Finance Score: 3

Governance Score: 9

Support Score: 7

Liabilities <10%: +3
Good reserves management: +3
Strong growth: +2
Fundraising costs high: -5

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +7

Overall GiG Score: 19

CWM TAF MORGANNWG MIND

Merthyr and the Valleys Mind are a local charity affiliated to National Mind. We provide a range of quality services to adults who experience mental or emotional distress. The services include community and hospital advocacy, resource centres that provide dropin facilities, counselling, training and a range of groups e.g. depression, self-help, gardening, relaxation, IT and music.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
Reserves management has been consistently within official guidelines
There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition
This charity is based in an area of high deprivation

Financial issues to consider:

Fundraising costs are extremely high relative to funds raised

Established: 16 years

www.ctmmind.org.uk

info@ctmmind.org.uk

01685707480

Charity Commission for England and Wales

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23		£1,485	£1,324	£161	£390	£1,324	£899	8.2	33	30
31/03/22		£1,840	£1,457	£383	£28	£1,213	£810	6.7	35	30
31/03/21	*	£1,282	£1,103	£178	£0	£830	£642	7	30	16
31/03/20		£1,045	£919	£126	£0	£651	£478	6.2	26	30
31/03/19		£954	£881	£73	£0	£525	£401	5.5	29	34
31/03/18		£1,022	£881	£141	£0	£452	£348	4.7	24	0
31/03/17		£643	£621	£22	£0	£311	£241	4.7	19	0
31/03/16		£495	£496	£-1	£0	£0	£0	n/a	0	0
31/03/15		£450	£433	£17	£0	£0	£0	n/a	0	0
31/03/14		£407	£376	£31	£0	£0	£0	n/a	0	0
31/03/13		£303	£255	£48	£0	£0	£0	n/a	0	0
31/03/12		£329	£322	£7	£0	£0	£0	n/a	0	0
31/03/11		£327	£288	£39	£0	£0	£0	n/a	0	0
31/03/10		£275	£250	£25	£0	£0	£0	n/a	0	0
31/03/09		£261	£245	£16	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 404.5%
Fundraising Costs/Total Spending: 29.5%
Senior Staff Costs/Total Spending: 6%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 8%
Liabilities/Income: 7%
Unrestricted Funds/Total Funds: 68%
Reserves/Spending: 8.2 months
Net Current Assets/Spending: 12 months
Quick Ratio: 10.8

Asset Split ?

Listed activities

Economic/Community Development/Employment
Human Rights/Religious Or Racial Harmony/Equality Or Diversity
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Bridgend, Merthyr Tydfil, Rhondda Cynon Taff,

This charity is based in an area of high deprivation

Who it helps

Elderly/Old People
People With Disabilities
The General Public/Mankind

Who works here?

33 employees
30 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years

National Lottery Community Fund	£363,162
Henry Smith Charity	£76,200
Co-Operative Group	£2,239

Specific Donations

Amount	When Months	To be used for
Henry Smith Charity - Grant to Cwm Taf Morgannwg Mind
£76,200	15/06/2022 36	towards three years' running costs of the 'Your Money Matters‘ project, providing advocacy support for individuals experiencing serious mental health issues within the secondary care services in ....more towards three years' running costs of the 'Your Money Matters‘ project, providing advocacy support for individuals experiencing serious mental health issues within the secondary care services in Merthyr Tydfil, Rhonda Cynon Taff and Bridgend, Wales.
Co-Operative Group - Grant to Cwm Taf Morgannwg Mind
£2,239	23/10/2021	We want to offer post-COVID-19 hardship support, especially providing emotional support to the people of Merthyr Tydfil.
National Lottery Community Fund - COVID-19 - Safeguarding Support
£9,428	19/10/2021	Cwm Taf Morgannwg Mind in Merthyr Tydfil will use £9428 to undertake a consultation with vulnerable groups across Merthyr Tydfil Rhondda Cynon Taf and Bridgend regarding safeguarding issues arising ....more Cwm Taf Morgannwg Mind in Merthyr Tydfil will use £9428 to undertake a consultation with vulnerable groups across Merthyr Tydfil Rhondda Cynon Taf and Bridgend regarding safeguarding issues arising from the COVID-19 pandemic such as domestic violence fraud and abuse to find out what support is needed.
National Lottery Community Fund - Project SPEAK - 'Suicide Prevention Education Awareness & Kindness'.
£353,734	21/05/2020 36	Merthyr and the Valleys Mind have received £353734 grant over three years to reduce levels of suicide and minimise the impact on families after a death from suicide in Merthyr Tydfil Rhondda Cynon ....more Merthyr and the Valleys Mind have received £353734 grant over three years to reduce levels of suicide and minimise the impact on families after a death from suicide in Merthyr Tydfil Rhondda Cynon Taff and Bridgend. They will deliver awareness raising training (Suicide First Aid) and post suicide support. The people that will benefit from this project will include those with mental ill health and their friends families or carers. Mae Merthyr a Valleys Mind wedi derbyn grant o £353734 dros dair blynedd i leihau lefelau hunanladdiad a lleihau'r effaith ar deuluoedd ar ôl marwolaeth o ganlyniad i hunanladdiad ym Merthyr Tudful Rhondda Cynon Taf a Phen-y-bont ar Ogwr. Byddant yn darparu codi ymwybyddiaeth hyfforddiant (Cymorth Cyntaf Hunanladdiad) a chymorth ar ôl hunanladdiad. Bydd y bobl a fydd yn elwa o'r prosiect hwn yn cynnwys y rheini ag afiechyd meddwl a'u ffrindiau teuluoedd neu ofalwyr.
Lloyds Bank Foundation - Grant to Merthyr and the Valleys Mind
£75,000	28/11/2017 36	To deliver the Your Money Matters Advocacy Project for Mental Health in-patients in transition. Working in partnership with the Cwm Taf UHB, Royal Glamorgan Hospital, Mental Health Unit.
National Lottery Community Fund - #ItTakesBallsToTalk
£9,902	15/11/2017 12	#ItTakesBallsToTalk
Lloyds Bank Foundation - Grant to Merthyr and the Valleys Mind
£15,000	17/02/2016 12	This Merthyr based charity has a programme of work which will encompass a business planning review specifically in relation to enterprise opportunities. It also will undertake an outcome monitoring ....more This Merthyr based charity has a programme of work which will encompass a business planning review specifically in relation to enterprise opportunities. It also will undertake an outcome monitoring review and will investigate collaborative opportunities.
Henry Smith Charity - Grant to Merthyr and the Valleys Mind
£74,700	11/06/2015 36	towards three years' continuation funding of the running costs of the 'Prepare to Care' and 'Prepare to Care +' projects, providing vocational training to unemployed carers in Merthyr Tydfil
Henry Smith Charity - Grant to Merthyr and the Valleys Mind
£30,000	14/03/2013 24	towards two years' running costs of the 'Prepare to Care' project, providing vocational training to unemployed carers in south Wales
Lloyds Bank Foundation - Grant to Merthyr and the Valleys Mind
£14,900	28/02/2013	The salary cost of the Service User Involvement and Media Assistant who will develop service user involvement initiatives by establishing the '10 Lives 1 Mind' Project across Merthyr Tydfil and ....more The salary cost of the Service User Involvement and Media Assistant who will develop service user involvement initiatives by establishing the '10 Lives 1 Mind' Project across Merthyr Tydfil and Rhondda Cynon Taf.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Based on 6/7 persons

Age Range of Trustees: 19-80

BENJAMIN HAYDEN TREWARTHA Appointed: 2022, Occupation: Student

BRIONY HUNT Appointed: 2021, Occupation: Project Coordinator

COUNCILLOR CLIVE THOMAS JONES (Chair), Occupation: Councillor

GERWYN BUTLER Appointed: 2010, Occupation: Trustee

JOANNA MARKHAM Appointed: 2021, Occupation: Grants Manager

JOANNE TREWARTHA Appointed: 2022, Occupation: Hsdu Assistant

LISA MICHELLE THOMAS Appointed: 2020, Occupation: College Principal, Other trusteeship: COLLEGES WALES / COLEGAU CYMRU,

Legal constitution

Charitable company registered in England & Wales on 12/04/2008, number: 1123615
Registered at Companies House on 20/03/2008, number: 06541083

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Engaging external speakers at charity events policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

15 returns made; AR21: 7 days late,

Main office

115 High Street
Merthyr Tydfil
CF47 8AP

Objectives

TO PROMOTE THE PRESERVATION OF MENTAL HEALTH AND TO ASSIST IN RELIEVING AND REHABILITATING PERSONS SUFFERING FROM MENTAL DISORDER OR CONDITIONS OF EMOTIONAL OR MENTAL DISTRESS REQUIRING ADVICE OR TREATMENT, IN ASSOCIATION WITH MIND AND IN ACCORDANCE WITH THE AIMS AND OBJECTIVES OF MIND.

Defined Area of Benefit:

UNDEFINED. IN PRACTICE, WALES.

Data Sources