## **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
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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 - (eg. appointed by, elected by) ## **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; - The charity works with the doctor’s surgery, village agents, local schools - the charity’s organisational and hospital to identify anyone in need of extra care. structure and any wider network with which the charity works; - relationship with any related parties; - trustees’ consideration of major risks and the system and procedures to manage them. ## **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** March **2012** **TAR** 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: - policy on grantmaking; - policy programme related investment; - contribution made by volunteers. March **2012** **TAR** 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** **TAR** 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: - the charity’s principal Co-operative Community Fund sources of funds (including any fundraising); Wiveliscombe Town Council - how expenditure has Local fundraising events - supported the key objectives of the charity; Co-operative Community Fund Wiveliscombe Town Council - investment policy and objectives including any ethical investment policy adopted. ## **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** **TAR** 5 **Position (eg Secretary, Chair,** Chair Treasurer **etc) Date** 13.5.2025 March **2012** **TAR** 6 **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|| |||||||||| ||||||||||