2021-03-31-accounts - Calon Y Cwm

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Trustees' Annual Report for the period

Period start date Period end date Day Month Year Day Month Year From 1 April 2020 To 31 March 2021

Section A Reference and administration details

Charity name Other names charity is known by Registered charity number (if any) 1178043

Calon y cwm

Charity's principal address 9 Gloucester Buildings Pant-y-gog BRIDGEND Postcode CF32 8DW

Names of the charity trustees who manage the charity

Trustee name	Office (if any)	Dates acted if not for whole year	Name of person (or body) entitled to appoint trustee (ifany)
Maxine Lewis	Chair		Board of Trustees
Ian Black			Board of Trustees
Roderick Shaw		1 April 2019 – 22 April 2020	Board of Trustees
Miranda Shaw		22 November 2019 to date	Board of Trustees

Names of the trustees for the charity, if any, (for example, any custodian trustees)

Name	Dates acted if not for whole year
As above

March 2012

TAR

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
Type of governing document		Constitution
(eg. trust deed, constitution)
How the charity is constituted (eg. trust, association, company)		Charitable Incorporated Organisation whose only voting members are its charity trustees
Trustee selection methods		Appointed by the Board of Trustees
(eg. appointed by,	elected by)

Additional governance issues (Optional information)

Youmay chooseto 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.

The charity maintains significant policies and procedures, which include:
Risk management
Safeguarding
Conflicting interests
Volunteer management and
Complaints handling
The charity is a member of:
Bridgend Association of Voluntary Organisations
Boys and Girls Club of Wales
Street Games
The charity is pleased to have the support of a County Councillor with
many years of specialised experience in charities and governance
The charity works primarily with people, and as such has drafted policies
relating to safeguarding and volunteer management in particular. These
compliment the risk management of the charity and other policies.
All policies are regularly reviewed, discussed and amended as necessary.
All trustees and volunteers are given regular workshops on policy matters
and procedures. Should new situations arise that need to be incorporated
in policy or procedure that is done and further briefings are conducted.
The charity is member to regional and national bodies that publish advice
and guidance which is disseminated for all trustees and volunteers.
Although administratively small, the charity takes its financial duties
seriously andhas policies and procedures tomitigatefinancial risk.

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Section C Objectives and activities

Summary of the objects of the charity set out in its governing document 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)	The objects of the charity are to further or benefit the residents of the Garw Valley and its neighbourhood, without distinction of sex, sexual orientation, race or political, religious or other opinions by associating together the said residents and local authorities, voluntary and other organisations in a common effort to advance education and wellbeing and to provide facilities in the interests of social welfare for recreation and leisure-time occupation with the objective of improving the conditions of life for the residents. In furtherance of these object but not otherwise, the trustees shall have power: to establish or secure the establishment of a community centre and to maintain or manage or co-operate with any statutory authority in the maintenance or management of such centres of activities promoted by the charity in furtherance of the above objects.
	Calon-y-cwm has a mission statement of: *Improving wellbeing, communities and the environment in the Garw* *Valley.* The charity wishes to develop communities, facilities and services in the Garw Valley for the betterment of residents. The trustees have referred to the guidance contained in the Charity Commission's general guidance on public benefit when reviewing the charity's aims and objectives and in planning its future activities. In particular, the trustees consider how planned activities will contribute to the aims and objectives that have been set. The charity is based and operates in the Garw Valley, one of three valleys in Bridgend County Borough, and is deeply imbedded in the community. The valley is a post-mining area and is an isolated area of significant deprivation following the mass unemployment event at the closure of pits. In pursuance of the charitable objects the charity conducts community- wide consultations in the valley. The result of these exercises shapes the provision the charity aspires to provide. Public consultations have ensured the charity continues its public benefit role in all its activities. The trustees have regularly reviewed project proposals and continue to engage widely. The year in review was marked by the global COVID pandemic that was to prove a massive negative force for the community and activities of the charity. Both junior and senior youth club ceased indoor activities in line with Welsh Government guidelines. Although, on a few occasions when regulation s and weather permitted, senior youth club held sessions outdoors. The other established function of Calon y Cwm is the Community Centre in Blaengarw. The trustees have invested heavily in that location so that it could be COVID-safe and fit for the future.

Summary of the objects of the
charity set out in its
governing document
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)

The objects of the charity are to further or benefit the residents of the
Garw Valley and its neighbourhood, without distinction of sex, sexual
orientation, race or political, religious or other opinions by associating
together the said residents and local authorities, voluntary and other
organisations in a common effort to advance education and wellbeing
and to provide facilities in the interests of social welfare for recreation and
leisure-time occupation with the objective of improving the conditions of
life for the residents.
In furtherance of these object but not otherwise, the trustees shall have
power: to establish or secure the establishment of a community centre
and to maintain or manage or co-operate with any statutory authority in
the maintenance or management of such centres of activities promoted
by the charity in furtherance of the above objects.

Calon-y-cwm has a mission statement of:
Improving wellbeing, communities and the environment in the Garw
Valley.
The charity wishes to develop communities, facilities and services in the
Garw Valley for the betterment of residents.
The trustees have referred to the guidance contained in the Charity
Commission's general guidance on public benefit when reviewing the
charity's aims and objectives and in planning its future activities. In
particular, the trustees consider how planned activities will contribute to
the aims and objectives that have been set.
The charity is based and operates in the Garw Valley, one of three
valleys in Bridgend County Borough, and is deeply imbedded in the
community. The valley is a post-mining area and is an isolated area of
significant deprivation following the mass unemployment event at the
closure of pits.
In pursuance of the charitable objects the charity conducts community-
wide consultations in the valley. The result of these exercises shapes the
provision the charity aspires to provide. Public consultations have
ensured the charity continues its public benefit role in all its activities.
The trustees have regularly reviewed project proposals and continue to
engage widely. The year in review was marked by the global COVID
pandemic that was to prove a massive negative force for the community
and activities of the charity.
Both junior and senior youth club ceased indoor activities in line with
Welsh Government guidelines. Although, on a few occasions when
regulation s and weather permitted, senior youth club held sessions
outdoors.
The other established function of Calon y Cwm is the Community Centre
in Blaengarw.
The trustees have invested heavily in that location so that it could be
COVID-safe and fit for the future.

March 2012

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Additional details of objectives and activities (Optional information)

The charity does not make grants or investments and therefore does not hold policies on these activities.

The charity values the contribution of volunteers and is committed to making volunteering a value-added activity for both service users and volunteers.

You may choose to include further statements, where relevant, about:

policy on grantmaking;
policy programme related investment;
contribution made by volunteers.

The charity is committed to providing volunteering opportunities and has a programme of support.

Volunteering is seen by the trustees as a two-way activity. Volunteering benefits those recipients of the charity’s activities, principally young people. Volunteering provides an opportunity for volunteers to establish and hone new skills, receive training and a chance to gain qualifications, interact with trustees and learn new aspects of the charitable sector and acquire policy and business skills.

All trustees have, as well as their duties as trustees, provided volunteer time in the activities of the charity, such as football training, arts and crafts and physical training, charity management and an introduction to business skills.

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Summary of the main achievements of the charity during the year

The charity has built on its enviable reputation for good practice which has been evidenced in the support provided by grant-makers.

The charity brought £6075 forward from the previous period, of which £418 was restricted funds. From this ‘acorn’ the charity went on in this period to secure over £40,000 in funding in the year in question. Activities for the public were severely compromised by the pandemic and trustees concentrated on new avenues of benefit, refurbishing and making the community centre in the Upper Garw COVID-safe, planning for phased re-introduction of activities and planning and executing new ventures.

Junior Youth was closed and remained so throughout the year. Senior Youth Club operated within government guidelines and conducted outdoor sessions when regulation and weather permitted. It was clear that this was a well-liked activity and numbers could have vastly exceeded the permitted levels is allowed to do so – continued demand was established. Impressed with Junior Youth Club’s success, Bridgend Rural Development supported a pilot 12- to 17 year-old Senior Youth Club. This activity has impressed the South Wales Police, Bridgend County Youth Workers and local residents. Named “Clwb 165”, this provision has regular session attendance in the 30-to-50 range. The charity has a mission to serve all members of the community and was asked to take over management of a local Community Centre. This was agreed and has also been a great success. The Hall has been improved and funds used to update the attached kitchen so that hot meals can be provided. The Hall is available to a range of organisations. The Community Centre in Blaengarw is a large and versatile space with a kitchen and toilets attached. However, COVID again curtailed activity. The trustees continued to liaise with authorities and concentrated on ensure COVID-safety. As well as ensuring the hall itself complied with COVID guidelines, each activity was examined and none of the regular events could take place. However, permission was granted to hold a new activity in line with regulation and great benefit to residents - The charity started the first Food Pantry scheme in the Garw Valley. There are other projects under consideration that have not yet reached fruition. This is partially because a global COVID pandemic curtailed activity at the end of this financial period. The pandemic has had a devastating impact on this isolated community and the work of the charity. Junior Youth Club – hosted in a Sports Hall – had to close, leaving many young people without a safe place to go. Senior Youth Club engages with a proactive youth organisation that developed outdoor activities when weather permitted so that the needs of some of the older youths could continue. The Community Hall undertook stringent measures that exceed the COVID requirements and adapted to be able to continue to offer services. However, activity restriction meant all but the local Community Church ceased to make bookings. With devastated income streams and ongoing costs the charity, as with many other organisation, been severely challenged.

March 2012

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The previous period ended with cash funds of £10,173. This figure composed mainly of allocated reserves for particular development. Despite the COVID Impact and although more heavily committed in this period, the charity has funds of £6299 to carry forward – this is expanded upon in the next section.

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TAR March 2012

Section E Financial review

Brief statement of the charity’s policy on reserves Details of any funds materially in deficit Further financial review details Youmay chooseto include additional information, where relevant about: • the charity’s principal sources of funds (including any fundraising); • how expenditure has supported the key objectives of the charity; • investment policy and objectives including any ethical investment policy adopted.	Reserves policy and going concern The trustees aim to maintain a liquid balance of income equal to at least three months of annual expenditure. However, it is broadly recognised that as a new and small charity it is highly dependent on the receipt of grant funding for its activities. The charity operates separate grant accounts so that funds granted are specifically used for the furtherment of a particular theme or activity. The trustees are mindful that there is a duty to maintain a balance between maintaining an appropriate level of liquidity whilst ensuring that excessive funds are not accumulated. The adequacy of this policy is reviewed annually. The trustees have identified no significant short- or medium-term financial risks to the charity’s continued operations, and therefore the accounts have been prepared on the going concern basis.
	None
	(Optional information)
	During the period covered by this annual return, no trustee resigned and took up employment with the charity. The activities of the charity are principally funded by grants. This is especially true at the end of the year when income streams generated by activity were curtailed. The charity is deeply grateful to the organisations that have committed grants. Grants were received from: Co-operative Local Community Funds, a total of. £1,467. The Co-operative Society, and in particular the local Co-op Food store, continue to be valued supporters of the work of the charity Moondance Foundation, a total of £4,300 Moondance Foundation provided exemplary support to the charity when the community centre suddenly found itself with no income stream whatsoever. Their support ensured the centre was able to continue. BAVO BAVO provided two grants totalling £5,085 BAVO provided £4,085 to help establish a Food Pantry scheme in the Upper Garw area. This scheme provides needed low cost – high value essential food to any resident in the valley without need for referral. A further £1,000 was provided to thank the many individual schemes that sprung up to provide help and support to people throughout the county during the pandemic. Western Power Provided a needed £1,000 award during the pandemic

March 2012

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South Wales Police Youth Trust Provided superb support for Clwb 165. They awarded a grant of £10,000 to ensure the senior youth club could continue during, and after, the pandemic. The award was time-restricted so the trustees largely acquired equipment to ensure outdoor activities could continue well beyond the timeframe of the award.

Bridgend County Borough Council Distributed awards on behalf of Welsh Government In total the Charity was the recipient of £23,000

The trustees recognise the grants awarded have ensured all activities continue to year-end end beyond. Some grants were restricted and have been used in accordance with funder’s requirements and all grants have been used prudently to ensure sustainability.

The charity has invested substantial amounts in both senior youth and the community centre so that the maximum number of residents can be positively supported during the pandemic.

A total of £28,595 was carried forward at year-end and is allocated across activity funds so that further improvements in service and provision can be made.

The charity holds no contract with either government or local authority.

The charity received no funds from any source outside the UK.

During the financial period for this annual return, the charity did not operate outside England and Wales.

The trustees satisfied that the charity’s risk management policy and procedures adequately address the risks to the charity arising from its activities and/or where it operates.

The charity does not have any trading subsidiaries. During the financial period for this annual return, no trustee received remuneration or benefits; no trustee elected to claim for any expenses

The charity does not directly employ staff.

The charity has a policy of conducting Disclosure and Barring Service (DBS) check on all trustees, employees and volunteers.

During the financial period for this annual return, the charity has reviewed its financial controls and the trustees considered them adequate.

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Section F Other optional information Section G Declaration The trustees declare that they have approved the trustees, report above. Slgnod on behall of tha charlty'8 tru8ts88 Slgnalurnls) Full namo(s Posftlon (gg Sacratary. Chalr, etc} Iwi LE>NII oFTri usfEEC TAR 10 M8rch 2012

Charity Name Calon y cwm CIO

No (if any) 1178043

Receipts and payments accounts For the period Period start date To from 4/1/2020

Period start date Period end date To 4/1/2020 3/31/2021

Section A Receipts and payments

----- Start of picture text -----
Unrestricted Restricted Endowment
Total funds
funds funds funds
to the nearest
to the nearest £ to the nearest £ to the nearest £
£
A1 Receipts
Charitable grants 21,352 - 21,352
COVID business support grants 23,000 - 23,000
unrestricted income 274 - - 274
- - -
- - - -
- - - -
Brought forward 5,662 637 - 6,299
- - - -
Sub total (Gross income for AR) 5,936 44,989 - 50,925
A2 Asset and investment sales,
(see table).
- - - -
- - - -
Sub total [ - ] - - -
Total receipts 5,936 44,989 - 50,925
A3 Payments
Rent - - -
Salaries - 840 - 840
Insurance - 395 - 395
Marketing 75 - 75
Running costs 2,973 3,989 - 6,962
Equipment. Youth Club - 9,641 - 9,641
Equipment. Community Centre 146 4,271 - 4,417
Information Commissioner - - -
- - - -
Sub total 3,194 19,136 - 22,330
A4 Asset and investment
purchases, (see table)
- - - -
- - - -
Sub total - - - -
Total payments 3,194 19,136 - 22,330
Net of receipts/(payments) 2,742 25,853 - 28,595
A5 Transfers between funds - - - -
A6 Cash funds last year end - - - -
Cash funds this year end 2,742 25,853 - 28,595
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Section B Statement of assets and liabilities at the end of the period

			Unrestricted		Restricted
Categories	Details		funds		funds
B1 Cash funds	ubrestricted restricted savings acct	*Total cash funds*	to nearest £ 2,518 224 2,742		to nearest £ 25,853 - 25,853
	(agree balances with receipts and payments account(s))		OK	OK
			Unrestricted		Restricted
			funds		funds
B2 Other monetary assets	Details		to nearest £ - - - - - -		to nearest £ - - - - - -
B3 Investment assets	Details		Fund to which asset belongs	Cost (optional) - - - - -
B4 Assets retained for the	Details		Fund to which asset belongs	Cost (optional) -
charity’s own use					- - - - - - - -
			Fund to which		Amount due
B5 Liabilities	Details		liability relates		- - - - - (optional)
Signed by one or two trustees on behalf of all the trustees		Signature	Print	Name

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CC16a
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Last year

to the nearest £

----- Start of picture text -----
-
-
6,985
-
-
-
-
-
6,985
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6,985

2,828 2,146 180 1,326 2,194 852 1,294 40 - 10,860

10,860 - 3,875 - - - 3,875

Endowment funds to nearest £

OK

Endowment funds to nearest £

Current value (optional)

When due (optional)

Date of approval 8/21/2021

CHARITY COMMISSION FOR AND Independent examinerfs report on the accounts Sectioii A Iiidepeiideiit Exaiiiiiier s Report Report to the trustee81 mornr8 of Charty Narr¢ CALON Y CWM On accounts for the yoar ondod 31- MARCH 2021 Charity no (If any 1178043 Set out on pages Irèmeftw to indude the pag8 n)bets of oddilional sh&i$i I report to the trustees on my examination of the accourrts of the above Charty (Ihe Trust.) for the year ended DD I MM l Yffy. Re•ponslbilitios and ba818 of report As the charitys trustees, you are reswrtsible for the preparation ol the accounts in accordance with the wuirernerts of the Charrties Act 2011 (Ihe A) I report in respect of my examinatTron of the Trusys accounts carried out under section 145 of the 2011 Act and in GaIng out my examination, I have foll0vd all the applicabkq Directions given by the Charity Commission under section 145(5}{b) of the Act. Independent charity's gross income eXded £250,000 and l am qualnled to examinoffs 8tatemant undertake the examination by bèing a qualtfied member of linsert name of applicable listed b(xlyll. D818t81 l rfnd 8ppIKabl8. I have o)mWed my examination. I confirm that no material matters have come to my attention in nnectIOn with the examination (other than that disdosed below") which gives me cause to believe that in, any material respect the accounting records *re not keo in accordance with section 130 of the Charrties Act; or the accourts not accord with the accounting records", or the accounts did not comply wilh the applicable requirements conmIng the fomi and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any qUirement that the accounts give a Irue and fairf view which is not a matter considered as part of an independerrt examination. I have no conoms and have come across no other matter5 in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached. ' Please d818te the words in the brackets rfth8y do not apply. sned. Perl Date: 1110712021 Nama: DANIEL PERRIN Ralovant professional FCCA- FELLOW MEMBER OF ASSOCL4TION OF CHARTERED IER Oct 2018

quallficatlon(s) or body (If any): CERTIFIED ACCOUNTANTS Addross: 9 STANLEY PLACE CADOXTON NE4TH - SA10 8BE Sectioi) B Disclosiire Only complete rf the examiner needs to highlight material matters of concem (see CC32, Independent examination of charity acuunts.. diredions and guidance for examineTr). Glvo h•rn brlef dotalls of any itoms that the oxamlner wlshes to disGIos•. NONE IER Oct 2018