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2025-03-31-accounts

REGISTERED COMPANY NUMBER: 03341466 (England and Wales) REGISTERED CHARITY NUMBER: 1064450

REPORT OF THE TRUSTEES AND

FINANCIAL STATEMENTS FOR THE

YEAR ENDED 31 MARCH 2025

FOR

THE NEATH PORT TALBOT COMMUNITY VOLUNTARY SERVICE LIMITED

Bevan Buckland LLP Chartered Accountants And Statutory Auditors Ground Floor, Cardigan House Castle Court Swansea Enterprise park Swansea SA7 9LA

THE NEATH PORT TALBOT COMMUNITY VOLUNTARY SERVICE LIMITED

PAGE
Report of the Trustees 1 - 6
Report of the Independent Auditors 7 - 10
Statement of Financial Activities 11
Statement of Financial Position 12
Statement of Cash Flows 13
Notes to the Financial Statements 14 - 32
Detailed Statement of Financial Activities Appendix

THE NEATH PORT TALBOT COMMUNITY VOLUNTARY SERVICE LIMITED REPORT OF THE BOARD OF 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 20-19).

REFERENCE & ADMINISTRATIVE REGISTERED COMPANY NUMBER

03341466 (England & Wales)

REGISTERED CHARITY NUMBER

1064450

REGISTERED OFFICE

Ty Margaret Thorne 17 - 19 Alfred Street Neath SA11 1EF

TRUSTEES B Cole A Ellis L Fleet CStJ JP (resigned December 2024) H James L Miles S Rahaman Dr E M Roberts MBE DL CStJ FRCGP L Smith L Whittaker SECRETARY G M Richards MBE DL LLD (Hon) TREASURER J Flynn

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THE NEATH PORT TALBOT COMMUNITY VOLUNTARY SERVICE LIMITED REPORT OF THE BOARD OF TRUSTEES FOR THE YEAR ENDED 31 MARCH 2025

REFERENCE & ADMINISTRATIVE (CONT'D)

SENIOR MANAGEMENT TEAM

G Richards MBE DL LLD (Hon) Director A Potts Deputy Director A Keegan Finance/HR Director

SENIOR STATUTORY AUDITOR

Alison Vickers Institute of Chartered Accountants in England and Wales Bevan Buckland LLP

Chartered Accountants and Statutory Auditors Ground Floor Cardigan House Castle Court Swansea Enterprise Park Swansea SA7 9LA

BANKERS

Lloyds Bank PLC 5 Windsor Road Neath SA 11 1 LP

GOVERNING DOCUMENT

The organisation is a charitable company limited by guarantee, incorporated on 27/03/1997 and registered as a charity on 18/09/1997. The company was established under a Memorandum of Association which established the objects and powers of the charitable company and is governed under its Articles of Association.

CHANGE OF NAME

The charitable company passed a special resolution on 27 November 2024 changing its name from The Neath Port Talbot Council For Voluntary Service Ltd to The Neath Port Talbot Community Voluntary Service Limited.

RECRUITMENT AND APPOINTMENT OF MANAGEMENT COMMITTEE

The directors of the company are also Charity trustees for the purpose of charity law and under the company's Articles are known as members of the Management Committee. Under the requirements of the Memorandum and Articles of Association the members of the Management Committee are elected to serve for a period of three years after which they must be re-elected at the next Annual General Meeting.

TRUSTEE INDUCTION AND TRAINING

Trustees are already familiar with the practical work of the charity. New trustees attend an induction session to familiarise themselves with the charity and the context within which it operates. An Induction Pack for Trustees is distributed which covers:

The obligations of Management Committee members

The main documents which set out the operational framework for the Charity including the Memorandum and Articles

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THE NEATH PORT TALBOT COMMUNITY VOLUNTARY SERVICE LIMITED REPORT OF THE BOARD OF TRUSTEES FOR THE YEAR ENDED 31 MARCH 2025

RISK MANAGEMENT

The Management Committee conducted a review of the major risks to which the Charity is exposed. A risk register is in place and is updated at each Management Committee meeting. Where appropriate, systems and procedures are established to mitigate the risks identified. Risks to funding have led to the development of a strategic plan that allows for the diversification of funding and activities. Internal risks are minimised through procedures for authorisation of all transactions, programmes and projects. Procedures are in place to ensure compliance with health and safety law and safeguarding regulations for staff, volunteers, service users and visitors. There is a range of procedures that the Charity implements to mitigate identified risks.

ORGANISATIONAL STRUCTURE

The Charity is managed by a Board of Trustees and 1 co-opted member (currently vacant), which meets bi-monthly and is responsible for the strategic direction and policy of the Charity. The board has a maximum of 10 Trustees elected from the Charity's membership and who represent a range of backgrounds relevant to the work of the Charity. The Director and Company Secretary also sits on the Board but has no voting rights.

A scheme of delegation is in place with day-to-day responsibility for the provision of services resting with the Director supported by the Senior Management Team. The Director is responsible for ensuring that the Charity delivers the services specified. The senior managers have responsibility for day-to-day operational management, individual supervision of staff, and for ensuring the team continues to develop its skills and working practices in line with good practice.

POLICY

In so far as it is complementary to the Charity's objects, the Charity is guided by local, regional, and national policy.

OBJECTIVES

The Charity is governed by its Articles of Association and its charitable rules. The Charity is restricted to carrying out activities within its charitable objectives.

The principal activities of the Charity are to support, promote and develop the voluntary organisations, community groups and individuals in the third sector in Neath Port Talbot. The Charity confirms it has referred to the guidance contained in the Charity Commission General Guidance on Public Benefit when reviewing the Charity's aims and objectives in planning future activities.

ACHIEVEMENTS AND PERFORMANCE

The main area of charitable activity is to support, promote and develop the participation of voluntary organisations, community groups and individuals in Neath Port Talbot. The Charity aims to make a real difference through its delivery of public benefit across 6 key service areas:

(1) Development Support

The Charity helps build safe and resilient communities. The Charity's development team provides guidance and support to community-based voluntary groups and organisations. The Charity responds to general and specialist enquiries for development support, and works with a range of voluntary groups to provide information and assistance on governance, finance and funding, legal matters, and volunteering. The Charity administers some local renewable energy community benefit funds and other grants secured from various funding sources.

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THE NEATH PORT TALBOT COMMUNITY VOLUNTARY SERVICE LIMITED REPORT OF THE BOARD OF TRUSTEES FOR THE YEAR ENDED 31 MARCH 2025

ACHIEVEMENTS AND PERFORMANCE

(1) Development Support (Con't)

The Charity engaged with established, new and emerging community groups, helping them to operate safely and effectively. A range of advice, support, information and guidance was provided, including on how to source funding, financial planning, volunteer and trustee roles and responsibilities, how to develop projects, and strategic planning. Experienced trustees have been able to assist other organisations and offer guidance and support where appropriate. During 2024-2025, the Charity distributed funding to voluntary groups and organisations that helped address urgent demands as well as organisational sustainability.

(2) Information & Advice

Information and advice is available to the Charity's members and the wider voluntary sector on local, regional and national issues. This is delivered across the Charity's media platforms and through its voluntary sector forums. Advice, information and assistance on a range of topics such as governance and financial matters, safeguarding, and charity legislation, is provided regularly. The Charity disseminates information on funding sources that help support funding application processes. Information and advice ·is provided remotely, in person, and hybrid.

(3) Training Programmes

During 2024-2025, the Charity provided training to support the development of organisations, groups and individuals in the third sector on a range of topics. Training has been delivered both face-to-face and remotely to meet specific requirements and tailored to organisations' needs. This has included awareness raising of the importance of effective governance, safeguarding, volunteering safely, and accessing

(4) Volunteering Opportunities

During 2024-2025, the Charity promoted volunteering and raised public awareness of volunteering opportunities. The Charity supports groups to take an active role in creating accessible, safe and impactful volunteering experiences for diverse individuals. The Charity uses a range of promotional materials and promotes volunteering activities through community events, volunteer talks, social media, newsletters, and the Volunteering Wales website. The Charity advocates for volunteering at a strategic national, regional and local level.

(5) Facilitating the sector's involvement in joint planning

The Charity facilitates the dialogue and partnership between the sector itself and the sector and its partners. It facilitates the representation of voluntary groups to joint planning forums and is represented on a range of partnerships, networks, and joint planning and working groups _with strategic partners. The Charity facilitates third sector forums that provide the opportunity for voluntary groups to meet, receive and share information, ideas, issues and concerns. The Charity is a key partner in the development and implementation of the Regional Carers Strategy. The Charity also facilitated the sector's involvement in designing the Health Board's Third Sector Framework.

(6) Providing practical services

The Charity has practical equipment that is available for loan. Various publications are available and signposting to digital sources on management practice, safeguarding, personnel and legal matters, health and safety, and trust and grant-giving information is also provided.

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THE NEATH PORT TALBOT COMMUNITY VOLUNTARY SERVICE LIMITED REPORT OF THE BOARD OF TRUSTEES FOR THE YEAR ENDED 31 MARCH 2025

FINANCIAL REVIEW

The total income of £1,712,521 (2024: £1,926,713) was spent on direct charitable expenditure totalling £1,752,088 (2024: £2,086,965). A deficit of £39,567 (2024: £160,252) was recorded, this is made up of a unrestricted surplus of £37,136 and a restricted deficit of £76,703.

The Statement of Financial Activities reflects the income and expenditure incurred by Neath Port Talbot Community Voluntary Service Ltd in carrying out its role in respect of its objectives. The total funds at 31 March 2025 were £1,782,472 (2024: £1,822,039), with £1,365,918 (2024: £1,328,782) being designated and unrestricted funds. Restricted funds at the year end were £74,666 (2024: £132,378) and restricted capital funds £341,888 (2024: £360,879).

PRINCIPAL FUNDING SOURCES

The principal funding sources are by way of grant income from Welsh Government, WCVA, Neath Port Talbot Council, West Glamorgan Regional Partnership Board and Swansea Bay University Health Board.

INVESTMENT POLICY

In line with the charity's low-risk approach and in accordance with UK GAAP, all surplus funds are held in cash with UK-regulated financial institutions. The objective is to preserve capital and maintain liquidity to support ongoing operations.

The charity does not invest in equities, property, or other financial instruments. Interest is earned on deposit accounts where possible. The investment policy is reviewed annually by the trustees to ensure it remains appropriate.

RESERVES POLICY

The trustees have set out the charity's reserves policy to allow the trustees to have strong financial controls over the organisation and meet its legal obligations. The policy is an integral part of the charity's strategic plan. It has been set to allow the reserves to align to the medium term strategy set out by the trustees. The policy also takes into account the budgeting and risk management process. The trustees have set out the final reserves policy based on the following:-

Contingency planning - the critical costs medium term strategy plan to support the charity's medium term objectives.

Capital spend to match the reserves committed to funding capital items.

A replacement reserve to meet unexpected and uninsured building costs.

The other designated funds represent planned spend which will be defrayed in the medium term. The remaining unrestricted reserves are considered to be the true free reserves held by the charity. The trustees will review the reserves policy annually taking into account the financial, strategic, environmental, operational and risk positions.

TAXATION ST A TUS

The charity is exempt from corporation tax on income and gains falling within section 505 of the Taxes Act 1988 or section 252 of the Taxation of Chargeable Gains Act 1992 to the extent that these are applied to its charitable objects.

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THE NEATH PORT TALBOT COMMUNITY VOLUNTARY SERVICE LIMITED REPORT OF THE BOARD OF TRUSTEES FOR THE YEAR ENDED 31 MARCH 2025 STATEMENT OF TRUSTEES RESPONSIBILITIES The trustees (who are also the directors of The Neath Port Talbot Community Voluntary Service Ltd for the purposes of company law) are responsible for preparing the Report of the Trustees and the financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice), including Financial Reporting Standard 102 "The Financial Reporting Standard applicable in the UK and Republic of Ireland". Company law requires the trustees to prepare financial statements for each financial year which give a true and fair view of the state of affairs of the charitable company and of the incoming resources and application of resources, including the income and expenditure, of the charity for the period. In preparing those financial statements, the trustees should follow best practice and: select suitable accounting policies and then apply them consistently; observe the methods and principles in the Charity SORP; make judgements and estimates that are reasonable and prudent; and prepare the financial statements on the going concern basis unless it is inappropriate to presume that the company will continue in business. The trustees are responsible for keeping proper accounting records which disclose with reasonable accuracy at any time the financial position of the charitable company and to enable them to ensure that the financial statements comply with the Companies Act 2006. The trustees 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. In so far as the trustees are aware: - there is no relevant audit information of which the charitable company's auditors are unaware; and - the trustees have taken all steps that they ought to have taken to make themseives aware of any relevant audit information and to establish that the auditors are aware of that information. AUDITORS The auditors, Bevan Buckland LLP, will be proposed for re-appointment at the forthcoming Annual General Meeting. The financial statements were approved by order of board of trustees on 7.8.25 _and were signed on its behalf by: Barne Dr EM Roberts MBE DL CSt FRCGP Page 6

REPORT OF THE INDEPENDENT AUDITORS TO THE MEMBERS OF THE NEATH PORT TALBOT COMMUNITY VOLUNTARY SERVICE LIMITED (Co. No. 03341466)

Opinion

We have audited the financial statements of The Neath Port Talbot Community Voluntary Service Limited (the 'charitable company' ') for the year ended 31 March 2025 which comprise a Statement of Financial Activities, Statement of Financial Position, Statement of Cash Flows 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'.

Basis of 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 Auditor's 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 FR C'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

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.

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REPORT OF THE INDEPENDENT AUDITORS TO THE MEMBERS OF THE NEATH PORT TALBOT COMMUNITY VOLUNTARY SERVICE LIMITED (Co. No. 03341466)

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 there is a material misstatement in the financial statements or a material misstatement of the other information. 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.

Opinion on other matters prescribed by the Companies Act 2006

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

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 Statement of Trustee's Responsibilities, 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 the 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 relating 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 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.

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REPORT OF THE INDEPENDENT AUDITORS TO THE MEMBERS OF THE NEATH PORT TALBOT COMMUNITY VOLUNTARY SERVICE LIMITED (Co. No. 03341466)

Extent to which the audit was considered capable of detecting irregularities, including fraud

We identify and assess the risks of material misstatement of the Financial Statements, whether due to fraud or error, and then, design and perform audit procedures responsive to those risks, including obtaining audit evidence that is sufficient and appropriate to provide a basis for our opinion.

Identifying and assessing potential risks related to irregularities.

In identifying and assessing risks of material misstatement in respect of irregularities, including fraud and non­ compliance with laws and regulations, our procedures included the following:

Audit response to risks identified

In addition to the above, our procedures to respond to risks identified included the following:

We also communicated relevant identified laws and regulations and potential fraud risks to all engagement team members and remained alert to any indications of fraud or non-compliance with laws and regulations throughout the audit.

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

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REPORT OF THE INDEPENDENT AUDITORS TO THE MEMBERS OF THE NEATH PORT TALBOT COMMUNITY VOLUNTARY SERVICE LIMITED (Co. No. 03341466)

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.

.............

Alison Vickers (Senior Statutory Auditor) for and on behalf of Bevan Buckland LLP Chartered Accountants And Statutory Auditors Ground Floor, Cardigan House Castle Court Swansea Enterprise Park Swansea SA7 9LA Date: ...... .<.)2.! .......

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THE NEATH PORT TALBOT COMMUNITY VOLUNTARY SERVICE LIMITED STATEMENT OF FINANCIAL ACTIVITIES (INCORPORATING AN INCOME AND EXPENDITURE ACCOUNT) AS AT 31 MARCH 2025

(Co. No. 03341466)

Unrestricted Restricted Total Total
Funds Funds Funds Funds
2025 2024
Notes £ £ £ £
INCOME AND ENDOWMENTS FROM:
Charitable activities 2 368,381 1,272,103 1,640,484 1,886,510
Other trading activity 3 27,212 27,212 8,057
Investment Income 4 44,825 44,825 32,146
Total 440,418 1,272,103 1,712,521 1,926,713
EXPENDITURE ON:
Charitable activities 6 403,282 1,348,806 1,752,088 2,086,965
Total 403,282 1,348,806 1,752,088 2,086,965
NET INCOME/EXPENDITURE 37,136 (76,703) (39,567) (160,252)
TRANSFERS BETWEEN FUNDS
NET MOVEMENT IN FUNDS 37,136 (76,703) (39,567) (160,252)
RECONCILIATION OF FUNDS
Total funds brought forward 1,328,782 493,257 1,822,039 1,982,291
TOT AL FUNDS CARRIED FORWARD 1,365,918 416,554 1,782,472 1,822,039

CONTINUING OPERATIONS

All income and expenditure has arisen from continuing activities

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THE NEATH PORT TALBOT COMMUNITY VOLUNTARY SERVICE LIMITED STATEMENT OF FINANCIAL POSITION

AS AT 31 MARCH 2025

(Co. No. 03341466)

NOTES Unrestricted Restricted Unrestricted Restricted 2025 2024
£ £
NON CURRENT ASSETS
Property, plant & equipment 10 21,851 341,888 363,739 384,494
Investment property 11 120,000 120,000 120,000
141,851 341,888 483,739 504,494
CURRENT ASSETS
Debtors 12 43,838 18,578 62,416 246,078
Investments 13 101,764 101,764
Cash and cash equivalents 1,146,444 87,933 1,234,377 1,257,545
1,292,046 106,511 1,398,557 1,503,623
CURRENT LIABILITIES 14 (67,979) (31,845) (99,824) (186,078)
NETCURRENT ASSETS 1,224,067 74,666 1,298,733 1,317,545
TOT AL ASSETS LESS
CURRENT LIABILITIES 1,365,918 416,554 1,782,472 1,822,039
NET ASSETS 1,365,918 416,554 1,782,472 1,822,039
FUNDS 17
Unrestricted funds 1,365,918 1,365,918 1,328,782
Restricted funds 416,554 416,554 493,257
TOTAL FUNDS 1,365,918 416,554 1,782,472 1,822,039

These accounts are prepared in accordance with the special provisions of Part 15 of the Companies Act relating to small companies and constitute the annual accounts required by the Companies Act 2006 and are for circulation to members of the company.

The financial statements were approved by the Board of Trustees on ........ ]: .. 9.'i3.: .. were signed on its behalf by:

and

Dr EM Roberts MBE DL CStJ FRCGP

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THE NEATH PORT TALBOT COMMUNITY VOLUNTARY SERVICE LIMITED STATEMENT OF CASH FLOWS AS AT 31 MARCH 2025

(Co. No. 03341466)

NOTES NOTES 2025 2024
£ £
Cash flows from operating activities:
Cash generated from operations 1 53,771 (291,036)
Net cash provided by (used in) operating activities 53,771 (291,036)
Cash flows from investing activities:
Interest received 44,825 32,146
Loans to third parties (20,000)
Placement of fixed term deposit (101,764)
Net cash provided by (used in) investing activities (76,939) 32,146
Change in cash and cash equivalents in the reporting
period (23,168) (258,890)
Cash and cash equivalents at the beginning of the
reporting period 1,257,545 1,516,435
Cash and cash equivalents at the end of the reporting
period 1,234,377 1,257,545
NOTES TO THE STATEMENT OF CASH FLOWS
1 RECONCILIATION OF NET INCOME/(EXPENDITURE) TO NET CASH FLOW FROM OPERATING 1 RECONCILIATION OF NET INCOME/(EXPENDITURE) TO NET CASH FLOW FROM OPERATING 1 RECONCILIATION OF NET INCOME/(EXPENDITURE) TO NET CASH FLOW FROM OPERATING 1 RECONCILIATION OF NET INCOME/(EXPENDITURE) TO NET CASH FLOW FROM OPERATING 1 RECONCILIATION OF NET INCOME/(EXPENDITURE) TO NET CASH FLOW FROM OPERATING
ACTIVITIES
2025 2024
£ £
Net income/(expenditure) for the reporting period (as per the Net income/(expenditure) for the reporting period (as per the Net income/(expenditure) for the reporting period (as per the
statement of financial activities) (39,567) (160,252)
Adjustments for:
Depreciation charges 20,755 20,755
Interest received (44,825) (32,146)
Loans to third parties 20,000
(lncrease)/Decrease in debtors 183,662 (178,363)
lncrease/(Decrease) in creditors (86,254) 58,970
Netcash provided by (used in) operating activities 53,771 (291,036)
2 ANALYSIS OF CHANGES IN NET FUNDS
At 1.4.24 At 1.4.24 Cashflow At 31.3.25
£ £ £
Net cash
Cash at bank 1,257,545 (23,168) 1,234,377
Liquid resources
Current asset investments 101,764 101,764
Total 1 257 545 1 257 545 78 596 1 336 141

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THE NEATH PORT TALBOT COMMUNITY VOLUNTARY SERVICE LIMITED NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025

1 ACCOUNTING POLICIES

Accounting Convention

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 (SOFA) once the charity has entitlement to the funds, it is probable that the income will be received and the amount can be measured reliably.

Grant income is accounted for on an accruals basis and is shown in the financial statements when the Charity earns the unconditional right to the funds. Grants received for a specific purpose are treated as restricted funds. Revenue grants are credited directly to the Statement of Financial Activities and Capital grants are released over the life of the asset in line with the depreciation policy.

Interest on funds held on deposit is included when receivable and the amount can be measured reliably by the charity; this is normally upon notification of the interest paid or payable by the Bank.

Income from room hire and training is recognised when the hire or training takes place.

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.

Allocations of support costs

Support costs are those functions that assist the work of the charity but do not directly undertake charitable activities. Support costs include finance, personnel, payroll and governance costs which support the charity's activities. These costs have been allocated between cost of raising funds and expenditure on charitable activities.

Depreciation

Depreciation of fixed assets is calculated to write off their cost less any residual value over their estimated useful lives as follows:

Freehold land & buildings 2% Straight Line Fixtures & fittings 1 0% Straight Line Office Equipment 10% Straight Line Computer Equipment & Software 33% Straight Line

Capitalisation Policy

Where the capital expenditure is less than £5,000 the charity, has adopted the policy to charge the SOFA the cost of the assets purchased. All items over £5,000 are capitalised and depreciated over their useful economic life.

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THE NEATH PORT TALBOT COMMUNITY VOLUNTARY SERVICE LIMITED NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025

1 ACCOUNTING POLICIES (CONT'D)

Investment Property

Investment properties are measured initially at cost, including transaction costs. Subsequent to initial recognition, investment property is shown at fair value. Any aggregate surplus or deficit arising from changes in fair value is recognised in the statement of financial activities/income statement.

Investment properties are derecognised when either they have been disposed of or when the investment property is permanently withdrawn from use and no future economic benefit is expected from its disposal.

Pensions - Defined Contribution Scheme

Contributions are charged to the Income and Expenditure Account as they become payable in accordance with the rules of the scheme.

Corporation taxation

The charity is exempt from corporation tax on income and gains falling within section 505 of the Taxes Act 1988 or section 252 of the Taxation of Chargeable Gains Act 1992 to the extent that these are applied to its charitable objects.

Fund accounting

Unrestricted funds are funds which are available for use at the discretion of the directors in furtherance of the general objectives of the charity and which have not been designated for other purposes. Designated funds are unrestricted funds earmarked by the Trustees for particular purposes falling in future time periods.

Restricted funds are funds which are to be used in accordance with specific restrictions imposed by donors or which have been raised by the charity for particular purposes. The cost of raising and administering such funds are charged against the specific fund. The aim and use of each restricted fund is set out in the notes to the financial statements.

Operating leases

Rentals paid under operating leases are charged to the SOFA on a straight line basis over the period of the lease.

Company status

The charity is a company limited by guarantee. In the event of the charity being wound up, the liability in respect of the guarantee is limited to £1 per member of the charity.

Preparation of the accounts on a going concern basis

The charity has reported operating deficits for a number of years; however, it continues to maintain a strong financial position, with sufficient cash balances and unrestricted reserves to meet its ongoing obligations. The trustees have designated funds for specific future expenditure, ensuring that resources are appropriately allocated to support the charity's objectives.

The senior management team prepares bi-monthly management accounts, which are reviewed against budgeted figures and scrutinised by the Board of Trustees. An annual budget and financial forecast are also prepared and approved by the Board, incorporating key assumptions about income streams, expenditure, and designated commitments.

The trustees have reviewed the charity's financial forecasts for a period of at least 12 months from the date of approval of these financial statements. These forecasts take into account the current financial position, expected income, and planned expenditure, including any known risks and uncertainties. Based on this review, the trustees have a reasonable expectation that the charity has adequate resources to continue in operational existence for the foreseeable future.

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THE NEATH PORT TALBOT COMMUNITY VOLUNTARY SERVICE LIMITED NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025

1 ACCOUNTING POLICIES (CONT'D)

Debtors

Trade and other debtors are recognised at the settlement amount due after any trade discount offered. Prepayments are valued at the amount prepaid net of any trade discounts due.

Cash at bank and in hand

Cash at bank and cash in hand includes cash and short term highly liquid investments with a short maturity of three months or less from the date of acquisition or opening of the deposit or similar account.

Current asset investments

Current asset investments are investments which the charity holds for resale or pending their sale and cash or cash equivalents with a maturity date of less than one year. This includes cash on deposit and cash equivalents with a maturity of less than one year held for negligible risk investment purposes rather than to meet short-term cash commitments as they fall due.

Grants Awarded/ Paid

The charity administers a number of different grant funds on behalf of funding bodies. These are all managed in accordance with the funders' conditions, and are awarded by funding panels.

Creditors and provisions

Creditors and provisions are recognised where the charity has a present obligation resulting from a past event that will probably result in the transfer of funds to a third party and the amount due to settle the obligation can be measured or estimated reliably. Creditors and provisions are normally recognised at their settlement amount after allowing for any trade discounts due.

Deferred Income

Deferred income represents invoices raised in the year for grants relating to future periods.

Financial instruments

The charity only has financial assets and financial liabilities of a kind that qualify as basic financial instruments. Basic financial instruments are initially recognised at transaction value and subsequently measured at their settlement value.

Significant management judgements and key sources of estimation uncertainty

The preparation of the financial statements requires management to make judgements, estimates and assumptions that affect the application of policies and reported amounts of assets and liabilities, income and expenses. The estimates and associated assumptions are based on historical experience and various other factors that are believed to be reasonable under the circumstances, the results of which form the basis of making the judgements about carrying values of assets and liabilities that are not readily apparent from other sources. Actual results in the future may differ from these estimates.

Estimation Uncertainty

The charity makes estimates and assumptions concerning the future. The resulting accounting estimates will, by definition, seldom equal the related actual results. Management consider there to be no estimates and assumptions that have a significant risk of causing a material adjustment to the carrying amounts of assets and liabilities within the next financial year.

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THE NEATH PORT TALBOT COMMUNITY VOLUNTARY SERVICE LIMITED NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025

2 INCOME FROM CHARITABLE ACTIVITIES

2025 2024
£ £
Grants (note 18) 1,640,484 1,886,510
3 OTHER TRADING ACTIVITIES
2025 2024
£ £
Training 1,005 990
Practical Services 1,501 1,445
Rental Income Rental Income 15,319 1,000
Other Income 9,387 4,622
27,212 8,057
4INVESTMENT INCOME 4INVESTMENT INCOME
2025 2024
£ £
Interest received 44,825 32,146
5 NET INCOME/(EXPENDITURE)
Net income is stated after charging/(crediting):
2025 2024
£ £
Depreciation - owned assets 20,755 20,755

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THE NEATH PORT TALBOT COMMUNITY VOLUNTARY SERVICE LIMITED NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025

6 CHARITABLE ACTIVITIES COSTS

Basis of Voluntary Other Total Total
Allocation Unit Charitable 2025 2024
Activities
£ £ £ £ £
Costs directly allocated
to activities
Staff Costs Direct 33,154 845,221 878,375 793,708
Project expenditure and Direct 562,120 562,120 900,300
Grants Awarded (note 19)
Depreciation Direct 20,755 20,755 20,755
Travel expenses Direct 4,813 4,813 4,898
Administration expenses Direct 2,375 122,531 124,906 193,368
Support costs allocated
to activities
Premises % of Usage 195 99,789 99,984 79,081
Administration expenses % of Usage 784 60,351 61,135 94,855
Total resources expended 36,508 1,715,580 1,752,088 2,086,965

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THE NEATH PORT TALBOT COMMUNITY VOLUNTARY SERVICE LIMITED NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025

7 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 for the year ended 31 March 2025 nor for the year ended 31 March 2024.

8 STAFF COSTS

----- Start of picture text -----
|||| |---|---|---| |2025|2024| |£|£| |Wages and salaries|734,030|673,695| |Social security costs|69,813|54,771| |Pensions|74,532|65,242| |878,375|793,708|

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

The number of employees whose employee benefits (excluding employer pension and employers national insurance costs) exceeded £60,000 was:

2025 2024

£90,001 - £100,000 £80,001 - £90,000 £70,001 - £80,000 £60,001 - £70,000

Emoluments of the highest paid member of staff was £84,890.

Pension costs are allocated to activities in proportion to the related staffing costs incurred and are charged to funds based on the hours worked relating to that fund.

The key management personnel of the Charity, comprise of the Trustees and Senior Management team. The total employee benefits of the key management personnel of the Charity were £249,291 (2024: £230,842).

The average monthly number of employees during the year was as follows:

----- Start of picture text -----
||| |---|---| |2025|2024| |21|19|

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

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THE NEATH PORT TALBOT COMMUNITY VOLUNTARY SERVICE LIMITED NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025

9 COMPARATIVE STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 MARCH 2024

Unrestricted Restricted Total
Funds Funds Funds
£ £
INCOME AND ENDOWMENTS FROM:
Charitable activities 2 266,358 1,620,152 1,886,510
Other trading activity 3 8,057 8,057
Investment Income 32,146 32,146
Total 306,561 1,620,152 1,926,713
EXPENDITURE ON:
Charitable activities 6 429,700 1,657,265 2,086,965
Total 429,700 1,657,265 2,086,965
NET INCOME/EXPENDITURE (123,139) (37,113) (160,252)
Transfers between funds
NET MOVEMENT IN FUNDS (123,139) (37,113) (160,252)
RECONCILIATION OF FUNDS
Total funds brought forward 1,451,921 530,370 1,982,291
TOTAL FUNDS CARRIED FORWARD 1,328,782 493,257 1,822,039

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THE NEATH PORT TALBOT COMMUNITY VOLUNTARY SERVICE LIMITED NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025

10 PROPERTY, PLANT & EQUIPMENT

Freehold Computer
Land& Fixtures Office Equipment Total
Buildings & Fittings Equipment & Software
£ £ £ £ £
COST
At 1 April 2024 605,739 7,208 27,678 24,599 665,224
Additions
Disposals (18,599) (18,599)
At 31 March 2025 605,739 7,208 9,079 24,599 646,625
DEPRECIATION
At 1 April 2024 237,767 4,631 27,678 10,654 280,730
Charge for the year 12,114 525 8,116 20,755
Disposal (18,599) (18,599)
At 31 March 2025 249,881 5,156 9,079 18,770 282,886
NET BOOK VALUE
At 31 March 2025 355,858 2,052 5,829 363,739
As at 31 March 2024 367,972 2,577 13,945 384,494

The Big Lottery Fund holds a legal charge over 17 /19, Alfred Street, Neath, which is included in the freehold land and buildings cost above.

11 INVESTMENT PROPERTY

11 INVESTMENT PROPERTY
Total
£
FAIR VALUE
At 1 April 2024
And at 31 March 2025 120,000
FAIR VALUE
At 31 March 2025 120,000
At 31 March 2024 120,000

The directors have considered the fair value of the property and are satisfied that its current market value is £120,000.

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THE NEATH PORT TALBOT COMMUNITY VOLUNTARY SERVICE LIMITED NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025

12 DEBTORS 12 DEBTORS
2025 2024
£ £
Trade and other receivables 45,140 86,004
Prepayments and accrued income 17,276 160,074
62,416 246,078
12 CURRENT ASSET INVESTMENTS 12 CURRENT ASSET INVESTMENTS
2025 2024
£ £
Other 101,764
2025 2024
Fixed rate deposit account £ £
Repayment date February 2026 - Gross interest 2.65% 101,764
14 CURRENT LIABILITIES 14 CURRENT LIABILITIES
2025 2024
£ £
Trade and other payables 76,798 117,206
Social security and other taxation 19,693 30,477
Grant income deferred 3,333 38,395
99,824 186,078

Included in creditors is an amount £152 (2024 - £1,952) relating to monies received on behalf of SNAC.

14 MOVEMENT IN FUNDS 14 MOVEMENT IN FUNDS Net
movement
At 01.04.24 in reserves At 31.03.25
Unrestricted funds
Unrestricted funds 23,667 (6,600) 17,067
Designated funds 1,161,500 45,500 1,207,000
Designated capital funds 23,615 (1,764) 21,851
Designated capital funds investment property 120,000 120,000
1,328,782 37,136 1,365,918
Restricted funds
Restricted funds 132,378 (57,712) 74,666
Restricted capital funds 360,879 (18,991) 341,888
493,257 (76,703) 416,554
1,822,039 (39,567) 1,782,472

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THE NEATH PORT TALBOT COMMUNITY VOLUNTARY SERVICE LIMITED NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025

14 MOVEMENT IN FUNDS (Cont.)

Designated Funds Represent: £
Critical costs 370,000
Maintaining core activities and staff development 647,000
ICT equipment reserve 15,000
Major Repairs 125,000
Emergency loans 50,000
1,207,000
Designated Capital Spend 141,851
1,348,851

Critical costs represents contingency planning for the critical costs to support the charity's medium term objectives.

The charity has designated at least four months of running costs.

The other designated funds represent planned spend which will be defrayed in the medium term.

The restricted capital fund balance of £341,888 (2024 - £360,879) represents the net book value of the buildings and equipment that have been purchased through a restricted grant. The transfer out of this reserve represents the depreciation charge for the year.

The Designated Capital Spend fund reflects the value of monies spent on the tangible assets which have not been funded out of grant income. This balance represents a spend out of the general funds.

Unrestricted funds - this fund represents the general unrestricted funds of charity available to be spent for any of the purposes of the charity. Transfers to and from this fund are the balancing entries for the transfers noted above within designated and restricted funds.

15 ANALYSIS OF NET ASSETS BETWEEN FUNDS

Fund balances at 31 March 2025 are represented by:

Designated Unrestricted Restricted Restricted Total
Funds Funds Capital Funds
Funds
£ £ £ £ £
Non Current Assets 141,851 341,888 483,739
Current Assets 1,207,000 85,046 106,511 1,398,557
Current Liabilities (67,979) (31,845) (99,824)
1,348,851 17,067 341,888 74,666 1,782,472

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THE NEATH PORT TALBOT COMMUNITY VOLUNTARY SERVICE LIMITED NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025

Transfers
16 FUNDS 16 FUNDS As at As at Incoming Resources between As at
01-Apr-24 resources expended funds 31-Mar-25
RESTRICTED FUNDS £ £ £ £ £ £
Welsh Government via WCVA
Youth Led Grants 383 6,650 (7,033)
WCVA
Voluntary Services Emergency fund - Comic 360 360
Relief
Safeguarding Training 5,917 (3,028) 2,889
NPTC Borough Council:
Shared Prosperity Fund 4,783 384,252 (389,035)
Digital Inclusion 2,500 2,500
Loneliness & Isolation Project 45,409 45,409
Swansea Bay University Health Board
Mental Health Service User Facilitator 20,404 (20,404)
Health Social Care and Wellbeing Facilitator 45,002 (45,002)
Mental Health Development 27,082 (27,082)
Social Value Forum 13,614 (13,614)
Afan Social Prescribing 9,271 (9,271)
Our Neighbourhood Approach 24,522 142,272 (166,794)
Carers Partnership 46,120 (46,120)
Citizens Panel 1,685 1,685
Social Prescribing Service 19,923 173,056 (192,979)
Upper Valleys Social Prescribing 23,861 (23,861)
Outreach Programme for Diverse Communities 48,464 (48,464)
Community Wellbeing Service 87,512 (87,512)
Prevention for Home First 49 3,600 (3,649)
IRCF funding 14,628 (14,628)
Third Sector Small Grants Scheme 39,619 (39,619)
Neath Social Prescribing 16,566 (16,566)
Pen-y-Cymoedd
Supporting Communities 13,695 10,006 (23,701)
Other Grants
BME Association 6,829 (6,206) 623
Ffynnon Oer Neath Valley 10,389 21,464 (22,105) 9,748
Ffynnon Oer Afan Valley 6,956 42,825 (42,833) 6,948
Social Enterprise Support 74,424 (74,424)
Crisis - In This Together 24 24
Volunteer Manager Secondment
Diabetes Research 1,700 (1,700)
Building Communities Trust 6,667 (2,343) 4,324
Tell Emma 498 (342) 156
Understanding the lives of people living with 1,500 (1,500)
frailty
132,378 1,272,103 (1,329,815) 74,666
Designated Funds 1,305,115 (1,764) 45,500 1,348,851
Unrestricted Funds 23,667 440,418 (401,518) (45,500) 17,067
Restricted Capital Funds 360,879 (18,991) 341,888
TOTAL FUNDS 1,822,039 1,712,521 (1,752,088) 1,782,472

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THE NEATH PORT TALBOT COMMUNITY VOLUNTARY SERVICE LIMITED NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025

16 FUNDS 16 FUNDS Transfers
As at Incoming Resources between As at As at
01-Apr-23 resources expended funds 31-Mar-24
RESTRICTED FUNDS £ £ £ £ £ £
Welsh Government via WCVA
Youth Led Grants 863 6,650 (7,130) 383
WCVA
Voluntary Services Emergency fund - Comic Relief 360 3,500 (3,500) 360
European Funded
Workways + 7,575 (7,575)
NPTC Borough Council:
Shared Prosperity Fund 615,746 (610,963) 4,783
Digital Inclusion 2,500 2,500
Cost of Living Grant 107,123 (107,123)
Loneliness & Isolation Project 22,727 22,727 (45) 45,409
Swansea Bay University Health Board
Mental Health Service User Facilitator 19,620 (19,620)
Health Social Care and Wellbeing Facilitator 43,271 (43,271)
Mental Health Development 26,041 (26,041)
Social Value Forum 13,614 (13,614)
Afan Social Prescribing 39,284 (39,284)
Our Neighbourhood Approach 24,522 142,272 (142,272) 24,522
Carers Partnership 47,946 (47,946)
Citizens Panel 1,685 1,685
Social Prescribing Service 29,533 166,400 (176,010) 19,923
Upper Valleys Social Prescribing 20,212 (20,212)
Outreach Programme for Diverse Communities 46,600 (46,600)
Community Wellbeing Service 71,136 (71,136)
Volunteer Reps 367 (367)
Prevention for Home First 49 4,000 (4,000) 49
Pen-y-Cymoedd
Supporting Communities 58,598 (44,903) 13,695
Other Grants
BME Association 6,129 (6,129)
Ffynnon Oer Neath Valley 14,686 18,905 (23,202) 10,389
Ffynnon Oer Afan Valley 53,551 41,595 (88,190) 6,956
Social Enterprise Support 74,424 (74,424)
Crisis - In This Together 24 24
Volunteer Manager Secondment 13,917 (13,917)
Community Cohesion 800 (800)
Diabetes Research 1,700 1,700
150,500 1,620,152 (1,638,274) 132,378
Designated Funds 1,346,879 (1,764) (40,000) 1,305,115
Unrestricted Funds 105,042 306,561 (427,936) 40,000 23,667
Restricted Capital Funds 379,870 (18,991) 360,879
TOTAL FUNDS 1,982,291 1,926,713 (2,086,965) 1,822,039

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THE NEATH PORT TALBOT COMMUNITY VOLUNTARY SERVICE LIMITED NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025

17 Restricted Grants

Welsh Government via WCVA

Youth Led Grants - to facilitate a small grant to support young people to volunteer in their communities.

WCVA

Voluntary Services Emergency Fund - Comic Relief - emergency voluntary sector funding made available by Comic Relief for use during the pandemic crisis.

Safeguarding Training - The Welsh Government provided uplift funding that was ringfenced exclusively for safeguarding-related activities. These funds were used to respond to specific local needs and to deliver direct support to the sector, primarily through training initiatives.

European Funded

Workways + - to provide a staff resource to fulfil the volunteering specific element of the European funded Workways+ project.

NPT Council

Shared Prosperity Fund - the organisation secured £1m over three years through the UK Government's Shared Prosperity Fund (UKSPF). An open grant scheme, the Third Sector Growth Fund, distributed grants to support project activity aligned with the UKSPF investment priorities: communities and place, supporting local enterprise, along with people and skills. This created opportunities linked to community activity, capacity building and empowering grass roots activity.

Digital Inclusion - provision for use on digital activities

Cost of Living Grant - in partnership with Neath Port Talbot Council, a grant was made available through the Third Sector Discretionary Cost of Living Crisis Grant Scheme to support third sector organisations which had experienced increased demand for their service due to crisis.

Loneliness and Isolation - to support with the development of a Neath Port Talbot Loneliness and Isolation strategy.

Swansea Bay University Health Board

Mental Health Service User Facilitator - to provide a mental health service user facilitator to feed the voice of service users through planning structures.

Health Social Care and Wellbeing Facilitator (Previously Building Stronger Bridges) - to facilitate the links between Health and the third sector.

Mental Health Development- to provide development officer support to third sector mental health organisations and participate in relevant partnerships.

Social Value Forum - funded by West Glamorgan Regional Partnership Board to support the development and facilitation of a regional Social value Forum with Swansea CVS.

Afan Social Prescribing - funded by the Afan Cluster to employ a member of staff to provide a social prescribing service to patients in the cluster.

Our Neighbourhood Approach - Funded by Welsh Government's Transformation Fund and administered through the West Glamorgan Regional Partnership Board's 'Our Neighbour Approach', the Building Safe and Resilient Communities is an asset based, place based approach working in the communities of Briton Ferry

and Melin and the Upper Amman/Swansea Valley. The programme involves working with partners of the NPT Public Services Board and aims to build on the strengths of the community and change the way public services are delivered within the communities.

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THE NEATH PORT TALBOT COMMUNITY VOLUNTARY SERVICE LIMITED NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025

17 Restricted Grants (cont.)

Swansea Bay University Health Board

Carers Partnership and Engagement - The Regional Carers Partnership Board is made up of

representatives from Swansea Bay University Health Board, Neath Port Talbot and Swansea local authorities, Carers Services/ Centres, Community Voluntary Service (CVS) and the West Glamorgan Regional Partnership. Carers' views shape the work of the Board. To support the engagement of carers across the region.

Citizens Panel - to cover the cost of the citizen panel, eg venue hire, refreshments and expenses. Social Prescribing Service - this service facilitates the referral of patients with health conditions to non­ clinical services or activities that provide a person-centred approach to helping patients with practical, social or emotional needs.

Upper Valley Social Prescriber - to facilitate the referral of patients with health conditions to non-clinical services or activities that provide a person-centred approach to helping patients with practical, social or emotional needs.

Outreach Programme for Diverse Communities - The outreach programme is delivered across the Swansea Bay University Health Board region to support communication and engagement with BAME communities. This officer post specifically works in Neath Port Talbot. Working with partners and stakeholders, the officer will engage with BAME communities groups and organisations to help ensure equitable access to health and wellbeing advice and services.

Community Wellbeing Service (Previously Admission Avoidance) - Home First - funding to support the delivery of the community wellbeing pathway to enable individuals to remain independent in their own home and enabling a timely discharge from hospital.

Volunteer Representatives West Glamorgan - to provide practical support such as equipment and printing meeting papers to enable Volunteer Representatives to undertake their volunteering with the West Glamorgan Regional Partnership.

Prevention Home First - a pooled fund to support ad hoc equipment and support requirements identified through the community wellbeing pathway.

IRCF Funding - Funding to support the delivery of the Capital Funding Scheme.

Third Sector Small Grants Scheme - Third Sector Grant Scheme to promote Health and Wellbeing across Neath Port Talbot linked to the Local Cluster Collaboratives.

Neath Cluster Social Prescribing - this service facilitates the referral of patients with health conditions to non­ clinical services or activities that provide a person-centred approach to helping patients with practical, social or emotional needs.

Pen-y-Cymoedd

Supporting Communities - to work in partnership with local leaders and communities to ensure the fund brings about positive and long lasting changes (in partnership with Interlink RCT).

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THE NEATH PORT TALBOT COMMUNITY VOLUNTARY SERVICE LIMITED NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025

17 Restricted Grants (cont.)

Other Grants

BME Association - the Service Level Agreement with CVS is for the development and provision of an administration service that will support this new Charitable Incorporated Organisation (CIO).

Fynnon Oer Neath Valley - to facilitate a community benefit fund from Fynnon Oer windfarm for Clyne, Resolven and Melincourt.

Fynnon Oer Afan Valley - to facilitate a community benefit fund from Fynnon Oer windfarm for Cymmer and Glyncorrwg.

Social and Micro Enterprise - the organisation receives funding through the West Glamorgan Regional Partnership to support and develop social and micro enterprises within Neath Port Talbot. The project builds Crisis - In This Together - working jointly with the council, this covered the additional costs of supporting people who experienced homelessness during the Covid-19 pandemic.

Volunteer Manager Secondment - the role of the Regional Volunteering Project Manager is to implement a regional approach to volunteering by establishing the principles, practices, processes and key products needed for a regional approach. In line with the approach of the West Glamorgan Transformation Team, this involves working collaboratively with partner organisations and other stakeholders including representatives of service users, carers and third sector organisations.

Diabetes Research Project - the Diabetes Research Project, or CYMELL project, was a collaborative community-based education programme to reduce inequalities in the uptake of diabetes screening among minority ethnic people.

understanding and addressing the needs of communities, the community grant scheme helps us reach out to the people and communities we support and ensure participation is as diverse as possible and includes those who are marginalised.

Understanding the lives of people living with frailty - Community Engagement work to influence the development Regional Strategy.

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THE NEATH PORT TALBOT COMMUNITY VOLUNTARY SERVICE LIMITED NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025

18 GRANTS RECEIVED 18 GRANTS RECEIVED 2025 2024
£
£
£
£
Welsh Government via WCVA:
Core Funding 249,259 197,645
Youth Led Grants 6,650 6,650
255,909 204,295
WCVA
Voluntary Services Emergency Fund - Comic 3,500
Relief
Safeguarding Training 5,917
5,917 3,500
European Funding
Workways + 7,575
7,575
NPT Council
Core Funding 57,972 50,000
Shared Prosperity Fund 384,252 615,746
Cost of Living Grant 107,123
Loneliness & Isolation Project 22,727
Neath Social Prescribing 16,566
Health & Wellbeing Day 634
459,424 795,596
Swansea Bay University Health Board
Core Grant 9,421 8,849
Mental Health Service User Facilitator 20,404 19,620
Building Strong Bridges 45,002 43,271
Mental Health Development 27,082 26,041
Social Value Forum 13,614 13,614
Afan Social Prescribing 9,271 39,284
Our Neighbourhood Approach 142,272 142,272
Carers Partnership 46,120 47,946
Social Prescribing Service 173,056 166,400
Upper Valleys Social Prescribing 23,861 20,212
Outreach Programme for Diverse Communities 48,464 46,600
Community Wellbeing Service 87,512 71,136
Volunteer Reps 367
Prevention for Home First 3,600 4,000
IRCF funding 14,628
Third Sector Small Grants Scheme 39,619
703,926 649,612
Pen-y-Cymoedd
Core Funding
Supporting Communities
50,000
10,006
58,598
60,006 58,598
GRANTS CARRIED FORWARD 1,485,182 1,719,176

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THE NEATH PORT TALBOT COMMUNITY VOLUNTARY SERVICE LIMITED NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025

18 GRANTS RECEIVED (Cont.) 18 GRANTS RECEIVED (Cont.) 2025 2025 2024 2024
£ £ £ £
GRANTS CARRIED FORWARD 1,485,182 1,719,176
Other Grants
BME Association 6,829 6,129
Ffynnon Oer Neath Valley 21,464 18,905
Ffynnon Oer Afan Valley 42,825 41,595
Social Enterprise Support 74,424 74,424
Volunteer Manager Secondment 13,917
Community Cohesion 800
Diabetes Research 1,700
Y Bryn Windfarm 148 4,664
Mynydd Fforch Dwm 5,200
Building Communities Trust 6,667
Tell Emma Grant 498
Understanding the lives of people living with frailty 1,500
Social Work Needs You 947
155,302 167,334
1,640,484 1,886,510
19 PROJECT EXPENDITURE AND GRANTS AWARDED 19 PROJECT EXPENDITURE AND GRANTS AWARDED 19 PROJECT EXPENDITURE AND GRANTS AWARDED
2025 2024
Project expenditure and grants awarded 562,120 900,300
Included in the project expenditure and grants awarded figure for 2025, are the following grants made over Included in the project expenditure and grants awarded figure for 2025, are the following grants made over
£5,000 in aggregation to institutions (no grants were made to individuals):
Ffynnon Oer Afan
Afan Community Fitness Suite 4,790
Afan Valley Swimming Club 5,475
Friends of Croeserw 5,000
Shared Prosperity Fund
Afan Arts 7,187
Afan Community Fitness Suite 4,000
Afan Valley Community Leisure 23,590
Galon Y Cymoedd 24,882
Cymer Afan Community Library 10,000
Dementia Friendly Swansea 32,108
DRIVE Wales 14,975
Enfys Foundation Ltd 12,500
Margam Youth Activities Leisure Centre 18,750
Mess up the Mess Theatre Company Ltd 29,560
NPT Mind 25,483
NPT Shopmobility 12,500
Organised Kaos 19,999
Raspberry Creatives 9,894
Thrive 25,000

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THE NEATH PORT TALBOT COMMUNITY VOLUNTARY SERVICE LIMITED NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025

19 GRANTS AWARDED (cont.)

Shared Prosperity Fund (cont.) View Dove Ltd 22,879 View Glynneath Ltd 14,461 West Wales Rivers Trust 34,606 Third Sector Wellbeing Grant Adferiad 5,000 NPT Mind 5,000 Swansea City AFC Foundation 10,009 View Dove Ltd 4,190 Social Prescribing Service Swansea CVS 108,160

Third Sector Wellbeing Grant Adferiad NPT Mind Swansea City AFC Foundation View Dove Ltd Social Prescribing Service Swansea CVS

Page 31

THE NEATH PORT TALBOT COMMUNITY VOLUNTARY SERVICE LIMITED NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025

20 COMMITMENTS UNDER OPERATING LEASES

Minimum lease payments falling due as follows:

----- Start of picture text -----
2025 2024
£ £
Within one year 3,274 3,092
Between one and five years 3,092
----- End of picture text -----

21 RELATED PARTY DISCLOSURES

During the year the company paid grants of £103,911 (2024: £128,214) to related party organisations who have common trustees.

22 CAPITAL COMMITMENTS

----- Start of picture text -----
2025 2024
£ £
Contracted but not provided for in the
financial statements
----- End of picture text -----

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THE NEATH PORT TALBOT COMMUNITY VOLUNTARY SERVICE LIMITED DETAILED STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 MARCH 2025

2025 2024
£
£
£
£
INCOMING RESOURCES
Welsh Government via WCVA:
Core Funding 249,259 197,645
Youth Led Grants 6,650 6,650
WCVA
Voluntary Services Emergency Fund - Comic 3,500
Safeguarding Training 5,917
European Funded
Workways + 7,575
NPT Council
Core Funding 57,972 50,000
Shared Prosperity Fund 384,252 615,746
Cost of Living Grant 107,123
Loneliness & Isolation Project 22,727
Health & Wellbeing Day 634
Swansea Bay University Health Board
Core Grant 9,421 8,849
Mental Health Service User Facilitator 20,404 19,620
Building Strong Bridges 45,002 43,271
Mental Health Development 27,082 26,041
Social Value Forum 13,614 13,614
Afan Social Prescribing 9,271 39,284
Our Neighbourhood Approach 142,272 142,272
Carers Partnership 46,120 47,946
Social Prescribing Service 173,056 166,400
Upper Valleys Social Prescribing 23,861 20,212
Outreach Programme for Diverse Communities 48,464 46,600
Community Wellbeing Service 87,512 71,136
Volunteer Reps 367
Prevention for Home First 3,600 4,000
IRCF funding 14,628
Third Sector Small Grants Scheme 39,619
Neath Social Prescribing 16,566
Pen-y-Cymoedd
Core Funding 50,000
Supporting Communities 10,006 58,598
INCOME CARRIED FORWARD 1,485,182 1,719,176

Appendix Page 1

THE NEATH PORT TALBOT COMMUNITY VOLUNTARY SERVICE LIMITED DETAILED STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 MARCH 2025

2025 2024
£ £ £ £
INCOME BROUGHT FORWARD 1,485,182 1,719,176
Other Grants
BME Association 6,829 6,129
Ffynnon Oer Neath Valley 21,464 18,905
Ffynnon Oer Afan Valley 42,825 41,595
Social Enterprise Support 74,424 74,424
Volunteer Manager Secondment 13,917
Community Cohesion 800
Diabetes Research 1,700
Y Bryn Windfarm 148 4,664
Mynydd Fforch Dwm 5,200
Building Communities Trust 6,667
Tell Emma Grant 498
Understanding the lives of people living with frailty 1,500
Social Work Needs You 947
Other Income
Training 1,005 990
Practical Services 1,501 1,445
Bank Interest 44,825 32,146
Rental Income 15,319 1,000
Other Income 9,387 4,622
227,339 207,537
TOT AL INCOMING RESOURCES 1,712,521 1,926,713
EXPENDITURE
Salaries 734,030 673,695
Employers NI 69,813 54,771
Pension 74,532 65,242
Advertising and Publicity 3,456 6,489
Audit, Accountancy and Legal Services 30,179 45,446
Bank Charges 195 122
Cleaning 16,407 15,759
Computer Software and Support 23,185 20,776
Equipment and Renewals 54,715 20,071
Fire and Security 4,926 4,270
Forum and Events 18,757 17,121
Group Life Cover 8,300 7,597
Heat and Light 13,541 17,109
EXPENDITURE CARRIED FORWARD 1,052,036 948,468

Appendix Page 2

THE NEATH PORT TALBOT COMMUNITY VOLUNTARY SERVICE LIMITED DETAILED STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 MARCH 2025

2025 2024
£
£
£
£
EXPENDITURE BROUGHT FORWARD 1,052,036 948,468
Insurances 7,202 7,281
Lift Replacement Costs 76,532
Photocopying 6,099 6,662
Postage and Stationery 6,462 6,789
Recruitment 2,576
Refreshments 2,545 2,964
Rent and Rates 1,448 1,391
Repairs and Maintenance 18,152 28,959
Room Hire 818 1,951
Staff Training 3,683 1,863
Staff Travel 4,813 4,898
Sub contracted staff 41,680 52,207
Subscriptions 1,357 1,430
Sundry Expenses 773 1,621
Telephones 15,274 15,688
Training 6,425 4,211
Translation Costs 20 130
Transport 191
Volunteer Travel and Expenses 235 289
Project expenditure
Ffynnon Oer Neath Valley 20,336 23,202
Youth Led Grant 5,610 5,823
Shared Prosperity Fund 353,038 571,962
Cost of Living Grant 107,123
Third Sector Small Grant Scheme 36,036
Social Prescribing Services 108,160 104,000
Ffynnon Oer Afan 38,940 88,190
TOT AL EXPENDITURE (1,731,333) (2,066,210)
NET (EXPENDITURE) (18,812) (139,497)
OTHER RECOGNISED GAINS/(LOSSES):
Gains/(losses) on revaluation of investment property
DEPRECIATION
Fixtures and Fittings 525 525
Freehold Land & Buildings 12, 114 12,114
Computer Equipment & Software 8,116 8,116
(20,755) (20,755)
NET DEFICIT FOR THE YEAR (39,567) (160,252)

Appendix Page 3