CCEW Charity Commission profile

CARTREF NI LIMITED

Registered charity 1071424 · organisation 3951737

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Charitable company
Registered
8 September 1998
Removed
Not supplied
Company number supplied
02591631
Financial period
24 March 2024 – 22 March 2025
Latest income
£5,545,248
Latest expenditure
£5,415,668
Gift Aid
No
Owns or uses land
Yes
In administration
No
Insolvent
No
CIO
No

Public contact address: GOLEUFAN, 27 CHESTER STREET, ST ASAPH, DENBIGHSHIRE, LL17 0RE

Website recorded by the regulator: www.cartrefni.com (displayed as text)

02 Activities

What the charity does

PROVIDE DOMICILIARY SUPPORT TO VULNERABLE ADULTS IN THEIR OWN HOME

03 Official extract

Charity Annual Return History

Fin Period Start Date
24 March 2024
Fin Period End Date
22 March 2025
Ar Cycle Reference
AR25
Reporting Due Date
22 January 2026
Date Annual Return Received
15 December 2025
Date Accounts Received
15 December 2025
Total Gross Income
£5,545,248
Total Gross Expenditure
£5,415,668
Fin Period Start Date
26 March 2023
Fin Period End Date
23 March 2024
Ar Cycle Reference
AR24
Reporting Due Date
23 January 2025
Date Annual Return Received
12 November 2024
Date Accounts Received
12 November 2024
Total Gross Income
£5,181,310
Total Gross Expenditure
£5,103,435
Fin Period Start Date
20 March 2022
Fin Period End Date
25 March 2023
Ar Cycle Reference
AR23
Reporting Due Date
25 January 2024
Date Annual Return Received
10 November 2023
Date Accounts Received
10 November 2023
Total Gross Income
£4,857,735
Total Gross Expenditure
£4,693,825
Fin Period Start Date
21 March 2021
Fin Period End Date
19 March 2022
Ar Cycle Reference
AR22
Reporting Due Date
19 January 2023
Date Annual Return Received
2 December 2022
Date Accounts Received
2 December 2022
Total Gross Income
£4,142,920
Total Gross Expenditure
£3,978,544
Fin Period Start Date
22 March 2020
Fin Period End Date
20 March 2021
Ar Cycle Reference
AR21
Reporting Due Date
20 January 2022
Date Annual Return Received
10 January 2022
Date Accounts Received
10 January 2022
Total Gross Income
£4,021,533
Total Gross Expenditure
£3,772,639

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR25
Fin Period Start Date
24 March 2024
Fin Period End Date
22 March 2025
Ar Due Date
22 January 2026
Ar Received Date
15 December 2025
Total Gross Income
£5,545,248
Total Gross Expenditure
£5,415,668
Grant Making Is Main Activity
No
Count Govt Contracts
20
Count Govt Grants
£0
Income From Government Contracts
5492385
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 60001 70000
1
Count Salary Band 100001 110000
1
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
26 March 2023
Fin Period End Date
23 March 2024
Ar Due Date
23 January 2025
Ar Received Date
12 November 2024
Total Gross Income
£5,181,310
Total Gross Expenditure
£5,103,435
Grant Making Is Main Activity
No
Count Govt Contracts
20
Count Govt Grants
£1
Income From Government Contracts
5140009
Income From Government Grants
£4,607
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 80001 90000
1
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
20 March 2022
Fin Period End Date
25 March 2023
Ar Due Date
25 January 2024
Ar Received Date
10 November 2023
Total Gross Income
£4,857,735
Total Gross Expenditure
£4,693,825
Grant Making Is Main Activity
No
Count Govt Contracts
20
Count Govt Grants
£3
Income From Government Contracts
4555993
Income From Government Grants
£297,174
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 80001 90000
1
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
21 March 2021
Fin Period End Date
19 March 2022
Ar Due Date
19 January 2023
Ar Received Date
2 December 2022
Total Gross Income
£4,142,920
Total Gross Expenditure
£3,978,544
Charity Raises Funds From Public
No
Charity Receives Govt Funding Contracts
Yes
Count Govt Contracts
20
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£4
Income From Government Contracts
3902903
Income From Government Grants
£239,049
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 70001 80000
1
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
22 March 2020
Fin Period End Date
20 March 2021
Ar Due Date
20 January 2022
Ar Received Date
10 January 2022
Total Gross Income
£4,021,533
Total Gross Expenditure
£3,772,639
Charity Raises Funds From Public
No
Charity Receives Govt Funding Contracts
Yes
Count Govt Contracts
19
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£3
Income From Government Contracts
3759407
Income From Government Grants
£261,503
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 70001 80000
1
Count Volunteers
0

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR25
Fin Period Start Date
24 March 2024
Fin Period End Date
22 March 2025
Ar Due Date
22 January 2026
Ar Received Date
15 December 2025
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
5492385
Income Investments
52863
Income Other
0
Income Total Income And Endowments
5545248
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£5,415,668
Expenditure Other
0
Expenditure Total
5415668
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
7067
Expenditure Support Costs
554895
Expenditure Depreciation
22348
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£1,727,536
Assets Total Fixed
453146
Assets Own Use
453146
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£2,536,734
Assets Total Liabilities
£729,598
Assets Current Investment
0
Assets Total Assets And Liabilities
£2,260,282
Creditors One Year Total Current
728388
Creditors Falling Due After One Year
1210
Assets Cash
£2,105,912
Funds Endowment
0
Funds Unrestricted
2260282
Funds Restricted
0
Funds Total
2260282
Count Employees
147
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
26 March 2023
Fin Period End Date
23 March 2024
Ar Due Date
23 January 2025
Ar Received Date
12 November 2024
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
5140009
Income Investments
36694
Income Other
4607
Income Total Income And Endowments
5181310
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£5,103,435
Expenditure Other
0
Expenditure Total
5103435
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
6848
Expenditure Support Costs
490274
Expenditure Depreciation
16990
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£1,581,908
Assets Total Fixed
468867
Assets Own Use
468867
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£2,478,468
Assets Total Liabilities
£816,633
Assets Current Investment
0
Assets Total Assets And Liabilities
£2,130,702
Creditors One Year Total Current
814714
Creditors Falling Due After One Year
1919
Assets Cash
£2,088,565
Funds Endowment
0
Funds Unrestricted
2130702
Funds Restricted
0
Funds Total
2130702
Count Employees
149
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
20 March 2022
Fin Period End Date
25 March 2023
Ar Due Date
25 January 2024
Ar Received Date
10 November 2023
Income Donations And Legacies
178
Income Other Trading Activities
0
Income Charitable Activities
4555993
Income Investments
4390
Income Other
297174
Income Total Income And Endowments
4857735
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£4,693,825
Expenditure Other
0
Expenditure Total
4693825
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
6486
Expenditure Support Costs
426827
Expenditure Depreciation
16956
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£1,524,395
Assets Total Fixed
450930
Assets Own Use
450930
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£2,271,813
Assets Total Liabilities
£669,916
Assets Current Investment
0
Assets Total Assets And Liabilities
£2,052,827
Creditors One Year Total Current
668466
Creditors Falling Due After One Year
1450
Assets Cash
£1,953,862
Funds Endowment
0
Funds Unrestricted
2052827
Funds Restricted
0
Funds Total
2052827
Count Employees
142
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
21 March 2021
Fin Period End Date
19 March 2022
Ar Due Date
19 January 2023
Ar Received Date
2 December 2022
Income Donations And Legacies
64
Income Other Trading Activities
0
Income Charitable Activities
3902903
Income Investments
904
Income Other
239049
Income Total Income And Endowments
4142920
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£3,978,544
Expenditure Other
0
Expenditure Total
3978544
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
7120
Expenditure Support Costs
406519
Expenditure Depreciation
20274
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£1,349,313
Assets Total Fixed
460722
Assets Own Use
460722
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,901,862
Assets Total Liabilities
£473,667
Assets Current Investment
0
Assets Total Assets And Liabilities
£1,888,917
Creditors One Year Total Current
472451
Creditors Falling Due After One Year
1216
Assets Cash
£1,391,486
Funds Endowment
0
Funds Unrestricted
1888917
Funds Restricted
0
Funds Total
1888917
Count Employees
143
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
22 March 2020
Fin Period End Date
20 March 2021
Ar Due Date
20 January 2022
Ar Received Date
10 January 2022
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
4020910
Income Investments
623
Income Other
0
Income Total Income And Endowments
4021533
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£3,772,639
Expenditure Other
0
Expenditure Total
3772639
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
5814
Expenditure Support Costs
329195
Expenditure Depreciation
20096
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£1,173,222
Assets Total Fixed
472234
Assets Own Use
472234
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,679,847
Assets Total Liabilities
£427,540
Assets Current Investment
0
Assets Total Assets And Liabilities
£1,724,541
Creditors One Year Total Current
427540
Creditors Falling Due After One Year
0
Assets Cash
£1,245,199
Funds Endowment
0
Funds Unrestricted
1724541
Funds Restricted
0
Funds Total
1724541
Count Employees
142
Charity Only Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Local Authority
Geographic Area Description
Denbighshire
Welsh Ind
Yes
Geographic Area Type
Local Authority
Geographic Area Description
Flintshire
Welsh Ind
Yes
Geographic Area Type
Local Authority
Geographic Area Description
Conwy
Welsh Ind
Yes

07 Official extract

Charity Classification

Classification Code
203
Classification Type
Who
Classification Description
People With Disabilities
Classification Code
306
Classification Type
How
Classification Description
Provides Services
Classification Code
104
Classification Type
What
Classification Description
Disability

08 Official extract

Charity Event History

Charity Name
CARTREF NI LIMITED
Charity Event Order
1
Event Type
Standard registration
Date Of Event
1998-09-08T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
MEMORANDUM AND ARTICLES INCORPORATED 14/03/1991AS AMENDED BY SPECIAL RESOLUTION(S) DATED 29/07/1998AS AMENDED BY SPECIAL RESOLUTION(S) DATED 06/08/1998AS AMENDED BY SPECIAL RESOLUTION(S) DATED 20/10/2005AS AMENDED BY SPECIAL RESOLUTION(S) DATED 31/10/2011AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 25/11/2011
Charitable Objects
TO PROMOTE CHOICE AND INDEPENDENCE OF PEOPLE WITH LEARNING AND/OR PHYSICAL DISABILITIES, AND THE RELIEF OF SICKNESS AND POVERTY OF ELDERLY PEOPLE AND OTHER PEOPLE IN NEED IN NORTH WALES IN PARTICULAR THROUGH THE PROVISION OF SUPPORT SERVICES IN A PERSON'S HOME THUS ENABLING THEM TO LIVE IN THE COMMUNITY RATHER THAN IN INSTITUTIONAL CARE
Area Of Benefit
NORTH WALES

10 Official extract

Charity Other Regulators

Regulator Order
1
Regulator Name
Care Inspectorate Wales (CIW)

11 Official extract

Charity Policy

Policy Name
Social media policy and procedures
Policy Name
Investing charity funds policy and procedures
Policy Name
Internal risk management policy and procedures
Policy Name
Complaints policy and procedures
Policy Name
Investment
Policy Name
Serious incident reporting policy and procedures
Policy Name
Conflicting interests
Policy Name
Internal charity financial controls policy and procedures
Policy Name
Safeguarding vulnerable beneficiaries
Policy Name
Trustee expenses policy and procedures
Policy Name
Risk management
Policy Name
Financial reserves policy and procedures
Policy Name
Bullying and harassment policy and procedures
Policy Name
Paying staff
Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Complaints handling
Policy Name
Safeguarding policy and procedures