CHARITY COMMISSION FOR ENGLAND AND WALES Trustees, Annual Report for the period From: 1st August 2024 to: 3151 July 2025 Charity name: Carers of Herefordshire Charity registration number: 1204197 Objectives and Activities Summary of the purposes of the charity as set out in tts governing d¢xument Pam1.17 Cbarity Objectives Support existing local Carer Groups within the county and develop them in areas where none currently exisL Enable and develop what the Carer group5 offer to relieve stress on Carers. including social events and outings. Create, maintain, and widen membership network Contribute a collective 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 Carer support within the county alongside other relevant organisations. Seekgrantandtrust funding in support ofthe reed aims. Carer Monthly Groups Ledburyx2 l£ominster Ross on Wye Leominster Walk Hereford Golden Valley Bodenham Craty Carers Rejuvenate Walking Group Carers Gardening Group x2 Zoom Coffee Morning x4 Summary ofthe main activities in relation to those purposes for the public benefit, in partiGular. the activities, projects or servi￿$ identified in the accounts. Para 1.17 and Social Outings Various 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 Bodenham Lake Lunch Create Maintain and widen Membershlp Network There is a constant stream of new members, at the end of the financial year there was 689 members. Collertive Carer Voice In this financial year we have met with various organisations and have collaborated with those organisations including. Tauras Health Care NHS Talk Community Health Watch Tuvida/Carers Links Herefordshire Council Dementia Matters Mind Homestart Young Adult Carers Young Carers Wlden and strengthen the network of Carer Support Working with the above or8anisations in this financial year has helped build an awareness of unpaid Carers outside of the charity and has allowed Carers to have a voice within other aEencies that they use. We have discussed the opportunity to build a respite care service for Carers in Herefordshire and have been recrutted to be on the Carers Partnership board with will launch in the next financial year. Grant Funding Grant funding has been secured during this financial year from the following organisations or charIt￿s.- Heref0rdshI￿ Community Foundation Heref0rdshI￿ Communitv Foundation ILedburyl Bodenham Craft Fayre EF Bulmer Foundation Statement confiming whether the trustees have had regard to the guidance issued by the Charty Commission on public benefft Pata1_18 The trustees of Carer5 of Herefordshire Charity present their annual report and audited accounts for the year ended 31 July 2024 and confinn they comply with the requirements of the Charities Act 2011. the trust deed and the Charities SORP IFRS 1021. Additional information (optional) You ma choose to include further statements where relevant about.. SORP releren Parn 1.38 Policy on grant making Pw8 1.38 Policy on social investrnent including program related investment Volunteers have been a crucial part in the day to day running of the chartty they have contributed countless hours over the financial year and have helped the progression of the charity within this year. They have made a difference to the INes 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 within their Caring role. These volunteers have been on the charities frontline and have been offering 5UPPOrt, guidance and a listening ear to those who have used the service. They have also contributed to shaping the future if the service in this financial year by attending group leader meetings and discussing the development of the chari Para 1.38 Contribution made by volunteers Oth8r r￿a Achievements and Perforniance SORP tefèren Unpaid Carers have across the whole of Herefordshire have benefited from our service. As a Service attendin8 to the needs of Carers, we have made a direct impact on the Ca￿r and the persons they Care for. We have achieved this by reducing the risk of the Carers becoming physically or rnental￿ ill as a direct result of their CarTng role. Currently 80% of Carers either suffer from an illness or develop an illness as a direct result of their caring role. We have ratsed awareness within the community ofcarers and outside ofthat community ofwhat a Carer is and how to identtfy them. One of the main hurdles we constantly face is Carers not identifying themselves as a ca￿r. We have been actively working in the community to educate people on who and what a Carer is, the impact on this would be to reach more Carers making sure they are all benefitting from the seThice. We have reached care￿ before they get to breaking point to maintain their wellbeing and mental health. We have had an increase of Carers to our database over this financial period. We have kept them updated on acttvities and events and have used the opportunity to educate and information share other relevant services. Summary ofthe main achievements of the charity, idenlfying the differen￿ Ihe chanty's work has made to the circumstan￿$ of its beneficianes and any wider benefits to society as a whole. P¥￿120 Additional Information (optional) You ma choose to include further statements where relevant about" Achievements against objectives set Para 1.41 As Above PerfOrrnan￿ of fundraising activities against objecttves set Para 1.41 nla Investment performance against objectives Paa 1.41 Other Financial Review Review of the charity's financial position at the end of the eriod Statement explaining the policy for holding reseNes statin are held Amount of reserves held Reasons for holding zero reserves Details of fund materially in deficit Explanation of any uncertainties aboLrt the charity continuing as a going C0fl￿rn Para 1.21 The incoming resources for the year ¢overed the expendtture so the reserves are ood and remain to be stron The aim is to have a balance of £10k at any rime to cover ongoing expenses such aswa es and rents, £28.539 Para 1.22 Pars 1.22 Para 1.22 Para 1.24 Parn 1.23 Additional information (optional) You ma choose to include further statements where relevant about.. nla The charity's principal sources of funds (including any fundraising) Para 1.47 nla Investment policy and objectives including any social investment policy adopted PaTr 1.48 nla A description of the prin¢ipal risks facing the tharity Pora 1.46 oth8r Structure. Governance and Management Description of Ghartty's trusts.. Type of governing document trust deed. ro al chartei 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 Para 125 Foundation Module Constitution P8r8 1.25 Charitable Incorporated Organisation (CIO) Para 125 No hjrther trustees have been recruited in this financial year. Apartfrom thefirst charitytrustees, everytrustee must be apkKsinted th￿e years by a rewlUt￿ln passed ata property convened meeting of the charity trustees. In selecting lndNidUa￿ for appointment as charity trustees, the charitytnJ5tees must have regard to the skilts, knowledge and expeiience needed forthe effectNe administration of the CIO. Additional infomiation (optional) You ma choose lo indude further statements where relevant about: Policies and procedures adopted for the induction and training of trustees P¥a 1.51 The charity's organisational structure and any wider network wlth which the charity worf(s Para 1.51 Relationship viith any related parties Para 1.51 Other Reference and Administrative details Charit name Olher name Ihe cha uses istered chari number Carers of Herefordshire Non-applicable 1204197 Chartty's principal address Hinton Community Centre, Ross Road, Herefordshire HR2 7RJ Names of the charity trustees who manage the charity Tru8ts9 name Office lrfary) Dat•$ a¢lod rf not for whol• yèar Name of ￿r￿an lor body) entitlgd to appolnt trustee { Margaret James Mark Eardley Sandra Mifflin NIA NIA NIA Vin￿nt McNally Hinton Communty Centre Funds held as custodian trustees on behalf of others Description of the assets held in this capacity nla Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity's objects nla Details of arrangements for safe custody and segregation of such assets from the c*barity's ovffl assets nla Additional infomiation loptional) Names and addresses of advisers (Optional inforniation) Type of Name Address advisor Name of chief executive or names of senior staff members (Optional infomiationl Georgia Prince Exemptions from disclosure Reason for non4isclosure of ke r50nnel details Other o tional inforniation Declarations The trustees declare that they have approved the trustees, report above. Signed on behalf of the charity's trustoes Signaturelsl Full name(s) Position (eg Secretary. Chair, etc) VincEnt Ethvard McNally Date REGlStERED CFIAArrY NUMBEIL. 1204197 REPORTOFTHE TRUStEES AND UP4AUDITED FINANCIALSTATEMENTS FOR THE YEAR ENDED 31 JULY 2025 FOR CARERS OF HEREFORDSHIRE Cole & Co l ThÈ Sheepcote Monks 0￿hard Lumber Lane. Lugwardine Hereford Herefordshire HR14AG CARERS OF HEREFORDSHIRE CONTETrrfs OF TrIÉ FINANaALSTATEMEpirs FOR THE YEAR ENDED 31 JULY 2025 Reportof the Trustees Staiement of Fmancial Actlvltles Balance Sheet Notes to the F￿ancIal Statements Detalled Ststement of Finandal Actmd CARERS OF HEREFORDSHIRE REPORT OF THE TRVSTEES FOR THE YEAR ENDED 31 JULY 2025 The trustees present thwr report wtth the financial ststements of the charity for the year ended 31 July 2025. The trustees have adopted the provision5 of Accounting and Reportin8 by Charities: sta￿r￿ent of Recommended Prartite applicable to charwties preparing their accounts in accordan￿ with the Finanrial RepO￿n8 Standard applicable in the UK and Republic of Ireland (FR5 1021 leffectNe l January 20191. STRUCTURE. GOVERNANCEAND MANAGEMEP Governlng document The charity ts controlled by itsgoveming documenL a deed oftrust and constittrte5 an unincorporated charity. REFERENCE AND ADMINISTrATIVE DETAIiS Registered Charlty number 1204197 Princlpal address Hinton Community Centre Heretord HR2 7RJ Trustees Approved by order of the boar(l of trustees on.... . and ￿gned on its tseha￿ by.. Pa8e I CARERS OF HEREFORDSHIRE STATEMENT OF F1NATrKiALA￿MnES FOR THE YEAR ENDED 31 JULY 2025 Unrestrfcted fund INCOMEAND ENDOWMEPtF5 FROM DonatiOll5 and legacies 35.027 EXPENDITURE ON Ralsing funds 203 Charrtable acll¥*tie5 Wages Purchases Support Costs Advert￿ing 24.984 2367 4.778 574 Other 520 T¢)tal 33,426 NET INCOME 1.601 RECONCIUATK)N OF FUNDS Totsl funds brought forward 26.938 TOTAL FUN05 CARRIED FORWARD 28.539 The notes forrn part ofthese finanrial statements Page 2 CARERS OF HEREFORDSHIRE BALANCE SHEET 31 JULY 2025 Unrestrirted nd FIXED ASSErs Tangible assets 812 CURREF￿ASSE[s Cash at bank 28.248 CREDITOR5 Amounts falllng due wtthin one year 15211 N￿CURRENT ASSETS 27.727 TOTALASSETS LESS CURAENT LIABILMES 28.539 NET ASSETS 28,539 FUNDS Unrestricted fvnds 28,539 TOTAL FUNDS 28.539 The financial statements were approved by the Board of Trustees and auth0ri5ed for issue on . and were siqned on its behalf by: Trustee Ihe noteslorrn part ofthese finanoal statements Page 3 CARfR5 OF HEREFORDSHIRE NOTES TO THE FINANCIALSTATEMENTS FOR THE YEAR ENDED31 JULY 2025 ACCOUNTING POLIOES BASIS OF pREPAR1P￿ ThE FINANCIAL STATEMENTS The financial statements of the charity. which is a public benefrt entity under FR5 102, have been prepared in accordan￿ with the Charities SORP IFRS 1021 'Accounting and Reporting by Charities.. Statement of Recornmended Practice applirdble to charities preparing their accounts in accordan￿ with the Financial Reporting Standard applicable in the UK and Republic of Ireland IFRS 1021 leffecbvè l January 20191,, Financial Reporting Standard 102'The Finanoal Reporknng Standard applioble in the UK and Republic of Ireland, and the CharitiesArt 2011. The financial ststements have been prepared underthe historical cost convention. INCOME l income is recognised in the Ststement of Fjnancial Actiwtie5 once the charity has entidement to the funds. it is prOba￿e that the incorne will be T￿l¥ed and the amount can be measured reliably. EXPENDttURE Liabillties are recognised a5 expenditure as soon as there is a legal or constnjctive obligation committsng the tharity to that expenditure. it ￿ probable that a transfer of economic benefits 4wll be required in settlernent nd the amount tsf the obli8ation can be measured reliably. Expenditure is accwnted for Dn an accruals ba515 and has been dès5ified under headin6s that aggregate all cost related to the category. Where costs tannot b directly attributed to parbcular headings they have been allocated to actrvlties on a bas￿ cunsistent 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 usefijl lrfe. TAXATION The tharity 15 exempt from tsx on wts chzlltsble artrwties. FUND ACCOUTrmNG Unrestricted funds can be used In accijrdance wtth the charitable objectNes at the discretion of the trustees. Restricted funds can onty be useil for parbcular restricted purposes Wthin the object5 of the chafity. Restrictions arise when speafied by the donor or when fund5 are rdised for particular restritted purposes. Further explanation ol the nature and purpose of eath fund is included in the note5 to the financial Statements. TRUSTEES. REMUNERATIONAND BENEFITS There were no tru5tees' ￿muneratiOn or other beneflts forthe year ended 31July 2025. TRUSTEES. EXPENSES There We￿ no trustees, expenses paid for the year ended 31 Juty 2025. Pa8e 4 continued... CARER5 OF HEREFORDSHIRE NOTESTO THE FINANCIALSTATEMENTS-¢onlinued FOR THE YEAR ENDED 31 JULY 2025 TANGIBLE FIXED ASSErs Computer equlpment COST At I August 2024 and 31July 2025 1,268 DEPREaATION At I Au8U5t 2024 Charge foryear 254 202 At 31 July 2025 456 NETBOOKVALUE At 31 July 2025 812 CREDtroRS: Amouiifs FAWNG DUE WITHIN ONE YEAR Other creditors 521 MOVEMENT IN FUNDS NÈt rnovemèrnt In fvnd5 At 31.7.25 At IA24 Unrestrlcted funds General fund 26.938 1.601 28,539 TOTAL FUNDS 26.938 1,601 28.539 Net movement in fvnds, induded in the above arè Ès follows: In¢omin% sour Aesourtss expended Movement In fvnds Unrtsirirted funds General fund 35.027 133.426) 1,601 TOTAL RINDS 35,027 133.4261 1,601 Page 5 continued... CARER5 OF HEREFORDSHIRE NOTESTO THE FINANCIALSTATEMEpifs- conlJnued FOR THEYEAR ÉNDED 31 JULY2025 RELATED PARTY DISCLOSUIIES There were no ￿lated party trdnsactions for the year ended 31Juty 2025. Page 6 CARERS OF HEREFORDSHIRE DETAILED STATEME￿ OF FINANCIALACTWIES FOR THE YEAR ENDED 31 JULY 2025 INCOME AND ENDOWMENTS Iyonatlons lew Donations Grants 21.563 35,027 Totsl Incomlng resources 35.027 EXPENDITURE Charitable activitses Wage5 Rent Purtha5es Postage and stationery Advertising 25.083 2,139 2.402 124 574 30.322 Supportcosts Flnance Bank charges Informatlon technoh)gv Computer software Olher Insurance Sundries Repairs and ￿newa15 Motor Expenses Computer equipment 515 231 638 203 2.428 Governan￿ costs Accountsncy 520 Total resources expended 33,426 Net income L601 This page does not 10rn7 part ofthe statutory finanoal statements Page 7 ## **Trustees’ Annual Report for the period** **From: 1[st] August 2024 to: 31[st] July 2025** ## **Charity name: Carers of Herefordshire** **Charity registration number: 1204197** ## **Objectives and Activities** ||SORP reference|| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|**Charity Objectives**

Support existing local Carer Groups
within the county and develop them
in areas where none currently exist.

Enable and develop what the Carer
groups offer to relieve stress on
Carers, including social events and
outings.

Create, maintain, and widen
membership network.

Contribute a collective 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
Carer support within the county
alongside other relevant
organisations.
Seek grant and trust funding in support of the
agreed aims.| |Summary of the main
activities in relation to those
purposes for the public
benefit, in particular, the
activities, projects or
services identified in the
accounts.|Para 1.17 and
1.19|**Carer Monthly Groups**

Ledbury x2

Leominster

Ross on Wye

Leominster Walk

Hereford

Golden Valley

Bodenham

Crafty Carers

Rejuvenate

Walking Group

Carers Gardening Group x2

Zoom Coffee Morning x4
**Social Outings**
Various outings have been held throughout
this financial year as listed below:| |
Haunted Halloween Walk| |---| |
Quiz Night x2| |
Wreath Making Sessions x6| |
Christmas Mince Pie Walk| |
Bodenham Lake Lunch| |**Create Maintain and widen Membership**| |**Network.**| |There is a constant stream of new members, at| |the end of the financial year there was 689| |members.| ## **Collective Carer Voice** |In this|financial year we have met with various| |---|---| |organisations and have collaborated with those|| |organisations including.|| ||Tauras Health Care| ||NHS| ||Talk Community| ||Health Watch| ||Tuvida/Carers Links| ||Herefordshire Council| ||Dementia Matters| ||Mind| ||HomeStart| ||Young Adult Carers| ||Young Carers| **Widen and strengthen the network of Carer Support** Working with the above organisations in this financial year has helped build an awareness of unpaid Carers outside 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 will launch in the next financial year. ## **Grant Funding** Grant funding has been secured during this financial year from the following organisations or charities: - Herefordshire Community Foundation - Herefordshire Community Foundation (Ledbury) - Bodenham Craft Fayre  EF Bulmer Foundation |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|The trustees of Carers of Herefordshire Charity
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(FRS 102).| |---|---|---| ## **Additional information (optional)** You may choose to include further statements where relevant about: **----- Start of picture text -----**
SORP reference
Para 1.38 n/a
Policy on grant making
Para 1.38 n/a
Policy on social investment
including program related
investment
Volunteers have been a crucial part in the day
Para 1.38 to day running of the charity they have
Contribution made by contributed countless hours over the financial
volunteers 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 information and services outside of the
charity to ensure that Carers have all the
necessary tools/help they need within their
Caring role.
These volunteers have been on the charities
frontline and have been offering support,
guidance and a listening ear to those who have
used the service. They have also contributed to
shaping the future if the service in this financial
year by attending group leader meetings and
discussing the development of the charity.
Other n/a
**----- End of picture text -----**
## **Achievements and Performance** SORP reference |Summary of the main
achievements of the charity,
identifying the difference the
charity’s work has made to
the circumstances of its
beneficiaries and any wider
benefits to society as a
whole.|Para 1.20|Unpaid Carers have across the whole of
Herefordshire have benefited from our service.
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 this by reducing the risk of the Carers
becoming physically 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 direct result of their caring role.
We have raised awareness within the
community of Carers and outside of that
community of what a Carer is and how to
identify them. One of the main hurdles we
constantly face is Carers not identifying
themselves as a Carer. We have been actively
working in the community to educate people
on who and what a Carer is, the impact on this
would be to reach more Carers making 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 increase of
Carers to our database over this financial
period. We have kept them updated on
activities and events and have used the
opportunity to educate and information share
other relevant services.| |---|---|---| ## **Additional information (optional)** You may choose to include further statements where relevant about: |**Additional information (optional)**
You may choose to include further statements where relevant about:|**Additional information (optional)**
You may choose to include further statements where relevant about:|**Additional information (optional)**
You may choose to include further statements where relevant about:| |---|---|---| |||| |Achievements against
objectives set|Para 1.41|As Above| |Performance of fundraising
activities against objectives
set|Para 1.41|n/a| |Investment performance
against objectives|Para 1.41|n/a| |Other||n/a| ## **Financial Review** |**Financial Review**||| |---|---|---| |Review of the charity’s
financial position at the end
of the period|Para 1.21|The incoming resources for the year
covered the expenditure so the reserves
are good and remain to be strong.| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|The aim is to have a balance of £10k at any
Time to cover ongoing expenses such
as wages and rents,| |Amount of reserves held|Para 1.22|£28,539| |Reasons for holding zero
reserves|Para 1.22|n/a| |Details of fund materially in
deficit|Para 1.24|n/a| |Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|n/a| ## **Additional information (optional)** You may choose to include further statements where relevant about: |**Additional information (optional)**
You may choose to include further statements where relevant about:|**Additional information (optional)**
You may choose to include further statements where relevant about:|**Additional information (optional)**
You may choose to include further statements where relevant about:| |---|---|---| |||| |The charity’s principal
sources of funds (including
any fundraising)|Para 1.47|n/a| |Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|n/a| |A description of the principal
risks facing the charity|Para 1.46|n/a| |Other||| ## **Structure, Governance and Management** |Description of charity’s
trusts:||| |---|---|---| |Type of governing document
(trust deed, royal charter)|Para 1.25|Foundation Module Constitution| |How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|Charitable Incorporated Organisation (CIO)| |Trustee selection methods
including details of any
constitutional provisions e.g.
election to post or name of
any person or body entitled
to appoint one or more
trustees|Para 1.25|No further trustees have been recruited in this
financial year.
Apart from the first charity trustees, every trustee
must beappointed three years by a resolution
passed ata properly convened meeting of the
charity trustees.
In selecting individuals for appointment as charity
trustees, the charity trustees must have regard to
the skills, knowledge and experience needed for the
effective administration of the CIO.| |**Additional information (optional)**
You may choose to include further statements|**Additional information (optional)**
You may 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
structure and any wider
network with which the
charity works|Para 1.51|| |Relationship with any related
parties|Para 1.51|| |Other||| ## **Reference and Administrative details** |Charity name|Carers of Herefordshire| |---|---| |Other name the charity uses|Non-applicable| |Registered charity number|1204197| Charity’s principal address Hinton Community Centre, Ross Road, Herefordshire HR2 7RJ **Names of the charity trustees who manage the charity** **----- Start of picture text -----**
Name of person (or body)
Dates acted if not for
Trustee name Office (if any) entitled to appoint trustee (if
whole year
any)
1 Margaret James N/A
2 Mark Eardley N/A
3 Sandra Mifflin N/A
Vincent McNally Hinton Community
4
Centre
5
**----- End of picture text -----**
## **Funds held as custodian trustees on behalf of others** |Description of the assets
held in this capacity|n/a| |---|---| |Name and objects of the
charity on whose behalf the
assets are held and how this
falls within the custodian
charity’s objects|n/a| |Details of arrangements for
safe custody and
segregation of such assets
from the charity’s own
assets|n/a| ## **Additional information (optional)** ## **Names and addresses of advisers (Optional information)** |**Type of**|**Name**|**Address**| |---|---|---| |**adviser**||| |||| |||| |||| |||| |**Name of chief executive or names of senior staff members (Optional information)**||| |Georgia Prince||| ## **Exemptions from disclosure** ## Reason for non-disclosure of key personnel details ## **Other optional information** ## **Declarations** **The trustees declare that they have approved the trustees’ report above.** **Signed on behalf of the charity’s trustees** **Signature(s) Full name(s)** Vincent Edward McNally **Position (eg Secretary, Chair, etc) Date**