CENTRAL AND WEST LANCASHIRE CARERS LTD
Charity overview
Activities - how the charity spends its money
Central and West Lancashire Carers operates from two offices in Preston and Skelmersdale to support adult carers over the age of 18 years through the provision of a range of user-led services including information, support groups, drop-in facilities and specialist advice sessions. Our carers benefit from access to a range of activities, events, outings, therapy sessions and training courses.
Income and expenditure
Data for financial year ending 31 March 2014
Total income:
£639,444
| Donations and legacies | £68.48k | |
| Charitable activities | £570.73k | |
| Other trading activities | £0 | |
| Investments | £240 | |
| Other | £0 |
Total expenditure:
£629,652
| Raising funds | £0 | |
| Charitable activities | £626.90k | |
| Other | £0 |
£0 investments gains (losses)
Charitable expenditure
Charitable expenditure with investment gains
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.
| Raising funds and other expenditure | £2.75k | |
| Charitable expenditure | £626.90k | |
| Retained for future use | £9.79k |
Fundraising
Trading
Trustee payments
What, who, how, where
- Education/training
- The Advancement Of Health Or Saving Of Lives
- Disability
- The Prevention Or Relief Of Poverty
- Economic/community Development/employment
- Other Charitable Purposes
- Elderly/old People
- People With Disabilities
- People Of A Particular Ethnic Or Racial Origin
- Other Charities Or Voluntary Bodies
- Other Defined Groups
- Provides Services
- Provides Advocacy/advice/information
- Other Charitable Activities
- Lancashire
Governance
- 22 November 2005: Standard registration
- 14 March 2014: Funds received from 1123375 WEST LANCASHIRE CARERS' CENTRE
- 22 August 2016: Removed (Ceased to exist)
- PRESTON CARERS CENTRE (Working name)
- CARERS CENTRAL (Previous name)
- PRESTON AND DISTRICT CARERS CENTRE (Previous name)
Financial history
Financial period end date
| Income / Expenditure | 31/03/2010 | 31/03/2011 | 31/03/2012 | 31/03/2013 | 31/03/2014 | ||
|---|---|---|---|---|---|---|---|
|
|
Total gross income | £391.90k | £406.01k | £629.43k | £760.86k | £639.44k | |
|
|
Total expenditure | £398.46k | £406.05k | £636.40k | £795.50k | £629.65k | |
|
|
Income from government contracts | N/A | N/A | N/A | N/A | N/A | |
|
|
Income from government grants | N/A | N/A | N/A | N/A | N/A | |
|
|
Income - Donations and legacies | N/A | N/A | £629.36k | £115.16k | £68.48k | |
|
|
Income - Other trading activities | N/A | N/A | £0 | £0 | £0 | |
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|
Income - Charitable activities | N/A | N/A | £0 | £645.61k | £570.73k | |
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|
Income - Endowments | N/A | N/A | £0 | £0 | £0 | |
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|
Income - Investment | N/A | N/A | £75 | £90 | £240 | |
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|
Income - Other | N/A | N/A | £0 | £0 | £0 | |
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|
Income - Legacies | N/A | N/A | £0 | £0 | £50.00k | |
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|
Expenditure - Charitable activities | N/A | N/A | £631.90k | £792.44k | £626.90k | |
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|
Expenditure - Raising funds | N/A | N/A | N/A | N/A | N/A | |
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|
Expenditure - Governance | N/A | N/A | £4.50k | £3.06k | £2.75k | |
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|
Expenditure - Grants institution | N/A | N/A | £0 | £0 | £0 | |
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|
Expenditure - Investment management | N/A | N/A | £0 | £0 | £0 | |
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|
Expenditure - Other | N/A | N/A | £0 | £0 | £0 |
Assets and liabilities
Definitions for assets and liabilities
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 InvestmentsInvestments 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.
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 liabilityThis is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.
Total liabilitiesThese 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.
| Asset / Liability | 31/03/2010 | 31/03/2011 | 31/03/2012 | 31/03/2013 | 31/03/2014 | ||
|---|---|---|---|---|---|---|---|
|
|
Own use assets | N/A | N/A | £67.02k | £52.52k | £39.77k | |
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|
Long-term investments | N/A | N/A | £0 | £0 | £0 | |
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|
Other assets | N/A | N/A | £59.64k | £42.54k | £60.07k | |
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|
Defined benefit pension scheme asset or liability | N/A | N/A | £0 | £0 | £0 | |
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Total liabilities | N/A | N/A | £15.50k | £18.55k | £13.54k |
Accounts and annual returns
| Title | Reporting year | Date received | Received | Download |
|---|---|---|---|---|
| Annual return | 30 September 2015 | Not submitted | ||
| Accounts and TAR | 30 September 2015 | Not submitted | ||
| Annual return | 31 March 2014 | 20 January 2015 | On time | |
| Accounts and TAR | 31 March 2014 | 20 January 2015 | On time | |
| Annual return | 31 March 2013 | 27 January 2014 | On time | |
| Accounts and TAR | 31 March 2013 | 17 February 2014 | 17 days late | |
| Annual return | 31 March 2012 | 22 March 2013 | 50 days late | |
| Accounts and TAR | 31 March 2012 | 04 January 2013 | On time |
Governing document
It is not the full text of the charity's governing document.
MEMORANDUM AND ARTICLES INCORPORATED 26/07/2005 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 18/11/2005 AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 22/12/2011 AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 25/06/2013 AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 01/04/2014 AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 07/04/2014
Charitable objects
TO RELIEVE THE NEED OF PERSONS WHO ARE ILL, DISABLED OR WHO ARE ELDERLY AND HAVE A CHARITABLE NEED, PRIMARILY BUT NOT EXCLUSIVELY RESIDENT OR WORKING IN LANCASHIRE AND THE SURROUNDING AREAS, BY THE PROVISION OF ADVICE, INFORMATION AND SUPPORT TO THOSE PERSONS, THEIR RELATIVES OR CARERS WITH THE OBJECT OF IMPROVING THE CONDITIONS OF LIFE OF THE SAID BENEFICIARIES.
Area of benefit
LANCASHIRE AND THE SURROUNDING AREAS
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