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2024-03-31-accounts

olunt ANNUAL REPORT l April 2023 - 31 March 2024 Dinas Powys Voluntary Concern Murchfield Community Centre Sunnycroft Lane Dinas Powys Vale of Glamorgan CF64 4QQ Tel No: 02920513700 Email: dpvc@btinternet.com Dinas Powys Voluntary Concern is a Registered Charity No. 502496

OUR STATEMENT OF PURPOSE:

THE PRIMARY PURPOSE OF DPVC IS TO:

SUPPORT VOLUNTARY GROUPS AND INDIVIDUALS WHO SEEK TO IMPROVE THE QUALITY OF LIFE:

FOR THE ELDERLY, FOR PEOPLE WITH DISABILITIES OR THOSE OTHERWISE DISADVANTAGED AND LIVING IN OUR COMMUNITIES AND TO ACT AS A FIRST PORT OF CALL FOR THOSE SEEKING HELP OR ADVICE

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Serving the Community – Our Community

DPVC was first established as the Council of Social Services in 1972 as a result of a meeting of services and voluntary organisations who elected Dr Haydn Jones as chairman. It was later renamed Dinas Powys Voluntary Concern (DPVC). A registered charity, it promotes charitable activities for the benefit of people living in and around Dinas Powys.

DPVC provides a service to individuals, groups and organisations, the elderly and people with disabilities. It does this in many ways such as by:

 Operating the DPVC office and providing a “first port of call” for those seeking advice and information

 Providing a Photocopying, Laminating and Comb-binding Service at the office.

 Cooperating with and supporting other Dinas Powys organisations and events

DPVC is managed by a Management Committee of Trustees, responsible for planning, development and financial control. The Committee is supported by five working groups:

Finance Community Services Publications Transport Services Human Resources and Policies

The DPVC office is the administrative base for all the activities of DPVC. The office is open every weekday to provide help, advice and information about DPVC and other voluntary and statutory services.

DPVC has two part time coordinators. Our DPVC Coordinator’s role is to organise and support the activities of volunteers in the Good Neighbour Scheme. Her role is also:  to support DPVC and its administration

The Wellbeing and Befriending Coordinator role is identify those who need support and to recruit, train and support befriending and digital volunteers; and to support the efficient running of DPVC

Our volunteers are key to all our activities and without them the organisation would not exist.

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CHAIRMAN’S REPORT

Dinas Powys Voluntary Concern has contributed to the wellbeing of residents in our local community for over fifty years.

Most of those we support are elderly or have mobility problems, although it has always been the policy of DPVC to offer help on the basis of need and on no other factor. Transport, either through the use of the minibus/ambulance for supported shopping trips or to community activities, or in our Medical Centre VW Caddy to medical appointments, is a core service, but wellbeing and mental health is an integral part of the charity’s services and befriending, in person or by telephone or through social groups has become more integral to the charity’s main aim of enabling residents to maintain independence. The challenges of recent years have proved how vital many residents find our help and support. In this report it can be seen that Dinas Powys Voluntary Concern has introduced and developed activities and projects that enrich the lives of our local residents.

We are extremely grateful to the Vale of Glamorgan Council for the support they give us, both financially and in kind. It is only through this financial support that our part-time coordinators, Wendy Lees and Judith Anderson, can be funded.

Our two Coordinators, Wendy and Judith are based in the DPVC Office. Wendy is usually the contact that many of our elderly, frail, vulnerable and often isolated residents meet first, and her efficiency and local knowledge ensures that appropriate support and advice can be offered to volunteers as well as those we help.

Judith is the Befriending and Wellbeing Service coordinator and recruits both volunteers and users for this invaluable service. The Befriending Scheme includes telephone befriending and digital support. Judith also coordinates the DPVC Wellbeing Garden - and deals with DPVC’s grant funding for new and existing projects.

DPVC has a great team of volunteers that we can call on, often at short notice. Their experience and local knowledge ensures that our users receive the help and support that we strive to give, including personal shopping, prescription collection and as telephone befrienders. Shopping trips to local supermarkets take place regularly through the week. The minibus is also used to transport elderly and frail passengers to the monthly Tuesday Games and Social Club,

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run by Wendy and her team of volunteers, and held in Murchfield Community Centre. The weekly soup lunch also held at the Murchfield Community Centre continues to be a great success, providing a hub where all members of our community can meet and enjoy a meal at reasonable cost in pleasant surroundings amongst new and old friends. Again my thanks to our Coordinators and their dedicated team of volunteers.

This year a number of social and fundraising events took place. In May we held an afternoon tea in the community centre to celebrate the coronation of King Charles III. As the heavens opened, the party was held indoors and we were entertained by old friends, the rock and roll band The Sunsets. I celebrated my 80[th] Birthday in September with family and friends with a “Night at the Races” fundraising event, hosted by Mark Thompson which raised over a £1000 for the charities funds. We are grateful to Mark for all his time, effort and for making it a great success. Mark also gave up of his time and entertained us all at our Christmas Coffee morning.

The DPVC Wellbeing Garden Project at Nightingale Gardens, established in 2021/22, has proved to be successful new venture. The Memory Café continues to be a meeting place for those with memory problems and their family, friends and carers; a place of friendship, help and support. Jigsaws and other suitable activities are available and prove popular. A small art group, open to all, and led by Matthew Salisbury, runs alongside the memory café.

Thanks to the hard work, initiative and resilience of our coordinators and the willing and generous support from our volunteers and trustees, DPVC has helped to alleviate loneliness and isolation and has been able to meet many of the needs of our community that have been amplified by the recent pandemic.

We are also extremely grateful for the financial support we have received from the Welsh Government, GVS, the Vale of Glamorgan Council and from the local community, all of which has been vital to offset the continued loss of income and extra costs caused by the Covid pandemic and its aftermath. Please refer to the financial report for more details about these. This support has proved vital to the charity. Without this support, we could not have continued to serve our community. DPVC is looking forward to yet another successful year and new and exciting projects are well under way.

John Fanshaw Chair, Dinas Powys Voluntary Concern

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COORDINATORS REPORT

The tables below show a breakdown of the number of enquiries and transport help we have provided over the last year.

Nature of enquiry Number of enquiries Nature of enquiry Number of enquiries
Prescripton collecton 15
Practcal help 38
Transport
38 (excluding Caddy)
Shopping by volunteers 103
Befriending 12

Shopping by volunteers was still an important service for some residents who were unable to access the shops. Practical help included posting, Pension collecting and providing contact details for other organisation services.

Befriending

The Befriending Project now consist of 4 different services, all run by volunteers and a part time coordinator. The original concept of face-to-face befriending has expanded to meet the needs of the community.

The service was relaunched in 2023 after a successful funding bid of £1617 in November. Four further volunteers were recruited after the relaunch and all of them are now active within the service, visiting new referrals on a weekly basis. The Soup Lunch. reached its first birthday in October. It offers an affordable lunch and social occasion, open to anyone, with consistently high numbers, regularly reaching 30. The lunch is volunteer led with RVS, as well as DPVC volunteers, joining the monthly rota. Two additional volunteers joined the lunch team, bringing the total number to nine.

The Wellbeing Garden welcomed a new lead volunteer in 2023 and the garden continues to open on the first and third Friday of every month. The project is due to move to a larger site in 2024/25. A team of four volunteers facilitate the Memory Café on the second and fourth Friday of every month providing refreshments and offering support. The informal art group runs alongside and is also volunteer led. Other events such as the Coronation Party in 2023, the annual Strawberry Tea, Christmas and Spring Coffee Mornings all fall within the remit of the Befriending service, organised jointly by both coordinators. These informal social occasions bring together everyone who uses any of the DPVC services including volunteers. Most of the core services are still provided free of charge to service users.

Transport

The Transport service using a VW Caddy to and from the Dinas Powys Medical Centre continued Monday to Friday throughout the year. Volunteer drivers driving daily throughout the morning. September and October were very busy as lots of our service users had both flu and Covid booster vaccine appointments. We were able to provide over 20 lifts on “Flu Saturday” in September to the health centre for the flu vaccine. Despite the unpredictability of appointment times and traffic congestion the service runs well thanks to the patience and resilience of our drivers. The figures are shown in the following table.

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- CADDY SUMMARY OF USE 1/4/23 31/3/24

Mileage 2048 Passenger journeys 1018

Our other transport services, include our minibus, which was used for lifts for shopping and to social events. One of our volunteers Jan Flye who coordinated the supermarket runs for over a decade continues to call several of our previous shopping service users, maintaining contact even though they are no longer able to take part due to failing health. A twice weekly shopping run to Morrisons or Asda continued with the minibus now running at full capacity. The Marks and Spencer trips have resumed but have been limited due to driver availability. It was also used for some medical appointments when the caddy had reached capacity.

The Community Club held monthly at the Murchfield Community Centre uses the minibus to provide transport for some of our members. Volunteers Leeah, Ann, Barbara and until recently Pat help serve refreshments and take part in the board games when the numbers are needed to make up a foursome or chatting to some of the members. A Dominoes table has become a regular feature. It is good to have a mix of men and women attending the club. The club is held on the 2[nd] Tuesday of the month at Murchfield Community Centre.

The table below shows the usage of the minibus by DPVC and other local organisations for the last year. St Mary’s Church continued to use the minibus to transport congregation members each Sunday morning.

ORGANISATION
 MILEAGE PASSENGER
JOURNEYS
DPVC
All shops 1191 1206
Community club 128 148
Maintenance 115 0
Health appointments 29 32
Marks and Spencer 69 56
St Marys Church 163 156

Wendy Lees Judith Anderson

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Treasurer’s Report for the Financial Year ending March 31[st] 2024

The annual accounts for this financial year show a total cash balance of £60,668 represented by £4,628 in the current account and a total of £56,040 in the two deposit accounts. During this financial year we transferred our previous deposit account into the NatWest and set up a basic business reserve account and a higher interest reserve account. Having the reserves with the NatWest, where we have our current account, made for much more flexibility in transferring money from the reserve when needed.

The total of £60,668 compares with £50,813 the previous year. An increase of £9855. Our reserve fund is required to replace the minibus every 7 or 8 years. We are still on target to do this.

Our total income for the year was £47,073 which is very slightly up on last year’s £44,066. DPVC receives generous grants from The Vale of Glamorgan Council and a number of other organisations totalling around £24,000. The rest of our income is made up from the generous donations of many individuals, and from fund raising events that we organise. We have been particularly fortunate this year to have received substantial donations from Mark Thompson (£1000), National Garden Scheme (£385), Dinas Powys Art Group (£275), the RVS (£718), Peter McParlin (£1000), Cecil Townsend (£275), Girl Guiding (£200), Glenn Griffiths (£172), Chris Poole (£100), Jocelyn Pike (£100), Jennifer Smith (£100) and many others, too numerous to mention. We are sincerely grateful for the support we receive from these individuals and organisations.

In addition to this, we were very fortunate to finally receive £11,100 from Dinas Powys Sickness and Relief fund dormant CCLA account after many years of legal wrangling. This has helped boost our reserves considerably.

The total expenditure for the year was £46,552 which was down from £49,092 the previous year. The bulk of our expenditure goes towards running our busy office (£4944) and the staff salaries/pensions (£32,667). Keeping our minibus on the road cost us an extra £4,229.

I’m pleased to report that our cash reserves are still at a healthy level. But it is worth bearing in mind that the £9855 increase in our total cash balance was largely due to the £11,100 from the CCLA fund mentioned above. Setting that aside, our cash balance has reduced slightly over the past year.

Finally I would like to thank Mr Colin Asbrey for formally examining and verifying our accounts.

Chris Bee Treasurer

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£ Income £ Expenditure io

2023-4 2022-3 2023-4 2022-3
Fuel Rebate 1,712 1,712 Staf wages and pensions 32,667 33,154
Grants Ofce
Vale of Glamorgan Grants 10,645 10,055 BT/Spectrum-Ogi 901 1,579
RIF Fund 11,380 11,380 Printng of DePend 1,658 773
Assura and CAF (Soup Lunch) 5,000 Ofce Rental/Insurance 1,555 2,315
GVS 1,617 1,105 Websites/Internet 96 399
CAF 500 500 Informaton Commissioner 35 35
Sundry Ofce Consumables 699 1,154
24,142 28,040 4,944 6,255
Miscellaneous Minibus
HMRC Gif Aid 0 1,723 Fuel 531 1,072
Online Ticket sales 19 310 DPCC Garage rental 1,032 516
Shopping 45 CTA Membership 50 80
Printng 172 290 Service Contract 173 316
BT Refund 30 44 Insurance 1,502 1,502
221 2,412 Service /Inspectons/MoT/etc 907 142
Donatons Sundry Expenses 104 89
Cash and Cheque* 12,764 7,750 4,299 2,645
Regular Monthly Donatons 972 948
NGS Open Gardens 385 274 Events/Miscellaneous 543 309
Spectrum Fibre (Ogi) 250
Mark Thompson 1,000 300 Services
Dinas Powys Art Group 275 270 Tai Chi Class Tutor 760
Pam Bennet (Less online fee) 493 Community Club 238
Repayment of overpaid salary 899 Community Garden & Befriending 249 391
Parkman Funeral Donatons 50 384 Soup Lunch 3,350 3,312
WRVS 718 Miscellaneous/shopping 66 955
Sundry Donatons 1,834 335 Memory Cafe 85
17,998 11,903 Coronaton Party 349
4,099 5,657
Sub Total 44,073 44,066 Sub Total 46,552 49,092
Transfer from reserves 3,000 5,000 Transfer to reserves 5,000
Total Income 47,073 49,066 Total Expenditure 51,552 49,093

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*Cash and Cheque Summary £ Accounts Summary £
Coronaton Party 470 31/3/2023 Current Account 9,107
Strawberry Tea 508
Chairman's Birthday 1,028 Income 47,073
Quiz Night 782 Expenditure 51,552
Soup Lunches 3,661 -4,479
Minibus Trips 1,690
Minibus Hire 100 Balance on 31/3/24 4,628
Health Centre Transport 1,305
9,544
New High Interest Reserve Account
NGS 385 From New Business Reserve Acct
Rita Beckerleg 50 Created 04/09/2023 30,000
Clair Grifths 60 From Main Acct 5,000
Cecil Townsend 275 Interest 601
Chris Poole 100 Balance on 31/3/2024 35,601
Peter McParlin 1,000
Girl Guiding 200
Glenn Grifths 172 New Business Reserve Account
From Dinas Powys Sickness and Relief
Jocelyn Pike 100 fund Dormant CCLA Account
Jennifer Smith 100 Opened 19/04/2023 11,100
Mrs Norman 50 Balance from previous account
2,492 21/04/2023 41,920
Transfer to High Interest Account
Other Donatons 728 04/09/2023 -30,000
Transfers to Main Account -3,000
Total 12,764 Interest 419
New Business Reserve Account
From Dinas Powys Sickness and Relief
fund Dormant CCLA Account
Opened 19/04/2023 11,100
Balance from previous account
21/04/2023 41,920
Transfer to High Interest Account
04/09/2023 -30,000
Transfers to Main Account -3,000
Interest 419
Balance on 31/3/24 20,439
DPVC Assets 31/3/23
Current Account 9,106
Reserve Account 41,707
50,813
DPVC Assets 31/3/24
Current Account 4,628
Reserve Accounts 56,040
60,668

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Income Expenditure CHARITY COMMISSION FOR ENGLA￿ WAIES Independent examiner's report on the accounts Section A Independent Examiner's Report Roport to the trustees Dinas Powys Voluntary CoTh%rn On accounts for the year ended 31. March 2(r22 Charity no lif any) 502496 I rerKsrt to the trustees cm my exarninat￿ of the accounts of the above charttyllhe TTU31"} the year end￿1 Responsibilities and basis of report As the charity'5 trustees. you are reSponsi￿e f￿ the preparation of the accounts in acC(￿darte with Ihe requirements of the Charibes Act 2011 (Yhe Act") l report in ￿spect ol my examInat￿n of the Tnjst's accounts carried OLrt under section 145 of the 2011 Act and in Carrying ojt my examinatson. I have folk)WEd all the applicab￿ ￿reCt￿nS gNen by the Charity Commission under sectKn 145(5Xb} of the Act. Independent tThe charty's g examin•rfs statement undertak applicabl am qua Insert name of bein I have completed my exJninab"on. I ccnfirm that no rnaterial matters have come to my attentKJn in connection with the examination (other than that disclosed bek)w"I whth give5 me cause to belwe that in. any material res￿". the accounting r￿OrdS %%ere not kept in aCCordar￿e wth section 130 ofthe GharrtEs Act. or the accoun15 did not aCC￿d wth the accounting l￿d5, or accounts dKE not CoM￿Y vKth the applicable reQui￿￿ents cmc£rniThJ Ihe form a￿5 content of ￿cOuntS set out in the Charitie5 (Accounts and Rewrtsl Regulations 2008 other than any requirement that the ￿nts give a'true and fair. ￿eW which is not a matter C￿sidered as part of an Incle￿[KIenI examinab.on I have no con¢em5 and have comè across no other matters in conn￿t￿ th the examinatFon to vthirh attentKn should ￿ drawn in this report in order to enable a prO￿r understanding of the acwunts to be f￿hed. ' Please delete the in the b￿cketS rflhey (b not apply. Signed: I l. of 2023 Nam•: Relevant professSonal qualrlleatlonlsl or body Irf any1= IER Oct 2018 13