REGISTERED COMPANY NUMBER: 04193486 (England and Wales) REGISTERED CHARITY NUMBER.. 1105203 UNAUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025 FOR AGE CONCERN NEATH PORT TALBOT TRADING AS AGE CONNECTS NEATH PORT TALBOT Bevan Buckland LLP Ground Floor Cardigan House Caslle Court Swansea Enterprise Park Swansea SA7 9LA AGE CONCERN NEATH PORTTALBOT TRADING AS AGE CONNECTS NEATH PORT TALBOT CONTENTS OF THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025 Page Reference and Adminislralive Details Report ol the Trustees 2 to 13 Independent Examlner's Report 14 Statement of Financial Activities 15 Balan¢• Sh•¢t 16 Notes lo the Flnanclal Stal&ment$ 17 to 26 AGE CONCERN NEATH PORTTALBOT TRADING AS AGE CONNECTS NEATH PORT TALBOT REFERENCE AND ADMINISTRATIVE DETAILS FOR THE YEAR ENDED 31 MARCH 2025 TRUSTEES D Jones B Tiahar L Veale F P Prosser Mrs S Freeguard MsKAShaw N Vvilliarns lappuiiiled 7.10.251 COMPANY SECRETARY O A Richards REGISTERED OFFICE 37-38 Alfred Street Nealh West Glamorgan SA11 1EH REGISTERED COMPANY NUMBER 04193486 {England and Wale51 REGISTERED CHARITY NUMBER 1105203 INDEPENDENT EXAMINER Bevan Buckland LLP Ground Floor Cardigan House Castlg Court Swansea Enterprise Park Swan88a SA7 9LA Page 1 AGE CONCERN NEATH PORT TALBOT (REGISTERED NUMBER.. 04193486> TRADING AS AGE CONNECTS NEATH PORT TALBOT REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2025 The trustees who are also directors of tho charity for the purposes of the Companies Act 2006, present their report with tho financial statements of the charity for the year ended 31 March 2025. The Irustees have adopted the provisions of Accounting and Reportlng by Charilles.. Statemenl of Recommended Practice applicable to charitles preparlng their accounts in accordance wlth the Financial Reporting Stsndard applicable in Ihe UK and Republic of Ireland {FRS 1021 {effective 1 January 2019). OBJECTIVES AND ACTIVITIES Oble¢tlves and alms Age Connects Neath Port Talbot's Charitablg Object "To promote the relief Df elderly people in any manner whiGh now or hereafter fflay be deemed by law to be charitable in and around Nealh Port Talbot County Borough and the City and County ofswansea.. Mission Statement "To provide comrnunily-based Services that facilitsle 8QGial inclusion, while promoting a healthy and active retirement and Gonlinuing independence for the older citizens of Nealh Port Talbot and Swansea" Corporat8 Prioriti88 2023- 2026 Prevent povety and maximise income. Promote health, independence and wellbeing for all older people. Achieve greater social inclusion of the most disadvantaged older people and challenge the causes of exclusions. Promote age equality and enable older people tD make full contributions as active citizens to the local economy and community. Continuous improvement through user consultation, monitorSng of quality standards and innovation based on evidence of best practica. Develop and implement a strategy to build Reserves, and ensure the charity becomes more sustainable and less reli8nt on short temi funding. Delivery Strategy Through our comprehensive marketing and outreach strategy, we are committed to ensuring thal older people across our area of benefit can easily access the support they need. We use a proactive approach to reach Individuals who may othemise be isolated or unaware of available services Data from Age Connects Neath Port Talbol's Charitylog system is meticulously cross-referenced and analysed, giving us 8 robust evidence base for strategic planning. This er)ables us to identify emeiging trends, anticipate fulure r18eds and respond quickly to gaps in service provision, ensuring thal resources are directed wh8re they will hav8 th8 greatest impact. Our services are designed to b& flexible and person-cenlred offering varying levels of support tailored lo individual circumstances. This includes.. Infomiation and advits delivered through our telephone ttèlpline, neighbourhood information points, Positive Ageing Ambassadors, websitè, social media platforms and special events Community engagement opporlunilies such as participation in our Community Outr88ch Hubs, health promotion activities, befriending groups and Good N8ighbour Schemes, Specialist supporl including ongoing welfare benefits advice, advocacy casework and practical assistan￿ to help older people main18in Independence and wellbeing. We provide multiple access points lo make our services as inclusive as possibl&. SeNic8 users can connect with us through home visits, one-to-one appointments, drop-in sessions, social media, our website and by attending community outreach locations. This multi.channel approach ensur8s that no one is18ft b8hind, regard18ss of mobility, digital confidenc8 or personal circumslanc8S. Our goal is to empower older people lo live fulfilling, independent lives, while reducing loneliness and improving overall health and wellbaing. By combining dala-drtven planning with compassionate, community-bas8d delivery, we continu8 lo make a maaningful difference in the lives ol those w8 serva. Publlc beneflt When planning our annual aclivities, we remain firmly focused on delivering accessible, community-based services that fosler social inclusion, promote healthy and active lifestyles and support continued independence for older people. Our approach is rooted in creating opportunities for meaningful engagement, reducing isolation and empowering individuals to make informed choices about their wellbeing. We work collaboralively wilh a wide range of partners to ensure our services align wilh identified needs and priorities within the strategies of the Local Authority and Welsh Government. This partnership approach strengthens our ability to respond effectively to local challenges and contribute lo broader policy objectives aimed al improving outcomes for older people. Page 2 AGE CONCERN NEATH PORT TALBOT (REGISTERED NUMBER.. 04193486> TRADING AS AGE CONNECTS NEATH PORT TALBOT REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2025 OBJECTIVES AND ACTIVITIES Age Connecls Nealh Port Talbot operates across two core areas of charltable acllvlly for publlc benefll.. Independent Inforniatlon, Advlce and Advocacy - Providing impartial, confidential support to help older people navigate complex syslems, access enlillemenls and make informed decisions aboul Iheir lives. Health and Wellbeing Delivering inilialives that encourage physical activity. mentsl resilience and social connection, while piomoling p0511ive ageing and reducing heallh inequalilies. Together, these strands fomi the foundation of our mission., lo enable older people to live healthier, happier and more independent lives within their communities. ACHIEVEMENTS AND PERFORMANCE Information, Advice and advocacy Performance Indicators Total number of face-to-face service user contacts Wclfaro boncfits accosotcd Volunteer hours Volunteer in-kind support, nominally valued at Foot Care Appointments >8,000 >£1 ,400.000 >8,000 £100,000 2,653 A grant from Neath Port Talbot County Eorough Council conlributgs lo the Costs of op9rating our aounty wid9 informatior) and advice service. The shortfall is made up from fundrsising activities and contributions from our general funds. Telephone Helpline Our telephone helpline conlinues to be the most popular point of contact for service users. Over Ihè p8St year, our call monitoring system recorded over 13.000 calls, reflecling the vital role Ihis service plays in supporting older people and partner organisaiions. The helpline operates Monday to Friday, 8'.30am lo 4.30pm, providing timely and accessible assistance. The most common r8asons for calls include.. Informatlon and Advlce I Wellare Beneflts - In the coniext of an ongolng eosl-of-llving erisls, demand for guidance on income maximisation and welfare benefits remains high. This area continues to be a cornerstone of our support provision. Winter Fuel and Energy Efficiency- Requests for help with energy costs and efficiency measures have grown significantly, particularly during tho autsmn and winter monlhs. Good Nelghbour Sepilces Covering short-temi practical assistance, reablemenl support and befrlendSng services aimed at reducing loneliness and isolation. Foot Care Service - Wè have seen a continued rise in calls from individuals struggling to manage their own loot care or experiencing poor fool health. More complex casework - the helpline is handllng more complex cases, often including sltualions where callers presant wilh multiple, interlinked complex issuès. Staff and volunteers are spènding more time on each call lo provide In-dapih gLJldan¢e, ¢oordinat8 wlth external agencles and ensure that vulnerable older people re¢elve the righl support, Webslte Our website remains a key component of oui information and advice service. It is regularly updated with seasonal campaigns, events, and practical resources. This year. the site attracted over 5,550 users and generaled 13,000 page vlslts, demonslraling ils vslue as a trusted source of relevant information and supwrt. Page 3 AGE CONCERN NEATH PORT TALBOT (REGISTERED NUMBER.. 04193486> TRADING AS AGE CONNECTS NEATH PORT TALBOT REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2025 Soclal Modla Social media conlinues to grow as an effective communication and marketing tool, enabling us lo reach both individuals and partner organlsallons. Throughout the year, we Increased our efforts to promote servlces vla these platforms, resultlng in grealer engagement and direct communication with service users and their families. Facebook.. We maintain a five-star rating, with over 1,200 followers and 1,000 page likes. X (formerly Twitter).. Our presence has been sustained around 500 followers, and we plan to expand our use of these plallorrns furlher in Ihe coming year. HOPE (Helping others participate and engage) Advocacy Projocl HOPE is a collaborative initiative delivered by Age Cymru, its local partners and Age Connects Wales partners across the whole of Wale5. Funded by the We15h Government, the project provide5 independent advocacy for older people (aged 50+1 and carers. ensuring they have the support they need to navigate challenges and make informed decisions. The Servi￿ ernpowers individuals to engage, participate, access infomiation, understand their rights, make choices and have their voices heard. 11 also helps people share experiences, raise awareness of advocacy and build confidence through skills and knowledge development. HOPE delivers advocacy at a community level using a r8nge of models, supported by a network of trained volunteers. 8y recruiting, training and supporting these volunteers, the project ensures advocacy is accessible and responsive lo local needs. A key strength of HOPE is its early intervention approach, supporting people al the earliest stage of their coricerns to prevent issues from escalating into crisis, The project also includes a comprehensive training programme, enabling advocates across Wales to enhance their skills and knowledge. Talks Programme Our communily-based talks programme has continued lo play a vilal role in engaging older people and pariner Organisa￿'0nS across the counly borough. This year, we are proud lo report a significant increase in the number of lalks delivered, reflecting growing demand for our setvices and expertise, In addition to supporting local groups, clubs, and societies, we have once again seen heightened interest from Swansea-based partners and organisalKns, further exlending our reach and Impact, The talks have cov8red a wide rang& of topics, including an ov8rv18w of Ag8 Connects Ne8lh Port Talbol's servic8s, bul following last year's trend, there has been increased demand for sessions focused on income maximisalion, winter wellbeing, energy effic.i8ncy and OLir Local Energy Action Partnership ILEAPI service. Thè58 sessions have beer) p8rticul8rly valuable in helping old8r people prepare for seasonal challenges and manage rising energy costs. In addition to larger group presenlalions, we have delivered smaller, more largèled talks and demonstrations during Community Outreach Hub activities and within partner organisations team meetings, ensuring that information is shared direclly wilh Ihose who r)eed it most. This flexible approach allows us to respond quickly lo em8rging needs and provide practical, re18vant advic8 in accessible settings. By expanding the number and variety ol talks. w8 have strengthened our commitment to promoting wellbeing, reducing isolation and empowering older peop18 Wlth the knowledge and resources they need to live independently and confidently, Over 450 referrals have been made into our services as a result of this talks programme and event attendance. Income Maximisation Our Welfare Rights Service has experienced sustained and growing demand throughout an extremely challenging period for older peopl&, drlven by the ongoing cosl-of-living crlsis and rising flnancial pressures. Despite receiving only minimal funding to operate during 2024125, the service has continued lo deliver exceptional outcomes. raising over £1.4 million in previously unclaimed benefits for some of the most vulnerable individuals in our communities. We have maintained our Department for Work and Pensions IDWP} 'Altemalive Office, status, which is a formal designation granled by the Department for Work and Pensions {DWPI lo trusted partner organisations allowing them to act as an extension of DWP offices. These organisations are authorised to receive and process benefit claitns on behalf of older people and verify documents in.person, which speeds up the process and removes the need for clients to Post sensitive paperwork themselves. Claims are treated as if submitted directly to DWP, ensuring correct dales and earlier payments. Service users benefit from a supported, local seNice with enhanced convenience and tailored assistance. Many older people living solely on the State Pension are entitled to additional financial 5UPPOrt through a range of benefits and allowances that can make life more comfortable. However, the process of claiming these entitlemenls often involves lengthy and complex forrns, which can be ovenNhelming. As a result, millions of pounds in benefits go unclaimed each year. Page 4 AGE CONCERN NEATH PORT TALBOT (REGISTERED NUMBER.. 04193486> TRADING AS AGE CONNECTS NEATH PORT TALBOT REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2025 Our Welfar8 Righls programma provides compr&h8nsive support, including bonefit checks, form completion. roview forms and mandatory reconsiderations. We also assist with appeals procedures and offer specialist advice and guidance. In addilion to securing £1.4 million in unclaimed benefils, we have helped Servi￿ users access severe disability premiums, pension credit payments, councll tax reducllons and asslstsnce with renl payments, ensurfng they recelve the flnancial support Ihey deserve. Thls service remains a lifeline for older people: helping to alleviate poverty, reduce stress, and improve quality of life during one of Ihe most difficult economic periods in recent history. Legal Servlces While we do not currently have a fomial partnership with local solicitor fimis to provide a full suite of legal services. we are adively planning the development of a structured support service to rlleet this need in the near future. This new approach will strengthen our ability lo offer comprehensive legal assistance lo older people across the counly borough. In the meantime. service users have benefited from infomial partnerships with local companies, which have enabled access to limited free Wills campaigns and provided information and advice on essential le981 matters. includin9 Power of Altomey and Probate. These serviGes are crucial in helping older people plan for the future. protect their rights, and make infomied decisions about their affairs. Our goal is to build on this foundation by creating a formalised, sustainable legal sUPPOrt framework that ensures older people can access trusted. affordable, and timely legal guidance when they need it most. Neighbourhood Information Points We have continued to maintain a network of Neighbourhood Information Points strategically located in both urban and rural areas across the county borough. These Stands provide easy access to our telephone helpline number and display a wide range of printed information and resources, ensuring that older people and their families can qulckly find the support they need. Keep Well this Winter Despite receiving no designated grant funding during the winter of 2024125, we successfully delivered up-to-date information and advice to help older people slay warrn, safe and well during the colder munths. Our efforts included.. Circulating and dislribuling leaflets with practical guidance Providing energy efficiency advice ané winter wellbeing support through our telephone helpline, digital plattorms, social media and home visiting services. Building on the success of last year, our Loc21 Energy Action Partnership {LEAPI service has again enabled us to offer specialist energy efficiency support, including assislance with the provision of essential appliances and heating systems for those most in need. These initiatives have been vital in addressing the challenges faced by dder people during winter, particularly in the context of rising energy costs and the ongoing Cosl-ol-living crisis. Health and Well-being Community Outraach Services Our network of Community Outreach Hubs, supported by d8dicated volunteers, continues lo operate in key IoGations across the borough, providing vital support to older people. These hubs are designed to meet a wide range of needs - physical, emotional, socisl and financial, and remain a cornerstone of our commitment to improving wellbeing and reducing isolation. This year, over 350 servlce users have partlclpated in Outreach Hub activitias, and we have dolivered over 150 outreach hub sessions. This reflect5 Sustained and growing demand for communily-based support during an exceptionally challenging period for older people. Each hub offers a welcoming environment where individuals can access practical help. social interaction and tailored advice, ensuring that those experiencing the greatest disadvantage including poverty, loneliness, digital exclusion and reduced access to services receive meaningful support. Weekly sessions, delivered by trained staff and volunteers. provide a holistic, cost-effective early intervention programme aIn￿d at improving health, building resilience and reducing reliarbce on expensive or intensive care provision. Activities focus on rnainl8ir)ing and enhancing confidence, independence. choice and control. while promoting physical and emotional wellbeing_ By creating opportunities for meaningful engagement. we help older people prepare for future challenges, navigate transitions and avoid crisis points. Page 5 AGE CONCERN NEATH PORT TALBOT (REGISTERED NUMBER.. 04193486> TRADING AS AGE CONNECTS NEATH PORT TALBOT REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2025 ACHIEVEMENTS AND PERFORMANCE Key Priorities and Outcomes Tackllng Dlsadvantage and Hardshlp Outreach events and referrals connect older people to essential services Ihey might otherwise miss. such as benefit entitlement checks, home support, prevenlative healthcare and communty befriending. Creatlng Soclal Connectlons Weekly group sessions provide a bridge frotn isolation lo social iiiter8clion, fo51erin9 friendships and peer support Ilirough guided activities that promote wellbeing. Improving Quality of Lif8 and Indepondenc8 Our interventions priorilise preventative measures that help older people maintain financial stability, health and dignity, especially those living in isolated or challengin9 cirGum8tanceg. Access to Inforrnation and Support Outreach hubs enable direct 8elf-referrals and collaborative referrals from partners, extendlng our reach beyond one-to-one contact and ensuring timely access to help. Integration wilh Local Priorilias Our services complement and strengthen local capacity, ensuring sustainabl8, safe and accessible activities that align with preventative and early intervention strategies. Supporting People with Dementia Dementia awareness and continuity of support remain embedded within our outreach model, ensuring long-temi assistance for those affected. Community-Level Access We promote preventative measures and provide tailored guidance so older people and Iheir families feel confident that support is available locally, regardless of which agency delivers their care. Dementia Care Connects Our Dementia Care Connects Project operates within the Prevention and Community Coordinalion model of care, helping older people connect with and access community-based preventative and earfy intervention aclivilies. These activities are designed to improve and maintain physical and emotional wellbeing, while reducing the likelihood of issues escalating to the point where more intensive health or social care is required. Although Ihe proje¢l primarily focuses on prevention and early intervenlion, it also supports individuals at increased risk of dementia and those living with ils early stages, ensuring limely and appropriate assistance. Through the Dementia Care Connects initiative, we aim to identify and address known risk factors associated wilh dementia, particularly among older people who may be more vulnerable. This includes those that are over 65 years of age, people who are experiencing feelings of loneliness and isolation, poor mentallemolional wellbeing, those thal are physically inactive, have long term health conditions such as diabel&s, high blood pressure and high cholesterol, suffer with sensory loss, live in dèprived areas and maintain poor lifestyle choic8s such as smoking and alcohol use, Given th9 ageing populatic￿ and local demographics, these risk factors are highly prevalenl, with many service users experièncing multiple overlapping risks. Service users participate in weekly sessions and activities designed to reducE these risk factors and promote wellbeing. Core activities include= Soclal Interactlon lo combat loneliness and isolation Physical activity lo improve health and mobility Music therapy, reminiscence, and mindfulness to support emotional wellbeing Information and advice sessions on healthy living and dementia awareness Creativo workshops to stimulate cognitive fijnclion and engagement Our Dementia Care Connects Outreach Hubs also deliver tslks, demonstrations and information sessions, both internally and with external partngrs Ihat cover Iopics such as healthy eating, smoking cessation, safe medication use, screening and early signs of dementia. These efforts contribute to earlier diagnosis and iniervention, improving long-term outcomes. Page 6 AGE CONCERN NEATH PORT TALBOT (REGISTERED NUMBER.. 04193486> TRADING AS AGE CONNECTS NEATH PORT TALBOT REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2025 ACHIEVEMENTS AND PERFORMANCE Good Nelghbour Scheme Our Good Neighbour Scheme continues to play a vital role in helping older people access community-lev&l information and support services that prevent escalation lo urgent or prescribed health and social care interventions. This well*stablished model responds to the growing and well-evidenced needs of older people and their carers, focusing on maintaining he31th and wellbeing and removing barriers to essenlial supporl. This year, we have seen sustained demand and the service has supported 326 service users. There has been a notable Sncrease in the complexity of cases referred into tha service, ref1ecling the challenging circumstances faced by many older people. These cases often involve multiple issues such as poor physical and mantal health, financial hardship and social isolslion, requiring tailored, multi-faceted support. Key Areas of Support Reduclng negatlve health and so¢lal care Impacts for older people disproporlionalely affected by lo¢al serv5 reductions, poverty and isolation. Supporting older pooplo living alone and hard-lo-reach individualg who f8ce unmet he81th needs and elevated risk of requiring urgent or ongoing care. Assisting those unable lo access essentlal support around welfare beneflts and communlly resources due to Isolation or disability. Helping to rèduce Delayed Transfers of Care by building inler-agency and communily-led support capacily for older people discharged from hospital, The scheme offers tallored, face-to-face support designed to meet Sndividual needs. This Sncludes befriending and companionshlp, transport to medical appointments and assistance with ordering. collecting and delivering prescriptions and essential items. 11 also provides wellbeing checks and liaises with health and social care teams, alongside independent information. advice and income maximi5ation s8rvica5. Additional support includes indopendont advocacy, help with digital dovic8s, adminislralive tasks and guidance to re-engage with community-b85ed wellbeing opportunities. Key Impacts include: Improved Health and Wellbeing - Regular wellbeing checks, practical assistance and emotional support have helped older people maintain stability and avoid deterioration that could lead to hospital admission or long-terrn care. Rèducod Loneliness and18olation - Through befriending and companionship, service users have regained confidence, rebuilt social networks an¢J developed meaningful relalionships, reducing the harmful effects of isolation. Enhanced Independence and Choice - Tailored support enables older people to remain in their own homes safely, make informed decisions and maintain control over their lives. Financial S8curity - Income maximisalion and welfare benefit 5UPPOrt have helped alleviate poverty, ensuring older P80pl8 can afford gssenlials and live with dignity. Preventlng Crlsls and Escalatlon - Ey intervening early, the scheme reduces r8lianGe on costly health and social care services, preventing delayed transfers of care and avoiding emergency interventions Digital Inclusion - Support with devices and online services has helped older people slay connected, access infDrmatinn. and pngagp with r,ommLJnity rpsr)iJrrps. The personalised nature of the service means that every interaction has an immediate and lasting impact. Service users report feeling more confident, less isolated and better equipped to manage daily life. while professionals recognise the scheme as a critical component of preventative care and community resilience. To18phone befrianding Our telephone befriending Service continues to provide a vital lifeline for older people experiencing loneliness and isolation. Through regular, friendly phone calls, our staff ané volunteers not only offer companionship but also act as an importanl point of contact to identify additional needs and connect individuals to further support services. This year, we have seen sustained demand for telephone befriending, reflecting the ongoing challenges faced by older people in maintaining social connections. For many, these calls are more than just a conversation, they provide reassurance, emotional support and a sense of belonging, helping to reduce feeling5 of isolation and improve overall wellbeing. Page 7 AGE CONCERN NEATH PORT TALBOT (REGISTERED NUMBER.. 04193486> TRADING AS AGE CONNECTS NEATH PORT TALBOT REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2025 ACHIEVEMENTS AND PERFORMANCE In addition to alleviating loneliness, the Servi￿ plays a preventative role, enabling early identification of issues such as deterioraling health, flnanclal concerns or safeguarding rlsks. By Intervening promptly, we can prevenl problems from escalatlng and ensure older people receive timely assistance. Feedback from service users highlights the positive impacl of this serviGe, with many reporting improved mood. increased confidence. and greater awareness of available support. For those who are housebound or digitally excluded, telephone befriending remains an essential connection to Ihe outside world. Falls Prevention Through our Age Connects Wales partnership. we have once again joined forces with Age Cymru and Care and Repair Cyrnru to champion the importance of falls prevention. This collaborative campaign has combined digital outreach. powerful case studies and SOC121 media engagement to raise awareness of the risks and available support. Beyond online activity, we've worl(ed closely with other organisations and profe$sional8 who Support older people, helping them identify risk$, prevent falls and ensure those who have experienced a fall receive the right care and guidance. Together. we're making a real difference in reducing falls and promoting safer. more independent living for older people across Wales. Local Energy Action Partnership {LEAP) As the leading provider of support setvices for older people in Nealh Port Talbol, we have seen a sharp rise in enquiries and referrals related lo fuel costs, fu81 poverty and the wider c051-of-living crisis. In response, we've strengthened our delivery of the Local Energy Advice Partnership ILEAPI, a national initiative offering free, practical solutions to improve energy efficiency and reduce household costs. Through LEAP. eligible households can access a comprehensive range of support, including.. Expert energy efficiancy advice tailored to individual needs Flee energy-saving measures and equipment Home insulation improvements Boiler repair or replacement. Energy-eflicienl while goods. As the official delivery partner for Neath Port Talbol and Swansea, we provide Dlder and vulneraiJe residents with direct access to these resources, helping lo tackle unaffordable heating and improve home comfort, Our trained staff carry out home visits to conduct energy efficiency checks and install practic81 measures such 8s LED light bulbs, draughl excluders, radiator panels, door brushes and FK)t walei cylind8r jackets. Where 81igible, we also arrange and facililale refe￿al8 for boiler and applianc8 replacem8rit schemas. This holistic approach not only reduces energy costs but also promotes financial security and wellbeing, making a real difference for those mosl aflècled by rising living costs. In the pasl ye8r, we have supported over 250 h¢useholds and installe¢J more Ihan 900 en8rgy-saving measures. Volunteerlng Programme Our voluntears ar8 Ihe heartbeat of Age Connects NPT. Evèry member of our volunte8r team is DBS chacked, receiv8s a thorough induction and is 8quipped with a range of trainin9 rgsourcgs to support them in their rolos. In addition, they complete several rol8-specific online training modules, ensuring Ih8y have the knowledge and confidence lo deliver high-quality support. Voluntccrs contributo in many ways - working dircclly with oldcr pcoplc, providing vital administrativc a551Stanco and supporting fvndraising activities. Colleclively, Ihey have dedicated an incredible 8,000 hours of servlce this year alone. Based on the Office for National Siatislics IONS) hourly rale for employees in Vvales, this equates to an in-kind contribution worth over £100,000 - a truly remarkable impact. We are committed to retaining and developinq volunteer skills both fDr our onqoinq services and future projects. This ensures we can continue to maximise resources and improve the lives of some of the most marginalised individuals in our community. Our volunteers are not only essential to our organisation, they are also highly valued. We provide opportunities for them to gain new skills. build social connections, give back to their community. and, where appropriate. receive an up-to-date reference. Over the past year. we've offered a wide range of accredited and non-accredited training to both new and existing volunteers which have included Welfare Benefits, Information and Advice, First Aid, Protection of Vulnerable Adults, Ageing, Communicating Effectively. Person-cenlred Care, Assessing Needs, Challenging Behaviour and Confidentiality. Page 8 AGE CONCERN NEATH PORT TALBOT (REGISTERED NUMBER.. 04193486> TRADING AS AGE CONNECTS NEATH PORT TALBOT REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2025 ACHIEVEMENTS AND PERFORMANCE It is only through the dedication and generosity of our volunteers that we can deliver such a wide range of high-quality services. We would Ilke to take thls opportunlty to express our heartfelt Ihanks lo every volunteer for thelr tlme, skills and dedicallon. Income Generatlon Foot Care Servlce Healihy, Gomforlable feet ale esseiilial for maintainin9 independence and wellbeing, especially for older people. Our nail cutling and non-surgical foot care Servi￿ has become a lifeline for hundreds of older residents this year. Ageing often brings challenges such as arlhrilic joints, thickened nails, hard skln, corns and ingrowing toenails. all of which can affect balance, make walking painful and even dangerous. To address this. we provide ri8k-asse38ed community cliniG3 in acces8ible venue8 across the borough. including a specially adapted room at our Neath Head Office. For those unable lo attend, we offer home visits. extending the service to care homes. sheltered housing and supported accommodation. With hospital consent. we've even delivered foot care on SBUHB h05pilal wards. ensuring patients maintain foot health during long slays. This convenient. affordable service is well-e51ablished, growing steadily and continues to generote a regular surplus that supports our wider work. To maintain the highest standards. our team receives ongoing supervision and follows best practice guidance frorn Podiatry Servic8s, In the past year alone, we deliv&red 2,653 appointments, helping older people stay mobile, independent, and pain-free. Homg Flro Saf•ty Cho¢k8 Through our partnership with Mid and West W81es Fire and Rescue Service, we provide free Home Fire Safety Checks for residents who are vulnerable or al high risk. Delivered by experienced volunteers, these visits include tailored safety advice and the inslallalion of essential equipment such as smoke alarm5. carbon monoxide detectors, slove alarms, extension leads and fire-retardant bedding completely free of charge. This proactive service plays a vital role in reducing deaths and injuries caused by accidenlal fires. Our goal is lo make it as accessible as possible, and this year we completed 155 Home Flre Safety Checks, providing equipment worth over £8,700 (based on markel-leading prices). By comblning practical support wlth preventative measures, these IniliatSves not only protect lives but also give peace of mlnd to some of the most vulnerable members of our community. FINANCIAL REVIEW Financial position During the course of the year, we have continued to maintain a light fiscal policy, which has 8nab18d us to maintain our reserve5 as slated below. We have been successful in securlng speclfic funding lor prolecl work and the marbagement costs we Sncorporated into our proje¢A budgets have contributed to our overall running costs. During the financial year the chanty reported a surplus of £37,80412024'. surplus £14,164). We ar8 pleased to report that 98.1°k of expenditure was ulilised directly on charitable activities, with the remainder on governance and income generation. The unrestricted reserves al 31 March 2025 were £238,86712024'. £202,300) and reslricled reserves were £6,79312024.' £5,556). 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 lo conlinue and expand Ihe services they currently provide. The charity's policy is lo maintain designated reserve for", 11) The critical cosl fund represents six months running costs, eslimated staff notice, redundancy costs and lease agreement termination cosls. 12} The plannèd budget spend 25126 represents funds lo cover the èxpected shortfall in income during the year endad 31 st Nlarch 2026 and allow all services to continue. 13) The charity's long-term plan to purchase ils own premises or lease larger and more appropriate space is represented by the 'Buildings Fund,. Page 9 AGE CONCERN NEATH PORT TALBOT (REGISTERED NUMBER.. 04193486> TRADING AS AGE CONNECTS NEATH PORT TALBOT REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2025 FUTURE PLANS As the leading specialist organisation for older people in Neath Port Talbot, we are committed to shaping innovative sgrvices that respond to growing demand, particularly considering the significant and ongoing funding challenges facing both the public and voluntsry sectors. Our focus Is on suslainabillty, accessiblllly and creating meanlngful Impact for those who need us most. Rènewal of Alternatlve Offlce We are proud to maint3in our status as a Department for Work and Pensions {DWP) Alternative Office, continuing to meet all required policie5 and proceduies. It is a frjrmal desi9nalion 9ranted by the Departtnent for Work and Pe￿519n5 IDWPI to Irusled partner organisations allowing them to act as an extension of DWP offices. These organisations are aulhorised lo receive and process benefit claims on behall of older people and verify documenls in-persDn, which speeds up the process and removes the need for clients to post sensitive paperwork themselves. Claims are treated as if submitted directly to DWP. ensuring correct start dales and earlier payments. Service users benefit from 2 supported, local service with enhanced convenience and tailored a$si$tance. In e8senGe, AO s181u$ empower¥ local or9ani8ations to streamline and 8UPPQrt benefit aGces$ for vulnerable older people, improving service and sFeed. Foot Care Servlco Our fool care service remains a cornerstone of our work, and we plan to strengthen it further. This includes re-engaging former service users. identifying new delivery locations and increasing the frequency of existing clinics. We will continue to build on strong partnerships ivith hospitals, re50urce centres and pharmacies. while maintaining our role as a trusted referral option for the Swansea Bay University Health Board Podiatry Service. In anticipation of rising demand, we continue to explore opportunities to expand our dedicated Fool Care Team, ensuring older people can maintain mobility, independence and wellbeSng. Local Energy Action Partnership {LEAP) With the cost-of-living ttrisis continuing to impact older people, demand for our LEAP service remains high. We will invest in additional staff resources to reach more household5 and provide vital eneigy-saving support, Beyond reduLing bills, this seNic8 acts as a gateway to wider assistance, enabling us to identify and support some of the most vulnerable and hardesl-to-reach individuals in our community. In an increasingly challenging environment, this targeted approach is essential to our mission. Age Connects Neath Port Talbot . One Stop Shop Our lown centre premises will continue to serve as 8 one-slop shop for older people, offering easy access lo advice and support. We will revisit invesligalions to create a collaborative hub involving hosling like-minded organisations within our space. By offering facilities to partner organisalions, we can help maintain local presence, improve service accessibility and strengthen regional delivery models. W•b8ite and social media Online platforms remain a powerful lool for conneclion and aw8reness. We ￿11 continue to grow our digital presence, using our website and social media channe15 to promote services, share vital information, and reise awareness of issues affecting older peoplè. These platforms also enable us lo build stronger links with slatutory, private. and voluntary sèctor partners. ensuring our messag8 reaches as many people as possible. Outreach servlces Our Outreach Services were developed fc4lowing extensive consultation with older people and parlner organisations, ensuring Ihey raflecl real needs within the community. Despite previous progress, Ihera remains a strong and ongoing demand for fl8xibla, community-based activities and social rèhabilitation s8rvices across the county borough. Through our Community Outreach programme, we've delivered a kvida range of health and wellbeing activities in local vgnues, bringing services closgr to where people liv8. Those include exercise classos, walking groups, mindfulness sessions, arts and crafts. music sessions, intcrgonerational activities and healthy living talks and demonstrations. We've also previously extended this provision into Sheltered Housing Complexes, rewgnising that even in sUPPOrted envirDnments, residents can experience loneliness and isolation. Page10 AGE CONCERN NEATH PORT TALBOT (REGISTERED NUMBER.. 04193486> TRADING AS AGE CONNECTS NEATH PORT TALBOT REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2025 To build on this success and maet growing demand. we will: Expand Communlty Outreach Hubs and Dementla Care Connects provlslon, as these activities have a proven impact on Physical health, emotional wellbeing and reducing loneliness. Strengthen our referral network to maximise reach, increase participation and ensure more older people benefit from these seNices. Recruit and train additional voluntoers. boosting capacity and raising awareness within local communities about the support available, parlicularly for those living with or at risk of dementia. Broaden our actlvlly prograffltne, workirig Llotsely with setviLe users lo offer diverse opportunities Ihat promote physical, emotional and social wellbeing while encouraging creativity and skill development. Provide independent information and advice, helping older people navigate welfare benefit changes and the ongoing cosl-of-living crisis to protect their income and financial securily. Good Neighbour Scheme Demand for our Good Neighbour Scheme continues lo groiv, driven by the SUC￿8$ of existing projects and the needs identified through our community hubs. This initiative plays a vital role in reaching some of the most isolated and vulnerable individuals in the borough. To build on this success and meet growing demand, we will.. Enhance our roferral network to ensure the scheme reaches all potential stakeholders and those most In need, creating stronger links with health, social care and community partners. Increase volunteer recrultment and tralnlng, building capacily and equipping local communities with th8 skills and confidence lo support lonely and marginalised older people effeclively. Expand our advlce provision, particularly around welfare benefits and means-lestad entitlements such as Pension Credit and Wlnler Fuel Payments, crlllcal durlng the wlnler months when finan¢lal pressures are greatest. Facllltat8 access to communlty-ba8ed health and wellbelng actlvltles, supporting individuals who have regained confidence and independence following periods of reablemenl, and helping Ihèm reconnect socially. Explore opportunilies to scale up, using the scheme's 'galeway' role lo inlroduc8 additional home•bas8d support setvices in areli s where health and social care resources are stretched. Manage Increasingly complex referrals, whlch often involve multiple needs such as financial hardship, health challenges and social isolation. Our t9am will continu8 tD adopt a holistic approach, working closely wilh statutory 88rvic88, coordinating multi-ag8ncy support and 8nsuring that ev8n th8 most complex cas8s r8ceiv@ tim8ly, tailored assistance. This proactive approach nol only addresses immediate needs bul also helps prevent crises and promot9$ long-lemi wellbelng. Independent advocacy As an independent organisation with a proven track record in delivering reli8ble, responsive advocacy for people aged 50 and over, we remain committed to championing its importance. Our goal is to ensure that older people have a strong voice in decisions that affect their lives, whether in health, social care, housing or linancial mallers. We will continue lo raise awareness of the need for advocacy, highlighting our experlise and experience in providing a robust, person-cenlred service. Our partnership with Age Cymru and Age Connects Wales Ihrough the HQPE Advocacy Project remains central to this work, and we are proud lo act as the host or9anisation for the Swansea 8ay region. In addition lo formal advocacy, we will maintain and prornote 'lower level, advocacy support through our Community Outreach, Good neighbour Scheme and Information and Advice services. This ensures that older people can access help with everyday challenges such as understanding complex paperwork. navigating sys1em5 and making informed choices. before issues escalate. Social Ent8rpris8 The landscape for third sector funding is changing rapidly, with increased competition and fewer large grant opportunities. In response, we will intensify our focus on developing social enterprise activities as a Sustainable way to generate income and protect essential services for older people, Our approach will include.. Consultinq with service users to identify qaps and OPPDrtunities for new ServI￿S that meet real needs. Collaborating with other Age Connects organisations and Age Connects Wales lo share ideas, resources, and besl practice. Exploring innovative rnodels that diversify income streams while delivering social impact. Page11 AGE CONCERN NEATH PORT TALBOT (REGISTERED NUMBER.. 04193486> TRADING AS AGE CONNECTS NEATH PORT TALBOT REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2025 W& continue ID aclivaly investigate social enterprise opportunilies. which if daveloped andlor axpandad will ganaral8 unrestricled funds, which are vital fDr maintaining flexibility and resilience. Surplus income will be reinvested into the charity, onabling us to continue delivering high-quality, life-enhancing servi￿$ for l(ral older people, especially in the face of ongoing cost of living crisis. Our future plans form part of a bold, future-proof strategy designed to strengthen sustalnabllity and empower older people. By Investlng In Innovatlva servlces, expandlng soclal enterprlse and ènhanclng 8er4Sees. we are bulldlng resllien¢e agalnst fundlng Challenges whlle ensurlng older people have a strongorvolce, greater ¢holce and a¢¢oss to tho support they need. These Inlllatlves posltlon Age Conne¢ls Neath Port Talbot as a forward-thlnklng organlsatlon ommittod lo adapting to Ghan9e and improvin9 lives for gfynerations lo Gome. STRUCTURE, GOVERNANCE AND MANAGEMENT Gov•rning document The charity is controlled by its goveming docLJment. a deed of trust, and constitutes a limited company, limited by guarantee, as defined by the Companies Act 2006. Age Connects Nealh Port Talbot is the operating titl8 of Age Concem Neath Port Talbot. The charity operates under the former Age Con￿rn Movement's Gold Memorandum and Articles of Assooation. This sets out the objects and Powers of the chorilable Gompony. Recruitmenl and appointment of board members The director5 of the company are also charity Irusle8s for th8 purposes of charity law, and in th8 organisation's Memorandum and Articles are known as the Board. Articles 24 to 29 set out the procedures for recruitment and appointment lo the Board. Elections for the Board take place al the Annual General Meeting. Members are elected to serve for a period of three years, after which temi they are eligible lo seek re-election. We aim lo ensure that our 8oard is both representative of the people and communities with whom we work and has th8 necessary cornbined skills and experience to effectively govern the organisalion. While involvement in a wider Executive Committee andlor an Advisory Group (see below) provides useful experience for potential 8oard members, we do not limit our search lo these routes. Our extensive cioss-sector networks have proven invaluable for advertising vacancies and reaching potential candidates. Organlsatlonal structure The Board currently employs one core member of staff, a Chief Executive Officer on a p8manent contract. Other staff members are employed on fixed term contracts ulilising restricted funds for specific work. The average full-lime equivalenl number of staff this year was 7. Our 33 active volunteers were supeNised and supportèd by the staff leam. We 8re most grateful lo Nealh Port Talbol County Borough Council for conlributing lowards our core costs. Page12 AGE CONCERN NEATH PORT TALBOT (REGISTERED NUMBER.. 04193486> TRADING AS AGE CONNECTS NEATH PORT TALBOT REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2025 STRUCTURE, GOVERNANCE AND MANAGEMENT Induction and training of new trustees It is Importani to remember that the Irustees are volunteers. Age Connects Neath Port Talbot operates a robust volunleer recruitment, screening 8nd induction process. which applies lo Board members, as it doss to all olher volunteers. Our Investing in Volunteers quality mark has previously expired, but we continue to follow its guidance. This process, which is underpinned by a comprehensive volunteer handbook, includes an infomial interview, taking up references. and where policy necessilales, a Disclo5uie and Barring IDBSI check. Poteiilial caiididales for tlie Board also nieet existing TrusleelDireclors 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 Tru$leelDirector Welcome P8ck, which includes various ilem3 such as Charity Commission publications, and the Age ConneGts Neath Port Talbot portfolio of business plans. Group andlor individual training is provided in response to identified needs and an annual away day provides new recruits with the opportunity to learn more about Dur organisation's policy and strategy, as does attendance at special events, such as project launches. Executive Committee The Executive Committee lif appoinledl is comprised of the Board members plus co-opted representatives with additional 8xpertise. {Co-OPted members have no voling rights). Rlsk management We hold both Professional Indemnity and Public Liability Insurance. Poliaes and procedures are reviewed annuglly, and where necessary. introduced to rninimise idenlrfied risk factors, We hold an annual away day where staff and board members work together on th8 organisation's slrat8gic development and any associated business plans. At this meeting we carry out strategic analysis which can highlight opportunities. 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 b8n8factors for their continu8d support. Our thanks to our independent examiner, Michael Jones and his collea9U8s al Bevan Buckl8nd LLP Chartered Accountants for their professional support and guidance throughoul the year. This report has been pfftpared in accordance with the speual provisions of Part 15 of (he Companies Act 2006 relaling lo small companies. Approved by order of the board of Irustees on 28 December 2025 and signed on its behalf by,, L Veale- Trustee Page13 INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF AGE CONCERN NEATH PORT TALBOT Independenl examiner's report to the trustees of Age Concern Neath Port Talbot (Yhe Company,) I report lo the Charity Irustees on my examination of the accounts of the Company for the year ended 31 March 2025. Responslbllltles and basls of reporl As the charitls trustees of tho Company land also its directors for the purposes of company lawl you are responsible for the preparation of the accounts in accordance with the requirements of Ihe Companies Act 20061'lhe 2006 Act'l. 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 independenl examination, I report in respect of my examination of your charity's accounts as carried out under Section 145 of the Charilies Act 2011 I'the 2011 Act'l. In carrying out my examination I have followed the Directions given by the Charity Commission under Section 145{5) (b) of the 2011 Act. Independenl examiner's statement Since your charity's gross income exceeded £250,000 your examiner must be a member of a listed body. I can confirm that l am qualified to undertake the examination because l am a member of the Association of Chartered Certified Accountants. which is one of the listed bodies. I have completed my examination. l Gonfimi that no matters have come lo my attention in Gonnection with the examination giving me cause to believe- accounting records were not kept in respect of the Company as required by Section 386 of the 2006 Act,, or the accounts do not accord with thor￿e recordo; or the accounts do not cornply with the accounting requirements of Section 396 01 the 2006 Act other than any requirement that the accounts give a Irue and fair view which is not a matter considered as part of an independent examination., or the accounts have not been prepared in accordance with the methods and principles of the Slalemenl of Recommended Practice for accounting and reporting by charities (applicable to charities preparing their accounts in accordance wlth the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 10211. I have no concerns and have come across no other matters in connection with the examination to which allenlion S￿uld be drawn in this r8POrt in order to enable a proper understanding of th8 accounts to be reached. Michael Jones 8evan 8uckland LLP Ground Floor Cardigan Hou88 Castle Court Swansea Enterprise Park Swansea SA7 9LA 28 December 2025 Page 14 AGE CONCERN NEATH PORTTALBOT TRADING AS AGE CONNECTS NEATH PORT TALBOT STATEMENT OF FINANCIAL ACTIVITIES {INCORPQRATING AN INCOME AND EXPENDITURE ACCOUNT) FOR THE YEAR ENDED 31 MARCH 2025 2025 Total funds 2024 Total funds Unrestricted funds Restricted funds Notes INCOME AND ENDOWMENTS FROM Donations and legacies 1,941 1,941 4,332 Charitable activitie5 Promole relief for elderfy people 131.764 138,579 270,343 242,970 Investment income Total 2,882 136,587 2,882 275,166 1,536 248,838 138,579 EXPENDITURE ON Raising funds 4.454 4,454 4,372 CharStable actlvltles Promote relief for eldetly people Total 95.566 100.020 232,908 237,362 230,302 234,674 137,342 NET INCOME 36,567 1,237 37,804 14,164 RECONCILIATION OF FUNDS Total funcls hrDught fDrward 202,300 5,556 207,856 193,692 TOTAL FUNDS CARRIED FORWARD 238 867 245 660 207 856 CONTINUING OPERATIONS All income and expenditure has arisen from continuing activilies. The notes form part of these financial statements Page15 AGE CONCERN NEATH PORT TALBOT (REGISTERED NUMBER.. 04193486> TRADING AS AGE CONNECTS NEATH PORT TALBOT BALANCE SHEET 31 MARCH 2025 2025 Total funds 2024 Total funds Unrestricted funds Restricted funds Notes FIXED ASSETS Tangible assets 1.001 1.001 2,466 CURRENT ASSETS Deblors Cash at bank 12 1,000 241.659 242,659 1.000 248 452 249,452 2,210 207 763 209,973 6,793 6,793 CREDITORS Amounts falling due within one year 13 14,793} {4.793) 14,5831 NET CURRENT ASSETS 237,866 6,793 244,659 205,390 TOTAL ASSETS LESS CURRENT LIABILITIES 238,867 6,793 245,660 207,856 NET ASSETS FUNDS Unrestricted funds Reslricled funds TOTAL FUND8 238 867 245 660 207 856 15 238,867 6,793 245 660 202.300 5,556 207 856 The charitable company is entitled lo exemption from audil under Section 477 of the Companies Act 2006 for Ihe year ended 31 March 2025. The members have not required the company to obtain an audit of its financial slalements for the year ended 31 March 2025 in a¢¢ordan¢e with Sectlon 476 of the Companles Act 2006. Tlie Iruslees ackiiowledge their I'esponsibilities foi la) ensuring that the charitable company keeps accounting records that comply with Sections 386 and 387 of the Companies Act 2CJ)6 and preparing financial statements which give a true and fair view of the stale of affairs of the charitable company as at the end of each financial year and of its surplus or deficit for each financial year in accordance with the requirements of Sections 394 and 395 and which otherwise comply with the requirements of the Companies Act 2006 relating to financial statements, so far as applicable lo the charitsble company. Ib) Thes6 flnancial statements have been prepar6d in accordance with the provislons applicable to charitable companies subject to th8 small companies regime. The financial statements were approved by the Bosrd of Trustee5 and authorised for issue on 28 December 2025 and were signed on ils behalf by.. L Veale - Trustee The notes form part of these financial statements Page16 AGE CONCERN NEATH PORTTALBOT TRADING AS AGE CONNECTS NEATH PORT TALBOT NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025 STATUTORY INFORMATION Age Concern Neath Port Talbot is a charitable company, limited by guarantee, registered in England and Wales. The charlty's reglstered number and registered office address can be found on the Reference and Adminlslrative Detalls page. The presentation currency of the financial slatements is the Pound Sterling {£). ACCOUNTING POLICIES Basis of preparing the tinancial statements The financial slalements of Ihe charitable company, whlch is a public benefit entity under FRS 102, have been prepared in accordance with the Charities SORP IFRS 1021 '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 IFRS 1021 {effeGlive 1 January 2019),. Financial Reporting Standard 102 'The Financial Reporting Standard applicable in Ihe UK and Republic of Ireland, and the Companies Act 2006. The financial stalernents have been prepared under the historical cost convention. The trustees consider that there are no material uncertainties about the charills ability to continue as a going concem. Financial raporting standard 102- reducad disclosure 8x8mptions The charitable company has taken advantage of the following disclosure exemption in preparing these financial statements. as pernitted by FRS 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland,: th8 requirements of Section 7 Statement of Ca8h Flows. Income Income is recognised when the charity has entitlement to the funds, any performance conditions attached lo the itemlsl of income have been mel, il 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 lo profit and loss account over the useful lives of the related assets, whereas those in relalion lo expenditure are crediled when the expenditure is charged to profil and loss. Donations, are recognised when the charity has been notified in writing of both the amount and selllemenl dale. In the evenl Ihal a donation is subject lo conditions thal require a level of performance before the charity is entitled lo the funds, the income is deferred and not recognised until either those condilions are fully met, or the fulfilment of those conditions is wholly within the control ol the charity and il is probable Ihal those conditions will be fulfilled in the reporting period. Legacy gifts are recognised on a cas& by case basis following Ihe granting of probale when the administralorlexeculor for the eslale has communicaled in wriling both the amount and selllemenl date. In the event Ihat the gift is in th8 fom of an asset other than cash or a financial asset traded on a recognised stock exchange, recognition is subjecl to the value of the gift being rellably measurable with a degree of reasonable accuracy and the title lo the asset having been transferred to the charity, Expendlture Liabilities arg recognised as expenditure as soon as there is a legal or construclivo obligation commilling Ihg Charity lo that expenditure, il is probabl8 Ihal a transfer of economic benefits will be required in seltlement and th8 amount of the obligalion can be measured reliably. Expenditure is accountgd for on an accruals basis and has been classified under h6adings Ihal 8ggregale all cost relaled lo the category. Whera costs cannot ba diractly attnbuted lo particular headings th&y hava been allocalad lo activities on a basis consistent with the use of resourc6s. The cost of generating funds comprises those costs associalod with attracting grant income. Charitable expendituro comprises those costs incurred by the Charity in the delivery of its activities, both cosls directly attributable and indirect SUPPOrt cosls. Governance Gosls include those Gosts associaled with rneeling conslitulior)al and slatvtory requirements of the Charity. The Charity inilially idenlifies the costs of its support functions. Support costs indude back office costs, finance, personnel, payroll and govemance costs which support the charities programmes and activities. Page 17 conlinued..- AGE CONCERN NEATH PORTTALBOT TRADING AS AGE CONNECTS NEATH PORT TALBOT NOTES TO THE FINANCIAL STATEMENTS- continued FOR THE YEAR ENDED 31 MARCH 2025 ACCOUNTING POLICIES- contlnued Expenditure All wsls alloGated belween 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 lime spent on the activity, or another equitable usage measu￿. Tangible fixgd a55ets Depreciation is provided at the following annual rates in order lo write off each asset over ils estimated useful life. Fixtures and fittings Computer equipment 10% oncost 33.kn on cost Th8 charities policy is to capilalise items purchased costing over £500. Taxation The charity is exempt from corporation tax on its choritable activities. Fund accounting Unrestricted funds can b8 Used in accordance Wlth th8 charitable objectives al the discretion of the trustees. Restricted funds can only ba used for particular restricted purws8s within thg objects of th8 charity. Restrictions arise when specified by the donor or when funds are raised for particular restricted purposes. Further explanation of the natur8 and purpos8 of each fund is included in the notes to the financial slaternenls. Defined contribution pension scheme The charitable company operates a defined contribution pension scheme. Contributions payable to the chaTilable company's pension scheme are charged to the Slalemenl of Financial Activities in the period to which they relate. Short.Term Employee Beneflts Short-lerm employee benefils that ar8 expected lo be settled wholly before twelve months after the end of the annual reporting period in which the employees render the related Servi￿.. lal wages, salsries and social security ¢onlribulions', Ibl lime in lieu owed to the employee. Debtors Trade and other debtors are recognised at Ihe selllement amount after any trade discounl offered. Prepaymenls are valued 81 the amount prepaid net of any trade discounts due. Cash al bank and In hand Cash al bank and cash in hand includ8s cash and $I￿rt term highly liquid investments with a short malurily of thre8 months or18ss from the date of acquisition or opening of the d8POSit or similar account. Credltors and provlslons Creditors and provisions are rec¢JJnised whare the charity has a presgnt obligation rasulting from a past event Ihal will probably result in the transfer of funds to a third party and the amount due lo settle the obligation can be measurad or gstimated rgliably. Creditors and provisions are normally rgcognised al their settlement amount after allowing for any trade discounts due. Flnanclal Instruments The company has elected to apply the provisions of Section 11 'Basic Financial Instruments, and Sedion 12 '0ther Financial Instruments Issues, of FRS 102 lo all of its financial instruments. Financial instruments are recognised in the company's balance sheet when the Company becomes party to the contractual provision5 of the instrument. Page 18 conlinued..- AGE CONCERN NEATH PORTTALBOT TRADING AS AGE CONNECTS NEATH PORT TALBOT NOTES TO THE FINANCIAL STATEMENTS- continued FOR THE YEAR ENDED 31 MARCH 2025 ACCOUNTING POLICIES- contlnued Financial assets and liabilities are offset, with the net amounts presented in the financial statements, when there is a legally enforceable right to sel off the recognlsed amounts and there Is an Inlentlon lo settle on a nel tsasls or to reallse the asset and settle the liability simultaneously. Bas1¢ flnanclal assets Basic financial assets. which include debtors and cash and bank balances, are initially measured at transaction price including traiisaclion costs and are 5ubsequenUy cairied at aniorlised fjost usin9 Ihe effeclive inleresl niethod vnless the arrangement constitvles a financing transaction. where the transaction is measured at the present value of the future recelpts discounted al a market rate of interest. FinancSal assets classified as recelvable within one year are not amortlsed. Dorocognition of financial ass8t9 FinanGial assets are dereGognised only when the contractual rights to the ca8h flows from the asset expire or ore settled. or when the company transfers the financial asset and substantially all the risks and rewards of ownership to another entity. or if some significant risks and rewards of ownership are retained but control of the asset has transferred to another party that is able to sell the asset in ils entirety to an unrelated third party Classification of financial liabilitie8 Financial liabilities and equity instruments are classified according to the substance ol the contractual arrangements entered into, An equity instrument is any contract that evidences a residual interest in the assets of the cornpany after deducting all of its liabilities. Basic financial liabilitie8 Basic financial liabilities, including creditors and bank loans, are initially recognised at transaction Pri￿ unless the arrangement constitutes a financing transaction. where the debt instrument is measured at the present value of the future payments discounted al a market rate of interest. Financial liabilitiès classili8d as payable within one year ar8 not amortised. Debt instruments are subsequently carried al amortised cost, using the effective interest rate method. Trade creditors are obligations lo pay for goods or services thst have been acquired in the ordinary eourse of business from suppliers. Amounts payable are classifi8d as cuirent liabilities if payment is due within on8 y8ar or less. If not, they are presented as non-currenl liabilities. Trade creditors are recognised initially al transaction price and subsequently measLJred al amortised cosl using Ihe effective interest method. Derecognition of financial liabilities Financial liabilities are derecognised when the company's contractual obligations expire or are discharged or cancelled. DONATIONS AND LEGACIES 2025 2024 Oonations INVESTMENT INCOME 2025 2024 Inler8St received Page 19 conlinued..- AGE CONCERN NEATH PORTTALBOT TRADING AS AGE CONNECTS NEATH PORT TALBOT NOTES TO THE FINANCIAL STATEMENTS- continued FOR THE YEAR ENDED 31 MARCH 2025 INCOME FROM CHARITABLE ACTIVITIES 2025 2024 Activity Promole rellef for elderly people Promote relief for elderly people Promote relief for elderly people Promote relief for elderly people Nall cultlng servlces Outreach contributions Energy surney income Grants 41,620 7,224 46,405 175,094 270 343 34,172 4.981 34,150 169,667 242 970 Grants received, included in the above, are as follows.. 2025 2024 NPTCBC- SLA Core Age Cymru HOPE Project hosting allowance National Coal Authority RIF Dementia Connects RIF Prevention Grant National Grid CDmmunity Matters NPTCVS Cost of Living Grant NPTCBC Food Voucher Grant Community Foundation MoondanGe Foundation 31,715 4.800 3,389 56,120 54,D90 29.920 4.800 56.120 54,091 9,400 5,336 5.000 5.000 25.DOO 175094 169667 CHARITABLE ACTIVITIES COSTS DSrect Costs Support costs Totals Promote relief for elderly people 227 501 232 908 NET INCOMEIIEXPENDITURE) Net incomellexpenditurej is stated after chargingl(creditingl'. 2025 2024 Depreciation - owned assels TRUSTEES, REMUNERATION AND BENEFITS There were no trustees, remuneration or other benefi18 for the year ended 31 March 2025 nor for the year ended 31 March 2024. Trustees, expenses There were no trustees, expenses paid for the year ended 31 March 2025 nor for the year ended 31 March 2024. Page 20 conlinued..- AGE CONCERN NEATH PORTTALBOT TRADING AS AGE CONNECTS NEATH PORT TALBOT NOTES TO THE FINANCIAL STATEMENTS- continued FOR THE YEAR ENDED 31 MARCH 2025 STAFF COSTS 2025 2024 Wages and salarles 191 510 191 510 184 731 Thè average monthly number of employeas during the year was as follows.. 2025 2024 Community No employees recgivod 8moluments in oxcass of £60,000. The total remunerallon pald lo key manag&m8nl durlng th& year was £54,41312024- £52,406). 10. COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES Unrestricted funds Restricted funds Tolal funds INCOME AND ENDOWMENTS FROM Donations and legacles 4,332 4,332 Charitable activities Promote relief for elderly people 108,023 134,947 242,970 Investment income Total 1,536 113,891 134 947 248 838 EXPENDITURE ON Raising funds 4,372 4,372 Charltable actlvltles Promote r81i8f for eld8rly p@ople Total 100 355 104,727 129947 129,947 230 302 234,674 NET INCOME 9,164 5,000 14,164 RECONCILIATION OF FUNDS Tolal funds brought forward 193,136 556 193,692 TOTAL FUNDS CARRIED FORWARD 202 300 207 856 Page 21 conlinued..- AGE CONCERN NEATH PORTTALBOT TRADING AS AGE CONNECTS NEATH PORT TALBOT NOTES TO THE FINANCIAL STATEMENTS- continued FOR THE YEAR ENDED 31 MARCH 2025 11. TANGIBLE FIXED ASSETS Fixtures and fllllngs Computer equlpment Totals COST At 1 April 2024 Disposals Al 31 March 2025 DEPRECIATION At 1 April 2024 Charge for year Eliminated on disposal Al 31 March 2025 NET BOOK VALUE At 31 March 2025 At 31 March 2024 1.228 15,448 16,676 1.228 16,407 1.228 12,982 1,465 14,210 1,465 1.228 15,406 12. DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR 2025 2024 Prepayments and accrued incom8 13. CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR 2025 2024 Othar creditors Accrued expenses 32 32 14. LEASING AGREEMENTS Minlmum lease paymenls under non-can¢ellable operating leases fall due as follows.. 2025 2024 Within one year Between one and five years 7,DOO 6.000 9,500 Page 22 conlinued..- AGE CONCERN NEATH PORTTALBOT TRADING AS AGE CONNECTS NEATH PORT TALBOT NOTES TO THE FINANCIAL STATEMENTS- continued FOR THE YEAR ENDED 31 MARCH 2025 15. MOVEMENT IN FUNDS Nel movement In funds Transfers between funds At 31.3.25 Al 1.4.24 Unrestrlcted funds General fund Capilal fvnds Designated funds - Critical costs Planned budget spend Building fund 19,834 2,466 110,000 30,000 40.000 202,300 38 032 114651 130,0001 27,866 1,001 130,000 30,000 50,000 238,887 20,000 10,000 36.587 Restricted funds Western Power Rl F Prevention Community Foundation- Our Communities Together Moondance Foundation 514 42 514 29 1131 5,000 15 0001 6250 1.237 37 804 6250 6,793 245 660 5,556 207.856 TOTAL FUNDS Net movemenl in funds, included in the above are as follows, Incoming r8sources Resources 8xpend&d Movement in funds Unrestrlcled funds G&n&ral fund Capital fund8 136,587 {98,555) 38,032 136,587 1100.D201 36,567 Restrlcted funds National Coal Authority Rl F Prevention RIF Domonlia Connects Community Foundation - Our Communities Tog8lher Moondance Foundalion 3,369 54,090 56,120 (3,369) {54,103) 156,120) (131 (5,000) 18 750) 137 3421 237 362) (5,0001 6,2Jro 25.000 138 579 275166 TOTAL FUNDS Page 23 conlinued..- AGE CONCERN NEATH PORTTALBOT TRADING AS AGE CONNECTS NEATH PORT TALBOT NOTES TO THE FINANCIAL STATEMENTS- continued FOR THE YEAR ENDED 31 MARCH 2025 15. MOVEMENT IN FUNDS- contlnued Comparatlves for movement In lunds Net movement in funds At 31.3.24 At 14.23 Unro5trirlod funds General fund Capital funds Designated funds - Critical costs Planned budget spend Building fund 9.056 4,080 110.000 30.000 40.000 193,136 10,778 (1.614) 19,834 2.466 110,000 30,000 40,000 202,300 9,164 R8stricted funds Western Power Rl F Prevention Community Foundation - Our Communities Together 514 42 514 42 5.000 5.000 5,000 5,556 207 856 556 193692 TOTAL FUNDS Comparative nel movement in funds, included in the above are as follows- Incoming resources Resources expended Movement in funds Unregtrl¢led fundg General fund Capilal funds 113,891 (103,113) 10,778 113,891 1104,7271 9,164 Restrlcted funds Rl F Provention RIF Demgnlia Connects Nal Grid Community Matters Fu81 Poverty NPTCBC Food Voucher Grant NPTCVS Cost of Llving Grant Community Foundalion - Our Communities Togelher 54,091 56,120 9,400 5,000 5,336 154,091) (56,120) 19,400) (5,000) (5,336) 134 947 248 838 129,9471 234 674) TOTAL FUNDS Page 24 conlinued..- AGE CONCERN NEATH PORTTALBOT TRADING AS AGE CONNECTS NEATH PORT TALBOT NOTES TO THE FINANCIAL STATEMENTS- continued FOR THE YEAR ENDED 31 MARCH 2025 15. MOVEMENT IN FUNDS- contlnued A current year 12 monlhs and prior year 12 months combined position is as follows: Nel movement in funds Transfers between funds At 31.3.25 Al 1.4.23 Unro5trirlod funds General fund Capital funds Designated funds - Critical costs Planned budget spend Building fund 9.056 4.080 110.OOQ 30,000 40,000 193,136 48.810 13 0791 130,0001 27,866 1,001 130,000 30,000 50,000 238,867 20,000 10,000 45.731 R8stricted funds Western Power Rl F Prevention Moondancc Foundation 514 42 514 29 6250 6,793 245 660 1131 6250 6,237 51968 556 193,692 TOTAL FUNDS A current yaar 12 months and prior year 12 months combined nel movement in funds, included in thè above ara as follows.. Incoming resources Resources expended Mov8m8nt in funds Unrestrlcted fund$ General fund Capilal funds 250,478 (201,6e8) 48.810 250,478 1204,7471 45,731 Restrlcted funds National Coal Authority Rl F Provention RIF Demgnlia Connects Nal Grid Community Matters Fu81 Poverty NPTCBC Food Voucher Grant NPTCVS Cost of Llving Grant Community Foundalion - Our Communities Together Moondance Foundation 3,369 108,181 112,240 9,400 5,000 5,336 (3,369) (108.194) (112,240) 19,400) (5,000) (5,336) (131 5,000 25.000 273 528 (5.000) 18 750) 267 2891 472 038) TOTAL FUNDS Purpose of Designated funds Critical cost fund represents six months running costs, estimated staff notice, redundancy costs and le8se agreement termination costs. Planned budget spend - reprgsents funds to cover the expected shortfall in income during the year andad 31st March 2026 and allow all services lo continue. Page 25 conlinued..- AGE CONCERN NEATH PORTTALBOT TRADING AS AGE CONNECTS NEATH PORT TALBOT NOTES TO THE FINANCIAL STATEMENTS- continued FOR THE YEAR ENDED 31 MARCH 2025 15. MOVEMENT IN FUNDS- contlnued Buildings fund - represents funds allocated to the charity's long-temi plan to purchase its own premises or lease larger and more approprlale space based on potenllal communlty development plans. Purpose of Restrlcted Funds National Coal Authority A Community Liaison Project to support local residents following the major flooding that occurred in Skewen, Neath Port Talbot. RIF Dementia Connects - To provide a range of community-based support and preventative activities that focus on mproving physical and emotional health and wellbeing. whllst also supporling those Sn the early stages of a dementla diagnosis. RIF Prevention Grant - The project provide8 direct and individually tailored practical and befriending type support lo help maintain independence. reduce loneliness and improving wellbeing. Community Matters Fuel Poverty - A Wamer Homes for Older people in Neath Port Talbot prolect NPTCBC Food Voucher Grant - A gronl to provide supermarket vouchers to those most in need NPTCVS Cost of Living Grant This grant contributes lo core costs for providing an information, advice 2nd assistanc8 service associated with acce55ing welfare benefits, maximising income and alleviating fuel poverty. Community Foundation Wales Our Communitie8 Together This grant contributes to core costs for providing an information, advice and assistance Se￿iCe associated wilh a¢￿ssing welfare benefits, maximising income and alleviating fuel poverty. Moondance Foundation - To develop and extend the delivery of our core welfare benefits support servic8 for older peopl8 and their families experiencing financial hardship andlor poverty. 16. RELATED PAR￿ DISCLOSURES Ther8 wer8 no r8lat8d party transactions for the year ended 31 March 2025. Page 26 This document was delivered using electronic communications and authenticated in accordance with thc registrar's rulcs relating to elcctronic form, authentication and manner of delivery under section 1072 of the Companies Act 2006.