**We are pleased to enclose your annual accounts.** 



REGISTERED COMPANY NUMBER.. 03143673 (England and Wales)
REGISTERED CHLRJTY NUMBER: 1053295
Wakefield and District Carers
Association
Report of the Trustees and
Financial Statements
Year Ended 31 March 2021
SMH Jolliffe Cork Ltd
Chartered A¢¢ountants
33 George Street
Wakefield
West Yorkshire
WFI ILX

Wakefield and Distriet Carers
Association
Contents of the Financial Statements
for the Year Ended 31 March 2021
Page
Report of the Trustees
Independettt Exajniner's Report
Statement of FiD2ncial AeÉiTrdties
Balanc¢ Sheet
Cash Flow Statement
Notes to the Cash Flow Statement
io
Notes to the Financial Statements
Detailed Statement of FiDxneial Aetlvities
24

Wakefield and District Carers
Associatio
Report of the Trustees
for the Year Ended .11 March 2021
The ttustees who are also directors of the charity for the purposes of the Ctsrnpanies Act 2006, present their report witb
the f￿ancial Sta￿ments of the charity for the year ended 3 l March 2021. The tTUStees have adopted the provisions of
Accounting and Reporting by Charitie5.' State￿ent of Recommended Practice applicable to charities preparing their
accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102}
(effective l January 20191.
OBJECTIVES AND ACTIVITIES
Objectives aims
Wak¢fJeld and District Carers Association is governed by its Memorandum and Articles of Association which define
the objects as..
- to improve the conditions of life arnongst Carers resident in the Wakefield Metropolitan Distri¢t w that the charitable
needs of the Carers are thus ￿lieVed and in particular amongst Carers who care or have Gated for partners, relatives.
Children, friend8 or neighbouts who are dependent upon thern because of disability arising frorn age. long-terni illness,
mental or physical disablement.
In order to achieve these objects. the Association works to..
en¢L¥urage Carer8 to recognise themselves as Carers in ¢ircurnstances where they look after a partner, Ghild. relative,
friend or n¢ighbour wbo is dependent on them because of th¢ effects of old age, il]ness or disability.
- encourage Carers tts recognise their own needs,.
- improve the conditions of life amongst Carers.
provide information, support, advice, advocacy and practical help to all Carers irrespective of age. gender, ethnic
origin or geographical locatioll within tbe district.
- bring the needs of Carers to the attention of polÉcy ts￿kers and service planners.
SigDifieallt activitie5
The ptincipal activity of the company throughout ihe year was to help Carer8 in Wakefitld and District to achieve tbeir
task of ￿ting in the domesti¢ setting by providing them with support. infomation ond advice.
Pub]ie belltfIt
In setting out the objectives of the charity and plannillg the charity's activities, the ttustees have given careful
consideration to the Charity Commi85iOD'S public benefit guidance.

Wakefield and District Carers
Association
Report of the Trustees
for the Year Ended 31 March 2021
ACHLEVEMEI NT AP4D PERFORMIINCE
Charitable aCtI￿tieS
The health and social care system has been placed under enorn)ous pressure throughout tbe last year due to the
Covid-19 pandetnic. It truly has been the bigge8t challenge it has ever faced. Tlie aduli social care system could not
survive without the contributjon of unpaid carers who provide vital support for thousands of people every day. Carer5
Wakefield & District have adapted to a new way of WO￿ltig this year in light of the pandemic to ensuie we Continue
supporting carers. We have had to redllce our operations at our main office and hubs as well as not being able io meet
with carers in the cO￿llU￿1ty. 5ncluding home vi81t8. On a positive note, we have continued to remain open throughout
the whole of the pandemic by tnoving to remote forms of 8UPPOrt. to carry out welfare Ch￿kS and keep in tt)uch with
our carers via telephone and otber online platforms.
On top of this we are really pleased to announce we have secured a 3-6-year contract with the Local Authority by way
of a successful tender process.
During the year we have:
- had a totsl of 18,814 enquiries frotn carers.
1,297 new carers identified.
14 outreach session8 were attended to support carers and rdise awareness of our services, this resulted
450 contacts with both carers and professionals.
in a further
- A total of 458 home visits were ￿ade to support 474 carers.
45 carers visited ¢arers support workers at our otTice8.
- Staff made over 20,551 telephone calls, 13,213 of tbose were made to carers.
stsff sent over 10,503 letterslemails to carers and professionals.
- Twstee and volunteer time amounted to over 324.5 hours.
The tearn have again continued to highlight the needs of carers during Carers Week but this year things were done a
little differently by way of various online caTers events.
We Continued ¢0 Te¢eive ￿ndIng from Wakefjeld MDC with an inflationary uplift this year. The Local Authority also
continued to provide funding for The My Tirne Seheme and the Grants to Carers Groups. Wakefield CCG continued
to provide funding for the Connecting Care Team of £50.660 and £39.054 to support carers with a loved one residing iTh
a care home.
A bid of £34,206 was secured from The National Lottery Community Foundation to fiuther support our work within the
care horne$ and to enable us to provide a Covid-19 response bereavement support servic¢. The grieving process for
some carers has been an extremely lonely and isolating time. Many have felt far worse because of th¢ str¢$s and
a￿xiety brought on by the pandemic.
The Counctl provided us with £lO,O(X) to purchase and deliver PPE. Some of this was distributed along with welfare
packs and Christmas gifts to carers. We also received a further £IO.000 from the Local Authority Discretiotwy Grant
Fund to further support our charity dllring these vnprecedenied times.
We also managed to secure £9,675 from Leeds Comnhunity Foundation Resilien¢¢ Fund. The ￿llds to support our
work catne Irom National Emergencies Trust (NET) COrot￿viruS Appeal Programme.

Wakefield and District Carers
Association
Report of the Trustees
for the Ye#r Ended 31 March 2021
A large nutnber of donations were received including £5,763 from the NOVA Srnall Grants Fund to allow us io
pur¢hast.8ome laptop￿E¢htt Dots to give to Carers. This was so they Could remain contact with their loved ones by
way of virtual technology and feel com)ected with the outside world. We also re¢¢ived £2,500 from SWYPTS towards
¢areTS training and varioug carerlfriend donations.
FINANCIAL REVIEW
Reserve$ pnlicy
We have reviewed the Associations ne&ts for reserves in line with guidance issued by the Chatity Commission. The
review con¢luded that reserves are necessary to:
{il to safeguard the Associations service cottjmitment in the event of delays in receipt of fvnding.
(ill to allow ihe Association to be managed efficiently and to provide a buffer for unintemipted servtces if funding were
to be disctsntinued by Wakefield Nletropolitan District Council or fiHS Shared Business.
The unrestricted reserves at the year end stood at £109.931 and are deemed nece&sary to cover (il and {iil above.
CO￿d-19 Pandemic response
During the pandemic. staff have moved to remote working with support to carers continuing vittually. All unnecessary
face to face colltacts Wlth carers ceased, where visits were felt lle¢e￿ary. current guidelines were adhered to. Carers
Support groups ate Gontinuing in a virtual sense where appropriate.
Initially. the Charity eX￿rienced a reduction in referrals but this is slowly increasing to expected levels.
The charity did not experi¢n¢e & decrease in funding and has had fot¥nal ¢omrnitrnents frorn the Major funders that
cU￿¢￿t funding artangements will remain the sajne for 2021-22. We thereftire. ¢on$ider the charity to retnaiti a viable
going concern for the future.
STRUCTURE, GOVERNANCE AND MAIIAGEMENT
Governlng doellment
The charity is controlled by its goveming document, a deed of ¢nLSt, and conSti￿te5 a limited company, limited by
guarantee, as defined by the Companies Act 2006.
Recrultment and appointment of new trll$tee5
Trustees are appoinied or re-appointed at the Annual General meeting held in the autUfDn. Ullder requirements of the
Memorandum and Articles of Association one half of the Tnjstees shall be subject to retirernent by rotation but may be
eligible for re-appointmenL Not less than 3 Tntsiees shall be Carers.
Induction and training of neiv trustees
Prior to theLT itjitial appointment potential Trustees Co￿pIete au inftsrniation fomk and independent references are
requiFed Follow]ng their appointment they are provided witb an inforniation pack and an appropriate induction
arranged.
REFERENCE ADMINISTRATIVE DETAILS
Registered Company number
03 143673 (England and Wales)
Registered Cbarity number
1053295

Wakefield and District Carers
Assoeiation
Report of the Trustees
for the Year Ended 31 March 2021
Registered office
25 King Street
Wakefield
West Yorkshire
WFI 2SR
Truste¢s
Mr J G Anderson
Mrs J Power
MTS N Gill (resigned 23.7.2020)
Mr I Wilson (resigned 3.9.2020)
Mrs M Bumell CliaitpeisosblActittg Treasurer
Mrs M Hir8t (resigned 27.4.2021)
Mr5 J Garrick Vice Chaiwerson
Mr5 C M Wilson
Mr A Grimbley {appointed 27.4.2020) {re$iglled 29.10.2020)
Mts D R Veigas (appointed 2.10.2020}
Mts E Jones (appointed 31.3.2021)
Mrs S Gravil {appointed 31.3.2021)
Miss S Nazir (appointed 31.3.2021)
Mr J Major (appointed 31.3.2021}
Chief Executive Officer
Mrs Justine Bilton
Company Secretary
Miss S J Scott
Independent Examlner
SMH Jolliffe Cork Ltd
Chartered Accountauts
33 George Street
Wakefield
West Yorkshire
WFI ILX
Ballkers
The Co-operative Bank PLC
Stockport. Business Direct
PO Box 250
Skelmerdale
WN8 6Wt
This report ha5 been prepared in accordance with the Speci￿ provisions of Part 15 of the Companies Aci 2006 relating
to small cO￿paD1e8.
Approved by order of the board of trnstees on I l NoveEnber 2021 and signed on its behalf by..
Mrs M Bumell - Trustee

Independcnt Examiner's Report to the Trustees of
Wakefield and District Carers
Association
IndependeMt ex#miiier's report to the trustees of Wakefield and Dlstrict Carer5 Association ('the Company,)
L report to the chaiity Irustees on my eX￿nI￿atIOn of the a¢¢ounts of the Company for the year ended 31 March 2021.
Responsibilities and basi5 of report
As the ¢harity'$ trustees of the Company land also its dtrectors for the pu4)0ses of company law) you ate responsible for
the preparation of the accounts in a¢cordance with the requirements of the Companies Act 20061'the 2006 A¢tJ.
Having satisfied myself thai ihe accounts of the Company are not required to be audited under Part 16 of the 2006 Act
and are eligible for independent examinatio￿ I report in respect of my examination of yollr charity's accounts as Carried
out under section 145 of the Charsties Act 2011 {'the 2011 Act'l. In c8nying out ￿Y examination I have followed the
Directions given by the Charity Commission under section 145(5) {b) of the 2011 Act.
Independent examiner's statement
Since your ¢harity's gross income exceeded £250,000 your examiner must be a member of a listed body. I can confum
that l am qualified to undertake the examination because l am a registered member of the ICAEW which is one of the
listed bodies.
I have completed my exarnination. I confirnj that no matters have come to my attentÉon in connection with tbe
exa￿inatIon giving me cause to believe..
accounting records were not kept in respect of the Company as required by section 386 of the 2006 Act. or
the acctsunts do not accord with those records: or
the ac¢ounts do not comply with the accounting Tequirements of section 396 of the 2006 Act other than any
requirement that the accounts give a true and fair view which is not a matter considered as part of an
independent examination; or
the accounts have not been prepared in accordance with the methods and principles of the Statement of
Re¢ommend¢d Practice for accounting and by ¢harities {applicable to charities preparing their
accounts in ac¢ordan¢e with the Financial Rq)orting Stalldard applicable in the UK and Republic of Ireland
(FRS 1021).
I have no ¢on¢ems and have ¢ome across no other matters in connection with the examination to which attention should
be drawll in this report in order to enabl¢ a proper understanding of tbe aGcounts to be reached.
Jane Crossley FCA
SMH Jolliffe Cork Ltd
Chartered Accountants
33 George Street
Wakefield
West Yorkshire
WFI ILX
I l November 2021

Wakefield and District Carers
Association
Statement of Financial Activities
for the Year Ended 31 March 2021
2021
TotAI
funds
2020
Total
fi￿dS
Unrestricted
fimds
Restricted
fi￿d9
Notes
INCOME AND ENDOIVMEI¥TS FROM
Donations and legacies
520
528
5,954
Charitable aetlvltles
Grants
609,234
148,541
757,775
601,930
Investment in¢c)rne
172
172
Total
609.414
149,061
758,47S
608.688
EXPENDITURE OTr4
Charitable activities
Grants
579,117
90,484
069,601
676,969
Other
083
683
Total
579,800
90,484
670,284
676,969
NET INCOMEI{EXPENDITURE)
29,614
58,S77
88,191
(68,281)
RECOPICILIATION OF FUNDS
Total funds brouglit forward
80J17
33.430
113,747
182.028
TOTAL FUNDS CARIUED FORWARD
109,931
201938
113,747
The notes forni part of these fjnancial statements

Wakefield and District Carers
Association (Registered number: 03143673)
Ba12nce Sheet
31 March 2021
2021
2020
Notes
FIXED ASSETS
Tangible a85ets
12
7.136
8.972
CURRENT ASSETS
Debtors
Cash at bank and in haud
13
14
53.590
177.159
1.704
183,280
230,749
184,984
CREDITORS
Amounts. falling due within one year
15
(35,947)
{80.209)
NET CURRENT ASSETS
194.802
104 775
TOTAL ASSLTS LESS CURRENT
LIABILITIES
201,938
113.747
NET ASSETS
201938
113747
FUNDS
Unrestricted funds..
General fvnd
Reserve Fund
19
(2,068)
111999
(66,510)
146.827
109.931
Restricted fijnds
33.430
TOTAL FUNDS
201,938
113,747
The charitable cornpany is entitled to exemption frorn audit under Section 477 of the CO￿PanieS Act 2006 for the year
ended 31 March 2021.
The members have not required the company to obtaill an audit of its financial statements for the year ended
31 March 2021 in accordance with Section 476 of the Companies Act 2006.
The tn￿teeS acknowledge their responsibilities for
(a)
ensuring that the chatitable ¢ompany keeps accounting records that comply with Sections 386 and 387 of the
Companies Act 2006 and
preparing firwncial statements which give a true and fair view of the state of affairs of the charitable company as
at the end of each financial year and of ILS surplus or deficit for each financial year in accordance with the
requirements of Sectiolls 394 and 395 and which othenvise comply with the requirements of the Companies Act
2006 relating to fmancial statements, so far as appli¢able to the charitable company.
(b)
The notes fomi part of these f￿ancial statements
continued...

Wakefield and District Carers
Association (Registered number: 03143673)
Balance Sheet - eontinued
31 March 2021
These financial Sta￿￿entS have be¢n prepared in accordance with the provisions applicable to chatttable companies
subject to the small con]pallies regime.
The financial statements were approved by the Board of Trustees and authorised for issue on I l Novernber 2021 and
were signed on its behalf by..
Mr5 M BuTnell- T]ustee
Mrs J GaTtick- T]ustee
The notes forni part of these fmancial statements

Wakefield and District Carers
Association
Cash Flow Statement
for the Year Ended 31 Mareh 2021
2021
2020
Notes
Cgsh floTrvs from operatiDg activitles
Cash generated frosn operaiions
Finance costs paid
(4,662)
683
{58.203)
Net ¢ash ll￿d in operating activities
58 203)
Cash f]ows from iDve5tiDg aetlvities
Purcliase of tangible f￿ed assets
Interest received
(2,6441
172
16,348)
804
Nei cash used in illvesting activities
2,472)
5,544)
Change In cash alld cash equlvalents in
the reportlng period
Cash and eash equivalents at the
begillning of the reporting period
(7,817)
163,747)
177,607
241.354
Casll alld cash equlvalents at the end of
the reporting period
169 790
177,607
The notes forni part of these flnancial statements

Wakefield and District Carers
Association
Notes to the Cash Floiv Statement
for the Year Ended 31 March 2021
RECOF4CILIATION OF NET INCOMEIIEXPENDITURE) TO NET CASH FLOW FROM
OPERATING ACT￿rrIES
2021
2020
Net ineomel(expenditur¢l for the reporting period (a$ per the
Statement of Financial ActI￿tieS)
Adju5tment5 for:
Depreciation charges
Interest received
Finance costs
Ilncrease)Idecrease in debtors
(Decrease}lincrease In Greditors
88.J91
{68.2811
4,480
(172)
683
(51,886)
4,640
(804)
5,709
533
Net cash us¢d in operatiolls
4.662)
58 2031
AF4ALYSIS OF CASH AND CASH EQUtVALENTS
2021
2020
Cash in hand
Notice deposiis (less than 3 Months)
Overdrafts included in b2nk loans and overdrafis falling due within one year
62,403
114,756
62,389
120.891
5,6731
Total cash and cash equivalenls
169,790
177 607
ANALYSIS OF CHANGES IN NET FUNDS
At 1.4.20
Cash flow
At 31.3.21
r4et cash
Cash at bank and in hand
Bank overdrafis
183,280
S,673)
(6.121>
177.159
7J69
7.8171
169,790
Total
177,607
7,817)
169 790
The notes fom part of these f]nancial statements
10

Wakefield and District Carers
Association
Notes to the Financial Statements
for the Year Ended 31 March 2021
ACCOUNTING POLICI&8
Basis of preparing the fmanelal statements
The fjttaneial slaternents of the charitable company, which is a public benefit entity under FRS 102, have been
prepared in accordance with the Charities SORP IFRS 102) 'Aecounting and Reporting by Charitie5.' Statemellt
of Recommended Practice applicable 10 charities piepating their accounts in accordance with the Financial
RepL¥lling Sfandard applicable in the UK and Republic of Ireland (FRS 102} (effective l January 2019),.
Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of
Ireldnd, and the Companies Act 2006. The fJnan¢ial state￿ellts have been prepared under the historical cost
convention.
Going eoncern
The financial statements are prepared on the going concern basis which assumes that the charity will continue in
operational existence for the foreseeable futLWe.
The trustees have considered the risks and uncertaillties arising from tbe Covid 19 pandernic alld are taking a
proactive approach to reviewing aud adjusting plamjing and spending as well as amending the way the charity
operates in line with local and national restrictions. Whil8t the outcome of the pandemic is beyond any nornial
range of predictabilily. the twstees believe that the charity's financial statements ale appropriately prepared
under the going concern basis.
Ineome
All income is recognised in the Staten]ent of Financial Activities ott¢e the charity has entitlement to the fimds, it
15 probable that the income will be received a￿d the amount can be measured reliably.
Expenditure
Liabilities are recognised as expellditt￿e as soon as there is a legal or const]uctive obligation committiug the
charity to that expenditure. it is probable thai a transfer of econotnic bellefits will be requirtd in settlernent and
the amount of the obligation can be measured reliably. Expenditsre is accounted for on an a¢¢ruals basis and has
been classified undei headings that aggregaie all c05t related to the category. Where costs cannot be directly
attributed to particular headings they have been allocated to actlVLties on a basis consistent with the use of
iesourceb.
Tangible fixed assets
Depieciation is provided at the following allAL￿1 rates in order to write off each a58et over it$ estimated useful
life.
Computer and otTice equiprnent
25 /￿ Oll Cost and 25 % on reducing balance
Taxation
The charsty is exempt from coryoration tax on its charitable activities.
Fund accounting
Unrestricted fimds can be used in accordance with the charitable objectives at the discretion of the trnstees.
Restricted funds can only be used for particular restrtcted purposes within the objects of the charity.
Restri¢iions arise when specified by the dollor or whell fl￿dS are raised for particular restricted purposes.
Further explanation tsf the nature aud purpose of each ￿Trd is included in the notes to the f]nancial ststernents.
Continued...

Wakefield and DistrAct Carers
Association
Notes to the Financial Statements - continued
for the Year Ended 31 March 2021
DONATIONS ATr4D LEGACIES
2021
2020
Donations
528
5,954
INVESTMENT INCOME
2021
2020
Deposit account interest
172
804
INCOME FROM CHARITABLE ACTIVITIES
2021
2020
Activity
Grants
Grants
757.775
601,930
Grants re¢eiveLt in¢luded in the above, are as follows:
2021
2020
WMDC
Big Lottery Grant
Nova Wakefield
Wakefield CCG (Conne¢ting care)
Wakefield CCG (Care homes)
Wakefield CCG {GP registration)
SWYPTS
Leeds Conjmunity Foundation Resilience Fund
505.922
34,206
5,808
50,660
39,054
49,950
2,500
9,675
513,269
2,000
50,661
36.000
757.775
601,930
CHIiRITABLE ACTIVITIES COSTS
Support
costs (see
note 6)
Direct
Costs
Totals
Grants
667 141
669,601
12
¢ontinued...

Wakefield and District Carers
Association
Notcs to the Financial Statements - continued
for the Year Ended 31 March 2021
SUPPORT COSTS
Governance
costs
Finance
Totsls
Grants
47
2.413
2.460
r4ET INCOMEI(EXPENDITURE)
Net incomel(expenditure) is ststed after chargingllcrediting)..
2021
2020
Depreciation - ON￿ed assets
Staff costs
4,480
480 056
4,640
528,112
TRUSTEES, REmuNE￿4TI0N AND BENEFrrs
There were no twstees, reniuneration OF other benefits for the year ended 31 March 2021 nor for the year ended
31 March 2020.
Trustees, expenses
There were no
31 March 2020.
trt￿tees. expenses paid for tILe year ended 31 March2021 nor for the year euded
STAFF COSTS
2021
2020
Wages and salaries
Social security costs
476,S02
3,554
513,233
480 056
528,112
The average monthly llu￿ber of ernployees during tbe year was as follows..
2021
25
2020
27
Average number of employe
No employees received emoluments ill excess of £60,000.
13
continued..

Wakefield and District Carers
Association
Note5 to the Finydncial Statements - continued
for the Year Ended 31 March 2021
io.
COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES
Unre8tri¢ted
funds
Restricted
funds
Total
funds
JNCOME AND ENDOWIVLENTS FROM
Donations and legacies
591
5,363
5,954
Charit8ble actiMtie5
Grants
554,240
47,690
601,930
Investtnenr income
804
804
Total
555,635
53.053
608,688
EXPENDITURE ON
Charitable aetivitfies
Grant$
610.922
66,047
676,969
TrIET INCOMEIIEXPENDITURE)
{55,287)
(12.9941
168,281)
REcof4CILIATION OF FUNDS
Total funds brought forTrvard
As previously reported
Prior year adjuslment
185.604
46,424
232,028
50,000
A5 restated
135,604
46,424
182,028
TOTAL Fuf4DS CARRIED FORWARD
80.317
33,430
113.747
ii.
COMPANY STATUS
The company is a registered Charrty Ictsmpany number.. 03143673 and Ciwity number.'10532951 and is limited
by guarantee. There were I l Trustees as at 31 March 2021, of whom guaranteed to contribute up to £1
towards the outstanding liabilities of the Con]pally should the Company be wound up.
14
continued...

Wakefield and District Carers
Association
Note5 to the Financial Statements - continued
for the Year Ended 31 March 2021
12.
TANGIBLE FLXED ASSETS
Cornputer
office
equipment
COST
Ai l April 2020
Additions
48,051
2.644
At 31 March 2021
DEPRECIATION
At l April 2020
Charge for year
39.079
At 31 March 2021
NET BOOK VALUE
At 31 March 2021
7.136
At 31 March 2020
13.
DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YL4R
2021
2020
Prepaytllents and accrued incorne
1,704
14.
CASH AT BANK AND IF4 HAf4D
General
Fund
Reserve
Fund
Restricted
Funds
Total
Funds
Total
Funds
Cash in Hand
Bank cutrent and deposit accoullts
COIF Charities deposit firnd
284
15,840
284
126,995
332
98,177
62,119
49,880
49,036
177 159
183280
15
Continued...

Wakefield and Distriet Carers
Assoeiation
Notcs to the Financial Statements - eontinued
for the Year Ended 31 March 2021
Is.
CREDITORS: ALIIOUNTS FALLING DUE IVITHIN OPIE YEAR
2021
2020
Bank loans and overdrafis {see note 16)
Creditors and accrualg
7J69
5,673
35,947
80.209
16.
LOANS
An analybis of the maturity of loans is given below:
2021
2020
Amounts falling due within one year on dernand..
Bank overdrafts
7.369
17.
LEASING AGREEM£NTS
Minimurn lease payments under non-cancellable operating leases fall due as follows..
2021
2020
Within olle year
9.600
18.
ANALYStS OF NET ASSETS BETWTEN FUNDS
2021
Total
funds
2020
Total
funds
Unrestricted
funds
Restricted
funds
Fixed assets
Current assets
Current liabilitieg
0.746
131.763
28.578
390
98,986
7,369)
7,136
230,749
8,972
184,984
80.209)
109 931
201.938
113,747
16
continued...

Wakefield and District Carers
Association
Notes to the Financial Statements - contRnued
for the Year Ended 31 March 2021
19.
MOVEMENT IN FUNDS
Net
movement
in fi￿dS
Transfers
between
funds
At
31.3.21
At 1.4.20
Ullrestrieted funds
General fi]nd
Reserve Fund
(66.510)
146 827
29,442
172
35,000
35 000)
(2.0681
111,999
80J17
29.614
109,931
Restricted funds
Grants to Carer Group
My Time Grants and administration
Catets Support Group
8,389
8,968
2J85
6.121
10,774
15,089
(2.691)
384
58
(2,633)
384
Joseph Harrison Tnjsi
The Big Lottery- Looking after tThe
2.286
15.474
620
2,299
4,585
15,474
620
2,500
4S.214
WMDC- Personal budgets
MOTO
SNVYPTS
Wakefield CCG IGP registration)
2,SOO
45.214
33,430
58
92.007
TOTAL FUNDS
113.747
88,191
201.938
17
continued...

Wakefield and District Carers
Association
Notes to the Financial Statements - continued
for the Year Ended 31 March 2021
19.
MOVEMENT IN FUNDS- continued
Net movement in fund8, included in the above ore as follows..
tncoming
resources
Resources
expended
Movement
in funds
Unrestricted funds
General fund
Reserve Fund
609,242
172
(579.800)
29,442
172
609.414
{579000)
29,614
Restricted fuDds
Grants to Carer Group
My Time Grants and adtninistration
Carers Support Group
4.790
38.647
(2,405)
(32,526)
2,385
6,121
520
(462)
58
The Big Lottery- Looking after ￿e
40,014
2,965
(37.715)
(2.965)
2,299
WMDC . Personal budgets
Lteds Community Foundation Resilience
Fund
SWYPTS
Wakefield CCG (GP registration)
9,675
2,500
(9.675)
2,500
45,214
4.736)
90.484)
TOTAL FUNDS
758.475
670284
88.191
18
continued...

Wakefield and District Carers
Association
Trlotes to the Financial Statements - continued
for the Year Ended 31 March 2021
19.
MOVEMENT IN FUNDS- continued
Comparatives for movement in fullds
Prior
year
adjustment
Net
movement
in fi]nd8
Tronsfers
between
fimds
At
31.3.20
At 1.4.19
Unrestricted fullds
General fund
Reserve Fund
2.580
183,024
150,0(X))
(56.090)
803
37.000
37.000)
{66,5101
146 827
185,604
{50,000)
{55,2871
80.317
Restricted funds
Grants to Carer Group
My T1￿c Gtants and
adtllilli5tration
Caiets Support Group
9,305
(9161
8.389
19,436
(10,468)
8,968
46
384
(2,737)
(2.6911
384
Joseph HatTison Tntst
The Big Lottery- Looking
after me
909
15,724
620
1,377
(2501
2,286
15.474
620
WMDC- Personal budgets
MOTO
46.424
TOTAL FUNDS
232,028
50.000)
68.281}
113747
19
Continued...

Wakefield and District Carers
Association
Notcs to the Financial Statements - continued
for the Year Lnded 31 March 2021
19.
MOVEMENT IN FUNDS- continued
Comparative net rntsvement in funds, included tbe above are as follows..
Incoming
r¢%ources
Resources
expended
Movement
Kn funds
Unrestricted funds
General furld
Reserve Fund
554,832
803
{610,922)
156,090)
803
555,635
{610,922)
155,2871
Restricted funds
Grants to Carer Group
My Time Grants and adtninistration
Corers Support Group
5,696
38,001
(6,612)
148.469)
(9161
110.468}
3.336
{6.073)
(2,7371
The Big Lottery- Looking after me
3.080
(1,703)
3,1901
1,377
WMDC - Personal budgets
53,053
66.047)
TOTAL FUNDS
608,688
676 969)
68,2811
20
colltillued...

Wakefield 2nd District Carers
A550ciation
Notes to the Financial Statements - Continued
for the Year Ended 31 March 2021
19.
MOVEMENT IN FUNDS- continued
A current year 12 rnonths and prior year 12 months combined position is as follows..
Prior
year
adjustmellt
Net
tsvemeni
in fLU￿S
Transfers
between
nds
At
31.3.21
At 1.4.19
UDrestricted fullds
General fund
Restrve Fund
2,580
183,024
150.000)
(26,648}
975
72,000
72.000)
{2,068)
111.999
185,604
{50,OOOJ
(25,673)
109,931
Restrieted funds
Grants to Carer Group
My Tirne Grants and
administration
Carers Support Group
9,305
1.469
10.774
19,436
{4.347)
15.089
46
384
(2,679)
{2,633}
384
Joseph Harrisoll Ttust
The Big Lottery- Looking
after me
909
15,724
620
3,676
(250}
4,585
15,474
620
2,500
WMDC- Personal budgets
MOTO
SWYPTS
Wakefield CCG (GP
registration)
2.500
45,214
46,424
92,007
TOTAL FUNDS
232,028
50.000)
19.910
201,938
21
continued...

Wakefield and District Carers
Association
Notes to the Financial Statements - continued
for the Year Ended 31 March 2021
19.
MOVEMENT IN FUNDS- eontinued
A ¢urrent year 12 months and prior yeai 12 months combined net rnovement in fLULds. included in the above are
as follows..
Incoming
resources
Resources
expended
Movement
in funds
Unrestricted fuuds
General fund
Reserve Fund
1.164.074
975
11,190,722}
126,648}
975
1,165.049
{1.190,7221
{25,6731
Restricted fllDd$
Grants to Carer Group
My Time Grants and administratioll
Carers Support Group
10,486
76,648
{9.017)
(80.995)
1,469
(4,3471
3,856
{6.535)
12,679)
The Big Lottery- Looking afier tne
43,094
5.905
{39.418}
(6.155)
3,676
{250)
WMDC- Personal budgeLs
Leeds Community Foundation Resiliellce
Fund
SWYPTS
Wakefield CCG {GP registration)
9,675
2,500
49,950
19,675)
2,500
45.214
4,736)
202 114
156.531
TOTAL FUNDS
1,367,163
{1,347 2531
19,910
20.
RELATED PARTY DISCLOSURES
There were no related paty tfdnsactions for tbe year ended 31 Mar¢h 2021.
21.
GRANTS TO CARERS, GROUPS (RESTIUCTED FUNDll¥G)
Funding is provided by Wakefjeld MetropolitaTr District Council. During the year 12 applications rnet the
qualifying criteria and were allocated a total of £3,000, including internal careis groups (2020.. 1 l applications
allocated a iotal of £2.7001
22
continued...

Wakefield and District Carers
Association
Notes to the Financial Statements - eontlnued
for the Year Ended 31 March 2021
22.
Ibly TIME GIW4TS TO CARERS (RESTRICTED FUNDING)
Funding is provided by Wakefield Metropolitan District Council. During the year a total of £32,484 12020=
£48.4691 was allocated to Carets who satisfied the qualifying criteria Imaximurn of £100 per Carer}.
23

Wakcficld and District Carers
Association
Detailed Statement of Financial Activities
for the Year Ended 31 March 2021
2021
2020
INCOME AND ENDOWMEIYTS
Dollations %nd legaeles
DonatiOll5
S28
5.954
Investtllent income
Deposit account interest
172
804
Chgritable activities
Grants
757 775
601930
Total lllcoming resoMr¢¢s
758.47S
608.688
EXPENDITURE
Charitable aetivities
Wage5 and pension ¢ontributions
Other staff costs
Rent and rates
Insurallee
Light and heat
Telephone
Printing. postage and stationery
Computer costs
Sunthy expenses
Carers and staff training
Carers meetings and expenses
Funding Consultancy
Marketing
HR Support costs
Books. periodicals and subs.
My time grant paymenis
Carers Groups, Grants
Depreciation of tangible fLxed assets
476,502
3,554
8,148
2,662
4,056
6,721
6,927
13,686
1.855
314
8.423
79.806
9,156
5,465
35
32,484
2,867
4,480
513,233
14,879
8,148
2,360
4,056
6,489
11,099
11,610
3,899
12.807
7.012
2,400
10,415
6,016
162
48,469
6.862
667,141
674.556
Other
Interest on late paid PAYE
683
Support eosts
FiDxnce
Bank charges
47
This page does not form part of the statutory fman¢ial statements
24

Wakcfield and Di$trict Cvdrers
Association
Detailed Statement of Finaneial Activities
for the Year Ended 31 March 2021
2021
2020
Finance
Covernance costs
Accountancy fees
2,413
2.413
Total resources expended
670,284
676 969
Net incomel(expenditure)
68,281)
This page does not form part of tbe statutory f]nancÈal statetttents
25

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