## **Trustees' Annual Report for the period** ||Period start date|Period start date|||Period end date|Period end date|| |---|---|---|---|---|---|---|---| |**From**|**01**|**04**|**2021**|**To**|**31**|**03**|**2022**| ## Section A Reference and administration details **Charity name** Carmarthenshire Carers Forum **Other names charity is known by** **Registered charity number (if any)** 1159710 **Charity's principal address** Maes Y Machlyd Llanybri Carmarthen **Postcode SA33 5HJ** ## **Names of the charity trustees who manage the charity** |1
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20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of person (or body) entitled**
**to appoint trustee (ifany)**| |---|---|---|---|---| ||Kenneth Jones|||| ||Paul Michael Benson|||| ||Eva Millar|||| ||Gwenllian Duncombe|||| ||Michael Scordellis|||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| ||**Names of the trustees for the charity, if any, (for example, any custodian trustees)**|||| ||**Name**||**Dates acted if not for whole year**|| |||||| |||||| |||||| March **2012** **TAR** 1 **Names and addresses of advisers (Optional information) Type of adviser Name Address** ## **Name of chief executive or names of senior staff members (Optional information)** ## **Section B Structure, governance and management** ## **Description of the charity’s trusts** CIO – Foundation Registered 22 Dec 2014 Type of governing document (eg. trust deed, constitution) Charitable Incorporated Organisation How the charity is constituted - (eg. trust, association, company) Appointed by Trustees Trustee selection methods (eg. appointed by, elected by) ## **Additional governance issues (Optional information)** You **may choose** to include additional information, where relevant, about: - policies and procedures adopted for the induction and training of trustees; - the charity’s organisational structure and any wider network with which the charity works; - relationship with any related parties; - trustees’ consideration of major risks and the system and procedures to manage them. ## **Section C Objectives and activities** **Summary of the objects of the charity set out in its governing document** To support carers in Carmarthenshire in furtherance of their caring role. To help carers identify as such so that they can access services effectively. To ensure carers understand the various systems of support that are available and to help them make informed decisions regarding the available choices. To foster interaction, socialisation, empowerment and understanding. March **2012** **TAR** 2 To promote the relief of carers in any manner, which now or hereafter may be deemed by law to be charitable in Carmarthenshire. The charity shall have the following powers exercisable in furtherance of its said object but not further or otherwise, namely: - 1. To provide and assist in the provision of information, advice and offer other assistance to carers. 2. To encourage and provide services for those requiring care which take account of the needs of carers and if thought fit to make reasonable charges for any services provided hereunder. **Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)** 3. To raise public awareness, principally in the County of Carmarthenshire. 4. To communicate between carers, policy makers and other services supporting carers, enabling carers to have an effective voice and an informed representation in policy making and service development. 5. To encourage the exchange by carers, policy makers and other services of useful information and best practice in carers’ issues and promote and encourage carers’ groups and support schemes principally in Carmarthenshire. 6. To pursue any other charitable purpose. ## **Additional details of objectives and activities (Optional information)** You **may choose** to include further statements, where relevant, about: - policy on grantmaking; - policy programme related investment; - contribution made by volunteers. March **2012** **TAR** 3 Section D Achievements and performance **Summary of the main achievements of the charity during the year** 21/22 has seen the Forum go from strength to strength. Our strategy of reach and impact has both increased our membership and impacted our decision makers. Our newsletter has been upgraded to make it look more professional and accessible. We have increased our membership especially in the East Carmarthenshire area through not only delivering our newsletters, so we have face to face contact with our readers, but by asking for referrals because carers know other carers as relatives and neighbours. This also impacts their mental health as they have someone to talk to who understands them. Likewise, the number of our informal small coffee morning events of 10 to 20 people have increased giving local people the chance to meet likeminded people whose experience may help them in their dilemmas. This again helps their mental health. Finally, our countywide forums have been extremely successful where high ranking members of the social services and Health Authorities have spoken to us and subsequently taken questions. The speakers have found it most instructive to talk to those on the coal face so to speak rather than those paid to report to them. Likewise, the carers find it therapeutic to know they are not alone in their experience but also that the decision makers are listening to them. We continue to be on various committees and forums of 3[rd] sector parties and relevant charities where we can have an impact. March **2012** **TAR** 4 ## **Section E Financial review** Keep reserves against the possibility of a reduction in funding. ## **Brief statement of the charity’s policy on reserves** **Details of any funds materially in deficit** N/a ## **Further financial review details (Optional information)** You **may choose** to include additional information, where relevant about: - the charity’s principal sources of funds (including any fundraising); We have a contract with Carmarthenshire County Council for which we receive £5000.00 All income is spent on core objectives. - We pay Carers travel expenses and replacement care costs so that they can attend our meetings. - how expenditure has We maintain a website and a Facebook group to share information and - supported the key objectives support Carers - of the charity; - investment policy and objectives including any ethical investment policy adopted. ## **Section F Other optional information** ## **Section G Declaration** **The trustees declare that they have approved the trustees’ report above.** **Signed on behalf of the charity’s trustees** ## **Signature(s)** **Full name(s)** Mr Michael Scordellis Carmarthen Carers Forum (Jan 26, 2023, 4:04pm) **Position (eg Secretary, Chair,** **etc)** **Date** 26/01/2023 March **2012** **TAR** 5 ## **Issuer** **Issuer** TaxAssist Accountants **Document generated** Thu, 26th Jan 2023 15:21:50 UTC **Document fingerprint** be994650a1be5207b47c09760fc4ca83 ## **Parties involved with this document** ## **Document processed** ## **Party + Fingerprint** Thu, 26th Jan 2023 16:04:16 UTC Carmarthen Carers Forum - Signer (22b14f9085240c323f6452662f1cef37) **Audit history log Date Action** Thu, 26th Jan 2023 16:04:16 UTC The envelope has been signed by all parties. (80.41.40.26) Thu, 26th Jan 2023 16:04:16 UTC Carmarthen Carers Forum signed the envelope. (80.41.40.26) Thu, 26th Jan 2023 15:57:03 UTC Carmarthen Carers Forum viewed the envelope. (80.41.40.26) Thu, 26th Jan 2023 15:56:46 UTC Carmarthen Carers Forum opened the document email. (80.41.40.26) Thu, 26th Jan 2023 15:41:39 UTC Carmarthen Carers Forum viewed the envelope. (80.41.40.26) Thu, 26th Jan 2023 15:41:18 UTC Carmarthen Carers Forum opened the document email. (87.248.116.215) Thu, 26th Jan 2023 15:25:40 UTC Document emailed to party email (13.41.70.28) Thu, 26th Jan 2023 15:25:40 UTC Sent the envelope to Carmarthen Carers Forum for signing. (217.33.55.1) Thu, 26th Jan 2023 15:23:29 UTC Carmarthen Carers Forum has been assigned to this envelope (217.33.55.1) Thu, 26th Jan 2023 15:22:29 UTC Document generated with fingerprint be994650a1be5207b47c09760fc4ca83 (217.33.55.1) Thu, 26th Jan 2023 15:22:23 UTC Document generated with fingerprint b6906579afd18999160316ae7d41ee1a (217.33.55.1) Thu, 26th Jan 2023 15:21:50 UTC Envelope generated by Gary Curwood (217.33.55.1) ||**Carmarthenshire Carers Forum**|**Carmarthenshire Carers Forum**|**Carmarthenshire Carers Forum**|**Carmarthenshire Carers Forum**|**Carmarthenshire Carers Forum**|**1159710**|**1159710**|**1159710**|**CC16a**| |---|---|---|---|---|---|---|---|---|---| ||**Receipts and payments accounts**||||||||| ||**For the period**
**from**||Period start date
**01/04/2021**||**To**||Period end date
**31/03/2022**||| ||||||||||| |**Section A Receipts and payments**|||||||||| |**A1 Receipts**|**Unrestricted**
**funds**
**to the**
**nearest £**
**10,000**
**5,000**||**Restricted**
**funds**
**to the**
**nearest £**
**-**
**-**||**Endowment**
**funds**
**to the**
**nearest £**
**-**
**-**||**Total funds**
**to the**
**nearest £**
**10,000**
**5,000**
**626**
**-**
**-**
**-**
**-**
**-**||**Last year**
**to the**
**nearest £**| |Carmarthenshire CountyCouncil|**10,000**||**-**||**-**||**10,000**||**11,202**| |Pembrokeshire Association|**5,000**||**-**||**-**||**5,000**||**-**| |Donations|**626**||**-**||**-**||**626**||**1,100**| |Covid 19 Support Fund|**-**||**-**||**-**||**-**||**930**| |Local Giving|**-**||**-**||**-**||**-**||**36**| |Other|**-**||**-**||**-**||**-**||**6**| ||**-**||**-**||**-**||**-**||**-**| ||**-**||**-**||**-**||**-**||**-**| |**_Sub total_**_(Gross income for AR)_|**15,626**||**-**||**-**||**15,626**||**13,274**| |**A2 Asset and investment**
**sales, (see table).**|||||||**-**
**-**||| |**A2 Asset and investment**
**sales, (see table).**|||||||||| ||**-**||**-**||**-**||**-**||| ||**-**||**-**||**-**||**-**||**-**| |**_Sub total_**|**-**||**-**||**-**||**-**||**-**| |**_Total receipts_**
**A3 Payments**|||||||||| ||**15,626**||**-**||**-**||**15,626**||**13,274**| ||||||||**14,378**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**||| |General Fund|**14,378**||**-**||**-**||**14,378**||**6,428**| ||**-**||**-**||**-**||**-**||**-**| ||**-**||**-**||**-**||**-**||**-**| ||**-**||**-**||**-**||**-**||**-**| ||**-**||**-**||**-**||**-**||**-**| ||**-**||**-**||**-**||**-**||**-**| ||**-**||**-**||**-**||**-**||**-**| ||**-**||**-**||**-**||**-**||**-**| ||**-**||**-**||**-**||**-**||**-**| |**_Sub total_**|**14,378**||**-**||**-**||**14,378**||**6,428**| |**A4 Asset and investment**
**purchases, (see table)**|||||||**-**
**-**||| |**A4 Asset and investment**
**purchases, (see table)**|||||||||| ||**-**||**-**||**-**||**-**||**700**| ||**-**||**-**||**-**||**-**||| |**_Sub total_**|**-**||**-**||**-**||**-**||**700**| |**_Total payments_**
**_Net of receipts/(payments)_**
**A5 Transfers between funds**
**A6 Cash funds last year end**
**_Cash funds this year end_**|**14,378**
**1,249**
**-**||**-**
**-**
**-**||**-**
**-**
**-**||**14,378**
**1,249**
**-**
**15,877**||| ||||||||||**7,128**| ||||||||||| ||**1,249**||**-**||**-**||**1,249**||**6,146**| ||**-**||**-**||**-**||**-**||**-**| ||**15,877**||**-**||**-**||**15,877**||**9,731**| ||**17,126**||**-**||**-**||**17,126**||**15,877**| CCXX R1 accounts (SS) 26/01/2023 1 ## **Section B Statement of assets and liabilities at the end of the period** |||||**Unrestricted**||**Restricted**||**Endowment**| |---|---|---|---|---|---|---|---|---| |**Categories**|**Details**|||**funds**||**funds**||**funds**| |||||**to nearest £**||**to nearest £**||**to nearest £**| |**B1 Cash funds**|HSBC Account|||**17,126**||**-**||**-**| |||||**-**||**-**||**-**| |||||**-**||**-**||**-**| |||**_Total cash funds_**||**17,126**||**-**||**-**| ||(agree balances with receipts and|||||||| |||payments account(s))||OK||OK||OK| |||||**Unrestricted**||**Restricted**||**Endowment**| |||||**funds**||**funds**||**funds**| ||**Details**|||**to nearest £**||**to nearest £**||**to nearest £**| |**B2 Other monetary assets**||||**-**||**-**||**-**| |||||**-**||**-**||**-**| |||||**-**||**-**||**-**| |||||**-**||**-**||**-**| |||||**-**||**-**||**-**| |||||**-**||**-**||**-**| |||||**Fund to which**||**Cost**||**Current**| ||**Details**|||**asset belongs**||**(optional)**||**value**| |**B3 Investment assets**||||||**-**||**-**| |||||||**-**||**-**| |||||||**-**||**-**| |||||||**-**||**-**| |||||||**-**||**-**| |||||**Fund to which**||**Cost**||**Current**| ||**Details**|||**asset belongs**||**(optional)**||**value**| |**B4 Assets retained for the**|07/12/2020 HP Computer|||||**700**||**560**| |**charity’s own use**||||||||| |||||||**-**||**-**| |||||||**-**||**-**| |||||||**-**||**-**| |||||||**-**||**-**| |||||||**-**||**-**| |||||||**-**||**-**| |||||||**-**||**-**| |||||||**-**||**-**| |||||**Fund to which**||**Amount due**||**When due**| ||**Details**|||**liability**||**(optional)**||**(optional)**| |**B5 Liabilities**||||||**-**||| |||||||**-**||| |||||||**-**||| |||||||**-**||| |||||||**-**||| |Signed by one or two trustees on
behalf of all the trustees||Signature||Print|Name|||Date of
approval| |||||Mr Michael||Scordellis||26/01/2023| ||Carmarthen Carers Forum (Jan 26, 2023,|||||||| ||4:04pm)|||||||| CCXX R2 accounts (SS) 2 26/01/2023 ## **Issuer** **Issuer** TaxAssist Accountants **Document generated** Thu, 26th Jan 2023 15:21:50 UTC **Document fingerprint** b6906579afd18999160316ae7d41ee1a ## **Parties involved with this document** ## **Document processed** ## **Party + Fingerprint** Thu, 26th Jan 2023 16:04:16 UTC Carmarthen Carers Forum - Signer (22b14f9085240c323f6452662f1cef37) **Audit history log Date Action** Thu, 26th Jan 2023 16:04:16 UTC The envelope has been signed by all parties. (80.41.40.26) Thu, 26th Jan 2023 16:04:16 UTC Carmarthen Carers Forum signed the envelope. (80.41.40.26) Thu, 26th Jan 2023 15:57:03 UTC Carmarthen Carers Forum viewed the envelope. (80.41.40.26) Thu, 26th Jan 2023 15:56:46 UTC Carmarthen Carers Forum opened the document email. (80.41.40.26) Thu, 26th Jan 2023 15:41:39 UTC Carmarthen Carers Forum viewed the envelope. (80.41.40.26) Thu, 26th Jan 2023 15:41:18 UTC Carmarthen Carers Forum opened the document email. (87.248.116.215) Thu, 26th Jan 2023 15:25:40 UTC Document emailed to party email (13.41.70.28) Thu, 26th Jan 2023 15:25:40 UTC Sent the envelope to Carmarthen Carers Forum for signing. (217.33.55.1) Thu, 26th Jan 2023 15:23:29 UTC Carmarthen Carers Forum has been assigned to this envelope (217.33.55.1) Thu, 26th Jan 2023 15:22:29 UTC Document generated with fingerprint be994650a1be5207b47c09760fc4ca83 (217.33.55.1) Thu, 26th Jan 2023 15:22:23 UTC Document generated with fingerprint b6906579afd18999160316ae7d41ee1a (217.33.55.1) Thu, 26th Jan 2023 15:21:50 UTC Envelope generated by Gary Curwood (217.33.55.1)