## **Trustees' Annual Report for the period**
|**Trustees' Annual Report for theperiod**|**Trustees' Annual Report for theperiod**|**Trustees' Annual Report for theperiod**|**Trustees' Annual Report for theperiod**|**Trustees' Annual Report for theperiod**|**Trustees' Annual Report for theperiod**|**Trustees' Annual Report for theperiod**|**Trustees' Annual Report for theperiod**|
|---|---|---|---|---|---|---|---|
|**From**|Period start date|||**To**|Period end date|||
||Day
01|Month
01|Year
2020||Day
31|Month
12|Year
2020|
## Section A Reference and administration details
**Charity name Concern Cymru**
## **Other names charity is known by**
**Registered charity number (if any)** 1182469
**Charity's principal address** Regal House Gelligaer Lane, Cathays Cardiff **Postcode CF14 3JS**
## **Names of the charity trustees who manage the charity**
|1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of person (or body) entitled**
**to appoint trustee(if any)**|
|---|---|---|---|---|
||Mr Stuart Gerrish|Chair|||
||Mr Michael Rees|Treasurer|||
||Mrs Sheila Stephen||||
||Mr Phillip Nicholas||||
||Mrs Anna Hartt||||
||Mr Peter Knight||||
||||||
|||||Appointed by invite of trustees|
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
**Names of the trustees for the charity, if any, (for example, any custodian trustees)**
|**Name**|**Dates acted if not for whole year**|
|---|---|
|None||
**March 2012**
**TAR**
1
**Names and addresses of advisers (Optional information)**
|**Type of adviser**|**Name**|**Address**|
|---|---|---|
|**Bankers**|CAF Bank Ltd|25 Kings Hill Avenue, Kings Hill, West Malling, Kent
ME19 4JQ|
|**Independent Examiner**|Mrs Sylvia I. Whitehead|46 Bryn Terrace, Aberdare, CF44 8RA|
||||
## **Name of chief executive or names of senior staff members (Optional information)**
Director: Mr Russell Walters
## **Section B Structure, governance and management**
## **Description of the charity’s trusts**
Type of governing document
- (eg. trust deed, constitution)
How the charity is constituted
Constitution registered by Charity Commission for England and Wales, March 14[th] 2019
Charitable Incorporated Organisation
- (eg. trust, association, company)
Trustee selection methods
Appointed by trustees
- (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.
The charity is managed by a board of trustees who set the overall strategy for the operation and development of the organisation. In this they are assisted by a management committee consisting of the director, treasurer and four senior counsellors. This committee, through the director, also oversees the day to day operation of the service.
All trustees and counsellors working with the charity hold current DBS checks.
Concern Cymru is affiliated to the Association of Christian Counsellors (ACC) and operates under the code of ethics of that organisation.
A system of policies and codes of practice is in place that together with the code of ethics mentioned above, are designed to manage the inherent risks involved in counselling. These are reinforced by the high standards of initial and ongoing training required to be undertaken by counsellors, and by continuous supervision. The charities possible financial exposure to professional or public liability is covered adequately by insurance.
**March 2012**
**TAR**
2
## **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 Concern Cymru are:
the advancement of health for the public benefit by providing counselling
to people with mental and emotional needs, together with
the advancement of education for the public benefit by providing
accredited training and professional development for counsellors.|
|---|---|
||In considering the operation and activities of Concern Cymru, the Trustees give
due regard to the Charity Commissions guidance on public benefit.
Counselling is a well proven and approved technique for addressing a wide
variety of mental, emotional and spiritual needs. Talking therapy is approved and
provided by the National Health Service with the anticipation that patient's
symptoms will be alleviated by counselling.
Concern Cymru provides public benefit by mobilising the time and expertise of
Christian volunteer counsellors in South Wales to provide a service to
supplement the state talking therapy provision which is increasingly overloaded
and unable to meet demand. It’s main activity is to provide free counselling to
any person in need of such a service. A wide range of problems can be addressed
and a number of counselling models are used, depending on the nature of the
presenting case. Counselling is primarily carried out face to face by our
voluntary, trained counsellors at our counselling rooms at Cathays, Cardiff and at
a number of other centres in the South Wales area.
In order to make our services known as widely as possible, we maintain contacts
with local GP Health Centres, social services, local community health
organisations and support services, so that these organisations can refer people
who may benefit from our services to us. Our services are also advertised
through local media and our web site..
It also aims to provide public benefit by increasing the number of qualified
counsellors available in the community. This is achieved by organising and
running accredited training courses in counselling skills, together with specialised
in house courses for counsellors to promote continuous professional
development. These courses and seminars are open to anyone with counselling
interests and not only those who work with Concern Cymru.
We also provide the opportunity for students studying for counselling degrees or
diplomas at local universities and colleges, to work with us. This enables them to
build up the necessary number of practice hours required for their courses.
Restrictions imposed by the Covid ‐19 pandemic severely affected our ability to
carry out many of our normal activities in our usual manner, primarily because of
restrictions placed on face to face meeting. To maintain a service required our
operation to be delivered totally on‐line. Pre‐pandemic, none of our services
were delivered on‐line so the service had to adapt to a major change in its
operation in a very short time.
A library of counselling and other relevant books and resources is maintained to
provide information and encourage counsellors to develop their skills.|
**March 2012**
**TAR**
3
**Additional details of objectives and activities (Optional information)**
v
You **may choose** to include further statements, where relevant, about:
- policy on grantmaking;
Concern Cymru is grateful to the volunteers, who give their time freely to counsel our clients and also to study and improve their counselling skills. Without them Concern Cymru would not be able to function in its present format where no compulsory charge is made to clients for counselling.
- policy programme related investment;
- contribution made by volunteers.
## **Section D Achievements and performance**
2020 was a year which confronted Concern Cymru with some very difficult challenges. Concern Cymru, which was formed as a CIO to succeed the unincorporated charity, Cardiff Concern, had started its public operations in September 2019. At the start of 2020 it was increasing the number of clients it was seeing as the transition from the original charity was progressing. However, by March of 2020 the Covid‐19 pandemic and subsequent lockdowns all face to face counselling was forced to stop due to government restrictions. Concern Cymru operated almost entirely on a face to face client/counsellor basis and initially all counselling had to stop. Our only options to continue counselling were to use telephone or online video counselling. Unfortunately these methods require some different skill sets from face to face counselling, and only a few of our counsellors were trained in, or had any experience of, these methods. Fortunately, we were able to set up a short online training course for all our voluntary counsellors who were prepared to carry out online counselling. This equipped them with the necessary skills to adapt to an online counselling environment. Clients who were in the process of being counselled when the lockdown started, were offered the chance to continue their sessions online. This offer **Summary of the main** was taken up by some 50% of clients. The remainder ended their counselling **achievements of the charity** for various reasons, mainly because either they felt they could not get **during the year** sufficient privacy in their home setting to talk freely to the counsellor or did not have suitable technology at home to partake in online sessions easily. At the start of lockdown, we also had a waiting list of just over 200 people who had requested counselling. These were all contacted and informed that their counselling, when available, would likely be on line and likely to be delayed. Over a hundred prospective clients asked to be removed from our lists, and we were left with a waiting list of 90 people. We were able to maintain a limited online service within a few days of the initial lockdown, using our counselling volunteers who were adequately trained in online counselling, but by June we had trained sufficient counsellors to provide a service at approximately 80% of our normal operating capacity. The contract we have with a local high school to counsel students deemed to be in need of such intervention, was also restarted on line in the September term. We are particularly grateful to our volunteers for the extra effort they have all put in to getting the service up and running again in exceptionally difficult circumstances.
**March 2012**
**TAR**
4
**Section D (cont’d) Achievements and performance**
Apart from the emergency training arranged to equip our counsellors with online skills, a series of courses in Basic Counselling Skills were started in the year. This series is designed to train those interested in counselling, but with no formal qualifications, at NVQ levels 1,2 and 3 in basic counselling skills. On successful completion of the series, trainees will be qualified to join services such as Concern Cymru as trainee counsellors and start to make an active contribution to the counselling profession. Particularly in this year when our staff and volunteers have been called on to make exceptional efforts to maintain Concern Cymru’s service to the community, we are extremely thankful for the continued prayer and financial support of local churches, clients, friends and private charitable trusts. which has enabled us to maintain the free service we offer. We are particularly grateful for the generous support of the National Lottery Community Fund which will enable us to carry out more training and provide additional resources for on‐line operation in the coming year.,
## **Section E Financial review**
|**Section E Financial review**|**Section E Financial review**|
|---|---|
|||
|**Brief statement of the**
**charity’s policy on reserves**|Concern Cymru aims to maintain reserves to cover a minimum of six months’
operation. This would allow the charity to arrange for an orderly closure should
funding cease, ensuring that any client undergoing counselling at the
announcement of closure would have every chance of their case being brought
to a conclusion whilst the charity was still able to operate.|
|**Details of any funds materially**
**in deficit**|There are no funds in deficit|
|**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);**|Much of 2020 was financially difficult because many of our income
streams disappeared, particularly from clients. However, the ability to
use the Government’s Job Retention Scheme particularly through the
Scheme’s flexible period, enabled us to maintain our 2 paid employees
on full salaries for the year. This was again was made possible by an
increased input from our Trustees and the volunteer management team
thus allowing our paid employees to be furloughed for a large part of the
year.|
**March 2012**
**TAR**
5
||**how expenditure has**|Total receipts for the year were £69,948 and payments were £35,962.|
|---|---|---|
||**supported the key**|£12,841 off this income came from the transfer of part of the funds of the|
||**objectives of the**|original charity, Cardiff Concern, to Concern Cymru as was agreed within|
||**charity;**|the application to the Charity Commission for the formation of the Charity.|
||**• investment policy**
**and objectives**
**including any ethical**
**investment policy**
**adopted**.|We also received unrestricted donations from several charitable trusts.
These were £13,000 from the Ardbarron Trust Ltd, £5,000 from the
Cardiff YMCA (1910) Trust and £2,550 from the James Williams Trust. At
the end of the year, we were also fortunate to obtain a Community Fund
Grant of £10,000 from the National Lottery to assist with training and
provide additional computing equipment and services to enable the|
|||charity to operate a more effective online service in addition to its normal|
|||face to face service. The bulk of these grants came at the end of the|
|||year, enabling us to face 2021 with much greater confidence.|
|||The total reserves held by Concern Cymru at the end of the year were|
|||£47,966. £35,886 of these reserves were held in the general fund which|
|||were sufficient to meet the requirements of the reserve policy above.|
## **Further financial review details (Optional information) cont’d**
Most of the charities expenditure is used to rent and operate suitable premises to provide counselling rooms and office accommodation, and to provide a part time salary to a director and administrator to oversee the day to day operation of the service.
Expenditure is also made to publicise the service to ensure our services are known as widely as possible to the public, and to provide insurance cover to protect our counsellors and the service against professional liabilities which may arise. No counsellor is paid for counselling services given to Concern Cymru, although occasionally travelling expenses are paid when counsellors have to travel long distances to our counselling centres. It is also sometimes necessary to hire in professional counsellors to meet particular needs. It is usually necessary to pay fees for this, but most counsellors we use offer considerably reduced fees for their services.
## **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)** Michael Bernard Rees John Stuart Gerrish **Position (eg Secretary, Chair,** Chair **etc)**[Treasurer ] **Date** 10th September 2021
**March 2012**
**TAR**
6
## **Concern Cymru**
Registered Charity Number 1182469
## **Receipts & Payment Account and Statement of Assets & Liabilities under Part 8 of the Charities Act 2011 for the period of 12 months ending December 31st 2020**
|**Receipts:**
_(a) Voluntary Sources_
Client donations
Church gifts
Other donations
_(b) Income from Assets_
Bank interest
_(c) Income from Counselling in Schools_
St Teilo's High School
_(d) Miscellaneous Receipts_
Fund Raising
Room Hire
Prepayment for Training Fees
Sundry income
**Total Receipts**
**Payments:**
_(a) Direct Charitable Expenditure_
Salaries, Staff expenses
Schools' counselling counsellor fees
Operation of counselling premises
Support of counselling service
Administration
Training and information
Fund raising costs
Publicity
**Total Payments**
Surplus/(deficit) for the year before transfers
Transfers (Surplus training fees returned to general
**Surplus/(deficit) for the year after transfers**
Balance brought forward
**Balance carried forward**
Income tax recovered from Gift Aided
Donations
Income from Government Grants - Job
Retention Scheme|Note
2
3
4
5
6
7|2019
**General**
**Fund**
**Designated**
**Funds**
**Restricted**
**Funds**
**Total**
Total
Training
Courses
Grants
£
£
£
£
£
250
-
-
**250**
-
1,747
-
-
**1,747**
-
37,439
-
12,159
**49,599**
27,655
439
-
-
**439**
-
1
-
-
**1**
1
5,900
-
-
**5,900**
1,600
88
-
-
**88**
-
180
-
-
**180**
500
950
-
**950**
-
-
-
-
**-**
-
10,794
-
-
**10,794**
-
56,838
950
12,159
**69,948**
29,756
**2020**|
|---|---|---|
||8
9
10
11
12
13
14|21,535
-
170
**21,704**
10,271
5,070
-
-
**5,070**
2,880
6,575
-
60
**6,635**
1,733
672
-
-
**672**
580
116
-
-
**116**
222
-
300
500
**800**
-
-
-
-
**-**
-
965
-
-
**965**
90
34,933
300
730
**35,962**
15,776|
||fund)|21,906
650
11,430
**33,986**
13,980
**-**
-
21,906
650
11,430
**33,986**
13,980|
|||13,980
-
-
**13,980**
-
**35,886**
**650**
**11,430**
**47,966**
13,980|
||||
|**STATEMENT OF ASSETS AND LIABILITIES AT 31 DECEMBER 2020**
**ASSETS:**
Bank and cash balances:
Debtors
Furniture and fittings (insured value)
**LIABILITIES:**
Creditors||Note
**2020**
2019
**£**
£
15
**47,966**
13,980
16
**1,388**
1,600
**12,500**
12,500
17
**4,133**
2,400|
## **Purpose of Funds:**
a) Designated funds hold monies received and spent in connection with counselling training courses provided by Concern Cymru. Surplus monies remaining after the completion of each course are transferred back to the general fund.
b) Restricted funds hold the income and expenditure associated with grants made to Concern Cymru for specific purposes.
_Concern Cymru - Accounts 2020 Page 1 of 3_
## **NOTES TO THE ACCOUNTS:**
## **1. Basis of accounts:**
These accounts have been prepared on a 'receipts and payments' basis in accord with the Statement of Recommended Accounting Practice: Accounting and Reporting by Charities (SORP 2005), UK Accounting Standards and the Charities Act 2011
## _**Receipts:**_
|**_Receipts:_**|**_Receipts:_**|||
|---|---|---|---|
|**2. Donations and other income:**
Transferred from Cardiff Concern
Friends
Gift Aided
Other
Counsellors
Gift Aided
Other
In Memorium gifts
Grants (restricted)
Ffynon Oer
Windfarm
Benefit
200
People's
Health Trust
859
1,100
10,000
Charitable trusts
Arrbarron
Trust
13,000
Cardiff City
Mission
Cardiff YMCA
(1910)Trust
5,000
James
Williams Trust
2,550
**3. Income tax recovered:**
From Gift Aid donations
Small Donation scheme
**4. Bank interest:**
CAF Gold Account
HMRC interest
**5. Fund Raising:**
Collection Boxes
**6. Training Fees**
Level 1/2 course fees
Level 3 course fees
**7. Sundry income**
Private use of photocopier
Llynfi Afan Renewable
Energy Park Community
Fund
National Lottery Community
Fund||_General_
_Designated_
_Restricted_
_Total_
12,841
**12,841**
320
-
-
**320**
2,559
-
-
**2,559**
150
-
-
**150**
20
-
-
**20**
1,000
-
-
**1,000**
**-**
12,159
**12,159**
20,550
-
-
**20,550**
_2020_|_2019_
_Total_
15,000
-
55
-
50
-
-|
||13,000
5,000
2,550||-
12,550|
|||||
|||37,439
-
12,159
**49,599**|27,655|
|||368
-
-
**368**
72
-
-
**72**|-
-|
|||439
-
-
**439**|-|
|||1
-
-
**1**
-
-
-
**-**|1
-|
|||1
-
-
**1**|1|
|||88
-
-
**88**|-|
|||88
-
-
**88**|-|
|||-
950
-
**950**
-
-
-
**-**|-
-|
|||-
950
-
**950**|-|
|||-
-
-
**-**|-|
|||-
-
-
**-**|-|
|||||
|**_Payments:_**
**8. Salaries and staff expenses:**
Director Salary
Director expenses
Director Pension/N.I.
Administrator Salary/Fees
Counsellor fees /expenses
**9. Operation of counselling premises:**
Rent/Rates
Energy
Supplies,equipment and safety
Repairs/Refurbishment
Building and contents insurance||_General_
_Designated_
_Restricted_
**_Total_**
14,402
-
-
**14,402**
-
-
-
**-**
246
-
-
**246**
6,887
-
-
**6,887**
-
-
170
**170**
_2020_|_2019_
_Total_
5,715
473
95
3,989
-|
|||21,535
-
170
**21,704**|10,271|
|||3,712
-
-
**3,712**
705
-
-
**705**
1,385
-
60
**1,445**
305
-
-
**305**
468
-
-
**468**|1,733
-
-
-
-|
|||6,575
-
60
**6,635**|1,733|
_Concern Cymru - Accounts 2020 Page 2 of 3_
## **NOTES TO THE ACCOUNTS (cont'd)**
## _**Payments: (cont'd)**_
|
**10. Support of counselling service:**
Liability and accident insurance
Association fees and subscriptions
DBS Checks
Counselling Telephone
Books and resources
**11. Administration:**
Bank Charges
Internet
Postage, stationery
Photocopying
**12. Training and information:**
External courses/conference fees, expenses
Course teaching and accreditation fees:
Level 3
Level 1/2
College Partnership Fees
Other training resources
**13. Fund Raising costs**
Promotional pens
**14. Publicity:**
Media advertising
Counselling service publicity printing/postage|_2019_
_General_
_Designated_
_Restricted_
**_Total_**
_Total_
293
-
-
**293**
278
269
-
-
**269**
253
12
-
-
**12**
49
98
-
-
**98**
-
-
-
-
**-**
-
_2020_|
|---|---|
||672
-
-
**672**
580|
||66
-
-
**66**
25
50
-
-
**50**
-
-
-
-
**-**
77
-
-
-
**-**
119|
||116
-
-
**116**
222|
||-
-
-
**-**
-
-
-
-
**-**
-
-
-
500
**500**
-
300
**300**
-
-
-
**-**
-|
||-
300
500
**800**
-|
||-
-
-
**-**
-|
||-
-
-
**-**
-|
||-
-
-
**-**
-
965
-
-
**965**
90|
||965
-
-
965
90|
|||
|**_Assets and liabilities:_**
**15. Bank and cash balances:**
CAF Cash Account
CAF Gold Account
Cash in hand
**16. Debtors**
Payments due for schools contract
Unclaimed tax on gift aid donations
**17. Creditors**
Training courses - tutor and accreditation fees
**_Accounts prepared by_**
Office service charge to 31st Dec 2020 (estimate -
not invoiced at year end)
Office rent (due 25th December - not invoiced by
year end)|_2019_
_General_
_Designated_
_Restricted_
**_Total_**
_Total_
34,884
650
11,430
**46,964**
12,979
1,002
-
-
**1,002**
1,001
-
-
-
**-**
-
_2020_|
||35,886
650
11,430
**47,966**
13,980|
||1,333
-
-
**1,333**
1,600
55
-
-
**55**
-|
||1,388
-
-
**1,388**
1,600|
||-
-
-
**-**
-
2,400
-
-
**2,400**
2,400
1,733
-
-
**1,733**|
||4,133
-
-
**4,133**
2,400|
||**_Michael B. Rees (Treasurer), January 2021_**|
**The accounts and statement of assets and liabilities set out on pages 1 to 3 relating to the year ending 31st December 2020 are as approved by the trustees.**
**Signed:**
_**Stuart Gerrish (Chair)**_
**Date:** 08 March 2021
_Concern Cymru - Accounts 2020 Page 3 of 3_
CHARITY COMMISSION
FOR ENGLAND AND WALES
Independent examinerfs
report on the accounts
Section A
Independent Examiner's Report
R•port to th• tru•to081
members of
cO8M Cymrn
On accounts for the year
•nd•d
3111 December 2020
Ch•rfty no
lif any)
1182469
S•t out on pag•S
1 to3
I report to the twslees on my examination of the accounts of the above
chartty {Ihe Trust-) for the year erKled 3111212020
Responslbllltles and As the tharity trustees of the Trust. you are responsible for the preparation
basls of r•port of the accounts in accordance with the requirements of the Charities Ad
2011 (Ihe Act.).
I rewrt in respect of my examination of the Tnjst's accounts carried out
under section 145 of 2011 Act arKI in carrying out my examination. I
have followed the appli¢alJe DirectK•ns gIn by the Charty Commission
urKJer Section 145{5)(b) of the Act.
I have COMOted my examination. I confim) that no material matters have
coma to my attention {
'} in connection with
the examinalion l¢ti gNe8 me cau8e to beli• that in, any material
Ind•p•nd•nt
examln•rf8 ststsment
accountiry rocord8 kem in accwdance with Section 130 of
the Aci or
the accounts do aCcd wth the accounting records
I have no concems and have come acros8 no other matters in connection
with the examination to ¥*thich attention should be drawn in order to enabb a
proper understanding ol the accounts to be reached.
' Ple8se delete the words in the brackets il they (b not appty.
Slgn•d:
Dato:
N•m•:
Sylvia l. *Ilehead
R•l•vant prof•sslonal
qu•lifi¢atlonls> or body
(If •ny):
Addr•M:
46 Bryn Terrace
Aberdare
CF44 8RA
IER
October 2018
Section B
Disclosure
Only complete rf the examiner needs to hohlight matters of cOnM {see CC32,
Independent examination of charity aCcnts. directions and guidance for
examiners).
Glve here brièf detalls of
any items that tho
examiner wishes to
disclose.
IER
October 2018