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← Safer Merthyr Tydfil Limited

2025-03-31-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 2025

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 2025

Page
Report of the Trustees 1 to 27
Report of the Independent Auditors 28 to 30
Statement of Financial Activities 31 to 32
Balance Sheet 33
Cash Flow Statement 34
Notes to the Cash Flow Statement 35
Notes to the Financial Statements 36 to 54
Detailed Statement of Financial Activities 55

SAFER MERTHYR TYDFIL LIMITED (REGISTERED NUMBER: 03361902) REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2025

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 2025. 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:

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:

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 the provision of support to families affected by domestic abuse which equates to approximately 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.

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SAFER MERTHYR TYDFIL LIMITED (REGISTERED NUMBER: 03361902)

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2025

STRATEGIC REPORT

Achievements and performance

Charitable activities

Through a Grant from Merthyr Tydfil County Borough Council, the charity, throughout 2024/25 has undertaken a strategic role in the coordination of domestic abuse services.

The grant is reviewed annually and makes an essential 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 2024/25 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 £2,783,405. Conversely, the added value is that this level of income contributes directly to the strategic priorities of key local, regional, national and UK wide plans.

On behalf of the community Safety Partnership and the Regional VAWDASV Steering Group, the charity employs and manages the strategic Violence against Women, Domestic Abuse and Sexual Violence (VAWDASV) Regional Advisor for Cwm Taf Morgannwg. The charity plays a key role in assisting the Local Authority (MTCBC) discharge is statutory duties through maintenance and delivery of high-quality programmes of work in relation to Domestic Abuse.

Safer Merthyr Tydfil Programmes of Work

COMETS AND ROCKETS - The Comets and Rockets model provides tailored support for children and young people aged 3 to 15 who have experienced or witnessed domestic abuse. The model is designed to complement the support offered to parents and carers, recognising the importance of a whole-family approach. Depending on the level of risk and the specific needs of each family, support may include group sessions, one-to-one work, and therapeutic interventions delivered by BAPT-accredited play therapists.

During 2024-2025, Comets and Rockets programme spanned Cwm Taf Morgannwg (CTM) and was funded by multiple sources including BCBC, RCTCBC, MTCBC, Moondance, MCF, and MoJ through the office of the Police and Crime Commissioner for South Wales. The range of interventions delivered included:

Comets and Rockets groups (3 - 15 years old - CTM)

Play Therapy (3 - 15 years old - CTM)

Child Parent Relationship Therapy (parents/carers only - CTM)

Heart to Heart (parent/carer plus child 3-15 years old - CTM)

Child IDVA (3 - 15 years old - Merthyr & Bridgend)

CADA (11+ years old - Merthyr)

RESILIENCE (11+ years old)

Support is primarily delivered from SMT buildings, including the Teulu MAC Victim Services building and the SMT offices at the Voluntary Action Centre. However, where appropriate, sessions can also be provided in community venues closer to families or within schools if this setting is more conducive to positive outcomes for children and young people.

The support offered includes initial safety planning, advocacy, court support, and tailored, ongoing sessional work. Key themes addressed through group and one-to-one support include, but are not limited to, the following:

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SAFER MERTHYR TYDFIL LIMITED (REGISTERED NUMBER: 03361902)

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2025

In addition to group and one-to-one programmes, Play Therapy is offered to children and young people, providing a safe and supportive environment tailored to their emotional needs. Delivered by a qualified Play Therapist, this non-directive therapeutic approach allows children to express themselves freely and at their own pace. The sessions aim to:

SMT also delivers Healthy Relationships and Resilience programmes within both school and youth/community settings, targeting young people aged 11 to 17. These sessions align with current curriculum changes through Personal and Social Education (PSE) and provide an opportunity to identify knowledge gaps and individuals who may benefit from additional support.

As part of our universal delivery, the following key themes are covered:

Comets and Rockets - Positive Engagements

Throughout 2024/2025, the Comets and Rockets programme delivered a wide range of interventions across the Cwm Taf Morgannwg (CTM) region, achieving the following levels of engagement:

Staff Achievements 2024 - 2025

RECRUITMENT - Following the departure of the Bridgend Child IDVA, who moved to a new SMT project (Family Court Pathfinder), a new Child IDVA was successfully recruited with minimal disruption to service delivery. Additional staffing changes occurred in October 2024 following SMT's successful retender in Bridgend County Borough Council (BCBC). As a result, Bridgend delivery is now supported by:

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SAFER MERTHYR TYDFIL LIMITED (REGISTERED NUMBER: 03361902) REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2025

Delivery in Cwm Taf is currently supported by:

- 2 part-time Play Therapists

TRAINING - Staff learning & Development continued, most notably with one staff member successfully completing Safe Lives CHILD IDVA training. All staff completed Safeguarding Children, Fire Safety, Manual handling. Other training completed by staff in 2024 - 2025 - STAR, Level 3 Coercive and Controlling Behaviour, First Aid, Child and Adolescent to Parent Violence Abuse.

EVENTS ATTENDED - SMT maintained active participation in Safeguarding Week and the 16 Days of Activism campaigns. Comets and Rockets staff played a key role in the delivery of several community events, including Merthyr Pride where an Information Stand and activity table was provided.

STAFF WELLBEING - Supporting the personal and professional well-being of staff is considered equally important as meeting the needs of service users. To this end, SMT continued to provide access to additional clinical supervision, as needed and/or as stipulated for play therapists by BAPT. This support enabled staff to maintain professional boundaries, manage the risk of countertransference, and prioritize self-care while working with complex and emotionally demanding cases-ultimately helping to prevent burnout and vicarious trauma.

DOMESTIC ABUSE RESOURCE TEAM (DART)

The team delivers a wide range of services through the Teulu Multi Agency Centre - a central 'one-stop-shop' located in Merthyr Tydfil - as well as through community-based outreach posts and in-home support for individuals.

DART works in collaboration with other SMT projects to provide holistic support services for families affected by domestic abuse. These services are fully integrated into DART's wider programme of work, allowing the focus to move beyond crisis-driven, risk-led responses. This approach empowers victims and their families by equipping them with the tools and support needed to access appropriate services and work towards greater self-sufficiency. Ultimately, this model aims to break the cycle of repeat victimization-often referred to as the 'revolving door'-and to highlight the resilience and 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:

DART Community Support 2024 - 2025

A total of 1255 referrals were received and processed, with our successful contacts resulting in 599 survivors of domestic abuse accessing support. These individuals were provided with tailored support, delivered on an ongoing, single-session, or triage basis according to their individual needs.

During the 2024-2025 period, the DART team comprised one full-time Manager, one full-time Operational Lead, two full-time Independent Domestic Violence Advisors (IDVAs), one part-time IDVA, and one part-time administrative worker. However, the team experienced a vacancy for over four months due to recruitment challenges, which placed additional pressure on existing staff. Despite these constraints, the team continued to deliver their core services and operated a daily Drop-In service at the Teulu Multi Agency Centre (MAC). This service provided timely support to individuals presenting in crisis without prior appointments, helping to reduce immediate risk and facilitating access to ongoing support where required.

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SAFER MERTHYR TYDFIL LIMITED (REGISTERED NUMBER: 03361902)

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2025

Referral and engagement data from the 2024-2025 period demonstrates that, on average, each full-time equivalent frontline staff member supported approximately 200 victims of domestic abuse. This support encompassed a range of interventions, including single-contact sessions, short-term assistance, and longer-term engagement focused on risk reduction and needs management.

DART Court Support 2024 - 2025

Court IDVA attended a total of 44 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 144 victims at plea hearings, Trials, and sentencing hearings - 3 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:

Women's Recovery Programmes 2024-2025

In September 2024, SMT was successful in securing the tender to continue delivering Recovery support services in Bridgend. This outcome also supported the ongoing delivery of services in Merthyr Tydfil, where funding for the Recovery element of support is absorbed by DART.

We received 445 referrals for Recovery support, with 183 individuals accessing support. We delivered 10 groups during 2024-2025, including 4 Freedom Programme, 4 Own My Life, and 2 Recovery Toolkit. In line with the wishes of survivors, Recovery Toolkit was offered as self-study with 1-1 conciliation support for the Spring and Autumn 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.

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 2024 - 2025

RECRUITMENT - One full time IDVA recruited. All accessed relevant training in line with their role and personal development plan.

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SAFER MERTHYR TYDFIL LIMITED (REGISTERED NUMBER: 03361902)

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2025

TRAINING - Staff learning & Development continued, most notably with one staff member successfully completing Safe Lives IDVA training. All staff completed Safeguarding Children, Fire Safety, Manual handling. Other training completed by staff in 2024 - 2025 -

Understanding Economic Abuse, Understanding Sexual Violence, Understanding Experiences and Effects of VAWDASV on Deaf Survivors, BAROD Training, Understanding Economic Abuse, First Aid, Child and Adolescent to parent violence

TRAINING DELIVERY - 4 sessions of Level 3 Coercive Control Training were delivered both online and face-to-face to partner agencies across Cwm Taf, including housing, education, social care, and police sectors. The training was aligned with the Social Care Calendar and the CTM Safeguarding Board's training delivery plan.

EVENTS ATTENDED - SMT maintained active participation in Safeguarding Week and the 16 Days of Activism campaigns. DART staff played a key role in the delivery of several community events, including Merthyr Pride where a Drop-In and Information Stand was provided, and DART management were key in the planning of the Merthyr Tydfil White Ribbon Day event, although this was cancelled on the day due to adverse weather.

STAFF WELLBEING - Supporting the personal and professional well-being of staff is considered equally important as meeting the needs of service users. To this end, SMT continued to provide access to additional clinical supervision, as needed. This support enabled staff to maintain professional boundaries, manage the risk of countertransference, and prioritize self-care while working with complex and emotionally demanding cases-ultimately helping to prevent burnout and 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:

Support for patients:

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SAFER MERTHYR TYDFIL LIMITED (REGISTERED NUMBER: 03361902) REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2025

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.

IRIS has been operating in Cwm Taf since September 2015 and was extended to incorporate Bridgend practices from February 2021.

In the year prior to IRIS delivery domestic abuse services received a total of only 5 referrals from GP practices in relation to accessing specialist support for domestic abuse victims.

Since 2015 we have received 1794 referrals in total; an average of 179 patients per annum supported in managing the health impacts of current and/or historic abuse.

During 2024-25 265 patients were referred to IRIS, continuing the year on year increase.

The patient engagement rate for IRIS referrals is 89%, significantly higher than the 35-40% engagement rate typically seen in community-based domestic abuse services. This stark contrast highlights the unique and trusted relationship between patients and IRIS-trained GPs and clinicians, who are often the first health professionals able to recognise symptoms linked to both current and historic domestic abuse trauma. Through this trusted connection, patients are sensitively and safely referred to specialist DVA support via the practice's allocated Advocate Educator.

Notably, the majority of patients referred into IRIS have never previously accessed support for their experiences of abuse. As a result, trauma often remains unaddressed, continuing to impact their physical and mental health, confidence, self-esteem, and day-to-day functioning. The IRIS programme plays a critical role in breaking this cycle, offering a pathway to recovery, safety, and long-term wellbeing.

Victims of domestic abuse experience not only immediate physical injuries, but also a wide range of long-term health consequences that can persist for years after the abuse has ended.

Early intervention and access to trauma-informed care is therefore essential to mitigate long-term harm, promote healing, and support survivors on a path to sustained recovery and resilience.

IRIS Outputs and Outcomes 2024-25

265 patients were referred for specialist support over the year, an increase of 13 compared to the previous year, highlighting ongoing and rising demand for intervention.

The three Advocate Educators collectively managed an average caseload of 133 patients, a significant rise from 94 in 2023-24.

A total of 472 onward referrals were made for additional support, 130 more than the previous year, demonstrating the service's expanding role in coordinating holistic care. These referrals addressed a wide range of critical needs, including:

Through IRIS support, 168 children were more effectively safeguarded, highlighting the broader family-level outcomes of early identification and specialist referral.

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SAFER MERTHYR TYDFIL LIMITED (REGISTERED NUMBER: 03361902) REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2025

Presenting Issues and Abuse Typologies - Ongoing Impact on Patient Health

-Depression, anxiety, and isolation remain the most prevalent presenting issues, highlighting the enduring emotional toll experienced by patients.

These forms of abuse continue to have a profound and lasting impact on their mental and physical wellbeing, further compounding their overall health needs.

Patient outcomes:

Feedback from patients is integral to the development and quality of our service . It shapes how we deliver support, ensuring our approach remains trauma-informed, responsive, and centred on the real needs of those we serve. Patient insights directly drive service improvements, helping us identify gaps, strengthen outcomes, and maintain a consistently high standard of care.

Patient feedback quotes:

"For many years I was unaware of the support that was out there and felt no one could help. I now know that there is help and not to be afraid of asking. My GP and support worker have been very helpful".

"Having someone to talk to has been life saving, I thought no one would believe me but they did, which is a massive relief. I'm going to classes and have done the Freedom group and met loads of nice people, my life is much better."

IRIS Training

A total of 42 GPs and clinicians and 76 reception and admin staff from 13 practices completed IRIS training during this year. Requests for onsite training have increased compared to the previous year, indicating a shift in delivery preferences.

98% of GPs and clinicians who attended training reported an increased understanding of the complexities of DVA and 100% felt more confident using targeted enquiry to identify DVA.

Feedback received:

"I feel much more equipped to tackle this issue and sensitively enquire with patients. Having a dedicated resource is invaluable."

"A good overview of issues within DVA, including covering some of the more modern ways in which people may experience abuse."

"Expertly facilitated-thank you."

In conclusion

Over the past year, 265 patients were identified by GPs and clinicians as requiring specialist domestic abuse support representing a 5% increase (n=13) from the previous year. This rise reflects the ongoing demand for intervention, as well as continued vigilance and awareness among healthcare professionals.

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REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2025

The engagement rate for patients referred into the IRIS programme remained strong at 89%, underscoring the trusted and confidential relationship between GPs and patients. Clinicians are often uniquely positioned to identify signs of past or ongoing trauma related to domestic abuse, enabling early and sensitive intervention. Through this trusted connection, patients are safely and appropriately referred to the allocated Advocate Educator.

Effective multi-agency collaboration remains a cornerstone of domestic abuse response. Coordinated working across health, safeguarding, and specialist sectors is essential not only to increase safety and achieve improved health outcomes, but also to safeguard children living in environments where parental or familial abuse is present.

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 intervention continues to operate across the South Wales Polic force area offering our community DRIVE service, and also incorporates the HMP Swansea Pilot and the Police Perpetrated DA Pilot (PPDA).

During 2024 - 2025, DRIVE has worked with 287 high risk high harm perpetrators across the South Wales police force area, with a total of 311 victim survivors and 599 associated children. 52% of these (150) were identified as serial perpetrators with 7% (21) having multiple victim survivors. 276 perpetrators were male and 11 female, with ages ranging from 16- 69. 95% (294) of victim survivors were female, and 5% (17) victim survivors were male.

To date, DRIVE have delivered intervention to 1,812 perpetrators, 2,074 victim survivors and 3,798 associated children and young people.

This has been a year of significant staffing changes across the area, but despite the challenges that this has raised we have continued to deliver a high standard of intervention, often dealing with the hardest to reach members of society. With new staff, we have seen the teams develop with a number of positive changes occurring across the police force area. Significant progress has been made with South Wales Police colleagues, particularly in the Western bay area, meaning that we now have effective and streamlined partnership working which is central to risk management and safeguarding. Multi agency working remains paramount to the delivery of a whole systems approach to domestic abuse with 13,917 multi agency contacts taking place across the project during this financial year. DRIVE have also secured the first case in South Wales that has been issued with a Stalking Prevention Order (SPO) which had DRIVE engagement listed as a requirement. This has been a significant achievement, in particular due to the nature of stalking cases. This case specifically had previously been known to DRIVE although contact was deemed unsafe due to the risk that the SU posed and the lack of effective levers to facilitate engagement. The SPO has allowed for contact with a high risk perpetrator without increasing risk to the victim survivor, allowing intensive behaviour change and robust risk management. The relationship with the stalking prevention coordinator continues to strengthen and it is hoped that this can be replicated in the coming financial year, further evidencing the high regard in which the service is held.

Stalking and harassment and coercive and controlling behaviour are noted to be increasing across the area, and these behaviours are often more entrenched and insidious, making them more complex to challenge and promote behaviour change. Case managers continue to utilise HMPPS case formulation, clinical supervisors and practice advisors in order to ensure appropriate and robust intervention is delivered. There has also been an increase in neurodiversity amongst our service suers, with case managers continually utilising varied support service and interventions to make positive change.

Victim survivors and associated children remain priority as part of the intervention, with a key focus on risk reduction. The Severity of Abuse Grid, (SOAG), is key to measuring the impact of the intervention, and the below table provides an overview of the risk reduction evidenced across the four key abuse types measured by the SOAG.

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SAFER MERTHYR TYDFIL LIMITED (REGISTERED NUMBER: 03361902) REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2025

% Reduction of each Abuse Type

HIGH MODERATE STANDARD
Physical Abuse 89% 78% 69%
Sexual Abuse 90% 95% 53%
Harassment and Stalking 78% 48% 12%
Jealous, controlling or
coercive behaviour 84% 43% -17%

Our aim for 2025 - 2026 is to continue to build on the well established service, developing new ways of working in the ever changing field of perpetration of domestic abuse whilst holding victim survivor voice at the forefront of the intervention. As staffing stabilises, we are confident that we can build on the number of people who benefit from the intervention ad the evidenced reduction in risk that it offers.

HMP Swansea

The HMP pilot has continued to gain traction and has been extended in line with the community element of DRIVE. 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:

*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.

During this reporting period we have seen a change of staffing within the HMP Pilot, with a new HMP Case Manager appointed in February 2025. Due to the lengthy process of police and prison vetting, we have had a period where there has been no designated HMP Case Manager. Despite this, referrals continued to be received and processed and DAPP Panels held.

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SAFER MERTHYR TYDFIL LIMITED (REGISTERED NUMBER: 03361902)

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2025

To date, the HMP Pilot has worked with 35 Service Users, 36 victim survivors and 76 associated children and young people, with 100% of these service users having progressed to direct contact with a case manager, with the average length of intervention spanning 276 days. Due to the nature of the role, all of these SU's have been make, with the majority of these falling between the age of 21 and 49. We have seen 2 SU's in the 60+ age bracket who have both presented with additional health needs. The excellent multi agency working taking place within this pilot has seen one of these cases being allocated a social worker and being offered supported accommodation. This intervention focused on addressing support needs as a means of managing the risk posed, and the victim survivor reported feeling supported and pleased with the outcome, feeling safer and that the risk had reduced whilst also confident that her partner was receiving appropriate support.

In addition to IDVA there is a CHIDVA allocated to the HMP Pilot to deliver intervention to the associated children and young people identified, and below is some of the feedback that has been obtained from the CYP's supported through this process:

" I can't thank you enough for everything that you have done , no matter the outcome I am so grateful to have you as my support worker. I am really grateful for everything you have done to support me'.

" I think that this is helpful as it is someone you can open up to about my situation. There are some things that I wouldn't have opened up to my mum that I could with my CHIDVA , I am thankful for that. "

As we enter the new financial year and new staff become imbedded in their roles we hope to regain a level of stability and consistency, with a new HMP Case Manager in place and a Community Transition worker within the SNPT team to offer a seamless transition between HMP and community. There are continuing challenges with changes to sentencing guidelines, however with a positive and multi agency approach to this it is hoped that we can continue with the positive outcomes that we have seen to date.

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 across Cardiff and The Vale, and Cwm Taff Morganwg. 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. 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. During this reporting period we have seen a number of cases move through the suite of interventions, with a number of cases being referred from CLEAR into Driving Change for longer term intervention, cases from Driving Change being escalated to DRIVE following an identification of an increase in risk, and a number of DRIVE cases being stepped down into Driving Change for continued behaviour change intervention where required. This is a timely and smooth transition, with joint appointments being held for the SU.

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, with a key focus on: -

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REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2025

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.

During this financial year the referral process has been streamlined, with a single point of referral for both services. This has made the process less complex for partner agencies, removing the need for them to determine which service is more appropriate, and allowing the services to offer a thorough assessment process, build rapport with the SU's and identify the most appropriate intervention for the SU. Integrated partner support is a central element to the intervention and frequent case reviews are held with ISS to ensure the safety of victim survivors within the service delivery. Referral numbers have remained consistent in Cardiff and The Vale, who are now well established within the area. CTM have seen an increase in referrals during this time in comparison to previous years and is now firmly embedded within the area.

The teams actively promote the service and liaise with services and agencies across the regions, building new relationships and enhancing the referral pathway. A number of presentations and briefings have been offered to key partners such as Children's Services, providing information on the services and as such we have seen the number of appropriate referrals progressing to engagement increasing. The table below offers a breakdown of the referrals received into ach service by locality for the year 2024 - 2025:

CTM Cardiff and The Vale
CLEAR 57 41
Driving Change 86 81

During this year group work programmes have been delivered across Cardiff, Bridgend, Rhondda Cynon Taff and Merthyr Tydfil, and have been a variety of day and evening groups to accommodate the needs of our service users. As we enter the new financial year we hope to continue with the increased number of referrals and continue to build and strengthen working relationships across the regions.

CARA

Cautioning and Relationship Abuse (CARA), is an intervention developed by Hampton Trust which has been rolled out across the South Wales and Gwent Police force areas. Recent policy reform to the 2-Tier Out of Court Disposal framework places an expectation on police forces to offer proportionate interventions for offenders who have received a conditional caution. With CARA, South Wales and Gwent police are able to use conditional cautioning for intimate and familial domestic abuse where the perpetrator, with the victim's consent, will be required to attend and engage with the two-phase CARA programme

CARA sits within the criminal justice system as an early 'awareness raising' behaviour changes intervention targeting alleged first-time, low/standard risk domestic abuse offenders who have received a conditional caution.

In order to be eligible for a CARA conditional caution, the service user must

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REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2025

intervention.

Eligible offences for CARA:

The CARA programme is delivered through two group work sessions. Initially as the intervention began to embed within the region, referrals were small in number and as a result the interventions were being delivered on a 1:1 basis either via telephone intervention or face to face, depending on the SU needs. During the final quarter of the financial year however the number of referrals increased, and we were able to deliver via group work programmes. A group cohort rota has now been created, with the aim of delivering at least one group every month for the coming year. Female and non IPV referrals continue to be smaller in number, and to date have been delivered on a 1:1 basis. Victim survivor contact is made in the weeks between the first and second sessions to offer support to victims and to obtain their views on the CARA process.

During 2024 - 2025, 33 referrals were received.

----- Start of picture text -----
Male Female
Intimate Partner Violence (IPV) 24 4
Non-Intimate Partner Violence
(Non IPV) 4 1
----- End of picture text -----

Of these 33 referrals, 14 referrals were completed at year end and 18 victim contacts completed. Due to the intervention spanning a number of weeks, there will be completions and additional victim contacts falling into the next financial year. Upon completion of the programme, feedback forms are completed with the SU's which incorporate an assessment of the impact of the intervention on the individual's self-awareness and the responses obtained are outlined below:

Impact on awareness No Impact A little Impact Some Impact A lot of Impact
of Domestic Abuse 1 0 2 11
Impact on how you
view your family
relationships 1 1 3 9
Impact on how you
view your own
behaviour 3 0 4 8
Impact on your
motivation to make
positive changes 1 1 1 11

A number of onward referrals have been made from the CARA process, including to our own suite of perpetrator interventions, MARAC referrals, adult safeguarding referrals and referral for IDVA interventions have also been made. In addition, signposting and referral has been offered to agencies such as mental health services, substance misuse, housing and counselling, evidencing the commitment to a multi-agency and holistic approach to addressing domestic abuse.

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PARTICIPATION PROJECT

Project overview:

This initiative is commissioned to Safer Merthyr Tydfil by Merthyr Tydfil County Borough Council. Its primary goal is to empower young individuals in Merthyr Tydfil to engage in the decision-making processes regarding services that impact their lives. All young people aged 11-25, living or studying in the borough, can get involved in the Merthyr Tydfil Borough Wide Youth Forum (MTBWYF). They also have the chance to serve as a Youth Cabinet member or be elected through a democratic process as the Youth Mayor or Deputy Youth Mayor of Merthyr Tydfil. Currently, there is an active Youth Mayor, Deputy Youth Mayor, and a Youth Cabinet, who have defined their roles in the local community as follows:

Highlights:

The Youth Mayor and Deputy Youth Mayor have consistently participated in youth forums and Snakes 'N' Ladders strategic Board meetings throughout the year. Their commitment ensures that the perspectives of young people are acknowledged and that effective actions are taken in their roles as the primary representatives of the young people in our borough. 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 by both the Youth Mayor (Dylan Morgan Thomas) and Deputy Youth Mayor (Jacob Bridges) include the following:

The remarkable dedication and hard work of our youth cabinet members have shone through on numerous occasions this year. We've witnessed their growth in confidence and skills, both as a collective and as individuals. It's noteworthy how effectively these young advocates communicate with external visitors, representing their peers in the broader youth communities of Merthyr Tydfil. Thanks to their efforts, we proudly highlight the following achievements from this year:

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-Greener Hearts" documentaries at a dual viewing event, coinciding with the fifth anniversary of the first lockdown. Among the attendees, we were thrilled that former First Minister Mark Drakeford returned after being interviewed for the Covid documentary at its inception. The dedication to this project earned the Youth Cabinet second place at the 2025 High Sheriff of Mid-Glamorgan awards.

Priorities for 2025-2026:

SNAKES 'N' LADDERS

Safer Merthyr Tydfil has 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 suitable placed in Safer Merthyr Tydfil to work in Symbiosis with the successful participation project.

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Snakes 'n' Ladders - The Other Pandemic is a coproduction project about 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. Their voices will be heard to develop any changes to be made to the current services available and to identify any gaps.

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 spread over the next 5 years. This coproduction project is about young people's mental health, wellbeing and resilience. It is young people led, young people take a place on the Strategic Board and there is also a Youth Advisory Panel.

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 with them. 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.

The Strategic Project Board has changed slightly since the inception of the project, but this has improved the scope of the partnership not detracted from it. The partners and Youth Advisory panel ensure that the project is accountable and meets the needs of the young people in the borough. There is also an expectation for new partners and support from other agencies during the life of the project.

Partners:

We continue to work with our original partners and along the way we have developed working relationships with a new partner, Cwm Taf Morgannwg Health Board. The Stephens and George Charity are no longer part of the partnership board.

A requirement of the Lottery funding is that a thorough evaluation takes place over the duration of the life of the project, project partners were approached to see if they had the capacity to undertake the evaluation. None of the partners were able to take on this role so the evaluation went out to tender. The University of South Wales were successful with their bid, and they are working with us to put robust systems in place to evaluate the project.

The Lead/Partner/applicant is Merthyr Tydfil County Borough Council, and they are the overall project managers and host the Administration worker.

Safer Merthyr Tydfil -Host the Project Development Co-ordinator and a Consultation and Engagement Worker, Lead support agency to MTBWYF and the Youth Cabinet.

Barnardo's Host a Consultation and Engagement Worker and are the Lead for delivering training and coaching to young people via the Voice & Influence Team

Voluntary Action Merthyr Tydfil Representative Body for Third and Community Sector organisations in Merthyr Tydfil, Assist co-ordinate responses and engagement of Third Sector groups as potential additional project partners. They are also the Host for the Lloyds Bank Foundation Local Implementation Lead for their People & Communities Programme.

The Youth Advisory panel continues to meet once a month and lead on the project. Young people attend the Strategic partnership board meetings and can have their say and influence the project.

The Conference in December 2023 saw many organisations, schools and professionals sign up to support the Snakes N Ladder project with the development of Pilot projects and task and finish groups in the Merthyr Tydfil Borough.

This year, the second year of the five-year project, we have begun work on some of the Pilot project areas identified by the young people's findings.

Relationships Building Trust

Social Media

Access to Information

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Body Image

Being Listened to

Champions from the Borough have been appointed for each of the Pilot projects that have been identified.

Social media resources about what young people can expect, the What, why, When, Where and How when they access services are also in the process of being developed

This year the young people are looking at transition, building relationships and trust during the move to Secondary school. In May, June and July the engagement officers worked with year 7 students and Primary school students to ascertain what was information and resources were required to help them with transition.

A video was developed for Afon Taf and BCA about key points of contact for help in the school, the pilot project is being undertaken with two schools Afon Taf high school and two feeder schools and with Blessed Carlos Acutis and two feeder schools. The Youth Advisory panel oversaw the work undertaken, some were involved in the filming some attending the task and finish groups and others helped with the development of the young people's resource booklet.

The intervention took place in July 2024 in the Primary schools, evaluation by the engagement officers and the University of South Wales has since taken place. Results from the findings are awaiting approval but they look promising. The next steps are to consolidate the work by running the Pilot again, discussion are underway with Ysgol Rhydywaun Secondary School two Merthyr Tydfil Primary feeder schools.

The Open Access Pilot has begun in Cyfarthfa High School the purpose of it is that young people can access the support they need when they need it without needing to be referred.

What have we done:

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SAFER MERTHYR TYDFIL LIMITED (REGISTERED NUMBER: 03361902) REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2025

On the 28th April the Youth Advisory Panel will be meeting with some cabinet members who are involved in the Scrutiny panels to share highlights of the Snakes N Ladders project with them.

Future date to save -Thursday 25th September 2025 a Midway conference will take place in the Orbit Centre in Merthyr Tydfil to share our journey.

South-East Wales Family Court Pathfinder 2024-2025

BACKGROUND - Following the publication of the Harm Panel Report in 2020, improving the family justice system became a key priority for the Ministry of Justice. One of the measures introduced to address this was the development of the Family Court Pathfinder Model, which includes a dedicated Pathfinder IDVA Service. The model aims to promote a culture of safety and protection from harm within the family justice system, ensuring that children's needs and the impact of domestic abuse are central considerations. It also seeks to ensure that victims and survivors feel heard, respected, and supported throughout the court process.

The first pilot site in Wales launched in North Wales in February 2022, with plans for further rollout across South-East Wales by April 2024. In February 2024, SMT, in partnership with Phoenix DAS, was successful in securing the contract to deliver the Pathfinder IDVA Service in the region.

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STRATEGIC REPORT

Achievements and performance

IMPLEMENTATION - The Family Court Pathfinder Programme officially launched in South-East Wales on 29 April 2024. The service operates across eleven local authorities within the South Wales and Gwent regions, supported by a dedicated referral pathway through Cafcass Cymru and Children's Services.

The Pathfinder Model is designed to improve outcomes for families affected by domestic abuse and has the following core aims and objectives:

STAFFING & RECRUITMENT - The Pathfinder service is delivered through a collaborative partnership between SMT and Phoenix DAS, with both organisations contributing to its strategic and operational leadership. The Victim Services Manager from SMT was appointed as a Strategic Lead alongside the Chief Executive Officer of Phoenix DAS. SMT recruited a new Operational Lead by mid-June 2024, complementing the part-time Operational Lead from Phoenix DAS, and supporting delivery. Four full-time Independent Domestic Violence Advisors (IDVAs) were also appointed-two recruited internally by SMT and two newly employed by Phoenix DAS. During the recruitment period, senior staff from both organisations ensured continuity of service by covering all project duties. By August 2024, the Pathfinder team had reached full staffing capacity.

INTERVENTION - The role and remit of the Pathfinder Independent Domestic Violence Advisor (IDVA) are defined within the Pathfinder Protocol Agreement, which outlines the terms of service delivery and expectations. The Pathfinder IDVA intervention is short-term and time-limited, with support provided over a maximum period of 7-10 days from the point of referral.

Core elements of the Pathfinder IDVA support include:

The detailed Pathfinder summary report incorporates information on the following:

In addition, Pathfinder IDVAs provide court support to victims in all cases where domestic abuse has been identified, and court proceedings are ongoing. They also make referrals to appropriate community services where further support is required, using a whole-family approach. However, in accordance with Respect Accreditation Standards, referrals for perpetrator intervention programmes cannot be made where abusive parents have been identified.

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STRATEGIC REPORT

Achievements and performance

ACHIEVEMENTS - Given the nature of the intervention - and the fact that every domestic abuse-related application to family court is eligible for support - there has been significant demand for the Pathfinder IDVA service. Despite the challenges presented by the late awarding of the contract and the simultaneous launch of the Family Justice Model on the official 'go-live' date, the service has demonstrated strong early impact.

The following data highlights the effectiveness and responsiveness of the service during its initial implementation phase: - 759 referrals were received to the project with a total of 875 children linked to parents

The success of the South-East Wales (SEW) Pathfinder IDVA service has significantly contributed to building a strong and positive reputation with key stakeholders. As a result, SMT, in collaboration with Thrive DAS, was successfully awarded the contract to deliver the Pathfinder IDVA service in Mid-West Wales. The new service is scheduled to launch on the official 'go-live' date of 3 March 2025.

EVENTS ATTENDED - The Pathfinder IDVA Service actively participated in multiple events hosted by HMCTS and Cafcass Cymru, in alignment with the Family Court Pathfinder Model's communication strategy. These events provided valuable opportunities to strengthen multi-agency collaboration, raise awareness of the service, and support consistent implementation across the family justice system.

STAFF TRAINING - All staff undertook training in relation to Dual Allegations (Respect), Honour-Based Violence (Harmful Practices), Supporting LGBT survivors and perpetrators, Online Abuse, Childrens Safeguarding, and Tackling Abuse of Power.

STAFF WELLBEING - Supporting the personal and professional well-being of staff is considered equally important as meeting the needs of service users. To this end, SMT continued to provide access to additional clinical supervision, as needed. This support enabled staff to maintain professional boundaries, manage the risk of countertransference, and prioritize self-care while working with complex and emotionally demanding cases-ultimately helping to prevent burnout and vicarious trauma.

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.

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STRATEGIC REPORT

Financial review

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 2024/25. However, the Trustees will continue to monitor and if appropriate review Safer Merthyr Tydfil's investment policy as it does annually for 2025/2026.

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SAFER MERTHYR TYDFIL LIMITED (REGISTERED NUMBER: 03361902) REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2025

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:

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 currently has £847,974 in general reserves at 31/03/25 against annual turnover of £2,788,475 which equates to 65% of its intended target.

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STRATEGIC REPORT

Future plans

SMT's current strategic plan is to 2028; however, this is reviewed annually and is fluid and Trustees recognise that priorities change even in the short term and opportunities in line with organisational aims and objectives emerge. The primary focus for SMT is to continue its current key activities in the forthcoming years and to work closely with its key funders in order to be able 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, indeed the UK Government increase in Employers National Insurance means employment costs have risen by 3.2%. 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 as demand increases, but no or limited uplift in annual funding for the third sector, mean that increase in taxes and other general overhead costs have a real negative impact. On a more positive note, SMT remained stable throughout 2024/2025, looking ahead to 2025/26, this continues, and as we enter the new financial year, we do so with the assurance that all of its project funding is secure to 2026. However, 2024/25 was the last year of multi-annual funding for a significant proportion of programmes and for 25/26 at least, we revert to 100% annual funding. Therefore, a key focus for 2025/26 will be fundraising, data collection and demonstrating and promoting organisation wide impact to secure renewed multi-annual funding.

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.

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SAFER MERTHYR TYDFIL LIMITED (REGISTERED NUMBER: 03361902) REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2025

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.

Specialising in Domestic Abuse, SMT ensures its priorities are aligned to that of UK and Welsh Government, Local Authorities and The South Wales and other Police and Crime Commissioner key priorities. SMT is an accredited member of the national organisation Respect and delivers its services in line with their recognised Standards; the organisation is also a member of Welsh Women's Aid the umbrella organisation in Wales for VAWDASV.

Partnership working is fundamental to the work of SMT, and we deliver our services collaboratively with many likeminded organisations who share SMT's values and vice versa. SMT is represented on a number of fora across South East Wales and more recently Mid and West Wales and these fora are aligned to the strategic priorities both locally and nationally.

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REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2025

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.

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 checklist for internal 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 59 members of staff throughout the year the charity commits approximately 62% 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 2025/2026 but continues to be subject to annual review beyond that period. However, SMT continue to work with MTCBC to re-assess this position and embed the grant as a core priority and offer it on a multi-annual basis. The Charity also benefitted from the support of The Leathersellers' Foundation, for the past 4 years, however, sadly it is in its final year and 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

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SAFER MERTHYR TYDFIL LIMITED (REGISTERED NUMBER: 03361902)

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2025

Trustees

P Flynn (Chair) M Jehu W Smith Mrs M Thomas (Vice Chair) Ms V Slade C B Jones (Treasurer) C Jones J Williams (appointed 16.5.25)

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. Under that law, the trustees have elected to prepare the financial statements in accordance with United Kingdom Generally Accepted Accounting Practice (United Kingdom Accounting Standards and applicable law).

Under company law the trustees must not approve the financial statements unless they are satisfied that they 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

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.

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SAFER MERTHYR TYDFIL LIMITED (REGISTERED NUMBER: 03361902) REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2025

TRUSTEES' RESPONSIBILITY STATEMENT - continued

In so far as the trustees are aware:

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 15 August 2025 and signed on the board's behalf by:

Mrs M Thomas - Trustee

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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 2025 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:

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:

Page 28

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:

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.

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:

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.

Page 29

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

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

1 September 2025

Page 30

SAFER MERTHYR TYDFIL LIMITED

STATEMENT OF FINANCIAL ACTIVITIES (INCORPORATING AN INCOME AND EXPENDITURE ACCOUNT) FOR THE YEAR ENDED 31 MARCH 2025

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
RECONCILIATION OF FUNDS
Total funds brought forward		 Unrestricted
funds
£
72,750
-
-
-
-
-
-
-
-
12,139
11,777
96,666
3,225
61,231
-
7,817
73,492
8,754
32,305
14,000
866
201,690
(105,024)
294,518
189,494
662,210		 Restricted
funds
£
-
594,382
-
116,737
1,145,585
130,722
224,102
467,349
12,932
-
-
2,691,809
-
557,597
3,109
106,689
996,349
116,383
212,859
388,485
17,727
2,399,198
292,611
(294,518)
(1,907)
597,640		 2025
Total
funds
£
72,750
594,382
-
116,737
1,145,585
130,722
224,102
467,349
12,932
12,139
11,777
2,788,475
3,225
618,828
3,109
114,506
1,069,841
125,137
245,164
402,485
18,593
2,600,888
187,587
-
187,587
1,259,850		 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
1,194,503

The notes form part of these financial statements

Page 31

SAFER MERTHYR TYDFIL LIMITED

STATEMENT OF FINANCIAL ACTIVITIES (INCORPORATING AN INCOME AND EXPENDITURE ACCOUNT) FOR THE YEAR ENDED 31 MARCH 2025

Notes
TOTAL FUNDS CARRIED FORWARD		 Unrestricted
funds
£
851,704		 Restricted
funds
£
595,733		 2025
Total
funds
£
1,447,437		 2024
Total
funds
£
1,259,850

The notes form part of these financial statements

Page 32

SAFER MERTHYR TYDFIL LIMITED (REGISTERED NUMBER: 03361902)

BALANCE SHEET 31 MARCH 2025

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		 2025
£
102,730
746,459
852,988
1,599,447
(254,740)
1,344,707
1,447,437
1,447,437
851,704
595,733
1,447,437		 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

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 15 August 2025 and were signed on its behalf by:

M Thomas - Trustee

The notes form part of these financial statements

Page 33

SAFER MERTHYR TYDFIL LIMITED

CASH FLOW STATEMENT FOR THE YEAR ENDED 31 MARCH 2025

Notes
Cash flows from operating activities
Cash generated from operations
1
Net cash provided by operating activities
Cash flows from investing activities
Interest received
Net cash provided by investing activities
Change in cash and cash equivalents in
the reporting period
Cash and cash equivalents at the
beginning of the reporting period
Cash and cash equivalents at the end of
the reporting period		 2025
£
98,725
98,725
12,139
12,139
110,864
742,124
852,988		 2024
£
52,742
52,742
8,125
8,125
60,867
681,257
742,124

The notes form part of these financial statements

Page 34

SAFER MERTHYR TYDFIL LIMITED

NOTES TO THE CASH FLOW STATEMENT FOR THE YEAR ENDED 31 MARCH 2025

1. RECONCILIATION OF NET INCOME TO NET CASH FLOW FROM OPERATING ACTIVITIES

Net income for the reporting period (as per the Statement of Financial
Activities)
Adjustments for:
Depreciation charges
Interest received
(Increase)/decrease in debtors
Increase/(decrease) in creditors
Net cash provided by operations		 2025
£
187,587
2,342
(12,139)
(140,776)
61,711
98,725		 2024
£
65,347
2,757
(8,125)
80,495
(87,732)
52,742

2. ANALYSIS OF CHANGES IN NET FUNDS

Net cash At 1/4/24
£		 Cash flow
£		 At 31/3/25
£
Cash at bank and in hand 742,124 110,864 852,988
742,124 110,864 852,988
Total 742,124 110,864 852,988

The notes form part of these financial statements

Page 35

SAFER MERTHYR TYDFIL LIMITED

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025

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.

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.

continued...

Page 36

SAFER MERTHYR TYDFIL LIMITED

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2025

1. ACCOUNTING POLICIES - continued

Expenditure

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 37

SAFER MERTHYR TYDFIL LIMITED

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2025

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
DART/DAC/IDVA/CIDVA
Recovery DA Services
Children & Young People and Adult
CYP DA Services
Recovery DA Services
Domestic Violence
Perpetrator Programmes
Family Domestic Abuse Support		 2025
£
20,500
15,250
37,000
72,750
2025
£
15,250
2025
£
12,139
2025
£
594,382
-
116,737
48,107
1,097,478
130,722
108,934
115,168
258,295
209,054
12,932
2,691,809		 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

continued...

Page 38

SAFER MERTHYR TYDFIL LIMITED

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2025

5. RAISING FUNDS

Raising donations and legacies

Staff costs
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		 Direct
Costs
£
592,254
3,109
109,640
1,024,088
119,687
225,053
393,770
18,053
2,485,654		 2025
£
3,225
Support
costs (see
note 7)
£
26,574
-
4,866
45,753
5,450
20,111
8,715
540
112,009		 2024
£
3,050
Totals
£
618,828
3,109
114,506
1,069,841
125,137
245,164
402,485
18,593
2,597,663

6. CHARITABLE ACTIVITIES COSTS

7. SUPPORT COSTS

Victim/Survivor Domestic Abuse Services
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		 Human
Governance
resources
costs
£
£
25,856
718
4,735
131
44,518
1,235
5,303
147
19,568
543
8,480
235
525
15
108,985
3,024		 Totals
£
26,574
4,866
45,753
5,450
20,111
8,715
540
112,009

continued...

Page 39

SAFER MERTHYR TYDFIL LIMITED

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2025

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):

2025 2024
£ £
Auditors' remuneration 3,024 4,620
Depreciation - owned assets 2,342 2,757
Other auditor services 10,636 6,882

9. TRUSTEES' REMUNERATION AND BENEFITS

There were no trustees' remuneration or other benefits for the year ended 31 March 2025 nor for the year ended 31 March 2024.

Trustees' expenses

There were no trustees' expenses paid for the year ended 31 March 2025 nor for the year ended 31 March 2024.

10. STAFF COSTS

Wages and salaries
The average monthly number of employees during the year was as follows:
Crime Prevention & Counselling etc		 2025
£
1,742,770
1,742,770
2025
59		 2024
£
1,605,225
1,605,225
2024
55

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

Included within the wages and salaries cost is £132,284 (2024: £115,985) relating to Social Security Costs.

Included within the wages and salaries cost is £Nil (2024: £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 £78,568 (2024: £80,149) 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 £105,858 (2024: £99,976).

continued...

Page 40

SAFER MERTHYR TYDFIL LIMITED

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2025

11. COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES

INCOME AND ENDOWMENTS FROM
Donations and legacies
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
Other income
Total
EXPENDITURE ON
Raising funds
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
Total
NET INCOME/(EXPENDITURE)
Transfers between funds
Net movement in funds
RECONCILIATION OF FUNDS
Total funds brought forward
TOTAL FUNDS CARRIED FORWARD		 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
574,913
662,208		 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)
619,590
597,642		 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
1,194,503
1,259,850

continued...

Page 41

SAFER MERTHYR TYDFIL LIMITED

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2025

12. AUDITORS' REMUNERATION

Fees payable to the charity's Auditors for the audit of the charity's financial
statements		 2025
£
3,024		 2024
£
4,620

Amounts payable to Auditors in relation to accountancy and other services provided to the charity were £10,636 (2024: £6,882).

13. TANGIBLE FIXED ASSETS

Freehold
property
£
COST
At 1 April 2024 and 31 March 2025
110,000
DEPRECIATION
At 1 April 2024
9,900
Charge for year
1,100
At 31 March 2025
11,000
NET BOOK VALUE
At 31 March 2025
99,000
At 31 March 2024
100,100
14.
DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
Trade debtors
Other debtors
15.
CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
Trade creditors
Social security and other taxes
Credit Card
Pension Control Account
Deferred income
Accrued expenses		 Plant and
machinery
£
112,337
107,365
1,242
108,607
3,730
4,972
2025
£
-
746,459
746,459
2025
£
162,731
48,144
3,558
-
-
40,307
254,740		 Totals
£
222,337
117,265
2,342
119,607
102,730
105,072
2024
£
5,541
600,142
605,683
2024
£
80,965
29,755
623
777
24,793
56,116
193,029

continued...

Page 42

SAFER MERTHYR TYDFIL LIMITED

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2025

15. CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR - continued

Deferred Income

----- Start of picture text -----
|||| |---|---|---| |2025|2024| |£|£| |Opening Balance|24,793|58,114| |Movement in the period|(24,793)|(33,321)| |Deferred income carried forward|-|24,793| |Deferred income analysed by project:|2025|2024| |£|£| |Restricted - Charities Trust Nationwide|-|-| |Restricted - Moondance|-|24,793| |-|-| |Restricted - Bridgend Project| |-| |24,793|

----- End of picture text -----

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.

16. LEASING AGREEMENTS

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

----- Start of picture text -----
|||| |---|---|---| |2025|2024| |£|£| |Within one year|16,234|16,026|

----- End of picture text -----

continued...

Page 43

SAFER MERTHYR TYDFIL LIMITED

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2025

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 Funds
Comets & Rockets Fund
Driving Change Fund
Miscellaneous Restricted Grants
CADA Fund
Family Court Path Finder
CARA Fund
Masonic Charitable Fund
PCC Support for Child IDVA
Unrestricted Funds		 Fixed Assets
-
-
99,000
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
99,000
3,730
102,730		 Net Current
Assets/
(Liabilities)
120,835
46,926
-
-
13,498
-
97,398
25,745
-
-
10,228
45,334
4,892
-
9,529
11,948
1,656
4,479
3,525
44,398
23,764
-
32,578
496,733
847,974
1,344,707		 31st March
2025
120,835
46,926
99,000
-
13,498
-
97,398
25,745
-
-
10,228
45,334
4,892
-
9,529
11,948
1,656
4,479
3,525
44,398
23,764
-
32,578
595,733
851,704
1,447,437		 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

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.

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)

continued...

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NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2025

17. ANALYSIS OF NET ASSETS BETWEEN FUNDS - continued

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.

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.

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.

continued...

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NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2025

17. ANALYSIS OF NET ASSETS BETWEEN FUNDS - continued

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

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.

CARA (SWPCC)

CARA (Cautioning and Relationship Abuse) - Early intervention for domestic abuse offenders who have received a conditional caution.

Family Court Path Finder

Pathfinder IDVA Service. The model aims to promote a culture of safety and protection from harm within the family justice system, ensuring that children's needs and the impact of domestic abuse are central considerations. It also seeks to ensure that victims and survivors feel heard, respected, and supported throughout the court process.

WG Capital Fund

WG VAWDASV Annual Capital Funds - Grant application, that was to do remedial works at Teulu, Merthyr Tydfil's specialist Domestic Abuse domestic abuse hub.

continued...

Page 46

SAFER MERTHYR TYDFIL LIMITED

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2025

18. MOVEMENT IN FUNDS

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
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)
Family Court Path Finder
WG Capital Fund
TOTAL FUNDS		 At 1/4/24
£
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		 Net
movement
in funds
£
(103,782)
(1,242)
(105,024)
9,529
50,666
9,426
991
(1,100)
119,494
(3,109)
10,049
(4,794)
-
(6,846)
-
17,819
6,217
17,646
(1,153)
4,479
14,684
(13,052)
4,913
5,914
5,522
(29,006)
19,626
55,129
(433)
292,611
187,587		 Transfers
between
funds
£
294,518
-
294,518
-
(5,578)
(8,503)
(1,142)
-
(93,144)
(17,854)
(10,127)
(24,073)
(36,966)
(2,148)
-
(12,807)
(3,024)
(17,144)
(1,650)
-
(10,300)
(14,156)
(4,913)
(9,151)
(5,522)
(6,018)
-
(10,731)
433
(294,518)
-		 At
31/3/25
£
847,974
3,730
851,704
9,529
120,835
46,926
25,745
99,000
97,398
-
13,498
-
-
-
10,228
45,334
32,578
4,892
-
4,479
11,948
1,656
-
3,525
-
-
23,764
44,398
-
595,733
1,447,437

continued...

Page 47

SAFER MERTHYR TYDFIL LIMITED

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2025

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
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)
Family Court Path Finder
WG Capital Fund
TOTAL FUNDS		 Incoming
resources
£
96,666
-
96,666
1,000
565,499
55,580
8,670
-
782,457
-
116,737
12,932
24,793
148,617
100,264
120,417
-
-
90,375
150,142
75,142
60,437
39,044
-
53,525
258,295
27,883
2,691,809
2,788,475		 Resources
expended
£
(200,448)
(1,242)
(201,690)
8,529
(514,833)
(46,154)
(7,679)
(1,100)
(662,963)
(3,109)
(106,688)
(17,726)
(31,639)
(130,798)
(94,047)
(102,771)
(1,153)
4,479
(75,691)
(163,194)
(70,229)
(54,523)
(33,522)
(29,006)
(33,899)
(203,166)
(28,316)
(2,399,198)
(2,600,888)		 Movement
in funds
£
(103,782)
(1,242)
(105,024)
9,529
50,666
9,426
991
(1,100)
119,494
(3,109)
10,049
(4,794)
(6,846)
17,819
6,217
17,646
(1,153)
4,479
14,684
(13,052)
4,913
5,914
5,522
(29,006)
19,626
55,129
(433)
292,611
187,587

continued...

Page 48

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NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2025

18. MOVEMENT IN FUNDS - continued

Comparatives for 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 49

SAFER MERTHYR TYDFIL LIMITED

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2025

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
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 50

SAFER MERTHYR TYDFIL LIMITED

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2025

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
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
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)
Family Court Path Finder
WG Capital Fund
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
£
(212,914)
(2,899)
(215,813)
9,529
57,491
19,693
5,564
(2,200)
182,379
(6,896)
23,339
1,511
(5,400)
(79)
(1,906)
-
45,839
14,468
26,129
11,015
-
25,845
(29,458)
9,989
15,099
11,049
(22,713)
23,764
55,129
(433)
468,747
252,934		 Transfers
between
funds
£
492,604
-
492,604
-
(10,588)
(17,153)
(2,284)
-
(173,041)
(19,073)
(18,197)
(31,373)
5,400
(42,312)
(4,600)
-
(22,486)
(6,048)
(28,841)
(15,396)
2,863
(24,100)
(31,226)
(10,349)
(12,631)
(13,592)
(7,279)
-
(10,731)
433
(492,604)
-		 At
31/3/25
£
847,974
3,730
851,704
9,529
120,835
46,926
25,745
99,000
97,398
-
13,498
-
-
-
-
10,228
45,334
32,578
4,892
-
4,479
11,948
1,656
-
3,525
-
-
23,764
44,398
-
595,733
1,447,437

continued...

Page 51

SAFER MERTHYR TYDFIL LIMITED

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2025

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
Family Programme
WG VAWDASV
PCC MOJ Covid 19 Extraordinary Fund
Moondance Foundation
Bridgend CBC (Funders)
PCC Support for Child IDVA
Clear
Charities Trust Nationwide
Comets & Rockets Fund
Driving Change Fund
Mind or Futures Fund
CADA Fund
Drive (HMP Swansea) Fund
Masonic Charitable Fund
CARA (SWPCC)
Family Court Path Finder
WG Capital Fund
TOTAL FUNDS		 Incoming
resources
£
157,885
-
157,885
8,200
1,037,938
111,744
17,341
-
1,454,783
14,639
225,132
92,932
-
-
49,310
277,896
200,828
213,288
31,671
207,000
287,283
124,177
113,377
82,819
29,992
64,425
258,295
27,883
4,930,953
5,088,838		 Resources
expended
£
(370,799)
(2,899)
(373,698)
1,329
(980,447)
(92,051)
(11,777)
(2,200)
(1,272,404)
(21,535)
(201,793)
(91,421)
(5,400)
(79)
(51,216)
(232,057)
(186,360)
(187,159)
(20,656)
(181,155)
(316,741)
(114,188)
(98,278)
(71,770)
(52,705)
(40,661)
(203,166)
(28,316)
(4,462,206)
(4,835,904)		 Movement
in funds
£
(212,914)
(2,899)
(215,813)
9,529
57,491
19,693
5,564
(2,200)
182,379
(6,896)
23,339
1,511
(5,400)
(79)
(1,906)
45,839
14,468
26,129
11,015
25,845
(29,458)
9,989
15,099
11,049
(22,713)
23,764
55,129
(433)
468,747
252,934

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 with the reserve policy as stated in the trustees report.

continued...

Page 52

SAFER MERTHYR TYDFIL LIMITED

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2025

18. MOVEMENT IN FUNDS - continued

Transfers between funds - continued

----- Start of picture text -----
Analysis of Designated Funds 2025 2024
£ £
Unamortised fixed assets - Unrestricted 3,730 4,970
Total Designated funds 3,730 4,970
----- 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 £78,568 (2024: £80,149) to the employees personal schemes.

At the year end £Nil (2024: £777) 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 2025
£		 2024
£
Grants & Other
Merthyr Tydfil County Borough Council Income 804,600 490,700
Merthyr Tydfil County Borough Council SLA 37,000 37,000
Merthyr Tydfil County Borough Council Sundry costs 2,347 1,658

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 2025, there was a MTCBC grant debtor balance of £268,212.

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 £20,541.

At the 31st March 2025, there were no VAMT creditor balances.

Mr M Jehu and Mr C Jones are both Independent Members of RCT Audit & Governance Committee.During the year the charity paid RCTCBC £172,306 for contributions to IDVA posts and other sundry costs. The charity also received grants and other income of £80,469 in the year from RCTCBC.

At the 31st March 2025, there were no RCTCBC trade creditor or debtor balances.

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 £1,285,025, together with paying sundry costs of £7,000..

continued...

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SAFER MERTHYR TYDFIL LIMITED

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2025

20. RELATED PARTY DISCLOSURES - continued

At the 31st March 2025, there was a South Wales PCC grant debtor of £377,832.

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 1,714 (2024: 1,544).

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.

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SAFER MERTHYR TYDFIL LIMITED

DETAILED STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 MARCH 2025

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
Total resources expended
Net income		 2025
£
20,500
15,250
37,000
72,750
12,139
130,722
1,009,718
1,110,410
116,737
-
324,222
2,691,809
11,777
2,788,475
3,225
1,630,560
855,094
2,485,654
108,985
3,024
2,600,888
187,587		 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
2,235,016
65,347

This page does not form part of the statutory financial statements

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