BritDB

CCEW Charity Commission profile

AGE CYMRU DYFED

Registered charity 1155813 · organisation 5043755

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
CIO
Registered
17 February 2014
Removed
Not supplied
Financial period
1 April 2024 – 31 March 2025
Latest income
£2,047,545
Latest expenditure
£1,839,613
Gift Aid
Yes
Owns or uses land
Yes
In administration
No
Insolvent
No
CIO
Yes

Public contact address: 27 PIER STREET, ABERYSTWYTH, CEREDIGION, SY23 2LN

Website recorded by the regulator: www.ageuk.org.uk/cymru/dyfed (displayed as text)

02 Activities

What the charity does

To promote the health and well-being, primarily of older people, in any manner which now is or hereafter shall be deemed by law to be charitable in and around west Wales (the counties of Carmarthenshire, Ceredigion and Pembrokeshire).

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
28 January 2026
Date Accounts Received
28 January 2026
Total Gross Income
£2,047,545
Total Gross Expenditure
£1,839,613
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
23 December 2024
Date Accounts Received
23 December 2024
Total Gross Income
£1,445,488
Total Gross Expenditure
£1,443,492
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
£1,197,075
Total Gross Expenditure
£1,270,087
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
15 November 2022
Date Accounts Received
15 November 2022
Total Gross Income
£1,038,078
Total Gross Expenditure
£1,022,939
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
20 December 2021
Date Accounts Received
20 December 2021
Total Gross Income
£1,269,635
Total Gross Expenditure
£817,062

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
28 January 2026
Total Gross Income
£2,047,545
Total Gross Expenditure
£1,839,613
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£10
Income From Government Grants
£686,552
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
Yes
Count Salary Band 60001 70000
0
Count Salary Band 70001 80000
1
Count Salary Band 80001 90000
0
Count Salary Band 90001 100000
0
Count Salary Band 100001 110000
0
Count Salary Band 110001 120000
0
Count Salary Band 120001 130000
0
Count Salary Band 130001 140000
0
Count Salary Band 140001 150000
0
Count Salary Band 150001 200000
0
Count Salary Band 200001 250000
0
Count Salary Band 250001 300000
0
Count Salary Band 300001 350000
0
Count Salary Band 350001 400000
0
Count Salary Band 400001 450000
0
Count Salary Band 450001 500000
0
Count Salary Band Over 500000
0
Count Volunteers
70
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
23 December 2024
Total Gross Income
£1,445,488
Total Gross Expenditure
£1,443,492
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£10
Income From Government Grants
£673,988
Charity Has Trading 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
Yes
Count Salary Band 60001 70000
0
Count Salary Band 70001 80000
1
Count Salary Band 80001 90000
0
Count Salary Band 90001 100000
0
Count Salary Band 100001 110000
0
Count Salary Band 110001 120000
0
Count Salary Band 120001 130000
0
Count Salary Band 130001 140000
0
Count Salary Band 140001 150000
0
Count Salary Band 150001 200000
0
Count Salary Band 200001 250000
0
Count Salary Band 250001 300000
0
Count Salary Band 300001 350000
0
Count Salary Band 350001 400000
0
Count Salary Band 400001 450000
0
Count Salary Band 450001 500000
0
Count Salary Band Over 500000
0
Count Volunteers
60
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
£1,197,075
Total Gross Expenditure
£1,270,087
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£10
Income From Government Grants
£443,731
Charity Has Trading 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
Yes
Count Salary Band 60001 70000
1
Count Salary Band 70001 80000
0
Count Salary Band 80001 90000
0
Count Salary Band 90001 100000
0
Count Salary Band 100001 110000
0
Count Salary Band 110001 120000
0
Count Salary Band 120001 130000
0
Count Salary Band 130001 140000
0
Count Salary Band 140001 150000
0
Count Salary Band 150001 200000
0
Count Salary Band 200001 250000
0
Count Salary Band 250001 300000
0
Count Salary Band 300001 350000
0
Count Salary Band 350001 400000
0
Count Salary Band 400001 450000
0
Count Salary Band 450001 500000
0
Count Salary Band Over 500000
0
Count Volunteers
58
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
15 November 2022
Total Gross Income
£1,038,078
Total Gross Expenditure
£1,022,939
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
£12
Income From Government Grants
£467,102
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
84
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
20 December 2021
Total Gross Income
£1,269,635
Total Gross Expenditure
£817,062
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
£21
Income From Government Grants
£457,723
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
111

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
28 January 2026
Income Donations And Legacies
20662
Income Other Trading Activities
3917
Income Charitable Activities
1994306
Income Investments
27477
Income Other
1183
Income Total Income And Endowments
2047545
Income Legacies
1490
Income Endowments
0
Expenditure Raising Funds
£13,936
Expenditure Charitable Expenditure
£1,825,677
Expenditure Other
0
Expenditure Total
1839613
Expenditure Investment Management
451
Expenditure Grants Institution
0
Expenditure Governance
4370
Expenditure Support Costs
383449
Expenditure Depreciation
11367
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£571,969
Assets Total Fixed
26325
Assets Own Use
26325
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,224,497
Assets Total Liabilities
£223,414
Assets Current Investment
0
Assets Total Assets And Liabilities
£1,027,408
Creditors One Year Total Current
223414
Creditors Falling Due After One Year
0
Assets Cash
£876,574
Funds Endowment
0
Funds Unrestricted
598294
Funds Restricted
429114
Funds Total
1027408
Count Employees
79
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
23 December 2024
Income Donations And Legacies
20176
Income Other Trading Activities
6003
Income Charitable Activities
1400117
Income Investments
15714
Income Other
3478
Income Total Income And Endowments
1445488
Income Legacies
1022
Income Endowments
0
Expenditure Raising Funds
£13,685
Expenditure Charitable Expenditure
£1,429,807
Expenditure Other
0
Expenditure Total
1443492
Expenditure Investment Management
1133
Expenditure Grants Institution
0
Expenditure Governance
3640
Expenditure Support Costs
348091
Expenditure Depreciation
8935
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£589,586
Assets Total Fixed
25352
Assets Own Use
25352
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£994,056
Assets Total Liabilities
£199,932
Assets Current Investment
85000
Assets Total Assets And Liabilities
£819,476
Creditors One Year Total Current
199932
Creditors Falling Due After One Year
0
Assets Cash
£521,458
Funds Endowment
0
Funds Unrestricted
614938
Funds Restricted
204538
Funds Total
819476
Count Employees
76
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
46877
Income Other Trading Activities
7657
Income Charitable Activities
1134677
Income Investments
6470
Income Other
1394
Income Total Income And Endowments
1197075
Income Legacies
28651
Income Endowments
0
Expenditure Raising Funds
£7,574
Expenditure Charitable Expenditure
£1,262,513
Expenditure Other
0
Expenditure Total
1270087
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
3000
Expenditure Support Costs
311081
Expenditure Depreciation
6832
Gain Loss Investment
-864
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£413,498
Assets Total Fixed
25983
Assets Own Use
25983
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£898,746
Assets Total Liabilities
£107,249
Assets Current Investment
340000
Assets Total Assets And Liabilities
£817,480
Creditors One Year Total Current
107249
Creditors Falling Due After One Year
0
Assets Cash
£272,917
Funds Endowment
0
Funds Unrestricted
690251
Funds Restricted
127229
Funds Total
817480
Count Employees
69
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
15 November 2022
Income Donations And Legacies
18165
Income Other Trading Activities
6899
Income Charitable Activities
1011173
Income Investments
1689
Income Other
152
Income Total Income And Endowments
1038078
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£1,022,939
Expenditure Other
0
Expenditure Total
1022939
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
3120
Expenditure Support Costs
240541
Expenditure Depreciation
4825
Gain Loss Investment
2015
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£776,915
Assets Total Fixed
30238
Assets Own Use
20997
Assets Long Term Investment
9241
Defined Benefit Pension Scheme
0
Assets Other Assets
£914,238
Assets Total Liabilities
£53,120
Assets Current Investment
425000
Assets Total Assets And Liabilities
£891,356
Creditors One Year Total Current
53120
Creditors Falling Due After One Year
0
Assets Cash
£305,352
Funds Endowment
0
Funds Unrestricted
807153
Funds Restricted
84203
Funds Total
891356
Count Employees
62
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
20 December 2021
Income Donations And Legacies
244635
Income Other Trading Activities
6218
Income Charitable Activities
1016910
Income Investments
1872
Income Other
0
Income Total Income And Endowments
1269635
Income Legacies
500
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£817,062
Expenditure Other
0
Expenditure Total
817062
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
2800
Expenditure Support Costs
167226
Expenditure Depreciation
2673
Gain Loss Investment
-1271
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£750,033
Assets Total Fixed
23485
Assets Own Use
16259
Assets Long Term Investment
7226
Defined Benefit Pension Scheme
0
Assets Other Assets
£964,360
Assets Total Liabilities
£113,643
Assets Current Investment
0
Assets Total Assets And Liabilities
£874,202
Creditors One Year Total Current
113643
Creditors Falling Due After One Year
0
Assets Cash
£751,858
Funds Endowment
0
Funds Unrestricted
773518
Funds Restricted
100684
Funds Total
874202
Count Employees
58
Charity Only Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Local Authority
Geographic Area Description
Pembrokeshire
Welsh Ind
Yes
Geographic Area Type
Local Authority
Geographic Area Description
Ceredigion
Welsh Ind
Yes
Geographic Area Type
Local Authority
Geographic Area Description
Carmarthenshire
Welsh Ind
Yes

07 Official extract

Charity Classification

Classification Code
101
Classification Type
What
Classification Description
General Charitable Purposes
Classification Code
202
Classification Type
Who
Classification Description
Elderly/old People
Classification Code
105
Classification Type
What
Classification Description
The Prevention Or Relief Of Poverty
Classification Code
104
Classification Type
What
Classification Description
Disability
Classification Code
306
Classification Type
How
Classification Description
Provides Services
Classification Code
307
Classification Type
How
Classification Description
Provides Advocacy/advice/information

08 Official extract

Charity Event History

Charity Name
AGE CYMRU DYFED
Charity Event Order
2
Event Type
Asset transfer in
Date Of Event
2014-04-24T00:00:00
Reason
Funds transferred (incor)
Assoc Organisation Number
1042789
Assoc Registered Charity Number
1042789
Assoc Charity Name
AGE CYMRU CEREDIGION
Charity Name
AGE CYMRU DYFED
Charity Event Order
3
Event Type
Asset transfer in
Date Of Event
2021-01-06T00:00:00
Reason
Amalgamated
Assoc Organisation Number
4011319
Assoc Registered Charity Number
1106321
Assoc Charity Name
AGE CYMRU SIR GÂR
Charity Name
AGE CYMRU DYFED
Charity Event Order
1
Event Type
CIO registration
Date Of Event
2014-02-17T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
CIO - ASSOCIATION REGISTERED ONDATED 17 FEB 2014AMENDED ON 20 NOV 2014AMENDED ON 27 JAN 2020
Charitable Objects
To promote the health and well-being primarily of older people in any manner which is now or hereafter shall be deemed by law to be charitable in and around west Wales (the counties of Carmarthenshire, Ceredigion and Pembrokeshire).

10 Official extract

Charity Other Names

Charity Name Id
542002
Charity Name Type
Previous name
Charity Name
AGE CYMRU CEREDIGION
Charity Name Id
542003
Charity Name Type
Working name
Charity Name
NONE

11 Official extract

Charity Policy

Policy Name
Safeguarding vulnerable beneficiaries
Policy Name
Bullying and harassment policy and procedures
Policy Name
Social media policy and procedures
Policy Name
Conflicting interests
Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Serious incident reporting policy and procedures
Policy Name
Internal risk management policy and procedures
Policy Name
Complaints policy and procedures
Policy Name
Internal charity financial controls policy and procedures
Policy Name
Complaints handling
Policy Name
Financial reserves policy and procedures
Policy Name
Volunteer management
Policy Name
Risk management
Policy Name
Trustee expenses policy and procedures
Policy Name
Investing charity funds policy and procedures
Policy Name
Safeguarding policy and procedures