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

## **From  01/04/22     Period start date To 31/03/23     Period end date** 

## **Charity name: Cary Cares** 

## **Charity registration number: 1196363** 

## **Objectives and Activities** 

|Summary of the purposes<br>of the charity as set out in<br>its governing document|_To relieve either generally or individually_<br>_persons resident in the Parishes of Castle Cary_<br>_and Ansford who are in conditions of need,_<br>_hardship, or distress by making grants of money_<br>_or providing or paying for items, services or_<br>_facilities calculated to reduce the need,_<br>_hardship, or distress of such persons or to_<br>_advance the educational or recreational_<br>_activities of such persons or groups for the_<br>_benefit of thepublic._|
|---|---|
|Summary of the main<br>activities in relation to<br>those purposes for the<br>public benefit, in<br>particular, the activities,<br>projects or services<br>identified in the accounts.|_Our constitution and objectives limit the main_<br>_services we provide to any residents and_<br>_organisations within the parishes of Castle Cary_<br>_and Ansford. The main activities carried out_<br>_this year were as follows:_<br>•<br>_The free provision of emergency food and_<br>_essentials to residents in need_<br>•<br>_The free provision of a community larder,_<br>_reducing food waste within the_<br>_community._<br>•<br>_The free provision of a signposting service_<br>_to provide help with benefit applications_<br>_etc._<br>•<br>_The provision of grants to organisations_<br>_and individuals in particular to offset_<br>_financial hardship arising as a result in_<br>_unforeseen changes of circumstances._|
|Statement confirming<br>whether the trustees have<br>had regard to the|_The trustees confirm that they have referred to_<br>_the guidance contained in the Charity_|





|guidance issued by the<br>Charity Commission on<br>public benefit|_Commission’s guidance on public benefit when_<br>_agreeing Cary Cares’ aims and objectives, in_<br>_planning services & activities and when setting_<br>_thegrant making policy for theyear._|
|---|---|



_The Charity has established its grant making policy to achieve its objectives to relieve_ Policy on grant making. _conditions of need, hardship or distress to any persons or organisations in need within the parishes of Castle Cary and Ansford. In the past year, we have focussed our provision to assisting families, individuals or organisations suffering hardship arising because of an unforeseen change of circumstances.  We have actively promoted the availability of our grants through social media, newsletters, the town website and through a telephone campaign specifically reaching out to local organisations. Many of our referrals for individual grants come from the health professionals, local schools, and churches, in addition to the CAB and other ‘signposting’ services. When considering grant applications, the trustees carry out appropriate due diligence and ensure that the application meets with both our charitable purposes and our current priorities. Our policy allows us to respond very quickly to hardship requests when needed. All ‘group’ beneficiaries are asked to provide a report giving evidence to show that the grant has been used appropriately. Cary Cares currently has 25 volunteers, and we are hugely grateful to the many hours they_ Contribution made by _spend in running the Community Food Bank_ volunteers. _and larder and providing emergency help and support.  Without this valuable contribution of time, energy and expertise we would not be able to operate.  All our volunteers and trustees provide their time free of charge._ 



## **Achievements and Performance** 

|Summary of the main<br>achievements of the<br>charity, identifying the<br>difference the charity’s<br>work has made to the<br>circumstances of its<br>beneficiaries and any wider<br>benefits to society as a<br>whole.|_Our Main Services:_<br>•<br>_The on-going provision of an emergency_<br>_food and essentials service has ensured_<br>_that residents experiencing financial_<br>_hardship have had free local access to_<br>_food and essentials alleviating the_<br>_requirement for beneficiaries to travel to_<br>_Food banks in neighbouring towns,_<br>_saving both time, cost and fuel_<br>_consumption.  During the past year we_<br>_provided 135 food and essentials boxes_<br>_which equates to about 420 days of food_<br>_support. In addition, as part of our_<br>_‘signposting’ service users of this scheme_<br>_are invited to have discussions with one_<br>_of our trustees who has up to date_<br>_knowledge of the benefits system to assess_<br>_whether other support may also be_<br>_available to them. Through this initiative_<br>_we have successfully assisted residents_<br>_with applications for various benefits._<br>•<br>_In conjunction with Castle Cary Town_<br>_Council, we have established a Food Bank_<br>_and Community Larder in the Millbrook_<br>_Hub in the town.  This facility ensures we_<br>_have a secure base from which to provide_<br>_our emergency food and essentials service_<br>_whilst at the same time ensuring that_<br>_food waste within the town is minimised._<br>_The larder currently has 75 registered_<br>_local families who are using the service_<br>_on a regular basis, equating to about 225_<br>_individual beneficiaries. On average we_<br>_see around 50 visitors per week and_<br>_distribute around 165kg of food in total._<br>_We have established relationships with_<br>_local supermarkets and organisations_<br>_which has assisted us in significantly_<br>_reducing the cost of this service._<br>•<br>_This year, following discussions with staff_<br>_at Ansford Academy, we established a_<br>_‘Community cupboard’ within the school._<br>_The purpose of the cupboard is to ensure_<br>_that all students regardless of their home_<br>_situation have access to certain_<br>_essentials, including emergency snacks._<br>_The contents of the cupboard are_<br>_available to any student in need as_|
|---|---|





_identified by the staff.  Items include toiletries, ‘breakfast bars ‘, essential stationery items, washing detergent, underwear etc._ • _This year we have assisted many individuals and families in dire financial need thus reducing their hardship and distress. We have awarded 7 specific financial grants to individuals and families, totalling £1449 and numerous grants of goods or services, including for example the sourcing of furniture, and providing blankets for families experiencing fuel poverty._ • _In the past year we have issued 9 grants to local organisations totalling £1727. This included assistance towards a ‘warm space’ initiative in the scout hut and a well-being initiative being run by Cary moor Environmental Trust._ • _In December, for the third successive year, we coordinated our very successful Christmas Gift Box scheme; collecting festive donations and distributing them to over 100 residents who would be spending Christmas alone and providing 80 bags of festive food to families experiencing financial hardship.  This seasonal initiative is very well received and helps to alleviate feelings of isolation and loneliness that are often heightened during the festive season_ 



## **Financial Review** 

|**Financial Review**||
|---|---|
|Review of the charity’s<br>financial position at the end<br>of the period|_Cash at bank at 31/03/2023 was £20101 which_<br>_includes restricted funds of £5 to cover specific_<br>_requests to offset fuel poverty, £9875 to cover_<br>_costs associated with provision of the Food_<br>_Bank, larder and emergency food and_<br>_essentials_|
|Statement explaining the<br>policy for holding reserves<br>stating why they are held|_The trustees have examined the charity’s_<br>_requirements for reserves in the light of the_<br>_main risks to our organisation. It has_<br>_established a policy whereby the unrestricted_<br>_funds held by the charity should be between 6_<br>_& 9months of the essential expenditure, to_<br>_allow time to seek external funding if_<br>_necessary. As we are currently in our first full_<br>_year of operation for the larder, we have had_<br>_to estimate this amount and the trustees_<br>_review the funds available at the monthly_<br>_meetings._|
|Amount of reserves held|_Currently our ‘free’ cash reserves stand at_<br>_£10222(Cash at bank less restrictedfunds)_|



## **Additional information** 

_Our main sources of funds this year have been donations from the community, in particular_ The charity’s principal _a large donation of £4230 resulting from a_ sources of funds (including any fundraising) _Community Cookbook project. In addition, we received two grants of £3000 from both Somerset District Council and from HUBBUB towards the cost of provision of the larder and emergency food & essentials In the current financial climate, the trustees are aware that there may well be increased_ A description of the principal _demand for emergency food and essentials._ risks facing the charity _We are closely monitoring the demand to ensure that we have funding in place to meet it._ 



## **Structure, Governance and Management** 

|**Structure, Governance**|**and Management**|
|---|---|
|Description of charity’s<br>trusts:||
|Type of governing document|_Constitution_|
|How is the charity<br>constituted?|_Unincorporated Association_|
|Trustee selection methods<br>including details of any<br>constitutional provisions<br>e.g., election to post or<br>name of any person or body<br>entitled to appoint one or<br>more trustees|_Trustees are appointed or re-appointed_<br>_annually at the Annual General Meeting.   In_<br>_addition, a further two trustees may be_<br>_appointed during the year who will stand_<br>_down at the end of the year._|



## **Additional information** 

|Policies and procedures<br>adopted for the induction<br>and training of trustees.|_There is a safeguarding policy in place and_<br>_DBS checks are carried out prior to the_<br>_commencement of trusteeship and again in_<br>_line with statutory requirements._<br>_A training pack is made available to new_<br>_trustees joining the team, this includes the_<br>_‘Trustees Welcome Pack” provided by the_<br>_charity commission._|
|---|---|
|The charity’s organisational<br>structure and any wider<br>network with which the<br>charity works.|_The trustees oversee the day to day running of_<br>_the charity supported by a team of volunteers_<br>_who assist with queries and the running of the_<br>_Community larder. The trustees actively seek_<br>_the views of its volunteers and wider_<br>_community when deciding the objectives and_<br>_servicepriorities of the charity._|
|Relationship with any<br>related parties|_Castle Cary Town Council actively supports_<br>_Cary Cares in the running of the Community_<br>_Larder.  They provide and maintain the_<br>_premises where the larder is located free of_<br>_charge._|
|Other|_All trustees give their time voluntarily and_<br>_receive no remuneration or other benefits._|



## **Reference and Administrative details** 

|Charityname|_Cary Cares_|
|---|---|
|Other name the charityuses|_None_|
|Registered charity number|_1196363_|
|Charity’s principal address|_Cavendish House_<br>_Fore Street_<br>_Castle Cary_<br>_Somerset_<br>_BA7 7BQ_|





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

|1<br>2<br>3<br>4<br>5<br>6<br>7<br>8|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**<br>**year**|**Name of**<br>**person (or**<br>**body) entitled**<br>**to appoint**<br>**trustee (ifany)**|
|---|---|---|---|---|
||_Ainsley Creedy_|_Chair or_<br>_Trustees_|||
||_David Knight_|_Secretary _|||
||_Geoffrey Woolston_|_Treasurer_|||
||_Karin Hurd_||||
||_Mark Hutton_||||
||_Susan McKenzie_||||
||_Richard Needle_||||
||_Rosemary Rymer_||||



## **Declarations** 

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

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

|**Signature(s)**<br>**Full name(s)**<br>**Position**<br>**(eg Secretary,**<br>**Chair, etc)**<br>**Date**|AinsleylCreedy|Geoff Woolston|
|---|---|---|
||Ainsley Creedy|Geoff Woolston|
||Chair|Treasurer|
||24/10/23||
||24/10/23||





I (HARITY COMMISSION
| FOR INGIANO ANO WAIIS
ry Cares
Receipts and payments accounts
CC16a
For the penod
01n4tt022
Section A Receipts and payments
Unrestricted
lunds
tr*lh• n••rwt
Restricled
fvnds
Endowrnen¢
lunds
Total fvnds
toth• tolh•ffl••M¥iÉ
toth• I
A1 Recfripts
Tian*tsr4lOonolMAI W by T¢J•nChAnty
SSCL F¢LbJ Ban4 Gr
14U8BUg Grant
Irfmdual FryKJ 8ar
(Joriati￿$ bark
Donat￿￿5 CAF
Donations w# Paw Pal
Rv0aw￿l ol
l)onalii?r)s Sa* of Co￿t￿l
270
270
4.732
100
&732
4,2JO
1230
14.369
Sub totaliGross ￿COrne for
ARI
1410$
2¢.054
21.140
A2 Asset •nd Inv￿￿ent￿l￿.
(see tsblol.
Sub total
rol•l recoipts
11.Z49
14.105
26.OSI
21,140
AJPa
E mPi9vri¢y tyoies F•(*1 ￿ EM•r*
172
117
Cjiants to kncal Dr44ruSaty
Lirèllty 4ThJ tamiie4
1.727
1.U9
1,449
913
224
3.329
912
224
224
VLI Powc
Laroei EX￿￿$¢9 IhVBBUBI
PayP84 Ftes
195
2.136
2.136
Sub total
13.QJO
14.061
A4 A85et and inveslment
purchas0*, Ise8 tabi8
Sub total
Tolalpayments
11.086
14.061
Net orr￿elP￿{P&YM9nts}
AS Transfers funds
A6 Cash fvnd$ last ￿￿r*nd
Cash lund$ this ènd
3,71
13,024
7,079
1.745
7.079
2I.IDJ
14,63
7.079
Section B Statement of assets and liabilities at the end of the period
R¢$iricted
fvnds
Eiidowrnont
funds
C,ItegoriQS
Oetslts
lunds
CCXX Rl ISSI
io

B1 Cash funds
14.$39
Total cash funds
11.6J9
5.464
Unrestrlcted
nds
to Tr••rn*l E
Re8tricte4
funds
to n••r••iÉ
EndowmoTht
funds
¢*ti*p¥ovd•ll
Cury•ffltvllu•
83 Inve8tm?nt assets
NE
¢wl (OP￿￿1)
eurr•nt v•lu•
B4 Assets reialned lor th•
hanty's own use
Fufid
Am•￿Trt d
onal
Wh•h du•
85 Liabilitiès
NE
s9￿￿ by one ortwo vustee5 S
811 ol Bll the InJs
Oale of
rvval
Sign*Lwe
Pnnt Name
fl1￿3L(--Y L Ct?fiJl
Z4110120ZJ
CCXX R2 èxounts Iss)

CHARITY COMMISSION
FOR ENGLAND AND WALES
Independent examiner's
report on the accounts
Sectlon A
Independènt Examlner's Report
Report to the trustèèsl
members of
On a¢counts lor th• year
•nd•d
S( *oL3
Charity no
Ilf any)
Set out on pages
I report to Ihe Iwslees on my ex8min3lion of the attounls of the above
¢hanty1lhe Trust-l for the year ended 3 1105120 23
Responslbllltlo$ and As charity trustees of the Trusl. you are res[￿sIble for the preparation
basls of report of the accounts in aC£t￿r￿ wilh the requiremgnts of the Charities Acl
2011 1.the Act").
I report in respect of my examinalion ol ihe Tnjst's a￿Unts carried out
under section 145 of the 2011 Act arxl in carying out my examination. I
have followed the appIl￿ble D1￿CtIOnS givgn by the Charity Commission
under section 1451511bl ol Ihe Act.
I have completed my examinabon. I confimi that no material matters have
come lo my attention10th￿￿.￿eloW¥ in connection with
Ihe examinalK>n which gives me cause lo believe U)al in, any material
respecl..
a¢o)unlirYJ records were nol kept in accordanee sec¢ion 130 of
the Acl or
th8 actounts do not acc(Yd the attounting fecords
Independont
examlnerf$ statement
I have concems and have come auoss no other matters in connection
th Ihe examinaknon lo which attention should be drawn in order to enable a
proper underslanding of the accounts to be reached.
' Please delete the words in the brackets illheydo not 8ppIy.
Slgn•d:
Date:
Nam•:
Relèvant prof¢sslonal
quaiificationlsl OF body
lil any):
Addrnss:
SQ,
IER
October 2018

Section 8
Disclosure
Only complete ￿ the examiner needs to highlight rnatter5 of concem (see CC32.
Independent examinalion of chanty accounts.. direclion5 and guidance for
examinetsl.
Give here brief details of
any items that the
examiner wishes to
disclo$è
IER
October 2018