Trustees’ Annual Report for the period
From 08/08/22 Period start date To 31/08/23 Period end date
Charity name: CA Wales Area
Charity registration number: 1199997
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | THE RELIEF OF SICKNESS AND THE PRESERVATION OF GOOD HEALTH OF PEOPLE WHO ARE ADDICTED TO COCAINE AND/OR OTHER MIND- ALTERING SUBSTANCESIN WALES |
| 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. |
Para 1.17 and 1.19 |
A fellowship of men and women that share their experience, strength and hope to help each other recover from drug addiction. Members gather in meetings to share the 12 step process of recovery from addiction, and provide 1 to 1 support. There are no restrictions on membership other than a person having a desire to stop using Cocaine and all other mind altering substances. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 |
Additional information (optional)
You may choose to include further statements where relevant about:
SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by
volunteers Other
Achievements and Performance
| SORP reference | ||
|---|---|---|
| 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. |
Para 1.20 | Consistently supported the running of 12 step recovery meetings across Wales. Running of campaigns such as cashpoint advertisements, billboards and postering across the country. Hosting of Cocaine Anonymous 2023 European Convention. Volunteering for CAUK helpline. Reinstatement of 12 step recovery meetings in prisons across the country following COVID. Supported the ongoing sobriety of hundreds of recovering addicts, providing structure and guidance on the principles and traditions of the 12 step fellowship. |
Additional information (optional)
You may choose to include further statements where relevant about:
Achievements against objectives set |
Para 1.41 |
|
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | |
| Investment performance against objectives |
Para 1.41 | |
| Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | £18,468.35 |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | April each year all funds from Area Main Account above our prudent reserve are donated to CA world. Funds kept in sub accounts are the responsibility of the various committees to manage as trusted servants. £4,389.68 in FEC account is to be forwarded to the next Area to host the European Convention. Seed money of £4,000 held in Area main account for the purpose of the next Welsh Convention. |
| Amount of reserves held | Para 1.22 | |
| Reasons for holding zero reserves |
Para 1.22 | |
| Details of fund materially in deficit |
Para 1.24 | |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 |
Additional information (optional)
You may choose to include further statements where relevant about:
The charity’s principal sources of funds (including any fundraising) |
Para 1.47 |
|
|---|---|---|
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | |
| A description of the principal risks facing the charity |
Para 1.46 | |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Cocaine Anonymous Area Service Manual |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | |
| 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 |
Para 1.25 | Committee voted that trustees should be the World Delegate (representative at world conference), Treasurer and Area Committee Chair |
| Additional information (optional) You may choose to include further statements where relevant about: |
||
| Policies and procedures adopted for the induction and training of trustees |
Para 1.51 | Sobriety requirements for putting self forward for potions Voted in through Area Service Committee based on experience in previous positions and suitability to role |
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | CA Wales Area’s actions are informed by the votes of committee members which include a “Group Service Representative” from each meeting across Wales who carry the conscience of their home groups. CA Wales Area follow guidelines set by CA World Service Committee. |
| Relationship with any related parties |
Para 1.51 | We have no affiliation with outside organisations. CA’s 12 steps are reproduced with permission from Alcoholics Anonymous. |
| Other |
Reference and Administrative details
| Charity name | CA Wales Area |
|---|---|
| Other name the charity uses | |
| Registered charity number | 1199997 |
| Charity’s principal address | 6 Fitzhamon Close, Cowbridge, CF71 7GG |
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) |
|---|---|---|---|---|
| Julian Hopkins | ||||
| Rhian Gritten | ||||
| Daniel Miles | ||||
– Corporate trustees names of the directors at the date the report was approved Director name
Name of trustees holding title to property belonging to the charity
Trustee name Dates acted if not for whole year
Funds held as custodian trustees on behalf of others
Description of the assets £4,389.68 in FEC account is to be forwarded to the next held in this capacity Area to host the European Convention. Name and objects of the This will be another CA Area within the European region charity on whose behalf the who follow the same structure and principles as CA Wales assets are held and how this falls within the custodian charity’s objects Details of arrangements for Money held in separate sub account with transparency for safe custody and it’s purpose. segregation of such assets from the charity’s own assets
Additional information (optional)
Names and addresses of advisers (Optional information)
Type of Name Address adviser
Name of chief executive or names of senior staff members (Optional information)
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Other optional information
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)
Position (eg Secretary, Chair, etc)
Date
CA Wales Area No (if any) Receipts and payments accounts CC16a 8/8/2022 8/31/2023 To
For the period from
Section A Receipts and payments
| Section A Receipts and payments | ||||
|---|---|---|---|---|
| A1 Receipts Seed Fund & Donations 9,250 35,524 Fundraisers 9,971 - - - - - 54,746 - - Sub total - Total receipts 54,746 A3 Payments Hotels 25,644 Decorations and Merchandise 1,994 Registrations 785 Entertainments 955 Programming 75 Audio Visual 5,819 Refunds 1,319 - - Sub total 36,591 - - Sub total - Total payments 36,591 Net of receipts/(payments) 18,154 A5 Transfers between funds - A6 Cash funds last year end - Cash funds this year end 18,154 Unrestricted funds to the nearest £ Registrations/Banquets and Convention Income Sub total(Gross income for AR) A2 Asset and investment sales, (see table). A4 Asset and investment purchases, (see table) |
to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - Restricted funds |
to the nearest £ Endowment funds |
Total funds to the nearest £ 9,250 35,524 9,971 - - - - - 54,746 - - - 54,746 25,644 1,994 785 955 75 5,819 1,319 - - 36,591 - - - 36,591 18,154 - - 18,154 |
Last year to the nearest £ |
| - - - - - - - - - |
9,250 | - | ||
| 35,524 | - | |||
| 9,971 | - | |||
| - | - | |||
| - | - | |||
| - | - | |||
| - | - | |||
| - | - | |||
| 54,746 | - | |||
| - - - |
- | |||
| - | - | |||
| - | - | |||
| - | 54,746 | - | ||
| - - - - - - - - - - |
25,644 | - | ||
| 1,994 | - | |||
| 785 | - | |||
| 955 | - | |||
| 75 | - | |||
| 5,819 | - | |||
| 1,319 | - | |||
| - | - | |||
| - | - | |||
| 36,591 | - | |||
| - - - |
- | |||
| - | ||||
| - | - | |||
| - | 36,591 | - | ||
| - | - - - - |
18,154 | - | |
| - | - | - | ||
| - | - | - | ||
| - | 18,154 | - |
Section B Statement of assets and liabilities at the end of the period
| Categories B1 Cash funds B2 Other monetary assets B3 Investment assets B5 Liabilities B4 Assets retained for the charity’s own use |
Details Barclays Wales Area Barclays Public Information Barclays Unity Barclays Hospitals & Institutions Barclays Literature Barclays White Tin Barclays Delegate Barclays FEC Details Details Details Details Total cash funds (agree balances with receipts and payments account(s)) |
to nearest £ 6,614 2,202 483 789 470 320 3,149 4,390 - - 18,417 Agreement Error to nearest £ - - - - - - Unrestricted funds Unrestricted funds Fund to which asset belongs Fund to which asset belongs Fund to which liability relates |
to nearest £ - - - - OK to nearest £ - - - - - - Cost (optional) - - - - - Cost (optional) - - - - - - - - - - - - - Restricted funds Restricted funds Amount due (optional) |
to nearest £ Endowment funds |
|---|---|---|---|---|
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| OK | ||||
| to nearest £ Endowment funds |
||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| Current value (optional) |
||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| Current value (optional) |
||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| When due (optional) |
||||
| - | ||||
| - | ||||
| - | ||||
| - |
- Signed by one or two trustees on Date of behalf of all the trustees Signature Print Name approval
CA Wales Area
| 31 August 2023 | 31 August 2023 | ||
|---|---|---|---|
| Charity no.: | 1199997 | Company no.: |
I report to the charity trustees on my examination of the accounts of the above charity for the year ended 31 August 2023
As the charity’s trustees of the Charity, you are responsible for the preparation of
the accounts in accordance with the requirements of the Charity Act 2011 (“the 2011 Act”).
I report in respect of my examination of your charity’s accounts as carried out under section 145 of the Charities Act 2011 (“the 2011 Act”). In carrying out my examination, I have followed the Directions given by the Charity Commission (under section 145(5)(b) of the 2011 Act.
-
I have completed my examination. I confirm that no material matters have come to my attention (other than that disclosed below *) in connection with the examination which gives me cause to believe that:
-
Accounting records were not kept in accordance with section 130 of the Act or
-
The accounts do not accord with the accounting records
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached.
----- Start of picture text -----
18 December 2023
----- End of picture text -----