VOLUNTARY ACTION MERTHYR TYDFIL
To provide a unique, quality service which supports, represents and helps develop third sector organisations and volunteering in the County Borough of Merthyr Tydfil
Objects
TO PROMOTE ANY CHARITABLE PURPOSE FOR THE BENEFIT OF THE COMMUNITY IN THE COUNTY BOROUGH OF MERTHYR TYDFIL AS DEFINED IN THE LOCAL GOVERNMENT (WALES) ACT 1994 AND SURROUNDING AREA ("THE AREA OF BENEFIT") AND IN PARTICULAR (BUT NOT LIMITED TO) THE ADVANCEMENT OF EDUCATION, THE FURTHERANCE OF HEALTH AND THE RELIEF OF POVERTY, DISTRESS AND SICKNESS.
Financial health, per its FY2025 accounts
The accounts state that the charity reported a surplus of £115,322 for the year ended 31 March 2025, with unrestricted funds totaling £1,004,364. The trustees consider there are no material uncertainties regarding the charity's ability to continue as a going concern. The charity remains reliant on annually renewed funding agreements, prompting a cautious approach to planning and reserve protection.
What the accounts disclose
“It is the Charity's policy that free reserves should be sufficient to allow the ongoing operation of the Charity in the event of an unexpected fall in funding.” — page 12
Policies the charity declares
- Bullying and harassment policy and procedures
- Complaints handling
- Complaints policy and procedures
- Conflicting interests
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Investing charity funds policy and procedures
- Investment
- Paying staff
- 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
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 31/03/2025
- Government income: £137,614 — grants £137,614 (3); 13% of the £1,080,769 total gross income on the same return
Self-declared on the annual return for the financial year ending 31/03/2024
- Government income: £26,665 — grants £26,665 (1); 3% of the £1,066,123 total gross income on the same return
Self-declared on the annual return for the financial year ending 31/03/2023
- Government income: £84,566 — grants £84,566 (3); 8% of the £998,787 total gross income on the same return
Leadership, per the charity’s website
- Sharon Richards — Chief Officer
Funders the charity credits
Property (HM Land Registry)
Structured financials (annual return, FY ending 31/03/2025)
Register events
- Received assets from another charity (07/11/2023)
- Received assets from another charity (20/05/2015)
Trustees
- Carol Evans
- Dr Victoria Winckler
- Gareth Gerwyn Marshall
- Julia Burgess
- Kayleigh Anne Nor-val
- Michael Ronan
- NICOLA BARBARA MAHONEY
- Ryan James
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £1.1m | £961k |
| 31/03/2024 | £1.1m | £895k |
| 31/03/2023 | £999k | £1.0m |
| 31/03/2022 | £1.0m | £868k |
| 31/03/2021 | £1.2m | £955k |
Common questions
Is VOLUNTARY ACTION MERTHYR TYDFIL financially healthy?
Per its FY2025 accounts: The accounts state that the charity reported a surplus of £115,322 for the year ended 31 March 2025, with unrestricted funds totaling £1,004,364. The trustees consider there are no material uncertainties regarding the charity's ability to continue as a going concern. The charity remains reliant on annually renewed funding agreements, prompting a cautious approach to planning and reserve protection. Its FY2025 accounts were audited by RCH Accountants Limited.
Who funds VOLUNTARY ACTION MERTHYR TYDFIL?
Funders whose own accounts filings name VOLUNTARY ACTION MERTHYR TYDFIL as a grant recipient include WALES COUNCIL FOR VOLUNTARY ACTION, INTERLINK RCT.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| WALES COUNCIL FOR VOLUNTARY ACTION | FY2021 | £357k | Active Inclusion - East Wales / Active Inclusion - West Wales & the Valleys / Infrastructure Funding / Landfill Tax / Volunteering Wales / Wales for Africa / Co |
| WALES COUNCIL FOR VOLUNTARY ACTION | FY2023 | £285k | Grants payable |
| WALES COUNCIL FOR VOLUNTARY ACTION | FY2022 | £229k | Grant |
| WALES COUNCIL FOR VOLUNTARY ACTION | FY2025 | £214k | Grants payable |
| INTERLINK RCT | FY2025 | £150k | Befriending Services (partnership funding) |
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Community Fund | 23/11/2012 | £980k | MAGNET (Merthyr Achieving Greater Networking and Engagement Together) |
| The National Lottery Community Fund | 18/01/2012 | £15k | Community Voice |
| The National Lottery Community Fund | 24/09/2009 | £160k | 323 - Third Sector Support to the Third Sector |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| MOONDANCE FOUNDATION | 1 | £1.1m |
| THE HEADLEY TRUST | 1 | £119k |
| THE ORR MACKINTOSH FOUNDATION LIMITED | 1 | £20k |
| THE INLIGHT TRUST | 1 | £12k |
| THE MUMFORD MEMORIAL TRUST | 1 | £10k |
| THE PETER STEBBINGS MEMORIAL CHARITY | 1 | £10k |
| THE COALFIELDS REGENERATION TRUST | 1 | £8k |
| E F BULMER TRUST | 1 | £6k |
Charities like this
- CANCER AID MERTHYR TYDFIL LTD
- SAFER MERTHYR TYDFIL LIMITED
- WARRINGTON VOLUNTARY ACTION
- HEREFORDSHIRE VOLUNTARY ORGANISATIONS SUPPORT SERVICE
- MERTHYR TYDFIL CITIZENS ADVICE BUREAU
- MERTHYR TYDFIL LEISURE TRUST LIMITED
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| VOLUNTARY ACTION MERTHYR TYDFIL | £1.1m | — | 0 | unclear | — | no doubt |
| CANCER AID MERTHYR TYDFIL LTD | £198k | — | 0 | below | — | no doubt |
| SAFER MERTHYR TYDFIL LIMITED | £2.8m | — | 0 | below | — | no doubt |
| WARRINGTON VOLUNTARY ACTION | £987k | — | 0 | unclear | — | no doubt |
| HEREFORDSHIRE VOLUNTARY ORGANISATIONS SUPPORT SERVICE | £619k | — | 0 | within | — | no doubt |
| MERTHYR TYDFIL CITIZENS ADVICE BUREAU | £1.5m | — | — | above | — | no doubt |