CARERS TRUST BUCKS AND MILTON KEYNES

Registered charity 1106745 · accounts filings on the Charity Commission register · also known as AYLESBURY VALE CARERS' ASSOCIATION, CARERS BUCKS

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Latest income
£1.4m
Latest spending
£1.4m
Registered
2004
Accounts read
FY2024

Financial health, per its FY2024 accounts

The accounts state that total income for the year was £1,001,221 with a net surplus of £146,855, resulting in total net assets of £1,814,900. The trustees report that unrestricted funds of £302,042 are held, which is within the stated reserves policy target of three to six months of total expenditure (£239,670 to £479,341). The auditor confirmed that the use of the going concern basis of accounting is appropriate with no material uncertainties identified.

What the accounts disclose

Reserves policy: three to six months of total expenditure (held: £302k)
The Trustees estimate that unrestricted funds of between three and six months of total expenditure is the appropriate level. At year end March 2024 this means a reserve fund of between £239,670 and £479,341. — page 6
Per its FY2024 accounts as filed with the Charity Commission.
Related-party transaction: Funding transferred to Carers Milton Keynes
During the year ended 31 March 2024 Carers Trust Bucks and Milton Keynes transferred funding to Carers Milton Keynes totalling £21,493 (2023: £60,348). — page 27
During the year ended 31 March 2024 Carers Milton Keynes repaid amounts totalling £62,618 (2023: £6,184). — page 27
Per its FY2024 accounts as filed with the Charity Commission.
Related-party transaction: Repayment from Carers Milton Keynes
During the year ended 31 March 2024 Carers Trust Bucks and Milton Keynes transferred funding to Carers Milton Keynes totalling £21,493 (2023: £60,348). — page 27
During the year ended 31 March 2024 Carers Milton Keynes repaid amounts totalling £62,618 (2023: £6,184). — page 27
Per its FY2024 accounts as filed with the Charity Commission.

Accounts audited by Richardsons. Discloses 5 of 6 completeness components.

Structured financials (annual return, FY ending 31/03/2025)

Total income
£1.4m
Total spending
£1.4m
Reserves (reported)
£684k
Employees
26

Reported reserves equal ~5.9 months of spending — above the median for charities its size (median 4.8 months; benchmarks).

Register events

Trustees

Trustee list from the Charity Commission register (current, not historical).

Operates in: Buckinghamshire

Income and spending

Financial year endIncomeSpending
31/03/2025£1.4m£1.4m
31/03/2024£1.0m£959k
31/03/2023£1.0m£984k
31/03/2022£1.1m£989k
31/03/2021£1.1m£981k

Common questions

Is CARERS TRUST BUCKS AND MILTON KEYNES financially healthy?

The accounts state that total income for the year was £1,001,221 with a net surplus of £146,855, resulting in total net assets of £1,814,900. The trustees report that unrestricted funds of £302,042 are held, which is within the stated reserves policy target of three to six months of total expenditure (£239,670 to £479,341). The auditor confirmed that the use of the going concern basis of accounting is appropriate with no material uncertainties identified. Its FY2024 accounts were audited by Richardsons.