|||||||||
|---|---|---|---|---|---|---|---|
|**Trustees' Annual Report**|||||**for theperiod**|||
|**From **|Period start date|||**To**|Period end date|||
||01|09|2021||31|08|2022|



## Section A                        Reference and administration details 

**Charity name** Wivey Cares **Other names charity is known by Registered charity number (if any)** 1183575 

**Charity's principal address** Wiveliscombe House, 3 The Square 

Wiveliscombe Somerset **Postcode:** TA4 2JT 

**Names of the charity trustees who manage the charity** 

|1<br>2<br>3<br>4<br>5<br>6<br>7|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**<br>**year **|**Name of person (or body) entitled**<br>**to appoint trustee (ifany)**|
|---|---|---|---|---|
||David Paterson|Chair|||
||John Ernest Osborne|Treasurer|||
||Rosie Boylan|Trustee|||
||Martyn Parry|Trustee|||
||Nina Katherine Benson|Trustee|||
||Christopher Alan Howe|Trustee|From13/1/2022||
||David Lawrence Topham|Trustee|From13/1/2022||
||||||



**Names of the trustees for the charity, if any, (for example, any custodian trustees)** 

**Name Dates acted if not for whole year** 

## **Section B              Structure, governance and management** 

## **Description of the charity’s trusts** 

Type of governing document 

Constitution 

- (eg. trust deed, constitution) 

How the charity is constituted Charitable Incorporated Organisation (eg. trust, association, company) Trustee selection methods Elected by resolution of Trustees 

- (eg. appointed by, elected by) 

June **2023** 

**TAR** 

1 



## **Section C                    Objectives and activities** 

|**Summary of the objects of the**<br>**charity set out in its**<br>**governing document**<br>**Summary of the main**<br>**activities undertaken for the**<br>**public benefit in relation to**<br>**these objects (include within**<br>**this section the statutory**<br>**declaration that trustees have**<br>**had regard to the guidance**<br>**issued by the Charity**<br>**Commission on public**<br>**benefit)**|To actively promote the physical, emotional, mental & social wellbeing of<br>the inhabitants of Wiveliscombe.|
|---|---|
||1) Through the Wivey Cares Co-ordinators, we facilitate<br>introductions of those requiring Care with self-employed Micro-<br>Providers. We support the Micro-Providers, with appropriate<br>training and introductions.<br>2) The Co-ordinators manages the network of Volunteers who<br>provide befriending activities.<br>3) The Co-ordinators provides guidance and support in claiming<br>Attendance Allowance.<br>4) The Co-ordinators supports the local Memory Café, and Memory<br>Activity Group.<br>5) The Wivey Food Project takes surplus food from FareShare and<br>local retailers, and with a team of volunteer cooks and drivers<br>provides over 400 meals that are delivered free of charge<br>(although donations are accepted) to vulnerable households in<br>the community.<br>6) Wivey Grows is a community-based growing project that aims to<br>provide the opportunity, space and support for people of all ages<br>and abilities to grow food and flowers, eat, learn, create and play<br>in a nurtured and shared haven.<br>As Trustees, we have had regard to the Charity Commission’s guidance<br>on public benefit and maintain a close regard to our charitable objectives.|



June **2023** 

**TAR** 

2 



## Section D                      Achievements and performance 

In the year, Wivey Cares has grown its network of volunteers and **Summary of the main** register of Micro-Providers (Self- Employed Carers) which stood at 48 at **achievements of the charity** the end of the year, who respond to diverse requests for help and **during the year** assistance from the community that is Wiveliscombe. We have been able to help secure the Higher Rate Attendance Allowance for over 120 residents, making a major difference to their ability to secure the care they needed, and are entitled too. These funds have facilitated the growth in number of Micro-Providers operating in Wiveliscombe, up from four when we launched, to some twenty-four now, and this number is growing monthly. With the increased availability of Micro-Providers, we are now able to facilitate earlier Hospital discharges, (with cost savings to the NHS from ‘bed blocking’) We envisage this to be an area of growth and funding for our co-ordinators in the coming years. Initially in response to Lockdown, and by utilising and building on our network of volunteers, we have been able to establish the Wivey Food Project, which during the year have cooked and delivered over 20,000 meals. In addition to the benefits to the recipients, the positive impact on the wellbeing amongst the volunteers as camaraderie built up, is building on a solid volunteer base in our community. This has now become an invaluable service to vulnerable households. We have become an exemplar of delivering community food resilience, and we are looking to build on this in the coming year. We have moved forward with our Memory Activity Group, which runs on a bi-weekly basis but hope to secure funding to make this a regular weekly activity as we secure further funding. Attendance has typically been six, with their carer each session In May we publicly launched our therapeutic horticultural project, ‘Wivey Grows’, which over 350 local residents attended. We launched the website Wiveygrows.net and we have deployed Better Impact to track our volunteers involvement. In January we had signed a two year licence (@£5 pa) with Voyage Cares for use of their site at Langley House, TA4 2UF, which provides us with a full range of facilities for the project. 

June **2023** 

**TAR** 

3 



ection E
Financial review
8tlef ststement of the
harity's pollcy on r•sery•s
To build up to Six months reserves to cover the operating costs of cutrent
activlties, whilst embracing new opportunitl8S to expand the setvices
provided to the community we serve, consetvativety.
Details of any funds rn*erially
in defi¢il
NIA
Section F
Other optional information
Section G
Declaration
The trustges declare that they have approved the trustees, report above.
Slgn8d on bghalf of the charity's
ustees
Slgnaturels)
Full namels)
Posltion (•g Secrotary. Chair,
etcl
Date
IQ

CHARITY COMMISSION
FOR ENGLAND AND WALES
vov
118257S
Receipts and payments accounts
CC16a
Forthg p•rfod
frorn
To
3110812022
Section A Receipts and payments
Unresirfcted
funds
Restrfcted funds
Endowtnen¢
fund$
Total fund¥
LaBtyoar
TWB5t £
Al Roc•1 ts
rAMatioTh8. Ié
ac￿ aThJ
Bank irneFesl
rants
18.
43.170
61.975
32.e61
Sub total(Gross incorne fDrARI
43,179
61,Y79
32.&87
A2 Asset Jnd Invostrn•nt swlg
see table
Sub total
18,800
43.17$
e1,#7g
32.687
A3Pa
m¢nts
Advertlsing & Tr￿￿811n
il 6 ACr.0￿nIan￿Y l¥
5alaTits atsd ￿al￿nal
Food Pwcl IngreOI
260
Ip
p Cos15lE¥pETh5£5
Rentlhire of
O OB5
4$3
304
20
153
478
250
20
IT Soft￿•re S
Pnrtifig. postagp, and
491
Bank Inte￿st and tha￿jeS
Act￿11￿ Gr￿p
Minu188 8ecrelery
Lknations
41
41
200
st￿[Tr￿
Sub tolal
1T,3Y
31255
A4 Asset and Invostmgnt
pur¢knase6.1soe labhl
3.WJO
C(fflWEtyJiTrMW
60
Sub total
14146
14140
3.900
TOtal￿Y￿ents
17,334
30,077
20,164
Nol of re¢elpts/(paymenls)
A5 Trdnsf8ts bwtwéén funds
A6Cw¥h fund$ last y¢ar end
Cash funds this yearend
1.466
13.102
14.56
12.523
3.684
11,370
24,472
15.054
29.622
2,S31
15.054
5.150

Section B Statement of assets and liabilities at the end of the period
Unre5trict8d
funds
lonwr4gtE
Rest￿tted funds
Endowtnent
fuDd¥
tor￿T￿￿t E
Catègorl•s
DotaH5
B1 Ca5hfund8
AcrouDt 16-58-10.. 21127530
146D5
Totalc&sh funds
13.609
Unrest)Icted
fun*Js
Re5trfclpd fund8
Endowment
lunds
IorLèar￿t É
B2 Other mon&tsry 45sets
83 Investmènt 888ets
vpl
D•talls
tchen eiuipnTnt inc tefThJeraled tra*r
84 Assets retsined forthE
charity's own u86
FDEd fvDJ8cI
11086
14,086
nyut¢r El￿p￿n1.-ze1t1e
F￿t￿WhIch
du
loptlonati
IWl(ry41
B5 L*bllètles
s￿￿¢0 by onE orlw Iw$t¢e¥ on
b8ha¥ Df all the iNGteés
nature
Prnt Name
Dat& of 8pprov£l
David Patterson
29106f2023


## **Independent examiner's report on the accounts** 

## **Section A                        Independent Examiner’s Report** 

|**Report to the trustees/**<br>**members of**<br>**On accounts for the year**<br>**ended**<br>**Set out on pages**|Charity Name<br>Wivey Cares|Charity Name<br>Wivey Cares|Charity Name<br>Wivey Cares|
|---|---|---|---|
|||||
||31/8/2022|**Charity no**<br>**(if any)**|1183575|
|||||
||1|||



I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended **31/8/2022** . 

**Responsibilities and** As the charity's trustees, you are responsible for the preparation of the **basis of report** accounts in accordance with the requirements of the Charities Act 2011 (“the Act”). 

I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. 

**Independent** I have completed my examination.  I confirm that no material matters have **examiner's statement** come to my attention in connection with the examination which gives me cause to believe that in, any material respect: 

- the accounting records were not kept in accordance with section 130 of the Charities Act; or 

- the accounts did not accord with the accounting records; or 

- the accounts did not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 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. 

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. 

**Signed: Date:** 28/06/2023 **Name:** Jake Sharland ACMA CGMA **Relevant professional** The Chartered Institute of Management Accountants **qualification(s) or body (if any): Address:** Saddlebacks, Holcombe Rogus, Wellington, TA21 0PN 

1 

**June 2023** 

**IER** 

