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Trustees’ Annual Report for the period
From 1 APRIL 2023 To 31 MARCH 2024
Charity name: MIND YSTRADGYNLAIS Charity registration number: 1175273
Objectives and Activities
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SORP reference
Summary of the purposes of Para 1.17 The charity provides advice and support to
the charity as set out in its empower anyone experiencing a mental
governing document health problem in Ystradgynlais and the
surrounding areas. Mind Ystradgynlais is
affiliated with Mind National Association for
Mental Health and its purpose and
activities are in accordance with the aims
and objectives of Mind.
Summary of the main Para 1.17 and The charity works to create a better life for
1.19
activities in relation to those anyone experiencing mental distress by
purposes for the public delivering community mental health
benefit, in particular, the services at its Wellbeing Centre and in the
activities, projects or wider community. Counselling services
services identified in the including CBT and Active Monitoring are
accounts. provided.
The Centre acts as an emergency food
bank distribution point for the Trussell Trust
and a distribution point for food bank
vouchers for CATCH (Community Action to
Combat Hardship).
The charity delivers training such as
Dementia Awareness, ASIST (Applied
Suicide Intervention), the Freedom
Programme and Mental Health First Aid
Training.
Statement confirming Para 1.18 The Trustees confirm that they have
whether the trustees have referred to the guidance contained in the
had regard to the guidance Charity Commission’s general guidance on
issued by the Charity public benefit when reviewing the Charity’s
Commission on public aims and objectives and in planning future
benefit activities.
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Additional information (optional) You may choose to include further statements where relevant about:
SORP reference Para 1.38 Policy on grant making
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Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers Other
Achievements and Performance
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SORP reference
We have many achievements that are
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| Achievements and Performance | Achievements and Performance | Achievements and Performance |
|---|---|---|
| SORP reference | ||
| We have many achievements that are | ||
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | noteworthy of mention, but more broadly our key overarching purpose within our service offer is that we support the local community with all manner of mental health and general wellbeing needs. We have achieved this outcome in many forms, be that via our one toone counselling offer, group work, newly created wellbeing workshops or recreational offers such as yoga. All of which constantly evolving to meet the needs of the local people, and free to the community at point of entry, therefore removing any financial boundaries people may face. As a charity organisation we serve the whole of Ystradgynlais in addition to its surrounding villages, i.e., Ystalyfera, Aber Craf, Cwmllynfell and Cwmtwrch. We benefit the community of Ystradgynlais and the small villages surrounding us in Powys in ways this application alone cannot fully encapsulate. However, by means of explanation please see below services currently available to all within this area: • Yoga wellbeing sessions (Fri) Trauma informed practitioner Yoga Wellbeing Session Mind Ystradgynlais (minditv.org.uk) • Bereaved by Suicide Peer Support Group Bereaved by Suicide Peer Support Group Mind Ystradgynlais (minditv.org.uk) • Supported selfhelp Sixweek, guided selfhelp course with a fully licenced |
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| practitioner. Supported selfhelp Mind |
|---|
| Ystradgynlais (minditv.org.uk) |
| • In Work Support Service (IWSS) |
| High quality interventions designed to help |
| reduce the impact of health issues in the |
| workplace. |
| In Work Support Service (IWSS) |
| Mind Ystradgynlais (minditv.org.uk) |
| • One to one counselling services |
| With accredited Psychotherapists (Open |
| ended, dependant on individual need) |
| Counselling service Mind |
| Ystradgynlais (minditv.org.uk) |
| • Day services (Mon/Tues/Thurs) All |
| of which have been revamped in 2024 |
| Day Services Mind Ystradgynlais |
| (minditv.org.uk) |
| Mind Club Hubs Spin off project to create |
| wellbeing hubs within the community in an |
| outreach capacity as well as at our |
| wellbeing hub which has received lottery |
| funding and will be formally launched in the |
| Spring of 2025 |
Additional information (optional) You may choose to include further statements where relevant about:
| Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
|---|---|---|
| Achievements against objectives set |
Para 1.41 | |
| Performance of fundraising activities against objectives set |
Para 1.41 | |
| Investment performance against objectives |
Para 1.41 | |
| Other |
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Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | At the period end, the charity has funds of £73,935. The charity is in a stable financial position and can currently meet its obligations when they fall due. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Any reserves held (restricted funds) are held to enable specific financial commitments to be met on time. |
| Amount of reserves held | Para 1.22 | £0 |
| Reasons for holding zero reserves |
Para 1.22 | Restricted funds were spent in full at the period end. |
| Details of fund materially in deficit |
Para 1.24 | N/A |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | N/A |
Additional information (optional) You may choose to include further statements where relevant about:
| Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
|---|---|---|
| The charity’s principal sources of funds (including any fundraising) |
Para 1.47 | |
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | |
| A description of the principal risks facing the charity |
Para 1.46 | |
| Other |
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Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | CIO – Foundation |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | The charity is a CIO. |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees |
Para 1.25 | The charity has undertaken a skills audit to identify skills still needed on Trustee Board. Any Trustee identified and who is interested in joining has a Welcome meeting with Chair, where an induction pack is shared and training needs are discussed (including safeguarding, governance, data protection and health and safety). Complete trustee checks (including DBS where appropriate) and complete eligibility form. Complete online trustee induction training and induction to the Mind network. Ability to appoint Trustee is via the Board via election by majority of existing Board |
Additional information (optional) You may choose to include further statements where relevant about:
Policies and procedures adopted for the induction Para 1.51 and training of trustees The charity’s organisational structure and any wider Para 1.51 network with which the charity works Relationship with any related Para 1.51 parties Other
Reference and Administrative details
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Charity name Mind Ystradgynlais
Other name the charity uses N/A
Registered charity number 1175273
Charity’s principal address THE HEALTHY LIVING CENTRE
6166 PENYBRYN
YSTRADGYNLAIS
SWANSEA
SA9 1JB
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Names of the charity trustees who manage the charity
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Name of person (or body)
Dates acted if not for whole
Trustee name Office (if any) entitled to appoint trustee
year
(if any)
1 Susan Maria Oates
2 Karen Andrea Flanagan
3 Andrew Morgan Jones
4 Gareth David Brookes 06.07.23
5 Adele Thomas 06.07.23
6 Sarah Louise Davies 04.12.23
7
8
9
10
11
12
13
14
15
16
17
18
19
20
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– Corporate trustees names of the directors at the date the report was approved
Director name
Name of trustees holding title to property belonging to the charity
Trustee name Dates acted if not for whole year
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Funds held as custodian trustees on behalf of others
Description of the assets N/A held in this capacity Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for N/A safe custody and segregation of such assets from the charity’s own assets
Additional information (optional)
Names and addresses of advisers (Optional information)
| Type of | Name | Address |
|---|---|---|
| adviser |
Name of chief executive or names of senior staff members (Optional information)
Exemptions from disclosure
Reason for nondisclosure of key personnel details
N/A
Other optional information
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Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) Full name(s) Andrew Morgan Jones Position (eg Secretary, Chair of Trustees Chair, etc) Date 30/12/24
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Charity Name No (if any)
MIND YSTRADGYNLAIS 1175273
Receipts and payments accounts CC16a
For the period Period start date Period end date
To
from 01-Apr-23 31-Mar-24
Section A Receipts and payments
Unrestricted Restricted Endowment
Total funds Last year
funds funds funds
to the nearest
to the nearest £ to the nearest £ to the nearest £ to the nearest £
£
A1 Receipts
Grants Received 145,882 - - 145,882 99,709
Service Level Agreements 23,573 - - 23,573 56,136
Donations 6,331 - - 6,331 730
Room Hire - - - - 3,075
Mirus - - - - 4,420
Sundry Income - - - - -
Sub total (Gross income for
AR) [ 175,786 ] - - 175,786 164,070
A2 Asset and investment sales,
(see table).
- - - - -
Sub total - - - - -
Total receipts 175,786 - - 175,786 164,070
A3 Payments
Direct Costs 5,340 - - 5,340 6,524
Cleaning 1,270 - - 1,270 815
Utilities 12,234 - - 12,234 9,114
Insurances and Affilitations 6,380 - - 6,380 6,333
Repairs and Maintenance 4,058 - - 4,058 14,890
Rent and Rates 5,220 - - 5,220 5,205
Staff Costs 150,795 - - 150,795 203,409
Postage, Printing and Stationery 2,102 - - 2,102 316
Subscriptions 1,363 - - 1,363 -
Website costs 4,940 - - 4,940 -
Sundry 1,106 - - 1,106 -
Prof fees 1,783 - - 1,783 -
Travel 420 - - 420 -
Accountancy Fees 2,000 - - 2,000 2,076
Sub total [ 199,011 ] - - 199,011 248,682
A4 Asset and investment
purchases, (see table)
Computer equipment 3,151 - - 3,151
- - - -
Sub total [ 3,151 ] - - 3,151 -
Total payments 202,162 - - 202,162 248,682
Net of receipts/(payments) - 26,376 - - - 26,376 - 84,612
A5 Transfers between funds - - - - -
A6 Cash funds last year end 100,311 - - 100,311 184,923
Cash funds this year end 73,935 - - 73,935 100,311
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CCXX R1 accounts (SS)
13/06/2024
1
| Section B Statement of assets and liabilities at | Section B Statement of assets and liabilities at | the end of the period | |
|---|---|---|---|
| Categories B3 Investment assets Signed by one or two trustees on behalf of all the trustees B5 Liabilities B2 Other monetary assets B4 Assets retained for the charity’s own use B1 Cash funds |
Details Details Computer equipment Details Total cash funds (agree balances with receipts and payments account(s)) Debtors Prepayments Other debtors Details Co-Operative Bank Details Signature Trade Creditors Pension contributions PAYE |
Unrestricted funds Restricted funds to nearest £ to nearest £ 73,935 - - - 73,935 - OK OK Unrestricted funds Restricted funds to nearest £ to nearest £ 1,417 - 180 - 180 - Fund to which asset belongs Cost (optional) - Fund to which asset belongs Cost (optional) 3,151 - Fund to which liability relates Amount due (optional) 1940 - 1094 - 2481 - Print Name Sarah Davies Andrew Morgan Jones |
Endowment funds to nearest £ - - |
| - | |||
| OK | |||
| Endowment funds to nearest £ - - - Current value (optional) - Current value (optional) - - When due (optional) Date of approval 16/09/24 16/09/2024 |
CCXX R2 accounts (SS)
13/06/2024
2
Independent examiner's report on the accounts
Section A Independent Examiner’s Report
Report to the trustees Charity Name MIND YSTRADGYNLAIS On accounts for the year 31 MARCH 2024 Charity no 1175273 ended (if any) Set out on pages (remember to include the page numbers of additional sheets) I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended DD / MM / YYYY . Responsibilities and As the charity's trustees, you are responsible for the preparation of the basis of report accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).
I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
Independent examiner's statement
I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination (other than that disclosed below *) which gives me cause to believe that in, any material respect:
-
the accounting records were not kept in accordance with section 130 of the Charities Act; or
-
the accounts did not accord with the accounting records; or
-
the accounts did not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 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.
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.
- Please delete the words in the brackets if they do not apply.
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Date: 16.09.24
Signed:
Name: SALINA LOUM
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Relevant professional AAT
1
Oct 2018
IER
qualification(s) or body (if any):
Address: 5 COMMERCIAL STREET, YSTRADGYNLAIS, SWANSEA, SA9 1HD
Section B Disclosure
Only complete if the examiner needs to highlight material matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).
Give here brief details of any items that the examiner wishes to disclose .
2
Oct 2018
IER