Finance Score: 4

Governance Score: 9

Support Score: 6

Liabilities <10%: +3
Good reserves management: +3
Multiple Deficits: -2

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Overall weighted support: +6

Overall GiG Score: 19

CARERS IN HERTFORDSHIRE

The charity seeks to provide information and support to family carers who are elderly disabled or chronically sick and to advance public education about family caring, involve carers in consultation and enable them to have a voice in the county and influence change in policies and improvements in services that affect carers' lives.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
Reserves management has been consistently within official guidelines
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 age and gender and dynamic in terms of composition

Financial issues to consider:

On several occasions in recent years income has been less than spending

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23		£2,914	£3,094	£-179	£0	£1,883	£1,618	6.3	124	124
31/03/22		£3,210	£3,122	£88	£0	£2,052	£1,686	6.5	115	118
31/03/21		£3,182	£3,020	£162	£0	£1,928	£1,595	6.3	117	189
31/03/20		£3,023	£3,075	£-52	£0	£1,714	£1,495	5.8	114	260
31/03/19		£2,668	£2,792	£-124	£0	£1,818	£1,637	7	119	250
31/03/18		£2,839	£2,817	£22	£0	£1,937	£1,741	7.4	78	0
31/03/17		£3,140	£1,966	£1,175	£0	£1,908	£1,794	11	62	0
31/03/16		£1,604	£1,552	£52	£0	£707	£643	5	41	0
31/03/15		£1,364	£1,268	£96	£22	£660	£529	5	31	0
31/03/14		£1,329	£1,387	£-57	£22	£554	£465	4	29	0
31/03/13		£1,315	£1,240	£76	£23	£609	£481	4.7	25	0
31/03/12		£1,375	£1,237	£138	£23	£534	£426	4.1	23	0
31/03/11		£1,371	£1,510	£-139	£31	£395	£358	2.8	31	0
31/03/10		£1,384	£1,447	£-63	£29	£534	£461	3.8	31	0
31/03/09		£1,090	£1,114	£-24	£19	£597	£575	6.2	27	0
31/03/08		£1,101	£966	£136	£17	£621	£575	7.1	24	0
31/03/07		£929	£859	£70	£12	£486	£484	6.8	20	0
31/03/06		£876	£809	£67	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05		£789	£683	£106	n/a	n/a	n/a	n/a	n/a	n/a
31/03/04	*	£628	£593	£35	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 3%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 8%
Liabilities/Income: 5%
Unrestricted Funds/Total Funds: 86%
Reserves/Spending: 6.3 months
Net Current Assets/Spending: 6 months
Quick Ratio: 5.9

Asset Split ?

Balance Sheet History

Established: 24 years

www.carersinherts.org.uk

contact@carersinherts.org.uk

01992586969

Charity Commission for England and Wales

Tweets

Listed activities

General Charitable Purposes

GiG Classification

Care for carers

How it operates

Provides advocacy/advice/information
Provides human resources

Where it operates

Hertfordshire,

Who it helps

Children/Young People
Elderly/Old People
Other Defined Groups

Who supports them? ?

Donations from Grant Makers ?

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

Major supporters in last 5 years

DCMS	£54,250
Masonic Trust	£35,387
Garfield Weston Foundation	£20,000
Hertfordshire Community Foundation	£5,000

Specific Donations

Amount	When Months	To be used for
Garfield Weston Foundation - Main Grants award
£20,000	25/08/2023	Carers in Hertfordshire - Supporting the often-forgotten community of unpaid carers
Masonic Trust - MCF Freemasons COVID-19 Community Fund
£35,387	08/03/2021	Grant to contribute to a project providing intensive support to unpaid carers at risk of breakdown due to exhaustion, physical or mental health issues, exacerbated by COVID-19 restrictions.
DCMS - Coronavirus Community Support Fund
£54,250	04/09/2020	"The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to operate, thereby reducing the burden on public ....more "The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to operate, thereby reducing the burden on public services.2) To ensure essential services are provided to vulnerable people, both in the short and long term through increased community support through the work of charitable organisations."
Hertfordshire Community Foundation - COVID 19 Emergency Support
£5,000	30/03/2020	Grant to Carers In Hertfordshire
National Lottery Community Fund - Caring (4) Volunteers
£418,292	01/02/2019 36	Caring (4) Volunteers
BBC Children in Need - Grant to Carers in Hertfordshire
£110,170	11/10/2016 36	This project will fund an annual conference, residential trip and Youth Council for Young Carers in Hertfordshire.The Young Carers will have improved confidence and aspirations and be given the skills to make their voices heard and shape support ....more This project will fund an annual conference, residential trip and Youth Council for Young Carers in Hertfordshire.The Young Carers will have improved confidence and aspirations and be given the skills to make their voices heard and shape support services.
National Lottery Community Fund - Carers in Hertfordshire Caring Community Project
£199,806	06/11/2013 60	In the past, support services have been led by staff, but as a result of extensive research and consultation, carers themselves will be supported and trained to lead services through the creation of 16 carer led hub groups across the county. More ....more In the past, support services have been led by staff, but as a result of extensive research and consultation, carers themselves will be supported and trained to lead services through the creation of 16 carer led hub groups across the county. More confident carers will have the opportunity to become Carers in Hertfordshire Ambassadors and will represent the organisation in their communities.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Based on 8/9 persons

Age Range of Trustees: 35-73

ALLISON ALEXANDER Appointed: 2020, Occupation: Company Director

CAROLINE HEDLEY Appointed: 2021, Occupation: Business Improvement Officer

KEVIN MCLENNAN Appointed: 2020, Occupation: Planning And Reporting Manager

LAUREN MACKENZIE Appointed: 2024, Occupation: Solicitor

MARK ANTHONY MONTGOMERY (Chair) Appointed: 2016, Occupation: Company Director

MARTIN ANDREW NOTTAGE Appointed: 2020, Occupation: Semi-Retired

MIROSLAVA JANINE BUDIN Appointed: 2016, Occupation: Company Director

RICHARD MARTIN LEWIS Appointed: 2024, Occupation: Solicitor

TONY SEAGROATT Appointed: 2021, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 12/03/2001, number: 1085491
Registered at Companies House on 27/12/2000, number: 04131036

Gift Aid

Registered with HMRC for Gift Aid

Event History

19/07/2019 - Asset transfer in from HERTFORDSHIRE CROSSROADS - SOUTH
10/09/2020 - Asset transfer in from THE OPEN HOUSE PROJECT
27/03/2023 - Asset transfer in from THE ABBOTS LANGLEY GOOD NEIGHBOURS ASSOCIATION

Other Regulators

Care Quality Commission

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR04: 1 days late,

Recent reorganisation events:

Asset transfer in from THE OPEN HOUSE PROJECT on 10/09/2020
Asset transfer in from THE ABBOTS LANGLEY GOOD NEIGHBOURS ASSOCIATION on 27/03/2023

Main office

Carers in Hertfordshire
119 Fore Street
HERTFORD
SG14 1AX

Objectives

1. THE CHARITY IS ESTABLISHED, FOR THE PUBLIC BENEFIT, SPECIFICALLY TO: 1.1. RELIEVE POVERTY AND SICKNESS AND MENTAL SUFFERING OF CARERS BY:(A) THE PROVISION OF SUPPORT FOR CARERS, (B) THE ESTABLISHMENT OF CARERS? CENTRES, (C) THE PROVISION OF RESPITE SERVICES BY COMMUNITY-BASED SUPPORT WORKERS, (D) THE PROVISION OF SUCH SUPPORT WORKERS FOR THE ELDERLY, DISABLED OR CHRONICALLY SICK PEOPLE LIVING ALONE, AT THE DISCRETION OF THE TRUSTEES.1.2. ADVANCE EDUCATION CONCERNING CARING AMONGST CARERS AND THE PUBLIC.FOR THE PURPOSES OF THIS CLAUSE A ?CARER` IS A PERSON OF ANY AGE, WHO PROVIDES UNPAID SUPPORT TO FAMILY OR FRIENDS, WHO COULD NOT COPE WITHOUT THIS HELP. THIS COULD BE CARING FOR A RELATIVE, PARTNER OR FRIEND WHO IS ILL, FRAIL, DISABLED OR HAS MENTAL HEALTH OR SUBSTANCE MISUSE PROBLEMS.

Defined Area of Benefit:

NOT DEFINED

Data Sources

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