Finance Score: -1
Governance Score: 9
Support Score: 7
  • Low unrestricted reserves: -2
  • Multiple Deficits: -2
  • Fundraising costs low: +3
  • Good trustee age range: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • Overall weighted support: +7
Overall GiG Score: 15 ?

CARITAS CARE LIMITED

Services for children: adoption, foster care, day care, and volunteer support work. Services for adults with learning disabilities: day projects, supported living and residential care, training and advocacy, and employment opportunities. Community projects for young people, elderly people and homeless people in various projects throughout the North West.
Analysis by Giving is Great

Positives:

  • Fundraising costs are unusually low relative to funds raised
  • 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

Regulatory & Governance issues to consider:

  • One or more trustees receive payments or benefits from the charity for providing services to the charity
  • Over half the Board have joined recently

Financial issues to consider:

  • Unrestricted reserves appear to be dangerously low at the latest year end
  • 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£7,465£7,590£-125£2£1,636£1,6062.514630
31/03/22£7,391£7,172£219£1£1,760£1,7222.914730
31/03/21£7,326£6,744£582£1£1,541£1,4672.616350
31/03/20*£7,591£7,730£-139£2£958£8931.416350
31/03/19£7,883£7,944£-61£1£1,104£1,0431.617064
31/03/18£7,134£7,456£-322£5£1,161£1,0821.71690
31/03/17£7,449£7,515£-66£38£1,483£1,3972.21890
31/03/16£7,119£7,548£-429£1£1,458£1,3112.11800
31/03/15£6,175£6,183£-8£286£1,983£1,8353.61580
31/03/14£4,989£4,982£7£277£1,955£1,8904.61330
31/03/13£4,711£4,709£2£245£1,930£1,9034.81170
31/03/12£4,989£4,908£81£264£1,875£1,8034.41200
31/03/11£4,739£4,454£285£255£1,795£1,7304.71220
31/03/10£4,497£4,413£84£209£942£8922.41130
31/03/09£4,105£4,044£61£186£831£7692.31040
31/03/08£3,902£3,822£80£159£790£63321030
31/03/07£4,276£4,364£-88£178£721£5551.51130
31/03/06*£3,425£3,446£-21n/an/an/an/an/an/a
31/03/05*£2,891£2,970£-79n/an/an/an/an/an/a
31/03/04*£2,346£2,325£21n/an/an/an/an/an/a

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: 32%
Liabilities/Income: 10%
Unrestricted Funds/Total Funds: 98%
Reserves/Spending: 2.5 months
Net Current Assets/Spending: 2 months
Quick Ratio: 1.3
Asset Split ?
Balance Sheet History
Established: 43 years

www.caritascare.org.uk

info@caritascare.org.uk

01772 732313

Charity Commission for England and WalesCompanies HouseFacebookInstagramX
UN SDGs
?
Listed activities
  • Accommodation/Housing
  • Disability
  • Economic/Community Development/Employment
  • Education/Training
  • General Charitable Purposes
  • The Prevention Or Relief Of Poverty
GiG Classification
  • Adoption & fostering services
How it operates
  • Provides advocacy/advice/information
  • Provides human resources
  • Provides services
Where it operates
  • Throughout England,
Who it helps
  • Children/Young People
  • Elderly/Old People
  • Other Defined Groups
  • People With Disabilities

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
Home Office£769,408
National Lottery Community Fund£592,210
Department for Education£423,083
Specific Donations
Amount When
Months
To be used for
National Lottery Community Fund - Plungington Plus!
£125,571 24/01/2023
The funding will be used to further develop their Plungington Community Centre in Preston which will allow local people more access to community activities improving their wellbeing and general health. It will be used to extend the working hours of ....more
Home Office - Resettlement Programme - Post Arrival Support
£384,704 19/04/2021
The UK Resettlement Scheme (UKRS) started in March 2021 and reaffirms the UKs ongoing commitment to refugee resettlement. Resettlement relies on collaborative working with local authorities to deliver practical support to refugees on arrival and ....more
Home Office - Resettlement Programme - Post Arrival Support
£384,704 19/04/2021
The UK Resettlement Scheme (UKRS) started in March 2021 and reaffirms the UKs ongoing commitment to refugee resettlement. Resettlement relies on collaborative working with local authorities to deliver practical support to refugees on arrival and ....more
Department for Education - Voluntary Adoption Agency (VAA) grant
£423,083 01/04/2020
To support frontline charities to continue to deliver existing services to children and families - in particular for VAAs to continue to support prospective adopters in stages 1 and 2 of the adopter approval process and to continue the provision of ....more
National Lottery Community Fund - The ACE Project
£466,639 20/03/2020
35
The project supports ex offenders resettle into the community after being released from prison. Funding for the group will go towards workshops, peer support groups, access to sustainable accommodation and a range of activities designed to assist ....more
National Lottery Community Fund - The ACE Project (Assisted Community Engagement)
£491,431 05/04/2017
36
The Assisted Community Engagement (ACE) project based in Preston, aims to reduce re-offending and resettle ex-offenders into the community through peer-led support. It will support people in Lancashire, Blackpool and Blackburn to find stable ....more
National Lottery Community Fund - Assisted Community Engagement (ACE)
£481,104 18/02/2014
36
This is a continuation of the ACE project which aims to reduce re-offending and crime, improve public confidence in the criminal justice system, tackle the social exclusion of offenders and make communities safer.
Henry Smith Charity - Grant to Caritas Care
£90,000 05/12/2013
36
towards three years' salary of a Project Worker and a contribution to the running costs of the ACE Project, supporting prisoners and ex-offenders from Lancashire pre and post release
National Lottery Community Fund - Bridging the Gap
£490,247 17/04/2013
36
The aim of this existing project is to continue and expand services to people with hearing loss in Lancashire and Cumbria. Caritas Care Limited will continue to provide practical advice and support around hearing aid use and equipment through ....more
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)
Current Trustees appointed
Gender Split

Age Range of Trustees: 39-75
  • ADAM JAMES ROBERTS Appointed: 2023, Occupation: Head Of Portfolio Office
  • ANDREW JOHN BENNETT Appointed: 2023, Occupation: Retired
  • ANNE-MARIE MORGAN Appointed: 2016, Occupation: Retired
  • CATHERINE EMMA PARKINSON Appointed: 2016, Occupation: Hr Manager
  • JOANNE ELIZABETH HIGHAM Appointed: 2023, Occupation: Solicitor
  • MARY FRANCES LEAVY, Occupation: Chartered Clinical Psychologis
  • MICHAEL JOSEPH FETHERSTONE Appointed: 2022, Occupation: Solicitor
  • STUART DAVID LEE Appointed: 2022, Occupation: Business Development Manager
Legal constitution
  • Charitable company registered in England & Wales on 08/02/1982, number: 326021
  • Registered at Companies House on 09/11/1981, number: 01596400
Gift Aid
  • Registered with HMRC for Gift Aid
Other Regulators
  • Care Quality Commission
  • Ofsted (Office For Standards In Education)
Policies in force
  • Bullying and harassment 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; AR20: 2 days late, AR06: 2 days late, AR05: 15 days late, AR04: 1 days late,
Main office

218 Tulketh Road
Ashton on Ribble
Preston
Lancashire
PR2 1ES

Objectives

TO FURTHER THE GENERAL CHARITABLE WORKS OF THE ROMAN CATHOLIC CHURCH BOTH IN THE DIOCESE OF LANCASTER AND ELSEWHERE IN THE UNITED KINGDOM, IN PARTICULAR BUT NOT EXCLUSIVELY, BY PROVIDING SERVICES AND FACILITIES FOR THE RELIEF OF POVERTY AND SUFFERING, THE ADVANCEMENT OF EDUCATION, THE PROMOTION OF SOCIAL JUSTICE AND OTHER CHARITABLE ACTS WHICH PROMOTE THE DEVELOPMENT OF INDIVIDUALS AND COMMUNITIES.

Defined Area of Benefit:

ROMAN CATHOLIC DIOCESE OF LANCASTER AND ELSEWHERE.

Data Sources

Charity Commission for England and Wales
360 Giving

Tips for Selecting Charities

Which areas of philanthropy are most effective?
The text of this post is taken from an article on the Effective Altruism forum. It suggests that you can achieve the most impact by supporting causes that fight extreme poverty, improving animal welfare....more
Our Top Tips for Philanthropy
Here are some ideas to help you gain more satisfaction from your philanthropy and confidence that the causes you have selected are impactful. Engage your brain, as well as your heart You....more
How to become a Philanthropist
In this Blog we outline a strategy to help people who are new to philanthropy and for those who feel dissatisfied with the impact they are having. Effective philanthropy is immensely rewarding for donors,....more

Giving is Great