Caer
hill Peo
le First
Trustees, Annual Re
ort 2025-2026

Caer
hill Peo
le First
Trustees, Annual Re
ort 2025-2026
Contents
Page
Trustees, Annual Report
Independent Examiners report to trustees
12
Statement of Financial Affairs
13
Statement of Financial Position
14
Accounting Policies
Is
Notes to the financial accounts
18

Caer
hill Peo
le First
Trustees, Annual Re
ort 2025-2026
The trustees present their report of the charity for the year ending 31
March 2026.
Registered charity name
Caerphilly People First
Charity registration number
1067252
Princlple office
Bargoed YMCA, Aeron Place, Bargoed,
CF818JA
The trustees
Ffion 8ethell
Cheryl Smith
Sophie Morgan
Natalie Stapley
AIMS AND OBJECTIVES
Caerphilly People First aims to support all people with learning disabilities
in Caerphilly County Borough through training, information, and the
promotion of self-advocacy. It is a user-led organisation aiming to support
its members- and others- by raising awareness of the rights of people to
make their own decisions, and to determine that services for people with
learning disabilities are appropriately provided.
GOVERNANCE AND MANAGEMENT
The charity is governed by its constitution and is a charity registered with
the Charity Commission.

Election of trustees: According to the constitution of Caerphilly People
First, the charity in a general meeting shall elect the officers and the other
trustees in line with the terms of the constitution.
The trustees may appoint a person who is willing to act as a trustee. They
may also appoint trustees to act as officers. Each of the trustees shall
retire with the effect from the conclusion of the annual general meeting
next after his or her term of office, but shall be eligible for re-election at
that annual general meeting.
CHARITY STRUCTURE / OUR TEAM
Caerphilly People First employs a Manager who works 31 hours per week,
and an admin worker who works 25 hours per week.
Caerphilly People First staff undergo regular supervision sessions.
The management committee, which is equally made up of people with
and without a learning disability, has held two management meetings
during this year, as well as an AGM at which we elected a new
Chairperson, Vice-chairperson and Treasurer.
2025-2026 has been another busy year for Caerphilly People First . As
result of new activities we have offered (as well as continuing popular
existing activities), we have been able to reach out to many more people
with learning disabilities, and have recruited many new members.
HAVING A VOICE
Staff and members have attended the following meetings (some online):
TRAC (Teaching Research Advisory Committee) at the University of
South Wales. 5 meetings.
TRAC Annual Review meeting.
Gwent Citizens Network meeting.

Voluntary Sector Liaison Committee. 6 meetings.
TARAGGAN Committee. 2 meetings.
All Wales People First National Council. 3
All Wales People First Disabled Rights planning meeting.
All Wales People First Adfest 2026 planning meeting.
All Wales People First benefits reform meeting.
"Talking about Employment" meeting with Growing Space.
Lloyds Bank Foundation Deaf and Disabled People Fund webinar.
Aneurin Bevan Health Board ' Understand Learning Disability
Needs" meeting.
Gwent Recovery College meeting to discuss health and wellbeing
courses.
We have attended the following events over the past year:
Caerphilly Parent Network Volunteer Awards ceremony.
Cwm Taff People First annual health check hackathon.
Wellbeing event at Bargoed Community Centre, run by Platfform,
All Wales People First Adfest conference 2025.
Caerphilly Parent Network Trunk or Treat event.
National Lottery funding surgery.
VIVA Fest, a festival for people with learning disabilities, at the ICC in
Newport.
'No Cash, No Rights, protest at the Senedd, campaigning for the right
to use cash.
GAVO Volunteering awards, where we were presented with the
runner-up prize in the Community Advocate category, and were
recognised as a Highly Commended Community Advocate group.
SATV (Self Advocacy PJ) session run by Gerraint from All Wales
People First.
Workshop on eyecare at the University of south Wales.

MEMBERS AND ACTIVITIES
Staff have kept in constant contact with members via phone calls and
zoom. At our office base we are once again at full capacity in terms of
volunteers- we host 12 volunteers per week at our office, some for more
than one day per week.
During the year we have run many projects. Every Tuesday during the
summer and spring months, our members visited the TARAGGAN
educational gardens project in Gilfach where we plant and grow
vegetables. As the gardens were closed for most of the year, we only took
part in 2 gardening sessions during this period.
Also on Tuesdays, the group took part in crafts sessions. We hosted 5
crafts sessions during this period, which were facilitated by Multiply,
attended by 10 people.
On Wednesdays the group took part in our Reconnect through Music
sessions. These are music and wellbeing sessions. We hosted 21 music
sessions in this period (average attendance of 35+ people).
On Fridays we welcomed 50+ people per session to our cookery course,
where members old and new came together to learn new skills, and
socialise. We hosted 24 cookery sessions during this period.
Members also attended 3 Chair Yoga Sessions and 2 reflexology sessions
at our office base.
We also held weekly 'Breakfast and Belonging, sessions, where we
welcomed people to enjoy food, a chat and a cuppa, for 4 sessions.
During this period we went on 2 woodland walks around the Bargoed
area.

ACHIEVEMENTS AND PERFORMANCE
GAVO Volunteering awards 2025 Caerphilly: Runner-up prize in the
Community Advocate category, and recognised as a Highly Commended
Community Advocate group.
TRAINING
Staff and members have attended the following training courses/session5:
Online Hate Crime training, run by Noah Nyle from Victim Support.
Manager Christy Taylor attended a level 3 Safeguarding training
course.
Staff and members attended a First-Aid level 3 training course.
We welcomed Innovate Trust for a four-week project during which
we learned about using less energy and becoming more eco-
friendlv.
PARTNERSHIP WORK
We have met and worked with various individuals and organisations,
including;
TARAGGAN Project (community allotments}
Caerphilly Parent Network
Welsh Government
Bargoed YMCA
Mandy Jenkins, Welsh Ambulance Service
All Wales People First
Aneurin Bevan University Health Board
Caerphilly Person to Person
Caroline Roberts, Contract Monitoring Officer, Caerphilly CBC
Alyson Morris, Contracts and Commissioning Team, Caerphilly CBC.
Joe Powell, Chief Executive of All Wales People First.

Nadia Bogdan, National Lottery.
Stacey Rees, University of South Wales.
We have worked with other People First groups, including Blaenau Gwent,
Newport, Cardiff, Monmouthshire, Cwm Taff, Rhondda Cynon Taff, and
Merthyr People First. We worked particularly closely with Cwm Taff
People First, in planning events, and were paid by them for running
training sessions for their members.
We have worked particularly closely with the University of South Wales.
Members have been paid to take part in simulation sessions about people
with learning disabilities having a baby, playing the role of patients in
hospital, and being a patient on a ward. Members also took part in
another training day when they talked about their experiences when
using healthcare. These sessions aim to teach student nurses more about
the lives of people with learning disabilities.
We continue to have a very good relationship with Caerphilly County
Borough Council and are in close contact with Directors, Managers and
other people who work for the council. We meet with Social Services
Management on a quarterly basis. We were awarded a new service level
agreement in April 2023, which will last for 5 years, and we receive £9,101
core funding per quarter from them.
ADDITIONAL WORK AND ACTIVITIES
Caerphilly People First hosted a student nurse from the University of
South Wales for a week.
Staff and volunteers took two visits to Barry Island on the train, as
part of a travel training exercise facilitated by Transport for Wales.
We took part in a sponsored walk around Pen-y-Fan pond in order to
raise money to pay for members to attend the All Wales People First
Adfest conference.

Members translated a consultation about yoga into an easy read
version for Lisa Harwood of Echo Yoga.
We made two visits to Lewis School to take part in the First Giving
programme, and students raised £75 for Caerphilly People First.
Staff and volunteers worked together to update the risk register for
Caerphilly People First.
We visited Able Radio in Cwmbran on 2 occasions, recording
interviews for broadcast each time.
INFORMATION SHARING
Caerphilly People First produces a quarterly newsletter which we send to
95 people online. We have a Facebook page which is followed by 1,600
people, an Instagram page which has 172 followers, and a TikTok account.
FINANCIAL REVIEW / PROJECTS & INCOME
Our core funding comes from Caerphilly County Borough Council.
This has been guaranteed until April 2028. During the year we were
provided £36,539 by CCBC.
Funding also came from:
Local Giving who provided £845.
The National Lottery, who provided £33,403. which went towards
salaries and various project costs.
The University of South Wales, who gave us £4,363 for work carried
out on their behalf by our members.

The Bally Thomas Fund who gave us £7,000, which was unrestricted
funding.
Throughout the financial year we kept and updated an income and
expenditure forecast. The accounts reflect that funds are available to
continue providing the charity's ongoing projects, however the
dependence on continuing grant aid poses a potential risk. We are
managing this risk through strengthening our financial management and
developing our fundraising activities.
RESERVES POLICY
The board of management strives to maintain reserves to ensure that the
charity can continue its work. To this end it aims to hold sufficient
reserves to maintain its work for six months.
RESPONSIBILITIES OF TRUSTEES
The charity's trustees are responsible for preparing the trustees annual
report and the financial statements in accordance with applicable laws
and regulations.
The law applicable to charities in England and Wales requires the trustees
to prepare financial statements for each financial year. 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 charity and the
income and expenditure of the charity for that period.
In preparing these financial statements, the trustees are required to:
Select suitable accounting policies and then apply them consistently.
Make judgements and accounting estimates that are reasonable and
prudent.
State whether applicable accounting standards have been followed,
10

subject to any material departures disclosed and explained in the
financial statements.
Prepare the financial statements on the going concern basis unless it
is inappropriate to presume that the charity will continue in
operation.
The trustees are responsible for:
Keeping adequate accounting records that are sufficient to show and
explain the charity's transactions, and disclose with reasonable
accuracy at any time the financial position of the charity and enable
them to ensure that the financial statements comply with the
Charities Act 2011 and the Charity Statement of Recommended
Practice (FRSSE) 2015.
Safeguarding the assets of the charity and hence for taking
reasonable steps for the prevention of fraud and other irregularities.
The maintenance and integrity of the charity's information included
on the charity's website.
The trustees, annual report was approved on
behalf of the board of trustees by:
11 0 1 .24nd signed on
Ffion Bethell
Trustee

Caerphilly People First
Independent Examiner's report to the Trustees of Caerphilly People First
Year ended 31 March 2026
I report to IfE Irusless on my examirkltion of ts financial slatements of Caefphilty People First I'the charity)
for the year e￿Ied 31 March 2026.
Rè8pon8lbllkles and basis of rgport
As trustees of the cttarity you are responsib￿ for tke preparab'on of the fina￿la1 statements in
accordance with ttrE requirements of the Clk4rities Act 20111't￿ ACVI.
I report In respect of my examination of ¢hanty's fina￿la1 stslemenis carried out U￿jer section 145 of
the 2011 Act aThY In carryirg out my examinabon I Iwve folbwed all the applicab￿ Directions given by 11
Charity Commission u￿ler section 1451511b} of the AGI.
Independent gxamlnerfs statement
I have CoMp￿ted my eyamination. I confom tIBt Th) material matters have Come lo my attention in
Connection wlh t￿ examination giviro me cause for ¢oncem to belive that in ary nwlerial respect..
1. a￿oUnt1rQ records were r￿1 kept in respect of charity as required by section 130 of tre A¢t,' or
2. the financial statements so not accord wlh trtjse records., or
3. the firkqrcial statements do rol comply wtlh applicab￿ requirements cortem1￿ the fom and content
of accounts sel out in Charities IAccounls and Reports) Regulations 2008 other than any requirement
that acounls give 8 '1rt£ aThJ fairf view which is mt a matter Cor￿Idered as part of indepe￿Ient
examination.
I have rK) ¢0￿m5 aTrJ have come across r¥) otrer matters in connectson wlh the eyam1r￿tIOn to thich
attertion S￿)ukj be drawn In this rewrt in order to enab￿ a proper uTrJerstaThJir4J of the accounts to be
acl￿d.
Mr m￿hael Fisher
lTh*ependenl Examir*r
14 GLAS Fryn
Peryjediarf￿l
HENGOED
CF82
1st 2028
12

Caerphilly People Flrst
Statsmont of Fln4ncl•l Actbvltlo•
Yo4r End•d 31 Alarch 2026
2026
20¥
Titsl fvnd•
Tot4 T￿¥
50,442
33.403
03.845
108.820
26,1)>
Tot•1 ￿¢0m•
133.909
Exp•rtdlt*•
49.440
33.403
82.843
93.429
Toi•l •xpMd*urn
49,440
40>
12.143
93.419
and n•1 rnovqffl•nt kn luth
1,IX2
R•ton¢lll•tlon ollund•
Tow troLyM Iofward
43,612
20.018
63,630
23,lQ)
Tot•1 Ivnd• wvl•d lor*ud
44,814
30.011
04.632
3,610
Tth Icti￿# Intr• yw
Irr4m• •rdd ew*ibJ• Irttffl o)r*r•JrYJ
13

Caerphilly People First
Statsmont ol Flnancial Position
Year Ended 31 March 2026
2021
2025
Nol•
ury•nl u•ots
Deblorn
C•sh 41 bank •TrJ in
11
64,832
83,630
Tot•1 kncorn•
64.632
6J,iJO
Crnd#orn.' •mounts f•Mknu du• w#hln on• ymr
Not CuTh•nt a•••t•
14,632
63,630
To41 •M•t• Iw euff•nt U•bL4t
64,632
63.630
N•¢ A•••l•
4,832
Fund• ofth• ¢h•rty
Rosin￿ed I￿*
Unr•$inthad fuThYa
20.018
44.614
20,018
43.612
Totsl ch•rky fund•
14,8J3
83,830
Iln•nd•l •tst•mnt• ¥wr• ipprov•d by board ol tntytw• •Thl aLthJrt••d lor iiiw on
On b•hoff of bDifd by.
?7 0
ar•
Miss FlvTr B•t￿
T￿￿¢
14

Caerphilly People First
Accounting Policies
Year Ended 31 March 2026
Basi• of preparation
T1￿ particular accountin19 pots'cies adoptod are set out bekjw.
Accountlng ¢onvenlJon
The financial statements are Prepared on a gorwJ Ca￿eM basis, uNier th8 historical co8t convention.
Th8 finarLial slatemert8 are prepared in stirting, is the functional currency ol the entity.
Golng Con¢gm
Tke charity is entirety dependtsnt on eontinuiThJ grant aid and a8 a cor*8querLe tha goiryJ corcem basi8
in also depend8nl on Ihe conlinuing grant aid
DlJGlo•ur• •xompUon
ontity satisfie$ th8 critèria of beiry a qualifying entity as defirnd in FRS 102. As $l￿tt, advantage
h89 been taken of th8 folbwing discbsure exemptions availabkn urKler paragragh 1.12 of FRS 102,.
181 No ¢a$h fk*w slalement ha8 be8n presented.
Ibl DisclosLW?s in resped of fina￿•81 instrum8nt8 have not been presented.
Judgements and key *ource• of ••llmatknn uncertalnty
pr8p8ralion of the finarKial 8tatement8 requir8$ management to make i￿19emorrtS, estimat85
agsumplions that aflect amounts reported. These eslimales and judgements are Continual￿ reviewed
and are based on experience and other f8Ctors. including expectations of future events that are believed
to be reasonable unde¥ the circumstar￿88.
Fund •ccountlng
Unr5eslricted funds are avoilobk lor the u$e at di$ci&lion of the Iruslee¥ to further any of the ¢harity'
purposes. Reslricled funds are subjected to restrictions on their expenditure declared by the donor or
through the terms of an appeal, and fall irrto one ol ￿ sub-classes.. restricted ir￿orne funds or
endowm8nt furKIs,
15

Caerphilly People First
Accounting Policies (continued)
Year Ended 31 March 2026
Incomlng mourco•
All income is ir￿lUded in ItrK8 statement of finar￿181 activities when entilbrnent has passed lo charity. it
1$ prOb8b￿ that the ecommic betwfit8 associated wlh trar￿aCtIon Wbll fk)w to the charity and ttr
amount can be reliabty measured. Tte folbwing specific policies are applied lo particukr categories of
I￿orne..
Income from donations or grants15 recognised when there15 evidence of entltlement to the gift receSpt15
probable and the amoynt can be measured reliably.
Income from donated goods Is measured at the fair value of the goods unless thls Is Impractlcal to
measure relalbly. In whlch case the value Is sderlved from the cost to the donof. Donated facilities and
servS¢es are recognised In the accounts when recelved If the value can be rellably measured. No amounts are
Included for the contrlbution of general volunteers.
Income from contract5 for the supply of servlce51s reco8nised wlth the dellvery of the contrarted service.
Th15 is Classilied as unrestrlcted funds unless there Is a contractual requSrement for It to be spent on
partlcular purpose and returned If unspent, In whlch case It may be regarded as restricted.
R••otsrce• oxpond•d
Exp8nditL* IS WQgnised on an a¢tual b8818. E>4)er#Jilure i￿lL￿leS atry VAT vthch carmt be futy
rocoved, 8nd is ckq88ified under h8adirvJs of the statel￿nt of flnarKial activities lo vthich it rekgtes..
Expendlture on charltable actlvities includes all cost5 incurred by 3 charity In undertaklng activitles that
further Its charStsble alm5 for the benefit of all its benefi¢iaries, includln8 those support costs and costs
relatln8 lo the governance of the charSty apportioned to charltible attivStles.
AU cost8 are albcal•d to expendituro c8tegorio$ refkntiThJ the u8e of the regource. Direct cost8
attrib¢Jtabl8 to a 8infvJl8 activity are albcaled direclty lo that activity, Shared ¢o$t$ are apportior￿d
bet￿en activrties t￿Y contribute to on a reasonablg, justifiabb aTrY consistant basi¥.
Tanglble a••ots
All fixed assets afe irnlialty recorded al ¢osl. No item coslirvJ18SS than £1,000 is caprtalised.
Dopreclatlon
Oepfeciolion 1$ Ca￿￿￿ted 80 as to wrtte off the cost or v81uation of an asset, its residugl value, over
the Ltseful ecoromic hfe of that a￿9t as fo￿w..
Equipment- 33% pei annum $lraight lirn basis.
16

Caerphilly People First
Accounting Policies (continued)
Year Ended 31 March 2026
T•xatk)n
As a registered charity. th8 charity is exmpl from ir￿orne tax lo the extent that 1st i￿ome gairts are
applicable to Charitab￿ purposes onty. Valu added Tax 1$ Thjl ffjcoverabie by tl* charity arKI Is th8iefora
Inc1￿￿ed in th8 rekfjvanl costs in ststement of finar￿la1 activities.
Wlndlng Up or Dllsolutlon of th• Charlty
If upon windirg up or di8solution of th8 chanty Ih8re remains ary ass01$. after tho $8ts8faclion of debt$
and liabilities. the assets represented by the accumuLgted fund shall be tran5ferr8d lo some other
Charitab￿ body 01 bodies havirKJ $imiLar obpclives to the Charity.

Caerphilly People First
Notss to the Flnancial Staternents
Year Ended 31 March 2026
1 Stst4morrt of CompU•n
Ttr¢se 8tstsThrt8 yeparfrj In ￿Mpha￿ with FRS 102. 'T￿ Fi￿￿18￿ Raptrrt starda￿ Apphcobkn In 11
UK Repthlic of Irehrd,. Slalemerrt el Rocomrnerded Pradic* 8pp&cabb 10 ch8ntes tKep8rfrs ltsir accounts in
•crx)rd•w FI￿r¢ll RopDrtiry Si•rnJard awicabkn In Its UK Repthlc of Iro￿ThI IFRS 1021 Ichonbes SORP
IFRS 10211 ard If* clw11￿ Aci 2011.
2 chArt)￿
2026
UnreJlrtctsd R•stnct•d
Tot•1 fun
C￿[phIty Co(rty 80{Ko￿￿cQW￿il Service Contracll
Nalion•l Lotmry
011￿r br￿orne Irom chanlabkn Ktwi￿oI IlrL Int•rniti
N8tronal GTrJ
Irrfv•tiv• Tn•l
Caerphlty P8ffjrrt Ntr￿0
G8rfi¢kl VV•iion
GAVO
Local Givi
Urdv•rnity el South Wabi
Bai* T￿MIl FUTh#
36.404
33.403
33,403
1,829
1.829
845
50.442
33,403
83.846
2026
Unreblrictsd R•stnct8d
TrA•l lundB
C8#rphlty CO￿ 8our0￿h CO￿11 S•NU Contmct•
RCT Peop* Fir8t
ot￿r br￿rne from ¢I￿nI&￿* activibei
NatsoMI Lott•ry
GAVO
36,539
1,613
603
32,e03
1,813
32,603
8,340
2.280
OLY Voice Our Ch)Ico
earC￿SIer
MooThYarte FOU￿allOn
Local GiviryJ
UrHver5ity of Soirth Wabs
lfftvat8 Tntsl
Posicode Lotièry
2,280
3,600
1,283
150
20.LVJ
1,283
150
49.936
108,820
LlrYesln"¢t¢O Total UnrestrKIBd
fu%Js
2026
2025
FLnaFai51rg wert8 la*trngrt for reaer¥e BccowTrl Irrto •ceo¢Jrts1
2695

Caerphilly People First
Notes to the Fln•nclal Ststements Iconllnued}
Year Ended 31 March 2028
4 ExpDndttum on acifvklos ty fund typ9
2026
Unr8Jtrlct•d R•Jtnct•d
Tot•1 lund•
18,818
32,622
33.403
JO.221
32.622
Sw>)rt colts
49,440
33,403
82,B43
202S
UrY¢sirid•d R•itrlcthd
Tctsi I￿￿•
10.SJS
26.958
49.938
,471
28,960
Swrt colts
43,493
49.936
93,429
S Exp•ndKurn on Gh•thbl• •ctlvRkn ty •¢tfvty typ•
urn1•rtAken
dirn¢ty
Swport Tot•1 Fynth T¢*•1 Fund•
2026
2026
C￿r￿ble •Co￿ty￿1
Gov•rn•ru colts
60.221
30,e62
60.883
1.960
90,087
3,381
50.221
32.622
82.443
93,429
O kKl•pDnd•rrt •x*nlnth f••*
2026
2026
F•e8 pay￿kn to IJ* irnJ•p•rdert •x•miMrlor.
I￿e￿￿18[rt •x•rnination of Ih lin•ncial italemerts
19

Caerphilly People First
Notes to the Fln#ncl•l Stal•ments Icontlnuodl
Y•ar Endèd 31 M4f¢h 2026
7 8taff
Tt* •t•ff co•lB arkj lortr• rnporbrYJ pwlod arn ar•ty5r•J as lo*i%w4.'
2036
2026
Waoos aThS S81arte8
Sod81 SIC￿ty Cos
EMpbY•r￿rtrtb￿rn lo p￿￿On pknrrf
57.34P
52.870
1.6
3.714
9,029
T￿ •wr•q• Of•r￿￿YO￿l d￿tyJ yurwal 412025." 41. aw¥p• runmr of fthfin••4thknrl
y8u dth1ry yearli omy￿j •• fo•Jw'
242•
2021
No •ff¢b)y•• •mpk)fft t•r*lh• ol nb)r• tr¥n £80.C#]O y8•f12020 Nlll.
No r•mLr•rnllon OF oitsr ￿r•ll18 from •rWyrr•rl ¢Th•rtty Of 4 •rtty fo￿4￿j by •ry
12054. NI
No p4yrr*rti y￿r￿ mDd• lo •rpi Inye*i {2025 NIII.
• T•n9*b• ftY•d ••••ts
equtyMn¢
Tot•1
CMI
AI 1s1 Aw 2025 4r•J 31 MKh2020
11.930
Al l•1 Aw2025 31 Pl*th2028
11,9
11.9
C•rrykn¥ imount
Al 31 Mar ?02e
Al 31 Mor 2025
10 D•bior•
202$
2020
Pr￿Y￿e￿I Accn*J IrLow
Ollw thbtorn
20
2025
Sodal 88a¥lty •ryl D￿r t8yo8
20