paying staff

Policy Name: Risk management

Policy Name: Trustee expenses policy and procedures

Policy Name: Volunteer management

Policy Name: Investing charity funds policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Bullying and harassment policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures