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2023-12-31-accounts

Annual Report

Incorporating Examined Financial Statements

For the Year Ended

31[st] December 2023

CHARITY NO. 1186996

REPORT OF THE TRUSTEES

The Trustees present their report together with the financial statements of the Charity for the year ended 31[st] December 2023. The financial statements have been prepared in accordance with the accounting policies set out in Note 1 and comply with the Charity’s constitution and applicable law.

Legal and Administrative Information

Charity Registration 1186996
Address The Parish Trust
Heol yr Ysgol
Trethomas
Caerphilly
CF83 8FL
Trustees
Mrs. Diane Brierley Chair of Trustees
Rev. Dean Aaron Roberts Resigned April 2023
Mr. Wayne Barnett Founding Trustee
Mrs. Rosemarie Annette Llewellyn Founding Trustee
Mrs. Meryl Anne Holt Appointed July 2020
Mrs. Jennifer Anne Richardson Appointed July 2020
Cllr. Mrs. Elizabeth Myra Aldworth Appointed September 2020
Mrs. Anne Hufton Appointed September 2020
Mrs. Elizabeth Blacker Appointed April 2021
Treasurer Minute Clerk
Mrs. Meryl Anne Holt Mrs. Elizabeth Blacker

Independent Examiner

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

Bankers

Lloyds Bank

Structure, Governance, and Management

Governing Document

The Charity was registered as a Charitable Incorporated Organisation (CIO) on 17[th] December 2019 under charity registration number 1186996. The Charity’s governing document is based on a Foundation Model Constitution.

Recruitment and Appointment of New Trustees

Trustees are sought as and when vacancies arise. Careful consideration is taken to ensure that potential trustees are able to uphold and safeguard the Charity by diligently carrying out business as determined in the Charity’s constitution, and that they bring particular expertise to bear on the overall ethos, vision, and strategy of the Charity.

Potential trustees are required to submit an application to the Board which is considered and voted on by the existing board members. The application form is written by the Board of Trustees and asks applicants to declare their fitness and eligibility to be a trustee. Applicants are given a copy of the following:

If the existing trustees resolve that an applicant be appointed to the Board, the new trustee to be appointed will undergo relevant training and induction as required, and will also receive copies of:

The Board will be prioritising recruitment of additional trustees in the coming year and have identified legal knowledge and business/stakeholder networking to be skills that are needed on the Board.

Organisational Structure

There are currently eight trustees, and trustees are currently looking to recruit more trustees within the coming year after a skills audit of the current board members.

In 2023, we employed staff according to the needs of the charity. Staffing Positions were filled in the areas of administration, community engagement, youth and children’s work, wellbeing, and project operations. The charity also appointed its first Chief Executive Officer, kickstarting the review of the organisational structure which was planned for 2023. The staffing structure now has a hierarchical arrangement, with first level staff who report to a line manager. Line Managers report to the Chief Executive Officer who in turn reports to the Board of Trustees.

Risk Management

The Trustees operate a rolling programme of identifying and addressing major risks to the Charity at their regular meetings.

The main risk to the charity for a number of years has been the lack of freehold premises. Despite lengthy negotiations with the Church in Wales, the offer of a freehold sale of the charity’s current building has not been forthcoming and the charity will have to seek new accommodation in 2024. In the short term, the Church in Wales has offered a short term lease which will expire in December 2024, creating a very definitive timeline for the charity to find alternative accommodation.

Trustee Meetings

The Board of Trustees met six times throughout the course of 2023 to transact the regular business of the Charity. A number of extraordinary meetings were also held for strategic and decision making purposes. Meetings were held both in person and electronically.

Objectives and Activities

Summary of Objectives

The Charity’s Governing Document states that The Parish Trust is a Christian based organisation which organises various projects, services and events that benefit the general public. The Charity's objective is to advance the Christian faith and its religious, moral and philanthropic principles. We support the local church and community so that the lives of our beneficiaries are enriched and improved.

Whilst having a Christian foundation, the charity exists for all regardless of religious affiliation or otherwise.

Summary of Activities undertaken for the Public Benefit

The Parish Trust continually assesses and develops the provision of charitable activities in relation to identified needs in the communities it serves. Activities undertaken must be relevant to the charitable objectives of The Parish Trust, and be in accordance with its Governing Document.

A number of projects and activities have been undertaken throughout the course of 2023. The activities listed are our main projects and are by no means an exhaustive list of everything that has taken place in the charity over the last 12 months. Details of our full programme of events and achievements can be found on our Website and Social Media.

The CARE Project / Bag a Bargain

Nerys Beckett | CARE Project Lead

The CARE Project remains at the heart of the work we do as a charity. Although food, fuel and living costs continue to rise, 2023 saw a small decline in the number of local families using our services. 1582 food parcels were delivered which was a 5% decrease from the previous year, however, 4591 people were fed which was only a 1% reduction from 2022. We also saw a 6% decline in referrals received throughout the year, resulting in a total of 184 referrals. In the past few years Caerphilly has seen a significant increase in businesses, schools and unregistered charities offering surplus food at reduced or no price so it is believed that many may prefer to use these alternatives that do not use a referral service.

Some service users also reported difficulties contacting several of our referral partners at the back end of the year which may have contributed to the decline in referrals. A priority for 2024 will therefore be to contact all existing partners to confirm their willingness to continue in this role and to ensure their contact details are accurate. We will also look to create new links with local groups and increase and diversify our list of partner organisations. Additionally, the charity will look to shape policy and procedure at a regional level through networking with other groups and the local authority via the Chief Executive Officer.

Our foodbank remains relatively unique in the local area because of its consistent approach to not only providing ambient, but also fresh and frozen foods as well as continuing to deliver all food parcels directly to service users’ homes. Our intention in creating new partnerships is to further raise awareness of these unique elements as well as making the referral process more accessible to the local community with the overall aim to increase the number of food parcel requests we receive.

The CARE Project would not be possible without surplus food collections from local businesses as well as generous donations from our local community and a host of devoted volunteers providing 5252 hours of their time throughout the year, so we are extremely grateful to all those who keep this charity project going. The latter part of 2023 saw a small decrease in food collections as well as volunteering hours so we also intend to focus on these areas in 2024.

At the Parish Trust we continue our commitment to caring for the environment by continually looking for ways to reduce our carbon footprint. One initiative aimed at minimising food waste is our “Bag a Bargain” scheme which offers short-dated food to the local community for a donation. This initiative continues to be popular to local people who share our passion to save food from being wasted, but also helps support low income families who are not yet in need of our food bank to access nutritious food. The scheme also helps to support the charity, raising almost £3,000 in funds this year.

The food bank continues to see a surplus supply of bread so next year we will also seek new ways to reduce our waste further by implementing a bread share initiative to run alongside “Bag a Bargain”. This will allow locals to come and hand pick their bread and pastries on the understanding that individuals may take what they need and give what they can so we look forward to see the results of this initiative. Next year will also see the change to Commercial waste laws so we appreciate the need to focus our attention on ensuring these changes are implemented across all projects within the charity.

Youth and Children

Carrie Gealy | Youth & Children’s Engagement Officer

Youth Club

With a steadfast commitment to nurturing and empowering the youth, The Parish Trust embarked on an ambitious journey throughout 2023 to create a myriad of opportunities for growth, learning, and community engagement. From regular Youth

Club sessions to exciting off-site trips and skill-building programmes, The Parish Trust spared no effort in enriching the lives of young individuals and fostering a sense of belonging within the community.

At the heart of The Parish Trust's mission lies a deep-rooted belief in the potential of young people to shape their futures and contribute positively to society. With this ethos guiding our actions, we aimed to expand our reach and impact with children and young people in 2023. Through a multifaceted approach encompassing events, training opportunities, support networks, and community involvement initiatives, The Parish Trust sought to create a nurturing environment where young people could thrive and realise their full potential.

Central to The Parish Trust's efforts in 2023 were the regular Youth Club sessions held every Friday evening from January to December. These sessions provided a safe and welcoming space for young individuals to socialise, engage in activities, and build meaningful relationships with their peers and mentors. Throughout the year, a total of 42 Youth Club sessions were conducted, each carefully curated to cater to the diverse interests and needs of the attendees.

In January, the Youth Club kicked off the year with a vibrant New Year party, complete with free food, a photo booth, and interactive games. This event not only set the tone for the year ahead but also fostered a sense of camaraderie among the young attendees as they shared their hopes and aspirations for the coming months. Subsequent sessions in January featured a mix of structured activities such as musical chairs and Kahoot, alongside open discussions on setting behavioural expectations and fostering a positive club environment.

As the year progressed, the Youth Club continued to evolve, responding to the changing interests and preferences of its participants. In February, based on popular demand, a silent disco and a pamper night were organised, providing young people with unique opportunities for self-expression and relaxation. The introduction of gel nail painting at the pamper session not only proved to be a hit among attendees but also unearthed hidden talents and passions among the youth, further enriching the club experience.

In addition to the regular Youth Club sessions, The Parish Trust organised a series of off-site trips and training programmes to broaden the horizons of young individuals and equip them with valuable skills for the future. Throughout 2023, three off-site trips were organised to various locations, offering diverse activities and experiential learning opportunities.

Furthermore, The Parish Trust recognised the importance of providing practical skills and knowledge to young people, particularly during the summer months when school was out. In response to this need, a five-week cooking course was conducted, enabling participants to learn essential culinary techniques and explore their creativity in the kitchen. This hands-on approach not only imparted valuable life skills but also fostered a sense of independence and self-confidence among the youth.

Beyond the confines of the Youth Club, The Parish Trust actively engaged with the local community through a range of initiatives aimed at fostering connections and promoting social responsibility among young people. One such initiative was the Youth Litter Pick held in February, where young individuals came together to clean up their neighbourhood and contribute to the betterment of their community.

Moreover, The Parish Trust embraced innovative approaches to communication and outreach, recognising the importance of meeting young people where they are. In response to the growing influence of social media, particularly platforms like TikTok, the organisation launched its own TikTok account to connect with youth directly and share updates about its work in a relatable and engaging manner. The initiative proved to be a resounding success, garnering hundreds of followers and thousands of views within a short span of time.

In line with its commitment to holistic youth development, The Parish Trust implemented the 'Youth Club Continuum', a systematic approach to tracking the progress of young individuals and providing targeted support as needed. This proactive approach enabled the organisation to identify areas of strength and areas for growth among its youth participants, facilitating tailored interventions and fostering personal and academic growth.

Additionally, The Parish Trust recognised the importance of mentorship and peer support in nurturing the social and emotional well-being of young people. To this end, the organisation welcomed two new young volunteers interested in becoming junior leaders, thus creating opportunities for direct collaboration and feedback between youth leaders and participants. This inclusive approach not only empowered young individuals to take on leadership roles but also ensured that the voices and perspectives of youth were central to the decision-making process.

Despite the many successes achieved in 2023, The Parish Trust also encountered several challenges along the way, each presenting unique opportunities for growth and innovation. One such challenge was the management of increasing attendance at Youth Club sessions, which strained resources and necessitated the implementation of new protocols to ensure the safety and well-being of all participants.

Furthermore, the organisation grappled with addressing behavioural issues among some young individuals, including instances of bullying and disruptive behaviour. In response, The Parish Trust implemented a new behavioural policy, 'Disrespect, Challenge, You’re Out', to uphold the values of respect and accountability within the club environment. Additionally, closer collaboration with local authorities and schools facilitated a multi-faceted approach to addressing behavioural concerns, emphasising support and intervention rather than punitive measures.

As The Parish Trust reflects on its achievements and challenges in 2023, it remains steadfast in its commitment to empowering young people and strengthening community bonds. Looking ahead to 2024, the organisation is poised to build upon its successes and expand its reach through innovative programming, strategic partnerships, and responsive approaches to youth engagement.

With the potential of moving into a new premises on the horizon, The Parish Trust is eager to explore new opportunities for growth and impact, including the possibility of offering additional Youth Club sessions throughout the week to better accommodate the diverse needs and interests of young individuals. Moreover, continued collaboration with local authorities and stakeholders will enable the organisation to address emerging challenges and opportunities in a proactive and holistic manner.

In conclusion, The Parish Trust's journey in 2023 is a testament to the transformative power of community-driven initiatives and youth empowerment. Through its unwavering dedication to creating inclusive spaces for growth, learning, and connection, the organisation has touched the lives of countless young individuals and laid the foundation for a brighter and more vibrant future for the community. As The Parish Trust looks towards the future, it does so with optimism and determination, knowing that the best is yet to come for the youth and the community it serves.

Prime Time

The Prime Time Project, initiated in May, aimed to offer additional opportunities for young people showing excellent behaviour. A trial trip to Ninja Warrior was organised, followed by plans for a Wednesday evening club session. Despite initial enthusiasm, attendance was low, prompting a survey to determine optimal scheduling and activities. Based on feedback, Thursday evenings were chosen, with a focus on drama/theatre activities.

Collaborating with Caerphilly Arts Development, Drama Club commenced in September as a 6-week trial, targeting ages 1014. Attendance fluctuated, leading to an adjustment in the age range to 8-12 to widen appeal. Despite lower attendance, Drama Club fostered positive connections and confidence-building among participants.

A survey highlighted the overwhelmingly positive impact of Drama Club, with attendees expressing happiness and newfound skills in acting, teamwork, and self-expression. Looking ahead, Drama Club plans to expand its focus to include singing/music in 2024, catering to the interests of young participants.

While the Prime Time Project as a Youth Club did not gain traction, The Parish Trust remains committed to providing unique opportunities for interested young people under the broader Prime Time umbrella, including trips and clubs.

Youth Volunteers

Since its inception in 2020, The Parish Trust has prioritised involving young people in its activities, with several volunteers and staff members starting out as young participants. In January 2023, the organisation welcomed its youngest volunteer at just 13 years old, who expressed interest in digital and social media aspects. This marked the beginning of involving young perspectives in decision-making processes.

Throughout the year, The Parish Trust saw an increase in young volunteers, including those facing challenges like mental health issues and family difficulties. These volunteers actively participated in various projects, such as youth club activities, food packing, and litter picking. Notably, the organisation launched a Youth Volunteering Scheme to offer mentoring, training, and work experience to young people aged 12-18.

In collaboration with partners like Caerphilly Food Network and Coleg Y Cymoedd, The Parish Trust organised cooking sessions during the summer holidays, providing practical skills and a Level 1 catering certificate to participants. These sessions attracted both current and new young volunteers, some of whom initially struggled with shyness but eventually found confidence and community through volunteering.

The impact of youth volunteering was evident not only in the skills gained by participants but also in the positive feedback from parents, highlighting improvements in mental health and social connections. Moreover, the commitment and initiative shown by young volunteers, particularly in managing the Youth Club Tuck Shop and organising events, demonstrated their dedication to the organisation's mission.

To celebrate the contributions of young volunteers, The Parish Trust hosted a Christmas meal, acknowledging their efforts with gifts and recognition. This event reflected the sense of community fostered among young volunteers, underscoring their integral role in the charity's work.

Connecting with Stakeholders and Multi-Agency Networking

Throughout 2023, The Parish Trust fostered connections with various youth and children’s organisations, offering informative sessions on the CARE Project food bank. Notably, on 28th March, a positive engagement with the 2nd Caerphilly Scouts Beavers group resulted in a lasting partnership, with enthusiastic feedback from both leaders and parents. Similarly, sessions with groups such as the Brownies, Cwrt Rawlin Primary School, and other Scout groups were well-received, facilitating interactive discussions on food poverty and the significance of food banks. These engagements not only raised awareness but also generated substantial donations, showcasing the community's support for The Parish Trust's initiatives.

In October, The Parish Trust initiated a partnership with Llamau, hosting two groups of young volunteers every fortnight. Over the course of these sessions, approximately 18 new young people participated, benefiting from valuable work experience and skill development opportunities. On their first visit, 16 volunteers engaged in tasks such as organising the Food Hub, cleaning outdoor areas, and assisting with gardening, with one returning volunteer expressing eagerness to resume regular participation in 2024. Subsequent sessions saw volunteers undertaking activities tailored to their interests, including plumbing, creative design, litter picking, and organising charity resources. By the end of 2023, The Parish Trust formally welcomed 18 young volunteers, with 11 currently active alongside a core group from Llamau.

The end-of-year survey revealed that all volunteers cited gaining professional experience and supporting their community as primary motivations. Additionally, volunteers reported increased confidence and new skills, highlighting the positive impact of their involvement. Notably, volunteers expressed feeling empowered and valued in their roles, with highlights including active participation in decision-making, a sense of freedom, and participation in barista training. Through this collaboration, The Parish Trust and Llamau continue to provide meaningful opportunities for young people to contribute to their community while gaining invaluable personal and professional development experiences.

Special Events

On 4th April, we held an Easter event where we had Easter themed crafts and an Easter Egg Hunt. The Easter crafts involved some fun Easter bunny ear headbands, finger puppets, Daffodil mosaic decorations, egg cup decorating and some crafts with Christian themes such as cross decorations and an Easter spinner to reveal the meaning of Easter. To end the event, we held an Easter Egg Hunt outside involving laminated, reusable Easter eggs in 4 colours, and the children had to find all 4 colours in order to win an Easter egg. They were then given the task to re-hide the eggs for other children to find. We received great feedback from parents after the event: “It was absolutely amazing”, “it was organised so well and the kids had such an amazing time, the Easter egg hunt was brilliant fun and all the parents came away saying how wonderful it was”. We had 21 children in attendance for this event.

On 2nd August, we celebrated National Play Day by hosting a Family Fun Day. What was supposed to be an indoor-outdoor event with the bouncy castle was moved indoors due to bad weather. During the event, we had a face painter, crafts, a soft play area for babies and toddlers, games, a sand pit, and plant pot decorating and sunflower planting. We also had our Caffi Caredig open selling snacks and drinks, and we were able to provide sandwiches, fruit and water free of charge for children. The event was possible thanks to the National Play Day Small Grant Scheme provided by the Caerphilly County Borough Council Play Team. The event was a great success and throughout the day, we had 140 children and 78 adults.

On 9th December we held a Big Christmas Event which had small businesses selling handmade items, and organisations that support us such as Threshold Das and Caerphilly Employment Hub in attendance. Thanks to Caerphilly Employment Hub, we had a face painter present offering free of charge paintings, and we had a Santa providing gifts. Our Caffi Caredig was also present selling hot food and drinks, run entirely by our young volunteers. The event was successful and had 64 people attend.

Games Club

Games Club, which reopened in October 2022, has experienced growth and transformation throughout 2023. Initially attracting a diverse group of children aged 4 to 14, the club saw a shift in attendance towards younger children aged 4 to 10 forming a close-knit community. Parents also became actively involved, contributing to a sense of belonging by assisting in the kitchen and engaging in communal activities.

The club facilitated connections among children, fostering friendships that extended beyond its walls. Notably, one girl reunited with a friend she met at a previous event, highlighting the club's role in nurturing relationships. Staff members provided support and care, addressing various needs such as food provision, emotional support, and guidance to other services.

A significant breakthrough occurred when a young girl with communication difficulties began engaging with staff, marking progress in her development. The club also served as a platform for older children to discuss transitions and learn about community initiatives, exemplifying its educational value.

Community involvement extended to initiatives like litter picking and providing surplus food to attendees. Despite lower attendance during the summer holidays, regular participation resumed in September, reaffirming the club's importance to families.

Feedback from parents emphasised the club's positive impact on mental health and well-being, prompting discussions about expanding services to include hot meals. This proposal received enthusiastic support from parents, highlighting the club's value in addressing food insecurity and fostering a sense of community.

In 2023, Games Club hosted 44 sessions, welcoming 70 individual children and a total of 510 attendees throughout the year. Additionally, the club accommodated an average of 7 adults weekly, indicating its appeal beyond children.

Looking ahead to 2024, the club plans to manage statistics for both children and adults as it embarks on a new project, Meals for Families, further enhancing its community outreach and support initiatives.

Tommy’s Tots

Tommy’s Tots underwent leadership changes from January to September 2023, with a new lead appointed in March and another in September. Despite these changes, the focus remained on babies, toddlers, and their guardians, with efforts made to cater to the community's needs.

Initially led by the Youth and Children’s Engagement Officer and the Wellbeing Coordinator, the group transitioned under the new lead in March, introducing structured activities like craft time and snack breaks. Grant funding allowed for the acquisition of play mats and a ball pit, enhancing the children's experience.

A survey conducted in July gathered feedback, revealing high satisfaction levels with the sense of community and opportunities for children's interaction. Suggestions included more structured activities and varied snacks, leading to adjustments in session planning.

During the summer holidays, themed sessions were introduced, attracting older children and offering diverse activities. September saw the appointment of a new lead, focusing on building relationships and enhancing inclusivity within the group.

The group continued with seasonal-themed activities throughout the year, culminating in Christmas celebrations. Heartfelt goodbyes were exchanged for children transitioning to nursery, showcasing the bonds formed within the community.

Notable progress was observed in children's confidence and engagement, with instances of shy children blossoming into active participants. Community involvement extended to parents volunteering and contributing to events.

In total, 113 individual children attended Tommy’s Tots in 2023, with a combined total of 890 children throughout the year. Looking ahead, the focus remains on providing engaging activities and fostering connections within the community.

From Esther Moody, Tommy’s Tots Leader:

I took over running Tommy’s Tots at the end of September 2023, and was really excited to see how the session ran, build my own relationships with parents/carers and children and see what I could change, adapt and bring to the table from my 7+ years of experience within early years and Foundation Phase education.

Tommy’s Tots already had such a welcoming community feel, that was lovely to come into and especially enlightening when having conversations with new parents who say that they feel welcomed more at Tommy’s Tots than they have at other toddler groups. I really wanted to continue to build upon that and it has shown through ways that adults who come along to the group are willing to help, such as at our Christmas party where everyone brought along contributions for food and a grandparent helped us out when we needed a Santa at the last minute! It’s so wonderful to see people gather around and feel willing and able to join in and contribute to a group that means a lot to them.

Each session has the provision of choice of 4-6 different “areas” or selections of toys/activities, such as cars, books, animals, puzzles and baby toys, as well as a themed craft or sensory activity that is provided each week. Snack is also offered with a variety that allows children to make personal choices about what they like (often toast and a variety of fruit to encourage a balanced diet).

September

Average attendance total: 21 (per week)

One key interaction I remember from my first session was with a new parent, who came along with her son who was just under 2 years old. I made sure to engage in conversation with her, interact with her son and start building connections with them. At the end of the session she said that she had been to other toddler groups in the area but that none of them had the welcoming atmosphere that Tommy’s Tots did. They are now regular attendees, have both established friendships in the group and keenly welcome visitors whenever they attend. We had an additional 4 babies and toddlers visit during September.

October

Average attendance: 21 (per week)

Throughout October, we offered some autumn themed crafts, such as autumn leaf collages, pumpkin faces, and colouring. One week we did a sensory bin, which had a group of children around throughout the whole session and many parents/carers engaged with their children through it, as well as commenting on how engaging it was. As the charity has roots in the Christian faith, instead of celebrating Halloween we held a light party, as a positive alternative. We had 19 babies and toddlers attend this event.

In October, we had a grandmother and her grandson (who regularly attend) bring along a cake to share with everyone, as it had been his birthday! We lit the candles and sang ‘happy birthday’- it was a lovely moment to share with everyone and shows how significant these relationships are for both the adults and children who come along.

November

Average attendance: 22 (per week)

In November we carried on the autumn activities before easing into winter/Christmas themes. These activities included cinnamon playdough (to encourage fine motor skills) which had children making cakes and singing happy birthday to each other and bonfire night activities.

December

Average attendance: 23 (per week)

December saw us fully embracing the festivities. One craft activity which was especially liked was creating a card using handprints to document the size of an individual child’s hands at the end of 2023. For our final session, we had offered free play (time where children can choose where and when they want to play), story time, a visit from Santa (who was actually a grandparent of one of the children who attends Tommy’s Tots, keen and willing to help out last minute), a fun party snack (which adults had asked if they could contribute towards, so it was a lovely group effort) and a fantastic dance party to end. It was a brilliant session to end 2023 with- we had 26 babies and toddlers attend that week!

Another example of how important the community that we have at Tommy’s Tots is, is the fact that goodbyes are hard. We had two of our oldest children have their last session at the end of December as they were attending nursery in the New Year, one of them who had been coming along since before she was a year old- and was now leaving age 3. The emotion of those goodbyes was felt by many of the adults and children, and we all wished them well with massive goodbyes.

2023 was a great year for Tommy’s Tots and we are looking ahead to the coming year with excitement for the possibilities and opportunities to grow friendship and connection, encourage growth and learning through play, and engage with those who need it in our community. We are looking at ways that we can further develop the variety of what sessions offer and how to improve the documenting of all that happens within the sessions.

Caffi Caredig / Lunch Club

Rev. Dean Aaron Roberts | CEO

Caffi Caredig has continued throughout 2023, despite it not operating in the way we originally intended. Caffi Caredig is a mobile coffee/snack van aimed at helping people develop skills, reducing food waste, and bringing in income for the charity. We have had many difficulties finding a way to pitch the trailer permanently off-site, which has affected the frequency of its use and the revenue coming in that would be directed back into the charity’s overall work.

However, we have been able to use Caffi Caredig for events on site, which have been particularly successful during school holidays. We have also been able to train a number of people (especially young people) in barista skills. We will continue to find ways in which to utilise Caffi Caredig into 2024.

Lunch Club, similar to Caffi Caredig, has not worked in the way in which we wanted it to. We had originally envisioned a weekly lunch club but despite advertising efforts, take up was very sporadic, which made it difficult to plan meals without there being

food waste. As a result, we have decided wind-down the Lunch Club and instead will be focussing on one off special occasions where meals can be provided to the community.

Community Choir

Rev. Dean Aaron Roberts | CEO

The Community Choir continued to grow from strength to strength throughout 2023. The Community Choir has the aim of bringing people of all ages and backgrounds together to make music with little pressure, to enhance wellbeing, community connections, and love for music. The choir sings all genres of music, which has had benefits for all involved. At the end of 2023, we had 40 members in the choir ranging from children to adults up to 79 years of age.

The Community Choir members pay a subscription every quarter in order to be a part of the choir, however through 2023, bursaries were offered to children, young people, and any who were seeking asylum or fleeing the war in Ukraine. This attracted new members and diversified the group further.

The choir put on a Christmas Concert showcasing their work throughout the year and also contributed to festivities in Caerphilly Town Centre. It is hoped that more concerts will feature in the choir’s diary for 2024.

Wellbeing, Spiritual, and Pastoral Care

Rev. Dean Aaron Roberts | CEO

The Parish Trust is committed to providing comprehensive wellbeing, spiritual, and pastoral care services to its staff, volunteers, and the community it serves. These initiatives are rooted in Christian principles while being inclusive and sensitive to the diverse needs of individuals.

The Parish Trust recognises the importance of staff wellbeing and has implemented a program that promotes flexibility, a family approach to work, and opportunities for staff to shape the organisation. This initiative aims to create a supportive work environment that fosters a sense of belonging and allows staff to maintain a healthy work-life balance. More plans are being organised for 2024 for these provisions to be enshrined in charity policy.

Additionally, volunteers play a crucial role in the work of The Parish Trust, and their wellbeing is prioritised through recognition initiatives and the Investing in Volunteers accreditation which was gained in early 2023. Building on the hard work already recognised through the Investing in Volunteers accreditation, plans are underway to establish a Volunteer Voice Forum in 2024, providing volunteers with a platform to contribute feedback and shape the charity’s direction.

The Parish Trust also offers courses and workshops focused on mental, emotional, and spiritual health. These programs provide participants with practical skills, peer support, and opportunities for reflection. The Bereavement Courses, in particular, have been well-received, with optional sessions on faith questions honouring the organisation's Christian foundations while respecting individual beliefs. These courses have primarily been in-person events, but going into 2024, The Parish Trust will look to offer online alternatives for most, if not all, our wellbeing courses.

In response to the Ukraine-Russia war, The Parish Trust has extended its support to displaced Ukrainians in Caerphilly. This included offering mental health support, advice, and signposting services. An evening event was also organised to raise awareness and educate the local community about the situation in Ukraine.

Following the departure of the Wellbeing Coordinator in 2023, the management of the wellbeing portfolio has transitioned to the CEO. This ensures continuity and leadership in delivering essential support services to the community.

Several case studies illustrate the impact of The Parish Trust's wellbeing and pastoral care initiatives (fake names are used to protect identity):

  1. Jane and Angharad: Participants in the Bereavement Journey Course found a supportive environment to cope with the loss of loved ones, fostering friendship and ongoing support.

  2. Bethan: A volunteer who accessed support from The Parish Trust while facing housing insecurity and mental health challenges found a supportive community and advocacy for additional support services.

  3. Greg and Janet: Individuals with autism and their spouses received tailored bereavement support, demonstrating the organisation's commitment to inclusivity and personalised care.

  4. Megan and her sisters: Bereaved siblings found solace and support through group sessions, leading to healing and a renewed sense of connection within their family.

  5. Ola, Zlata, and Maria: Displaced Ukrainians received mental health support and integration assistance, highlighting The Parish Trust's commitment to serving diverse communities with compassion.

The Parish Trust's holistic approach to wellbeing, spiritual, and pastoral care reflects its commitment to supporting individuals and communities in times of need. Through innovative programs, personalised support, and a compassionate ethos, the charity continues to make a positive impact on the lives of those it serves.

Yarny Army

Rev. Dean Aaron Roberts | CEO

The Yarny Army is an open access knitting group which continues to meet weekly on Wednesday mornings. The purpose of the group is to bring people together who have knitting skills or who would like to learn or improve them, in order to make items for the NHS and to support our children’s programme.

The Yarny Army have donated many items to the NHS from knitted teddies, to blankets for adults and children, and items of clothing. They have also knitted clothes to raise funds for the charity. We are extremely grateful for their hard work over the last year.

In addition to the “on site” Yarny Army, there are a number of volunteers who post items in from all over the United Kingdom which then get sent to the NHS after quality control checking.

Partnerships

Rev. Dean Aaron Roberts | CEO

The Parish Trust is very grateful for the partnerships that have been newly forged or strengthened throughout the year. In particular, we are grateful for the cooperation of Caerphilly County Borough Council who have supported our activities as a charity in a significant way, alongside the various Community Councils in our areas of operation.

We are also thankful for the partnerships we have made with food businesses, both large corporations and SMBs in the locality, the public sector (including health/medical practitioners/organisations and schools) as well as social clubs, societies, and other charitable organisations.

We are also forging new links with other charities, and have found a very strong friendship in Llamau, who have been working with our youth programme. We look forward to building on these new relationships in the year to come.

Together, our partners have aided us in providing services for the public benefit in various ways such as signposting members of the general public to the Charity, fundraising and donating resources, and supporting us with advice and guidance to enhance and streamline the day to day operation of The Parish Trust.

Volunteering

Saffron Williams | Administrator

Throughout 2023, we were able to recruit a lot of new volunteers but also continued to retain some very established volunteers. The volunteer team are very loyal and dedicated and The Board of Trustees continue to be grateful for their continued support, extremely hard work and commitment to the charity.

All of our volunteers bring transferable skills, from administrative & business skills, to Communication & Interpersonal skills and Leadership skills. This has enabled us as an organisation to grow and expand further with our projects. Aside from bringing their skills, they offer so much of their time to our services.

By the end of 2023, there were 187 volunteers registered with The Parish Trust that had volunteered within the last calendar month. These volunteers were made up of 127 female, 59 male and the average age of a volunteer being 41. Even though our average age of a volunteer in 2023 was in fact 41, our number of young volunteers under the age of 25 increased in 2023 to roughly one third opposed to one quarter in 2022.

We have found that a lot of our volunteers now walk to our building, this being volunteers that make up one third of the volunteer team. This now means that the majority of our volunteers (93.5%) live within five miles of The Parish Trust HQ building opposed to last year being 93%. However, some of our volunteers still live over 40 miles away, undertaking remote roles on behalf of the charity.

Throughout the course of 2023, volunteers completed over 5,000 hours of volunteering, with 437.6 hours being volunteered each month.

This is a decrease on last year’s figures. However, we realise that the country is no longer directly affected by COVID, but we are aware that the cost of living is affecting so many people now, and giving up their time may not be as possible as it was whilst living in COVID times, due to this being a financial or mental struggle for them.

Being aware of this has allowed us to apply for grants, to which we have been successful in and has allowed us to use our building as a warm hub for those volunteers that wish to continue helping but are financially struggling to put the heating on at home etc. along with using our facilities for refreshments whilst here.

Throughout 2022, new volunteering roles were created related to food related service, and youth and children’s work. This was to complement the existing volunteering roles at The Parish Trust. The young volunteers made up a total of 1000+ hours of volunteering throughout 2023 due to the new roles that were implemented.

As always, we ensure that our volunteers are celebrated and thanked in several ways for their achievements and commitments throughout the year. A number of events were held throughout the year to celebrate their success, and particularly during Volunteers Week, along with providing them continuous training if needs be such as safeguarding, or barista training. We still continue to use Tempo Time Credits which provides our volunteers with vouchers and discounts for certain activities. They gain Tempo Time Credits the more they invest their time with us and an incentive and we are looking into other options and benefits for our volunteers.

The Parish Trust was successful in officially being awarded its Investing in Volunteers Accreditation at the beginning of the year. We continue to further invest in our Volunteers and continue to work closely with our partners to meet the standards expected, and our members of staff are all fully aware of the benefits we have gained by receiving this award.

Staff

Rev. Dean Aaron Roberts | CEO

The charity was able to employ staff through the course of 2023, increasing staffing to accommodate our growing service to stakeholders. The Parish Trust is committed to staffing training and development opportunities, with follow-on opportunities for progression within the organisation.

Training was given in the area of health and safety, safeguarding, personal skills coaching, and youth/children.

There are no current plans to increase staffing levels unless grant funding is allocated for such a purpose. This is to mitigate against rising revenue costs during a period of change for the charity which includes the charity’s relocation. The charity is also Real Living Wage Accredited, and as such, the increase in Real Living Wage in 2024 will add a significant cost to the charity’s operations in the coming year.

The charity is pleased to have been able to offer employment opportunities with the help of generous grant funding. We thank those who have contributed towards our staffing costs over the last year, in particular those funders who have recognised the transformational impact that a multi-year grant offer can bring to a charitable organisation. The Parish Trust has been in receipt of a number of such grants in 2023.

Achievements and Performance

Many of our achievements have already been reported on during the course of the Annual Report under our Summary of Activities. However, some particular highlights for the organisation this year have been:

We continue to be supported by the press through media coverage, and by the support of our partners and grant funders.

Financial Review

The Board of Trustees are grateful to Bevan Buckland LLP for examining the Charity Accounts for the year ended 31[st] December 2023.

General Comments

Expenditure for 2023 can be broadly categorised into the following:

Fixed Assets and Capital Purchases 5%
Running costs and general overheads 54%
Staffing 41%
Income streams for 2023 are made up of:
Grant Funding (all income described as a grant, no matter its value) 82%
Donations 10%
Other income (including sales, service charges, and fees) 8%

Compared with 2022, we have increased our reliance on Grant Funding by 26%, with Donations decreasing by 114% (£24,121 in 2023 compared with £57,632 in 2022). The charity received a number of significant one off donations in 2022, but we also believe the Cost of Living Crisis to have affected the ability of the general public to give as generously as they have in previous years.

We will continue to work on diversification of income streams during the course of 2024, but recognise that the charity, like all charities, is facing increased cost pressures with rising operational costs and wanting to pay staff at an appropriate level, and so we do not expect the financial challenges to be overcome in the near future.

Donations

The Parish Trust is extremely grateful to all the individuals, businesses, and organisations who made donations to the Charity.

Donations were received in person, via the post, over the telephone, over text message, through our website, and via social media.

A number of individuals and organisations have held fundraising activities or events for the charity throughout the year, for which we are extremely grateful.

Grant Funding

The Board of Trustees wish to pay tribute and express thanks to all those trusts, organisations, and individuals who have so generously supported our work throughout the year. The Parish Trust have received some significant grant funding from organisations which we wish to mention below as valued supporters of our work:

Benefact Trust 9,600
Children in Need 23,801
Gwendoline and Margaret Davies Charity 2,000
Gwent High Sheriff Fund 5,000
Julia & Hans Rausing 10,000
M & G Community Fund 4,000
Making a Difference 882
Millennium Stadium Charitable Trust 2,059
National Grid 7,700
Prince of Wales Charitable Foundation 2,000
Principality & CF Wales Cost of Living 5,000
Principality Building Society's Future Generation Fund 10,000
Savoy Educational Trust 6,458
Souter Charitable Trust 3,000
The Archer Trust 1,000
The Beatrice Laing Trust 1,500
The Bishop Radford Trust 2,000
The D'Oyly Carte 3,000
The Fyrish Foundation 10,000
The Grace Trust 1,000
The Henry Smith Charity 35,000
The Hobson Charity 6,000
The Joseph Rank Trust 12,500
Westhill Foundation 4,500
Total Grants Received 2023 168,000

We have also received continuous financial support from Caerphilly County Borough Council through a number of small grants and partnership working.

Reserves Policy

The Parish Trust keeps enough reserves to meet its basic operational costs for up to three months to mitigate against a major adverse financial event which would bring considerable risk to the charity. Operational costs would include salaries and associated overheads, and any bills that the charity is contracted to pay. The total reserves is currently kept at £43,000. This is an increase from £31,000 for the previous financial year owing to increased costs and higher inflation.

Forward Planning

In the last annual report, the Board committed to investing in strategy, personnel, and finance to secure the charity’s long term future. These items have been looked at in the usual course of business at Board Meetings, and these continue to be ongoing agenda items as the charity grows. Particular objectives that were agreed were as follows:

The negotiations to secure the freehold of St. Thomas’ Church failed in the first part of 2023, bringing an instability and risk to the charity’s future. After lengthy negotiations with the Church in Wales, a short term lease has been agreed which lasts until December 2024. The lease is deemed as one falling outside of the Landlord and Tenant Act 1954. The lease does not benefit from the statutory protections and rights granted to tenants under the Act and the charity does not have an automatic right to renew the lease at the end of the term. Therefore, the charity needs to seek alternative premises as a matter of urgency.

Staff were invested in during the course of 2023, as detailed earlier in this report. The charity is continuing with an ongoing programme of professional development and the implementation of a distributed leadership model which will strengthen the charity as it navigates the challenges that 2024 will bring.

The Reverend Dean Aaron Roberts, founder and Chair of Trustees of The Parish Trust was appointed in April 2023 as the charity’s first Chief Executive Officer. The process was conducted under open and fair recruitment procedures, and an additional process had to be followed to seek approval from the Charity Commission due to Rev. Roberts’ previous role as Chair of Trustees. The appointment was approved by the Charity Commission, and Rev. Roberts was able to take up the position after resigning from the Board of Trustees.

Staff have worked hard to ensure maximum advertisement of all of the services and opportunities at The Parish Trust. This has resulted in a number of beneficiaries becoming volunteers, and a number of volunteers becoming beneficiaries of the charity’s multiple services. We also have a number of families involved in the charity, with activities and opportunities suited to various age groups, which has been encouraging.

The charity made more use of sharing news on social media and on the charity website which is regularly maintained. It has not been able to network as much as anticipated but this is due to change as the CEO settles into the role and has more time to dedicate to networking and raising the charity’s profile. The charity has made use of PR services, especially regarding the situation of the charity’s operating base which has raised awareness of the charity’s work and its need to find a new venue.

In 2024, our goals will be:

Closing Remarks

As we reflect on the milestones and challenges of the past year, it is evident that our journey has been marked by resilience, growth, and a steadfast commitment to our mission of sowing faith, sharing hope, and showing love through our services. In 2023, we celebrated significant achievements that propelled us closer to realising our vision of a more enlivened and empowered community, driven by Christian values and principles.

Looking ahead to 2024, we're poised to embark on new endeavours and confront fresh challenges with the same spirit of resilience and determination. Securing a new HQ in the CF83 postcode area will not only provide us with a physical space but also symbolise a new chapter of growth and opportunity.

Expanding and streamlining our work will ensure that we remain agile and responsive to the evolving needs of our community. By enhancing our staffing structure and forging strategic partnerships, we'll further enhance our capacity to effect positive change and make a lasting impact.

As we strive for excellence in all that we do, we're guided by the timeless words of John 10:10, which reminds us that our Christian roots call us to offer and enable life in all its fulness to all whom we exist for. 2024 will be another year for The Parish Trust to sow faith, show hope, and show love to our beneficiaries whilst believing in these core values ourselves as we look to turn over a new page in the life of the charity, unfolding the next chapter of our journey as a growing and flourishing organisation.

Rev. Dean Aaron Roberts | Chief Executive Officer

A Word from the Chair of Trustees

We hope that our Annual Report has accurately told our unfolding story at The Parish Trust, both our achievements during 2023 and our financial position.

I was appointed the Chair in April 2023, having been the treasurer since the Charity was founded. I am very proud to be a part of the difference we have made in our community, led by our Chief Executive Officer, Rev Dean Roberts and an exceptional team of staff and volunteers. Our ethos is that our Christian organisation exists for all.

2023 was a very challenging year, as it became clear that we would be unable to purchase the freehold of St Thomas’ Church, our current building, which is owned by the Church in Wales.

A short-term lease has now been agreed, which gives some breathing space for us to relocate all of our operations. At the time of writing, a property in a suitable location has been found. To be able to deliver our services in the future, however, to grow, and continue to serve our beneficiaries, considerable building work is going to be required before we can move in. We will potentially have the huge challenge of finding temporary accommodation to be able to continue serving the needs of our community in the meantime.

As we go into 2024, with a clear vision and strategy for the future, and with a strong team, our goals are to continue to relieve poverty, reduce food waste, alleviate loneliness, and empower young people.

We continue to develop and strengthen our networking and to continue to identify gaps in need and provide support where needed in our community and surrounding areas.

We would like to give thanks to our funders and supporters, which we value greatly. We also appreciate the many partnerships and collaborations that help us to achieve our mission.

An aim is to also strengthen our board with dedicated people who, in particular, have legal and PR skills.

As a small but growing charity, we rely on our Trustees, whose give their skills, experience and time, alongside our team, led by Rev Dean, who make an enormous difference to the lives of so many. Thank you all so much for being part of our organisation.

Diane Brierley | Chair of Trustees

Compiled and edited on behalf of the Staff and Board of Trustees by Rev. Dean Aaron Roberts, Founder and Chief Executive Officer of The Parish Trust.

….....................................................................

Rev. Dean Aaron Roberts – Founder and Chief Executive Officer

Tuesday 16[th] April 2024

AND

Approved by order of the Board of Trustees and signed on its behalf by:

........................................................................ Mrs. Diane Brierley – Chair of Trustees

Tuesday 16[th] April 2024

INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF THE PARISH TRUST

Independent examiner's report to the trustees of The Parish Trust

I report to the charity trustees on my examination of the accounts of The Parish Trust (the Trust) for the year ended 31 December 2023.

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

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.

Michael Jones

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

Date: Tuesday 16[th] April 2024

STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 DECEMBER 2023

Unrestricted
funds
Notes
£
INCOME AND ENDOWMENTS FROM
Donations and legacies
32,154
Other trading activities
2
16,945
Total
49,099
EXPENDITURE ON
Charitable activities
Charitable Activities
132,127
NET INCOME/(EXPENDITURE)
(83,028)
Transfers between funds
8
9,529
Net movement in funds
(73,499)
RECONCILIATION OF FUNDS
Total funds brought forward
134,025
TOTAL FUNDS CARRIED FORWARD
60,526		 Restricted
funds
£
182,411
-
182,411
122,313
60,098
(9,529)
50,569
20,667
71,236		 2023
Total
funds
£
214,565
16,945
231,510
254,440
(22,930)
-
(22,930)
154,692
131,762		 2022
Total
funds
£
194,538
23,581
218,119
228,207
(10,088)
-
(10,088)
164,780
154,692

The notes form part of these financial statements

BALANCE SHEET 31 DECEMBER 2023

Unrestricted
funds
Notes
£
FIXED ASSETS
Tangible assets
5
28,898
CURRENT ASSETS
Debtors
6
2,669
Cash at bank and in hand
37,962
40,631
CREDITORS
Amounts falling due within one year
7
(9,003)
NET CURRENT ASSETS
31,628
TOTAL ASSETS LESS CURRENT LIABILITIES
60,526
NET ASSETS
60,526
FUNDS
8
Unrestricted funds
Restricted funds
TOTAL FUNDS		 Restricted
funds
£
-
-
71,236
71,236
-
71,236
71,236
71,236		 2023
Total
funds
£
28,898
2,669
109,198
111,867
(9,003)
102,864
131,762
131,762
60,526
71,236
131,762		 2022
Total
funds
£
64,286
3,357
89,984
93,341
(2,935)
90,406
154,692
154,692
134,025
20,667
154,692

The financial statements were approved by the Board of Trustees and authorised for issue on Tuesday 16[th] April 2024 and were signed on its behalf by:

.............................................

Mrs. Diane Brierley – Chair of Trustees

The notes form part of these financial statements

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2023

1. 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 (FRS 102) 'Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019)', Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland' and the Charities Act 2011. The financial statements have been prepared under the historical cost convention.

Income

Voluntary Income

All voluntary incoming resources are included in the Statement of Financial Activities when the charity is legally entitled to the income. The amounts can be measured reliably and it is probably that the income will be received.

Donations

Donations are accounted for gross when received. Donations are accounted for gross when received.

Grants

Grant income is included in the accounts in the year in which it is receivable.

Grants received for a specific purpose and subject to conditions specified by the donor are treated as restricted funds. Revenue grants are credited directly to the SoFA. Capital grants are released over the life of the assets in line with the depreciation policy.

Where grants are related to performance and specific deliverables, they are accounted for as the charity earns the right to consideration by its performance

Expenditure

Liabilities 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 basis and has been classified under headings that aggregate all cost related to the category. Where costs cannot be directly attributed to particular headings they have been allocated to activities on a basis consistent with the use of resources.

Tangible fixed assets

Depreciation is provided at the following annual rates in order to write off each asset over its estimated useful life.

Plant and machinery - 33% on cost
Fixtures and fittings - 33% on cost
Motor vehicles - 25% on cost
Computer equipment - 33% on cost

Fund accounting

Unrestricted funds 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. Restrictions arise when specified by the donor or when funds are raised for particular restricted purposes.

Further explanation of the nature and purpose of each fund is included in the notes to the financial statements.

Government grants

Grants are credited to deferred revenue. Grants towards capital expenditure are released to the profit and loss account over the useful life of the asset. Grants towards revenue expenditure are released to the profit and loss account as the related expenditure is incurred.

Debtors

Trade and other debtors are recognised at the settlement amount due after any trade discount offered. Prepayments are valued at the amount prepaid net of any trade discounts due.

NOTES TO THE FINANCIAL STATEMENTS - continued

FOR THE YEAR ENDED 31 DECEMBER 2023

1. ACCOUNTING POLICIES - continued

Cash at bank and in hand

Cash at bank and cash in hand includes cash and short term highly liquid investments with a short maturity of three months or less from the date of acquisition or opening of the deposit or similar account.

Creditors and provisions

Creditors and provisions are recognised where the charity has a present obligation resulting from a past event that will probably result in the transfer of funds to a third party and the amount due to settle the obligation can be measures or estimated reliably. Creditors and provisions are normally recognised at their settlement amount after allowing for any trade discounts due.

Financial instruments

The company has elected to apply the provisions of Section 11 'Basic Financial Instruments' and Section 12 'Other Financial Instruments Issues' of FRS 102 to all of its financial instruments.

Financial instruments are recognised in the company's balance sheet when the company becomes party to the contractual provisions of the instrument.

Financial assets and liabilities are offset, with the net amounts presented in the financial statements, when there is a legally enforceable right to set off the recognised amounts and there is an intention to settle on a net basis or to realise the asset and settle the liability simultaneously.

Hire purchase and Leasing agreements

Assets obtained under hire purchase contracts or finance leases are capitalised in the balance sheet. Those held under hire purchase contracts are depreciated over their estimated useful lives. Those held under finance leases are depreciated over their estimated useful lives or the lease term, whichever is shorter.

The interest element of these obligations is charged to profit or loss over the relevant period. The capital element of the future payments is treated as a liability.

Rentals paid under operating leases are charged to profit or loss on a straight line basis over the period of the lease.

Employee benefits

The charity provides a range of benefits to employees, paid holiday arrangements and defined benefit and defined contribution pension plans.

Short term benefits

Short term benefits, including holiday pay and other similar non-monetary benefits, are recognised as an expense in the period in which the service is received.

Functional and Presentational currency

The functional and presentational currency is £ sterling.

Going Concern

The trustees consider that there are no material uncertainties about the charity's ability to continue as a going concern.

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 DECEMBER 2023

2. OTHER TRADING ACTIVITIES

OTHER TRADING ACTIVITIES
2023 2022
£ £
Other income 16,945 23,581

3. TRUSTEES' REMUNERATION AND BENEFITS

There were no trustees' remuneration or other benefits for the year ended 31 December 2023 nor for the year ended 31 December 2022.

Trustees' expenses

There were no trustees' expenses paid for the year ended 31 December 2023 nor for the year ended 31 December 2022.

4. COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES

Unrestricted
funds
£
INCOME AND ENDOWMENTS FROM
Donations and legacies
82,553
Other trading activities
23,581
Total
106,134
EXPENDITURE ON
Charitable activities
Charitable Activities
124,486
NET INCOME/(EXPENDITURE)
(18,352)
Transfers between funds
21,111
Net movement in funds
2,759
RECONCILIATION OF FUNDS
Total funds brought forward
131,265
TOTAL FUNDS CARRIED FORWARD
134,024		 Restricted
funds
£
111,985
-
111,985
103,721
8,264
(21,111)
(12,847)
33,515
20,668		 Total
funds
£
194,538
23,581
218,119
228,207
(10,088)
-
(10,088)
164,780
154,692

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 DECEMBER 2023

5. TANGIBLE FIXED ASSETS

Fixtures
Plant and
and
machinery
fittings
£
£
COST
At 1 January 2023
44,257
45,047
Additions
2,599
10,746
At 31 December 2023
46,856
55,793
DEPRECIATION
At 1 January 2023
27,285
27,952
Charge for year
17,097
15,034
At 31 December 2023
44,382
42,986
NET BOOK VALUE
At 31 December 2023
2,474
12,807
At 31 December 2022
16,972
17,095
6.
DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
Trade debtors
7.
CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
Trade creditors
Other creditors		 Motor
Computer
vehicles
equipment
£
£
37,800
25,944
-
1,017
37,800
26,961
21,609
11,916
9,141
8,478
30,750
20,394
7,050
6,567
16,191
14,028
2023
£
2,669
2023
£
6,315
2,688
9,003		 Totals
£
153,048
14,362
167,410
88,762
49,750
138,512
28,898
64,286
2022
£
3,357
2022
£
(2)
2,937
2,935

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 DECEMBER 2023

8. MOVEMENT IN FUNDS

Unrestricted funds
General fund
Churches Expense Fund (Designated Fund)
Community Fund Grant
Postcode Community Trust 2021
Reserve Fund
Restricted funds
Community Fund Grant
Moondance
Postcode Community Trust 2021
Community Matters National Grid
The Henry Smith Charity 2023
Principality Building Society's Future Gen 2023
The D-Oyly Carte 2023
National Grid 2023
CCBC Warm Spaces Claim
Children in Need
Millennium Stadium Charitable Trust
Principality & CF Wales Cost of Living
The Fyrish Foundation
The Hobson Charity
Benefact Trust
CCBC Welsh Church Fund
Savoy Educational Trust
TOTAL FUNDS		 At 1.1.23
£
133,115
1,696
(5,850)
5,064
-
134,025
5,850
12,676
(5,075)
7,216
-
-
-
-
-
-
-
-
-
-
-
-
-
20,667
154,692		 Net
movement
in funds
£
(80,662)
(2,366)
-
-
-
(83,028)
-
(3,855)
-
(4,902)
8,673
3,891
1,915
3,009
1,440
16,301
971
4,720
5,710
4,822
5,945
5,000
6,458
60,098
(22,930)		 Transfers
between
funds
£
(22,927)
670
5,850
(5,064)
31,000
9,529
(5,850)
-
5,075
(2,314)
-
-
-
-
(1,440)
-
-
-
-
-
-
(5,000)
-
(9,529)
-		 At
31.12.23
£
29,526
-
-
-
31,000
60,526
-
8,821
-
-
8,673
3,891
1,915
3,009
-
16,301
971
4,720
5,710
4,822
5,945
-
6,458
71,236
131,762

NOTES TO THE FINANCIAL STATEMENTS - continued

FOR THE YEAR ENDED 31 DECEMBER 2023

8. MOVEMENT IN FUNDS - continued

Net movement in funds, included in the above are as follows:

Unrestricted funds
General fund
Churches Expense Fund (Designated Fund)
Restricted funds
Moondance
CCBC Household Support Social Fund 2022
Community Matters National Grid
Joseph Rank Trust
The Henry Smith Charity 2023
Principality Building Society's Future Gen 2023
The D-Oyly Carte 2023
National Grid 2023
Westhill Foundation
CCBC National Play Day Small Grants
CCBC Warm Spaces Claim
Gwendoline & Margaret Davies Charity
Gwent High Sheriff Fund
Julia & Hans Rausing
M & G Community Fund
Making a Difference
Prince of Wales Charitable Foundation
Souter Charitable Trust
The Archer Trust
The Beatrice Laing Trust
The Bishop Radford Trust
The Grace Trust
Caerphilly Food Network
Children in Need
Millennium Stadium Charitable Trust
Principality & CF Wales Cost of Living
The Fyrish Foundation
The Hobson Charity
Benefact Trust
Direct Food Supply Fund
CCBC Welsh Church Fund
Savoy Educational Trust
TOTAL FUNDS		 Incoming
resources
£
45,257
3,842
49,099
-
1,500
-
12,500
35,000
10,000
3,000
7,700
4,500
250
3,533
2,000
5,000
10,000
4,000
882
2,000
3,000
1,000
1,500
2,000
1,000
2,129
23,801
2,059
5,000
10,000
6,000
9,600
1,999
5,000
6,458
182,411
231,510		 Resources
Movement
expended
in funds
£
£
(125,919)
(80,662)
(6,208)
(2,366)
(132,127)
(83,028)
(3,855)
(3,855)
(1,500)
-
(4,902)
(4,902)
(12,500)
-
(26,327)
8,673
(6,109)
3,891
(1,085)
1,915
(4,691)
3,009
(4,500)
-
(250)
-
(2,093)
1,440
(2,000)
-
(5,000)
-
(10,000)
-
(4,000)
-
(882)
-
(2,000)
-
(3,000)
-
(1,000)
-
(1,500)
-
(2,000)
-
(1,000)
-
(2,129)
-
(7,500)
16,301
(1,088)
971
(280)
4,720
(4,290)
5,710
(1,178)
4,822
(3,655)
5,945
(1,999)
-
-
5,000
-
6,458
(122,313)
60,098
(254,440)
(22,930)

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 DECEMBER 2023

8. MOVEMENT IN FUNDS - continued

Comparatives for movement in funds

Unrestricted funds
General fund
Churches Expense Fund (Designated Fund)
GVCE Ltd
Viridor
Community Fund Grant
Postcode Community Trust 2021
Restricted funds
Community Fund Grant
Rehoboth Trust Grant
Welsh Water Grant
GAVO VSRF
Moondance
WCVA Gov VSEF Grant
Access to Health
Rank Foundation
Postcode Community Trust 2021
GAVO-CCBC HWB Fund 2021
CCBC contribution Spend Q1
Community Matters National Grid
TOTAL FUNDS		 At 1.1.22
£
111,702
2,499
9,000
3,000
-
5,064
131,265
5,850
2,000
200
3,000
-
3,965
10,000
2,500
-
6,000
-
-
33,515
164,780		 Net
movement
in funds
£
(198)
(303)
(9,000)
(3,000)
(5,850)
-
(18,351)
2,326
-
(200)
(3,000)
12,675
(495)
(10,000)
(2,500)
(5,075)
(6,000)
10,532
10,000
8,263
(10,088)		 Transfers
between
funds
£
21,611
(500)
-
-
-
-
21,111
(2,326)
(2,000)
-
-
-
(3,469)
-
-
-
-
(10,532)
(2,784)
(21,111)
-		 At
31.12.22
£
133,115
1,696
-
-
(5,850)
5,064
134,025
5,850
-
-
-
12,675
1
-
-
(5,075)
-
-
7,216
20,667
154,692

NOTES TO THE FINANCIAL STATEMENTS - continued

FOR THE YEAR ENDED 31 DECEMBER 2023

8. MOVEMENT IN FUNDS - continued

Comparative net movement in funds, included in the above are as follows:

Unrestricted funds
General fund
Churches Expense Fund (Designated Fund)
GVCE Ltd
Viridor
Community Fund Grant
Restricted funds
Community Fund Grant
Welsh Water Grant
GAVO VSRF
Moondance
WCVA Gov VSEF Grant
Access to Health
Rank Foundation
Postcode Community Trust 2021
GAVO-CCBC HWB Fund 2021
Arnold Clark Community Fund 2022
CCBC Household Support Social Fund 2022
Isolation & Loneliness Grant
CCBC contribution Spend Q1
Barnabas Trust 2022
Souter Charitable Trust
McCarthy & Stone
Marsh Christian Fund
Garfield Weston
CRCF Wales (Comic Relief & GAVO)
Community Matters National Grid
CCBC Contribution Summer of Fun
TOTAL FUNDS		 Incoming
resources
£
90,106
9,577
3,000
3,451
-
106,134
10,000
-
-
12,675
2,001
3,001
-
-
-
2,500
1,000
3,000
17,344
1,500
3,000
5,000
500
25,000
4,999
10,000
10,465
111,985
218,119		 Resources
Movement
expended
in funds
£
£
(90,304)
(198)
(9,880)
(303)
(12,000)
(9,000)
(6,451)
(3,000)
(5,850)
(5,850)
(124,485)
(18,351)
(7,674)
2,326
(200)
(200)
(3,000)
(3,000)
-
12,675
(2,496)
(495)
(13,001)
(10,000)
(2,500)
(2,500)
(5,075)
(5,075)
(6,000)
(6,000)
(2,500)
-
(1,000)
-
(3,000)
-
(6,812)
10,532
(1,500)
-
(3,000)
-
(5,000)
-
(500)
-
(25,000)
-
(4,999)
-
-
10,000
(10,465)
-
(103,722)
8,263
(228,207)
(10,088)

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 DECEMBER 2023

8. MOVEMENT IN FUNDS - continued

A current year 12 months and prior year 12 months combined position is as follows:

Unrestricted funds
General fund
Churches Expense Fund (Designated Fund)
GVCE Ltd
Viridor
Community Fund Grant
Postcode Community Trust 2021
Reserve Fund
Restricted funds
Community Fund Grant
Rehoboth Trust Grant
Welsh Water Grant
GAVO VSRF
Moondance
WCVA Gov VSEF Grant
Access to Health
Rank Foundation
Postcode Community Trust 2021
GAVO-CCBC HWB Fund 2021
CCBC contribution Spend Q1
Community Matters National Grid
The Henry Smith Charity 2023
Principality Building Society's Future Gen 2023
The D’Oyly Carte 2023
National Grid 2023
CCBC Warm Spaces Claim
Children in Need
Millennium Stadium Charitable Trust
Principality & CF Wales Cost of Living
The Fyrish Foundation
The Hobson Charity
Benefact Trust
CCBC Welsh Church Fund
Savoy Educational Trust
TOTAL FUNDS		 At 1.1.22
£
111,702
2,499
9,000
3,000
-
5,064
-
131,265
5,850
2,000
200
3,000
-
3,965
10,000
2,500
-
6,000
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
33,515
164,780		 Net
movement
in funds
£
(80,860)
(2,669)
(9,000)
(3,000)
(5,850)
-
-
(101,379)
2,326
-
(200)
(3,000)
8,820
(495)
(10,000)
(2,500)
(5,075)
(6,000)
10,532
5,098
8,673
3,891
1,915
3,009
1,440
16,301
971
4,720
5,710
4,822
5,945
5,000
6,458
68,361
(33,018)		 Transfers
between
funds
£
(1,316)
170
-
-
5,850
(5,064)
31,000
30,640
(8,176)
(2,000)
-
-
-
(3,469)
-
-
5,075
-
(10,532)
(5,098)
-
-
-
-
(1,440)
-
-
-
-
-
-
(5,000)
-
(30,640)
-		 At
31.12.23
£
29,526
-
-
-
-
-
31,000
60,526
-
-
-
-
8,820
1
-
-
-
-
-
-
8,673
3,891
1,915
3,009
-
16,301
971
4,720
5,710
4,822
5,945
-
6,458
71,236
131,762

NOTES TO THE FINANCIAL STATEMENTS - continued

FOR THE YEAR ENDED 31 DECEMBER 2023

8. MOVEMENT IN FUNDS - continued

A current year 12 months and prior year 12 months combined net movement in funds, included in the above are as follows:

Unrestricted funds
General fund
Churches Expense Fund (Designated Fund)
GVCE Ltd
Viridor
Community Fund Grant
Restricted funds
Community Fund Grant
Welsh Water Grant
GAVO VSRF
Moondance
WCVA Gov VSEF Grant
Access to Health
Rank Foundation
Postcode Community Trust 2021
GAVO-CCBC HWB Fund 2021
Arnold Clark Community Fund 2022
CCBC Household Support Social Fund 2022
Isolation & Loneliness Grant
CCBC contribution Spend Q1
Barnabas Trust 2022
Souter Charitable Trust
McCarthy & Stone
Marsh Christian Fund
Garfield Weston
CRCF Wales (Comic Relief & GAVO)
Community Matters National Grid
Joseph Rank Trust
CCBC Contribution Summer of Fun
The Henry Smith Charity 2023
Principality Building Society's Future Gen 2023
The D’Oyly Carte 2023
National Grid 2023
Westhill Foundation
CCBC National Play Day Small Grants
CCBC Warm Spaces Claim
Gwendoline & Margaret Davies Charity
Gwent High Sheriff Fund
Julia & Hans Rausing
M & G Community Fund
Making a Difference
Prince of Wales Charitable Foundation
Souter Charitable Trust
The Archer Trust
The Beatrice Laing Trust
The Bishop Radford Trust
The Grace Trust
Caerphilly Food Network
Children in Need
Millennium Stadium Charitable Trust
Principality & CF Wales Cost of Living
The Fyrish Foundation		 Incoming
resources
£
135,363
13,419
3,000
3,451
-
155,233
10,000
-
-
12,675
2,001
3,001
-
-
-
2,500
2,500
3,000
17,344
1,500
3,000
5,000
500
25,000
4,999
10,000
12,500
10,465
35,000
10,000
3,000
7,700
4,500
250
3,533
2,000
5,000
10,000
4,000
882
2,000
3,000
1,000
1,500
2,000
1,000
2,129
23,801
2,059
5,000
10,000		 Resources
Movement
expended
in funds
£
£
(216,223)
(80,860)
(16,088)
(2,669)
(12,000)
(9,000)
(6,451)
(3,000)
(5,850)
(5,850)
(256,612)
(101,379)
(7,674)
2,326
(200)
(200)
(3,000)
(3,000)
(3,855)
8,820
(2,496)
(495)
(13,001)
(10,000)
(2,500)
(2,500)
(5,075)
(5,075)
(6,000)
(6,000)
(2,500)
-
(2,500)
-
(3,000)
-
(6,812)
10,532
(1,500)
-
(3,000)
-
(5,000)
-
(500)
-
(25,000)
-
(4,999)
-
(4,902)
5,098
(12,500)
-
(10,465)
-
(26,327)
8,673
(6,109)
3,891
(1,085)
1,915
(4,691)
3,009
(4,500)
-
(250)
-
(2,093)
1,440
(2,000)
-
(5,000)
-
(10,000)
-
(4,000)
-
(882)
-
(2,000)
-
(3,000)
-
(1,000)
-
(1,500)
-
(2,000)
-
(1,000)
-
(2,129)
-
(7,500)
16,301
(1,088)
971
(280)
4,720
(4,290)
5,710

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 DECEMBER 2023

8. MOVEMENT IN FUNDS - continued

The Hobson Charity
Benefact Trust
Direct Food Supply Fund
CCBC Welsh Church Fund
Savoy Educational Trust
TOTAL FUNDS		 6,000
9,600
1,999
5,000
6,458
294,396
449,629		 (1,178)
(3,655)
(1,999)
-
-
(226,035)
(482,647)		 4,822
5,945
-
5,000
6,458
68,361
(33,018)

9. RELATED PARTY DISCLOSURES

There were no related party transactions for the year ended 31 December 2023.

DETAILED STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 DECEMBER 2023

INCOME AND ENDOWMENTS
Donations and legacies
Gifts
Donations
Gift aid
Grants
Fundraising income
Other trading activities
Other income
Total incoming resources
EXPENDITURE
Charitable activities
Salaries, Training & Expenses
Core Costs
Insurance
Utilities
Telephone
Advertising
Repairs and maintenance
Licences and subscriptions
Staff expenses (inc Travel)
Training
Core Costs - ICT & Electrical
Office Fixtures & Fittings
Motor Vehicle Expense
Accountancy
Churches expense fund
Consumables
Courses
Postage
Printing and Stationery
Security
Shop
Projects - Tommy's Tots
Projects - Caffi Caredig
Projects - Youth & Children
Projects - Community choir
Projects - Community garden
Projects - Craft club
Projects - The CARE project
Projects - The lunch club
Support costs
Management
Fees & Other Charges		 2023
£
-
22,343
1,777
189,653
792
214,565
16,945
231,510
111,617
29,625
2,657
6,847
1,681
1,048
35
8,440
389
2,183
8,622
2,145
5,158
3,048
5,715
606
24
57
781
326
-
1,256
1,252
2,290
1,984
39
-
5,705
236
203,766
924		 2022
£
(1)
48,749
4,308
140,294
1,188
194,538
23,581
218,119
76,032
21,015
2,495
4,849
1,380
1,325
5,417
4,931
91
1,535
19,889
5,417
7,875
2,502
10,375
542
195
91
798
578
119
128
263
6,706
3,704
128
258
1,109
834
180,581
1,844

The notes form part of these financial statements

DETAILED STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 DECEMBER 2023

Management
Other
Plant and machinery
Fixtures and fittings
Motor vehicles
Computer equipment
Total resources expended
Net expenditure		 2023
£
17,264
15,034
9,141
8,311
49,750
254,440
(22,930)		 2022
£
12,804
15,280
9,370
8,328
45,782
228,207
(10,088)

The notes form part of these financial statements