## **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**
March **2012**
**TAR**
1
**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:
- policies and procedures adopted for the induction and training of trustees;
- the charity’s organisational structure and any wider network with which the charity works;
- relationship with any related parties;
- 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**
March **2012**
**TAR**
2
**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:
- policy on grantmaking;
- policy programme related investment;
- contribution made by volunteers.
March **2012**
**TAR**
3
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.
March **2012**
**TAR**
4
## **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.
- how expenditure has supported the key objectives of the charity;
- 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
March **2012**
**TAR**
5
## **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**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**Current value**
**(optional)**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**Current value**
**(optional)**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**When due**
**(optional)**|
|||||
|||||
|||||
|||||
|||||
|||||
||||Date of
approval|
||#VALUE!|Fiona Macloed|31.01.2026|
||#VALUE!|Sian Jackson|31.01.2026|