CHARITY COMMISSION FOR ENGLAND AND WALES Trustees, Annual Report for the period From: 1st August 2023 to= 31st July 2024 Charity name: Carers of Herefordshire Charity registration number: 1204197 Objectives and Activities Summary of the purposes of the charity as set out in its goveming document Pa 1.17 Charity Objecdve5 Support existing local Carer Groups within the countyand develop them in areas where none currently exist. Enable and develop what the Carer groups offer to relieve stress on Carers. including soctal events and OUting5. Create, tnaintain. and widen metnbership network Contribute a collertive Carer voice for Herefordshire to relevant forums and decision makers, raising Carer profile and ensuring their concerns are heard. especially in securing crucial respite care. Widen and strengthen the network of Carersupportwithin the county alongside other relevant organisations. Seek grant and trust funding in support of the reed aims. Carer Monthly Groups Ledbury x2 Leominster Ross on Wye Leominster Walk Hereford Golden Valley Bodenham Crafty Carers Rejuvenate Walking Group Carer5 Gardening Group x2 Zoom Coffee Morning x4 Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or se1$ identified in the accounts. Paro 1.17 aTrJ 1.19 Soclal Outlngs Variou5 outings have been held throughout this financial ear as listed below=
Haunted Halloween Walk Quiz Night x2 Wreath Making Sessions x6 Christmas Mince Pie Walk High Town Stall Bodenham Lake Lunch Create Malntaln and widen Membership Network. As this is the charitles first financial year we have seen an influx of membership to the seNice and have ended the financial year wlth 639 members. Collectfve Carer Volce In thls financial year we have met with varlous organisations and have collaborated with those organisations Includlng. Tauras Health Care NHS Talk Communlty Health Watch Tuvida/Carers Links Herefordshire Council Dementia Matters Mind Homestart YoungAdult Carers Young Carers Widen and strengthen the network of Carer Support Worklng wlth the above organisations in thls financial year has helped build an awareness of unpaid Carers outslde of the charity and has allowed Carers to have a voice within other agencies that they use. We have discussed the opportunity to build a respite care service for Carers in Herefordshire and have been recruited to be on the Carers Partnership board with wlll launch in the next financial year. Grant Fundlng Grant funding has been Secured during thls financial year from the following organisations or charitles: Herefordshire Community Foundatlon Hereford5hire Community Foundatlon ILedburyl Madley Charities Bodenham Craft Fayre EF Bulmer Foundation Herefordshire Community Foundation
statement confirming whether the truslees have had regard to the guidance issued by the Charity Commission on public benefit Para 1.18 The trustees of Carers of Herefordshlre Charitv present their annual report and audited accounts for the year ended 31 July 2024 and confirm they comply with the requirements of the Charities Act 2011, the trust deed and the Charities SORP IFRS 1021. Additional Inforniation {optlonal) You ma choose to include further statements where relevant about.. SORP ¢ference P8r8 1.38 Policy on grant making Para 1.38 nla Policy on social investment including program related investment Volunteers have been a crucial part in the day to day runnlng of the charity they have contributed countless hours over the financlal year and have helped the progression of the charity within this year. They have made a difference to the lives of every Carer that has been in contact with them and have helped to Share inforniation and services outside of the charity to ensure that Carers have all the necessary toolslhelp they need wlthin thelr Caring role. These volunteers have been on the charitles frontline and have been offering support, guidance and a listenin8 ear to those who have used the service. They have also contributed to shaping the future if the service in this financlal year by attending group leader meetings and discussin the development of the charlty. Para 1.38 Contribution made by volunteers Other nla Achievements and Performance S014P ¥eferen¢e
Unpaid Carers have across the whole of Herefordshire have benefited from our SeiCe. As a service attending to the needs of Carers, we have made a direct impact on the Carer and the persons they Care for. We have achieved thi5 by reducing the risk of the Carers becoming physicalty or mentally ill as a direct result of their Caring role. Currently 80% of Carers either suffer from an illness or develop an illness as a dirett result of their caring role. We have raised awareness within the community of Carers and outside of that community ofwhat a Carer is and howto identify them. One of the maln hurdles we COnstarbt face is Carers not identifying themselves as a Carer. We have been actively working in the communityto educate people on who and what a Carer 15, the irnpact on this would be to reach more Carers makin8 sure they are all benefitting from the service. We have reached Carers before they get to breaking point to maintain their wellbeing and mental health. We have had an increa5E of Carers to our database over thi5 financial period. We have kept them updated on actNities and events and have used the opportunity to educate and information share other relevant services. Summary of the main achievements of the charity, identifying the differents the charity's work has made to Ihe circumstances of tts beneficiaries and any wider benefits to society as a whole. Para 1.20 Addltional inforniation (optional) You ma choose to include further statements where relevant about.. Achievements against objectives set Para 1.41 As Above Perfomiance of fundraising activities against objectives set Para 1.41 Investment perfomiance against ol¥"ectives P¥a 1.41 other
Financial Review Review of the charity's financial position at the end of the Statement explaining the policy for holding reserves statin wh the are held Amount of reserves held Reasons for holding zero reserves Details of fund materially in deficit Explanation of any uncertainties about the harity continuing as a going concem Para 121 The incoming resources for the year were double the expendilure so the reserves are ood and remain to be stron The aim is to have a balan of£10k at any Time lo cover ongoing expenses such aswa es and rents, £26,428 As above Para 1.22 Pa 1.22 Pwa 1.22 Paa 1.24 Pata 1.23 Addftlonal infomiation (Optional) You ma choose to include further sLements where relevant about: nla The charity's principal sour$ of funds (induding any fundraising) PBra 1.47 Investment policy and objectives including any social investment policy adopted Para 1.46 nla A descrtption of the prinupal risks facing the charity Para 1.46 Other
Structure, Governance and Management Descriptlon ot charity's trusts- Type of governlng document (Irust deed, royal charter) How is the charity constituted? le.g unincorporated association, CIO) Trustee selection methods including details of any constitutional provisions e.g. election lo post or name of any person or body entitled to appoint one or more trustees 1.25 Foundatlon Module Constitullon Para 1.2S Charitable Incorporated Organisation (CIO) Para 1.25 No further trustees have been recruited in this financial year. Aparl from the first charity trustees. every trtee must be appointed three years by a resolution passed at a properly convened meeting ofthe charity trustees. In selecting individuals for appDintment as charily trustee5, the charity trustees must have regard to the skills, knowledge and experience needed forthe effective administration of the CIO. Addltlonal Infonnatlon {optlonall You ma choose to include further statements where relevant about: Policies and procedures adopted for the induction and training of trustees Para 1.51 The charity's organisational strudure and any wider nelwork with which the harity works Para 1.sl Relationship with any related parties Para 1.51 Other Reference and Administrative details Chari name Other name the charit uses istered charit number Carers of Herefordshire Non-a licable 1204197
Charily's principal address Hinton Community Centre, Ross Road. Herefordshire HR2 7RJ Names of the charity trustaes who manage the charlty Offlcg Ilf any) Dtes acted If not for whole year Namè of person {or body) ontlligd to ppoint trustee Ilf an Trustee name Margaret James Mark Eardley Sandra Mifflln NIA NIA NIA Vincent McNally Hinton Cornmunity Centre Funds held as custodian trustees on behalf of others Description of the assets held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity'5 objects nla Detai15 of arrangements for safe custody and segregation of such assets from the charity's own assets nla Addltlonal Informatlon (optional) Names and addresses of advlsers (Optional Informatlon) Type of Name Address advlser Name of chief executlve or names of senlor staff members (Optional Infomiation} Georgia Prince Exemptions from disclosure
Reason for non-dtsclosure of ke rsonnel details Other o tional infonnation Declarations Tho trustees declare that they have approved the trustees. report above. Signed on behalf of the charity's trustees SignatUTe(s Full name(sl Position (eg Secretsry, Chair, etc) Incent Edward McNally Date 2&z
REGISTERED CHARITY NUMBER: 1204197
REPORT OF THE TRUSTEES AND UNAUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 JULY 2024 FOR CARERS OF HEREFORDSHIRE
Cole & Co 4 The Sheepcote Monks Orchard Lumber Lane, Lugwardine Hereford Herefordshire HR1 4AG
CARERS OF HEREFORDSHIRE
REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 JULY 2024
The trustees present their report with the financial statements of the charity for the year ended 31 July 2024. The trustees have adopted the provisions of the Statement of Recommended Practice (SORP) 'Accounting and Reporting by Charities' issued in March 2005.
REFERENCE AND ADMINISTRATIVE DETAILS Registered Charity number
1204197
Principal address
Hinton Community Centre Hereford HR2 7RJ
Trustees
STRUCTURE, GOVERNANCE AND MANAGEMENT
Governing document
The charity is controlled by its governing document, a deed of trust, and constitutes an unincorporated charity.
Risk management
The trustees have a duty to identify and review the risks to which the charity is exposed and to ensure appropriate controls are in place to provide reasonable assurance against fraud and error.
Approved by order of the board of trustees on ............................................. and signed on its behalf by:
.............................................
Trustee
Page 1
CARERS OF HEREFORDSHIRE
STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 JULY 2024
| Unrestricted | ||
|---|---|---|
| fund | ||
| Notes | £ | |
| INCOMING RESOURCES | ||
| Incoming resources from generated funds | ||
| Voluntary income | 53,520 | |
| RESOURCES EXPENDED | ||
| Charitable activities | ||
| Wages | 21,447 | |
| Purchases | 870 | |
| Support Costs | 3,216 | |
| Advertising | 545 | |
| Governance costs | 504 | |
| Total resources expended | 26,582 | |
| NET INCOMING RESOURCES | 26,938 | |
| TOTAL FUNDS CARRIED FORWARD | 26,938 | |
The notes form part of these financial statements
Page 2
CARERS OF HEREFORDSHIRE
BALANCE SHEET AT 31 JULY 2024
| Unrestricted | ||
|---|---|---|
| fund | ||
| Notes | £ | |
| FIXED ASSETS | ||
| Tangible assets | 4 | 1,014 |
| CURRENT ASSETS | ||
| Cash at bank | 26,428 | |
| CREDITORS | ||
| Amounts falling due within one year | 5 | (504) |
| NET CURRENT ASSETS | 25,924 | |
| TOTAL ASSETS LESS CURRENT LIABILITIES | 26,938 | |
| NET ASSETS | 26,938 | |
| FUNDS | 6 | |
| Unrestricted funds | 26,938 | |
| TOTAL FUNDS | 26,938 | |
The financial statements were approved by the Board of Trustees on ............................................. and were signed on its behalf by:
............................................. Trustee
The notes form part of these financial statements
Page 3
CARERS OF HEREFORDSHIRE
NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 JULY 2024
1. ACCOUNTING POLICIES
ACCOUNTING CONVENTION
The financial statements have been prepared under the historical cost convention, and in accordance with the Financial Reporting Standard for Smaller Entities (effective April 2008), the Charities Act 2011 and the requirements of the Statement of Recommended Practice, Accounting and Reporting by Charities.
INCOMING RESOURCES
All incoming resources are included on the Statement of Financial Activities when the charity is legally entitled to the income and the amount can be quantified with reasonable accuracy.
RESOURCES EXPENDED
Expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all cost related to the category. Where costs cannot be directly attributed to particular headings they have been allocated to activities on a basis consistent with the use of resources.
TANGIBLE FIXED ASSETS
Depreciation is provided at the following annual rates in order to write off each asset over its estimated useful life.
TAXATION
The charity is exempt from tax on its charitable activities.
FUND ACCOUNTING
Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the trustees.
Restricted funds can only be used for particular restricted purposes within the objects of the charity. Restrictions arise when specified by the donor or when funds are raised for particular restricted purposes.
Further explanation of the nature and purpose of each fund is included in the notes to the financial statements.
2. TRUSTEES' REMUNERATION AND BENEFITS
There were no trustees' remuneration or other benefits for the year ended 31 July 2024.
TRUSTEES' EXPENSES
There were no trustees' expenses paid for the year ended 31 July 2024.
3. STAFF COSTS
| Wages and salaries The average monthly number of employees during the year was as follows: |
£ 20,250 - |
|---|---|
No employees received emoluments in excess of £60,000.
Page 4
CARERS OF HEREFORDSHIRE
NOTES TO THE FINANCIAL STATEMENTS - CONTINUED FOR THE YEAR ENDED 31 JULY 2024
4. TANGIBLE FIXED ASSETS
| 4. | TANGIBLE FIXED ASSETS | ||||
|---|---|---|---|---|---|
| Computer | |||||
| equipment | |||||
| £ | |||||
| COST | |||||
| Additions | 1,268 | ||||
| DEPRECIATION | |||||
| Charge for year | 254 | ||||
| NET BOOK VALUE | |||||
| At 31 July 2024 | 1,014 | ||||
| 5. | CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR | ||||
| Other creditors | £ 504 |
||||
| 6. | MOVEMENT IN FUNDS | ||||
| Unrestricted funds | Net movement in funds £ |
At 31.7.24 £ |
|||
| General fund | 26,938 | 26,938 | |||
| TOTAL FUNDS | 26,938 | 26,938 | |||
| Net movement in funds, included in the above are as follows: | |||||
| Unrestricted funds | Incoming resources £ |
Resources expended £ |
Movement in funds £ |
||
| General fund | 53,520 | (26,582) | 26,938 | ||
| TOTAL FUNDS | 53,520 | (26,582) | 26,938 | ||
Page 5
CARERS OF HEREFORDSHIRE
£
DETAILED STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 JULY 2024
INCOMING RESOURCES
| Voluntary income Donations Grants Total incoming resources RESOURCES EXPENDED Charitable activities Wages Rent Purchases Advertising Governance costs Accountancy Support costs Finance Bank charges Information technology Computer software Other Insurance Postage and stationery Sundries Repairs and renewals Motor Expenses Computer equipment Total resources expended Net income |
4,905 48,615 53,520 53,520 20,250 1,197 1,601 545 23,593 504 68 414 659 185 159 226 520 254 2,003 26,582 26,938 |
|---|---|
This page does not form part of the statutory financial statements
Page 6
CARERS OF HEREFORDSHIRE
CONTENTS OF THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 JULY 2024
| Page | |
|---|---|
| Report of the Trustees | 1 |
| Statement of Financial Activities | 2 |
| Balance Sheet | 3 |
| Notes to the Financial Statements | 4 to 5 |
| Detailed Statement of Financial Activities | 6 |
29[th] May 2025
CARERS OF HEREFORDSHIRE, CHARITY NO 1204197 EXAMINER’S REPORT
I have examined the books and records of the Carers of Herefordshire for the year ending 31[st] July 2024 and confirm that the accounts have been prepared in accordance with those books and records and represent a true and fair view of the income and expenditure for the year.
Michael Cole COLE AND CO
www.coleaccountants.co.uk t:01432 853125 e: info@coleaccountants.co.uk