Finance Score: -4

Governance Score: 6

Support Score: 5

Low unrestricted reserves: -2
Multiple Deficits: -2

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

Overall weighted support: +5

Overall GiG Score: 7

WAKEFIELD AND DISTRICT CARERS ASSOCIATION

To improve the conditions of life amongst carers resident in the Wakefield Metropolitan District so that the charitable needs of the carers are thus relieved and in particular amongst carers who care or have cared for partners, relatives, children, friends or neighbours who are dependent upon them because of disability arising from age, long-term illness, mental or physical disablement.

Analysis by Giving is Great

Positives:

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 dynamic in terms of composition

Regulatory & Governance issues to consider:

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		£677	£714	£-37	£0	£179	£123	2.1	26	14
31/03/22		£649	£634	£15	£0	£217	£105	2	26	14
31/03/21		£758	£670	£88	£0	£202	£110	2	26	14
31/03/20		£609	£677	£-68	£0	£114	£80	1.4	27	20
31/03/19		£540	£618	£-77	£0	£232	£186	3.6	27	20
31/03/18		£615	£655	£-40	£0	£309	£196	3.6	27	0
31/03/17		£558	£543	£16	£0	£350	£274	6.1	27	0
31/03/16		£526	£479	£46	£0	£334	£250	6.3	23	0
31/03/15		£490	£444	£45	n/a	n/a	n/a	n/a	n/a	n/a
31/03/14		£424	£483	£-59	n/a	n/a	n/a	n/a	n/a	n/a
31/03/13		£458	£378	£80	n/a	n/a	n/a	n/a	n/a	n/a
31/03/12		£458	£376	£82	n/a	n/a	n/a	n/a	n/a	n/a
31/03/11		£453	£410	£43	n/a	n/a	n/a	n/a	n/a	n/a
31/03/10		£460	£403	£57	n/a	n/a	n/a	n/a	n/a	n/a
31/03/09		£234	£228	£6	n/a	n/a	n/a	n/a	n/a	n/a
31/03/08		£203	£185	£17	n/a	n/a	n/a	n/a	n/a	n/a
31/03/07	*	£182	£180	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/03/06		£164	£160	£4	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05		£180	£156	£24	n/a	n/a	n/a	n/a	n/a	n/a
31/03/04		£112	£106	£6	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%
Highest pay band: Less than £60,000
Liabilities/Assets: 21%
Liabilities/Income: 7%
Unrestricted Funds/Total Funds: 69%
Reserves/Spending: 2.1 months
Net Current Assets/Spending: 3 months
Quick Ratio: 4.2

Asset Split ?

Balance Sheet History

Established: 29 years

http://www.carerswakefield.org.uk

info@carerswakefield.org.uk

01924305544

Charity Commission for England and Wales

Listed activities

Disability
The Advancement Of Health Or Saving Of Lives

GiG Classification

Care for carers

How it operates

Acts as an umbrella or resource body
Makes grants to individuals
Makes grants to organisations
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides services

Where it operates

City Of Wakefield,

Who it helps

Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
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

DCMS	£34,206
Leeds Community Foundation	£9,675
Nova Wakefield	£4,335

Specific Donations

Amount	When Months	To be used for
Nova Wakefield - Grant to Carers Wakefield
£4,335	11/11/2022	Grant for support to provide free,warm and welcoming spaces for residents across communities in the Wakefield District
DCMS - Coronavirus Community Support Fund
£34,206	25/06/2020	"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 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."
Leeds Community Foundation - Covid-19
£9,675	24/04/2020	Grant to Carers Wakefield and District
National Lottery Community Fund - Helping Carers Care
£35,961	07/04/2017 12	The group will provide a programme of support activities for unpaid carers in the local area. Activities will include counselling services, complementary therapy sessions and a programme called Looking After Me, which will enable participants to ....more The group will provide a programme of support activities for unpaid carers in the local area. Activities will include counselling services, complementary therapy sessions and a programme called Looking After Me, which will enable participants to focus on their own needs and aspirations. This will improve the mental and physical health and wellbeing of carers.
National Lottery Community Fund - Our Future
£10,000	03/03/2011 12	This charity in Wakefield will use funding to develop the skills of volunteers, staff and trustees. This will enable the group to run more efficiently and promote its services to a wider audience.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees: 41-81

AMANDA HAWES Appointed: 2024, Occupation: Law Student / Carer

CATHERINE WILSON (Chair) Appointed: 2020, Occupation: Retired Gp Practice Manager

ELAINE JONES Appointed: 2021, Occupation: Nhs Staff Liaison Manager

GRANT OSBORNE Appointed: 2023, Occupation: Carer

LISA SPIVEY Appointed: 2024, Occupation: Partnership Manager

NORMAN PICKETT Appointed: 2023, Occupation: Retired Teacher

PAULA RYLATT Appointed: 2024, Occupation: Nurse / Director

Legal constitution

Charitable company registered in England & Wales on 26/02/1996, number: 1053295
Registered at Companies House on 04/01/1996, number: 03143673

Gift Aid

Registered with HMRC for Gift Aid

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; AR07: 21 days late,

Main office

25 KING STREET
WAKEFIELD
WF1 2SR

Objectives

TO IMPROVE THE CONDITIONS OF LIFE AMONGST CARERS RESIDENT IN THE WAKEFIELD METROPOLITAN DISTRICT SO THAT THE CHARITABLE NEEDS OF CARERS ARE THUS RELIEVED AND IN PARTICULAR AMONGST CARES WHO CARE OR HAVE CARED FOR PARTNERS, RELATIVES, CHILDREN, FRIENDS OR NEIGHBOURS WHO ARE DEPENDENT UPON THEM BECAUSE OF DISABLEMENT ARISING FROM AGE, LONG TERM ILLNESS MENTAL OR PHYSICAL DISABLEMENT

Defined Area of Benefit:

WAKEFIELD

Data Sources

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