CAERPHILLY PEOPLE FIRST

Registered charity 1067252 · accounts filings on the Charity Commission register

Caerphilly People First is a self advocacy organisation run by and for people with learning disabilities. We have over 100 members and hold regular meetings with them which gives them a chance to express their views and to get the message across that they can think for themselves and should be allowed to make their own decisons.

Objects

1-TO RELIEVE AND SUPPORT PEOPLE WITH LEARNING DISABILITIES LIVING OR WORKING IN CAERPHILLY COUNTY BOROUGH, THROUGH SERVICES WHICH ENABLE PEOPLE WITH LEARNING DISABILITIES TO OBTAIN THEIR FULL RIGHTS AND PRIVILEGES AS CITIZENS. 2-TO ADVANCE THE EDUCATION OF THE GENERAL PUBLIC ABOUT THE EDUCATIONAL, PHYSICAL, EMOTIONAL AND PHYSIOLOGICAL DISABILITIES.3-TO ADVANCE AND PROMOTE EDUCATION OF ALL PEOPLE WITH LEARNING DISABILITIES THROUGH TRAINING WORKSHOPS, GROUP WORK .

Area of benefit: CAERPHILLY

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: Education/training · Disability · Economic/community Development/employment · Human Rights/religious Or Racial Harmony/equality Or Diversity · website · Get email alerts

Registered contact address: Caerphilly, Wales (from the postcode on the register)

Latest income

£84k

Latest spending

£83k

Registered

1998

Accounts read

FY2026

Financial health, per its FY2026 accounts

The accounts state that total unrestricted funds were £44,614, which is below the board's stated policy target of holding six months of reserves. The trustees note that the charity is entirely dependent on continuing grant aid, posing a potential risk to its ongoing projects.

Automated summary of the FY2026 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Largest income source: Caerphilly County Borough Council (30% of income)

“Caerphilly County Bourough Council Service Contracts 36,404” — page 18

Per its FY2026 accounts as filed with the Charity Commission.

Reserves position: below the charity's own stated reserves policy (held: £45k; policy: six months)

“The board of management strives to maintain reserves to ensure that the charity can continue its work. To this end it aims to hold sufficient reserves to maintain its work for six months.” — page 10

Per its FY2026 accounts as filed with the Charity Commission.

Going concern: noted by the trustees or auditor

“The charity is entirely dependent on continuing grant aid and as a consequence the going concern basis in also dependent on the continuing grant aid” — page 15

Per its FY2026 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 5 of 6 completeness components.

In its annual return the charity told the Commission it is also regulated by: Care Inspectorate Wales (CIW); Welsh Government (Social Landlords And Housing Associations). This is the charity’s own declaration; it is not a rating and has not been verified by the Commission or by this site.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

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
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

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Self-declared on the annual return for the financial year ending 31/03/2026

Volunteers: 11
Government income: £36,404 — grants £36,404 (1); 43% of the £83,845 total gross income on the same return

Self-declared on the annual return for the financial year ending 31/03/2025

Volunteers: 15
Government income: £36,539 — contracts £36,404 (1), grants £135 (1); 34% of the £108,820 total gross income on the same return
Trustee benefits, answered Yes to: any trustee benefit; payments to trustees for services to the charity

Self-declared on the annual return for the financial year ending 31/03/2024

Volunteers: 8
Government income: £30,353 — contracts £29,003 (1), grants £1,350 (1); 34% of the £89,253 total gross income on the same return

Source: this charity’s annual returns on the Charity Commission register.

Trustees · trustee networks

Andrew Heron
Cheryl Smith
Ffion Bethell
Natalie Stapley
Sophie Morgan

Trustee list from the Charity Commission register (current, not historical).

Operates in: Caerphilly

Income and spending

Financial year end	Income	Spending
31/03/2026	£84k	£83k
31/03/2025	£109k	£93k
31/03/2024	£89k	£89k
31/03/2023	£64k	£75k
31/03/2022	£117k	£80k

Common questions

Is CAERPHILLY PEOPLE FIRST financially healthy?

Per its FY2026 accounts: The accounts state that total unrestricted funds were £44,614, which is below the board's stated policy target of holding six months of reserves. The trustees note that the charity is entirely dependent on continuing grant aid, posing a potential risk to its ongoing projects. Its FY2026 accounts were independently examined.

Who funds CAERPHILLY PEOPLE FIRST?

Funders whose own accounts filings name CAERPHILLY PEOPLE FIRST as a grant recipient include BARCHESTER HEALTHCARE FOUNDATION.

Known funders

Grants to this charity found in funders’ own accounts filings.

Funder	Year	Amount	Purpose (as stated by the funder)
BARCHESTER HEALTHCARE FOUNDATION	FY2024	£2k	Craft materials for this charity working with adults with learning disabilities.

Government & lottery funding

Grants to this charity published as open data by government and lottery funders (360Giving).

Funder	Date	Amount	Purpose
Postcode Lottery	30/09/2024	£20k	Unrestricted Funding
The National Lottery Community Fund	05/06/2023	£10k	Health and wellbeing Reconnect through cookery
The National Lottery Community Fund	18/12/2020	£9k	COVID-19 - Room to Zoom
UK government	06/10/2020	£20k	VSCE CMC Fund
The National Lottery Community Fund	03/12/2019	£10k	Safeguarding training for vulnerable people
The National Lottery Community Fund	12/06/2018	£10k	Learning Disability Training Project
The National Lottery Community Fund	27/08/2015	£5k	Helping People with Learning Disabilities to Fill in Benefit Forms
The National Lottery Community Fund	25/04/2013	£3k	Cearphilly People First Youth Project
The National Lottery Community Fund	06/01/2011	£5k	Supporting Parents With Learning Disabilities

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Funder	Similar charities funded	Amount to them
THE THREE GUINEAS TRUST	1	£149k
TRUST FOR LONDON	1	£139k
THE ACCESS TO JUSTICE FOUNDATION	1	£50k
THE BAILY THOMAS CHARITABLE FUND	1	£27k
MISS E F RATHBONE CHARITABLE TRUST	1	£1k
The Squire Patton Boggs Charitable Trust	1	£500

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with BRADFORD PEOPLE FIRST.

BRADFORD PEOPLE FIRST income £77k
PEOPLE FIRST (SELF ADVOCACY) income £162k
CARDIFF PEOPLE FIRST income £193k
CARMARTHENSHIRE PEOPLE FIRST income £362k
People First Keighley & Craven income £194k
MANCHESTER PEOPLE FIRST income £215k

Side by side with its peers

Charity	Income	Top pay band	Reserves vs policy	Fundraising cost	Going concern
CAERPHILLY PEOPLE FIRST	£84k	—	below	—	noted
BRADFORD PEOPLE FIRST FY2025	£77k	—	within	—	no doubt
PEOPLE FIRST (SELF ADVOCACY) FY2025	£162k	—	below	—	no doubt
CARDIFF PEOPLE FIRST FY2025	£193k	—	above	—	no doubt
CARMARTHENSHIRE PEOPLE FIRST FY2025	£362k	—	unclear	—	no doubt
People First Keighley & Craven FY2025	£194k	—	above	—	no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.