Finance Score: -2

Governance Score: 6

Support Score: 5

Low unrestricted reserves: -2

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

Grant maker support: +5

Overall GiG Score: 9

YORK CARERS CENTRE

York Carers Centre provides support to unpaid carers of all ages in York. Services include : support for young carers (aged 5 to 18); support for young adult carers (18-25); support for adults; carers emergency card; benefits and community care advice; drop in sessions; help filling in forms; signposting/referrals to other agencies; emotional support; events/activities; training for professionals

Analysis by Giving is Great

Positives:

Spending has increased over the last 3 years relative to the previous period
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 gender

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return

Financial issues to consider:

Unrestricted reserves appear to be dangerously low at the latest year end

Established: 15 years

www.yorkcarerscentre.co.uk

enquiries@yorkcarerscentre.co.uk

01904715490

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		£689	£622	£67	£0	£265	£81	1.6	15	39
31/03/22		£634	£605	£29	£0	£198	£86	1.7	14	40
31/03/21		£522	£497	£25	£0	£169	£99	2.4	13	44
31/03/20		£489	£494	£-5	n/a	n/a	n/a	n/a	n/a	29
31/03/19		£470	£479	£-10	n/a	n/a	n/a	n/a	n/a	44
31/03/18		£474	£486	£-12	£0	£0	£0	n/a	0	0
31/03/17		£497	£461	£36	£0	£0	£0	n/a	0	0
31/03/16		£382	£435	£-53	£0	£0	£0	n/a	0	0
31/03/15		£413	£398	£15	£0	£0	£0	n/a	0	0
31/03/14		£429	£390	£39	£0	£0	£0	n/a	0	0
31/03/13		£426	£397	£29	£0	£0	£0	n/a	0	0
31/03/12		£369	£341	£28	£0	£0	£0	n/a	0	0
31/03/11	*	£344	£333	£10	£0	£0	£0	n/a	0	0
31/03/10		£240	£174	£66	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 5%
Liabilities/Income: 2%
Unrestricted Funds/Total Funds: 31%
Reserves/Spending: 1.6 months
Net Current Assets/Spending: 5 months
Quick Ratio: 21

Asset Split ?

Listed activities

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

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

City Of York,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities

Who works here?

15 employees
39 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	£256,033
DCMS	£18,506
Joseph Rowntree Housing Trust	£5,000

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - CBT support
£256,033	25/01/2021 35	The organisation aims to support unpaid carers across York through the provision of information advice and support from their office base advice line and outreach venues. Funding will enable the ....more The organisation aims to support unpaid carers across York through the provision of information advice and support from their office base advice line and outreach venues. Funding will enable the group to offer one-to-one sessions and peer support group for young carers.
DCMS - Coronavirus Community Support Fund
£18,506	15/09/2020	"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."
Joseph Rowntree Housing Trust - Focus: Valuing Unpaid Carers
£5,000	25/02/2020	To run a Mental Health Carers Support Group for carers who are new to caring for someone with mental ill health and/or carers for someone transitioning to adult services
BBC Children in Need - Grant to York Carers Centre
£24,660	15/03/2019 36	This project will deliver a six week activity programme over the summer holidays for young carers in York. Life skills, emotional resilience and physical health will improve as a result.
Joseph Rowntree Foundation - Funding towards staffing costs of a project worker who will support the Rethink York Carers Group
£4,836	16/05/2017	To fund a project worker to support Rethink York Carers Group
National Lottery Community Fund - Young Carers Eat Smart Project
£7,414	10/05/2017 12	The group will deliver a cookery programme for young carers which will focus on producing healthy and affordable meals. This will provide young carers with social opportunities and sustainable ....more The group will deliver a cookery programme for young carers which will focus on producing healthy and affordable meals. This will provide young carers with social opportunities and sustainable cooking skills to enable them to produce healthy, low cost meals for themselves and those they care for.
Lloyds Bank Foundation - Grant to York Carers Centre
£28,000	26/04/2013	A charity that supports people with family caring responsibilities in the York area. They will use a grant to fund a member of staff who supports young carers through 1 to 1 and group work.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Based on 7/8 persons

Age Range of Trustees: 43-76

CHRIS DURANT Appointed: 2016, Occupation: Retired

EDWARD IAN CHALMERS ROBSON Appointed: 2020, Occupation: Lecturer

ELIZABETH RYAN Appointed: 2022, Occupation: School Secretary/Administrator

HELEN WEATHERLY Appointed: 2017, Occupation: University Of York

JAMES PETER ROSS DEAN Appointed: 2009, Occupation: Accountant

LISA SHELBOURN Appointed: 2017, Occupation: Nhs

MAURICE WALTERS Appointed: 2022

ROSEMARIE JEANETTE TEMPLE (Chair) Appointed: 2009, Occupation: Baker, Other trusteeship: FRIENDS OF MAHER (UK),

Legal constitution

Charitable company registered in England & Wales on 21/01/2009, number: 1127644
Registered at Companies House on 28/11/2008, number: 06760783

Gift Aid

NOT 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

14 returns made; AR11: 1 days late,

Main office

17 PRIORY STREET
YORK
YO1 6ET

Objectives

THE OBJECTS OF THE CHARITY ARE, AT THE TRUSTEES' DISCRETION, TO RELIEVE IN AND AROUND THE CITY OF YORK, THE ELDERLY, THE SICK AND PEOPLE WITH DISABILITIES BY PROVIDING SUPPORT, ADVICE AND INFORMATION TO THOSE RESPONSIBLE FOR THEIR CARE.

Defined Area of Benefit:

LOCAL

Data Sources