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2024-07-31-accounts

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REGISTERED CHARITY NUMBER: 256146

REPORT OF THE TRUSTEES AND UNAUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 JULY 2024 FOR

DISCOVERY STUDENT VOLUNTEERING SWANSEA

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DISCOVERY SVS

CONTENTS

Page
Reference and administrative details of the Charity, its Trustees and advisers 1
Trustees' report 2 – 15
Independent examiner's report 16
Statement of financial activities 17
Balance sheet 18
Notes to the financial statements 19 - 31

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Discovery Student Volunteering Swansea Report of the Trustees For the year ending 31st July 2024

REFERENCE AND ADMINISTRATIVE DETAILS OF THE CHARITY, ITS TRUSTEES AND ADVISERS FOR THE YEAR ENDED 31 JULY 2024

Trustees Omon Aiwekhoe
Olugbenga Fayehun
Malgozata Ragosko
Naman Kumar
Levis Varghese
Mamta Behera
Enma Thomas
Charlotte Cooke
Dr Alison Walker
Georgia Rees
Natalie Jarvis
Louise Rees
FelicityMcKee
Sian Impey
Dr Mike Buckle
Charity registered
number

Principal office




Accountants






Bankers







256146
Fulton House
Swansea University
Swansea
SA2 8PP
MHA
MHA House Charter Court
Phoenix Way
Swansea Enterprise Park
Swansea
SA7 9FS
Lloyds
Oxford Street
Swansea
SA1 3AP
Santander
1 Union Street
Swansea
SA1 3EE

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Discovery Student Volunteering Swansea Report of the Trustees For the year ending 31st July 2024

TRUSTEES' REPORT FOR THE YEAR ENDED 31 JULY 2024

MESSAGE FROM THE DIRECTOR

Eleanor Norton

The year 2023 to 2024 has been a busy and productive one for us. Our incredible volunteers have contributed over 20,400 hours of service, a true testament to the hard work and dedication of both our staff team and project coordinators (lead student volunteers), who have gone above and beyond to ensure that safe, meaningful, and reliable volunteering opportunities are available to every student who wants to get involved.

We've strengthened and expanded our relationships both within the University and with the wider community. As always, we’ve been reevaluating our offerings to ensure they remain the best fit and most impactful for both our volunteers and the communities we serve. Our Trustees have provided invaluable support and leadership, particularly in fostering our connections with the University and external partners. Our ambassadors have also played a key role in helping us reach and engage with even more students.

This year, our volunteering platform has become an established and vital tool. Not only has it made our processes work better for our staff and volunteers, it has enabled us to work more efficiently with external charities, offering them a dedicated space to connect with potential student volunteers directly. 32 external charities have used it to promote their opportunities to our student volunteers this year.

In total, 547 active volunteers contributed over 20,400 hours across all opportunities. We offered 27 induction training sessions, 35 other training sessions, 47 one-off volunteering sessions, 11 of our own regular projects, and 32 external partner projects.

The renewal of our Investors in Volunteering Award had illustrated that we are offering the very highest standards of volunteering and adhering to or exceeding best practice in our offer.

I am incredibly proud of our small team. With just 6 core staff members, supported by 4 short term, part time student interns throughout the year, we’ve created a space where every volunteer—whether they take on a leadership role as a trustee, project coordinator, or ambassador, or simply attend a one-off opportunity—can thrive, connect with others, and feel empowered, knowing they’re making a difference to the community and to their own futures.

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Discovery Student Volunteering Swansea Report of the Trustees For the year ending 31st July 2024

MESSAGE FROM THE STUDENT PRESIDENT

Felicity Mckee

As we reflect on the past year, we are incredibly proud of the impact our student volunteers have made. In 2023–24, 547 students contributed an outstanding 20,400 hours of support to the community, with an estimated financial value of £266,709. Their dedication continues to be at the heart of everything we do, making a real difference while also developing valuable skills for the future.

Looking ahead, 2025–26 will mark our 60th anniversary, a significant milestone for our charity. We are excited about the many planned events and activities that will celebrate this achievement provide an opportunity to honour and celebrate the incredible contributions of our volunteers, past and present.

The funding environment remains challenging for small charities like ours. To ensure the sustainability of our work, we are committed to diversifying our fundraising efforts. This will include encouraging our supporters to contribute directly through initiatives like Lotto Abertawe, fundraising events, and other new opportunities. Despite these challenges, Discovery remains committed to offering a strong and varied student volunteering opportunities and training such as Look After Your Mate, Active 18 and Clwb Cymraeg. Discovery is committed to working closely with the wider Swansea third sector, ensuring that students can engage in meaningful opportunities that both support community needs and enhance their personal development.

Finally, over the past year, the board of trustees have taken steps to strengthen our governance. Following our EGM in November 2023, we extended the term of our student trustees to three years. The hope is that this change will provide greater continuity and allow us to further develop our trustee board and governance function so that Discovery can enjoy another sixty years offering volunteering opportunities and serving the local community.

Thank you to everyone who has supported us this year, from our students, partners, funders, and community members, none of this is possible without you. The board of trustees is looking forward to another year of making a difference together with all of those who have supported us and celebrating a landmark sixty years of Discovery Student Volunteering Service in Swansea.

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Discovery Student Volunteering Swansea Report of the Trustees For the year ending 31st July 2024

The trustees present their report with the financial statements of the charity for the year ended 31 July 2024. The trustees have adopted the provisions of the Statement of Recommended Practice (SORP) ‘Accounting and Reporting by Charities’.

Who we are

Discovery is a registered charity that has been established since 1966. This year, 547 student volunteers logged 20,400 hours of support to the community; we estimate the financial value of this support at £266,709 but recognise that the impacts, connections and relationships far exceed this value. We also recognise that the huge range of skills and experiences gained by our student volunteers are of huge value and will stand them in excellent stead in their future lives as well as greatly enhancing their student experience. Our organisation envisages a community where people are treated like equals and are not discriminated against or disadvantaged by society. Discovery focuses on providing the best possible service to the people who we work with in Swansea, by providing skilled, trained, and enthusiastic volunteers.

Discovery aims to:

Every year Discovery offers a range of volunteering projects, these are a mix of our own projects, run entirely by our students with support from our staff and partner projects where we link with external charities and other parts of the university to support their activities.

Structure, Governance and Management

Governing document

Discovery is a registered charity and is governed by a constitution adopted on the 13[th] June 1969, amended on the 6th December 1979, 4th May, 15th June 1993, 16th February 1998, 15th February 2001, 8th June 2005, February 2007, March 2011, March 2015, December 2019 and June 2024. The charity is controlled by its governing document, a deed of trust, and constitutes an unincorporated charity.

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Discovery Student Volunteering Swansea Report of the Trustees For the year ending 31st July 2024

Objectives and aims

To promote any charitable purposes for the benefit of the community in the City and County of Swansea and surrounding areas, in particular the advancement of education, the furtherance of health and the relief of poverty, distress, and sickness.

Within the limitation of the above, to promote the following main areas:

Organisational structure

The Board of Trustees, made up of Student Trustees and Non-Student Trustees, appoints the staff of the organisation and oversees the operation of the organisation.

Discovery’s staff members for the year ended 31[st] July 2024 were as follows:

Director: Eleanor Norton Supported Volunteering Scheme Project Manager: Kirsty Rowles Volunteering Projects Manager: Vixie Barker-Williams Volunteer Recruitment Marketing Manager: Sian Davies Project Worker: Maria Oliveira Finance Officer: Joseph Borland

Part time, short term interns

Jo Peacock Rhiannon Hazell Elizabeth Wilde Lois Owumi

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Discovery Student Volunteering Swansea Report of the Trustees For the year ending 31st July 2024

Recruitment and appointment of new Trustees

Induction and training of new Trustees

Trustees are invited to a weekend of training. This training includes roles and responsibilities, team building, sub groups work and strategic planning sessions. On-going support is offered through regular meetings. Trustee training opportunities provided by Swansea Council for Voluntary Service and Wales Council for Voluntary Action are routinely offered to our trustees.

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 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.

Risk Management

The Trustees have carried out a review of the major risks to the organisation and believe that the level of reserves policy is sufficient to cover adverse conditions that the organisation may face. The organisation has in place financial, personnel, and health and safety controls to limit the likelihood and impact of risks. All events and activities are risk assessed prior to commencement. Disclosure and Barring Service (DBS) checks are carried out on all appropriate staff and volunteer roles. The Board of Trustees actively monitor the financial position.

Our fundraising promise

Discovery is a member of the Fundraising Standards Board self-regulatory scheme. The Fundraising Standards Board works to ensure that organisations raising money from the public do so honestly and properly. As a member of the scheme, we follow the Institute and Fundraiser’s Codes of Fundraising Practice, and comply with the key principles embodied in the Codes and in the Promise. Further details can be found at www.frsb.org.uk.

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Discovery Student Volunteering Swansea Report of the Trustees For the year ending 31st July 2024

Our achievements and Our funders

We are very proud of another highly impactful year and we are incredibly grateful to all of our funders. All of our projects are supported by our core grant from Swansea University and our own fundraising activities. We have been extremely fortunate to have been awarded funding by other grant making organisations. As our most significant funder, Swansea University supports all of our projects and everything we do

.

Austin Bailey Foundation supports all of our projects by provide travel and other essential expenses for our student volunteers across all of our projects.

BBC Children in Need supports Building Blocks Lego Project.

Swansea Youth Bank and Toyota Community Fund supports our one off programme of volunteering.

West Glamorgan Regional Partnership Regional integration Fund (formerly ICF C4B) and Volunteering In Wales (WCVA) supports Supported Volunteering.

Postcode Community Trust and Shared Prosperity Fund support all of our volunteering projects.

Our individual funders help us to sustain the whole organisation, filling gaps in funding and enabling us to new exciting things as well as maintaining the important regular work that we do.

Financial Review

This has been another successful year for Discovery; we have received grants from new funders as well as maintaining relationships with long term funders, demonstrating that we continue to offer a high quality provision and to be highly trusted organisation. We have continued to generate a good level of our own income through fundraising events and activities.

Our total income has increased to £274,679 (2023 - £203,539). Our main source of funding are grants, which were higher than last year, at £248,028 (2023 - £189,223). Our main grant provider is Swansea University, but we also receive significant support from Volunteering in Wales.

Our running costs have increased this year by an overall £13,626.

By the end of the year, we had reported a surplus of £56,752, compared to a deficit of £762 last year.

At 31[st] July 2024, we had total net assets of £202,653 (2023 - £145,901) and £238,778 held as cash in the bank and in hand. Our restricted funds were £19,057 (2023 - £22,746).

Reserves policy

Our reserves policy reflects the challenges in securing unrestricted funds and the increasingly complex and competitive funding environments for small charities. We are aiming to hold one year’s running costs, approximately £115,678, as advised by the Charity Commission and a further designated reserve of £50,000 to cover redundancy costs, reflecting our very low staff turnover. Our current unrestricted reserve level is £183,596, therefore in excess of the target by £17,918.

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Discovery Student Volunteering Swansea Report of the Trustees For the year ending 31st July 2024

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Discovery Student Volunteering Swansea Report of the Trustees For the year ending 31st July 2024

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Discovery Student Volunteering Swansea Report of the Trustees For the year ending 31st July 2024

Supported Volunteering and Social Action Groups

This project enables disabled volunteers to volunteer by pairing them with student volunteers who can provide person centred support either one to one or in small groups. The groups also explore wellbeing, local and global social issues and campaigns.

‘The project helps us be more confident, it pushes us a little bit and is generally amazing’

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Discovery Student Volunteering Swansea Report of the Trustees For the year ending 31st July 2024

Student Volunteer reflections

“Arriving at Swansea University in September 2023 marked the beginning of a transformative journey for me. I eagerly signed up for volunteering with Discovery the moment I heard about it. Initially, juggling schoolwork and extracurricular activities was challenging. After the first semester, I found myself missing home and struggling with depression. However, in a twist of fate, becoming an active volunteer in the second semester turned into a miracle, helping me manage my depression while having fun and acquiring new skills. The training I received through Discovery shaped my approach to working with individuals, especially those with disabilities, and taught me valuable lessons about empathy and support. As an introvert, I never imagined being able to manage so many activities alongside my demanding science course. Through volunteering, I found a family and a sense of belonging. In reflection, volunteering with Discovery was a pivotal part of my university experience. It not only helped me cope with personal struggles but also allowed me to contribute positively to the community. This experience has set a solid foundation for my future, underscoring the profound impact of giving back to the community.”

“Engaging in these projects helped me develop a sense of civic responsibility, while also improving my organizational and teamwork skills. Collaborating with fellow volunteers and community members on these initiatives showed me the power of collective action and strengthened my leadership abilities. Reflecting on this experience, I realize how much my volunteering has broadened my understanding of community impact, refined my communication skills, and solidified my commitment to supporting others. The skills I gained will be invaluable as I continue to pursue roles that focus on education, mental well-being, and community involvement.”

“Volunteering at the Vetch was always about the people and that’s what volunteering with Discovery has given me; soft skills and the confidence to engage in conversations with people from different walks of life.”

“Volunteering at Discovery Swansea has been a transformative experience for me. One that has left a lasting mark on my personal and professional development. Engaging in this initiative has not only allowed me to contribute meaningfully to the community but also to grow in ways I had not anticipated.. The organization's commitment to making a tangible difference is infectious, and this ethos permeated every aspect of my volunteer experience. I was involved in various projects, each designed to address specific community needs, ranging from training programs, social activities, and environmental conservation efforts. One of the most impactful projects I participated in was the Swansea Women's Aid project. Working with Vulnerable Women and children who needed extra support was both challenging and rewarding. It required patience, empathy, ability to make decisions, and adaptability. Additionally, the necessity to adapt to unexpected challenges improved my problem-solving skills. “

“Volunteering is a rewarding experience because I never would have imagined learning so much more than what I could ever have learned in a regular job. I realized that I probably will continue serving due to some sort of satisfaction that comes from helping others like care home support, and asylum seeker support and other fun activities too.”

“Volunteering is something that I have always been passionate about. As an international student initially, I was very nervous whether I would be able to survive or adapt here but volunteering at Discovery solved my problems. Hearing about volunteering at Discovery in my 1st year was exciting because I had found my safe space here, the working environment at the office and the people, everything was just amazing. It has been a transformative experience for me. It provided me with a platform to adapt to a new environment, connect with diverse individuals, and build meaningful relationships. Through various roles and responsibilities, I improved key skills such as communication, teamwork, and time management. Being, a project coordinator for a children’s project (Buddied Reading) in my 2nd year allowed me to develop leadership and organizational abilities, as I recruited volunteers, planned socials, and ensured tasks were completed efficiently. Becoming an ambassador this year further enhanced my public speaking and networking skills, enabling me to represent Discovery and its values. These experiences not only enriched my personal growth but also significantly boosted my CV. This journey has instilled a sense of confidence in me, encouraging me to seize opportunities and step outside my comfort zone. It strengthened my faith in the ability of volunteer work to shape careers, benefit the community, and spur personal growth. I will always be thankful and grateful to Discovery for this lifetime of joyful experience.”

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Discovery Student Volunteering Swansea Report of the Trustees For the year ending 31st July 2024

Training programmes

As well as our ongoing induction training for all new volunteers we have offered a vibrant mix of training sessions. Aimed at helping our volunteers build their skills, values and understanding of a wide range of issues that impact on their volunteering roles.

Look After Your Mate Disability Awareness - First Aid Supported Volunteering Scheme Safeguarding Sight Loss Awareness Look After Your Mate Systems of Oppression and Allyship Autism Awareness Financial Wellbeing Disability Awareness

Sensory Sport Workshop Trans Etiquette For Your Volunteering Asylum in the UK Disability Awareness Sight Loss Awareness Supported Volunteering Scheme Financial Wellbeing Suicide and Non-Suicidal Self-Injury Talking About Your Volunteering Disability Awareness Welsh taster session

One off volunteering

Fidget toys for wellbeing Beach clean Shwmae day Hopewalk with Papyrus October Give it a go Week

• Active 18 Halloween Party

• Billingual Kindness cards for Penpals • LEGO model building • Beach Clean Bay

• DIY Bookmarks for Buddied Reading and School Daze Gardening with Campus Life Letter Writing for Schools Trans Affirming Poscard makings Wellbeing Wednesday Crafting in School Bilingual Christmas kindness cards Christmas Card Making University Beach Clean School Daze Pack Making Session Age Exchange Bunting Making

Tea Dance

Welsh Love Spoon Making University Beach Clean February Student Volunteering Week

• Digital media skills • Creating Book Characters

• The Vetch

• Building Nest Boxes Bingo Bore Coffi LGBTQ+ History Month Posters

Circus Eruption Gardening Letter Writing for Schools University Beach Clean Short Story Writing Community Litter Pick Short Story Writing University Beach Clean Bag Dropping - Help Out When You Move Out Kindness Cards and Letter Writing Resource Making - Crisis Welsh Learner Packs Marathon Cheering – Crisis Bag Collection – Help out when you move out

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Discovery Student Volunteering Swansea Report of the Trustees For the year ending 31st July 2024

Future Developments

We intend to maintain a strong offering of student volunteering and continue to work closely with the wider Swansa third sector to ensure that students can get invoked in a wide range of opportunities, both building their skills and helping where it is most needed.

We continue to see students requiring more and more support as the cost of living crisis, world events and challenges in the education sector continue. Therefore, being a caring organisation that values its people and finds the best ways to support them will remain central, we will establish strong links with university support services and ensure that students are accessing help when the need it.

By changing the term of our student trustees we hope to be able to develop our trustee board and governance function,. We anticipate changes in our non student trustees over the next year so will be building links with potential new trustees.

2025/2026 will mark our 60[th] anniversary so we will start planning events and activities to celebrate this important milestone.

The funding environment remails challenging for small charities so we intend to look to diversify our fundraising by finding ways for our supporters to contribute directly to what we do. This will include joining Lotto Abertawe, holding fundraising events and exploring other options.

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Discovery Student Volunteering Swansea Report of the Trustees For the year ending 31st July 2024

REFERENCE AND ADMINISTRATIVE DETAILS

Student Trustees

President Felicity McKee (To April 2024) Charlotte Cooke (From April 2024) Vice President Rewa Gupta (To April 2024) Treasurer Mamta Behera (To April 2024) Levis (From April 2024) Secretary Natalie Jarvis (To April 2024) Georgia Rees (From April 2024) Naman Kumar (From April 2024) Non Portfolio Felicity McKee Georgia Rees Charlotte Cooke Briony Haines (To April 2024) Georgia Marklew (To April 2024) Emm Thomas

From April 2024 (non portfolio) Olugbenga Fayehun Levis Varghese Mamta Behra Natalie Jarvis Omon Aiwejhoe Malgozata Ragosko Sienna Stone

Non-Student Trustees

Chair Sian Impey

Vice Chair Alison Walker

Treasurer Mike Buckle

Non Portfolio Louise Rees

Community Trustee Emily Bollington (To April 2024)

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Discovery Student Volunteering Swansea Report of the Trustees For the year ending 31st July 2024

Independent examiner

MHA Chartered Accountants MHA House Charter Court Swansea Enterprise Park Swansea SA7 9FS

Bankers

Lloyds TSB Bank PLC Oxford Street Swansea SA1 3AP

Santander Bank

1 Union Street Swansea SA1 3EE

TRUSTEES RESPONSIBILITIES

The Charities Act requires the trustees to prepare financial statements for each financial year, which give a true and fair view of the state of affairs of the charity and of the statement of financial activities of the charity for that period. In preparing those financial statements, the trustees are required to:

The trustees are responsible for keeping proper accounting records which disclose with reasonable accuracy the financial position of the charity and to enable them to ensure that the financial statements comply with the Charities Act. 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. The trustees are responsible for the maintenance and integrity of the charity and financial information included on the charity’s website.

Insofar as the trustees are aware:

April 29, 2025

Approved by order of the board of trustees on ………………………………….. and signed on its behalf by:

Dr Alison Walker - Trustee

Charlotte Cooke – Trustee

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DISCOVERY SVS

INDEPENDENT EXAMINER'S REPORT FOR THE YEAR ENDED 31 JULY 2024

Independent examiner's report to the Trustees of Discovery SVS ('the Charity')

I report to the charity Trustees on my examination of the accounts of the Charity for the year ended 31 July 2024.

Responsibilities and basis of report

As the Trustees of the Charity you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 ('the 2011 Act').

I report in respect of my examination of the Charity's accounts carried out under section 145 of the 2011 Act and in carrying out my examination I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the 2011 Act.

Independent examiner's statement

Since the Charity's gross income exceeded £250,000 your examiner must be a member of a body listed in section 145 of the 2011 Act. I confirm that I am qualified to undertake the examination because I am a member of the institute of Chartered Accountants in England and Wales, which is one of the listed bodies.

I have completed my examination. I confirm that no matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:

  1. accounting records were not kept in respect of the Charity as required by section 130 of the 2011 Act; or

  2. the accounts do not accord with those records; or

  3. the accounts do not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a 'true and fair' view which is not a matter considered as part of an independent examination.

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

This report is made solely to the Charity's Trustees, as a body, in accordance with Part 4 of the Charities (Accounts and Reports) Regulations 2008. My work has been undertaken so that I might state to the Charity's Trustees those matters I am 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 and the Charity's Trustees as a body, for my work or for this report.

Signed: Dated: May 7, 2025 Rachel Doyle ACA DChA

MHA, Chartered Accountants, MHA House, Charter Court, Swansea Enterprise Park, Swansea, SA7 9FS

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DISCOVERY SVS

STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 JULY 2024

Note
Income from:
Donations and legacies
3
Charitable activities
4
Other trading activities
5
Total income
Expenditure on:
Charitable activities
Total expenditure
Net movement in funds
Reconciliation of funds:
Total funds brought forward
Net movement in funds
Total funds carried forward
Restricted
funds
2024
£
98,200
-
360
98,560
102,249
102,249
(3,689)
22,746
(3,689)
19,057
Unrestricted
funds
2024
£
154,942
136
21,041
176,119
115,678
115,678
60,441
123,155
60,441
183,596
Total
funds
2024
£
253,142
136
21,401
274,679
217,927
217,927
56,752
145,901
56,752
202,653
Total
funds
2023
£
197,214
297
6,028
203,539
204,301
204,301
(762)
146,663
(762)
145,901

The Statement of financial activities includes all gains and losses recognised in the year.

The notes on pages 19 to 31 form part of these financial statements.

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DISCOVERY SVS

BALANCE SHEET AS AT 31 JULY 2024

Note
Fixed assets
Tangible assets
11
Current assets
Debtors
12
Cash at bank and in hand
Creditors: amounts falling due within one
year
13
Net current assets
Total assets less current liabilities
Net assets excluding pension asset
Total net assets
Charity funds
Restricted funds
14
Unrestricted funds
14
Total funds
15,310
238,778
254,088
(53,386)
2024
£
1,951
1,951
200,702
202,653
202,653
202,653
19,057
183,596
202,653
54,169
157,729
211,898
(68,516)
2023
£
2,519
2,519
143,382
145,901
145,901
145,901
22,746
123,155
145,901

The financial statements were approved and authorised for issue by the Trustees and signed on their behalf by:

Dr Alison Walker Charlotte Cooke (Trustee) (Trustee) Date: April 29, 2025

The notes on pages 19 to 31 form part of these financial statements.

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DISCOVERY SVS

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 JULY 2024

1. General information

Discovery Student Volunteering Swansea is an unincorporated trust, registered with the Charity Commission for England and Wales. The registered number is 256146 and principal address is: Fulton House Swansea University Singleton Park Swansea SA2 8PP

The functional and presentation currency of the financial statements is the Pound Sterling (£) and balances are rounded to the nearest £1.

2. Accounting policies

2.1 Basis of preparation of financial statements

The financial statements have been prepared in accordance with the Charities SORP (FRS 102) - Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019), the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) and the Charities Act 2011.

Discovery SVS meets the definition of a public benefit entity under FRS 102. Assets and liabilities are initially recognised at historical cost or transaction value unless otherwise stated in the relevant accounting policy.

2.2 Going concern

A significant proportion of the charity’s income is by way of grant funding. The charity is reliant upon the continuing support of its grant funders. The trustees have responded to this risk by ensuring that cash reserves are maintained in order to cover a sufficient period so that the charity can meet ongoing running costs and any staff redundancy costs.

The trustees have a reasonable expectation that the charity will have adequate resources to continue in operational existence for the foreseeable future and accordingly adopt the going concern basis in preparing the financial statements.

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Docusign Envelope ID: 11EAC382-1089-46D4-8D11-D8EE5FB4BA73Docusign Envelope ID: 4F913780-94FE-4EA7-948D-9D8236DD191C

DISCOVERY SVS

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 JULY 2024

2. Accounting policies (continued)

2.3 Income

All income is recognised once the Charity has entitlement to the income, it is probable that the income will be received and the amount of income receivable can be measured reliably.

Grants are included in the Statement of financial activities on a receivable basis. The balance of income received for specific purposes but not expended during the period is shown in the relevant funds on the Balance sheet. Where income is received in advance of entitlement of receipt, its recognition is deferred and included in creditors as deferred income. Where entitlement occurs before income is received, the income is accrued.

Gifts in kind donated for distribution are included at valuation and recognised as income when they are distributed to the projects. Gifts donated for resale are included as income when they are sold.

Where the donated good is a fixed asset, it is measured at fair value, unless it is impractical to measure this reliably, in which case the cost of the item to the donor should be used. The gain is recognised as income from donations and a corresponding amount is included in the appropriate fixed asset class and depreciated over the useful economic life in accordance with the Charity's accounting policies.

On receipt, donated professional services and facilities are recognised on the basis of the value of the gift to the Charity which is the amount it would have been willing to pay to obtain services or facilities of equivalent economic benefit on the open market; a corresponding amount is then recognised in expenditure in the period of receipt.

Income from tax reclaims are recognised in the same period as the gift or donation to which they relate.

2.4 Expenditure

Expenditure is recognised once there is a legal or constructive obligation to transfer economic benefit to a third party, it is probable that a transfer of economic benefits will be required in settlement and the amount of the obligation can be measured reliably. Expenditure is classified by activity. The costs of each activity are made up of the total of direct costs and shared costs, including support costs involved in undertaking each activity. Direct costs attributable to a single activity are allocated directly to that activity. Shared costs which contribute to more than one activity and support costs which are not attributable to a single activity are apportioned between those activities on a basis consistent with the use of resources. Central staff costs are allocated on the basis of time spent, and depreciation charges allocated on the portion of the asset’s use.

Expenditure on charitable activities is incurred on directly undertaking the activities which further the Charity's objectives, as well as any associated support costs.

All expenditure is inclusive of irrecoverable VAT.

2.5 Allocation of support and governance costs

Governance costs comprise of all costs involving the public accountability of the charity and its compliance with regulation and good practice. These costs include costs related to the independent examination and legal fees together with support costs. Due to the nature of the operations of the charity it was not considered appropriate to allocate expenditure on activities.

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Docusign Envelope ID: 11EAC382-1089-46D4-8D11-D8EE5FB4BA73Docusign Envelope ID: 4F913780-94FE-4EA7-948D-9D8236DD191C

DISCOVERY SVS

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 JULY 2024

2. Accounting policies (continued)

2.6 Charitable activities

Costs of charitable activities comprise all costs incurred in the pursuit of the charitable objects of the charity.

2.7 Tangible fixed assets and depreciation

Tangible fixed assets costing £1,000 or more are capitalised and recognised when future economic benefits are probable and the cost or value of the asset can be measured reliably.

Tangible fixed assets are initially recognised at cost. After recognition, under the cost model, tangible fixed assets are measured at cost less accumulated depreciation and any accumulated impairment losses. All costs incurred to bring a tangible fixed asset into its intended working condition should be included in the measurement of cost.

Depreciation is charged so as to allocate the cost of tangible fixed assets less their residual value over their estimated useful lives, using the straight-line method.

Depreciation is provided on the following basis:

Fixtures and fittings - 20%
Computer equipment - 20%

2.8 Debtors

Trade and other debtors are recognised at the settlement amount after any trade discount offered. Prepayments are valued at the amount prepaid net of any trade discounts due.

2.9 Cash at bank and in hand

Cash at bank and in hand includes cash and short-term highly liquid investments with a short maturity of three months or less from the date of acquisition or opening of the deposit or similar account.

2.10 Liabilities and provisions

Liabilities are recognised when there is an obligation at the Balance sheet date as a result of a past event, it is probable that a transfer of economic benefit will be required in settlement, and the amount of the settlement can be estimated reliably.

Liabilities are recognised at the amount that the Charity anticipates it will pay to settle the debt or the amount it has received as advanced payments for the goods or services it must provide.

Provisions are measured at the best estimate of the amounts required to settle the obligation. Where the effect of the time value of money is material, the provision is based on the present value of those amounts, discounted at the pre-tax discount rate that reflects the risks specific to the liability. The unwinding of the discount is recognised in the Statement of financial activities as a finance cost.

2.11 Taxation

The charity is exempt from tax on its charitable activities. Irrecoverable VAT is charged against the category of expenditure for which it was incurred.

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Docusign Envelope ID: 11EAC382-1089-46D4-8D11-D8EE5FB4BA73Docusign Envelope ID: 4F913780-94FE-4EA7-948D-9D8236DD191C

DISCOVERY SVS

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 JULY 2024

2. Accounting policies (continued)

2.12 Financial instruments

The Charity only has financial assets and financial liabilities of a kind that qualify as basic financial instruments. Basic financial instruments are initially recognised at transaction value and subsequently measured at their settlement value with the exception of bank loans which are subsequently measured at amortised cost using the effective interest method.

2.13 Pensions

The charity operates a defined contribution pension scheme. Contributions payable to the charity's pension scheme are charged to the Statement of Financial Activities in the period to which they relate.

2.14 Fund accounting

General funds are unrestricted funds which are available for use at the discretion of the Trustees in furtherance of the general objectives of the Charity and which have not been designated for other purposes.

Restricted funds are funds which are to be used in accordance with specific restrictions imposed by donors or which have been raised by the Charity for particular purposes. The costs of raising and administering such funds are charged against the specific fund. The aim and use of each restricted fund is set out in the notes to the financial statements.

3. Income from donations and legacies

Donations
Grants
Donations
Grants
Restricted
funds
2024
Unrestricted
funds
2024
£
£
-
5,114
98,200
149,828
98,200
154,942
Restricted
funds
2023
Unrestricted
funds
2023
£
£
-
7,991
53,923
135,300
53,923
143,291
Total
funds
2024
£
5,114
248,028
253,142
Total
funds
2023
£
7,991
189,223
197,214

Page 22

Docusign Envelope ID: 11EAC382-1089-46D4-8D11-D8EE5FB4BA73Docusign Envelope ID: 4F913780-94FE-4EA7-948D-9D8236DD191C

DISCOVERY SVS

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 JULY 2024

4. Income from charitable activities

Unrestricted
funds
2024
£
Income from charitable activities
136
Restricted
funds
2023
Unrestricted
funds
2023
£
£
Income from charitable activities
13
284
Total
funds
2024
£
136
Total
funds
2023
£
297

5. Income from other trading activities Income from fundraising events

Other trading activities
Interest income
Other trading activities
Interest income
Restricted
funds
2024
Unrestricted
funds
2024
£
£
360
13,512
-
7,529
360
21,041
Restricted
funds
2023
Unrestricted
funds
2023
£
£
800
2,168
-
3,060
800
5,228
Total
funds
2024
£
13,872
7,529
21,401
Total
funds
2023
£
2,968
3,060
6,028

Page 23

Docusign Envelope ID: 11EAC382-1089-46D4-8D11-D8EE5FB4BA73Docusign Envelope ID: 4F913780-94FE-4EA7-948D-9D8236DD191C

DISCOVERY SVS

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 JULY 2024

6. Analysis of expenditure by activities

Charitable activities
Charitable activities
Analysis of direct costs
Staff costs
Activities
Travel and subsistence
Dues and subscriptions
Staff training
Resources
Refreshments
Telephone
Depreciation
Other costs
Activities
undertaken
directly
2024
£
210,073
Activities
undertaken
directly
2023
£
195,710
Support
costs
2024
£
7,854
Support
costs
2023
£
8,591
Total
funds
2024
£
178,918
1,977
2,164
4,998
2,090
728
909
135
568
17,586
210,073
Total
funds
2024
£
217,927
Total
funds
2023
£
204,301
Total
funds
2023
£
161,502
4,366
3,161
6,355
5,495
1,299
954
492
320
11,766
195,710

Analysis of support costs

Page 24

Docusign Envelope ID: 11EAC382-1089-46D4-8D11-D8EE5FB4BA73Docusign Envelope ID: 4F913780-94FE-4EA7-948D-9D8236DD191C

DISCOVERY SVS

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 JULY 2024

6. Analysis of expenditure by activities (continued)

Analysis of support costs (continued)

Insurance
Bank charges
Governance costs
Total
funds
2024
£
2,647
84
5,123
7,854
Total
funds
2023
£
1,701
77
6,813
8,591
7. Governance costs
2024 2023
£ £
Independent examination 3,102 2,800
Payroll & training fees 1,562 1,265
Legal fees 459 2,748

8. Staff costs

Wages and salaries
Pension scheme contributions
2024
£
171,428
7,490
178,918
2023
£
154,909
6,593
161,502

The average number of persons employed by the Charity during the year was as follows:

2024 2023
No. No.
. 8 8

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Docusign Envelope ID: 11EAC382-1089-46D4-8D11-D8EE5FB4BA73Docusign Envelope ID: 4F913780-94FE-4EA7-948D-9D8236DD191C

DISCOVERY SVS

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 JULY 2024

8. Staff costs (continued)

No employee received remuneration amounting to more than £60,000 in either year.

Key management personnel are considered to be those personnel who are not trustees but sit within key operational and strategic roles. The total costs of the key management personnel were £41,599 (2023 - £40,976).

9. Trustees' remuneration and expenses

During the year, no Trustees received any remuneration or other benefits (2023 - £NIL) .

During the year ended 31 July 2024, expenses totalling £ 372 were reimbursed or paid directly to 3 Trustees (2023 - £NIL ). Reimbursed expenses related to general volunteer and office costs.

10. Volunteers

The value of volunteers’ time given within the year is estimated with reference to the recorded number of volunteer hours multiplied by the estimated hourly rate that an employee would have been paid for carrying out the service. The quantified benefit to the charity for volunteers’ time was £266,709 (2023: £163,256), given that 20,400 (2023: 13,000) hours were recorded. This amount has not been recognised in the accounts.

11. Tangible fixed assets

Cost or valuation
At 1 August 2023
At 31 July 2024
Depreciation
At 1 August 2023
Charge for the year
At 31 July 2024
Fixtures and
fittings
£
1,573
1,573
236
315
551
Computer
equipment
£
1,266
1,266
84
253
337
Total
£
2,839
2,839
320
568
888

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Docusign Envelope ID: 11EAC382-1089-46D4-8D11-D8EE5FB4BA73Docusign Envelope ID: 4F913780-94FE-4EA7-948D-9D8236DD191C

DISCOVERY SVS

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 JULY 2024

11. Tangible fixed assets (continued)

Net book value
At 31 July 2024
At 31 July 2023
Debtors
Due within one year
Trade debtors
Other debtors
Prepayments and accrued income
Creditors: Amounts falling due within one year
Trade creditors
Pension fund loan payable
Accruals and deferred income
Fixtures and
fittings
£
1,022
1,337
Computer
equipment
£
929
1,182
2024
£
7,399
1,295
6,616
15,310
2024
£
2,809
1,008
49,569
53,386
Total
£
1,951
2,519
2023
£
47,463
2,215
4,491
54,169
2023
£
2,516
931
65,069
68,516

12. Debtors

13. Creditors: Amounts falling due within one year

Page 27

Docusign Envelope ID: 11EAC382-1089-46D4-8D11-D8EE5FB4BA73Docusign Envelope ID: 4F913780-94FE-4EA7-948D-9D8236DD191C

DISCOVERY SVS

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 JULY 2024

14. Statement of funds

Statement of funds - current year

Balance at 1
August 2023
£
Unrestricted funds
General Funds - all funds
123,155
Restricted funds
Austin Bailey Foundation
2,741
BBC Children In Need
3,695
Swansea Youth Bank
307
Swansea Siavonga Partnership
1,635
Volunteering In Wales
6,800
Supported Volunteers
5,226
ICF C4B
221
SEA WOW
361
Transformation Fund
831
Postcode Fund
-
Toyota Community Fund
191
Shared Prosperity Fund
-
Non Project Specific
738
22,746
Total of funds
145,901
Income
£
176,119
2,750
-
-
-
24,204
360
10,924
7,151
-
14,323
2,000
36,848
-
98,560
274,679
Expenditure
£
Balance at
31 July 2024
£
(115,678)
183,596
(5,381)
110
(3,695)
-
-
307
(500)
1,135
(24,762)
6,242
(455)
5,131
(9,324)
1,821
(4,578)
2,934
-
831
(14,323)
-
(1,815)
376
(36,848)
-
(568)
170
(102,249)
19,057
(217,927)
202,653
Expenditure
£
Balance at
31 July 2024
£
(115,678)
183,596
(5,381)
110
(3,695)
-
-
307
(500)
1,135
(24,762)
6,242
(455)
5,131
(9,324)
1,821
(4,578)
2,934
-
831
(14,323)
-
(1,815)
376
(36,848)
-
(568)
170
(102,249)
19,057
(217,927)
202,653
110
-
307
1,135
6,242
5,131
1,821
2,934
831
-
376
-
170
19,057
202,653

Page 28

Docusign Envelope ID: 11EAC382-1089-46D4-8D11-D8EE5FB4BA73Docusign Envelope ID: 4F913780-94FE-4EA7-948D-9D8236DD191C

DISCOVERY SVS

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 JULY 2024

14. Statement of funds (continued)

Statement of funds - prior year

Unrestricted funds
General Funds - all funds
Restricted funds
Austin Bailey Foundation
BBC Children In Need
Swansea Youth Bank
Swansea Siavonga Partnership
Volunteering In Wales
Supported Volunteers
ICF C4B
SEA WOW
Transformation Fund
Postcode Fund
Toyota Community Fund
Non Project Specific
Total of funds
Balance at
1 August
2022
£
126,804
3,284
2,794
307
2,096
4,182
4,501
1,356
602
-
-
-
738
19,860
146,664
Income
£
148,803
1,750
10,000
-
-
15,706
813
3,164
9,770
1,000
10,533
2,000
-
54,736
203,539
Expenditure
£
(152,452)
(2,293)
(9,099)
-
(461)
(13,088)
(88)
(4,299)
(10,011)
(169)
(10,533)
(1,809)
-
(51,850)
(204,302)
Balance at
31 July 2023
£
123,155
2,741
3,695
307
1,635
6,800
5,226
221
361
831
-
191
738
22,746
145,901

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Docusign Envelope ID: 11EAC382-1089-46D4-8D11-D8EE5FB4BA73Docusign Envelope ID: 4F913780-94FE-4EA7-948D-9D8236DD191C

DISCOVERY SVS

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 JULY 2024

14. Statement of funds (continued)

Each of our projects is led by one or two project co-ordinators. These are exceptional student volunteers who are prepared to take on a leadership role, supporting and organising their own teams of volunteers and liaising directly with our community contacts. Without these brilliant, dedicated volunteers we would not be able to offer such a remarkable range of volunteering opportunities to students and to the community around us. We are so grateful for everything they do.

Swansea University and the Shared Prosperity Fund support all of our project.

Active18

Provides group activities for adults with additional needs. Volunteers work as a team to plan and deliver a programme of activities each week, as well as attending sessions and supporting participants to engage. Activities are themed around the NHS 5 ways to wellbeing.

Supported by Regional Integrated Fund, West Glamorgan Regional Partnership (ICF C4B)

Age Exchange

Pairs students and residents together in weekly care home visits. Volunteers may walk around the grounds or hang out in the lounge playing games or doing crafts with the residents. Supported by the Transformation Fund and Austin Bailey Foundation

Buddied Reading

Pairs students and children together in weekly reading sessions at two local schools. Supported by Auston Bailey Foundation

Building Blocks

Uses the LEGO Therapy Model to run a programme of weekly sessions for children who may be struggling with social skills or friendship making.

Supported by Children in Need and Austen Bailey Foundation

Connect Groups

Events to raise awareness of mental health and looking after your wellbeing. Volunteers plan and deliver weekly wellbeing group sessions, virtually and/or in person, for other students. Supported by Austin Bailey Foundation

Clwb Cymraeg

A regular Welsh Language Club run in partnership with the Student Union and Campus life. Volunteers help to plan and deliver activities. Supported by the Austen Bailey Foundation

Penpal Project

Pairs students with community members young and old to exchange letters and cards. Supported by Children in Need and Austin bailey Foundation

STAR Project

providing volunteer support for Unity in Diversity, a local drop in and English classes for refugee and asylum seekers in Swansea. Supported by Austin Bailey Foundation

The Vetch

Supports local community members in maintaining their allotment plots and community garden. Supported by Austin Bailey Foundation and Toyota Community Fund

School Daze

Class room support in local schools.

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Docusign Envelope ID: 11EAC382-1089-46D4-8D11-D8EE5FB4BA73Docusign Envelope ID: 4F913780-94FE-4EA7-948D-9D8236DD191C

DISCOVERY SVS

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 JULY 2024

14. Statement of funds (continued)

Supported by Austin Bailey Foundation

Supported Volunteering Scheme and Social Action Groups

The Supported Volunteering Scheme gives volunteers the opportunity to work one to one with a disabled adult to support them to volunteer. Paired volunteers work on tasks in the Discovery office. Small groups work on well being, activism and awareness raising.

Supported by WCVA Main Volunteering Grant, Swansea Youth Bank and Postcode Trust Lottery

Swansea Women's Empowerment Society (SWES)

Activities offering a safe space for students who are a woman, trans or non-binary and have experienced sexual assault/ harassment.

Supported by Austin Bailey Foundation

Ambassadors

Promote volunteering in a range of different ways. Including talks, stalls and presentation, Creating digital media and supporting the staff team with volunteer interviews. Supported by Austin Bailey Foundation

One off volunteering

A diverse and exciting programme of volunteering including creating resources for other charities, environmental projects and litter picks.

Supported by Toyota Community Fund

Swansea Siavonga Partnership

We are unable to visit Siavonga as we have in the past but this year we were able to support the building of an extra room that would provide stable housing for one of the children who benefited form our scholarship scheme.

Swansea Employability Academy (SEA WOW)

We have worked in partnership with SEA to host student interns. Funded by SEA these student staff members have made a huge contribution to the work of Discovery and expanded our capacity at key times.

15. Analysis of net assets between funds

Analysis of net assets between funds - current period

Tangible fixed assets
Current assets
Creditors due within one year
Total
Restricted
funds
2024
Unrestricted
funds
2024
£
£
1,951
-
63,783
190,305
(46,677)
(6,709)
19,057
183,596
Total
funds
2024
£
1,951
254,088
(53,386)
202,653

Page 31