WORCESTERSHIRE ASSOCIATION OF CARERS

Charity number: 1071850
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Worcestershire Association of Carers is an independent source of information, advice and support for all adult carers of all client groups in Worcestershire. The Association aims to relieve the stresses experienced by informal carers and those they care for in the county of Worcestershire, through the provision of information and support services and the promotion of the needs of carers.

Income and expenditure

Data for financial year ending 31 March 2024

Total income:
£1,332,530

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Donations and legacies £4.94k
Charitable activities £1.24m
Other trading activities £81.11k
Investments £5.14k
Other £0

Total expenditure:
£1,371,714

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Raising funds £74.90k
Charitable activities £1.30m
Other £0

£0 investments gains (losses)

Total income includes £773,864 from 4 government grant(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.

Text alternative for this canvas graphic is in the data table below.
Raising funds and other expenditure £74.90k
Charitable expenditure £1.30m

People

53 Employee(s)

7 Trustee(s)

26 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:
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
  • Disability
  • The Prevention Or Relief Of Poverty
Who the charity helps:
  • Elderly/old People
  • People With Disabilities
  • Other Defined Groups
How the charity helps:
  • Provides Services
  • Provides Advocacy/advice/information
  • Acts As An Umbrella Or Resource Body
Where the charity operates:
  • Worcestershire

Governance

Registration history:
  • 06 October 1998: Standard registration
Organisation type:
Charitable company
Other names:
  • WAC (Working name)
  • WAOC (Working name)
Company number:
03485330 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
  • 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
David Sullivan Chair 03 March 2021
None on record
Ann Marie Harrison Trustee 08 November 2024
None on record
Michelle Sally-Ann Albertine Lovett Trustee 08 November 2024
None on record
Srinivas Niranjan Koduri Trustee 10 November 2023
None on record
Clare Patricia Taylor Trustee 01 March 2022
None on record
David Mann Trustee 14 July 2017
None on record
COLIN PETER ARCHER Trustee
None on record

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 £987.75k £1.12m £1.16m £1.30m £1.33m
Total expenditure £875.48k £962.96k £1.11m £1.38m £1.37m
Income from government contracts £698.00k £666.23k £702.30k N/A N/A
Income from government grants £19.50k £15.00k £17.38k £792.78k £773.86k
Income - Donations and legacies £16.67k £39.39k £8.52k £7.29k £4.94k
Income - Other trading activities £82.43k £25.36k £72.43k £82.12k £81.11k
Income - Charitable activities £888.35k £1.05m £1.08m £1.21m £1.24m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £309 £138 £8 £2.02k £5.14k
Income - Other £0 £0 £0 £0 £0
Income - Legacies £0 £0 £0 £0 £500
Expenditure - Charitable activities £792.95k £891.63k £1.04m £1.31m £1.30m
Expenditure - Raising funds £82.53k £71.34k £67.83k £65.97k £74.90k
Expenditure - Governance £4.98k £4.96k £6.52k £5.23k £5.21k
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 £37.15k £21.60k £22.35k £30.96k £25.06k
Long-term investments £0 £0 £0 £0 £0
Other assets £252.45k £435.87k £475.00k £395.31k £370.18k
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £53.97k £66.61k £54.28k £60.41k £68.57k

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 13 December 2024 On Time
Accounts and TAR 31 March 2024 13 December 2024 On Time Download Open in new window
Annual return 31 March 2023 19 December 2023 On Time
Accounts and TAR 31 March 2023 19 December 2023 On Time Download Open in new window
Annual return 31 March 2022 25 January 2023 On Time
Accounts and TAR 31 March 2022 25 January 2023 On Time Download Open in new window
Annual return 31 March 2021 07 December 2021 On Time
Accounts and TAR 31 March 2021 07 December 2021 On Time Download Open in new window
Annual return 31 March 2020 18 December 2020 On Time
Accounts and TAR 31 March 2020 18 December 2020 On Time 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 OF ASSOCIATION INCORPORATED 23 DECEMBER 1997 AS AMENDED BY SPECIAL RESOLUTION 11 JUNE 1998, 28 SEPTEMBER 2000, 27 SEPTEMBER 2001 AND 12 SEPTEMBER 2003. as amended on 17 Oct 2018

Charitable objects

FOR THE PUBLIC BENEFIT, TO RELIEVE THE STRESSES EXPERIENCED BY CARERS AND PEOPLE WITH PHYSICAL, MENTAL OR SENSORY IMPAIRMENT WITHIN THE FAMILY OR HOME IN THE COUNTY OF WORCESTERSHIRE THROUGH THE PROVISION OF INFORMATION SERVICES, SUPPORT CENTRES AND THE PROMOTION OF THE NEEDS OF CARERS

Area of benefit

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

WORCESTERSHIRE

Contact information

Address:
Polysec House
Blackpole Trading Estate West
Hindlip
Worcester
WR3 8TJ
Phone:
01905751340
Email:
mail@carersworcs.org.uk
Website:

www.carersworcs.org.uk Open in new window