REGISTERED COMPANY NUMBER: 03143673 (England and Wales)

REGISTERED CHARITY NUMBER: 1053295

Wakefield and District Carers

Association

Report of the Trustees and

Financial Statements

for the Year Ended 31 March 2025

Page

Report of the Trustees

1

Independent Examiner's Report

5

Statement of Financial Activities

6

Balance Sheet

7

Cash Flow Statement

9

Notes to the Cash Flow Statement

10

Notes to the Financial Statements

11

The trustees who are also directors of the charity for the purposes of the Companies Act 2006, present their report with the financial statements of the charity for the year ended 31 March 2025. The trustees have adopted the provisions of Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019).

OBJECTIVES AND ACTIVITIES

Objectives and aims

Wakefield and District Carers Association is governed by its Memorandum and Articles of Association which define the objects as:

- to improve the conditions of life amongst Carers resident in the Wakefield Metropolitan District so that the charitable needs of the Carers are thus relieved and in particular amongst Carers who care or have cared for partners, relatives, children, friends or neighbours who are dependent upon them because of disability arising from age, long-term illness, mental or physical disablement.

In order to achieve these objects, the Association works to:

- encourage Carers to recognise themselves as Carers in circumstances where they look after a partner, child, relative, friend or neighbour who is dependent on them because of the effects of old age, illness or disability;

- encourage Carers to recognise their own needs;

- improve the conditions of life amongst Carers;

- provide information, support, advice, advocacy and practical help to all Carers irrespective of age, gender, ethnic origin or geographical location within the district;

- bring the needs of Carers to the attention of policy makers and service planners.

Significant activities

The principal activity of the company throughout the year was to help Carers in Wakefield and District to achieve their task of caring in the domestic setting by providing them with support, information and advice.

Public benefit

In setting out the objectives of the charity and planning the charity's activities, the trustees have given careful consideration to the Charity Commission's public benefit guidance.

ACHIEVEMENTS AND PERFORMANCE

Charitable activities

There's no doubt that 2024 to 2025 has been another excellent year of progress for Carers Wakefield & District full of events and activities. Carers Wakefield's aim is to support carers and those they care for. We continue to grow from strength to strength and we are supporting more carers than ever before, we currently have over 13,000 carers registered with us. Our staff, trustees and invaluable volunteers have once again helped us significantly improve the lives of carers across Wakefield and District. Their dedication and enthusiasm has enabled Carers Wakefield to continue to flourish, meet new challenges and take advantage of new opportunities as we move in to the new year.

- During the year we had a total of 14,752 enquiries from carers.

- 699 new carers identified.

- 73 outreach sessions were attended to support carers and raise awareness of our services, this resulted in a further 2,110 contacts with both carers and professionals.

- A total of 295 home visits were made to support 315 carers.

- 203 carers visited carers support workers at our offices.

- Staff made over 11,376 telephone calls, 7,095 of those were made to carers.

- Staff sent over 10,412 letters/emails to carers and professionals.

- Trustee and volunteer time amounted to over 930.5 hours.

We continued to receive funding from Wakefield MDC for our core funds. The Local Authority also continued to provide funding for the Personal Budgets and the My Time Scheme. A total of 657 carer breaks were supported by this worthwhile scheme.

Funding was provided from the Local Authority for the Carers Group Grants. Applications were received from the BAME Ladies Group, Mental Health Group, Rethink and SESKU to name a few.

Wakefield ICB continued to provide funding to enable us to remain part of Connecting Care which brings together professionals from different organisations to provide coordinated support to individuals.

They also fund us to support carers with a loved one residing in a care home, supported living, or those whose loved one is preparing to enter a care home.

We have also been fortunate to be part of an exciting new digital inclusion project. The Accelerated Reform Fund's purpose is to focus on tackling digital exclusion by ensuring more people have access to devices and data, help them build digital skills and feel more confident using technology in their daily lives. One of the target groups is unpaid carers who often face these barriers.

We received £2,000 from the Pixel Fund and £2,000 from Sported Foundation to put towards our Young Adult Carer events and activities.

Other small pots of funding from SWYT and carer donations were greatly received.

Our main event during Carers Week - 'Putting Carers on The Map' was held at Sandal Rugby Club. Our charity was praised for all its hard work and the phenomenal contribution that unpaid carers provide.

This year's AGM was held at Sandal rugby club and was well attended. This was followed by Carers Rights Day which was themed on 'Recognising Your Rights as a Carer'.

We would to take this opportunity to thank all our funders for their continued support, we are extremely grateful.

FINANCIAL REVIEW

Reserves policy

We have reviewed the Associations needs for reserves in line with guidance issued by the Charity Commission. The review concluded that reserves are necessary to:

(i) to safeguard the Associations service commitment in the event of delays in receipt of funding;

(ii) to allow the Association to be managed efficiently and to provide a buffer for uninterrupted services if funding were to be discontinued by Wakefield Metropolitan District Council or NHS Shared Business.

The unrestricted reserves at the year end stood at £207,707 and are deemed necessary to cover (i) and (ii) above.

STRUCTURE, GOVERNANCE AND MANAGEMENT

Governing document

The charity is controlled by its governing document, a deed of trust, and constitutes a limited company, limited by guarantee, as defined by the Companies Act 2006.

Recruitment and appointment of new trustees

Trustees are appointed or re-appointed at the Annual General meeting held in the autumn. Under requirements of the Memorandum and Articles of Association one half of the Trustees shall be subject to retirement by rotation but may be eligible for re-appointment. Not less than 3 Trustees shall be Carers.

Induction and training of new trustees

Prior to their initial appointment potential Trustees complete an information form and independent references are required. Following their appointment they are provided with an information pack and an appropriate induction arranged.

REFERENCE AND ADMINISTRATIVE DETAILS

Registered Company number

03143673 (England and Wales)

Registered Charity number

1053295

Registered office

25 King Street

Wakefield

West Yorkshire

WF1 2SR

Trustees

Mrs C M Wilson - Chairperson

Mrs E Jones

Miss S Nazir (resigned 24.10.2024)

Mr N G Pickett - Treasurer

Mr G Osborne - Vice chairperson

Mrs T Batty (resigned 24.10.2024)

Mrs P L Rylatt (resigned 27.3.2025)

Mrs L Spivey

Miss A Hawes (appointed 9.5.2024)

Mr D Wood (appointed 24.7.2025)

Mrs S W Mcdade (appointed 24.7.2025)

Chief Executive Officer

Mrs Justine Bilton

Company Secretary

Miss S J Scott

Independent Examiner

SMH Jolliffe Cork Ltd

Accountants & Business Advisors

33 George Street

Wakefield

West Yorkshire

WF1 1LX

Bankers

The Co-operative Bank PLC

Stockport, Business Direct

PO Box 250

Skelmerdale

WN8 6WT

This report has been prepared in accordance with the special provisions of Part 15 of the Companies Act 2006 relating to small companies.

Approved by order of the board of trustees on 13 November 2025 and signed on its behalf by:

Mrs C M Wilson - Trustee

Independent examiner's report to the trustees of Wakefield and District Carers Association ('the Company')

I report to the charity trustees on my examination of the accounts of the Company for the year ended 31 March 2025.

Responsibilities and basis of report

As the charity's trustees of the Company (and also its directors for the purposes of company law) you are responsible for the preparation of the accounts in accordance with the requirements of the Companies Act 2006 ('the 2006 Act').

Having satisfied myself that the accounts of the Company are not required to be audited under Part 16 of the 2006 Act and are eligible for independent examination, I report in respect of my examination of your charity's accounts as carried out under Section 145 of the Charities Act 2011 ('the 2011 Act'). In carrying out my examination I have followed the Directions given by the Charity Commission under Section 145(5) (b) of the 2011 Act.

Independent examiner's statement

Since your charity's gross income exceeded £250,000 your examiner must be a member of a listed body. I can confirm that I am qualified to undertake the examination because I am a member of the Institute of Chartered Accountants in England and Wales, which is one of the listed bodies.

I have completed my examination. I confirm that no matters have come to my attention in connection with the examination giving me cause to believe:

1.	accounting records were not kept in respect of the Company as required by Section 386 of the 2006 Act; or

2.	the accounts do not accord with those records; or

3.	the accounts do not comply with the accounting requirements of Section 396 of the 2006 Act other than any requirement that the accounts give a true and fair view which is not a matter considered as part of an independent examination; or

4.

the accounts have not been prepared in accordance with the methods and principles of the Statement of Recommended Practice for accounting and reporting by charities (applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102)).

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

J Crossley FCA

SMH Jolliffe Cork Ltd

Accountants & Business Advisors

33 George Street

Wakefield

West Yorkshire

WF1 1LX

13 November 2025

2025

2024

Unrestricted

Restricted

Total

Total

funds

funds

funds

funds

Notes

£

£

£

£

INCOME AND ENDOWMENTS FROM

Donations and legacies

2

1,771

-

1,771

1,155

Charitable activities

4

Grants

684,573

89,238

773,811

742,964

Investment income

3

3,518

-

3,518

2,711

Total

689,862

89,238

779,100

746,830

EXPENDITURE ON

Charitable activities

5

Grants

618,338

152,621

770,959

709,756

NET INCOME/(EXPENDITURE)

71,524

(63,383

)

8,141

37,074

Transfers between funds

19

7,236

(7,236

)

-

-

Net movement in funds

78,760

(70,619

)

8,141

37,074

RECONCILIATION OF FUNDS

Total funds brought forward

128,947

87,309

216,256

179,182

TOTAL FUNDS CARRIED FORWARD

207,707

16,690

224,397

216,256

2025

2024

Notes

£

£

FIXED ASSETS

Tangible assets

12

4,539

7,748

CURRENT ASSETS

Debtors

13

11,510

9,931

Cash at bank and in hand

14

314,861

281,345

326,371

291,276

CREDITORS

Amounts falling due within one year

15

(106,513

)

(82,768

)

NET CURRENT ASSETS

219,858

208,508

TOTAL ASSETS LESS CURRENT LIABILITIES

224,397

216,256

NET ASSETS

224,397

216,256

FUNDS

19

Unrestricted funds:

General fund

95,901

20,661

Reserve Fund

111,806

108,286

207,707

128,947

Restricted funds

16,690

87,309

TOTAL FUNDS

224,397

216,256

The charitable company is entitled to exemption from audit under Section 477 of the Companies Act 2006 for the year ended 31 March 2025.

The members have not required the company to obtain an audit of its financial statements for the year ended 31 March 2025 in accordance with Section 476 of the Companies Act 2006.

The trustees acknowledge their responsibilities for

(a)	ensuring that the charitable company keeps accounting records that comply with Sections 386 and 387 of the Companies Act 2006 and

(b)

preparing financial statements which give a true and fair view of the state of affairs of the charitable company as at the end of each financial year and of its surplus or deficit for each financial year in accordance with the requirements of Sections 394 and 395 and which otherwise comply with the requirements of the Companies Act 2006 relating to financial statements, so far as applicable to the charitable company.

These financial statements have been prepared in accordance with the provisions applicable to charitable companies subject to the small companies regime.

The financial statements were approved by the Board of Trustees and authorised for issue on 13 November 2025 and were signed on its behalf by:

Mrs C M Wilson - Trustee

Mr G Osborne - Trustee

Cash flows from operating activities

Cash generated from operations

1

30,241

91,922

Net cash provided by operating activities

30,241

91,922

Cash flows from investing activities

Purchase of tangible fixed assets

(145

)

(4,536

)

Interest received

3,518

2,711

Net cash provided by/(used in) investing activities

3,373

(1,825

)

Change in cash and cash equivalents in the reporting period

33,614

90,097

Cash and cash equivalents at the beginning of the reporting period

2

281,247

191,150

Cash and cash equivalents at the end of the reporting period

2

314,861

281,247

1.	RECONCILIATION OF NET INCOME TO NET CASH FLOW FROM OPERATING ACTIVITIES

2025

2024

£

£

Net income for the reporting period (as per the Statement of Financial Activities)

8,141

37,074

Adjustments for:

Depreciation charges

3,314

2,628

Loss on disposal of fixed assets

40

-

Interest received

(3,518

)

(2,711

)

(Increase)/decrease in debtors

(1,579

)

13,727

Increase in creditors

23,843

41,204

Net cash provided by operations

30,241

91,922

2.	ANALYSIS OF CASH AND CASH EQUIVALENTS

2025

2024

£

£

Cash in hand

63,666

62,881

Notice deposits (less than 3 months)

251,195

218,464

Overdrafts included in bank loans and overdrafts falling due within one year

-

(98

)

Total cash and cash equivalents

314,861

281,247

3.	ANALYSIS OF CHANGES IN NET FUNDS

At 1.4.24

Cash flow

At 31.3.25

£

£

£

Net cash

Cash at bank and in hand

281,345

33,516

314,861

Bank overdraft

(98

)

98

-

281,247

33,614

314,861

Total

281,247

33,614

314,861

1.	ACCOUNTING POLICIES

Basis of preparing the financial statements

The financial statements of the charitable company, which is a public benefit entity under FRS 102, have been prepared in accordance with the Charities SORP (FRS 102) 'Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019)', Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland' and the Companies Act 2006. The financial statements have been prepared under the historical cost convention.

Income

All income is recognised in the Statement of Financial Activities once the charity has entitlement to the funds, it is probable that the income will be received and the amount can be measured reliably.

Expenditure

Liabilities are recognised as expenditure as soon as there is a legal or constructive obligation committing the charity to that expenditure, it is probable that a transfer of economic benefits will be required in settlement and the amount of the obligation can be measured reliably. Expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all cost related to the category. Where costs cannot be directly attributed to particular headings they have been allocated to activities on a basis consistent with the use of resources.

Tangible fixed assets

Depreciation is provided at the following annual rates in order to write off each asset over its estimated useful life.

Computer and office equipment

-

25% on cost and 25% on reducing balance

Taxation

The charity is exempt from corporation tax on its charitable activities.

Fund accounting

Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the trustees.

Restricted funds can only be used for particular restricted purposes within the objects of the charity. Restrictions arise when specified by the donor or when funds are raised for particular restricted purposes.

2.	DONATIONS AND LEGACIES

2025

2024

£

£

Donations

1,771

1,155

3.	INVESTMENT INCOME

2025

2024

£

£

Deposit account interest

3,518

2,711

4.	INCOME FROM CHARITABLE ACTIVITIES

2025

2024

Activity

£

£

Grants

Grants

773,811

742,964

Grants received, included in the above, are as follows:

2025

2024

£

£

WMDC

568,557

548,550

Garfield Weston Foundation

-

20,000

Age UK - MCST

-

7,800

Nova Wakefield

-

5,400

Wakefield District HCP (Connecting care)

53,700

50,660

Wakefield District HCP (Care homes)

39,554

39,054

SWYPTS

500

500

Wakefield District HCP (General practice)

64,500

44,500

Warburtons CAF

-

3,000

Wakefield District HCP (MYTT discharge)

47,000

23,500

773,811

742,964

5.	CHARITABLE ACTIVITIES COSTS

Support

Direct

costs (see

Costs

note 6)

Totals

£

£

£

Grants

765,278

5,681

770,959

6.	SUPPORT COSTS

Governance

Finance

costs

Totals

£

£

£

Grants

25

5,656

5,681

7.	NET INCOME/(EXPENDITURE)

Net income/(expenditure) is stated after charging/(crediting):

2025

2024

£

£

Depreciation - owned assets

3,314

2,628

Deficit on disposal of fixed assets

40

-

Staff costs

562,247

555,896

8.	TRUSTEES' REMUNERATION AND BENEFITS

There were no trustees' remuneration or other benefits for the year ended 31 March 2025 nor for the year ended 31 March 2024.

Trustees' expenses

There were no trustees' expenses paid for the year ended 31 March 2025 nor for the year ended 31 March 2024.

9.	STAFF COSTS

2025

2024

£

£

Wages and salaries

550,798

544,325

Social security costs

11,449

11,571

562,247

555,896

The average monthly number of employees during the year was as follows:

2025

2024

Average number of employees

24

26

No employees received emoluments in excess of £60,000.

10.	COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES

Unrestricted

Restricted

Total

funds

funds

funds

£

£

£

INCOME AND ENDOWMENTS FROM

Donations and legacies

1,155

-

1,155

Charitable activities

Grants

600,950

142,014

742,964

Investment income

2,709

2

2,711

Total

604,814

142,016

746,830

EXPENDITURE ON

Charitable activities

Grants

610,651

99,105

709,756

NET INCOME/(EXPENDITURE)

(5,837

)

42,911

37,074

Transfers between funds

11,860

(11,860

)

-

Net movement in funds

6,023

31,051

37,074

RECONCILIATION OF FUNDS

Total funds brought forward

122,924

56,258

179,182

TOTAL FUNDS CARRIED FORWARD

128,947

87,309

216,256

11.	COMPANY STATUS

The company is a registered Charity (Company number: 03143673 and Charity number:1053295) and is limited by guarantee. There were 6 Trustees as at 31 March 2025, each of whom guaranteed to contribute up to £1 towards the outstanding liabilities of the Company should the Company be wound up.

12.	TANGIBLE FIXED ASSETS

Computer

and

office

equipment

£

COST

At 1 April 2024

60,209

Additions

145

Disposals

(328

)

At 31 March 2025

60,026

DEPRECIATION

At 1 April 2024

52,461

Charge for year

3,314

Eliminated on disposal

(288

)

At 31 March 2025

55,487

NET BOOK VALUE

At 31 March 2025

4,539

At 31 March 2024

7,748

13.	DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR

2025

2024

£

£

PAYE/NIC debtor

4,819

5,486

Prepayments and accrued income

6,691

4,445

11,510

9,931

14.	CASH AT BANK AND IN HAND

General Fund

Reserve Fund

Restricted Funds

Total Funds

Total Funds

£

£

£

£

£

Cash in Hand

298

-

-

298

394

Bank current and deposit accounts

182,212

63,368

13,090

258,670

227,696

COIF Charities deposit fund

7,456

48,437

-

55,893

53,255

189,966

111,805

13,090

314,861

281,345

15.	CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR

2025

2024

£

£

Bank loans and overdrafts (see note 16)

-

98

Creditors and accruals

106,513

82,670

106,513

82,768

16.

LOANS

An analysis of the maturity of loans is given below:

2025

2024

£

£

Amounts falling due within one year on demand:

Bank overdrafts

-

98

17.	LEASING AGREEMENTS

Minimum lease payments under non-cancellable operating leases fall due as follows:

2025

2024

£

£

Within one year

2,377

2,377

Between one and five years

534

4,568

2,911

6,945

18.	ANALYSIS OF NET ASSETS BETWEEN FUNDS

2025

2024

Unrestricted

Restricted

Total

Total

funds

funds

funds

funds

£

£

£

£

Fixed assets

4,539

-

4,539

7,748

Current assets

309,680

16,691

326,371

291,276

Current liabilities

(106,512

)

(1

)

(106,513

)

(82,768

)

207,707

16,690

224,397

216,256