## **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|
**----- Start of picture text -----**
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
**----- End of picture text -----**
## **Additional information (optional)**
## You may choose to include further statements where relevant about:
**----- Start of picture text -----**
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
**----- End of picture text -----**
## **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||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
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||||||
||||||
– 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.**
**----- Start of picture text -----**
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
**----- End of picture text -----**
**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
**----- Start of picture text -----**
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
**----- End of picture text -----**
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:
- 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:** 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**