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2021-03-31-accounts

Page
Trustees report 1-14
Statement oftrustees responsibilities 15
Independent
auditor's
report 16-18
Statement offinancial activities 19
Balance sheet 20
Statement ofcash flows 21
Notes to the financial statements 22 - 39

working
practices and
working
practices and
positive physi cal and ment al
he
alth and we llbe ing.
Delivery ofSupport Services
The figures below are accurate to31.03.2021
Area Target Supported Respite H&WB ECO Total
Support Living Cars
Cwm Taff Bridgend 47
Cwm Taff Merthyr 28 37
Cwm Taff 92 33 31 224
RCT
Gwent Monmouth
Swansea Bay NPT 13 13
Total for service provision 84 180 33 31 330
Excluding
voids - Comparisons
with previous years
2017-18 2018-19 2019-20 2020-21
Bridgend
irferthyr
50
41
49
43
46
38
47
~37
'Ntonmouth 15 10 gi
RCT 169 1~54
Neath 10 13
Total
Other Services
~
~ ' ~
285
I:
rssJ
I:
'
I '
I
I 260'
I
Respite Care 39 37 35 33
Health and Wellbein 31 26 29 31
Horticultural
project
27 20 8 2
Total 97 83 72 66

Work on Work on Rights and Co-production
with people we support
Strengthen Strengthen
Partnerships
with families
Continue Continue tofundraise
for Innovation
Increase Increase our capacity for digitalisation
Design Design new models ofsupport for day opportunities
Support Support the Fair Pey Campaign
Implement Implement
our Positive Behaviour Support and Autism Strategy
Produce Produce effective outcome monitoring
Partnerships Create more partnerships
to explore new models ofsupport

REFERENCE AND ADMINISTRATIVE REFERENCE AND ADMINISTRATIVE DETAILS
Charity Name Drive
Charity Number 703002
Company Number 2506147
Principal office Unit 8
Cefn Coed
Pare Nantgarw
Treforest
RCT
CF157QQ
Registered Office Unit 8
Cefn Coed
Pare Nantgarw
Treforest
RCT
CF157QQ
Company Secretary Ms Rhian Jones
Trustees Mr Geoff Lake
Ms Jean Gregson
Ms Janet Sheldon
Mr John Minkes
Mr Hugh
Irwin
Ms Jennifer Jones
Mr Karmeno Gauci
Mr Anthony
Isingrini
Mrs Katrina
Kurowski
Mr Chris Kitching
Mr Richard Troote
Ms Karen Cherrett - resigned 25 November 2020
appointed 18 May 2021
Solicitors Hugh James
3rd Floor
Aribee House
Greyfriars
Road
Cardiff

Unrestricted Restricted Total Unrestricted Restricted Total
funds funds funds funds
Notes 2021 2021
6
2021
6
2020f 2020
6
2020
6
Income from:
Donations and legacies 3 2,569 2,569 50 50
Charitable
activities
4 3,083,474 15,420,699 18,504,173 3,581,103 13,587,755 17,168,858
Investments 5 2,071 2,071 15,066 - 15,066
Total income 3,088,114 15,420,699 18,508,813 3,596,219 13,587,755 17,183,974
E8ttgtttlgiy~rni
Charitable
activities
6 2,922,316 15,419,525 18,341,841 3,727,944 13,582,751 17,310,695
Other 6,339 6,339
Total resources
expended 2,922,316 15,419,525 18,341,841 3,734,283 13,582,751 17,317,034
Net income/(expenditure)
forthe year/
Net movement in funds 165,798 1,174 166,972 (138,064) 5,004 (133,060)
Fund balances at 1
April2020 3,859,813 88,326 3,948,139 3,997,877 83,322 4,081,199
Fund balances at 31
March 2021 4,025,611 89,500 4,115,111 3,859,813 88,326 3,948,139

2021 2020
Notes 8 6
Fixed assets
Tangible assets 13 1,101,618 1,122,361
Investments 14 1 1
1,101,619 1,122,362
Curmnt assets
Debtom 16 1,841,833 2,444,027
Cash at bank and in hand 2,820,985 1,75'I,937
4,662,818 4,195,964
Creditors: amounts falling due within
one year 17 (1,538,018) (1,248,291)
Net current assets 3,124,800 2,947,673
Total assets less current liabilities 4,226,419 4,070,035
Creditors: amounts falling due after
more than one year 19 (111,308) (121,896)
Net assets 4,115,111 3,948,139
Income funds
Restricted funds 22 89,500 88,326
mUltrstmnted furidh
Designated funds 23 615,908 706,778
General unrestricted funds 3,409,703 3,153,035
4,025,611 3.859,813
4,115,111 3,948,139

2021 2020
Notes 6 6
Cash flows from operating activities
Cash generated
from/(absorbed
by)
28
operations 1,092,455 (1,087,714)
Investing activities
Purchase oftangible fixed assets (19,414) (21,642)
Investment income received 2,071 15,066
Net cash used in investing activities (17,343) (6,576)
Financing activities
Repayment ofbank loans (6,064) (53,525)
Net cash used in financing activities (6,064) (53,525)
Net Increase/(decrease)
in
cash and cash
equivalents 1,069,048 (1,147,815)
Cash and cash equivalents at beginning ofyear 1,751,937 2,899,752
Cash and cash equivalents at end ofyear 2,820,985 1,751,937

Depreciation
is
their useful lives
recognised
so as to write
on the following bases:
oif the cost or val
Freehold interest in land and buildings 2%on cost
Fixtures, fittings and equipment 15%on cost
Motor vehicles 25% on cost
Horticultural
building
2.5%on cost

2021 2020
F 8
ILF and targeted support income 842,867 1,124,920
Supporting
People
grant 654,227 658,111
Job Retention
Scheme
198,150
Health and Local Authority 14,194,975 12,907,928
Rent and service charges 2,182,546 2,087,646
Social care financial recognition scheme 373,347
Other income 58,061 390,253
18,504,173 17,168,858
Analysis
by fund
Unrestricted
funds
3,083,474 3,581,103
Restricted funds 15,420,699 13,587,755
18,504,173 17,168,858
Unrestricted Unrestricted
funds funds
2021 2020
6 6
2,071 15,066

2021 2020
6 6
Staff costs 15,329,087 14,380,934
Depreciation
and impairment
12,201 12,858
Recruitment 22,664 28,575
Food, cleaning,
health
and safety 139,815 64,998
Interest and bank charges 3,043
Legal and professional costs 195,165 165,270
Office expenses 131,411 156,661
Participation 14,500 26,130
Rent and utilities 1,606,393 1,431,924
Repairs, maintenance and renewals 98,436 109,023
Travel and vehicle costs 85,449 216,839
Establishment
costs
78,100 76,732
17,713,221 16,672,987
Share ofsupport costs (see note 7) 533,439 543,476
Share ofgovernance costs (see note 7) 95,181 94,232
18,341,841 17,310,695
Analysis
by fund
Unrestricted
funds
2,922,316 3,727,944
Restricted funds 15,419,525 13,582,751
18,341,841 17,310,695

7 Support costs
Support Governance 2021 Support Governance 2020
costs costs costs costs
6 f E
Staff costs 306,678 86,386 393,064 301,737 86,448 388,185
Depreciation 27,957 27,957 24,424 24,424
Bank charges 396 396
Establishment costs 20,896 20,896 3,612 3,612
Recruitment 6,200 6,200 1,615 1,615
Food, cleaning, health
and safety 16,710 16,710 14,940 14,940
Office expenses 80,025 80,025 98,889 98,889
Rent & utilities 27,734 27,734 38,671 38,671
Repairs &maintenance 43,044 43,044 37,697 37,697
Travel &vehicle costs 3,799 3,799 21,891 21,891
Audit fees 8,795 8,795 7,784 7,784
533,439 95,181 628,620 543,476 94,232 637,708
Analysed
between
Charitable
activities
533,439 95,181 628,620 543,476 94,232 637,708
Governance
costs includes
pay
ments
to the auditors of68,795(2020-f7,78
4) for audit fees.
8 Net movement
in funds
2021 2020
6 8
Net movement
in funds is stated
afier charging/(crediting)
Fees payable to the company's auditor for the audit ofthe company's
financial statements 8,795 7,784
Depreciation
ofowned tangible
fixed assets 40,158 37,282
Loss on disposal oftangible
fixed assets
6,339
Total Unrestricted
funds
8
2021 2020
Net loss on disposal oftangible fixed assets 6,339
6,339

2021 2020
Number Number
Care and administration staff 703 701
Employment
costs
2021 2020
6 6
Wages and salaries 13,949,705 13,177,032
Social security costs 1,210,217 1,075,805
Other pension costs 562,229 516,282
15,722,151 14,769,119
more we re :
2021 2020
Number Number
560,000 - F70,000 3 2
F70,000 - 880,000 1
580,000 - 690,000

13 Tangible fix ed as set s
Freehold Plant and Fixtures, Total
interest In land machinery fittings and
and hugdlngs Including equipment
motor vehicles
8 K
Cost
At 1 April 2020 1,441,307 58,537 434,807 1,934,651
Additions 19,414 19,414
At 31 March 2021 1,441,307 58,537 454,221 1,954,065
Depreciation and impairment
At 1 April 2020 368,028 49,188 395,073 812,289
Depreciation charged in the year 24,766 3,885 11,507 40,158
At 31 March 2021 '392,794 53,073 406,580 852,447
Carrying
amount
At 31 March 2021 1,048,513 5,464 47,641 1,101,618
At 31 March 2020 1,073,278 9,349 39,734 1,122,361
14 Fixed asset investments
Other
investments
Cost or valuation
At 1April 2020 &31 March 2021
Carrying amount
At 31 March 2021
At 31 March 2020
2021 2020
Other investments comprise: Notes 8 8
Investments in subsidiaries 15 1 1

Details ofthe charity's subsidiaries
at 31 March 2021 are as follows:
Details ofthe charity's subsidiaries
at 31 March 2021 are as follows:
Details ofthe charity's subsidiaries
at 31 March 2021 are as follows:
Details ofthe charity's subsidiaries
at 31 March 2021 are as follows:
Name of undertaking Registered Nature ofbusiness Class of %Held
office shares held Direct Indirect
Drive Enterprises (Mentrau Unit 8, Cefn Dormant Ordinary 100.00
Drive) Ltd Coed, Pare Shares
Nantgarw,
Nantgarw,
CF15
7QQ
16 Debtors
2021 2020
Amounts
falling due
within one year:
Trade debtors 1,785,690 2,282,397
Other debtors 2,173
Prepayments and accrued income 56,143 159,457
1,841,833 2,444,027
17 Creditors: amounts falling due within one year
2021 2020
Notes 6 8
Bankloans 20 12,760 8,236
Other taxation and social security 262,009 235,751
Deferred income 18 115,060 229,515
Trade creditors 373,247 180,963
Other creditors 387,717 104,600
Accruals 387,225 489,226
1,538,018 1,248,291

18 Deferred Income Deferred Income
2021 2020
6 6
Balance as at 1stApril 229,515 326,477
Income received
in
the year 654,227 658,111
Released to income (768,682) (755,073)
Balance as at 31st March 115,060 229,515
Deferred income relates to performance related grant funding received in advance and which relates to
future financial periods.
19 Creditors: amounts falling due after more than one year
2021 2020
Notes E 6
Bank loans 20 111,308 121,896
20 Loans and overdrafts
2021 2020
6 6
Bank loans 124,068 130,132
Payable
within
one year 12,760 8,236
Payable after one year 1I11,308 121,896

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27 Operating
lease commitments
At the reporting
end date the
charity had outstanding commitments for future minimum
lease payments
under non-cancellable
operating
leases, which fall due as follows:
2021 2020
6
Within one year 6,570 13,254
Between two and five years 1,428 8,154
7,998 21,408
28 Cash generated
from operations
2021 2020
6 6
Surplus/(deficit)
for the year
166,972 (133,060)
Adjustments
for:
Investment
income recognised
in statement offinancial activities (2,071) (15,066)
(Gain)/loss
on disposal oftangible
fixed assets 6,339
Depreciation
and impairment
oftangible fixed assets
40,158 37,282
Movements
in working
capital:
Decrease/(increase)
in debtors
602,193 (898,201)
Increase
in creditors
399,658 11,954
(Decrease)
in deferred
income
(114,455) (96,962)
Cash generated
from/(absorbed
by) operations 1,092,455 (1,087,714)
29 Analysis ofchanges
In net funds
At 1April 2020 Cash flows
At 21 Marsh 2021
6 6
Cash at bank and in hand 1,751,937 1,069,048 2,820,985
Loans falling due within one year (8,236) (4,524) (12,760)
Loans falling due after more than one year (121,896) 10,588 (111,308)
1,621,805 1,075,112 2,696,917