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2024-08-31-accounts

Trustees' Annual Report for the period

Period start date Period end date 1 Sep 2023 31 Aug 2024

From To

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 Community Office 3 The Square Wiveliscombe Postcode TA4 2JT

Names of the charity trustees who manage the charity

1
2
3
4
5
6
7
8
9
10
11
12
13
14
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16
17
18
19
20		 Trustee name Office (if any) Dates acted if not for whole
year		 Name of person (or body) entitled
to appoint trustee (ifany)
David Patterson Chair
Christopher Alan Howe Treasurer
Rosie Boylan Trustee
David Lawrence Topham Trustee
BeverleyAnne Shaw Trustee
Mark Blaker Trustee
Valeria Coots Trustee 22 Jan 2024 onwards

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

Name Dates acted if not for whole year

March 2012

TAR

1

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

Section B Structure, governance and management

Description of the charity’s trusts

Constitution

Type of governing document (eg. trust deed, constitution) CIO How the charity is constituted (eg. trust, association, company) Elected by resolution of trustees Trustee selection methods

Additional governance issues (Optional information)

New trustees are given an induction from the Chair, You may choose to include Treasurer and Co-ordinator to look at the constitution to become confident additional information, where in the running of the charity. relevant, about: Existing trustees pass on information about their area of responsibility at  policies and procedures the monthly meetings and everyone is involved with evaluating the success of Wivey Cares. adopted for the induction and training of trustees;

Section C Objectives and activities

To actively promote the physical, emotional, mental & social wellbeing of the inhabitants of Wiveliscombe. Summary of the objects of the charity set out in its governing document

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2

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. Summary of the main activities undertaken for the 4) The Co-ordinator supports the local Memory Activity Group which public benefit in relation to meets every week and supports people with memory difficulties. these objects (include within this section the statutory 5) Wivey Grows is a community-based growing project that aims to declaration that trustees have provide the opportunity, space and support for people of all ages and had regard to the guidance abilities to grow food and flowers, eat, learn, create and play in a nurtured issued by the Charity and shared haven. Commission on public benefit) As Trustees, we have had regard to the Charity Commission’s guidance on public benefit and maintain a close regard to our charitable objectives.

Additional details of objectives and activities (Optional information)

Volunteers play an important contribution to the running of the Memory Activity Group (4 volunteers)

You may choose to include further statements, where relevant, about:

March 2012

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3

Section D Achievements and performance

Summary of the main achievements of the charity during the year

In the year, Wivey Cares has grown its network of volunteers and register of Micro-Providers (Self- Employed Carers) which stood at 59 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 170 residents, making a major difference to them and their ability to secure the care they need.

These funds have facilitated the growth in number of Micro-Providers operating in Wiveliscombe, up from 4 when we launched, to 59 now. The number of people receiving care has risen to over 100 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-ordinator in the coming years.

The Memory Activity Group has gone from strength to strength with around 24 people attending on a weekly basis. The positive feedback is testament to the hard work put in by Reminiscence Learning, our coordinator and volunteers.

Wivey Grows continued to flourish. 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 activities. It became its own charity on 9 Jan 2024.

March 2012

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4

Section E Financial review

We are looking to build up reserves of 3 months running costs, £7,500

Brief statement of the charity’s policy on reserves Details of any funds materially None in deficit

Further financial review details (Optional information)

The principal source of funds comes from grant applications, notably. National Lottery

You may choose to include additional information, where relevant about:

Co-operative Community Fund

Wiveliscombe Town Council

Section F Other optional information

We are actively looking to becoming self-sustaining in the future and less reliant on grants. We would like to set up a ‘Friends of Wivey Cares’ scheme, plus ask clients for a small contribution (£18) monthly towards the care they receive. To initiate this, we have secured grants to take on a fundraising co-ordinator for 6 months, initially.

Section G Declaration

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

Signed on behalf of the charity’s trustees

Signature(s) Full name(s) David Patterson

Christopher Alan Howe

March 2012

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5

Position (eg Secretary, Chair, Chair Treasurer etc) Date 13.5.2025

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Wivey Cares 1183575 Receipts and payments accounts ts and payments accounts ayments accounts ments accounts CC16a

Receipts and payments accounts

For the period Period start date Period end date To from 9/1/2023 8/31/2024

Section A Receipts and payments

Section A Receipts and payments Section A Receipts and payments
A1 Receipts
Donation,grants, legacies
22,321
WiveyGrowsgrants donations
-
WiveyKitchengrants donation
-
-
-
-
-
-
22,321
Unrestricted
funds
to the nearest £
Sub total(Gross income for AR)		 to the nearest £
283
696
-
-
-
-
-
979
Restricted
funds		 to the nearest £
-
-
-
-
-
-
-
-
-
Endowment
funds		 Total funds
to the nearest £
22,321
283
696
-
-
-
-
-
23,300		 Last year
to the nearest £
Donation,grants, legacies 22,321 - 22,321 44,465
WiveyGrowsgrants donations - 283 - 283 63
WiveyKitchengrants donation - 696 - 696 -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
Sub total(Gross income for AR) 22,321
 979 - 23,300 44,465
-
-
Sub total -
Total receipts 22,321
A2 Asset and investment sales,
(see table).		 -
-
-
979		 -
-
-
-		 -
-
-
23,300
-
-
979 - 23,300 44,465
A2 Asset and investment sales,
(see table).
- - - -
- - - - -
Sub total - - - - -
**Total receipts ** 22,321 979 - 23,300 44,465
A3 Payments
MemoryActivityGroup
5,588
Insurance
606
Minutes secreatary
300
Wages
20,992
Training
65
Admin & advertising
2,183
WiveyGrows supplies
-
WiveyGrows transfer
-
WiveyKitchen transfer
-
Sub total 29,734
-
-
Sub total -
Total payments 29,734
Net of receipts/(payments) - 7,413
A5 Transfers between funds
-
A6 Cash funds last year end
14,062
Cash funds this year end 6,649
A4 Asset and investment
purchases, (see table)		 -
-
-
-
-
-
811
5,626
696
7,133
-
-
-
7,133
- 6,154
-
6,154
-		 -
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-		 5,588
606
300
20,992
65
2,183
811
5,626
696
36,867
-
-
-
36,867
- 13,567
-
20,216
6,649
-
-
-
-
-
-
-
-
-
53,867
-
53,867
- 6,154 - - 13,567 - 9,402
- - - -
6,154 - 20,216 -
- - 6,649 - 9,402

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

Details
Wivey Cares		 to nearest £
6,649
Unrestricted
funds		 to nearest £
-
Restricted
funds		 to nearest £
Endowment
funds
Wivey Cares 6,649 - -
- - -
- - -
Total cash funds 6,649 - -
(agree balances with receipts and payments
account(s))		 OK OK OK
Unrestricted Restricted Endowment
funds funds funds
Details to nearest £ to nearest £ to nearest £
B2 Other monetary assets - - -
- - -
- - -
- - -
- - -
- - -
Details Fund to which
asset belongs		 Cost (optional) Current value
(optional)
B3 Investment assets - -
- -
- -
- -
- -
Details Fund to which
asset belongs		 Cost (optional) Current value
(optional)
B4 Assets retained for the - -
charity’s own use - -
- -
- -
- -
- -
- -
- -
- -
Fund to which Amount due When due
Details liability relates (optional) (optional)
B5 Liabilities -
-
-
-
-
Signed by one or two trustees on
behalf of all the trustees		 Signature Print Name Date of
approval