Finance Score: 3

Governance Score: 6

Support Score: 4

Poor Liquidity: -1
Reasonable growth: +1
Fundraising costs low: +3

Dynamic board: +3
Gender balanced board: +3

Overall weighted support: +4

Overall GiG Score: 13

THE CARERS' RESOURCE

The Carers' Resource gives tailored support and information to unpaid carers and vulnerable people. It is an independent, award-winning Yorkshire charity which is open to everyone and offers emotional and practical help to enable them to cope.

Analysis by Giving is Great

Positives:

There has been reasonable growth in spending over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years
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 gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

Over half the Board have joined recently

Financial issues to consider:

Liquidity appears to have been slender at the latest year end

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	*	£4,618	£4,688	£-70	£32	£603	£436	1.1	206	113
31/03/22		£4,191	£4,192	£-1	£30	£673	£514	1.5	196	253
31/03/21		£3,751	£3,727	£24	£27	£674	£549	1.8	187	126
31/03/20		£3,699	£3,721	£-21	£39	£650	£537	1.7	200	143
31/03/19		£3,392	£3,372	£21	£43	£672	£533	1.9	174	158
31/03/18		£3,091	£2,929	£162	£65	£651	£540	2.2	146	0
31/03/17		£2,613	£2,600	£13	£15	£490	£463	2.1	140	0
31/03/16		£2,350	£2,385	£-35	£19	£477	£438	2.2	111	0
31/03/15		£2,209	£2,247	£-38	£31	£512	£427	2.3	73	0
31/03/14	*	£2,027	£2,104	£-77	£27	£549	£531	3	63	0
31/03/13		£1,558	£1,607	£-49	£28	£626	£603	4.5	48	0
31/03/12		£1,350	£1,332	£18	£28	£675	£674	6.1	44	0
31/03/11		£1,582	£1,460	£122	£25	£657	£654	5.4	47	0
31/03/10		£1,727	£1,327	£400	£24	£535	£521	4.7	43	0
31/03/09		£964	£1,008	£-45	£21	£135	£96	1.1	35	0
31/03/08?		£1,404	£1,376	£28	£20	£180	£114	1	37	0
31/10/06		£763	£808	£-46	n/a	n/a	n/a	n/a	n/a	n/a
31/10/05		£652	£656	£-4	n/a	n/a	n/a	n/a	n/a	n/a
31/10/04		£605	£531	£74	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 0.7%
Fundraising Costs/Total Spending: 0.7%
Senior Staff Costs/Total Spending: 2%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 46%
Liabilities/Income: 11%
Unrestricted Funds/Total Funds: 72%
Reserves/Spending: 1.1 months
Net Current Assets/Spending: 1 months
Quick Ratio: 1.1

Asset Split ?

Balance Sheet History

Established: 29 years

www.carersresource.org

HWATSON@CARERSRESOURCE.ORG

01423500555

Charity Commission for England and Wales

Tweets

Listed activities

Disability
Economic/Community Development/Employment
Education/Training
General Charitable Purposes
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Care for carers

How it operates

Acts as an umbrella or resource body
Provides advocacy/advice/information
Provides services

Where it operates

Bradford City, Leeds City, North Yorkshire,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities
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

Masonic Trust	£25,000
The Shears Foundation	£5,000
Sir George Martin Trust	£2,500
Leeds Community Foundation	£2,500

Specific Donations

Amount	When Months	To be used for
The Shears Foundation - Carers' Resource
£5,000	01/11/2022	Young Carers Clubs
Sir George Martin Trust - Grant to Carers' Resource
£2,500	28/02/2022	Capital costs for Advancement of Health/Saving Lives
Sir Jules Thorn Charitable Trust - The Carers' Resource - 09/09/21
£1,000	14/10/2021	Trips for Carers
Masonic Trust - MCF Freemasons COVID-19 Community Fund
£25,000	08/03/2021	Grant to fund additional staffing hours, enabling the charity to increase current capacity of Project Workers to reduce the loneliness and isolation of unpaid carers by providing tailored support to meet their needs.
Leeds Community Foundation - Grant to Carers Resource Harrogate
£2,500	22/01/2020	Grant to Carers Resource Harrogate
National Lottery Community Fund - Carers Getting Together
£8,196	16/10/2019 12	Carers Getting Together
National Lottery Community Fund - Positive Minds - Worth Connecting 2
£499,415	16/11/2016 36	This project will support socially isolated older people who are digitally excluded and struggling to remain independent. The project will be delivered via a combination of one-to-one home visits and small group based computer skills sessions. This ....more This project will support socially isolated older people who are digitally excluded and struggling to remain independent. The project will be delivered via a combination of one-to-one home visits and small group based computer skills sessions. This will promote independent living, improve mental health and wellbeing and enable older people to become more active citizens.
National Lottery Community Fund - CReate- Carers Resource Employment and Training Enterprise
£478,697	16/06/2016 48	This project will expand to cover North Yorkshire and Bradford. The new project aims to focus on 400 carers and 20 employers who will co-produce the project with The Carers' Resource. Three new aspects will be introduced such as; a focus on ....more This project will expand to cover North Yorkshire and Bradford. The new project aims to focus on 400 carers and 20 employers who will co-produce the project with The Carers' Resource. Three new aspects will be introduced such as; a focus on enterprise and self-employment, supporting carers who are combining work with caring responsibilities for the first time and working with employers to show them how important it is to support carers in the workplace.
National Lottery Community Fund - Parents and Carers Empowered - PACE
£310,313	12/08/2015 36	This is a new project working with parent carers with children with disabilities or long term ill health following a successful 18 month pilot. It is hoping to reach 1,200 families over three years and will now widen beyond Craven to include ....more This is a new project working with parent carers with children with disabilities or long term ill health following a successful 18 month pilot. It is hoping to reach 1,200 families over three years and will now widen beyond Craven to include Bradford, Airedale and Harrogate. They will empower parents with the right support and knowledge through providing specialist information and advice plus practical and emotional support and social networking opportunities.
National Lottery Community Fund - Carers, Employment and Lifelong Learning
£295,122	18/04/2012 42	This project will encourage and help carers and former carers to achieve their own aspirations for work, training and learning outside their caring role. Carers will be supported through the process and offered a menu of activities including ....more This project will encourage and help carers and former carers to achieve their own aspirations for work, training and learning outside their caring role. Carers will be supported through the process and offered a menu of activities including training, new skills, volunteering, work experience and access to employment opportunities. Activities will provide supportive, individually-focused learning that identifies and addresses the specific and multiple barriers that carers face._x000B__x000B_

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Age Range of Trustees: 52-76

CATHERINE SCHOFIELD Appointed: 2024, Occupation: Health Leader

ELIZABETH ANN JONES (Chair) Appointed: 2015, Occupation: None

GARRY LUXFORD Appointed: 2024, Occupation: Trustee

JOHN HAYWARD Appointed: 2023, Occupation: Manager

SIMON ARNOLD Appointed: 2023, Occupation: Director

WILLAIM DAMIAN BODDY Appointed: 2022, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 19/09/1995, number: 1049278
Registered at Companies House on 09/05/1995, number: 03054273

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Care Quality Commission

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
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

19 returns made; AR23: 89 days late, AR14: 0 days late,

Main office

Carers Resource
3 Grove Park Court
HARROGATE
North Yorkshire
HG1 4DP

Objectives

TO PROVIDE A RESOURCE FOR THE RELIEF OF ILLNESS AND SUFFERING IN SUCH WAYS AS THE CHARITY SHALL FROM TIME TO TIME THINK FIT.

Defined Area of Benefit:

HARROGATE AND CRAVEN DISTRICTS OF NORTH YORKSHIRE AND ADJACENT DISTRICTS

Data Sources

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