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2021-03-31-accounts

REGISTERED COMPANY NUMBER: 04193486 (England and Wales) REGISTERED CHARITY NUMBER: 1105203

UNAUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2021

FOR

AGE CONCERN NEATH PORT TALBOT TRADING AS AGE CONNECTS NEATH PORT TALBOT

Bevan Buckland LLP Ground Floor Cardigan House Castle Court Swansea Enterprise Park Swansea SA7 9LA

AGE CONCERN NEATH PORT TALBOT TRADING AS AGE CONNECTS NEATH PORT TALBOT

CONTENTS OF THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2021

Page
Reference and Administrative Details 1
Report of the Trustees 2 to 15
Independent Examiner's Report 16
Statement of Financial Activities 17
Balance Sheet 18 to 19
Notes to the Financial Statements 20 to 34
Detailed Statement of Financial Activities 35 to 36

AGE CONCERN NEATH PORT TALBOT TRADING AS AGE CONNECTS NEATH PORT TALBOT REFERENCE AND ADMINISTRATIVE DETAILS FOR THE YEAR ENDED 31 MARCH 2021

TRUSTEES D Jones P Powell M C Samuel B Trahar L Veale Mrs S Penry Mrs T Davies F P Prosser Mrs S Freeguard (appointed 1.4.21) COMPANY SECRETARY D A Richards REGISTERED OFFICE 37-38 Alfred Street Neath West Glamorgan SA11 1EH REGISTERED COMPANY 04193486 (England and Wales) NUMBER REGISTERED CHARITY 1105203 NUMBER INDEPENDENT EXAMINER Bevan Buckland LLP Ground Floor Cardigan House Castle Court Swansea Enterprise Park Swansea SA7 9LA

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AGE CONCERN NEATH PORT TALBOT TRADING AS AGE CONNECTS NEATH PORT TALBOT

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2021

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 2021. 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).

OBJECTIVES AND ACTIVITIES

Objectives and aims

Age Connects Neath Port Talbot's Charitable Object

"To promote the relief of elderly people in any manner which now or hereafter may be deemed by law to be charitable in and around Neath Port Talbot County Borough County Borough and the City and County of Swansea".

Mission Statement

"To provide community-based services that facilitate social inclusion, while promoting a healthy and active retirement and continuing independence for the older citizens of Neath Port Talbot".

Corporate Priorities 2016 - 2021

Delivery Strategy

Through our marketing efforts and outreach delivery strategy, we aim to make our services as accessible as possible to older people from across our area of benefit. Information from the Age Connects Neath Port Talbot's Charitylog content management system/database is cross referenced and analysed extensively and provides a firm basis for forward planning.

We offer differing levels of support according to individual need. This ranges from the provision of information and advice through our telephone helpline, network of neighbourhood information points, Positive Ageing Ambassadors, website, social media platforms, special events and talks, through to participation in our Community Outreach Hubs, health promotion activities, befriending groups, Good Neighbour Schemes and on-going welfare benefits and advocacy casework. Service users can access our free services through home visits, one to one appointments, drop-in service, social media platforms, website and/or by visiting our community outreach locations. Please note that during this financial year, many of our face to face services were temporarily suspended in line with government guidelines surrounding the COVID19 Pandemic. Throughout this reporting period, service delivery has been remodelled to ensure that our services were delivered safely and efficiently in order to continue supporting local older people.

Public benefit

When planning our activities for the year, we have once again focused our activities on providing accessible community-based services that facilitate social inclusion, while promoting a healthy and active retirement and continuing independence for the older people. We continue to work closely with all our partners to address identified needs within the strategies of the Local Authority and Welsh Assembly Government. Age Connects Neath Port Talbot has two main areas of charitable activity for public benefit; Independent Information, Advice and Advocacy and Health and Wellbeing.

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REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2021

ACHIEVEMENT AND PERFORMANCE Information, Advice and Advocacy COVID19 Response Service

The COVID19 pandemic has brought with it extremely uncertain times for the whole population and has had an immediate and longer lasting impact on older people. In recent years we have focused lots of resource on promoting independence and improving wellbeing by encouraging/supporting participation in our community outreach hubs. However, with a lockdown looking extremely likely, we began remodelling our services in March 2020 to prepare for what we envisaged being an extremely challenging environment for local older people and ensure sufficient support services and clear referral pathways were in place.

When the public health announcements came, we suspended our Community Outreach Programme and immediately focused all our efforts on the growing demand for assistance with basic but essential tasks. For those with no local family, friends or neighbourhood support networks in place, we devised a programme of activities that would run alongside our core services and enable older, vulnerable and those on the shielding list to stay home, stay well and stay connected whilst following government guidelines. We have delivered multiple front-line services to directly improve emotional and physical wellbeing and ensure some of the most vulnerable in the community could adhere to social distancing and other government guidelines. Feedback has clearly indicated that our COVID19 Response Service has not only provided essential humanitarian services such as groceries and prescription/medication collection and delivery, but also significantly reduced loneliness and isolation.

We quickly began to forge stronger links within the community, including close working with the early development of NPTCBC's Safe and Well Service, local Councillors, statutory providers, third sector partners and private providers, and really grasped the impact that front line partnership working can have. Due to the nature of our remodelled provision, our services had maximum reach to older people throughout NPT. This was achieved by:

Whilst this has been an extremely difficult period for our service users, it is also important to note that remodelled services have also contributed to improved confidence, increased social networks (non-face to face), increased independence and a greater ability to maintain choice and control in their lives during an extremely challenging period. We continue to learn from our current provision and adapt to ensure it is as accessible and user friendly as possible. Moving forward into next year, we will continue to provide a range of front-line COVID19 Response Services and hope to fully engage with service users to understand the challenges faced through periods of extended isolation and what support is required to maintain wellbeing physical and emotional wellbeing.

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REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2021

Performance Indicators

Total number of service users 6,679
COVID 19 Response service users 1,230
Welfare benefits accessed >£850,000
Information and Advice 1,727
Volunteer hours >£50,000
Volunteer in-kind support, nominally valued at >£600,000
Foot Care Appointments 1,106
Food poverty/Caring for Christmas service users 1,378

A grant from Neath Port Talbot County Borough Council contributes to the costs of operating our telephone helpline and delivering our county wide information and advice service. The shortfall is made up from fundraising activities and contributions from our general funds.

*Please note,

Telephone Helpline

Calls to our telephone helpline remain the most popular method of contact for service users. Our call monitoring system shows that we handled 12,644 calls. Our helpline is ordinarily available to service users and partner organisations between the hours of 08:30am to 4:30pm Monday to Friday, but during the height of the pandemic was extended to 6pm and Saturday mornings. The most popular reasons telephone calls have included:

Website

Our website remains an integral part of our information and advice service and is regularly updated to include seasonal events and campaigns. This year, the website proved extremely useful to provide updates on government restrictions and guidelines, as well as being a source of relevant information, advice and available support/services. This was reflected in our web statistics this year where we experienced 4,647 unique users (13.5% increase from last year). We envisage that this included large numbers of individuals accessing specific COVID19 related material and our statistics again highlighted increased traffic via mobile devices.

Social Media

The continued growth and popularity of social media with both individuals and organisations has provided us with effective marketing/media tools that we will continue to develop throughout 2021/22. During the year, we have increased efforts to promote our services and highlight government restrictions and advice which has led to increased direct communications with service users and their families via this platform. Currently on Facebook, we have a five-star rating, have 1,065 followers and 954 page likes. We also have 529 followers on Twitter and plan to utilise this platform further in the coming months.

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REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2021

HOPE Advocacy Project

HOPE delivers advocacy support at a community level through a range of advocacy models by recruiting, training and supporting project volunteers. HOPE supports service users at an early stage in their issues/concerns to help prevent them reaching crisis points. This is of particular importance due to the impact that the ongoing pandemic has had on the lives of older people and the potential need for increased support to reengage with their communities. HOPE is establishing a training programme which will enable advocates across Wales to further develop their skills and knowledge, whilst also offering training opportunities and workshops to other professionals who would benefit from greater awareness of advocacy.

Positive Ageing Ambassadors

Our Positive Ageing Pilot Project identified, recruited and supported local businesses and services to become 'Ambassadors' for older people living in their area. The aim was to help shift local community attitudes towards the ageing process from the often negative view associated with ageing, of failing health, both physical and mental, the loss of loved ones and friends and not feeling an older person is active and valued in the community. This project offered increased outlets, in the shape of businesses and services in the community, to help champion the ageing process in a positive manner, offering older people the opportunity to talk to others, to participate and to feel valued in their own locality, improving feelings of belonging, wellbeing and a raised quality of life. It was educative, as it raised awareness amongst local business people and their employees of some of the difficulties faced by older people and at the same time, it helps effect a culture change, by supporting people in the wider community to be more understanding, respectful and to value older people. This also provides the foundations for developing an Age Friendly Community. Unfortunately, further development of this project was hindered by the COVID19 pandemic, but those Ambassadors that were involved in the pilot schemes were better equipped to support local people through an extremely challenging time.

Talks Programme

Unfortunately, our community based talks programme which is ordinarily delivered to a range of older person's groups/clubs/societies and partnership organisations across the county borough was suspended due to government and Public Health Wales restrictions.

Income Maximisation

We have maintained our Department for Work and Pensions (DWP) 'Alternative Office' status and will continue to adhere to all the required policies. Holding this important status has various benefits including allowing the first date of contact with the Alternative Office to be considered when deciding the start date of entitlement. It also allows streamlining of the process, as the application can go directly to the DWP decision maker with all supporting evidence already verified.

Many vulnerable older people that are living on State Pension may be entitled to extra financial support and there are a range of benefits and allowances which can make their lives easier and more comfortable. However, the downside of this is that claiming any of these entitlements starts with filling out lengthy and often complex forms. Although we received no funding to run the Welfare Rights programme during 2020/21, an average of 78 people per month benefited from the service which includes benefit checks, form completion, review forms, mandatory reconsiderations, appeal support and specialist advice/guidance. In addition to the £850,000 raised in previously unclaimed benefits, a significant number of service users also accessed severe disability premiums, pension credit payments, council tax deductions and assistance with rent payments.

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REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2021

Free Legal Services

We continued to develop and work in partnership with a range of Solicitors and have provided an ongoing free Wills and free Will Review service, as well as a range of other important legal services such as Power of Attorney, Probate and Protection Trusts for local older people. During the pandemic, several of these services were temporarily suspended before moving to digital platforms such as Zoom and Microsoft Teams. This service is growing in popularity and is making a real impact in ensuring older people have appropriate plans in place for the future. We have again offered appointment based free Legal Clinics with a range of local solicitors where service users are able to receive 30-45 minutes free advice on various issues affecting older people and their carers.

Neighbourhood Information Points

Where safe and appropriate, we maintained a network of Neighbourhood Information Points in urban and rural locations across the county borough. These are strategically placed information stands that display our helpline telephone number and a range of printed information - literature was updated where possible to include up to date COVID19 information and available support.

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REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2021

ACHIEVEMENT AND PERFORMANCE Health and Well-being Community Outreach Services

Previously, the location of our offices/community bases, demographics of our volunteer team and/or financial constraints hindered many people living in the more rural areas of the county borough from benefitting from our full range of services i.e. our home visiting scheme or community based activity programmes. To tackle this issue, recent years has seen the development of Community Outreach Hubs across Neath Port Talbot to provide robust localised services. Prior to the pandemic, our network of established Community Outreach Hubs were being delivered weekly in Neath, Margam, Port Talbot, Pontardawe and Glynneath as well as activity programmes based within registered social landlord facilities. These Hubs have been a huge success in highlighting the need for local provision of specialist information and advice, income maximisation, social inclusion opportunities, health and well-being activities and advocacy services and are an excellent opportunity for older people to access our services.

Unfortunately, due to the model of provision, all Community Outreach Hubs were suspended at the start of this reporting period in line with Government restrictions and Public Health Wales guidelines. All attendees were contacted to establish the need for COVID19 Response Services and digital support groups were set up for those outreach groups who were able to access digital platforms. Our Community Outreach Hub service users were contacted regularly and when restrictions allowed, safe doorstep visits and outdoor activities/meetings were facilitated in smaller groups.

Good Neighbour Scheme

Following continued national funding and service cuts, increased numbers of older people who are physically fit but lack assistance and/or basic support needs to be able to return home from hospital are spending increased and sometimes unnecessary time before being discharged. Our service aims to help 'plug the gap' by providing eligible older people with a regular visit from a volunteer to have a chat, reduce loneliness, socialise, complete low level practical tasks such as local shopping and prescription collection or even to accompany the person to the Doctors surgery etc. This service has been integrated in to our COVID19 Response Service (page 2) to ensure that some of the loneliest, isolated and vulnerable older people can access vital humanitarian support and stay home, stay well and stay safe.

Telephone befriending

During this reporting period, there has been significant increase in demand for this service as a direct result of the COVID19 pandemic and the service has also been integrated in to our COVID19 Response Service (page 2). To help alleviate loneliness and isolation and identify if any additional services/support is required, staff and volunteers have provided regular telephone befriending phone calls.

Keep Well this Winter

Despite having no designated grant funding in the winter of 2020/21, we continued to offer the most up to date information and advice for service users. We circulated and provided leaflets, provided advice and support on home energy efficiency and keeping warm and well via digital platforms/social media and via doorstep visits when restrictions allowed.

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REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2021

ACHIEVEMENT AND PERFORMANCE

Caring at Christmas

We wanted to reach out and show support in the approach to Christmas 2020 for those with limited support networks who would be facing spending the festive season in isolation. This service involved a simple gesture of kindness by providing a gift bag which included essential food items, festive food items, small gifts and personalised cards and decorations made from a new partnership with several local primary schools. This also provided an opportunity for our team to carry out a doorstep wellbeing checks to identify any additional support needs both internal and external to Age Connects NPT - 1,378 gift bags that were printed with Age Connects NPT's contact details and included other useful information were delivered directly to service users' homes.

Volunteering Programme

As a direct result of remodelling our services and diverting increased resources to our COVID10 Response Service, we recruited almost 150 new volunteers in a very short space of time. We were overwhelmed with those who came forward to volunteer with us and as a relatively small charity, this support enabled us to scale up our provision and assist even more older people during the pandemic. All volunteers were DBS checked, received induction training and specific COVID19 response training, and were issued with several training resources to assist with their new community role. Ordinarily, volunteers would complete several of our additional online training modules, but due to the immediate need to mobilise this new volunteer team, there was some flexibility introduced around non-essential training modules. It was fantastic to see that we attracted lots of volunteers that are not our 'typical' volunteer who all brought with them various levels of experience and backgrounds to provide a real broad and robust skill set.

Our volunteer team work directly with older people, provide administrative support or help with fundraising activities and have collectively committed approximately 50,000 hours of support enabling both the charity and residents to benefit from their skills, expertise, time and dedication. The equivalent monetary value for this in-kind volunteer support in excess of £600,000 which has been based on the Office of National Statistics (ONS) hourly rate for full time employees in Wales. We will work hard to retain these new volunteers' skills both for our immediate/ongoing response and moving forward in future projects to maximise resources available and help ensure we can improve the lives of some of the most marginalised in the area.

Our volunteers are highly valued and recognised as an essential part of the organisation and have been given the opportunity to gain new skills and knowledge, build their social networks, give something back to their community and if appropriate gain an up-to-date reference. Throughout this past year, a range of accredited and non-accredited training has again been offered to both existing and newly recruited volunteers. Training was delivered on topics including but not limited to COVID19, Welfare Benefits, Nail Cutting, Information and Advice, First Aid, Protection of Vulnerable Adults (POVA), Ageing, Communicating Effectively, Person Centred Care, Assessing Needs, Challenging Behaviour, Confidentiality, Food Hygiene and on our products and services. We are pleased to that during the year, we recruited two fixed term, part time staff who made the transition from COVID19 Response Volunteer to Community Support Workers.

It is only with the support of our volunteers that Age Connects Neath Port Talbot can provide a range of services at such a high quality, and therefore we would like to take this opportunity to formally thank all of our volunteers for their input into the organisation.

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REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2021

ACHIEVEMENT AND PERFORMANCE Income Generation Foot Care Service

This very convenient and affordable service for older people is well established across the whole county borough and is providing a regular surplus for the charity. The service provides nail cutting and a range of non-surgical procedures. All team members are retired nurses or healthcare professionals and have completed extensive training. To maintain the service at the highest standard, the team receive regular supervision and utilise Podiatry Service best practice guidance to deliver the service. As a direct result of the various restrictions in place throughout the year, the foot care service experienced several periods of suspension in order to protect our service users, many who are vulnerable and have additional health conditions/contraindications. However, when restrictions allowed and all guidance around PPE and contact services were followed, we provided 76 community clinics which delivered 778 appointments and 66 Home Visiting days which delivered 328 appointments, taking total appointments for the year to 1,106

Service users have accessed risk assessed community-based clinics which are held in various accessible venues, including a purposely adapted room at our Head Office in Neath. If service users were unable to access any of these clinics, when restrictions allowed, they were provided with a home visit appointment, a service that operates across the whole region.

Home Fire Safety Checks

Through our service level agreement with the Mid and West Wales Fire and Rescue Service, we provide free Home Fire Safety Checks to residents who are deemed to be vulnerable and/or at high risk. This service is ordinarily delivered by a team of experienced volunteers who visit domestic properties to provide home fire safety advice and supply and install a range of equipment (smoke alarm, extension lead, carbon monoxide alarms, stove alarms and fire retardant clothing/bedding etc.) free of charge. The checks are the cornerstone of the proactive role the Mid and West Wales Fire and Rescue Service is adopting in its drive to reduce the deaths and injuries that are caused by accidental fires. Our aim is to make this service as accessible as possible and following a new process developed by Mid and West Wales Fire and Rescue Service, we began providing Home Fire Safety Checks via the telephone. Whilst these checks were not as robust as previous visits, they help to reduce risks amongst vulnerable older people. This year, our team completed 276 Home Fire Safety Checks

FINANCIAL REVIEW

Financial position

During the course of the year we have continued to maintain a tight fiscal policy, which has enabled us to maintain our reserves as stated below. We have been successful in securing specific funding for project work and the management costs we incorporated into our project budgets have contributed to our overall running costs.

During the financial year the charity reported a surplus of £21,399 (2020:deficit £13,795).

We are pleased to report that 98% of expenditure was utilised directly on charitable activities, with the remainder on governance and income generation.

The unrestricted reserves at 31 March 2021 were £166,192 (2020: £150,240) and restricted reserves were £11,078 (2020: £5,631)

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REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2021

FINANCIAL REVIEW

Reserves policy

The board has examined the charity's requirements for reserves in respect of the main risks to the organisation and aims to build up reserves in future years to enable it to continue and expand the services they currently provide. The charity's policy is to maintain designated reserve for;

(1) The critical cost fund represents six months running costs, estimated staff notice and redundancy costs and lease agreement termination costs.

(2) The planned budget spend 21/22 represents funds to cover the expected shortfall in income during the year ended 31st March 2022 and allow all services to continue.

(3) The covid recovery planning fund represents monies designated to ensure the charity can meet the challenges around delivering services during and after the pandemic, and to meet additional costs incurred by covid 19.

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REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2021

FUTURE PLANS

As the main specialist older persons organisation delivering front line services across the whole borough, there is an opportunity to develop innovative new services to meet the increasing demand for services, particularly following the drastic and ongoing funding cuts across the public and voluntary sector.

Age Connects Neath Port Talbot - One Stop Shop

Our town centre premises continue to provide an Age Connects Neath Port Talbot one stop shop for older people. Whilst this year brought the suspension of hosting like-minded organisations outreach services within our premises, we remain committed to further developing this model and seek additional partner organisations within the area to provide enhanced access and service provision for local older people. With increased focus on regional delivery models, when restrictions allow, we can offer such organisations the facilities to maintain a local presence and improve access to services. We have previously also held workshops and focus groups at the premises in partnership with organisations such as Public Health Wales around screening and preventative measures, so will monitor the situation and revisit when restrictions allow.

Renewal of Alternative Office

We have maintained our status as a Department for Work and Pensions (DWP) alternative office and will continue to adhere to all the required policies and procedures. Holding this important status has various benefits including allowing the first date of contact with the Alternative Office to be considered when deciding the start date of entitlement and streamlining the application process. We will continue to promote this service and ensure that those identified as most in need have access to a robust and professional service.

Website and social media

Due to the continued growth and popularity of online services and social media with both individuals and organisations, we will continue to utilise these platforms to promote the organisation and its services, increase internet traffic to our website, raise awareness of issues effecting older people and link up with various organisations within the statutory, private and voluntary sector.

Foot Care Service

Following several periods of suspension, we plan to increase efforts to further develop the service, regain service users that may have been 'lost' during this reporting period, continue to identify additional areas to deliver the service and increase the frequency/regularity of existing clinics. We have maintained positive working relationship with several health services such as hospitals, local resource centres and pharmacies which we plan to continue to develop. Due to the experience and qualifications of our staff and volunteer team, combined with changes in eligibility criteria for free services and the significant pressure that COVID19 has had on their service provision, we remain one of the main options for the Podiatry Service. In anticipation of increased demand, we will again be investigating expanding our Foot Care Team.

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REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2021

Outreach services

Our existing Outreach Services were born from extensive research and consultation with local older people and partner organisations. Through previous provision and development activities, we know that there remains a real and ongoing demand for a flexible and evolving community activity/befriending/social rehabilitation service across the county borough. Through our Community Outreach Services, we have been able to deliver health and well-being services through utilising community facilities and have focused the engagement of older people in health promotion activities such as exercise classes, walking groups, mindfulness sessions, art and crafts and healthy living talks/demonstrations. We have also delivered our Community Outreach Services within Sheltered Housing Complexes, as we know from previous experience that residents can often become socially isolated, despite living within a supported environment. Moving forward we hope to relaunch and expand the Community Outreach Hubs as we know that the provision of the healthy lifestyle activities has a dramatic impact on the physical health and wellbeing of all those involved, whilst the art and craft classes, creative writing and excursions reinforce active ageing and further nurture social and economic engagement whilst combating isolation.

Good Neighbour Scheme

Following the identified need for this type of service through our network of community hubs, community presence and the success of our pilot schemes in Glynneath and Margam, we plan to further develop and replicate our 'Good Neighbour Scheme's' that will also be very closely linked to our ongoing COVID19 Response and Recovery Service and community outreach services when they are reinstated.

Independent advocacy

As an independent organisation with an excellent track record of delivering reliable and responsive independent advocacy services for people aged 50 plus, we will continue to raise awareness of the need for independent advocacy and highlight our skills and experience of in relation to delivering and developing a robust service. We will continue to work in partnership with Age Cymru on the HOPE Advocacy Project and remain the host organisation for project staff within the Swansea Bay region. In addition, we will continue to promote and offer 'lower level' advocacy support through our community outreach service and information and advice service.

Social Enterprise

The increased competition from other third sector organisations and a greater difficulty to secure large grant funding monies, will result in the organisation again focusing more time, energy and resource to develop new and existing social enterprise activities. We continued to consult with actual and potential service users to identify any gaps in the market that would be suitable for Age Connects Neath Port Talbot to fill. At the time of writing this report, the organisation is continuing to investigate several social enterprise developments, but unfortunately due to the COVID19 pandemic, several of our plans and developments were placed on hold. Moving forward, we will seek to employ a dedicated Social Enterprise Development Officer to focus on new and existing projects with an aim of improving the sustainability of the organisation. When launched and established, the surpluses from social enterprise activities will be reinvested into the charity and will be an invaluable source of unrestricted, general funds. These additional funds will allow us to continue to deliver and develop essential services to local older people.

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REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2021

COVID19 Response and Recover

We did not envisage restrictions to be in place for so long, so the organisation planned to revisit strategies which were set prior to the pandemic around sustaining and expanding our popular Community Outreach Hubs, developing social enterprise provisions, and engaging more with local older people. We are hopeful that as restrictions ease and more support/services are available, many older people will begin to re-engage with services and adopt a more positive attitude to resuming their 'pre-lockdown' lifestyle. However, we also expect there to be large numbers who will unfortunately become increasingly lonely and isolated, leading to further deterioration in their independence and quality of life. As an organisation, we will seek to reach out to these older people and ensure they have regular contact and support and are encouraged to take steps to improve their physical and emotional wellbeing, reduce loneliness and become more resilient.

We were overwhelmed with those who came forward to volunteer with us and recruited over 140 new volunteers with various backgrounds and levels of experience. As a relatively small charity, this support enabled us to scale up our provision and assist even more older people during the pandemic. We will work hard to retain these new volunteers' skills both for our immediate/ongoing response and moving forward in future projects to maximise resources available and help ensure we can improve the lives of some of the most marginalised in the area.

We continue to learn from our current provision and adapt to ensure it is as accessible and user friendly as possible. Moving forward into next year, we hope to fully engage with service users to understand the challenges faced through isolation and how a lack of support has adversely affected wellbeing. We do not see the direction of our service delivery and community development plans as being detrimental to our existing services or that of partner organisations, but rather compliment them and ensure local services/support are available and accessible, in line with regional and national priorities.

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.

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.

Age Connects Neath Port Talbot is the operating title of Age Concern Neath Port Talbot.

The charity operates under the former Age Concern Movement's Gold Memorandum and Articles of Association. This sets out the objects and powers of the charitable company.

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REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2021

STRUCTURE, GOVERNANCE AND MANAGEMENT

Recruitment and appointment of board members

The directors of the company are also charity trustees for the purposes of charity law, and in the organisation's Memorandum and Articles are known as the Board.

Articles 24 to 29 set out the procedures for recruitment and appointment to the Board. Elections for the Board take place at the Annual General Meeting. Members are elected to serve for a period of three years, after which term they are eligible to seek re-election. We aim to ensure that our Board is both representative of the people and communities with whom we work, and has the necessary combined skills and experience to effectively govern the organisation. Current specialisms include the following:

County Councillor Finance Manager School Governor Public Affairs Consultant Older Persons Council Representative Senior Citizens Group Secretary

While involvement in a wider Executive Committee and/or an Advisory Group (see below) provides useful experience for potential Board members, we do not limit our search to these routes. Our extensive cross-sector networks have proven invaluable for advertising vacancies and reaching potential candidates.

Organisational structure

The Board currently employs one core member of staff, a Chief Executive Officer on permanent contracts. Other staff members are employed on fixed term contracts utilising restricted funds for specific work.

The average full-time equivalent number of staff this year was 6. Our 150 active volunteers were supervised and supported by the staff team.

We are most grateful to Neath Port Talbot County Borough Council for contributing towards our core costs and The Tudor Trust for continuing to support our social enterprise development.

Induction and training of new trustees

It is important to remember that the trustees are volunteers. Age Connects Neath Port Talbot operates a robust volunteer recruitment, screening and induction process, which applies to Board members, as it does to all other volunteers. Our Investing in Volunteers quality mark has previously expired, but we continue to follow its guidance and will be working towards renewing this quality mark in the near future.

This process, which is underpinned by a comprehensive volunteer handbook, includes an informal interview, taking up references, and where policy necessitates, a Disclosure and Barring (DBS) check. Potential candidates for the Board also meet existing Trustee/Directors prior to confirming their interest in the vacancy, and if selected, serve a probationary period as a co-opted member.

As volunteers with extensive legal responsibilities, new Board Members receive additional informal training, based on our Trustee/Director Welcome Pack, which includes various items such as Charity Commission publications, and the Age Connects Neath Port Talbot portfolio of business plans. Group and/or individual training is provided in response to identified needs and an annual away day provides new recruits with the opportunity to learn more about our organisation's policy and strategy, as does attendance at special events, such as project launches.

Executive Committee

The Executive Committee is comprised of the Board members plus co-opted representatives with additional expertise. (Co-opted members have no voting rights).

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AGE CONCERN NEATH PORT TALBOT TRADING AS AGE CONNECTS NEATH PORT TALBOT

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2021

STRUCTURE, GOVERNANCE AND MANAGEMENT

Risk management

We hold both Professional Indemnity and Public Liability Insurance.

Policies and procedures are reviewed annually, and where necessary, introduced to minimise identified risk factors.

We hold an annual away day where staff and board members work together on the organisation's strategic development and associated business plans. At this meeting we carry out a SWOT and PEST analysis which highlights potential risks, and actions needed to minimise those risks.

With demand for services increasing, revenue costs rising and income generation becoming ever more competitive, we thank our funders and benefactors for their continued support.

Our thanks to our independent examiner, Alison Vickers and her colleagues at Bevan Buckland LLP Chartered Accountants for their professional support and guidance throughout the year.

This report has been prepared in accordance with the special provisions of Part 15 of the Companies Act 2006 relating to small companies.

Approved by order of the board of trustees on 29 December 2021 and signed on its behalf by:

L Veale - Trustee

Page 15

INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF AGE CONCERN NEATH PORT TALBOT

Independent examiner's report to the trustees of Age Concern Neath Port Talbot ('the Company')

I report to the charity trustees on my examination of the accounts of the Company for the year ended 31 March 2021.

Responsibilities and basis of report

As the charity's trustees of the Company (and also its directors for the purposes of company law) you are responsible for the preparation of the accounts in accordance with the requirements of the Companies Act 2006 ('the 2006 Act').

Having satisfied myself that the accounts of the Company are not required to be audited under Part 16 of the 2006 Act and are eligible for independent examination, I report in respect of my examination of your charity's accounts as carried out under section 145 of the Charities Act 2011 ('the 2011 Act'). In carrying out my examination I have followed the Directions given by the Charity Commission under section 145(5) (b) of the 2011 Act.

Independent examiner's statement

I have completed my examination. I confirm that no matters have come to my attention in connection with the examination giving me cause to believe:

  1. accounting records were not kept in respect of the Company as required by section 386 of the 2006 Act; or

  2. the accounts do not accord with those records; or

  3. the accounts do not comply with the accounting requirements of section 396 of the 2006 Act other than any requirement that the accounts give a true and fair view which is not a matter considered as part of an independent examination; or

  4. the accounts have not been prepared in accordance with the methods and principles of the Statement of Recommended Practice for accounting and reporting by charities (applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102)).

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

Alison Vickers Bevan Buckland LLP Ground Floor Cardigan House Castle Court Swansea Enterprise Park Swansea SA7 9LA

29 December 2021

Page 16

AGE CONCERN NEATH PORT TALBOT TRADING AS AGE CONNECTS NEATH PORT TALBOT

STATEMENT OF FINANCIAL ACTIVITIES (INCORPORATING AN INCOME AND EXPENDITURE ACCOUNT) FOR THE YEAR ENDED 31 MARCH 2021

Unrestricted
funds
Notes
£
INCOME AND ENDOWMENTS FROM
Donations and legacies
3
14,501
Charitable activities
5
Promote relief for elderly people
73,532
Investment income
4
116
Total
88,149
EXPENDITURE ON
Raising funds
3,266
Charitable activities
6
Promote relief for elderly people
77,331
Total
80,597
NET INCOME/(EXPENDITURE)
7,552
Transfers between funds
15
8,400
Net movement in funds
15,952
RECONCILIATION OF FUNDS
Total funds brought forward
150,240
TOTAL FUNDS CARRIED FORWARD
166,192		 Restricted
funds
£
-
127,038
-
127,038
-
113,191
113,191
13,847
(8,400)
5,447
5,631
11,078		 2021
Total
funds
£
14,501
200,570
116
215,187
3,266
190,522
193,788
21,399
-
21,399
155,871
177,270		 2020
Total
funds
£
12,439
161,114
377
173,930
3,499
184,226
187,725
(13,795)
-
(13,795)
169,666
155,871

CONTINUING OPERATIONS

All income and expenditure has arisen from continuing activities.

The notes form part of these financial statements

Page 17

AGE CONCERN NEATH PORT TALBOT (REGISTERED NUMBER: 04193486) TRADING AS AGE CONNECTS NEATH PORT TALBOT

BALANCE SHEET 31 MARCH 2021

Unrestricted
funds
Notes
£
FIXED ASSETS
Tangible assets
11
5,921
CURRENT ASSETS
Debtors
12
8,703
Cash at bank
160,223
168,926
CREDITORS
Amounts falling due within one year
13
(8,655)
NET CURRENT ASSETS
160,271
TOTAL ASSETS LESS CURRENT
LIABILITIES
166,192
NET ASSETS
166,192
FUNDS
15
Unrestricted funds
Restricted funds
TOTAL FUNDS		 Restricted
funds
£
-
18,983
7,095
26,078
(15,000)
11,078
11,078
11,078		 2021
Total
funds
£
5,921
27,686
167,318
195,004
(23,655)
171,349
177,270
177,270
166,192
11,078
177,270		 2020
Total
funds
£
448
4,704
184,387
189,091
(33,668)
155,423
155,871
155,871
150,240
5,631
155,871

The charitable company is entitled to exemption from audit under Section 477 of the Companies Act 2006 for the year ended 31 March 2021.

The members have not required the company to obtain an audit of its financial statements for the year ended 31 March 2021 in accordance with Section 476 of the Companies Act 2006.

The trustees acknowledge their responsibilities for

The notes form part of these financial statements

Page 18

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AGE CONCERN NEATH PORT TALBOT (REGISTERED NUMBER: 04193486) TRADING AS AGE CONNECTS NEATH PORT TALBOT

BALANCE SHEET - continued 31 MARCH 2021

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 29 December 2021 and were signed on its behalf by:

L Veale - Trustee

The notes form part of these financial statements

Page 19

AGE CONCERN NEATH PORT TALBOT TRADING AS AGE CONNECTS NEATH PORT TALBOT

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2021

1. STATUTORY INFORMATION

Age Concern Neath Port Talbot is a charitable company, limited by guarantee, registered in England and Wales. The charity's registered number and registered office address can be found on the Reference and Administrative Details page.

The presentation currency of the financial statements is the Pound Sterling (£).

2. 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.

The trustees consider that there are no material uncertainties about the charity's ability to continue as a going concern.

Financial reporting standard 102 - reduced disclosure exemptions

The charitable company has taken advantage of the following disclosure exemptions in preparing these financial statements, as permitted by FRS 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland':

Income

Income is recognised when the charity has entitlement to the funds, any performance conditions attached to the item(s) of income have been met, it is probable that the income will be received and the amount can be measured reliably.

Government and other grants in relation to tangible fixed asset are credited to profit and loss account over the useful lives of the related assets, whereas those in relation to expenditure are credited when the expenditure is charged to profit and loss.

Donations, are recognised when the charity has been notified in writing of both the amount and settlement date. In the event that a donation is subject to conditions that require a level of performance before the charity is entitled to the funds, the income is deferred and not recognised until either those conditions are fully met, or the fulfilment of those conditions is wholly within the control of the charity and it is probable that those conditions will be fulfilled in the reporting period.

Legacy gifts are recognised on a case by case basis following the granting of probate when the administrator/executor for the estate has communicated in writing both the amount and settlement date. In the event that the gift is in the form of an asset other than cash or a financial asset traded on a recognised stock exchange, recognition is subject to the value of the gift being reliably measurable with a degree of reasonable accuracy and the title to the asset having been transferred to the charity.

Page 20

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AGE CONCERN NEATH PORT TALBOT TRADING AS AGE CONNECTS NEATH PORT TALBOT

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2021

2. ACCOUNTING POLICIES - continued

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.

The cost of generating funds comprises those costs associated with attracting grant income. Charitable expenditure comprises those costs incurred by the Charity in the delivery of its activities, both costs directly attributable and indirect support costs. Governance costs include those costs associated with meeting constitutional and statutory requirements of the Charity.

The Charity initially identifies the costs of its support functions. Support costs include back office costs, finance, personnel, payroll and governance costs which support the charities programmes and activities.

All costs allocated between expenditure categories are on a basis designed to reflect their resource usage. For some costs this means direct allocation to activities, other costs are apportioned, e.g. by staff time spent on the activity, or another equitable usage measure.

Tangible fixed assets

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

Fixtures and fittings - 10% on cost Computer equipment - 33% on cost

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.

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

Defined contribution pension scheme

The charitable company operates a defined contribution pension scheme. Contributions payable to the charitable company's pension scheme are charged to the Statement of Financial Activities in the period to which they relate.

Short-Term Employee Benefits

Short-term employee benefits that are expected to be settled wholly before twelve months after the end of the annual reporting period in which the employees render the related service: (a) wages, salaries and social security contributions;

(b) time in lieu owed to the employee.

Page 21

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AGE CONCERN NEATH PORT TALBOT TRADING AS AGE CONNECTS NEATH PORT TALBOT

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2021

2. ACCOUNTING POLICIES - continued

Debtors

Trade and other debtors are recognised at the settlement amount 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.

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.

Financial instruments

The company 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.

3. DONATIONS AND LEGACIES

DONATIONS AND LEGACIES
2021 2020
£ £
Donations 14,501 12,439

4. INVESTMENT INCOME

INVESTMENT INCOME
2021 2020
£ £
Interest received 116 377

Page 22

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AGE CONCERN NEATH PORT TALBOT TRADING AS AGE CONNECTS NEATH PORT TALBOT

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2021

5. INCOME FROM CHARITABLE ACTIVITIES

INCOME FROM CHARITABLE ACTIVITIES
Activity
Other income
Promote relief for elderly people
Nail cutting services
Promote relief for elderly people
Outreach contributions
Promote relief for elderly people
Grants
Promote relief for elderly people		 2021
£
4,336
18,123
-
178,111
200,570		 2020
£
4,224
48,063
11,747
97,080
161,114

During the year the following government support was received during the ongoing pandemic

Other income £
Job Retention Scheme 4,276

There are no unfulfilled conditions attached to these to the above grants received.

Grants received, included in the above, are as follows:

NPTCBC- SLA Core
NPTCBC Third Sector Grant
Selar Community Benefit Fund, Glynneath
Mynydd Y Betws Community Benefit Fund
Intermediate Care Fund
The Tudor Trust
Mid West Wales Fire Service
Mynydd y Brombil
Go For It
Maesgwyn Glynneath Good Neighbour
Selar Glynneath Good Neighbour
Ysbydymor Good Neighbour
Age Cymru hosting allowance
Pen y Cymoedd Wind Farm Community Fund
Wales Coronavirus Resilience
Age Cymru/Age Connects Wales HOPE Project
NPTCBC Community Lead Partnership
NPT Food Poverty Grant
Maesgwyn Community Benefit Fund
NPTCBC Befriending Grant
ICF Care & Wellbeing
Neath Port Talbot Voluntary Services Emergency Fund
ICF Winter Pressures Grant
RDP Regenerate NPT, Caring at Xmas		 2021
£
27,673
10,000
3,783
-
-
10,000
1,428
-
-
18,515
-
-
4,800
2,080
15,000
15,850
21,366
18,642
1,000
2,750
14,951
1,973
5,000
3,300
178,111		 2020
£
27,673
10,000
-
4,985
18,599
-
-
6,926
4,795
18,515
1,045
4,542
-
-
-
-
-
-
-
-
-
-
-
-
97,080

Page 23

continued...

AGE CONCERN NEATH PORT TALBOT TRADING AS AGE CONNECTS NEATH PORT TALBOT

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2021

6. CHARITABLE ACTIVITIES COSTS

6.
CHARITABLE ACTIVITIES COSTS
Promote relief for elderly people
7.
NET INCOME/(EXPENDITURE)
Net income/(expenditure) is stated after charging/(crediting):
Depreciation - owned assets		 Direct
Costs
£
183,506		 Support
costs
£
7,016
2021
£
2,879		 Totals
£
190,522
2020
£
467

8. TRUSTEES' REMUNERATION AND BENEFITS

There were no trustees' remuneration or other benefits for the year ended 31 March 2021 nor for the year ended 31 March 2020.

Trustees' expenses

There were no trustees' expenses paid for the year ended 31 March 2021 nor for the year ended 31 March 2020.

9. STAFF COSTS

Wages and salaries
The average monthly number of employees during the year was as follows:
Administration
Development		 2021
£
134,636
134,636
2021
2
6
8		 2020
£
129,703		 2020
£
129,703
129,703
2020
2
6
8

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

The total remuneration paid to key management during the year was £44,251 (2020 - £40,734).

Page 24

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AGE CONCERN NEATH PORT TALBOT TRADING AS AGE CONNECTS NEATH PORT TALBOT

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2021

10.
COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES
Unrestricted
funds
£
INCOME AND ENDOWMENTS FROM
Donations and legacies
12,439
Charitable activities
Promote relief for elderly people
91,707
Investment income
377
Total
104,523
EXPENDITURE ON
Raising funds
1,577
Charitable activities
Promote relief for elderly people
87,611
Total
89,188
NET INCOME/(EXPENDITURE)
15,335
Transfers between funds
4,385
Net movement in funds
19,720
RECONCILIATION OF FUNDS
Total funds brought forward
130,520
TOTAL FUNDS CARRIED FORWARD
150,240		 Restricted
funds
£
-
69,407
-
69,407
1,922
96,615
98,537
(29,130)
(4,385)
(33,515)
39,146
5,631		 Total
funds
£
12,439
161,114
377
173,930
3,499
184,226
187,725
(13,795)
-
(13,795)
169,666
155,871

Page 25

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AGE CONCERN NEATH PORT TALBOT TRADING AS AGE CONNECTS NEATH PORT TALBOT

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2021

11. TANGIBLE FIXED ASSETS

Fixtures
and
Computer
fittings
equipment
£
£
COST
At 1 April 2020
1,228
3,951
Additions
-
8,352
At 31 March 2021
1,228
12,303
DEPRECIATION
At 1 April 2020
780
3,951
Charge for year
123
2,756
At 31 March 2021
903
6,707
NET BOOK VALUE
At 31 March 2021
325
5,596
At 31 March 2020
448
-
12.
DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
2021
£
Prepayments and accrued income
27,686
13.
CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
2021
£
Other creditors
32
Accrued expenses
8,623
Deferred grants
15,000
23,655
14.
LEASING AGREEMENTS
Minimum lease payments under non-cancellable operating leases fall due as follows:
2021
£
Within one year
6,684
Between one and five years
10,456
17,140		 Totals
£
5,179
8,352
13,531
4,731
2,879
7,610
5,921
448
2020
£
4,704		 Totals
£
5,179
8,352
4,731
2,879
7,610
5,921
448
2020
£
4,704
2020
£
32
4,420
29,216
33,668
2020
£
6,684
17,140
23,824

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AGE CONCERN NEATH PORT TALBOT TRADING AS AGE CONNECTS NEATH PORT TALBOT

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2021

15. MOVEMENT IN FUNDS

Unrestricted funds
General fund
Capital funds
Designated funds - Critical costs
Planned budget spend 20/21
Covid recovery planning
Restricted funds
RDP Leader Funding - Go For I.T
Project
Mid West Wales Fire Service Funding
Western Power
Maesgwyn Glynneath Good Neighbour
NPTCBC 3rd Sector Grant
Wales Coronavirus Resilience Fund
NPTBC Community Lead Partnership
NPT Food Poverty Grant
Tudor Trust
TOTAL FUNDS		 At 1.4.20
£
11,292
448
78,500
25,000
35,000
150,240
4,825
-
514
244
48
-
-
-
-
5,631
155,871		 Net
movement
in funds
£
10,431
(2,879)
-
-
-
7,552
(4,825)
1,428
-
(244)
-
3,154
1,453
10,119
2,762
13,847
21,399		 Transfers
between
funds
£
(8,452)
8,352
8,500
-
-
8,400
-
-
-
-
(48)
-
-
(8,352)
-
(8,400)
-		 At
31.3.21
£
13,271
5,921
87,000
25,000
35,000
166,192
-
1,428
514
-
-
3,154
1,453
1,767
2,762
11,078
177,270

Page 27

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AGE CONCERN NEATH PORT TALBOT TRADING AS AGE CONNECTS NEATH PORT TALBOT

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2021

15. MOVEMENT IN FUNDS - continued

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

Unrestricted funds
General fund
Capital funds
Age Cymru/Age Connects Wales
HOPE Project
NPTCBC Befriending Grant
Restricted funds
RDP Leader Funding - Go For I.T
Project
Mid West Wales Fire Service Funding
Selar Glynneath Good Neighbour
Maesgwyn Glynneath Good Neighbour
Regional Health, Social Care and
Wellbeing Grant Scheme
NPTCBC 3rd Sector Grant
Neath Port Talbot Voluntary Services
Emergancy Fund
Pen Y Cymoedd Wind Farm
Community Fund
Wales Coronavirus Resilience Fund
NPTBC Community Lead Partnership
NPT Food Poverty Grant
Maesgwyn Community Benefit Fund
RDP Regenerate NPT, Caring at Xmas
ICF Winter Pressures Grant
Tudor Trust
TOTAL FUNDS		 Incoming
resources
£
69,549
-
15,850
2,750
88,149
-
1,428
3,783
18,515
14,951
10,000
1,973
2,080
15,000
21,366
18,642
1,000
3,300
5,000
10,000
127,038
215,187		 Resources
Movement
expended
in funds
£
£
(59,118)
10,431
(2,879)
(2,879)
(15,850)
-
(2,750)
-
(80,597)
7,552
(4,825)
(4,825)
-
1,428
(3,783)
-
(18,759)
(244)
(14,951)
-
(10,000)
-
(1,973)
-
(2,080)
-
(11,846)
3,154
(19,913)
1,453
(8,523)
10,119
(1,000)
-
(3,300)
-
(5,000)
-
(7,238)
2,762
(113,191)
13,847
(193,788)
21,399

Page 28

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AGE CONCERN NEATH PORT TALBOT TRADING AS AGE CONNECTS NEATH PORT TALBOT

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2021

15. MOVEMENT IN FUNDS - continued

Comparatives for movement in funds

Unrestricted funds
General fund
Capital funds
Designated funds - Critical costs
Planned budget spend 20/21
Covid recovery planning
Restricted funds
The Tudor Trust
RDP Leader Funding - Go For I.T
Project
Mid West Wales Fire Service Funding
Western Power
Allen Lane Foundation
Coalfields Regeneration Grant
Selar Glynneath Good Neighbour
Maesgwyn Glynneath Good Neighbour
Charles Hayward Foundation
ICF Grant 2018 Nail cutting service
NPTCBC 3rd Sector Grant
TOTAL FUNDS		 At 1.4.19
£
35,105
915
94,500
-
-
130,520
20,475
442
4,385
514
1,500
6,310
3,784
-
1,299
437
-
39,146
169,666		 Net
movement
in funds
£
15,802
(467)
-
-
-
15,335
(20,475)
4,383
-
-
(1,500)
(6,310)
(3,784)
244
(1,299)
(437)
48
(29,130)
(13,795)		 Transfers
between
funds
£
(39,615)
-
(16,000)
25,000
35,000
4,385
-
-
(4,385)
-
-
-
-
-
-
-
-
(4,385)
-		 At
31.3.20
£
11,292
448
78,500
25,000
35,000
150,240
-
4,825
-
514
-
-
-
244
-
-
48
5,631
155,871

Page 29

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AGE CONCERN NEATH PORT TALBOT TRADING AS AGE CONNECTS NEATH PORT TALBOT

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2021

15. MOVEMENT IN FUNDS - continued

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

Unrestricted funds
General fund
Capital funds
Restricted funds
Mynydd Y Betws Grant
The Tudor Trust
RDP Leader Funding - Go For I.T
Project
Allen Lane Foundation
Coalfields Regeneration Grant
Selar Glynneath Good Neighbour
Maesgwyn Glynneath Good Neighbour
Charles Hayward Foundation
ICF Grant 2018 Nail cutting service
Regional Health, Social Care and
Wellbeing Grant Scheme
Ysbrydymor good neighbour scheme
NPTCBC 3rd Sector Grant
Mynydd Y Brombil Grant
TOTAL FUNDS		 Incoming
resources
£
104,523
-
104,523
4,985
-
4,795
-
-
1,045
18,515
-
-
18,599
4,542
10,000
6,926
69,407
173,930		 Resources
Movement
expended
in funds
£
£
(88,721)
15,802
(467)
(467)
(89,188)
15,335
(4,985)
-
(20,475)
(20,475)
(412)
4,383
(1,500)
(1,500)
(6,310)
(6,310)
(4,829)
(3,784)
(18,271)
244
(1,299)
(1,299)
(437)
(437)
(18,599)
-
(4,542)
-
(9,952)
48
(6,926)
-
(98,537)
(29,130)
(187,725)
(13,795)

Page 30

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AGE CONCERN NEATH PORT TALBOT TRADING AS AGE CONNECTS NEATH PORT TALBOT

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2021

15. MOVEMENT IN FUNDS - continued

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

Unrestricted funds
General fund
Capital funds
Designated funds - Critical costs
Planned budget spend 20/21
Covid recovery planning
Restricted funds
The Tudor Trust
RDP Leader Funding - Go For I.T
Project
Mid West Wales Fire Service Funding
Western Power
Allen Lane Foundation
Coalfields Regeneration Grant
Selar Glynneath Good Neighbour
Charles Hayward Foundation
ICF Grant 2018 Nail cutting service
NPTCBC 3rd Sector Grant
Wales Coronavirus Resilience Fund
NPTBC Community Lead Partnership
NPT Food Poverty Grant
Tudor Trust
TOTAL FUNDS		 At 1.4.19
£
35,105
915
94,500
-
-
130,520
20,475
442
4,385
514
1,500
6,310
3,784
1,299
437
-
-
-
-
-
39,146
169,666		 Net
movement
in funds
£
26,233
(3,346)
-
-
-
22,887
(20,475)
(442)
1,428
-
(1,500)
(6,310)
(3,784)
(1,299)
(437)
48
3,154
1,453
10,119
2,762
(15,283)
7,604		 Transfers
between
funds
£
(48,067)
8,352
(7,500)
25,000
35,000
12,785
-
-
(4,385)
-
-
-
-
-
-
(48)
-
-
(8,352)
-
(12,785)
-		 At
31.3.21
£
13,271
5,921
87,000
25,000
35,000
166,192
-
-
1,428
514
-
-
-
-
-
-
3,154
1,453
1,767
2,762
11,078
177,270

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AGE CONCERN NEATH PORT TALBOT TRADING AS AGE CONNECTS NEATH PORT TALBOT

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2021

15. 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:

Incoming Resources Movement
resources expended in funds
£ £ £
Unrestricted funds
General fund 174,072 (147,839) 26,233
Capital funds - (3,346) (3,346)
Age Cymru/Age Connects Wales
HOPE Project 15,850 (15,850) -
NPTCBC Befriending Grant 2,750 (2,750) -
192,672 (169,785) 22,887
Restricted funds
Mynydd Y Betws Grant 4,985 (4,985) -
The Tudor Trust - (20,475) (20,475)
RDP Leader Funding - Go For I.T
Project 4,795 (5,237) (442)
Mid West Wales Fire Service Funding 1,428 - 1,428
Allen Lane Foundation - (1,500) (1,500)
Coalfields Regeneration Grant - (6,310) (6,310)
Selar Glynneath Good Neighbour 4,828 (8,612) (3,784)
Maesgwyn Glynneath Good Neighbour 37,030 (37,030) -
Charles Hayward Foundation - (1,299) (1,299)
ICF Grant 2018 Nail cutting service - (437) (437)
Regional Health, Social Care and
Wellbeing Grant Scheme 33,550 (33,550) -
Ysbrydymor good neighbour scheme 4,542 (4,542) -
NPTCBC 3rd Sector Grant 20,000 (19,952) 48
Mynydd Y Brombil Grant 6,926 (6,926) -
Neath Port Talbot Voluntary Services
Emergancy Fund 1,973 (1,973) -
Pen Y Cymoedd Wind Farm
Community Fund 2,080 (2,080) -
Wales Coronavirus Resilience Fund 15,000 (11,846) 3,154
NPTBC Community Lead Partnership 21,366 (19,913) 1,453
NPT Food Poverty Grant 18,642 (8,523) 10,119
Maesgwyn Community Benefit Fund 1,000 (1,000) -
RDP Regenerate NPT, Caring at Xmas 3,300 (3,300) -
ICF Winter Pressures Grant 5,000 (5,000) -
Tudor Trust 10,000 (7,238) 2,762
196,445 (211,728) (15,283)
TOTAL FUNDS 389,117 (381,513) 7,604

Purpose of Restricted Funds

RDP Leader Funding - Go For I.T Project - To provide a community based digital inclusion project.

Mid-West Wales Fire and Rescue Service Funding - Provision of Home Fire Safety Checks.

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AGE CONCERN NEATH PORT TALBOT TRADING AS AGE CONNECTS NEATH PORT TALBOT

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2021

15. MOVEMENT IN FUNDS - continued

Selar Glynneath Good Neighbour - Provision of a Good Neighbour Support Scheme in Glynneath.

Maesgwyn Glynneath Good Neighbour - Provision of a Good Neighbour Support Scheme in Glynneath.

Regional Health, Social Care and Wellbeing Grant Scheme - Provision of a COVID19 Response Service (following remodelling of original project due to COVID19 restrictions in place).

NPTCBC 3rd Sector Grant - Provision of a COVID19 Response Service (following remodelling of original project due to COVID19 restrictions in place).

Neath Port Talbot Voluntary Services Emergency Fund - Contribution to existing COVID19 Response Services.

Pen Y Cymoedd Wind Farm Community Fund - Contribution to existing COVID19 Response Services.

Wales Coronavirus Resilience Fund - Provision and development of ongoing COVID19 Response Services.

NPTBC Community Lead Partnership - Secondment arrangement with NPTCBC to develop partnership COVID19 Response Services.

NPT Food Poverty Grant - Provision of digital inclusion and online shopping support service.

Maesgwyn Community Benefit Fund - Contribution to Caring at Christmas Loneliness and Isolation Campaign.

RDP Regenerate NPT, Caring at Christmas - Delivery of Caring at Christmas Loneliness and Isolation Campaign.

ICF Winter Pressures Grant - Contribution to ongoing COVID19 Response Service and prevent hospital admissions.

Tudor Trust - Contribution to COVID19 Response Service (following remodelling of original Social Enterprise project due to COVID19 restrictions in place).

Designated reserve

The charity has designated some of its unrestricted general reserves to three designated funds. (1) The critical cost fund represents six months running costs, estimated staff notice and redundancy costs and lease agreement termination costs.

(2) The planned budget spend 20/21 represents funds to cover the expected shortfall in income during the year ended 31st March 2021 and allow all services to continue.

(3) The covid recovery planning fund represents monies designated to ensure the charity can meet the challenges around delivering services during and after the pandemic, and to meet additional costs incurred by covid 19.

Transfer between funds

Transfer between restricted and unrestricted funds represents a correction of funds previously treated as restricted. This should have been unrestricted.

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AGE CONCERN NEATH PORT TALBOT TRADING AS AGE CONNECTS NEATH PORT TALBOT

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2021

16. RELATED PARTY DISCLOSURES

There were no related party transactions for the year ended 31 March 2021.

Page 34

AGE CONCERN NEATH PORT TALBOT TRADING AS AGE CONNECTS NEATH PORT TALBOT

DETAILED STATEMENT OF FINANCIAL ACTIVITIES
FOR THE YEAR ENDED 31 MARCH 2021
INCOME AND ENDOWMENTS
Donations and legacies
Donations
Investment income
Interest received
Charitable activities
Other income
Nail cutting services
Outreach contributions
Grants
Total incoming resources
EXPENDITURE
Raising donations and legacies
Staff Costs
Insurance
Telephone
Postage and stationery
Equipment and room hire
Establishment costs
Travel expenses
Professional fees
Transport Hire
Depreciation of tangible fixed assets
Charitable activities
Staff Costs
Insurance
Telephone
Postage and stationery
Equipment and room hire
Establishment costs
Travel expenses
Professional fees
Activities
Computer costs
Carried forward		 2021
£
14,501
116
4,336
18,123
-
178,111
200,570
215,187
2,693
34
76
25
84
137
97
62
-
58
3,266
131,943
1,649
3,725
1,215
4,099
6,735
4,774
3,034
6,708
9,878
173,760		 2020
£
12,439
377
4,224
48,063
11,747
97,080
161,114
173,930
2,569
37
73
51
193
205
237
60
65
9
3,499
127,134
1,831
3,576
2,512
9,470
10,094
11,639
2,921
3,214
3,118
175,509

This page does not form part of the statutory financial statements

Page 35

AGE CONCERN NEATH PORT TALBOT TRADING AS AGE CONNECTS NEATH PORT TALBOT

DETAILED STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 MARCH 2021

Charitable activities
Brought forward
Training & conference costs
Transport Hire
Repairs & Renewals
Recruitment expenses
Subscriptions
Covid expenses
Depreciation of tangible fixed assets
Bank charges
Support costs
Support costs
Accountancy fees
Total resources expended
Net income/(expenditure)		 2021
£
173,760
-
-
30
626
236
5,918
2,821
115
183,506
7,016
193,788
21,399		 2020
£
175,509
1,533
1,050
1,045
-
661
-
458
32
180,288
3,938
187,725
(13,795)

This page does not form part of the statutory financial statements

Page 36