2022-03-31-accounts - The Wellbeing Project Brecon

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The Well Being Project – formerly the Swansea and Brecon Diocesan Council for Social Responsibility

Registered Charity Number:239606

REPORT OF THE TRUSTEES

AND THE FINANCIAL STATEMENTS

FOR THE YEAR ENDED 31ST MARCH 2022

REGISTERED CHARITY NUMBER: 239606

------------------------------------------------------------------------------------------------------------THE WELLBEING PROJECT BRECON ===================================================================

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The Well Being Project – formerly the Swansea and Brecon Diocesan Council for Social Responsibility

Registered Charity Number:239606

CONTENTS OF THE FINANCIAL STATEMENTS

FOR THE YEAR ENDED 31 March 2022

	(Page)
Trustees Report	3 to 21
Independent Examiner’s Report	22
Statement of Financial Activities	23
Balance Sheet	24
Notes to the Financial Statements	25 to 29

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The Well Being Project – formerly the Swansea and Brecon Diocesan Council for Social Responsibility

Registered Charity Number:239606

TRUSTEES REPORT

The Trustees of the charity present their report with the financial statements of the charity for the year ended 31 March 2022. The trustees have adopted the provisions of the Statement of Recommended Practice (SORP) 'Accounting and Reporting by Charities'.

REFERENCE AND ADMINISTRATIVE DETAILS

Registered Charity number

239606

Registered office

St Johns Centre Pendre Close Pendre Brecon LD3 9EA

Trustees and Board Members

The charities trustees at the year-end were:

Specific responsibilities

The Venerable Alan Jevons - Bishop’s appointment

The Venerable Alan Jevons - Bishop’s appointment Personnel Mr. R J Winchester - Afon Tawe Ministry Area Finance Dr S Miller - Greater Brecon Ministry Area Finance Mrs E Searle - Co-opted General Revd. R Davies- Hannen - Diocesan Conference Finance Mr J Lovell - Radnor & Builth Ministry Area Personnel Mr N King - Greater Gower Ministry Area Finance Mr J Meredith - Co-opted General Revd Ian Drew Jones - Bishops Appointment Finance

Changes to the trustees : Karen Grunhut appointed to the Board on 15/11/2022

Charity Secretary

Mrs S Atkins

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The Well Being Project – formerly the Swansea and Brecon Diocesan Council for Social Responsibility

Registered Charity Number:239606

Independent Examiners

Easybooks Wales Ltd Dragon 24 North Dock Llanelli SA15 2LF

Solicitors

George Tudor & De Winton Solicitors 8A High Street Brecon Powys LD3 7AL

Bankers

National Westminster Bank PLC 23 Uplands Crescent Swansea SA2 0NY

STRUCTURE, GOVERNANCE AND MANAGEMENT

Governing document

The charity is controlled by its governing document- its Constitution.

Recruitment and appointment of new trustees

The chairperson is appointed by the Bishop of the Diocese. The Board members normally meet at least four times per year. Membership of the Board is open to any Area Deanery constituted within the Diocese of Swansea and Brecon and to The Swansea and Brecon Diocesan Conference, such bodies being known as a "member organisation". Each member organisation appoints an individual to represent it and vote on its behalf at meetings of the Board. All members of the Board shall retire from office at the end of a triennial period but may be re-elected or re-appointed for a further three-year period. The Board has powers to co-opt up to 3 members in order to address any required expertise or skills gaps. The appointment of Trustees is under review in order to be more open and transparent, particularly with considerations around equality, diversity and inclusion and ensuring those with the right skills and expertise are recruited.

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The Well Being Project – formerly the Swansea and Brecon Diocesan Council for Social Responsibility

Registered Charity Number:239606

Induction and training of new trustees

Induction packs are provided for new trustees, which include Charity Commission guidance on being a trustee together with appropriate information to convey the objectives and activities of the charity. Trustees are encouraged to attend appropriate training seminars, which are circulated from time to time.

Organisational structure

The trustees meet approximately four times annually. A Community worker and Manager, along with a team of volunteers, have assisted with service delivery during this financial reporting period. Finance and Staffing sub-Committees continue to meet to increase trustee participation and engagement. Trustees also sit on a Management Committee at St John's Centre in collaboration with partner agencies to plan future activities. Faith in Families (partner) provides payroll and support services.

Dr Sian Miller of Greater Brecon Ministry Area, is the Chair of the Finance Committee and with others on the committee oversees the budgetary systems, monitoring actual performance against agreed budgets and taking necessary action in response to identified variances and unforeseen developments. Dr Miller reports to the full Board of Trustees.

Mr J Lovell, Radnor and Builth Deanery representative, is the Chair of the Personnel Committee and oversees all HR and Personnel issues, policies and procedures.

Management

Social Responsibility Officer -Revd. Canon Padraig Gallagher highlighted areas of social responsibility and supported and worked in co-ordination with the Diocese, the Trustees and related partner agencies. We are deeply saddened to report that Padraig passed away in July 2022, and his contributions to our work will live on and leave a lasting legacy.

Assistant Diocesan Social Responsibility Officer – Revd. Timothy Williams. Has had close links with Brecon Foodbank and also has an in-depth knowledge of the needs of the area surrounding Pendre and Brecon including Dementia Awareness. From August 2022, Tim has stepped down in his role to fulfil new duties within the Swansea and Brecon Diocese. We wish Tim the very best of luck, he will be sorely missed, but we are quite sure that he will remain a committed supporter of our work.

Community Worker/Centre Manager - Alix Miller. Was responsible for the coordination, delivery and quality of services within the Centre, liaising with relevant partners to ensure the demands and needs of the area are addressed, and where possible needs are met. Alix coordinated volunteers and reported to the Trustees and Secretary. Alix left the charity after 5 fantastic years of perseverance,

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The Well Being Project – formerly the Swansea and Brecon Diocesan Council for Social Responsibility

Registered Charity Number:239606

developing and building services from scratch and showing great determination and tenacity. Alix has moved into England to start a new chapter, with Jamie (below) taking over her role in April 2022).

Community Engagement Worker/Centre Manager – Jamie Parry. Volunteer recruitment, development and coordination, consulting with the community to ensure the project is responding to needs. Then taking on the role of Centre Manager. An Administrator was taken on in September 2022 to assist Jamie.

Secretary - Sharon Atkins. Responsible for ensuring compliance and all policies and procedures are in place, are followed and reviewed regularly, aided by the Personnel Sub-Committee.

Partnership working

Our charity strongly believes in the values of working in partnership with statutory and voluntary organisations and the communities who share the ethos of our work, together tackling the issues of deprivation, isolation and loneliness in communities. By representation on a number of appropriate agencies, we aim to make a real and measurable difference to individuals in our area. Integrated service delivery permits the linking of initiatives for best value, enables the facilitation of community services inclusive for all and sharing experiences and stories that provides better long-term outcomes based on individual circumstances. By working in a joined-up manner, we ensure that services from all agencies complement each other rather than duplicate and build on the opportunities and choices for individuals, creating stronger appropriate partnerships for better outcomes.

We work together with:

ACT

Alcoholics Anonymous

Angus Kings

Brecon Foodbank

Brecon Volunteer Bureau

Brecknock Garden Club

David Burgess

Faith in Families

Local Councillors/AM’s

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The Well Being Project – formerly the Swansea and Brecon Diocesan Council for Social Responsibility

Registered Charity Number:239606

Local Schools

Maendu Well conservation group

Mirus Wales

Morgans Family Butchers

Morrisons

NPTC Group

Nutritionists – Powys Teaching Health Board

On the Verge – Martin Draper

Powys Association of Voluntary Organisations

Powys County Council

Shelter Cymru

We also work closely with other agencies to co-ordinate the delivery of services at a strategic and individual level via a Management Committee that meets quarterly.

"Friends of St John's" is a group of local members that aim to fundraise for the Wellbeing Project.

Related parties

The Council have identified the following as related parties, due to the existence of common control or influence:

Swansea & Brecon Diocesan Board of Finance
Swansea & Brecon Diocesan Trust
Swansea & Brecon Diocesan Board for Social Responsibility (Faith in Families).
The Trustees
The Diocesan Audit Committee

Risk management

The trustees have a duty to identify and review the risks to which the charity is exposed and to ensure appropriate controls are in place to provide reasonable assurance against fraud and error. Our payroll is undertaken via Faith in Families, a well-established organisation with the necessary skills, policies, procedures and infrastructure to provide Payroll and support services. All Trustees, staff and all volunteers working with children and vulnerable adults have DBS checks undertaken. We have a Child

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The Well Being Project – formerly the Swansea and Brecon Diocesan Council for Social Responsibility

Registered Charity Number:239606

Protection, Dignity At Work and Vulnerable Adults policy and many others in place and are reviewed annually.

OBJECTIVES, VALUES AND PUBLIC BENEFIT

Objectives and aims

The Board's objectives are to advance religion and benefit the public in particular, but not exclusively by:

Reflecting on the meaning and implication of the Gospel in the life of society and thereby to stimulate theological reflection and response on issues of social responsibility, concern and need and their implications for Church and Society;
Presenting Social Responsibility as an integral part of the Church's Mission;
Assisting the Church in the Diocese at all levels, to identify areas of social responsibility, concern and need and to assist the church wherever the need is identified, irrespective of creed, ethnic origins or other, responding in an inclusive manner to such areas and issues.

Whilst the Wellbeing Project Brecon has originated from a Christian Organisation, it operates and works without regard to race, gender, nationality, colour, ethnic origin and religious beliefs, in other words it is open to all. We believe in education, empowerment and social cohesion. We offer opportunities to socialise, learn and grow. Everyone is welcome, our projects are informal, enjoyable and totally inclusive. We are undergoing a review of our aims and objectives, to ensure that what we do in practice is reflected in our governing document.

Values Statement – we updated our statement following a review as follows:

Our Vision: A community Hub that connects everyone

Our Mission: Creating a place where people belong

Our Culture: Is to promote, instil and demonstrate our values of CARE - Compassion, Aspiration, Respect and Empathy

We are here – for everyone, our teams, our communities, our partners, and funders.

Public benefit

The trustees have complied with their duty in relation to section 17(5) of the 2011 Charities Act to have due regard to guidance published by the Charity Commission in relation to public benefit (specifically set out in The Advancement of Religion for the Public Benefit) and have had regard to it

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The Well Being Project – formerly the Swansea and Brecon Diocesan Council for Social Responsibility

Registered Charity Number:239606

in the administration of the charity. We have referred to the guidance in the Charity Commissions general guidance on public benefit when reviewing our aims and objectives and planning future activities. In particular, the trustees consider how planned activities will contribute to the aims and objectives they have set.

Volunteers

We have a strong and capable bank of volunteers headed up by our Community Worker, whom we greatly value and perceive as our main asset.

The trustees receive the support of this help on an informal and irregular basis, although all volunteers are required to be authorised and have the necessary DBS check clearance. The Board themselves are committed volunteers who readily give their time and efforts to the development of the charity’s activities.

ACHIEVEMENT AND PERFORMANCE

ACTIVITIES:

The Charity in its former days when it was called the Council for Social Responsibility, for many years had provided advocacy services and produced briefing papers on areas of social concern, it had not been trading or receiving an income. However, since early 2015, after being approached by Brecon Foodbank to work in partnership, we began consulting with the local community and partners on what services would best fit their needs and how we could develop wellbeing services at St John's Centre.

St Johns is amongst the 30% worst overall areas for deprivation ranked in the Welsh Index of Multiple Deprivation and is isolated further due to its rural location; it is a vulnerable community that has experienced disinvestment and decline.

Following several successful initial pilot projects, the activities of the Charity are now well established, and a name change came about in July 2021 which is more in keeping with its activities and scope. A regular newsletter is issued to subscribers, to update community members and groups of activities.

We have developed and delivered a hub of activities that are intergenerational in order to enable the community to come together, either virtually or physically when the pandemic is over. To listen and talk with one another, to once more establish meaningful relationships and help each other become stronger, resilient, have fun and enjoy life despite the adverse rural poverty that they have been living with and the disproportionate way the pandemic has affected poorer individuals, improving mental and physical wellbeing.

We were delighted to meet Eluned Morgan, Minister for Health and Social Services in June, and were able to chat about health and wellbeing issues faced by the community, with some focus on how a lack of basic nutritional knowledge and money impact on health, and how education can help. This is something that we are passionate about in our Kids Cooking sessions and also encourage adults to learn too.

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The Well Being Project – formerly the Swansea and Brecon Diocesan Council for Social Responsibility

Registered Charity Number:239606

Luncheon Club and coffee morning:

A very popular service with a waiting list. We utilise 3 wonderful volunteers who are qualified cooks who enjoy the atmosphere as we produce far more than a healthy hot meal.

During the club, we have visiting guests that bring us entertainment, laughter, knowledge and new interests. We sing, play quizzes, listen and learn. There is fantastic feeling of friendship and mutual support as everyone really wants to be there and takes ownership of the positivity in the room as we find out what people can do for us and not the other way around. Sharing and reflecting on personal stories about things that matter, making real friends rather than having a befriender.

We have been concerned about our luncheon club participants over the course of the pandemic, already very socially isolated this has been further impacted for some of our regulars, particularly during lockdowns. Regular catch up and check in phone calls helped to keep in touch and identify any areas in which we could assist them. Reopening luncheon club when regulations allowed us, was very tentative at first with outdoor coffee and cake events to start with, as clients felt more confident about being out and about once more. When restrictions eased even further, we introduced a coffee morning on a different day to the luncheon club, to entice those that still felt worried and anxious about being back in social circles once more. We also wanted to take this opportunity to engage those on our waiting list and attract new participants – as we were well aware of the social isolation and loneliness that many in our community face, which has been further exacerbated by the pandemic. Coffee Corner has provided a safe and warm place to socialise with boardgames and an unlimited supply of tea, coffee, and cake.

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The Well Being Project – formerly the Swansea and Brecon Diocesan Council for Social Responsibility

Registered Charity Number:239606

“We have really helped one lady, she is not only anxious about Covid and has health anxiety, but is also agoraphobic, which makes things even more challenging for her. Being able to meet in our garden for the coffee morning was a real lifeline, she felt safe and at ease with the
arrangements we put in place, and over time has built up the courage to attend our main lunch club and is now a regular attendee with a flourishing group of friends.”
“A very vulnerable adult in assisted living has been able to come along, it has been so wonderful to see her grow in confidence and gain a sense of belonging.”

Jamie Parry – Centre Manager

We then opened up our Coffee Corner sessions to all members of the community to tackle loneliness, and regularly consulted with participants to help guide us in developing our services and ensuring we are responding to needs and to help identify gaps in services and provision.

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The Well Being Project – formerly the Swansea and Brecon Diocesan Council for Social Responsibility

Registered Charity Number:239606

Foodbank

Run by and for the community. Brecon Food bank have around 40+ volunteers with a wide variety of skills and experience. Some are still working, others are retired. All have a passion for fairness and a desire to bring help to those who live with food poverty.

One of our most collaborative partner agencies, Foodbank coordinate with us and issue our Food Coop vouchers to their clients, which offers a free bag of fruit, veg or salad. Also depending on the season, gardening club vouchers are also issued via Foodbank. We are able to offer left over produce to Foodbank clients as well as offerings from our honesty table and any supermarket donations.

Food Co-op

Developed by a community desire for better food this small-scale project has fabulous results. Our food co-op is now well-established, food is locally sourced and environmentally friendly. We are able to provide fresh, healthy produce to members at a price that they can afford, increasing their health and wellbeing and enabling a diet that they would otherwise not be able to have on their limited budgets, and vouchers are given to foodbank users. We also take Healthy Start vouchers at the Food co-op.

Produce from the Food co-op is also utilised for cooking and lunch clubs and our own home-grown organic crops from our gardening club are available.

Some older people in communities can feel isolated due to the new character of a community, such as corner shops shutting, out of town shopping areas developing, and they can find it more difficult to access the services and facilities they need, such as buying locally produced fresh produce from a venue that is around the corner.

We have successfully partnered with Mount Street Junior School, to offer parents the opportunity to source local, high quality and affordable produce.

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The Well Being Project – formerly the Swansea and Brecon Diocesan Council for Social Responsibility

Registered Charity Number:239606

Gardening Club

Our volunteers, young and old, able bodied and not so, have made this a vibrant and inclusive gardening club. The produce from the garden was given to our volunteers, foodbank clients and used in our cooking projects.

In June we put out a call to action for volunteers to help us with our community garden. The wildflowers had taken over, and whilst great for bees, we needed the space for our vegetable seedlings.

It wasn’t long before we had the help we needed, and the massive pile of weeds were pulled up. We made sure to leave them out for a couple of days for any caught up insects to find their way out. We were able to then plant a wide variety of produce including: sweetcorn, kale, courgettes, garlic, tomatoes, aubergines, berries, whitecurrants and butterut squash. This was a real community effort and a massive thank you to all involved.

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The Well Being Project – formerly the Swansea and Brecon Diocesan Council for Social Responsibility

Registered Charity Number:239606

A minimal fee is taken to join and a free voucher is provided to Foodbank clients. No prior skills are required before attending so can accomodate beginners to experts.

Several seed swaps have been organised as well as potting off activties, some pond dipping, sharing information on how to make compost and how to garden with little or no money!

Our honesty table has been busy, with excess produce from the garden as well as donations from local growers.

Our insect friendly garden is going from strength to strength and with some collaborative work with On the Verge – we have set up some exciting child-led after school activities.

We have watched how Painted Lady butterflies develop with Mount Street Primary pupils:

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The Well Being Project – formerly the Swansea and Brecon Diocesan Council for Social Responsibility

Registered Charity Number:239606

Children from Priory School helped us renovate the insect garden, with 2 bee hotels full of Red Mason bee larvae and some tadpoles in our mini-pond.

And later on in the year we were able to see them coming out of hibernation:

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The Well Being Project – formerly the Swansea and Brecon Diocesan Council for Social Responsibility

Registered Charity Number:239606

In July we signed the pledge to “Bee the Change” to help stop the extinction of our best friends. We also entered their competition “Pollin-8” which celebrates different bumble-bee friendly spaces, from planted containers to community spaces. Even though we didn’t win, the children and other community members really enjoyed.

We also built a cold frame from some scrap materials to help our 100 lettuce seedlings as the frost hit. We encourage reduce, re-use and recycle and encourage sustainability.

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Kids Kitchen
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Our Kids Kitchen after school club is building on its success. A little project with big impact. This project is aimed at local primary age children, and we have been able to support existing children over the pandemic with online sessions and activity packs when we couldn’t meet together, as well as engaging with new families when we have been able to re-open the centre.

We teach the children the importance of nutrition and eating healthily, using games, quizzes and activities to encompass the British Nutrition Foundation principles of healthy living. We do periodically incorporate treats into our sessions and relish the opportunity to experiment in making a variety of things from many different cultures.

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The Well Being Project – formerly the Swansea and Brecon Diocesan Council for Social Responsibility

Registered Charity Number:239606

We have made a variety of snacks and dishes including: chicken escalope’s; pizzas; gnocchi; sausage rolls; koftas; chocolate mousse; spaghetti bolognese and carbonara (we made our own pasta); fruit smoothies; spiced sweet potato patties and much more! And we have had to of course adapt our approach; online videos or cook-along sessions and BBQ sessions in the garden have meant that we have been able to keep in touch with the children and families throughout this challenging period.

We also hosted our annual bake-off that they really enjoy.

We also run adult cookery courses for those who want to learn the basics to those who need tips on how to cook healthy meals on a tight budget, but Covid has made this difficult to set up over this year, but we are working with partners to facilitate this going forward.

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The Well Being Project – formerly the Swansea and Brecon Diocesan Council for Social Responsibility

Registered Charity Number:239606

Community Events/Activities

Brecon Beacons College organised a Brecon Community Cookbook, with all proceeds being split between our projects and our partner, the Brecon Foodbank. This has collaborations from many local people and businesses and celebrating all that is Brecon.

Covid has impacted on us running our usual community events, but we have tried to garner a great sense of community in other ways. In “normal” years we would host the Great Brecon Get-together in memory of MP Jo Cox. Whilst we weren’t able to do this for another year, we still promoted inclusivity and having more in common. At the Wellbeing Project Brecon we #makesomespace for everyone in our society and live out our values every day.

Two of our amazing volunteers, Clare and David Whittle won Volunteers of the Year at the Brecon Town Council Best of Brecon 2021 awards. They make a huge contribution to our work, a big congratulations! https://fb.watch/5ZPZnZe8VY/

We want to thank ALL of our fabulous volunteers for helping us deliver services to the community, we just couldn’t do it without you.

IMPACTS OF COVID-19

We have been able to adapt and change to the needs of the enfolding and ever-changing situation, and we are particularly thankful to our Community Workers for their resilience and determination to continue to support the community.

Some of our volunteers have been able to continue to support key activities, adhering to risk assessments, protocols all compliant with Public Health Wales and Welsh Government guidance.

The Covid pandemic has had a dramatic impact on the way that we work and how we reach people. E.g., we have learnt to Zoom, we ran regular Skype and Facebook video times with our children, we purchased resources to enable us to connect remotely. When restrictions eased, we started outdoor cooking sessions, which was a novelty and exciting for the children.

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The Well Being Project – formerly the Swansea and Brecon Diocesan Council for Social Responsibility

Registered Charity Number:239606

Moving to online or phone support was originally challenging, however we soon learnt the new skills required to reach out. We have also made further connections with other volunteers as the community came together, this ensured people knew the support that was available to them.

FUTURE PLANS

On 18[th] May 2021 the Council officially changed its name to the Wellbeing Project Brecon – this was in order to more accurately reflect the work and activities that are carried out and to more effectively link with service users and partner agencies. With our new mission, vision and values, we now plan to review our charitable purposes.

In August 2021 we employed an additional member of staff – a Community Engagement Worker – their role has been to consult with the community and assess need for future planning as well as gathering evidence of outcomes to inform larger and longer-term funding streams. This role also focuses on recruiting and developing more volunteers to support services and activities. Jamie is now the lead for our services, and is being supported by an administrator and volunteers.

We will continue to develop our luncheon club and coffee morning, with a view of expanding to another luncheon club to address our waiting list.

We will hold further seed and plant swaps, as well as community events now that restrictions allow us.

We have just started a Community Fridge with our partner Brecon Foodbank, with a view of helping those in need (particularly with the cost-of-living crisis upon us) as well as addressing food waste. We consulted with the community, and this was well received.

Jamie has been included in discussions with local Councillors, third sector and local authority professionals around how we can best support our communities during this cost-of-living crisis. It is hoped that through our work and that of our partners we can extend on our current provisions, and help those most in need during this incredibly difficult time. There have also been discussions with local Ministry representatives around how we can work in partnership to provide family groups and activities.

We have also recently received partner agency feedback on a survey that we issued to help us look at further ways to develop our partnerships, work more collaboratively and respond to need in the community. It is hoped that we can provide an even more holistic package of support together, sharing our resources, skills and expertise to better serve our participants. Suggestions/comments have included:

Any activities that can alleviate the cost-of-living crisis
Build on the good work already happening
Encouraging togetherness
Twilight groups for working families who also need to socialise
More community events

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The Well Being Project – formerly the Swansea and Brecon Diocesan Council for Social Responsibility

Registered Charity Number:239606

To reach those who are not covered by the bigger agencies and organisations within the community, to help with loneliness
High quality childcare

FINANCIAL REVIEW

The accounts have been reviewed by an independent examiner (Easybooks Wales Ltd) and they were satisfied that they are a true and fair view of the activities for the period ended 31[st] March 2022.

The organisation generated a Surplus of £ 24,467 during the reporting period.

FUTURE FUNDING

We have been fortunate to secure some Covid-relief funding over this period.

The recruitment of our new Community Engagement Worker will help us collect evidence and data to support larger and longer-term funding streams and ensure that we work in a co-produced way.

Reserves policy

The Council wishes to plan ahead to ensure it can meet its obligations and as the organisation grows would like to implement a reserves policy in order to meet the cost of any future staff redundancy costs and approximately two to three months of operating costs. A reserves policy could also allow for the contingency of late payments of grant income and other contingencies that may arise on the non-continuance of grant funding.

Principal funding sources

We are grateful to the following agencies and organisations for their support this year:

Brecon Town Council

Children in Need

Garfield Weston Foundation

Moondance

Voluntary Services Recovery Fund – WCVA

The National Lottery Community Fund

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The Well Being Project – formerly the Swansea and Brecon Diocesan Council for Social Responsibility

Registered Charity Number:239606

STATEMENT OF TRUSTEES RESPONSIBILITIES

The trustees are responsible for preparing the Report of the Trustees and the financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice).

The trustees have prepared financial statements, which give a true and fair view of the state of affairs of the charity and of the incoming resources and application of resources, including the income and expenditure, of the charity for that period. In preparing those financial statements, the trustees have:

selected suitable accounting policies and then applied them consistently;
observed the methods and principles in the Charity SORP;
made judgements and estimates that are reasonable and prudent;
prepared the financial statements on the going concern basis unless it is inappropriate to presume that the charity will continue to operate.

The trustees are responsible for keeping proper accounting records, which disclose with reasonable accuracy at any time the financial position of the charity. They are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

ON BEHALF OF THE COUNCIL/THE WELLBEING PROJECT BRECON

Approved by order of the Trustees on 6[th] December 2022 and signed on its behalf by:

Signed ...................................................................

Alan Neil Jevons Print Name ...................................................................

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The Well Being Project – formerly the Swansea and Brecon Diocesan Council for Social Responsibility

Registered Charity Number:239606

INDEPENDENT EXAMINERS’ REPORT TO THE TRUSTEES

Respective responsibilities of trustees and examiner

The charity’s trustees are responsible for the preparation of the financial statements and for being satisfied that they give a true and fair view. The charity’s trustees consider that an audit is not required for this year under section 144 of the Charities Act 2011 (the Charities Act) and that an independent examination is needed.

I have been appointed as independent examiner under section 144 of the Charities Act 2011 and report in accordance with regulations made under section 145 of that Act.

My responsibility is to examine the accounts under section 145 of the Charities Act, to follow the procedures laid down in the general directions given by the Charity Commission (under section 145(5)(b) of the Charities Act, and to state whether particular matters have come to our attention.

Basis of independent examiner’s statement

I have examined the financial statements of The Wellbeing Project Brecon for the year ended 31[st] March 2022 which comprise the Statement of Financial Activities, the Balance Sheet and the related notes.

The financial reporting framework that has been applied in their preparation is applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice).

This report is made solely to the charity’s trustees, as a body, in accordance with section 154 of the Charities Act 2011. My independent examination work has been undertaken so that I might state to the charity's trustees those matters we are required to state to them in an independent examiner’s report and for no other purpose. To the fullest extent permitted by law, I do not accept or assume responsibility to anyone other than the charity's trustees as a body, for any audit work, for this report, or for the opinions I have formed.

Independent examiner’s statement

In connection with my examination, no matter has come to my attention (other than that disclosed below)

Which gives me reasonable cause to believe that in, any material respect, the requirements:
To keep accounting records in accordance with section 130 of the Charities Act; and
To prepare accounts which accord with the accounting records and comply with the accounting requirements of the Charities Act have not been met; or
To which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.

Signed:………………………………………Independent Examiner Date:…20th January 2023……

Nicola Lewis (EasyBooks Wales Ltd)

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The Well Being Project – formerly the Swansea and Brecon Diocesan Council for Social Responsibility

Registered Charity Number:239606

STATEMENT OF FINANCIAL ACTIVITIES

for the period ended 31st March 2022

Unrestricted Funds 3046 15940	Restricted Funds 0 49456 0 0 0	Total Funds This Year 3046 15940 49456 1657 0 0	*Total Last* *Year* 27 16470 27500 65 0 0



1657 0 0

20643	49456	70099	44062
0 362 600 143	3150 2622 38755 0 44527 4929 0 4929 0 4929 0 4929	3150 2984 39355 143	1575 1560 28262 131
1105		45632	31527

19538		24467	12535
0 19538 0		0 24467 0	0 12535 0
19538		24467	*12535*
23610 43149		23610 48078	11075 23610

Continuing Operations - All income and expenditure has arisen from continuing activities.

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The Well Being Project – formerly the Swansea and Brecon Diocesan Council for Social Responsibility

Registered Charity Number:239606

BALANCE SHEET notes as at 31st March 2022 Fixed Assets Fixed Assets -Tangible 7 Current Assets Debtors & Prepayments 8 Bank & Cash Current Liabilities (falling due within 1 year) Creditors & Accruals 9/10 Loan - repayments due in 1 year Net Current Assets Total Assets less Current Liabilities Creditors Falling due after 1 year Provisions for Liabilities & Charges Total Net Assets Fund Balances Funds B/fwd Net movement of funds TOTAL FUNDS	Unrestricted Funds 297 1,538 86,256	Unrestricted Funds 297 1,538 86,256	This Year Total Funds 297 1,538 91,185	This Year Total Funds 297 1,538 91,185	*Last Year* *Total Funds*
				Total Funds 297 1,538 91,185

					440 1,538 85,652
		87,794		92,723	87,189
		44,942 -		44,942 -	64,019 -
Creditors & Accruals 9/10 Loan - repayments due in 1 year Net Current Assets Total Assets less Current Liabilities Creditors Falling due after 1 year Provisions for Liabilities & Charges Total Net Assets Fund Balances Funds B/fwd Net movement of funds TOTAL FUNDS
		44,942		44,942	64,019
		42,852		47,781	23,171
		43,149 - -		48,078 - -	*23,610* - -
		43,149		48,078	*23,610*
		23,610 19,538		23,610 24,467	11,075 12,535
		43,149		48,078	*23,610*
	-	0	-	0	-

The charity is entitled to exemption from audit under Section 477 of the Companies Act 2006 for the year ended March 2022.

The members have not required the charitable company to obtain an audit of its financial statements for year ended March 2022 in accordance with Section 476 of the Companies Act 2006.

The trustees acknowledge their responsibilities for complying with the requirements of the Companies Act with respect to accounting records and the preparation of accounts.

These accounts have been prepared in accordance with the provisions applicable to small companies subject to the small companies regime and in accordance with FRS102 SORP.

The financial statements were approved by the Board of Trustees on 6[th] December 2022 and

were signed on its behalf by:

Signed…….……………………………………….

Alan Neil Jevons Print Name………………………………………….

Trustee

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The Well Being Project – formerly the Swansea and Brecon Diocesan Council for Social Responsibility

Registered Charity Number:239606

Notes to the Financial Statements

For the Year ending 31[st] March 2022

1. Accounting Policies

Basis of Accounting

These accounts have been prepared under the historical cost convention with items recognised at cost or transaction value unless otherwise stated in the relevant note(s) to these accounts. And with the Statement of Recommended Practice: Accounting and Reporting by Charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) issued on 16 July 2014, and with the Charities Act 2011.

Going concern

The Trustees consider that there are no material uncertainties about the charity's ability to continue as a going concern. It is therefore considered appropriate by the Trustees to prepare the financial statements on a going concern basis.

Recognition of income

All incoming resources are included in the statement of financial activities when entitlement has passed to the charity; it is probable that the economic benefits associated with the transaction will flow to the charity and the amount can be reliably measured.

There has been no offsetting of assets and liabilities, or income and expenses, unless required or permitted by the FRS 102 SORP or FRS 102.

The charity has incurred expenditure on support costs in the period.

The charity has not received any goods for use by the charity itself.

The value of any voluntary help received is not included in the accounts but is described in the trustees’ annual report.

Expenditure and Liabilities

Liabilities are recognised where it is more likely than not that there is a legal or constructive obligation committing the charity to pay out resources and the amount of the obligation can be measured with reasonable certainty.

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.

Support costs have been allocated between governance costs and other support. Governance costs comprise all costs involving public accountability of the charity and its compliance with regulation and good practice.

Taxation

The charity is exempt from corporation tax on its charitable activities.

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The Well Being Project – formerly the Swansea and Brecon Diocesan Council for Social Responsibility

Registered Charity Number:239606

Fixed assets

Individual fixed assets are capitalised if they can be used for more than one year, and cost at least £500. Depreciation is provided at the of 25% to write off computer equipment over its estimated useful life.

2. Grants Received

2. Grants Received
Garfield Weston Foundation Community Foundation Wales Brecon Town Council Children in Need Moondance Foundation PAVO WCVA The National Lottery TOTAL 3. Governance Costs Fees for Examination of accounts TOTAL	Unrestricted Funds 7,000 - - 8,940 -		Restricted Funds - - 5,000 10,000 - 16,154 8,303 10,000 49,456	Total This Year 7,000 - 5,000 10,000 8.940 16,154 8,303 10,000 65,396 Total This Year 600 600	Total Last Year 7,000 12,000 5,000 10,000 9,470 500 - -

		15,940			43,970
						Total Last Year 500 500

4. Expenditure Breakdown

	thisyear	lastyear
Wages, Salaries & Associated Costs	38006	27158
Rent, Rates, Light & Heat	3150	1575
Administration Costs	30	0
Repairs & Maintenance	0	0
Group Running Costs	2984	1560
Bank Interest and Charges	0	0
Book Keeping & Accounting	600	500
Depreciation	143	131
Insurance	719	603
	45632	31527

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The Well Being Project – formerly the Swansea and Brecon Diocesan Council for Social Responsibility

Registered Charity Number:239606

5. Trustees' Remuneration and Benefits

There were no trustees' remuneration or other benefits for the year ended 31 March 2022 nor for the year ended 31 March 2021.

There were no trustees' expenses paid for the year ended 31 March 2022 nor for the year ended 31 March 2021.

6. Staff Costs

No employees received emoluments in excess of £60,000.

7. Fixed Assets

Assets at Cost Cost Brought Forward Disposals Additions Cost Carried Forward Accumulated Depreciation Depreciation Brought Forward Depreciation Released on Disposal Depreciation Charged in Year Depreciation Carried Forward Net book value This Year Net book value Last Year Depreciation is charged as follows: Computer Equipment 25% on a Straight-Line basis		Computer Equipment 571 - - 571 131 - 143 274 297 440		Total Assets Last Year - - 571	Total Assets Last Year - - 571

					571
					- - 131
					131
					440 -

8. Debtor Analysis

Accrued Income Other Debtors TOTAL		Total This Year - 1,538 1,538		Total Last Year - 1,538 1,538

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The Well Being Project – formerly the Swansea and Brecon Diocesan Council for Social Responsibility

Registered Charity Number:239606

9. Creditor Analysis

Trade Creditors Other Creditors Deferred Grant Income Accruals TOTAL	Total This Year 39,478 1,555 - 3,909 44,942	Total Last Year 46,004 1,555 15,940 520 64,019

10. Movements in Deferred Income

Balance at the start of the reporting period Amounts added in current period Amounts released to income from previous periods Balance at the end of the reporting period	Total This Year 15,940 0 15,940 -	Total Last Year 16,500 8,940 9,500 15,940

11. Restricted Funds

Breakdown of Funds is as follows:

Opening Balance of Funds 0 0 0 0 0	Income in Year 10,000 5,000 16,154 8,303 10,000	Closing Balance of Funds 0 0 0 0 4,929


-	49,456	4,929

Children in Need : Grant made to fund wages costs and Office space provision. Brecon Town Council : Grant made to fund wages costs.

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The Well Being Project – formerly the Swansea and Brecon Diocesan Council for Social Responsibility

Registered Charity Number:239606

PAVO: Grant made to fund wages costs and Office space provision. WCVA: Grant made to fund wages costs. The National Lottery: Grant made to fund wages costs.

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