SAFER MERTHYR TYDFIL LIMITED

Charity number: 1062150
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Safer Merthyr Tydfil is based in the County Borough of Merthyr Tydfil. The charity has the general aim of enhancing the quality of life of the people of Merthyr Tydfil, and elsewhere in Wales, by working to reduce crime and the fear of crime. The charity achieves its aims and objectives through project development and delivery of its key programmes of work (please refer to Trustees Report).

Income and expenditure

Data for financial year ending 31 March 2025

Total income:
£2,788,475

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Donations and legacies £72.75k
Charitable activities £2.69m
Other trading activities £0
Investments £12.14k
Other £11.78k

Total expenditure:
£2,600,888

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Raising funds £3.23k
Charitable activities £2.49m
Other £112.01k

£0 investments gains (losses)

Total income includes £243,819 from 3 government contract(s) and £1,066,388 from 7 government grant(s)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

Text alternative for this canvas graphic is in the data table below.
Raising funds and other expenditure £115.23k
Charitable expenditure £2.49m
Retained for future use £187.59k

People

59 Employee(s)

8 Trustee(s)

14 Volunteer(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • Education/training
  • Economic/community Development/employment
  • Other Charitable Purposes
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • People Of A Particular Ethnic Or Racial Origin
  • The General Public/mankind
How the charity helps:
  • Provides Services
  • Provides Advocacy/advice/information
Where the charity operates:
  • Throughout Wales

Governance

Registration history:
  • 29 April 1997: Standard registration
Organisation type:
Charitable company
Other names:
  • SMT (Working name)
Company number:
03361902 Open in new window
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • 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
  • 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
  • Volunteer management
Land and property:
This charity owns and/or leases land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

8 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
PETER CHARLES FLYNN Chair 24 October 2014
None on record
Deborah Evans Trustee 06 March 2026
None on record
Jade Williams Trustee 16 May 2025
None on record
Claire Jones Trustee 08 February 2024
None on record
Christopher Brandon Jones Trustee 31 July 2020
None on record
Victoria Slade Trustee 05 June 2017
None on record
MARIA THOMAS Trustee 29 January 2014
None on record
JEHU MEL Trustee 18 October 2013
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2021 31/03/2022 31/03/2023 31/03/2024 31/03/2025
Total gross income £1.79m £2.02m £2.42m £2.30m £2.79m
Total expenditure £1.66m £1.86m £2.13m £2.24m £2.60m
Income from government contracts £88.03k £173.40k £344.59k £289.37k £243.82k
Income from government grants £1.24m £737.26k £816.65k £829.74k £1.07m
Income - Donations and legacies £50.59k £74.21k £74.50k £56.45k £72.75k
Income - Other trading activities £7.71k £0 £0 £0 £0
Income - Charitable activities £1.60m £1.95m £2.34m £2.23m £2.69m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £64 £13 £0 £8.13k £12.14k
Income - Other £131.92k £0 £1.10k £4.89k £11.78k
Income - Legacies £0 £0 £0 £0 £0
Expenditure - Charitable activities £1.66m £1.85m £2.12m £2.23m £2.49m
Expenditure - Raising funds £2.66k £2.60k £2.90k £3.05k £3.23k
Expenditure - Governance £0 £0 £3.60k £4.62k £3.02k
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £0 £0 £0 £0 £0
Expenditure - Other £0 £0 £0 £0 £112.01k

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 31/03/2021 31/03/2022 31/03/2023 31/03/2024 31/03/2025
Own use assets £111.50k £108.38k £107.83k £105.07k £102.73k
Long-term investments £0 £0 £0 £0 £0
Other assets £794.44k £1.02m £1.37m £1.35m £1.60m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £167.22k £224.78k £280.76k £193.03k £254.74k

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 March 2025 18 January 2026 On time
Accounts and TAR 31 March 2025 18 January 2026 On time Download Open in new window
Annual return 31 March 2024 17 January 2025 On time
Accounts and TAR 31 March 2024 17 January 2025 On time Download Open in new window
Annual return 31 March 2023 26 January 2024 On time
Accounts and TAR 31 March 2023 26 January 2024 On time Download Open in new window
Annual return 31 March 2022 19 January 2023 On time
Accounts and TAR 31 March 2022 19 January 2023 On time Download Open in new window
Annual return 31 March 2021 20 January 2022 On time
Accounts and TAR 31 March 2021 20 January 2022 On time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 29 APRIL 1997, AS AMENDED 9 FEBRUARY 2006

Charitable objects

TO BENEFIT THE PEOPLE OF THE COUNTY BOROUGH OF MERTHYR TYDFIL AND ELSEWHERE IN WALES BY: A) PROMOTING FOR THE PUBLIC BENEFIT, IN PARTNERSHIP WITH THE POLICE, THE PROTECTION OF PROPERTY, OR PEOPLE AND PROPERTY, AND THE PREVENTION OF CRIMINAL ACTS; B) ADVANCING THE EDUCATION OF THE PUBLIC IN CRIME PREVENTION; C) PROVIDING RECREATIONAL FACILITIES IN THE INTERESTS OF SOCIAL WELFARE FOR YOUNG PERSONS WITH THE OBJECTIVE OF IMPROVING THEIR CONDITIONS OF LIFE.

Area of benefit

The area the charity can operate in, as set out in its governing document.

MERTHYR TYDFIL AND ELSEWHERE IN WALES

Contact information

Address:
Safer Merthyr Tydfil
89-90 Pontmorlais
Merthyr Tydfil
CF47 8UH
Phone:
01685353999
Email:
nm@smt.org.uk
Website:

www.smt.org.uk Open in new window