Finance Score: 2

Governance Score: 3

Support Score: 8

Strong growth: +2
No PartB

Good trustee age range: +3
Dynamic board: +3
All female board: -3

Grant maker support: +8

Overall GiG Score: 13

CARER SUPPORT CARLISLE & EDEN LTD

The charity assists carers by providing information, support, practical help, advice, assessments, services and advocacy.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years
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:

One or more trustees receive payments or benefits from the charity for providing services to the charity
The Board is completely female

Financial issues to consider:

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

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		£493	£509	£-15	n/a	n/a	n/a	n/a	n/a	32
31/03/22		£322	£299	£23	n/a	n/a	n/a	n/a	n/a	18
31/03/21		£335	£265	£69	n/a	n/a	n/a	n/a	n/a	21
31/03/20		£247	£240	£8	n/a	n/a	n/a	n/a	n/a	18
31/03/19		£258	£242	£16	n/a	n/a	n/a	n/a	n/a	23
31/03/18		£284	£261	£24	£0	£0	£0	n/a	0	0
31/03/17		£280	£298	£-18	£0	£0	£0	n/a	0	0
31/03/16		£260	£246	£14	£0	£0	£0	n/a	0	0
31/03/15		£242	£260	£-18	£0	£0	£0	n/a	0	0
31/03/14		£234	£263	£-29	£0	£0	£0	n/a	0	0
31/03/13		£297	£228	£69	£0	£0	£0	n/a	0	0
31/03/12		£267	£198	£69	£0	£0	£0	n/a	0	0
31/03/11		£316	£197	£120	£0	£0	£0	n/a	0	0
31/03/10		£249	£235	£13	£0	£0	£0	n/a	0	0
31/03/09		£242	£216	£25	£0	£0	£0	n/a	0	0
31/03/08		£206	£204	£2	£0	£0	£0	n/a	0	0
31/03/07	*	£182	£187	£-5	£0	£0	£0	n/a	0	0
31/03/06	*	£196	£179	£17	£0	£0	£0	n/a	0	0
31/03/05	*	£139	£127	£12	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 20 years

www.carlisle-eden-carers.org.uk

enquiries@carlisle-eden-carers.org.uk

01768890280

Charity Commission for England and Wales

Tweets

Listed activities

The Advancement Of Health Or Saving Of Lives

GiG Classification

Services for the elderly

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Cumbria,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities

Who works here?

Unknown number of employees
32 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	£551,104
Cumbria Community Foundation	£43,062
Masonic Trust	£21,740
Community Foundation Tyne & Wear & Nthmbrlnd	£4,000

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - Supporting Carers through Discharge
£61,280	21/12/2022	This funding will be used to continue to support carers by giving advice and a suite of services ran and supported by volunteers including IT support a sitting service craft groups and lunch and ....more This funding will be used to continue to support carers by giving advice and a suite of services ran and supported by volunteers including IT support a sitting service craft groups and lunch and coffee hubs. The project aims to support carers with their own mental and physical wellbeing their separation between their work life and personal life and potential feelings of social isolation and loneliness.
National Lottery Community Fund - Young Carers Activities 2022-23
£10,000	10/06/2022	The funding will be used to host a range of trips and activities for your carers aged 5 plus living in the Eden District of Cumbria. The trips and activities would be delivered across the school ....more The funding will be used to host a range of trips and activities for your carers aged 5 plus living in the Eden District of Cumbria. The trips and activities would be delivered across the school holidays from July 2022 – June 2023. The project will provide a range of benefits to young people in a caring role including emotional support from peers the opportunity to meet new people try new things and provide vital respite support.
Cumbria Community Foundation - Improving Care and Discharge in North Cumbria
£40,778	25/11/2021	Improving Care and Discharge in North Cumbria
Masonic Trust - MCF Freemasons COVID-19 Community Fund
£21,740	08/03/2021	Grant to purchase mobile phones and laptops for staff, enabling them to continue to support unpaid carers of all ages in the Eden District, flexibly and remotely, complying with COVID-19 restrictions.
Cumbria Community Foundation - Men's Hub Activities
£600	20/01/2021	Men's Hub Activities
Community Foundation Tyne & Wear & Nthmbrlnd - the organisations charitable purposes
£4,000	27/11/2020	the organisations charitable purposes
Cumbria Community Foundation - Laptop and staff costs
£1,684	09/04/2020	Laptop and staff costs
National Lottery Community Fund - Supporting Young Carers in Eden
£7,311	11/02/2020 11	The funding will be used to take young carers on various aspirational trips during school holidays. The project aims to provide respite; providing an opportunity for young carers to experience new ....more The funding will be used to take young carers on various aspirational trips during school holidays. The project aims to provide respite; providing an opportunity for young carers to experience new opportunities with their peers.
National Lottery Community Fund - Supporting Carers in Cumbria
£472,513	17/12/2019 48	The funding will help support carers with their own mental and physical wellbeing, their separation between their work life and personal life, and potential feelings of social isolation and ....more The funding will help support carers with their own mental and physical wellbeing, their separation between their work life and personal life, and potential feelings of social isolation and loneliness.
Cumbria Community Foundation - Respite for Young Carers
£3,000	07/11/2018	Respite for Young Carers

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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: 43-71

BETH FURNEAUX Appointed: 2023

CLAIRE MAXWELL (Chair) Appointed: 2021, Occupation: Chartered Legal Executive

HAZEL WRIGHT Appointed: 2024, Occupation: Carer Peer Support Worker

RUTH MARY BRIDGES Appointed: 2023, Occupation: Counsellor

CAROLYN ANNE GREENHALGH Appointed: 2020, Occupation: Manager

LOUISE WATT Appointed: 2013, Occupation: Business Services Manager

Legal constitution

Charitable company registered in England & Wales on 26/01/2004, number: 1101719
Registered at Companies House on 13/10/2003, number: 04929903

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity 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
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; AR07: 12 days late, AR06: 0 days late, AR05: 11 days late,

Main office

Room 1-6
The Office
Mardale Road
Penrith
CA11 9EH

Objectives

A. THE RELIEF OF DISABLED, ELDERLY OR SICK PERSONS BY THE PROVISION OF INFORMATION AND SUPPORT TO THEIR CARERS; ANDB. TO GIVE PRACTICAL HELP, ADVICE, ASSISTANCE, SERVICES AND ADVOCACY TO THOSE PEOPLE CARING FOR OTHERS WHO ARE DEPENDENT DUE TO THE ABOVE.

Defined Area of Benefit:

NOT DEFINED. IN PRACTICE EDEN

Data Sources