CARERS TRUST BUCKS AND MILTON KEYNES

Charity number: 1106745
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Supports carers throughout Buckinghamshire through support groups, telephone advice, information and training and disbursement of bursary grants. The Charity also runs specialist support groups for parent carers, young carers, male carers and mental health. There is a young carers support team.

Income and expenditure

Data for financial year ending 31 March 2024

Total income:
£1,001,221

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Donations and legacies £50.30k
Charitable activities £950.92k
Other trading activities £0
Investments £0
Other £0

Total expenditure:
£958,682

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Raising funds £0
Charitable activities £958.68k
Other £0

£104,316 investments gains (losses)

Total income includes £820,919 from 1 government contract(s)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

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Raising funds and other expenditure £0
Charitable expenditure £958.68k
Retained for future use £42.54k

People

27 Employee(s)

7 Trustee(s)

8 Volunteer(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • General Charitable Purposes
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
  • Disability
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • People Of A Particular Ethnic Or Racial Origin
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Individuals
  • Provides Services
  • Provides Advocacy/advice/information
Where the charity operates:
  • Buckinghamshire

Governance

Registration history:
  • 22 November 2006: Standard registration
  • 26 June 2007: Removed (Duplicate registration)
  • 26 June 2007: Funds transferred to
Organisation type:
Charitable company
Other names:
  • AYLESBURY VALE CARERS' ASSOCIATION (Previous name)
  • CARERS BUCKS (Previous name)
Company number:
04941481 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • 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
Land and property:
This charity owns and/or leases land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

7 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Emma Lowndes Trustee 23 May 2022
CARERS MILTON KEYNES
Received: On time
Nicola Lauris Jacobs Trustee 11 April 2022
CARERS MILTON KEYNES
Received: On time
Dr Jitka Vseteckova Trustee 21 February 2022
CARERS MILTON KEYNES
Received: On time
Mark Willis Trustee 02 December 2019
CARERS MILTON KEYNES
Received: On time
STEWART GEORGE Trustee 03 July 2017
CARERS MILTON KEYNES
Received: On time
Dr LESLIE DAVIES Trustee 24 July 2014
CARERS MILTON KEYNES
Received: On time
MR MIKE ROWLANDS Trustee 24 July 2014
THE REDWAY SCHOOL FUND
Received: On time

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £1.01m £1.06m £1.07m £1.03m £1.00m
Total expenditure £1.05m £980.87k £989.22k £984.03k £958.68k
Income from government contracts £887.53k £820.92k £820.92k £820.92k £820.92k
Income from government grants N/A £12.15k £117.27k N/A N/A
Income - Donations and legacies £53.34k £55.29k £40.42k £59.53k £50.30k
Income - Other trading activities £55.26k £22.52k £16.65k £0 £0
Income - Charitable activities £905.90k £985.84k £1.01m £971.39k £950.92k
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £0 £0 £57.88k £0 £0
Income - Other £272 £0 £0 £0 £0
Income - Legacies £0 £30.68k £28.35k £28.36k £29.24k
Expenditure - Charitable activities £1.05m £979.58k £988.76k £983.36k £958.68k
Expenditure - Raising funds £943 £1.29k £462 £672 £0
Expenditure - Governance £0 £8.76k £0 £9.15k £9.55k
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £0 £0 £0 £0 £0
Expenditure - Other £0 £0 £0 £0 £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Own use assets £26.91k £15.24k £7.62k £193 £0
Long-term investments £1.08m £1.32m £1.38m £1.31m £1.42m
Other assets £302.66k £585.91k £630.16k £549.07k £517.82k
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £183.40k £372.18k £328.23k £192.84k £118.86k

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 March 2024 19 December 2024 On Time
Accounts and TAR 31 March 2024 19 December 2024 On Time Download Open in new window
Annual return 31 March 2023 30 January 2024 On Time
Accounts and TAR 31 March 2023 30 January 2024 On Time Download Open in new window
Annual return 31 March 2022 17 November 2022 On Time
Accounts and TAR 31 March 2022 17 November 2022 On Time Download Open in new window
Annual return 31 March 2021 10 December 2021 On Time
Accounts and TAR 31 March 2021 10 December 2021 On Time Download Open in new window
Annual return 31 March 2020 08 February 2021 8 days late
Accounts and TAR 31 March 2020 08 February 2021 8 days late Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

MEMORANDUM AND ARTICLES INCORPORATED 23/10/2003 AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 15/07/2013 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 26 SEP 2017

Charitable objects

1 THE RELIEF OF PERSONS WITH A DISABILITY ARISING FROM AGE, SICKNESS OR PHYSICAL OR MENTAL DISABILITY WHO ARE DEPENDENT ON OTHERS FOR THEIR CARE BY THE PROVISION OF PRACTICAL HELP, ADVICE, ASSISTANCE, SERVICE, SUPPORT, ADVOCACY AND INFORMATION TO SPOUSES, PARTNERS, RELATIVES AND OTHERS WHO HAVE OR ASSUME AN UNPAID RESPONSIBILITY FOR THEIR CARE AND TREATMENT (THE CARERS) 2 TO PROMOTE THE INTERESTS OF THE CARERS DEFINED IN CLAUSE 3.1 INCLUDING THE RELIEF OF HARDSHIP AND MENTAL OR PHYSICAL SICKNESS AMONGST THE CARERS 3 TO ADVANCE PUBLIC EDUCATION CONCERNING THE CARE AND TREATMENT OF THOSE REQUIRING SUCH CARE AND TREATMENT AND THEIR CARERS 4 TO PROMOTE SOCIAL INCLUSION FOR THE PUBLIC BENEFIT BY PREVENTING PEOPLE FROM BECOMING SOCIALLY EXCLUDED, RELIEVING THE NEEDS OF THOSE PEOPLE WHO ARE SOCIALLY EXCLUDED AND ASSISTING THEM TO INTEGRATE INTO SOCIETY. FOR THE PURPOSE OF THIS CLAUSE "SOCIALLY EXCLUDED" MEANS BEING EXCLUDED FROM SOCIETY, OR PARTS OF SOCIETY, AS A RESULT OF ONE OF MORE OF THE FOLLOWING FACTORS: UNEMPLOYMENT; FINANCIAL HARDSHIP; YOUTH OR OLD AGE; ILL HEALTH (PHYSICAL OR MENTAL).

Area of benefit

The area the charity can operate in, as set out in its governing document.

BUCKINGHAMSHIRE

Linked charities

Linked charities
Linked charity 1106745-1 CARERS MILTON KEYNES
Governing document
MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 28 SEPTEMBER 2005 AS AMENDED BY CERTIFICATE ON CHANGE OF NAME DATED 20 OCTOBER 2006
Charitable objects
1) THE RELIEF OF PERSONS WITH A DISABILITY ARISING FROM AGE, SICKNESS OR PHYSICAL OR MENTAL DISABILITY WITHIN THE MILTON KEYNES AREA AND WHO ARE DEPENDANT ON OTHERS FOR THEIR DAILY CARE BY THE PROVISION OF PRACTICAL HELP, ADVICE, ASSISTANCE, SERVICE, SUPPORT, ADVOCACY AND INFORMATION TO SPOUSES, PARTNERS, RELATIVES AND OTHERS WHO HAVE AN UNPAID RESPONSIBILITY FOR THEIR DAILY CARE AND TREATMENT ("THE CARERS"). 2) THE RELIEF OF POVERTY AND MENTAL AND/OR PHYSICAL SICKNESS OR SUFFERING AMONGST THE CARERS DEFINED IN THE ABOVE OBJECT. 3) TO ADVANCE PUBLIC EDUCATION CONCERNING THE CARE AND TREATMENT OF THOSE REQUIRING SUCH FULL TIME CARE AND TREATMENT BECAUSE OF AGE, DISABILITY OR SICKNESS.
Area of benefit
MILTON KEYNES
Registration history
  • 22 November 2006 : Standard registration
  • 26 June 2007 : Removed
  • 26 June 2007 : Asset transfer out

Contact information

Address:
Carers Bucks
Ardenham Court
Oxford Road
AYLESBURY
Buckinghamshire
HP19 8HT
Phone:
01296392711
Email:
mail@carersbucks.org
Website:

www.carersbucks.org Open in new window