Trustees’ Annual Report for the period
From Period start date 01/09/2024 - 31/08/2025 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 preservaton of good health of people who are addicted to cocaine and/or other mind-altering substances in 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 addicton. Members gather in meetngs to share the 12 step process of recovery from addicton, and provide 1 to 1 support. There are no restrictons 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. Planning and hosting of CA’s Welsh Convention Volunteering for CAUK helpline. Running of 12 step recovery meetings in prisons, hospitals and recovery institutions. 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 | |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Each year all funds from Area Main Account above our prudent reserve are donated to CA world. Functions and Events Committee retains a seed fund for next Wales Area Convention. |
| Amount of reserves held | Para 1.22 | 0 |
| Reasons for holding zero reserves |
Para 1.22 | In keeping with tradition 7, any profits above our running costs are donated to CA World Services Offices. |
| 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 Para 1.47 any fundraising) Investment policy and objectives including any Para 1.46 social investment policy adopted A description of the principal Para 1.46 risks facing the charity 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)
| Additional information (optional) | Additional information (optional) | 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 positions 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 | ||||
| Charles Goddard | ||||
| 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 held in this capacity
Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects
Details of arrangements for safe custody and 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) D.Miles Full name(s) Daniel Miles
Position (eg Secretary, Area Chair Chair, etc)
Date
06/06/2026
CA Wales Area No (if any) Receipts and payments accounts CC16a For the period 9/1/2024 8/31/2025 To from
| Section A Receipts and payments | ||||
|---|---|---|---|---|
| A1 Receipts Donations 6,324 Functions & Events/UnityIncome 7,773 Literature 5,755 - - - - - 19,852 - - Sub total - Total receipts 19,852 A3 Payments Donation to CAWSO 1,000 Hotel and subsistence 1,827 Flights 1,413 Event food 780 Audio hire 1,935 Literature 5,684 Mileage 662 Venue hire 2,484 Internet and Zoom 595 Sub total 16,380 - - Sub total - Total payments 16,380 Net of receipts/(payments) 3,472 A5 Transfers between funds - A6 Cash funds last year end - Cash funds this year end 3,472 Unrestricted funds to the nearest £ 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 £ 6,324 7,773 5,755 - - - - - 19,852 - - - 19,852 1,000 1,827 1,413 780 1,935 5,684 662 2,484 595 16,380 - - - 16,380 3,472 - - 3,472 |
Last year to the nearest £ |
| - - - - - - - - - |
6,324 | - | ||
| 7,773 | - | |||
| 5,755 | - | |||
| - | - | |||
| - | - | |||
| - | - | |||
| - | - | |||
| - | - | |||
| 19,852 | - | |||
| - - - |
- | |||
| - | - | |||
| - | - | |||
| - | 19,852 | - | ||
| - - - - - - - - - |
1,000 | - | ||
| 1,827 | - | |||
| 1,413 | - | |||
| 780 | - | |||
| 1,935 | - | |||
| 5,684 | - | |||
| 662 | - | |||
| 2,484 | ||||
| 595 | - | |||
| 16,380 | - | |||
| - - - |
- | |||
| - | ||||
| - | - | |||
| - | 16,380 | - | ||
| - | - - - - |
3,472 | - | |
| - | - | - | ||
| - | - | - | ||
| - | 3,472 | - |
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 Service Details Details Details Details Total cash funds (agree balances with receipts and payments account(s)) |
to nearest £ 8,246 239 700 222 1,234 571 473 1,747 200 - 13,632 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 |
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| OK | ||||
| to nearest £ Endowment funds |
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| Current value (optional) |
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| When due (optional) |
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- Signed by one or two trustees on Date of behalf of all the trustees Signature Print Name approval D. Miles Daniel Miles 6/6/2026