Finance Score: 2

Governance Score: 5

Support Score: 0

Reasonable growth: +1
Multiple Deficits: -2
Fundraising costs low: +3

12+ Trustees: -1
Good trustee age range: +3
Dynamic board: +3

No supporters identified

Overall GiG Score: 7

ADDYSG OEDOLION CYMRU / ADULT LEARNING WALES

Addysg Oedolion Cymru / Adult Learning Wales provides community and workplace based adult education in Wales.

Analysis by Giving is Great

Positives:

There has been reasonable growth in spending over the last 3 years relative to the previous period
Fundraising costs are unusually low relative to funds raised
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of age and dynamic in terms of composition

Regulatory & Governance issues to consider:

There are 15 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

On several occasions in recent years income has been less than spending

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/07/23		£9,615	£9,523	£92	£33	£10,209	£8,753	11	289	17
31/07/22		£8,742	£9,535	£-793	£36	£7,633	£6,144	7.7	286	19
31/07/21		£7,322	£7,793	£-471	£37	£-117	£-1,686	-2.6	270	19
31/07/20		£8,027	£7,561	£466	£24	£-1,513	£-2,494	-4	281	21
31/07/19		£7,218	£7,150	£68	£7	£1,365	£49	0.1	134	22
31/07/18		£6,563	£6,764	£-201	£5	£2,577	£1,328	2.4	133	0
31/07/17		£7,229	£7,621	£-392	£4	£1,801	£609	1	145	0
31/07/16		£6,885	£7,375	£-490	£13	£1,198	£94	0.2	148	0
31/07/15		£6,480	£6,375	£105	£46	£1,159	£103	0.2	134	0
31/07/14	*	£7,579	£7,524	£55	£80	£1,504	£476	0.8	161	0
31/07/13		£3,513	£3,390	£123	£57	£649	£638	2.3	84	0
31/07/12		£3,574	£3,280	£294	£17	£447	£437	1.6	85	0
31/07/11		£2,783	£2,750	£33	£20	£435	£425	1.9	65	0
31/07/10		£2,733	£2,548	£185	£21	£227	£216	1	61	0
31/07/09		£2,639	£2,595	£44	£0	£-116	£-126	-0.6	66	0
31/07/08	*	£3,231	£3,356	£-125	£0	£249	£79	0.3	93	0
31/07/07		£3,273	£3,249	£24	£3,249	£380	£370	1.4	103	0
31/07/06		£3,202	£3,227	£-24	£0	£0	£0	n/a	0	0
31/07/05		£2,844	£2,787	£57	£0	£0	£0	n/a	0	0
31/07/04		£2,706	£2,735	£-29	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.6%
Fundraising Costs/Total Spending: 0.6%
Senior Staff Costs/Total Spending: 3%
Highest pay band: £90,000-£100,000
Liabilities/Assets: 43%
Liabilities/Income: 40%
Unrestricted Funds/Total Funds: 86%
Reserves/Spending: 11 months
Net Current Assets/Spending: 4 months
Quick Ratio: 1.3

Asset Split ?

Established: 26 years
(28 years as a company)

www.addysgoedolion.cymru

info@adultlearning.wales

03300580845

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training

GiG Classification

Services for people with disabilities

How it operates

Provides services

Where it operates

Throughout Wales,

Who it helps

The General Public/Mankind

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (15)

Current Trustees appointed

Age Range of Trustees: 44-77

CATHRINE CLARK Appointed: 2015, Occupation: Retired Teacher

CHRISTOPHER PAUL FRANKS Appointed: 2012, Occupation: Retired, Other trusteeships: DINAS POWYS VOLUNTARY CONCERN, DINAS POWYS LIBRARY AND ACTIVITY CENTRE,

DONA LEWIS Appointed: 2020, Occupation: Educationalist

DR JOHN ANTHONY GRAYSTONE (Chair) Appointed: 2015, Occupation: Executive Chair

DR SALAMATU FADA Appointed: 2019, Occupation: Ymchwilydd

DR VICTORY 'SEGUN EZEOFOR Appointed: 2021, Occupation: University Researcher

JENNIFER JONES-ANNETTS Appointed: 2018, Occupation: Retired

JANET TILEY Appointed: 2021, Occupation: Retired

JUDITH EVANS Appointed: 2020, Occupation: Retired

LISA O'CONNOR Appointed: 2024, Occupation: Addysgwraig

NICOLE EVELYN KINNAIRD Appointed: 2022, Occupation: Teacher

STEPHEN NICHOLLS Appointed: 2018, Occupation: Retired

SAM EMMETT Appointed: 2022, Occupation: Educational Administrator

SION ALED OWEN Appointed: 2021, Occupation: Lecturer, Other trusteeship: DECHRAU'N DEG BODHYFRYD,

TIMOTHY PALAZON Appointed: 2019, Occupation: Darlithydd, Other trusteeship: RAYMOND WILLIAMS MEMORIAL FOUNDATION,

Legal constitution

Charitable company registered in England & Wales on 27/08/1998, number: 1071234
Registered at Companies House on 03/10/1995, number: 03109524

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Estyn: Her Majesty's Inspectorate For Education And Training In Wales

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Engaging external speakers at charity events policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
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

Filing Record

20 returns made; AR14: 53 days late, AR08: 16 days late,

Main office

Addysg Oedolion Cymru |
Adult Learning Wales
7 Iard y Cowper / Coopers Yard
Ffordd Curran / Curran Road
Caerdydd / Cardiff
Cymru /

Objectives

TO PROMOTE EDUCATION, IN PARTICULAR FOR ADULTS AND YOUNG PEOPLE, WITHIN THE AREA OF BENEFIT.

Defined Area of Benefit:

WALES

Data Sources