# **ANNUAL REPORT 2024 - 2025** 


Email address: admin@swanseamind.org.uk Website: www.swanseamind.org.uk 

Tel: 01792 624999 66 St Helen’s Road Swansea. SA1 4BE 

Registered Charity 1184072 



**2** 

## **TABLE OF CONTENTS** 

|**TABLE OF CONTENTS**||
|---|---|
|Mission Statement|3|
|Trustees|4|
|CEO’S Report|5-6|
|Public Benefit|7|
|Chair’s Report|8|
|Groups|9|
|Supported Self-Help|10|
|Children & Young People (CYP) Supported Self-Help|10|
|Empowering Stroke Survivors Together|10|
|Volunteering|11|
|Case Study|12-13|
|Acknowledgements|14|





**3** 

## **MISSION STATEMENT** 

We’re Swansea Mind, we won’t give up until everyone with a mental health problem gets both support and respect. We provide advice and support to empower anyone experiencing a mental health problem; we have been supporting individuals with mental health problems in Swansea since 1963. 

## **Our Mission:** 

## **Open** 

We reach out to anyone that needs us. 

## **Together** 

We’re stronger in partnership. 

## **Responsive** 

We listen; we act. 

## **Independent** 

We speak out fearlessly. 

## **Unstoppable** 

We never give up. 



**4** 

## **TRUSTEES** 

Chair - Tony Condon 

Treasurer - Rob Lewis Gray 

Trustee - Stuart Elphick 

Trustee - Karol Kalna 

Trustee - Umakant Dave 



**5** 

## **CEO’S REPORT** 

As I reflect on the past year, I am filled with immense pride in what we have achieved at Swansea Mind. Despite ongoing challenges in mental health provision and increasing demands on our services, we have continued to grow stronger, more innovative, and more resilient. Our mission to 

support the mental health and wellbeing of our community has remained at the heart of everything we do. 

## **Achievements and Impact** 

## **Over the past year, we have:** 

Supported individuals through a 

combination of face-to-face services and digital and telephone support. 

Expanded our services to meet rising demand, including launching new peer-support groups tailored for LGBTQ+ communities and those with anxiety and depression. 

Deepened partnerships with NHS teams and community organisations, enabling a more integrated approach to mental health care in Swansea. 

Continued our wellbeing initiative in local schools, providing workshops and early-intervention support to young people. 

## **Financial Resilience and Growth** 

## **Our People** 

Thanks to the dedication of our staff 

team and the generosity of our supporters, Swansea Mind has ensured that we remain financially robust and can continue expanding our reach. We have also invested in strengthening our digital infrastructure and staff training, ensuring we are equipped for the challenges of the future. 

None of this would be possible without our dedicated staff, volunteers, trustees, and partners. Their compassion, expertise, and commitment have been the driving force behind our success. I want to express my heartfelt thanks to every individual who has contributed to our work this year. 



**6** 

## **LOOKING AHEAD** 

As we look to the future, we 

recognize that the need for mental health support is greater than ever. In 2025, we will focus on: 

- Expanding our peer-support networks, with a focus on supporting marginalised communities. 

- Advocating for systemic change, ensuring that mental health remains a priority for policymakers and that stigma continues to be challenged. 

Together, we will continue to work towards a Swansea where everyone experiencing a mental health problem gets the support they need and deserve. 

Thank you for your unwavering support of Swansea Mind. 

## **EMMA JAMES** 

## **CEO** 

- Deepening our commitment to equality, diversity, and inclusion in all 

   - aspects of our work. 



**7** 

## **PUBLIC BENEFIT & CHAIR’S REPORT** 

In planning our activities for the year, we kept in mind the Charity Commission’s guidance on public benefit at our trustee meetings. We continue to provide services for people with mental health problems and have an open-door policy that means that any member of the public can access our service. 

We welcome anyone regardless of personal background, faith or gender. 

Signed: Chair of Trustees 

Date: 9[th] October 2025 



**8** 

## **CHAIR’S REPORT** 

During 2024/25 Swansea Mind continued to support the Swansea region’s response to mental health issues. The board of trustees continued to provide supportive oversight and governance, meeting on a regular basis to review the finances, strategy and operations of Swansea Mind. Other reports received by the board include safeguarding, equality, diversity & inclusion, the risk matrix and updates of the charity's policies. 

The board works closely with the CEO, providing guidance and support. Good progress has been made in key areas of the strategy including financial sustainability through the establishment of designated funds and operational improvement with further investments in the digital infrastructure and staff training. 

This year the board was stable during the year. However, after the financial year end in March 2025 the board was strengthened when a trustee recruitment initiative bore fruit with three new trustees joined the board. 

In summary, Swansea Mind continues to play a key role in providing support to everyone in the Swansea area experiencing a mental health problem. Our thanks go to the committed and caring staff and volunteers of Swansea Mind who deliver the services that help so many in the Swansea area. Also, to our generous funders and all those who donate to Swansea Mind without whom none of this important work could be done. 



**9** 

## **Groups** 

Swansea Mind continued to run Peer Support Groups throughout the week 

**Anxiety & Depression** – emotional support to those who suffer with depression and/or anxiety. The group is a safe space to share personal experiences. It is a place where we can share strategies to cope and deal with anxiety and /or depression. 

**Walk and Talk** - Swansea Mind’s walking group. Where people can come and join us for conversation and companionship and reduce isolation and loneliness. Being physically active, connecting with nature, and socialising with others are all things which have been shown to have a positive impact on our mental health and wellbeing. 

**Gardening Group** - Gardening is widely recognised as beneficial for mental wellbeing for several reasons. It boosts your mood and reduces stress, improves focus and gives a sense of achievement. 

**Trans/Non-binary** - A safe and affirming space with a shared understanding. Peer support boosts resilience and self-esteem, and helps participants feel seen, validated, and supported. 

**Neurodiversity** – Peer groups can foster a sense of agency and pride. You’re not being “fixed” — you’re being supported and celebrated. That can be deeply healing for mental wellbeing. 



**10** 

## **Supported Self-Help (SSH)** 

Through our Supported Self-Help programme, we have helped people better understand and manage their emotions. 

With a low-level form of support over 6 weeks, people work through a series of materials, workbooks and exercises, with a short call from a Practitioner each week to support them through the process. 

We were fortunate to have received funding from Mental Health Services Improvement Fund to continue to run the project. 

_“Thanks for your help. I have never used something like this before but it has been really helpful. Thank you”_ 

## **Children & Young People (CYP) Supported Self-Help (SSH)** 

We have established our CYP Practitioners in four schools in the Swansea area- Bishopston, Dylan Thomas and Gowerton and Olchfa to deliver the Supported Self-Help programme. 

This has given young people the skills to understand, protect and improve their mental health. 

Through six sessions with a practitioner using evidence-based tools and resources to develop a personalised wellbeing toolkit. 

_“The practitioner was brilliant at helping me to be more aware of my mental health and how to manage it! Thank you very much!”_ 

## **Empowering Stroke Survivors Together** 

We offer professional and compassionate support for stroke survivors. Our self-help resources are designed to empower you on your journey to recovery, fostering strength and resilience every step of the way. 



**11** 

## **Volunteering** 

We have three types of volunteers: 

**Supporter Volunteer** – volunteers who help the organisation with administration support, responding to emails and telephone calls and general activities to keep Swansea Mind running. 

**Befriending Volunteers** – volunteers who run our befriending service. This could be a weekly or fortnightly call which offer companionship and help tackle loneliness, isolation and other worries that people may have from a friendly voice. 

**Student Counsellors** – we continue to accept trainee counsellors, who are working towards registration and need to have counselling hours to qualify. 

_“I have volunteered for around two years at Swansea Mind; however, I have been volunteering for other charities since I was 12 years old. I like volunteering because it helps me, and it helps other people. I wanted to volunteer with Mind specifically after I lost a friend of mine to suicide one Christmas. I wanted to be able to help other people to not have to go through the same thing. I like_ 

_helping here and people are grateful for it. Volunteering for a charity is different to paid work_ 

_because you don’t do it for the money - you do it because you want to make a difference”_ 

_Janet_ 



**12** 

## **Case Study** 

K. is a 35-year-old gentleman that recently moved back in with his partner and children after a period of living with his sister. He wanted to use the sessions to focus on self-esteem as overall wellbeing had declined over the last six months. In this time, K. had been unemployed after walking out of his role in retail. 

During the assessment stage, K. scored the following [GAD-7 =14, PHQ-9 =18; SWEMWBS =17] which indicated overall wellbeing was on the lower side, medium level of depression and moderate level of anxiety. 

Over the course of the following six weeks, K. recognized the impact of having no routine in place and the importance of creating routine to support his well-being. He also recognised the uncertainty around employment due to his career within graphic design. This is where we introduced resources such as the “accepting uncertainty” booklet. K. recognised that getting fulltime employment within this area was difficult and identified pros/cons of seeking employment in alternative areas of event management as he had many years experience of this. 

Being unemployed at home, naturally had an impact on K with no routine and having late nights. This is where we introduced the “sleeping better” resource whereby K came to the realisation that he was drinking approx. 6-8 cups of coffee per day, plus energy cans. K was further able to identify further triggers, stressors and goals alongside the practitioner to challenge the struggle around his sleeping pattern. 

We then implemented further techniques of relaxation techniques around stress management as this was later identified as a contributing factor to K’s current situation. We further worked together to empower K. with a personalised toolkit to strengthen his well-being through use of the “focusing on priorities” and an exercise on “positive qualities” to address what is most important to him right now and the positive qualities within him identified through various situations at home that week whether that be as a dad, partner or as a potential employee. 

K disclosed that whilst not in work he was receiving benefits but “did not want to be that guy”. He was able to reflect on his own values and beliefs, what is important to him and what this means to him. We were able to further explore this through completion of the “how to challenge the inner 



**13** 

critique” resource and identified what emotions this brought up. This led to a significant moment of acceptance for his situation and reduced the levels of guilt he held for not being in work. 

By the 6th session, overall wellbeing had improved with higher score of overall wellbeing [SWEMWBS=24] and lower scores of depression and anxiety [GAD-7=6 and PHQ-9=13]. 

K. had secured a full-time position by our last session and was looking forward to getting back into work. 

K described the sessions in the following words: “I think the sessions have been helpful. I find it easier to converse with someone, to actually think about how I’m feeling and puts things into perspective. It also gives me a chance to reflect as I get distracted.” 



**14** 

## **Acknowledgements** 

## **Swansea Mind would like to thank the following:** 

Swansea Bay University Health Board 

Stroke Association and Swansea Stroke Survivors Group 

Swansea University 

The UK Shared Prosperity Fund 

All those who have made donations to Swansea Mind 

Trustees, Staff and Volunteers at Swansea Mind 

Mental Health Providers Forum and SCVS 

Mind and Mind Cymru 

Charity Commission 

Austin Bailey Foundation 

Swansea Bay Regional Integrated Fund 

Mental Health Services Improvement Fund 

Welsh Government 

Bevan and Buckland Chartered Accountants 

## **Contact Us:** 

66 St Helen’s Road, Swansea. SA1 4BE 

## Tel: 01792 642999 

Email: admin@swanseamind.org.uk            Web: www.swanseamind.org.uk 



**REGISTERED CHARITY NUMBER: 1184072** 


**UNAUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025 FOR SWANSEA MIND** 

Bevan Buckland LLP Ground Floor Cardigan House Castle Court Swansea Enterprise Park Swansea SA? 9LA 





SWANSEA MI
COKTENTS OF THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2025
2 to 4
St•t•nxnt of Flnafid•l ActMI
Nrth to th• Flnanclal Sl•tsn*b
8 to 14
O•talhd Stat•m•rt of FInw¢￿1 Athl¢be•
15

SWANSEA MIND
REFERENCE AND ADMINISTrATIVE DETAILS
FOR ThE YEAR ENDED 31 MARCH 2025
TRUSTEES
T C(*ThJcfft Ichairl
S EVi*k {re￿ne￿ 9.10251
K Kakna
J Wikn 10.10.24)
R D L￿s-GraY (re￿￿ 13.5.251
U R D￿l•)￿nIed 18.7241
A N Shaikh laprKxnknJ 12.6251
A Shereef larwnted 12.6251
L J Cwnbukn larp3￿18￿ 12.6.251
PRINCIPAL ADORES8
ee st Hekn R￿1
SA148E
REGISTERED CHARtrY NUI
1184072
INDEPENDENT EXAIAIP4ER
B8V8n LLP
C8sU• CtyJrt
Swansea Enterprise P
Svonsoe
SA7 9LA

SWANSEA MINO
REPORT OF THE TRUSTEES
FOR THE YEAR ENDED 31 MARCH 2025
The InJstee$ ryesent thw'r rerth with th8 st81ements of ts thnty fry ts yw end￿ 31 Mard) 2025. The trustees
hav8 aopt&l Ihe proms￿ of A¢c*Junty"rMJ aThl R8wybrvJ by Charitw.. Ststement of Pracuce ap￿ICable to
charibes preparing their ac￿nts in ac£crfd￿ wth the Fin8nrAal RepJkn3 StaThlard aFf)h¢ab￿ in the VK and Republic of
Ireland IFRS 1021 20191.
OWECTVrfES AND ACTlVtriES
Ob]4¢tlv
The objectwes cl the Swansea Mind arn to wovwje sw)tyt and servKes to those with coTrJith)ns d 8n))t*)n81 or rneThtsl
distres5 roquiw atfvth ¢* trtatrngnt, in ass￿18￿ ￿ Nath)nal Mw¥J and in *(yxtsncè With th8 ams and tiL*tiv8s of
NatSonal Mind.
To this end, the Charity Y￿bYe$ acts"¥e 8￿th￿p}. for thk*en and svJtvJ ￿)p￿￿, Infomi8ts"on.
and 8eW-hdp group3 ¢JgsvJned to t4nefft Ihe
The trustees confmi that thay hav8 r8fw(gd lo tho guhJarTh ￿￿laIn￿ In Ihg Ch•1ty Comm*slon's gwar81 guldanc• c
publ1¢ benefit r8vithry the TnJsV8 8irr8 8￿1 ot4thes 8Th1 kn plaTh*Yd fubjre aNJ tho owtt mgklrvJ
pdicy for Ihe year.
FINANCIAL REVIEW
Flnanclal perfomianc•
Swansea Mhd rwrts 8 8urp1&8 of t17.S9S 12ff24.. £117.647) Iwr•ty to hYuc•J •xpand￿r9 offsèt rèthJL*'ons in
Inccrne.
Totsl inccffie ￿ Ihe yoar w85 £263.720 12024.. £402,634) dMatr￿ of £28.699 12024.. £54,389), 9rants of
£223.77412024.. £337,71918nd wthr8St •WXNn8 Lrf£11,24712024.. £10,526
Total expondilurn wd8 £246,125 12024". f284,9871 88 a resum c*st8 £165,240
12024. £197,103)
Totsl r￿rY•S inww3 to £832277 (W24.. £614.6821.
P￿2

SWANSEA MIND
REPORT OF THE TRUSTEES
FOR THE YEAR ENDED 31 MARCH 2025
FINANCIAL RE￿EV4
R8serveB
Section 1- Inlrodudknn
1.1 Scopg
This pollcy definès Swansea Mind furhts 9￿￿&￿ frrffi 8rry surr•Js trom Speci￿ srrt)nsc*ed pro￿,
donations rect￿y and luethi￿r￿j events by Ihe d)arity. li ensures Ihal ar8 as twared as possIb￿ for
By sottSng 8SkI8 th9se reserves. oJmrThtrr*rt to rewslylB ffinancA stthvardsl* and Ihè ojntinued
8us¢ainai4Yty olour owB8lK￿.
1.3 Alms
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roserves to."
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. DtsC￿e lo use rewves to fiJrthuv ￿ 8Th8 01th8 d
- Fut￿ unèxpoc18d cc4ts
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1.3 Roles •nd r••ponslbllllle#
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thal all those undo¥ our Lwitrd c4)mpty wth rt. Th• tyirnwy and daY￿￿thy r8smiblty imrl•mnbNJ this $its wlth
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and are gfven ad•quat¢ ar*$ rew19r traInI￿ It.
1.4 R•MTh••
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ensure tyjr fI￿rI91 $U8ts1n￿ilfy and rtisiliti￿. aim is to str*e tho awcpriats baknco enBuriThJ 6ust8lnab
n8nrial po￿1￿¥) u5irg ourfvnL* In a I￿**Y to fuN ourstrattyy.
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8afe 8ThJ professional way. In •JditI￿, Ihe truslees agreed k* dew[￿te fuThJ$ 41 Ihe ccffllng fln8n(aal yoai
enable Ihe to rnaxirni5e ts seNces. wnpad cfpytyTrl*s.
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explanation of lypes of regeNes listèd in Seckn 2 d Ihe
Soctlon 2.. Typ•• otfvnds oxplalned
2.1 It••trfj¢t•d fvnd8
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athvSty is ongL¥ng bul sutr4ect to wew 8fKJ renew￿ at $peth times le.g. fiJThl6 a*xxted annual￿) fuNts hekj ISUWL
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consdared as rx) bwr r8slwKted tr8n6ferr•J to U[￿851￿￿￿1 FuThJs ￿L%)unt.
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r0slrict￿I and transfeffed Inthe uNeslrthl fimds &counL
P*J8 3

SWANSEA MIND
REPORT OF THE TRUSTEES
FOR THE YEAR ENOED 31 hlARCH 2025
FINANCIAL REVIEW
22 Unre5trlcted fuThls (sometimes referred to as Free Re8er¥esl
Consi51 of funds transferred from th8 r8slrthd funds a￿A￿nl ¢trffiatKMB cash r8c8lvwJ frrjn a￿6M81 dMo
no use K18ntifi8d and 8ny wljs get￿818￿ from sp8uk fundrai￿￿ events wafyj by the thwity. The
use of these funds wll contrcq￿d by the L*wTty at thwr ab5dule thsc¥ebcf* suty8c* to the apwopriato apwoval by IF
2.3 DMignat*d fvnd*
Conskst of fU[￿S transf￿rad th8 unrasirktsd fvrkts accojnt LO fund and rtems of expenditur8 tl8ntifi&J
by the charity and apwoved by the main 8oaYl of Tftkstees. wh￿St not￿ ethwstve Ik4t some axamrAes are listed bdow..
- $￿Irl¢ ¢rtgrilatAe Fw¢¢ts SFKxwred by th¥nty
- additional funthng lo exte￿ sponso￿1 servhxs or prOj￿ts vth8re thwe * 8 s￿lIf811 or th8 th&rty * of the 0pM￿)N Ih&t
should run trwnd the gnd dale dar￿ed by the ftjnderfspw
- idèrrtrfied 5peafic c8pi¢al ey4*nditure e.g. le￿en1 Oir￿e eqLtipm8nt
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ore m8intalned at an 8w4ptsbl8 in cuntffjrl&)n to the m8rk8L
Soctlon 3: R••pondlng to r•8•r+•8 out•ld• th• d•*lr•d rang•
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Ihe ¢hartVs [￿k Managert￿t.
8 r958rv8s fall bebjw th8 target rang8 th8 board I￿1 urggnty F4)808 ary 8•lous lo Iha ctharfty.
The board 8150 akn to 8(ktres8 any shcdlall wthin 2 yews.
In Ilne wlth Chatlty CommL8th gukJ8nce. K free reseNes are 8bfft thts mo￿rnuM twg8t, th8 trA)8rd wll agree how Such
lund$ shouks best b8 usod lo lurtl￿r the wms of the chanty. as unne￿$Santy hc4diNJ ￿ttr fvnd5 lirnits th8 benefft5 that can
be delNered. We wll Ihen transfer reserves lo desvJnatth1 I￿)d$ aThJ 8(*MI 2 yeaTB or rt.
STRUCTURE. GOVERNANCE AND MANAGEMENT
Govemlng ￿￿￿mOnt
The charty n ccmtr&l8d by N8 go¥•Th￿r￿j a d••d of tru8t 4rk1 ct¥th"tut•S A ¢th#ritablg (Kg8Wtv)n
Icioi.
9•nIM￿onI1 •tructurn
Tho Charity is guid￿ and ov8r588n by 8n Ex￿ul1ve Comrni1188 IVIAunlary Trusleesl who m88t on o regitsr bas￿ 8ThJ
managed by 8 CEO ￿th a small 168m ol staff who run Ih trganBation 8 day to dpy b89i8.
ApyrovgJ by order oftre twl oftnthes cr...
aThJ ￿gn•d C￿ tts t•haW ty.
T Con(k)n- T

## **INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF SWANSEA MIND** 

## **Independent examiner's report to the trustees of Swansea Mind** 

I report to the charity trustees on my examination of the accounts of Swansea Mind (the Trust) for the year ended 31 March 2025. 

## **Responsibilities and basis of report** 

As the charity trustees of the Trust you are responsible for the preparation of the 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 Act and in carrying out my examination I have followed all applicable Directions given by the Charity Commission under Section 145(5)(b) of the Act. 

## **Independent examiner's statement** 

Since your charity's gross income exceeded £250,000 your examiner must be a member of a listed body. I can confirm that am qualified to undertake the examination because I am a member of the Institute of Chartered Accountants in England and Wales, which is one of the listed bodies. 

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

1. accounting records were not kept in respect of the Trust as required by Section 130 of the Act; or 2. the accounts do not accord with those records; or 

3. the accounts do 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. 


Henry Lloyd-Davies The Institute of Chartered Accountants in England and Wales 

Bevan Buckland LLP Ground Floor Cardigan House Castle Court Swansea Enterprise Park Swansea SA7 9LA 

Date: 12 January 2026 



Page 5 



SWANSEA MIND
STATEMENTOF FINANCIAL ACTivmES
FOR THE YEAR ENDED 31 MARCH 2025
2025
Totsl
2024
Total
funds
INCOME AND ENDOVIAIENTS FROII
Donatk)ns and legaci&s
54.389
CharltabL8 actlvttle•
Ch8ri18b18 8thth.es
2fJ.774
223,774
337.719
Investmènt ino
11247
11,247
10.526
Tolal
223.774
402.634
EXPENDITURE ON
Charltable actlvttlts
charits1￿8 8cttvlt￿S
3.371
242.754
246,125
284,987
NET INCOMEIIEXPENDtruRE)
Trnn•f•rs b•tw••n fvnd•
38.575
1S,463
118,9801
115,4631
17.595
117,647
N•t movemont In fund•
52.038
134.4431
17.595
117.647
RECONCILIATION OF FUNDS
Tot4 fu￿1$ brwght lorwar
263.703
614.682
497,035
TOTAL FUNDS CARRIED FORWARD
315.741
316.536
632.277
614,662

SWANSEA MIND
BALANCE SHEET
31 MARCH 2025
2025
Total
ndB
2024
Totsl
Is
thJnd8
CURRENT ASSEf8
Debtors
Cash al bank and in hand
229
635,843
36.023
581.642
319,9)7
318,538
319.536
316,536
636.072
617.665
CREDITORS
Amounts falling wilhin cTh year
13,7951
13.7951
P.9831
NET CURRENT A8SETS
315,741
316.536
632,277
614.e82
TOTAL ASSETS LESS CURR￿ UABILrrEs
31S.741
316.536
632.277
614,682
NET A8SET8
315,741
316.536
632.277
614.682
FUNDS
Ufirestncted funds
RestrKlgd furyjs
315,741
316,536
283.703
350.979
TOTAL FUND3
632,277
614,682
The finan¢i818tstement6 apwoved by ts Bowd gf Trust￿8 aTrJ thrl¥od ts r8we on .l..LSAhSW..Y..&Q
and w¥è b8hairty.
T Condo
. TnA8taa

SYIANSEA MIND
NOTES TO THE FNANCIAL STATEMENTS
FOR THE YEAR ENDED 31 IAARCH 2025
ACCOUNTING POLICIES
8asl$ of prepa￿￿0 the Ilnan¢lal ¥tatements
The finatKial 51aterrwts of Ltsity, whith ￿ a 8nity FRS 101 havo boon pr￿￿ In
aC(￿rda[￿ with the Ctsribes SORP IFRS 1021 'A(tJ)unbNJ Repyb'ro by Charibes.. Stslement of
Reixjrnrnended pract￿ appli(aA8 lo rknbgs FW8riffj tr*"r ac￿nts in aLLYxdanc8 with the Fina￿181 Reporting
Starthryj applicabk in UK R￿ubl￿ ol Irelw*l IFRS 102118ffe(*"ve 1 JanL¢ry 20191,. Financhl Reportlng
Starthrd 102 Financrdl Standard 4)pli(xL48 in th8 UK and ReWc of Irelantr and the CharitJes Act
2011. fjnandol statemeths have prvparnd uTrJerthe historical ccét convenbcfft.
Incom•
AH Ir￿cThe 15 rerA)gni8ed in lh8 Statement of FM￿rial Admles th• ch*lty has èn11d8￿n{ io thè fvnd$,any
pèrfonnw)c8 condil%)ns att¥hed to Ihe iternl8I ol IrKone have been meL It L8 that
the wll btr r8c*w•J the arrK￿nI can te
Inco￿ frcm go¥erNnwrt aTrY ￿nts. '(aOW grarts (* 'revenue' gr8ntS, 16 reco2ni68d ¥th8n the
charity h&8 entit18m8nt to Ihe fvjrnls, any ¢4Jx1th15 attaGW to Ihe grants have b98n met. h is probatle
Ihat th• iKOrn8￿￿ll bg aThl ts amount w be rWarrfJ * Mlt ￿l￿r0d.
Don8ts"ons. are recc¥Jntsed vknen thtr Tr￿1 has been in ￿lling of botr the 8riM)unt SOtt￿r￿an1 date. In tho
avenl that a éonatk)n L% to tonditknns tlwt requ¥8 a ￿ of ￿rf￿rn9nrO before Ihe Is enUU&Y to the
fvnd8. Ihe Is deferred aThY recc¥JnL8ed ￿￿1 are fijlty n*t. ￿ Ihe futfilm8nl of t￿e
condthns is w￿ty V￿1h1n Ihe rx¢ttrol cd ts thrty aThJ rt k8 thal th058 coTrJilins wll b8 fuhllled In the
T8p￿ting
Interest on funds on ¢Jepost is 4)dudod wth8n r8c**vable and the orn¢xJrt LW t* W￿Sur8d MILqtty by th$
rity.. Ihis is Tryrnaty up)n Th)lrfkalth oflh• int8f•St payab￿ by lh& bart(
Expend￿
Liabilit￿S 8r8 r8ccqnly•J a¥ oXP8TrJth as thwe c£¥NnittiThJ the charity
to Ihat expendltuts. it os wtsbab￿ thal 8 trawth cl be requlrth1 in *tlemvnt aryj lh• arrojnt
olthe obllgathj) can be m6asufed
Expenditure is accounted fcrf cffj ￿ acc1￿ ba*s. All irthlry WPF#xI o)sts Enj govemance o)sts ar
albxated ￿ arwuc￿8o to the a[￿table h*JlThJ&
IrrKov•raW¢ VAT
IrrecL)verable VAT L8 • *Mtthè txpothr• for * was n)md.
FInan¢1￿ In•lrumvn
The chanty onty has fir￿￿181 8$8ets a￿1 finarKa81 a kmd that qualty as ba￿¢ finan(aal i￿trUMents. Basic
finawal instrurn8nts are 1nrtkqI￿ re£o3ri8ed at IwSaCtK￿ vakJ6 aThJ subsaquanly rrna5urgd at their 8effiem8nt
value wlth the eXc•p1K￿ of bank k)sns whth are wtrAwuenty m0asw￿l al 8moiThs&J eost uwrrfJ Ihe effective
Interest trnth￿.
tntsr•st re¢•￿8b
Inte￿$t ￿ funds h8*J on d8FQ*t 15 I￿udad %then receNatA6 aThJ the bg [r￿aSure0 remaw ty the
¢haftty". Ihts nolffL￿ oltr* p* rA iry Ihe b&*.
T•xatlon
Th8 charity15 exgrnptlrom lax ts L*antst4e
Fund accountlng
ufjr8str￿t&j frjrnls are avaiatde use at Ihe ol the Tnjstees in lthnce of th8 gar￿1 obpthves of
th8 charity aThJ whth have not been desgiatsd fr* any oth8r PLWPLWS.
P8ricKk.
Re5lri￿ed lunds 8r8 thjnds k) reslridKM imFKwJ by dcfftus ￿ whth have been raised by th•
charty for pthlar The and use r* restrld*l fu￿1 ks $8t Lwt in to the finan¢k81
statements.
P￿8
ojntinugd...

SWANSEA AIIND
NOTES TOTHE FINANCL4L STATEMEpifs. ¢ontlnu8d
FOR THE YEAR ENDED 31 MARCH 2025
ACCOUIU14G POUCIES. Continued
P•nslon coats and oth¢r po8t4etirtment benefits
The chanty owrates a defirth contrbJtk)n sCkn￿￿. Cthrt*kn p#yth to the (knarws scheTr
are c• to Ihe Staten￿t of FrwKial w) th# to reLqte.
Debtor8
a￿ valued at the amwnt prepatiJ net (rfany tr* due.
Calh at bank •nd in hand
ash 8t bank armj cash In hand tsthd85 ca¥h sh¢yl term hwty Inv8strn8nts ￿ a m8turfty of three
months cf Iw Ihe ¢Jate Ofwsl￿n c¥ ep8w*J ofts depc6* of ￿m￿ar 8crcMJnt
Credltors and provl•lon8
Creditors and provtsths are r￿￿ed where the dwity has a present ¢)bbgats'on r85Lth¥ from a past event that
will resLAt In Ihe tr?￿r Lrf fwd5 b) a IhKd party a￿1 the anvJJnt du? kn 89tUo tho c*)1￿￿On can
measured 8th'rrk8knJ r8l￿bty. Crethcn 8ThJ are retojrl￿d 8t Iher 8ettl&mw* ￿nt alttr
albwing lor ary trad8 discwnts due.
INVESTMENT INCOME
2024
11,247
10,528
TRUSTEES. REMUNERATION AND BeNEFITS
31 ma￿ 2024.
Tru•t•e•' ex￿￿
Th8rv w8r8 nts tr￿lee$, 8xpenge8 I￿1h8 j*r￿ded 31 2025 31 March 2024.
STAFF C08T3
The Bvera98 rTrJnlhty cl•nWty8ts duty the yew was as ftho..
2025
2024
M8rwm8nl
Administrawon
Pr4ertwcrfker
10
£￿tinue¢...

SWANSEA IAWD
NOTES TOThE FINANCIAL STATEMEi¥fs. ¢ontlnuBd
FOR THE YEAR E14DED 31 MARCH 2025
COMPARATIVES FOR THE STATEMENT OF FMNCIALACTIVMES
un￿SlI￿*
Total
fvnds
hJnd8
INCOME AND ENDOWMENTS FROM
Donations and legaaes
54,389
Charftabl• xti¥itl¢•
charits￿ a¢lNities
337.719
337,719
10.526
10,526
Total
64.915
337,719
402,634
EXPENDMIRE ON
Charltabl¢ a¢tfvitl••
Charilablè &tNit
26.193
284,987
NET INCOME
78,925
(T6,7￿1)
117,647
Trnn81•rs beiw••n funds
76.750
N•t mov•m•nt In fub)d•
115.4T2
2.175
117,647
RECONCILiATION OF FUNOS
Tc*al funds brw foTrv8rd
148.r41
348.804
497.035
TOTAL FUNDS CARRED FORWARD
283.703
614.682
DEBTORS: Amoupifs FALUNG DUE w￿mIN ONE YEAR
2025
2024
Pr8payTh8nts *)d Inttffj
36,023
cRED￿OR5.. AMOUPff5 FALUNG DUE bYtTHW ONE YEAR
)25
2024
Ot￿r ￿e￿￿Or$
22
2,961
3.795
2.983
Page 10
£￿tinUed...

SWANSEA MIND
NOTES TO THE FINANCIAL STATEIAENT5.conlknuBd
FCXI THE YEAR ENDED 31 MARCH 2025
MOVEMENT IN FUNDS
At
31.325
At 1.4.24
in hjnds
lund$
Unre•M¢teil funds
Gener* Fun¢J
ConliThJency Fund
Projact Continuat*)n Fw)d
Oesvjnated FLJnd
123,703
38,575
144,5371
195.(KX)I
145,0(Kll
200,0
115.741
45.C
283,703
36.S75
15.463
315,741
R8strICt￿ funds
Mind
Counselliro S8r¥
Cora R￿r[cl•d FuThJ
B&Q Foundakn'on
Shared Prosperity
Swansea Univer8ity
30.762
36.254
267,188
3,250
13.525
115.2991
14.0451
115.4631
267,188
2,*3
12871
113,$251
14.176
14.176
380.979
118,9801
115.4831
316,536
TOTAL FUNDS
614.682
17,595
632,277
Ir￿1)nIng
Rès(wJrc89 Movemènt
xperKl•d
In fu￿$9
Unr•8trfet•d fundB
General Fund
39,946
13.3711
36.575
R••trld•d lund8
Swansea Bay Un￿$r￿ Hèath P•)3rd
Mind
Augtln Bailey Grant
C￿nSel1[ng S8MC*S
Mantal Heallh SeNts knwobwrrwnt Fu
B&Q Foundat￿
Shared Prosperity
Swansea UnNersty
88.708
188.7081
144.5761
11,8331
14,0451
151,4891
12871
145.9751
15.8411
115,2991
14,04SI
51.4B9
12871
113,5251
14,176
20.017
223,774
1242,7541
118,9801
TOTAL FUNDS
263,720
1246.1251
17,595
Page 11
o)nfjnued...

SWANSEA MIND
NOTES TOTHE FINANCIAL STATEMENTS. C￿￿m
FOR THE YEAR ENDED 31 PIARCH 2025
MOVEMENT IN FUNDS. continued
Comparknes for movement In Ithmts
Net
Tr8nsfas
At
31.3.24
At 1.423
fLmds
Unrestricted funds
Ge￿ra1 Fund
ContirvJency Fund
Prwt C£￿ti[S￿at￿ F￿
.231
38.722
76.75)
123.703
95.000
45,000
148.231
76,750
263.703
R••trl¢t•d fund•
Swansea 88y UnNeryty He4th Bcwd
Mind
coun8elk.ry
N8ts'onal Lottery CYP
LbJyd8 F￿jnd8t￿n
Cora Re*rKI￿1 Fund
Mentsl He8th S8Nca IMpro¥wr￿1
B&Q Founda
Shar8d Prosparty
49.(KKJ
2.456
14.1561
125.(th1
I49.OC￿l
136,850
17.0
30.762
23.410
25,000
27,250
)8.188
{52,2501
59.0(N)
(10,(￿￿)
267,188
10,LXK)
3,250
13,525
18.375
14,8SOI
348.804
78,925
(76.7XII
39).979
TOTAL FVNDS
497.035
117.647
614,682
exp8nd8d
in frJnd$
Unre8trlct•d fund•
G8r¢r4 Fund
84.915
126,1931
38,722
R•strlcted l￿d*
Swansea Bay UnN8rsty Ho9th B¢•d
Mind
Auslin Bailey Grant
c￿n$¢I11n9 S8rwco8
N8tk)nal Lottery CYP
LIWS FourKYalH)n
M8nlal Health SeNSc¢ FuThJ
B&Q Foundation
Sharod PrLwrity
85,297
131,072
2.7x1
138.2971
1128,0161
12,7501
14,1561
125.lJ)01
49,000
2,456
14,1561
125.0001
25.(
10,000
3.250
18,375
53,650
143.6501
14,2501
114.0751
337,719
1258.7941
78,925
TOTAL FUNDS
402,834
1284,9871
117.647
PaJ6 12
conlnued...

SWANSEA MIND
140TES TO THE FINANCIAL STATEMENTS.¢ontlnwl
FOR THE YEAR EIIDED 31 MARCH 2025
MOVEMENT IN FUNDS. ¢on¢lnu
A curr￿& year 12 rTh)nths and 12 monts corthn&J as tDknvs.'
At 1.423
in fitr*Js
31.3.25
Unr•Btrlrtgd lund¥
General Fund
Contlngentry Fund
Project Con￿nUa￿"C￿ F￿>S
De8Enated Fund
8.231
95,OCQ
45.lJOO
75297
32.213
195.0001
{45.0001
115,741
200,000
148231
75,297
92213
315,741
R8Strfctsd funds
Swans88 8ay Univer8ty He&tth 8wd
149,(KN)I
152.1131
17.Ct(I
64,956
23.410
25.(XYJ
27,29)
208.1&8
112.8431
182011
125.IM)O
2S.LKX)
Counsd*YJ Swle
Nath)nal Lottery CYP
Lbyds FiJJrKlalion
Core Resfficted Fund
M¢Thtal H88lth Sarvi￿ FwA1
B&Q Foundation
Shared Prc6perity
Swansea Unfvorsty
32,209
152,2XII
59.¢
110,(XX)I
267,188
10,(
2,963
14,8XII
14,178
14.178
348,804
59,945
1922131
3f6,$36
TOTAL FUNDS
497,035
135242
632,277
A cuwent yew 12 nKrth8 8nd fv yaar 12 rrrtth8 c•n*lrthJ In fvnd8. knduded in Ihe Ob0￿ or•
folknw5.'
•XFer*J8d
in fiJnd8
UnTrstrlctod lund•
General Fund
104.861
129.5641
75297
R•8trlded lund•
Swar￿ea Bay Unfvwsty Wh Bowd
Miné
Austin Bailey Grnnt
Counsdlng SeMce8
N8tK)nol Lollery CYP
Foundation
Mental Hoallh SeNke Inyov•m•nt Fthwj
8&Q F￿dalK)n
Shared Prosperity
174.005
1fl),349
1125.Tr)51
1173,1921
14,$831
18,2011
125,(X)01
49,000
112,8431
18,2011
125,OQ)01
25,0
10.0(M)
2,963
4.850
14.176
25,IX#J
105.139
195,1391
14.5371
IPJ).0501
15,8411
20.017
561,493
1501.5481
59,94S
TOTAL FUNDS
1531.1121
135,242
Purpos• ol rn8tri¢t•d funth
Swansoa Bay University Heath Bcwd. To uw1 tmisK¥) 3upF¥yi 6eTri(ts
M￿- To ￿ used tr ￿tainabl￿ty •xl gruwth
P•J8 13
ntinued...

SWANSEA MIND
NOTES TO ThE HNANCIAL STATEAIENTS. ¢on1kn￿￿
FOR THE YEAR ENDED 31 thIARCH 2025
MOVEMENTIN FUNDS-cortinued
Austln B8ley Grant. To ba u6e(I forth1nk￿l8IK
NetiMal ￿ Commuth FuThJ. To b• u*J ts Ihe Y￿r￿ wcye(a
Doslgnatod ro5orv•. con￿n99nCY
The ¢hW aims to W th￿ fuTrJ ￿ to £95.(￿) over th8 fvw years. the 8v8nl of th& dwrity b8in9 WOU￿ up
IhB lund cover six rr#)nth5 Cm CP8rating cc6ts Ihe c*)5ure ofth8 tharity.
Core Re•trl¢tsd Fund
The tnjstees prevk)usty carrled c*Jt a revbw ol ftjrth Ixjlt up by the charty ¢JK4dod that whero funding had bo8n
T￿Ved for cor• costs Ih&8 sh(yJbJ ￿ Ireal•J as reslricted unll sperd.
RELATED PARTY DISCLOSURES
There ￿re no r8labJ pa￿tr￿[*C￿$ entsj 31 2025.
Pago 14

SYIANSEA MIND
FOR THE YEAR ENDED 31 MARCH 2025
25
2024
INCOME AND ENDOWMEIITS
Donatlons and l¢gad•s
Dmat￿S
28.699
54,389
In¥•8tm•nt Incomo
Deposrt acwunt inter8St
11,247
10.526
Charltabh actlvlb••
Grants
223.774
337,719
Total In￿mIng r••our¢
263.720
402,634
EXPENDITURE
Ch•rttabkn actlvltl••
Wage5
165,240
27.444
197.103
24.056
289
5,290
1.903
4.278
6.103
916
3CK)
2,787
9,964
1,236
10.645
6,163
7,237
2,321
Rale$ and water
Insuranc
L￿￿ art hgat
Tdephone
Admin, postage & 8tatKffj8ry
Advertlslng
Sundr*s
Clynpuler UF
centreldr0￿n
Trav81 expen8e8
Training aThY o)nferenc48
Ronl
Bullth'rrfJ maint8n8n¢o
Coun8elling
Grow wld expendrtur
Consuttancy
Affi118￿ON ec6ts
Subscnp*'¢y
5.978
4,051
3,816
7.413
9.267
1.449
2,351
1.582
I,S35
750
700
145
242,093
281,291
Support costs
Governance costs
Acc￿1n13￿Y ￿9￿1 fe•#
4.032
Total r6s(xJr(xs eXpe￿Ied
246,1
284,987
N•t Incomo
17.595
117,847
Page 15

SWANSEA MIIIO
31 h48rch 2025.
r•]Luwb*nts of Chth *Lt2011 llhe Art
Indwndent•Xamlno￿¥ 8tat•m•nt
am q￿lIfied to w(J8rt8ke th8 ex*Malm 8 rnnber cllhe ol Chwtefftl in ETrJ¢and 8nd
wa￿$, i8 C￿ cl ts Ustsd
Henry Lbyd.Da¥l8B
8tron LLP
Gr(KJnd Fknr CArthwi
Casue Court
Swansea
S47 9LA
D8ttr. 1? ￿28