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.

Objects

TO PROMOTE THE RELIEF OF ELDERLY PEOPLE IN ANY MANNER, WHICH NOW IS OR HEREAFTER MAY BE DEEMED BY LAW TO BE CHARITABLE IN AND AROUND THE COUNTY BOROUGH COUNCILS OF BRIDGEND, MERTHYR TYDFIL AND RHONDDA CYNON TAFF.

Area of benefit: BRIDGEND, MERTHYR TYDFIL AND RHONDDA CYNON TAFF.

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

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

Registered contact address: Rhondda Cynon Taf, Wales (from the postcode on the register)

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

Accounts audited by Azets Audit Services. Discloses 5 of 6 completeness components.

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
• Campaigns and political activity policy and procedures
• Complaints handling
• Complaints policy and procedures
• Conflicting interests
• Engaging external speakers at charity events policy and procedures
• Financial reserves policy and procedures
• Internal charity financial controls policy and procedures
• Internal risk management policy and procedures
• Investing charity funds 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.

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

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)

Reported reserves equal ~18.4 months of spending — in the top quarter for charities its size (median 4.7 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 (5.3%) (benchmarks).

Register events

• Received assets from another charity (30/12/2022) — per the register’s event history; asset transfers typically record mergers or reorganisations.

Trustees · trustee networks

• 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

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 MID MERSEY.

• AGE CONCERN MID MERSEY income £436k
• AGE CONCERN LIVERPOOL & SEFTON income £2.2m
• AGE CONCERN MANCHESTER income £5.3m
• AGE CONCERN CHESTERFIELD AND DISTRICT income £34k
• AGE CONCERN READING income £295k
• AGE CONCERN (HERNE BAY) income £1.8m

Side by side with its peers

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