2025-03-31-accounts - Wakefield And District Carers Association

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REGISTERED COMPANY NUMBER: 03143673 (England and Wales) REGISTERED CHARITY NUMBER: 1053295

Wakefield and District Carers Association

Report of the Trustees and Financial Statements

Year Ended 31 March 2025

SMH Jolliffe Cork Ltd Accountants & Business Advisors 33 George Street Wakefield West Yorkshire WF1 1LX

Wakefield and District Carers Association

Contents of the Financial Statements for the Year Ended 31 March 2025

	Page
Report of the Trustees	1
Independent Examiner's Report	5
Statement of Financial Activities	6
Balance Sheet	7
Cash Flow Statement	9
Notes to the Cash Flow Statement	10
Notes to the Financial Statements	11
Detailed Statement of Financial Activities	22

Wakefield and District Carers Association

Report of the Trustees for the Year Ended 31 March 2025

The trustees who are also directors of the charity for the purposes of the Companies Act 2006, present their report with the financial statements of the charity for the year ended 31 March 2025. The trustees have adopted the provisions of Accounting and Reporting by Charities: Statement 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 1 January 2019).

OBJECTIVES AND ACTIVITIES

Objectives and aims

Wakefield and District Carers Association is governed by its Memorandum and Articles of Association which define the objects as:

to improve the conditions of life amongst Carers resident in the Wakefield Metropolitan District so that the charitable needs of the Carers are thus relieved and in particular amongst Carers who care or have cared for partners, relatives, children, friends or neighbours who are dependent upon them because of disability arising from age, long-term illness, mental or physical disablement.

In order to achieve these objects, the Association works to:

encourage Carers to recognise themselves as Carers in circumstances where they look after a partner, child, relative, friend or neighbour who is dependent on them because of the effects of old age, illness or disability;
encourage Carers to 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 location within the district;
bring the needs of Carers to the attention of policy makers and service planners.

Significant activities

The principal activity of the company throughout the year was to help Carers in Wakefield and District to achieve their task of caring in the domestic setting by providing them with support, information and advice.

Public benefit

In setting out the objectives of the charity and planning the charity's activities, the trustees have given careful consideration to the Charity Commission's public benefit guidance.

Wakefield and District Carers Association

Report of the Trustees for the Year Ended 31 March 2025

ACHIEVEMENTS AND PERFORMANCE

Charitable activities

There's no doubt that 2024 to 2025 has been another excellent year of progress for Carers Wakefield & District full of events and activities. Carers Wakefield's aim is to support carers and those they care for. We continue to grow from strength to strength and we are supporting more carers than ever before, we currently have over 13,000 carers registered with us. Our staff, trustees and invaluable volunteers have once again helped us significantly improve the lives of carers across Wakefield and District. Their dedication and enthusiasm has enabled Carers Wakefield to continue to flourish, meet new challenges and take advantage of new opportunities as we move in to the new year.

During the year we had a total of 14,752 enquiries from carers.
699 new carers identified.

further 2,110 contacts with both carers and professionals.

A total of 295 home visits were made to support 315 carers.
203 carers visited carers support workers at our offices.
Staff made over 11,376 telephone calls, 7,095 of those were made to carers.
Staff sent over 10,412 letters/emails to carers and professionals.
Trustee and volunteer time amounted to over 930.5 hours.

We continued to receive funding from Wakefield MDC for our core funds. The Local Authority also continued to provide funding for the Personal Budgets and the My Time Scheme. A total of 657 carer breaks were supported by this worthwhile scheme.

Funding was provided from the Local Authority for the Carers Group Grants. Applications were received from the BAME Ladies Group, Mental Health Group, Rethink and SESKU to name a few.

Wakefield ICB continued to provide funding to enable us to remain part of Connecting Care which brings together professionals from different organisations to provide coordinated support to individuals.

They also fund us to support carers with a loved one residing in a care home, supported living, or those whose loved one is preparing to enter a care home.

We have also been fortunate to be part of an exciting new digital inclusion project. The Accelerated Reform Fund's purpose is to focus on tackling digital exclusion by ensuring more people have access to devices and data, help them build digital skills and feel more confident using technology in their daily lives. One of the target groups is unpaid carers who often face these barriers.

We received £2,000 from the Pixel Fund and £2,000 from Sported Foundation to put towards our Young Adult Carer events and activities.

Other small pots of funding from SWYT and carer donations were greatly received.

Our main event during Carers Week - 'Putting Carers on The Map' was held at Sandal Rugby Club. Our charity was praised for all its hard work and the phenomenal contribution that unpaid carers provide.

This year's AGM was held at Sandal rugby club and was well attended. This was followed by Carers Rights Day which was themed on 'Recognising Your Rights as a Carer'.

We would to take this opportunity to thank all our funders for their continued support, we are extremely grateful.

Wakefield and District Carers Association

Report of the Trustees for the Year Ended 31 March 2025

FINANCIAL REVIEW

Reserves policy

We have reviewed the Associations needs for reserves in line with guidance issued by the Charity Commission. The review concluded that reserves are necessary to:

(i) to safeguard the Associations service commitment in the event of delays in receipt of funding;

(ii) to allow the Association to be managed efficiently and to provide a buffer for uninterrupted services if funding were to be discontinued by Wakefield Metropolitan District Council or NHS Shared Business.

The unrestricted reserves at the year end stood at £207,707 and are deemed necessary to cover (i) and (ii) above.

STRUCTURE, GOVERNANCE AND MANAGEMENT Governing document

The charity is controlled by its governing document, a deed of trust, and constitutes a limited company, limited by guarantee, as defined by the Companies Act 2006.

Recruitment and appointment of new trustees

Trustees are appointed or re-appointed at the Annual General meeting held in the autumn. Under requirements of the Memorandum and Articles of Association one half of the Trustees shall be subject to retirement by rotation but may be eligible for re-appointment. Not less than 3 Trustees shall be Carers.

Induction and training of new trustees

Prior to their initial appointment potential Trustees complete an information form and independent references are required. Following their appointment they are provided with an information pack and an appropriate induction arranged.

REFERENCE AND ADMINISTRATIVE DETAILS Registered Company number

03143673 (England and Wales)

Registered Charity number

1053295

Registered office

25 King Street Wakefield West Yorkshire WF1 2SR

Trustees

Mrs C M Wilson - Chairperson Mrs E Jones Miss S Nazir (resigned 24.10.2024) Mr N G Pickett - Treasurer Mr G Osborne - Vice chairperson Mrs T Batty (resigned 24.10.2024) Mrs P L Rylatt (resigned 27.3.2025) Mrs L Spivey Miss A Hawes (appointed 9.5.2024) Mr D Wood (appointed 24.7.2025) Mrs S W Mcdade (appointed 24.7.2025)

Chief Executive Officer

Mrs Justine Bilton

Wakefield and District Carers Association

Report of the Trustees for the Year Ended 31 March 2025

REFERENCE AND ADMINISTRATIVE DETAILS

Company Secretary

Miss S J Scott

Independent Examiner

SMH Jolliffe Cork Ltd Accountants & Business Advisors 33 George Street Wakefield West Yorkshire WF1 1LX

Bankers

The Co-operative Bank PLC Stockport, Business Direct PO Box 250 Skelmerdale WN8 6WT

This report has been prepared in accordance with the special provisions of Part 15 of the Companies Act 2006 relating to small companies.

Approved by order of the board of trustees on 13 November 2025 and signed on its behalf by:

Mrs C M Wilson - Trustee

Independent Examiner's Report to the Trustees of Wakefield and District Carers Association

Independent examiner's report to the trustees of Wakefield and District Carers Association ('the Company')

I report to the charity trustees on my examination of the accounts of the Company for the year ended 31 March 2025.

Responsibilities and basis of report

As the charity's trustees of the Company (and also its directors for the purposes of company law) you are responsible for the preparation of the accounts in accordance with the requirements of the Companies Act 2006 ('the 2006 Act').

Having satisfied myself that the accounts of the Company are not required to be audited under Part 16 of the 2006 Act and are eligible for independent examination, 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.

Independent examiner's statement

Since your charity's gross income exceeded £250,000 your examiner must be a member of a listed body. I can confirm that I am qualified to undertake the examination because I am a member of the Institute of Chartered Accountants in England and Wales, which is one of the listed bodies.

I have completed my examination. I confirm that no matters have come to my attention in connection with the examination 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 accounts do not accord with those records; or
the accounts do not comply with the accounting requirements 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 Recommended Practice for accounting and reporting by charities (applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102)).

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

J Crossley FCA SMH Jolliffe Cork Ltd Accountants & Business Advisors 33 George Street Wakefield West Yorkshire WF1 1LX

13 November 2025

Wakefield and District Carers Association

Statement of Financial Activities for the Year Ended 31 March 2025

Unrestricted funds Notes £ INCOME AND ENDOWMENTS FROM Donations and legacies 2 1,771 Charitable activities 4 Grants 684,573 Investment income 3 3,518 Total 689,862 EXPENDITURE ON Charitable activities 5 Grants 618,338 NET INCOME/(EXPENDITURE) 71,524 Transfers between funds 19 7,236 Net movement in funds 78,760 RECONCILIATION OF FUNDS Total funds brought forward 128,947 TOTAL FUNDS CARRIED FORWARD 207,707	Restricted funds £ - 89,238 - 89,238 152,621 (63,383) (7,236) (70,619) 87,309 16,690	2025 Total funds £ 1,771 773,811 3,518 779,100 770,959 8,141 - 8,141 216,256 224,397	2024 Total funds £ 1,155 742,964 2,711 746,830 709,756 37,074 - 37,074 179,182 216,256

The notes form part of these financial statements

Wakefield and District Carers Association (Registered number: 03143673)

Balance Sheet 31 March 2025

Notes FIXED ASSETS Tangible assets 12 CURRENT ASSETS Debtors 13 Cash at bank and in hand 14 CREDITORS Amounts falling due within one year 15 NET CURRENT ASSETS TOTAL ASSETS LESS CURRENT LIABILITIES NET ASSETS FUNDS 19 Unrestricted funds: General fund Reserve Fund Restricted funds TOTAL FUNDS	2025 £ 4,539 11,510 314,861 326,371 (106,513) 219,858 224,397 224,397 95,901 111,806 207,707 16,690 224,397	2024 £ 7,748 9,931 281,345 291,276 (82,768) 208,508 216,256 216,256 20,661 108,286 128,947 87,309 216,256

The charitable company is entitled to exemption from audit under Section 477 of the Companies Act 2006 for the year ended 31 March 2025.

The members have not required the company to obtain an audit of its financial statements for the year ended 31 March 2025 in accordance with Section 476 of the Companies Act 2006.

The trustees acknowledge their responsibilities for

(a) ensuring that the charitable company keeps accounting records that comply with Sections 386 and 387 of the Companies Act 2006 and
(b) preparing financial 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 its surplus or deficit for each financial year in accordance with the requirements of Sections 394 and 395 and which otherwise comply with the requirements of the Companies Act 2006 relating to financial statements, so far as applicable to the charitable company.

The notes form part of these financial statements

continued...

Wakefield and District Carers Association (Registered number: 03143673)

Balance Sheet - continued 31 March 2025

These financial statements have been prepared in accordance with the provisions applicable to charitable companies subject to the small companies regime.

The financial statements were approved by the Board of Trustees and authorised for issue on 13 November 2025 and were signed on its behalf by:

Mrs C M Wilson - Trustee

Mr G Osborne - Trustee

The notes form part of these financial statements

Wakefield and District Carers Association

Cash Flow Statement for the Year Ended 31 March 2025

Notes Cash flows from operating activities Cash generated from operations 1 Net cash provided by operating activities Cash flows from investing activities Purchase of tangible fixed assets Interest received Net cash provided by/(used in) investing activities Change in cash and cash equivalents in the reporting period Cash and cash equivalents at the beginning of the reporting period 2 Cash and cash equivalents at the end of the reporting period 2	2025 £ 30,241 30,241 (145) 3,518 3,373 33,614 281,247 314,861	2024 £ 91,922 91,922 (4,536) 2,711 (1,825) 90,097 191,150 281,247

The notes form part of these financial statements

Wakefield and District Carers Association

Notes to the Cash Flow Statement for the Year Ended 31 March 2025

1.	RECONCILIATION OF NET INCOME TO NET CASH FLOW FROM	RECONCILIATION OF NET INCOME TO NET CASH FLOW FROM	OPERATING
	ACTIVITIES
			2025	2024
			£	£
	Net income for the reporting period (as per the Statement of Financial
	Activities)		8,141	37,074
	Adjustments for:
	Depreciation charges		3,314	2,628
	Loss on disposal of fixed assets		40	-
	Interest received		(3,518)	(2,711)
	(Increase)/decrease in debtors		(1,579)	13,727
	Increase in creditors		23,843	41,204
	Net cash provided by operations		30,241	91,922
2.	ANALYSIS OF CASH AND CASH EQUIVALENTS
			2025	2024
			£	£
	Cash in hand		63,666	62,881
	Notice deposits (less than 3 months)		251,195	218,464
	Overdrafts included in bank loans and overdrafts falling due within one year		-	(98)
	Total cash and cash equivalents		314,861	281,247
3.	ANALYSIS OF CHANGES IN NET FUNDS
		At 1.4.24	Cash flow	At 31.3.25
		£	£	£
	Net cash
	Cash at bank and in hand	281,345	33,516	314,861
	Bank overdraft	(98)	98	-
		281,247	33,614	314,861
	Total	281,247	33,614	314,861

The notes form part of these financial statements

Wakefield and District Carers Association Notes to the Financial Statements for the Year Ended 31 March 2025

1. ACCOUNTING POLICIES

Basis of preparing the financial statements

The financial statements of the charitable company, which is a public benefit entity under FRS 102, have been prepared in accordance with the Charities SORP (FRS 102) 'Accounting and Reporting by Charities: Statement 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 1 January 2019)', Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland' and the Companies Act 2006. The financial statements have been prepared under the historical cost convention.

Income

All income is recognised in the Statement of Financial Activities once the charity has entitlement to the funds, it is probable that the income will be received and the amount can be measured reliably.

Expenditure

Liabilities are recognised as expenditure as soon as there is a legal or constructive obligation committing the charity to that expenditure, it is probable that a transfer of economic benefits will be required in settlement and the amount of the obligation can be measured reliably. Expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all cost related to the category. Where costs cannot be directly attributed to particular headings they have been allocated to activities on a basis consistent with the use of resources.

Tangible fixed assets

Depreciation is provided at the following annual rates in order to write off each asset over its estimated useful life.

Computer and office equipment - 25% on cost and 25% on reducing balance

Taxation

The charity is exempt from corporation tax on its charitable activities.

Fund accounting

Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the trustees.

Restricted funds can only be used for particular restricted purposes within the objects of the charity. Restrictions arise when specified by the donor or when funds are raised for particular restricted purposes.

2. DONATIONS AND LEGACIES

DONATIONS AND LEGACIES
	2025	2024
	£	£
Donations	1,771	1,155

continued...

Wakefield and District Carers Association

Notes to the Financial Statements - continued for the Year Ended 31 March 2025

3. INVESTMENT INCOME Deposit account interest 4. INCOME FROM CHARITABLE ACTIVITIES Activity Grants Grants Grants received, included in the above, are as follows: WMDC Garfield Weston Foundation Age UK - MCST Nova Wakefield Wakefield District HCP (Connecting care) Wakefield District HCP (Care homes) SWYPTS Wakefield District HCP (General practice) Warburtons CAF Wakefield District HCP (MYTT discharge) 5. CHARITABLE ACTIVITIES COSTS Grants	Direct Costs £ 765,278	2025 £ 3,518 2025 £ 773,811 2025 £ 568,557 - - - 53,700 39,554 500 64,500 - 47,000 773,811 Support costs (see note 6) £ 5,681	2024 £ 2,711 2024 £ 742,964 2024 £ 548,550 20,000 7,800 5,400 50,660 39,054 500 44,500 3,000 23,500 742,964 Totals £ 770,959

continued...

Wakefield and District Carers Association

Notes to the Financial Statements - continued for the Year Ended 31 March 2025

6. SUPPORT COSTS

Governance Finance costs £ £ Grants 25 5,656 NET INCOME/(EXPENDITURE) Net income/(expenditure) is stated after charging/(crediting): 2025 £ Depreciation - owned assets 3,314 Loss on disposal of fixed assets 40 Staff costs 562,247	Totals £ 5,681 2024 £ 2,628 - 555,896

7. NET INCOME/(EXPENDITURE)

Net income/(expenditure) is stated after charging/(crediting):

8. TRUSTEES' REMUNERATION AND BENEFITS

There were no trustees' remuneration or other benefits for the year ended 31 March 2025 nor for the year ended 31 March 2024.

Trustees' expenses

There were no trustees' expenses paid for the year ended 31 March 2025 nor for the year ended 31 March 2024.

9. STAFF COSTS

STAFF COSTS
Wages and salaries Other staff costs The average monthly number of employees during the year was as follows: Average number of employees	2025 £ 550,798 11,449 562,247 2025 24	2024 £ 544,325 11,571
		555,896
		2024 26

No employees received emoluments in excess of £60,000.

continued...

Wakefield and District Carers Association

Notes to the Financial Statements - continued for the Year Ended 31 March 2025

10. COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES Unrestricted funds £ INCOME AND ENDOWMENTS FROM Donations and legacies 1,155 Charitable activities Grants 600,950 Investment income 2,709 Total 604,814 EXPENDITURE ON Charitable activities Grants 610,651 NET INCOME/(EXPENDITURE) (5,837) Transfers between funds 11,860 Net movement in funds 6,023 RECONCILIATION OF FUNDS Total funds brought forward 122,924 TOTAL FUNDS CARRIED FORWARD 128,947	Restricted funds £ - 142,014 2 142,016 99,105 42,911 (11,860) 31,051 56,258 87,309	Total funds £ 1,155 742,964 2,711 746,830 709,756 37,074 - 37,074 179,182 216,256

11. COMPANY STATUS

The company is a registered Charity (Company number: 03143673 and Charity number:1053295) and is limited by guarantee. There were 6 Trustees as at 31 March 2025, each of whom guaranteed to contribute up to £1 towards the outstanding liabilities of the Company should the Company be wound up.

continued...

Wakefield and District Carers Association

Notes to the Financial Statements - continued for the Year Ended 31 March 2025

12. TANGIBLE FIXED ASSETS

COST At 1 April 2024 Additions Disposals At 31 March 2025 DEPRECIATION At 1 April 2024 Charge for year Eliminated on disposal At 31 March 2025 NET BOOK VALUE At 31 March 2025 At 31 March 2024 13. DEBTORS: AMOUNTS FALLING DUE WITHIN PAYE/NIC debtor Prepayments and accrued income 14. CASH AT BANK AND IN HAND General Fund £ Cash in Hand 298 Bank current and deposit accounts 182,212 COIF Charities deposit fund 7,456 189,966	ONE YEAR Reserve Fund £ - 63,368 48,437 111,805	Restricted Funds £ - 13,090 - 13,090	2025 £ 4,819 6,691 11,510 Total Funds £ 298 258,670 55,893 314,861	Computer and office equipment £ 60,209 145 (328) 60,026 52,461 3,314 (288) 55,487 4,539 7,748 2024 £ 5,486 4,445 9,931 Total Funds £ 394 227,696 53,255 281,345

continued...

Wakefield and District Carers Association

Notes to the Financial Statements - continued for the Year Ended 31 March 2025

15. CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR

Bank loans and overdrafts (see note 16) Creditors and accruals 16. LOANS An analysis of the maturity of loans is given below: Amounts falling due within one year on demand: Bank overdrafts 17. LEASING AGREEMENTS	2025 £ - 106,513 106,513 2025 £ -	2024 £ 98 82,670	2024 £ 98 82,670
		82,768
			2024 £ 98

Minimum lease payments under non-cancellable operating leases fall due as follows:

Within one year Between one and five years	2025 £ 2,377 534 2,911	2024 £ 2,377 4,568
		6,945

18. ANALYSIS OF NET ASSETS BETWEEN FUNDS

Unrestricted funds £ Fixed assets 4,539 Current assets 309,680 Current liabilities (106,512) 207,707	Restricted funds £ - 16,691 (1) 16,690	2025 Total funds £ 4,539 326,371 (106,513) 224,397	2024 Total funds £ 7,748 291,276 (82,768) 216,256

continued...

Wakefield and District Carers Association

Notes to the Financial Statements - continued for the Year Ended 31 March 2025

19. MOVEMENT IN FUNDS

Unrestricted funds General fund Reserve Fund Restricted funds Grants to Carer Group My Time Grants and administration Carers Support Group Garfield Weston Foundation Young adult carers The Big Lottery - Looking after me WMDC - Personal budgets SWYPTS TOTAL FUNDS	At 1.4.24 £ 20,661 108,286 128,947 5,449 45,428 - 20,000 2,284 - 14,148 - 87,309 216,256	Net movement in funds £ 68,004 3,520 71,524 (11,520) (2,467) 1,106 (20,000) 3,657 (98) (34,561) 500 (63,383) 8,141	Transfers between funds £ 7,236 - 7,236 6,751 (35,258) 1,260 - - 98 20,413 (500) (7,236) -	At 31.3.25 £ 95,901 111,806 207,707 680 7,703 2,366 - 5,941 - - - 16,690 224,397

continued...

Wakefield and District Carers Association

Notes to the Financial Statements - continued for the Year Ended 31 March 2025

19. MOVEMENT IN FUNDS - continued

Net movement in funds, included in the above are as follows:

Unrestricted funds General fund Reserve Fund Restricted funds Grants to Carer Group My Time Grants and administration Carers Support Group Garfield Weston Foundation Young adult carers The Big Lottery - Looking after me WMDC - Personal budgets SWYPTS TOTAL FUNDS	Incoming resources £ 686,342 3,520 689,862 4,180 44,671 1,106 - 4,000 - 34,781 500 89,238 779,100	Resources Movement expended in funds £ £ (618,338) 68,004 - 3,520 (618,338) 71,524 (15,700) (11,520) (47,138) (2,467) - 1,106 (20,000) (20,000) (343) 3,657 (98) (98) (69,342) (34,561) - 500 (152,621) (63,383) (770,959) 8,141

continued...

Wakefield and District Carers Association

Notes to the Financial Statements - continued for the Year Ended 31 March 2025

19. MOVEMENT IN FUNDS - continued

Comparatives for movement in funds

Unrestricted funds General fund Reserve Fund Restricted funds Grants to Carer Group My Time Grants and administration Carers Support Group Garfield Weston Foundation Young adult carers Joseph Harrison Trust The Big Lottery - Looking after me WMDC - Personal budgets MOTO SWYPTS Wakefield District HCP (GP registration) Haribo Happiness Together Fund TOTAL FUNDS	At 1.4.23 £ 17,347 105,577 122,924 10,778 16,215 (2,633) - - 384 3,033 17,682 620 2,714 6,031 1,434 56,258 179,182	Net movement in funds £ (8,546) 2,709 (5,837) (5,329) 34,070 2,674 20,000 2,284 - (289) (3,534) - 500 (6,031) (1,434) 42,911 37,074	Transfers between funds £ 11,860 - 11,860 - (4,857) (41) - - (384) (2,744) - (620) (3,214) - - (11,860) -	At 31.3.24 £ 20,661 108,286 128,947 5,449 45,428 - 20,000 2,284 - - 14,148 - - - - 87,309 216,256

continued...

Wakefield and District Carers Association

Notes to the Financial Statements - continued for the Year Ended 31 March 2025

19. MOVEMENT IN FUNDS - continued

Comparative net movement in funds, included in the above are as follows:

Unrestricted funds General fund Reserve Fund Restricted funds Grants to Carer Group My Time Grants and administration Carers Support Group Garfield Weston Foundation Young adult carers The Big Lottery - Looking after me WMDC - Personal budgets SWYPTS Wakefield District HCP (GP registration) Haribo Happiness Together Fund TOTAL FUNDS	Incoming resources £ 602,105 2,709 604,814 4,830 87,501 2,674 20,000 3,534 1 19,975 500 1 3,000 142,016 746,830	Resources Movement expended in funds £ £ (610,651) (8,546) - 2,709 (610,651) (5,837) (10,159) (5,329) (53,431) 34,070 - 2,674 - 20,000 (1,250) 2,284 (290) (289) (23,509) (3,534) - 500 (6,032) (6,031) (4,434) (1,434) (99,105) 42,911 (709,756) 37,074

20. RELATED PARTY DISCLOSURES

There were no related party transactions for the year ended 31 March 2025.

21. GRANTS TO CARERS' GROUPS (RESTRICTED FUNDING)

Funding is provided by Wakefield Metropolitan District Council - £4,180 in 2025 and £4,830 in 2024. During the year a total of £15,700 was allocated to Carers' groups by the charity (2024: £10,159).

continued...

Wakefield and District Carers Association

Notes to the Financial Statements - continued for the Year Ended 31 March 2025

22. MY TIME GRANTS TO CARERS (RESTRICTED FUNDING)

Funding is provided by Wakefield Metropolitan District Council. During the year a total of £47,138 (2024: £53,431) was allocated to Carers who satisfied the qualifying criteria (maximum of £100 per Carer).

Wakefield and District Carers Association

Detailed Statement of Financial Activities for the Year Ended 31 March 2025

INCOME AND ENDOWMENTS Donations and legacies Donations Investment income Deposit account interest Charitable activities Grants Total incoming resources EXPENDITURE Charitable activities Wages and pension contributions Other staff costs Rent and rates Insurance Light and heat Telephone Printing, postage and stationery Computer costs Sundry expenses Carers and staff training Carers meetings and expenses Marketing Books, periodicals and subs. My time grant payments Carers Groups' Grants Happiness together fund costs Personal budget grant payments Warm spaces fund costs Depreciation of tangible fixed assets Loss on sale of tangible fixed assets Support costs Finance Bank charges	2025 £ 1,771 3,518 773,811 779,100 550,798 11,449 8,148 3,521 4,056 7,190 8,706 16,241 2,793 1,225 1,586 13,367 89 47,113 15,700 - 69,942 - 3,314 40 765,278 25	2024 £ 1,155 2,711 742,964 746,830 544,325 11,571 8,148 3,232 4,056 5,388 8,401 12,961 3,055 783 2,136 9,970 - 53,425 10,106 2,319 23,509 532 2,628 - 706,545 -

This page does not form part of the statutory financial statements

Wakefield and District Carers Association

Detailed Statement of Financial Activities for the Year Ended 31 March 2025

Finance Governance costs Accountancy fees Total resources expended Net income	2025 £ 5,656 770,959 8,141	2024 £ 3,211 709,756 37,074

This page does not form part of the statutory financial statements