Finance Score: 8
Governance Score: 9
Support Score: 14
  • Good reserves management: +3
  • Strong growth: +2
  • Fundraising costs low: +3
  • Good trustee age range: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • Overall weighted support: +14
Overall GiG Score: 31 ?

CARERS TRUST

Carers Trust works to improve support, services and recognition for anyone living with the challenges of caring, unpaid, for a family member or friend who is ill, frail, disabled or has mental health or addiction problems. With our Network Partners, we aim to ensure that information, advice and practical support are available to all carers across the UK.
Analysis by Giving is Great

Positives:

  • Reserves management has been consistently within official guidelines
  • There has been strong growth in spending over the last 5 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

Regulatory & Governance issues to consider:

  • Over half the Board have joined recently

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k
Spending
£k
Surplus/
Deficit £k
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
31/03/24£11,045£10,970£76£982£5,097£3,2553.66765
31/03/23£8,800£9,252£-452£1,279£4,998£3,0654720
31/03/22£9,283£8,423£860£1,004£5,516£3,3464.85742
31/03/21£9,918£9,559£359£1,008£4,693£2,9083.7620
31/03/20?£6,003£5,755£248£1,121£4,333£2,6625.66210
31/03/18£5,558£5,215£343£1,311£2,695£1,4283.3600
31/03/17£5,444£7,929£-2,486£1,728£2,353£5320.8920
31/03/16*£7,877£8,946£-1,069£1,744£4,838£1,3751.8920
31/03/15£5,964£9,096£-3,132£1,996£5,964£1,4721.9910
31/03/14£11,369£8,599£2,770£1,853£8,423£1,6442.3870
31/03/13£8,828£8,438£390£1,993£5,615£1,9152.7780

Financial Ratios
Fundraising Costs/Relevant Income: 9%
Fundraising Costs/Total Spending: 9%
Senior Staff Costs/Total Spending: 7%
Highest pay band: £100,000-£110,000
Liabilities/Assets: 13%
Liabilities/Income: 7%
Unrestricted Funds/Total Funds: 64%
Reserves/Spending: 3.6 months
Net Current Assets/Spending: 4 months
Quick Ratio: 5.8
Asset Split ?
Balance Sheet History
Established: 13 years

www.carers.org

info@carers.org

03007729600

Charity Commission for England and WalesCompanies HouseFacebookInstagramX
UN SDGs
?
Listed activities
  • General Charitable Purposes
GiG Classification
  • Care for carers
How it operates
  • Acts as an umbrella or resource body
  • Makes grants to individuals
  • Makes grants to organisations
  • Provides advocacy/advice/information
  • Sponsors or undertakes research
Where it operates
  • Northern Ireland, Scotland, Throughout England And Wales,
Who it helps
  • Children/Young People
  • Elderly/Old People
  • Other Charities Or Voluntary Bodies
  • People With Disabilities
  • The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years
Pears Foundation£2,620,000
Postcode Care Trust£1,700,000
City Bridge Trust£632,200
DCMS£500,000
Dulverton Trust£135,000
Specific Donations
Amount When
Months
To be used for
City Bridge Trust - Grant to Carers Trust
£441,000 20/03/2024
60
£441,000 over five years (£87,560; £88,000; £89,700; £91,960; £83,780 etc) for the London Network Capacity Building Project Manager (f/t) and associated project running costs and management costs.
Lloyds Bank Foundation - Grant to Carers Trust
£83,389 19/10/2023
24
Grant over 3 years to support influencing change at the national level
Postcode Care Trust - Regular Grant 2023
£900,000 16/02/2023
Regular unrestricted award
Dulverton Trust - The Carers Fund
£30,000 08/02/2023
The Carers Fund
Pears Foundation - Core Funding
£220,000 25/10/2022
24
Core Funding
Pears Foundation - Direct grants fund for carers
£500,000 25/10/2022
12
Direct grants fund for carers
Dulverton Trust - Time for Me grants
£105,000 08/06/2022
Time for Me grants
Pears Foundation - Grant to Carers Trust
£350,000 04/03/2022
Direct grants for Carers
Postcode Care Trust - Regular Grant 2022
£800,000 01/02/2022
Regular unrestricted award
City Bridge Trust - Eco audit to Carers Trust
£2,200 10/09/2021
£2,200 (5.5 days) to provide an eco-audit
Pears Foundation - Grant to Carers Trust
£200,000 26/03/2021
Core Funding
Pears Foundation - Grant to Carers Trust
£350,000 26/03/2021
Direct grants for Carers
Pears Foundation - Grant to Carers Trust
£1,000,000 29/10/2020
17
DCMS Community Match Challenge grant
DCMS - Loneliness Covid-19 Fund - Carers Trust
£500,000 09/07/2020
The Carers Trust will receive œ500,000 to make onward grants to local charities in their network.
City Bridge Trust - Grant to Carers Trust
£189,000 08/07/2020
36
£189,000 over three years (£65,000; £63,000; £61,000) for the London Network Capacity Building Project Manager (f/t) and associated project running costs and management costs.
Department of Health - Health and Wellbeing Alliance T1- Carers Partnership
£64,630 01/04/2019
The Health & Wellbeing Alliance consists of 21 organisations from the Voluntary Community and Social Enterprise (VCSE) sector. These organisations engage in intensive co-production with system partners on emerging policy priorities, as well as ....more
Pears Foundation - Grant to Carers Trust
£600,000 29/03/2019
24
Direct grants for Carers
Dulverton Trust - Strategic work with Network Partners
£105,000 13/02/2019
Strategic work with Network Partners
Pears Foundation - Grant to Carers Trust
£400,000 06/02/2019
24
Small grants programme, policy and core funding
National Lottery Community Fund - Active Young Carers
£10,000 12/06/2018
12
Project Summary :_x000D_ Carers Trust will use the grant to run a programme to improve mental health and wellbeing of young carers in Carmarthenshire which will include a one day sporting event. The group will also find out from their members how to ....more
Pears Foundation - Grant to Carers Trust
£400,000 27/03/2017
24
Small grants programme, policy and network support
National Lottery Community Fund - Lon/1/7 - Working for Carers
£600,000 04/07/2016
36
This project aims to provide a comprehensive package of support for unemployed and economically inactive carers within North East and North West London, whose caring role restricts their ability to work, having an inevitable impact on their income ....more
National Lottery Community Fund - Lon/1/8 - Working for Carers
£413,680 04/07/2016
36
The project will be led by Carers Trust (CT) and delivered in partnership with 13 local carers' organisations (called Network Partners) located across South and Central London. It will deliver a comprehensive package to support carers, increasing ....more
Comic Relief - Raising the Voice of Carers
£134,275 16/03/2016
36
There are over 5.4million carers in England (10% of the population). 3 in 5 of us will become a carer at some point in our lives. Research shows that nearly 8 out of 10 carers suffer with loneliness and isolation, with half reporting feelings of ....more
National Lottery Community Fund - Lon/1/8 Working for Carers - South and Central London
£48,170 06/11/2015
12
This grant will be used to develop plans for a project in South and Central London to support unemployed carers and those whose caring responsibilities have recently ended to move towards gaining and sustaining employment. The development funding ....more
National Lottery Community Fund - Lon/1/7 Working for Carers - North, East and West London
£48,170 06/11/2015
12
This grant will be used to develop plans for a project in North, East and West London to support unemployed carers and those whose caring responsibilities have recently ended to move towards gaining and sustaining employment. The development funding ....more
Pears Foundation - Grant to Carers Trust
£400,000 01/04/2015
24
Policy, Advance mentoring and Small Grants
Comic Relief - Raising awareness of the Carers Trust's work
£10,962 18/03/2015
6
The Carers Trust is the UK’s leading carers’ charity, supporting over 450,000 carers, including 30,300 young carers across the UK via a network of 181 local carers’ organisations. Carers Trust works with young carers’ services to provide ....more
Esmee Fairbairn - Grant to Carers Trust
£255,000 11/12/2014
Towards the ADVANCE mentoring programme which provides tailored support to local carers' organisations thereby enabling them to be more effective and sustainable.
Triangle Trust 1949 Fund - Carers Trust - 1
£120,000 20/03/2014
Core cost funding to support the roll out and implementation of the Carers Star including the development and delivery of an online training package.
Dulverton Trust - development of services for older carers
£75,000 23/10/2013
development of services for older carers
National Lottery Community Fund - Mind the Gap
£498,317 15/10/2012
36
The grant will be used to help vulnerable older carers in Northern Ireland, helping to manage their caring commitments. Courses & workshops will be offered to teach carers about medications, supporting the person they are caring for & ....more
Esmee Fairbairn - Grant to Carers Trust
£70,000 15/09/2009
36
Towards Core costs Towards a programme aimed at increasing the availability and quality of support to carers of people with mental health problems.
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)
Current Trustees appointed
Gender Split

Age Range of Trustees: 43-65
  • ANEEL KUMAR PATTNI Appointed: 2024, Occupation: Chartered Accountant
  • DANIEL CORRY RICHARD Appointed: 2024, Occupation: Chief Executive
  • JENNIFER TWIST Appointed: 2022
  • JOANNA LOUISE DODD Appointed: 2019, Occupation: Company Director
  • LEROY BUNBURY Appointed: 2021, Occupation: Barrister
  • LINDA MAIN Appointed: 2018, Occupation: Partner, Transaction Services Kpmg
  • MARK LLEWELLYN Appointed: 2023, Occupation: University Researcher
  • PHILIP WORMS Appointed: 2020, Occupation: Ceo, Frog Systems
  • WILLIAM RHYS MOORE Appointed: 2022, Occupation: Executive Director
Legal constitution
  • Charitable company registered in England & Wales on 21/12/2011, number: 1145181
  • Registered at Companies House on 07/07/2011, number: 07697170
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
  • Engaging external speakers at charity events policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • 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
11 returns made; AR16: 3 days late,
Main office

Carers Trust
10 Regent Place
RUGBY
Warwickshire
CV21 2PN

Objectives

A) THE RELIEF OF THOSE IN NEED BY REASONS OF AGE, ILL HEALTH, DISABILITY, FINANCIAL HARDSHIP OR OTHER DISADVANTAGE THROUGH THE PROVISION OF COMPREHENSIVE SUPPORT SERVICES FOR CARERS THROUGHOUT THE UNITED KINGDOM, THE CHANNEL ISLANDS AND THE ISLE OF MAN.B) THE ASSISTANCE OF CARERS IN NEED INCLUDING BY RAISING AWARENESS OF ISSUES AFFECTING CARERSC) THE PROMOTION OF THE EFFICIENCY AND EFFECTIVENESS OF CHARITIES WHICH OPERATE FOR THE CARE AND SUPPORT OF CARERS

Data Sources

Charity Commission for England and Wales
360 Giving

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