## **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**| |---|---|---|---|---| |||||**-**| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||**-**| |||||**-**| |||||**-**| |||||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 D. Miles Daniel Miles 6/6/2026