Finance Score: 0

Governance Score: 6

Support Score: 6

No PartB

Dynamic board: +3
Gender balanced board: +3

Large volunteers +3
Grant maker support: +3

Overall GiG Score: 12

STOCKPORT CARE SCHEMES

The objects of the charity are to promote the relief of persons who are aged, sick or who have disabilities and are in need of care and support, by provision of support services and information to such persons and their carers in Stockport; to carry out such other charitable purpose or purposes as the Trustees in their absolute discretion shall from time to time determine.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
There have been no material income shortfalls in recent years
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 and dynamic in terms of composition

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

Established: 22 years

www.stockportcarscheme.org.uk

susan.peck@stockportcarscheme.org.uk

01614762812

Charity Commission for England and Wales

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
31/03/23	£233	£240	£-7	n/a	n/a	n/a	n/a	n/a	72
31/03/22	£211	£221	£-10	n/a	n/a	n/a	n/a	n/a	72
31/03/21	£169	£179	£-11	n/a	n/a	n/a	n/a	n/a	60
31/03/20	£232	£228	£3	n/a	n/a	n/a	n/a	n/a	70
31/03/19	£229	£219	£9	n/a	n/a	n/a	n/a	n/a	60
31/03/18	£219	£209	£10	£0	£0	£0	n/a	0	0
31/03/17	£210	£208	£2	£0	£0	£0	n/a	0	0
31/03/16	£195	£179	£16	£0	£0	£0	n/a	0	0
31/03/15	£209	£158	£52	£0	£0	£0	n/a	0	0
31/03/14	£194	£153	£40	£0	£0	£0	n/a	0	0
31/03/13	£179	£150	£29	£0	£0	£0	n/a	0	0
31/03/12	£180	£224	£-44	£0	£0	£0	n/a	0	0
31/03/11	£185	£190	£-5	£0	£0	£0	n/a	0	0
31/03/10	£177	£188	£-11	£0	£0	£0	n/a	0	0
31/03/09	£177	£146	£31	£0	£0	£0	n/a	0	0
31/03/08	£125	£122	£3	£0	£0	£0	n/a	0	0
31/03/07	£115	£114	£2	£0	£0	£0	n/a	0	0
31/03/06	£115	£107	£8	£0	£0	£0	n/a	0	0
31/03/05	£93	£93	£1	£0	£0	£0	n/a	0	0
31/03/04	£97	£86	£11	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

What it does

Disability

Who works here?

72 volunteers

Who it helps

Elderly/Old People
People With Disabilities

How it operates

Provides human resources
Provides services

Where it operates

Stockport,

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
DCMS - Coronavirus Community Support Fund
£10,000	26/06/2020	"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 ....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."
Forever Manchester - Keeping Stockport Connected
£4,100	29/05/2020	Volunteer driving support for shopping/medical appointments/food parcel delivery etc
Co-Operative Group - Grant to STOCKPORT CAR SCHEME
£8,152	19/11/2018	Help us upgrade our server as it is unreliable and old and we are struggling to keep records and monitor progress.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Based on 8/9 persons

ANDY WARDLE Appointed: 2014

BARBARA ANNE CUNLIFFE Appointed: 2022

CLAIRE BAKEWELL Appointed: 2011

COLIN BIRTLES Appointed: 2023

GEORGE BERRY Appointed: 2016

HELEN O'SULLIVAN (Chair) Appointed: 2016, Other trusteeships: THE ARTHUR NORFOLK BATTERSBY TRUST, POYNTON WOMEN'S INSTITUTE,

MICHAEL FARAGHER Appointed: 2020

SHANTHINI ALEXANDER Appointed: 2022

THERESA ROGERS Appointed: 2018

Legal constitution

Charity registered in England & Wales on 05/04/2002, number: 1091546

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
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; all on time

Main office

Heaton Moor Centre
Thornfield Road
Stockport
SK4 3LD

Objectives

TO PROMOTE THE RELIEF OF PERSONS WHO ARE AGED, SICK OR HAVE DISABILITIES AND ARE IN NEED OF CARE AND SUPPORT, BY THE PROVISION OF SUPPORT SERVICES AND INFORMATION TO SUCH PERSONS AND THEIR CARERS IN STOCKPORT.TO CARRY OUT SUCH OTHER CHARITABLE PURPOSE OR PURPOSES AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION SHALL FROM TIME TO TIME DETERMINE.

Defined Area of Benefit:

STOCKPORT

Data Sources