## **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: **----- Start of picture text -----**
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
**----- End of picture text -----**
## **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.** **----- Start of picture text -----**
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
**----- End of picture text -----**
|`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 tOT*l*h ¢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•• I￿trIA(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 ac￿￿nts 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`| 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 tOT*l*h ¢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•• I￿trIA(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 ac￿￿nts 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