2025-03-31-accounts - Swansea Parent Carer Forum

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Trustees’ Annual Report for the period

From 1/4/2024 Period start date To 31/3/2025 Period end date

Charity name: Swansea Parent Carer Forum

Charity registration number: 1189730

Objectives and Activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	To relieve the needs of disabled children of all ages. 1. The provision and opportunities for parent carers to influence the decisions that affect their families and to contribute to developing services that meet the need of their families. 2. The provision of advice and support to parent carers via workshops and other means to uniform and empower about the services and issues that affect them and their families.
Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts.	Para 1.17 and 1.19	Our Purpose – We are an independent organisation whose purpose is:- ● To strategically influence change by co-producing services for disabled children, young people and adults and their families. ● To enable disabled children, young people and adults and their families to have a voice at the centre of decision making. ● To reflect the diversity of our

		communities. ● To take a rights-based approach and empower our community.
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	As a charity we have regard to the Charity Commission’s public benefit guidance. Trustees make decisions to ensure the charity’s purpose provides benefit to our membership. We also make decisions to manage risks of detriment or harm to our membership and partners that might result from carrying out its purpose. We are a member of and work with Swansea Council for Voluntary Service who provide training and guidance on good governance.

Additional information (optional) You may choose to include further statements where relevant about:

	SORP reference
Policy on grant making	Para 1.38
Policy on social investment including program related investment	Para 1.38
Contribution made by volunteers	Para 1.38	Trustees also volunteer for the Forum. The Forum has a large parent carer membership with support from members at coffee mornings, workshops and events.

Other

Achievements and Performance

	SORP reference
Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole.	Para 1.20	● We co-produce and co-design servic es that meet the needs of disabled children of all ages and their families e.g. Additional Learning Needs Implementation, Direct Payments and Carers Needs Assessments improving services to meet needs of parent carers. ● We develop and empower our membership to have a strong collective voice and to influence positive change by providing a constructive channel of communication between parent carers and strategic partners. We achieve this through sitting on working groups with the Local Authority, Health Board and West Glamorgan Regional Partnership. ● Arranging and hosting training workshops and coffee mornings for parent carers. ● We published the results of our second Big Survey of members. ● We listen and feed the voice of parent carers in Swansea into decision making. ● We collaborate with the Regional Partnership Board and its transformation team. ● We also contribute to Welsh Government consultations and

various Steering Groups.

Additional information (optional) You may choose to include further statements where relevant about:

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Achievements against
objectives set Para 1.41
Performance of fundraising
activities against objectives
set Para 1.41
Investment performance
against objectives Para 1.41
Other
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Financial Review

Review of the charity’s financial position at the end of the period	Para 1.21	As at 31/3/2025 we held £33,813
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	●SPCF intends to spend all its (unrestricted) funds received in any given year on supporting the aims and objectives of the charity. ●We wish to be prudent, however, and have set a reserve in order to ensure SPCF has funds available for emergencies, unforeseen opportunities etc. ●This reserve can be used for any agreed purpose the trustees see fit, in order to fulfil the charity’s continued operation and support for its members, and the wider parent carer community. ●SPCF is setting aside 5% of the unrestricted funds This reserves policy shall be regularly reviewed and monitored in order to ensure it continues to meet the needs of SPCF, taking into account changes in funding, the local landscape, membership etc and at least annually the review will be minuted.
Amount of reserves held	Para 1.22	£3,750
Reasons for holding zero reserves	Para 1.22	n/a
Details of fund materially in deficit	Para 1.24	n/a
Explanation of any uncertainties about the charity continuing as a going concern	Para 1.23	n/a

Additional information (optional) You may choose to include further statements where relevant about:

● Grant from Swansea Local authority

The charity’s principal sources of funds (including any fundraising)	Para 1.47	3 independent grants ●National Lottery Community Fund – Information packs ●Waterloo Foundation – Coffee mornings ●True Colours Trust – IT equipment
Investment policy and objectives including any social investment policy adopted	Para 1.46
A description of the principal risks facing the charity	Para 1.46
Other

Structure, Governance and Management

Description of charity’s trusts:
Type of governing document (trust deed, royal charter)	Para 1.25	Constitution
How is the charity constituted? (e.g unincorporated association, CIO)	Para 1.25	Charitable Incorporated Organisation (Foundation Model)
Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees	Para 1.25	1. There must be at least three charity trustees and every charity trustee must be a resident of Swansea and must be a parent or carer of a person of any age with a disability. 2. Apart from the first charity trustees, every trustee must be appointed by a resolution passed at a properly convened meeting of the charity trustees. In selecting individuals for appointment as charity trustees, the charity trustees must have regard to the skills, knowledge and experience needed for the effective administration of the CIO.
Additional information (optional) You may choose to include further statements where relevant about:
Policies and procedures adopted for the induction and training of trustees	Para 1.51	Volunteer policies and procedures have been updated during 2024-5. A trustee now attends Swansea Volunteering Forum run by SCVS
The charity’s organisational structure and any wider network with which the charity works	Para 1.51

Relationship with any related parties Para 1.51 Other

Reference and Administrative details

Charity name	Swansea Parent carer Forum
Other name the charity uses	SwanseaPCF
Registered charity number	1189730
Charity’s principal address	17 Cwrt Clos Y Carne Gorseinon SwanseaSA4 4NF

Names of the charity trustees who manage the charity

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20	Trustee name	Office (if any)	Dates acted if not for whole year	Nam e of pers on (or body ) entitl ed to appo int trust ee (if any)
	Joanann Phillips	Chair
	Chris Law	Treasurer
	Ishbel Hansen	Secretary

– Corporate trustees names of the directors at the date the report was approved

Director name

Name of trustees holding title to property belonging to the charity

Trustee name Dates acted if not for whole year

Description of the assets held in this capacity

Funds held as custodian trustees on behalf of others

Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects

Details of arrangements for safe custody and segregation of such assets from the charity’s own assets

Additional information (optional) Names and addresses of advisers (Optional information)

	Names and addresses of advisers (Optional information)	Names and addresses of advisers (Optional information)	Names and addresses of advisers (Optional information)
	Type of adviser Name Address




	Name of chief executive or names of senior staff members (Optional information)

Exemptions from disclosure

Reason for non-disclosure of key personnel details

Other optional information

Declarations

The trustees declare that they have approved the trustees’ report above.

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Signed on behalf of the charity’s trustees
Signature(s)
Jo Phillips
Full name(s) Chris Law
Position (eg Treasurer Chair
Secretary, Chair, etc)
Date
28/4/2025
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`CHARITY COMMISSION`	`CHARITY COMMISSION`	`CHARITY COMMISSION`	`CHARITY COMMISSION`	`SWANSEA`	`SWANSEA`	`PARENT CARER FORUM`	`PARENT CARER FORUM`	`PARENT CARER FORUM`		`1189730`
`FOR ENGLAND`		`AND WALES`
				`Receipts and`				`payments accounts`			`CC16a`
				`For the period` `from`			`01/04/2024`		`To`	`31/03/2025`
`Section A Receipts`			`and payments`
				`Unrestricted` `funds`			`Restricted` `funds`		`Endowment` `funds`	`Total funds`	`Last year`
				`to the nearest` `£`			`to the nearest £`		`to the nearest £`	`to the nearest £`	`to the nearest £`
`A1 Receipts`
`LA`					`82,000`					`82,000`	`75,000`
`Donations`											`35`
`National Lottery Community Fund`						`-`		`4,120`		`4,120`
`Local Giving`						`-`					`500`
`Austin Bailey`						`-`					`1,000`
`Waterloo Foundation`						`-`		`760`		`760`
`True Colours Trust`								`2,307`		`2,307`
`Other`						`2,006`				`2,006`
						`-`
`Sub total (Gross income for` `AR)`					`84,006`			`7,187`		`91,193`	`76,535`
`A2 Asset and investment sales,`
`(see table).`
						`-`
		`Sub total`				`-`
	`Total receipts`				`84,0061`				`[`	`^91^193j`	`\|__^^6j5^`
`A3 Payments`
`Information packs`						`-`		`4,111`		`4,111`
`Celebration Event`					`26,169`					`26,169`	`4,139`
`Insurance`						`172`				`172`	`254`
`Stationery & Consumables`						`740`				`740`	`472`
`Coffee morning project`								`400`		`400`	`2,662`
`SCVS`					`40,603`					`40,603`	`40,603`
`Action for Children`						`7,500`				`7,500`	`7,500`
`Survey`						`800`				`800`
`Training`						`280`				`280`
`Storage`						`314`				`314`
`Other`						`5,332`				`5,332`	`3,923`
`Workshops`						`1,318`		`117`		`1,435`	`1,638`
		`Sub total \`			`83,228`			`4,628`		`87,856`	`61,191`
`A4 Asset and investment`
`purchases, (see table)`
`Equipment`						`102`			`-`	`102`
						`-`			`-`	`-`
		`Sub total`				`102`			`-`	`102`
`Total payments`						`[`	`*^6281`		`[`	`J7j958j`	`\|^_^_^61J91J`
`Net of receipts/(payments)`						`676`		`2.559`		`3,235`	`15,344`
`AS Transfers between`		`funds`
`A6 Cash funds last year end`					`30,142`			`436`		`30,578`	`15,234`
`Cash funds`	`this`	`year`	`end`		`30,818`			`2,995`		`33,813`	`30,578`

Section B Statement of assets and liabilities at the end of the period Calegorie5 Details funds to n•Ar••t£ nds to nw•reBt£ B1 C••h lund• W14 1995 Unrnthct•d Reltrlctod funthi Endowm•nl lund• to nMrn•t£ Oetails to M•r••t£ Fund tOTlh ¢wv•ry¢v4fu• on D¢t•ll¥ ¢oBtlopUor 83 Inv••tment ••••t• CuTh•rtv&u• Detallj B4 A¥••l• r•taln•d lor th• eh•rW• own u•• 1,152 Fundlo ¥ildEh Amourrtdu• Detalls 86 Llabllltlo• SvJneil by ortsv t4haWol all thg tnM*es Dat• of val Chris Law CCXX R2 ISSI 1W1(W202S

CHARITY COMMISSION FOR ENGIAND AND WALES Independent examlnerfs report on the accounts Section A Independent Examiner's Report R•port to the trusta On accounts for the ar •ndad "M aoa Charlty no (M any) 1189730 Sot out on pa9•• ItrIA(lIt.r lo inclutsp. Ihe ptl9e ll¥mb•rs of aLldilionai $hpels1 I report to the trustees on my examinatlon of the accounts of the above ¢harlty TNsf) for the ended & 1031iii>S A8 charltys trust885, you are responslble for the preparatlon of the accounts In ac(xYdance wlth the requlrem8nts of the Charllies Act 2011 (Ihe Acr). Re8pon•lbllltlo8 and basls of report I report In respec of my examlnallon of the TTusfs accounts carrfed out under s8dlon 145 of the 2011 Act and In carrylng out my examinatlon, I have followed all th8 appllcable Dkectlons glven by the Charlty CommS88lon under 8e(kn 14qSXb) of th8 A Ind•p•nd•nt oxamln•rf• •tstsmont I have completed my examlnation. I confim that no materlal matters hava come to my attentlon In connectlon with the examln8tEon (other than that dl8dosed below.) vthich grves rne cause to b8118ve that In, any materfal the accountlng records not ke0 In accordance wfth sectlon 130 of the Charitles Act; or ac¢xunts did nol accord wlth the accounllng record8; or the acMunts dld not oynply with the appllcable requlrements Concernlng th8 forni and content of accounts set out In the Charttles (Accnunts and Reports) Ragulallons 2008 other than any requlrement thal the accounts give a true and falrf vlew Is not a matter consklered as part of an ind8pend8nt examlnatlon. I have concems armd h&e come am$ no od)8r matters In cannectlon wlth the examlnatlon to *thlch attentlon should be dravm Sn thls report In order to enable a woper understarKlirKJ of the acnts to be reached. . Please d81818 the In the brackets If they do nol apply. 31gned: Ilolic)l?£ Nam•: )Ar4 IÉL P£(ULi Relwant profe•slonal quallfi¢atlon($) or body IER Oct 2018

(If any): Addross: g PLACE Section B Disclosure Only comp18te rf the examlner needs to highlight material mattèrs of conc8m {se8 CC32, Independent examination of Gharity accounts: dlrectlon8 and guldancè ft)r examlners). Glv• here brlof detalls of any Items that the examlner wlshes to dlKIo80. IER Oct 2018

`CHARITY COMMISSION`	`CHARITY COMMISSION`	`CHARITY COMMISSION`	`CHARITY COMMISSION`	`SWANSEA`	`SWANSEA`	`PARENT CARER FORUM`	`PARENT CARER FORUM`	`PARENT CARER FORUM`		`1189730`
`FOR ENGLAND`		`AND WALES`
				`Receipts and`				`payments accounts`			`CC16a`
				`For the period` `from`			`01/04/2024`		`To`	`31/03/2025`
`Section A Receipts`			`and payments`
				`Unrestricted` `funds`			`Restricted` `funds`		`Endowment` `funds`	`Total funds`	`Last year`
				`to the nearest` `£`			`to the nearest £`		`to the nearest £`	`to the nearest £`	`to the nearest £`
`A1 Receipts`
`LA`					`82,000`					`82,000`	`75,000`
`Donations`											`35`
`National Lottery Community Fund`						`-`		`4,120`		`4,120`
`Local Giving`						`-`					`500`
`Austin Bailey`						`-`					`1,000`
`Waterloo Foundation`						`-`		`760`		`760`
`True Colours Trust`								`2,307`		`2,307`
`Other`						`2,006`				`2,006`
						`-`
`Sub total (Gross income for` `AR)`					`84,006`			`7,187`		`91,193`	`76,535`
`A2 Asset and investment sales,`
`(see table).`
						`-`
		`Sub total`				`-`
	`Total receipts`				`84,0061`				`[`	`^91^193j`	`\|__^^6j5^`
`A3 Payments`
`Information packs`						`-`		`4,111`		`4,111`
`Celebration Event`					`26,169`					`26,169`	`4,139`
`Insurance`						`172`				`172`	`254`
`Stationery & Consumables`						`740`				`740`	`472`
`Coffee morning project`								`400`		`400`	`2,662`
`SCVS`					`40,603`					`40,603`	`40,603`
`Action for Children`						`7,500`				`7,500`	`7,500`
`Survey`						`800`				`800`
`Training`						`280`				`280`
`Storage`						`314`				`314`
`Other`						`5,332`				`5,332`	`3,923`
`Workshops`						`1,318`		`117`		`1,435`	`1,638`
		`Sub total \`			`83,228`			`4,628`		`87,856`	`61,191`
`A4 Asset and investment`
`purchases, (see table)`
`Equipment`						`102`			`-`	`102`
						`-`			`-`	`-`
		`Sub total`				`102`			`-`	`102`
`Total payments`						`[`	`*^6281`		`[`	`J7j958j`	`\|^_^_^61J91J`
`Net of receipts/(payments)`						`676`		`2.559`		`3,235`	`15,344`
`AS Transfers between`		`funds`
`A6 Cash funds last year end`					`30,142`			`436`		`30,578`	`15,234`
`Cash funds`	`this`	`year`	`end`		`30,818`			`2,995`		`33,813`	`30,578`