CWM TAF MORGANNWG MIND

Registered charity 1123615 · accounts filings on the Charity Commission register · also known as MERTHYR AND THE VALLEYS 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.

Causes: The Advancement Of Health Or Saving Of Lives · The Prevention Or Relief Of Poverty · Economic/community Development/employment · Human Rights/religious Or Racial Harmony/equality Or Diversity · website · Get email alerts

Latest income

£809k

Latest spending

£924k

Registered

2008

Accounts read

FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity reported a net expenditure of £114,454 for the year, resulting in a decrease in total funds from £1,109,854 to £995,400. Per the trustees' report, free unrestricted reserves of £634,223 remain above the agreed targeted reserves policy of £261,950. The trustees confirmed that sufficient funding sources are expected to allow the organization to continue operating, with alternative models planned if income streams fall short.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Highest-paid employee band: £60,001 - £70,000 — above the median for charities its size (£60k)

“The number of employees whose employee benefits (excluding employer pension costs) exceeded £60,000 was: £60,001 - £70,000” — page 19

Per its FY2025 accounts as filed with the Charity Commission.

Employees paid over £60,000: 1

“The number of employees whose employee benefits (excluding employer pension costs) exceeded £60,000 was: £60,001 - £70,000” — page 19

Per its FY2025 accounts as filed with the Charity Commission.

Largest income source: Charitable activities (90% of income)

“Charitable activity income 730,301” — page 34

Per its FY2025 accounts as filed with the Charity Commission.

Reserves policy: £261,950 (held: £634k)

“Our Free Reserves shown in our 2024-2025 accounts are £634,223 which is above the agreed targeted reserves policy of £261,950” — page 6

Per its FY2025 accounts as filed with the Charity Commission.

Pension scheme deficit: £7k

“At the year end £7,399 (2023: £4,419) contributions were unpaid.” — page 32

Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 6 of 6 completeness components.

Public fundraising profile: JustGiving — Cwm Taf Morgannwg Mind (matched by registered charity number).

Structured financials (annual return, FY ending 31/03/2025)

Total income

£809k

Total spending

£924k

Cost of raising funds

£339k

Reserves (reported)

£634k

Employees

21

Reported reserves equal ~8.2 months of spending — above the median for charities its size (median 5.2 months; benchmarks).

Per its annual return, largest income source: Charitable activities (64% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 41.9% of total income — above the 90th percentile for charities its size (median 4.9%) (benchmarks).

Trustees · trustee networks

COUNCILLOR CLIVE THOMAS JONESchair
Benjamin Hayden Trewartha
Dai Price
Helen Smith
Helen Whitfield-Williams
Ian Diment · trustee of 1 other charity
Joanna Markham
Lynnette Thomas

Trustee list from the Charity Commission register (current, not historical).

Operates in: Bridgend · Merthyr Tydfil · Rhondda Cynon Taff

Income and spending

Financial year end	Income	Spending
31/03/2025	£809k	£924k
31/03/2024	£1.1m	£1.4m
31/03/2023	£1.5m	£1.3m
31/03/2022	£1.8m	£1.5m
31/03/2021	£1.3m	£1.1m

Common questions

Is CWM TAF MORGANNWG MIND financially healthy?

Per its FY2025 accounts: The accounts state that the charity reported a net expenditure of £114,454 for the year, resulting in a decrease in total funds from £1,109,854 to £995,400. Per the trustees' report, free unrestricted reserves of £634,223 remain above the agreed targeted reserves policy of £261,950. The trustees confirmed that sufficient funding sources are expected to allow the organization to continue operating, with alternative models planned if income streams fall short. Its FY2025 accounts were independently examined.

What does the highest-paid employee of CWM TAF MORGANNWG MIND earn?

Per its FY2025 accounts, the highest-paid employee was in the £60,001 - £70,000 band, and 1 employees earned over £60,000.

Who funds CWM TAF MORGANNWG MIND?

Funders whose own accounts filings name CWM TAF MORGANNWG MIND as a grant recipient include MIND (THE NATIONAL ASSOCIATION FOR MENTAL HEALTH).

Known funders

Grants to this charity found in funders’ own accounts filings.

Funder	Year	Amount	Purpose (as stated by the funder)
MIND (THE NATIONAL ASSOCIATION FOR MENTAL HEALTH)	FY2022	£127k	LMGF Services 2021

Government & lottery funding

Grants to this charity published as open data by government and lottery funders (360Giving).

Funder	Date	Amount	Purpose
UK government	16/02/2024	£150k	Covenant Fund
The National Lottery Community Fund	19/10/2021	£9k	COVID-19 - Safeguarding Support
The National Lottery Community Fund	21/05/2020	£354k	Project SPEAK - 'Suicide Prevention Education Awareness & Kindness'.
The National Lottery Community Fund	25/11/2009	£5k	IT Steps To Success
The National Lottery Community Fund	18/10/2005	£2k	Unspecified