Finance Score: 3

Governance Score: 4

Support Score: 7

Deficit latest year: -2
Future income +5
No PartB

No volunteer policy: -2
Dynamic board: +3
Gender balanced board: +3

Large volunteer base +3
Overall weighted support: +4

Overall GiG Score: 14

WIVEY CARES

Wivey Cares, operates in the Wiveliscombe and the Ten Parish area of Somerset.We aim to connect those in need of claiming their benefits, care, assistance, companionship, provision of food or friendship with local volunteers, or paid MicroProviders.These connections are overseen by our co-ordinator, who liaises with local referral agencies such as the local doctor's surgery and Village agent.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
A significant proportion of recent income was derived from major grant makers including the Government and there are significant future grants due to be received
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
Over half the Board have joined recently

Financial issues to consider:

Income was lower than spending in the latest year
A PartB annual return has not been required and so detailed financial information is not available from the online data

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income	Spending	Surplus/ Deficit	Volun- teers
31/08/23	£44	£54	£-9	n/a
31/08/22	£62	£33	£29	n/a
31/08/21	£33	£16	£16	n/a
01/09/20	£18	£16	£2	n/a

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 6 years

www.wiveycares.net

co-ordinator@wiveycares.net

07508331661

Charity Commission for England and Wales

Listed activities

Disability
General Charitable Purposes
The Prevention Or Relief Of Poverty

GiG Classification

Provides financial or material assistance

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Somerset,

Who it helps

Elderly/Old People
The General Public/Mankind

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

Somerset Community Foundation	£27,975
National Lottery Community Fund	£18,500
Co-Operative Group	£2,648

Specific Donations

Amount	When Months	To be used for
Co-Operative Group - Grant to Wivey Cares (Food Project)
£2,648	21/10/2023	To respond to the current cost of living crisis, we would like to source sufficient ingredients to double the number of meals we can produce and deliver each week from 400 to 800.
National Lottery Community Fund - Wivey Cares
£10,000	22/09/2023	The funding will be used to continue running a service which connects people who require support in areas such as help with personal care companionship domestic assistance and applying for benefits with self employed carers from the community. It ....more The funding will be used to continue running a service which connects people who require support in areas such as help with personal care companionship domestic assistance and applying for benefits with self employed carers from the community. It will also be used to host a memory cafe activity group for people living with memory loss. The project aims to help people to access care and support that will assist them to remain in their own homes for longer whilst also helping to build a strong network between carers and the community they support.
Somerset Community Foundation - Co-ordinator salary costs to provide support for older vulnerable people in Wiveliscombe
£5,000	28/02/2023	Grant to Wivey Cares
Somerset Community Foundation - Expanding a growing project in the grounds of a residential home for individuals with a learning disability and complex needs
£4,525	28/07/2022	Expanding a growing project in the grounds of a residential home for individuals with a learning disability and complex needs
National Lottery Community Fund - Wivey Cares
£8,500	20/05/2022	The funding will be used towards a co-ordinator who will continue to provide a service where they connect people who require support in areas including care assistance and claiming benefits and will link them with a self employed carer or volunteer. ....more The funding will be used towards a co-ordinator who will continue to provide a service where they connect people who require support in areas including care assistance and claiming benefits and will link them with a self employed carer or volunteer. The project aims to provide a simple process to better connect and support their community.
Somerset Community Foundation - Core costs of meeting the care needs of older people in Wiveliscombe
£5,000	21/12/2021	Core costs of meeting the care needs of older people in Wiveliscombe
Somerset Community Foundation - Hot meals for people experiencing food poverty
£2,450	21/12/2021	Hot meals for people experiencing food poverty
Somerset Community Foundation - Co-ordinator costs
£2,500	25/01/2021 10	To enable our Co-ordinator to continue supporting vulnerable people to identify and obtain the support they need.
Somerset Community Foundation - Database and co-ordinator costs
£2,500	10/11/2020 8	To help with running costs and invest in a database to store records more effectively.
Somerset Community Foundation - COVID19 Support for vulnerable people in the Wiveliscombe area
£3,500	08/10/2020 5	Grant to Wivey Cares
Somerset Community Foundation - COVID19 Coordination of care provisions for vulnerable people in Wiveliscombe
£2,500	31/03/2020 1	Coordinate care provision in Wiveliscombe

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

BEVERLY ANNE SHAW Appointed: 2022

CHRISTOPHER ALAN HOWE Appointed: 2022

DAVID LAWRENCE TOPHAM Appointed: 2022

DAVID PATTERSON (Chair) Appointed: 2019

MARK BLAKER Appointed: 2023

ROSIE BOYLAN Appointed: 2019

VALERIA COOTS Appointed: 2024

Legal constitution

Charity registered in England & Wales on 24/05/2019, number: 1183575

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Complaints policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

4 returns made; all on time

Main office

Wiveliscombe House
3 THE SQUARE
WIVELISCOMBE
TAUNTON
TA4 2JT

Objectives

FOR THE PUBLIC BENEFIT, THE RELIEF OF THOSE IN NEED, BY REASON OF YOUTH, AGE, ILL HEALTH, DISABILITY, FINANCIAL HARDSHIP OR OTHER DISADVANTAGE BY OFFERING BEFRIENDING SERVICES IN WIVELISCOMBE AND THE SURROUNDING AREA TO THE ELDERLY WHO MAY BE LONELY, BY SUPPORTING THEM IN ACCESSING PUBLIC SERVICES OR OTHER COMMUNITY MEMBERS.

Data Sources

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