Trustees' Annual Report for the period
Period start date Period end date Day Month Year Day Month Year 01 04 2024 To 31 03 2025
From
Section A Reference and administration details
Charity name Mindset Vitality Other names charity is known by Registered charity number (if any) 1198750 Charity's principal address 4 St Mary’s Rd, Ynysmeudwy Pontardawe Neath Port Talbot Postcode SA8 4QH
Names of the charity trustees who manage the charity
Dates acted if not for whole Name of person (or body) entitled Trustee name Office (if any) year to appoint trustee (if any) 1 Fiona Macloed 2 Sian Jackson 3 4 5 6 7 8 9 10 11 12 13 14 15
Names of the trustees for the charity, if any, (for example, any custodian trustees)
Name Dates acted if not for whole year
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Names and addresses of advisers (Optional information) Type of adviser Name Address Name of chief executive or names of senior staff members (Optional information)
Section B Structure, governance and management
Description of the charity’s trusts
Type of governing document Constitution (eg. trust deed, constitution)
How the charity is constituted CIO (eg. trust, association, company)
Trustee selection methods Appointed by founder/director/volunteer (eg. appointed by, elected by)
Additional governance issues (Optional information)
You may choose to include additional information, where relevant, about:
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policies and procedures adopted for the induction and training of trustees;
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the charity’s organisational structure and any wider network with which the charity works;
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relationship with any related parties;
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trustees’ consideration of major risks and the system and procedures to manage them.
Section C Objectives and activities
The relief of bereaved people in South Wales by providing emotional support, counselling and psychoeducation. Summary of the objects of the charity set out in its governing document
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Promoting, setting up, and hosting a Bereavement Friendship Group in Pontardawe, Neath, and Swansea. Recruiting volunteers to co-host the group and help with developing our social media. Building networks with potential referrers.
Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)
Additional details of objectives and activities (Optional information)
You may choose to include further statements, where relevant, about:
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policy on grantmaking;
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policy programme related investment;
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contribution made by volunteers.
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Section D Achievements and performance
Summary of the main A new Bereavement Friendship group was started in Swansea, in St achievements of the charity Mary’s Minister in the town centre. It has now been running for over a during the year year.
The Pontardawe group moved to a more comfortable and cheaper location in the Wellbeing Hub.
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Section E Financial review
Brief statement of the We keep enough money to finance our 3 groups for 12 weeks (6 monts).
charity’s policy on reserves
Details of any funds materially in deficit
Further financial review details (Optional information)
You may choose to include additional information, where relevant about:
- the charity’s principal sources of funds (including any fundraising);
Our source of funds is from grants that are used to run the groups without requiring any payment from attendees.
We received a bursary from Swansea University to pay an intern to gain experience with our charity.
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how expenditure has supported the key objectives of the charity;
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investment policy and objectives including any ethical investment policy adopted.
Section F Other optional information
Section G Declaration
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s)
Full name(s) Fiona Macleod Sian Jackson Position (eg Secretary, Chair, Chair Trustee etc) Date 31.01.2026
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Charity Name No (if any) Mindset Vitality Receipts and payments accounts
CC16a
For the period Period start date Period end date To from 01.04.2024 31.03.2025
Section A Receipts and payments
| Section A Receipts and payments | ||||
|---|---|---|---|---|
| A1 Receipts Bursaryfrom Swansea University - Grants & Donations 3,443 - - - - - - 3,443 - - Sub total - Total receipts 3,443 A3 Payments - - - - - - - - - Sub total 7,577 - - Sub total - Total payments 7,577 Net of receipts/(payments) 3,443 A5 Transfers between funds - A6 Cash funds last year end - Cash funds this year end 3,443 Unrestricted funds to the nearest £ Sub total(Gross income for AR) A2 Asset and investment sales, (see table). A4 Asset and investment purchases, (see table) |
to the nearest £ 2,520 - - - - - - - 2,520 - - - 2,520 - - - - - - - - - - - - - - 2,520 - - 2,520 Restricted funds |
to the nearest £ Endowment funds |
Total funds to the nearest £ 2,520 3,443 - - - - - - 5,963 - - - 5,963 - - - - - - - - - 5,440 - - - 5,440 523 - 8,054 8,574 |
Last year to the nearest £ |
| - - - - - - - - - |
2,520 | - | ||
| 3,443 | - | |||
| - | - | |||
| - | - | |||
| - | - | |||
| - | - | |||
| - | - | |||
| - | - | |||
| 5,963 | 8,364 | |||
| - - - |
- | |||
| - | - | |||
| - | - | |||
| - | 5,963 | 8,364 | ||
| - - - - - - - - - - |
- | - | ||
| - | - | |||
| - | - | |||
| - | - | |||
| - | - | |||
| - | - | |||
| - | - | |||
| - | - | |||
| - | - | |||
| 5,440 | 16,418 | |||
| - - - |
- | |||
| - | ||||
| - | - | |||
| - | 5,440 | 16,418 | ||
| 2,520 | - - - - |
523 | - 8,054 | |
| - | - | - | ||
| - | 8,054 | - | ||
| 2,520 | 8,574 | - 8,054 |
Section B Statement of assets and liabilities at the end of the period
| Categories B1 Cash funds B2 Other monetary assets B3 Investment assets B5 Liabilities B4 Assets retained for the charity’s own use Signed by one or two trustees on behalf of all the trustees |
Details Details Details Details Details Signature #VALUE! #VALUE! Total cash funds (agree balances with receipts and payments account(s)) |
to nearest £ to nearest £ - - - - - - 8,574 - Agreement Error Agreement Error to nearest £ to nearest £ - - - - - - - - - - - - Cost (optional) - - - - - Cost (optional) - - - - - - - - - - - - - - Print Name Fiona Macloed Sian Jackson Unrestricted funds Restricted funds Unrestricted funds Restricted funds Fund to which asset belongs Fund to which asset belongs Fund to which liability relates Amount due (optional) |
to nearest £ Endowment funds |
|---|---|---|---|
| - | |||
| - | |||
| - | |||
| - | |||
| OK | |||
| to nearest £ Endowment funds |
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| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
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| - | |||
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| - | |||
| - | |||
| Current value (optional) |
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| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| When due (optional) |
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| Date of approval |
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| #VALUE! | Fiona Macloed | 31.01.2026 | |
| #VALUE! | Sian Jackson | 31.01.2026 |