REPORT OF THE TRUSTEES AND UNAUDITED FINANCIAL STATEMENTS FOR THE YEAR EINDED.31 MARCH 2024 FOR CARER SUPPORT FURNESS LIMITED Carer Support Furness Limited Hindpool Community Centre Barrow-in-Furness Cumbria LA14 INF Telephone: 01229 822822 Ernail: admin@carersupportfurness.co.uk
CARER SUPPORT FURINESS LIMITED REFERENCE AYD ADTrqINISTRATIVE DETAILS FOR THE YEAR ENDED.11 MARCH 2024 Charltv re[StratIon number: 0.$7243()7 IEng)Icind clnd W411LS} C<impanv re%l4tr#tlDm numbtr: Rekwistcrcd oifice Hindi)oul Cominunily Centrc NL's1()n %trLLI Baruw-in-Furnc4 Cuinbrid LA14 1 NF TrustL'¢¥s and Dlrectors Mrs J PrLSlun (Chairl N IITIILkh<iiik Mr% l. M Melccqlle Mr% H Wull Comp*nv Secretary Mr C A Bu¢khou4e Key M#nAkF¢m¢nl Per5un41 Mr C. A BdLkh()usL ChiLI' ExLLulivc OlliLcr IndL'PL'ndLbnt ExainlnLir Mi. P I li)riihy .1 P I li)rnhy & Ci) Chartcred Accountants The Tower DJlii)ii¥atc Bu%inc%% Ccntre DJlivngiatL C'uiiihTid LA12 7AJ Bwnkcr CAF Bonk l.iniited 25 King% Flill AvcnuL Wc%t Mdllin KLiil MblY4J(J CONTENTS OF TIIF. FINANCIAL STATEMEIYTS c.ontent5 Page Rcpurt ot. th¢ Tru.%tcc Ind¢p¢nd¢nt ExJniiii¢T'S RLPOrt Starement of Financial Aetiviiies Balancc Shect Notc.% to thc FInnclaI Siatcmcnt5 7-13
CARER SUPPORT FURfsESS LIMITED RF.PORT OFTHE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2024 Thc truslecs who arL also dircclors of the Lharity for thL purposes of the CdmpllniLS ALI 2006, prLsci)I thcir repL)rt with thc rindnLidl %l&ileinLnls ol. Ihe Lli4krity lor ihL yLaT ¢nd¢d 31 March 2024. The trustees havL adi)ptLd iliL' pr()visions ol'ALLOILnlinb and Reporting by C'haritics.. Statcinent ot Rccommendcd Praciicc applicable to chdritie8 prcparingT ilicir arcnunt.% in accnrdance will) tl)c P'inancial KLPOrtinb Standard applicabl¢ in Ili¥ UK and Ilcpublic of Irclaiid IF'RS 1112) IcffLCtiN'c l Jaiiuary 20 I YI. ()B.IECTIVE.4 AND ACTIVITIE.&i ObJ¥ctlve5 and aims CLirLr SLippun Fiiriiiss Limilcil Was.. Lbiahli%liLd io suppori UITrpdid CarLrs wliu urL l(Tr()kiiig allLr d PdrliiLr, rLlalivL ur Iri¢iid wh() Lhrough illnL%s vr di.4ahilily caniii)t managie at h()me wiihi)iit help. oriers: a w'idc rangc of .scrN'iccs to mcct d)e individual needs of Unpaid C'arcrs includiiig.. Infonnation. Suppori and Practical Scn'icc%. 15 gi)verned.. by a Board ol'l TU.%tLc%II)ircLiur% which MLLI on a rLgular ba.%i.5 lo lonnuldtL and approvL policy relaiinby to all ml8iliin Statemcnl.. Lar¥T Sui)p(Iri F'uniL% will w()rk lil idiiilify Uripaid L'ar¥rti diid Liidhl¥ ¢li¥iii li) Indiia&yL tlieir Cdriiigi r()Ic with .4tspp()rl Ir()m a irui%t-wi?rthy Iirgaiii%uiiiTrn pr()i iding u rai)kre ()I'qualily.%¢rvi¢v.4 ynd dLtivili¢%. whiLh Ldn he iail()r¢d ii) meel indii'idiiil need. TIIL aLllVItILS %LI tti LndhlL U% ti) MLLI ()ur i)bjLLtIVL are.. Pi'vvisivn ut. C'drcr A%%cs%incnt.%. All ljniiuid Cur¥rs (Adult. Pdrcnt and Young CUr) rcLCiVC an of. thcir nLLds whiLh Lii4iblLs LIS IL) IiirbTLI IhL SIIPPOM II'L ullLr. PruviSlLin ul-C'oiiiiiibTLnLy Pluns ILTrr Aduli C'EirLrs. Iii IhL L vLni ol. dn emcr¥LnLy. thL pldn LnsurLS ihL PLTSon IhLy LarL lor is bdli. Cnrcr Suppr)rt Scrvicc Adviqcrs offcr onc-to.nnc support lo Adult llnd P21 renl C'arers. Youi)s Carcrs Support woTkrr offcr on¢-¢o-on¢.4upport lo Younb Car¢ri. Wcekly drop-in support group% for Adul( Cdrcr.¥. DLlL1Ld WLLkly IIIipdid CurLI'S LdlL.% I() Lll.%ufL l)ulrLdLlI lu dll dfLdS Ill. buriiLS%. Woikly dflLr-sLlic)(Il gri)up4 li)r Yijung C'dfLrs. Rcg?Iilar Ilnpaid ( arcr n¢le11Cr. Scho()I holiday nciiviiics prngrimmeg lor Yniinbb ('arcr8. slynposiin Unpdid CurLrb to %tdtutOry bcfviccs dnd other not for profit Or¥1.allon5 for support with thcir carin rolc. Pul)Ilc bLinLbllt The tru%lccs c()tifiriii ilial Iliey IiLive L()mplied willi their dilly Liiider seLli(111 41211)filie C'hdrilie% ALI ?11 I I til hdve dLie re¥41rd li) the piihliL beneli( ¥>iij(IMnLe piihli.%hed by the ('liiirity ( i?mn]i$lIin nd Liiri%ider Ihdt th¢ PUT.%lJlt ()f Ihe ()r¥dni.4i1(ii)ns uim through thc activitics dc.%cribcd abovc is con%isteni il)crewilh. ACHIF.N'EMENT IIND PF.RF()RMANCE CharltAblc af tlvltlc5 All AgLid C*rers Support Si'rwices Qur current main contract started in April 2U23. Ihrough a sub-contract agreemcnt with Carcr Supi)ort Cumbria who hold the contraci to dcliNcr ihc "All Agc Curcr4 Contr¢[ with ihe newly fornicd Wc4rmorland and Fumc.4% Council and ihc oj'gaiii&ation c(TrntLllUCS to upcidte within a dLfillLd budgct and w¢ iiidijitaincd thc maniigT£n1cni uf thi& budbFCi cff¥ctivcly ov¢r the past twclvc Jiionth%. Page I
CARF.R SUPPORT FURNF.SS I,IMITFD REPORT OFTFIF. TRUSTF.F.S FOR THE YEAR EISDF.D .1 I MARCH 21124 All Carcrs Supporn Scrviecs camc under ihe samc depar(Incntal heading: 'All Aged Carcrs Support S¢rvic¢s" w¢ continue to ijildjli (IIL dLIjvLI-y ()1. sei'viLts dii-Lxily lu Aduli diid Yuui)bg LiifLfs £Liid LdLh h£id dLdiLdlLd Nidll. duriiigi 2023 2024 tu %uppi)rL our work. 'e Iiave c()niinued Iii deliver all É)ur services ta our ci)n)muniiy using a Iiyhrid mi)del. proi'iding support .%enwices hoili virNally and facc-to-facc, this dclii'crcd 8UPPOrt cnablcs all Unpaid Car¢rs, our siafl'and volunt¢¢rs arc fully considcrcd rcgarding any risk und rLlli£lil)Ld wfL (L.4 pos%iblL. Adult & Parent Carers Support During thii tinanLial yLar our work wilh Adult and ParLnt Car¢rs dLliverLd through d hybrid sysILm of lac¢-to-tacL' dnd virludl %upporl. Uiir ILdlll JLlivLrLd dirLLI %UPPL)ri by L()niplLtiiig 7¥2 IiLM. C'dfLr A%%L.%%IIILlI(%. 854 CdfLr RLvittw% aiid supporied over 1.51)11 Adult C'arers during the period. To deliver IIIL.%c crI.1Cc wc liad fiv¢ Caicrs Supix)rt Advi8cr.%, a part-liinc Carcr% Hcalili Co-ordination Workci. un¢il D¥¢cmbcr 20?.l ivho4c rL4pon%ibiliry is ro work with heulth proles%ionul% their teum.4. u pdri-iinic lolun(eLr Suppori Work'er '11h d d¥dic£LILd tLytTL of X Vvlunttycrs, Oiir Vi)liinlLLr tcam h1£ VL bLLn 41LIivLly inv()Ivcd siippi¥ning oiir ()hjLLIivcs SLlPPOrting¥ CarL'r.4 Ihri)ugTh ()iir C41fLr 8iipp(In (rruups, Cdrcrs Awyrcncsb F.vinls, luiidraisiiig dnd u¢ Ihc CdrLr Cafcs. Tliih area i)l- wiirk li)r ilie twelve-iy31)iitli iieri(Id Iiii% heen funded Vid Cl)ntraci fri)m C'arers Supp()ri C'umbrid IWesiiiii)rland ai)d urncss C()uncil i. Thc Elib Loiiery C'ommuniiy Pund and donaiions. Y&un% Carers Support Duriiigi tlii.s lindnLiJI yLdr uui. work willi Yi)UllbJ CJrLr.% dLIivLI'Ld Iliroubli il liybrid .4y%lLllI tlirvubli ¥.()ung? C_'dfLI' A%s1%sin¥nls. Yvuiigi C'drLr RLVILW&. pr(Ividiiig? IdLL-l£i-IdLL JITrLf-SLhuul btrfuups. '11)d SLhuÉil l)uliiJay d¢livity probyrJinmcs To deliv¢r (he. 4¢n'Ice wc had a Icam of four Ynun¥ ('arcrs Support Workcrs. This arca of our work 14 fundcd via contract and b)rant% from C"ar¢rs Support Cumbria IWc.%imorland and l.urnc4% Council I, Sir John Fi%hcr Faund6ilion an(1 u numhcr ol'nthcr %mdllcr ¥runl awdrd% dnd doniiiion%. Our "All CurLrs Support ServiLcy" are oversccn und ii)unubtcd by our Cur¢r¥ Support ScrviL¢s M*Lnagcr witli support Iruiti oui. LliiLI' ExL'¥uliv¥ oifiL¥r thid Adiiiiiiistrdtor. FIYANCIAI. ItF.VITr.W Rexer%e% piillcy ThL nJtui'¥ ol. thL Lhariiy'4 &lLiivili1s wilh vJri£Lblc inivmL .%lrLdms. aiid what ai'L LysLntidlly I IXLd UXPLdi1UrL Lommilm¢nis, C'liurily lo bL lliaiiiigiLd LIlLtivLly. lh¢ Trus1¢¢ts havL LvniludLd Ihul 11 is llLLLbsary Iv Inainiain J GLllLrdl Fiind iquivalcnl 10 At 31.%1 March ?11?4. this woiild amoiini to L l fy?.O(Ml c()mpared to the halanee fund nf £225,651 {21123.. £2.fj4,111)41. ThL ciintrd¥t with ('dfLr %upp()rt ('umhria, l() pi()vidL sldlu(i)ry s¢iwi¢i.4, ()n hihaifi)I' WL%lm()Il&nd dnd Ctyuncil. in conncction wilh Ihe u%se%smcni ol'Llnpuid Cllrer4 ccJs¢5 in Murch 20?5. All par¢ic% 10 thL coniruci thrc currently in discu4%ian tv a%ccrtain how thc contraci %hould bL .%LI LIP fi>r (he tuiure. lJniil Ihc tcrm% of thi% ncw dgyrLcmLni arc in place the exaci lomi ol. ¢hc Lh4triiy In tliL tutui'c cannut hi ditcriiiinld biii it ib LurrLnily dntlLIPdlLd th11 IhL L()ntraLt will r()11 oi'¥r fcir a PLriod ul. dt l¢abl h illonihb lo ciiablL morL iimL lor th¢ cxacl iialurc of any ncw contraLI to be lully disLussed aijd dgrccd. FUTURE PLANS Curcr Suppori Furnc%% i.s now workinb throLigh its 21123-21125 Busincss Plan aims and objcctivcs, thc plan includc.g an analysis of i(% %ircn¥th%, wcaknc%sc%, thrcat4 and opportuniiies. In additiiin. and to cuinplemcnt th¢ kcy busincss objeccives stared within thc Busincs5 Plan. M'L have ideniilied the following kcy targits.. Page 2
CARER SUPPORT FURNF.SS LIMITED REPORT OF THF. TRUSTEES FOR THE YEAR ENDED 31 MARCH 2024 Mgintain and develop the"All Age Carers Support S¢rvk¢¢5" th18 incorporatcs support of all Carers (Adulis. Parent aJ)d Youiig Carers). C()iilinuc tn mnllitor and develop Carers Siippi)rt ServiLes (() ensure they are appropriate and prnviding piisittve utcoincs for Carcr8. Maintain financial .CCur]ty and sustainabtlity. We can report thdt Carer Support Cumbria was aivarded thc "All Age Carer% Scrvices" Contract from Westmorland c1nd Furne%.% Cuunlil tts d¢livcr thi% iontrdLt dif055 thc Furnc%s arcy trom April 2023 until March 2025. li i.s cnvisagcd that this Coniract will b¢ ¢xt¢nd¢d by a six-month period un¢il ScptcmbLr 2025. STRIICTIIRF.. G()VF.RNANCF. AND MANAGEMF,NT (Toverning dncument The c(Trmpany is in¢ui"poiatcd undcr t])c Cotnpani¢s A¢t 1985 a.s a company limitcd by guaraniee and not having any share L41Pitdl. IL% Tw%tcL"% lieing tliL DircLior%. Orktanlsatlonal Struct¥re The chariiy is governed by a Board ofTrustees/T)irectors which meet on a regular basis to formulate and dpprove poliLy relating to all areas of the C-ar¢r Support Furness activities. Thc BoaTd of Trusiccs, Chicf Exccuiivc Officcr and dcpartmcnthl tcams arc supponed by our administration tcam. Wc haN'c onc full-timc administrator who 15 managed by thc c.hicf Exccuiivc Officcr. Thc Board of Trusiccs arc mddc up of Unpaid Carcrs. ¢x-Car¢rs and working and rctircd profcssionals. Responsibility for day lo d&) managLm¥i)l ofcarci. Suppon Furncsi is d¥l¢gat¢d undcr authority by tl)i Board ol-Truslccs lo ihc Chicf ExccutivL oiriulr. l)ay Iv ddy opirali()nal rL%p()iisibilily i.% d¥l¢giap IL'd uiidLr autli()I'ity t() IhL Q'.arLrs Supp()ri SLfviLL4 Mandglr. Working with Other Agencies Carcr Suppon Furncss has a clo.%e and est41b12shed workinbF reldtionship .11 the other Unp41id Cer or&*dnisations within Cuinbria as part of th¢ consortium. Carer% Support Cunibrid. Wc alsu hdve establi%hed Lluse workingy reldlionships with Cumb¢rland and Wcstmvrland and Fum¢ss CounLils, LJnLashire and Suuth Cumbrid NHS Tn)s(s and drL an aLlive part of key groups Inokiiigi at delivery of %crvices t() support Unpdid CarLrs in Cumbri<l. WL (Lftr dll <lLtIV¢ diid respcLltrd or¥diiibaiii)11 wlio w()Ik% with ()Lher 'Nol lur Prulil. urgdnisdliuns in Ihe purbuil of supporting Unpdid Carers and improving our wider Lommuniiy. Duriiig this r¢port P¢Tiod Carei Support Furness was a niember of Carers UK. Risk management hci¢ dppfupTiat¢, systems, policies and procedures have bccn csiablished to mitigatc the risk thc Charity faccs. Financial riskq are ciiiitri)IILd with internal conlrols Viii ihe Tjuitrd ofTrusiL¢.%. ThL key risks identiliLd by the trustLLS are.. Ilealth & Saf¢ty policies and procedures are in place io ensure safety to our siaff, volunteers and services users. Saf¢guarding of Trulncrdble and young people. All of the irustees. employces and voluniecrs hold valid ccrtificates from the Di4clo.4ure and Barring %erviLe. Approycd by ordcr ofiliL budrd uf INsLe¢ts on 6 DecLniber 2024 and sigiied oll its bclialf by.. Mrs J Preston - Trusice Pagc 3
INDEPENDENT EXAMINER'S REPORT TOTHE TRLSTEES OF
CARF.R 4UPPURI' F'IIRN&'.55 I,1117...
Independent t%amlner'¥ report til the tnistees of Carer Support Furnes5 I,Imlied I'the C.OTnpanTr')
Respnnslbllltles basls of repnrt
tlIL Lhiirit! % Iru.%iee.% ()I' IhL C'i>mpany land also lis dircLtoTh lor the puryJosCS Ot. company lawl you arc rc%pnn%ihlc li)r
thc pr¢'p41ralion ot'ih¢ uLLounL% aLLord<lllLe Iviih Lhe rLyuiremen(s' ul'iliL C'omp<illi¢s AL(20061'ihL 2W6 ALI'I.
I lavinbi *atisfied niy.%elf thai tlie accounLs i)f ihe Ci)Inpany are nnt required to be audiled uiider ljan 16 of the 2U116 Acl
nd irL L11blble fnr in(ILPLndLlli LXk)niinn1in. I rLy)n in respLCI of my exllmin21inn ()f )aiir chariiy's aCCnLilli4 a.4 crtrried
oul undcr Scction 145 ol- thc C'haritic% Act ?01 I I'tlic 201 l Act'l. In caryiny out my ¢xamindtion I have tollowcd the
t)iiLLiions given by the C-harity Ciiinnii4sion under ScLtion 145151 Ibi of il)e 2011 ALI.
INdcpcndcnl cxamlncT'8 St4lcmenl
SiniL YOUI. LhLiiIIy'% ITiLOIIIL Lx¢¢cd¢d L250.000 your cx¥iMincr musi k a mcmbcr of a li%l¢d body. I cun continn
thdt l am qualilicd tiTr undcNkL thc Cxdinination bcLau%c l a Incinbcr of the In.%tituic ol. C'harterLd ALLOUlltants in
Iiglaiid diid WalL%, wI)iLII 1% i)IlL Ibl'iliL liblLd Ix)diL%.
I have ci)mpleled my examii)aiion. I confimi thai no matt¢r8 hai'e c()me In my attciition in cnnnec¢ii)n with ihe
¢xaniii)atioi) biiviii&y mc caLL4C to bcliLvc'.
aLLL)unrinbF fcLLirdN wcrL I)Lii kLpI in ie.%peLI ol'il)e C'ompuny requir¢d by ScLlion 3x6 L)t'tl)e 2006 ALI; ()r
IhL Ji¥()tsnis do nul 4lLLI)rd wilh Ihu%L' fLLords', ur
Ilie clLCI)uiiis d() n()1 LOlI)ply w'itli tlie aLciiuiiiingb reqiLirein¢nis nf .S¢clion 3VJ(? ol. ilie 21MI(? Act oiher tlian any
rLqLiifLIIILllt ihat thL ULL()Ullt% &pivL u truL" und liir VIL'W whiLh 14 ni)t d niiiiiLf Ll?n%idLrL%I kl5 Pdfi (Trl. un indLPLmdLni
Lxaminiition.. or
thc dlll)unt% havc not bccn prcparcd in aLLordanLC Wlth the mLthud4 (Lnd prinLipl¢& ol. Ihc Ststcmcnt of
RLLOlnlllLndLd PrilLIiLL Iiii- ilLLounliiib &Lnd rLP()riiiib bv LIILirili¥.4 lappliiJl?IL II) Lliill'lllC'S I7fL'P
C.ARER SUPPORT FL'RNF,SS I,IMITED SI'AI'LMENI. ()Tr FINANCIAL AC'I'II'I'I'Ifr:S F()R THF, YF,AR F.NI)F,D.11 MARCH 2D24 31.3.24 Toial 31.3.23 .1-01 Uiir¢stTiCted ti11i114 Re.stricted INCOMF. AP*D ENDoW'METs FROM 1.753 250 2,IM13 5,711? Charltable Actlvltle5 LLir¥r Supp()ri 249,996 58,398 308,394 357,$25 Inve.5tment income 503 3.18 Total 252 152 s.648 310.YUU 363,565 EXPENDITURE ON CharilablL' Activitlcs CIL rer Siippnn 27.1 ()h.s -31.5,747 NET INL()fviTr:iILxpLNDI'fL:RL) Tr#nsfer5 bctwcen funds 121.7131 17.(Tr3111 {18.(1061 {2Y.3431 47.Xl1S 12 Ncl movcmeni In fund5 13.1071 126.2301 12Y.3431 47.81¥ RF.CfJNCILlIlTII)N UF FUND. 216,721 38.273 254.994 207,176 TOTAL FUNDS CARRIF.D FORWARD 213,614 1),037 225.651 254,994 Thc notcs forni part of these financial staicTncnts Pag¢ 5
C'ARF.R SUPPORT FURNESS LIMITED
BALANCE SHLLI.
.11 MARC"H 21124
31.-3.24
31.3.23
Unrestricted
R&stricted
tui)d.4
FIX&'.D ASSLTS
4.164
4,164
1,153
CURRF.NT.4SSETS
PrLpiivinLiI15 Liiid IlL¢ru¢d iiiivrnc
La%h ui hatlk And in haiid
606
21 %.467
60b
23U.SIJ4
I11.Y50
?3y.-SyII
12.11.17
219,a73
211.110
25R.5.3n
C.'RF,DIT()R%
An)11111)14 f111l17y due within on¢ ycar
11).6231
IC),h23)
14.611()1
NF.T CIIRRF.NT A.SSF,T
211Y.4511
221,4%7
7S3.X41
TOTAI. Al4¥>Tr.'rs CURREN'r
,IARII,1I'1Tr-.,
213,fi14
1 ? 11.17
225.fi$1
2£4.9()4
213,h14
1 ?.11.17
225.hfj I
2$4.VY4
Uni'LS(fiLtLd lund
RL%lriLtLxi luiid8
213.(114
12,1137
21().721
-IX,273
TOTAI. FUND.
225.h51
?$4 ()1)4
ThL Ll)urildblL ¢(>mPILIIy 15 inliilLLI lu cxcinplion froin audit undLr SL'Ltion 477 uf ilii CumpuniLS ALI ?11116 fur ihL yLar
endcd.I l Marcli 21124.
ThL mcinbLrs huvc n(11 rcquireil Ihc cnmpuny tn ahtaiii lin Iiudil nl. ils linthnciul %lul¢m¢nL% tnr thc ycor Lnded
31 MwLh 2024 in aLLorddllLL with ScLtion 47(J ol'thc Coiiipttnics Alt 200().
-IIL inislLLS d¢kiiiI.l¢dy¢ tlicir r¥spuiisibiliiicb for
en%iirin&p tli¢l1 Ilie Llill ri111 hle compaiiy keeps accniiniii)g¥ re¢ord8 thclt cnmply witli 8eclinns Iyh ii)d _IX7 r)f the
C'onipiiniL% Aci 20D(Tr &ind
prepuriiig linancidl %lJtcmcnts whiLh givL d tNL
C.4RER SUPPORT FURNESS LIMITED N()'I'b.S'l'()'I'HE Tr'INANCIAL S'I Al'EIEy7.. FOR THF, YF.AR F,NDF.D.11 MARCH 2Q24 ACC()UNTINC. P()LICIES Basls of prcparln% the flnan¢l#l st4temenls ThL, fin4uILial s(dl¥mLnls of thL L]ilri1blL ¢uJnpJiiy. whiLh is a PiLbliL bcncfil Lntiiy undLr FRS 102. havL be¢n prepared in accordance iviih the Cliarities SORP I PRS 11121 'Accountinbi and Reporting hy Cliariiie.4.' Statem<nt ()I- RLL()niniLndLd Prd¥tlLL dppliLdblL to LhdriliL.4 pr¥paringi tIILif dLLuunL4' iii dLL(IrdanLL wilh LhL FiiianLidl Repi)ning StiLndtLrd upplicablc in Ihe UK und Rcpublic of IrLI(ind IFRS 1021 IctleelivL l Jillludry ?0191', FindllLiiil RLporting Standard 102 TIIL Finaniial Repurtinb StJndJrd appliLablL in thl UK and RLpubliL DI. IrLland' aii(J IhL L'umpdnils Act ?006. TI)L fii)dllLial sldlLiii¥nls l)JVL b¥iii prcp¢irLd undLr lh¢ hisluri¥Jl Lust Lonveniion. Thc findncial .4thi¢mcnts arc prcparcd in Sterling. which is thc functional curr¢n¢y ot'ihc charity. l.arLr %uppi)rt FurJ)L.%.% Liiiiil¥d 1.% d bi)11)i)any liiiiilLd hy &yudi'anlLL, rLbi.%ILfLxI in Etigldlld wi¢J WalLS. Iii iliL Lv¢ni ofihL Luinp4sJiy biitigi wi)uiid up. thL li'ibiliiy in ri'spLLI of(hL klUcifcintLL LS limilL.d io Ll LdLII. A kcy c()iitrac¢ 1% diiL tn LxpifL 111 March ?n25 aiid di.%Lu.4si()i)% ar¢ Currciltly LindLtway with Ilic fuii(Icr rcgiardinb thL IuiuiL' ill. (hi¥ L()ntrdL( wliiLh .4liiiul(I l)LLI)IllL LvidLnl i)VLT IIIL n¥xi L(iupIL Ill. mi)n(h% ThL Lhdriiy NulliLILfLI availdl)le ltijids tu any untundcd Lu%I.4 ivhil41 ncw inLC)me %ircuim.¥ und thc Loiiipany %tNLwre urc LvnsidLred and Ihe dLiouni& huvL thcrcforc bLLn prepared on u guin LonLcm bdSIS. All inLoi))L. iiiLlu(linb gwrant in¥()mL, i.% ruL()gni%Ld in tliL SiutLiiicnl of FinunLidl ALlIN'ItILS onLc thL ¥hJrity h& LiiiiIILill¥i)I ILI ili¥ luiidb. li 1% pr()bablL thdl (hL 11)iuinL will bL rLLL'iVLd di)d ili¥ iiillvuiii Laii bL niLasufLd rLlidbly. F.xpendltur l.iubililiL% LifL r¥¢ugni.¥LII CXPLnditurc as Lhcrc is a Ic8dl or construLtivc ubliguti¢)n Lommitting the Lhdrity lu ihdl LXP¥I)diiurL. il 14 pri)bablL ihal d translir ot. iion()IniL bL'liLtil.% will bL' fLquirid in %¢idLin¥i)l aiid h¢¢n Llds%ilied IiiiilLr heHilingJs Ihiil ilg'&JregLIIL (ill Ll)4t rL1411e(l iii the Liilegi(iry. Th'IILre Ll)sl.4 Ldiin()I be direL(Iy a¢¢ributcd li) particular hel din¥% thcy hai'c bccn allocaiLd to aeiiviti¥.% nn a b&¥i.% con.si.%tcnt iviih the usc nf rc%ourcts. I'an%lblL. flIL.d X%YL¥ts l)Lpreciatian is prnvidcd at the following annual rates in ordcr to write off each a&sei nvcr IL4 ¢Stimatcd uscful FixiurL'S diid fiiiillbJS Con)puter ¢quipmcnl 211'/u l)n Lubl 33n/n on cosi Taxatlon Thl ¢hilY is ¥xcmpi from Lorporaiiun tax un ils charitdblL aclivi¢ics. Fund Ace<>llntln% Unrc.%tri¥tcd tunds Ldn bL used in ULLordunLC With th¢ charitablc objcLlives di thc dIretion ul'the tNstLC4. t)esibvnaied funds are unr¢strictcd fullds tliat ihe irusiees liave set asid¢ for a partiruldi. purwse. Rc.%tricicd funds Cdli only be uscd for pdrtlCLi1& r re.%ti'iclcd pury)0.%¢s H'irhin thL objeci.4 ol. Ihe ehuriry. Re4trieiion aris¢ whcn %p¥citicd by ihL donur ur when lunds dre I'iti%cd lor partiiulJi' rc4ti'iutcLI purposc%. HlrL pufLhllsL' IL'll%lnx Liimmltmi'Nt Rciital% paid uiidcr opLri11ing ILasL% arL ehargcd to the Stsltcmcnt of Financial Activitics on a straight linc basis ovcr the pcriod ofthL Icd.4e. Penslon L'tssts And (bther po%t-retlrement henefits The charitabl¥ ¢nmpany opcratcs a dcfincd contrihlltion pcnsion scheme. Contributions payahl¢ tn th¢ charilahlc company's pcnsion schcme are chargFcd to ihc Slement of FinHncial Activiti¢.% in thc pcriod to which thcy rclatc. Pag¢ 7 contimucd...
C.4RER SUPPORT FURNESS LIMITED N()I'ES I-() I'HL Tr'INANCI.4L.SI'AI-EMLN-I'S- continued FOR THF. YF.AR F,NI)F.D.11 MARCH 2024 DONATI()ryS AND LEC.ACIES 31.3.24 31.3.23 Donations 2.003 5.702 IP4VE%TMENT INC.OME 31.3.24 31.3.23 Bdnk inleresl 503 3314 INCOME FRO] CHARIT ABLE ACTII'ITIES -11.3.23 Activity Cdrcr Support Car¢r Support Fees reccivcd CJr41nts 249,996 58.398 208.450 149,075 lQ8.394 357,525 CJrdnL% reccii'Ld, includcd in the above. are follows.. 31.3.24 31.3.23 Sir Johii Fish¢i Fuundiiliun ('umhria Couiil}' CnunLil - Piiverty ReduL(inn Cirani Cun)bria Coiinry Council - HOchold Suppon Fuiid Cumbria Cuunry Council - Flospiial Dischargc Ilome Recovery Schcmc Cuiiibria Cuw)ty Council - PrdLtiLal Suppurt SLII-Isolation Gjznt 15ig L(IitLry Pri)jL'iI- HLalLh C()niicLIi()1)5 westmor1lnd & Fumcss C'ouncil The National Lottery C.omniunity Fund Othcr 15.000 15,INXI 411,tKxi 25,onn 7.905 22.100 36.720 34,Y32 8.466 2.350 58.398 149,075 NF.T INC.OMF.I{F.XPF.NDITUREI Net incomellexpLnditure) is stated aftcr chargill(Cr¢d1(I)". DcpicLialiun - owied asscts Hii'c ol. Pl71 Jiid nidLliiiieiy 1,998 6.387 2,467 7.3114 Pag¢ S ontinu¢d...
C.4RER SL'PPORT FLRNESS LIIIITED NI)I-LS I-()'I'Hk Tr'INANCI.41..¥>l-Al'EME%I-.S-funtinued FC)R THF, YF.AR F.NnF.D_II IIARCH 2024 TRUSTEES. REIIUPiERATI()fi AND BENEFITS There were no truees. remunerniion or other benefits for th¢ year ¢ndcd 31 March 2()?4 nor for thc year ended 31 March 2023. T51¢¢$, expen ThLYL' wer¢ no 1rnsieLS' exp¢rL4¢5 pdid for th¢ year cndd 31 Manh 2024 nor for the vear ended 31 MarLh 2023. ¢iT AFF C().¢iT. The avcrdge monthlv number of employees during the year was as follows.. -11.3.24 31.3.2.1 Manag¢ment and adrnin Carcr supw)rt 10 12 13 No Lynployces received emolumcnts in excess of £(.[. Thc kiy Jlldnd¥iii)Ini pcrwnn¥l ol- th¢ clwity 1$ thc Chi¢l- Oaling Ot?ILxY 0 rcccivcd cmploycc b¢n¢tiL% amounlin¥ lo L41.433 120?3- L37.3961. C.()MPARATllffF.S FnR THF. SiTATF.1IF.T OF FINANCIAI. ACTIITITIF.S Tutal full4 funds INCnMF. AND F.NDnW'NIF.YTS FRO1 Donation% Icgacic 5.702 5.702 Ch#ril#blc' *ctlviiSes carLr.%ilpjrt 252,767 104.758 357,525 Inv¢5tmcnl incom¢ 338 33 Tot41 25Y.X07 104.75X 163.5h5 F.XPF.DVT[IRF. ay Ch#rllable #crii'itles Carcr.SuprrtTrrf 208.219 107.52H 315,747 i%ET INCOMEIIEXPENDrfiiRE 50.588 12.7701 47.818 RF.CUYCII.IATIC)N OF FIIYDS Tothl fijnds brought lorward 166.133 41,043 207.176 TOT.41. FUNlkS CARRIF.D FORIVARD 216.721 38,273 254.9()4 Page 9 continu¢d...
C.4RER SI'PPORT FLILNESS LIMITED NOI'E.S I'() 'I"HE Tr-IfA%CI.&L SI'A-I-Tr' NlTr-Pl'S- continued FOR THF. IT.AR F.JDF.D.11 MARCH 2024 TANCIBLE FIXED A.&SETS Fix1U Plani and maLhiwy Cornputcr equipm¢nl fillings" Toiali At l April 2023 Addirion 3.633 7.2117 3.365 7,107 18.027 At 31 MdfLh ?0?4 .1.633 10.65? 11.751 ?3.036 DEPRECIATION Ai l April 2023 C'h¥¢ l(Ir yr 3.599 b.X93 l.(K)2 6JX2 Y.3fi 16.%74 I,WN Ai 31 March 2024 3.599 7.955 18,872 F.T RI)QK I'AI.IIF. Ai I l March 2024 34 2,6Y7 1.43.4 4,164 Ai 31 MarLh 23 34 394 725 1.153 10. CRTr'.I)IT()R.%: AM()[INTSi FAI.1.1( DUF. IVITIIIN [)F. I'LAR 31.3.14 31.3.23 Trudc Ln'¢Jiiors &K'ldl SLLUriiy I uihcr i&xL 3.379 2.4.1() AccniLd expen 9.623 4,h119 LEASING.4GRF.F.NIF.NTS Minimum ILX%¥ pdyfftLnl% uniky n()n%LLI1bIl OPLfdlin¥ Il- Idll duL l(ylli?Wli 31.3.4 31.3.23 Within ()n¢ yLar BLfftI'LX'n onL and five yeurs 111.59$ 3.750 19.61 22,345 2?.345 41.Y63 Pagc 10 ontinucd...
C.4RER SUPPORT FLRNESS LIMITED N()TE.S ]'() I'HE Tr'INAf44CIAL SI-AI-LMLNI'.%- Lontinued FOR THF, YF,AR F.NDF,D.11 MARC.H 2n24 MI)VEMENT IN FUNDS Nct movcmcnt Lll lunds Transfcr 1K1.¢¢n funds Ai 31.3.24 Ai 1.4.23 Unrestrleted funds Ci¢neiul tund Young IDL%ignutLMI) 216.721 113.4fiXI 18.2451 15.75X I 24.364 197,495 16.119 216.721 1?1.7131 I X.606 21.1,614 Rcstrlcted funds ruimc4s ( Jr¢r Younbi LarLfb 15.241 10,0 5.4.14 115,2411 2,037 15,4141 12.U37 Carcrs I Icaltli L'()iinLetions KitchLn RLfl.%h1C1it 3,365 .1.3651 311.273 17.()3n} I I x.(A)fi I 12,D37 TOT.IL FtIYD.S 254,994 129.3411 225.()51 Nel muv¥minl in funds. inLludcd iii th¥ dbuvL urc fullows.. Iiiconiing rLlil)ufLLS Re.)ur£e.4 Lxp¥nd¥(I Moveiiiei)t in tuiid Unri'strlcli'd funds (ienerdl liii)d Ynunb ( IirLrn Ir)C%igTnatcdl 252.252 1265.72111 ,?4.$ } 113.401¢1 252.252 1273,9651 121,7131 IiL'&trlLtod lund Yoiing? CarLr Poverry RLduction Cirltiii C'drcr4 H¥dlth C'vnnLLtion HLIUSLlii)Id %uppiirt biiiid 15.4141 112,()991 134.9321 15.4.341 14,2331 8,4()() 34.y.l? 511.64¥ Ih6.27141 17.h311 } T()TAI. FUYD.S 13411,243) 129,143) Page 11 continucd...
CARER SUPPORT FLRNESS LIMITED N()I'E.S-I'() 'I"Hb' Tr-INANCI.IL S-I'A'I'EMENI'S- £untinued F()R THF, YF.AR F.NDF.D.31 MARCH 2n24 12. M()VEMTr"NT IN FIJNDS- Lontinued CompArBtIvL&S for movemcnt In funds Net ni()VLlliLnt in lund. Transfer bL¢w¢Ln tiind. At At 1.4.22 Unre%trlclLd fund% 172,742 3.114 119,61YI I I U6.3X41 112? 1541 13.84X I 19.61 10(Tr,3X4 21(),721 urne.4s C'arcr4 Young IDc.¥ibmdtL.d) CASS 166.133 50,5811 21().721 Restrlcted funds UMLSS C'arLr.% Y()iiiibi QiirLrg Povcrty Rcduciinn (irani Carcrs Ilcalth C'onne¢ti()ns ?4.()35 1fi.411% l Y,()O(? 16,411K) 5.414 41,IH3 12.7701 T()T.IL FLlTrDS 2Q7.176 47,818 ?54.994 ConipuruiivL nul mov¥niLnl in tund%. includLd iii ihL uix)VL drL' lulluw%.' IIL%()ufLL LXPLn(ILd Mi)i'eiiiLti¢ in liinds Unri'slrlcti.d fund5 253,1115 3,84% l.N.$4 172,74 1,84X LImL ('arers Young ID¢4ignaied) C'ASS 1?1.4721 l 0(1,3X41 { l OlI,JX41 258,1107 ?IIX.21 () } 50,5K8 Restricted funds FurnLS% ( aiir4 Y()uiigr l JrLr Hou5LliolLI Support Fund Poverry IledLILtii)ii (iraiii Hospital Di%charbJC Hi)iiie RccovLry SLli¥mi Cdrcr% Hcdlth C'onneLtion. 16,029) 121,411H } ?£.IHMI) 1.14.566} 16,0291 1fi,411¥1 7.905 I f.X53 17.9051 112.620) 4,233 I IM.7511 11117,5?X ) 12.7701 TOTAL FuDs 3fi3.-f 6$ 131q747) 47.818 Yi)iing Ciirerf l(le%igtl¢ile(11 fiiildiiig sel asiLIL IiTr siipp()rt ()Iii' Yliiing C£?fLT Siipp(11l priijeLI wliicli is Liirreiitly partially %UPPOnLd by thc Sir John Fi%hcr Fnundaiinn. T)uriiig ihc VLar Ihc irustcc4 dc.%ignatcd £24..3IA fi]nds towardi this project. Yi)ung Qurer% - li]ndiiig' Ir()m thL Sir J()hn Fi%hLr F()undution io %upp()rt Our Young. LArL'rs, inLludingy li rnngL ur arlivllics for ihcm to lakc part irl. Pag¢ 12 continucd...
C.4RER SL PPORT FLRNESS LIMITED N()TE.S T() I'HE F"INANCI.4L fiTAI"kMTr'Pl"S- continued FOR THF, I'F.AR F.NI)F.D.11 MARCH 2024 12. M()I'EMENT IY FUND.S- continutd Caru.s Hcalih c.onnections - Nahonal IA)ttery Communiry Funds io empy)wer carers to beffer managye the iMpt ol- LdrinbT on ihLir mental and physiral ivcllking: lo carcrs rol¢ has- le&s impact on their social. wo1. rinancial and family life and io rLyluce carers fLYlings of loneliness and isolaiion. Household SUprt Fund I Poi'erty Reducii(Jn Cjrant - pmvi.sion of food vouchers and orher support to enable carers w vnert their hwsehold bills. 13. R Tr:I.AI'Tr.I) PARTI. I)1SC'I,(>%UR Tr.. Thcre w¢r¢ no rclaicd party rwisaclioThs for thc ycar cndcd 31 March :O?4. 14. INDF.PF.NDF.YT F.XAIIIliF.R FF.F. The indcpcndeni examination w&% pcrfornied by Jr. Ilornby & Co and the financial ststements include fcc% of £1.293 12023 £882} with r¢5(1 l() ihis s¢rvi¢e. Addi¢iunal fets ul. £1.142 12023 £1.0791 ar¢ includcd loi (IthLr 'ill% pr(JvidLd hv JF Hi)rnhy & CiTr. Page 13