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
se￿1￿$ 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 Se￿iCe.
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
P*a 1.22
Pwa 1.22
Paa 1.24
Pata 1.23
Addftlonal infomiation (Optional)
You ma
choose to include further sL*ements 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 tr￿tee
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)
D*tes 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<br>The average monthly number of employees during the year was as follows:|£<br>20,250<br>-|
|---|---|



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||||£<br>504|
|**6.**|**MOVEMENT IN FUNDS**|||||
||**Unrestricted funds**||**Net**<br>**movement in**<br>**funds**<br>**£**||**At 31.7.24**<br>**£**|
||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**<br>**resources**<br>**£**|**Resources**<br>**expended**<br>**£**|**Movement in**<br>**funds**<br>**£**||
||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**<br>Donations<br>Grants<br>**Total incoming resources**<br>**RESOURCES EXPENDED**<br>**Charitable activities**<br>Wages<br>Rent<br>Purchases<br>Advertising<br>**Governance costs**<br>Accountancy<br>**Support costs**<br>**Finance**<br>Bank charges<br>**Information technology**<br>Computer software<br>**Other**<br>Insurance<br>Postage and stationery<br>Sundries<br>Repairs and renewals<br>Motor Expenses<br>Computer equipment<br>**Total resources expended**<br>**Net income**|4,905<br>48,615<br>53,520<br>53,520<br>20,250<br>1,197<br>1,601<br>545<br>23,593<br>504<br>68<br>414<br>659<br>185<br>159<br>226<br>520<br>254<br>2,003<br>26,582<br>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