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2023-08-31-accounts

Trustees’ Annual Report for the period

From 1/9/2022 Period start date To 31/8/2023 Period end date

Charity name: Wivey Cares

Charity registration number: 1183575

Objectives and Activities

SORP reference
Summary of the purposes of
the charity as set out in its
governing document		 Para 1.17 To actively promote the physical, emotional,
mental & social wellbeing of the inhabitants of
Wiveliscombe.
Summary of the main
activities in relation to those
purposes for the public
benefit, in particular, the
activities, projects or
services identified in the
accounts.		 Para 1.17 and
1.19		 1) Through the Wivey Cares Co-
ordinator, we facilitate introductions of
those requiring Care with self-
employed Micro- Providers. We
support the Micro-Providers, with
appropriate training and introductions.
2) The Co-ordinator manages the
network of Volunteers who provide
befriending activities.
3) The Co-ordinator provides guidance
and support in claiming Attendance
Allowance.
4) The Co-ordinator supports the local
Memory Activity Group.
5) The Wivey Food Project takes
surplus food from FareShare and local
retailers, and with a team of volunteer
cooks and drivers provides over 400
meals that are delivered free of charge
(although donations are accepted) to
vulnerable households in the
community.
6) Wivey Grows is a community-based
growing project that aims to provide
the opportunity, space and support for
people of all ages and abilities to grow
food and fowers, eat, learn, create
and play in a nurtured and shared
haven.
As Trustees, we have had regard to the
CharityCommission’sguidance onpublic

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benefit and maintain a close regard to our
charitable objectives.
Statement confirming Para 1.18 The trustees have regard to the Charity
whether the trustees have Commission’s guidance on public benefit
had regard to the guidance
issued by the Charity
Commission on public
benefit
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Additional information (optional)

You may choose to include further statements where relevant about:

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SORP reference
Para 1.38
Policy on grant making
Para 1.38
Policy on social investment
including program related
investment
Volunteers make an important contribution to the
running of the Memory Activity Group (4 volunteers)
and Wivey Food Project (15 volunteers)
Para 1.38
Contribution made by
volunteers
Other
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Achievements and Performance

SORP reference
Summary of the main
achievements of the charity,
identifying the difference the
charity’s work has made to
the circumstances of its
beneficiaries and any wider
benefits to society as a
whole.		 Para 1.20 In the year, Wivey Cares has grown its
network of volunteers and register of Micro-
Providers (Self- Employed Carers) which stood
at 56 at the end of the year, who respond to
diverse requests for help and assistance from
the community that is Wiveliscombe and the
surrounding parishes.
We have been able to help secure the Higher
Rate Attendance Allowance for over 140
residents, making a major diference 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 ffty-six now. The number of
people receiving care has risen to over 80 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.
The Memory Activity Group has gone from
strength to strength with around 20 people
attending on a weekly basis. The positive
feedback is testament to the hard work put in
by Reminiscence Learning, our coordinator
and volunteers.
By utilising and building on our network of
volunteers, we have been able to continue the
running of the Wivey Food Project, which
during the year has cooked and delivered over
22,000 meals. In addition to the benefts 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. The Wivey Food Project
became a separate charity in February 2023
under the name of Wivey Kitchen CIO.
Wivey Grows continuestofourish. It is a

community-based growing project that aims to provide the opportunity, space and support for people of all ages and abilities to grow food and flowers, eat, learn and create in a shared environment. The licence with Voyage Cares is continuing and is based at Langley House near Wiveliscombe, which provides us with a full range of facilities.

Additional information (optional) You may choose to include further statements where relevant about:


Achievements against
objectives set
Para 1.41
The network of Micro-Providers has grown in line
with objectives which has been managed by
increased working hours of our co-ordinator. Those
attending the Memory Activity Group has shown a
very pleasing increase with the local care home
being actively involved. The Wivey Food Project has
continued to increase the number of volunteers who
meet weekly to prepare over 400 meals.
Performance of fundraising
activities against objectives
set		 Para 1.41 Fundraising has been successful meaning we have
funds which gives us a reserve of about 6 months.
Investment performance
against objectives		 Para 1.41
Other

Financial Review

Review of the charity’s Para 1.21 financial position at the end of the period Statement explaining the Para 1.22 policy for holding reserves stating why they are held Amount of reserves held Para 1.22 Reasons for holding zero Para 1.22 reserves Details of fund materially in Para 1.24 deficit Explanation of any Para 1.23 uncertainties about the charity continuing as a going concern

Additional information (optional) You may choose to include further statements where relevant about:


The charity’s principal
sources of funds (including
any fundraising)
Para 1.47
The principal source of funds comes from grant
applications, notably
The Allan Lane Foundation
Somerset Community Foundation
Fairfield Charitable Trust
Wiveliscombe Town Council
Plus fundraising events held locally
Investment policy and
objectives including any
social investment policy
adopted		 Para 1.46
A description of the principal
risks facing the charity		 Para 1.46 We are looking in the future to becoming less reliant
on grants and becoming more self-sustaining. We
hope to use development funds to set up a ‘Friends
of Wivey Cares’ scheme to provide a monthly
revenue.

Other

Structure, Governance and Management

Description of charity’s
trusts:
Type of governing document
(trust deed, royal charter)		 Para 1.25 Constitution
How is the charity
constituted?
(e.g unincorporated
association, CIO)		 Para 1.25 CIO
Trustee selection methods
including details of any
constitutional provisions e.g.
election to post or name of
any person or body entitled
to appoint one or more
trustees		 Para 1.25 Elected by resoluton of Trustees

Additional information (optional) You may choose to include further statements where relevant about:


Policies and procedures
adopted for the induction
and training of trustees
Para 1.51
New trustees are given an induction from the Chair,
Treasurer and Co-ordinator to look at the constitution
to become confident in the running of the charity.
Existing trustees pass on information about their area
of responsibility at the monthly meetings and
everyone is involved with evaluating the success of
Wivey Cares.
The charity’s organisational
structure and any wider
network with which the
charity works		 Para 1.51 The charity works with the doctors surgery, village
agents, local schools and hospital to identify anyone
in need of extra care.
Relationship with any
related parties		 Para 1.51

Other

Reference and Administrative details

Charity name Wivey Cares
Other name the charity uses
Registered charity number 1183575
Charity’s principal address Community Office
3 The Square
Wiveliscombe
Somerset
TA4 2PX

Names of the charity trustees who manage the charity

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20		 Trustee name Office (if any) Dates acted if not for
whole year		 Nam
e of
pers
on
(or
body
)
entitl
ed to
appo
int
trust
ee (if
any)
David Patterson Chair
Christopher Alan Howe Trustee/Treasurer
Rosie Boylan Trustee
David Lawrence Topham Trustee
BeverleyAnne Shaw Trustee From 1/12/2022
John Ernest Osborne Treasure Upto 15/2/2023
Nina Katherine Benson Trustee Upto 15/2/2023
Mark Blaker Trustee From 27/4/2023

– Corporate trustees names of the directors at the date the report was approved

Director name

Name of trustees holding title to property belonging to the charity

Trustee name Dates acted if not for whole year

Description of the assets held in this capacity

Funds held as custodian trustees on behalf of others

Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects

Details of arrangements for safe custody and segregation of such assets from the charity’s own assets

Additional information (optional) Names and addresses of advisers (Optional information)

Names and addresses of advisers (Optional information) Names and addresses of advisers (Optional information) Names and addresses of advisers (Optional information)
Type of
adviser
Name
Address
Name of chief executive or names of senior staff members (Optional information)

Exemptions from disclosure

Reason for non-disclosure of key personnel details

Other optional information

Declarations

The trustees declare that they have approved the trustees’ report above.

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Signed on behalf of the charity’s trustees
Signature(s)
Beverly Shaw
Full name(s) David Patterson
Position (eg Chair Deputy Treasurer
Secretary, Chair, etc)
Date
17/06/2024
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Charity Name Wivey Cares

No (if any) 1182575

Recei ts and a ments accounts p p y

CC16a

For the period Period start date Period end date To from 9/1/2022 8/31/2023

Section A Receipts and payments

Unrestricted Restricted Endowment funds funds funds

Total funds Last year funds funds funds to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £

A1 Receipts

A1 Receipts to the nearest £
Unrestricted
funds		 to the nearest £
Restricted
funds		 to the nearest £
Endowment
funds		 Total funds
to the nearest £		 Last year
to the nearest £
Donations,lagacies andgrants 27,410 16,992 - 44,402 61,979
Interest 63 - - 63 -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
Sub total(Gross income for AR) 27,473
 16,992 - 44,465 61,979
A2 Asset and investment sales,
(see table).
- - - -
- - - - -
Sub total - - - - -
**Total receipts ** 27,473 16,992 - 44,465 61,979
A3 Payments
MemoryActivityGroup
6,398
Insurance
230
WiveyKitchen equipment
-
WiveyFood Project ingredients
-
WiveyGrows supplies
-		 A3 Payments
MemoryActivityGroup
6,398
Insurance
230
WiveyKitchen equipment
-
WiveyFood Project ingredients
-
WiveyGrows supplies
-		 -
461
6,233
4,819
5,541		 -
-
-
-
-		 6,398
691
6,233
4,819
5,541

MemoryActivityGroup		 6,398 - - 6,398 -
Insurance 230 461 - 691 -
WiveyKitchen equipment - 6,233 - 6,233 -
WiveyFood Project ingredients - 4,819 - 4,819 -
WiveyGrows supplies - 5,541 - 5,541 -

06/19/2024

1

Minutes secretary 300 - - 300 -
Admin 887 312 - 1,199 -
Wages 18,217 - - 18,217 -
Transfer to WiveyKitchen - 10,469 - 10,469 -
Sub total 26,032 27,835 - 53,867 33,265
A4 Asset and investment
purchases, (see table)
- - - -
- - - -
**Sub total ** - - - - 14,146
**Total payments ** 26,032 27,835 - 53,867 47,411
**Net of receipts/(payments) ** 1,441 - 10,843 - - 9,402 14,568
A5 Transfers between funds - - - - -
A6 Cash funds last year end 12,621 16,997 - 29,618
**Cash funds this year end ** 14,062 6,154 - 20,216 14,568

Section B Statement of assets and liabilities at the end of the period

Categories
B1 Cash funds		 Details
Triodos 16-58-10 21127530
Co-op 08-92-99 67286184
Total cash funds
(agree balances with receipts and payments
account(s))		 to nearest £
163
13,899
-
14,062
OK
Unrestricted
funds
Unrestricted
funds		 to nearest £
6,154
-
-
6,154
OK
Restricted
funds
Restricted
funds		 to nearest £
Endowment
funds
-
-
-
-
OK
Endowment
funds

06/19/2024

2

B2 Other monetary assets

B3 Investment assets

B4 Assets retained for the charity’s own use

Details
Details
Details		 to nearest £
-
-
-
-
-
-
Fund to which
asset belongs
Fund to which
asset belongs		 to nearest £
-
-
-
-
-
-
Cost (optional)
-
-
-
-
-
Cost (optional)
-
-
-
-
-
-
-
-
-		 to nearest £
-
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
Current value
(optional)
- -
- -
- -
- -
- -
- -
- -
- -
- -

06/19/2024

3

B5 Liabilities

Signed by one or two trustees on behalf of all the trustees

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Fund to which Amount due When due
Details liability relates (optional) (optional)
-
-
-
-
-
Date of
Signature Print Name
approval
David Patterson 17/06/2024
Beverly Shaw
17/06/2024
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06/19/2024

4

Independent examiner's report on the accounts

Section A Independent Examiner’s Report

Report to the trustees/
members of
On accounts for the year
ended
Set out on pages		 Charity Name
Wivey Cares		 Charity Name
Wivey Cares		 Charity Name
Wivey Cares
31/08/2023 Charity no
(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 31/08/2023 . 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:

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: 10/06/2024 Name: Jake Sharland CGMA Relevant professional The Chartered Institute of Management Accountants qualification(s) or body (if any): Address: Saddlebacks, Holcombe Rogus, Wellington, TA21 0PN

1

June 2024

IER