Finance Score: 3

Governance Score: 9

Support Score: 5

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

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

Grant maker support: +5

Overall GiG Score: 17

WORCESTERSHIRE ASSOCIATION OF CARERS

Worcestershire Association of Carers is an independent source of information, advice and support for all adult carers of all client groups in Worcestershire. The Association aims to relieve the stresses experienced by informal carers and those they care for in the county of Worcestershire, through the provision of information and support services and the promotion of the needs of carers.

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 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

Financial issues to consider:

Liquidity appears to have been slender at the latest year end

Established: 26 years

www.carersworcs.org.uk

mail@carersworcs.org.uk

01905751340

Charity Commission for England and Wales

Tweets

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		£1,300	£1,377	£-77	£66	£366	£210	1.8	53	27
31/03/22		£1,160	£1,108	£52	£68	£443	£156	1.7	46	29
31/03/21		£1,118	£963	£155	£71	£391	£105	1.3	37	27
31/03/20		£988	£875	£112	£83	£236	£121	1.7	35	35
31/03/19		£861	£826	£35	£65	£123	£101	1.5	34	86
31/03/18		£794	£801	£-7	£57	£89	£75	1.1	34	0
31/03/17		£781	£814	£-33	£55	£96	£84	1.2	24	0
31/03/16		£765	£799	£-34	£0	£129	£68	1	30	0
31/03/15		£758	£780	£-22	£17	£163	£85	1.3	27	0
31/03/14		£769	£716	£53	£6	£185	£95	1.6	23	0
31/03/13		£653	£650	£4	£6	£132	£87	1.6	22	0
31/03/12		£500	£486	£14	£0	£0	£0	n/a	0	0
31/03/11		£474	£444	£29	£0	£0	£0	n/a	0	0
31/03/10	*	£215	£204	£11	£0	£0	£0	n/a	0	0
31/03/09		£148	£151	£-3	£0	£0	£0	n/a	0	0
31/03/08		£161	£139	£22	£0	£0	£0	n/a	0	0
31/03/07		£125	£162	£-37	£0	£0	£0	n/a	0	0
31/03/06		£143	£128	£15	£0	£0	£0	n/a	0	0
31/03/05		£103	£92	£11	£0	£0	£0	n/a	0	0
31/03/04		£93	£136	£-44	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 5.4%
Fundraising Costs/Total Spending: 4.8%
Highest pay band: Less than £60,000
Liabilities/Assets: 14%
Liabilities/Income: 5%
Unrestricted Funds/Total Funds: 57%
Reserves/Spending: 1.8 months
Net Current Assets/Spending: 3 months
Quick Ratio: 4.1

Asset Split ?

Listed activities

Disability
Education/Training
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

How it operates

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

Where it operates

Worcestershire,

Who it helps

Elderly/Old People
Other Defined Groups
People With Disabilities

Who works here?

53 employees
27 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

Masonic Trust	£36,778
Department for Education	£15,000
DCMS	£9,680
Garfield Weston Foundation	£5,000

Specific Donations

Amount	When Months	To be used for
Masonic Trust - MCF Freemasons COVID-19 Community Fund
£17,440	08/03/2021	Grant for a project providing support for carers, many new to an unpaid caring role, who are caring for someone with 'Long COVID', helping them to cope with their caring responsibilities and ....more Grant for a project providing support for carers, many new to an unpaid caring role, who are caring for someone with 'Long COVID', helping them to cope with their caring responsibilities and supporting them to keep well themselves.
Masonic Trust - MCF Freemasons COVID-19 Community Fund
£19,338	08/03/2021	Grant to fund a project supporting unpaid carers to adapt to Life after COVID by providing activities such as support groups, respite care, activities such as woodland experiences to improve the ....more Grant to fund a project supporting unpaid carers to adapt to Life after COVID by providing activities such as support groups, respite care, activities such as woodland experiences to improve the mental and physical health and wellbeing of unpaid carers as well as reduce isolation.
DCMS - Coronavirus Community Support Fund
£9,680	27/07/2020	"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."
Herefordshire Community Foundation - Grant to Herefordshire Carers
£2,972	29/04/2020 6	additional cost of delivering services remotely
Department for Education - Parent Carer Participation grant
£15,000	01/04/2020	To fund 152 Parent Carer Forums to represent and support their local area's SEND parents, carers and families.
Co-Operative Group - Grant to Pershore Carers Group
£3,967	15/11/2019	To take carers out on trips
Garfield Weston Foundation - Main Grants award
£5,000	04/09/2019	WCA Closing Bonus
Garfield Weston Foundation - Main Grants award
£6,500	05/06/2018	WCA 2018-2019 winner
Lloyds Bank Foundation - Grant to Worcestershire Association of Carers
£14,160	15/03/2017 12	The grant will be used to cover the costs of oversee the development of their Marketing and Communications, the growth of brand awareness, improve website functionality and implement efficiency ....more The grant will be used to cover the costs of oversee the development of their Marketing and Communications, the growth of brand awareness, improve website functionality and implement efficiency savings/financial sustainability.
Triangle Trust 1949 Fund - Worcestershire Association of Carers - 1
£89,018	02/10/2014	Funding a Volunteer Manager to recruit, train and manage additional volunteers.
Lloyds Bank Foundation - Grant to Worcestershire Association of Carers
£30,100	28/03/2014	A user led organisation supporting carers across Worcestershire. Providing advice, information, signposting to other agencies, ensuring the needs of carers is raised strategically and facilitating ....more A user led organisation supporting carers across Worcestershire. Providing advice, information, signposting to other agencies, ensuring the needs of carers is raised strategically and facilitating peer support groups across the area.
National Lottery Community Fund - The Worcestershire Carer Premium
£117,938	12/12/2012 36	This is a development of a pilot project to deliver a programme of facilitated interactive group sessions to support 'hidden' family carers to improve their health and well-being and overcome ....more This is a development of a pilot project to deliver a programme of facilitated interactive group sessions to support 'hidden' family carers to improve their health and well-being and overcome economic, social and practical challenges. The project will identify and engage with hard to reach carers including those in rural areas of hardship, those facing urban economic hardship, and those from BME and other minority and diverse communities that traditionally access little or no support.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Age Range of Trustees: 37-79

BERENICE MAE LYDIA BROWN Appointed: 2023, Occupation: Head Of Transformation

COLIN PETER ARCHER Appointed: 2004, Occupation: Retired

CLARE PATRICIA TAYLOR Appointed: 2022, Occupation: Solicitor

DAVID MANN Appointed: 2017, Occupation: Retired Technical Director

DAVID SULLIVAN Appointed: 2021, Occupation: Semi-Retired

DIANA FULBROOK (Chair) Appointed: 2013, Occupation: Semi Retired Chief Exec

JEFFREY BALL Appointed: 2019, Occupation: Retired

MARY CHRISTINA HORNER Appointed: 2019, Occupation: Self Employed

MIRANDA JANE PEEL Appointed: 2022, Occupation: Self Employed, Other trusteeship: HODDESDON CHRISTADELPHIAN SERVICES,

Legal constitution

Charitable company registered in England & Wales on 06/10/1998, number: 1071850
Registered at Companies House on 23/12/1997, number: 03485330

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
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; AR10: 24 days late,

Main office

Polysec House
Blackpole Trading Estate West
Hindlip
Worcester
WR3 8TJ

Objectives

FOR THE PUBLIC BENEFIT, TO RELIEVE THE STRESSES EXPERIENCED BY CARERS AND PEOPLE WITH PHYSICAL, MENTAL OR SENSORY IMPAIRMENT WITHIN THE FAMILY OR HOME IN THE COUNTY OF WORCESTERSHIRE THROUGH THE PROVISION OF INFORMATION SERVICES, SUPPORT CENTRES AND THE PROMOTION OF THE NEEDS OF CARERS

Defined Area of Benefit:

WORCESTERSHIRE

Data Sources