Registered Charity No: 274756 ## Guildford 566 635 www.careforguildford.org.uk ANNUAL REPORT FOR 2024 ## TRUSTEES AND ORGANISING COMMITTEE Officers: Chairman Linda Smith Vice Chairman Vanessa Green Treasurer Denise Hilton Secretary Alison Harris Trustees: Zita Delaney, Rosanne Bond, Chris Kay and Philip O’Dwyer The Officers and Trustees listed above were Trustees throughout 2024, with Alison Harris joining in January. The Trustees declare that they have approved this Trustees’ report. Signed on behalf of the charity’s Trustees ## Linda J Smith Linda Smith – Chairman ## ORGANISATION AND GOVERNANCE Care for Guildford undertakes voluntary work and associated charitable activities for the benefit of people living within the area of the old Guildford borough, principally providing transport to medical appointments and shopping for housebound clients. Care for Guildford is an unincorporated association. In accordance with its Constitution, it is managed by an Organising Committee of Trustees. The Committee has four officers, who are each elected for a period of one year, and up to eight other members each elected for a period of three years. Elections are held at the Annual General Meeting. Individuals are eligible for re-election. The Committee may co-opt up to six non-elected members for a period expiring at the next AGM. Day to day operations are managed by Section Leaders who may, but need not, be members of the Committee. For Charity Commission purposes the principal address of Care for Guildford is: Box 509, 14 London Road, Guildford, Surrey. GU1 2AG 2 ## SUMMARY OF MAIN ACHIEVEMENTS DURING THE YEAR |Transport
Hospitals within Guildford boundary
Hospitals outside Guildford boundary
Clinics, doctors, dentists, other medical
Clubs, day centres, etc.
Other
Odd Jobs
Shopping
Groceries
Total Number of Jobs
Clients
New clients who joined within the year
Listed in our records at 31st December
Volunteers
Duty Officers at year end||2024
819
95
2275
316
203
1|2023
700
70
1568
205
174
0|2022
446
67
1467
186
15
2|2021
479
53
1083
30
14
2| |---|---|---|---|---|---| ||3,709
2,717
2,183
1,661
578
549
478
409||||| ||4,287
3,266
2,661
2,070
181
138
155
137
550
490
467
419
106
111
107
134
18
19
20
20||||| 3 ## CHAIRMAN’S REPORT 2024 This is the Report for the 49[th] AGM of Care for Guildford. 2024 has been a busy year with an increase in job numbers as well as client numbers. We have recruited thirteen new volunteers: eight from the Farmers Markets; one through The Volunteer Bureau; one from a call in to a Duty Officer, two from our established volunteers and one a returner to Care after a break. To help recruitment we again took a stall at a local school’s Christmas Fair and continued with a banner in a local church, leaflets in Doctors’ Surgeries and the Library. We asked our existing volunteers to spread the word of our need to family and friends. Our secretary Carol Gallacher retired at the end of December 2023 and we were pleased to welcome one of our drivers, Alison Harris, to the role commencing the 1[st] January 2024. Throughout the year we have continued to update operating systems driven by Laura and John, our administrators, with the support from Trustees. We have continued with the established social events. A drinks evening in early autumn, the New Year Lunch in January and after the business at the AGM. We regard these as good opportunities for all volunteers to meet each other and put a face to a voice on the phone or at the end of a WhatsApp message. Rosanne Bond and her team of shoppers continue to offer a valuable service to the most vulnerable clients in our community. We do need more shoppers, as well as drivers and Duty Officers, to spread the workload. On the 27[th] April 2024 I was very proud to receive on behalf of Care for Guildford the Mayor’s Award for Services to the Community 2024. This was in recognition for exceptional work in the community. We were equally proud to have two of our longstanding volunteers awarded individual Mayor’s Awards for exceptional work in the community. Zita Delaney and Jackie Smith. This award reflects the achievements of our shoppers, Duty Officers, and drivers who selflessly give their time often several times a week ensuring we continue to give the Community a good service, rarely not filling a job. I personally thank my fellow Trustees who work as a team, giving their time and expertise to ensure we keep up to date, take care of our volunteers and clients and continue to provide a good service to all who need us. ## Linda Smith 4 ## FINANCE In 2024 we recorded a small deficit of £428. Income for the year was £34,643 compared with £26,975 in 2023. Investment income in 2024 was slightly lower at £13,087. Client contributions totalled £20,800 compared with £13,688 in 2023. Volunteers’ claimed expenses at £14,239 were higher than the previous year’s figure of £8,950. The total expenditure in 2024 was £35,071, compared with 2023 total of £24,287. There were two donations of £1,000 each to The Samson Centre and The Guildford Club for the Disabled.. We started 2024 with £6,003 in our current account. Our bank balance at the end of the year was £5,575. The COIF income units are held at cost (£131,166) but had a value of £230,841 as at 31 December 2024, an increase during the 12 months of just over £5,100. Our other shares and unit trusts (with Aviva, Merchants Trust, Henderson, M&G, and Barclays Wealth) are also held at cost (£81,736) and had a market value of £135,595 at the year’s end, showing an increase of £4,379 from 2023. In 2024 the Committee reviewed its policy in respect of Care for Guildford’s reserves, and decided that the policy, as set out below, meets the charity’s needs. ## Denise Hilton, Hon Treasurer 7[th] April 2025 ## POLICY ON FINANCIAL RESERVES 1. To establish and maintain investments at a level whereby the interest received meets routine and anticipated future expenditure, as determined on an annual basis. 2. To keep cash on deposit for expenditure agreed by the Trustees. 3. Thereafter, to consider making donations to local charities within the old Borough of Guildford with similar objectives to Care for Guildford from surplus income, agreed annually. 4. To monitor this policy tri-annually, or more frequently if invested funds need review 5. To determine the requirement during any year, when cash on deposit may not fund planned or unplanned expenditure; to transfer necessary amounts from Reserve Funds, agreed by the Trustees. 5 ## ACCOUNTS - For the year ending 31st December 2024 |2023
£
13,287
13,688|RECEIPTS AND PAYMENTS FOR THE YEAR ENDED 31
ST
DECEMBER 2024
2024
£
£
RECEIPTS
Income from Assets
Net Dividends received
13,087
Other Income
Clients Contributions
20,440
Client individual Donation
360
Receipt Lloyds Bank
75
Volunteer lunch receipts for Jan '25 225
Volunteer lunch receipts Jan '24
456
21,556
21,556
Total Receipts
£ 34,643
PAYMENTS
Direct Charitable Expenses
Volunteers' Claimed Expenses
14,239
Service Delivery Costs
Administrators' Fees
13,107
Insurance
258
Telephone/ Website/ PO Box2,813
16,178
Governance Costs
Postage, Stationery, Printing
567
Publicity
525
Prepaid NY lunch stationery for 2025 69
**Miscellaneous
3,493
4,654
Total Payments
£
35,071
DEFICIT FOR THE YEAR
£
-428| |---|---| |26,975
8,950
8,410
237
1,115
18,712
710
444
500
3,921
5,575
24,287
2,688|| **Miscellaneous includes 2 x £1,000 Donations to 2 local charities 6 BALANCE SHEET FOR THE YEAR ENDED 31ST DECEMBER 2024 |**2023**
£
**MONETARY ASSETS**
6,003
Bank Current account
**INVESTMENT FUNDS**
131,168
COIF Charites Investment Fund at cost
(Value as at 31/12/24: £230,840.55)
81,736
Other Funds quoted at Cost *
(Value as at 31/12/24: £135,595.24)
218,905
**TOTAL CURRENT ASSETS**
**Represented by:**
216,217
FUNDS as at 1st Jan 2024
2,688
Defcit for the year
218,905
**FUNDS as at 31st December 2024**|**2024**
£
5,575
131,166
81,736

212,902
**£218,477**| |---|---| ||
218,905
-428
**£ 218,477**| * Other funds - Aviva, Merchants Trust, Janus Henderson, Barclays, M & G ## 3. Notes - a. The accounts are kept on a ‘receipts and payments’ basis. b. 2024 expenses claimed and contributions received after 31st December 2024 are not included. - c. There are no restricted funds. d. The Trustees confirm that the accounts comply with the appropriate legal requirements. - e. The Trustees approved the accounts on 7[th] April 2025 - Denise Hilton, Honorary Treasurer 7[th] April 2025 7 ## INDEPENDENT EXAMINER’S REPORT ## To the Members of Care for Guildford I report to the Trustees on my examination of the accounts of the above Charity for the year ended 31 December 2024. ## Responsibilities and basis of report As the Charity’s Trustees, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”). ## Independent Examiner’s statement I report in respect of my examination of the Charity’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination which gives me cause to believe that in any material respect: - accounting records were not kept in accordance with section 130 of the Act; or - the accounts do 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 order to enable a proper understanding of the accounts to be reached. M. L. Hammond FCA 31[st] March 2025 8