Finance Score: 3

Governance Score: 9

Support Score: 1

Fundraising costs low: +3

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

Grant maker support: +1

Overall GiG Score: 13

ACTION FOR CARERS (OXFORDSHIRE) LTD

THE PROVISION OF INFORMATION, SUPPORT AND TRAINING SERVICES FOR ADULT CARERS. WORKING WITH THOSE CARERS, GIVING THEM AN EFFECTIVE VOICE IN THE COUNTY OF OXFORDSHIRE.

Analysis by Giving is Great

Positives:

There have been no 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

Established: 11 years

www.carersoxfordshire.org.uk

carersinfo@carersoxfordshire.org.uk

03454501276

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		£1,031	£987	£44	£25	£539	£539	6.6	23	25
31/03/22		£870	£815	£55	£25	£514	£514	7.6	21	21
31/03/21		£786	£752	£33	£24	£438	£438	7	18	18
31/03/20		£888	£865	£23	£25	£405	£0	n/a	20	16
31/03/19		£896	£826	£70	£19	£384	£384	5.6	19	60
31/03/18		£767	£740	£27	£18	£314	£314	5.1	13	0
31/03/17		£735	£672	£63	£16	£287	£287	5.1	13	0
31/03/16		£574	£528	£47	£9	£224	£224	5.1	15	0
31/03/15		£506	£448	£57	£11	£178	£178	4.8	11	0
31/03/14		£506	£439	£67	£13	£120	£120	3.3	12	0
31/03/13	*	£154	£98	£55	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 2.4%
Fundraising Costs/Total Spending: 2.5%
Highest pay band: Less than £60,000
Liabilities/Assets: 16%
Liabilities/Income: 10%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 6.6 months
Net Current Assets/Spending: 3 months
Quick Ratio: 2.9

Asset Split ?

Listed activities

Disability
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

How it operates

Acts as an umbrella or resource body
Provides advocacy/advice/information
Provides services
Sponsors or undertakes research

Where it operates

Oxfordshire,

Who it helps

Elderly/Old People
Other Defined Groups
People With Disabilities
The General Public/Mankind

Who works here?

23 employees
25 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.

Specific Donations

Amount	When Months	To be used for
Oxfordshire Community Foundation - Action for Carers Oxfordshire
£3,250	17/10/2017 23	Support work with unpaid across the whole of Oxfordshire
National Lottery Community Fund - Action for Carers Oxfordshire
£407,677	22/02/2017 36	This project aims to enhance outreach support to carers within their own local communities and across the entire life course of caring. The project has been designed by carers and former carers and ....more This project aims to enhance outreach support to carers within their own local communities and across the entire life course of caring. The project has been designed by carers and former carers and will focus on four areas of need spanning different stages in their caring journey. It will support carers who are often lonely and isolated and cut off from society due to their caring responsibilities which, without appropriate intervention, can impact on their own social, physical and mental well-being.
Oxfordshire Community Foundation - Carers Oxfordshire
£27,272	14/09/2016	Carers Oxfordshire

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Age Range of Trustees: 37-81

ANDREW LANE (Chair) Appointed: 2023, Occupation: Pharmaceuticals

JODIE BUCKINGHAM Appointed: 2022, Occupation: Nhs

RUTH GRAHAM Appointed: 2022, Occupation: Volunteer

SALLY FOULSHAM Appointed: 2021, Occupation: Volunteer

DR JUDITH WARDLE Appointed: 2012, Occupation: Retired

WILLIAM NORTON Appointed: 2017, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 01/11/2012, number: 1149577
Registered at Companies House on 29/06/2012, number: 08125002

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

11 returns made; AR13: 1 days late,

Main office

Age UK Oxfordshire
9 Napier Court
Barton Lane
ABINGDON
OX14 3YT

Objectives

TO PROMOTE THE RELIEF OF CARERS IN ANY MANNER WHICH NOW OR HEREAFTER MAY BE DEEMED BY LAW TO BE CHARITABLE IN AND AROUND OXFORDSHIRE (HEREINAFTER CALLED THE AREA OF BENEFIT)THE CHARITY SHALL HAVE THE FOLLOWING POWERS EXERCISABLE IN FURTHERANCE OF ITS SAID OBJECT BUT NOT FURTHER OR OTHERWISE, NAMELY;(1) TO PROVIDE AND ASSIST IN THE PROVISION OF INFORMATION, ADVICE AND OFFER OTHER ASSISTANCE TO CARERS.(2) TO ENCOURAGE AND PROVIDE SERVICES FOR THOSE REQUIRING CARE WHICH TAKE ACCOUNT OF THE NEEDS OF CARERS AND IF THOUGHT FIT TO MAKE REASONABLE CHARGES FOR ANY SERVICES PROVIDED HEREUNDER.(3) TO RAISE PUBLIC AWARENESS, PRINCIPALLY IN THE COUNTY OF OXFORDSHIRE.(4) TO COMMUNICATE BETWEEN CARERS, POLICY MAKERS AND OTHER SERVICES SUPPORTING CARERS, ENABLING CARERS TO HAVE AN EFFECTIVE VOICE AND AN INFORMED REPRESENTATION IN POLICY MAKING AND SERVICE DEVELOPMENT.(5) TO ENCOURAGE THE EXCHANGE BY CARERS, POLICY MAKERS AND OTHER SERVICES OF USEFUL INFORMATION AND BEST PRACTICE IN CARERS' ISSUES AND PROMOTE AND ENCOURAGE CARERS' GROUPS AND SUPPORT SCHEMES PRINCIPALLY IN OXFORDSHIRE.(6) TO PURSUE ANY OTHER CHARITABLE PURPOSE.

Defined Area of Benefit:

OXFORDSHIRE

Data Sources