Finance Score: 2

Governance Score: 9

Support Score: 11

Volatile income: -3
Future income +5
No PartB

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

Large volunteers +3
Grant maker support: +8

Overall GiG Score: 22

UNITE - CARERS IN MID DEVON

To promote any charitable purpose for the benefit of unpaid carers who look after someone who depends on them, in the Mid Devon area, by the advancement of education, the protection of health and the relief of poverty, sickness and distress.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
The charity has received backing from multiple prominent grant makers recently and there are significant future grants due to be received
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

Over half the Board have joined recently

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income has been volatile recently

Established: 21 years

www.unite-carersinmiddevon.org.uk

info@unitemd.org.uk

01884257511

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	£76	£78	£-2	n/a	n/a	n/a	n/a	n/a	56
31/03/22	£65	£82	£-17	n/a	n/a	n/a	n/a	n/a	45
31/03/21	£98	£87	£11	n/a	n/a	n/a	n/a	n/a	60
31/03/20	£108	£95	£12	n/a	n/a	n/a	n/a	n/a	75
31/03/19	£86	£90	£-4	n/a	n/a	n/a	n/a	n/a	70
31/03/18	£61	£81	£-19	£0	£0	£0	n/a	0	0
31/03/17	£98	£76	£23	£0	£0	£0	n/a	0	0
31/03/16	£85	£109	£-24	£0	£0	£0	n/a	0	0
31/03/15	£120	£132	£-12	£0	£0	£0	n/a	0	0
31/03/14	£156	£155	£1	£0	£0	£0	n/a	0	0
31/03/13	£142	£144	£-2	£0	£0	£0	n/a	0	0
31/03/12	£119	£118	£1	£0	£0	£0	n/a	0	0
31/03/11	£148	£107	£41	£0	£0	£0	n/a	0	0
31/03/10	£109	£106	£3	£0	£0	£0	n/a	0	0
31/03/09	£110	£127	£-17	£0	£0	£0	n/a	0	0
31/03/08	£105	£112	£-6	£0	£0	£0	n/a	0	0
31/03/07	£141	£107	£34	£0	£0	£0	n/a	0	0
31/03/06	£77	£63	£14	£0	£0	£0	n/a	0	0
31/03/05	£30	£30	£0	£0	£0	£0	n/a	0	0
31/03/04	£41	£12	£29	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Listed activities

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

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Devon,

Who it helps

Children/Young People
Elderly/Old People
Other Defined Groups

Who works here?

Unknown number of employees
56 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

The Foyle Foundation	£13,500
Masonic Trust	£12,966
Garfield Weston Foundation	£12,500
Devon Community Foundation	£12,250
National Lottery Community Fund	£9,974
Charles Hayward Foundation	£5,000
Co-Operative Group	£2,013
Sir Jules Thorn Charitable Trust	£1,500

Specific Donations

Amount	When Months	To be used for
Co-Operative Group - Grant to Unite Carers in Mid Devon
£2,013	21/10/2023	Funding will be used to hire venues for our support groups and provide refreshments and activities for carers supported by volunteers, and to produce leaflets to promote the project within Mid Devon.
Masonic Trust - MCF Small Grant
£12,966	27/07/2023	Unrestricted core funding for small charities
The Foyle Foundation - Small Grants
£7,500	28/04/2023	towards ongoing costs over the next 12 months (awarded grant in response to coronavirus)
Devon Community Foundation - Grant to Unite - Carers In Mid Devon
£3,000	14/09/2022	Face to face befriending for carers, looking after others, specifically in rural locations.
National Lottery Community Fund - Safe Stop Social Sitting Group
£9,974	01/07/2022	This project will support unpaid carers to support loved ones by having a period of respite that will allow them a break and give the cared for a change of scenery.
Garfield Weston Foundation - Main Grants award
£7,500	03/06/2022	Volunteer Support for Adult Carers
Sir Jules Thorn Charitable Trust - Unite Carers in Mid Devon - 09/02/22
£1,500	22/02/2022	Core Funding
Charles Hayward Foundation - Grant to Unite Carers in Mid Devon
£5,000	21/12/2021	Volunteer support for older carers
Garfield Weston Foundation - Main Grants award
£5,000	01/05/2020	Volunteer Support for Adult Carers
The Foyle Foundation - Small Grants
£6,000	28/11/2019	towards core costs in 2020/21 for this charity which supports carers
Devon Community Foundation - Kids Who Care Project and Volunteer Support for Adult Carers Project
£5,000	13/11/2019 11	contributing to core costs to enable the continued support of adult and young carers in mid-Devon
Devon Community Foundation - Kids Who Care
£4,250	18/06/2019 11	contributing towards activities for Young Carers in mid Devon, providing opportunities for access to activities that promote a healthy lifestyle, develop existing and encourage new skills, build ....more contributing towards activities for Young Carers in mid Devon, providing opportunities for access to activities that promote a healthy lifestyle, develop existing and encourage new skills, build confidence and self-esteem and offer social interaction and peer support, helping young carers to support their own general health and wellbeing
Devon Community Foundation - Grant to Unite - Carers In Mid Devon
£3,354	09/07/2018 11	supporting carers in mid Devon by covering the cost of the BT lease-line, ensuring that carers have access to advice and support, available through telephone and email communications
Masonic Trust - Core funding
£3,000	07/03/2018	Support, advice and information and social activities for carers, including young carers and young adult carers.

Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Based on 5/6 persons

Age Range of Trustees: 30-83

BERNICE PHILBRICK (Chair) Appointed: 2022, Occupation: Retired

JACK BUKIN Appointed: 2022, Occupation: Digital Skills Trainer

PATRICIA EARDLEY Appointed: 2017, Occupation: Retired

PAUL FITZMAURICE Appointed: 2022, Occupation: Retired

TINA WEBBER Appointed: 2022, Occupation: Retired

STEPHANIE HART Appointed: 2023, Occupation: Ceo

Legal constitution

Charitable company registered in England & Wales on 29/08/2003, number: 1099188
Registered at Companies House on 28/05/2003, number: 04779388

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

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
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; all on time

Main office

UNITE
2 BRIDGE STREET
TIVERTON
EX16 5LY

Objectives

TO PROMOTE ANY CHARITABLE PURPOSE FOR THE BENEFIT OF UNPAID CARERS WHO LOOK AFTER SOMEONE WHO DEPENDS ON THEM, IN THE MID DEVON SOCIAL SERVICES AREA, BY THE ADVANCEMENT OF EDUCATION, THE PROTECTION OF HEALTH AND THE RELIEF OF POVERTY, SICKNESS AND DISTRESS.

Defined Area of Benefit:

MID DEVON SOCIAL SERVICES AREA

Data Sources