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2024-03-31-accounts

REGISTERED COMPANY NUMBER: 07945401 (England and Wales) REGISTERED CHARITY NUMBER: 1147866

REPORT OF THE TRUSTEES AND

UNAUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2024

FOR

WELOVECARERS LTD

Folkes Worton LLP 15-17 Church Street Stourbridge West Midlands DY8 1LU

WELOVECARERS LTD

CONTENTS OF THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2024

Page
Reference and Administrative Details 1
Report of the Trustees 2 to 4
Independent Examiner's Report 5
Statement of Financial Activities 6
Balance Sheet 7
Notes to the Financial Statements 8 to 13
Detailed Statement of Financial Activities 14

WELOVECARERS LTD

REFERENCE AND ADMINISTRATIVE DETAILS FOR THE YEAR ENDED 31 MARCH 2024

TRUSTEES Mr N Baddams General Manager
Miss P Coyne Short Breaks Carer
MIss A J Coyne Not Applicable
Miss L M Crockett Retired
Miss O Farmer Fitness Instructor
Mr C Lowe Regional Director
Mr T Price Teacher
Miss A Roberts Retired Nurse
REGISTERED OFFICE The Mary Stevens Centre
221 Hagley Road
Stourbridge
West Midlands
DY8 2JR
REGISTERED COMPANY NUMBER 07945401 (England and Wales)
REGISTERED CHARITY NUMBER 1147866
INDEPENDENT EXAMINER Folkes Worton LLP
15-17 Church Street
Stourbridge
West Midlands
DY8 1LU
BANKERS Lloyds TSB Bank plc
70 High Street
Kingswinford
West Midlands
DY6 8AE
SOLICITORS Higgs & Sons
3 Waterfront Business Park
Dudley Road
Brierley Hill
West Midlands
DY5 1LX

Page 1

WELOVECARERS LTD

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2024

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 2024. 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 published in October 2019.

OBJECTIVES AND ACTIVITIES Objectives and aims

Our provision of emotional support, signposting, information, advice, form filling, benefit checks and much, much more has helped hundreds of unpaid Carers in the Dudley borough and the numbers that we support continue to grow.

We continued our work with Birmingham University and their Medical and Dental Science Departments by giving lectures to the students on dealing with Carers and their families.

We continue to make sure that the voices of parent carers are heard by representing them at meetings for Children's Ward and Children's Services (with Early Years, Speech and Language, CAMHS, GPs, Special Needs and Children's Assessment Unit, Occupational Health and Physiotherapy)

ACHIEVEMENT AND PERFORMANCE

Achievements and performances

WeLoveCarers continues to provide much needed care to all Carers in the Dudley borough and continue to grow.

We supported 10,063 carers through the year.

We helped Carers obtain the benefits they were entitled to, amounting to a total of £1,343,130, which helped the local economy.

Our staff have attended 365 meetings and forums in person or online and these include professional meetings for developing SEND Pathway, EHCP, Emotional Health and Well-Being Steering Group, Carers Alliance, Small Bids, Parent Carer Forum, Preparing For Adulthood, Early Years, Joint Commissioning, Children's Disability Team.

We continue to make sure that the voices of parent carers are heard by representing them at meetings for Children's Ward and Children's Services (with Early Years, Speech and Language, CAMHS, GPs, Special Needs and Children's Assessment Unit, Occupational Therapy and Physiotherapy. Ours is the only group representing Parent Carers at these meetings.

Our specialist playschemes continues to be one of the largest of its kind in the area, giving our parents/carers much needed respite. Our volunteers are still the reason we can continue to provide our fantastic service every week and through the school holidays.

Total SEND play places provided over the year were 5,228.

We hosted 167 social groups for unpaid Carers, supporting 1,488 carers.

The economic value of our volunteer hours was £170,367.

FINANCIAL REVIEW

Financial position

Our weekly online auction continues to grow and we have taken on a couple more volunteers to help organize the items to go on the auction as donations are continuous.

We continue to support other good causes with donations from the auction

Page 2

WELOVECARERS LTD

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2024

FINANCIAL REVIEW

Reserves policy

The trustees aim to maintain free reserves in unrestricted funds at a level which equates to approximately three months of unrestricted charitable expenditure. The reserves are needed to meet the working capital requirements of the charity. The present financial position falls significantly short of this target level and the trustees are aware it is unlikely the target range will be met for a number of years. The charity is committed to providing the best service it can on a sustainable basis whilst repaying monies due to creditors as funds allow.

FUTURE PLANS

We will continue to try and grow the numbers of Carers and families that we support, as this is the reason we exist. We will continue to try and grow our partnership working, raising our profile within the borough and growing the services we provide according to the needs and wants of our Carers.

We have identified the need to support the mental health of our unpaid carers more, and to this end, we are researching and talking to various professionals to identify ways we can help mental support health in the area.

We will look at expanding our play scheme offer through HAF to reach more children throughout the year.

We have been speaking to Russells Hall Hospital about taking part in their information hub at the entrance to the hospital, with a view to reaching unpaid carers who have loved ones being treated.

We have been talking to parent carers of older children/young people and have identified a need for a social group for aged 16+ who have ADHA or high functioning autism and find it hard to socialize and meet others. We will plan to create a group that is appealing to these young adults and create a social gathering for them.

STRUCTURE, GOVERNANCE AND MANAGEMENT

Governing document

The charity is a charitable company limited by guarantee. The company was established under a Memorandum of Association, which established the objects and powers of the charitable company and is governed under its Articles of Association.

Public benefit

The object of the charity is to provide relief to carers and former carers of people with physical learning, mental or sensory impairment, illness or incapacity through old age. The trustees confirm they have paid due regard to the guidance on public benefit published by the Charity Commission.

Risk management

The trustees have a duty to identify and review the risks to which the charity is exposed and to ensure appropriate controls are in place to provide reasonable assurance against the major risks to which the charity is exposed.

Trustees

The trustees are appointed by the Board of Trustees and serve for three years after which they put themselves forward for re-appointment at the Annual General Meeting. At the regular trustees meetings, the trustees agree the broad strategy and areas of activity for the charity including reserves and risk management policies, performance and constitution. Prospective trustees are identified to the Board for initial consideration via written application. All prospective trustees meet the Board prior to appointment to discuss their possible future roles. Enhanced data barring checks are undertaken prior to accepting appointment and a Code of Conduct is signed on appointment by each trustee.

Page 3

WELOVECARERS LTD

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2024

STATEMENT OF TRUSTEES' RESPONSIBILITIES

The trustees (who are also directors of WeLoveCarers Limited for the purposes of company law) are responsible for preparing the Trustees' Annual Report and the financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice).

Company law requires the trustees to prepare financial statements for each financial year, which give a true and fair view of the state of affairs of the charitable company and of the incoming resources and application of resources, including the income and expenditure of the charitable company for that period. In preparing these financial statements, the trustees are required to:

The trustees are responsible for keeping adequate accounting records that disclose with reasonable accuracy at any time the financial position of the charitable company and enable them to ensure that the financial statements comply with the Companies Act 2006. They are also responsible for safeguarding the assets of the charitable company and hence for taking responsible steps for the prevention and detection of fraud and other irregularities.

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 30 January 2025 and signed on its behalf by:

Mr C Lowe - Trustee

Page 4

INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF WELOVECARERS LTD

Independent examiner's report to the trustees of WeLoveCarers Ltd ('the Company')

I report to the charity trustees on my examination of the accounts of the Company for the year ended 31 March 2024.

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

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

  2. 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

  3. 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.

Neil Smith

The Institute of Chartered Accountants in England and Wales

Folkes Worton LLP 15-17 Church Street Stourbridge West Midlands DY8 1LU

30 January 2025

Page 5

WELOVECARERS LTD

STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 MARCH 2024

Unrestricted
Restricted
fund
fund
Notes
£
£
INCOME AND ENDOWMENTS FROM
Donations and legacies
3
56,002
-
Charitable activities
5
CHAOS play scheme
2,062
-
Summer ball
-
-
100 club
6,019
-
Other
10,499
-
Summer play
18,581
-
Halloween ball
820
-
Investment income
4
84
-
Total
94,067
-
EXPENDITURE ON
Raising funds
6
29,570
4,958
Charitable activities
7
Event expenses
21,030
-
IT costs
223
-
Staff costs - wage and salaries
23,090
-
Sundries
-
-
Accountancy
419
-
Total
74,332
4,958
NET INCOME/(EXPENDITURE)
19,735
(4,958)
RECONCILIATION OF FUNDS
Total funds brought forward
5,366
4,958
TOTAL FUNDS CARRIED FORWARD
25,101
-
2024
2023
Total
Total
funds
funds
£
£
56,002
64,233
2,062
1,533
-
1,124
6,019
6,482
10,499
11,296
18,581
-
820
-
84
-
94,067
84,668
34,528
32,667
21,030
25,480
223
342
23,090
24,584
-
99
419
584
79,290
83,756
14,777
912
10,324
9,412
25,101
10,324
2024
2023
Total
Total
funds
funds
£
£
56,002
64,233
2,062
1,533
-
1,124
6,019
6,482
10,499
11,296
18,581
-
820
-
84
-
94,067
84,668
34,528
32,667
21,030
25,480
223
342
23,090
24,584
-
99
419
584
79,290
83,756
14,777
912
10,324
9,412
25,101
10,324
84,668
32,667
25,480
342
24,584
99
584
83,756
912
9,412
10,324

The notes form part of these financial statements

Page 6

WELOVECARERS LTD

BALANCE SHEET

31 MARCH 2024

Unrestricted
Restricted
fund
fund
Notes
£
£
FIXED ASSETS
Tangible assets
13
9,634
-
CURRENT ASSETS
Debtors
14
1,088
-
Cash at bank
23,019
-
24,107
-
CREDITORS
Amounts falling due within one year
15
(8,640)
-
NET CURRENT ASSETS
15,467
-
TOTAL ASSETS LESS CURRENT LIABILITIES
25,101
-
NET ASSETS
25,101
-
FUNDS
16
Unrestricted funds
Restricted funds
TOTAL FUNDS
2024
Total
funds
£
9,634
1,088
23,019
24,107
(8,640)
15,467
25,101
25,101
25,101
-
25,101
2023
Total
funds
£
12,240
673
15,183
15,856
(17,772)
(1,916)
10,324
10,324
5,366
4,958
10,324

The charitable company is entitled to exemption from audit under Section 477 of the Companies Act 2006 for the year ended 31 March 2024.

The members have not required the company to obtain an audit of its financial statements for the year ended 31 March 2024 in accordance with Section 476 of the Companies Act 2006.

The trustees acknowledge their responsibilities for

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 30 January 2025 and were signed on its behalf by:

Mr C Lowe - Trustee

The notes form part of these financial statements

Page 7

WELOVECARERS LTD

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2024

1. STATUS OF THE COMPANY

The Charitable Company is limited by guarantee and does not have share capital. The liability of its member is limited to £1 per member.

2. 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.

Going concern

The trustees have considered the financial position as at 31 March 2024 together with the sources of income and expenditure for the 12 months from the date of this report. Based on the projection, the trustees see no issue with going concern.

Incoming resources

All incoming resources are included on the Statements of Financial Activities when the charity is legally entitled to the income and the amount can be quantified with reasonable accuracy.

Gifts in kind donated for resale are recognised when they are sold due to the volume of low value items which makes it impracticable to fair value the expected proceeds from sale.

No amount is included in the financial statements for volunteer time in line with the SORP.

Resources expended

Expenditure is accounted for an 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.

Fixtures and fittings - 20% on reducing balance Computer equipment - 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.

Further explanation of the nature and purpose of each fund is included in the notes to the financial statements.

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 8

WELOVECARERS LTD

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2024

3.
DONATIONS AND LEGACIES
Donations
Grants
Grants received, included in the above, are as follows:
Grants
4.
INVESTMENT INCOME
Deposit account interest
5.
INCOME FROM CHARITABLE ACTIVITIES
Activity
UF other donation and legacies
CHAOS play scheme
UF other donation and legacies
Summer ball
UF other donation and legacies
100 club
UF other donation and legacies
Other
UF other donation and legacies
Summer play
UF other donation and legacies
Halloween ball
6.
RAISING FUNDS
Raising donations and legacies
Insurance
Telephone
Postage and stationery
Sundries
Event expenses
IT costs
Depreciation
Support costs
Investment management costs
Property repairs
Aggregate amounts
2024
£
13,734
42,268
56,002
2024
£
42,268
2024
£
84
2024
£
2,062
-
6,019
10,499
18,581
820
37,981
2024
£
12,900
3,631
4,089
1,966
1,647
892
2,607
1,838
29,570
2024
£
4,958
34,528
2023
£
19,890
44,343
64,233
2023
£
44,343
2023
£
-
2023
£
1,533
1,124
6,482
11,296
-
-
20,435
2023
£
13,743
2,948
2,597
4,354
1,946
1,366
3,163
2,550
32,667
2023
£
-
32,667

continued...

Page 9

WELOVECARERS LTD

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2024

7. CHARITABLE ACTIVITIES COSTS

CHARITABLE ACTIVITIES COSTS
Event expenses
IT costs
Staff costs - wage and salaries
Accountancy
Direct
Costs
£
21,030
223
23,090
419
44,762

8. SUPPORT COSTS

9.

SUPPORT COSTS
Governance
Finance costs Totals
£ £ £
Raising donations and legacies 163 1,675 1,838
NET INCOME/(EXPENDITURE)
Net income/(expenditure) is stated after charging/(crediting):
2024 2023
£ £
Depreciation - owned assets 2,606 3,163

10. TRUSTEES' REMUNERATION AND BENEFITS

There were no trustees' remuneration or other benefits for the year ended 31 March 2024 nor for the year ended 31 March 2023.

Trustees' expenses

There were no trustees' expenses paid for the year ended 31 March 2024 nor for the year ended 31 March 2023.

11. STAFF COSTS

Wages and salaries
Other pension costs
The average monthly number of employees during the year was as follows:
Staff
2024
£
23,034
56
23,090
2024
6
2023
£
24,584
-
24,584
2023
12

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

continued...

Page 10

WELOVECARERS LTD

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2024

12. COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES

Unrestricted
Restricted
fund
fund
£
£
INCOME AND ENDOWMENTS FROM
Donations and legacies
59,275
4,958
Charitable activities
CHAOS play scheme
1,533
-
Summer ball
1,124
-
100 club
6,482
-
Other
11,296
-
Total
79,710
4,958
EXPENDITURE ON
Raising funds
32,667
-
Charitable activities
Event expenses
25,480
-
IT costs
342
-
Staff costs - wage and salaries
24,584
-
Sundries
99
-
Accountancy
584
-
Total
83,756
-
NET INCOME/(EXPENDITURE)
(4,046)
4,958
RECONCILIATION OF FUNDS
Total funds brought forward
9,412
-
TOTAL FUNDS CARRIED FORWARD
5,366
4,958
13.
TANGIBLE FIXED ASSETS
Fixtures
and
Computer
fittings
equipment
£
£
COST
At 1 April 2023 and 31 March 2024
13,131
8,487
DEPRECIATION
At 1 April 2023
4,024
5,354
Charge for year
1,821
785
At 31 March 2024
5,845
6,139
NET BOOK VALUE
At 31 March 2024
7,286
2,348
At 31 March 2023
9,107
3,133
Total
funds
£
64,233
1,533
1,124
6,482
11,296
84,668
32,667
25,480
342
24,584
99
584
83,756
912
9,412
10,324
Totals
£
21,618
9,378
2,606
11,984
9,634
12,240
Total
funds
£
64,233
1,533
1,124
6,482
11,296
84,668
32,667
25,480
342
24,584
99
584
83,756
912
9,412
10,324

continued...

Page 11

WELOVECARERS LTD

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2024

14. DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR

2024 2023
£ £
Prepayments 1,088 673
15. CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
2024 2023
£ £
Social security and other taxes 829 -
Wages control 5,712 15,122
Accruals and deferred income 2,099 2,650
8,640 17,772
16. MOVEMENT IN FUNDS
Net
movement At
At 1/4/23 in funds 31/3/24
£ £ £
Unrestricted funds
General fund 5,366 19,735 25,101
Restricted funds
Restricted Funds 4,958 (4,958) -
TOTAL FUNDS 10,324 14,777 25,101
Net movement in funds, included in the above are as follows:
Incoming Resources Movement
resources expended in funds
£ £ £
Unrestricted funds
General fund 94,067 (74,332) 19,735
Restricted funds
Restricted Funds - (4,958) (4,958)
TOTAL FUNDS 94,067 (79,290) 14,777
Comparatives for movement in funds
Net
movement At
At 1/4/22 in funds 31/3/23
£ £ £
Unrestricted funds
General fund 9,412 (4,046) 5,366
Restricted funds
Restricted Funds - 4,958 4,958
TOTAL FUNDS 9,412 912 10,324

continued...

Page 12

WELOVECARERS LTD

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2024

16. MOVEMENT IN FUNDS - continued

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

Incoming Resources Movement
resources expended in funds
£ £ £
Unrestricted funds
General fund 79,710 (83,756) (4,046)
Restricted funds
Restricted Funds 4,958 - 4,958
TOTAL FUNDS 84,668 (83,756) 912

A current year 12 months and prior year 12 months combined position is as follows:

Net
movement At
At 1/4/22 in funds 31/3/24
£ £ £
Unrestricted funds
General fund 9,412 15,689 25,101
TOTAL FUNDS 9,412 15,689 25,101

A current year 12 months and prior year 12 months combined net movement in funds, included in the above are as follows:

Incoming Resources Movement
resources expended in funds
£ £ £
Unrestricted funds
General fund 173,777 (158,088) 15,689
Restricted funds
Restricted Funds 4,958 (4,958) -
TOTAL FUNDS 178,735 (163,046) 15,689

17. RELATED PARTY DISCLOSURES

There were no related party transactions for the year ended 31 March 2024.

Page 13

WELOVECARERS LTD

DETAILED STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 MARCH 2024

2024 2023
£ £
INCOME AND ENDOWMENTS
Donations and legacies
Donations 13,734 19,890
Grants 42,268 44,343
56,002 64,233
Investment income
Deposit account interest 84 -
Charitable activities
UF other donation and legacies 37,981 20,435
Total incoming resources 94,067 84,668
EXPENDITURE
Raising donations and legacies
Insurance 12,900 13,743
Telephone 3,631 2,948
Postage and stationery 4,089 2,597
Sundries 1,966 4,354
Event expenses 1,647 1,946
IT costs 892 1,366
Fixtures and fittings 1,822 2,202
Computer equipment 785 961
27,732 30,117
Investment management costs
Property repairs 4,958 -
Charitable activities
Wages 23,034 24,584
Pensions 56 -
Sundries - 99
Event expenses 21,030 25,480
IT costs 223 342
Accountancy and legal fees 419 584
44,762 51,089
Support costs
Finance
Bank charges 163 217
Governance costs
Accountancy and legal fees 1,675 2,333
Total resources expended 79,290 83,756
Net income 14,777 912

This page does not form part of the statutory financial statements

Page 14