01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Charitable company
- Registered
- 12 April 2008
- Removed
- Not supplied
- Company number supplied
- 06541083
- Financial period
- 1 April 2024 – 31 March 2025
- Latest income
- £809,278
- Latest expenditure
- £923,732
- Gift Aid
- Yes
- Owns or uses land
- Yes
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: 88 Pontmorlais, High Street, MERTHYR TYDFIL, Mid Glamorgan, CF47 8UG
Website recorded by the regulator: www.ctmmind.org.uk (displayed as text)
02 Activities
What the charity does
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.
03 Official extract
Charity Annual Return History
- Fin Period Start Date
- 1 April 2024
- Fin Period End Date
- 31 March 2025
- Ar Cycle Reference
- AR25
- Reporting Due Date
- 31 January 2026
- Date Annual Return Received
- 28 January 2026
- Date Accounts Received
- 28 January 2026
- Total Gross Income
- £809,278
- Total Gross Expenditure
- £923,732
- Fin Period Start Date
- 1 April 2023
- Fin Period End Date
- 31 March 2024
- Ar Cycle Reference
- AR24
- Reporting Due Date
- 31 January 2025
- Date Annual Return Received
- 13 January 2025
- Date Accounts Received
- 13 January 2025
- Total Gross Income
- £1,143,002
- Total Gross Expenditure
- £1,357,023
- Fin Period Start Date
- 1 April 2022
- Fin Period End Date
- 31 March 2023
- Ar Cycle Reference
- AR23
- Reporting Due Date
- 31 January 2024
- Date Annual Return Received
- 15 January 2024
- Date Accounts Received
- 15 January 2024
- Total Gross Income
- £1,485,042
- Total Gross Expenditure
- £1,323,875
- Fin Period Start Date
- 1 April 2021
- Fin Period End Date
- 31 March 2022
- Ar Cycle Reference
- AR22
- Reporting Due Date
- 31 January 2023
- Date Annual Return Received
- 27 January 2023
- Date Accounts Received
- 27 January 2023
- Total Gross Income
- £1,839,808
- Total Gross Expenditure
- £1,456,500
- Fin Period Start Date
- 1 April 2020
- Fin Period End Date
- 31 March 2021
- Ar Cycle Reference
- AR21
- Reporting Due Date
- 31 January 2022
- Date Annual Return Received
- 7 February 2022
- Date Accounts Received
- 7 February 2022
- Total Gross Income
- £1,281,615
- Total Gross Expenditure
- £1,103,151
04 Official extract
Charity Annual Return Parta
- Latest Fin Period Submitted Ind
- Yes
- Fin Period Order Number
- 1
- Ar Cycle Reference
- AR25
- Fin Period Start Date
- 1 April 2024
- Fin Period End Date
- 31 March 2025
- Ar Due Date
- 31 January 2026
- Ar Received Date
- 28 January 2026
- Total Gross Income
- £809,278
- Total Gross Expenditure
- £923,732
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 6
- Count Govt Grants
- £3
- Income From Government Contracts
- 594241
- Income From Government Grants
- £50,699
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 70001 80000
- 1
- Count Volunteers
- 26
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 April 2023
- Fin Period End Date
- 31 March 2024
- Ar Due Date
- 31 January 2025
- Ar Received Date
- 13 January 2025
- Total Gross Income
- £1,143,002
- Total Gross Expenditure
- £1,357,023
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 4
- Count Govt Grants
- £4
- Income From Government Contracts
- 187136
- Income From Government Grants
- £187,136
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 60001 70000
- 1
- Count Volunteers
- 18
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 April 2022
- Fin Period End Date
- 31 March 2023
- Ar Due Date
- 31 January 2024
- Ar Received Date
- 15 January 2024
- Total Gross Income
- £1,485,042
- Total Gross Expenditure
- £1,323,875
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 6
- Count Govt Grants
- £8
- Income From Government Contracts
- 637145
- Income From Government Grants
- £842,619
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 60001 70000
- 1
- Count Volunteers
- 30
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 April 2021
- Fin Period End Date
- 31 March 2022
- Ar Due Date
- 31 January 2023
- Ar Received Date
- 27 January 2023
- Total Gross Income
- £1,839,808
- Total Gross Expenditure
- £1,456,500
- Charity Raises Funds From Public
- Yes
- Charity Professional Fundraiser
- No
- Charity Commercial Participator
- No
- Charity Receives Govt Funding Contracts
- Yes
- Count Govt Contracts
- 6
- Charity Receives Govt Funding Grants
- Yes
- Count Govt Grants
- £8
- Income From Government Contracts
- 518095
- Income From Government Grants
- £434,886
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 60001 70000
- 1
- Count Volunteers
- 30
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR21
- Fin Period Start Date
- 1 April 2020
- Fin Period End Date
- 31 March 2021
- Ar Due Date
- 31 January 2022
- Ar Received Date
- 7 February 2022
- Total Gross Income
- £1,281,615
- Total Gross Expenditure
- £1,103,151
- Charity Raises Funds From Public
- Yes
- Charity Professional Fundraiser
- No
- Charity Commercial Participator
- No
- Charity Receives Govt Funding Contracts
- Yes
- Count Govt Contracts
- 5
- Charity Receives Govt Funding Grants
- Yes
- Count Govt Grants
- £11
- Income From Government Contracts
- 367716
- Income From Government Grants
- £354,918
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 16
05 Official extract
Charity Annual Return Partb
- Latest Fin Period Submitted Ind
- Yes
- Fin Period Order Number
- 1
- Ar Cycle Reference
- AR25
- Fin Period Start Date
- 1 April 2024
- Fin Period End Date
- 31 March 2025
- Ar Due Date
- 31 January 2026
- Ar Received Date
- 28 January 2026
- Income Donations And Legacies
- 7444
- Income Other Trading Activities
- 9522
- Income Charitable Activities
- 518945
- Income Investments
- 12189
- Income Other
- 261178
- Income Total Income And Endowments
- 809278
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £339,353
- Expenditure Charitable Expenditure
- £349,496
- Expenditure Other
- 234883
- Expenditure Total
- 923732
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 0
- Expenditure Support Costs
- 56874
- Expenditure Depreciation
- 295
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £634,223
- Assets Total Fixed
- 1179
- Assets Own Use
- 1179
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £1,091,274
- Assets Total Liabilities
- £97,053
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £995,400
- Creditors One Year Total Current
- 97053
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £1,038,390
- Funds Endowment
- 0
- Funds Unrestricted
- 833877
- Funds Restricted
- 161523
- Funds Total
- 995400
- Count Employees
- 21
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 April 2023
- Fin Period End Date
- 31 March 2024
- Ar Due Date
- 31 January 2025
- Ar Received Date
- 13 January 2025
- Income Donations And Legacies
- 7426
- Income Other Trading Activities
- 2270
- Income Charitable Activities
- 137112
- Income Investments
- 12189
- Income Other
- 0
- Income Total Income And Endowments
- 158997
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £1,357,023
- Expenditure Other
- 0
- Expenditure Total
- 1357023
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 9959
- Expenditure Support Costs
- 68827
- Expenditure Depreciation
- 3444
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 3444
- Gain Loss Other
- 0
- Reserves
- £601,461
- Assets Total Fixed
- 1474
- Assets Own Use
- 1474
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £1,166,357
- Assets Total Liabilities
- £57,977
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £1,109,854
- Creditors One Year Total Current
- 57977
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £998,795
- Funds Endowment
- 0
- Funds Unrestricted
- 839410
- Funds Restricted
- 270444
- Funds Total
- 1109854
- Count Employees
- 36
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 April 2022
- Fin Period End Date
- 31 March 2023
- Ar Due Date
- 31 January 2024
- Ar Received Date
- 15 January 2024
- Income Donations And Legacies
- 84378
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 12086
- Income Investments
- 3254
- Income Other
- 1385324
- Income Total Income And Endowments
- 1485042
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £390,245
- Expenditure Charitable Expenditure
- £437,520
- Expenditure Other
- 496110
- Expenditure Total
- 1323875
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 0
- Expenditure Support Costs
- 26940
- Expenditure Depreciation
- 1203
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £566,207
- Assets Total Fixed
- 4918
- Assets Own Use
- 4918
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £1,428,705
- Assets Total Liabilities
- £109,748
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £1,323,875
- Creditors One Year Total Current
- 109748
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £1,188,432
- Funds Endowment
- 0
- Funds Unrestricted
- 899493
- Funds Restricted
- 424382
- Funds Total
- 1323875
- Count Employees
- 33
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 April 2021
- Fin Period End Date
- 31 March 2022
- Ar Due Date
- 31 January 2023
- Ar Received Date
- 27 January 2023
- Income Donations And Legacies
- 206570
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 1631147
- Income Investments
- 2091
- Income Other
- 0
- Income Total Income And Endowments
- 1839808
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £27,778
- Expenditure Charitable Expenditure
- £1,391,972
- Expenditure Other
- 36750
- Expenditure Total
- 1456500
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 9415
- Expenditure Support Costs
- 64528
- Expenditure Depreciation
- 3119
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £474,179
- Assets Total Fixed
- 6121
- Assets Own Use
- 6121
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £1,486,100
- Assets Total Liabilities
- £279,043
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £1,213,178
- Creditors One Year Total Current
- 279043
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £1,262,409
- Funds Endowment
- 0
- Funds Unrestricted
- 810020
- Funds Restricted
- 403158
- Funds Total
- 1213178
- Count Employees
- 35
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR21
- Fin Period Start Date
- 1 April 2020
- Fin Period End Date
- 31 March 2021
- Ar Due Date
- 31 January 2022
- Ar Received Date
- 7 February 2022
- Income Donations And Legacies
- 179160
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 1067185
- Income Investments
- 5774
- Income Other
- 29496
- Income Total Income And Endowments
- 1281615
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £1,103,151
- Expenditure Other
- 0
- Expenditure Total
- 1103151
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 8006
- Expenditure Support Costs
- 19872
- Expenditure Depreciation
- 2493
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £317,592
- Assets Total Fixed
- 6362
- Assets Own Use
- 6362
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £986,865
- Assets Total Liabilities
- £163,357
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £829,870
- Creditors One Year Total Current
- 163357
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £940,001
- Funds Endowment
- 0
- Funds Unrestricted
- 642206
- Funds Restricted
- 187664
- Funds Total
- 829870
- Count Employees
- 30
- Charity Only Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Bridgend
- Welsh Ind
- Yes
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Merthyr Tydfil
- Welsh Ind
- Yes
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Rhondda Cynon Taff
- Welsh Ind
- Yes
07 Official extract
Charity Classification
- Classification Code
- 307
- Classification Type
- How
- Classification Description
- Provides Advocacy/advice/information
- Classification Code
- 113
- Classification Type
- What
- Classification Description
- Economic/community Development/employment
- Classification Code
- 306
- Classification Type
- How
- Classification Description
- Provides Services
- Classification Code
- 202
- Classification Type
- Who
- Classification Description
- Elderly/old People
- Classification Code
- 207
- Classification Type
- Who
- Classification Description
- The General Public/mankind
- Classification Code
- 115
- Classification Type
- What
- Classification Description
- Human Rights/religious Or Racial Harmony/equality Or Diversity
- Classification Code
- 105
- Classification Type
- What
- Classification Description
- The Prevention Or Relief Of Poverty
- Classification Code
- 203
- Classification Type
- Who
- Classification Description
- People With Disabilities
- Classification Code
- 103
- Classification Type
- What
- Classification Description
- The Advancement Of Health Or Saving Of Lives
08 Official extract
Charity Event History
- Charity Name
- CWM TAF MORGANNWG MIND
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 2008-04-12T00:00:00
09 Official extract
Charity Governing Document
- Governing Document Description
- MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 20 MARCH 2008AS AMENDED BY SPECIAL RESOLUTION(S) DATED 23/10/2015 as amended on 13 Mar 2020
- Charitable Objects
- 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.
- Area Of Benefit
- UNDEFINED. IN PRACTICE, WALES.
10 Official extract
Charity Other Names
- Charity Name Id
- 333634
- Charity Name Type
- Previous name
- Charity Name
- MERTHYR AND THE VALLEYS MIND
11 Official extract
Charity Policy
- Policy Name
- Conflicting interests
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Trustee expenses policy and procedures
- Policy Name
- Campaigns and political activity policy and procedures
- Policy Name
- Serious incident reporting policy and procedures
- Policy Name
- Engaging external speakers at charity events policy and procedures
- Policy Name
- Complaints policy and procedures
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Complaints handling
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Risk management
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Safeguarding vulnerable beneficiaries
- Policy Name
- Bullying and harassment policy and procedures
- Policy Name
- Social media policy and procedures
- Policy Name
- Volunteer management