Umbrellac
mru
www.umbrellacymru.co.ul | 0300 3023610
@umbrellacymiu | info@umbrellacyrn'u,co.uk
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Umbrella Cymru
Annual Report
2020-21
UNITY
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## **Objectives and Activities**
## **Summary of the purposes of the charity as set out in its governing document.**
The object of the CIO is:
- (1) To advance equality of opportunity for, foster good relations between, and eliminate discrimination experienced by, people who identify as/with a ‘minority characteristic’ in relation to the protected characteristics of “sexual orientation” and “gender reassignment” as described in the Equality Act (2010) by, in particular but not limited to:
- (a) providing information, training and other support services as the trustees see fit, to anyone (either in a personal or professional capacity) who lives, works, or has connections within Wales.
- (b) advancing public education and awareness of sexual orientation and gender identity equality.
- (c) developing the capacity and skills of ‘the community’ insofar as their socially disadvantaged status, in such a way that they are better able to identify, and help meet, their needs and to participate more fully in society.
- (d) performing or promoting other activities as the trustees see fit in pursuance of the CIO’s purpose.
## **Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts.**
Umbrella Cymru continued to provide a range of support services in relation to gender and sexual identity, diversity, equality and inclusion.
The main activities of the organisation include the provision of support such as information and signposting, advocacy, practical and emotional support, listening and befriending and other services tailored to those requiring such support.
In addition to direct support provided to ‘clients’, support is also provided to ‘professionals’ through awareness raising and training input sessions. These
services support skills and knowledge development within a wider context, therefore indirectly supporting ‘clients’ simultaneously.
**Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit.**
Trustees and staff are aware of the Charity Commission’s guidance on public benefit. The purpose and objectives of the organisation satisfy both elements of ‘public benefit’ and activities and decisions are undertaken in line with guidance. Trustees continually pay due regard to the guidance and its principles when considering any decisions that might have the potential to affect the impact on beneficiaries. **Achievements and Performance** Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole.
946 referrals were received within the period. This number included clients referred for support or those who might have requested support directly.
Each person referred to the service receives contact and an appointment to discuss circumstances and support at a time convenient to them. Following this discussion, a support plan is developed with the client and provided for as long as is required. **Financial Review** Review of the charity’s financial position at the end of the period.
The accounts have been reviewed. The financial position is good at the end of the period. Statement explaining the policy for holding reserves stating why they are held.
Reserves will be held to ensure the continued running of the service. Although a relatively small amount of reserves, this will allow for any increase in DRCs and provide a ‘development pot’ for unfunded expenses such as IT equipment that will improve the services offered. Amount of reserves held. £89,542 Reasons for holding zero reserves. NA Details of fund materially in deficit. NA Explanation of any uncertainties about the charity continuing as a going concern. None. **Structure, Governance and Management** Description of charity’s trusts: The charity received restricted grant funding during this period to deliver support services to young people. Type of governing document - - Constitution of CIO. Last amended 19 02 2018.
How is the charity constituted?
Charitable Incorporated Organisation
Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees
Trustees are selected in accordance with the constitution:
## **Appointment of charity trustees**
(1) Apart from the first charity trustees, every appointed trustee must be appointed for a term of three years by a resolution passed at a properly convened meeting of the charity trustees.
(2) In selecting individuals for appointment as appointed charity trustees, the charity trustees must have regard to the skills, knowledge and experience needed for the effective administration of the CIO.
**Reference and Administrative details**
Charity name
Umbrella Cymru
Other name the charity uses
Umbrella Gwent
Registered charity number
1160909
Charity’s principal address
Not published as private address.
## **Names of the charity trustees who manage the charity**
1 Nicholas Lewis 2 Ruth Price 3 David Winterfeld
## **Funds held as custodian trustees on behalf of others**
Description of the assets held in this capacity
**NA**
Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects
**NA**
Details of arrangements for safe custody and segregation of such assets from the charity’s own assets
**NA**
**Declarations**
## **The trustees declare that they have approved the trustees’ report above.**
**Signed on behalf of the charity’s trustees: Signature(s) Full Name(s) Nick Lewis Position Trustee Date 01-12-2021**
## _**CHARITY COMMISSION RECEIPTS AND PAYMENTS ACCOUNT PERIOD END 31.03.21**_
|**_RECEIPTS_**
Training income
Merchandise sales
Sponsorships and donations
Grant Funding
Student Placements
Cardiff and Vale
Other Income-SSP Claim
**_PAYMENTS_**
Wages & salaries
Ers Pension Contributions
Training
Merchandise
Commissioned services
Advertising and marketing
Computer and software costs
Travel and subsistence
Conferences and events
Insurances
Printing, Postage and Stationery
Subscriptions and memberships
Telephone and internet
Accountancy Fee
Bank Charges
General expenses|Unrestricted
Funds
183
1,953
3,400
78,422
134
84,092
48,285
1,703
1,165
61
16
600
31
22
51,883|Restricted
Funds
92,492
92,492
63,988
2,577
5,541
765
65
2,879
1,814
448
78,077|Total
183
1,953
92,492
3,400
78,422
134|
|---|---|---|---|
||||176,584|
||||112,272
4,280
6,706
61
781
65
2,879
2,414
31
470|
||51,883|78,077|129,960|
## _**ASSET & INVESTMENT**_
Computer and office equipment
|**_ASSET & INVESTMENT_**
||||
|---|---|---|---|
|Computer and office equipment
NET OF RECEIPTS/(PAYMENTS)
**TRANSFERS BETWEEN FUNDS**
**_CASH FUNDS LAST YEAR_**|0
32,209
14,682
40,040|1,691
1,691
12,725
-14,682
4,568|1,691|
||||1,691|
||||44,934
0
44,608|
|**_CASH FUNDS THIS YEAR END_**|86,931|2,611|89,542|
|**_STATEMENTS OF ASSETS AND LIABILITIES_**
CASH FUNDS
Petty Cash
Barclays Current Account
Barclays Bank TWO Account
Paypal Account
OTHER ASSETS
ASSETS
Computer and office equipment B/fwd
Computer and office equipment
LIABILITIES|**_31.03.20_**
Unrestricted
-714
3,217
85,694
1,346
89,542
0
7,802
7,802
0|Restricted
0
0
4,090
1,691
5,781
0|Bal sheet
-714
3,217
85,694
1,346|
||||89,542|
|||||
||||0|
|||||
||||13,583|
|||||
|||||
|||||
||||103,125|
Beverley & Williams
ACCOUNTANTS LTD
TEL.. 01495 270025
FAX: 01495 271105
admin@beverleyandwilliam&co.uk
St Davids House
Feeder Row
Cwmcarn
Newport
NPI17ED
IndendnI oxamIn•8 roport to tho Iru8tws of Umbrglla Cymru
I report to the Iru$tee$ on my examination of the accounts of Umbrella Cymru {Ihe Trust) for the year
ended 5 April 2021.
Responslbllltles and basls of report
As the charity trustees of the Trust you are responsible for the preparation of Ihe aounts in
a¢¢ordan¢e wrth the requirements of the Charities Act 2011 {'the Act.).
I report in respect of my examination of the Trust's accounts carried out under tIOn 145 of the 2011
Act and in ¢arrying out my examinalion I have followed all the applicable Directions given by the
Charty Commission under $e¢tion 145(5llbl of the Act.
Independent examlner's 8tstement
I have completed my examination. l o)nfimi that no material matters have come lo my attention in
connection with the examinatn giving me ¢au$e to believe that in any material respect..
1. accounting records were not kept in respect of the Trust as required by SeCtn 130 of the
Act., or
2. Ihg aOUnt5 do not ard with those records.
I have no COern$ artd have ¢ome a¢ross no olheT matters in connection with the examination to
whi¢h attention $houl¢J be drawn in Ihis report in ord8r lo enable a proper understanding of the
accounts to be reached.
Signed:
Name: Mi55 Laura Dyrbus
Member of The Associalion of Accounting Technicrans
Address.. Bevedey & Williams AOUntantS Ltd, Unit A, St David's House, Feeder Row, Cwmcarn,
Newport, NP117ED
Date.. 25 February 2022
Company Registered Number: 4777182
Director Mrs S. Williams