AGE CONCERN MORGANNWG LIMITED
Registered charity 1129973 · accounts filings on the Charity Commission register · also known as AGE CONNECTS MORGANNWG
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 THE COUNTY BOROUGH'S OF OF BRIDGEND, MERTHYR TYDFIL AND RHONDDA CYNON TAF. SPECIFIC ACTIVITIES INCLUDE THE PROVISION OF INFORMATION/ADVICE SERVICES, ADVOCACY SUPPORT AND LOW LEVEL SUPPORT TO ENCOURAGE INDEPENDENT LIVING.
Causes: General Charitable Purposes · Education/training · The Advancement Of Health Or Saving Of Lives · Disability · The Prevention Or Relief Of Poverty · Human Rights/religious Or Racial Harmony/equality Or Diversity · website · Get email alerts
Financial health, per its FY2025 accounts
The accounts state that total reserves were £2,392,549, with free/unrestricted reserves of £375,989, which the trustees note is equivalent to approximately three months of operating costs. The charity reports a challenging financial climate and notes that reserves are under pressure to meet charitable obligations, though it remains in a positive position compared to the prior year's deficit. The trustees aim to return to a minimum of six months of operating costs in free reserves in the coming 12 months.
Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.
What the accounts disclose
Reserves position: below the charity's own stated reserves policy (held: £376k; policy: six months of operating costs)
“The free reserves of £375,989 represents 24.1% (2024: £366,348 and 30.3%) of the operating cost, or the equivalent of 3 months (approximately) of operating cost. The charity aims to maintain a minimum 6 months of operating costs in free reserves and will endeavour to return to this position in the coming 12 months.” — page 28
Per its FY2025 accounts as filed with the Charity Commission.
Accounts audited by Azets Audit Services. Discloses 5 of 6 completeness components.
Public fundraising profile: JustGiving — Age Concern Morgannwg (matched by registered charity number).
Leadership, per the charity’s website
- Daisy Cole — Chief Executive Officer (source)
- Lynda Williams — Chair (source)
Listed on the charity’s own website when we last crawled it; roles may have changed. Pay-band disclosures above are anonymous statutory disclosures and are not attributed to any named individual.
Property (HM Land Registry)
2 registered titles in England and Wales held by the charity’s company or corporate body (0 freehold). All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.
Public profiles (found on the charity’s own website): facebook · instagram · linkedin
Structured financials (annual return, FY ending 31/03/2025)
Cost of raising funds
£59k
Reported reserves equal ~18.4 months of spending — in the top quarter for charities its size (median 4.8 months; benchmarks).
Per its annual return, largest income source: Charitable activities (83% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.
Per its annual return, cost of raising funds: 3.8% of total income — below the median for charities its size (5.2%) (benchmarks).
Register events
- Received assets from another charity (30/12/2022) — per the register’s event history; asset transfers typically record mergers or reorganisations.
- Alison Johnson
- Andrew Cobb
- Lynda Chandler
- Lynda Williams
- Rachael Nicholson
Trustee list from the Charity Commission register (current, not historical).
Operates in: Bridgend · Merthyr Tydfil · Rhondda Cynon Taff
Income and spending
Common questions
Is AGE CONCERN MORGANNWG LIMITED financially healthy?
Per its FY2025 accounts: The accounts state that total reserves were £2,392,549, with free/unrestricted reserves of £375,989, which the trustees note is equivalent to approximately three months of operating costs. The charity reports a challenging financial climate and notes that reserves are under pressure to meet charitable obligations, though it remains in a positive position compared to the prior year's deficit. The trustees aim to return to a minimum of six months of operating costs in free reserves in the coming 12 months. Its FY2025 accounts were audited by Azets Audit Services.
Who funds AGE CONCERN MORGANNWG LIMITED?
Funders whose own accounts filings name AGE CONCERN MORGANNWG LIMITED as a grant recipient include WELSH CHURCH ACT FUND WITHIN THE AREAS OF RHONDDA CYNON TAFF, BRIDGEND AND MERTHYR TYDFIL COUNTY BOROUGH COUNCILS.
Known funders
Grants to this charity found in funders’ own accounts filings.
Government & lottery funding
Grants to this charity published as open data by government and lottery funders (360Giving).
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.
Charities like this
Semantically similar by activities and financial character, from our analysed corpus. Compare with AGE CONCERN VOLUNTARY ASSOCIATION FOR THE ELDERLY MERSTHAM, REDHILL AND REIGATE.
Side by side with its peers
Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.