## ANNUAL REPORT 2024 – 2025 

Carer Support Furness Hindpool Community Centre Barrow-in-Furness Cumbria LA14 1NF Telephone: 01229 822822 Email: admin@carersupportfurness.co.uk 

CARER SUPPORT FURNESS Charity No: 1114029 Company No: 5724307 



## CARER SUPPORT FURNESS: 

Was: established to support Unpaid Carers who are looking after a partner, relative or friend who through illness or disability cannot manage at home without help. 

Offers :  a wide range of services to meet the individual needs of Unpaid Carers including: Information, Support and Practical Services. 

Is governed: by a Board of Trustees/Directors which meet on a regular basis to formulate and approve policy relating to all areas of the Carer Support Furness activities. 

Mission Statement: Carer Support Furness will work to identify Unpaid Carers and enable them to manage their caring role with support from a trust-worthy organisation providing a range of quality services and activities, which can be tailored to meet individual need. 

Principle Address: Hindpool Community Centre, Nelson Street, Barrow-in-Furness, Cumbria, LA14 1NF Bankers: CAF Bank Limited, 25 Kings Hill Avenue, Kings Hill, West Malling, Kent, ME19 4JQ Accountants: J F Hornby & Co, The Tower, Daltongate Business Centre, Daltongate, Ulverston, Cumbria, LA12 7AJ Board of Directors: Ms Nicola Brockbank & Trustees Mrs Lynne Metcalfe Mrs Janis Preston Mrs Helen Wall 



Trustees Report (this incorporates the Chief Executives Report) for the year ended 31 March 2025: 

The  trustees  present  their  report  for  the  year  ended  31  March  2025,  the  full  financial statement  is  presented  in  a  separate  financial  document  ` Report of the Trustees and Unaudited Financial Statements for the Year Ended 31 March 2025 for Carer Support Furness Limited `. 

The trustees presented in this report also act has Directors of Carer Support Furness for the purpose of company law and have served during the year and up to the date of this report. 

## Governance & Management: 

Carer Support Furness is a Registered Charity and a Company Limited by Guarantee. The Board  of  Trustees  are  made  up  of  Unpaid  Carers,  ex-Carers  and  working  and  retired professionals.  Responsibility  for  day-to-day  management  of  Carer  Support  Furness  is delegated under authority by the Board of Trustees to the Chief Executive Officer. Day-to-day operational responsibility is delegated under authority to the Carer Support Services Manager. 

## Working with other Agencies: 

Carer Support Furness has a close and established working relationship with the other Unpaid Carers organisations within Cumbria and in 2014 as partners formed a consortium, Carer Support Cumbria. We also have established close working relationships with Westmorland and Furness Council, Lancashire and South Cumbria NHS Foundation Trust, University Hospitals of Morecambe Bay NHS Foundation Trust and are an active part of key groups looking at delivery of services to support Unpaid Carers in Cumbria. We are an active and respected organisation who works with other “Not for Profit” organisations in the pursuit of supporting Unpaid Carers and improving our wider community. 

During this report period Carer Support Furness was a member of Carers UK. 

## Risk Management: 

Where appropriate, systems, policies and procedures have been established to mitigate the risk the Charity faces. Financial risks are controlled with internal controls via the Board of Trustees. 

Health & Safety policies and procedures are in place to ensure safety to our staff, volunteers and services users. 

## Objectives and Activities: 

Our objective is to provide support to Unpaid Carers to enable them to continue in their caring role. 



The activities set to enable us to meet our objective are: 

- Provision of Carer Assessments. All Unpaid Carers (Adult, Parent and Young Carers) receive an assessment of their needs which enables us to target the support we offer. 

- Provision of Contingency Plans for Adult Carers. In the event of an emergency, the plan ensures the person they care for is safe. 

- Carer Support Service Advisers offer one-to-one support to Adult and Parent Carers 

- Young Carers Support Workers offer one-to-one support to Young Carers. 

- Weekly drop-in support groups for Adult Carers. 

- Dedicated weekly Unpaid Carers Cafés to ensure outreach to all areas of Furness. 

- Weekly after-school groups for Young Carers. 

- Regular Unpaid Carer newsletter. 

- School holiday activities programmes for Young Carers. 

- Signposting Unpaid Carers to statutory services and other “Not for Profit" organisations for support with their caring role. 

## Departmental Reports: 

## All Aged Carers Support Services: 

We started of our current main contract with Westmorland and Furness Council through the Carer Support Cumbria Consortium, and we have maintained the management of the budget effectively over the past twelve months. 

All Carers Support Services come under the same departmental heading; “All Aged Carers Support Services”, we continue to maintain the delivery of services directly to Adult and Young Carers and each had dedicated staff during 2024 – 2025 to support our work. 

We continue to deliver all our services to our community with a hybrid support service of virtual and face-to-face support to ensure all Unpaid Carers, our staff and volunteers remained as safe as possible. 

**Adult & Parent Carers Support:** During this financial year our work with Adult and Parent Carers was delivered through a hybrid system of face-to-face and virtual support. Our team delivered direct support by completing 751 new Carer Assessments, 654 Carer Reviews and supported 1,535 Adult Carers during the period. 

To deliver these services we have five Carers Support Advisers, a part-time Volunteer Support Worker with a dedicated team of 6 Volunteers. 

Our Volunteer team have been actively involved supporting our objectives supporting Carers through our Carer Support Groups, Carers Awareness Events, fundraising and at the Carer Cafés. 

This area of work for the twelve-month period has been funded via contract from Carers Support Cumbria (Westmorland and Furness Council) and donations. 



Young Carers Support: During this financial year our work with Young Carers was delivered through a hybrid system through Young Carer Assessments, Young Carer Reviews, providing both virtual and face-to-face after-school groups, ran both virtual and face-to-face school holiday activity programmes during Easter, Summer and Half-Term holidays, and had 254 Young Carers registered with us during this period. 

To deliver these services we have a team of three Young Carers Support Workers and a Young Carers Transitional Worker. 

This area of our work is funded via a contract and grants from Carer Support Cumbria (Westmorland and Furness Council), Sir John Fisher Foundation, National Lottery, and a number of other smaller grant awards and donations. 

Our All Aged Carer Support Services are overseen and managed by our Carer Support Services Manager. 

## Administration Support: 

The Board of Trustees, Chief Executive Officer and departmental teams are supported by our administration team. 

We have one administrator who is managed by the Chief Executive Officer. 

Our bookkeeping activities are outsourced to our J F Hornby & Co. 

## Plans for the Future: 

Carer Support Furness is now working through its 2023-2025 Business Plan aims and objectives, the plan includes an analysis of its strengths, weaknesses, threats and opportunities. 

In addition, and to complement the key business objectives stated within the Business Plan, we have identified the following key targets: 

- Maintain and develop the All Age Carers Support Services: this incorporates support of all Carers (Adults, Parent and Young Carers). 

- Continue to monitor and develop Carers Support Services to ensure they are appropriate and providing positive outcomes for Carers. 

- Maintain financial security and sustainability. 

We can report that Carer Support Cumbria have been awarded the “All Age Carers Services” Contract from Westmorland and Furness Council and we will be delivering this contract across the Furness area from April 2023 until December 2025, following a 9 months contract extension until 1 April 2025. 



## **REPORT OF THE TRUSTEES AND** 

**UNAUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH** 

**2025 FOR** 

**CARER SUPPORT FURNESS LIMITED (A COMPANY LIMITED BY GUARANTEE)** 



**CARER SUPPORT FURNESS LIMITED** 

## **CONTENTS OF THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025** 

|||**Page**||
|---|---|---|---|
|**Reference and Administrative Details**||1||
|**Report of the Trustees**|2|to|5|
|**Independent Examiner's Report**||6||
|**Statement of Financial Activities**||7||
|**Balance Sheet**|8|to|9|
|**Notes to the Financial Statements**|10|to|16|





**CARER SUPPORT FURNESS LIMITED** 

## **REFERENCE AND ADMINISTRATIVE DETAILS FOR THE YEAR ENDED 31 MARCH 2025** 

**TRUSTEES** Mrs J Preston Mrs N Brockbank Mrs L M Metcalfe Mrs  H Wall Dr G C Jolliffee (appointed 1.8.25) **COMPANY SECRETARY** Mr C A Backhouse **REGISTERED OFFICE** Hindpool Community Centre Nelson Street Barrow in Furness Cumbria LA14 1NF **REGISTERED COMPANY** 05724307 (England and Wales) **NUMBER REGISTERED CHARITY NUMBER** 1114029 **INDEPENDENT EXAMINER** J F Hornby & Co Chartered Accountants The Tower Daltongate Business Centre Daltongate Ulverston Cumbria LA12 7AJ **BANKERS** CAF Bank Limited 25 Kings Hill Avenue Kings Hill West Malling Kent ME19 4JQ **CHIEF OPERATING OFFICER** Craig Backhouse 

Page 1 



## **CARER SUPPORT FURNESS LIMITED (REGISTERED NUMBER:** 

## **REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH** 

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). 

The trustees present their report for the year ended 31 March 2025, the full financial statement is presented in a separate financial document `Report of the Trustees and Unaudited Financial Statements for the Year Ended 31 March 2025 for Carer Support Furness Limited`. 

The trustees presented in this report also act has Directors of Carer Support Furness for the purpose of company law and have served during the year and up to the date of this report. 

## **OBJECTIVES AND ACTIVITIES** 

## **Objectives and aims** 

Our objective is to provide support to Unpaid Carers to enable them to continue in their caring role. 

The activities set to enable us to meet our objective are: 

- Provision of Carer Assessments. All Unpaid Carers (Adult, Parent and Young Carers) receive an assessment of 

- their needs which enables us to target the support we offer. 

- Provision of Contingency Plans for Adult Carers. In the event of an emergency, the plan ensures the person 

- they care for is safe. 

- Carer Support Service Advisers offer one-to-one support to Adult and Parent Carers 

- Young Carers Support Workers offer one-to-one support to Young Carers. 

- Weekly drop-in support groups for Adult Carers. 

- Dedicated weekly Unpaid Carers Cafés to ensure outreach to all areas of Furness. 

- Weekly after-school groups for Young Carers. 

- Regular Unpaid Carer newsletter. 

- School holiday activities programmes for Young Carers. 

- Signposting Unpaid Carers to statutory services and other "Not for Profit" organisations for support with their caring role. 

## **Mission Statement** 

Furness Carers will work to identify Carers and enable them to manage their caring role with support from a trust-worthy organisation providing a range of quality services and activities, which can be tailored to meet individual need. 

## **Public benefit** 

The trustees confirm that they have complied with their duty under section 4(2) of the Charities Act 2011 to have due regard to the public benefit guidance published by the Charity Commission and consider that the pursuit of the organisations aims through the activities described above is consistent therewith. 

Safeguarding of vulnerable and young people 

All of the trustees, employees and volunteers hold valid certificates from the Disclosure and Barring Service. 

Page 2 



**CARER SUPPORT FURNESS LIMITED (REGISTERED NUMBER:** 

## **REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH** 

## **ACHIEVEMENTS AND PERFORMANCE** 

## **Charitable activities** 

All Aged Carers Support Services: 

We started off our current main contract with Westmorland and Furness Council through the Carer Support Cumbria Consortium, and we have maintained the management of the budget effectively over the past twelve months. 

All Carers Support Services come under the same departmental heading; "All Aged Carers Support Services", we continue to maintain the delivery of services directly to Adult and Young Carers and each had dedicated staff during 2024 - 2025 to support our work. 

We continue to deliver all our services to our community with a hybrid support service of virtual and face-to-face support to ensure all Unpaid Carers, our staff and volunteers remained as safe as possible. 

## Adult & Parent Carers Support: 

During this financial year our work with Adult and Parent Carers was delivered through a hybrid system of face-to-face and virtual support. Our team delivered direct support by completing 751 new Carer Assessments, 654 Carer Reviews and supported 1,535 Adult Carers during the period. 

To deliver these services we have five Carers Support Advisers, a part-time Volunteer Support Worker with a dedicated team of 6 Volunteers. 

Our Volunteer team have been actively involved supporting our objectives supporting Carers through our Carer Support Groups, Carers Awareness Events, fundraising and at the Carer Cafés. 

This area of work for the twelve-month period has been funded via contract from Carers Support Cumbria (Westmorland and Furness Council) and donations. 

## Young Carers Support: 

During this financial year our work with Young Carers was delivered through a hybrid system through Young Carer Assessments, Young Carer Reviews, providing both virtual and face-to-face after-school groups, ran both virtual and face-to-face school holiday activity programmes during Easter, Summer and Half-Term holidays, and had 254 Young Carers registered with us during this period. 

To deliver these services we have a team of three Young Carers Support Workers and a Young Carers Transitional Worker. 

This area of our work is funded via a contract and grants from Carer Support Cumbria (Westmorland and Furness Council), Sir John Fisher Foundation, National Lottery, and a number of other smaller grant awards and donations. 

Our All Aged Carer Support Services are overseen and managed by our Carer Support Services Manager. 

## Administration Support: 

The Board of Trustees, Chief Executive Officer and departmental teams are supported by our administration team. We have one administrator who is managed by the Chief Executive Officer. 

Our bookkeeping activities are outsourced to J F Hornby & Co. 

Page 3 



**CARER SUPPORT FURNESS LIMITED (REGISTERED NUMBER:** 

## **REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH** 

## **FINANCIAL REVIEW** 

## **Reserves policy** 

The nature of the Charity's activities with variable income streams, and what are essentially fixed expenditure commitments, means that the Trustees need to maintain a significant level of reserves to meet any funding shortfall. In order to allow the Charity to be managed effectively, the Trustees have concluded that it is necessary to maintain a General Fund equivalent to approximately six months' expenditure. At 31st March 2025, this would amount to £158,816 (2024: £162,000) compared to the balance fund of £268,768 (2024: £225,651). 

## **FUTURE PLANS** 

Carer Support Furness is now working through its 2023-2025 Business Plan aims and objectives, the plan includes an analysis of its strengths, weaknesses, threats and opportunities. 

In addition, and to complement the key business objectives stated within the Business Plan, we have identified the following key targets: 

- Maintain and develop the All Age Carers Support Services: this incorporates support of all Carers (Adults, 

- Parent and Young Carers). 

- Continue to monitor and develop Carers Support Services to ensure they are appropriate and providing positive 

- outcomes for Carers. 

- Maintain financial security and sustainability. 

The "All Age Carers Services" Contract from Westmorland and Furness Council awarded to Carer Support Cumbria in April 2023 has now been extended to March 2026 and an award of contract has been submitted for another 36 months to 31/03/2029. The council was due to make a decision on the award in November 2025 but at the date of this report a decision has not yet been made. Should the funding cease then this will have a significant impact on the charity's scale of operations. 

## **STRUCTURE, GOVERNANCE AND MANAGEMENT** 

## **Governing document** 

The company is incorporated under the Companies Act 1985 as a company limited by guarantee and not having a share capital. The company was incorporated on 28th February 2006 and commenced trade on 1 April 2006, on which date it acquired the assets, liabilities and operations of the previous charitable organisation Furness Carers Association (Charity Number 1041169). 

The company is a charitable company limited by guarantee, its Trustees being the Directors. 

## **Organisational Structure** 

Carer Support Furness is a Registered Charity and a Company Limited by Guarantee. The Board of Trustees are made up of Unpaid Carers, ex-Carers and working and retired professionals. Responsibility for day-to-day management of Carer Support Furness is delegated under authority by the Board of Trustees to the Chief Executive Officer. Day-to-day operational responsibility is delegated under authority to the Carer Support Services Manager. 

## **Working with Other Agencies** 

Carer Support Furness has a close and established working relationship with the other Unpaid Carers organisations within Cumbria and in 2014 as partners formed a consortium, Carer Support Cumbria. We also have established close working relationships with Westmorland and Furness Council, Lancashire and South Cumbria NHS Foundation Trust, University Hospitals of Morecambe Bay NHS Foundation Trust and are an active part of key groups looking at delivery of services to support Unpaid Carers in Cumbria. We are an active and respected organisation who works with other "Not for Profit" organisations in the pursuit of supporting Unpaid Carers and improving our wider community. 

During this report period Carer Support Furness was a member of Carers UK. 

Page 4 



**CARER SUPPORT FURNESS LIMITED (REGISTERED NUMBER:** 

## **REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH** 

## **STRUCTURE, GOVERNANCE AND MANAGEMENT** 

## **Risk management** 

Where appropriate, systems, policies and procedures have been established to mitigate the risk the Charity faces. Financial risks are controlled with internal controls via the Board of Trustees. 

Health & Safety policies and procedures are in place to ensure safety to our staff, volunteers and services users. 

Approved by order of the board of trustees on 19 December 2025 and signed on its behalf by: 

Mrs J Preston - Trustee 

Page 5 



**INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF CARER SUPPORT FURNESS LIMITED** 

## **Independent examiner's report to the trustees of Carer Support Furness Limited ('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: 

1. accounting records were not kept in respect of the Company as required by Section 386 of the 2006 Act; or 2. the accounts do not accord with those records; or 

3. 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 

4. 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. 

Mr P Hornby FCA 

J F Hornby & Co Chartered Accountants The Tower Daltongate Business Centre Daltongate Ulverston Cumbria LA12 7AJ 

19 December 2025 

Page 6 



## **CARER SUPPORT FURNESS LIMITED** 

## **STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 MARCH 2025** 

|31.3.25<br>Notes<br>Unrestricted<br>funds<br>£<br>Restricted<br>funds<br>£<br>Total<br>funds<br>£<br>**INCOME AND ENDOWMENTS FROM**<br>Donations and legacies<br>2<br>660<br>1,575<br>2,235<br>**Charitable activities**<br>Carer Support<br>4<br>272,496<br>162,420<br>434,916<br>Investment income<br>3<br>523<br>-<br>523<br>**Total**<br>273,679<br>163,995<br>437,674<br>**EXPENDITURE ON**<br>**Charitable activities**<br>Carer Support<br>268,122<br>126,435<br>394,557<br>**NET INCOME/(EXPENDITURE)**<br>5,557<br>37,560<br>43,117<br>**RECONCILIATION OF FUNDS**<br>Total funds brought forward<br>213,614<br>12,037<br>225,651<br>**TOTAL FUNDS CARRIED FORWARD**<br>219,171<br>49,597<br>268,768|31.3.24<br>Total<br>funds<br>£<br>2,003<br>308,394<br>503<br>310,900<br>340,243<br>(29,343 )<br>254,994<br>225,651|
|---|---|



The notes form part of these financial 

Page 7 



## **CARER SUPPORT FURNESS LIMITED (REGISTERED NUMBER:** 

## **BALANCE SHEET 31 MARCH 2025** 

|Notes<br>Unrestricted<br>funds<br>£<br>**FIXED ASSETS**<br>Tangible assets<br>9<br>2,555<br>**CURRENT ASSETS**<br>Prepayments and accrued income<br>680<br>Cash at bank and in hand<br>225,380<br>226,060<br>**CREDITORS**<br>Amounts falling due within one year<br>10<br>(9,444 )<br>**NET CURRENT ASSETS**<br>216,616<br>**TOTAL ASSETS LESS CURRENT**<br>**LIABILITIES**<br>219,171<br>**NET ASSETS**<br>219,171<br>**FUNDS**<br>Unrestricted funds<br>12<br>Restricted funds<br>**TOTAL FUNDS**|Restricted<br>funds<br>£<br>-<br>-<br>49,597<br>49,597<br>-<br>49,597<br>49,597<br>49,597|31.3.25<br>Total<br>funds<br>£<br>2,555<br>680<br>274,977<br>275,657<br>(9,444 )<br>266,213<br>268,768<br>268,768<br>219,171<br>49,597<br>268,768|31.3.24<br>Total<br>funds<br>£<br>4,164<br>606<br>230,504<br>231,110<br>(9,623 )<br>221,487<br>225,651<br>225,651<br>213,614<br>12,037<br>225,651|
|---|---|---|---|



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 

continued... 

Page 8 



**CARER SUPPORT FURNESS LIMITED (REGISTERED NUMBER:** 

## **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 19 December 2025 and were signed on its behalf by: 

Mrs J Preston - Trustee 

The notes form part of these financial 

Page 9 



**CARER SUPPORT FURNESS LIMITED** 

## **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. 

The financial statements are prepared in Sterling, which is the functional currency of the charity. 

Carer Support Furness Limited is a company limited by guarantee, registered in England and Wales. In the event of the company being wound up, the liability in respect of the guarantee is limited to £1 each. 

## **Income** 

All income, including grant 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. 

Plant and machinery -  20% on cost Fixtures and fittings -  20% on cost Computer equipment -  33% on cost 

## **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. 

Designated funds are unrestricted funds that the trustees have set aside for a particular purpose. 

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. 

continued... 

Page 10 



## **CARER SUPPORT FURNESS LIMITED** 

## **Hire purchase and leasing commitments** 

Rentals paid under operating leases are charged to the Statement of Financial Activities on a straight line basis over the period of the lease. 

## **Pension costs and other post-retirement benefits** 

The charitable company operates a defined contribution pension scheme. Contributions payable to the charitable company's pension scheme are charged to the Statement of Financial Activities in the period to which they relate. 

continued... 

Page 11 



## **CARER SUPPORT FURNESS LIMITED** 

|**2.**<br>**DONATIONS AND LEGACIES**<br>Donations<br>**3.**<br>**INVESTMENT INCOME**<br>Bank interest<br>**4.**<br>**INCOME FROM CHARITABLE ACTIVITIES**<br>Activity<br>Fees received<br>Carer Support<br>Grants<br>Carer Support<br>Grants received, included in the above, are as follows:<br>Stars Foundation<br>Sir John Fisher Foundation<br>Westmorland & Furness Council<br>The National Lottery Community Fund<br>The National Lottery Awards For All<br>The National Lottery RC North East and Cumbria Region<br>**5.**<br>**NET INCOME/(EXPENDITURE)**<br>Net income/(expenditure) is stated after charging/(crediting):<br>Depreciation - owned assets<br>Hire of plant and machinery|31.3.25<br>£<br>2,235<br>31.3.25<br>£<br>523<br>31.3.25<br>£<br>272,496<br>162,420<br>434,916<br>31.3.25<br>£<br>1,000<br>15,000<br>25,000<br>-<br>20,000<br>101,420<br>162,420<br>31.3.25<br>£<br>1,609<br>4,605|31.3.24<br>£<br>2,003<br>31.3.24<br>£<br>503<br>31.3.24<br>£<br>249,996<br>58,398|
|---|---|---|
|||308,394|
|||31.3.24<br>£<br>-<br>15,000<br>34,932<br>8,466<br>-<br>-|
|||58,398|
|||31.3.24<br>£<br>1,998<br>6,382|



continued... 

Page 12 



**CARER SUPPORT FURNESS LIMITED** 

## **6. 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. 

## **7. STAFF COSTS** 

The average monthly number of employees during the year was as follows: 

||31.3.25|31.3.24|
|---|---|---|
|Management and admin|3|3|
|Carer support|9|9|
||12|12|



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

The key management personnel of the charity is the Chief Operating Officer who received employee benefits amounting to £40,335 (2024 - £41,433). 

## **8. COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES** 

|Unrestricted<br>funds<br>£<br>**INCOME AND ENDOWMENTS FROM**<br>Donations and legacies<br>1,753<br>**Charitable activities**<br>Carer Support<br>249,996<br>Investment income<br>503<br>**Total**<br>252,252<br>**EXPENDITURE ON**<br>**Charitable activities**<br>Carer Support<br>273,965<br>**NET INCOME/(EXPENDITURE)**<br>(21,713 )<br>**Transfers between funds**<br>18,606<br>**Net movement in funds**<br>(3,107 )<br>**RECONCILIATION OF FUNDS**<br>Total funds brought forward<br>216,721|Restricted<br>funds<br>£<br>250<br>58,398<br>-<br>58,648<br>66,278<br>(7,630 )<br>(18,606 )<br>(26,236 )<br>38,273|Total<br>funds<br>£<br>2,003<br>308,394<br>503<br>310,900<br>340,243<br>(29,343 )<br>-<br>(29,343 )<br>254,994|
|---|---|---|



continued... 

Page 13 



**CARER SUPPORT FURNESS LIMITED** 

## **8. COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES - continued** 

||||Unrestricted|Restricted|Total|
|---|---|---|---|---|---|
||||funds|funds|funds|
||||£|£|£|
||**TOTAL FUNDS CARRIED FORWARD**||213,614|12,037|225,651|
|**9.**|**TANGIBLE FIXED ASSETS**|||||
||||Fixtures|||
|||Plant and|and|Computer||
|||machinery|fittings|equipment|Totals|
|||£|£|£|£|
||**COST**|||||
||At 1 April 2024 and 31 March 2025|3,633|10,652|8,751|23,036|
||**DEPRECIATION**|||||
||At 1 April 2024|3,599|7,955|7,318|18,872|
||Charge for year|-|673|936|1,609|
||At 31 March 2025|3,599|8,628|8,254|20,481|
||**NET BOOK VALUE**|||||
||At 31 March 2025|34|2,024|497|2,555|
||At 31 March 2024|34|2,697|1,433|4,164|
|**10.**|**CREDITORS: AMOUNTS FALLING DUE**|**WITHIN ONE YEAR**||||
|||||31.3.25|31.3.24|
|||||£|£|
||Trade creditors|||2,906|2,175|
||Social security and other taxes|||3,743|3,379|
||Pensions|||1,595|2,868|
||Accrued expenses|||1,200|1,201|
|||||9,444|9,623|



**11. LEASING AGREEMENTS** Minimum lease payments under non-cancellable operating leases fall due as follows: 

||31.3.25|31.3.24|
|---|---|---|
||£|£|
|Within one year|6,191|18,595|
|Between one and five years|-|3,750|
||6,191|22,345|



continued... 

Page 14 



## **CARER SUPPORT FURNESS LIMITED** 

## **12. MOVEMENT IN FUNDS** 

|At 1.4.24<br>£<br>**Unrestricted funds**<br>General fund<br>197,495<br>Young Carers (Designated)<br>16,119<br>213,614<br>**Restricted funds**<br>Young Carers<br>12,037<br>**TOTAL FUNDS**<br>225,651<br>Net movement in funds, included in the above are as follows:<br>**Unrestricted funds**<br>General fund<br>**Restricted funds**<br>Young Carers<br>Household Support Fund<br>Carer Support Carlisle & Eden<br>Carer Support West Cumbria<br>Carer Support South Lakes<br>**TOTAL FUNDS**|Net<br>movement<br>in funds<br>£<br>5,557<br>-<br>5,557<br>37,560<br>43,117<br>Incoming<br>resources<br>£<br>273,679<br>62,070<br>25,000<br>25,007<br>23,625<br>28,293<br>163,995<br>437,674|Transfers<br>between<br>At<br>funds<br>£<br>31.3.25<br>£<br>16,119<br>219,171<br>(16,119 )<br>-<br>-<br>219,171<br>-<br>49,597<br>-<br>268,768<br>Resources<br>expended<br>£<br>Movement<br>in funds<br>£<br>(268,122<br>)<br>5,557<br>(24,510 )<br>37,560<br>(25,000 )<br>-<br>(25,007 )<br>-<br>(23,625 )<br>-<br>(28,293 )<br>-<br>(126,435<br>)<br>37,560<br>(394,557<br>)<br>43,117|Transfers<br>between<br>At<br>funds<br>£<br>31.3.25<br>£<br>16,119<br>219,171<br>(16,119 )<br>-<br>-<br>219,171<br>-<br>49,597<br>-<br>268,768<br>Resources<br>expended<br>£<br>Movement<br>in funds<br>£<br>(268,122<br>)<br>5,557<br>(24,510 )<br>37,560<br>(25,000 )<br>-<br>(25,007 )<br>-<br>(23,625 )<br>-<br>(28,293 )<br>-<br>(126,435<br>)<br>37,560<br>(394,557<br>)<br>43,117|
|---|---|---|---|
||||37,560|
||||43,117|



continued... 

Page 15 



**CARER SUPPORT FURNESS LIMITED** 

## **12. MOVEMENT IN FUNDS - continued** 

## **Comparatives for movement in funds** 

|**Unrestricted funds**<br>General fund<br>Young Carers (Designated)<br>**Restricted funds**<br>Furness Carers<br>Young Carers<br>Poverty Reduction Grant<br>Carers Health Connections<br>Kitchen Refurbishment<br>**TOTAL FUNDS**|At 1.4.23<br>£<br>216,721<br>-<br>216,721<br>15,241<br>10,000<br>5,434<br>4,233<br>3,365<br>38,273<br>254,994|Net<br>movement<br>Transfers<br>between<br>At<br>in funds<br>£<br>funds<br>£<br>31.3.24<br>£<br>(13,468 )<br>(5,758 )<br>197,495<br>(8,245 )<br>24,364<br>16,119<br>(21,713 )<br>18,606<br>213,614<br>-<br>(15,241 )<br>-<br>2,037<br>-<br>12,037<br>(5,434 )<br>-<br>-<br>(4,233 )<br>-<br>-<br>-<br>(3,365 )<br>-<br>(7,630 )<br>(18,606 )<br>12,037<br>(29,343 )<br>-<br>225,651|
|---|---|---|



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

|**Unrestricted funds**<br>General fund<br>Young Carers (Designated)<br>**Restricted funds**<br>Young Carers<br>Poverty Reduction Grant<br>Carers Health Connections<br>Household Support Fund<br>**TOTAL FUNDS**|Incoming<br>resources<br>£<br>252,252<br>-<br>252,252<br>15,250<br>-<br>8,466<br>34,932<br>58,648<br>310,900|Resources<br>expended<br>£<br>Movement<br>in funds<br>£<br>(265,720<br>)<br>(13,468 )<br>(8,245 )<br>(8,245 )<br>(273,965<br>)<br>(21,713 )<br>(13,213 )<br>2,037<br>(5,434 )<br>(5,434 )<br>(12,699 )<br>(4,233 )<br>(34,932 )<br>-<br>(66,278 )<br>(7,630 )<br>(340,243<br>)<br>(29,343 )|Resources<br>expended<br>£<br>Movement<br>in funds<br>£<br>(265,720<br>)<br>(13,468 )<br>(8,245 )<br>(8,245 )<br>(273,965<br>)<br>(21,713 )<br>(13,213 )<br>2,037<br>(5,434 )<br>(5,434 )<br>(12,699 )<br>(4,233 )<br>(34,932 )<br>-<br>(66,278 )<br>(7,630 )<br>(340,243<br>)<br>(29,343 )|
|---|---|---|---|
||||(21,713 )<br>2,037<br>(5,434 )<br>(4,233 )<br>-|
||||(7,630 )|
||||(29,343 )|



Young Carers - direct funding to support our Young Carers, including a range of activities for them to take part in. 

Carers Health Connections - National Lottery Community Funds to empower carers to better manage the impact of caring on their mental and physical wellbeing; to ensure carers role has less impact on their social, work, financial and family life and to reduce carers feelings of loneliness and isolation. 

Household Support Fund / Poverty Reduction Grant - provision of food vouchers and other support to enable carers to meet their household bills. 

continued... 

Page 16 



**CARER SUPPORT FURNESS LIMITED** 

## **12. MOVEMENT IN FUNDS - continued** 

Carer Support Carlisle & Eden, West Cumbria and South Lakes - The National Lottery funding in respect of the 'RC North East and Cumbria' project is to be shared across the Carer Support Cumbria Consortium. Carer Support Furness Limited manages the distribution of the funds across the members of the consortium  in accordance  with the  partnership  agreement commencing 25 April 2024. Therefore, any funds to be redistributed have been ring fenced in these accounts. 

## **13. RELATED PARTY DISCLOSURES** 

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

## **14. INDEPENDENT EXAMINER FEES** 

The independent examination was performed by JF Hornby & Co and the financial statements include fees of £1,358 (2024 - £1,293) with respect to this service. Additional fees of £1,200 (2024 - £1,142) are included for other services provided by JF Hornby & Co. 

Carer Support Furness Annual Report 2024-2025 

Charity No: 1114029 Company No: 5724307 



**CARER SUPPORT FURNESS LIMITED** 

## **This page is intentionally blank** 

Carer Support Furness Annual Report 2024-2025 

Charity No: 1114029 Company No: 5724307 



**CARER SUPPORT FURNESS LIMITED** 

Carer Support Furness Annual Report 2024-2025 

Charity No: 1114029 Company No: 5724307