Finance Score: 6

Governance Score: 9

Support Score: 6

Good reserves management: +3
Fundraising costs low: +3

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

Grant maker support: +6

Overall GiG Score: 21

WEST CUMBRIA CARERS

West Cumbria Carers provides support to unpaid carers, throughout the areas of Allerdale and Copeland who look after a family member, relative, friend or neighbour who could not manage without their help. This could be due to age, physical or mental illness, disability or addiction.

Analysis by Giving is Great

Positives:

Reserves management has been consistently within official guidelines
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 gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

Over half the Board have joined recently

Established: 17 years

www.westcumbriacarers.co.uk

general@carersupportwestcumbria.co.uk

01900821976

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	£798	£708	£90	£5	£615	£459	7.8	19	20
31/03/22	£655	£593	£61	£14	£525	£417	8.4	26	248
31/03/21	£672	£596	£77	£5	£464	£382	7.7	26	202
31/03/20	£620	£631	£-12	£7	£388	£348	6.6	20	97
31/03/19	£709	£645	£64	£9	£399	£338	6.3	28	121
31/03/18	£707	£732	£-25	£17	£335	£258	4.2	22	0
31/03/17	£605	£639	£-34	£15	£365	£240	4.5	21	0
31/03/16	£599	£596	£3	£6	£398	£235	4.7	16	0
31/03/15	£598	£516	£82	£14	£395	£218	5.1	16	0
31/03/14	£497	£465	£31	£0	£0	£0	n/a	0	0
31/03/13	£496	£454	£42	£0	£0	£0	n/a	0	0
31/03/12	£409	£351	£58	£0	£0	£0	n/a	0	0
31/03/11	£334	£340	£-6	£0	£0	£0	n/a	0	0
31/03/10	£335	£260	£75	£0	£0	£0	n/a	0	0
31/03/09	£255	£244	£11	£0	£0	£0	n/a	0	0
31/03/08	£254	£186	£68	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.6%
Fundraising Costs/Total Spending: 0.7%
Highest pay band: Less than £60,000
Liabilities/Assets: 15%
Liabilities/Income: 13%
Unrestricted Funds/Total Funds: 74%
Reserves/Spending: 7.8 months
Net Current Assets/Spending: 10 months
Quick Ratio: 6.7

Asset Split ?

What it does

General Charitable Purposes

Who works here?

19 employees
20 volunteers

Who it helps

Children/Young People
Other Defined Groups

How it operates

Other charitable activities
Provides advocacy/advice/information
Provides services

Where it operates

Cumbria,

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	£136,992
Garfield Weston Foundation	£45,000
Cumbria Community Foundation	£10,793
CAF	£8,500

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - Young Carers Art Project
£136,992	15/02/2023	This funding will support young carers aged 5-18 years whilst participating in art based activities to help with their mental health and wellbeing provide social interaction emotional resilience ....more This funding will support young carers aged 5-18 years whilst participating in art based activities to help with their mental health and wellbeing provide social interaction emotional resilience self-esteem relaxation and stress relief. The aim of the project is to support young carers in dealing with their caring role offer them a safe space to discuss their worries and concerns with a trusted adult use art techniques to improve self-esteem and emotional resilience improve family relationships and anything else that the young carers need support with during the sessions.
Co-Operative Group - Grant to West Cumbria Carers
£3,385	22/10/2022	We would like to provide counselling sessions to unpaid carers in West Cumbria.
Garfield Weston Foundation - Main Grants award - COVID19 response
£25,000	19/02/2021	Supporting carers beyond covid 19
CAF - Grant to West Cumbria Carers
£8,500	18/06/2020 3	Grant to West Cumbria Carers to support the organisation through COVID19
Cumbria Community Foundation - Laptops and mobile phones
£3,793	01/04/2020 11	Laptops and mobile phones
Cumbria Community Foundation - Staff wages for Young Carers Education Support
£7,000	20/06/2019	Staff wages for Young Carers Education Support
Garfield Weston Foundation - Main Grants award
£20,000	28/05/2019	Core Costs
Cumbria Community Foundation - Volunteer Workplace Champions and workplace offer
£10,000	21/09/2018	Volunteer Workplace Champions and workplace offer
Cumbria Community Foundation - Volunteer Workplace Champions and workplace offer
£10,000	21/09/2018	Volunteer Workplace Champions and workplace offer
BBC Children in Need - Grant to West Cumbria Carers
£101,136	11/10/2016 36	Art Project - 6 x 1 hour 1:1 art sessions for 165 young carers aged 5-15 to increase their self-esteem, increase their emotional resilience and help them to build links with the relevant services and ....more Art Project - 6 x 1 hour 1:1 art sessions for 165 young carers aged 5-15 to increase their self-esteem, increase their emotional resilience and help them to build links with the relevant services and communities that will help them in the future.
National Lottery Community Fund - Reaching Out to Carers
£468,683	23/09/2014 36	Not Available
Lloyds Bank Foundation - Grant to West Cumbria Carers
£22,050	28/02/2014	art project that provides a safe, creative and positive environment in which Young Carers can discuss issues that are related to their caring role and its impact on their school life.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

Age Range of Trustees: 44-65

ANNE ELIZABETH MEEGHAN Appointed: 2022, Occupation: Retired

JUDITH HELEN POMFRET Appointed: 2023, Occupation: Business Executive

LINDA HEWITT Appointed: 2020, Occupation: Retired

MARTIN WALKINGSHAW Appointed: 2023, Occupation: Chief Operating Officer

STEPHEN ROBERT SCOTT Appointed: 2020, Occupation: Collaborative Working Programme Lead

Legal constitution

Charitable company registered in England & Wales on 24/05/2007, number: 1119369
Registered at Companies House on 21/02/2007, number: 06123034

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
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

16 returns made; all on time

Main office

Unit 7f
Lakeland Business Park
Lamplugh Road
Cockermouth
CA13 0QT

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:

CUMBRIA

Data Sources