Finance Score: -6

Governance Score: 3

Support Score: 2

Spending falling: -1
Multiple Deficits and declines: -5
No PartB

Gender balanced board: +3

Grant maker support: +2

Overall GiG Score: -1

CALDERDALE CARERS PROJECT

Provision of welfare services including activities and events, information, advice and support to carers and former carers and the cared for within the Metropolitan Borough of Calderdale.

Analysis by Giving is Great

Positives:

A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of gender

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile and on several occasions in recent years less than spending

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
30/09/23		£2	£50	£-48	n/a	n/a	n/a	n/a	n/a	0
30/09/22		£10	£47	£-36	n/a	n/a	n/a	n/a	n/a	3
30/09/21		£183	£185	£-3	n/a	n/a	n/a	n/a	n/a	2
30/09/20		£247	£252	£-5	n/a	n/a	n/a	n/a	n/a	2
30/09/19		£244	£206	£37	n/a	n/a	n/a	n/a	n/a	2
30/09/18	*	£247	£220	£27	£0	£0	£0	n/a	0	0
30/09/17		£272	£264	£7	£0	£0	£0	n/a	0	0
30/09/16?		£404	£391	£12	£0	£0	£0	n/a	0	0
31/03/15		£356	£315	£41	£0	£0	£0	n/a	0	0
31/03/14		£353	£379	£-26	£0	£0	£0	n/a	0	0
31/03/13		£358	£334	£24	£0	£0	£0	n/a	0	0
31/03/12		£307	£308	£-1	£0	£0	£0	n/a	0	0
31/03/11		£289	£286	£3	£0	£0	£0	n/a	0	0
31/03/10		£335	£329	£6	£0	£0	£0	n/a	0	0
31/03/09		£332	£308	£24	£0	£0	£0	n/a	0	0
31/03/08		£222	£226	£-4	£0	£0	£0	n/a	0	0
31/03/07		£173	£163	£10	£0	£0	£0	n/a	0	0
31/03/06		£129	£128	£1	£0	£0	£0	n/a	0	0
31/03/05		£112	£111	£1	£0	£0	£0	n/a	0	0
31/03/04		£105	£102	£2	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 25 years

lynn@calderdale-carers.co.uk

07742 477280

Charity Commission for England and Wales

Listed activities

Recreation
The Advancement Of Health Or Saving Of Lives

GiG Classification

Services for families & carers

How it operates

Other charitable activities
Provides advocacy/advice/information

Where it operates

Calderdale,

Who it helps

Other Defined Groups

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - Caring Together
£9,054	02/09/2022	The funding will be used to host Caring Together activity lunch and resilience sessions for carers and those they care for. The project aims to reduce isolation increase confidence to socialise after ....more The funding will be used to host Caring Together activity lunch and resilience sessions for carers and those they care for. The project aims to reduce isolation increase confidence to socialise after the pandemic improving overall mental health and wellbeing.
National Lottery Community Fund - Building Resilience in Carers
£7,050	18/10/2018 12	The funding will be used to develop and deliver a range of self-management modules for carers. This will improve their health and wellbeing, and offer support in dealing with anxiety, depression, ....more The funding will be used to develop and deliver a range of self-management modules for carers. This will improve their health and wellbeing, and offer support in dealing with anxiety, depression, isolation and the feeling of being overwhelmed.
Lloyds Bank Foundation - Grant to Calderdale Carers Project
£23,000	29/03/2011	the salary and on-costs of a Carers Support Worker (casework) plus recruitment and insurance costs

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Based on 5/6 persons

TRACY DELL

CHRISTINE TAYLOR Appointed: 2015

STEPHEN ANTHONY BARKER

STUART RICHARD HOLMES Appointed: 2022

SUSAN LINDA HOLMES Appointed: 2022

DR ELISABETH RACHEL BOULTON Appointed: 2021, Occupation: Management Consultant, Other trusteeship: AGE UK CALDERDALE & KIRKLEES,

Legal constitution

Charitable company registered in England & Wales on 16/06/1999, number: 1076012
Registered at Companies House on 01/01/1970, number: 00288967

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

20 returns made; AR18: 71 days late,

Main office

C/O Voluntary Action Calderdale
8B Hall Street
HALIFAX
West Yorkshire
HX1 5AY

Objectives

TO IMPROVE THE CONDITIONS OF LIFE AMONGST CARERS RESIDENT IN THE CALDERDALE DISTRICT SO THAT THE CHARITABLE NEEDS OF THE CARERS ARE THUS RELIEVED AND IN PARTICULAR AMONGST CARERS WHO CARE OR HAVE CARED FOR PARTNERS, RELATIVES, CHILDREN, FRIENDS OR NEIGHBOURS WHO ARE DEPENDENT UPON THEM BECAUSE OF DISABILITY ARISING FROM AGE, LONG-TERM ILLNESS, MENTAL OR PHYSICAL DISABLEMENT.

Defined Area of Benefit:

CALDERDALE DISTRICT

Data Sources