## **Trustees' Annual Report for the period** 

||Period start date|Period start date|||Period end date|Period end date||
|---|---|---|---|---|---|---|---|
||1|Sep|2024||31|Aug|2025|
|**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** 18 West Street Wiveliscombe Taunton **TA4 2JP** 

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

|1<br>2<br>3<br>4<br>5<br>6<br>7<br>8<br>9<br>10<br>11<br>12<br>13<br>14<br>15<br>16<br>17<br>18<br>19<br>20|**Trustee name**|**Office (if any)**|**Dates acted if not for**<br>**wholeyear**|**Name of person (or body) entitled**<br>**to appoint trustee(if any)**|
|---|---|---|---|---|
||David Patterson|HonoraryChair|||
||Christopher Howe|Chair|||
||BeverlyShaw|Treasurer|||
||Valeria Coots|Trustee|||
||Margaret Browning|Trustee|||
||Mark Blaker|Trustee|||
||Paul Harrison|Trustee|November 2025||
||||||
||||||
||||||
||||||
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## **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** 

Type of governing document 

Constitution 

- (eg. trust deed, constitution) 

How the charity is constituted 

CIO 

- (eg. trust, association, company) 

Trustee selection methods 

Elected by resolution of trustees 

- (eg. appointed by, elected by) 

## **Additional governance issues (Optional information)** 

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

- policies and procedures adopted for the induction and training of trustees; 

- the charity’s organisational structure and any wider network with which the charity works; 

New trustees are given an induction from the Chair 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 works with the doctor’s surgery, village agents, local schools and hospitals to identify anyone in need of extra care. 

- 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 and the surrounding 10 parishes. 

**Summary of the objects of the charity set out in its governing document** 

March **2012** 

**TAR** 

2 



|**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)**|1) Through the Wivey Cares Co-ordinator, we facilitate introductions of<br>those requiring care with self-employed Micro-Providers. We<br>support the Micro-Providers with appropriate training and introductions.<br>2) The Co-ordinator manages the network of volunteers who provide<br>befriending activities.<br>3) The Co-ordinator provides guidance and support in claiming<br>Attendance Allowance.<br>4) The Co-ordinator supports the local Memory Activity Group which<br>meets every week and supports people with memory difficulties.<br>5) The Co-ordinator runs a lunch club every Friday, providing a warm<br>meal, social space and an activity or talk.<br>6) One of our trustees has established a Wednesday weekly health walks<br>group. With short, easy guided walks followed by tea and biscuits.<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.|
|---|---|



## **Additional details of objectives and activities (Optional information)** 

Volunteers play a very important part in the running of the Memory Activity Group, the Hub & Grub Group (approximately 4 volunteers per You **may choose** to include group) and at fundraising events. further statements, where relevant, about: • policy on grantmaking; 

- policy programme related investment; 

- • contribution made by volunteers. 

Section D                      Achievements and performance 

March **2012** 

**TAR** 

3 



Section D                      Achievements and performance Over the past year, Wivey Cares has continued to grow its network of **Summary of the main** volunteers and register of Micro-Providers. Respectively these figures **achievements of the charity** now stand at 13 (12 last year) and 62 (59 last year). Our Micro-Providers **during the year** respond to diverse requests for help and assistance from our community and the surrounding parishes. We continue to help secure the higher and lower rate Attendance Allowance (and Blue Badges) for some of our clients, making a major difference in their ability to secure the care they need. The number of people receiving care has also risen and currently stands at 132 from 100 at the same time last year. Our database shows that this number continues to grow month on month. With the increase in Micro-Providers, we are now able to facilitate earlier hospital discharges, with a knock-on cost saving to the NHS from ‘bed blocking’. The Memory Activity Group continues to be a great success with a good number of regulars attending each week. We have also established our new Friday lunch club ‘Hub & Grub’. It has only been running for a month or so, but so far it has been very well received. Once again, it is only possible to provide such a group with the input of our dedicated volunteers. Over the past 12 months we are slowly moving towards becoming selfsustaining and less reliant on grants. We have set up a ‘Friends of Wivey Cares’ scheme, plus we ask clients to make a small monthly contribution towards the care they receive, and we ask Micro-Providers to make a small annual donation towards the training and support they receive. To initiate this move to self-reliance, we secured a grant to take on a temporary fundraising co-ordinator. 

## **Section E                    Financial review** 

We are looking to sustain a 3-month reserve to cover our running costs of **Brief statement of the** approximately £10,000. **charity’s policy on reserves Details of any funds materially** None **in deficit** 

**Further financial review details (Optional information)** 

March **2012** 

**TAR** 

4 



The principal source of funds comes from grant applications, notably. You **may choose** to include additional information, where Accelerated Reform Fund (ARF) relevant about: Brendon Energy • the charity’s principal Co-operative Community Fund sources of funds (including Fairfield Trust any fundraising); Foyle Foundation • how expenditure has Raynors Foundation Somerset Community Foundation (SCF) supported the key objectives Wiveliscombe Town Council of the charity; Wessex Water • investment policy and Wiveliscombe Consolidated Charities objectives including any ethical investment policy The Big Give and other Local fundraising events adopted. 

## **Section F                     Other optional information** 

## **Section G                    Declaration** 

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

**Signed on behalf of the charity’s trustees** 


**----- Start of picture text -----**<br>
Signature(s)<br>Beverly Shaw<br>Full name(s)  Christopher Howe<br>Position (eg Secretary,  Chair  Treasurer<br>Chair, etc)<br>Date<br> 03/06/2026<br>**----- End of picture text -----**<br>


March **2012** 

**TAR** 

5 




**Wivey Cares** 

**1183575** 

## **Receipts and payments accounts** 

**CC16a** 

|**For the period**<br>**from**|Period start date<br>01/09/2024|**To**|
|---|---|---|



## **Section A Receipts and payments** 

**Unrestricted Endowment Restricted funds Total funds Last year funds funds to the nearest      £ to the nearest £ to the nearest £ to the nearest £ to the nearest £** 

## **A1 Receipts** 

|**A1 Receipts**|||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|Donation, grants, legacies||**-**|**57,078-**|||||||**-**|**--**|||**-**|**57,078-**|||**-**|**23,300-**||
|MAG Income||**-**|**3,160-**|||**-**|**--**|||**-**|**--**|||**-**|**3,160-**|||**-**|**--**||
|||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**||
|||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**||
|||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**||
|||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**||
|||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**||
|||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**||
|**_Sub total_**_(Gross income for AR)_||**-**|**60,238-**|||**-**|**--**|||**-**|**--**|||**-**|**60,238-**|||**-**|**23,300-**||



|**_Sub total_**_(Gross income for AR)_|**_Sub total_**_(Gross income for AR)_||**-**|**60,238-**|||**-**|**--**|||**-**|**--**|||**-**|**60,238-**||||**-**|**23,300-**||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
||||||||||||||||||||||||
|**A2 Asset and investment sales,**|||||||||||||||||||||||
|**(see table).**|||||||||||||||||||||||
||||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**||||**-**|**--**||
||||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**||||**-**|**--**||
||**_Sub total_**||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**||||**-**|**--**||
||||||||||||||||||||||||
||**_Total receipts_ **||**-**|**60,238-**|||**-**|**--**|||**-**|**--**|||**-**|**60,238-**||||**-**|**23,300-**||



|**A3 Payments**||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|Memory Activity Group|**-**|**5,955-**||**-**|**--**||**-**|**--**||**-**|**5,955-**|||**-**|**5,588-**|
|Insurance|**-**|**375-**||**-**|**--**||**-**|**--**||**-**|**375-**|||**-**|**606-**|
|Minutes secreatary|**-**|**150-**||**-**|**--**||**-**|**--**||**-**|**150-**|||**-**|**300-**|
|Wages|**-**|**28,999-**||**-**|**--**||**-**|**--**||**-**|**28,999-**|||**-**|**20,992-**|
|Training|**-**|**329-**||**-**|**--**||**-**|**--**||**-**|**329-**|||**-**|**65-**|



CCXX R1 accounts (SS) 

16/06/2026 

1 



|Admin & advertising|||**-**|**2,702-**|||**-**|**--**|||**-**|**--**|||**-**|**2,702-**|||**-**|**2,183-**||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|Other|||**-**|**2,310-**|||**-**|**--**|||**-**|**--**|||**-**|**2,310-**|||**-**|**7,133-**||
||||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**||
||||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**||
||**_Sub total_ **||**-**|**40,820-**|||**-**|**--**|||**-**|**--**|||**-**|**40,820-**|||**-**|**36,867-**||



|||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|**A4 Asset and investment**||||||||||||||||||||||
|**purchases, (see table)**||||||||||||||||||||||
|||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**||||**-**|**--**||
|||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**||||**-**|**--**||
|**_Sub total_ **||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**||||**-**|**--**||
|||||||||||||||||||||||
|**_Total payments_ **||**-**|**40,820-**|||**-**|**--**|||**-**|**--**|||**-**|**40,820-**||||**-**|**36,867-**||
|||||||||||||||||||||||
|||||||||||||||||||||||
|**_Net of receipts/(payments)_ **||**-**|**19,418-**|||**-**|**--**|||**-**|**--**|||**-**|**19,418-**||||**-**|**13,567-**||
|**A5 Transfers between funds**||**-**|**662-**|||**-**|**--**|||**-**|**--**|||**-**|**662-**||||**-**|**--**||
|**A6 Cash funds last year end**||**-**|**6,649-**|||**-**|**--**|||**-**|**--**|||**-**|**6,649-**||||**-**|**--**||
|**_Cash funds this year end_ **||**-**|**25,405-**|||**-**|**--**|||**-**|**--**|||**-**|**25,405-**||||**-**|**6,649-**||
|||||||||||||||||||||||



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

|||||||**Unrestricted**|||**Restricted funds**|**Restricted funds**||||**Endowment**||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
||**Categories**|**Details**||||**funds**||||||||**funds**||
|||||||**to nearest £**||||**to nearest £**||||**to nearest £**||
|**B1**|**Cash funds**|Wivey Cares|||**-**|**25,405-**|||**-**|**--**|||**-**|**--**||
||||||**-**|**--**|||**-**|**--**|||**-**|**--**||
||||||**-**|**--**|||**-**|**--**|||**-**|**--**||
|||**_Total cash funds_**|||**-**|**25,405-**|||**-**|**--**|||**-**|**--**||
|||(agree balances with receipts and payments account<br>(s))|||OK||||OK||||OK|||
|||||||**Unrestricted**|||**Restricted funds**|||||**Endowment**||
|||||||**funds**||||||||**funds**||



CCXX R2 accounts (SS) 

16/06/2026 

2 



|**B2 Other monetary assets**<br>**B3 Investment assets**<br>**B4 Assets retained for the**<br>**charity’s own use**|**Details**|**to nearest £**|**to nearest £**|**to nearest £**|
|---|---|---|---|---|
|||**-**<br>**--**|**-**<br>**--**|**-**<br>**--**|
|||**-**<br>**--**|**-**<br>**--**|**-**<br>**--**|
|||**-**<br>**--**|**-**<br>**--**|**-**<br>**--**|
|||**-**<br>**--**|**-**<br>**--**|**-**<br>**--**|
|||**-**<br>**--**|**-**<br>**--**|**-**<br>**--**|
|||**-**<br>**--**|**-**<br>**--**|**-**<br>**--**|
|||||**Current value**<br>**(optional)**|
|||||**-**<br>**--**|
|||||**-**<br>**--**|
|||||**-**<br>**--**|
|||||**-**<br>**--**|
|||||**-**<br>**--**|
|||||**Current value**<br>**(optional)**|
||||**-**<br>**--**|**-**<br>**--**|
||||**-**<br>**--**|**-**<br>**--**|
||||**-**<br>**--**|**-**<br>**--**|
||||**-**<br>**--**|**-**<br>**--**|
||||**-**<br>**--**|**-**<br>**--**|
||||**-**<br>**--**|**-**<br>**--**|
||||**-**<br>**--**|**-**<br>**--**|
||||**-**<br>**--**|**-**<br>**--**|
||||**-**<br>**--**|**-**<br>**--**|
||||||



CCXX R3 accounts (SS) 

16/06/2026 

3 



|**B5 Liabilities**<br>Signed by one or two trustees on behalf of<br>all the trustees|**Details**|**Fund to which**<br>**liability relates**|**Amount due**<br>**(optional)**|**When due**<br>**(optional)**|
|---|---|---|---|---|
||||**-**<br>**--**||
||||**-**<br>**--**||
||||**-**<br>**--**||
||||**-**<br>**--**||
||||**-**<br>**--**||
|||||Date of approval|
|||||03/06/2026|
|||||03/06/2026|



CCXX R4 accounts (SS) 

16/06/2026 

4 



**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|||
|||||
||31/08/2025|**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 **31/08/2025** . **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 

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:**<br>**Name:**<br>**Relevant professional**<br>**qualification(s) or body**<br>**(if any):**<br>**Address:**<br> <br>||13/04/2026|
|---|---|---|
||||
||Jake Sharland CGMA||
||||
||The Chartered Institute of Management Accountants||
||||
||Saddlebacks, Holcombe Rogus, Wellington, TA21 0PN||
||||
||||



1 

**April 2026** 

**IER** 



## **Section B                           Disclosure** 

Only complete if the examiner needs to highlight material matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners). 

**Give here brief details of any items that the examiner wishes to disclose** . 

2 

**April 2026** 

**IER**