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2021-03-31-accounts

Registered company number: 03107835 Charity registration number: 1049945

THE BRIGSTOWE PROJECT a company limited by guarantee

ANNUAL REPORT AND FINANCIAL STATEMENTS

FOR THE YEAR ENDED 31 MARCH 2021

UNAUDITED

THE BRIGSTOWE PROJECT

CONTENTS

Page
Legal and administrative details 1
Trustees’ report 2 –��
Independent examiner’s report to the trustees 1�
Statement of financial activities 1�
Balance sheet ��
Notes to the financial statements ��–��

THE BRIGSTOWE PROJECT

LEGAL AND ADMINISTRATIVE DETAILS

Directors and trustees

Henroy Brown Dominic Eastham David Henshaw Sheila Ollis Diane Perry Simon Purkiss Alison Scott Thomas Sharkey Jeremy Horwood Jane Nicholls (retired 30[th] June 2021) Vicky Harwood

Chief Executive Officer Rami Ghali Registered office Easton Community Centre Kilburn Street Bristol BS5 6AW Charity registration number 1049945 Registered company number 03107835 Independent Examiner Wormald & Partners Redland House 157 Redland Road Bristol BS6 6YE Principal Bankers The Co-operative Bank Plc

Page 1

THE BRIGSTOWE PROJECT

TRUSTEES’ REPORT FOR THE YEAR ENDED 31 MARCH 2021

The directors and trustees present the annual report and the financial statements for the year ended 31 March 2021.

Reference and administrative details

Required reference and administrative details are shown in the company information on page 1 and form part of this report.

Structure, governance and management

The Brigstowe Project is a charitable company limited by guarantee. Its objects and powers are set out in the revised Memorandum and Articles of Association adopted on 28 November 2018.

The organisation is governed by a Board of Trustees.

New trustees are normally recruited through advertisements amongst the charity’s service users and the wider community, as well as through existing members’ professional and personal contacts. All appointments are based on the need for particular knowledge, skills and experience.

All trustees are members of the company. Membership of the company is open to anyone aged 18 years of age or over who lives or works in the South West of England and who is interested in promoting the objects of the charity.

The members of the company elect trustees at an annual general meeting, though trustees may co-opt additional trustees to hold office until the next annual general meeting. One third of trustees must retire at each annual general meeting, but a retiring trustee who remains qualified may be reappointed.

New trustees are provided with comprehensive information covering the charity and its work, together with the roles and responsibilities that they are expected to fulfil. Throughout their tenure, all trustees are encouraged to take part in relevant training and development events (funded by the charity as appropriate).

The trustees set the charity’s policies and take all major strategic decisions. Day-to-day operational decision-making is delegated by the trustees to the Chief Executive Officer, who reports to the trustees.

The major risks to which the charity is exposed, as identified by the trustees, have been reviewed and systems or procedures have been established to manage those risks.

Aims & Objectives

The Brigstowe Project’s objects are:

Page 2

THE BRIGSTOWE PROJECT

TRUSTEES’ REPORT FOR THE YEAR ENDED 31 MARCH 2021

We aim to enhance the quality of life for people living with or affected by HIV and other long-term health conditions in the West of England. To achieve this, our strategic objectives are as follows:

  1. Help people living with HIV and other long-term health conditions increase and maintain their independence through responsive and relevant services.

  2. Educate people about HIV and challenge stigma and discrimination.

  3. Meet the changing needs of people living with HIV and other long-term health conditions in the West of England.

  4. Secure the strength and sustainability of The Brigstowe Project into the future.

Page 3

Chonge Impact Report 2020 - 2021 11 11 umatt Page 4

Message from the chief exec

Without doubt Brigstowe’s Impact Report 2020-21 needs to start by recognising and thanking our wonderful staff, volunteers and trustees for the commitment and dedication they have shown during this period. The year to 31st March 2021 has brought huge global challenges that have effected all of us in different ways. Brigstowe staff, volunteers and trustees adapted very quickly to new ways of working and even started new services and developed existing ones.

We were fortunate that almost all our systems were already digitalised which meant that staff were able to quickly adapt to working from home. However, a great deal of time and effort was spent by staff adapting services to ensure that they could be provided online or by telephone. Staff also trained our Peer Mentor volunteers in delivering online video mentoring and supported clients to access our group peer support activities using Zoom.

Staff were also concerned about the welfare of our clients at the start of the pandemic. Many of our clients are on low incomes as well as being disproportionately affected by poor mental health and isolation. It was unclear what impact the pandemic and government restrictions would have on the people we work with. With the help of two wonderful Peer Mentor volunteers we identified emerging needs by phoning all current clients and those we had worked with in the last eighteen months to check how they were coping, practically and emotionally. As a result, we trained the two volunteers as telephone befrienders. These telephone befrienders offered clients a weekly call which was appreciated by those feeling lonely or isolated.

We also set up a Covid Response Fund to provide laptops, data packages and hardship payments to clients. We secured more than £20,000 for this purpose which made a huge difference to clients in need of assistance. We are grateful to Gilead who have provided us with a further grant of £10,000 so that we can continue to provide financial assistance to clients in the current financial year.

A key development was that in November 2020 we received a significant partnership grant from the Health Foundation for a coproduction project called Common Ambition Bristol, working with African & Caribbean heritage communities. The project started in January 2021 and aims to increase testing and reduce HIV-related stigma amongst African & Caribbean communities. The project will be evaluated by University of Bristol. We are also pleased to be partnering with African Voices Forum, Bristol City Council (Public Health team) and Unity Sexual Health.

During the year, we carried out a number of service development reviews which informed changes to our Positive Voices services and our Advice & Support Service. In particular, we have recently trained a group of Peer Facilitator volunteers who are going to lead and facilitate our peer support group sessions. We are very grateful to the individuals who are giving us their time to take up this role.

The Fast Track Cities Bristol partnership has strengthened over the last year leading to new joint projects aimed at reducing HIV transmissions and HIV stigma & discrimination. An important part of our partnership has been the involvement and contribution of people who have lived experience.

In 2018 we widened our charitable objects to include other longer term conditions and protected characteristics. Since then, we have developed a new brand and website called The Peer Partnership. The aim of The Peer Partnership is to promote and support the use of peer support for people with long term conditions or protected characteristics. Through this brand we are providing service delivery, consultancy and training services to other organisations. There has been considerable interest in our services which is now leading to a number of different commissions.

The pace of change and progress is faster than ever. Our activities are guided by our charitable objects and made possible by so many individuals and organisations that have worked with us. My thanks go to all of you who have partnered with us including our clients, staff, volunteers, trustees, partners and funders.

Rami Ghali,

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Advice & Support Service

Our advice and support service can help with a range of matters from financial to housing to employment and other issues. The service can be accessed by anyone living with or affected by HIV as many times as they need. We offer a person centred service which can range from oneoff advice to regular meetings for those who need ongoing support. Our aim is to improve the quality of life and independence of those we assist.

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£
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Quality Audit in March 2021

“ A good number of areas of good practice were identified during Brigstowe provides a valuable the assessment. Areas of good service which is needed and practice are where the organisation appreciated more than ever in has exceeded the standard to the current covid-19 situation a significant extent and/ or has[“] developed an innovative approach to service delivery ” Advice Quality Standard (AQS) ” audit report 2021

AQS audit report 2021

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Migrant & Asylum Support Service

This is a specialist service for individuals seeking asylum, experiencing immigration issues or who have been trafficked and are living with HIV. This service offers a safe, confidential and supportive space and can offer ongoing emotional and practical support.

Worked with 18 clients

85% of clients saw a reduction in poverty

80% of clients have been assisted with food bank vouchers and emergency grants

95% of clients reported a greater control in their lives

Case Study

This year we have been working with M who at the start of the pandemic was pregnant and homeless. We assisted her with legal representation and she submitted a new asylum claim. At this point she was eligible for government accommodation, but despite the growing concerns about COVID, she was moved around several temporary hostels in the London area. We collaborated with another refugee organisation and a legal specialist to have her returned to suitable accommodation in Bristol, where she could continue her specialist HIV and antenatal care, access support services and continue her education. We also referred her to a specialist midwife charity to support refugee women throughout their pregnancy and accompany them at the birth, to ensure she would not be alone. M is now living in suitable accommodation with her son, waiting for the outcome of her asylum claim.

My support worker is very helpful and is always there for me when I need her support. I will be always grateful for her continued help and Brigstowe in my life helping me when I struggle to do things myself. I can talk to my support worker about anything, during this very difficult time with COVID this is what I need. We’ve talked when I have been depressed and that has really helped me. They have also helped me with money, my bad housing problems, a laptop so I can continue with college online, food bank deliveries, and keeping connected to my friends, and others by providing internet data. Thank you so much for all your time supporting me and my baby with all the necessary needs regarding my health, food, and wellbeing.

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Positive Voices

This service encompasses a range of different programmes all designed and delivered with people living with HIV to help and support other people living with HIV. Learning to live with HIV can be difficult and even overwhelming at times. It can help to speak to someone who has been in the same position and experienced similar challenges.

Peer Mentoring

This allows individuals to meet regularly with a mentor who is living well with HIV. They can share experiences, provide emotional support and discuss coping strategies all in a safe and confidential space.

95% reported in increase in understanding and knowledge of HIV

71% reported an increase in confidence and self-esteem

100% reported feeling more integrated into their local community

57% reported an increase in confidence around disclosure

“ It was a very confusing time at first and then it slipped into a very dark time and now my situation is I’ve come to terms with things and I’ve accepted it and I can carry on about my life as if it’s not affected me. I’ve since told my mum and we are probably the closest that we have ever been. ”

Peer Mentee

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Recently Diagnosed Workshop

This workshop answers many questions individuals have when receiving an HIV diagnosis. Having the right information from the start helps people to face the future.

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Oh my goodness, I literally feel I’ve just
made the best friends, family in fact!
10 I feel we have gone on a 2-day journey
altogether these past 2 days.
attendees

RDW Attendee
HIV Awareness Training
HIV-related stigma is one of the main challenges facing people living with HIV. Involving those
with lived experience sharing their story, this training busts many myths, dispels fear and
educates participants so people living with HIV can live in a world that doesn’t discriminate.
Training developed to be delivered digitally
10 x sessions delivered
90% reported a positive change of
attitude on issues around HIV
90% reported an increase in
knowledge and understanding of HIV
Trained 4 community organisations
Project Mama African Voices Forum Rising Arts Agency Transcaf
3 people
by li
d vi
e n
r g
e
v w
i i
l t
e h
d
H
o I
C V
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Before the training I had very little knowledge about what causes HIV, what happens and how it is transmitted, I had no idea there was medication where people are able to live a healthy and happy life, I was also not aware of the extent of how much people are stigmatised and the impact of this. Thank you![“] ” Training Participant

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All-In

Our HIV peer support group which is run in partnership with THT.

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6x

Workshops
delivered
6x
Social Events
delivered
97%
of attendees reported
feeling better connected
to other people living
with HIV
100%
of workshop attendees
reported an improvement
in their knowledge or skills
following attendance
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This session helped me to learn how to deal with my mind and body by using the therapy. The method and process was simple and effective. This has changed my lifestyle how to cope with stressful situations. ” Attendee of our Mindfulness Workshop

Diabetes Peer Mentoring

Our type 2 diabetes peer mentors meet with individuals to share their own experience of living with the condition. They provide them with the right information and support to help them learn more about type 2 diabetes and live well.

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100%
of mentees increased their
confdence that they can
help prevent or reduce
problems associated with
their health
100%
of mentees increased their
confdence in being able to
manage their diabetes

Before I started mentoring my HbA1c level was
70mmol/mol and is now down to 43mmol/mol
and my latest non-HDL cholesterol level is now
below the recommended limit at 2.3mmol/L. I
have also lost 10kg since my last check. I never
thought I could change my behaviour but I
85%
of mentees increased have, much to my own amazement!
their ability to maintain
lifestyle changes

Anonymous mentee
15 Peer Mentors
18 Peer Mentees
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The Peer Partnership

The Peer Partnership launched in November 2020, with the goal of taking the model of peer support that we have used for HIV over the past 7 years, and learning the lessons of transferring this model to type 2 diabetes. The Peer Partnership will provide peer support for a greater range and variety of long-term physical and mental health conditions, and also for the first time, those living with protected characteristics. We are currently designing peer support groups for people with long COVID, and peer mentoring for students who identify as trans.

We are grateful to Quartet Community Fund who have recently given us a £20,000 grant to develop The Peer Partnership.

5 Volunteers trained who are living with long-term physical or mental health conditions to design and develop peer support programs.

Initiated and run quarterly Peer Coordinator’s Forum for organisations that currently run peer support programs

Delivered a workshop for VOSCUR for organisations wanting to implement peer support programs

Common Ambition Bristol

Common Ambition Bristol (CAB) is a 3-year community powered project led by Brigstowe and African Voices Forum (AVF), working in partnership with Unity Sexual Health, Bristol City Council and the University of Bristol (UoB) to improve HIV and sexual health services for people of African and Caribbean heritage in Bristol.

Launch: The project officially launched in February 2021 via an online event with Asher Craig, Deputy Mayor of Bristol City Council, and Robert Woolley, CEO of University Hospitals Bristol & Weston taking part. The event was well attended by a diverse set of

people and communities and explored the background to the project, how it will run, as well as outlining opportunities on getting involved. Entertainment (music and poetry) was organised by AVF which contributed to the “high energy, positive” feel. Feedback by attendees was “that it was an open, honest and inspiring event that set the tone for an incredible project”.

Community Members & Project Delivery Group (PDG): As part of our commitment to keep the community at the heart of our project we have successfully recruited our community members who are very affectionately known as the Super 6!! All our members are of African and Caribbean heritage living in Bristol with varying backgrounds, professions and experience. They are an integral part of the project along with the rest of the PDG who are made up of professionals from Brigstowe, Unity, Brook and Terrence Higgins Trust. The PDG as a whole has completed a 6 session training programme with incredible content on co-production, research and of course HIV Awareness.

Evidence Review: CAB’s research and evaluation team carried out a systematic review identifying 386 journal articles of interventions that have either increased HIV testing or reduced HIV stigma targeting African and Caribbean communities in high income western countries. Three members of the team conducted title/abstract screening and excluded 286 papers. Two members then conducted data extraction from the remaining 101 papers. Identified interventions were then presented to the PDG to inform their choice of interventions to adopt at the end of June.

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Fundraising & Campaigns

Approximately £20,000 raised:

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£5,000
generated from
World AIDS Day
Approximately £9,000
£20,000 £6,000 voluntary one-off
raised regular giving donations from
from our “Friends individuals and
of Brigstowe” organisations
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We would like to take this opportunity to thank all those individuals and organisations who have donated or fundraised and help us achieve this incredible total.

World AIDS Day 2020

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3x
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Headline Sponsors- Bristol Health Partners, Burges Salmon & DAC Beachcroft

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6x
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Free Online Events- Our main event, streamed live, included an introduction by The Mayor of Bristol, 3 diverse and engaging HIV positive speakers, an update on the city’s HIV response, CHIVA’s acclaimed short film “Life Growing Up” and an exclusive performance of a song written by Sing Out Bristol especially for the occasion. The event is still available on Brigstowe’s Facebook Live page. Other events included an online vigil, HIV Awareness Training and 3 panel discussions. Every single one of these events included at least one positive speaker sharing their powerful and inspirational stories. We pay tribute to all these individuals who had the courage to share their personal experience

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10x Media Partners
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4x
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Lunch and Learn Sessions- Through exceptional corporate leadership we delivered 4 lunch and learn sessions, strengthening our corporate relationships further. These included: Epic, NatWest, Burges Salmon LLP and RPC LLP

“ Thank you for the work you are doing for those in Bristol and the surrounding areas and thank you too for being such an excellent community partner – as a firm we can be proud to work with you. ” Managing Partner, Burges Salmon LLP

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#Undetectable2Me

This was a month long campaign running throughout August. The aim of this campaign was to let people know what being undetectable means. Asides from the science that being undetectable means that people living with HIV on treatment cannot pass it on there are a lot of other emotions and feelings that being undetectable conjures up. We involved a diverse range of individuals from people living with HIV, negative friends and family, sector professionals and City Leaders.

Video Submissions from: E4’s The Sex Clinic Doctor Naomi Sutton, Attitude Pride Award Winner and drag superstar Asifa Lahore, Founder of the U=U Campaign Bruce Richman, 80’s Legend Hazell Dean, Bristol West MP Thangam Debbonaire and Bristol City Mayor Marvin Rees

Over 1600 views

If you’d like to watch search #Undetectable2Me or Brigstowe on YouTube and Facebook

Let’s Talk About Sex

A series of information videos. 3 videos via Facebook and 1 via Instagram. These videos included information surrounding testing, prevention, treatment, stigma & relationships. 1 video was specifically aimed at black and ethnic minority communities. These were delivered in partnership with THT.

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Over 600
views
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Bristol Fast Track Cities Initiative

Brigstowe continued to be a major partner in the Bristol Fast Track Cities Initiative. In 2019 Bristol City Council joined forces with Brigstowe, the University of Bristol, Public Health England, Unity Sexual Health, North Bristol NHS Trust, Terence Higgins Trust, the CCG and members of the public to form the Bristol Fast Track Cities Steering Group, which leads, develops and directs Fast Track Cities work in Bristol. Since the Fast Track Cities declaration was signed, the Steering Group has been joined by the Children’s HIV Association (CHIVA) and Black South West Network.

We were declared a Fast Track City in 2019 and by signing the Fast Track Cities declaration, Bristol’s mayor, citizens and partners commit to:

95% per cent of people living with HIV knowing their status (Bristol is currently at 93%) Work to exceed the UNAIDS 95:95:95 95% of people with diagnosed HIV on treatment (Bristol is currently at 98%) HIV targets: 95% of people on treatment with suppressed viral loads (Bristol is currently at 97%)

Work to achieve the following goals by 2030:

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End HIV-related Improve the health,
infections in their End new HIV stigma and End preventable deaths from quality of life and
discrimination: well-being of people
cities HIV-related
Zero Stigma causes living with HIV in
their cities
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We would like to take this opportunity to thank our funders

Brigstowe, Easton Community Centre, Kilburn Street, Bristol, BS5 6AW Tel: 0117 9555038

Web: www.brigstowe.org Email: info@brigstowe.org Twitter: @brigstoweinfo Facebook: www.facebook.com/brigstowe Registered Company No: 3107835 Registered Charity No: 1049945

Become a Friend of Brigstowe Everyone needs friends and we at Brigstowe are no different.

Just £10 a month (the price of a cup of coffee a week) could be used to provide transport costs to one of our most destitute clients to access community services.

To donate please visit: www.brigstowe.org/donate

Support people living with HIV and help raise awareness of HIV in Bristol by making a regular monthly donation to Brigstowe.

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THE BRIGSTOWE PROJECT

TRUSTEES’ REPORT FOR THE YEAR ENDED 31 MARCH 2021

Plans for the future

We have plans to develop and improve our services and activities. We want to help more positive people and to campaign for a more equal, tolerant and fair society.

During 2021/22 we will:

  1. Employ an Engagement Support Worker from January 2022 following a recent funding award. This will be a one year pilot project to support people living with HIV who are struggling to adhere to their medication and/or attend HIV clinic appointments, working closely with local HIV clinicians.

  2. Continue to develop our HIV peer support services following continuation / new funding awards in summer 2021. In particular, we will train Peer Facilitators (volunteers who are themselves living with HIV) to take the lead and/or host our group peer support events.

  3. Start delivering interventions developed by and for African & Caribbean heritage communities through Common Ambition Bristol. The project aims are to increase HIV testing and reduce HIV stigma.

  4. Develop the peer support services that we are able to offer for other long-term health conditions. We have already developed a new brand called The Peer Partnership with its own website. We will continue to provide peer support for people with type 2 diabetes and have recently been commissioned to provide peer support groups for people with Long COVID. In addition to direct peer support services we will provide consultancy support to assist other organisations and groups to set up and provide a wide range of peer support services.

  5. Start work to refresh our main Brigstowe website to make it more appealing, accessible and informative.

  6. Carry out an Equality, Diversity and Inclusion Audit of our organisation as a whole. This will be facilitated by an external consultant and will include the views of clients, volunteers, staff and trustees. This work has recently started and we anticipate it continuing over a six month period. Our aim is to ensure that the charity works towards greater equity, diversity and inclusion both within the organisation and through influencing the external environment.

Public benefit

The trustees have complied with the duty in section 4 of the Charities Act 2011 to have due regard to public benefit guidance published by the Charity Commission.

Financial review

The charity made a deficit of £4,996 for the year (2020 – surplus of £28,557), with a surplus of £16,002 (2020 - £26,354) on general, unrestricted funds. The charity’s financial position remains healthy. At the year end, short-term investments and cash totalled £285,962 (2020 - £294,236). Net current assets have decreased to £180,825 (2020 - £185,803).

The trustees invest reserves that are not immediately required into fixed-term cash deposits in order to generate interest income. Due to the short-term nature of commitments from some of our funders, no long-term investments are made; the maximum term on any deposit is 12 months.

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THE BRIGSTOWE PROJECT

TRUSTEES’ REPORT FOR THE YEAR ENDED 31 MARCH 2021

Reserves policy

'Reserves' describes the charity's funds that are freely available to spend. It therefore excludes restricted funds (which may only be spent in accordance with the wishes of the relevant donors), designated funds (which the trustees have committed to expend on particular assets or activities), or funds that could only be realised by disposing of fixed assets held for charity use.

The trustees view the charity's reserves as a 'buffer' to be employed in the event of unexpected costs or shortfalls in income. However, the level of reserves should not be excessive and unnecessarily limit the amount spent on charitable activities. Therefore, the trustees seek to balance the needs of future and current beneficiaries.

The trustees set the level at which reserves should be maintained after considering:

Since the charity is reliant on relatively few donors, the loss of any one is likely to result in a major impact on the charity's operations and beneficiaries. In addition, the trustees consider that the current economic climate and budgetary pressures being experienced by the charity's local government funders increase the probability of a loss of funding and difficulties in securing new funding. In response to this increased funding risk, the trustees consider it prudent to maintain a higher reserve level than would be necessary in a more secure and stable funding environment.

The trustees have determined that there should be sufficient restricted or free reserves to cover between three and six months’ expenditure for each service. Given the significant restricted funds available for the advice and support and All In services, this means that free reserves – which exclude the value of fixed assets – should be between £56,000 and £112,000.

Free reserves as at 31 March 2021 were £84,727 (2020 - £86,354). This is around the middle of the target level. Trustees are watchful for opportunities to apply reserves in productive ways to achieve the charity’s objects.

The report of the directors and trustees has been prepared in accordance with the special provisions relating to companies subject to the small companies regime within Part 15 of the Companies Act 2006.

22/12/2021

This report was approved by the directors and trustees on ………………… and signed on their behalf.

Tom Sharkey Chair of Trustee

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THE BRIGSTOWE PROJECT

INDEPENDENT EXAMINER’S REPORT TO THE TRUSTEES OF THE BRIGSTOWE PROJECT FOR THE YEAR ENDED 31 MARCH 2021

Independent examiner's report to the trustees of The Brigstowe Project ('the Company')

I report to the charity trustees on my examination of the accounts of the Company for the year ended 31 March 2021.

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 the company’s gross income exceeded £250,000 your examiner must be a member of a body listed in section 145 of the 2011 Act. I 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 accounting 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.

Neil Dando FCA

for and on behalf of Wormald & Partners, Chartered Accountants Redland House 157 Redland Road Redland Bristol BS6 6YE

Date: 21/12/21

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THE BRIGSTOWE PROJECT

STATEMENT OF FINANCIAL ACTIVITIES (incorporating an Income and Expenditure Account) FOR THE YEAR ENDED 31 MARCH 2021

Restricted General 2021 2020
funds fund Total Total
Note £ £ £ £
Income and endowments from
Donations and legacies 3 10,378 25,507 35,885 39,029
Charitable activities:
Advice and support service 4 119,505 - 119,505
118,607
Migrant advice and support service 4 28,373 - 28,373 34,273
Positive Voices 4 82,667 1,200 83,867 86,891
Client activities and events 4 7,159 - 7,159
7,583
Peer support for other long-term conditions 4 8,920 36,584 45,504 50,493
HIV awareness raising 4 - 17,433 17,433 8,060
Common Ambition Bristol 4 40,220 - 40,220 -
Covid-19 Client Welfare 4 16,545 - 16,545 -
Other trading activities 5 -
2,354
2,354 4,278
Investments 6 -
1,516
1,516
2,353
**������� ** **������� ** **������� ** �������
Total income 313,767 84,594 398,361 351,567
**������� ** **������� ** **������� ** �������
Expenditure on
Raising funds 7 4,066 19,283 23,349 16,354
Charitable activities:
Advice and support service 7 120,019 - 120,019
116,754
Migrant advice and support service 7 32,766 - 32,766 34,359
Positive Voices 7 84,663 - 84,663 84,502
Client activities and events 7 3,851 - 3,851
6,426
Peer support for other long-term conditions 7 8,920 44,543 53,463 43,721
HIV awareness raising 7 14,636 - 14,636 20,445
Common Ambition Bristol 7 46,718 - 46,718 -
Covid-19 Client Welfare 7 19,126 - 19,126 -
Other charitable activities 7 -
4,766
4,766
449
**������� ** **������� ** **������� ** �������
Total expenditure 334,765 68,592 403,357 323,010
**������� ** **������� ** **������� ** �������
Net income / (expenditure) and net
movement in funds for the year
(20,998) 16,002 (4,996) 28,557
Reconciliation of funds
Fund balances brought forward 103,863 88,685 192,548 163,991
Transfer between funds 16,543 (16,543) - -
**������� ** **������� ** **������� ** �������
Fund balances carried forward 16 99,408 88,144 187,552 192,548
**������� ** **������� ** **������� ** �������

There are no recognised gains or losses for the year other than those included in the statement of financial activities.

All income and expenditure has arisen from continuing activities.

The notes on pages �� to �� form part of these financial statements.

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THE BRIGSTOWE PROJECT Registered Company Number 03107835 BALANCE SHEET AS AT 31 MARCH 2021

2021 2020
Note £ £ £ £
Fixed assets
Tangible assets 12 6,727 6,745
Current assets
Debtors 13 53,666 8,669
Short-term investments 14 81,990 80,600
Cash at bank and in hand 203,972 213,636
������� �������
339,628 302,905
Current liabilities
Creditors: amounts falling due within one year 15 (158,803) (117,102)
������� �������
Net current assets 180,825 185,803
������� �������
Total assets less current liabilities 187,552 192,548
������� �������
Net assets 187,552 192,548
������� �������
The funds of the charity
Restricted funds 16 99,408 103,863
General fund 16 88,144 88,685
������� �������
187,552 192,548
������� �������

For the year ended 31 March 2021, the charity was entitled to exemption from an audit under section 477 of the Companies Act 2006.

The members have not required the charity to obtain an audit of its financial statements for the year ended 31 March 2021 in accordance with section 476 of Companies Act 2006.

The trustees acknowledge their responsibilities for

These financial statements have been prepared in accordance with the special provisions of Part 15 of the Companies Act 2006 relating to small charitable companies and in accordance with Section 1A of Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2015).

The financial statements were approved and authorised for issue by the trustees and were signed on their behalf on 22 December 2021.

Dominic Eastham Trustee and treasurer

The notes on pages �� to �� form part of these financial statements.

Page ��

THE BRIGSTOWE PROJECT

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2021

1. STATUTORY INFORMATION

The Brigstowe Project is a charitable company, limited by guarantee, registered in England and Wales. The charitable company’s registered number and registered office address can be found under ‘Legal and administrative details’ on page 1.

2. ACCOUNTING POLICIES

2.1 Basis of preparation of the financial statements

The financial statements 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 2015)’, Section 1A “Small Entities” of Financial Reporting Standard 102 (FRS 102) ‘The Financial Reporting Standard applicable in the UK and Republic of Ireland’, and the Companies Act 2006.

The charitable company meets the definition of a public benefit entity under FRS 102. The financial statements have been prepared under the historical cost convention.

2.2 Income

Incoming resources are recognised in the statement of financial activities when:

Grants are recognised in the statement of financial activities when received or receivable, whichever is earlier, unless they relate to a specific future period, in which case they are deferred. Grants have been included as income from charitable activities where these amount to a contract for services, but as donations and legacies otherwise.

Other income is credited to the statement of financial activities when receivable.

2.3 Expenditure and liabilities

Expenditure is recognised on an accruals basis as a liability is incurred. Expenditure includes any irrecoverable value added tax.

Liabilities are recognised as soon as there is a legal or constructive obligation as a result of past events 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.

Costs of raising funds are associated with generating income from all sources other than from undertaking charitable activities. They consist of the costs of identifying and applying for funding and the costs of other trading activities.

Direct charitable expenditure comprises the staff and other costs directly attributable to activities that contribute to the achievement of the charitable objects. Items of expenditure which contribute directly to the output of more than one activity are allocated to each of the activities based on estimated staff time.

Support costs are costs that, whilst necessary to deliver a charitable activity, do not themselves produce or constitute the output of the charitable activity. These are apportioned on the basis of direct staff time.

Governance costs are support costs associated with strategic management and compliance with constitutional and statutory requirements. These costs include the examination of the statutory financial statements, the costs of trustee meetings and the annual general meeting.

Page � 1

THE BRIGSTOWE PROJECT

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2021

2. ACCOUNTING POLICIES (continued)

2.4 Tangible assets and depreciation

Tangible fixed assets are stated at cost less depreciation. Deprecation is provided at rates calculated to write off the cost of fixed assets, less their estimated residual value, over their estimated useful economic lives as follows:

Fixed assets are reviewed for impairment where there are indications their service potential may be reduced. For example, an asset related to a specific activity will be reviewed for impairment when there are indications the activity may cease or be reduced.

2.5 Fund accounting

Restricted funds comprise income received to be used for particular restricted purposes within the objects of the charity, less associated costs. Restrictions arise when specified by the donor or when funds are raised for particular restricted purposes. The aim and use of each restricted fund is set out in the notes to the financial statements where material.

General funds are unrestricted funds available for use at the discretion of the trustees in furtherance of the general objectives of the charity.

2.6 Pensions

The charity contributes 6% of gross salary into employees' personal pension plans. The pension charge represents the amounts payable by the charity to such plans in respect of the year.

3. DONATIONS AND LEGACIES

2021 2020
£ £
Donations (including related gift aid) 20,051 22,982
Membership dues 1 -
National Lottery Awards for All 15,833 4,167
The Make A Difference Trust - 11,880
������� �������
35,885 39,029
������� �������

Of the £35,885 (2020 - £39,029) received from donations and legacies, £10,378 (2020 - £16,047) was restricted funds and £25,507 (2020 - £22,982) was general funds.

Page ��

THE BRIGSTOWE PROJECT

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2021

4. INCOMING RESOURCES FROM CHARITABLE ACTIVITIES

2021 2020
£ £
Advice and support service
Bristol City Council 89,919 87,958
Henry Smith Charity 11,386 12,449
North Somerset Council 8,240 8,240
South Gloucestershire Council 8,960 8,960
Bristol Wessex Billing Services Ltd 1,000 1,000
������� �������
119,505 118,607
Migrant advice and support service
MAC AIDS Fund 10,500 16,750
Lloyds Bank Foundation 17,873 17,523
������� �������
28,373 34,273
Positive Voices
Big Lottery Fund grant 65,684 62,719
Henry Smith Charity 15,063 18,616
South Gloucestershire Council 1,920 1,920
HIV awareness training 1,200 3,636
������� �������
83,867 86,891
Client activities and events
Bristol City Council 5,239 5,618
South Gloucestershire Council 1,920 1,920
Member contributions - 45
������� �������
7,159 7,583
Peer support for other long-term conditions
Bristol Community Health 28,500 50,493
Quartet Foundation 8,920 -
Coronavirus Job Retention Scheme 8,084 -
������� �������
45,504 50,493
HIV awareness raising
MobPrESH – Mobilising for PrEP & Sexual Health - 8,060
Bristol City Council Public Health 17,433 -
������� �������
17,433 8,060
Common Ambition Bristol
The Health Foundation 40,220 -
������� �������
40,220 -
Covid-19 Client Welfare
Gilead Sciences Ltd 7,000 -
Lloyds Bank Foundation 6,045 -
Quartet Foundation 3,000 -
Groundwork 500 -
������� �������
16,545 -
������� �������
Total income from charitable activities 358,606 305,907
������� �������

Of the £358,606 (2020 - £305,907) received from charitable activities, £303,389 (2020 - £243,718) was restricted funds and £55,217 (2020 - £62,189) was general funds.

Page ��

THE BRIGSTOWE PROJECT

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2021

5. INCOME FROM OTHER TRADING ACTIVITIES

General General
funds funds
2021 2020
£ £
Peer support development work - 2,000
Charges for facilities 1,954 2,128
Other income generating activities 400 150
������� �������
2,354 4,278
������� �������
NVESTMENT INCOME
General General
funds funds
2021 2020
£ £
Interest on bank deposits 1,516 2,353
������� �������
1,516 2,353
������� �������

6. INVESTMENT INCOME

7. RESOURCES EXPENDED

Support
Direct
Direct
costs Total Total
staff costs
other costs
(note 8) 2021 2020
£ £ £ £ £
Costs of raising funds:
Fundraising events 16,037 2,770 4,542 23,349 16,354
**������� ** **������� ** **������� ** **������� ** �������
16,037
2,770
4,542 23,349
16,354
Costs of charitable activities:
Advice and support service 71,855 2,464 45,700 120,019 116,754
Migrant advice and support service 19,813 1,193 11,760 32,766 34,359
Positive Voices 51,022 4,550 29,091 84,663 84,502
Client activities and events 1 931 2,919 3,851 6,426
Peer support for other long-term
conditions
42,807 1,099 9,557 53,463 43,721
HIV awareness raising 14,757 (121) - 14,636 20,445
Common Ambition Bristol 5,937 35,213 5,568 46,718 -
Covid-19 Client Welfare 3,300 15,826 - 19,126 -
Other charitable activities - 4,548 218
4,766
449
**������� ** **������� ** **������� ** **������� ** �������
209,492 65,703 104,813 380,008 306,656
**������� ** **������� ** **������� ** **������� ** �������
225,529 68,473 109,355 403,357
323,010
**������� ** **������� ** **������� ** **������� ** �������

Of the £23,349 (2020 - £16,354) of expenditure on raising funds, £4,066 (2020 - £nil) was restricted funds and £19,283 (2020 - £16,354) was general funds.

Of the £380,008 (2020 - £306,656) of expenditure on charitable activities, £330,699 (2020 - £257,562) was restricted funds and £49,309 (2020 - £49,094) was general funds. Within restricted expenditure on charitable activities was £65,684 (2020 – £63,446) relating to the Big Lottery Fund grant.

Page ��

THE BRIGSTOWE PROJECT

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2021

8. SUPPORT COSTS

Peer
Advice Client support
and Migrant activities for other
support advice and Positive and long-term
service support Voices events conditions
£ £ £ £ £
Support staff costs 29,025 7,447 18,492 1,854 3,973
Recruitment, training and other
staff costs
840 169 414 36 589
Bookkeeping 1,037 265 667 73 152
Insurance 1,150 158 398 47 (35)
Premises costs 7,220 1,854 4,653 469 902
Office equipment and IT support 2,124 548 1,424 101 2,160
Photocopying, printing,
stationery and postage
566 143 312 34 161
Telephone 864 221 550 232 149
Networking and service
development - - - - -
Depreciation 864 222 907 57 109
Profit on disposal of fixed assets - - - - -
Publicity - - 84 - 990
Legal and professional fees 486 129 277 (2) 17
Other support costs 473 335 321 18 94
Fundraising consultants 2,033 527 1,342 164 476
Governance costs (note 9) 1,051 269 592 - 296
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47,733 12,287 30,433 3,083 10,033
������ ������ ������ ������ ������
Common
Other
Ambition
charitable
Total
Total
Bristol
activities
2021
2020
£
£
£
£
Support staff costs 3,168
-
63,959 60,853
Recruitment, training and other
staff costs
156
35
2,239 126
Bookkeeping 80
-
2,274
1,863
Insurance -
-
1,718
1,237
Premises costs 737
-
15,835 15,275
Office equipment and IT support 405
5
6,767
4,232
Photocopying, printing,
stationery and postage
75
-
1,291
2,427
Telephone 98
-
2,114
3,773
Networking and service
development
-
-
-
254
Depreciation 85
-
2,244
2,249
Profit on disposal of fixed assets -
-
-
-
Publicity - 84 1,158
399
Legal and professional fees 210
-
1,117
1,193
Other support costs 69
94
1,404
2,086
Fundraising consultants -
-
4,542
-
Governance costs (note 9) 485
-
2,693
2,960
������ ������ ������ ������
5,568
218
109,355
98,927
������ ������ ������ ������

Page ��

THE BRIGSTOWE PROJECT

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2021

9. GOVERNANCE COSTS

2021 2020
£ £
Annual general meeting costs - 20
Independent examination fees 1,956 2,240
Other costs 737 700
������� �������
2,693 2,960
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10. STAFF COSTS AND NUMBERS

2021 2020
£ £
Wages and salaries 255,798 231,291
Social security costs 18,344 16,554
Pension costs 15,346 14,351
������� �������
289,488 262,196
������� �������

The average headcount number and number of full-time equivalent (FTE) employees for the year was:

2021 2020 2021 2020
Headcount Headcount FTE FTE
Direct charitable work 8.2 7.5 6.3 5.6
Management and support staff 2.5 2.5 2.5 2.5
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10.7 10.0 8.8 8.1
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No employees earned more than £60,000 during the year (2020 - none).

11. TRUSTEE REMUNERATION AND RELATED PARTY TRANSACTIONS

One trustee (2020 - one) was reimbursed £77.50 (2020 - £75) for the total cost of a trustee meal.

Management purchased small gifts of appreciation for each of the trustees; the total amount of charity funds used was £165 (2020 - £110).

Page ��

THE BRIGSTOWE PROJECT

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2021

12. TANGIBLE ASSETS

Office Fixtures
equipment and fittings Total
£ £ £
Cost
At 1 April 2020 14,854 3,634 18,488
Additions 1,990 236 2,226
Disposals - - -
������� **������� ** �������
At 31 March 2021 16,844 3,870 20,714
������� **������� ** �������
Depreciation
At 1 April 2020 9,333 2,410 11,743
Charge 1,878 366 2,244
Disposals - - -
������� **������� ** �������
At 31 March 2021 11,211 2,776 13,987
������� **������� ** �������
Net book value
At 31 March 2021 5,633 1,094 6,727
������� **������� ** �������
At 1 April 2020 5,521 1,224 6,745
������� **������� ** �������
**13. ** DEBTORS
2021 2020
£ £
Prepayments 2,596 3,414
Accrued income 49,870 3,900
Other debtors 1,200 1,355
������� �������
53,666 8,669
������� �������
**14. ** SHORT-TERM INVESTMENTS
£
Fixed-term cash deposits at 1 April 2020 80,600
Additions -
Interest earned 1,390
Withdrawals -
�������
Fixed-term cash deposits at 31 March 2021 81,990
�������

Page ��

THE BRIGSTOWE PROJECT

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2021

15. CREDITORS: Amounts falling due within one year

2021 2020
£ £
Trade creditors 4,109 749
Social security and other taxes 6,642 5,008
Other creditors 1,135 2,543
Accruals 36,851 3,470
Deferred income 110,066 105,332
������� �������
158,803 117,102
������� �������

The charity has deferred income arising from grants for services to be supplied for periods spanning the year end. £110,066 (2020 - £105,332) of deferred income arose in the year and £105,332 (2020 - £68,531) was released from previous periods, leaving £110,066 (2020 - £105,332) of deferred income at the year end.

Included in other creditors at the year end are outstanding pension contributions of £1,135 (2020 - £2,543).

16. MOVEMENTS IN FUNDS

1 April Incoming Resources Fund 31 March
2020 resources expended Transfers 2021
£ £ £ £ £
Restricted funds
Information, advice and
support services funds
90,988 148,878 (154,872) - 84,994
All In fund 7,093 7,159 (3,992) - 10,260
Local Sustainability
Fund
2,980 - (745) - 2,235
Positive Voices
fund
1,419 83,867 (85,786) 1,566 1,066
HIV Awareness Raising
Fund
526 5,833 (14,637) 8,278 -
Common Ambition Bristol - 40,220 (46,683) 6,463 -
Covid-19 Client Welfare
fund
- 18,890 (19,126) 236 -
North Somerset Capital
Grant
15 - (4) - 11
Other restricted funds 842 8,920 (8,920) - 842
**������� ** ������� ������� ������� �������
103,863 313,767 (334,765) 16,543 99,408
**������� ** ������� ������� ������� �������
Unrestricted funds
General fund 88,685 84,594 (68,592) (16,543) 88,144
**������� ** ������� ������� ������� �������

Page ��

THE BRIGSTOWE PROJECT

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2021

16. MOVEMENTS IN FUNDS (continued)

1 April Incoming Resources Fund 31 March
2019 resources expended Transfers 2020
£ £ £ £ £
Restricted funds
Information, advice and
support services fund
88,543 152,880 (150,435) - 90,988
All In fund 5,896 7,583 (6,386) - 7,093
Local Sustainability
Fund
3,974 - (994) - 2,980
Positive Voices
fund
1,891 83,255 (84,221) 494 1,419
HIV Awareness Raising
Fund
- 16,047 (15,521) - 526
North Somerset Capital
Grant
20 - (5) - 15
Other restricted funds 842 - - - 842
������� ������� ������� ������� �������
101,166 259,765 (257,562) 494 103,863
������� ������� ������� ������� �������
Unrestricted funds
General fund 62,825 91,802 (65,448) (494) 88,685
������� ������� ������� ������� �������

The information, advice and support services funds are for provision of the advice and support service and the migrant advice and support service, including appropriate contributions to the charity’s overheads. This fund is the amalgamation of two funds reported separately in earlier years: the housing related support fund and the information and advice, and migrant advice and support services fund. Following the merger of the housing-related support service and information and advice service on 1 April 2018, there is no longer any substantive difference between the two funds.

The All In fund is to support the All In group's activities, including contributions to staff costs and overheads.

The Local Sustainability Fund grant was to help The Brigstowe Project become more sustainable by reviewing and transforming the organisation’s operating models. The grant has been fully spent; the remaining balance represents the net book value of the fixed assets purchased with the grant and will be utilised as those assets are depreciated.

The Positive Voices fund is for the provision of peer support, recently diagnosed groups and HIV awareness training, including appropriate contributions to the charity’s overheads.

The HIV Awareness Raising fund is for raising awareness of HIV and tackling discrimination.

The North Somerset Capital Grant fund is for capital expenditure and the provision of the charity's premises and facilities. This grant has now been fully spent; the remaining balance represents the net book value of the fixed assets purchased with the grant and will be utilised as those assets are depreciated.

The Common Ambition Bristol fund supports the charity’s work with people of African and Caribbean heritage to reduce HIV transmission in Bristol. This project is supported by the Health Foundation, committed to bringing about better health and health care for people in the UK.

Page ��

THE BRIGSTOWE PROJECT

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2021

The Covid-19 Client Welfare fund is for the provision of emergency support for clients living with HIV. Support provided includes emergency payments for living expenses and the provision of laptops, mobiles and data packages.

17. ANALYSIS OF NET ASSETS BETWEEN FUNDS

Restricted Unrestricted Total
funds funds 2021
£ £ £
Fund balances at 31 March 2021 are represented by:
Tangible fixed assets 3,310 3,417 6,727
Current assets 171,655 167,973 339,628
Current liabilities (75,557) (83,246) (158,803)
������� ������� �������
Total net assets at 31 March 2021 99,408 88,144 187,552
������� ������� �������
Restricted Unrestricted Total
funds funds 2020
£ £ £
Fund balances at 31 March 2020 are represented by:
Tangible fixed assets 4,414 2,331 6,745
Current assets 159,526 143,379 302,905
Current liabilities (60,077) (57,025) (117,102)
������� ������� �������
Total net assets at 31 March 2020 103,863 88,685 192,548
������� ������� �������

Page ��