REGISTERED COMPANY NUMBER: 04681301 (England and Wales) REGISTERED CHARITY NUMBER: 1110453 th T stees and Unaudited Flnanclal Sta ments or the Year Ende 31 Marc 2025 GELLIOEG FOUNDATION C ASSOCIAT ON UNI James de Frfas Chartered Accountants UaTr)ver Housg Llanover Road Pontypridd Rhondda Cynon Taff CF37 4DY
GELLIDEG FOUND COMMUNITY ASSOCIATION Contènts of the Flna ¢lal Statemonts for he Year ded 31 M h 2025 Page R•port of Ihe Trusts•s 1 to 13 Independent Examlnerfs Report 14 staternent of Financlal Adiviiles 15 Statsrnènt of Financlal Posltlon 16 Slat•rngnt of Cash Flows 17 Notes to the Statement of Cash Flows 18 Notes to the Flnanclal Statements 19 to 27 Detalled Ststément of Flnancial Actlvltles 28
GELLID NDATIO COM OCIATION UNITY of the Trustees e Y r Ended 31 March 2025 GhaiMoman's Report for the Year Ended 31 March 2025 The CostwDf-Llvlng Crlsls ha5 really begun lo blie th1$ year. We have felt the effeots with a reduction In Income. and an In¢ae in expenses, and 8n Increased demand on services. Community members have told us they are 5trugglir¥J, and we have respondod by increaslng the numbers of people we support and the m8lhod5 we use lo ychleve thls. As ever. at GFG. we a responsive and innDvatlve. looklrvJ for ways to make sure we are there for th8 communlty %thlsi ensurfng the charfty Is su51alnable. Wtth adCe from the POSIde Lottery. we have revlewed our Income strategy and adapted thls to maxirn13e Ihepotentlal of trbGome gener8tlon from the Wellbeing Cenlrg. We have also invested in our volunteers. Thls year we aro exceptionally proud lo have been funded by the Wefsh Council for Voluntary AGtion to strengthen our vulunteering practica. We have foGussed a considerable amount of thne on Volunteeng poll¢les and practice and have expanded our volunteer base 10 35 adult and 12 youth volunteers. The elhos ofthe Ggllid8g Foundatton Grtwp is for everyona In the MMUnty tr) thrivo. We are in an area of deprivatkn, where universally people are In poor he81th and on low Incomes. Communlty eng2gement Is the most Important ffit slep bwards making life changes. Throughout the year we hold community events, suggested and run by local peoplg, for the enjoyment of all. We thread heailhy food cholS Into all these actlvities. Communty events help blnd community together and a proven engagemenl tth)I for Introducrng COMMUTh membern to other actlvlUes aNI support. Thls yearwe have: i} dellv8red a rW programme provldlng carers, rEsplte to unpaid carers of all ages acr055 the bomugh. 11) c(wroduced a wellbein9 programme wllh stakeholders from all sector5 Ih8t will tum the Ilde on poor health outcome5. Thg strategy for change wll be begin next year Inl ¢ommitted time to Ustsnlng to famllles lo better understsmd thelr Issues and how we can further strengthen our fan support work. All our weekty actlvlties continue and In resFonse to cornmunlty queSts, we have 81so Started new ones, Indud5ng aftemoon leas, baby yog4 baby box and book club. All our acilvilies work together ho11511¢ally to: - Enablg earfy yearn development and bolster tsmlty supwrt Provlde asslstance dunng th8 COStuof-Ilvlng cri55s - Dellver wellbein9 actiwties that promots phICal and mental health - Be a hub for community activty Inspire and champlon young people We are exceptionally gratetsl to all our fvnders. Thank you to thè Garfield Weston Foundation for your gan8rovs unrestricl8d fijnding: this is exP0na1IY usefvl as It fijnds salaries and covers the costs of overheads. Without you. and all ourfundern. we woutd nDt be able to make all thls posltlve change happen. Your support really does change ve9. Ilwth best wishe8 to 811, Maria ¢lven, Chalr of Trustees Paga 1
Ll EG FOUN ATION SSOCIATI UNITY Trusteès arEndèd 3 Mar fort 25 OBJECTIVES AND ACTMTES Objedlves and Acflvitlos The Gellldeg Foundation Group {GFG} Is a comnwnity organisation based on o soclal housing estate in Merthyr Tydffl. deepty rcK)led In the communlty and responsNe to local need. Th15 area ranks atrKJngst the lowost 10% In Wales. Ow communlty development is grounded In th8 lived experlence. and we have strong tles to the most disenfranchlsed In the Cwnmuntty. We work in partnershlp with agenues across all sector8. Our ambiuon is lo make a lasting Ghange lo local people's lives and brnak Ihe ¢yde of Intergenerattorsal 111 heallh poor wellbeing. Our aLTn is lo empower residents Ilvlng on the estate 8nd across Methyr Tydfil to be able to a¢hl8ve their totsnllal. (Jr role Is to provide opportunttles and servlces that make people fèel better and we do thls by connectlng people together. nd helping them to be more actlve, leam new things, be creatNe and glve through volunteethg. Summary of the chartty's activities and schlevements in relaUon to the objects 1. Provldlng supportthrough the costl.15vIng crlsis We have seen how the co5tf-L1vlng CrisLq 18 havlng a disproportionately adverse effect on families and Indivtdu8 who were already having to manage thelr budgets lightty. Wlih the rlse In cost of basic necessitie5; utiIIUes, transwt and food, people are telling u$ there is absduiely no money avalable for lelsure and soclal aclwibes and they feel dow Isolated and wlthout hope. This ygar wo have recelved fundlng from Thg Communlty Foundation Wales C05t of Llvlng Fund lo support volunteer led communlty actlviUe$ In the centre on a weekly basis. We were 81sD funded by MTCBC MultIY and the Nation81 Grid CoMmurty Matters Fund lo provide open session wam spaces, wth food and drink provided. Thesg communty $e5slons are free and provide a raiaxed, rx)mfortabl8 space whgJp people can have fijn. make frterKls, soclallze and make conneGtions. These communlty actlvllles support mental wellbelng acr05S the ages, prgvenl isolauon. and enable frtendshlp5 and peer support groups to flourish. During Ihese ¢ommunSty activities. GFG staff are on hand to dlrectly support anyone In need. 6 volunteers and GFG staff supported. 411 commun5ty membets wlth wrap around support, enaNlng access to subsidvied food. gmgrgency food. SIM cards, fuel vouchers. referrals for grants and support and 8ClXSS to Warni spaces. Partners who attended Warm space to PTovide advice Included Dw Cymnj, National Energy Aclon, CTMUHB Bowel Cancer departmenl and the Stroke Association. Whh support from the National GrKI Communtty Mattets Fund wa also gav8 advlce on tarfff swltchlng and energy S8r hacks. This included how lo In8ulale tha homg cheaply and maklng draft excluders. We upskllled our staff by studylng for the Eneryy Awareness 6281-01 (Level 3 Award). We also tonducted a fraslbllty study on fitting solar panels to th8 Centre and Ihe.enÈrgy sangS to be achieved from Installlng an alr souice heat pump and are Inverter. Wtth thanks to Feedlng Britsln, we were abte to dislribule 187 bag of coal 5ubsliiute {ollv¢ kemels) to households In fuol poverty uslr sotld fuel sloves. We find that peopl8 In crisi5 often leave it to the last mÉnute to ask for help. We work in partn8rshlp Iwth CAB and Sc¢ht Services refer Indivlduals to us for emergency food supp(yt We pn)vlded emergency food and weekly food to 1£ households a week, 48 weeks of the year. Th8 Merthyr Tydfll Communlty Pantry We continue to expand the membership of the ¢ommunKy panty. Th8 pantry is another excellent means to develcp relallonshlps wlth people who come to in crisls from whith we Gan provlde longer SUPPOTL With fundlng from The Amold cla Communlty Fund, Nelghbourty sain$bus Fund, merth Tydfil County Borough Councws Forl Povety Grdnl arKI Voluntary Action Merthyr Tydfil's Food Partnershlp grnnts we were able lo: 1. Open the pantry twice a week for 48 weeks of the years 2. E8ch month the number of individual households recetving support from panty was 180 hous¢holds. representlThJ 540 peopl8. 3. Each panty offers free Iruit and vegetables, free bakery products, and free pertod producis. For £ 3.50 pgnlty membetE can also choose products mart(ed as hearts {3) and dlamond5 16). The value of ea¢h panty shopplng bag, including groceries, fridge Items. toiletries, deanlng producls, perlod products and frull end veg Is drca £ 35. represenllng a wgekly savlng of £ 31.50 4. Prode emergency bag5 to people as requ881ed by parlner agen(aes - $odal ser+hces and CAB. Ap[OxIMatesY 82 bags were provided The Communlty Panty Quesllonnalre Of 55 respondents In a recent panty suNey, 48 were female and 7 were male. Of the 55 respondonts. 22 are on disablllty benellts. The larggst cohort Is women aged 20 - 45 thls age group has larger slze famli ies and are on a mlx of benefits. What Impa¢t would11 have on you ifyou ¢ould not access the panty ? I will gonna be hungry Soclal Impact and I would spend more in the SUpemrf(et Spend more mongy on shopplng that I donl have. Th15 helps us through the w&ek wouldnl be able to eat as Is very tlght Page 2
ELLIDEG FOUN so Tl PAUNI Re rthe YearEndèd 31 slees rch 2025 We also received support from the Access Foundatlon to upgrade our IT fadllties throughout the Centre, for the use of staff. partners and resldents. We were able to SUPFQrt peoplp who are dlgltally disadvantaged lo use the laptops to access Infomiation and become more famlllar wllh IT. We Introduced technology into existing actlvttles to demonstra Its value and fLtn. We also Ilstened to people's expgrfence of IT and computer$ and vthich digltal inlervenflons w0d help them in their lives. For many this meant hawng an ema11 address for every day acttvltles, understanding how to operate excol 5preadshee& for budgeting and uslng a lap top In Wa spaces to access th8 IntemeL In total we wer8 abl& to support 125 peq)le. Deliverlng wellbeing a¢tlvlties that promote physiGal and mental health At the Centre people dlscuss their Ilves and Ihe problems they are faGing. A ¢ommon thread In our communlty ts p( health and low healthy life expectancy. Poor mÈntsl and physl¢al health ts a huge challenge for trbè people we suppo By their mid-fifiiles, the majority of men and women are facing chronlc and Ilfe limlllng health conditions that Impact on thelr quallty of Ilfe. R8sid8nts arn asktng for support that will help Improve their wellbeing over a su$taln8d period of tlme. With support from the RCT Together, Dementia Prevention Progrdmme, Communlty Foundauon Wales Nourish thè Nalion Fund, MTCBC Play S¢hemes, Fil and Fed and the Reglonal Integrated Fund for Dementla, we dellvgred seJvlL%s thgt almed to Improve wellbelng as a means of tackllng Ii I heallh and deprivation, across th8 geneT8llons. We alm lo: - Overcome lonellntras and tsolallon Increase levels of physicd a]ty - Create healthy eallng hablts to Increase health Ilfe expectancy. Food and nutritlon: Th year a hlghllght of our food and nutrltton programme was the summer play scheme foGusslng on preventtng hOd8Y hunger With funding from Communlty Foundatton Wales, Novrtsh the Nation. we were able to dellver a summer p schem8. at no st to parents and cargrs, for thiklren In an area of acuie depTivatlon. The pgraMrne was a great Success and provlde lots of valuable leamlng to bulld on next year. 190 chlldren benefrted and 5 volunteers as51Sted. Th15 grant enabled us to deliver a play Scheme two day8 a week over Ihe 6-week school summer hollday period", from July 22nd to Sept 2nd. Th$8 days started al 10am and finished at 3pm for chlldren aged 5 to 10 years. For children aged 10 to 15 we held late afttrmoon and evenlng sesslons and whole days OUL We aPPDinled a Food Offlcor for the durallon of the scheme lo prepare breakfasL lunch and snacks. We Intrcduced neN he8lthler foods. wlth lots ol ffijlt and vegetsbles and adapted the menu in response to the chlldren's feedback. We also had play workers and youth workers and volunteers who helped dewver Ihe play sessions. We themed each week.. Olympi, Celebrations, G8mes. Envlronmenlal, Art, and Adventures. The older chlldren played games In the Centre and at neatby Iccatlons, w8 used the minibus to take them on short trtps. The older children prepared their own food as part of thelraclivtbes, developing th8ir ¢ooklng skllls. We a¢fv8rtised the play scheme to famifies Ilvtng on the thTee estates around the Centre - Gelltdeg, Twync8nnel and Trefechan. A rtotable percentsga of the young people who attended have a dlsabllty. Wa dld not ch9 for the any of the aclvltles. The project was a very positfve exparlence for the chlldren that took part and the famllles they come from. We asked trÉ parents and carets of the 5 to 10 year olds for feedback on the summer programme - they reported Ihat the child attending found the playstheme either good fun or very good fun. Chlklren enjoyed playlng th thelr frlends, maklryj new frlends and havlng the chance to ty new games and aolivities. They Ilked den buildlng and the Olymplcs them events. We had devised a menu from the Public Health Plpyn cookery book of recipes - breakfasts 8nd lunches that 8r8 healthy, nutrillous and pad¢e(I with fresh ingredients. At first rnany children were reluctant to ty these new meals. We listsned lo their feedback and found 8 middle ground - lots of frult, Jacket potatoes varfed toppings, fresh soups and sandwlches. The feedback became more p05ttfve over the weeks and at the end the children had tried dffferenl Ilavours, foods and 18xture8 and had developed new tastes and preferences. The parents and carers welcomed the playscheme because It was free and ful accessible, li was of a hlgh quallty wlth skllled playworkers. and because the chlldren were eating quahty food. It redwEd the pressure on the famlly budge( and Incldences of hollday hunger. Another posluve impact of the proje¢t was that it was arAe5sfble lo chlldren th dlsabllthes. We welcomed children wth ADHD, autism and leamlng dlsabllities arxl their parents and carers were parCUlartY pleased that we weTr able to adapt the prov151 to successfully ensure thdr Incluslon. The older chlldren benefited from the project because we were able to Inclu( food in Ihelr youth programrno, eallng the same meals as Ihe younger chlldren and cooklng themselves snacks aTrJ healthy m8als. They really enjoyed cooking and want Ihls to be a pemianent feature of thelr youth programme. "Holklay progrnmmes are good - especlally If they are free 85 money is so ttght at the momentlvs aman9 as GFG provides food too. Everyon8 puts up their holidays on soclal medla and everyone seems to bo havlng a good Ilme. It puts a lot of pressure on thefamY to keep up.. Keep5ng Actlve: Durfn9 the week we run a s8ri8s of physlcal activty classes for adults almed at varylng abllities and de1¢red at different tlmes of the day and evenlng. We are responsNe to requests and need. lridling and dropp5ng some activits6s ard keeping others whlth are very popular. Tea dance - a weekly tsi>hour dance for older people. wllh an average attendance of 30. A very popular actfvlty, 18d ty volunteer tutor. Booty shakern- a Iwlce weekty anaerobic exerclse class led by a volunteer. Addlctbve aThJ very popular. Page 3
LLIDEG FOUNDATION COM SSOCIATION Re ort ofthe Truste e Year Ended 31 Ma Gardenlng group - a weekly group thal he$ malrrtaln the landscaplng around the Centr9. Weather depend8nt, th15 15 worlong as a drop-ln actlvlty. The youth ènvlronmental group also weeds arKI maintalns the planting an(1 tsrrles out weekly litter plcks. Wlth support from Keep Walos Tldy. Yog2 - a 1.5 hour class delivered weekly for 10 weeks, at th8 Wellbeing Centre. free to parti(xpant8 aged 50 plus IAtho ar¢ unfamiliarvdilh thi5 fomi ofexerclse. 30 attendees. Hlates - a 1.5 hour class ddlvgred weekly for 10 weeks. at the Wellbelng C&ntr& free to parudpants 8ged 50 plus are uTrfamiliarwth this fomi cfexerclse. 30 attendees In7provlng rngntal health We deliver aotivlties direcuy and Yth partnern that are respon81v6 to communty requests. Adferrfad provtde ment health and substance misuse rewery servlces from the Centr8 dally. We deliver group adivmes which over loneliness ond isolation. Adult Leamlng Waies deVer a weekly Art Group to prornote mindfulness and wellbelng. Supporting pèople wlth derngntla and thelr carern. This year we started a new pad(age of support for Carer5. Funded by Carers Trust and the Welsh Government, Amsergrant scheme enabled GFG to respond lo communltyfeedback and: - Run weekly trips to local attractions and places of Interest for a mlnlmum of 27 weeks. - Hold an Aftemoon Tea for rerS and those they care for the last Frtday of each month ts¢en Septener 2024 ar March 2025 - Take carars or without the ones they care for. to the Mll8nnlum C8ntre In Cardlff to see a worfd-class musl¢al (mlnirnum of 5 different Shows). All these short breaks are ¢omplet8ly fre8. We provkled transport for the day trtps, and the Mlllennlum Centre vlslts from th¢ Geuldag Wellbelng Centre In the GFG MInuS. These act¢vitles promde a shift In focus for unpald carers, and those Ihey (xre fv. to Improve thelr quality of Ilfe. Each week, beeen Seplornèer 2024 and March 2025, we took unpald carers wlth or without the people they are carfTrJ for, on an exwrsion whlch anhances wellbetng and strengthens relationships and frtendsNps. We vlsited Pugh8 Garden Centre, Brecon town cenlre. Raglan Castle, Caerphilty Castle, Tkntem Abbey, Hay on Wye, Cardiff Bay and Margpm Path Christmas lights. The last Friday of every morth we host a free Aftemoon Tea for carern, wSth or thout those they are carfng for. Thls 1$ a very successful acltvlty vfftich attracts a large number of carers. We prepare an Aftemoon Tea wtlh sandwl¢hes, fnjl kes and scones sevved Sealed at table. The cakes are made fresh by volunteets. We IntrodurEd more entertalnment in resportse to feedback so that the Afternoon was not only about soctal eattng, but also about team gdmes aThJ singing. Simllarly the tabl8 quraos are a team event where paopl8 can bond and make frlends. We have a partnership wth the Millennlum Centre In Cardiff and aro able to access subsldized tickets, IndudiJyJ wheelchair spaces, to see fabulous shows. Bdween September and March saw: An Inspethir Calls, James Math, Ghost the muslcal, Grease and Wid<ed. 64 adutt Garers and 4 young TerS participatsd In the project. We continued our highly P¢)pular Monday Connects group for people Imng with dementia and IheFr carers 8nd familles." - Prowding activltles for people VIng wli h dementla to help overcome IsolaWon, Improve mental wgllbe5ng. and bring to Iheir lives. Provldlng opportunlUe8 for carers orKI famlly members of people liwng with dementia to meet each other for pew 8UPPOrt. - Responding to quests for carers to be able to meet 8nd share advl¢e. - Providing transpDrt to peopla living with dementia and their carars who cannot accgss Sttmulatlng, soclal aclivltles aTh who are at a grealer risk of i8olation and fvrther deteriordflon. - Provpjing Int Services for r*rers and people living wilh dementla so that each can re¢eive support and be in In dose proxinw when doing so. The group has grown to 25 attendees and ¢onllnues to expand. We recelve referrds from the Memory dlnlo st8ff who also attend sesslons. 3. Being a hub for Gommunliy aclivity We are a ommunity oryanisallon, rooted tn the Ioc811ty and responslve tg local people¥ requests and needs. We wl to see the Centre full of lifg and communlty actlvlty. a place wher8 people feel welcome and at home. FeedbaGk from Gonsultallons repeatedly evldence Ihe desire for communlty events and aoUviti8S that bring all generations together. in response to thls feedback; A) We celebrated National Play Day on Wedngsday August 7th wilh a day of fun and food for the whole famlly. Tl Centre was bursung wifh aGtiviUes Indudlng a magician, drcus skills tutors. games ond bouncy c88Ue. and we provldejj jacket potaioes with toppings. fwit cocktails and drinks. 143 attendfje5. B) Wo celebrated 6 communlty Aftemoon Te88 with SO thndees at each. Page 4
FOUNDATIO SSOCIATION UNrrY Re ortoftheT e Year Ended 31 Mare Cl Runnlng up to Chrtstrnas we held chocolate log workshops, wreath making cksse5. festive food workshops. discos, parties and a hugely popular Santa's grotto, wher¢ he entertained 225 chlldren! D) In pathershlp véfth Banr&u Brychelnlog. Brecon BeaDy Nauonal Parl who provlded a coach for transpor( the whole of the play group. parents and children enJoyed 8 surnrner trip to L5blnus Natlonal Park Visltor Contre. El Two vc4unteers wn the monthly Repair Cafe WM) an average of 5 repairs each swJslorn Inspiring and supportlng young people We opprate a universal. Induslve, open acces5 youlh sery6¢e whlch ts focussed on Ilstenlng to the volces of young people liwng on the houslng estates of Gelndeg, Trefechan and TywncamEI. We provlde opportunities for young peop aged 11-25 that support thelr soclal, emollonal, cultural physlcal and educational devolopmenL We dellver support thosÈ who need It most, operating 48 weeks of the year, with targeted, street tosed, centre based. and open access youth. 265 young people regularly attended weekly youth this year, whlch is an increase of 58 young people. With thanks lo MTCBC, Voluntary Actlon Merthyr Tydffl, Valleys Kids and the SoLth Wales Potlce, Youth Tntst fvnd. Hew Is 8umrn8ry of the youth pnjgrafftme we deltvered: Ages and numbe13 of chlldren supported Female 50 47 42 14 Total 87 87 61 23 10 Years 11-13Yea 1¥16 Years 17-19 Years 20+ 37 40 19 265 We operate a weekly timetable across the year as follows: Mondays 5:30pm- 8.'15pm- Street based Trefgchan & Twyncamiel Tuesdays 4:30pm- 6:ODpm- 8-1l>year-olds Wellbelng Centre based Wednesdays & Thursdays 5:30pm- 8:15pm- Aged 11+ Wellbeing C8ntre Based In addlllon, we run hlghly subsldlzedmree actlvitle5 lo exlend horizons, focusslng on young people wlw would otherwlse not have th8 opportunity to leave thelr estates during the holidays. In p8rtnershlp hth the Wdes Mlllennlum Centre, mlnlbus of young people saw The Wizard of Oz, Hairspray, Grease, Wicked and Beauty & the Beast. We look trlps to West Midland Safari PaTk and Aberavon Beach Day, stayed on residentials at Ltitle Bryn Gwyn and al Bryn Bach Path, t1k part In Rugby @ Cardlff Stadium, vlstted Area 51 Soft Play, Verigo and ¢he Principality Stadlum. We went skating, rock ¢limbing, skateboardlng. paddleboarding, 8VMming, golfirvJ and played a lot ol tag archery. Workshops held Included: STAR Programme 16-tts8-week course): Included toplLS such as resppcfful relallonshlps, domesuc abuse. gender storootyplng. sexu81 consent, sextlng. p¢)mography. sexual exploitation, and perception. Thg programme wag tsllored for both 11-tO•1&year-olds and sludents aged 14+. - Fearless- covering Knwe Crime, Anls soclal b8haviour and Unty Ilnes - Recovery 4 Al- Gambling & Gamlng - Barod- Dwg Awarenesg - DJ Sknlls Youlh Tr81ning rnciudgd- Phoenix Flrefighter Project 33 young peOe completed recognlsed accredStallons Including their Principles ar Pracllce of Flre-ffightlng, Brcnze & Silver YYA awards Flrsl Ald - 12 young people $0 Corrleted their first ald tralnlng In parlnetshTP vAlh Tydfil Tralnln9 and SL Jo Ambulan Cymru Equality & Diverslty ProJe¢t EnvirorHnentsl Projects 14 young people 8chlevod thelr Level 1 In the S.TAR Prevenllon programme. Key ImpaGtloutcomes of all these InteTventlons Whlle offerfng a $8Tvice that Is conslsten( chld friendty and safr we have noticed some slonfficAnt changes to many of our young rnembers. Weekly group activities help strengthen inteTaction th others, build relallonships. leam new skM14 help the young people lèd safe, whlch in tum contsibules to them overcombng anxiety and feelings of lonellness. Young people have a role within the club vtheye they giv8 input and have a level of control whkh provldes a sense of belonging and Increases sef-worth. Page 5
GELLI FOUNDATION CO ASSOCIATIO of f r th Year Ended 3 Ma ch 2025 Through the year the young poople have shown great Impmvements In thetr abillty to comect with others. fomi posltlve relatlonshlps with new friends, become more resillent In sibjations. as w811 as developlng the abifity to manage conffllcL Our continued work wth these youro people has enabled us lo Idenufy and tsrget those who need Ihg most support and we a pleased to see Inwrovements In confidence lev$ especlalty for those who have 8tepped out of thelr ¢om zones and have pushed Ihemselves to attend ovemlght residtsntRL8 alone which would not have been achievable for them at the beginning of the year. Durfng youlh dub sessions Of outings, we saw how the children mtx well and 8r8 chatty and friendly, h8PPy. stress fre8, pt8yful and lively. Many of these observations of ¢hildren and young people reveal signlficant prog55 thls year, we noticed instances of children interacting pos5tive]y In smaR and large groups, with thelr ngw and exlsting fttends. arnl maknng posluve comments about actlvlJes they enjoyed taking part In. parUcularly sesslons where sessional tulo dellvering speofic themes i.e. graffitl, ceramics and m08alc WDrkshop5. Trfps and new experience5 are a good way to overcome lonellness, e5pedally when there byds no flnancial cost on th8 young person's family. Case Study for the youth piogramme Thls ¢ase study from one ofour prolecls working with the local Fire Slallon. Due to a breakup In Ihe farnlly. John's b8havlour was becomlng conceming and ho had taken part in some anll-soda b8hawour on the estate. He h8d exhlblted some Ghallenglng behaviour In the home and hls mother was findh)g it difficAIt to control hlm. She spoke lo the youlh team about her ConMS and we Suggested taking part In the summ8T pwramme to help him focus on something construcuve. Usually a happy young man, he had very low self-esteem aNt la¢ked confldence and was beginnlng to get Involved In more anfl-soclal beh8vlour on the estate. He relu¢tanty slgned up to the programme and we were extremely pleased to see how he benefited over the summer. We dlrected htm towards the firestalion prct where he partiapaled In o harKIsryon fire trainlng CDUfse. He tumed up on lime every day, he leamt many new sknlls, Inleracted with young people he dldnl know, worked as part of a team and took part In a wt¢0 vadety of challenges such as woTWng vAlh real fire servke wulpmenL uslng spBclal]y adapted fire englnes. cllmblry ladders. and taklng part in slaged rescue scen3ri0s. There was a mixture of parsonalltles In the group, but thls seemgj to strengthen the group dynatnlcs and overall worked well In this Instance. Talking to ihe youth worker present he stsled that he was proud of hlmself for gettlng Involved and enloy&d taWng part kn fire seNlcg scenarlos and worktng the Ilre team to problem Sdve some of the thlnklng challenges. As a youth wod(er I was pleased to notTce how his resillence to sliuations and how he managed his self-contrnl Improved through the sesslons. He continued to engag8 with the ytsuth team In the youth club Settlng and look part h football and sports - which kept him from hanglng around Ihe street. He contlnue5 to work on hls behavlour especlal controlling his fru5trallon alhome. We will continue to support him and encourage hlm to get involved in more projects. 5. Supporting earfy years developmontand provldlng family Support In our play group we are engaglng the rnosl dlsadvantaged famllles. 50% of the childn have tanguage deiay and 25% are the first chlld of a slngle parenL Many of the children come to playgroup having never eaten frull, sal down for 8 rneal, played wlth age-approprfate toys or other ¢hlldren. Care glvers are stressed and Isolated and INe In low-IncornB households. often In split family units. thora¢lerized ty poor heallh, low educational attainment, poor parenlng and debL Indlcators for earfy years development in our aa are poor Induding weaning practlce, speeth develDpmenL attachment and tollet trainhg. By crealing a community environmenl where caregivers feel welcomed, we can suppcrt Ihes8 caregivers to access advlce, 8UFPOrt 8nd infomialon. These parents and ¢arers 811 report belng adversety effected by the cost of Ilvlng crisls. In a cent quesllonnalre. over 90% $8id they were cuttlng back on food for themseives and not heating the house, In order to save on bilL4. With support from the Moondanc8 Foundation we were able to start Baby Box, provldlng Care free baby ttems such as napples. shampoo, creams and peTlod products when they attend play and parenting a¢UvHles. We were able to suppot Ihese care glvers through a perfod of austèrity. by relleving th8lr stress and hlng strengtn the rer - chikl relatlonship. 52 carers and 46 Ghlldren allend play group, whi¢h runs 45 weeks of the year for 4 hours. Th15 Is a p4ac8 where wa provtda Infomiatlon on grant5, partner agency support and other advlce and slgnposllng. We lend toys, Identify famllle5 ellglble for Healthy Start Vouchers and refer famllleg to pariner agencies and the FIn9 Start nursery. Thls year vle referred five familles who had not been on holiday to the Holiday Charity for a respite break. A5 a result - 50 Caregivers feel195s stress8d and more supported - 47 Careglvars are better able to cope - 46 Bables and young chlldren from Iow-income families are happier and healthier. 42 parents and carers received Items fr Baby Box on a minimum of 15 occaslons. 45 parents I carers received well come bag5 on $tarUng a new earty years, development class Our partners Include the Melthrin who dellver Baby Yoga for 2hryJ x 38 week5 and the Health V181tor8 who run baty massage classes for an h)ur x 38 weeks as well as Play. stay and welgh weekly for 3 hours at the Cenlre. The Henry Team fK*m Publlc Health, runnlng famity and earty years Gourse from the Cenlre. fgd back. "Ils very clear lo see that you have such wondorful relailonshlps wlth the famlltes In Gellkleg arKI Ifs lovely lo know h¢AY open they ¢an be with you and so wllllng lo receive support when Ivs offered by a friendlyfaEe'. Parent and carers reporte(t This is th8 only play group Iwould go lo I like the people hgre. they always make me feel at home. I'm more confldent now. Page 6
LIDEG FOUNDATIO ASSOCIATION MMUNITY for he Yea d8d 31 Marc 2025 My ¢hTrd Is 80 much calmer now after Ie leamt about baby massage Ie learnt how to bond with my child Partlclpatlon, engag¢ment and incluslo In the last 12 months, 1112 people have kneffited from our aGtiMlies. We are open to everyone living In Merthyr Tydffl, with a frKus on engaglTU people who are on vory low Incomes, aro In pwr heath, and people who are dder or younger. We do thls by advertlslng wldely and by word of moulh 8nd by 8Ctivdy seeking lo remove the barriers to partifApatlon: by providing a CkUp seNlce, charglng minlrnally, beirwj welcomlrtg and encouragi. and promoling a culture that celebrate$ dwersity and difference wh115l sU51aSnlng cornmunlty coheslon. Volunteering AI GFG we focus on facilitating. enabfing and empowering rather thon on deliV1ng prdects as the end goal. Ulknmate]y, our role is to empower community mèmbers to achiev8 th•lr poten81. An Importanl route to empowem)ent Is thro voluntgering. Volunleedng follo a mod81 of cascadlng empowemient a5 communlty members develop and run thelr own groups. onGe establlshed, fvelled by their own enthusiasm and rx)mmilment to the group's theme or adivity. With Ihanks to WCVA Volunteering gran( havlng dedlcaled stsff to support the volunteering pra¢tirE In GFG has been 8 game changer. We have Introduced a ngw safeguardlng pollcy, volunteer 5nductlon and tralnln9 programme and volunteer support and rewards process. As a result, we have more volunteers, from a wlder pool of communty members, and the retention of these volunteers has been excellent. This grant has enabted Ouf organlsation to shlne a spotlight on the role that volunteers aY In GFG and to consult and CTrPToduce In conjunction wllh them a better volunleering process. We have recruited a wlder pool of volunteers from across the borough of Merthyr Tydfil because of our Increased advertsslng and raised profile (posters, appearances at falrs, artides in newsletters. awards ¢tc), These volunteers have a vartety of skills and exp9rienc8S to offer. Prevlously the majorlty of our volunleers were very local and we had an over repre5entatlon of volunteets with poor rnental and physlcal health. Our volunteer pool is now more dlv8rse. We have 35 adult and 12 youth volunteers who support a wlde crtrJs section of a¢tivitles on a weekly basis. One of our biggestrsuccesses has been creating a new partnership wlth Merthyr College. This was a first for GFG In thg history of the organisation. We have developed Ilnks th the studgnts who come to the Conlre w8eW to take part Ni ènvironmental volunteerlng 8nd work expert&nce In the eally years programme. In dementia c¢ and business suppJrL Volunteerfng Case Study Ni¢ky relocated to our area with her partner, she knew no one here and was very isolated. Withln a week her parther was arrested for breachlng h15 bail condllions and movln9 Out of area. he was placed in Path prison and sentenced io elghl months. VAMf's volunteer crdInatOr suggested that GFG would be a good setttng for Nlcky to ¢*m8 and volunteer. wanted lo make local connections and was stN93llng wllh mental heallh Issues and wantsd to occupy her time. Sle had left an alw51ve relattonshlp to be wlth the new partner who had been IncarGerated. Nicky came here wanting to volunteer tn the panty. She commltted lo a Tuesday momlng and this soon became 8 Frtday afternoon as weN. She volunteered for the eight monlhs while her parfner was In prison and for a few weeks after hls release, until they moved to another area. As we got lo know her and as she confided In us. she shared that she was stn)ggUng wih hor mental health, had fled an abusive relatlon8hip previously and was worried that she would ba found. We 8UPPOrted her to get counselllng and we at th8 end of the phone when she needed to speak to someone. When she was volunteering sn the panty, Nicky felt calm. focused and baland. She took the membershlp fee fro panty members, chatted to them while they waited for Ihelr tum in the panty, and helped restock the panty duriThJ quleler moments. At firsc Nicky was Dervous about Coming to the volunteers, celebratlon meal. She was reluctant until the last minule when, with encouragement and suppor( sho felt able to loln In. She had a fantastlc time with Ihe other volunteers. Sh bullt up a ffiendshlp with another volunteer In the pantry and would meet outslde thelr volunteerfng. Nlcky said that volunteedng was a Ilfellne for her durlng a partlwlarly dlfficuli and stressful Ilme of her lrfe. It gave her a purpose and a focus. She was able to be a regular person Interactin9 With olheTr, 11 nonnalrzed her life, and hdped her to become more relaxed and reslllenL We could see the change in her. At the start of a volunteering sesslon she woul arrive tearful and shaky. After a Gup of tea, she was ready to tslk to othgTS, and by the end of the moming she was totally at ease In the pantry. When her pariner was Trleased from piison, Ntcky feSt much stronger and ready to fa thelr future togelher. She h•J the confidence to start agaln in a new envlronment and credlted volunteeTtng wtth helplng her to make Ihls thange. Fundralslng actlvlttes Page 7
DEG FOU ASSOCIATION MUNITY Re rtof ust•es fo the Year Ended 31 March 2025 We are very aware that the fundlng climats is excepttonally diificull at a time when costs are Increasing. We are deteined to ensure the GFG is sustslnable for the future and have put In place some measur¢s to dlveyslfy our income away from such a hlgh dependency on grants. The fundlng dlmate has changed: len years ago we were Ilkely to have the support of five or sè< large funder5 who fvnded us 8cross or Ihree years, today the Fortr00 of funders Lq o)Dsider2bly dtfferenL Statutory fundlng has greatly reduced. and laryer grants from Trusts and FCndatrOnS are rarer. Today we apply to a greater number of fvne for smaller sums of money, often for one yeaffs funiying. To date we have been successful En providlng conttnulty of SeCe delivery to resldents and b security lo empk)yees, avoldlny damaglng stop-start dellvery, We are tightly managlng our finances as the CtOf41Vinu Increa885 and change8 10 employment costs are maklng running the Same seNices rrnte expensive. Our income is split btheen grants frcffl Twsts. Foundation5 and slatutory dieS, a SLA for youth work fmm MTCBC. and income from rentlng rooms and from acbvllle5 costs, in Ihls order. 11 Is becomlng In¢reaslngly more competitive lo access grants and we have adapted to Ills environment by applylng for more and smaller grants. The workload for applying, moniloring and recordlng grants ha5 increased. We are very gratefvl to Tho Gaffleld Weston FOUndaOn and to the Post Code Lottery for fvndlng us YAh unrestslcted grants. Core Costs are our greatest expenses and the nst difficult to find fundlng fDr. The Wellbel Centre generates Income when we rent out Its facllllles to partner agenrAes. We prfrjribze agencie5 who are al delfvering setvlces to the wmmunty. Th15 year we have developed a venue h5re strategy for the Wellbelng Centre, reviewlng the lorAI market to Mpare rates. and asy15t with adverdsing. We generate some unrestricted Income from user fees on actlvities, bul these are rAppod as Ih8y are hlghty subsidlzod. Al our lundralslng Is achievod Inwhouse. Wè revlew our Income and eXndItUre avery months to track progress and monitor cash Ilow. Thls is a keen compelitlve envlronment for charillgs and we are seeking incom& from a range of sources to help a¢hleve sustalnabli ity. FINANCIAL REVIEW Reserves pollcy We are Working towards holdlng 12 months expendiiure In reserve, which we anliGipats to 8mount to £435,377 based on 2025 expendlture flgures. Al present. the charity has £134,865 12024.. £205.026) of unrestricted fvnds. howevar, as £17.283 15 tigd up In Flxed assets held. there remain5 £117,582 of unrestricted net assets. tNs Is therefore not adequate lo meet the current r8serves pollcy of £435,377. staffing levds - We employed 10 memb8 of staff to the end of March 2025 {10 members of staff as at the 31st Marth 2024). Page 8
GELLIDEG FOUNDATION ASSOCIATION MUNITY heT forthe Y T Ended 31 Mareh 2025 FUTURE PLANS Thls year four members of staff attended the CcFProduclion NEST awareness and self-assessfflent tralnlng ar delivered 14 engagement adivltie5 wlth 193 young poople {8-161, slngle adults in low Incorr households, lamllies ITr low Income households. parentslcarers of children aged S and under, partner agenues, GFG staff members, older adults 60 plus. Carets, people belng cared for. and peoplé Iivtng wilh demenfla. Actlons for 2024-2025 Include: Increaslng accessiblllty and Incluslvlty and contlnulng to Us8 co-productlon technlques. We are succ8ssful In accesslng adults. betsveen the ages of 25 and 64 wa Face Book. We have 2450 foll¢)wers, 82% cl these are women and 18°/o men. 30 O/a are aged 3544 and 20 % are aged 25-34 and 20% are aged 4&54 years. V Face Book we are capturing a lot of women who translate Into vlsitors and users of Ihg Centre. We WIN revlaw our marketing strategy to Incre8se the range of our ¢ornmunlcatlon methods. Our communl¢allons wlll be more accessib to old8r people. peop18 not on soclal medla, and will be written in plain Engll$h, and WetsFL We wll revlew how we comnwnlcale with men aged 20 - 55 years. The majority of thèse are wortclng. We alm to On the Centre on weekeThJs when working people are moTe able to ptiCiPate in acilvllles. Young people have lold us our marketing wld be mor8 Yiashy and inspiring, to attract young people and stand out from the crowd. We will COnnY¢ to use co-productle technlques, active Ilstening and particlpatw dialogue lo strengthen and expand conneGknon aexoss society. Improvlng physlcal health and m8ntal wellbèlng In a way that Is fun and engaglng. The Wellbelng Centre is fvll of activlty. it Is a place wher8 local people find friendshlp, purpose. support and ¢ommunity conneotions. On average, 400 ijtfferenl individuals Come to the centre we8Y, to ov8rGome lonellness, seek advi¢8. engage In social adv6ty 8nd find supporL These are people who often do not engage In any other advltie5 beyond the Wellbeing Conlre. By thelr mld-fifties. the majority of men and women are fadng ¢hrcffitc and lrfe limiting heallh ¢ondMons Ihat impact on their quaiity of Ilfe and prevent tham from living fvll and pain free. INes. Resldents are asktng for support that WHI sp8¢lficaDy help Improve their wellbeing in a way that Is ath68vable. Poor health can be reversed, but there are multiple barriers preventlng this for our communlty. Poor health Is often a consequence of pov8ty - eating a les5 nutrftlous but cheaper diet, living Ihe ¢on8tant stress of making ends meet, Yng dcohollnicoline as self-medlcatton, havlng multiple negalive experlences leading to pjor mental health. The area has above average rates of éiabeles, anxlety. hypertenslon and depresslon. We have appll for fijnding and plan to address thls key orea in 20242025 by start]ng a programme of support that specifi• addresses physlcal and mgntsl wellbelng. Famlly support This year GFG staff were tralned In co-productlon dlalogue and open conversation tschnlques. In March we caled C1 a series of co-produ¢tlon conversations wth 193 stakeholders connected to families of children under the agE of 10. Findings polnted lo a need lo provide effedve eady support to Children and famllles at risk of experiendng poor lile oUtmes. We already engage parents in their child's eady years developHn8nl, but lamllles are asklng that we provtd& hollstlc family supporL We wlll drill down fvrther vAth partners and famllles to develop a future progrnmme of work that seeks lo slop the cy¢k of intergenerationd ACES. Play work with 3-5 year olds Communlty Members have a150 f8d back that we do not provide any play acllvilies for &5-yearwolds. Our early yea8 work is up to age 3 years, hoThday clubs are for 5-10 years and the ycwth service Is for 8-25-yearvolds. Next year we WHI train relevant staff in Play work practTCe Level 2 8nd register the Centre wlll th$ Care Inspectorate Wales for hollday and After school dubs to bridge this gap. STrUCTURE GOVERNANCE AND MANAGEMENT Governing document The charity is controlled by Hs goveming document, slgned and adopted 291h August 2012, whereby the Artlcles of Association Gon51itute a company, Ilmited by guardntee, as defined by the Cornpan6es A¢t 2006. Page 9
LLIDEG FOU ATION CO OCIATION Re the Thlgte for the Year Ended 31 March 20 STRUCTURE GOVERNANCE AND MANAGEMENT Rocruitment and appoinln7ent of new trustees Full m8mbeTShlp of the Gellideg Foundation Group is op6n to anyone over 18 who Ilves ythIn Ihe area of benefit - Gellideg estate. Mprthyr Tydffl. Anyone who Is 8 fvll member of the GeNideg Foundatlon Group may put themselves forward to be a trustee. on every calendar year a General Meeting Is held - li is well publicised wtthNI Gellideg withln a mlnlmum of 21 days notice of the evenL Full members of th8 GFG, present at the meettng, elect the organisatlons, honorary officers by way of a se¢ret ballot, Infomiation 15 provlded to those Interested taking up offic8 as Irustee setttng out the scop8, responsibilitie5 and duttes of the post. Names of any person or body enlltled to appolnt a tlltee Full member8 of the GFG elect the Foundation's Officers - the Chalr, Secretary and Treasurer as well a$ Gener Trustees by a process of first past the posi elections. Induction and tralnlng of new trustees Each tnjslee is gulded through an induction programme that famlllarises the trLt$lee wllh the GFG PiCieS, values aTrJ processes. The Inductlon includes an overvlaw of the organlsalFon's alms and oblectlves, poll¢l89. values and ways of worklng. $ttIOn, staff organogr8m and volunteer strucbjre, finan¢ial processes, budgets and accounttrLq procedures, progrnmmes and projects, funding arrangements, key stakeholders, partne and boards we belong monitoring and evaluation systems. forecast of key events. The Induction indudes on the lob traIng. one to ones aTrJ the reading of rel8v8nt docvrnonts. Organlsatlonal structure The GFG'S Managemenl Committee consists ol Ils Irustges who are also the ¢ompany dlrectors. Tho Managemenl Committee is the GFG'S strategic d8L7sioll-m8king body and goveming board. It Is respon51ble for ensuring fs operatsons adhere to the GFG'S constitution. alms and objeofive5 and charitablo law. Mgmbers are local people who we committed to communty d8velopment. We have recwiled Iwo new committee members who aTe sh3dowlng the boaid urftll full membershlp tn April 2025. Thls will tsk8 the Trustees Board Membershlp up to 5 people. The management commlttee meets a minlmum of onGe every six weeks to hear the report of the Co-Dlrectors. The Finance Manger presents the accounts to the Committee lee a year. The Twstees delegate Ihe management of GFG lo CovDlrectors, Helen Buhaenko and Colette Watklns who have over Ihlrty years irf experfence in the Thlrd Sectcf, managlng. leadlng and Insllgallng change. GFG was foundgd 26 years ago by these members of staff and the organlsatlon has a wealth of experience and community developm8nt knOedge. Our Tnjslees are all local, 9 out of 10 of our staff live locally. At GFG we are very conneded to the lor¥l cximmunlty and der communlty of M9rthyr Tydffl. We know what peop want and WUI use. Our eth0515 to wel¢om8 everyone to the Centre where there wll always be a role for them to play. We are a community group, we are friendly and accessible. Noone comes here unYe$s they want lo. We know that community members Ilke to engage through sodal a¢tivity. Many lack Confiden and the lniU welcome Is cruclal In deleryninlng whether someone will slay. Page 10
GELUDE FOUNDATION COMMUNITY ASSOC TION Re for the Yea rtoftheT Ended 31 M ch 2025 STRUCTU GOVERNANCE AND MANAGEMEKr Wlder ngtwork At GFG we have crnal a web of re18tlonshtps with groups, agendes. feilow community organlsations, skylkd PTofessionals. $latutory officers. advisors, funders and above all. communlty members, that Is an organlc hub of referrals, recommendations. links. ¢onnectlons, exped¢nce, opportunmes, tlm8, enthuslasm, Ideas, resources knowledge. These nelNorks allow for meanlngful engagement and progTesslon. Many of our staff members were prevlously volunleers. many of our volunl*rs were previously participants. To maximls£ the range and speaalism of 8ervices that are available al the Centre. some servlc•s are delivered dlrectly by GFG staff, and others are dellvered ty partner organisations. Partnerships also enable us to partlcipale In systems Change, advocacy and influendng work. GFG 18 a membBr of th& CTM UHB Communty Leaders Forum. Vduntory Acbon Merthyr Tydfil's (VAMT), Health aTr Wellbeing forum, Children's Young People and Famllies ftyum and Thlrd Secior Leaderfs Forum, and th8 Mgrthyr Ty Carefs Parthershlp and the food security gfOUP. Partners have assisted us In findlng volunteers, accesslng funds, souTdng subsi(llzed or free surplus food and sharfoq expertise Inthde Fare Share Cymru, Fare Share Go. In Klnd 1Ct, HIS Church, Feedlng Britsin, Hop8 Church and 11 Hyglene Bank. Parlner8 vtho dellver services from the Centre in¢lude Adferlad., provldlng mental health support, CAB: holding a drop advlce clinlG, Homeslart. MTCBC Parenting Team, cBc Soolal Servlces, Baby Yoga. Henry from Publ1¢ Health. MTCBC language and play speech support. Luoy Falthful Foundauon, Ward Councillor5 and PCSOS surgeries. Plpyn Cwm Taf Morgannwg famlty cooktng, CTMUHB Health vlsllors and baby massage. Cruse and Adult Leamlng Wales. We receive referrals from the GP Support Officers from the Merthyr Tydffl GP prtnry health ore clusters. Sodal ServirEs, Citizens Advice Bureau, Memory Cllnlc, Kler Hardie Health Park, Job Centre Merthyr Tydlll, British Red Cr05$ ernergency support. Thls year have developed a new partnershlp with Merthyr colle who refer youth volunlgers lo the Centre. We have exGell$nt Ilnks wllh Keep Wales TY who FKowde support. resources and guidance on envlronmenta vdunteerlng. Thls yearthey have provlded multiple starter packs and equlpment to dgvelop our food garden wJeGL Our local Voluntary Adon IVAMT) Is a connector and through them we are conunually Introduced to new agendes provlders. Every week we are 8sked by partner agencies if they can attend Gommunlty sessions Sn order to consult wilkn people. share infomiation or meet new people. These indude. Welsh Water, Energy Advi, Bowel Cancer departmerl, stroke Associallon. These partnefships become redprocal as new agendes refer their cllgnt5 and r8Std8nts to us aTr we ensura that local people havo a¢S lo advice and support from them. Other partners Include People Plus, MIND, Age Connects Morgannwg, The Alzhelmgrfs Sodety and Cancer Aid. have recelved donations and support from EE. the local ward Councillors and Gerald Jones MP. Youth parthers include. Feadess, Safer Merthyr Tydfil, Merthyr Tydfil Borough Wde Youth Forum. Valltys Klds - Llllle Bryn Wn. Ihe Ioc81 PCSOS, Barod, Skateboard Academy, Recovery 4 Atl. Merthyr Tydfil Youth Servlce. Cardrf Mlllenlum Centre, Cardiff Rugby Communlty Foundation Wales. Page 11
GELLIDEG ou DATIO oc riuN r Ended 3q M 20 STRUCTUR& GOVERNANCE AND MANAGEMENT Rlsk managernenl The trustees have a duty to Identify and revlew the dsks to [Ch the Charity 1$ eXprd and to ensure appropriale controls are in place lo provide reasonable assurance agatiisl fraud and error. The GFG operates a perfornlance management system lo support and supeNise staff. The Staff handbcok sets our 8ll the organisalional policie5 and procedures regarding HR and organisabonal operations. GFG FeceNes pro bono HR support from Roots HR c¥)nsultancy and advlce from Merthyr Valleys Home HR departmenL We recgivg SUPPOrt fmm Welsh Coundl for Volunlary Action (WCVA) and VAMT to ensure our pro¢edures and polldes are up to dale. Thls Is Particularty the ¢ase Trgarding safeguardlng - WCVA safeguardlng team have asslsted us redrafilng our enlke safeguardlng pollcy. We arp also able lo access free staff and organls8tiono1 tralning from MTCBC. Our youlh te8m operates under an SL4 frorn MTC8C F8mllle$ and young people dlvlslon and all the youth work Irainlng, SUPPOrt and guidance is aligned lo ETS Cymru and EWC. the EdLtcatson WorkfoTC8 Councll. Our Insuwrs. Thom88 Carroll. prov1( free advi via mae1 have reviewed all our health and safety procedures. Consequenty, we have reviewed our acddent and Incldents pollcy thls year, and all procedures are up to date and compliant. We receive support in Wel language from translatots attached to SDar Chapel in lown and WCVA. We are supported by Cwm Taf Morgannwds Executive Dlrector of Publlc Health, and the Unlvers5ty of Soulh Wales to develop our mOnOring system5. Thls year staff and volunteers have been tralned in fire safety, food hygieno. safeguarding and manual handllng, Legionnalre tesung, youth Irainlng. energy awareness and acddent reporting. We have Ask assessments foreach aotivty. We operate Sage SO to manage our fln8n¢es. AJI grants, incorne streams and expendlture are Indivldualty recorded logged. Financlal forecasts, actuals. Income and expenrfjture documents are Pfoduced for scrutiny at trustee meetings. We have separate roles for diffent accoun15ng practlces to ensure transparency, accountabllity and mitigate agairtst fraud. Our accountant scrutinSzes and prepaTe5 our accounts annuany. From timt0-tiMe fvllders, such as WCVA and MTCBC have audited our ac¢ounts. There have never been any Issue5 or COnM$, but we always adapt and revlse our systems accordlng lo thé adv glven to strenglhen and Improve procedures. REFERENCE AND ADMINISTRATIVE DEfAILS Re9lstered Company number 04681301 (England and Wales) Reglstered Charlty number 1110453 Registered office CanokY-Bryn The Wellbeing Centre Heol Tai Mawr Merthyr Tydfil CF48 1ND Trustees M18s A Howe Law Student Mrs S Northall CMI Servant Mrs M J Owen Dlrector Independent Examlner Darren Bowden FCA James de FTra5 Chartered Accountants Uanover House Llanover Road Pontypridd Rhondda Cynon Taff CF37 4DY Bankers Lloyd8 Bank PIC Merthyr Branth 69 Hlgh Street MERTHYR TYDFIL CF47 8UH Page 12
LIDEG FOUNDATION COMMU OCIATIO Re ort of the Trustees forthe Year En 31 March 2025 REFERENCE AND ADMINISTRATIVE DEfAILS Solicitors Geldards Dumfries Hous8 Durrrfrios Place Cardiff CF10 3ZF Kèy and 5enlor staff Helen Buhaenko and Colette Watlons- chIef Execuuves Am3nda Caudle- Flnance Manager Mlchelle Roberts- Youth Piogramme Manager Approved ty order ofthe board of Injstees on ....... ... .. .. . .. . . . and slgned on Its behaEf by: Mrs S Northall- Trustee Page 13
nde t Examinges Re ort to the Trnstees of Gellid ndation Co unl $8oclatlon Indepèndènt examlnefs report to thè trustees of Gellideg Foundation Communlty Assoclatlon (Ih8 CompanV} I report to the charfty Iwstees on my examinatton ofthe accounts of Companyforthe year ended 31 March 2025. Responslbllltles and basls of rnport As the oharity's trustees of the Company (and also directors for the purposes of company law) you are re$pon5ble for the preparation of the accounts in accordance wlih the requirements of lh8 Compani8s Act 2006 Ohe 2006 Acr). Havlng satlsfjed myself that (he accounts of the Compary are not requlred to be audlled under Part 16 of the 2006 Act and are ellgfble for Independent examlnatlon. I report In respect of my examlnaflon of your charivs accounts as cathed out under Sectlon 145 of the Charitles Act 2011 Cthe 2011 ACVI. In carying out ry examlnatlon I have foliowed Ihe Direcliong given by the Chariiy Commission under Section 145(5) {b> of the 2011 knL Independent examlnerf8 Statèment Slnce your ch8rity's gross Income exceeded £250,OCK) your exam5ner mugt be a member of a fisled body. l Gan con)Irm that l am qualffied lo undertake the examlnation because l am a m8mber of the Inslllute of Chartered Accountants th England and Wales, whlth is on? ofthe Thsted bodl8S. I have completed my examinalion. I confirm that no mattels have come to my attention In conn8cllon wtth the examlnofpjn gfviryJ me cause to believe: accounting rerdS were not kept in respeol of the Company as requlred by Section 386 ofthe 2006 Act or the accounts do not accord with those records,. or the accounts do not comply wth th9 accounting requirements of SeOn 396 of the 2006 Act other than any requirement that the accounts give a true and fair view which is not a matter consklered as part of an independent examlnaf6on' or the accounts have not been prepared In aczoTdance with the methods and prfnclples of the Statement of Recommended Practice for accountlng and reporttng by charltses (appli¢able lo ¢haritie5 Preparing their aoUnts in accordance with the Flnandal Reporting Standard appllcable in the UK and Republic of Ireland (FRS 102)). I have no Cor1M$ and have come across no other matters In connection wilh the examlnatlon to vthich 8tt8ntlon sho be drawn in this report in order to enable a proper understanding of the accounts to be reathgd. Dafren Bowden FCA The Institute of Chartered Accountants in England and Wale8 James de Fri8S Chartered Accountants Llanover House Llanover Road Pontypridd Rhondda Cynon Taff CF37 4DY i..q.[LL.I.o_-- Date: ..-... Page 14
ou ONC UN Statemgnt of Financta March 2025 31J25 Total funds 31.324 Unrgstrtcted nds Restr1cted fjjnds fvnds Notes INCOME ANO ENDOWMENTS FROM Donations and tegacles 18,871 232,289 251,160 317.643 Othertradlng acUviti85 Investment Income 56,843 4,574 4,574 Total 80,288 232,289 312,577 408.760, EXPENDITURE ON Charitable activitles General 148,529 286,848 435,37Y 496,577 NET INCOMW(EXPENDJTURE Transfers belween funds {68,2411 (4,920) (545591 1,920 (122,800) (87.8171 14 Net rnovernent In funds (70,161) {52,639) (122,800) (87,'8171, RECONCILIATION OF FUNDS Total fvnds brought forward 205,026 1.253,603 1AS8,629 1.546,446 TOTAL FUNDS CARRIED FORWARD 134,865 1,200,964 1,335,829 1,.458.629 The notes fomi part ofthese finan¢ial Statements Page 15
GELLID G FOUNDA ON COMMUNITY SOCIAT tofFI Marth 2 31.3.25 Total funds 31.3.24 Total fvnds UnrestriGted funds Reslrfcted furKIs Notes FJXED ASSErs Tanglble a5sots 11 17.283 916,523 933,806 959.874 CURRENT ASSETS Debtors Cash at bank 12 25,489 108,830 45,705 238,736 71,194 347,566 59.182 459.412 134,319 284,441 418,760 518,594 CREDITORS Amounts falllng due withln one year 13 {16,73f) (16.7371 (19,.639} NET CURRENT ASSETS 117,582 284,441 402,023 498,955 TOTAL ASss LESS CURRENT LIABILMES 134,865 1,200.964 1,335,829 1,458,629 NET ASSETS 134,865 1,200,964 1A35,829 1.458,629 FUNDS Unrestricted funds Restricted fvnds 14 134,865 1,200,964 205.026 1,253,603 TOTAL FUNDS 1,335,829 1,458.629 The charitable compary ts enliled to exeMpOn from audlt urKter Secknon 477 of the Comp8nles Ad 2006 for th8 ye ended 31 Marth 2025. The membets have not reryired Ihe company to obtain an audlt of Its financkl statements for the year ended 31 March 2025 in accordance wllh Sedon 476 of the Companies Act 2006. Thg trustees acknowledge their responslbllltles for (a) ensuring that the chan7able company keeps accountwig re¢ord5 that comply wlth Secfions 386 and 387 of the Companies Act 2006 and preparing financlal stslements whlch give a tru& and fair vW of the state of affalrs of trte charitable company as at the end of each financlal year and of tts susu$ or deficit for each financial year in a¢cordance with the requirements of Seclions 394 and 395 and whlch otherwise comply with the requirements of the Companies Ad 2006 relating to nanCIal statements, so far as applicable to Ihe ch8ritable company. These flnanclal statements have en prepared In accordance wth the provlsians applicable to dRritable companks subject lo the sm811 companies reglme. The finanGlal statements were approved by the Board of Truste8s and authorised for Issue - and were slgned on its b8haW by,, (b) on M J Owen - Trustee The notes fomi part of these ffftandal statem8nts Page 16
GELLIDE FOUNDATION COPdlMUNI ASSOCIATION ofc Flows r Ended 31 March 2025 for the Ye 31.3.25 Cash floyrn from operating actlvitles Cash generated from operatlons (116,4201 (31.556> Net cash used in OP9fallng aGllvllies (116,420) (31.5561 Cash flow5 from Investing actlvitles Interest recewed 4,574 Net cash pmvld8d by inv8$tiThJ a¢fivities 4,sr4 Change in cash and oa5h equlvalents In the reportlng perlod Cash and cash equlvalgnts at the beginning of the reporting perlod {111,846) (31,556} 459,412 490.968 Cash and cash equlvalents at Ihe end of thè reporting perlod 347,566 459,412 The notes fo part of fhese financial statements Page 17
GELLIDEG FOUNDATION COMMUNITY ASSOC eme for the Year Ende tofcas 31 Mar¢ ows 2025 RECONCILIATION OF NET EXPENDITURE TO NET CASH FLOW FROM OPERATING ACTIVITIES 31.3.25 31.324, Nat gxpandlturg for the reporting period (as perthg Statement of Flnancial Actlvitles> Adjustments for: Depreciation charges Interest rerEived (Increaseydecrease in debtors (Decrease)Iincr8ase in Greditors {122,8001 (87,817) 25,869 {4,574) 112,012) {2,903) 16.915 8.865 Net cash used In operatlons (116,4201 {3,1.5561 ANALYSIS OF CHANGES IN NEf FUNDS At 1.424 Cash flow At 31225 Nèt cash Cash at bank 459,412 (111,846) 347,566 459,412 {111,846} 347,566 Total 459,412 {111,846) 347,566 The notes fomi part oflhese finanual statements P8ge 18
LIDEG FOUNDATION COMMUNnY ASSO te ci for the Year End d ACCOUNTING POLICIES Organisational stst The financial statements of the charttable company. whiGh F3 a publiG benefit entity under FRS 102. have b prepared in accordance with the Charflles SORP (FRS 102) 'Accounting and Reporting by Charities: Statem1 of Ro¢omrnendod Practlce appllcable to charftles prepartng thelr accounts In accordance wlth Ihe Flnandal Reporting Standard appllcable In Ihe UK and Republlc of Ireland {FRS 1021 (effe¢tlve 1 Janu8ry 20191,, FInarla1 Reportlng Standard 102 The Financial Reporting Standard applicable in the UK and Republlc of Ireland, and the Cornpanies Act 2006. The finandal statements have been prepared under the hlstorical c051 convenlon. The org8nl88tlon ts eTr Incorporated chartty, reglslered at both Companies Hoe and at the Charity commissk The trustee$ are set out on page 1 and they lo a board of twstees land dlrectors) which is the executive body of the charlty. the aims and objedveg and rules for govemance are set out In the ¢haritle$ conslltullon. Income AN income is re¢oynised In the Slalemenl of Hnancial Athitios On the ¢harfty has enltuement to the funds, is probable IhBt the Income wlll be received and Ihe amount ¢an be measured reliably. Expendlture Llabilitses are recognlsed as expendiiure as soon a8 there is a legal or con5tnJctive obllgatlon ¢ommlttlng thè charity to that expenditure, It Is probable that a transfer of eGonorniG benefi15 wlll be required in sewement 8th tho amount of the obligation can be measured rellably. Expenditure is accounted for on an awuals bagls at)J has been classlfled under headlngs that aggregats ail cost related to the category. Where costs cannot te direcuy attrfbuled lo particular headings they have been allocated lo activities on a basts nsIStent wth the us& of resources. Tanglble assots Deprecialion is provided at the follng annual rdles n fKder to write off eath asset over Its e511mated usefvl lrfe. Freehold property Plant and machinery 2PA Dn cost 250/ty on cost Assets under conslrucUon are not subject to depreclatlon. untll the asset b ¢ompleted and Ihen falls under Ihe standard Freehold depreclatlon policy of 2% on Cost per 8nnum. Taxatlon The ¢har]ty Is exempt from corporation tax on its charitable actlvilies. Fund accountlng Unrestricted funds can be used In accordance wlh the charitablè objecUve$ atthe dlsttetlon ofthe 1rustees. Restricted funds can only be used for partlcul8r rethcted purposes wlEhin the obcl8 of Ihe ch8rtty. Reslricttons arise when Sdr1ed by the donororwhen fvnds are ralsed for partlcular restrlcted purposes. Further explanallon oflhe nature and purpose of eath fund ts Induded In the notes to the financial stalements. Trade debtors Tftde debtors are measured at cost and Indude prdnis receivable. DONATIONS AND LEGACIES 31.3.25 Donaffons GranEs 850 250,310 317.543 251,160 Page 19 o)nllnued...
FOUNDATION COMMUNITY SOCIATION tey to Ihe F'nanc a Stalements - contlnued the Year Ended 31 h 2025 DONATIONS AND LEGACIES- Gonnued Grants received. included In the above, are as follows.. 31.3.25 31.324 Feedlng Britaln Communlty Food Fund Tha Arnold Clark Communlty Fund MTCBC Youth Legacy Fund Wellbeing 1.800 Amold Clark MerthyrTydfil CBC Merthyrvalloy Home$ Merthyr Valley Hom&8 The MOOndan Foundatlon Ffo$ Y Fran The Access Foundation South Wales Pollce Youth Trust Fund Poslcod8 Communlty Trust BBC Chlldren In Nead Volunt8ry Action Merthyr Tydfil Voluntary Action Merthyr Tydfil VolontaryActlon Merthyr Tydfil Voluntary Act(on Merthyr Tydfil MerthyrTydfil Housing Assoc 2,500 81185 20,000 10.000 6,000 10.000 Cost of Llvinu Crts15 Fund Small Grants Stheme 1.ODO 5,300 6.000 25,000 2.500 700 1,428 25.000 {Mc Donald5) Lonellness and Isolation Feeding Britain Y¢)uth Led Grant Food Partnershlp Grant Flt and Fed Shared Pro$perity Fund, F(d Poverty Food Pov8Tty Grant (extra Revenue) Food Povety Capital Food Povety Capltal (Extra) Cornmuntty Focused Schools- Community provlslon playfestival fundlng 2024 1.288 504 2,652 3.397 MTCBC. WG and WLGA 5,000 5.000 Merthyr Tydfil County Borough Coundl M8rthyr Tydfil Couniy 8orough Coundl Merlhyr Tydfil County Borough CounGil 5,148 9,730 9.665 Merthyr Tydfil County Borough Councll Merthyr Tydfil Counly Borough Coundl 1.500 8,500 UK SPF Soci81 Economy Capll81 Grant Open Access Play Fundlng SETS Capital Grant Cozy Comer Summer of Fun Equafity ond Drvernlty Project Cost of Llvlng Crtsls Support School Holiday Play Provislon 2023 Food Prosperity Fund Future generatlon FUTKI Neighbourty Saln8burfs Helplng Everyone Eat Better Community Matters Fund Merthyr Tydfil County Borough Council Merthyr Tydfil County Borough CounGII Plawrks Merthyr Tydffl County Borough Coundl Merthyr Tydfil County Borough Council Merthyr Tydlll County Borough Council Merthyr Tydfil County Borough Coundl 9.754 3.218 10,000 2,000 2.193 Merthyr TYdr County¢ Borough Councll Merthyr Valley Homgs prtnGipality Bullding Sae8 3.500 10.000 SalnsbUs Nattonal Grld Summer PlayfesL Natnal Play Day Rhondda Cynon Taff County Borough Councll Rgglonal Integrdled Fund Marks arKI Spencer Edward Gostling Foundatlon Welsh Church Act Gafffeld Weston Foundation Lidl TKMaxx Valleys Klds 1,500 5.000 1,OlXI RCT Together Communlty Demgnlia Preventii)n Programma CoFroducllon Incentive Grant GiThng Grants (0 5,000 13.705 50.1)00 5,000 Neighbourly Lidl Maln grdnt 500 26,50CI Regional Integrated Fund Reglonal Integrated Fund (Extra fundlng) Youth Resldentlal Maln Granl Scheme Valleys Kids Valleys Kids WCVA Volunte&rirvJ Woles 9,220 500 25,L Page 20 conllnued...
GELLIDEG F UNDAT COMMUNftY ASSOCIATION Notes to t for the Y r Ended -co 025 DONATIONS AND LEGACIES- contlntsèd Communlty Foundallon Wa185 Communlty Foundation Wales Cost of Llwng Fund Nourish the Nallon Amsgr Programm8 and CarerB TrustWal8S Communlty Grants Inspire Grant 15.,000 10.000 Welsh Government Coalfields Regeneratton TtU5t Youth Cymru 10.758 800 250.310 Donations RgGeived Welsh Waler Hays Travel Unlled Refomi Church 200 100 850 OTHER TRADING ACTNfflES 31.325 31,.3.24 Other in¢om8 56,843 INVESTMEiif INCOME 31.3.25 31.324 Deposit account interest 4,574 CHARrrABLE ACTIVITIES COSTS SupF)Ort cosls (see note 6) Direcl Costs Tolals General 428,425 6,952 435.377 SUPPORT COSTS Govemancg Flnance Totsls General 6,916 6,952 NET INCOMEI(EXPENDrruRE) 31.3.25 31.3.24 Dgpredatlon - owned assets 25,869 30,481 Page 21 continued...
ELLIDEG FOUNDAT ASSO IA710N OMM NITY s to the Flnancial S for the Year ts - contlnued 1 March 2025 TRUSTEES, REMUNERATION AND BENEFrrs There were no tsuslees, remuneration or other benefits for the year ended 31 March 2025 nor the y8ar ended 31 March 2024. Trusts•s' ¢xpèns•8 There were no tru51eÈs' eynses pald tor the year ended 31 M8reh 2025 nor for the year ended 31 March 2024. STAFF COSTS 31.3.25 312.24 Gross Wages Social Security 233,599 21,215 230,676 20.415 254,814 251.091 The average monthly number of emF4oyees durlng the yearwa5 10 (2024: 10). No employees recdved emolvments In excess of£60.OIJ). 10. COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTNrriES Unrestrtcted fvnds Reslrfded funds Total fvnds INCOME AND ENDOWMENTS FROM Donattons and legacies 32,999 284.544 317.543 other trading actiwlSes 91.217 91.217 Total 124,216 284.544 408.760 EXPENDITURE ON Charitable a¢tlvltl•s General 168,309 328.268 496.577 NET INCOMei(EXPENDfTURE) {44.0931 (43.724) (87,8171 RECONCILIATION OF FUNDS T¢)tal funds broughtfONrd 249.119 1,297.327 1,546.446 TOTAL FUNDS CARRIED FORWARD 205.026 1,253,603 1,458.629 Page 22 contknued...
EL DE oc otes t for Inanc Y arE d d31M rch 11. TANGIBLE FIXED ASSETS Freehold propety Plant and machlnery Totsls COST OR VALUATION At 1 April 2024 and 31 March 2025 9n.000 71.164 1.043,164 DEPRECIATION At 1 April 2024 Charge for year 38.600 19,300 44890 6.568 83,490 25,868 At 31 March 2025 57,900 51,458 109.358 NET BOOKVALUE At 31 March 2025 914100 19,706 933.806 At 31 March 2024 933,4IKI. 959.674 Cost orvaluatlon at31 March 202515 repTesertsd by: Freehold property Plant and machlnery Totals Valuation In 2022 Valuatlon In 2023 3,255,427 {1283,427) 59,648 11,516 3,315,075 (2,271,911) 972.000 71,164 1,043,164 If Freehold Property had not been revalued It would have been Induded at the followlng hlstotsl cosl: 31.3.25 31.3.24 Cost 3255,427 3,255,427 Aggregate depreciation 67,518 67,518 Freehold Propety was Valu on an open market basis on 11 July 2023 by Apex SuN8yors Lwnlte(L 12. DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR 31.325 Trade debtors 71,194 59.182 Page 23 continued...
ELLI EG OUNDATION COMMUNirf ASSOCIATION slo fort contl Y ar Ended 31 March 20 13. CREDITORS: AMouKfs FALUNG DUE WITHIN ONE YEAR 31.3.25 31.324 Trade eredllors Accnjed expenses 6,817 9.920 9..899 9.740 16,737 19,639 MOVEMENT IN FUNDS Net movernent In fvnds Transfers between funds At 31.325 At 1.4.24 Unrestricted funds General fvnd 205,026 (68,241) (1,920) 134,86S Restricted funds Wellbeing Centre Communlty Foundallon Wale5 Communty Foundation Wales The Moondanc8 Foundation Postcode Communlty Trust MTCBC Capltal food poverty South Wales Police The Access Foundatitsn Valleys lfjds WCVA Volunteering Wales Coalfields Regeneration Trust Communlty Grants Wales MTCBC Multiply VAMT Food Partnership Grant Garfield We51on Founclalion RCTCBC- Community Dementia Preventton Programrne Welsh Church A¢t 1.146,559 (19,3DO) 5,000 17,476) 14,940) 1.127,259 5,1)00 3.000 10,476 4,940 25,00 11,722 6,000 5,300 24000 {11,722) {6,ODO) 15,300) {500) (25,000) 25,000 1,742 7,OOQ 9,364 11.742) 17,000) 19,364) 25,000 24000 2,000 11,785 000 13.705 1,920 1,253,603 (54,559} 1,920 1.200.964 TOTAL FUNDS IA58,629 {122,80D) 1,335,829 Page 24 contlnued...
GELL DEG FOUNDATION COMMUNITY SSOCIA 10 è Flna rtheye I Statements- conflnu 31 MOVEMENT IN FUNDS- continued Net movement In funds. Included In Ihg above are as follows: Incomlng resources Re50ur¢e$ expended Movemenl In IlS Unrestricied funds General fund 80288 (148,529) (08,241) Restrldèd funds Wellbalng Centre Communty Foundation Wales Communlty Foundatlon Wales The Moondance FOUndaOn MTCBC Youlh 119,3001 {19,300} 5,000 17,476) (4,940) S,OOD 4,999 (12,475) (4,940) 82,185 25,000 5,000 1,000 5,000 1,500 2,000 (82,1851 (25,0001 (16,722) (1,000) (5,000) (1,5001 (2,000) (6,000) (5,300) (500) (25,000) Postcode CommunltyTThst MTCBC Capltal food poverty Ffos Y Fran Grant Nallonal Grid - Comrnurw Matter Furtds Sainsburys- Helplng Everyone Eat MTCBC Equality and DiversSty Project South Walgs Pollce The Access Foundatbn Vall•ys Klds WCVA Volunteerir@ Waleg Coalfield5 Rege[ration Trust Communlty Grants Wales MTCBC Multiply VAMT Food Partnershlp Grant VAMT Youth Led Grant Coalfields- Comfflulty Grant Garfield Weston Foundation Lldl Maln Grant MTCBC Fit and Fed MTCBC Cozy Comer MTCBG Open Accass Play Fundlng Summer Playworks- Hollday Project- Nattonal Play Day RCTCBC- Community Demenlia PVentIOn Programrne Welsh Govemment- Amsgr Progrdmme and Careis Trust Wai8S Welsh Chur¢h A¢t (11,722) 16,OOD} 15,300) (500) (25,000) 11,742) 11.7421 17,000) 19,364> 17,000) {9,868) {1,288) {1,742) 125,000} {5,0001 (2,1321 (5,0001 504 1,288 1.742 50,000 5,000 1132 5,000 25.000 3,218 (3,218) 1,000 (1,0001 16,000) 2,000 10,758 13.705 (10.758) 11,920) 11.785 232,289 (286,848) (54,559) TOTAL FUNDS 311577 {435,377) {122,800) Page 25 continued...
GE IDEG FOUNDATION COMMUNIIY SOCIATION estot ort eFin Slale ear Ended 31 March 14. MOVEMENT IN FUNDS - contlnued Cornparathies for movement In funds Net movem8nt in funds At 31.3.24 At 1.423 Unrestricted funds General fund 249.119 (44,093) 205.026 Rostrlcted funds The National Lottery Community Fund Wellbeing Centre BBC Children In Need Communlty FoundatSon Wales The Moondance Foundation Postcode CommunityTrust MTCBC CaF4tal focKI poverty The Julla & Hans Rauslng Trust South W8lEs Pollce The Access Foundatlon Valleys Kids WCVA Volunleeriny Wales Coalfields Regeneratton Trust Commun Grants Wales rcBC Multiply VAMT Food Partnership Grant 95,299 1.165,859 24,400 (95,299) <19,3} (24,400) 10,476 4.940 25.000 10.472 (10,519) 6,OlXI 5.31JO 1,146,559 10.476 4.940 25,000 11.722 1.250 10,519 6.000 5.300 500 25,000 25,000 1,742 7.000 984 1.742 1,297.327 (43,724) 1,253.603 TOTAL FUNDS 1.546,446 {87.817) 1.458.629 Page 26 continued..
ELLIDEG FOUNDATIO NITY otes to the Flnanclal S gnts-co Year Ended 31 March 2025 inued 14. MOVEMENT IN FUNDS - continued Comparative net movement in funds, Included In the above a as folk)ws: Incoming resourrE$ Resources expanded Movement in funds Unre8trlcted ndS General fvnd 124.216 (168.309) {44.093) Restricted funds The Nallonal Lottery Cornmunlty Fund Youth Wellbeing Centre BBC Children in Need Community Foundatbn Wales The Moondance Foundation MTCBC Youth (95.2991 (8¢) (19,300) (24,4001 (4.5241 (1,061) (95,299) 800 (19.300) (24.400) 10,476 4,940 15,000 6.001 84.074 (84,074) Merthyr Tydfll Houslrvd AssocIaon- Flt and Fed Grant Postcode Cornrnunlty Twst MTCBC Capltal food poverty Feedlng Brltaln MTCBC Equallty & Dlverslty Project The Julla & Hans Rausing Trust MTCBC Community Focused Schools Prlndpality Bulldlng Socl8ty South Wales Police The Access Foundation valle Kids WCVA Volunteerlng Wales Coalfields Regeneration TNst Commun Grants Wales rcBC Mulliply VAMT Food P2thershlp Grant VAMT Lonellness and Isolation VAMT Youth Led Grant 3,397 25.O¢XJ 39.297 1,800 2.193 (3,397) 25,000 10,472 (28,825) (1,800> 12,1931 (10.5191 (1,500) (10,000) (10.519) 1,500 10.000 6,000 5,300 36.220 25,OtY) 6,000 5.300 500 25.1)00 (35.720) 1.742 8.500 11.000 700 1.020 1,742 7,000 9,364 {1AIO) {1,636) (TOO) (1,020) 284.544 1328,268) (43.724) TOTAL FUNDS 408,760 {496,577) (87,817) 15. RELATED PARfi DISCLOSURES There were no related paty transactions for the year ended 31 March 2025. Pagg 27
GELLIDEG FOUNDATION COMMUN ASSOCIATIO Deta ed Statement of Financia for the Year Ended 3 31.3.25 31224 INCOME AND ENDOWMETrirs Donalion5 and legacles Donations Grants 850 250,310 317.543 251,160 Other trading activltleG other Inccme 50.843 Investment income DeFJOSitacGounl interest 4,574 Total incoming resources 312,577 408,760 EXPENDITURE Charitable activities Wages Social securfty Psth0o1 Wages Preschts)I Wages {Recharged) Equlpment hire Rent, rates and water Insurance Light and heal Telephone Postsge and stationery Travel and subsisten Computer IT costs A110$ Repairs arbd maintenance Penslons Consumables Freehold propety Depreclation Plant & machlnery depffjuation 233,599 21,215 20,.415 32,586 (32,5861 872 2,942 10,232 5,930 2,113 421 6,246 4,170 41,944 35,447 28,119 9,306 19,300 6.569 3.861 8,139 Z057 521 3.270 5.671 8,749 19,,300 11,.181 428A25 488.908 Support costs Flnance Bank tharg95 36 Govèrnancé costs Accovntan¢y fees L8gal fees S,118 1,798 4,740 2,426 6,916 7.166 Total r6Ure&S expended 435,377 496.577 Net expenditure (122,800) (87,8171 This page does not form part ofthe statutory financlal statements Page 28