## **Trustees' Annual Report for the period** ||Period start date|Period start date|||Period end date|Period end date|| |---|---|---|---|---|---|---|---| |**From**|**01**|**04**|**2022**|**To**|**31**|**03**|**2023**| ## Section A Reference and administration details **Charity name** Carmarthenshire Carers Forum **Other names charity is known by Registered charity number (if any)** 1159710 |**red charity number (if any)**|1159710|1159710| |---|---|---| |**Charity's principal address**|Little Deane
|| ||Llanwrda|| ||Carmarthenshire|| ||**Postcode**|**SA19 8HD**| ## **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)**| |---|---|---|---|---| ||Michael Scordellis|Chairperson||| ||Sarah Jayne Isherwood|Treasurer||| ||Eva Millar|Trustee||| ||Gwenllian Duncombe|Trustee||| ||Colleen Deborah Chinnery|Social Secretary||| ||Carroll Emlyn Jones Nunnerley|Secretary||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| ## **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** Please read Newsletter Spring 2023 attached below after the signature **achievements of the charity** page. **during the year** 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 Facebook group to share information and support Carers - supported the key objectives 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)** Michael Scordellis (Jan 24, 2024, 5:16pm) **Full name(s)** Mr Michael Scordellis **Position (eg Secretary, Chair,** Chairperson **etc)** **Date** 09/01/2024 March **2012** **TAR** 5 Carmartherthire FfoTh4m c￿)falWYr Sir Gaerfyrddin The Voice of Carers Newsletter Spring 2023 fthEI 5cLwdElEta￿V[v￿ Td: 07&6 210119 Thike 1159710 & Wd￿) TAR March 2012 Carmarthenshire Fforwm Gofalwyr Sir Gaerfyrddin Announcement The trustees of Carmarthenshire Carers Forum regret to Inform you that due to ill health Mr Ken Jones will be standing down as Chair of Carmarthenshire Carers Forum with immediate effect. th Sadly. this will be before the occasion of his 75 birthday at the end of 2023 as he had previously hoped. We hope you will join with us to rejoice in the work Ken has done with and for Carers in Carmarthenshire and wish him well on his road to recovery. We would also like to send our best wishes to Paul Benson our previous Treasurer, unfortunately he has also had to step down too due to ongoing health issues. In addition to our new Chair Michael Scordellis and existing trustees and board members Gwenllian Duncombe and Eva Millar we have recruited three new trustees. Myself Sarah Isherwood who will be presuming the role of Treasurer. Carroll Nunnerley as Secretary and our new Social Secretary Colleen Chinnery who will be the contact for our Aprll event. For details and your invitation to the our County Wide Event please see point 3 of the newsletter. We hope you can join us and together we can continue the incredible success of Camiarthenshire Carers Forum Into the future. Reg5tvd thaity 1159no lErvj￿ & TAR March 2012 Carmarthenshire Carers F(￿urn Fforwm Gofalwyr Sir Gaerfyrddin INTRODUCTION l. Welcome everyone to the Spring Issue of our newsletter. 2. The Trustees of Carmarthenshire Carers Forum (CCF) are delighted to report another good attendance at our latest Christmas County Wide Forum at Parc y Scarlet on 15 December {10.15- 2.301 despite adverse weather conditions, and diff iculty confirming with members about the event. the event went ahead and the number in attendance was 42. Michael Scordellis welcomed everyone. includin8. our highly re8arded 8uest speaker Dr Phil Kloer, Executive Medical Director/Deputy Chief Executive of Hywel Dda Untversity Health Board and he was very well received. We had a free raffle and a 3 course Lunch. Dr Phil Kloer gave an update on the Health Board proposal "Social model of health and well-being" He stayed for lunch, and made himself fully accessible to our members. answerin8 their questions. 3_ It gives us great pleasu re to cordially invite you to our County Wide Forum and 3 course lunch next month on Thursday 27th April at Parc Y Scarlets from 10.30-2.30pm (Doors open at loam). We hope as many of you as possible can attend. Please contact Colleen Chinne Social Secreta to reseNe our laco and rovide an dieta or accessibili re uirements. Email- colleen_chinne hotmail.co.uk or Teltrext 07832 997565. All seats need to be booked in advance. ch¥ty rnrnbEr 1159no IEr44A & wa￿$1 TAR March 2012 Carmarthenthire FforW￿ Gofalwyr Sir Gaerfyrddin Other Items covered in this newsletter, Trustees Emergency Meetings. Moving Forward. Message from the Treasurer. Trustees Emer en Meetin There have been two recent emergency meetings to discuss the future of Carmarthenshire Carers Forum. New trustees and committee members have been appointed. We are all in agreement that we wish to continue the good work of Carmarthenshire Forum as we feel this is a very much needed and much regarded friendship group. Forward Plannin Our main objectives are: CCF should remain essentially a Friendship group focusing on the health and wellbeing of unpaid Carers We will continue to include some ex-carers and cared for at our events We should continue with our Reach and Im policy. This involves reaching Unpaid and ex Carers and some cared for through our activities - listenin8 to our members experience and problems- and making an Impact by brlnging concerns to the attention of those in authority. We will endeavour to be represented on several public bodies. *thaqlkn&llE Td.. 210119 ffike xr*dths•yal*)).cth th•ty IIYJ710 lE[KJ￿ & W￿￿) TAR March 2012 Carmarthenshire Carers F(￿urn Fforwrn Gofalwyr Sir Gaerfyrddin We will continue to provide our current range of services. including locally based coffee mornings. buffet lunches, small local meetings and county wide Forums. We will be arranging local events for our members nearest to their home addresses in places such as Llanelli. Ammanford. Llandeilo, Llandovery, Pembrey. Carmarthen. Pontyberem. Cross Hands and St Clears. Our members from across Carmarthenshire will be invited to our County Forums where generally we have a guest speaker, free raffle. and a 2 or 3 course lunch at a high-quality venue. Trustees are of the view that we should limit County wide Forums to three or four per year and concentrate more on local events. This would be more cost effective and attract even greater numbers. We also hope to invite a number of special guests to join us to use the event to understand the perspective of unpaid Carers, ex Carers and some cared for who will be in attendance. We will continue to produce our popular newsletter Operating without a website will continue to be our policy. In the last two years, we have near tripled our memberships without a website. utilising our locally based reach polivi in contacting unpaid Carers in different communities. Maintaining a presence on Facebook will continue. Re￿l￿Ed thwity 1159710 [Ervj￿ & TAR 10 March 2012 Carmarthenshire Carers F(xum Fforwrn Gofalwyr Sir Gaerfyrddin As an independent charity essentially run by unpaid Carers for Carers. we will continue to actively fundralse to fund our activities with some grateful help from Carmarthenshire County Council. For us at CCF we alm to provide a range of activities and events for our members to look forward to. We want to help enhance wellbeing and quality of life. Carers make the sacrifices they make. but our lives are for living not merely existing. We are currently lookin6 for someone to help with funding applications and to help co-produce future newsletters. Please contact myself Sarah Isher¥vood or M ichael Scordellis if you are interested in either a volunteer role or to register your interest in paid employment l rf or when we can secure funding for this). Please find our contact details in the footnote. (haty IIVJ710 & Wdk51 TAR March 2012 Carmarthenshlre Sir Gwfyrddin A PERSONAL MESSAGE FROM THE TREASURER As a carer myself l understand the importance and value of shared experience. myself and other trustees would like to continue to provide the opportunities to support each other and create valuable friendships at future Carmarthenshire Carers Forum Events. As mentioned earlier. Ken Jones regrettably had to step down from his role as Chair. Michael Scordellis has courageously taken on the role of our new Chairperson. We are so grateful to Ken for his relentless commitment to Carers in Carmarthenshire. He carried out these selfless duties whilst caring for his wrfe and undertaking several Welsh Government Ministerial appointments as well as being Chair of Carmarthenshire Health Board. Carmarthenshire Carer's Forum has 8one from strength to stren8th and this would never have been achieved without Ken's dedication or the help of his dau6hter Debbie. We thank them both for their resolute hardwork and steadfastness. We are also grateful to Michael Scordellis for his continuous commitment and our Previous Treasurer Paul Benson who too has recently stepped down due to ill health and we wish him well. We thank all our members for their patience and understanding, whilst myself and our new committee members find our feet. I'd like finish by echoing Ken's words ￿e'd love your help. to help us to take things forward-. Kindest Re6ards Sarah Isherwood - Treasurer of Carmarthenshire Carers Forum. TEa5wJ Td: 01550 777404 w* 1159710 & w￿￿5} TAR 12 March 2012 ## **Issuer** **Issuer** TaxAssist Accountants **Document generated** Tue, 9th Jan 2024 11:23:54 UTC **Document fingerprint** 776fa27d13c031d43926cd48f567a5f5 ## **Parties involved with this document** ## **Document processed** ## **Party + Fingerprint** Wed, 24th Jan 2024 17:16:39 UTC Michael Scordellis - Signer (b9cb8fef1ac77679d68fb26bc42b44ed) **Audit history log Date Action** Wed, 24th Jan 2024 17:16:39 UTC Michael Scordellis viewed the envelope (81.170.92.99) Wed, 24th Jan 2024 17:16:39 UTC This envelope has been signed by all parties (81.170.92.99) Wed, 24th Jan 2024 17:16:39 UTC Michael Scordellis signed the envelope (81.170.92.99) Wed, 24th Jan 2024 17:14:17 UTC Michael Scordellis viewed the envelope (81.170.92.99) Wed, 24th Jan 2024 17:14:01 UTC Michael Scordellis opened the document email. (87.248.116.215) Tue, 23rd Jan 2024 19:51:26 UTC Document emailed to party email (3.9.14.121) Tue, 23rd Jan 2024 19:51:26 UTC Sent Michael Scordellis a reminder to sign the document. (217.33.55.1) Tue, 9th Jan 2024 11:28:47 UTC Document emailed to party email (18.132.114.224) Tue, 9th Jan 2024 11:28:47 UTC Sent the envelope to Michael Scordellis for signing (217.33.55.1) Tue, 9th Jan 2024 11:25:09 UTC Michael Scordellis has been assigned to this envelope (217.33.55.1) Tue, 9th Jan 2024 11:24:19 UTC Document generated with fingerprint 776fa27d13c031d43926cd48f567a5f5 (217.33.55.1) Tue, 9th Jan 2024 11:24:13 UTC Document generated with fingerprint ac4d812f4fe58a02bc57763eaa1b3a35 (217.33.55.1) Tue, 9th Jan 2024 11:23:55 UTC Envelope generated by Danah Faustino (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
**01/04/2022**||**To**||Period end date
**31/03/2023**||| ||||||||||| |**Section A Receipts and payments**|||||||||| |**A1 Receipts**|**Unrestricted**
**funds**
**to the**
**nearest £**
**10,840**
**1,775**||**Restricted**
**funds**
**to the**
**nearest £**
**-**
**-**||**Endowment**
**funds**
**to the**
**nearest £**
**-**
**-**||**Total funds**
**to the**
**nearest £**
**10,840**
**1,775**
**96**
**-**
**510**
**-**
**-**
**-**||**Last year**
**to the**
**nearest £**| |Carmarthenshire CountyCouncil|**10,840**||**-**||**-**||**10,840**||**10,000**| |Pembrokeshire Association|**1,775**||**-**||**-**||**1,775**||**5,000**| |Donations|**96**||**-**||**-**||**96**||**626**| |Covid 19 Support Fund|**-**||**-**||**-**||**-**||**-**| |Local Giving|**510**||**-**||**-**||**510**||**-**| |Other|**-**||**-**||**-**||**-**||**-**| ||**-**||**-**||**-**||**-**||**-**| ||**-**||**-**||**-**||**-**||**-**| |**_Sub total_**_(Gross income for AR)_|**13,221**||**-**||**-**||**13,221**||**15,626**| |**A2 Asset and investment**
**sales, (see table).**|||||||**-**
**-**||| |**A2 Asset and investment**
**sales, (see table).**|||||||||| ||**-**||**-**||**-**||**-**||| ||**-**||**-**||**-**||**-**||**-**| |**_Sub total_**|**-**||**-**||**-**||**-**||**-**| |**_Total receipts_**
**A3 Payments**|||||||||| ||**13,221**||**-**||**-**||**13,221**||**15,626**| ||||||||**18,343**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**||| |General Fund|**18,343**||**-**||**-**||**18,343**||**14,378**| ||**-**||**-**||**-**||**-**||**-**| ||**-**||**-**||**-**||**-**||**-**| ||**-**||**-**||**-**||**-**||**-**| ||**-**||**-**||**-**||**-**||**-**| ||**-**||**-**||**-**||**-**||**-**| ||**-**||**-**||**-**||**-**||**-**| ||**-**||**-**||**-**||**-**||**-**| ||**-**||**-**||**-**||**-**||**-**| |**_Sub total_**|**18,343**||**-**||**-**||**18,343**||**14,378**| |**A4 Asset and investment**
**purchases, (see table)**|||||||**-**
**-**||| |**A4 Asset and investment**
**purchases, (see table)**|||||||||| ||**-**||**-**||**-**||**-**||**-**| ||**-**||**-**||**-**||**-**||| |**_Sub total_**|**-**||**-**||**-**||**-**||**-**| |**_Total payments_**
**_Net of receipts/(payments)_ **
**A5 Transfers between funds**
**A6 Cash funds last year end**
**_Cash funds this year end_**|**18,343**
**-**
**5,122**
**-**||**-**
**-**
**-**||**-**
**-**
**-**||**18,343**
**-**
**5,122**
**-**
**17,126**||| ||||||||||**14,378**| ||||||||||| ||**-**
**5,122**||**-**||**-**||**-**
**5,122**||**1,249**| ||**-**||**-**||**-**||**-**||**-**| ||**17,126**||**-**||**-**||**17,126**||**15,877**| ||**12,004**||**-**||**-**||**12,004**||**17,126**| CCXX R1 accounts (SS) 09/01/2024 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|||**12,004**||**-**||**-**| |||||**-**||**-**||**-**| |||||**-**||**-**||**-**| |||**_Total cash funds_**||**12,004**||**-**||**-**| ||(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**||**420**| |**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||09/01/2024| |||||Chairperson||||| ||Michael Scordellis(Jan 24, 2024, 5:16pm)|||||||| CCXX R2 accounts (SS) 2 09/01/2024 ## **Issuer** **Issuer** TaxAssist Accountants **Document generated** Tue, 9th Jan 2024 11:23:54 UTC **Document fingerprint** ac4d812f4fe58a02bc57763eaa1b3a35 ## **Parties involved with this document** ## **Document processed** ## **Party + Fingerprint** Wed, 24th Jan 2024 17:16:39 UTC Michael Scordellis - Signer (b9cb8fef1ac77679d68fb26bc42b44ed) **Audit history log Date Action** Wed, 24th Jan 2024 17:16:39 UTC Michael Scordellis viewed the envelope (81.170.92.99) Wed, 24th Jan 2024 17:16:39 UTC This envelope has been signed by all parties (81.170.92.99) Wed, 24th Jan 2024 17:16:39 UTC Michael Scordellis signed the envelope (81.170.92.99) Wed, 24th Jan 2024 17:14:17 UTC Michael Scordellis viewed the envelope (81.170.92.99) Wed, 24th Jan 2024 17:14:01 UTC Michael Scordellis opened the document email. (87.248.116.215) Tue, 23rd Jan 2024 19:51:26 UTC Document emailed to party email (3.9.14.121) Tue, 23rd Jan 2024 19:51:26 UTC Sent Michael Scordellis a reminder to sign the document. (217.33.55.1) Tue, 9th Jan 2024 11:28:47 UTC Document emailed to party email (18.132.114.224) Tue, 9th Jan 2024 11:28:47 UTC Sent the envelope to Michael Scordellis for signing (217.33.55.1) Tue, 9th Jan 2024 11:25:09 UTC Michael Scordellis has been assigned to this envelope (217.33.55.1) Tue, 9th Jan 2024 11:24:19 UTC Document generated with fingerprint 776fa27d13c031d43926cd48f567a5f5 (217.33.55.1) Tue, 9th Jan 2024 11:24:13 UTC Document generated with fingerprint ac4d812f4fe58a02bc57763eaa1b3a35 (217.33.55.1) Tue, 9th Jan 2024 11:23:55 UTC Envelope generated by Danah Faustino (217.33.55.1)