CARE AND REPAIR WESTERN BAY
The Objects of the Charity are, to relieve the needs of people living in the areas of Swansea and Neath Port Talbot who are disadvantaged by reason of age, ill-health or disability, by the provision of support, assistance, facilities, amenities and services to such people in respect of their housing and surrounding environment
Objects
THE OBJECTS OF THE CHARITY ARE, TO RELIEVE THE NEEDS OF PEOPLE LIVING IN THE AREAS OF SWANSEA AND NEATH PORT TALBOT WHO ARE DISADVANTAGED BY REASON OF AGE, ILL-HEALTH OR DISABILITY, BY THE PROVISION OF SUPPORT, ASSISTANCE, FACILITIES, AMENITIES AND SERVICES TO SUCH PEOPLE IN RESPECT OF THEIR HOUSING AND SURROUNDING ENVIRONMENT.
Financial health, per its FY2026 accounts
The accounts state that the charity reported a net income of £150,578 and unrestricted reserves of £1,159,097 as of 31 March 2026. The trustees consider the state of affairs to be satisfactory and have confirmed adequate resources to continue in operational existence for the foreseeable future. The charity holds a defined benefit pension scheme deficit of £94,000.
What the accounts disclose
“The number of employees whose employee benefits (excluding employer pension costs) exceeded £60,000 was: 2026 1 £60,001 - £70,000” — page 22
“The number of employees whose employee benefits (excluding employer pension costs) exceeded £60,000 was: 2026 1” — page 22
“The objectives of the reserves policy have been set as follows: - To account for the level of reserves required for future funding in the context of budget setting and statutory funders - To account for the reserves in an appropriate manner that will satisfy regulation and statutory funders - To ensure that Care and Repair Western Bay has sufficient reserves to cover any contingent statutory costs that would arise on a winding down of the society's operations” — page 7
“The organisation has funding relationships with City & County of Swansea, Neath Port Talbot County Borough Council and Swansea Bay University Health Board who provided financial support on normal commercial terms either by way of grants or imputed services. Members of the organisation's Board of Management are also senior executives of those organisations.” — page 34
“The charity held a 100% interest in Care & Repair Solutions Ltd [07578751] at the year end, a company incorporated in the UK and limited by guarantee without share capital.” — page 34
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 31/03/2026
- Government income: £2,705,550 — grants £2,705,550 (6); 80% of the £3,376,370 total gross income on the same return
- Employees paid over £60,000: 1 (£60,001–£70,000: 1)
Self-declared on the annual return for the financial year ending 31/03/2025
- Government income: £2,526,447 — grants £2,526,447 (21); 89% of the £2,825,278 total gross income on the same return
- Employees paid over £60,000: 1 (£60,001–£70,000: 1)
- Has a trading subsidiary
Self-declared on the annual return for the financial year ending 31/03/2024
- Government income: £2,647,721 — contracts £661,239 (3), grants £1,986,482 (12); 73% of the £3,648,108 total gross income on the same return
- Has a trading subsidiary
Annual return filing dates (Charity Commission record)
Of its last 5 annual returns with a recorded received date, 1 was received after the due date: year ending 31/03/2023 (received 03/05/2024, 93 days after the 31/01/2024 due date).
Leadership, per the charity’s website
- Chris Jones — Chief Executive
- Faye Patton — Head of Policy and Insights
- Jack Bentley — Head of Business Development
- Adrian Lister — Corporate Services Manager
Funders the charity credits
- Welsh Government
- Gas Safe Charity
- Energy Saving Trust
Property (HM Land Registry)
Structured financials (annual return, FY ending 31/03/2026)
Trustees
- JOHANNA HALL DAVIESchair
- Benjamin Hinchey
- Beverley Simmonds Owen
- CHRISTOPHER JONES
- Darren Williams
- David William Tovey
- Linda Adair Whittaker
- Neil Bennett
- ROBERT IAN DAVIES
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2026 | £3.4m | £3.2m |
| 31/03/2025 | £2.8m | £2.6m |
| 31/03/2024 | £3.6m | £3.6m |
| 31/03/2023 | £2.8m | £2.9m |
| 31/03/2022 | £3.1m | £2.8m |
Common questions
Is CARE AND REPAIR WESTERN BAY financially healthy?
Per its FY2026 accounts: The accounts state that the charity reported a net income of £150,578 and unrestricted reserves of £1,159,097 as of 31 March 2026. The trustees consider the state of affairs to be satisfactory and have confirmed adequate resources to continue in operational existence for the foreseeable future. The charity holds a defined benefit pension scheme deficit of £94,000. Its FY2026 accounts were audited by Bevan Buckland Audit Ltd.
What does the highest-paid employee of CARE AND REPAIR WESTERN BAY earn?
Per its FY2026 accounts, the highest-paid employee was in the £60,001 - £70,000 band, and 1 employees earned over £60,000.
Who funds CARE AND REPAIR WESTERN BAY?
Funders whose own accounts filings name CARE AND REPAIR WESTERN BAY as a grant recipient include SWANSEA C V S, ETHEL AND GWYNNE MORGAN TRUST.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| SWANSEA C V S | FY2021 | £60k | Third Sector ICF Capital Grant Scheme |
| SWANSEA C V S | FY2022 | £7k | Third Sector ICF Capital Grant Scheme |
| ETHEL AND GWYNNE MORGAN TRUST | FY2025 | £5k | Relief -need/disability |
| ETHEL AND GWYNNE MORGAN TRUST | FY2024 | £5k | home modifications |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| GARFIELD WESTON FOUNDATION | 1 | £200k |
| MOONDANCE FOUNDATION | 1 | £127k |
| THE WATERBEACH CHARITY | 1 | £75k |
| THE JENOUR FOUNDATION | 1 | £5k |
| THE MARY HOMFRAY CHARITABLE TRUST | 1 | £5k |
| THE GIBBS CHARITABLE TRUSTS | 1 | £5k |
| THE ALBERT HUNT TRUST | 1 | £5k |
| THE CATHERINE COOKSON CHARITABLE TRUST | 1 | £4k |
Charities like this
- BLAENAU GWENT AND CAERPHILLY CARE & REPAIR
- THE SWANSEA BAY FOUNDATION
- WALLICH-CLIFFORD COMMUNITY
- WATERBEACH UNITED CHARITIES
- EAST AND WEST AID
- NEWPORT CAB
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| CARE AND REPAIR WESTERN BAY | £3.4m | £60,001 - £70,000 | 1 | unclear | — | no doubt |
| BLAENAU GWENT AND CAERPHILLY CARE & REPAIR | £1.3m | — | 0 | unclear | — | no doubt |
| THE SWANSEA BAY FOUNDATION | £65k | — | 0 | above | — | noted |
| WALLICH-CLIFFORD COMMUNITY | £20.7m | £90,001 - £100,000 | 4 | above | — | no doubt |
| WATERBEACH UNITED CHARITIES | £30k | — | 0 | unclear | — | no doubt |
| EAST AND WEST AID | £39k | — | 0 | unclear | — | no doubt |