Finance Score: 0

Governance Score: 6

Support Score: 6

Volatile income: -3
Fundraising costs low: +3

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

Grant maker support: +6

Overall GiG Score: 12

CARERS TRUST HEART OF ENGLAND

To provide information, advice and support services to carers of adults and children with care needs to enable them to continue in their caring role and by providing practical replacement care by recruiting, training and employing staff to take the place of the carer, thereby giving them a "break" or "time out" from their caring responsibilities.

Analysis by Giving is Great

Positives:

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 age and dynamic in terms of composition

Financial issues to consider:

Income has been volatile recently

Established: 28 years

www.carerstrusthofe.org.uk

admin@carerstrusthofe.org.uk

02476101040

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		£2,672	£2,442	£230	£46	£2,791	£2,656	13.1	90	8
31/03/22		£3,193	£3,246	£-53	£28	£1,942	£560	2.1	133	16
31/03/21		£3,846	£3,671	£174	£39	£1,995	£552	1.8	158	20
31/03/20		£3,450	£3,346	£104	£34	£1,821	£534	1.9	153	23
31/03/19		£3,078	£2,996	£82	£30	£1,717	£516	2.1	137	55
31/03/18		£3,043	£2,960	£83	£38	£1,635	£494	2	148	0
31/03/17		£3,049	£2,978	£71	£44	£1,552	£452	1.8	160	0
31/03/16	*	£3,117	£2,909	£208	£42	£1,481	£431	1.8	171	0
31/03/15		£2,525	£2,536	£-11	£128	£1,273	£162	0.8	105	0
31/03/14		£2,639	£2,664	£-24	£90	£1,284	£150	0.7	105	0
31/03/13		£2,817	£2,743	£73	£46	£1,182	£146	0.6	224	0
31/03/12		£3,143	£3,059	£84	£60	£1,109	£101	0.4	243	0
31/03/11		£3,006	£2,947	£59	£104	£1,025	£94	0.4	237	0
31/03/10		£2,886	£2,930	£-44	£64	£967	£117	0.5	214	0
31/03/09		£2,664	£2,667	£-3	£97	£1,010	£123	0.6	200	0
31/03/08		£2,634	£2,642	£-8	£42	£1,013	£1,013	4.6	120	0
31/03/07	*	£2,445	£2,439	£6	£148	£1,021	£1,021	5	122	0
31/03/06	*	£1,733	£1,315	£418	£0	£0	£0	n/a	0	0
31/03/05	*	£911	£909	£2	£0	£0	£0	n/a	0	0
31/03/04		£886	£877	£9	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 1.7%
Fundraising Costs/Total Spending: 1.9%
Senior Staff Costs/Total Spending: 7%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 15%
Liabilities/Income: 19%
Unrestricted Funds/Total Funds: 95%
Reserves/Spending: 13.1 months
Net Current Assets/Spending: 4 months
Quick Ratio: 2.3

Asset Split ?

Listed activities

Disability
Education/Training
The Advancement Of Health Or Saving Of Lives

How it operates

Provides advocacy/advice/information
Provides human resources
Provides services

Where it operates

Coventry City, Warwickshire,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities

Who works here?

90 employees
8 volunteers

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.

Major supporters in last 5 years

National Lottery Community Fund	£309,339
BBC Children in Need	£73,805
DCMS	£24,757

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - Young Carers Coventry
£254,825	30/06/2022	The funding will be used to deliver the Coventry Young Carers project. Providing young carers and their families with the resources and support that they need. They propose to work alongside other ....more The funding will be used to deliver the Coventry Young Carers project. Providing young carers and their families with the resources and support that they need. They propose to work alongside other community organisations and the LA to find hidden young carers and to roll out a series of activities and support opportunities as well as creating a 'train the trainer programme' for ongoing delivery of identifying and supporting young carers in schools.
National Lottery Community Fund - Coventry Young Carers
£54,514	29/10/2021	The group will use the funding to provide young carers and their families with the resources and support that they need. The project will work closely with community organisations enabling better ....more The group will use the funding to provide young carers and their families with the resources and support that they need. The project will work closely with community organisations enabling better localised support for young carers and their families providing respite activities and support in their caring role.
DCMS - Coronavirus Community Support Fund
£24,757	26/08/2020	"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."
BBC Children in Need - Grant to Carers Trust Heart of England
£73,805	30/07/2020	Covid19 - This grant will fund a Young Adult Carers Support Worker to young carers in Coventry. Outcomes include improved mental health, increased academic achievement and greater access to ....more Covid19 - This grant will fund a Young Adult Carers Support Worker to young carers in Coventry. Outcomes include improved mental health, increased academic achievement and greater access to employment.
BBC Children in Need - Grant to Carers Trust Heart of England
£30,000	08/05/2018 36	This project will provide a Saturday club for children and young people with multiple disabilities. Through fun activities beneficiaries will make friends and feel less socially isolated and improve ....more This project will provide a Saturday club for children and young people with multiple disabilities. Through fun activities beneficiaries will make friends and feel less socially isolated and improve their physical and mental health.
BBC Children in Need - Grant to Carers Trust Heart of England
£118,696	02/03/2018 36	This project will provide group support to young carers aged 5 to 18. Through targeted activities the project will help reduce young carers’ isolation, improve their health and well-being and ....more This project will provide group support to young carers aged 5 to 18. Through targeted activities the project will help reduce young carers’ isolation, improve their health and well-being and improve their self-confidence.
Henry Smith Charity - Grant to Carers Trust - Heart of England
£80,000	09/06/2016 36	towards three years' continuation funding of the salary of a Specialist Chinese Information, Advice and Support Worker at a project providing support to family carers in the Chinese community in ....more towards three years' continuation funding of the salary of a Specialist Chinese Information, Advice and Support Worker at a project providing support to family carers in the Chinese community in Coventry and parts of Warwickshire
National Lottery Community Fund - Improving Lives of Family Carers
£273,641	02/06/2016 30	Improving Lives of Family Carers
National Lottery Community Fund - Young Carers Can
£476,270	16/12/2015 60	A project to improve the lives of young carers in Coventry. The project will work closely with organisations in contact with children and young people aged 5-18 to identify hidden young carers. ....more A project to improve the lives of young carers in Coventry. The project will work closely with organisations in contact with children and young people aged 5-18 to identify hidden young carers. Activities will include awareness raising sessions at primary schools; support for families, identifying replacement care and respite opportunities for carers and signposting to other support services.The project will benefit 500 young people who provide care to a family member or friend.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Age Range of Trustees: 46-82

ALEX WINSTANLEY Appointed: 2023

ANGELA JANE WATKINS Appointed: 2023, Occupation: Quality Assurance Manager

DAVINDER ATHWAL Appointed: 2014, Occupation: Trustee

DHIRAN VAGDIA Appointed: 2009, Occupation: Chartered Architect, Other trusteeships: COVENTRY UNIT OF THE SEA CADET CORPS, EMMAUS COVENTRY AND WARWICKSHIRE, COVENTRY THREE SPIRES ROUND TABLE NUMBER 1043,

JONATHAN NEIL TRACE Appointed: 2023, Occupation: Media Consultant

MARCIA JARRETT Appointed: 2014, Occupation: Trustee

MARTIN AIDAN HENWOOD Appointed: 2021, Occupation: Trustee

ROSEMARIE JUNE TONKINSON Appointed: 2000, Occupation: Deputy Registrar

ROBERT VILLETTE Appointed: 2020, Occupation: Trustee

STEPHEN COBB Appointed: 2021, Occupation: Trustee

Legal constitution

Charitable company registered in England & Wales on 23/07/1996, number: 1057024
Registered at Companies House on 03/06/1996, number: 03206963

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

20 returns made; AR16: 2 days late, AR07: 3 days late, AR06: 1 days late, AR05: 72 days late,

Main office

Carers Trust Heart Of England
6 Queen Victoria Road
COVENTRY
CV1 3JH

Objectives

TO RELIEVE THE STRESSES EXPERIENCED BY CARERS, AND CHILDREN AND ADULTS WHO HAVE CARE NEEDS, AS A RESULT OF DISABILITY, ILLNESS OR AGE BY OFFERING A RESPITE SERVICE THROUGH THE PROVISION OF COMMUNITY-BASED SUPPORT WORKERS

Defined Area of Benefit:

NOT DEFINED

Data Sources