34A Mansel St. Swansea SA1 1EB Tel: 01792 969269 Email: info@kincymru.org.uk Registered Charity in England and Wales (1150035)
## **Annual Report April 6 2024-April 5 2025**
## **Overview of the year**
This year was a busy year.
In November 24 we had to move offices. This was a big move not only shifting our files and furniture but emptying our previous office. Helen (part time coordinator) and Steve (DLA Specialist) and our hardworking volunteers, rose to the challenge and moved many boxes and freecycled many items so that we were ready on time to move. Rob our IT specialist was invaluable setting up the new IT and telephones.
The new office was worth the struggle. It is much more accessible to our clients and more visible on Mansel Street.
Through all the upheaval we still managed to continue helping local parents with children with special needs/ disabilities with their DLA claims and appeals. Our exiting case load is now in the several hundreds with many families that we have helped previously, returning for further help when their claims come up for renewal. In addition we had 69 new cases opened over the year to add the existing caseload. DLA cases continue to run on for over a year thus it is a long term commitment taking on a client.
Each successful DLA Claim produces between £29.20 to £110.40 a week, depending on the rate awarded. This increases family income by £1518.4 to £5740.8 per annum with most awards being for 2-5 years. Our success rate remains good with most of our clients, seeing some award of DLA and other benefit awards arising from our help. This extra income continues to be a valuable addition in these times of rising living costs.
## **Finances**
We started the year with £ 7, 000 in the bank and had to fundraise quite vigorously. We were very grateful to receive grants from the Moondance foundation, National lottery and
Registered Charity in England and Wales (1150035), 34A Mansel St. Swansea, SA1 1EB
Waterloo foundation. We also had some donations from individuals. A copy of the draft accounts is attached.
## **Conclusion**
Overall this has been another successful year, providing vital help local families with children with special needs to obtain the finance that they need to support their children.
|**Kin Cymru**
**1150035**
**CC16a**
**Receipts and payments accounts**
**For the period**
**from**
6/4/2024
**To**
5/4/2025
**Section A Receipts and payments**
**Unrestricted**
**funds**
**Restricted funds**
**Endowment**
**funds**
**Total funds**
**Last year**
**to the nearest £**
**to the nearest £**
**to the nearest £**
**to the nearest £**
**to the nearest £**
**A1 Receipts**
**-**
**--**
**-**
**--**
Donations
**3,790**
**-**
**--**
**-**
**--**
**-**
**3,790-**
633.3
Grant -Moon dance
**14,900**
**-**
**14,900-**
Grant -Waterloo
**10,000**
**-**
**--**
**-**
**--**
**-**
**10,000-**
**10,000**
Grant -lottery
19457
**-**
**19,457-**
Receipts - advice & Rep
**1,331**
**-**
**--**
**-**
**--**
**-**
**1,331-**
**1,449**
Other
**-**
**-**
**--**
**-**
**--**
**-**
**--**
**55**
**-**
**--**
**-**
**--**
**-**
**--**
**-**
**--**
**-**
**--**
**-**
**--**
**-**
**--**
**-**
**--**
**_Sub total_**_(Gross income for AR)_
**-**
**49,478-**
**-**
**--**
**-**
**--**
**-**
**49,478-**
**-**
**12,137-**
**A2 Asset and investment sales, (see**
**table).**
**-**
**--**
**-**
**--**
**-**
**--**
**-**
**--**
**-**
**--**
**_Sub total_-**
**--**
**-**
**--**
**-**
**--**
**-**
**--**
**-**
**--**
**_Total receipts_ -**
**49,478-**
**-**
**--**
**-**
**--**
**-**
**12,137-**
**A3 Payments**
Rent
6018
**-**
**--**
**-**
**--**
**-**
**6,018-**
**-**
**6,064-**
Wages & pension
23099
**-**
**--**
**-**
**--**
**-**
**23,099-**
**-**
**25,790-**
ee ee ee
~~ee~~
$~~+ —|es~~|~~ee~~|
Poeo
~~SE~~
———
EfEJ]E+E>|**CC16a**|
|---|---|
|Rent
———|**-**
**6,064-**
E>|
|Wages & pension
———|**-**
**25,790-**
E>|
CCXX R1 accounts (SS)
19/01/2026
1
|Tax & NI Contributions||||4908.01|||**-**|**--**|||**-**|**--**|||**-**|**4,908-**|||**-**|**5,250-**||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|External fees||||**350**|||**-**|**--**|||**-**|**--**|||**-**|**350-**|||**-**|**350-**||
|Uilities gas /Electric /water||||5141.79|||**-**|**--**|||**-**|**--**|||**-**|**5,142-**|||**-**|**8,194-**||
|Petty cash/consumerables||||**147**|||**-**|**--**|||**-**|**--**|||**-**|**147-**|||**-**|**384-**||
|Telephone/intenet||||1237.6|||**-**|**--**|||**-**|**--**|||**-**|**1,238-**|||**-**|**1,298-**||
|Insurance||||1252.34|||**-**|**--**|||**-**|**--**|||**-**|**1,252-**|||**-**|**1,157-**||
|Office admin waste||||468|||||||||||**-**|**468-**|||**-**|**152-**||
|Library/subscriptions /books||||728|||**-**|**--**|||**-**|**--**|||**-**|**728-**|||**-**|**890-**||
||**_Sub total_ **||**-**|**43,350-**|||**-**|**--**|||**-**|**--**|||**-**|**43,350-**|||**-**|**49,529-**||
|||||||||||||||||||||||
|**A4 Asset and investment**||||||||||||||||||||||
|**purchases, (see table)**||||||||||||||||||||||
||||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**||||||
||||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**||||||
||**_Sub total_ **||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**||||||
|**A4 Asset and investment**|||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|**purchases, (see table)**|||||||||||||||||||||
|||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**||||||
|||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**||||||
|**_Sub total_ **||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**||||||
||||||||||||||||||||||
|**_Total payments_ **||**-**|**43,350-**|||**-**|**--**|||**-**|**--**|||**-**|**43,350-**|||**-**|**49,529-**||
||||||||||||||||||||||
|**_Net of receipts/(payments)_ **||**-**|**6,128-**|||**-**|**--**|||**-**|**--**|||**-**|**6,128-**|||**-**|**37,392-**||
|**A5 Transfers between funds**||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**||
|**A6 Cash funds last year end**|||**9,697**|||**-**|**--**|||**-**|**--**|||**-**|**9,697-**||||||
|**_Cash funds this year end_**|||15,825|||**-**|**--**|||**-**|**--**|||**-**|**15,825-**|||**-**|**37,392-**||
||||||||||||||||||||||
## **Section B Statement of assets and liabilities at the end of the period**
||||||||**Unrestricted**|||**Restricted funds**|**Restricted funds**||||**Endowment**|
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|||**Categories**|**Details**||||**funds**||||||||**funds**|
||||||||**to nearest £**||||**to nearest £**||||**to nearest £**|
|**B1**|**Cash**|**funds**|Bank Balance at Year End||||15825.81|||**-**|**--**|||**-**|**--**|
|||||||**-**|**--**|||**-**|**--**|||**-**|**--**|
|||||||**-**|**--**|||**-**|**--**|||**-**|**--**|
CCXX R2 accounts (SS)
19/01/2026
2
||**_Total cash funds_**|15825.81||**-**
**--**||**-**
**--**|
|---|---|---|---|---|---|---|
|**B2 Other monetary assets**
**B3 Investment assets**
**B4 Assets retained for the**
**charity’s own use**|(agree balances with receipts and payments account
(s))
**Details**
**Details**|Agreement Error||OK||OK|
|||**Unrestricted**
**funds**
**to nearest £**
**-**
**--**
**-**
**--**
**-**
**--**
**-**
**--**
**-**
**--**
**-**
**--**
**Fund to which asset**
**belongs**
**Fund to which asset**||**Restricted funds**
**to nearest £**
**-**
**--**
**-**
**--**
**-**
**--**
**-**
**--**
**-**
**--**
**-**
**--**
**Cost (optional)**
**-**
**--**
**-**
**--**
**-**
**--**
**-**
**--**
**-**
**--**
||**Endowment**
**funds**
**to nearest £**|
|||||||**-**
**--**|
|||||||**-**
**--**|
|||||||**-**
**--**|
|||||||**-**
**--**|
|||||||**-**
**--**|
|||||||**-**
**--**|
|||||||**Current value**
**(optional)**|
|||||||**-**
**--**|
|||||||**-**
**--**|
|||||||**-**
**--**|
|||||||**-**
**--**|
|||||||**-**
**--**|
|||||||**Current value**|
||**Details**|
**belongs**||**Cost (optional)**
**-**
**--**
**-**
**--**
**-**
**--**
**-**
**--**
**-**
**--**||
**(optional)**|
|||||**-**
**--**||**-**
**--**|
|||||**-**
**--**||**-**
**--**|
|||||**-**
**--**||**-**
**--**|
|||||**-**
**--**||**-**
**--**|
|||||**-**
**--**||**-**
**--**|
CCXX R3 accounts (SS)
19/01/2026
3
|||||||**-**|**--**||**-**|**--**|
|---|---|---|---|---|---|---|---|---|---|---|
|||||||**-**|**--**||**-**|**--**|
|||||||**-**|**--**||**-**|**--**|
|||||||**-**|**--**||**-**|**--**|
|||||**Fund to which**||**Amount due**||||**When due**|
||**Details**|||**liability relates**||**(optional)**||||**(optional)**|
|**B5 Liabilities**||||||**-**|**--**||||
|||||||**-**|**--**||||
|||||||**-**|**--**||||
|||||||**-**|**--**||||
|||||||**-**|**--**||||
|Signed by one or two trustees on behalf of
all the trustees||Signature||Print|Name||||Date of approval||
||Lisa Reese||||||||||
|||||Lisa Reese|||||||
||||||||||||
CCXX R4 accounts (SS)
19/01/2026
4
## **Detailed Independent Examination Report Kin Cymru 06/04/24 to 05/04/25**
Kin Cymru is a small charity with 3 trustees. The charitable aims and objectives are the relief of poverty and education.
## **Requirement for Independent Examination**
Kin Cymru is required to have an independent examination as the revenue has exceeded £25,000.
The total revenue is £51,113 and therefore is in no danger of exceeding the limit of £250,000 to require a full audit.
The charity prepares accounts on the receipts and payments basis and is in no danger of exceeding the limit of £250,000 to require accruals accounts.
## **Conflict of Interest**
The examiner is eligible to carry out the examination with 17 years accounts experience and a qualified member of the ICAEW.
The examiner is completely independent from the charity and is not providing any other services to the charity.
The examiner has followed the recommended checklist for examiners as provided by the charity commission.
## **The Independent Examination**
Detailed working papers are available for review with back up documentation.
Kin Cymru is a small charity with 3 trustees. The charitable aims and objectives are the relief of poverty and education.
## **Receipts**
The Receipts of £51,113 consist of donations and receipts from various providers. These donations have been agreed to supporting documentation which can be found in the working papers and have been agreed to the bank statements.
A review of the bank statements has identified there are no other means of income and all is recorded.
No financial risk of the receipts being misstated has been identified.
## **Payments**
Payments of £43,350 have been made during the year in comparison to £49,478 in the prior year.
There are no significant fluctuations in expenditure during the year. Last year it was noted that we should see a reduction in utilities and we have done.
A selection of payments on the bank statement have been selected and agreed to supporting invoices to confirm that the purchases are wholly for the purpose of the charity, the values are correct and payment made to the correct company.
The Receipts and Payments accounts have been produced directly from the bank statements. The spreadsheet used to create the accounts has been cross referenced to the bank statements and agreed to the final accounts.
No financial risk from the payments has been identified.
## **Cash Funds**
The Cash Funds on the accounts agree to the bank statement at the year end.
## **Assets & Liabilities**
The trustees have confirmed there are no assets or liabilities to report.
No assets have been identified as purchased throughout the year.
The financial activity throughout the year does not suggest that there should be any assets or liabilities.
## **Charity Accounts Records**
The Trustees calculate the receipts and payments using Excel spreadsheets created from an export of the bank statements.
This spreadsheet has been checked for accuracy and agreed to the bank statements and back to the final accounts. On first review there were missing items of expenditure which were adjusted swiftly by the trustees.
## **Final Conclusion**
The charity keeps up to date records and accurately records all transactions. The use of excel is reasonable for the current number of transactions. Should the charity grow significantly in size it is recommended a financial software to be used for accuracy and ease of recording transactions and keeping a digital audit trail of documentation.
The accounts are approved by the independent examiner and there has been no financial risk identified.