Age Cymru West Glamorgan Limited

Registered charity 1140989 · accounts filings on the Charity Commission register · also known as AGE CONCERN SWANSEA LIMITED, AGE CYMRU SWANSEA BAY LIMITED

The provision of direct care and support services to older people within the area of benefit.By working in partnership with the statutory sector at both strategic and operational levels on issues relating to older people.By acting as a public advocate on behalf of older people..

Causes: General Charitable Purposes · website · Get email alerts

Latest income

£758k

Latest spending

£641k

Registered

2011

Accounts read

FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity achieved a total surplus of £117,568 for the year ended 31 March 2025, with unrestricted funds held at £266,282. The trustees believe the core fund balance is sufficient to meet all known financial obligations for at least the next 12 months. The charity operates a defined contribution pension scheme and has no disclosed pension deficits.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Reserves policy: sufficient to meet all known financial obligations for at least the next 12 months (held: £266k)

“The Trustees believe this balance to be sufficient to meet all known financial obligations for at least the next 12 months.” — page 23

Per its FY2025 accounts as filed with the Charity Commission.

Related-party transaction: One of the trustees, N Fulford, is the managing director of Rethink PR & Marketing Ltd, the company that is used to manage the advertising and social media content of the charity.

“17. RELATED PARTY DISCLOSURES One of the trustees, N Fulford, is the managing director of Rethink PR & Marketing Ltd, the company that is used to manage the advertising and social media content of the charity. 18. ULTIMATE CONTROLLING PARTY The ultimate controlling party of Age Cymru West Glamorgan Limited is the Board of Trustees collectively. Page 20 42 Impact Report 2024-25”

Per its FY2025 accounts as filed with the Charity Commission.

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

Public profiles (found on the charity’s own website): facebook · instagram

Structured financials (annual return, FY ending 31/03/2025)

Total income

£758k

Total spending

£641k

Reserves (reported)

£266k

Employees

Reported reserves equal ~5.0 months of spending — below the median for charities its size (median 5.2 months; benchmarks).

Per its annual return, cost of raising funds: 0.0% of total income — below the median for charities its size (4.9%) (benchmarks).

Register events

Received assets from another charity (04/03/2020) — per the register’s event history; asset transfers typically record mergers or reorganisations.
Received assets from another charity (05/06/2013) — per the register’s event history; asset transfers typically record mergers or reorganisations.

Trustees · trustee networks

Sophia Elizabeth Millerchair
Andrew Matthew Jobling
Dr Mahaboob Basha · trustee of 2 other charities
Fiona Brown
James Baker
Melvyn Clifford Rayner
Natasha May Fulford

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

Operates in: Bridgend · City Of Swansea · Neath Port Talbot

Income and spending

Financial year end	Income	Spending
31/03/2025	£758k	£641k
31/03/2024	£523k	£634k
31/03/2023	£553k	£750k
31/03/2022	£425k	£595k
31/03/2021	£819k	£491k

Common questions

Is Age Cymru West Glamorgan Limited financially healthy?

Per its FY2025 accounts: The accounts state that the charity achieved a total surplus of £117,568 for the year ended 31 March 2025, with unrestricted funds held at £266,282. The trustees believe the core fund balance is sufficient to meet all known financial obligations for at least the next 12 months. The charity operates a defined contribution pension scheme and has no disclosed pension deficits. Its FY2025 accounts were independently examined.

Who funds Age Cymru West Glamorgan Limited?

Funders whose own accounts filings name Age Cymru West Glamorgan Limited as a grant recipient include MOONDANCE FOUNDATION, The Neath Port Talbot Community Voluntary Service Limited, THE MARY HOMFRAY CHARITABLE TRUST.

Known funders

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

Funder	Year	Amount	Purpose (as stated by the funder)
MOONDANCE FOUNDATION	FY2022	£34k	Causes in Wales
MOONDANCE FOUNDATION	FY2023	£27k
The Neath Port Talbot Community Voluntary Service Limited	FY2023	£11k	Community Renewal Fund
THE MARY HOMFRAY CHARITABLE TRUST	FY2025	£3k

Government & lottery funding

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

Funder	Date	Amount	Purpose
The National Lottery Community Fund	08/07/2021	£10k	Information Advice & Enabling Project
The National Lottery Community Fund	22/10/2020	£67k	Covid-19 Age Cymru West Glamorgan Covid-19 Response
The National Lottery Community Fund	29/09/2019	£10k	Information and Advice Service
The National Lottery Community Fund	29/03/2011	£847k	Safeguarding Older People Independent Advocacy Project
The National Lottery Community Fund	03/03/2011	£5k	It's a Small World
The National Lottery Community Fund	11/03/2010	£50k	Recession - More Money In Your Pocket