Age Concern Morgannwg Limited
What it does
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.
Its charitable purposes
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.
Causes
- What it works on
- General charitable purposes
- Education and training
- Health and saving lives
- Disability
- Preventing or relieving poverty
- Human rights, equality and diversity
- Who it helps
- Older people
- How it works
- Provides staff or volunteers
- Provides buildings, facilities or open space
- Provides services
- Provides advocacy, advice or information
Where it works
- In Wales
- Bridgend
- Merthyr Tydfil
- Rhondda Cynon Taf
Area of benefit in its governing document: Bridgend, Merthyr Tydfil and Rhondda Cynon Taff.
Income and spending
In the year ending 31 March 2025, it had income of £1,561,833 and spent £1,561,150.
| Year ending | Income | Spending | Paid staff | Volunteers |
|---|---|---|---|---|
| 31 March 2025 | £1,561,833 | £1,561,150 | 54 | 81 |
| 31 March 2024 | £1,095,377 | £1,211,679 | 47 | 95 |
| 31 March 2023 | £1,064,211 | £1,249,276 | 53 | 105 |
| 31 March 2022 | £2,119,616 | £1,409,181 | 62 | 120 |
| 31 March 2021 | £2,394,133 | £990,466 | 53 | 72 |
Financial position
Separate measures from the charity's own returns and accounts, each with its year. Read them together: no single measure says how well a charity is run.
- Income over time
- Down 35%, from £2,394,133 in the year to 31 March 2021 to £1,561,833 in the year to 31 March 2025.
- Spending against income
- It spent 100% of its income in the year to 31 March 2025. It spent more than its income in 2 of the 5 years shown.
- Money from government
- 64% of its income in the year to 31 March 2025 came from government grants and contracts (£994,935).
- Largest funder
- Regional Integrated Fund gave £578,640 in the year to 31 March 2025, 37% of that year's income.
Government funding, as the charity reported it
Government grants in the year ending 31 March 2025: £554,768 from 15 grants. Government contracts: £440,167 from 5 contracts.
| Year ending | Government grants | Government contracts |
|---|---|---|
| 31 March 2025 | £554,768 from 15 grants | £440,167 from 5 contracts |
| 31 March 2024 | £115,286 from 5 grants | Not reported |
| 31 March 2023 | £346,350 from 10 grants | Not reported |
| 31 March 2022 | £993,176 from 7 grants | Not reported |
| 31 March 2021 | £385,929 from 11 grants | Not reported |
Where its income came from in the year ending 31 March 2025
- Donations and legacies£6,262
- Charitable activities, including grants and contracts for its work£1,291,015
- Trading and fundraising£261,943
- Investments£2,613
Who funds it, according to its accounts
In its accounts for the year ending 31 March 2025, the charity named 10 funders who gave £1,266,243 between them. £72,125 of that came from public bodies.
These figures were read from the accounts the charity filed with the Charity Commission by Claude, an AI model, in OpenEconomy's accounts reader. AI can misread a table, so check the accounts on the register before relying on a figure.
| Funder | Type | Mar 2025 | Mar 2024 | Mar 2023 |
|---|---|---|---|---|
| Regional Integrated Fund | Trust, company or other | £578,640 | ||
| Cwm Taf Morgannwg HB | Trust, company or other | £299,267 | ||
| Voluntary Action Merthyr Tydfil | Trust, company or other | £220,023 | ||
| Pen-y-Cymoedd | Trust, company or other | £65,203 | £97,536 | |
| Welsh Government | Welsh Government | £55,308 | £89,823 | |
| Cwm Taf Morgannwg | Trust, company or other | £26,985 | £1,981 | |
| Rhondda Cynon Taf County Borough Council | Council | £16,817 | £29,278 | £233,591 |
| Age Connects Wales | Trust, company or other | £4,000 | £4,000 | |
| Cwm Taf Morgannwg UHB | NHS | £340,411 | ||
| Welsh Church Act Funding | Trust, company or other | £44,654 | ||
| Voluntary Action Merthyr | Trust, company or other | £43,688 | ||
| National Lottery | National Lottery | £40,265 | ||
| The National Lottery Community Fund | National Lottery | £36,000 | ||
| Wales Council for Voluntary Action | Other public body | £32,554 | ||
| Merthyr Tydfil | Trust, company or other | £28,500 | ||
| Independent Age Charity | Trust, company or other | £18,000 | ||
| Wales Community Voluntary Association | Trust, company or other | £16,276 | ||
| Community Grant | UK Government | £14,977 | ||
| Independent Age | Trust, company or other | £13,334 | ||
| HSBC | Trust, company or other | £8,500 | ||
| Police & Crime Commissioner for South Wales | Trust, company or other | £5,500 | ||
| Coffee Morning | Trust, company or other | £2,500 | ||
| Little Lines | Trust, company or other | £1,000 | ||
| Interlink | Trust, company or other | £500 | ||
| Cwmpas | Trust, company or other | £299 |
Charities whose accounts say they funded it
| Funder | Year ending | Amount |
|---|---|---|
| Welsh Church Act Fund Within the Areas of Rhondda Cynon Taff, Bridgend and Merthyr Tydfil County Borough Councils | 31 March 2025 | £13,190 |
Grants awarded to it, published on 360Giving
Funders that publish to 360Giving list 7 grants to this charity since 2017, worth at least £1,301,380.
By funder
- The National Lottery Community Fund£1,171,380, 4 grants
- Vivensa Foundation£100,000, 1 grant
- Garfield Weston Foundation£15,000, 1 grant
- Lloyds Bank Foundation for England and Wales£15,000, 1 grant
| Awarded | Grant | Amount |
|---|---|---|
| 6 Mar 2026 | The National Lottery Community Fund | £16,450 |
| 3 Aug 2023 | The National Lottery Community Fund | £6,880 |
| 24 Apr 2023 | Garfield Weston Foundation | £15,000 |
| 18 Jun 2018 | Vivensa Foundation | £100,000 |
| 13 Feb 2018 | The National Lottery Community Fund | £1,100,000 |
| 6 Sept 2017 | Lloyds Bank Foundation for England and Wales | £15,000 |
| 14 Feb 2017 | The National Lottery Community Fund | £48,050 |
Payments from public bodies, from their spending data
Public bodies' published spending shows 7 payments to this charity worth £286,472 between 1 May 2025 and 28 April 2026.
| Public body | Paid | Payments | Financial years |
|---|---|---|---|
| Welsh Government | £286,472 | 7 | 2025/26, 2026/27 |
Trustees
5 trustees run the charity.
- Alison Johnson
- Andrew Cobb
- Lynda Chandler
- Lynda Williams
- Rachael Nicholson
Filing record
Of the last 5 annual returns that were due, 5 arrived by the deadline.
| Year ending | Due | Annual return | Accounts |
|---|---|---|---|
| 31 March 2025 | 31 January 2026 | Received 9 December 2025, 53 days early | Received 9 December 2025 |
| 31 March 2024 | 31 January 2025 | Received 20 January 2025, 11 days early | Received 20 January 2025 |
| 31 March 2023 | 31 January 2024 | Received 23 January 2024, 8 days early | Received 23 January 2024 |
| 31 March 2022 | 31 January 2023 | Received 22 December 2022, 40 days early | Received 22 December 2022 |
| 31 March 2021 | 31 January 2022 | Received 3 January 2022, 28 days early | Received 3 January 2022 |
About this charity
- Charity number
- 1129973
- Status
- Registered
- Registered with the Commission
- 3 June 2009
- Governing document
- MEMORANDUM AND ARTICLES INCORPORATED 10/10/2008AS AMENDED BY SPECIAL RESOLUTION(S) DATED 03/06/2009AS AMENDED BY SPECIAL RESOLUTION(S) DATED 17/03/2011
- Company number
- 06717361This company on OpenEconomyThis company on Companies House
- Website
- www.ageconnectsmorgannwg.org.uk
- Council area of its contact address
- Rhondda Cynon Taf
Sources
- Register details, income, spending, trustees and filing dates: Charity Commission for England and Wales, register of charities. Loaded by OpenEconomy on 2 November 2026.
- Funding from accounts: the charity's filed accounts, read by OpenEconomy's AI accounts reader on 1 November 2026.
- Grants awarded: 360Giving open grants data, from funders that publish there. Loaded by OpenEconomy on 2 November 2026.
- Payments from public bodies: each body's own published spending data, matched to the charity by OpenEconomy. 5 public bodies' data is included so far.