AGE CONCERN NEATH PORT TALBOT
Provide free community based services that facilitate social inclusion, while promoting a healthy and active retirement for local older people. Activities include information and advice through our telephone helpline, local information points, website, events and talks, through to participation in our healthy lifestyle clubs, befriending groups and on-going welfare benefits and advocacy casework.
Objects
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 NEATH PORT TALBOT COUNTY BOROUGH AND THE CITY AND COUNTY OF SWANSEA (HEREINAFTER CALLED "THE ARE OF BENEFIT")
Financial health, per its FY2025 accounts
The accounts state that the charity reported a surplus of £37,804 for the year ended 31 March 2025, with unrestricted reserves increasing to £238,867. The trustees confirm there are no material uncertainties regarding the charity's ability to continue as a going concern. The organization maintains a reserves policy aimed at building designated funds for critical costs, planned budget shortfalls, and future premises acquisition.
What the accounts disclose
“Grants Promote relief for elderly people 175,094” — page 22
Policies the charity declares
- 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
- 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)
Self-declared on the annual return for the financial year ending 31/03/2025
- Volunteers: 33
- Government income: £141,895 — grants £141,895 (3); 52% of the £275,166 total gross income on the same return
Self-declared on the annual return for the financial year ending 31/03/2024
- Volunteers: 30
- Government income: £145,131 — grants £145,131 (4); 58% of the £248,838 total gross income on the same return
Self-declared on the annual return for the financial year ending 31/03/2023
- Volunteers: 35
- Government income: £119,687 — grants £119,687 (4); 59% of the £204,101 total gross income on the same return
Corporate structure
- Registered company of the charity Companies House 04193486
Funders the charity credits
- Integrated Care Fund
Company officers (Companies House)
- WILLIAMS, Nigel on trustee list
- SHAW, Katrin Anne on trustee list
- FREEGUARD, Sharon Elizabeth on trustee list
- PROSSER, Frederick Paul on trustee list
- VEALE, Leighton on trustee list
- TREHAR, Barbara not on trustee list
- JONES, Doreen on trustee list
- RICHARDS, Dean Anthony
Trustees
- BARBARA TRAHAR
- DOREEN JONES
- Frederick Paul Prosser
- Katrin Anne Shaw
- LEIGHTON VEALE
- Nigel Williams
- Sharon Elizabeth Freeguard
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £275k | £237k |
| 31/03/2024 | £249k | £235k |
| 31/03/2023 | £204k | £234k |
| 31/03/2022 | £285k | £239k |
| 31/03/2021 | £215k | £194k |
Common questions
Is AGE CONCERN NEATH PORT TALBOT financially healthy?
Per its FY2025 accounts: The accounts state that the charity reported a surplus of £37,804 for the year ended 31 March 2025, with unrestricted reserves increasing to £238,867. The trustees confirm there are no material uncertainties regarding the charity's ability to continue as a going concern. The organization maintains a reserves policy aimed at building designated funds for critical costs, planned budget shortfalls, and future premises acquisition. Its FY2025 accounts were independently examined.
Who funds AGE CONCERN NEATH PORT TALBOT?
Funders whose own accounts filings name AGE CONCERN NEATH PORT TALBOT as a grant recipient include THE JENOUR FOUNDATION.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| THE JENOUR FOUNDATION | FY2026 | amount not stated |
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Community Fund | 23/08/2016 | £2k | Wartime Wales |
| The National Lottery Community Fund | 29/03/2011 | £289k | Promoting Independence Through Neighbourliness - Phase Two |
| The National Lottery Community Fund | 31/01/2008 | £247k | Promoting Independence through Neighbourliness Project |
| The National Lottery Community Fund | 22/11/2006 | £233k | Tackling Pensioner Poverty through Financial Inclusion Activities |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| AGE UK | 1 | £106k |
| CHARITY OF RICHARD CLOUDESLEY | 1 | £76k |
| CRIPPLEGATE FOUNDATION | 1 | £15k |
| BERKSHIRE COMMUNITY FOUNDATION | 1 | £15k |
| THE AMELIA CHADWICK TRUST | 1 | £7k |
| THE MCCARTHY & STONE CHARITABLE FOUNDATION | 1 | £7k |
| MISS E F RATHBONE CHARITABLE TRUST | 1 | £6k |
| THE HEADLEY TRUST | 1 | £5k |
Charities like this
- AGE CONCERN LIVERPOOL & SEFTON
- AGE CONCERN,TADLEY AND DISTRICT
- AGE CONCERN WOLVERHAMPTON
- AGE CONCERN ISLINGTON
- AGE CONCERN READING
- AGE CONCERN KINGSTON UPON THAMES
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| AGE CONCERN NEATH PORT TALBOT | £275k | — | 0 | unclear | — | no doubt |
| AGE CONCERN LIVERPOOL & SEFTON | £2.2m | — | — | within | — | no doubt |
| AGE CONCERN,TADLEY AND DISTRICT | £23k | — | 0 | unclear | — | no doubt |
| AGE CONCERN WOLVERHAMPTON | £341k | — | 0 | unclear | — | no doubt |
| AGE CONCERN ISLINGTON | £2.2m | — | — | unclear | — | no doubt |
| AGE CONCERN READING | £295k | — | 0 | below | — | no doubt |