REGISTERED CHARITY NUMBER: 1185246
Re ort of the Trustees and
Unaudited Financial Statements
for the Year Ended 30th Se tember 2025
The Jac lewis Foundation
Ashmole & Co
Chartered Certified Accountants
Castle House
High Street
Ammanford
Carmarthenshire
SA18 2NB

The Jac Lewis Foundation
Contents of the Financial Statements
for the Year Ended 30th Se
tember 2025
Page
Report of the Trustees
Independent Examiner's Report
Statement of Financial Activities
Balance Sheet
io
Cash Flow Statement
li
Notes to the Cash Flow Statement
12
Notes to the Financial Statements
13 to 25
Detailed Statement of Financial Artivities
26 to 27

The Jac Lewis Foundation
Re
ort of the Trustees
for the Year Ended 30th Se
tember 2025
The trustees present their report with the financial statements of the charity for the year ended
30th September 2025. The trustees have adopted the provisions of Accounting and Reporting by Charities=
Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the
Finarhcial Reporting Standard applicable in the UK and Republic of Ireland IFRS 1021 (effective l January 20191.
Chairmans Report
The charity has seen another year of significant growth, both in the reach of our Services and in the
partnerships supporting our work.
During the year we continued to extend our support across Wales.
On World Suicide Prevention Day, 10 September 2025. we were proud to launch a new mental health hub
inside C3rdiff's Principality Stadium in partnership with The Royal Foundation of The Prince and Princess of
Wales and the Welsh Rugby Union
a pioneering space providing professional wellbeing and
suicide-prevention support to people acr055 Wales.
We were a150 delighted to be announced a5 the Official Charity Partner of Swansea City Football Club for the
2025126 season. building on the mental health hub we have run at the swansea.com Stadium since 2021.
At the year end we had identified a need to expand into dedicated premise5 in Swansea.
Since the year end this has been achieved with the lease of a building on St Helens Road, Swanse3. which now
Serves as the charity's registered Offi￿ and a base for our growing Swansea operations.
To date, we have accepted referrals of 4,915 of which 2,181 have been in the SA18 postcode.
Our home in Saron church ha5 seen us run 40 one-to-one sessions every week including play therapy for
childreri. There are also art5 and crafts and grief groups.
The main reason for referrals is currently anxiety121%1 bereavemerbt120%1, trauma 117%) depression 126%)
and other116%1.
We continue to try and help the young people, 54% of our referrals are in the 11 to 35 age categories.
We are currently a team of 48, made up from 10 staff members. 16 students and 22 outsourced counsellors.
We continue to work hard behind the scenes with Ammanford AFC and Dwr Cymru to get the water and
sewage line into our home on the recreation ground in Ammanford to be fully operational.
Whoweare
The Jac Lewis Foundation 15 a foundation set up to relieve the mental and physical sickness of persons by the
provision of counselling and support. The aim of the charity is to improve mental health and raise awareness of
mental health in the local community.
Page I

The Jac Lewis Foundation
Re
ort of the Trustees
for the Year Ended 30th Se
ember 2025
The Ammanford cornmunity was rocked by the sudden death of Jac and through that grief cème a
determination to try and prevent as much as possible losing another member of the community through
suicide.
The community drive and passion allowed the foundation to become a reality.
Set up to provide easy access to free professional counselling at the heart of the community for any age and
any issue, the drive and commitment of the local Amrnanford community. supported by Ammanford Football
Club, continues to be outstanding and has enabled the foundation to grow into a service that is now providing
counselling and support throughout Wales to children and 3dultS that othenvise would be unable to acce55
counselling and 5UPPOrt.
The foundation aims to:
Provide a preventative wellbeing and mental health setv1￿ to the community of Ammanford and
surrounding areas managed by professionally qualified coun5ellors and wellbeing advisors.
Reduce the stigma of mental health and develop a culture within the community where it is okay to talk
about mental health.
- Train up members of the community to become wellbeing mentors to support other members going through
difficult times.
Decrease mental health difFiculties and increase the wellbeing and resilience of the community.
Page 2

The Jac Lewis Foundation
Re ort of the Trustees
for the Year Ended 30th Se
tember 2025
OBJECTIVES AND ACTIVITIES
Objectives and aim5
To promote any charitable purposes for the benefit of the community in the Ammanford and surrounding
areas, to relieve the mental and physical sickness of person5 resident in Wales by the provision of counselling
and sUPPOrt for such persons.
Our Projects 2024 to 2025
JLF Project
The project is at the heart of the charity. The JLF project uses unrestricted fund5 to provide counselling to the
SA18 postcode. The project IS there to look after the local community. The JLF project is run on donations f rom
the local community and is our core objertive.
NHS Project
The NHS project is there to fund referrals from the Amman Tawe cluster of GP surgeries. The GP surgeries can
now refer directly into the foundation for the patients to receive the help that they require. The waiting times
in the foundation range from instant to 4-6 week- prior to the GP project. patients could have been waiting
vears. This project has been successful to date and ha5 now been renewed. At the date of writing this report,
over 500 people have been helped through the NHS projett.
Principality Stadium Mental Health Hub. Cardiff
During the year the foundation established a new mental health hub inside the Principality Stadium in Cardiff,
in partnership with The Royal Foundation of The Prince and Prillcess of Wales and the Welsh Rugby Union.
Launched on World Suicide Prevention Day110 September 20251. the hub provides professional wellbeing and
suicide-prevention support to people across Wales who may be at risk. The project is SUPPOrted by a restricted
grant of £75,000 from The Royal Foundation.
Swansea City Football Mental Health Hub
The foundation provides residents of Swansea with the opportunity to walk into a weekly 'One Stop mental
health hub. held every Friday 10am-3pm at the swansea.com stadium.
West Glamorgan Counselling Services
The foundation provides a West Glamorgan Counselling Service for Residents living in Swar*se3 and Neath Port
Talbot that are or have been suicidal and do not have any support in place. West Glamorgan funding is used to
run the mental health hub of the Swansea City Football staditjm every Friday. The hub is a one stop shop of
many organisations to support the community.The project is funded by West Glamorgan Partnership Fund
Youth Service Project
The Jac Lewis Foundation is currently developing a youth arm to the foundation to provide a youth service for
the increasing amount of young people that are being referred into the service for support.
Volunteers and donated service5
We train new counsellors by offering to sign off any Supervision hours they accumulate while working in
partnership with the ILF. A5 trair¢ing counsellor5, several hour5 have to be supervised in order to pass the
qualification. We are proud to support the next generation of counsellors.
Page 3

The Jac Lewis Foundation
Re
ort of the Trustees
for the Year Ended 30th Se
tember 2025
The foundation is grateful to all the hard work. donated time and materials Eifted to progress the Wellbeing
centre, which is being leased from Ammanford AFC. Currently the centre is functional, bar the water and
Sewerage line being connected. There are ongoing works with Dwr Cymru and our trustees in the construction
sector aim to have this completed as soon as possible.
While the wellbeing centre is at the heart of the foundation. we are privileged to be able to use a further six
locations to deliver counselling services, ranging from office space to the play-therapy space in Saron church,
which comes equipped with a tree seat for outdoor counselling.
Funders
We are incredibly grateful to all our funders for their continuing support.
Public benefit
The trustee5 have complied with their duty in relation to section 17151 of the 2011 Charities Act to have due
regard to guidance published by the Charity Commission in ￿latIon to public benefit when reviewing our aims
and objectives and planning future activities. In particular. the trustees consider how planned activities will
contribute to the airns and objertive5 they have set.
FINANCIAL REVIEW
Financial p051tion
Our total income has increased to £681,542 12024 - £618,302), which includes £10,200 of donated volunteer
student counsellor time. Our main source of funding h35 changed from local donations and one-offs to funding
from the NHS, totalling £75.000 12024 £100.0001 and West Glamorgan Regional Partnership totalling
£132,72412024 - £132,724), the year saw significant new grant income. including a restricted grant of £75,000
from the Royal Foundation of The Prince and Princess of Wales towards the Principality Stadium hub, and
£18,000 from the National Lottery Community Fund.
By the end of the year, we had reported a deificit of £5.117 compared to a surplu5 of £81,873 in 2024.
At 30th September 2025. we had total net assets of £112.034 12024- E117,21113nd £122,728 12024..
£103,942) held as cash in the bank and in hand.
Reserves policy
The reserves policy addresses the difficulty of securing unrestricted funds in the current clirnate and over the
coming vear we will aim to keep sufficient reserves to cover 3 months of fixed cost5. approximately £lOO,000,
based on projected expenditure for 202512026. The reserve5 are maintained to cover unplanned expenditure
and/or shortfall in projected income.
The reserve policy is reviewed quarterly by the finance team. Due to significant growth in operations both
within the year and since the end of the year. the reserves police will continuously be updated.
At the end of the financial year ended 30 September 2025 unrestricted funds were £112,034, meaning there
was a surplus against target of around £12,000.
Page 4

The Jac Lewis Foundation
Re
ort of the Trustees
for the Year Ended 30th Se tember 2025
FINANCIAL REVIEW
Going concern
The tFU5tees have assessed the going concern of the charity using up to date management accounts and cash
flow projections znd are Satisfied that the going concern risk is minimised and managed.
FUTURE PLANS
The trustees are committed to growing the charity sustainably over the coming years. The need for acce55ible
mental health sUPPOrt across the local area and the wider Wales region remains high.
Building on our nation31 partnerships
including the Principality Stadium hub and our role as a founding
partner of the National Suicide Prevention Network
the trustees aim to extend the reach of our
bereavement-through-suicide service across Wale5. embed our new Swansea premises. and develop our youth
services further.
Drawing on the expertise within the charity, the trustees are confident of securing further funding and
continuing to grow.
STRucfuRE. GOVERNANCE AND MANAGEMENT
Governing document
The charity is controlled by its governing document. a deed of trust and constitutes an unincorporated charity.
The Jac Lewis foundation is a registered charity and is governed by a constitution adopted on the 10th
September 2019. The charity is controlled by its governing document. a deed of trust and constitutes a
Charitable Incorporated Organi5ation.
Recruitment and appointment of new trustees
The recruitmerit and appointment of trustees will be discussed and approved in 3 trustees meeting. Trustees
are selected according to the needs of the board. Current trustees are members of the local sporting teams or
brought in for their expertise in areas of work from building to financial. A trustee may hold office without
re-election indefinitely.
Organisational structure
The board of Trustees appoints the staff of the organi5ation and oversees the operation of the organisation.
The charity's staff team has continued to glow during the year in response to increased counselling activity and
the need to service larger grants. The average number of employees during the year rose to 1212024.. 81, and
the team has contirbued to expand since the year end.
Remuneration 15 Set Bt board level in the trustees, meetings. The job profile and advertisement are agreed. and
responsibility for recruiting new staff is delegated to a member of the board.
Page 5

The Jac Lewis Foundation
Re
ort of the Trustees
for the Year Ended 30th Se
tember 2025
STRUCTURE. GOVERNANCE AND MANAGEMENT
Induction and training of new trustees
New trustees, prior to appointment, will be provided the current version of the constitution and a copy of the
latest accounts and trustees report. Trustees appointed with reference to specific responsibilities are provided
with details of their specific role and all trustees have access to the regularly updated guidance via the Charity
Commission web51te. Existing trustees also offer support and training where needed.
Related parties
During the year the Trustees held events to raise money for the charity. made donations to the charity and
donated their services to the charity.
Risk management
The trustees have a duty to identify and review the risks to which the charity is exposed and to ensure
appropriate controls are in place to provide reasonable assurance against fraud arid error.
The trustees have carried out a review of the major risks to the organisation and believer that the level of
reserves held is sufficient to cover adverse conditions that the organi5ation may face. The foundation has in
place financial, personnel and health and safety controls to limit the likelihood and impact of risks. All events
and activities are risk assessed prior to commencement. Disclosure and Barring Service IDBSI checks are
carried out on all appropriate staff and volunteer roles. The Board of Trustees actively monitor the financial
position.
REFERENCE AND ADMINISTRATIVE DETAIiS
Registered Charity number
1185246
Principal address
Jac Lewis Foundation
148 St Helen5 Road
Swansea
West Glamorgan
SAI 4DF
Trustees
R Jones
O H Jones
S Willi3ms
I W Morgan
D J Roach
MARees
Cwilliams
J V Lewis
R S Thom35
S D Davies
S l Locke
Page 6

The Jac Lewis Foundation
Re
ort of the Trustees
for the Year Ended 30th Se
tember 2025
REFERENCE AND ADMINISTRATIVE DETAILS
Independent Examiner
A5hmole & Co
Chartered Certified Accountants
Castle House
High Street
Ammanford
Carmarthenshire
SA18 2NB
Approved by order of the board of trustees on .
and signed on its behalf by..
M A Rees- Trustee
Page 7

Inde
ndent Examiner's Re
rt to the Trustees of
Thejac Lewis Foundation
Independent examiner's report to the trustees of The Jac Lewis Foundation
I report to the charity trustees on my examination of the accounts of The Jac Lewis Foundation (the Trust) for
the year ended 30th September 2025.
Responsibilities and basi5 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 20111'the Act'l.
I report in respect of my examination of the Trust's accounts carried out under Sertion 145 of the Act and in
carrying Out my examination I have followed all applicable Directions given by the Charity Commission under
Section 14515llbl of the Act.
Independent examiner's statement
Since your charity's gross income exceeded £250,000 your examiner must be 3 member of a listed body. I can
confirm that l am qualified to undertake the examination because l am a member of the Association of
Chartered Certified Accountants, which is one of the listed bodies.
I have completed my examination. I confirm that no material matter5 have come to my attention in connection
with the examination giving me cause to believe that in any material respect=
accounting records were not kept in respect of the Trust as required by Section 130 of the Act- or
the accounts do not accord with those records- or
the accounts do not comply with the applicable requirement5 concerning the form and content of
accounts set out in the Charities IAccounts 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 concerr)s and have come across no other matters in conr)ection 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.
Laura Crad
oc
FCCAI
A5hmole & Co
Chartered Certified Accountants
Castle House
High Street
Ammanford
Carmarthenshire
SA18 2N8
Date=
Page 8

The Jac Lewis Foundation
Statement of Financial Activities
for the Year Ended 30th Se
tember 2025
30.9.25
Total
funds
30.9.24
Total
funds
Unrestricted
fund
Restricted
funds
Note5
INCOME AND ENDOWMENTS FROM
Donations and legacies
145.457
145.457
132.004
Charitable activities
Charitable activities
367.591
166,594
534,185
486.256
Other trading activities
Investment income
17
1.883
17
1,883
42
Total
514,948
166.594
681,542
618,302
EXPENDITURE ON
Charitable activities
Charitable activities
520,125
166.594
686,719
536,429
NET INCOMEIIEXPENDITUREI
15.1771
15.1771
81.873
RECONCILIATION OF FUNDS
Total funds brought forward
117.211
117,211
35,338
TOTAL FUNDS CARRIED FORWARD
112.034
112,034
117,211
The notes form part of these financial statements
Page 9

The Jac LewTS Foundation
Balance Sheet
30th Se
tember 2025
30.9.25
Total
funds
30.9.24
Total
funds
Unrestricted
fund
Restrirted
funds
Notes
FIXED ASSETS
Tangible assets
13
5,800
5,800
4.732
CURRENT ASSETS
Debtor5
Cash at bank
14
11.344
122.728
11,344
122.728
50,365
103,942
134.072
134.072
154.307
CREDITORS
Amounts falling due within one year
15
127,8381
127.8381
{41,8281
NET CURRENT ASSETS
106,234
106,234
112.479
TOTAL ASSETS LESS CURRENT LIABIUTIES
112.034
112.034
117,211
NET ASSETS
112.034
112,034
117,211
FUNDS
Unrestricted funds
16
112,034
117.211
TOTAL FUNDS
112,034
117,211
The financial statements were approved by the Board of Trustees and authorised for issue on
. and were signed on its behalf by=
M A Rees- Trustee
The notes form part of these financial statements
Page 10

The Jac Lewis Foundation
Cash Flow Statement
for the Year Ended 30th Se
tember 2025
30.9.25
30.9.24
Notes
Cash flows from operating activities
Cash generated from operations
20,163
47.972
Net cash provided by operating activities
20,163
47,972
Cash flows from investing artivities
Purchase of tangible fixed assets
Interest received
13.2601
1.883
12.4941
Net cash used in investing activities
11.3771
12,4941
Change in cash and cash equivalents in
the reporting period
Cash and cash equivalents at the
beginning of the reporting period
18,786
45.478
103,942
58,464
Cash and cash equivalents at the end of
the reporting period
122.728
103.942
The notes form part of these financial statements
Page 11

The Jac Lewis Foundation
Notes to the Cash Flow Statement
for the Year Ended 30th Se
ember 2025
RECONCILIATION OF NET IEXPENDITURE)IINCOME TO NET CASH FLOW FROM OPERATING ACTIVITIES
30.9.25
30.9.24
Net lexpenditure}lincome for the reporting period las per the
Statement of Financial Artivities)
Adjustments for=
Depreciation charges
Interest received
Decreasellincreasel in debtors
IDecreasellincrease in creditors
15.1771
81,873
2,192
11.8831
39,021
113.9901
1,717
150,3651
14.747
Net cash provided by operations
20.163
47,972
ANALYSIS OF CHANGES IN NET FUNDS
At 1.10.24
Cash flow
At 30.9.25
Net cash
Cash at bank
103,942
18,786
122.728
103,942
18,786
122,728
Total
103.942
18,786
122,728
The notes form part of these financial statements
Page 12

The Jac Lewis Foundation
Notes to the Financial Statements
for the Year Ended 30th Se
tember 2025
ACCOUNTING POLICIES
Basis of preparing the financial statements
The financial statements of the charity, which is a public benefit entity under FRS 102, have been
prepared in accordance with the Charities SORP IFRS 1021 'Accounting and Reporting by Charities..
Staternent of Recommended Practice applicable to charities preparing their account5 in accordance
with the Financial Reporting Standard applicable in the UK and Republic of Ireland IFRS 1021 leffective I
January 20191,, Financial Reporting Standard 102 'The Financial Reporting Standard 3pplicable in the UK
and Republic of Ireland, and the Charities Act 2011. The financial statements have been prepBred under
the historical cost convention.
Income
All income is recognised in the Statement of Financial Activities once the charity has entitlement to the
fur)ds, it is probable that the income will be received and the amount can be measured reliably.
Expenditure
abilities are recognised as expenditure as soon as there is a legal or constructive obligation committing
the charity to that expenditure, it is probable that a transfer of economic benefits will be required in
settlement and the amount of the obligation can be measured reliably. Expenditure is accounted for on
an accruals basi5 and has been classified under headinEs that aggregate all cost related to the category.
Where costs cannot be directly attributed to particular headings they have been allocated to activitie5
on a basis consistent with the use of resources.
Tangible fixed assets
Depreciatlon 15 provided at the following annual rates in order to write off each asset over its estimated
useful life.
Plant and machinery
Computer equipment
25% on cost
25% on cost
Taxation
The charity is exempt from tax on its charitable activities.
Fund accounting
Unrestricted fund5 can be used in accordance with the charitable objectives at the discretion of the
trustees.
Restricted funds can only be used for particular restricted purposes within the objects of the charity.
Restrictlons arise when specified by the donor or when funds are iaised for particular restricted
purposes.
Further explanation of the nature and purpose of each fund is included in the notes to the financial
statements.
Page 13
continued...

The Jac Lewis Foundation
Notes to the Financial Statements- continued
for the Year Ended 30th Se
tember 2025
ACCOUNTING POLICIES- continued
Pension costs and other post-retirement benefits
The charity operates a defined contribution pension scheme. Contribution5 payable to the charity's
pension scheme are charged to the Statement of Financial Activities in the period to which they relate.
Volunteer time
The donated time by volunteer student coun5ellors is an integral resource in delivery of the charity's
services and has been quantified based upon e5tirnated total volunteer hours and based upon the
assessed market rate of the counselling services provided.
Donated Services or facilities
Such amounts are recognised as incoming ￿sOUrceS and resources expended when the benefit to the
charity can be reasonably quantified or measured and is considered material to the charity.
DONATIONS AND LEGACIES
30.9.25
30.9.24
Donations
Donated Services and facilities
70,507
74.950
57,054
74,950
145,457
132,004
OTHER TRADING ACTIVITIES
30.9.25
30.9.24
Merchandise
17
42
INVESTMENT INCOME
30.9.25
30.9.24
Deposit account interest
1,883
Page 14
continued...

The Jac Lewis Foundation
Notes to the Financial Statements- continued
for the Year Ended 30th Se tember 2025
INCOME FROM CHARITABLE AcfiviTIES
30.9.25
Charitable
activities
30.9.24
Total
activities
Grants
NHS
West Glamorgan
Carmarthenshire County Council
All Wales BTS
Helen Foster
Soci31 C3re Wale5
Fire & Rescue service
Cyfle Building services
166.594
75,000
132.724
15,000
133,367
115,390
loo,000
132,724
76,000
56.542
2,100
3,500
4.000
7,500
534,185
486,256
Grants received, included in the above. are as follows=
30.9.25
30.9.24
The National Lottery Community Fund
Penderi LCC Grant Scheme
Austin Bailev
The P05tcode Community
Co-op Local Community fund
Bay LCC Wellbeing Grant Scheme
City LCC Grant Scheme
Swansesa Council FOHSCWB Grant
The Sustainable Communities Fund
Police and Crime Commissioner for Dyfed Powys
Charities Trust
The Royal Foundation
18,000
20,000
23,000
2,796
11,149
24,900
3.000
33.455
20,000
90
11,149
24.900
12,545
75,000
166,594
115,390
Page 15
continued...

The Jac Lewis Foundation
Notes to the Financial Statements- continued
for the Year Ended 30th Se
tember 2025
CHARITABLE ACTIVITIES COSTS
Direct
Costs Isee
note 71
Support
costs (see
note 81
Totals
Charitsble 3ctivitÉes
544,553
142,166
686,719
DIRECT COSTS OF CfrIARITABLE ACTIVITIES
30.9.25
30.9.24
Staff costs
Counselling Services
Merchandise
Non counselling direct costs
Fundraising event costs
377,840
148,681
10,640
4,138
3,254
255,884
147.176
4,992
544,553
408,052
SUPPORT COSTS
Governance
costs
Management
Finance
Totals
Charitable activities
132,185
244
9,737
142,166
Support Costs. included in the above. are as follow5:
Management
30.9.25
Charitable
activities
30.9.24
Total
activities
Insurance
Light and heat
Telephone
Postage and stationery
Advertising
Sundries
IT Software and consumables
Rent
998
4,906
4.835
1,535
3.722
1,306
11,317
80,820
1,014
3,606
6,014
1,025
1,322
1,481
6,293
81,850
Carried forward
109,439
102.605
Page 16
continued...

The Jac Lewis Foundation
Notes to the Financial Statements- continued
for the Year Ended 30th Se
ember 2025
SUPPORT COSTS- continued
Management- continued
30.9.25
Charitable
activities
30.9.24
Total
activities
Brought forward
Repairs and maintenance
Staff Training
Subscriptions
Travel
Bookkeeping
Professional fees
Ur)iform costs
Depreciation of tangible and heritage
assets
109.439
945
2,719
1,077
3,367
4,750
6,630
1,066
102.605
1,962
6.400
685
3.653
4,750
11
2,192
1.717
132.185
121.772
Finance
30.9.25
Charitable
activities
30.9.24
Total
attivities
Bank charges
244
256
Governance costs
30.9.25
Charitable
activities
30.9.24
Total
activities
Accountancy
Leg31 Fees
9,278
459
5,821
528
9,737
6,349
Page 17
continued...

The Jac Lewis Foundation
Notes to the Financial Statements- continued
for the Year Ended 30th Se
tember 2025
TRUSTEES, REMUNERATION AND BENEFITS
None of the trustees have been paid remuneration for employment with the charity.
Trustees, expenses
There were no trustees, expenses paid for the year ended 30th September 2025 nor for the year ended
30th September 2024.
io.
STAFF COSTS
One staff member was paid a salary in excessof£60.000.
The average monthly number of employees during the year was as follows=
30.9.25
30.9.24
Managers
Staff
io
12
ii.
COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES
Unrestricted
fund
Restricted
fund5
Total
funds
INCOME AND ENDOWMENTS FROM
Donation5 and legacies
132,004
132.004
Charltable artivities
Charitable activities
337,752
148,504
486,256
Other trading activities
42
42
Total
469,798
148,504
618,302
EXPENDITURE ON
Charitable activities
Charitable activities
387.925
148,504
536,429
NET INCOME
81,873
81.873
Page 18
continued...

The Jac Lewis Foundation
Notes to the Financial Statements- continued
for the Year Ended 30th Se
tember 2025
ii.
COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES- continued
Unrestricted
fund
Restricted
funds
Total
funds
RECONCILIATION OF FUNDS
Total funds brought forward
35,338
35,338
TOTAL FUNDS CARRIED FORWARD
117,211
117.211
12.
STUDENT VOLUNTEERS
The value of volunteers. time given within the year is estimated with reference to the recorded number
of volunteer hours multiplied by the estimated hourly rate that an employee would have been paid for
carrying out the seNice. The quantified benefit to the charity tor volunteers, time was in the region of
£10,200 Eiven that an estimated 600 hours were estimated as being spent.
13.
TANGIBLE FIXED ASSETS
Plant and
machinery
CompLSter
equipment
Totals
COST
At 1st October 2024
Additions
1,456
6.974
3,260
8,430
3,260
At 30th September 2025
1,456
10,234
11,690
DEPRECIATION
At 1st October 2024
Charge for year
819
364
2,879
1.828
3,698
2,192
At 30th September 2025
1.183
4,707
5,890
NET BOOK VALUE
At 30th September 2025
273
5,527
5,800
At 30th September 2024
637
4,095
4,732
Page 19
continued...

The Jac Lewis Foundation
Note5 to the Financial Statements- continued
for the Year Ended 30th Se tember 2025
14.
DEBTORS: AMOUNTS FALLING DUE WITHIN ONEYEAR
30.9.25
30.9.24
Trade debtors
Prepayments and accrued income
10,841
503
50,290
75
11,344
50,365
15.
CREDITORS.- AMOUNTS FALLING DUE WITHIN ONE YEAR
30.9.25
30.9.24
Trade creditors
Taxation and social Security
Other creditors
10,704
9,540
7.594
21,021
7,804
13.003
27.838
41,828
16.
MOVEMENT IN FUNDS
Net
movement
in funds
At
1.10.24
At
30.9.25
Unrestrirted funds
General fund
117.211
15.1771
112,034
TOTAL FUNDS
117,211
15,1771
112.034
Page 20
continued...

The Jac lewis Foundation
Notes to the Financial Statements- continued
forthe Year Ended 30th Se
tember 2025
16.
MOVEMENT IN FUNDS- continued
Net movement in funds. included in the above are 35 follows=
Incoming
resources
Resource5
expended
Movement
irn funds
Unrestricted funds
General fund
514,948
1520,1251
15,1771
Restricted funds
The National Lottery Community Fund
Postcode Community Fund
Austin Bailey
Bay LCC Grant Scheme
City LCC Grant Scheme
Sustainable Communities
The Royal Foundation
18,000
23.000
2,000
11,149
24.900
12.545
75,000
118,0001
123.0001
12,0001
111.1491
124,9001
112.5451
175,0001
166,594
1166,5941
TOTAL FUNDS
681,542
1686.7191
15.1771
Comparatives for movement in funds
Net
movement
in funds
At
1.10.23
At
30.9.24
Unrestricted funds
General fund
35.338
81,873
117,211
TOTAL FUNDS
35,338
81,873
117,211
Page 21
continued...

The Jac Lewis Foundation
Note5 to the Financial Statements- continued
for the Year Ended 30th Se
tember 2025
16.
MOVEMENT IN FUNDS- continued
Comparative net movement in funds. included in the above are as follows:
Incoming
resources
Resources
expended
Movement
in funds
Unrestricted fund5
General fund
469,798
1387,9251
81,873
Restricted funds
Penderi GP Cluster
Bay LCC Grant Scheme
City LCC Grant Scheme
Polite Commissioner for Dyfed-Powys
Swansea Council FPHSCW8
Sustainable Communities
20,000
11,149
24.900
56.000
3,000
33.455
120,0001
111.1491
124,9001
156.0001
13,0001
133,4551
148.504
1148,5041
TOTAL FUNDS
618,302
1536.4291
81,873
A current year 12 months and prior year 12 months combined position is as follows-
Net
movement
in funds
At
1.10.23
At
30.9.25
Unrestricted funds
General fund
35,338
76.696
112,034
TOTAL FUNDS
35,338
76,696
112,034
Page 22
continued...

The Jac Lewis Foundation
Notes to the Financial Statements- continued
for the Year Ended 30th Se
tember 2025
16.
MOVEMENT IN FUNDS- continued
A current year 12 months and prior year 12 months combined net moveFnent in funds, included in the
above are as follows..
Incoming
resources
Resources
expended
Movement
in funds
Unrestricted funds
General fund
984.746
1908.0501
76,696
Restricted funds
The National Lottery Community Fund
P05tcode Community Fund
Austin Bailey
Penderi GP Cluster
Bay LCC Grant Scheme
City LCC Grant Scheme
Police Commissioner for Dyfed-Powys
Swansea Council FPHSCWB
Sustainable Communities
The Royal Foundation
18,000
23.000
2,000
20.000
22,298
49.800
56.000
3,000
46.000
75.000
118,0001
123.0001
12,0001
120,0001
122,2981
149,8001
156.0001
13,0001
146.0001
175,OCH)I
315,098
1315,0981
TOTAL FUNDS
1.299,844
11.223,1481
76,696
The National Lottery- Bereavement through suicide Project
The Bereavement through Suicide fund has been funded by the National Lottery to aid persons linked to
a suicide and their families. The fund is for anyone Wales wide who need5 the support due to
bereavement throL¢gh Suicide.
Penderi Local Cluster Collaborative LCC Grant Scheme
Penderi is a local GP cluster in Swansea. The foundation is to assist the cluster by accepting referrals for
patients that need mental health support in the area.
Austin Bailey
Funding to support training for volunteers who support the mental health one stop hub in Swansea.
Bay LCC Wellbeing Grant scheme
Page 23
continued...

The Jac Lewis Foundation
Notes to the Financial Statements- continued
for the Year Ended 30th Se tember 2025
16.
MOVEMENT IN FUNDS- continued
Bay LCC Wellbeing Grant Scheme 15 a local GP cluster in Swansea. The foundation is to a5S15t the cluster
by accepting referrals for patients that need mental health support in the area.
City LCC Grant Scheme
City LCC Grant Scheme is a local GP cluster in Swansea. The foundation is to as51St the cluster by
accepting referrals for patients that need mental health support in the area.
Swansea Council FOHSCWB Grant
To provide workshops for the HUB. One-stop mental health dropin. Workshops to enable the visitors to
build skills and self-confidence and create a community in the group.
The Sustainable Communitles Fund
Funding to deliver a preventative, easily accessible mental health and wellbeing seNice to individua55
living in the Ammanford community an area of Carmarthenshire which fits within the three priority
areas of the county's strategic investment plan Iwellbeing. Access to Services and Community
Engagement).
Polite and Crime Commissioner for Oyfed Powys
Funding for a project that will reduce harrn to individuals within DyFed Powys by providing 3 suicide
prevention and postvention support service to individuals that have been bereaved through suicide and
may be at risk of suicide. drug and alcohol misuse, offending behavior and/or be a victim of domestic
violence.
The Royal Foundation
This fund represents grant funding received from The Royal Foundation of The Prince and Princess of
Wales to SUPPOrt the establishment and operation of a mental health crisis drop-in hub at the
Principality Stadium in Cardiff. The funding is restricted to the delivery of the project over the grant
period and may only be used for approved service delivery costs. including counselling provision. hub
management. staffin& beneficiary support and transport costs associated with providing accessible
mental health and suicide prevention Services across Wales.
People's Postcode Lottery Fund
This restricted fund supports the delivery of counsellin& community wellbeing groups, crisis 5UPPOrt
services and mental health awarene55 activities for children, young people and adults within the
Foundation's area of benefit.
Page 24
continued...

The Jac Lewis Foundation
Notes to the Financial Statements- continued
for the Year Ended 30th Se tember 2025
17.
RELATED PARTY DISCLOSURES
During the year the Trustees held events to raise money for the charity. made donations to the charity
and donated their services to the charity.
Trustees gave unrestricted donations including services provided totalling £12.250 12024..£11,7501
during the year.
Page 25

The Jac Lewis Foundation
Detailed Statement of Financial Activities
for the Year Ended 30th Se
tember 2025
30.9.25
30.9.24
INCOME AND ENDOWMENTS
Donations and legacles
Don3tions
Donated seNices and facilities
70,507
74.950
57,054
74,950
145,457
132.004
Other trading activities
Merchandise
17
42
Investment income
Deposit account interest
1.883
Charitable activities
Grants
NHS
West Glamorgan
Carmarthenshire County Council
All Wales BTS
Helen Foster
Social Care Wale5
Fire & Rescue service
Cyfle Building services
166,594
75.000
132.724
15.000
133,367
115,390
loo,000
132,724
76,000
56,542
2.100
3.500
4,000
7.500
534.185
486,256
Total incoming resources
681,542
618.302
EXPENDITURE
Charitable activities
Wages
Social security
Pensions
Counselling Services
Carried forward
342,903
27.799
7,138
148.681
526,521
238,247
12.958
4,679
147,176
403,060
This page does not form part of the statutory financial statements
Page 26

The Jac Lewis Foundation
Detailed Statement of Financial Activities
for the Year Ended 30th Se
tember 2025
30.9.25
30.9.24
Charitable activities
Brought forward
Merchandise
Non counselling direct costs
Fundraising event costs
526,521
10.640
4,138
3,254
403,060
4,992
544.553
408,052
Support costs
Management
Insurance
Light and heat
Telephone
Postage and stationery
Advertising
Sundries
IT Software and consumables
Rent
Repairs and maintenance
Staff Training
Subscriptions
Travel
Bookkeeping
Professional fees
Uniform costs
Fixtures and fittings
Computer equipment
998
4,906
4.835
1,535
3,722
1,306
11,317
80.820
945
2.719
1,077
3,367
4,750
6,630
1,066
364
1.828
1,014
3,606
6,014
1.025
1,322
1.481
6,293
81,850
1,962
6.400
685
3,653
4.750
364
1,353
132.185
121.772
Flnance
Bank charges
244
256
Governance cost5
Accountancy
Legal Fees
9,278
459
5,821
528
9.737
6.349
Total resources expended
686,719
536.429
Net lexpenditurellincome
15.1771
81,873
This page does not form part of the statutory financial statements
Page 27