2024-03-31-accounts

REGISTERED COMPANY NUMBER: 03361902 (England and Wales) REGISTERED CHARITY NUMBER: 1062150

REPORT OF THE TRUSTEES AND

AUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2024

FOR

SAFER MERTHYR TYDFIL LIMITED

(A COMPANY LIMITED BY GUARANTEE)

Baker Knoyle Audit Limited Chartered Certified Accountants Orbit Business Centre Rhydycar Business Park Merthyr Tydfil CF48 1DL

SAFER MERTHYR TYDFIL LIMITED

CONTENTS OF THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2024

		Page
Report of the Trustees	1	to	19
Report of the Independent Auditors	20	to	22
Statement of Financial Activities	23	to	24
Balance Sheet		25
Cash Flow Statement		26
Notes to the Cash Flow Statement		27
Notes to the Financial Statements	28	to	47
Detailed Statement of Financial Activities	48	to	49

SAFER MERTHYR TYDFIL LIMITED (REGISTERED NUMBER: 03361902)

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2024

The trustees who are also directors of the charity for the purposes of the Companies Act 2006, present their report with the financial statements of the charity for the year ended 31 March 2024. The trustees have adopted the provisions of Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019).

The Trustee Report includes the Report of the Directors' as required by company law.

OBJECTIVES AND ACTIVITIES

Objectives and aims

The charity's objects are:

• Promoting for the public benefit, in partnership with the others, the protection of property, of people and property, and the prevention of criminal acts.

• Advancing the education of the public in crime prevention.

• Providing recreational facilities in the interests of social welfare for young persons with the objectives of improving their conditions of life.

The charity has the general aim of enhancing the quality of life of the people of Merthyr Tydfil, and elsewhere in Wales, by reducing crime and fear of crime. However, since the advent of the Crime and Disorder Act 1998, crime prevention activities now have core status on the agendas of statutory and voluntary organisations locally and nationally. Therefore, the charity's business objectives are to:

• Continue to play a key role in reducing crime and the fear of crime by accessing Welsh Assembly, European and local resources to develop crime prevention initiatives in Merthyr Tydfil and wider areas.

Assist local and national organisations to deliver effective single agency and multi-agency crime prevention measures in order to create a safer environment where economic enterprise and community life can flourish.

• Continue to share good practice with Community Safety Partners locally, regionally, and nationally.

The strategy employed by the charity to achieve its aims and objectives is to develop suitable programmes of work for delivery. In line with its strategic intent, SMT has chosen to specialise in provision of support to families affected by domestic abuse which equates to 95% of business activity.

Public benefit

The Trustees are aware that the Charity has a responsibility under the Charities Act to demonstrate that it has charitable aims that meet the public benefit requirement and are therefore charitable. The Trustees confirm that they have had regard to the Charity Commission's guidance on public benefit when considering, planning and implementing the activities of the charity and comply with the duty under S17 Charities Act 2011. As Trustees, we believe that the aims of our organisation are charitable and for the public benefit. Furthermore, in our view, no detriment or harm arises from our Charity carrying out its work and we are not aware of any widespread views among others that such detriment or harm might arise.

Volunteers Volunteer Time

The value of volunteer time is not quantified in terms of money, but the time contributed by volunteers is an invaluable resource in terms of the outstanding contribution made by them.

The number of hours contributed by volunteers in the year was 1,945 (2022: 4,823).

Page 1

SAFER MERTHYR TYDFIL LIMITED (REGISTERED NUMBER: 03361902)

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2024

STRATEGIC REPORT Achievement and performance

Charitable activities

Through a Grant from Merthyr Tydfil County Borough Council, the charity, throughout 2023/24 has undertaken a strategic role in the coordination of domestic abuse services.

The grant is reviewed annually and makes a significant contribution toward core costs, which incorporate both strategic and operational administration of the organisation. The value of the Grant with MTCBC for the financial year 2023/24 was £37,000. However, in real terms it was significantly higher as it was this contribution to core funds, along with that from The Leathersellers Foundation that allowed us to generate a turnover of £2,300,363. Conversely, the added value is that this level of income contributes directly to the strategic priorities of key local and regional plans. On behalf of the community Safety Partnership and the Regional VAWDASV Steering Group, the charity employs and manages the strategic post of Violence against Women, Domestic Abuse and Sexual Violence (VAWDASV) Regional Advisor. The charity plays a key role in assisting the Local Authority discharge is statutory functions through maintenance and delivery of high-quality programmes of work in relation to Domestic Abuse.

COMETS AND ROCKETS

The Comets and Rockets programme currently spans Cwm Taf Morgannwg (CTM) and is funded by multiple sources including BCBC, RCTCBC, MTCBC, Moondance, and MoJ through the office of the Police and Crime Commissioner for South Wales.

August 2023 saw a re-structure within SMT, with changes made to Comets and Rockets, implementing both a Victims Services manager and an Operational Lead of CYP services in place of the Team Manager. The Victim Services Manager role commenced immediately, and the Operational Lead was successfully appointed in November 2023. Staffing within the project remained the same, meaning the team is at full complement. Cwm Taf delivery is supported by 2 part time Play Therapists, 4 part time Children and Young Person Support Workers and 1 Child IDVA. Bridgend delivery is supported by 1 part-time and 1 full-time Children and Young Person Workers, 2 part-time Play Therapists and a Team Lead. We continue to host the 35 hours post Child IDVA post for Bridgend, who compliments the Bridgend team.

The Comets and Rockets model supports children and young people aged 3 to 17 who have experienced and/or witnessed domestic abuse. The model fully compliments the support of parents/carers in addition to the support provided for children and young people. Depending on the risk and needs facing a family, support is tailored and encompasses a range of support options including group delivery, 1-1, and therapeutic intervention from BAPT accredited play therapists. Support is offered primarily in community venues, covering initial safety planning and advocacy, court support and tailored ongoing sessional support. Support can also be provided at school if more conducive to positive outcomes for the children and young people. We also deliver healthy relationships and resilience programmes in both school and youth/community settings. Both programmes of work target 11- to 17-year-olds. The sessions support the current curriculum changes through PSE in addition to enabling us to identify knowledge gaps and young people who may require additional support.

Key themes covered as part of the universal delivery in school and youth sessions include:

• Healthy relationships - What is domestic abuse

• Staying safe - Consent - Sexual exploitation - Sexting - Safety - Coping strategies - Exploring Human Needs & Rights - Exploring Domestic Abuse and Human rights

• Gender inequality, consent, grooming and child sexual exploitation

Key themes linked to tailored group/1-1 support include but are not exclusive to the following:

Page 2

SAFER MERTHYR TYDFIL LIMITED (REGISTERED NUMBER: 03361902)

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2024

• What is domestic abuse?

• Safety

• Body Safety

• Support networks

• Changes

• Self esteem

Play therapy offered to CYP in addition to the group/1-1 programmes and provides a safe environment for CYP. Play Therapy is delivered by a qualified Play Therapist, utilising non-directive play to:

• Empathise and build rapport and trust with the child

• Help the individual to cope with their thoughts and emotions e.g., guilt from a family breakdown

• Develop an individual safety plan

• Provide the opportunity for the child to have fun and be themselves

During the financial year 2023/2024 Comets and Rockets has achieved the following positive engagements:

• Comets and Rockets groups (4 - 11 years old - CTM) - 130 CYP

• Play Therapy (CTM) - 106 CYP

• Child Parent Relationship Therapy (CTM) - 14 Parents/Carers

• Heart to Heart (CTM) - 13 Parents/Carers

• Child IDVA (Merthyr & Bridgend) - 202 CYP

• ACE's Recovery Toolkit (Merthyr) - 20 CYP

• STAR (Merthyr) - 35 CYP

• Healthy Relationships workshops (Merthyr)- 298 CYP

• Resilience (Universal delivery & Youth Support) - 891 CYP

DOMESTIC ABUSE RESOURCE TEAM (DART)

The team provides a range of services delivered from the Teulu Multi Agency Centre, based in the centre of Merthyr Tydfil as well as providing services within the community from outreach posts and supporting people within their own homes.

DART works collaboratively with other SMT projects, providing holistic family support services. These services are integrated within the program of work delivered by DART and has enabled the focus to shift from just providing a crisis led response to enabling victims and their families to gain the necessary tools to empower them to access appropriate services and become more self-sufficient, working towards eliminating the 'revolving door' of victims and highlighting the potential of survivors.

The aim of the project is to provide a holistic approach to supporting those affected by domestic abuse aged 16+ and their children.

We also aim to:

• Encourage victims to report domestic abuse.

• Provide practical help and support to victims of domestic abuse and their families.

• Coordinate and improve services to adults and children experiencing domestic abuse through multi-agency working.

• Raise public awareness of domestic abuse and its consequences.

• Provide a range of Recovery Programmes and activities.

DART Community Support 2023 - 2024:

1187 referrals received and processed, with successful contacts meaning 705 survivors of domestic abuse were provided with tailored support on either an ongoing, single or triage basis as required.

Page 3

SAFER MERTHYR TYDFIL LIMITED (REGISTERED NUMBER: 03361902)

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2024

At the start of 2023-2024, DART had one full-time manager, one full-time Team Lead, two full-time IDVA, one part-time IDVA, and one part-time triage worker. Victim Services underwent a re-structure in line with SMT organisational strategy, resulting in the team comprising of one full-time service manager, one full-time Operational Lead, two full-time IDVA, one part-time IDVA, one part-time triage worker, and one part-time admin worker. The team also provided Drop-In at Teulu MAC on a daily basis and at Merthyr Tydfil Town Centre Hub on a weekly basis allowing for those with non-planned crisis presentation to be supported in a timely manner to reduce risk in the immediate and facilitate ongoing support where required.

The nature of the work undertaken by SMT Domestic Abuse Resource Team continued to have a significant impact on staff workload and capacity. Referral and engagement data evidences how over the course of 2023-2024, a full-time equivalent frontline staff member supported on average 176 victims to address risk and needs management, which is 21% increase in terms of induvial staff members workload and capacity compared to 2022-2023. This includes single contact, short-term and longer-term support. Induvial service users continued to present with additional needs and often having limited access to other support services such as mental health. This increase in complexity of cases resulted in more cases being opened and more cases staying open for longer.

DART Court Support 2023 - 2024:

Court IDVA attended a total of 46 weekly Special Domestic Violence Court at Merthyr Tydfil Combined Court Centre, including Family Court and Criminal Justice Proceedings, supporting and advocating for a total of 142 victims at plea hearings, Trials, and sentencing hearings - 22 additional victims utilized our Safe Video Evidence Site located at Teulu MAC, where they were able to provide best evidence in Criminal, Civil, and Family Court proceedings.

The effectiveness of the role ensured outcomes were met despite challenges beyond our control:

• 129/142 reported improved health and wellbeing following Court IDVA Support

• 136/142 reported increased feelings of safety following Court IDVA Support

• 142/142 reported feeling better informed and empowered to cope with aspects of daily life following Court IDVA Support

• 139/142 reported feeling better able to cope and build resilience to move forward with daily life following Court IDVA

• Support

Women's Recovery Programmes 2023-2024

In 2022, SMT were able to successfully source 2yr funding to continue Recovery support in Merthyr Tydfil. This supported our delivery in Bridgend where we are commissioned to deliver licensed Recovery programmes:

• FREEDOM PROGRAMME : a twelve-session domestic violence programme to inform women of behaviours and tactics utilized by male perpetrators to exert power and control over their partners / ex-partners.

• OWN MY LIFE : a twelve-session programme for women who have been subjected to domestic abuse to enable women to regain ownership of their lives after they have been in a relationship with someone who has hurt them.

• RECOVERY TOOLKIT : a twelve-session programme for women who have been subjected to domestic abuse and who have separated from their abuser to assist women in looking at ways to develop positive coping strategies to deal with the psychological distress cause by the abuse.

We received 447 referrals for Recovery support, with 208 individuals accessing support. We delivered 7 groups during 2023-2024, including 3 Freedom Programme, 3 Own My Life, and 1 Recovery Toolkit. In line with the wishes of survivors, Recovery Toolkit was offered as self-study with 1-1 conciliation support for the Winter and Spring period. All survivors who accessed our service were supported to address their Recovery needs, with many accessing multiple programmes in furtherance of their recovery following domestic abuse.

Following completion of the Recovery Programmes, survivors reported positive outcomes including: 99% agree support has resulted in positive change.

92% feel more confident following support.

91% report benefitting from meeting other victims.

Page 4

SAFER MERTHYR TYDFIL LIMITED (REGISTERED NUMBER: 03361902)

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2024

89% feel hopeful about the future. 91% feel more assertive.

91% report now being able to make sense of their abuser's behaviour.

99% now expected to be respected in a relationship.

99% feel able to respond to abusive behaviour safely.

99% now feel less alone in their experience of domestic abuse. 95% no longer blame themselves for their abuser's behaviour. 99% can now recognize an unhealthy relationship.

Staff Achievements 2023 - 2024:

RECRUITMENT - No staff retention and recruitment issues to note during 2023-2024 with one staff member transitioning into a specialist role (IDVA) during this period highlighting positive progression pathways within the organisation. All accessed relevant training in line with their role and personal development plan.

TRAINING - Staff learning & Development continued, most notably with one staff member successfully completing Safe Lives IDVA training. Two staff members completed the Own My Life facilitator training. All staff completed Safeguarding Children, Fire Safety, Manual handling & Oasis training. Other training completed by staff in 2023 - 2024 - Stalking in the Modern Day, Working with Male Victims, LGBT and Dual Allegations, Understanding LGBT Abuse, Responding to Street Harassment, Non-Fatal Strangulation, Working with sex Offenders, Working with Female IPV Abuser, Drive IDVA Model Training, EU Settlement, Cultural Diversity, Coercive Control, Health and Safety, CARA training, Understanding Autism, Older People and Sexual Violence, Designated Safeguarding , Working with Resilient Families, Cyber Stalking, Court Process, ISS training, Perpetrators of Sexual Abuse Training

TRAINING DELIVERY - Level 3 Coercive Control Training was provided to partner agencies across Cwm Taf, including housing, education, social care and police. This was delivered in line with both the Social Care Calendar and CTM Safeguarding Board training delivery plan.

EVENTS ATTENDED - DART staff attended multiple events, including Centre for Social Justice - The Big Listen Conference and Workshop, Ending VAWDASV Conference, Merthyr Pride, New Pathways Well Being Conference, White Ribbon Event, SMT Survivor Event, Women's Health Event, and the Gypsy, Roma Traveller Lunch and Learn session delivered by the OPCC.

STAFF WELLBEING - Ensuring the needs of staff members personally and professionally is as paramount as meeting the needs of service users. Funding was secured to ensure continued access to additional clinical supervision for staff as required. The support enabled staff to maintain boundaries, address any potential for countertransference, and prioritise self-care whilst working with complex cases, thus preventing burnout or vicarious trauma.

IRIS (Identification and Referral to Improve Safety)

The IRIS programme is an evidence-based, effective, and cost-effective intervention to improve the primary care response to domestic abuse and is nationally recognised. It improves the General Practice response to domestic abuse and essentially improves the safety, quality of life and wellbeing of survivors. IRIS is a collaboration between primary care and third sector organisations specialising in domestic abuse. Core areas of the programme include ongoing training, education and consultancy for GP practice based clinical teams and administrative staff, care pathways for primary health care practitioners and an enhanced referral pathway to specialist domestic abuse services for patients with experience of domestic abuse.

Support for practices:

• In-house specialist domestic abuse training sessions to become better equipped to respond to concerns and disclosures of domestic abuse from all patients including perpetrators. This includes training for all clinicians, as well as reception and administrative teams.

• Ongoing support and domestic abuse consultancy after training is completed from a named Advocate Educator.

• Literature (posters and cards) for practices explaining that they are a domestic abuse aware practice.

• Developed and enhanced safeguarding responses to both children and adults.

Page 5

SAFER MERTHYR TYDFIL LIMITED (REGISTERED NUMBER: 03361902)

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2024

• A simple referral pathway for patients to a named Advocate Educator, reducing time required from GPs and practices to respond to disclosures and related issues.

• A certificate for each clinician who attends training, counting towards their CPD points.

• Regular attendance from the Advocate Educator at practice meetings to remind staff about the service and provide support with challenging cases.

Support for patients:

• Emotional support, a safe place to talk about how domestic abuse has affected them and the impact this can have on their emotional and physical well-being. The Advocate Educator works in a patient centred way, at the patient's pace, outlining options and choices.

• Practical support, including advice around finances/benefits, referrals into counselling/group work, housing, legal advice, safety planning, referrals to MARAC/safeguarding, support reporting to Police or attending court.

IRIS is delivered across the Cwm Taf Morgannwg region by Safer Merthyr Tydfil in Merthyr Tydfil, Cynon and Bridgend areas and RCT Domestic Abuse Services in Rhondda and Taff.

At 31st March 2024, IRIS had received a total of 1529 referrals for specialist support since its inception in 2015. This is compared to 5 referrals from GP practices in the year 2014/15, prior to IRIS delivery.

Patient experience

The IRIS team aim to contact all referrals within 3 working days of receiving a referral. To ensure that the support provided is suitable for patients a full risk and needs assessment is completed and an individual safety and support plan is implemented and reviewed.

Patients referred for support experienced a range of forms of domestic abuse, many of which had suffered more than one type of domestic abuse throughout their relationships. The main typologies of abuse reported were psychological, financial and physical abuse used within current or historic relationships, which had long lasting, adverse impact on their health with the two main symptoms experienced by patients being depression and anxiety.

The main areas of support offered to patients included emotional support, advice and information, advocacy, recovery programmes, housing related support, debt advice, legal advice and onward referrals for counselling and mental health services.

Project data:

• 100% of practices in Merthyr Tydfil and RCT are designated IRIS aware practices (all 3 IRIS training sessions completed)

• 15/16 practices in Bridgend have undertaken IRIS training

• 252 patients referred for support

• 93.5% (235/252) of patients referred engaged with support

• 129 clinicians trained

• 56 reception and admin staff trained

Patient outcomes:

• 81.5% of patients reported they accessed their GP less as a result of engagement with IRIS

• 77.5% of patients reported feeling safer

• 90% of patients reported their physical and mental health had improved

• 87.5% of patients reported feeling more positive about their future

• 100% of patients reported feeling more informed and able to access support

• 100% of GPs and clinicians reported an increased understanding of the complexities of DVA and felt more confident using

• targeted enquiry to identify domestic abuse

The patient engagement rates this year remained high at 93.5%, which evidences the unique and trusted relationship between patient and GP, who are able to recognise symptoms that present as a result of historic and/or current domestic abuse and signpost patients for specialist domestic abuse support via the practice Advocate Educator.

Page 6

SAFER MERTHYR TYDFIL LIMITED (REGISTERED NUMBER: 03361902)

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2024

In 2023-24 there continued to be significant pressure on general practice. In response to practices' requests, IRIS continued to deliver remote training for clinical and administrative teams and provided support to patients according to their needs using a variety of remote communication methods and also face to face appointments.

THE FAMILY PROGRAMME

Funded by the South Wales Police and Crime Commissioner, the programme offers specialist support for families who are or have experienced domestic abuse and wish to remain together safely or be supported to separate amicably and positively co-parent.

It is a whole family model which works collaboratively with SMT DA services and it aims to:

• Bring the whole family closer together.

• Strengthen and improve family safety, well-being, and positive relationships.

• Ensure the family is seen through the child/young person's eyes with their well-being paramount.

• Ensure the responsibility for the abuse lies with the abusive parent.

• Ensure safety and risk always remain central to the model.

Programme Overview

• INFORMATION GATHERING - Relevant family history in relation to risk and need facing all family members is

• obtained from agencies.

- PHASE ONE (ASSESSMENT) - Individual and Couples Risk and Needs Assessments completed with Abusive Parent and Non-Abusive Parent.

- PHASE TWO (EDUCATON and BEHAVIOURAL CHANGE) - Tailored 1-1, Couples and Children/Young People Sessions completed to address the specific areas identified to reduce risk of harm in the family home.

- PHASE THREE (EXTENSION SESSIONS) - Additional recommended or requested Sessions for Individuals, Couples, or the Whole Family.

Key engagement data for 2023-2024:

• Total number of referrals 23-24: 33

• Total number of families in 23-24: (including families carried from 22-23) 26

• Total number of beneficiaries 23-24: 26 (where contact was made, and family were offered phone support/signposting at

• minimum)

• Total number of families not identified as beneficiaries 23-24: 7

• Families who accessed ongoing support 23-24: 26 (where families progressed to phase one assessment, attended

• face-to-face support)

• Total number of CYP who accessed direct support 23-24: 13

• Total families who accessed phase 2 sessions 23-24: 11

• Total families who accessed Phase 3 extension sessions 23-24: 3

Key Reported Outcomes:

Families noted as beneficiaries against the following outcomes:

• 23/26 Families reported improved health & wellbeing

• 26/26 Families reported increased feelings of safety

• 25/26 Families reported feeling better able to cope and build resilience to move forward with daily life

• 26/26 Families reported feeling better informed

• 25/26 Families reported feeling empowered to cope with aspects of everyday life

Page 7

SAFER MERTHYR TYDFIL LIMITED (REGISTERED NUMBER: 03361902)

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2024

Families not noted as beneficiaries against these outcomes report there was no change, and this can be attributed to factors such as long term mental ill health still being present, cases being assessed as high-risk and referred on to appropriate services to address ongoing risk and needs management factors, and some cases still being in their infancy so limited positive change at this stage in terms of health and wellbeing. Only 1 Family reported a deterioration, and this can be directly attributed to them having their children removed from the care during pre-existing care proceedings prior to engagement with our service.

Key Staff Information:

RECRUITMENT - two team members left Family Programme at the end of 23-24, one on a temporary basis due to maternity leave, and one who sought career progression with the Local Authority. This resulted in vacancies within the team and the recruitment process is ongoing. We partially recruited an internal CYP Worker for an additional 7hrs per week to bolster CYP provision within the service during the maternity period and this will support therapeutic intervention for families accessing Phase 3 extended sessions where the primary outstanding need is directive and non-directive therapeutic support for children who have witnessed the abuse their parent was subjected to by the other parent. Staff member was successfully inducted and accessed relevant training in line with their new role and personal development plan.

TRAINING - Staff learning & Development continued. All staff accessed training via Welsh Women's Aid training calendar and the CTM social care calendar, including Adult Safeguarding, Level 3 Coercive Control, PCSOS Awareness Raising (Working with Sex Offenders), Working with Disguised or Non-effective Compliance, CYP Online Safety and Healthy Relationships, and Heart to Heart facilitator training. Staff also developed in line with their personal development plans and became facilitators of the Coercive Control Level 3 Workshop training which is part of the social care calendar and CTM Safeguarding Board training plan.

STAFF WELLBEING - Ensuring the needs of staff members personally and professionally is as paramount as meeting the needs of service users. Clinical Supervision was provided on both an individual and whole team basis and this enabled staff to maintain boundaries, address any potential for countertransference, and prioritise self-care whilst working with complex cases, thus preventing burnout or vicarious trauma.

THE DRIVE PROJECT

The DRIVE project is a national response to high risk and high harm perpetrators of domestic abuse identified through the MARAC (Multi Agency Risk Assessment Conference) process. The service aims to prevent the use of abusive behaviours whilst victim survivor and associated children safety is paramount. DRIVE advocates a multi-agency approach to case management, linking with all key partner agencies to develop a bespoke intervention strategy tailored to the needs of service users.

Collaboration with IDVA services is central to the model, with the victim survivors' voice being at the centre of the intervention. The intervention is multi-faceted, and interlaces support interventions to reduce risk, one to one behaviour change intervention and disrupt interventions. The team currently consists of 12 Case Managers, 3 Team leaders, 1 x Service Manager.

The team works with service users compiling comprehensive risk and needs assessment throughout the intervention period of up to 12 months. Detailed, innovative, and holistic Individual Intervention Plans are completed for all service users and close partnership working with multi-agency partners is fundamental to the safe practice that underpins the DRIVE model.

DRIVE initially commenced in the Cwm Taf area, covering Merthyr Tydfil and Rhondda Cynon Taf, however in recent years we have seen the project expand to cover the entire South Wales Police force area. There are three teams covering the area:

1. Cwm Taf Morgannwg (Merthyr Tydfil, RCT and Bridgend)

2. Cardiff and The Vale of Glamorgan

3. Western Bay (Swansea, Neath, Port Talbot)

Within the Western Bay team, we also now have the HMP Swansea pilot.

Page 8

SAFER MERTHYR TYDFIL LIMITED (REGISTERED NUMBER: 03361902)

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2024

To date, DRIVE has worked with: 818 perps 896 victims 1,413 CYP in Cwm Taff Morgannwg 556 perps 646 victims and 1,208 CYP in Cardiff and Vale 237 Perps 267 victims and 505 CYP in Western Bay

From the inception of the Project, Drive has been able to demonstrate good examples of multi-agency working with partners such as the IDVA service, Children's Services, Police and NPS which clearly demonstrates it is contributing effectively to the reduction of harm and improving victim and CYP safety. We have received several accolades and examples of positive feedback from our partners in respect of work that has been done with perpetrators and the outcomes that have been achieved in respect of positive impact on victims and families.

We have been able to demonstrate good examples of the impact of behavioural change work with engaged service users and examples of disrupt interventions with those service users not engaged or with whom we are not in contact due to safety or other reasons. Disrupt work involves monitoring and facilitating appropriate case actions from a distance which will prohibit the perpetrator from carrying out further abusive behavior or which improves risk for the victim.

HMP Swansea

The HMP pilot has progressed well during this quarter and has now been extended until March 2025 alongside the community projects. The pilot was created in response to an identified need following the launch of the short-term sentence model in August 2000. It was identified that the cohort falling under this model consisted of a high volume of high-risk high harm domestic abuse perpetrators, and due to the nature of short term sentences, the ability to complete comprehensive assessments and risk management was negatively impacted. In response to this, Safer Merthyr Tydfil has collaborated with South Wales OPCC, HMPPS and The DRIVE partnership to develop the intervention at HMP.

The aim of this model is to:

• Identify and respond to high risk of serious harm perpetrators of domestic abuse that receive sentences* less than

• 6 months; improving safety for their associated victims and children.

• Build motivation and facilitate access to RNR informed, specialist domestic abuse behaviour change interventions for the high risk of serious harm perpetrators of domestic abuse perpetrator.

• Provide continuity of access to specialist domestic abuse behaviour change interventions for the high risk of serious harm perpetrators of domestic abuse perpetrator prior to, during the transitionary period from custody, and after, into the community.

• Reduce repeat and serial incidents of domestic abuse in the same, or in future, relationships.

• Prevent recidivism and domestic abuse offending and the return to HMP.

*offenders/perpetrators that have not been sentenced on a DA related offence but have a high risk-harm DA offending profile should be considered too.

The models which informed the development of this intervention are primarily concerned with increasing safety for victims/survivors and their children, facilitating opportunity for meaningful behavioural change for the one using abusive behaviours and aiding the custodial setting to become domestic abuse informed.

The Drive Case Manager in HMP Swansea is based in the Offender Management Unit within HMP Swansea. The Drive Case Manager uses the whole prison resource within the intervention plan; for example, employment, education, Dyfodol (substance use intervention), mental health and resettlement services. The Drive Case Manager is also embedded within the HMP forums that are underpinned by the whole prison approach, such as the IRMT (Interdepartmental Risk Management Team). This is attended by representatives across the Prison to discuss individuals' risk, attended by Security, operational staff, Dyfodol, resettlement, COMs, and POMs etc.

Suite of perpetrator interventions:

SMT are the service provider for DRIVE Project, Driving Change and CLEAR, a suite of perpetrator interventions that provide risk-based, tiered levels of support. Initially the suite of interventions ran throughout Cardiff and the Vale of Glamorgan but have now expanded across Cwm Taf Morgannwg.

Page 9

SAFER MERTHYR TYDFIL LIMITED (REGISTERED NUMBER: 03361902)

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2024

The aim of the model of work/delivery model is an integrated approach that will improve the public sector response to violence against women, domestic abuse and sexual violence by reducing the number of victims, holding perpetrators to account for their behaviour, and promoting a desire for significant attitudinal and behavioural change in perpetrators. In partnership with others, improving the consistency, quality and join-up of service provision in relation to supporting and holding perpetrators to account is the fundamental aim of SMT.

By hosting the suite of interventions, we are able to offer services across risk levels and have developed a "step up / step down" approach across the interventions, targeted to meet the needs of service users, with victim and CYP safety at its core.

DRIVING CHANGE

Responding to Tertiary prevention, Driving Change is a RESPECT accredited fully integrated domestic abuse perpetrator programme (DAPP) to provide risk based, tiered levels of support to standard and medium risk cases, where men have been violent or abusive towards their partners. The core aim of the programme is to support and maintain the safety and wellbeing of all women and children, whilst holding perpetrators of domestic violence and abuse to account for their behaviour. Driving Change provides challenge and also support to enable individuals to cease their violent and abusive behaviour with a view to them developing respectful, loving and responsible attitudes towards not only those around them but also towards themselves. Driving Change combines both one-to-one and group-based work, adopting a cognitive-behavioural and feminist approach within an explicit emotional and feeling framework rooted in psychotherapeutic and spiritual practice. As in DRIVE, Driving Change will work very closely with partner support services.

As we continue to deliver the programme implementing our model of work/delivery model, we believe that Driving Change is a service that improves the public sector response to VAWDASV by reducing the number of victims, holding perpetrators to account for their behaviour, and promoting a desire for significant attitudinal and behavioural change in perpetrators.

Driving Change is now in the third year of delivery in Cardiff and The Vale, and it's second year across Cwm Taf Morgannwg.

CLEAR

Early Intervention CLEAR is a 6-week course which facilitates men to identify their abusive tactics, take responsibility for them, and learn new tools and strategies that can be used to promote a healthier relationship. 6 sessions are run weekly on a one-to-one basis and are tailored to meet the needs of each individual. Each session lasts for approximately 1 hour - 1 1/2 hours. The course focuses on: -

• Raising awareness of violence against women and girls

• Identifying the impact of abusive behaviour on others

• Gendered inequalities

• Abusive tactics - identifying these behaviours within their own relationships

• Tools to promote healthier relationships - e.g., Time out

• Goal setting - to promote wellbeing and healthier relationships

The aim is that a Service user will be supported in the most appropriate programme intervention and not 'fall out' of service simply because of associated risk criteria - early indications suggest this approach is beneficial.

Much like Driving Change, the service initially began in the Cardiff and Vale area and has now expanded across Cwm Taf Morgannwg.

PARTICIPATION PROJECT

This project is commissioned out to Safer Merthyr Tydfil by Merthyr Tydfil County Borough Council. The aim of the project is to support young people in Merthyr Tydfil to participate in the decision- making processes about services that affect them. Young people can participate in the Merthyr Tydfil Borough Wide Youth Forum and become a Youth Cabinet member or be elected by a democratic process as the Youth Mayor/Deputy Youth Mayor of Merthyr Tydfil. There is a current Youth Mayor, Deputy Youth Mayor and a Youth Cabinet who have identified their roles in the local community as follows:

Page 10

SAFER MERTHYR TYDFIL LIMITED (REGISTERED NUMBER: 03361902)

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2024

• Representing the views of local young people to decision-makers

• Campaigning and identifying issues that are important to young people.

• Inspecting local youth services

• Providing feedback to the local council - or carry out local consultations on their behalf.

Highlights:

The Youth Mayor and Deputy Youth Mayor have attended various events over the past year including Remembrance Day, Christmas light switch on and Diwrnod Shwamae and sitting on the judging panel for this year's local heat of the young traders competition. They have both engaged well with the young people of Merthyr Tydfil and shown themselves to be a fantastic inspiration to many. Key engagements undertaken both the Youth Mayor (Katy Richards) and Deputy Youth Mayor (Dylan Thomas) include the following:

- Deputy Youth Mayor attended the Hustings filming.

• Youth Mayor and Deputy Youth Mayor and Deputy Youth Mayor elect attended the Snakes N Ladders conference in the Orbit Centre

• Youth Mayor attended and delivered a presentation about participation and Children's Rights to Edwardsville Primary School.

• Youth Mayor continues to attend Snakes N Ladders - The Other Pandemic monthly strategic partnership board meetings alongside the chair of YAP's and supported by the Deputy Youth Mayor and the Youth Mayor Elect

• Deputy Youth Mayor took a lead role in the voting at Ysgol Rhydywaun informing young people of the process of voting and having a voice.

• The Youth Mayor attended the Christmas lights ceremony and addressed the local community regarding the performance of the events.

• The Youth Mayor and Deputy Youth Mayor attended the Welsh Christmas Fayre at Cyfarthfa Park.

• Deputy Youth Mayor involved in interviewing new staff for the Snakes N Ladders project

The ongoing hard work and dedication of the young people currently making up our youth cabinet were seen on a number of occasions this year. We have seen them grow in confidence and capability both as a group and as individuals. It is important to note how well these young people speak to external visitors and act as advocates for the peers out in the wider youth communities of Merthyr Tydfil. Throughout their hard work we have been able to successfully achieve the following highlights this year:

• The achievements and successes Of Merthyr Tydfil's young people were celebrated another successful Academy of Success Active Citizen and Participation Awards. Members of the youth cabinet took active roles in the hosting of this annual event and showed themselves again to be wonderful role models to their peers.

• Youth Mayor & Deputy Youth Mayor both continue to sit on the strategic partnership board for the Snakes 'N' Ladders - The Other Pandemic project sharing the voice and advocating for young people. A number of additional cabinet members are also involved with the ongoing development and growth of this project.

• 5 young people received full training and participated as panel members for the 2023 Gwirvol Youth Led Awards.

They approved funding for the following five organisations: Gellideg Foundation Group Greenfields School Georgetown Boys & Girls Club Steven and George MTBWYF

• Following a successful application for funding, we were able to carry out project relating to the celebration of equality and diversity within the LGBT+ youth communities of Merthyr Tydfil. Through a variety of art mediums young people were able to develop new friendships and build confidence in their own abilities as well as working together with a larger group.

Page 11

SAFER MERTHYR TYDFIL LIMITED (REGISTERED NUMBER: 03361902)

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2024

• The youth cabinet participated in a range of consultations again this year, and articulated not only their own experiences, but also ensured the voices and opinions of the wider youth population of Merthyr Tydfil were also raised and considered by our external visitors.

Priorities for 2024-2025:

• Continue to build on the cohesive approach to partnership working across the borough. Continue to share good practice and opportunities available for young people to get involved.

• Continue to work with Merthyr Tydfil Youth Service for a more joined up approach to meet key targets through the facilitation of the youth forum.

• Facilitate the training of a new group of cabinet members and assist them in the delivery of the "what young people say" training to external partners.

• Work closely with schools and school councils to increase involvement in the local participation agenda. In addition we will work closely with schools and organisations to raise the voting numbers in this year's hustings to elect the new Youth Mayor.

• Celebrate the success of young people within the borough through the Academy of Success, Volunteering Awards and the High Sheriff Awards through the media and any other opportunities that come about.

• Support MTBWYF in the development and completion of their projects and ongoing work with Snakes 'N' Ladders project.

'Working in partnership with Merthyr Tydfil CBC Youth Service'

SNAKES 'N' LADDERS

Safer Merthyr Tydfil have a history of strong partnership working with the local authority and with our committed third sector partners who work on the young people's agenda and who are strong advocates of the UNCRC Rights of the Child and particularly of Article 12. The Council commissioned Safer Merthyr Tydfil to deliver its Participation Service contract which facilitates the Borough Wide Youth Forum, leads on the youth Mayor initiative, supports the Youth Mayor, Deputy Youth Mayor and the Youth Cabinet. The Snakes 'N' Ladders Project slots nicely into the Participation agenda and is suitably placed in Safer Merthyr Tydfil to work in symbiosis with the successful participation project.

The Snakes 'N' Ladders the Other Pandemic project commenced on the 1st of September 2022. It is funded by the Mind Our Future Lottery Fund, the funding is £1.2 million over 5 years to 2027 and Merthyr Tydfil County Borough Council are the funding hosts and lead partner.

Snakes and Ladders is a co-production project empowering young people aged between 11 and 25 from across Merthyr Tydfil County Borough (MTCB) to inform the development of support and services that enable them to build resilience and maintain their mental wellbeing. The aim of the project is to reach as many young people as possible to enable them to share their lived experiences so that others learn from them. Through the work of Youth Advisory Panels, their voices will be heard to develop any changes to be made to the current services available and to identify any gaps.

The role and purpose of the partnership is to ensure young people are front and centre in design, delivery and management of the grant and to create opportunities for young people's voices to be heard. It will ensure that change is enacted upon only following intensive consultation and engagement. The partnership will work with young people to ensure that services are delivered and developed in a way that meets their needs and that young people get the support needed at the right place, at the right time.

Page 12

SAFER MERTHYR TYDFIL LIMITED (REGISTERED NUMBER: 03361902)

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2024

There is a Strategic Project Board made up of multi-agency partners, young people also take a place on the board to ensure that the project is accountable and meets the needs of the young people in the borough. A requirement of the Lottery funding is that a thorough evaluation takes place over the duration of the life of the project and this role is undertaken by The University of South Wales. SMT and Barnardo's Cymru host the project staff which consists of the Project Development Coordinator and two Consultation and Engagement Worker. The project is also supported by an Administrative Assistant employed by MTCBC as lead organisation.

In December 2023 to support the conclusion of the development phase we a conference was held at the Orbit centre in Merthyr Tydfil, the purpose of the conference was to share the findings from the consultations that took place during the year and launch the priorities for the delivery phase of the project, years two to five.

What have we done:

• Worked with young people to design Youth Advisory Panel application forms and information leaflets in English and Welsh.

• 11 Young people were supported to take a lead role in the feedback conference in the orbit centre.

• Supported young people to attend and participate in the Strategic Project Board group that meets monthly.

• Engaged with 2 Secondary schools to participate in the transition pilot project.

• Supported 3 young people to run 8 focus groups in Pen Y Dre High School

• Put forward a young person on the project for a young volunteer of the year award (he won in this category).

• Developed a safeguarding animation film for young people in partnership with MTBWYF and the local authority Safeguarding Officer. This animation was launched during safeguarding week in November 2023.

• Continuing to develop peer led safeguarding training.

• Developed a young person version of the delivery report (both reports are available on request).

• Developed a new project logo.

Fundraising activities

The charity does not carry out significant fundraising activities.

Financial review

Principal funding sources

The trustees recognise that certain aspects of the charity's activity are reliant on annual grant funding, which hinders longer term planning and is always a major consideration in our risk management strategy. Procurement and tendering have potential to provide the voluntary sector with alternative options and therefore allow for lesser dependence on grant funding, albeit those opportunities are few and competitive. Trustees are committed to continue to explore any and/or all potentials for development of future initiatives.

The principal funding sources for the charity are predominantly through grant income. However, trustees are committed to attaining a varied funding mix where possible.

SMT is enormously grateful for the continued support of all its funders and donors, whether they be large or small, each has a significant importance in assisting SMT to continue its work.

Investment policy and objectives

Under the Charity's Memorandum and Articles of Association, trustees have the power to invest in any way deemed beneficial. The trustees, having regard to the liquidity requirements of maintaining its key programmes of work and, in line with its reserves policy, operates a policy of keeping funds in an interest-bearing deposit account. The trustees seek to achieve a rate of deposit interest which matches or exceeds Bank of England base rates.

Given the current economic climate and higher interest rates which has reflected positively on bank saving accounts SMT has benefited by through its investment in interest bearing deposit accounts in 2023/24. However, the Trustees will continue to monitor and if appropriate review Safer Merthyr Tydfil's investment policy as it does annually for 2024/2025.

Page 13

SAFER MERTHYR TYDFIL LIMITED (REGISTERED NUMBER: 03361902)

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2024

STRATEGIC REPORT

Financial review

Reserves policy

Safer Merthyr Tydfil (SMT) recognises its responsibility for prudent financial management and the requirement to have in place a Reserves Policy Statement for the organisation. It also recognises the need to build adequate reserves for the organisation, to provide for future needs and to cover any deficit in funds.

This Reserves Policy Statement is consistent with the practice recommended by the Charity Commission.

A reserves policy requires the continued building of reserve funds through the sound management of available resources. SMT's Board of Trustees pro-actively work to build reserves to the required level. This level is monitored regularly.

SMT's Board of Trustees will review the organisations required level of reserves on an annual basis as a part of the annual audit process, and a statement of unrestricted reserve will be published within the Trustee Report and notes of SMT's annual audited accounts.

The Reserves Policy will be reviewed every 2 years or more frequently if appropriate.

The Board of Trustees will also review the financial risks contained within the risk register bi-annually or more frequently if appropriate.

The level of reserves to be accumulated will be based on the following requirements:

• Redundancy payments for eligible staff.

• Salary in lieu of notice.

• Minimum of six months' overheads/running costs.

• Sufficient funds to cover any deficit in resources for restricted projects.

• Cover for core activity that may not be-funded in future.

• To provide for the potential risk of funding being reclaimed

Monitoring & Reviewing:

1. The organisation has in place rigorous financial procedures to ensure income and expenditure is aligned with the budgets set annually. These are reviewed on a quarterly basis so that the potential impact on reserves is understood and mitigated.

2. Each year the Board considers the movement of funds into or out of general reserves consistent with the organisation's strategic plan, action plans and current budgets.

3. On an annual basis, SMT reviews the costs of:

4. redundancy for eligible staff.

5. salary in lieu of notice.

6. Minimum of six months' overheads/running costs.

7. funds to cover any deficit in resources for restricted projects or for core activity that may not be funded in future.

8. Updated information is provided to SMT Board of Trustees on an annual basis to enable an appropriate reserve target to be set for the following financial year

9. All decisions made in Board meetings are minuted and the minutes are signed by the Chair once they have been formally adopted by Board Members.

General reserves are held in an interest-bearing deposit account, in line with the charity's investment policy and are needed to meet the working capital requirements of the charity. At this level current activities of the charity would be able to continue if there was a significant drop in short-term funding. SMT had £657,238 in general reserves at 31/03/24.

Page 14

SAFER MERTHYR TYDFIL LIMITED (REGISTERED NUMBER: 03361902)

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2024

STRATEGIC REPORT

Future plans

The Trustees have recently updated the organisations strategic plan and identified that the key priorities for SMT remain unchanged. Therefore, the focus is to continue with its current key activities in the forthcoming years and to work closely with its key funders in order to do so. As is usual, for SMT and other third sector organisations all its work is subject to satisfactory funding arrangements, however, in line with its strategic plan SMT does take a very proactive approach in developing and pursuing its opportunities.

Trustees are mindful of ongoing public sector spending constraints and ongoing increased costs which SMT are not immune, organisational costs are impacted as overhead costs significantly increase, so too the demand on services. Therefore, it is critical that the organisation demonstrates its strategic fit in order that it can maintain its existing services at or around their current levels of funding. SMT remained stable throughout 2023/2024, looking ahead to 2024/25, this continues, and as we enter the new financial year we do so with the assurance that a significant proportion of project funding is secure to 2025. However, 2024/25 is the last year of multi-annual funding for a significant proportion of programmes and some grant funds come to an end. Therefore, key focus for 2024/25 will be fundraising.

STRUCTURE, GOVERNANCE AND MANAGEMENT

Governing document

The charity is controlled by its governing document, a deed of trust, and constitutes a limited company, limited by guarantee, as defined by the Companies Act 2006.

Furthermore, Safer Merthyr Tydfil is a registered charity, with its governing document its Memorandum and Articles of Association dated 16/04/1997 and amended to allow for current governance arrangement on 12/05/2006.

Safer Merthyr Tydfil was incorporated on 29th April 1997 and in the event of the company being wound up members are required to contribute an amount not exceeding £10.

Recruitment and appointment of new trustees

The directors of the charitable company (the charity) are its trustees for the purpose of charity law and throughout this report are collectively referred to as the Board of Trustees.

Trustees are elected to serve for a period of three years, after which they must be re-elected at the next Annual General Meeting.

One third of the trustees retire by rotation at each year's Annual General Meeting. Those making themselves available for re-appointment and any new nomination (under the terms of governing documents) are then seconded and appointed by a simple majority of those remaining members present at the meeting.

Due to the diversity of the charity an effort is made to maintain representation of our communities. In addition, we also seek to attain a broad skill mix of trustees. In the event of skills being lost due to retirement, suitable individuals are approached to offer themselves for election to the Board. To enhance the scope of recruitment for key positions the charity will also recruit through open advertisement when necessary.

The gendered nature of Domestic Abuse Means that where practicable, SMT actively seeks to recruit female Trustees so there is a balanced gender mix of Trustees, similarly, the organisations policy is supporting a female into at least one of the Officer roles of Chair of Vice Chair.

Furthermore, Trustees are supported by Advisers, who bring specific skills and knowledge to Board meetings but have no voting rights or legal responsibility for the charity. Advisers are nominated annually at the Annual General Meeting and during 2023/24 the Board benefited from the support of 1 Advisers.

Page 15

SAFER MERTHYR TYDFIL LIMITED (REGISTERED NUMBER: 03361902)

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2024

STRUCTURE, GOVERNANCE AND MANAGEMENT

Organisational structure

As set out in the Articles of Association Safer Merthyr Tydfil's Board of Trustees consists of not less than three members with (unless otherwise determined by ordinary resolution), no maximum number.

The Board of Trustees meets as minimum on a quarterly basis and is responsible for governance, strategic direction and policy of the charity. The trustees have a variety of professional backgrounds relevant to the work of the charity. A Chief Executive Officer is appointed by the board of trustees to manage the day-to-day operations of the charity. To facilitate effective operations, the Chief Executive Officer has delegated authority, within the terms of delegation approved by the trustees, for operational matters including finance, employment, and all project related activity. The Chief Executive Officer is supported by a Management Team comprising a Deputy Chief Executive Officer, Business Support Officer and 3 Service Managers.

Induction and training of new trustees

Some Trustees may already be familiar with the work of the charity. However, the induction process for any newly appointed trustees comprises initial meetings with the Chief Executive Officer, Chair and Board of Trustees followed by an orientation day to brief them on their legal obligations under charity and company law, the contents of the Memorandum and Articles of Association, the decision-making process, the business strategy, and recent financial performance of the charity (all within a Trustee Handbook). During induction new trustees meet with key employees and familiarise themselves with projects. Trustees are encouraged to attend appropriate external training events where these will facilitate the undertaking of their role.

Key management remuneration

Within the general trustee board meetings, Safer Merthyr Tydfil review the remuneration framework, terms of employment and any changes, including remuneration, policy and scope for pension arrangements, basis of bonus and bonus awards, incentive and benefit plans etc. as and when it is required.

Related parties

In so far as it complements the charity's objects, the charity is guided by both local and national policy (devolved and non-devolved). At a national level, community safety is governed by the Crime & Disorder Act 1998, at a local level the Public Service Board and delegated strategic fora have responsibility for its implementation. The local partnerships include representatives from Merthyr Tydfil County Borough Council, Rhondda Cynon Taf County Borough Council, Bridgend County Borough Council, South Wales Police, South Wales Police and Crime Commissioner, Cwm Taf Morgannwg Local Health Board, South Wales Fire & Rescue Service, National Probation Service, County Voluntary Councils, and others.

Page 16

SAFER MERTHYR TYDFIL LIMITED (REGISTERED NUMBER: 03361902)

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2024

STRUCTURE, GOVERNANCE AND MANAGEMENT

Risk management

The trustees have a duty to identify and review the risks to which the charity is exposed and to ensure appropriate controls are in place to provide reasonable assurance against fraud and error.

Internal Financial risks are minimised by robust policy and procedure including operating 'dual control' systems and all transactions are authorised accordingly. Periodic completion of Charity Commission questionnaire on financial controls is undertaken to ensure there is no deviation from best practice and the charity is externally audited on an annual basis.

Safer Merthyr Tydfil employs the services of an Insurance Broker whose advice and support is sought in ensuring that the charity is appropriately and adequately insured. Similarly, the charity contracts the services of a national organisation who advise on employment and health and safety related matters.

Systematic procedures are in place for compliance of Health and Safety legislation with annual inspections and risk assessments undertaken at operational level with appropriate action taken, to minimise any identified risk. This is also supported by a comprehensive Health & Safety Policy and Training Programme.

Annual cyclical funding and a dependence on grant funding continue to pose the greatest risks to the charity's project work. The charity's strategy is, to work with commissioners and funders to promote the benefits of multi-year funding, where possible develop projects with a balanced funding mix, similarly also explore opportunities that may present through a procurement route, provided they fit with the organisations key aims and objectives.

The Board of Trustees recognise employment related issues are an inherent risk. With an average of 55 members of staff throughout the year the charity commits approximately 70.3% of its incoming resources as expendable against staff related costs. Given the charity's dependency on grant funding, redundancy situations become a high-risk but managed risk factor.

SMT's Core Funding is received via a grant to voluntary organisations from Merthyr Tydfil County Borough Council. The Trustees have been informed by MTCBC that this grant will be awarded for the financial year 2024/2025 but continues to be subject to annual review beyond that period. The Charity further benefits from the support of The Leathersellers' Foundation, this spanning a 4-year period which will end on 31/07/2025.

Through its risk register and management procedures, the key aim of the Board of Trustees is to ensure sustainability, provide stability and mitigate any associated risk to the charity. The trustees foresee no material funding issues for the forthcoming financial year 2024/2025.

However, the Trustees will as always continue to assess organisational needs and where practicable make adequate provision for contingencies and any future funding shortfalls through the charity's reserves policy which is reviewed regularly.

REFERENCE AND ADMINISTRATIVE DETAILS Registered Company number

03361902 (England and Wales)

Registered Charity number

1062150

Registered office

89 -90 High Street Merthyr Tydfil Mid Glamorgan CF47 8UH

Page 17

SAFER MERTHYR TYDFIL LIMITED (REGISTERED NUMBER: 03361902)

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2024

Trustees

P Flynn (Chair) M Jehu W Smith Mrs M Thomas (Vice Chair) Ms V Slade C B Jones (Treasurer) C Jones (appointed 8.2.24)

The Advisors who served during the year are as follows:

Sharon Richards (VAMT)

Chief Executive Officer

Nicola Mahoney

Auditors

Baker Knoyle Audit Limited Chartered Certified Accountants Orbit Business Centre Rhydycar Business Park Merthyr Tydfil CF48 1DL

Bankers

HSBC 127 - 128 High Street Merthyr Tydfil Mid Glamorgan CF47 8DN

TRUSTEES' RESPONSIBILITY STATEMENT

The trustees (who are also the directors of Safer Merthyr Tydfil Limited for the purposes of company law) are responsible for preparing the Report of the Trustees and the financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice) including Financial Reporting Standard 102 "The Financial Reporting Standard applicable in the UK and Republic of Ireland".

Company law requires the trustees to prepare financial statements for each financial year which give a true and fair view of the state of affairs of the charitable company and of the incoming resources and application of resources, including the income and expenditure, of the charitable company for that period. In preparing those financial statements, the trustees are required to

• select suitable accounting policies and then apply them consistently;

• observe the methods and principles in the Charity SORP;

• make judgements and estimates that are reasonable and prudent;

• prepare the financial statements on the going concern basis unless it is inappropriate to presume that the charitable company will continue in business.

The trustees are responsible for keeping proper accounting records which disclose with reasonable accuracy at any time the financial position of the charitable company and to enable them to ensure that the financial statements comply with the Companies Act 2006. They are also responsible for safeguarding the assets of the charitable company and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

Page 18

SAFER MERTHYR TYDFIL LIMITED (REGISTERED NUMBER: 03361902)

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2024

TRUSTEES' RESPONSIBILITY STATEMENT - continued

In so far as the trustees are aware:

• there is no relevant audit information of which the charitable company's auditors are unaware; and

• the trustees have taken all steps that they ought to have taken to make themselves aware of any relevant audit information and to establish that the auditors are aware of that information.

AUDITORS

The auditors, Baker Knoyle Audit Limited, have expressed their willingness to be re-appointed at the forthcoming Annual General Meeting.

Report of the trustees, incorporating a strategic report, approved by order of the board of trustees, as the company directors, on 8 November 2024 and signed on the board's behalf by:

Mrs M Thomas - Trustee

Page 19

REPORT OF THE INDEPENDENT AUDITORS TO THE MEMBERS OF SAFER MERTHYR TYDFIL LIMITED

Opinion

We have audited the financial statements of Safer Merthyr Tydfil Limited (the 'charitable company') for the year ended 31 March 2024 which comprise the Statement of Financial Activities, the Balance Sheet, the Cash Flow Statement and notes to the financial statements, including a summary of significant accounting policies. The financial reporting framework that has been applied in their preparation is applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice), including Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland'.

In our opinion the financial statements:

• give a true and fair view of the state of the charitable company's affairs as at 31 March 2024 and of its incoming resources and application of resources, including its income and expenditure, for the year then ended;

• have been properly prepared in accordance with United Kingdom Generally Accepted Accounting Practice, including Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland'; and

• have been prepared in accordance with the requirements of the Companies Act 2006.

Basis for opinion

We conducted our audit in accordance with International Standards on Auditing (UK) (ISAs (UK)) and applicable law. Our responsibilities under those standards are further described in the Auditors' responsibilities for the audit of the financial statements section of our report. We are independent of the charitable company in accordance with the ethical requirements that are relevant to our audit of the financial statements in the UK, including the FRC's Ethical Standard, and we have fulfilled our other ethical responsibilities in accordance with these requirements. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our opinion.

Conclusions relating to going concern

In auditing the financial statements, we have concluded that the trustees' use of the going concern basis of accounting in the preparation of the financial statements is appropriate.

Based on the work we have performed, we have not identified any material uncertainties relating to events or conditions that, individually or collectively, may cast significant doubt on the charitable company's ability to continue as a going concern for a period of at least twelve months from when the financial statements are authorised for issue.

Our responsibilities and the responsibilities of the trustees with respect to going concern are described in the relevant sections of this report.

Other information

The trustees are responsible for the other information. The other information comprises the information included in the Annual Report, other than the financial statements and our Report of the Independent Auditors thereon.

Our opinion on the financial statements does not cover the other information and, except to the extent otherwise explicitly stated in our report, we do not express any form of assurance conclusion thereon.

In connection with our audit of the financial statements, our responsibility is to read the other information and, in doing so, consider whether the other information is materially inconsistent with the financial statements or our knowledge obtained in the audit or otherwise appears to be materially misstated. If we identify such material inconsistencies or apparent material misstatements, we are required to determine whether this gives rise to a material misstatement in the financial statements themselves. If, based on the work we have performed, we conclude that there is a material misstatement of this other information, we are required to report that fact. We have nothing to report in this regard.

Opinions on other matters prescribed by the Companies Act 2006

In our opinion, based on the work undertaken in the course of the audit:

• the information given in the Report of the Trustees for the financial year for which the financial statements are prepared is consistent with the financial statements; and

• the Report of the Trustees has been prepared in accordance with applicable legal requirements.

Page 20

REPORT OF THE INDEPENDENT AUDITORS TO THE MEMBERS OF SAFER MERTHYR TYDFIL LIMITED

Matters on which we are required to report by exception

In the light of the knowledge and understanding of the charitable company and its environment obtained in the course of the audit, we have not identified material misstatements in the Report of the Trustees.

We have nothing to report in respect of the following matters where the Companies Act 2006 requires us to report to you if, in our opinion:

• adequate accounting records have not been kept or returns adequate for our audit have not been received from branches not visited by us; or

• the financial statements are not in agreement with the accounting records and returns; or

• certain disclosures of trustees' remuneration specified by law are not made; or

• we have not received all the information and explanations we require for our audit; or

• the trustees were not entitled to take advantage of the small companies exemption from the requirement to prepare a Strategic Report or in preparing the Report of the Trustees.

Responsibilities of trustees

As explained more fully in the Trustees' Responsibilities Statement, the trustees (who are also the directors of the charitable company for the purposes of company law) are responsible for the preparation of the financial statements and for being satisfied that they give a true and fair view, and for such internal control as the trustees determine is necessary to enable the preparation of financial statements that are free from material misstatement, whether due to fraud or error.

In preparing the financial statements, the trustees are responsible for assessing the charitable company's ability to continue as a going concern, disclosing, as applicable, matters related to going concern and using the going concern basis of accounting unless the trustees either intend to liquidate the charitable company or to cease operations, or have no realistic alternative but to do so.

Page 21

REPORT OF THE INDEPENDENT AUDITORS TO THE MEMBERS OF SAFER MERTHYR TYDFIL LIMITED

Our responsibilities for the audit of the financial statements

Our objectives are to obtain reasonable assurance about whether the financial statements as a whole are free from material misstatement, whether due to fraud or error, and to issue a Report of the Independent Auditors that includes our opinion. Reasonable assurance is a high level of assurance, but is not a guarantee that an audit conducted in accordance with ISAs (UK) will always detect a material misstatement when it exists. Misstatements can arise from fraud or error and are considered material if, individually or in the aggregate, they could reasonably be expected to influence the economic decisions of users taken on the basis of these financial statements.

The extent to which our procedures are capable of detecting irregularities, including fraud is detailed below:

• We identified areas of laws and regulations that could reasonably be expected to have a material effect on the financial statements from our sector experience through discussion with the Officers and other management (as required by auditing standards).

• We had regard to laws and regulations in areas that directly affect the financial statements including financial reporting (including related trade union legislation) and taxation legislation. We considered that extent of compliance with those laws and regulations as part of our procedures on the related financial statement items.

• With the exception of any known or possible non-compliance, and as required by auditing standards, our work in respect of these was limited to enquiry of the Officers.

• We communicated identified laws and regulations throughout our team and remained alert to any indications of non-compliance throughout the audit.

• We addressed the risk of fraud through management override of controls, by testing the appropriateness of journal entries and other adjustments; assessing whether the judgements made in making accounting estimates are indicative of a potential bias; and evaluating the business rationale of any significant transactions that are unusual or outside the normal course of business.

Our audit procedures were designed to respond to risks of material misstatement in the financial statements, recognising that the risk of not detecting a material misstatement due to fraud is higher than the risk of not detecting one resulting from error, as fraud may involve deliberate concealment by, for example, forgery, misrepresentations or through collusion. There are inherent limitations in the audit procedures performed and the further removed non-compliance with laws and regulations is from the events and transactions reflected in the financial statements, the less likely we are to become aware of it.

A further description of our responsibilities for the audit of the financial statements is located on the Financial Reporting Council's website at www.frc.org.uk/auditorsresponsibilities. This description forms part of our Report of the Independent Auditors.

Use of our report

This report is made solely to the charitable company's members, as a body, in accordance with Chapter 3 of Part 16 of the Companies Act 2006. Our audit work has been undertaken so that we might state to the charitable company's members those matters we are required to state to them in an auditors' report and for no other purpose. To the fullest extent permitted by law, we do not accept or assume responsibility to anyone other than the charitable company and the charitable company's members as a body, for our audit work, for this report, or for the opinions we have formed.

Richard Phillips FCCA (Senior Statutory Auditor) for and on behalf of Baker Knoyle Audit Limited Chartered Certified Accountants Orbit Business Centre Rhydycar Business Park Merthyr Tydfil CF48 1DL

17 December 2024

Page 22

SAFER MERTHYR TYDFIL LIMITED

STATEMENT OF FINANCIAL ACTIVITIES (INCORPORATING AN INCOME AND EXPENDITURE ACCOUNT) FOR THE YEAR ENDED 31 MARCH 2024

Notes INCOME AND ENDOWMENTS FROM Donations and legacies 2 Charitable activities 4 Victim/Survivor Domestic Abuse Services Mentoring and Befriending support for individuals 50+ and socially isolated GP based domestic violence and abuse training, support and referral project Perpetrators Services CYP Participation and Engagement Children and Young People Domestic Abuse Services Children & Young People and Adult Recovery DA Services Family Domestic Abuse Support Investment income 3 Other income Total EXPENDITURE ON Raising funds 5 Charitable activities 6 Victim/Survivor Domestic Abuse Services Mentoring and Befriending support for individuals 50+ and socially isolated GP based domestic violence and abuse training, support and referral project Perpetrators Services CYP Participation and Engagement Children and Young People Domestic Abuse Services Children & Young People and Adult Recovery DA Services Family Domestic Abuse Support Total NET INCOME/(EXPENDITURE) Transfers between funds 18 Net movement in funds	Unrestricted funds £ 53,094 - - - - - - - - 8,125 - 61,219 3,050 43,737 1,093 8,097 70,671 4,177 20,950 13,611 6,624 172,010 (110,791) 198,086 87,295	Restricted funds £ 3,360 503,339 14,639 108,395 956,985 104,949 280,369 182,219 80,000 - 4,889 2,239,144 - 503,376 18,426 95,105 892,385 89,855 245,150 145,014 73,695 2,063,006 176,138 (198,086) (21,948)	2024 Total funds £ 56,454 503,339 14,639 108,395 956,985 104,949 280,369 182,219 80,000 8,125 4,889 2,300,363 3,050 547,113 19,519 103,202 963,056 94,032 266,100 158,625 80,319 2,235,016 65,347 - 65,347	2023 Total funds £ 74,498 636,730 41,468 103,903 1,004,149 83,700 245,444 137,125 88,500 1,095 - 2,416,612 2,899 576,438 36,389 104,750 890,655 77,036 239,215 129,980 69,513 2,126,875 289,737 - 289,737

The notes form part of these financial statements

Page 23

SAFER MERTHYR TYDFIL LIMITED

STATEMENT OF FINANCIAL ACTIVITIES (INCORPORATING AN INCOME AND EXPENDITURE ACCOUNT) FOR THE YEAR ENDED 31 MARCH 2024

Notes RECONCILIATION OF FUNDS Total funds brought forward TOTAL FUNDS CARRIED FORWARD	Unrestricted funds £ 574,913 662,208	Restricted funds £ 619,590 597,642	2024 Total funds £ 1,194,503 1,259,850	2023 Total funds £ 904,766 1,194,503

The notes form part of these financial statements

Page 24

SAFER MERTHYR TYDFIL LIMITED (REGISTERED NUMBER: 03361902)

BALANCE SHEET 31 MARCH 2024

Notes FIXED ASSETS Tangible assets 13 CURRENT ASSETS Debtors 14 Cash at bank and in hand CREDITORS Amounts falling due within one year 15 NET CURRENT ASSETS TOTAL ASSETS LESS CURRENT LIABILITIES NET ASSETS FUNDS 18 Unrestricted funds Restricted funds TOTAL FUNDS	2024 £ 105,072 605,683 742,124 1,347,807 (193,029) 1,154,778 1,259,850 1,259,850 662,210 597,640 1,259,850	2023 £ 107,829 686,178 681,257 1,367,435 (280,761) 1,086,674 1,194,503 1,194,503 574,913 619,590 1,194,503

These financial statements have been prepared in accordance with the provisions applicable to charitable companies subject to the small companies regime.

The financial statements were approved by the Board of Trustees and authorised for issue on 8 November 2024 and were signed on its behalf by:

M Thomas - Trustee

The notes form part of these financial statements

Page 25

SAFER MERTHYR TYDFIL LIMITED

CASH FLOW STATEMENT FOR THE YEAR ENDED 31 MARCH 2024 2024 Notes £ Cash flows from operating activities Cash generated from operations 1 52,742 Net cash provided by operating activities 52,742 Cash flows from investing activities Purchase of tangible fixed assets - Interest received 8,125 Net cash provided by/(used in) investing activities 8,125 Change in cash and cash equivalents in the reporting period 60,867 Cash and cash equivalents at the beginning of the reporting period 681,257 Cash and cash equivalents at the end of the reporting period 742,124

2023 £ 140,102 140,102 (2,760) 1,095 (1,665) 138,437 542,820 681,257

The notes form part of these financial statements

Page 26

SAFER MERTHYR TYDFIL LIMITED

NOTES TO THE CASH FLOW STATEMENT FOR THE YEAR ENDED 31 MARCH 2024

1.	RECONCILIATION OF NET INCOME TO NET CASH FLOW FROM	OPERATING ACTIVITIES	OPERATING ACTIVITIES
		2024	2023
		£	£
	Net income for the reporting period (as per the Statement of Financial
	Activities)	65,347	289,737
	Adjustments for:
	Depreciation charges	2,757	3,309
	Interest received	(8,125)	(1,095)
	Decrease/(increase) in debtors	80,495	(207,835)
	(Decrease)/increase in creditors	(87,732)	55,986
	Net cash provided by operations	52,742	140,102
2.	ANALYSIS OF CHANGES IN NET FUNDS

Net cash	At 1/4/23 £	Cash flow £	At 31/3/24 £	At 31/3/24 £
Cash at bank and in hand	681,257	60,867		742,124
	681,257	60,867		742,124
Total	681,257	60,867		742,124

The notes form part of these financial statements

Page 27

SAFER MERTHYR TYDFIL LIMITED

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2024

1. ACCOUNTING POLICIES

Basis of preparing the financial statements

The financial statements of the charitable company, which is a public benefit entity under FRS 102, have been prepared in accordance with the Charities SORP (FRS 102) 'Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019)', Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland' and the Companies Act 2006. The financial statements have been prepared under the historical cost convention.

Income

All income is recognised in the Statement of Financial Activities once the charity has entitlement to the funds, it is probable that the income will be received and the amount can be measured reliably.

The following specific policies are applied:

Voluntary Income received by way of grants, gifts or donation is included in full on receipt unless it is subject to a condition when it is treated as deferred income.

Government Grant Income is included in full on receipt unless it is subject to a condition when it is treated as deferred income.

Deferred Income Income or grants received in advance are held as deferred income and carried forward to future accounting periods to be released when the defined purpose of the work or project have been completed, approved or certified.

Gifts in kind are included in the income and expenditure account where they are applied in carrying out charitable activities, where the company would otherwise have to purchase the donated facility and the benefit is both quantifiable and material. The quantifiable benefit is shown as both incoming and expended resources within the appropriate funds. Where the gift is an asset it is treated as income and taken to stock or fixed assets as appropriate.

The value of services provided by volunteers is not quantified.

Investment Income is included when receivable.

Trading Income is recognised when earned.

Expenditure

Liabilities are recognised as expenditure as soon as there is a legal or constructive obligation committing the charity to that expenditure, it is probable that a transfer of economic benefits will be required in settlement and the amount of the obligation can be measured reliably. Expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all cost related to the category. Where costs cannot be directly attributed to particular headings they have been allocated to activities on a basis consistent with the use of resources.

Expenditure includes VAT which cannot be fully recoverable.

Costs of raising funds include the costs associated with attracting voluntary income and the costs of trading for fundraising purposes.

Charitable expenditure comprises those costs incurred by the charity in the delivery of its activities and services for its beneficiaries. It includes the costs that can be attributed directly to those activities and those costs of an indirect nature necessary to support them.

continued...

Page 28

SAFER MERTHYR TYDFIL LIMITED

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2024

1. ACCOUNTING POLICIES - continued

Expenditure

Pension costs are contributions made by the charitable company to both employees own personal pension schemes together with contributions made to the employees government work place pension scheme.

Support costs Support costs are those that assist the work of the charity but do not directly represent charitable activities and include office costs, governance costs, administrative payroll costs. They are incurred directly in support of expenditure on the objects of the charity. Where support costs cannot be directly attributed to particular headings they have been allocated to cost of raising funds and expenditure on charitable activities on a basis consistent with use of resources.

Tangible fixed assets

Depreciation is provided at the following annual rates in order to write off each asset over its estimated useful life.

Freehold property - 2% on cost Plant and machinery - 25% on reducing balance

Tangible fixed assets are stated at cost (or deemed cost) or valuation less accumulated depreciation and accumulated impairment losses. Cost includes costs directly attributed to making the asset capable of operating as intended.

Taxation

The charity is exempt from corporation tax on its charitable activities.

Fund accounting

Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the trustees.

Restricted funds can only be used for particular restricted purposes within the objects of the charity. Restrictions arise when specified by the donor or when funds are raised for particular restricted purposes.

Designated funds are those unrestricted funds set aside for a specific purpose by the Board.

Further explanation of the nature and purpose of each fund is included in the notes to the financial statements.

Leased assets

Fixed assets acquired under finance leases are included in the balance sheet at historic cost less accumulated depreciation. The present value of future rentals is shown as a liability. Interest payable in each period is charged as an expended resource in proportion to the amount outstanding under the lease. Operating lease rentals are charged as expended resources as incurred.

Legal Status of the Charity

The Charity is a private company, incorporated in England & Wales, limited by guarantee and has no share capital.

Debtors and creditors receivable/payable within one year

Debtors and creditors with no stated interest rate and receivable or payable within one year are recorded at transaction price.

Going concern

The financial statements have been prepared on a going concern basis as the trustees believe that no material uncertainties exist.

continued...

Page 29

SAFER MERTHYR TYDFIL LIMITED

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2024

2. DONATIONS AND LEGACIES Donations Grants Service Level Agreement Grants received, included in the above, are as follows: Leathersellers 3. INVESTMENT INCOME Deposit account interest 4. INCOME FROM CHARITABLE ACTIVITIES Activity DART/DAC/IDVA/CIDVA Victim/Survivor Domestic Abuse Services Volunteer Mentoring Mentoring and Befriending support for Programme individuals 50+ and socially isolated Identification and Referral to GP based domestic violence and abuse Increase Safety training, support and referral project DART/DAC/IDVA/CIDVA Perpetrators Services Domestic Violence Perpetrator Programmes Perpetrators Services Youth Participation and Engagement CYP Participation and Engagement Children and Young People Domestic Abuse DART/DAC/IDVA/CIDVA Services Children and Young People Domestic Abuse CYP DA Services Services Children & Young People and Adult Recovery DART/DAC/IDVA/CIDVA DA Services Children & Young People and Adult Recovery CYP DA Services DA Services Domestic Violence Perpetrator Programmes Family Domestic Abuse Support	2024 £ 4,454 15,000 37,000 56,454 2024 £ 15,000 2024 £ 8,125 2024 £ 503,339 14,639 108,395 - 956,985 104,949 102,732 177,637 - 182,219 80,000 2,230,895	2023 £ 22,498 15,000 37,000 74,498 2023 £ 15,000 2023 £ 1,095 2023 £ 636,730 41,468 103,903 85,580 918,569 83,700 100,264 145,180 7,500 129,625 88,500 2,341,019

continued...

Page 30

SAFER MERTHYR TYDFIL LIMITED

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2024

5. RAISING FUNDS

Raising donations and legacies

Staff costs 6. CHARITABLE ACTIVITIES COSTS Victim/Survivor Domestic Abuse Services Mentoring and Befriending support for individuals 50+ and socially isolated GP based domestic violence and abuse training, support and referral project Perpetrators Services CYP Participation and Engagement Children and Young People Domestic Abuse Services Children & Young People and Adult Recovery DA Services Family Domestic Abuse Support 7. SUPPORT COSTS Victim/Survivor Domestic Abuse Services Mentoring and Befriending support for individuals 50+ and socially isolated GP based domestic violence and abuse training, support and referral project Perpetrators Services CYP Participation and Engagement Children and Young People Domestic Abuse Services Children & Young People and Adult Recovery DA Services Family Domestic Abuse Support	Direct Costs £ 525,563 18,951 98,991 926,300 91,859 255,204 151,546 76,874 2,145,288 Human resources £ 20,401 538 3,987 34,797 2,057 10,315 6,702 3,261 82,058	2024 £ 3,050 Support costs (see note 7) £ 21,550 568 4,211 36,756 2,173 10,896 7,079 3,445 86,678 Governance costs £ 1,149 30 224 1,959 116 581 377 184 4,620	2023 £ 2,899 Totals £ 547,113 19,519 103,202 963,056 94,032 266,100 158,625 80,319 2,231,966 Totals £ 21,550 568 4,211 36,756 2,173 10,896 7,079 3,445 86,678

continued...

Page 31

SAFER MERTHYR TYDFIL LIMITED

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2024

7. SUPPORT COSTS - continued

Support costs have been allocated on an percentage of activity basis.

8. NET INCOME/(EXPENDITURE)

Net income/(expenditure) is stated after charging/(crediting):

	2024	2023
	£	£
Auditors' remuneration	4,620	3,600
Depreciation - owned assets	2,757	3,309
Other auditor services	6,882	4,620

9. TRUSTEES' REMUNERATION AND BENEFITS

There were no trustees' remuneration or other benefits for the year ended 31 March 2024 nor for the year ended 31 March 2023.

Trustees' expenses

There were no trustees' expenses paid for the year ended 31 March 2024 nor for the year ended 31 March 2023.

10. STAFF COSTS

Wages and salaries The average monthly number of employees during the year was as follows: Crime Prevention & Counselling etc	2024 £ 1,605,225 1,605,225 2024 55	2023 £ 1,457,416 1,457,416 2023 54

No employees received emoluments in excess of £60,000.

Included within the wages and salaries cost is £115,985 (2023: £109,727) relating to Social Security Costs.

Included within the wages and salaries cost is £2,827 related to redundancy costs.

The charity operates both a defined contribution pension scheme and contributes to employees' own personal pensions together with a government work placed pension scheme. Included within the wages and salaries cost is £80,149 (2023: £70,925) relating to contributions paid by the charity to the schemes.

The key management personnel of the charity comprise the Chief Executive Officer and the Deputy Chief Executive Officer. The total employee benefits of the key personnel of the charity and group were £99,976 (2023: £94,089).

continued...

Page 32

SAFER MERTHYR TYDFIL LIMITED

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2024

11. COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES Unrestricted funds £ INCOME AND ENDOWMENTS FROM Donations and legacies 73,173 Charitable activities Victim/Survivor Domestic Abuse Services - Mentoring and Befriending support for individuals 50+ and socially isolated - GP based domestic violence and abuse training, support and referral project - Perpetrators Services - CYP Participation and Engagement - Children and Young People Domestic Abuse Services - Children & Young People and Adult Recovery DA Services - Family Domestic Abuse Support - Investment income 1,095 Total 74,268 EXPENDITURE ON Raising funds 2,898 Charitable activities Victim/Survivor Domestic Abuse Services 48,303 Mentoring and Befriending support for individuals 50+ and socially isolated 3,415 GP based domestic violence and abuse training, support and referral project 8,558 Perpetrators Services 85,622 CYP Participation and Engagement 6,893 Children and Young People Domestic Abuse Services 22,278 Children & Young People and Adult Recovery DA Services 11,293 Family Domestic Abuse Support 7,288 Total 196,548 NET INCOME/(EXPENDITURE) (122,280) Transfers between funds 219,718 Net movement in funds 97,438 RECONCILIATION OF FUNDS Total funds brought forward 477,477	Restricted funds £ 1,325 636,730 41,468 103,903 1,004,149 83,700 245,444 137,125 88,500 - 2,342,344 1 528,135 32,974 96,192 805,033 70,143 216,937 118,687 62,225 1,930,327 412,017 (219,718) 192,299 427,289	Total funds £ 74,498 636,730 41,468 103,903 1,004,149 83,700 245,444 137,125 88,500 1,095 2,416,612 2,899 576,438 36,389 104,750 890,655 77,036 239,215 129,980 69,513 2,126,875 289,737 - 289,737 904,766

continued...

Page 33

SAFER MERTHYR TYDFIL LIMITED

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2024

11. COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES - continued Unrestricted Restricted funds funds £ £ TOTAL FUNDS CARRIED FORWARD 574,915 619,588 12. AUDITORS' REMUNERATION 2024 £ Fees payable to the charity's Auditors for the audit of the charity's financial statements 4,620	11. COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES - continued Unrestricted Restricted funds funds £ £ TOTAL FUNDS CARRIED FORWARD 574,915 619,588 12. AUDITORS' REMUNERATION 2024 £ Fees payable to the charity's Auditors for the audit of the charity's financial statements 4,620	11. COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES - continued Unrestricted Restricted funds funds £ £ TOTAL FUNDS CARRIED FORWARD 574,915 619,588 12. AUDITORS' REMUNERATION 2024 £ Fees payable to the charity's Auditors for the audit of the charity's financial statements 4,620	11. COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES - continued Unrestricted Restricted funds funds £ £ TOTAL FUNDS CARRIED FORWARD 574,915 619,588 12. AUDITORS' REMUNERATION 2024 £ Fees payable to the charity's Auditors for the audit of the charity's financial statements 4,620	Total funds £ 1,194,503
		2024 £ 4,620		2023 £ 3,600

Amounts payable to Auditors in relation to accountancy and other (2023: £4,620). 13. TANGIBLE FIXED ASSETS COST At 1 April 2023 and 31 March 2024 DEPRECIATION At 1 April 2023 Charge for year At 31 March 2024 NET BOOK VALUE At 31 March 2024 At 31 March 2023 14. DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR Trade debtors Other debtors Prepayments	services provided to the charity Freehold Plant and property machinery £ £ 110,000 112,337 8,800 105,708 1,100 1,657 9,900 107,365 100,100 4,972 101,200 6,629 2024 £ 5,541 600,142 - 605,683	were £6,882 Totals £ 222,337 114,508 2,757 117,265 105,072 107,829 2023 £ 13,643 668,419 4,116 686,178

continued...

Page 34

SAFER MERTHYR TYDFIL LIMITED

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2024

15. CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR

CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
Trade creditors Social security and other taxes Credit Card Pension Control Account Deferred income Accrued expenses Deferred Income		2024 £ 80,965 29,755 623 777 24,793 56,116 193,029		2023 £ 177,709 27,309 768 688 58,114 16,173 280,761
Opening Balance Movement in the period Deferred income carried forward Deferred income analysed by project: Restricted - Charities Trust Nationwide Restricted - Moondance Restricted - Bridgend Project		2024 £ 58,114 (33,321) 24,793 2024 £ - 24,793 - 24,793		2023 £ 48,726 9,388 58,114 2023 £ 24,363 24,517 9,234 58,114

Deferred income represents income received from contributing agencies where the contribution was restricted to a fixed time period project which extends beyond the current financial year.

Income is deferred on the basis that the contribution was to the project as a whole, the time period of the project was fully disclosed to the contributing agencies and that time period is certain.

continued...

Page 35

SAFER MERTHYR TYDFIL LIMITED

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2024

16. LEASING AGREEMENTS

Minimum lease payments under non-cancellable operating leases fall due as follows:

Within one year Between one and five years	2024 £ 16,026 - 16,026	2023 £ 16,818 565 17,383

17. ANALYSIS OF NET ASSETS BETWEEN FUNDS

Restricted Funds Abuse Resource Team Participation Designated Fund - DART Volunteer Mentoring Programme IRIS Fund Family Programme Drive Families First PCC MOJ Covid 19 Extraordinary Fund Moondance Foundation DAPP Bridgend CBC (Funders) Clear Charities Trust Nationwide Miscellaneous Restricted Grants Comets & Rockets Fund Driving Change Fund Mind or Futures Fund CADA Fund Drive (HMP Swansea) Fund CARA Fund Masonic Charitable Fund PCC Support for Child IDVA Unrestricted Funds	Fixed Assets - - 100,100 - - - - - - - - - - - - - - - - - - - - 100,100 4,972 105,072	Net Current Assets/ (Liabilities) 75,747 46,003 - 20,963 13,576 28,867 71,048 25,896 36,966 8,994 10,228 40,322 4,390 2,803 - 7,564 28,864 - 6,762 - 4,138 35,024 29,385 497,540 657,238 1,,154,148	31st March 2024 75,747 46,003 100,100 20,963 13,576 28,867 71,048 25,896 36,966 8,994 10,228 40,322 4,390 2,803 - 7,564 28,864 - 6,762- - 4,138 35,024 29,385 597,640 662,210 1,259,850	31st March 2023 73,932 44,386 101,200 25,969 8,356 29,862 88,060 22,465 42,391 6,506 10,228 21,981 7,604 4,381 1,616 10,203 62,340 360 1,057 2,543 - 29,992 24,158 619,590 574,913 1,194,503

Restricted funds represents balances held to fund future projects where the resources have been received and are required by the donors to fund a specific project.

continued...

Page 36

SAFER MERTHYR TYDFIL LIMITED

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2024

17. ANALYSIS OF NET ASSETS BETWEEN FUNDS - continued

Where balances on restricted funds are designated as fixed assets this is the amount within the fund set aside for the future depreciation of those assets.The remaining balances on restricted funds represent amounts where funds have been received or are receivable and where the expenditure is restricted to specific purposes by the donor.

Activities undertaken within each major restricted fund

The restricted funds of the charity have been applied during the year or are held for future expenditure in the following areas:

Youth Mentoring

This project provides one-to-one support for socially excluded young people within the borough. The funds held are specifically for future expenditure on this project. The Programme is a prevention programme which provides targeted intervention and support for young people 8-18 years who are displaying signs of or involved in anti social behaviour, are identified as at risk of offending or have offended.

Domestic Abuse Resource Team (DART)

Support for female and male victims/survivors of domestic abuse 16+ and their families. This enables the provision of support for all risk levels, including specialist services for high risk victims (IDVA) and those accessing the criminal justice system as witnesses (Court IDVA)

Family Programme

Provision of services which offers support to couples who wish to remain in their relationship and are willing and safely able to accept joint support.

Partnership Posts

Safer Merthyr host posts on behalf of the Community Safety Partnership. These posts are employed under SMT's terms and conditions, but seconded to the Youth Offending Team.

Participation

Under a SLA with MTCBC, SMT is commissioned to deliver its participation agenda. Participation is about children and young people having a voice; having the opportunity to get involved in policy making and decision making processes that may affect them.

Restricted Fixed Assets - DART

This fund is specifically for the fixed assets relating to the Domestic Abuse Resource Team. Transfers are made between the Abuse Resource Team fund in order to maintain the Net book Value of the DART assets.

Drive Fund

Domestic Abuse Perpetrator Project which supports those whose victim/survivors are identified as being high risk through the MARAC process. The project provides intensive one-to-one support to hold those who cause harm to account and provide opportunity for sustainable behaviour change. The Programme is funded by the OPCC and supported by the DRIVE Partnership.

Iris Fund

IRIS (Identification and Referral to Increase Safety) is a GP based domestic violence and abuse (DVA) training, support and referral programme. This Programme is supported by Cwm Taf Morgannwg University Health Board.

Volunteer Mentoring Programme

This fund supports a mentoring programme aimed at those aged 50+. The programme takes place in a community setting and will assist service users to widen their support and social networks to reduce isolation and increase health and well being.

WG VAWDASV Needs Based Activity

continued...

Page 37

SAFER MERTHYR TYDFIL LIMITED

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2024

17. ANALYSIS OF NET ASSETS BETWEEN FUNDS - continued

This is additional funding for the region Cwm Taf Morgannwg to support additional needs arising through the Covid-19 pandemic. The funding supported a variety of activity according to need specific to each area throughout the region.

PCC MOJ Covid 19 Extraordinary Fund

Funding to support additional resources and needs that resulting from the Covid-19 pandemic. This supported a variety of activity including unplanned capital expenditure, additional project resources, increased cleaning and covid-secure adaptations within premises, Play Therapy and administrative support, increased clinical and management supervision etc.

Moondance Foundation

This grant supports a Children and Young People Support Worker to work with CYP affected by Domestic Abuse.

DAPP

Driving Change is a Domestic Abuse Perpetrator Programme for male perpetrators of standard/medium domestic abuse, offering 1:1 and Group work support for those who wish to address and change their behaviour.

Bridgend Project

Therapeutic children and family support service for families who have been affected by and/or witnessed domestic abuse. Interventions for women who have experienced domestic abuse in the form of recovery work and group programmes.

Child IDVA

provides effective, community-based support to children and young people (CYP) aged 3-15 yrs who have witnessed and/or experienced high risk and complex familial or extra-familial domestic abuse. The support provided is tailored according to need, is age-appropriate and solution focused.

CLEAR

Awareness raising course for men who would like to have healthier relationships. It aims to meet the needs of men who have identified that their behaviour is causing concern and are motivated to do something about it but are not yet disclosing or taking responsibility for their abuse.

Charities Trust Nationwide

Support worker hours within DART, a specialist service that offers, support and advocacy to victims/survivors (and families) of domestic abuse, in order to reduce risk and to live safely and securely in their homes fear free.

Comets & Rockets

Funded by Police and Crime Commissioner for South Wales, RCTCBC, Comets and Rockets Supports Children aged 3- 15 years of age who have experienced and/or witnessed Domestic Abuse.

MTCBC Families First

Supports SMT's work within Schools, Colleges and Community Youth Work settings to provide early intervention and prevention of Domestic Abuse, through provision of education and awareness raising sessions for children and young people on Healthy Relationships.

Driving Change Fund

Driving Change is a therapeutic treatment programme for men who have been violent towards an intimate partner. The core aim of the programme is to support and maintain the safety and wellbeing of all women and children, whilst holding perpetrators of domestic violence and abuse to account for their behaviour.

Mind or Futures Fund

continued...

Page 38

SAFER MERTHYR TYDFIL LIMITED

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2024

17. ANALYSIS OF NET ASSETS BETWEEN FUNDS - continued

Lottery Funded and led by the Local Authority SMT is a key partner; MoF - is a co-production partnership for 11-25-year-old in Merthyr Tydfil, the programme aim is to empower the young people of Merthyr Tydfil to inform the development of support and services that enable them to build resilience and maintain their own mental wellbeing.

CADA Fund

Children Affected by Domestic Abuse (CADA) is part of a collaborative bid led by Welsh Women's Aid. SMT's programme supports children and young people 11-17 years of age affected by domestic abuse.

DRIVE (HMP Swansea) Fund

This is pilot programme and is an extension of DRIVE services where intervention commences within a prison setting.

Masonic Charitable Fund

MCF supports the work of Comets and Rockets through the funding of two part time posts that support children and young people affected by domestic abuse.

Miscellaneous Restricted Funds

Funding that is restricted for a specific activity or project, which is ordinarily a one-off donation.

continued...

Page 39

SAFER MERTHYR TYDFIL LIMITED

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2024

18. MOVEMENT IN FUNDS

Unrestricted funds General fund Designated Fund Restricted funds Abuse Resource Team Participation Families First Restricted Fixed Assets - DART Drive Volunteer Mentoring Programme Iris Fund Family Programme WG VAWDASV PCC MOJ Covid 19 Extraordinary Fund Moondance Foundation DAPP Bridgend CBC (Funders) PCC Support for Child IDVA Clear Charities Trust Nationwide Miscellaneous Restricted Grants Comets & Rockets Fund Driving Change Fund Mind or Futures Fund CADA Fund Drive (HMP Swansea) Fund Masonic Charitable Fund CARA (SWPCC) TOTAL FUNDS	At 1/4/23 £ 568,284 6,629 574,913 73,932 44,386 22,465 101,200 88,060 25,969 8,356 29,862 - 42,391 6,506 10,228 21,981 24,158 7,604 4,381 1,616 10,203 62,340 360 1,057 2,543 29,992 - 619,590 1,194,503	Net movement in funds £ (109,132) (1,657) (110,789) 6,825 10,267 4,573 (1,100) 62,885 (3,787) 13,290 6,305 (5,400) (79) 4,940 - 28,020 8,251 8,483 12,168 (4,479) 11,161 (16,406) 5,076 9,185 5,527 6,293 4,138 176,136 65,347	Transfers between funds £ 198,086 - 198,086 (5,010) (8,650) (1,142) - (79,897) (1,219) (8,070) (7,300) 5,400 (5,346) (2,452) - (9,679) (3,024) (11,697) (13,746) 2,863 (13,800) (17,070) (5,436) (3,480) (8,070) (1,261) - (198,086) -	At 31/3/24 £ 657,238 4,972 662,210 75,747 46,003 25,896 100,100 71,048 20,963 13,576 28,867 - 36,966 8,994 10,228 40,322 29,385 4,390 2,803 - 7,564 28,864 - 6,762 - 35,024 4,138 597,640 1,259,850

continued...

Page 40

SAFER MERTHYR TYDFIL LIMITED

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2024

18. MOVEMENT IN FUNDS - continued

Net movement in funds, included in the above are as follows:

Unrestricted funds General fund Designated Fund Restricted funds Miscellaneous Restricted Funds Abuse Resource Team Participation Families First Restricted Fixed Assets - DART Drive Volunteer Mentoring Programme Iris Fund Family Programme WG VAWDASV PCC MOJ Covid 19 Extraordinary Fund Moondance Foundation Bridgend CBC (Funders) PCC Support for Child IDVA Clear Charities Trust Nationwide Miscellaneous Restricted Grants Comets & Rockets Fund Driving Change Fund Mind or Futures Fund CADA Fund Drive (HMP Swansea) Fund Masonic Charitable Fund CARA (SWPCC) TOTAL FUNDS	Incoming resources £ 61,219 - 61,219 7,200 472,439 56,164 8,671 - 672,326 14,639 108,395 80,000 - - 24,517 129,279 100,564 92,871 31,671 - 116,625 137,141 49,035 52,940 43,775 29,992 10,900 2,239,144 2,300,363	Resources expended £ (170,351) (1,657) (172,008) (7,200) (465,614) (45,897) (4,098) (1,100) (609,441) (18,426) (95,105) (73,695) (5,400) (79) (19,577) (101,259) (92,313) (84,388) (19,503) (4,479) (105,464) (153,547) (43,959) (43,755) (38,248) (23,699) (6,762) (2,063,008) (2,235,016)	Movement in funds £ (109,132) (1,657) (110,789) - 6,825 10,267 4,573 (1,100) 62,885 (3,787) 13,290 6,305 (5,400) (79) 4,940 28,020 8,251 8,483 12,168 (4,479) 11,161 (16,406) 5,076 9,185 5,527 6,293 4,138 176,136 65,347

continued...

Page 41

SAFER MERTHYR TYDFIL LIMITED

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2024

18. MOVEMENT IN FUNDS - continued

Comparatives for movement in funds

Unrestricted funds General fund Designated Fund Designated Shortfall Fund Restricted funds Youth Mentoring Partnership Posts Abuse Resource Team Participation Families First Restricted Fixed Assets - DART Drive Volunteer Mentoring Programme Iris Fund Lloyds Foundation Family Programme WG VAWDASV PCC MOJ Covid 19 Extraordinary Fund Community Foundation Resilience Fund Moondance Foundation DAPP Bridgend CBC (Funders) PCC Support for Child IDVA Clear Charities Trust Nationwide Miscellaneous Restricted Grants Comets & Rockets Fund Driving Change Fund Mind or Futures Fund CADA Fund Drive (HMP Swansea) Fund Masonic Charitable Fund TOTAL FUNDS	At 1/4/22 £ 449,340 6,075 22,062 477,477 5,725 14,724 36,899 39,934 16,077 102,300 80,956 21,513 8,109 - 18,975 - 6,272 591 27,465 1,964 18,859 26,926 - - - - - - - - - 427,289 904,766	Net movement in funds £ (120,073) (2,209) - (122,282) - - 68,852 12,501 7,388 (1,100) 95,987 8,494 7,711 316 18,887 (10,906) 44,937 - (18,945) 15,071 11,999 256 14,261 6,498 2,616 17,203 69,834 2,380 3,824 3,963 29,992 412,019 289,737	Transfers between At funds 31/3/23 £ £ 239,017 568,284 2,763 6,629 (22,062) - 219,718 574,913 (5,725) - (14,724) - (31,819) 73,932 (8,049) 44,386 (1,000) 22,465 - 101,200 (88,883) 88,060 (4,038) 25,969 (7,464) 8,356 (316) - (8,000) 29,862 10,906 - (8,818) 42,391 (591) - (2,014) 6,506 (6,807) 10,228 (8,877) 21,981 (3,024) 24,158 (6,657) 7,604 (2,117) 4,381 (1,000) 1,616 (7,000) 10,203 (7,494) 62,340 (2,020) 360 (2,767) 1,057 (1,420) 2,543 - 29,992 (219,718) 619,590 - 1,194,503

continued...

Page 42

SAFER MERTHYR TYDFIL LIMITED

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2024

18. MOVEMENT IN FUNDS - continued

Comparative net movement in funds, included in the above are as follows:

Unrestricted funds General fund Designated Fund Restricted funds Abuse Resource Team Participation Families First Restricted Fixed Assets - DART Drive Volunteer Mentoring Programme Iris Fund Lloyds Foundation Family Programme WG VAWDASV PCC MOJ Covid 19 Extraordinary Fund Moondance Foundation DAPP Bridgend CBC (Funders) PCC Support for Child IDVA Clear Charities Trust Nationwide Miscellaneous Restricted Grants Comets & Rockets Fund Driving Change Fund Mind or Futures Fund CADA Fund Drive (HMP Swansea) Fund Masonic Charitable Fund TOTAL FUNDS	Incoming resources £ 74,268 - 74,268 331,192 55,184 8,500 - 689,411 41,468 103,903 - 80,000 235,987 45,188 - 85,580 110,740 100,264 79,301 24,363 7,500 115,188 145,849 29,841 18,885 4,008 29,992 2,342,344 2,416,612	Resources expended £ (194,341) (2,209) (196,550) (262,340) (42,683) (1,112) (1,100) (593,424) (32,974) (96,192) 316 (61,113) (246,893) (251) (18,945) (70,509) (98,741) (100,008) (65,040) (17,865) (4,884) (97,985) (76,015) (27,461) (15,061) (45) - (1,930,325) (2,126,875)	Movement in funds £ (120,073) (2,209) (122,282) 68,852 12,501 7,388 (1,100) 95,987 8,494 7,711 316 18,887 (10,906) 44,937 (18,945) 15,071 11,999 256 14,261 6,498 2,616 17,203 69,834 2,380 3,824 3,963 29,992 412,019 289,737

continued...

Page 43

SAFER MERTHYR TYDFIL LIMITED

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2024

18. MOVEMENT IN FUNDS - continued

A current year 12 months and prior year 12 months combined position is as follows:

Unrestricted funds General fund Designated Fund Designated Shortfall Fund Restricted funds Youth Mentoring Partnership Posts Abuse Resource Team Participation Families First Restricted Fixed Assets - DART Drive Volunteer Mentoring Programme Iris Fund Lloyds Foundation Family Programme WG VAWDASV PCC MOJ Covid 19 Extraordinary Fund Community Foundation Resilience Fund Moondance Foundation DAPP Bridgend CBC (Funders) PCC Support for Child IDVA Clear Charities Trust Nationwide Miscellaneous Restricted Grants Comets & Rockets Fund Driving Change Fund Mind or Futures Fund CADA Fund Drive (HMP Swansea) Fund Masonic Charitable Fund CARA (SWPCC) TOTAL FUNDS	At 1/4/22 £ 449,340 6,075 22,062 477,477 5,725 14,724 36,899 39,934 16,077 102,300 80,956 21,513 8,109 - 18,975 - 6,272 591 27,465 1,964 18,859 26,926 - - - - - - - - - - 427,289 904,766	Net movement in funds £ (229,205) (3,866) - (233,071) - - 75,677 22,768 11,961 (2,200) 158,872 4,707 21,001 316 25,192 (16,306) 44,858 - (14,005) 15,071 40,019 8,507 22,744 18,666 (1,863) 28,364 53,428 7,456 13,009 9,490 36,285 4,138 588,155 355,084	Transfers between funds £ 437,103 2,763 (22,062) 417,804 (5,725) (14,724) (36,829) (16,699) (2,142) - (168,780) (5,257) (15,534) (316) (15,300) 16,306 (14,164) (591) (4,466) (6,807) (18,556) (6,048) (18,354) (15,863) 1,863 (20,800) (24,564) (7,456) (6,247) (9,490) (1,261) - (417,804) -	At 31/3/24 £ 657,238 4,972 - 662,210 - - 75,747 46,003 25,896 100,100 71,048 20,963 13,576 - 28,867 - 36,966 - 8,994 10,228 40,322 29,385 4,390 2,803 - 7,564 28,864 - 6,762 - 35,024 4,138 597,640 1,259,850

continued...

Page 44

SAFER MERTHYR TYDFIL LIMITED

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2024

18. MOVEMENT IN FUNDS - continued

A current year 12 months and prior year 12 months combined net movement in funds, included in the above are as follows:

Unrestricted funds General fund Designated Fund Restricted funds Miscellaneous Restricted Funds Abuse Resource Team Participation Families First Restricted Fixed Assets - DART Drive Volunteer Mentoring Programme Iris Fund Lloyds Foundation Family Programme WG VAWDASV PCC MOJ Covid 19 Extraordinary Fund Moondance Foundation DAPP Bridgend CBC (Funders) PCC Support for Child IDVA Clear Charities Trust Nationwide Miscellaneous Restricted Grants Comets & Rockets Fund Driving Change Fund Mind or Futures Fund CADA Fund Drive (HMP Swansea) Fund Masonic Charitable Fund CARA (SWPCC) TOTAL FUNDS	Incoming resources £ 135,487 - 135,487 7,200 803,631 111,348 17,171 - 1,361,737 56,107 212,298 - 160,000 235,987 45,188 24,517 85,580 240,019 200,828 172,172 56,034 7,500 231,813 282,990 78,876 71,825 47,783 59,984 10,900 4,581,488 4,716,975	Resources expended £ (364,692) (3,866) (368,558) (7,200) (727,954) (88,580) (5,210) (2,200) (1,202,865) (51,400) (191,297) 316 (134,808) (252,293) (330) (38,522) (70,509) (200,000) (192,321) (149,428) (37,368) (9,363) (203,449) (229,562) (71,420) (58,816) (38,293) (23,699) (6,762) (3,993,333) (4,361,891)	Movement in funds £ (229,205) (3,866) (233,071) - 75,677 22,768 11,961 (2,200) 158,872 4,707 21,001 316 25,192 (16,306) 44,858 (14,005) 15,071 40,019 8,507 22,744 18,666 (1,863) 28,364 53,428 7,456 13,009 9,490 36,285 4,138 588,155 355,084

Transfers between funds

Transfers between funds arise where unrestricted funds have been used to fund shortfalls or fund restricted projects in advance of receipt of the funding.

The free reserves are available to provide funds to cashflow projects funded on a retrospective basis and are available with the approval of the trustees to fund any expenditure on projects or expenses which fall within the organisations general aims and objectives. They are accumulated in accordance

continued...

Page 45

SAFER MERTHYR TYDFIL LIMITED

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2024

18. MOVEMENT IN FUNDS - continued

Transfers between funds - continued

with the reserve policy as stated in the trustees report.

----- Start of picture text -----
Analysis of Designated Funds 2024 2023
£ £
Unamortised fixed assets - Unrestricted 4,970 6,629
Total Designated funds 4,970 6,629
----- End of picture text -----

Fixed Asset Designated funds represents the amounts set aside to write down the remaining net book value of fixed assets held against unrestricted funds.

The Shortfall Fund represents amounts put aside to cover any unforeseen funding shortfall against activities.

19. EMPLOYEE BENEFIT OBLIGATIONS

During the year the charity was committed to pay £80,149 (2023: £70,925) to the employees personal schemes.

At the year end £777 (2023: £688) contributions were unpaid.

20. RELATED PARTY DISCLOSURES

As stated in the directors report the charity depends upon working together with partnership organisations in order to deliver its services. Those partners make contributions to support the charity and appoint representatives to the board of trustees/directors.

Related Party	Transaction type	2024 £	2023 £
	Grants & Other
Merthyr Tydfil County Borough Council	Income	490,700	747,301
Merthyr Tydfil County Borough Council	SLA	37,000	37,000
Merthyr Tydfil County Borough Council	Sundry costs	1,658	834
Mr M Jehu is Chair of MTCBC Standards Committee,
Councillor B Smith is a MTCBC Councillor (Gurnos Ward).
Claire Jones is a MTCBC Councillor (Cyfarthfa Ward).

At the 31st March 2024, there was a MTCBC grant debtor balance of £96,434.

The Chief Executive is on the Board of Trustees of Voluntary Action Merthyr Tydfil (VAMT).

During the year the charity paid rental and other miscellaneous expenses to VAMT of £24,453.

Safer Merthyr Tydfil also received grant funding and other income of £14,639 from VAMT.

continued...

Page 46

SAFER MERTHYR TYDFIL LIMITED

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2024

20. RELATED PARTY DISCLOSURES - continued

At the 31st March 2024, there was a VAMT trade creditor balance of £244.

Mr M Jehu and Mr C Jones are both Independent Members of RCT Audit & Governance Committee.During the year the charity paid RCTCBC £75,662 for contributions to IDVA posts and other sundry costs. The charity also received grants and other income of £105,195 in the year from RCTCBC.

At the 31st March 2024, there was a RCTCBC trade creditor balance of £23,816. At the 31st March 2024, there was a RCTCBC trade debtor balance of £59,553.

Mr M Jehu is also an Independent Member of the South Wales Police Crime Commission panel. During the year the charity received grant funding of £897,936, together with paying sundry costs of £7,000..

At the 31st March 2024, there was a South Wales PCC grant debtor of £220,666.

Trustee Maria Thomas, also served as High Sheriff of Mid Glamorgan during the year. In her role Mrs Thomas awarded a donation of £3,500 to the charity.

21. ULTIMATE CONTROLLING PARTY

The ultimate controlling party is the Board of Directors.

22. GIFTS IN KIND

Volunteer Time

The value of volunteer time is not quantified in terms of money, but the time contributed by volunteers is an invaluable resource in terms of the outstanding contribution made by them.

The number of hours contributed by volunteers in the year was 1,544 (2023: 1,945).

23. GOING CONCERN

The trustees have considered likely income streams and associated expenditure for the forthcoming year. The trustees believe that these considerations have been based on realistic income assumptions and are confident that the charity will continue to be able to meet its liabilities as they fall due.

The charity has considered the impact of not receiving the same level of funding as in the past and has factored these assumptions into its forecasts and believe the charity will be able to continue in operation for the foreseeable future.

Page 47

SAFER MERTHYR TYDFIL LIMITED

DETAILED STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 MARCH 2024

INCOME AND ENDOWMENTS Donations and legacies Donations Grants Service Level Agreement Investment income Deposit account interest Charitable activities Youth Participation and Engagement DART/DAC/IDVA/CIDVA Domestic Violence Perpetrator Programmes Identification and Referral to Increase Safety Volunteer Mentoring Programme CYP DA Services Other income Other income Total incoming resources EXPENDITURE Raising donations and legacies Wages Charitable activities Wages Other costs Support costs Human resources Wages Governance costs Auditors' remuneration	2024 £ 4,454 15,000 37,000 56,454 8,125 104,949 606,071 1,036,985 108,395 14,639 359,856 2,230,895 4,889 2,300,363 3,050 1,520,117 625,171 2,145,288 82,058 4,620	2023 £ 22,498 15,000 37,000 74,498 1,095 83,700 830,074 1,007,069 103,903 41,468 274,805 2,341,019 - 2,416,612 2,899 1,357,758 665,859 2,023,617 96,759 3,600

This page does not form part of the statutory financial statements

Page 48

SAFER MERTHYR TYDFIL LIMITED

DETAILED STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 MARCH 2024

Total resources expended Net income	2024 £ 2,235,016 65,347	2023 £ 2,126,875 289,737

This page does not form part of the statutory financial statements

Page 49