OpenCharities

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator. This document is also available as Markdown.

← The Pontarddulais Partnership

2024-12-31-accounts

Company registration number: 05680324 Charity registration number: 1117151

The Pontarddulais Partnership

(A company limited by guarantee)

Annual Report and Financial Statements

for the Year Ended 31 December 2024

The Pontarddulais Partnership

Contents

Reference and Administrative Details 1
Trustees' Report 2 to 12
Independent Examiner's Report 13
Statement of Financial Activities 14 to 15
Balance Sheet 16
Statement of Cash Flows 17
Notes to the Financial Statements 18 to 28

The Pontarddulais Partnership

Reference and Administrative Details

Chairman Mrs Alison Elizabeth Wilson Trustees Mrs Jane Eleanor Harris Reverend John Gillibrand Mr Andrew Edwards Reverend Ian Morris Mrs Beryl Rona Ellis-Davis Mr Philip Downing Mr John Howard Evans C Eng Wendy John Elyzabeth Jayne McDowall Lilian Mary Downing Secretary Mrs Beryl Rona Ellis-Davis Charity Registration Number 1117151 Company Registration Number 05680324 The charity is incorporated in Wales. Registered Office Canolfan Y Bont 28 Dulais Road Pontarddulais Swansea SA4 8PA Independent Examiner A&L Accountancy Limited 196 St Teilo Street Pontardulais SWANSEA SA4 8LQ

Page 1

The Pontarddulais Partnership

Trustees' Report

Trustees and officers

The trustees and officers serving during the year and since the year end were as follows:

Trustees: Mrs Jane Eleanor Harris Reverend John Gillibrand Mr Andrew Edwards Reverend Ian Morris Mrs Beryl Rona Ellis-Davis Mr Philip Downing Mrs Lisa Hayward-Scutt (resigned 1 June 2025) Mr John Howard Evans C Eng Wendy John (appointed 7 October 2024) Elyzabeth Jayne McDowall (appointed 7 October 2024) Lilian Mary Downing (appointed 7 October 2024) Chairman: Mrs Alison Elizabeth Wilson Secretary: Mrs Beryl Rona Ellis-Davis Senior Management / Leadership Ms Catherine Harris, Centre Manager Team:

The Trustees, who are also directors of the charity for the purposes of the Companies Act, submit their report and financial statements for the year ended 31 December 2024 which are also prepared to meet the requirements for a directors’ report and accounts for Companies Act purposes. The financial statements comply with the Charities Act 2011, the Companies Act 2006 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 (FRS102) (effective 1 January 2015).

Foreword from the Chair

As Chair of the Pontarddulais Partnership, I am proud to present this Annual Report for the year ending 31 December 2024, a year in which our community spirit, resilience, and collective determination were more evident than ever.

Despite continued challenges across our communities, from the cost-of-living crisis to the pressures on public services, we have worked tirelessly to meet local needs with dignity, compassion, and creativity. Whether through the expansion of our food bank and warm hubs, the development of volunteering and work opportunities, or our ongoing support for vulnerable individuals, the Partnership has remained true to its mission: working to reduce poverty, championing inclusion, and strengthening grassroots efforts.

We have continued to grow our support for small organisations and local groups, helping them access funding, build capacity, and serve others. We’ve maintained a steady focus on our core values of equity, community, and sustainability, and we’ve done so while safeguarding the long-term future of Canolfan y Bont, a vital hub at the heart of Pontarddulais.

I am deeply grateful to our staff, volunteers, trustees, funders, and community partners. Your time, energy, and generosity make all of this possible.

Page 2

The Pontarddulais Partnership

Trustees' Report

As we look ahead, our focus will remain on listening, responding, and building lasting change — together.

Alison Wilson Chair of Trustees The Pontarddulais Partnership

STRUCTURE, GOVERNANCE AND MANAGEMENT

Governing Document

The charity is a charitable company limited by guarantee and was incorporated on 19 January 2006. It is governed by its Memorandum and Articles of Association as amended by special resolution dated 7 November 2006. In the event of the company being wound up, members are required to contribute an amount not exceeding £10. The company acquired charitable status on 6 December 2006.

Recruitment and Appointment of Management Committee

The directors of the company are also charity trustees for the purposes of charity law and under the company’s Articles are known as members of the Management Committee. Any expenses reclaimed from the charity are set out in the accounts. In an effort to maintain a broad skill mix, members of the Management Committee are requested to provide a list of their skills.

Trustee Induction and Training

Most trustees are already familiar with the practical work of the charity because of their local experience. New trustees are expected to familiarise themselves with the documentation and are invited and encouraged to attend training sessions as identified and required.

Charity Commission publications signposted through the Commission’s guide “The Essential Trustee” are used as a follow up to these sessions. This is available to all new trustees along with the Memorandum and Articles, the latest financial statements and policies. Trustees are expected to attend training on issues such as safeguarding, health and safety, employment legislation, equality and diversity, and finance if appropriate.

Obligations of Management Committee Members

The main documents, which set out the operational framework for the charity include the Memorandum of Agreement and Articles of Association, and the current financial position as set out in the latest published accounts.

Risk Management

A risk register has been established and is updated as required and at least annually. Where appropriate, systems or procedures have been established to mitigate the risks the charity faces. Internal control risks are minimised by the implementation of procedures for authorisation of all transactions and projects. Procedures are in place to ensure compliance with health and safety of staff, volunteers, clients and visitors to the centre.

Organisational Structure

The Management Committee is responsible for the strategic direction and policy of the charity. At present the Committee has nine members from a variety of backgrounds relevant to the work of the charity. Day to day responsibility for the provision of the services rest with the Manager and the Chair. The Chair is responsible for ensuring that the charity delivers the services specified and that key performance indicators are met. The Manager is responsible for the day to day operational management of the Partnership and its projects including the submission of funding applications, monitoring of projects, management of volunteers, service delivery and to ensure that skills and working practices are developed in line with good practice. The Manager also considers ways in which all projects undertaken by the Partnership can remain sustainable.

Page 3

The Pontarddulais Partnership

Trustees' Report

Related Parties

Insofar as it is complimentary to the charity’s objectives; the charity is guided by both local and national policy. The representation of local organisations within a range of groups has proved invaluable to the charity in establishing links across the wider community and identifying relevant national and local policy initiatives and the potential and range of funding.

VISION

"Our mission is to reduce poverty through inclusive action and equality of opportunity, while strengthening smaller organisations through guidance and support. We strive for a community where every person and organisation has the capacity to succeed."

AIMS

To reduce the impact of poverty and improve quality of life by providing inclusive, accessible services that foster pride, wellbeing, and a strong sense of community.

To support a thriving, resilient local economy by improving employability, particularly for young adults with learning disabilities, and by creating opportunities for meaningful work and skills development.

To champion inclusivity by engaging and empowering vulnerable or isolated individuals – including older people, those with learning disabilities, and others facing social exclusion – to participate fully in community life.

To operate and develop Canolfan y Bont as a welcoming, multi-use community hub that houses essential services including the Pontarddulais Area Food Bank.

To build strong communication networks within Pontarddulais and across the wider area, ensuring that residents, partners and organisations stay informed, connected, and engaged.

To collaborate with local organisations and small groups, offering guidance and support in policy and organisational development to help them grow and thrive.

To commit to continuous evaluation and learning, using evidence and feedback to guide the development and improvement of all projects and services.

To protect and enhance the local environment in ways that support community wellbeing and resilience, ensuring that Pontarddulais remains a welcoming and sustainable place to live and visit.

DELIVERY IN ACCORDANCE WITH AIMS

We review our aims, objectives and activities each year. This review looks at what we achieved against our aims and objectives, and the outcomes of our work in the previous 12 months. The Trustees consider how planned activities will contribute to the aims and objectives they have set.

ACHIEVEMENTS

Over the past year, we’ve responded to rising community needs with practical, inclusive support and continued to grow our role as a trusted anchor organisation in Pontarddulais. Key achievements include:

Expanded Community Support Services: We continued to operate our independent food bank, adapting to meet the increasing cost-of-living pressures. We also continued a Warm Hub and Warm Home Scheme, offering warm packs and a safe space for companionship during the winter months.

Page 4

The Pontarddulais Partnership

Trustees' Report

Supporting Vulnerable Residents: Our volunteers, alongside our café, provided warm meals to elderly and isolated residents, helping to tackle food insecurity and social isolation. We also offered emotional and wellbeing-focused support across the community, helping individuals stay connected and resilient.

Opportunities Through Volunteering and Work: We provided volunteering placements, particularly aimed at those facing barriers to employment, including young adults with learning disabilities.

Digital and Remote Engagement: Through online support, we enabled learning, connection, and activity among small community groups and friendship circles, ensuring continuity of support even outside traditional in-person models.

Capacity Building for Local Groups: We supported small organisations and groups with advice and guidance and support to gain funding. This included grant consultancy services for the local Town Council and tailored advice for grassroots projects.

Sustained Core Capacity: We maintained the full-time employment of a core staff member, ensuring consistency, coordination, and ongoing community presence.

PROJECTS AND ACTIVITIES

This year, we delivered a wide range of projects and services aimed at reducing poverty, tackling social isolation, promoting inclusion, and strengthening the fabric of the Pontarddulais community.

This year, we delivered a wide range of projects and services aimed at reducing poverty, tackling social isolation, promoting inclusion, and strengthening the fabric of the Pontarddulais community.

Supporting Vulnerable Individuals and Promoting Independence

We provided a dedicated space at Canolfan y Bont for one-to-one support with completing documentation, getting online, and accessing essential services — helping individuals increase independence and digital confidence.

We provided a dedicated space at Canolfan y Bont for one-to-one support with completing documentation, getting online, and accessing essential services — helping individuals increase independence and digital confidence.

We continued to offer volunteering and supported work opportunities, both within Canolfan y Bont and in the wider community, with a focus on those facing barriers to employment or social connection.

Reducing Poverty and Fuel Insecurity

Our independent food bank continued to play a central role in reducing poverty in the community. Alongside food support, we provided:

Our independent food bank continued to play a central role in reducing poverty in the community. Alongside food support, we provided:

Energy advice and fuel vouchers for people in crisis using prepayment meters.

A Christmas voucher scheme, enabling families to purchase toys from Smyths Toy Superstore with dignity and choice.

We also expanded our Warm Packs initiative and operated Canolfan y Bont as a Warm Hub, providing meals, companionship, and warmth to those most in need.

Education and Inclusion

We supported disengaged children and young people, offering Canolfan y Bont as a quiet, supportive space for lessons and exams.

We supported disengaged children and young people, offering Canolfan y Bont as a quiet, supportive space for lessons and exams.

Page 5

The Pontarddulais Partnership

Trustees' Report

We facilitated ‘Learn Welsh’ adult classes to encourage cultural learning and language preservation within the community.

We took steps toward a ‘One Bont’ ethos through an Asset-Based Community Development (ABCD) approach, aiming to mobilise local strengths for long-term change.

Community Wellbeing and Connection

We organised coffee mornings, friendship groups, and weekly warm hubs, designed to reduce isolation and encourage social connections among residents of all ages.

We organised coffee mornings, friendship groups, and weekly warm hubs, designed to reduce isolation and encourage social connections among residents of all ages.

The Knit and Natter group, which began with a community Christmas tree project, has evolved into a regular weekly meet-up that contributes to causes such as making items for premature babies and dementia patients (twiddle muffs). A few members of the group also made ‘worry worms’ which were given to each child attending schools in Pontarddulais, Hendy and in Loughor.

Outdoor Community Spaces

In partnership with a local councillor, we supported the development of new outdoor facilities at Coed Bach Park, including:

A planned Skateboard/BMX facility

A planned Skateboard/BMX facility

Planned enhancement of a second play area for children

A freely accessible outdoor gym, promoting health and fitness for all.

Men’s and Women’s Shed Projects

We launched Men’s and Women’s Shed initiatives, ensuring that all relevant policies and procedures were developed to support safe and inclusive participation. These projects promote mental wellbeing, skills sharing, and social inclusion.

We launched Men’s and Women’s Shed initiatives, ensuring that all relevant policies and procedures were developed to support safe and inclusive participation. These projects promote mental wellbeing, skills sharing, and social inclusion.

PARTNERSHIP WORKING

Working in partnership with other agencies to ensure that the widest range of services is available locally which meets the needs of local people including:

Friends of Coed Bach Park Pontarddulais Cricket Club Pontarddulais Town Council

Schools (3) Methodist Church Swansea Council

Our Place Age Concern Pontarddulais National Grid

The Ivy’s Men’s & Women’s Shed Job Centre Plus

Pontarddulais Library Women’s Institute Merched Y Wawr

Tesco Pontarddulais MacMillan Distribution Bont Big Bocs Bwyd

Pontarddulais Football Club Bont Elim Community Church Pontarddulais Rugby Club

Page 6

The Pontarddulais Partnership

Trustees' Report

Swansea Lifelong Learning Local Area Co-ordination Team Gower College

Pontarddulais Senior Citizens SCVS U3A Pontarddulais

Royal British Legion 4th Lliw Valley Scouts Church in Wales

Pontarddulais Family History Group South Wales Police

MP & Assembly Member Neighbourly Fare Share Cymru

Discretionary Assistance Fund Fuel Bank Foundation The Good Things Foundation

Cwtch Mawr Llys Nini Animal Centre The Hollies Residential Home

Dian Smith Quilts The Craft Lady Bont

WHO BENEFITED FROM OUR SERVICES: PROJECT ACTIVITY & IMPACT

Over the past year, Pontarddulais Partnership has delivered targeted projects that directly support individuals, families, and organisations across our community. Each initiative is designed to improve quality of life, promote inclusion, and build a more resilient local infrastructure.

Over the past year, Pontarddulais Partnership has delivered targeted projects that directly support individuals, families, and organisations across our community. Each initiative is designed to improve quality of life, promote inclusion, and build a more resilient local infrastructure.

Railway Station

We continued our collaborative work with local groups including U3A and Merched y Wawr to maintain planters and enhance the entrance to Pontarddulais Railway Station — a project that improves community pride and creates a welcoming space for residents and visitors alike.

We continued our collaborative work with local groups including U3A and Merched y Wawr to maintain planters and enhance the entrance to Pontarddulais Railway Station — a project that improves community pride and creates a welcoming space for residents and visitors alike.

Food Bank and Emergency Support

The Pontarddulais Area Food Bank, operated through Canolfan y Bont, addressed urgent need by:

Coed Bach Park and Environmental Projects

We invested in outdoor spaces to benefit children, young people, and the wider community by continuing to support the Friends of Coed Bach Park group and Our Place with grant applications to enhance local biodiversity and environmental quality to promote health, wellbeing and community stewardship.

We invested in outdoor spaces to benefit children, young people, and the wider community by continuing to support the Friends of Coed Bach Park group and Our Place with grant applications to enhance local biodiversity and environmental quality to promote health, wellbeing and community stewardship.

Wider Community Support

Our team offered personalised support to individuals seeking to:

Page 7

The Pontarddulais Partnership

Trustees' Report

Our team offered personalised support to individuals seeking to:

Improve employability and financial independence

Income Generation and Sustainability

Canolfan y Bont: A Vital Community Hub

As a central community hub, Canolfan y Bont not only delivers direct support, but also strengthens the local economy, creates partnerships, and empowers grassroots activity.

FINANCIAL REVIEW

The Partnership continues to maintain a strong focus on financial sustainability while responding to increasing community need. Our income is generated through a blend of room hire, grants, and donations — all of which contribute to the operation of Canolfan y Bont and the delivery of vital community services.

The Partnership continues to maintain a strong focus on financial sustainability while responding to increasing community need. Our income is generated through a blend of room hire, grants, and donations — all of which contribute to the operation of Canolfan y Bont and the delivery of vital community services.

INCOME GENERATION

A significant portion of our income is derived from the hire of rooms and shared working spaces at Canolfan y Bont. These earnings contribute directly to the cost of staffing and maintaining the Centre, helping ensure that it remains a vibrant and accessible hub for the local community.

A significant portion of our income is derived from the hire of rooms and shared working spaces at Canolfan y Bont. These earnings contribute directly to the cost of staffing and maintaining the Centre, helping ensure that it remains a vibrant and accessible hub for the local community.

Page 8

The Pontarddulais Partnership

Trustees' Report

We continue to access grant funding with the valued support of Swansea Council for Voluntary Services (SCVS) and Swansea Council.

INVESTMENT POLICY

In line with our commitment to responsible financial management, the Partnership retains a prudent level of unrestricted funds in reserves. The majority of funds received are restricted for specific projects and are managed accordingly, ensuring transparency and accountability.

In line with our commitment to responsible financial management, the Partnership retains a prudent level of unrestricted funds in reserves. The majority of funds received are restricted for specific projects and are managed accordingly, ensuring transparency and accountability.

RESERVES POLICY

The Management Committee has carefully considered the charity’s risk profile and operational needs. As a result, we have implemented a reserves policy that designates six months’ worth of operational costs as restricted reserves. This policy is designed to ensure the stability of our core services in the face of unexpected financial challenges.

The Management Committee has carefully considered the charity’s risk profile and operational needs. As a result, we have implemented a reserves policy that designates six months’ worth of operational costs as restricted reserves. This policy is designed to ensure the stability of our core services in the face of unexpected financial challenges.

PRINCIPLE FUNDING SOURCES

During the year, our work was made possible thanks to generous grants and donations from the following funders and supporters:

During the year, our work was made possible thanks to generous grants and donations from the following funders and supporters:

Neighbourly

Tesco Bags for Help

Pontarddulais Town Council

Swansea Council for Voluntary Services (SCVS)

National Grid

Swansea City Council, through:

Period Dignity Fund

Direct Food Support Fund COAST (Creating Opportunities Across Swansea Together)

Holiday Food Funds

Winter Wellbeing Fund

Enabling Communities Fund

We are also grateful to the many local businesses, churches and individual donors who contributed to our work throughout the year.

PLANS FOR THE FUTURE

Looking ahead, the Pontarddulais Partnership remains committed to evolving in response to the needs of the local community. Building on our successes, we will focus on the following strategic priorities to deepen our impact and broaden our reach:

Page 9

The Pontarddulais Partnership

Trustees' Report

Looking ahead, the Pontarddulais Partnership remains committed to evolving in response to the needs of the local community. Building on our successes, we will focus on the following strategic priorities to deepen our impact and broaden our reach:

Strengthening Canolfan y Bont as a Community Hub

We will continue to develop Canolfan y Bont as a welcoming and inclusive space that delivers a wide range of high-quality services for all generations. The Centre will act as a focal point for community connection, learning, wellbeing, and access to essential support.

We will continue to develop Canolfan y Bont as a welcoming and inclusive space that delivers a wide range of high-quality services for all generations. The Centre will act as a focal point for community connection, learning, wellbeing, and access to essential support.

Promoting Pontarddulais as a Vibrant Community and Retail Centre

Working collaboratively with local businesses and the surrounding rural population, we aim to help position Pontarddulais as a thriving retail centre. This includes encouraging the use of local Welsh produce, supporting sustainable economic development, and nurturing local enterprise.

Working collaboratively with local businesses and the surrounding rural population, we aim to help position Pontarddulais as a thriving retail centre. This includes encouraging the use of local Welsh produce, supporting sustainable economic development, and nurturing local enterprise.

Expanding Access to Education, Skills & Employment

We will enhance our educational and training offer by providing accessible learning opportunities, skills development programmes, and confidence-building support. Our aim is to ensure that people of all ages feel empowered to shape their future and pursue meaningful employment.

We will enhance our educational and training offer by providing accessible learning opportunities, skills development programmes, and confidence-building support. Our aim is to ensure that people of all ages feel empowered to shape their future and pursue meaningful employment.

Growing Volunteering and Local Employment

We plan to expand opportunities for volunteering and local employment within the Partnership and our wider network. By doing so, we hope to foster greater community ownership, build resilience, and strengthen grassroots capacity across the area.

We plan to expand opportunities for volunteering and local employment within the Partnership and our wider network. By doing so, we hope to foster greater community ownership, build resilience, and strengthen grassroots capacity across the area.

Supporting Inclusion for All

Inclusivity remains at the heart of everything we do. We will continue to develop schemes that welcome and support adults with learning disabilities, as well as those who may face barriers due to isolation, poverty, or other vulnerabilities. Our focus is on ensuring that no one is left behind.

Inclusivity remains at the heart of everything we do. We will continue to develop schemes that welcome and support adults with learning disabilities, as well as those who may face barriers due to isolation, poverty, or other vulnerabilities. Our focus is on ensuring that no one is left behind.

Tackling Poverty and Promoting Wellbeing

We are committed to improving the lives of those experiencing hardship. Plans include:

We are committed to improving the lives of those experiencing hardship. Plans include:

Expanding the food bank and associated services

Page 10

The Pontarddulais Partnership

Trustees' Report

Continuing to support period dignity through free provision of products

Enhancing our work around mental health and wellbeing, recognising its importance in building healthier, happier communities

ACTIVITIES FOR THE FORTHCOMING YEAR

Over the next 12 months, the Pontarddulais Partnership will continue to deliver community-driven work. Our planned activities include:

Over the next 12 months, the Pontarddulais Partnership will continue to deliver community-driven work. Our planned activities include:

Encouraging Community-Led Ideas and Initiatives We will support residents and volunteers to bring forward new ideas that enhance life in both town and countryside, fostering a shared sense of ownership and creativity.

Maintaining Compliance and Good Governance We will ensure all of our systems, policies, and practices remain compliant with current legislation and best practice in the third sector.

Creating Opportunities for Young People We will actively seek funding to support youth-focused activities within Pontarddulais and explore new ways to expand these services based on identified needs.

Embedding Sustainability in Our Work We will promote a “reduce, reuse, recycle” ethos across all Partnership projects and activities, ensuring that environmental responsibility underpins our operations.

Promoting Welfare Support Through the Food Bank The Food Bank will continue to serve as more than just a food distribution point — we will increase awareness of its welfare support services and provide additional signposting where needed.

Supporting Smaller, Grassroots Organisations We will offer advice and guidance to local groups on income generation and sustainability, helping to strengthen the broader community sector in our area.

Building on Local Strengths and Talents We will continue to develop projects that harness the skills, experiences, and abilities of local people, creating opportunities for participation, employment, and confidence-building

Statement of trustee’s responsibilities in relation to the financial statements

The Charity’s trustees are responsible for preparing a Trustee’s annual report and financial statements in accordance with applicable law and United Kingdom Accounting standards (United Kingdom Generally Accepted Accounting Practice).

The law applicable to Charities in England and Wales requires the trustees to prepare financial statements for each financial period which give a true and fair view of the state of affairs of the charity and of the surplus or deficit of the charity for that period. In preparing these financial statements the trustees have:

Page 11

The Pontarddulais Partnership

Trustees' Report

The trustees have overall responsibility for ensuring that the charity has appropriate systems of control, financial and otherwise. They are also responsible for keeping proper accounting records which disclose with reasonable accuracy at any time the financial position of the charity and enable them to ensure that the financial statements comply with the Companies Act 2006 and Charities Act 2011. They are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for prevention and detection of fraud and other irregularities and to provide reasonable assurance that:

The business of the company is managed by the trustees.

This report is prepared in accordance with the special provisions of Part 15 of the Companies Act 2006 relating to the smaller company.

Disclosure of information to auditor

Each trustee has taken steps that they ought to have taken as a trustee in order to make themselves aware of any relevant audit information and to establish that the charity's auditor is aware of that information. The trustees confirm that there is no relevant information that they know of and of which they know the auditor is unaware.

The annual report was approved by the trustees of the charity on 29 September 2025 and signed on its behalf by:

......................................... Mrs Alison Elizabeth Wilson Chairman

Page 12

The Pontarddulais Partnership

Independent Examiner's Report to the trustees of The Pontarddulais Partnership ('the Company')

I report to the charity trustees on my examination of the accounts of the Company for the year ended 31 December 2024.

Responsibilities and basis of report

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

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

An independent examination does not involve gathering all the evidence that would be required in an audit and consequently does not cover all the matters that an auditor considers in giving their opinion on the accounts. The planning and conduct of an audit goes beyond the limited assurance that an independent examination can provide. Consequently I express no opinion as to whether the accounts present a ‘true and fair’ view and my report is limited to those specific matters set out in the independent examiner’s statement.

Independent examiner’s statement

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

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

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

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

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

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

...................................... A&L Accountancy Ltd

196 St Teilo Street Pontardulais SWANSEA SA4 8LQ

29 September 2025

Page 13

The Pontarddulais Partnership

Statement of Financial Activities for the Year Ended 31 December 2024 (Including Income and Expenditure Account and Statement of Total Recognised Gains and Losses)

Note
Income and Endowments from:
Donations and legacies
3
Investment income
4
Other income
5
Total income
Expenditure on:
Raising funds
6
Charitable activities
7
Other expenditure
8
Total expenditure
Net (expenditure)/income
Net movement in funds
Reconciliation of funds
Total funds brought forward
Total funds carried forward
18		 Unrestricted
funds
£
3,455
2,135
30,001
35,591
(36,320)
(30,726)
(999)
(68,045)
(32,454)
(32,454)
121,691
89,237		 Restricted
funds
£
46,136
-
-
46,136
-
(36,863)
-
(36,863)
9,273
9,273
21,025
30,298		 Total
2024
£
49,591
2,135
30,001
81,727
(36,320)
(67,589)
(999)
(104,908)
(23,181)
(23,181)
142,716
119,535

The notes on pages 18 to 28 form an integral part of these financial statements. Page 14

The Pontarddulais Partnership

Statement of Financial Activities for the Year Ended 31 December 2024 (Including Income and Expenditure Account and Statement of Total Recognised Gains and Losses)

Note
Income and Endowments from:
Donations and legacies
3
Investment income
4
Other income
5
Total income
Expenditure on:
Raising funds
6
Charitable activities
7
Other expenditure
8
Total expenditure
Net (expenditure)/income
Transfers between funds
Net movement in funds
Reconciliation of funds
Total funds brought forward
Total funds carried forward
18		 Unrestricted
funds
£
48,146
2,238
17,084
67,468
(46,486)
(25,534)
(1,332)
(73,352)
(5,884)
2,068
(3,816)
125,507
121,691		 Restricted
funds
£
52,046
-
-
52,046
-
(46,245)
-
(46,245)
5,801
-
5,801
15,224
21,025		 Endowment
funds
£
-
-
-
-
-
-
-
-
-
(2,068)
(2,068)
2,068
-		 Total
2023
£
100,192
2,238
17,084
119,514
(46,486)
(71,779)
(1,332)
(119,597)
(83)
-
(83)
142,799
142,716

All of the charity's activities derive from continuing operations during the above two periods. The funds breakdown for 2023 is shown in note 18.

The notes on pages 18 to 28 form an integral part of these financial statements. Page 15

The Pontarddulais Partnership

(Registration number: 05680324) Balance Sheet as at 31 December 2024

Note
Fixed assets
Tangible assets
13
Investments
14
Current assets
Debtors
15
Cash at bank and in hand
16
Creditors: Amounts falling due within one year
17
Net current assets
Net assets
Funds of the charity:
Restricted income funds
Restricted funds
Unrestricted income funds
Unrestricted funds
Total funds
18		 2024
£
2,997
43,873
46,870
482
72,660
73,142
(477)
72,665
119,535
30,298
89,237
119,535		 2023
£
3,996
43,873
47,869
462
98,374
98,836
(3,989)
94,847
142,716
21,025
121,691
142,716

For the financial year ending 31 December 2024 the charity was entitled to exemption from audit under section 477 of the Companies Act 2006 relating to small companies.

Directors' responsibilities:

The financial statements on pages 14 to 28 were approved by the trustees, and authorised for issue on 29 September 2025 and signed on their behalf by:

......................................... Mrs Alison Elizabeth Wilson Chairman

The notes on pages 18 to 28 form an integral part of these financial statements. Page 16

The Pontarddulais Partnership

Statement of Cash Flows for the Year Ended 31 December 2024

Note
Cash flows from operating activities
Net cash expenditure
Adjustments to cash flows from non-cash items
Depreciation
6, 8
Investment income
4
Working capital adjustments
Increase in debtors
15
(Decrease)/increase in creditors
17
Net cash flows from operating activities
Cash flows from investing activities
Interest receivable and similar income
4
Net (decrease)/increase in cash and cash equivalents
Cash and cash equivalents at 1 January
Cash and cash equivalents at 31 December		 2024
£
(23,181)
999
(2,135)
(24,317)
(20)
(3,512)
(27,849)
2,135
(25,714)
98,374
72,660		 2023
£
(83)
1,332
(2,238)
(989)
(13)
2,404
1,402
2,238
3,640
94,734
98,374

All of the cash flows are derived from continuing operations during the above two periods.

The notes on pages 18 to 28 form an integral part of these financial statements. Page 17

The Pontarddulais Partnership

Notes to the Financial Statements for the Year Ended 31 December 2024

1 Charity status

The charity is limited by guarantee, incorporated in Wales, and consequently does not have share capital. Each of the trustees is liable to contribute an amount not exceeding £Nil towards the assets of the charity in the event of liquidation.

The address of its registered office is: Canolfan Y Bont 28 Dulais Road Pontarddulais Swansea SA4 8PA

These financial statements were authorised for issue by the trustees on 29 September 2025.

2 Accounting policies

Summary of significant accounting policies and key accounting estimates

The principal accounting policies applied in the preparation of these financial statements are set out below. These policies have been consistently applied to all the years presented, unless otherwise stated.

Statement of compliance

The financial statements have been prepared in accordance with Accounting and Reporting by Charities: Statement of Recommended Practice (applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102)) (issued in October 2019) - (Charities SORP (FRS 102)), the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) and the Companies Act 2006.

Basis of preparation

The Pontarddulais Partnership meets the definition of a public benefit entity under FRS 102. Assets and liabilities are initially recognised at historical cost or transaction value unless otherwise stated in the relevant accounting policy notes.

Income and endowments

All income is recognised once the charity has entitlement to the income, it is probable that the income will be received and the amount of the income receivable can be measured reliably.

Donations and legacies

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

Grants receivable

Grants are recognised when the charity has an entitlement to the funds and any conditions linked to the grants have been met. Where performance conditions are attached to the grant and are yet to be met, the income is recognised as a liability and included on the balance sheet as deferred income to be released.

Page 18

The Pontarddulais Partnership

Notes to the Financial Statements for the Year Ended 31 December 2024

Investment income

Dividends are recognised once the dividend has been declared and notification has been received of the dividend due.

Expenditure

All expenditure is recognised once there is a legal or constructive obligation to that expenditure, it is probable settlement is required and the amount can be measured reliably. All costs are allocated to the applicable expenditure heading that aggregate similar costs to that category. Where costs cannot be directly attributed to particular headings they have been allocated on a basis consistent with the use of resources, with central staff costs allocated on the basis of time spent, and depreciation charges allocated on the portion of the asset’s use. Other support costs are allocated based on the spread of staff costs.

Raising funds

These are costs incurred in attracting voluntary income, the management of investments and those incurred in trading activities that raise funds.

Charitable activities

Charitable expenditure comprises those costs incurred by the charity in the delivery of its activities and services for its beneficiaries. It includes both costs that can be allocated directly to such activities and those costs of an indirect nature necessary to support them.

Support costs

Support costs include central functions and have been allocated to activity cost categories on a basis consistent with the use of resources, for example, allocating property costs by floor areas, or per capita, staff costs by the time spent and other costs by their usage.

Governance costs

These include the costs attributable to the charity’s compliance with constitutional and statutory requirements, including audit, strategic management and trustees meetings and reimbursed expenses.

Government grants

Government grants are recognised based on the accrual model and are measured at the fair value of the asset received or receivable. Grants are classified as relating either to revenue or to assets. Grants relating to revenue are recognised in income over the period in which the related costs are recognised. Grants relating to assets are recognised over the expected useful life of the asset. Where part of a grant relating to an asset is deferred, it is recognised as deferred income.

Tangible fixed assets

Individual fixed assets costing £50.00 or more are initially recorded at cost, less any subsequent accumulated depreciation and subsequent accumulated impairment losses.

Depreciation and amortisation

Depreciation is provided on tangible fixed assets so as to write off the cost or valuation, less any estimated residual value, over their expected useful economic life as follows:

Asset class

Office equipment

Depreciation method and rate 25% reducing balance

Page 19

The Pontarddulais Partnership

Notes to the Financial Statements for the Year Ended 31 December 2024

Fixed asset investments

Fixed asset investments, other than programme related investments, are included at market value at the balance sheet date. Realised gains and losses on investments are calculated as the difference between sales proceeds and their market value at the start of the year, or their subsequent cost, and are charged or credited to the Statement of Financial Activities in the period of disposal.

Unrealised gains and losses represent the movement in market values during the year and are credited or charged to the Statement of Financial Activities based on the market value at the year end.

Trade creditors

Trade creditors are obligations to pay for goods or services that have been acquired in the ordinary course of business from suppliers. Accounts payable are classified as current liabilities if the charity does not have an unconditional right, at the end of the reporting period, to defer settlement of the creditor for at least twelve months after the reporting date. If there is an unconditional right to defer settlement for at least twelve months after the reporting date, they are presented as non-current liabilities.

Trade creditors are recognised initially at the transaction price and subsequently measured at amortised cost using the effective interest method.

Foreign exchange

Transactions in foreign currencies are recorded at the rate of exchange at the date of the transaction. Monetary assets and liabilities denominated in foreign currencies at the balance sheet date are reported at the rates of exchange prevailing at that date.

The results of overseas operations are translated at the average rates of exchange during the period and their balance sheets at the rates ruling at the balance sheet date. Exchange differences arising on translation of the opening net assets and results of overseas operations are reported in other comprehensive income and accumulated in equity (attributed to non-controlling interests as appropriate).

Other exchange differences are recognised in the Statement of Financial Activities in the period in which they arise except for:

1) exchange differences on transactions entered into to hedge certain foreign currency risks (see above);

2) exchange differences arising on gains or losses on non-monetary items which are recognised in other comprehensive income; and

3) in the case of the consolidated financial statements, exchange differences on monetary items receivable from or payable to a foreign operation for which settlement is neither planned nor likely to occur (therefore forming part of the net investment in the foreign operation), which are recognised in other comprehensive income and reported under equity.

Fund structure

Unrestricted income funds are general funds that are available for use at the trustees discretion in furtherance of the objectives of the charity.

Restricted income funds are those donated for use in a particular area or for specific purposes, the use of which is restricted to that area or purpose.

Page 20

The Pontarddulais Partnership

Notes to the Financial Statements for the Year Ended 31 December 2024

3 Income from donations and legacies

Donations and legacies;
Donations from individuals
Grants, including capital grants;
Government grants
Grants from other charities
Total for 2024
Total for 2023		 Unrestricted
funds
General
£
2,080
-
1,375
3,455
48,146		 Restricted
funds
£
17,351
22,310
6,475
46,136
52,046		 Total
funds
£
19,431
22,310
7,850
49,591
100,192

4 Investment income

Interest receivable and similar income;
Interest receivable on bank deposits
Total for 2024
Total for 2023
5
Other income
Fees and supplies
Rental income
Total for 2024
Total for 2023		 Unrestricted
funds
General
£
2,135
2,135
2,238
Unrestricted
funds
General
£
5,812
24,189
30,001
17,084		 Total
funds
£
2,135
2,135
2,238
Total
funds
£
5,812
24,189
30,001
17,084

Page 21

The Pontarddulais Partnership

Notes to the Financial Statements for the Year Ended 31 December 2024

6 Expenditure on raising funds

a) Costs of generating donations and legacies

Note
Allocated support costs
9
Total for 2024
Total for 2023		 Unrestricted
funds
General
£
1,811
1,811
46,486		 Total
funds
£
1,811
1,811
46,486
Total
costs
£

Page 22

The Pontarddulais Partnership

Notes to the Financial Statements for the Year Ended 31 December 2024

7 Expenditure on charitable activities

Note
Food Bank
Tackling Poverty
Allocated support costs
9
Governance costs
9
Total for 2024
Total for 2023		 Unrestricted
funds
General
£
10,762
-
12,971
6,993
30,726
25,534		 Restricted
funds
£
31,889
4,974
-
-
36,863
46,245		 Total
funds
£
42,651
4,974
12,971
6,993
67,589
71,779

Total expenditure £

In addition to the expenditure analysed above, there are also governance costs of £6,993 (2023 - £1,582) which relate directly to charitable activities. See note 9 for further details.

8 Other expenditure

Note
Depreciation, amortisation and other similar costs
Total for 2024
Total for 2023		 Unrestricted
funds
General
£
999
999
1,332		 Total
funds
£
999
999
1,332

9 Analysis of governance and support costs

Governance costs

Other governance costs
Allocated support costs
Total for 2024
Total for 2023		 Unrestricted
funds
General
£
5,443
1,550
6,993
1,582		 Total
funds
£
5,443
1,550
6,993
1,582

Page 23

The Pontarddulais Partnership

Notes to the Financial Statements for the Year Ended 31 December 2024

10 Net incoming/outgoing resources

Net outgoing resources for the year include:

Net outgoing resources for the year include:
Depreciation of fixed assets
11 Staff costs
The aggregate payroll costs were as follows:
Staff costs during the year were:
Wages and salaries		 2024
£
999		 2023
£
1,332
2024
£
34,509

No employee received emoluments of more than £60,000 during the year.

12 Taxation

The charity is a registered charity and is therefore exempt from taxation.

Page 24

The Pontarddulais Partnership

Notes to the Financial Statements for the Year Ended 31 December 2024

13 Tangible fixed assets

Cost
At 1 January 2024
At 31 December 2024
Depreciation
At 1 January 2024
Charge for the year
At 31 December 2024
Net book value
At 31 December 2024
At 31 December 2023
14 Fixed asset investments
Other investments
Other investments
Cost or Valuation
At 1 January 2024
At 31 December 2024
Net book value
At 31 December 2024
At 31 December 2023		 Furniture and
equipment
£
16,944
16,944
12,948
999
13,947
2,997
3,996
2024
£
43,873
Listed
investments
£
43,873
43,873
43,873
43,873		 Furniture and
equipment
£
16,944
16,944
12,948
999
13,947
2,997
3,996
2024
£
43,873
Listed
investments
£
43,873
43,873
43,873
43,873		 Total
£
16,944
16,944
12,948
999
13,947
2,997
3,996
2023
£
43,873
16,944
12,948
999
13,947
2,997
3,996
2024
£
43,873
Listed
investments
£
43,873
Total
£
43,873
43,873
43,873
43,873
43,873
43,873
43,873

Page 25

The Pontarddulais Partnership

Notes to the Financial Statements for the Year Ended 31 December 2024

15 Debtors

15 Debtors
Prepayments
16 Cash and cash equivalents
Cash on hand
Cash at bank
17 Creditors: amounts falling due within one year
Other taxation and social security
Other creditors
Accruals		 2024
£
482
2024
£
215
72,445
72,660
2024
£
187
(287)
577
477		 2023
£
462
2023
£
793
97,581
98,374
2023
£
3,183
229
577
3,989

Page 26

The Pontarddulais Partnership

Notes to the Financial Statements for the Year Ended 31 December 2024

18 Funds

Unrestricted funds
General
Restricted funds
Total funds
Unrestricted funds
General
Restricted funds
Expendable
Total funds		 Balance at 1
January 2024
£
Incoming
resources
£
Resources
expended
£
Balance at 31
December
2024
£
121,691
35,591
(68,045)
89,237
21,025
46,136
(36,863)
30,298
142,716
81,727
(104,908)
119,535
Balance at 1
January
2023
£
Incoming
resources
£
Resources
expended
£
Transfers
£
Balance at
31
December
2023
£
125,507
67,468
(73,352)
2,068
121,691
15,224
52,046
(46,245)
-
21,025
2,068
-
-
(2,068)
-
142,799
119,514
(119,597)
-
142,716		 Balance at 31
December
2024
£
89,237
30,298		 Balance at 31
December
2024
£
89,237
30,298
119,535
Balance at
31
December
2023
£
121,691
21,025
-
142,716

19 Analysis of net assets between funds

Tangible fixed assets
Fixed asset investments
Current assets
Current liabilities
Total net assets		 Unrestricted
funds
General
£
2,997
43,873
73,142
(477)
119,535		 Total funds at
31 December
2024
£
2,997
43,873
73,142
(477)
119,535

Page 27

The Pontarddulais Partnership

Notes to the Financial Statements for the Year Ended 31 December 2024

Tangible fixed assets
Fixed asset investments
Current assets
Current liabilities
Total net assets		 Unrestricted
funds
General
£
3,996
43,873
98,836
(3,989)
142,716		 Total funds at
31 December
2023
£
3,996
43,873
98,836
(3,989)
142,716

Page 28

The Pontarddulais Partnership

Detailed Statement of Financial Activities for the Year Ended 31 December 2024

Income and Endowments from:
Donations and legacies (analysed below)
Investment income (analysed below)
Other income (analysed below)
Total income
Expenditure on:
Raising funds (analysed below)
Charitable activities (analysed below)
Other expenditure (analysed below)
Total expenditure
Net expenditure
Net movement in funds
Reconciliation of funds
Total funds brought forward
Total funds carried forward		 Total
2024
£
49,591
2,135
30,001
81,727
(36,320)
(67,589)
(999)
(104,908)
(23,181)
(23,181)
142,716
119,535		 Total
2023
£
100,192
2,238
17,084
119,514
(46,486)
(71,779)
(1,332)
(119,597)
(83)
(83)
142,799
142,716

This page does not form part of the statutory financial statements. Page 29

The Pontarddulais Partnership

Detailed Statement of Financial Activities for the Year Ended 31 December 2024

Donations and legacies
Appeals and donations
Appeals and donations
UK Government grants
UK Government grants
UK Government grants
UK Government grants
Grants - other agencies
Grants - other agencies
Grants - other agencies
Grants - other agencies
Investment income
Interest on cash deposits
Other income
Fees and supplies
Rental income
Raising funds
Wages and salaries
Wages and salaries
Water rates
Computer software and maintenance costs
Printing, postage and stationery
Hire of plant and machinery (Operating leases)
Accountancy fees
Charitable activities
Direct costs
Direct costs
Direct costs
Direct costs
Charitable donations
Charitable donations
Light, heat and power
Repairs and maintenance		 Total
2024
£
17,351
2,080
-
9,886
12,424
-
-
5,475
1,000
1,375
49,591
2,135
2,135
5,812
24,189
30,001
(34,509)
-
(1,007)
(335)
(469)
-
-
(36,320)
(4,974)
(10,411)
-
(10,762)
(21,478)
-
(7,590)
(1,331)		 Total
2023
£
2,705
23,434
3,760
15,099
-
15,000
1,500
19,145
9,837
9,712
100,192
2,238
2,238
-
17,084
17,084
-
(44,537)
(499)
(92)
(286)
(496)
(576)
(46,486)
(20,071)
(1,398)
(9,347)
(411)
(14,885)
(9,891)
(6,557)
(2,465)

This page does not form part of the statutory financial statements. Page 30

The Pontarddulais Partnership

Detailed Statement of Financial Activities for the Year Ended 31 December 2024

Telephone and fax
Office expenses
Printing, postage and stationery
Advertising
Charitable donations
Insurance
Travel and subsistence
Accountancy fees
Other expenditure
Depreciation of office equipment		 Total
2024
£
(3,237)
(124)
(689)
-
(4,500)
(943)
(831)
(719)
(67,589)
(999)
(999)		 Total
2023
£
(1,617)
(3,491)
-
(64)
-
(911)
(617)
(54)
(71,779)
(1,332)
(1,332)

This page does not form part of the statutory financial statements. Page 31