2022-03-31-accounts - Cylch Meithrin Ysgol Yr Hendy

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

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 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 (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

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

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: -

To provide and assist in the provision of information, advice and offer other assistance to carers.
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)

To raise public awareness, principally in the County of Carmarthenshire.
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.
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.
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

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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

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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

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	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

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)

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

Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trustees1 mernbers of Camarthenshire Carers Forum On accounts for tho year ended 3110312022 Charlty no Ilf any) 1159710 Set out on pages 1 and 2 'Receipts and payments accounts. R¢¥pectlve The charivs tru51ees are responsible for the preparation of the accounts. responslbllltles of The tharity's trustees ¢(Sider that an audit is not required for this year trustegs and examlner under section 144 of the Charities Act 2011 (the Chanlies Acll and that an indop8ndent exarnination is needed. 11 is my responsibility lo.. examine the a¢UnIS under sethon 145 of the Charities Art. lo follow the prLxedures laid d¢)wn in the general Directions given by th8 Charity CMiSsion (under section 1451511bl of the Charities Act, and to slal8 whether paiticular matters have come to my attention. Bas1¥ of Ind•p¢nd•nt My examination vras Lrried out in accordancè with general Directions given axamlnef 8 8tat•mont by the Charlty Commission. An examination includes a review of the accounting recor(l$ kept by the charity and a comparison of the a¢u)unts presented with those records. 11 also indudes wnsider8tion of any unusu81 Items or di5dosures in the accounts, and seeking explanallons from the trustoes concerning any such matters. Tho prO&UTeS und8rt8ken do not provitle all the evidence Ihat would be required in an audit. and (nseqUent1Y rK Opinic is given as lo whelhor the accounts present a 'lrue and fairf wew and the report is Ilmiled to Ihoso matters sel out in thè stslement below. Independent In Connection th my examination, no matter has come to my attention examlnerfs statement lother than thal disdosed below.) l. which gfves me re8swlse cause lo belleve that In, any malerlal respèct, the requirements.. to keep accountirwJ records In a(xordance wth wtion 130 of the Charities Act. and lo prepare accounts which acu)rd wilh the acCounn9 records and comply with the ac(tMJnts'ng rnquirements ol the Charltles Act have not been mel: or 2. to which, in my 1n1. attention should be draw in cffder lo enable oper understanding crf the accounts lo be reac*ed. ' Please delet8 Ihe %MNds in Ihe brackets rflhey do not apply. Slgne D•t•: 1910112023 Name". Gwennan Th(Mnas Relevant professlonal qualificationlsl or body 111 anyl- FCCA IER March 2012

Address: TaxA5sisI Accountsnts 8 Slalion Road Llanelli, Cams. SA15 1AL Section B Disclosure Onty complet8 rf the examiner need5 to highlight material problems. IER March 2012