Finance Score: -1

Governance Score: 9

Support Score: 7

Low unrestricted reserves: -2
Multiple Deficits: -2
Fundraising costs low: +3

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

Grant maker support: +7

Overall GiG Score: 15

CARITAS CARE LIMITED

Services for children: adoption, foster care, day care, and volunteer support work. Services for adults with learning disabilities: day projects, supported living and residential care, training and advocacy, and employment opportunities. Community projects for young people, elderly people and homeless people in various projects throughout the North West.

Analysis by Giving is Great

Positives:

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:

One or more trustees receive payments or benefits from the charity for providing services to the charity

Financial issues to consider:

Unrestricted reserves appear to be dangerously low at the latest year end
On several occasions in recent years income has been less than spending

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		£7,465	£7,590	£-125	£2	£1,636	£1,606	2.5	146	30
31/03/22		£7,391	£7,172	£219	£1	£1,760	£1,722	2.9	147	30
31/03/21		£7,326	£6,744	£582	£1	£1,541	£1,467	2.6	163	50
31/03/20	*	£7,591	£7,730	£-139	£2	£958	£893	1.4	163	50
31/03/19		£7,883	£7,944	£-61	£1	£1,104	£1,043	1.6	170	64
31/03/18		£7,134	£7,456	£-322	£5	£1,161	£1,082	1.7	169	0
31/03/17		£7,449	£7,515	£-66	£38	£1,483	£1,397	2.2	189	0
31/03/16		£7,119	£7,548	£-429	£1	£1,458	£1,311	2.1	180	0
31/03/15		£6,175	£6,183	£-8	£286	£1,983	£1,835	3.6	158	0
31/03/14		£4,989	£4,982	£7	£277	£1,955	£1,890	4.6	133	0
31/03/13		£4,711	£4,709	£2	£245	£1,930	£1,903	4.8	117	0
31/03/12		£4,989	£4,908	£81	£264	£1,875	£1,803	4.4	120	0
31/03/11		£4,739	£4,454	£285	£255	£1,795	£1,730	4.7	122	0
31/03/10		£4,497	£4,413	£84	£209	£942	£892	2.4	113	0
31/03/09		£4,105	£4,044	£61	£186	£831	£769	2.3	104	0
31/03/08		£3,902	£3,822	£80	£159	£790	£633	2	103	0
31/03/07		£4,276	£4,364	£-88	£178	£721	£555	1.5	113	0
31/03/06	*	£3,425	£3,446	£-21	£0	£0	£0	n/a	0	0
31/03/05	*	£2,891	£2,970	£-79	£0	£0	£0	n/a	0	0
31/03/04	*	£2,346	£2,325	£21	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 3%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 32%
Liabilities/Income: 10%
Unrestricted Funds/Total Funds: 98%
Reserves/Spending: 2.5 months
Net Current Assets/Spending: 2 months
Quick Ratio: 1.3

Asset Split ?

Established: 42 years

www.caritascare.org.uk

info@caritascare.org.uk

01772 732313

Charity Commission for England and Wales

Tweets

Listed activities

Accommodation/Housing
Disability
Economic/Community Development/Employment
Education/Training
General Charitable Purposes
The Prevention Or Relief Of Poverty

GiG Classification

Services for young people

How it operates

Provides advocacy/advice/information
Provides human resources
Provides services

Where it operates

Throughout England,

Who it helps

Children/Young People
Elderly/Old People
Other Defined Groups
People With Disabilities

Who works here?

146 employees
30 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

Home Office	£769,408
National Lottery Community Fund	£592,210
Department for Education	£423,083

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - Plungington Plus!
£125,571	24/01/2023	The funding will be used to further develop their Plungington Community Centre in Preston which will allow local people more access to community activities improving their wellbeing and general ....more The funding will be used to further develop their Plungington Community Centre in Preston which will allow local people more access to community activities improving their wellbeing and general health. It will be used to extend the working hours of two Community Workers and the Community Manager who will spend time consulting with local agencies and key stakeholders and local people to research and develop plan provision grow capacity and then take the time to ensure those services are sustainable at the end of the funding period.
Home Office - Resettlement Programme - Post Arrival Support
£384,704	19/04/2021	The UK Resettlement Scheme (UKRS) started in March 2021 and reaffirms the UKs ongoing commitment to refugee resettlement. Resettlement relies on collaborative working with local authorities to ....more The UK Resettlement Scheme (UKRS) started in March 2021 and reaffirms the UKs ongoing commitment to refugee resettlement. Resettlement relies on collaborative working with local authorities to deliver practical support to refugees on arrival and then support them in their integration into the community over a 5-year resettlement period. The specific outcomes for this work are outlined in the Funding Instruction and summarised below. The funding provided is intended to serve as a contribution to the costs associated with resettlement. Evaluation of the value for money of the funding has been carried out throughout the year through a mixture of data monitoring, qualitative research and an internal evaluation programme. The detail of the Funding Instruction has recently been reviewed by business leads to confirm it meets the needs of the programme for 2021/22 and represents value for money.
Home Office - Resettlement Programme - Post Arrival Support
£384,704	19/04/2021	The UK Resettlement Scheme (UKRS) started in March 2021 and reaffirms the UKs ongoing commitment to refugee resettlement. Resettlement relies on collaborative working with local authorities to ....more The UK Resettlement Scheme (UKRS) started in March 2021 and reaffirms the UKs ongoing commitment to refugee resettlement. Resettlement relies on collaborative working with local authorities to deliver practical support to refugees on arrival and then support them in their integration into the community over a 5-year resettlement period. The specific outcomes for this work are outlined in the Funding Instruction and summarised below. The funding provided is intended to serve as a contribution to the costs associated with resettlement. Evaluation of the value for money of the funding has been carried out throughout the year through a mixture of data monitoring, qualitative research and an internal evaluation programme. The detail of the Funding Instruction has recently been reviewed by business leads to confirm it meets the needs of the programme for 2021/22 and represents value for money.
Department for Education - Voluntary Adoption Agency (VAA) grant
£423,083	01/04/2020	To support frontline charities to continue to deliver existing services to children and families - in particular for VAAs to continue to support prospective adopters in stages 1 and 2 of the adopter ....more To support frontline charities to continue to deliver existing services to children and families - in particular for VAAs to continue to support prospective adopters in stages 1 and 2 of the adopter approval process and to continue the provision of support, both peer group and specialist support, to children and their families. The funding enabled VAAs to remain operational and continue service provision during the pandemic rather than close or furlough frontline staff.
National Lottery Community Fund - The ACE Project
£466,639	20/03/2020 35	The project supports ex offenders resettle into the community after being released from prison. Funding for the group will go towards workshops, peer support groups, access to sustainable ....more The project supports ex offenders resettle into the community after being released from prison. Funding for the group will go towards workshops, peer support groups, access to sustainable accommodation and a range of activities designed to assist service users.
National Lottery Community Fund - The ACE Project (Assisted Community Engagement)
£491,431	05/04/2017 36	The Assisted Community Engagement (ACE) project based in Preston, aims to reduce re-offending and resettle ex-offenders into the community through peer-led support. It will support people in ....more The Assisted Community Engagement (ACE) project based in Preston, aims to reduce re-offending and resettle ex-offenders into the community through peer-led support. It will support people in Lancashire, Blackpool and Blackburn to find stable accommodation, overcome substance abuse and mental ill health, develop a trusting relationship with staff and peer mentors, to ultimately become more settled in their communities.
National Lottery Community Fund - Assisted Community Engagement (ACE)
£481,104	18/02/2014 36	This is a continuation of the ACE project which aims to reduce re-offending and crime, improve public confidence in the criminal justice system, tackle the social exclusion of offenders and make ....more This is a continuation of the ACE project which aims to reduce re-offending and crime, improve public confidence in the criminal justice system, tackle the social exclusion of offenders and make communities safer.
Henry Smith Charity - Grant to Caritas Care
£90,000	05/12/2013 36	towards three years' salary of a Project Worker and a contribution to the running costs of the ACE Project, supporting prisoners and ex-offenders from Lancashire pre and post release
National Lottery Community Fund - Bridging the Gap
£490,247	17/04/2013 36	The aim of this existing project is to continue and expand services to people with hearing loss in Lancashire and Cumbria. Caritas Care Limited will continue to provide practical advice and support ....more The aim of this existing project is to continue and expand services to people with hearing loss in Lancashire and Cumbria. Caritas Care Limited will continue to provide practical advice and support around hearing aid use and equipment through drop-in centres, one off events, home visits and demonstrations of equipment thereby reducing the social isolation, improving the wellbeing, self-confidence and self-esteem of older people, supporting them to remain independent and communicate better.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Age Range of Trustees: 38-74

ADAM JAMES ROBERTS Appointed: 2023, Occupation: Head Of Portfolio Office

ANDREW JOHN BENNETT Appointed: 2023, Occupation: Retired

ANGELA MICHELE BOWMAN Appointed: 2020, Occupation: Civil Servant

JOANNE ELIZABETH HIGHAM Appointed: 2023, Occupation: Solicitor

MICHAEL JOSEPH FETHERSTONE Appointed: 2022, Occupation: Solicitor

STUART DAVID LEE Appointed: 2022, Occupation: Business Development Manager

TRACY LOUISE WOODS Appointed: 2020, Occupation: Ccab Qualified Accountant

ANNE-MARIE MORGAN Appointed: 2016, Occupation: Retired

CATHERINE EMMA PARKINSON Appointed: 2016, Occupation: Hr Manager

MARY FRANCES LEAVY, Occupation: Chartered Clinical Psychologis, Other trusteeship: THE SOCIETY OF THE WOMEN OF NAZARETH (KNOWN AS THE LADIES OF THE GRAIL),

Legal constitution

Charitable company registered in England & Wales on 08/02/1982, number: 326021
Registered at Companies House on 09/11/1981, number: 01596400

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Care Quality Commission
Ofsted (Office For Standards In Education)

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
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

20 returns made; AR20: 2 days late, AR06: 2 days late, AR05: 15 days late, AR04: 1 days late,

Main office

218 Tulketh Road
Ashton on Ribble
Preston
Lancashire
PR2 1ES

Objectives

TO FURTHER THE GENERAL CHARITABLE WORKS OF THE ROMAN CATHOLIC CHURCH BOTH IN THE DIOCESE OF LANCASTER AND ELSEWHERE IN THE UNITED KINGDOM, IN PARTICULAR BUT NOT EXCLUSIVELY, BY PROVIDING SERVICES AND FACILITIES FOR THE RELIEF OF POVERTY AND SUFFERING, THE ADVANCEMENT OF EDUCATION, THE PROMOTION OF SOCIAL JUSTICE AND OTHER CHARITABLE ACTS WHICH PROMOTE THE DEVELOPMENT OF INDIVIDUALS AND COMMUNITIES.

Defined Area of Benefit:

ROMAN CATHOLIC DIOCESE OF LANCASTER AND ELSEWHERE.

Data Sources