Company no. 03377199 Charity no. 1063226
## **The Carers Centre (Bristol & South Gloucestershire) Report and Audited Financial Statements**
**31 March 2023**
## **The Carers Centre (Bristol & South Gloucestershire)**
## **Reference and administrative details**
|**Reference and administrative details**|**Reference and administrative details**||
|---|---|---|
|**For theyear ended 31 March 2023**|||
|**Company number**|03377199||
|**Charity number**|1063226||
|**Registered office and**|The Vassall Centre||
|**operational address**|Gill Avenue||
||Bristol||
||BS16 2QQ||
|**Status**|The Carers Centre (Bristol and South Gloucestershire) is known locally as||
||Carers Support Centre (CSC).||
|**Trustees**|Trustees, who are also directors under company law, who served during||
||the year and up to the date of this report were as follows:||
||Mary Whittington|Chair|
||Andy Bell|Treasurer (Deceased 6 September 2023)|
||Jennifer Cheshire||
||Graham Hunt|(Appointed 15 September 2023)|
||Sian Jones||
||Jamie Lavis|(Resigned 1 September 2022)|
||Pearl Raymond||
||Jennifer Tomkinson||
||Louise Winn||
|**Company secretary**|Tim Poole||
|**Chief Executive Officer**|The Trustees delegate the day-to-day leadership and management of the||
||organisation to the Chief Executive Officer, Mr Tim Poole.||
|**Bankers**|Virgin Money||
||5 Northgate Street||
||Gloucester||
||GL1 2AH||
|**Auditors**|Godfrey Wilson Limited||
||Chartered accountants and statutory auditors||
||5th Floor Mariner House||
||62 Prince Street||
||Bristol||
||BS1 4QD||
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## **The Carers Centre (Bristol & South Gloucestershire)**
## **Report of the trustees**
## **For the year ended 31 March 2023**
The trustees present their report along with the financial statements of the charity for the year ended 31 March 2023.
Reference and administrative information set out on page 1 forms part of this report. The financial statements comply with current statutory requirements, the Memorandum and Articles of Association and the Statement of Recommended Practice - Accounting and Reporting by Charities (effective from January 2019).
## **Governance and Management**
## **Governing document**
The Carers Centre (Bristol and South Gloucestershire) is a registered charity and a company limited by guarantee and is governed by its Articles and the Companies Act 1985, 2006 and the Charities Act 2006, 2011. It is known locally as Carers Support Centre (CSC) and is a network partner of Carers Trust. Whilst benefiting from access to resources and support through this membership, it retains full autonomy over local policy, governance and procedures.
## **Risk review**
All identified risks are allocated to the relevant subcommittee of the board to monitor. The Board of Trustees delegates the evaluation of risks to the relevant subcommittees, which meet quarterly to review and update the risk register. Major risks and/or new or increasing risks are reviewed by the full board quarterly.
Internal risks are minimised by the implementation of effective internal control procedures, which ensure both appropriate authorisation of all transactions and consistent quality of delivery for all operational aspects of the charity. These procedures are periodically reviewed for their continuing effectiveness.
The risk register was updated throughout the year and is a standing item for discussion at all Subcommittee meetings, namely:
- Finance & General Purposes Subcommittee (FSC);
- Personnel Subcommittee (PSC);
- Fundraising Subcommittee (FSC); and
- Remuneration Subcommittee (RSC).
All subcommittees have terms of reference which are reviewed annually and usually report back to the Board of Trustees before any decisions are taken.
## **Organisational structure**
The CEO is responsible for the day-to-day running of the organisation and line manages a Senior Management Team and Policy and Engagement Lead. The CEO will take decisions on a day-to-day basis and refer to the chair of Trustees when appropriate.
A board of Trustees, who are also the company directors, are legally responsible for the organisation and governance of CSC.
A joint Trustee board and senior management team strategic plan is produced annually with quarterly update reports provided to Trustees.
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## **The Carers Centre (Bristol & South Gloucestershire)**
## **Report of the trustees**
## **For the year ended 31 March 2023**
## **Appointment of Trustees**
At each Annual General Meeting one-third of the Trustees who are subject to retirement by rotation shall retire. The Trustees to retire by rotation are those who have been longest in office since their last appointment or reappointment. A retiring member is eligible for re-election.
The Charitable Company can from time to time by ordinary resolution increase or reduce the number of Trustees and determine in what rotation such increased or reduced numbers shall go out of office. The board of Trustees shall have the power at any time to appoint any person to be a Trustee against determined criteria to provide a balanced board skill set including carers with lived experience. The Charitable Company may, by ordinary resolution, of which special notice has been given, remove any Trustee.
During the last twelve months one trustee appointment to the board has been made. In September 2023, Graham Hunt was appointed as a Trustee. Graham joins with significant charity trustee board experience supporting carers and cared for as well as having had a successful career in business. Graham is also a management accountant.
During the financial year, Jamie Lavis resigned as a Trustee in September 2022 due to his increasing work commitments.
Sadly, in September 2023, Andy Bell passed away. Andy had been long associated with Carers Support Centre as well as other local charities. He supported the financial management of the charity in his role of Treasurer for a number of years, a role which he performed with great commitment. Andy will be sorely missed by his fellow trustees, staff, carers, friends and family.
## **Trustee induction and training**
A skills audit and review of Trustee board meetings takes place annually. The outcomes of this are reviewed and used to inform future recruitment, training and development.
Trustees will have an annual review meeting with the Chair of Trustees, where performance and individual training and development needs are discussed. All Trustees are also invited to attend ‘snapshot’ training sessions, as and when appropriate. Trustees are encouraged to choose a specific work area to take a lead on and liaise with the specific Senior Manager, provide feedback on activity to the board of Trustees and raise any issues and developments, as appropriate.
The Board are currently in the process of implementing a renewed Board Performance Review process.
## **Networks and partnerships**
CSC works in partnership both strategically and operationally with all sectors across Bristol and South Gloucestershire to raise carer awareness, increase identification and provision of support services.
CSC is a network partner of Carers Trust and can access the support from Carers Trust Network Support Manager for any governance support, advice and training. The Chair and CEO can attend quarterly regional meetings to keep abreast of developments within Carers Trust and to network with CEOs and Trustees from other organisations across the South West. Carers Trust also holds an annual National Conference, which an allocated Trustee, along with the CEO, can attend, where there are specific workshops related to governance and networking opportunities.
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## **The Carers Centre (Bristol & South Gloucestershire)**
## **Report of the trustees**
## **For the year ended 31 March 2023**
## **Pay and remuneration**
The organisation has a remuneration policy. Levels of remuneration are recommended by the CEO and considered by both the Personnel Subcommittee, to determine fairness etc. and the Finance Subcommittee, to consider affordability. A joint recommendation is then put to the full Board for a decision to be made.
This process is also used to:
- determine and keep under review the salary banding of all staff, using such market comparators as it deems suitable and taking account of the nature of the posts being considered;
- determine any annual percentage ‘cost of living’ change;
- consider recommendations from the Chief Executive (or Chair if in relation to the Chief Executive) following review of roles and responsibilities for individual team members;
- determine whether there should be any salary increases for staff members following review of applications submitted;
- determine and review the remuneration of the Chief Executive;
- ensure compliance with current pension law (auto enrolment) in accordance with legal requirements; and
- ensure that contractual terms on any termination of employment are fully met to protect both the individual and the charity.
## **Vision, Mission, Objectives and Activities**
On the back of a recommendation from the Organisational Review, we undertook a review of our organisational Strategy, Mission and Values. This involved working with Trustees, staff, and carers and resulted in a new strategy being signed off, summary below:
## **Our vision:**
_**‘A better life for carers of all ages where they are recognised, valued and supported in their caring role and empowered to fulfil their own aspirations.’**_
## **Our mission:**
- _**We will support carers’ emotional, physical and financial health and wellbeing, building their resilience and confidence;**_
- _**We will listen to and amplify carers’ voices, enabling them to have a strong and independent influence on policy and services;**_
- _**We will support carers to be free from inappropriate levels of care and able to live a life of their own; and**_
- _**We will raise awareness of carers and the issues they face, leading to communities and organisations where carers feel recognised, welcome and supported.**_
## **Our values:**
- _**Co-productive**_
_We will be led by carers’ needs involving them in service planning and development and encouraging other organisations to do the same;_
- _**Listening and learning**_
_We will constantly review and refine our services, developing and sharing good practice;_
- _**Collaborative and connected**_
- _We will be collaborative in our approach to supporting carers, working closely with partner organisations and communities to provide holistic, sustainable support;_
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## **The Carers Centre (Bristol & South Gloucestershire)**
## **Report of the trustees**
## **For the year ended 31 March 2023**
- _**Empowering** We will be enabling in our approach to supporting carers, building resilience and confidence, empowering them to achieve their own goals; and_
- _**Valuing people** We will treat staff, volunteers and those we work with, with respect and kindness, valuing diversity and the contribution they make._
## **Underpinning our strategy are our key strategic aims:**
**1.** _**Achieving carer outcomes** – supporting and empowering carers to achieve a better quality of life, through provision of a wide range of responsive services._ We will:
- a. Continually enhance existing services through monitoring, impact measurement and development;
- b. Identify gaps in service provision and develop new services that are responsive to the varying and diverse needs of carers;
- c. Support carers to eliminate inappropriate caring; and d. Improve collection and analysis of data, to inform service delivery.
**2.** _**Extending our reach** – identifying carers not in contact with support services to make them aware of Carers Support Centre and what we offer._ We will:
- a. Promote our services, so more people can self-identify as carers, and access our services;
- b. Through outreach work and partnerships with local community groups, identify seldom heard carers not currently in contact with support services; and
- c. Raise awareness across all sectors and general public by increasing knowledge and understanding of carers and their issues.
**3.** _**Influential voice** – promoting co-production of our services and governance and those of other organisations, through a strong, independent voice for carers._ We will:
- a. Promote the role of carers so that they are recognised, valued and respected as expert partners in care, and part of the health and social care team;
- b. Enable carers of all ages to engage effectively with decision-makers and ensure their voices are heard;
- c. Create and promote different ways carers can input into co-production of services; and
- d. Ensure our organisation reflects carers voices through its governance and development of services.
**4.** _**Sustainability** – being a well-run charity attracting funders, commissioners, volunteers and supporters._ We will:
- a. Create a flexible staffing structure to enable sustainable development of the organisation; b. Develop fundraising and diversify the organisation’s funding base;
- c. Demonstrate high quality, impactful and value for money services;
- d. Ensure staff are supported, resourced and developed to achieve their potential;
- e. Develop volunteering to enable greater service provision and more meaningful opportunities for volunteers;
- f. Embed digital solutions to create greater efficiency and choice of services;
- g. Develop environmentally friendly premises strategy to reduce overheads, give greater community visibility and improving our carbon footprint;
- h. Adapt delivery models, developing tiered services responding to increasing demand;
- i. Provide robust governance through a diverse and skilled board, including people with lived experience of caring; and
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## **The Carers Centre (Bristol & South Gloucestershire)**
## **Report of the trustees**
## **For the year ended 31 March 2023**
- j. Consider the environmental impact in all decision making in line with our Policy.
**5.** _**Equality, diversity & inclusion** – embedding equalities across the organisation, removing barriers to accessing our services._ We will:
- a. Provide support to increase staff and volunteers’ awareness and understanding of EDI; b. Embed EDI into recruitment, service planning, delivery and governance;
- c. Set clear targets and measures for our EDI work as part of our reporting structures; and
- d. Actively engage with community/interest groups as equal partners to help develop our work and increase accessibility to our services.
**6.** _**Employer of choice** – striving to be the charity people choose to work and volunteer for, prioritising learning, where they can make a difference alongside having a good work/life balance._
- We will:
- a. Be a caring employer, providing flexible employment opportunities and promoting a healthy work/life balance;
- b. Be a learning organisation that prioritises training and development, providing staff opportunities to grow;
- c. Encourage staff understanding and responsibility of the part they play in the organisation and empower them to play an active part in the development of services;
- d. Value staff and volunteers, recognising and rewarding their contribution; e. Demonstrate fair, open and transparent leadership; and f. All communicate respectfully and clearly across the organisation.
## **Charitable objects**
CSC’s objects, as set out in the governing article are:
## **To support adult and young (children) carers residing in Bristol and South Gloucestershire who are, or were, carrying out a caring role for persons who are disabled, elderly or ill, by the provision of practical help, advice, assistance, service, advocacy and support.**
By working to the objects as detailed above the Charity satisfies the public benefit requirement, as detailed in the Charities Act 2011 by providing practical and emotional support to carers and former carers in need, thereby improving their health, well-being and overall quality of life. Further evidence on public benefit can be found throughout this report and in the organisation’s annual review.
We have referred to the guidance contained in the Charity Commission’s general guidance on public benefit when reviewing our aim and objectives and in planning our future activities. The Trustees consider how planned activities will contribute to the aims and objectives they have set.
CSC aims to provide information and support for carers, raise awareness of carers’ issues and involve carers in the planning and provision of services to meet their needs.
Our aim is to improve the emotional, social, financial and practical situation of the individual carers we support, and to work towards better support for, and understanding of, carers generally within the area of Bristol and South Gloucestershire.
## **Principles for achieving objectives**
CSC seeks to achieve its aims and outcomes through the following principles:
- a. Through adhering to key values as outlined above; and
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## **The Carers Centre (Bristol & South Gloucestershire)**
## **Report of the trustees**
## **For the year ended 31 March 2023**
- b. Through ensuring attention is given to quality and equality:
- having appropriately trained and supported paid and unpaid team members, to provide emotional, practical and information support services to carers in Bristol and South Gloucestershire;
- working to an outreach three-tiered conversation model and in partnership with locality based voluntary and statutory agencies;
- ensuring that CSC services are open to all carers in the area, regardless of age, caring situation or protected characteristic; and
- working to an equal opportunities and diversity policy, and from a disability equality perspective, which supports carers whilst recognising the rights and needs of the people they care for.
## **Significant activities**
The significant activities undertaken in furtherance of these objectives are:
- The CarersLine telephone and CarersOnline advice service;
- ▪ Telephone counselling;
- Production and distribution of a carers’ magazine;
- Individual 1:1 support through carers’ support workers;
- Locally based support in outreach settings;
- Provision of benefits advice, carers' assessments, emergency cards, emotional and practical support, advocacy, short breaks, carers' groups, activities and signposting;
- Volunteer led short break and befriending services;
- Support for and identification of young carers and young adult carers. Development of multiagency strategies to recognise and support their needs, taking a whole family approach to providing support to young carers and their families;
- Provision of carer engagement and involvement mechanisms to support the carers’ voice and work in partnership with health, social care and other providers to develop and improve services that meet carers’ needs;
- Support for carers during hospital discharge and ensuring that they are recognised and valued as true partners in care thus avoiding the potential for the caring situation to break down and costly readmissions to hospital;
- GP and Hospital Liaison work to develop and sustain an information and advice service based in GP practices and hospitals;
- Provision of advice, information and support specifically to parent carers of disabled children or with a life limiting condition; and
- Carers Walk and Talk service.
## **Achievements and Performance**
Here at Carers Support Centre, we are driven by one simple goal:
“A better life for carers of all ages”.
What a ‘better life’ looks like is different for every carer. For some it’s feeling less lonely and isolated, for others it could be being financially better off, having better access to support for themselves and their loved one, or it’s simply the comfort of knowing there is someone there for them in their time of need. For young carers it’s often being able to enjoy a childhood or succeed at school. Everything we do is driven by the individual needs of carers across Bristol and South Gloucestershire.
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## **The Carers Centre (Bristol & South Gloucestershire)**
## **Report of the trustees**
## **For the year ended 31 March 2023**
The Census 2021 results suggesting a reduction in the number of unpaid carers are not reflected in our day-to-day experience. Like most support services, be they voluntary or statutory, we are seeing an increase in demand across the board.
This is not just reflected by the numbers but also, worryingly, in the complexity of the caring responsibilities and the impact that has on carers’ health, wellbeing and personal aspirations. Overlaying all of this has been the cost-of-living crisis which has seen carers disproportionately affected, increasing their vulnerability and that of those they care for.
The support we provide has never been needed more, but we can’t do it alone. We are grateful for the collaborations we have with many other voluntary sector organisations and with our statutory partners.
CSC has successfully navigated a couple of challenging years which have been significantly disrupted by having to tender for all of our core contracts. Having secured the South Gloucestershire contracts this year, along with the Bristol contracts last year, the organisation is in a relatively stable place, albeit still facing financial challenges.
Following is a brief snapshot of some of our key achievements.
## **Adult carers**
In 2022/23, **2,338** carers turned to us for help for the first time taking the total number of carers registered with us to **15,921** .
## ▪ **CarersLine**
_Our confidential telephone information and advice line for carers._
Carers Support Centre is available to answer any questions or listen to any concerns. We make time for everyone who contacts us. Our conversations help us to understand the difficulties that carers face. CarersLine supported **3,246** carers either by phone or online.
## ▪ **Carers assessments**
- We supported **1,408** carers to secure and complete a Carer’s Assessment. Carer’s Assessments look at how caring affects lives, whether support is needed to manage the caring role and the wellbeing of the carer.
## ▪ **One-to-one support**
Based on Carers Assessments, our Carers Support Officers worked with **805** carers identifying and providing solutions for their individual and family needs.
## ▪ **Carers support groups**
- _A safe, confidential space to meet with other carers face-to-face and online - to share information and provide peer support._
During the year, **479** carers were supported through our network of community and online based support groups.
## ▪ **Carers emergency card**
_Peace of mind for carers in the knowledge that should they have accident or be taken seriously ill, carrying this card will ensure the person they care for will be kept safe._
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## **The Carers Centre (Bristol & South Gloucestershire)**
## **Report of the trustees**
## **For the year ended 31 March 2023**
During the year we issued **763** new Emergency Cards, bringing the total registered to **6,540** ensuring continuity of support should an adult carer have an accident or be taken seriously ill. If a carer has an accident/emergency or is taken seriously ill, then the card can be used to alert a 24hour emergency call centre that the person they care for needs help.
## ▪ **Wellbeing service**
_Giving carers regular telephone support and guidance through befriending, mentoring and counselling._
We commissioned an external evaluation of our Wellbeing Service in 2022 to review the achievements of our National Lottery Community Fund award. It found the pandemic has ‘changed the landscape of the need for wellbeing support’ amongst carers, the service has developed strong pathways both internally and externally and provides a value for money intervention.
The external evaluation found:
- 83% of service users reported good improvement in levels of anxiety;
- 77% felt more optimistic about life; and
- 77% had improved feelings of personal health and well-being.
- **Counselling**
_We provided professional counsellors to give carers a safe, independent and confidential space to talk about their concerns, feel listened to and respected and understood._
We provided approximately **550** hours free counselling to **86** carers. Our impact measurement throughout their time with us showed that as a result of the counselling:
- 88% reported thinking more clearly;
- ▪ 88% felt less isolated and more connected to people; and ▪ 89% felt more optimistic about their future.
## ▪ **Befriending and mentoring**
_Matching carers with trained volunteers who provide conversation, companionship and emotional support, helping carers to cope with the sense of loneliness and isolation that many feel as a result of their caring role._
_Linking up carers with a trained mentor who has experienced a similar caring situation. The mentor shares their own experience and helps the carer to understand what support is available._
We provided befriending or mentoring to 100 carers. Cares regularly tell us that having that contact with others, often people who have experienced being or are a carer is a lifeline.
## ▪ **West of England Works project**
_Employment and skills support for unpaid carers._
West of England Works aims to support young people and adults who face multiple and complex barriers to securing sustainable employment and training.
38 carers successfully completed the programme, moving from being economically inactive to being in training/education, active job searching and employment.
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## **The Carers Centre (Bristol & South Gloucestershire)**
## **Report of the trustees**
## **For the year ended 31 March 2023**
Sadly, the funding for this project came to an end at the end of the year and the service was wound down.
## ▪ **Walk and Talk**
Following a fundraising success, we’ve been delighted to offer this new service to carers, initially for two years, to run 23 Walk and Talk groups.
Through consultation with carers, we found out that they would welcome a walking service. Of the over 200 respondents, 78% welcomed the idea of walking with other carers.
Building on this, and the success of two pilot walks, Walk and Talk was developed with the triple aims of:
- improving carer physical and mental health;
- decreasing carer isolation; and
- ▪ increasing carer knowledge about help available to support them in their caring role.
The new service is proving very successful. As well as addressing isolation and lack of physical activity we are seeing over 55% of groups continuing once the programme of walks has ended, providing ongoing sustainable and mutual support to carers within their community.
## ▪ **Carers break service**
_Regular volunteer sitters in South Gloucestershire giving carers a break._
This service for carers is provided by volunteers, all of whom are trained, supported and managed by us. It enables carers to take a 2/3-hour break on a regular basis – usually weekly or fortnightly.
Our volunteers undertook **360** sits with the cared for person to give their carers a break, totalling **755** hours.
## ▪ **Training and workshops**
_Addressing the needs of carers through quality, professional training._
We provide courses to help carers manage on a day-to-day basis, particularly through our core programmes, Caring with Confidence, and Understanding and Caring for Dementia.
In addition we delivered workshops in First Aid, Mindfulness, Adapting & Recovering and Stress Management.
## ▪ **Carers liaison service**
_Support for carers through GP practices and in hospital._
## ▪ **Hospital support**
We provide help, support and advice to carers from the point of admission to discharge as a carer and/or as a patient.
The service supported **578** carers as well as providing Carer’s Surgeries and information stands.
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## **The Carers Centre (Bristol & South Gloucestershire)**
## **Report of the trustees**
## **For the year ended 31 March 2023**
## ▪ **GP support**
_A dedicated team which works with GP practices to help identify and support carers._
We have continued working with **over 50** GP practices across Bristol and South Gloucestershire. As a result of our development work and close working relationships with GP practices, they have referred **891** carers to us for support.
As part of our GP Award Scheme, we assessed **18** surgeries awarding **14** Gold and **4** Silver awards.
## **Young carers**
- **One to one support**
We work with young people in helping them to feel positive about being a young carer, feel less isolated, reduce inappropriate care, enable them to plan for their future and seek support when they need. We do this through individual and family support, activities, groups and outings.
In the last year:
- **314** young carers were referred into the service;
- We delivered **322** one-to-one support sessions (online, phone and face to face) providing support and advocacy to young carers; and
- ▪We carried out **177** young carers assessments.
Overall, **602** young carers are registered with us and receiving support, an increase of **22%** .
-
## **Young carers in schools**
_Run in partnership with Carers Trust and The Children’s Society, the Young Carers in Schools (YCiS) programme aims to increase identification of young carers, improve outcomes and provides awards for participating schools._
Starting with a baseline review of what a school is already doing for young carers, with the help of a dedicated development officer, the programme helps schools in supplying better support for young carers.
- **116** local schools have registered as YCiS schools and as part of the Bristol and South Gloucestershire young carers school leads network;
- **73** in Bristol (46% of all schools in Bristol);
- **43** in South Gloucestershire (36% of all schools in South Gloucestershire);
- **19** schools have achieved a YCiS Bronze Award; and
- ▪ **1** school has received a YCiS Silver Award.
The number of young carers referred to us from schools was **143** , up **22%** on the previous year. We were pleased to see **47** schools referring young carers to us for the very first time.
## **Young carers respite activities**
▪ _We provide a varied respite programme of day trips, residentials, groups, physical and creative activities._
All our activities are free to young carers, including transport and admissions. Activities not only give young carers some fun and a break from caring, but they also increase resilience and confidence, create lasting friendships and peer support.
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## **The Carers Centre (Bristol & South Gloucestershire)**
## **Report of the trustees**
## **For the year ended 31 March 2023**
We provided **737** breaks, enjoyed by **270** young carers.
- **Young carer voice**
- Young Carers Voice (YCV) was set up to enable young carers to be seen, heard and recognised. YCV is a group of young carers who meet monthly and act as representatives for young carers. They work hard to bring about change and make sure that Local Authorities include the needs of young carers and their families in service and policy development.
Currently, **18** young carers are active members of YCV.
As part of their work, YCV members plan and deliver workshops to professionals working with children and young people.
## **Carers engagement & involvement**
_Support for carers to get their voices heard, so they can influence health and social care provision and the services of Carers Support Centre._
## **Carers voice and policy lobbying**
As well as our role as advocates for carers, we enable carers to be heard by local policy makers to influence the development of services.
We do this by:
- keeping up with the latest research, and national and local policy changes on social care;
- ▪ organising large and small events to inform carers about these new developments and discuss the issues they experience in their everyday lives; and
- supporting a group of 15 carers to attend local partnership meetings with local council and NHS bodies to report these issues and suggest changes to local services.
One event, our Carer’s Rights Day event in November, focused on the impact of the cost-of-living crisis on carers. Eighty carers, local policy makers and professionals attended. The event was part of our work to support carers in lobbying councils to identify and support those carers significantly affected by this crisis. The result of this work was that South Gloucestershire Council now identifies carers presenting at their One Stop Shop advice centres and has ringfenced money for those carers most affected by the cost-of-living crisis.
We also supported carers to take part in focus groups and partnership meetings aimed at improving the local implementation of the new hospital discharge process. Together with carers we made sure that they were involved in this improvement process. One of the main results was that NHS staff developed clear information for carers who might be eligible for the one-off discharge grant - the grant is for household tasks or other support needed when caring for someone who is being discharged to home.
In collaboration with Your Park Bristol and Bath, we engaged carers in workshops about making parks accessible and inclusive for carers and the people they care for. This has led to the development of a pilot tool to enable carers and disabled people to audit their local parks.
In June, we submitted written and oral evidence to the South Gloucestershire Council Support for Carers Task and Finish Group. Our main recommendations for improving identification, support and information for carers were well received and included in the action plan for South Gloucestershire Carers’ Strategy.
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## **The Carers Centre (Bristol & South Gloucestershire)**
## **Report of the trustees**
## **For the year ended 31 March 2023**
## **Contribution by volunteers**
Our volunteers are an invaluable asset to Carers Support Centre, selflessly dedicating their time, energy, and skills to help others without expecting anything in return.
Like unpaid carers, the work of volunteers can often go unrecognised, but their impact is immeasurable, and we certainly wouldn’t be able to do our work so well without the support of volunteers.
During the year, we received support from **75** volunteers, **23%** of whom were carers or former carers, giving up **1,481** hours of support.
To us it’s very important that volunteering is not just one way, every opportunity should be mutually beneficial. That’s why we invest time in matching volunteers carefully to relevant opportunities that not only meet the needs of the charity but also those of the volunteers themselves. These vary from one volunteer to another, but just some of the benefits volunteers tell us they reap include:
- new skills and experience;
- confidence building;
- preparation for getting into or returning to work;
- social contact; and
- making new friends.
Working in this way, volunteering becomes much more enjoyable, fulfilling and sustainable.
Ordinarily, CSC offers many volunteering opportunities, such as:
- Trustees;
- Carers Sitting Service;
- Carer Representatives;
- Helping at events and with our carers training course/workshops;
- Carers Groups - supporting and facilitating activities;
- Breaks for Carers (Carers Time);
- Young Carer volunteers helping with activities and fundraising;
- GP Link Volunteers;
- Running workshops for adult’s carers and young carers;
- Admin CSC office support;
- CarersLine, Social Media; and
- ▪Theatre Group supporters.
A recent survey of our volunteers reported that **100%** of them would recommend volunteering for CSC.
## **News for Carers**
_Keeping carers updated and connected through our website, regular eNewsletters and our three times a year printed publication, Carers News._
During the year:
- **120,036** unique visitors to website, an over **9%** rise on the previous year;
- **3** editions of Carers News were printed, each edition was sent to an average of **10,478** carers, **5,561** carers by post, and **4,917** by email; and
- **57** targeted eNewsletters were issued.
13
## **The Carers Centre (Bristol & South Gloucestershire)**
## **Report of the trustees**
## **For the year ended 31 March 2023**
## **Fundraising**
The key drivers for Carers Support Centre to improve our fundraising performance are:
- to build on non-statutory funded services and support, better reflecting our values as a charity supporting carers as well as diversifying our sources of income.
- to allow Carers Support Centre to be more innovative and less constrained in how we support carers, now and into the future.
There will be a clear understanding from the Board and SMT about the priorities for fundraising every year. A prioritised list of ‘projects’ will be agreed which will inform the targeting of our fundraising activity. That said, we will also take advantage of ad hoc opportunities that may arise with the availability of new funding programmes.
During the year we have been successful with several funding bids. The most successful area of our fundraising is Charitable Trusts. This is not surprising as within the application process we have the opportunity to explain the need, what we do to meet that need and the impact of our support. This is harder to do when raising funds from the public at large who often respond to an emotive cause with a standout image.
We would like to thank the following for their support:
|Alpkit Foundation;|In Memoriam Of William Hancock Fund;|
|---|---|
|Bristol Brunel Lions Club;|Moira Lodge of Honour;|
|Bristol Breakfast Rotary Club;|Leonard Laity Stoate Charitable Trust;|
|Bristol Charities;|Osborne Clarke;|
|Bristol City Council Youth|Pucklechurch WI;|
|Sector Support Fund;|Project Dragonfly;|
|Bristol City Council - Your Holiday|Rotary Club of Bristol;|
|Hub Summer Programme;|Royal Edward Lodge;|
|Bristol Community Health;|South Gloucestershire Council - Area Wide|
|Bristol Masonic Benevolent Institution;|Grant and Holiday Activities and Food|
|Bristol Phoenix Choir;|Programme;|
|Carers Trust;|Sir Jules Thorn Charitable Trust;|
|Chatterton Lodge;|St James's Place Charitable Foundation;|
|Clifton Down Probus Club;|Stone King Foundation;|
|Co-op Local Community Fund;|Sunrise Foundation;|
|D'Oyly Carte Charitable Trust;|The Clifford Charity Oxford;|
|Frome Valley Lodge;|The Fulmer Charitable Trust;|
|Fulmer Charitable Trust;|The Nisbet Trust;|
|Garfield Weston Foundation;|The Thompson Charitable Trust;|
|Henry Nicholas Associates;|Thornbury Rotary Club;|
|John James Foundation;|Waitrose; and|
|John Lewis Community Matters|Warburton's Families Matter.|
|Scheme;||
We would also like to thank the many individuals who have donated individually, both one off and regular payments.
In addition, we would like to recognise our core funders, Bristol City Council, South Gloucestershire Council and BNSSG Clinical Commissioning Group, not only for their funding but also their collaboration and support.
14
## **The Carers Centre (Bristol & South Gloucestershire)**
## **Report of the trustees**
## **For the year ended 31 March 2023**
## **Financial Review**
## **Reserves**
The organisation produces its budgets using a full cost recovery model whereby the overheads and running costs are allocated across all the organisation’s budget headings and income sources.
CSC has developed a ‘winding up costs’ calculator, which is reviewed annually. We are therefore able to assess more accurately the cost of closing the charity in the event of a significant reduction in funding, which would cause the organisation to cease operating.
Given that our main funders are required to give us 3 months’ notice of Service Level Agreement termination, there is no need to hold additional running costs for a period in reserves. The revised reserves policy is therefore that only the amount needed to cease operating be held as a free reserve.
As of 31st March 2023, the winding up costs are estimated at £218K, hence this is more than covered by our current free reserves balance of £256,523. As of 30th September 2023, the winding up costs are estimated at £230K.
|**Free Reserves**|**Bfwd 1**
**April 2022**|**1 April – 31 March**
**2023**|**Cfwd 31 March 2023**|
|---|---|---|---|
||**Surplus**
**(Loss)**|**Surplus (Loss)**
**Inclusive of Fund**
**Transfer**|**Surplus (Loss)**|
|**General Reserves**|**429,807**|**23,704**|**453,511**|
|**Less FA (Investment +**
**tangible assets)**|**210,537**|**-13,549**|**196,988**|
|**Total Free Reserves**|**219,270**|**37,253**|**256,523**|
## **Principal funding sources**
Local Authority (Bristol City and South Gloucestershire Councils) and Clinical Commissioning Group (Bristol, North Somerset and South Gloucestershire) annual funding of £963,990 continues to account for the majority of our total annual income of £1,257,361 to deliver support services to carers of all ages.
Expenditure has supported achievement of the budget through the employment of staff and maintenance of premises and office functions, the provision and dissemination of information, and the provision of groups, events, breaks and young people’s activities. There has been some expenditure through small budgets to meet the needs of individual carers.
## **Investment policy**
Our aims are to:
- invest in deposit-based investments mainly with instant access but also up to 12 months tie-in;
- make all our funds earn the maximum amount of interest whilst maintaining a positive cash flow in our bank account; and
- earn more interest than the Retail Price Index (RPI) measured annually on 1 April.
15
## **The Carers Centre (Bristol & South Gloucestershire)**
## **Report of the trustees**
## **For the year ended 31 March 2023**
## **Investments**
The charity has £150,000 (cost) on investment which is managed by St James Place Wealth Management, the performance of which is detailed in the accounts. The board regularly reviews the performance of the fund through the Finance Subcommittee.
## **Funds**
The Charity regularly reviews its funds and has transferred balances from inactive or redundant budgets to projects where the service has been continued. Where funds are restricted and there is no continuation, we have contacted the funder to discuss the possibility of alternate ways of using the underspend or whether it should be paid back.
## **Restricted, unrestricted and designated funds**
We are reporting a £67,681 deficit for the financial year ending 31 March 2023.
## **Future financial position**
Like most charities, it is challenging to predict the future financial position of the charity with any great certainty, we remain concerned about the current economic and political environment that we are working in. The impact of the cost-of-living crisis is hitting CSC as well as the carers we support.
During the year we had to competitively tender for the South Gloucestershire carer services contracts. Despite the competition, we were successful in all three tenders. The tenders were for:
- £725,724 over 3 years with potential for 2 one-year extensions for Adult Carers Support;
- ▪ £162,474 over 3 years with potential for 2 one-year extensions for Health Support; and ▪ £303,300 over 3 years with potential for 2 one-year extensions for Young Carers Support.
Having secured our core Bristol contracts in the previous financial year, we now have some stability over the next 2 to 4 years. We Our core funding position is shown below:
**Carers Support Centre, Bristol & South Gloucestershire - Core Funding Streams**
|**Carers Support Centre, Bristol & South Gloucestershire- Core Funding Streams**|**Carers Support Centre, Bristol & South Gloucestershire- Core Funding Streams**|**Carers Support Centre, Bristol & South Gloucestershire- Core Funding Streams**|**Carers Support Centre, Bristol & South Gloucestershire- Core Funding Streams**|**Carers Support Centre, Bristol & South Gloucestershire- Core Funding Streams**|**Carers Support Centre, Bristol & South Gloucestershire- Core Funding Streams**|**Carers Support Centre, Bristol & South Gloucestershire- Core Funding Streams**|**Carers Support Centre, Bristol & South Gloucestershire- Core Funding Streams**|**Carers Support Centre, Bristol & South Gloucestershire- Core Funding Streams**|**Carers Support Centre, Bristol & South Gloucestershire- Core Funding Streams**|**Carers Support Centre, Bristol & South Gloucestershire- Core Funding Streams**|**Carers Support Centre, Bristol & South Gloucestershire- Core Funding Streams**|**Carers Support Centre, Bristol & South Gloucestershire- Core Funding Streams**|**Carers Support Centre, Bristol & South Gloucestershire- Core Funding Streams**|**Carers Support Centre, Bristol & South Gloucestershire- Core Funding Streams**|**Carers Support Centre, Bristol & South Gloucestershire- Core Funding Streams**|**Carers Support Centre, Bristol & South Gloucestershire- Core Funding Streams**|||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
||||||||||||||||||||||||||||||||||||
|**Funders/Services**|**Annual Valu**|**e**||**2021**||||**2022**|||**2023**||||**2024**||||**2025**||||**2026**||||**20**||**27**||**2028**||||
|**Bristol City Council**|**£133,500**||||||||||||||||||||||||||||||||||
|Young Carer Support|||||||||||||||||||||||||||||||||||
|Young Carer Assessments|||||||||||||||||||||||||||||||||||
|**Bristol City Council**|**£185,500**||||||||||||||||||||||||||||||||||
|Adult Carer Suport|||||||||||||||||||||||||||||||||||
|**Bristol City Council**|**£22,275**||||||||||||||||||||||||||||||||||
|Parent Carer Support|||||||||||||||||||||||||||||||||||
|**BNSSG CCG**|**£185,155**||||||||||||||||||||||||||||||||||
|Bristol Carers Health Project|||||||||||||||||||||||||||||||||||
|**South Gloucestershire C.C.**|**£101,100**||||||||||||||||||||||||||||||||||
|Young Care Support|||||||||||||||||||||||||||||||||||
|Young Carer Assessments|||||||||||||||||||||||||||||||||||
|**South Gloucestershire C.C.**|**£241,908**||||||||||||||||||||||||||||||||||
|Adult Carer Support|||||||||||||||||||||||||||||||||||
|**South Gloucestershire C.C.**|**£54,900**||||||||||||||||||||||||||||||||||
|S. Glos Carers Health Project|||||||||||||||||||||||||||||||||||
|**NHS Southampton**|**£75,000**||||||||||||||||||||||||||||||||||
|Walk & Talk, supporting carers in primary care|||||||||||||||||||||||||||||||||||
|**Community Lottery**|**£98,000**||||||||||||||||||||||||||||||||||
|Welllbeing Service|||||||||||||||||||||||||||||||||||
|**Big Lottery/ESF**|**£124,707**||||||||||||||||||||||||||||||||||
|Building Better Opportunities|||||||||||||||||||||||||||||||||||
|Supporting carers into employment|||||||||||||||||||||||||||||||||||
|and training|||||||||||||||||||||||||||||||||||
|Raising awareness with businesses|||||||||||||||||||||||||||||||||||
||||||||||||||||||||||||||||||||||||
||||**Con**|**firmed**||**funding**|||||||||||||||||||||||||||||
||||||||||||||||||||||||||||||||||||
||||**Pot**|**ential E**||**xtensi**||**ons within**|||**current contra**||||**ct**||||||||||||||||||||
16
## **The Carers Centre (Bristol & South Gloucestershire)**
## **Report of the trustees**
## **For the year ended 31 March 2023**
We have also been informed that Bristol City Council will activate one of the 12-month extensions to our Young Carers Contract which will take it to 31 May 2025.
The Trustees regularly consider the impact of these issues on the charity’s current and future position and continue to monitor it closely.
The charity holds unrestricted, general reserves of £453,511 and designated reserves which can be drawn down if necessary. The Trustees consider that the charity has sufficient unrestricted reserves and cashflow to continue operating as a going concern for a period of at least 12 months from the date on which these financial statements are approved. For this reason, the accounts have been produced on an ongoing concern basis.
## **Plans for future periods**
As we move forward, we are working more at a local community level, developing relationships with trusted community groups, raising the awareness of carers and their needs and, through that, increasing the level of support available for carers in their local community.
Our plans for 2023/24 include:
- remodelling of the Young Carers service;
- design and development of a new website for launch early 2024;
- revise our logo, to be launched simultaneously with the new website;
- ▪ reaccreditation of our Trusted Charity Quality Mark;
- development and implementation of credible outcome and impact measurement tools; and
- ▪ reduce our office footprint to better reflect our new working patterns as well as offset the increases in rent.
## **Statement of responsibilities of the trustees**
The trustees (who are also directors of the charity for the purposes of company law) are responsible for preparing the trustees' report and the financial statements in accordance with applicable law and United Kingdom Accounting Standards, including Financial Reporting Standard 102: The Financial Reporting Standard applicable in the UK and Republic of Ireland (United Kingdom Generally Accepted Accounting Practice).
Company law requires the trustees to prepare financial statements for each financial year, which give a true and fair view of the state of affairs of the charity and of the income and expenditure of the charity for that period. In preparing those financial statements the trustees are required to:
- select suitable accounting policies and then apply them consistently;
- ▪ observe the methods and principles in the Charities SORP;
- make judgements and accounting estimates that are reasonable and prudent;
- state whether applicable UK accounting standards and statements of recommended practice have been followed, subject to any material departures disclosed and explained in the financial statements; and
- prepare the financial statements on the going concern basis unless it is inappropriate to presume that the charity will continue in operation.
The trustees are responsible for keeping proper accounting records which disclose with reasonable accuracy at any time the financial position of the charity and which enable them to ensure that the financial statements comply with the Companies Act 2006. The trustees are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.
17
## **The Carers Centre (Bristol & South Gloucestershire)**
## **Report of the trustees**
## **For the year ended 31 March 2023**
In so far as the trustees are aware:
- there is no relevant audit information of which the charitable company's auditors are unaware; and
- the trustees have taken all steps that they ought to have taken to make themselves aware of any relevant audit information and to establish that the auditors are aware of that information.
The trustees are responsible for the maintenance and integrity of the corporate and financial information included on the charitable company's website. Legislation in the United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions.
Members of the charity guarantee to contribute an amount not exceeding £1 to the assets of the charity in the event of winding up. The trustees are members of the charity but this entitles them only to voting rights. The trustees have no beneficial interest in the charity.
## **Auditors**
Godfrey Wilson Limited were re-appointed as auditors to the charitable company during the year and have expressed their willingness to continue in that capacity.
Approved by the trustees on 14 November 2023 and signed on their behalf by
Mary Whittington - Chair
18
## **Independent auditors' report**
## **To the members of**
## **The Carers Centre (Bristol & South Gloucestershire)**
## **Opinion**
We have audited the financial statements of The Carers Centre (Bristol & South Gloucestershire) (the 'charity') for the year ended 31 March 2023 which comprise the statement of financial activities, the balance sheet, statement of cash flows and the related notes to the financial statements, including a summary of significant accounting policies. The financial reporting framework that has been applied in their preparation is applicable law and United Kingdom Accounting Standards, including Financial Reporting Standard 102: The Financial Reporting Standard applicable in the UK and Republic of Ireland (United Kingdom Generally Accepted Accounting Practice).
## In our opinion, the financial statements:
- give a true and fair view of the state of the charity's affairs as at 31 March 2023 and of its incoming resources and application of resources, including its income and expenditure, for the year then ended;
- have been properly prepared in accordance with United Kingdom Generally Accepted Accounting Practice; and
- have been prepared in accordance with the requirements of the Companies Act 2006.
## **Basis for opinion**
We conducted our audit in accordance with International Standards on Auditing (UK) (ISAs (UK)) and applicable law. Our responsibilities under those standards are further described in the Auditor’s responsibilities for the audit of the financial statements section of our report. We are independent of the charity in accordance with the ethical requirements that are relevant to our audit of the financial statements in the UK, including the FRC’s Ethical Standard, and we have fulfilled our other ethical responsibilities in accordance with these requirements. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our opinion.
## **Conclusions relating to going concern**
In auditing the financial statements, we have concluded that the trustees’ use of the going concern basis of accounting in the preparation of the financial statements is appropriate.
Based on the work we have performed, we have not identified any material uncertainties relating to events or conditions that, individually or collectively, may cast significant doubt on the charity's ability to continue as a going concern for a period of at least twelve months from when the financial statements are authorised for issue.
Our responsibilities and the responsibilities of the trustees with respect to going concern are described in the relevant sections of this report.
## **Other information**
The trustees are responsible for the other information. The other information comprises the information included in the annual report other than the financial statements and our auditor’s report thereon. Our opinion on the financial statements does not cover the other information and, except to the extent otherwise explicitly stated in our report, we do not express any form of assurance conclusion thereon.
19
## **Independent auditors' report**
## **To the members of**
## **The Carers Centre (Bristol & South Gloucestershire)**
In connection with our audit of the financial statements, our responsibility is to read the other information and, in doing so, consider whether the other information is materially inconsistent with the financial statements or our knowledge obtained in the audit or otherwise appears to be materially misstated. If we identify such material inconsistencies or apparent material misstatements, we are required to determine whether there is a material misstatement in the financial statements or a material misstatement of the other information. If, based on the work we have performed, we conclude that there is a material misstatement of this other information, we are required to report that fact.
We have nothing to report in this regard.
## **Opinion on other matters prescribed by the Companies Act 2006**
In our opinion, based on the work undertaken in the course of the audit:
- the information given in the trustees’ report for the financial year for which the financial statements are prepared is consistent with the financial statements; and
- the trustees’ report have been prepared in accordance with applicable legal requirements.
## **Matters on which we are required to report by exception**
In the light of the knowledge and understanding of the charity and its environment obtained in the course of the audit, we have not identified material misstatements in the trustees’ report. We have nothing to report in respect of the following matters in relation to which the Companies Act 2006 requires us to report to you if, in our opinion:
- adequate accounting records have not been kept or returns adequate for our audit have not been received from branches not visited by us;
- the financial statements are not in agreement with the accounting records and returns;
- certain disclosures of trustees’ remuneration specified by law are not made; or
- we have not obtained all the information and explanations necessary for the purposes of our audit.
## **Responsibilities of the trustees**
As explained more fully in the trustees’ responsibilities statement set out in the trustees’ report, the trustees are responsible for the preparation of the financial statements and for being satisfied that they give a true and fair view, and for such internal control as they determine is necessary to enable the preparation of financial statements that are free from material misstatement, whether due to fraud or error.
In preparing the financial statements, the trustees are responsible for assessing the charity’s ability to continue as a going concern, disclosing, as applicable, matters related to going concern and using the going concern basis of accounting unless the trustees either intend to liquidate the charity or to cease operations, or have no realistic alternative but to do so.
20
## **Independent auditors' report**
## **To the members of**
## **The Carers Centre (Bristol & South Gloucestershire)**
## **Our responsibilities for the audit of the financial statements**
Our objectives are to obtain reasonable assurance about whether the financial statements as a whole are free from material misstatement, whether due to fraud or error, and to issue an auditor’s report that includes our opinion. Reasonable assurance is a high level of assurance, but is not a guarantee that an audit conducted in accordance with ISAs (UK) will always detect a material misstatement when it exists. Misstatements can arise from fraud or error and are considered material if, individually or in the aggregate, they could reasonably be expected to influence the economic decisions of users taken on the basis of these financial statements.
Irregularities, including fraud, are instances of non-compliance with laws and regulations. We design procedures in line with our responsibilities, outlined above, to detect material misstatements in respect of irregularities, including fraud. The procedures we carried out and the extent to which they are capable of detecting irregularities, including fraud, are detailed below:
(1) We obtained an understanding of the legal and regulatory framework that the charity operates in, and assessed the risk of non-compliance with applicable laws and regulations. Throughout the audit, we remained alert to possible indications of non-compliance.
(2) We reviewed the charity’s policies and procedures in relation to:
- Identifying, evaluating and complying with laws and regulations, and whether they were aware of any instances of non-compliance;
- Detecting and responding to the risk of fraud, and whether they were aware of any actual, suspected or alleged fraud; and
- Designing and implementing internal controls to mitigate the risk of non-compliance with laws and regulations, including fraud.
(3) We inspected the minutes of trustee meetings.
(4) We enquired about any non-routine communication with regulators and reviewed any reports made to them.
(5) We reviewed the financial statement disclosures and assessed their compliance with applicable laws and regulations.
(6) We performed analytical procedures to identify any unusual or unexpected transactions or balances that may indicate a risk of material fraud or error.
(7) We assessed the risk of fraud through management override of controls and carried out procedures to address this risk. Our procedures included:
▪Testing the appropriateness of journal entries;
▪Assessing judgements and accounting estimates for potential bias;
- ▪Reviewing related party transactions; and
▪Testing transactions that are unusual or outside the normal course of business.
21
## **Independent auditors' report**
## **To the members of**
## **The Carers Centre (Bristol & South Gloucestershire)**
Because of the inherent limitations of an audit, there is a risk that we will not detect all irregularities, including those leading to a material misstatement in the financial statements or non-compliance with regulation. Irregularities that arise due to fraud can be even harder to detect than those that arise from error as they may involve deliberate concealment or collusion.
A further description of our responsibilities for the audit of the financial statements is located on the Financial Reporting Council’s website at: www.frc.org.uk/auditorsresponsibilities. This description forms part of our auditor’s report.
## **Use of our report**
This report is made solely to the charityʼs members, as a body, in accordance with Chapter 3 of Part 16 of the Companies Act 2006. Our audit work has been undertaken so that we might state to the charityʼs members those matters we are required to state to them in an auditorʼs report and for no other purpose. To the fullest extent permitted by law, we do not accept or assume responsibility to anyone other than the charityʼs members as a body, for our audit work, for this report, or for the opinions we have formed.
Date: 15 November 2023
## **Rob Wilson FCA (Senior Statutory Auditor)**
For and on behalf of:
## **GODFREY WILSON LIMITED**
Chartered accountants and statutory auditors 5th Floor Mariner House 62 Prince Street Bristol BS1 4QD
22
## **The Carers Centre (Bristol & South Gloucestershire)**
**Statement of financial activities** _(incorporating an income and expenditure account)_
## **For the year ended 31 March 2023**
|Restricted
Note
£
**Income from:**
Donations and legacies
4
19,494
Charitable activities:
5
Adult carers
904,285
Young carers
272,027
Other trading activities
6
-
Investments
-
Other
443
**Total income**
1,196,249
**Expenditure on:**
Raising funds
-
Charitable activities:
Adult carers
979,143
Young carers
316,822
**Total expenditure**
7
1,295,965
Net gains on investments
12
-
**Net income / (expenditure)**
(99,716)
Transfers between funds
(99,226)
**Net movement in funds**
8
(198,942)
**Reconciliation of funds:**
Total funds brought forward
468,081
**Total funds carried forward**
269,139|Unrestricted
£
46,996
-
-
3,125
10,949
42
61,112
8,561
12,497
3,458
24,516
(4,561)
32,035
99,226
131,261
517,635
648,896|**2023**
**Total**
**£**
**66,490**
**904,285**
**272,027**
**3,125**
**10,949**
**485**
**1,257,361**
**8,561**
**991,640**
**320,280**
**1,320,481**
**(4,561)**
**(67,681)**
**-**
**(67,681)**
**985,716**
**918,035**|2022
Total
£
26,922
1,141,403
260,612
14,266
557
2,272|
|---|---|---|---|
||||1,446,032|
||||8,571
950,036
324,732|
||||1,283,339|
||||10,374|
||||173,067
-|
||||173,067
812,649|
||||985,716|
All of the above results are derived from continuing activities. There were no other recognised gains or losses other than those stated above. Movements in funds are disclosed in note 17 to the accounts.
23
## **The Carers Centre (Bristol & South Gloucestershire)**
## **Balance sheet**
## **As at 31 March 2023**
|Note
**Fixed assets**
Tangible assets
11
Investments
12
**Current assets**
Debtors
13
Cash at bank and in hand
**Liabilities**
Creditors: amounts falling due within 1 year
14
**Net current assets**
**Net assets**
16
**Funds**
17
Restricted funds
Unrestricted funds:
Designated funds
General funds
**Total charity funds**|**78,376**
**704,561**
**782,937**
**61,890**|**2023**
**£**
**9,823**
**187,165**
**196,988**
**721,047**
**918,035**
**269,139**
**195,385**
**453,511**
**918,035**|2022
£
18,811
191,726|
|---|---|---|---|
||||210,537
40,817
905,729|
||||946,546
171,367|
||||775,179|
||||985,716|
||||468,081
87,828
429,807|
||||985,716|
These accounts have been prepared in accordance with the special provisions applicable to companies subject to the small companies' regime.
Approved by the trustees on 14 November 2023 and signed on their behalf by
Mary Whittington - Chair
24
## **The Carers Centre (Bristol & South Gloucestershire)**
## **Statement of cash flows**
## **For the year ended 31 March 2023**
|**Cash used in operating activities:**
**Net movement in funds**
Adjustments for:
Depreciation charge
Depreciation on disposals
Losses / (gains) on investments
Interest from investments
(Increase) / decrease in debtors
(Decrease) / increase in creditors
**Net cash (used in) / provided by operating activities**
**Cash flows from investing activities:**
Interest from investments
Purchase of tangible fixed assets
Fixed asset disposals
**Net cash provided by / (used in) investing activities**
**(Decrease) / increase in cash and cash equivalents in the year**
Cash and cash equivalents at the beginning of the year
**Cash and cash equivalents at the end of the year**|**2023**
**£**
**(67,681)**
**11,841**
**-**
**4,561**
**(10,949)**
**(37,559)**
**(109,477)**
**(209,264)**
**10,949**
**(2,853)**
**-**
**8,096**
**(201,168)**
**905,729**
**704,561**|2022
£
173,067
12,343
(810)
(10,374)
(557)
24,202
81,919|
|---|---|---|
|||279,790|
|||557
(9,333)
1,945|
|||(6,831)|
|||272,959
632,770|
|||905,729|
25
## **The Carers Centre (Bristol & South Gloucestershire)**
## **Notes to the financial statements**
## **For the year ended 31 March 2023**
## **1. Accounting policies**
## **a) Basis of preparation**
The financial statements have been prepared in accordance with Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities in preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019) - (Charities SORP (FRS 102)), the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) and the Companies Act 2006.
The Carers Centre (Bristol & South Gloucestershire) meets the definition of a public benefit entity under FRS 102. Assets and liabilities are initially recognised at historical cost or transaction value unless otherwise stated in the relevant accounting policy note.
## **b) Going concern basis of accounting**
The accounts have been prepared on the assumption that the charity is able to continue as a going concern, which the trustees consider appropriate having regard to the current level of unrestricted reserves. The charity has unrestricted net current assets of £451,908 and a cash balance of £704,561 at the balance sheet date. The charity has also had substantial contract income extended for at least 12 months from the balance sheet date. The trustees therefore consider that the charity is a going concern for a period of at least 12 months from the date on which these financial statements are approved.
## **c) Income**
Income is recognised when the charity has entitlement to the funds, any performance conditions attached to the item of income have been met, it is probable that the income will be received and the amount can be measured reliably.
When donors specify that donations given to the charity must be used in future accounting period, the income is deferred until those periods. When donors impose conditions which have to be fulfilled before the charity becomes entitled to use such income, the income is deferred until the pre-conditions are met.
Income from the government and other grants, whether 'capital' grants or 'revenue' grants, is recognised when the charity has entitlement to the funds, any performance conditions attached to the grants have been met, it is probable that the income will be received and the amount can be measured reliably and is not deferred.
Income received in advance of contract delivery is deferred until criteria for income recognition are met.
## **d) Interest receivable**
Interest on funds held on deposit is included when receivable and the amount can be measured reliably by the charity: this is normally upon notification of the interest paid or payable by the bank.
26
## **The Carers Centre (Bristol & South Gloucestershire)**
## **Notes to the financial statements**
## **For the year ended 31 March 2023**
**1. Accounting policies (continued)**
## **e) Funds accounting**
- Unrestricted funds are available to spend on activities that further any of the purposes of the charity. Designated funds are unrestricted of the charity which the trustees have decided at their discretion to set aside to use for a specific purpose. Restricted funds are donations which the donor has specified are to be solely used for particularly areas of the charity's work or for specific projects being undertaken by the charity.
## **f) Expenditure and irrecoverable VAT**
Expenditure is recognised once there is a legal or constructive obligation to make a payment to a third party, it is probable that settlement will be required and the amount of the obligation can be measured reliably.
Irrecoverable VAT is charged as a cost against the activity for which the expenditure was incurred.
## **g) Allocation of support and governance costs**
- Support costs are those functions that assist the work of the charity but do not directly undertake charitable activities. Governance costs are the costs associated with the governance arrangements of the charity, including the costs of complying with constitutional and statutory requirements and any costs associated with the strategic management of the charity’s activities. These costs have been allocated between Young Carers and Adult Carers on the basis of staff time spent on each area, as follows:
|asis of staff time spent on|each area, as follows:||
|---|---|---|
||**2023**|2022|
|Raising funds|**0.0%**|0.0%|
|Adult carers|**76.9%**|72.4%|
|Young carers|**23.1%**|27.6%|
## **h) Tangible fixed assets**
Depreciation is provided at rates calculated to write down the cost of each asset to its estimated residual value over its expected useful life. The depreciation rates in use are as
Computer and office equipment 3 years straight line Fixtures and fittings 5 years straight line
Items are capitalised when their purchase price exceeds £1,000.
## **i) Listed investments**
Investments in quoted shares, traded bonds and similar investments are measured initially at cost and subsequently at their market value. The statement of financial activities includes the net gains and losses arising on revaluations and disposals throughout the year.
## **j) Debtors**
Trade and other debtors are recognised at the settlement amount due after any trade discount offered. Prepayments are valued at the amount prepaid net of any trade discounts due.
## **k) Cash at bank and in hand**
Cash at bank and cash in hand includes cash and short term highly liquid investments with a short maturity of three months or less from the date of acquisition or opening of the deposit or similar account.
27
## **The Carers Centre (Bristol & South Gloucestershire)**
## **Notes to the financial statements**
## **For the year ended 31 March 2023**
## **1. Accounting policies (continued)**
## **l) Creditors**
Creditors are recognised where the charity has a present obligation resulting from a past event that will probably result in the transfer of funds to a third party and the amount due to settle the obligation can be measured or estimated reliably. Creditors are normally recognised at their settlement amount after allowing for any trade discounts due.
## **m) Financial instruments**
The charitable company only has financial assets and financial liabilities of a kind that qualify as basic financial instruments. Basic financial instruments are initially recognised at transaction value and subsequently measured at their settlement value with the exception of bank loans which are subsequently recognised at amortised cost using the effective interest
## **n) Pension costs**
The charitable company operates a defined contribution pension scheme. The assets of the scheme are held separately from those of the charitable company in an independently administered fund. Pension costs charged in the financial statements represent the contributions payable by the charity during the year. The charity has no liability under the scheme other than for the payment of those contributions.
## **o) Accounting estimates and key judgements**
In the application of the charity's accounting policies, the trustees are required to make judgements, estimates and assumptions about the carrying values of assets and liabilities that are not readily apparent from other sources. The estimates and underlying assumptions are based on historical experience and other factors that are considered to be relevant. Actual results may differ from these estimates.
The estimates and underlying assumptions are reviewed on an ongoing basis. Revisions to accounting estimates are recognised in the period in which the estimate is revised if the revision affects only that period, or in the period of the revision and future periods if the revision affects both current and future periods.
The key sources of estimation uncertainty that have a significant effect on the amounts recognised in the financial statements are depreciation (as described in note 1(h)) and listed investments (as described in note 1(i)).
28
## **The Carers Centre (Bristol & South Gloucestershire)**
## **Notes to the financial statements**
## **For the year ended 31 March 2023**
**2. Prior period comparatives: Statement of financial activities**
|**Income from:**
Donations and legacies
Charitable activities
Adult carers
Young carers
Other trading activities
Investments
Other
**Total income**
**Expenditure on:**
Raising funds
Charitable activities:
Adult carers
Young carers
**Total expenditure**
Net gains on investments
**Net income / (expenditure)**
Transfers between funds
**Net movement in funds**|Restricted
£
£
19,294
7,628
1,141,403
-
260,612
-
-
14,266
-
557
2,159
113
1,423,468
22,564
-
8,571
919,061
30,975
316,866
7,866
1,235,927
47,412
-
10,374
187,541
(14,474)
51,704
(51,704)
239,245
(66,178)
Unrestricted|**2022**
**Total**
**£**
**26,922**
**1,141,403**
**260,612**
**14,266**
**557**
**2,272**|
|---|---|---|
|||**1,446,032**|
|||**8,571**
**950,036**
**324,732**|
|||**1,283,339**|
|||**10,374**|
|||**173,067**
**-**|
|||**173,067**|
29
## **The Carers Centre (Bristol & South Gloucestershire)**
## **Notes to the financial statements**
## **For the year ended 31 March 2023**
## **3. Government grants**
The charity receives the following funding from local authorities in respect of the delivery of support for young and adult carers. There were no unfulfilled conditions or contingencies attaching to these grants in the current or prior period.
|attaching to these grants in the current or prior period.|||
|---|---|---|
|Bristol City Council
South Gloucestershire Council|**2023**
**Total**
**£**
**534,112**
**429,878**
**963,990**|2022
Total
£
589,305
404,096|
|||993,401|
Income from government grants was fully restricted in the current year and prior year.
## **4. Income from donations and legacies**
|**Income from donations and legacies**|||
|---|---|---|
|Donations
Gift aid
Total income from donations and legacies
**Prior period comparatives**
Donations
Gift aid
Total income from donations and legacies|Restricted Unrestricted
£
£
18,196
44,672
1,298
2,324
19,494
46,996
Restricted Unrestricted
£
£
17,390
6,407
1,904
1,221
19,294
7,628|**2023**
**Total**
**£**
**62,868**
**3,622**|
|||**66,490**|
|||2022
Total
£
23,797
3,125|
|||26,922|
30
## **The Carers Centre (Bristol & South Gloucestershire)**
## **Notes to the financial statements**
## **For the year ended 31 March 2023**
## **5. Income from charitable activities**
|**Adult Carers:**
Bristol City Council
South Gloucestershire Council
Big Lottery Wellbeing Fund
Building Better Opportunities
Quartet Community Foundation
Southern Brooks Community Partnership
Your Park
Age UK
**Young Carers:**
Bristol City Council
South Gloucestershire Council
John James Foundation
Nisbet Trust
Bristol Charities
Carers Trust
YCDT
Total income from charitable activities|Restricted Unrestricted
£
£
391,654
-
326,008
-
100,357
-
56,637
-
18,807
-
6,000
-
2,450
-
2,372
-
904,285
-
142,457
-
103,870
-
10,000
-
10,000
-
5,000
-
500
-
200
-
272,027
-
1,176,312
-|**2023**
**Total**
**£**
**391,654**
**326,008**
**100,357**
**56,637**
**18,807**
**6,000**
**2,450**
**2,372**|
|---|---|---|
|||**904,285**|
|||**142,457**
**103,870**
**10,000**
**10,000**
**5,000**
**500**
**200**|
|||**272,027**|
|||**1,176,312**|
31
## **The Carers Centre (Bristol & South Gloucestershire)**
## **Notes to the financial statements**
## **For the year ended 31 March 2023**
|**5.**
**Income from charitable activities (continued)**
**Prior period comparatives**
**Adult Carers:**
Bristol City Council
South Gloucestershire Council
BNSSG CCG (Bristol)
NHS Southhampton Walk & Talk
Big Lottery Wellbeing Fund
Building Better Opportunities
BNSSG CCG (South Glos)
Quartet Community Foundation
Carers Trust
Southern Brooks Community Partnership
**Young Carers:**
Bristol City Council
South Gloucestershire Council
Bristol Charities
Quartet Community Foundation
Doyly Carte Charitable Trust
Brother Jonathon Trust
Carers Trust
Warburtons Community Fund
Alpkit Foundation
Total income from charitable activities
**6.**
**Income from other trading activities**
100+ club lottery
Book Sales
Management fees and recharges
Total income from other trading activities|Restricted Unrestricted
£
£
267,110
-
250,570
-
187,026
-
149,659
-
105,817
-
101,077
-
49,100
-
18,807
-
8,237
-
4,000
-
1,141,403
-
135,169
-
104,426
-
9,857
-
4,030
-
4,000
-
1,800
-
750
-
400
-
180
-
260,612
-
1,402,015
-
**2023**
**Total**
**£**
**3,122**
**3**
**-**
**3,125**|2022
Total
£
267,110
250,570
187,026
149,659
105,817
101,077
49,100
18,807
8,237
4,000|
|---|---|---|
|||1,141,403|
|||135,169
104,426
9,857
4,030
4,000
1,800
750
400
180|
|||260,612|
|||1,402,015|
|||2022
Total
£
3,461
36
10,769|
|||14,266|
Income from other trading activities was fully unrestricted in the current and prior years.
32
## **The Carers Centre (Bristol & South Gloucestershire)**
## **Notes to the financial statements**
## **For the year ended 31 March 2023**
|**the year ended 31 March 2023**||||||
|---|---|---|---|---|---|
|**Total expenditure**
Wages and salaries (note 9)
Carers activities
Premises costs
Office costs
Publicity and printing
Other staff costs
Travel and subsistence
Legal and professional fees
Fundraising expenses
Subscriptions and publications
Audit
Depreciation
Volunteer expenses
Trustees expenses
Sundries
Bank charges
Sub-total
Allocation of support and governance costs
**Total expenditure**|£
6,832
-
-
5
-
-
-
-
1,635
-
-
-
-
-
-
-
8,472
89
**8,561**
Raising funds|£
651,187
15,042
4,724
12,355
20,659
5,705
4,771
-
1,110
348
-
9,375
3,805
-
-
-
729,081
262,559
**991,640**
Adult carers|£
193,429
37,252
548
3,939
-
1,293
2,894
-
-
1,109
-
997
168
-
-
-
241,629
78,651
**320,280**
Young carers|£
245,978
-
39,632
26,037
3,370
4,823
750
6,678
-
6,024
5,520
1,469
26
175
455
362
341,299
(341,299)
**-**
Support and
governance
costs|**£**
**1,097,426**
**52,294**
**44,904**
**42,336**
**24,029**
**11,821**
**8,415**
**6,678**
**2,745**
**7,481**
**5,520**
**11,841**
**3,999**
**175**
**455**
**362**
**2023 Total**|
||||||**1,320,481**
**-**|
||||||**1,320,481**|
## **7. Total expenditure**
Total governance costs were £5,695 (2022: £4,264)
33
## **The Carers Centre (Bristol & South Gloucestershire)**
## **Notes to the financial statements**
## **For the year ended 31 March 2023**
|**7.**
**Total expenditure (continued)**
Wages and salaries (note 9)
Carers activities
Premises costs
Office costs
Publicity and printing
Other staff costs
Travel and subsistence
Legal and professional fees
Fundraising expenses
Subscriptions and publications
Audit
Depreciation
Volunteer expenses
Trustees expenses
Sundries
Bank charges
Sub-total
Allocation of support and governance costs
**Total expenditure**
**Prior period comparatives**|£
6,684
-
-
-
-
-
-
-
1,783
-
-
-
-
-
-
-
8,467
104
8,571
Raising funds|£
628,346
6,323
4,724
10,854
22,188
7,947
3,656
-
792
422
-
9,080
-
-
-
-
694,332
255,704
950,036
Adult carers|£
203,817
16,321
562
2,625
-
691
1,891
-
-
182
-
1,435
-
-
-
-
227,524
97,208
324,732
Young carers|£
244,930
-
39,679
22,473
3,538
3,152
40
26,393
-
5,607
4,200
1,828
277
64
561
274
353,016
(353,016)
-
Support and
governance
costs|£
1,083,777
22,644
44,965
35,952
25,726
11,790
5,587
26,393
2,575
6,211
4,200
12,343
277
64
561
274
2022 Total|
|---|---|---|---|---|---|
||||||1,283,339
-|
||||||1,283,339|
34
## **The Carers Centre (Bristol & South Gloucestershire)**
## **Notes to the financial statements**
## **For the year ended 31 March 2023**
**8. Net movement in funds**
|This is stated after charging:
Depreciation
Operating lease rentals
Trustees' remuneration
Trustees' expenses
Auditors' remuneration:
Audit (excluding VAT)|**2023**
**£**
**11,841**
**41,906**
**Nil**
**175**
**4,600**|2022
£
12,343
41,906
Nil
277
3,500|
|---|---|---|
During the year, trustee expenses relate to DBS checks and training costs for two trustees (2022: DBS checks and conference attendance costs for four trustees).
## **9. Staff costs and numbers** Staff costs were as follows:
|Salaries and wages
Social security costs
Pension costs
Agency and self employed staff|**2023**
2022
**£**
£
**946,843**
945,333
**69,023**
64,059
**39,821**
38,353
**41,739**
36,032
**1,097,426**
1,083,777|
|---|---|
One employee earned between £60,000 and £70,000 during the year (2022: one).
The key senior management staff of the group comprise the Chief Executive Officer, the Young Carer Service Manager, Finance Manager, Adult Services Delivery Manager, Business Manager and the Marketing and Communications Manager. The total employee benefits of the key senior management personnel of the group were £202,102 (2022: £182,011).
|Average head count|**2023**
**No.**
**53**|2022
No.
57|
|---|---|---|
## **10. Taxation**
The charity is exempt from corporation tax as all its income is charitable and is applied for charitable purposes.
35
## **The Carers Centre (Bristol & South Gloucestershire)**
## **Notes to the financial statements**
## **For the year ended 31 March 2023**
## **11. Tangible fixed assets**
|**Cost**
At 1 April 2022
Additions in year
Disposals
At 31 March 2023
**Depreciation**
At 1 April 2022
Charge for the year
Depreciation on disposals
At 31 March 2023
**Net book value**
**At 31 March 2023**
At 31 March 2022
**12.**
Market value at 1 April 2022
Unrealised gains
**Market value at 31 March 2023**
**13. Debtors**
Trade debtors
Other debtors
Prepayments
Accrued income
**Investments**|£
£
1,332
40,059
-
2,853
-
-
1,332
42,912
488
22,092
266
11,575
-
-
754
33,667
**578**
**9,245**
844
17,967
**2023**
£
**£**
191,726
**191,726**
(4,561)
**(4,561)**
187,165
**187,165**
**2023**
**£**
**39,048**
**399**
**12,523**
**26,406**
**78,376**
Computer and
office
equipment
Fixtures and
fittings
Listed
investments|**Total**
**£**
**41,391**
**2,853**
**-**|
|---|---|---|
|||**44,244**|
|||**22,580**
**11,841**
**-**|
|||**34,421**|
|||**9,823**|
|||18,811|
|||2022
£
181,352
10,374|
|||191,726|
|||2022
£
5,145
491
10,018
25,163|
|||40,817|
36
## **The Carers Centre (Bristol & South Gloucestershire)**
## **Notes to the financial statements**
## **For the year ended 31 March 2023**
## **14. Creditors : amounts due within 1 year**
|**Creditors : amounts due within 1 year**|||
|---|---|---|
|Trade creditors
Other creditors
Social security and pension costs
Accruals
Deferred income (note 15)|**2023**
**£**
**9,761**
**3,382**
**16,423**
**32,324**
**-**
**61,890**|2022
£
16,005
2,785
14,821
26,523
111,233|
|||171,367|
|**15. Deferred income**
At 1 April 2022
Deferred during the year
Released during the year
**At 31 March 2023**|**2023**
**£**
**111,233**
**-**
**(111,233)**
**-**|2022
£
23,710
111,233
(23,710)|
|---|---|---|
|||111,233|
Deferred income relates to contract delivery invoiced in advance.
## **16. Analysis of net assets between funds**
|Tangible fixed assets
Non-current investments
Current assets
Current liabilities
**Net assets at 31 March 2023**
**Prior period comparatives**
Tangible fixed assets
Non-current investments
Current assets
Current liabilities
**Net assets at 31 March 2022**|£
-
-
269,139
-
**269,139**
£
-
-
579,314
(111,233)
468,081
Restricted
funds
Restricted
funds|£
-
-
195,385
-
**195,385**
£
-
-
87,828
-
87,828
Designated
funds
Designated
funds|General
funds
£
9,823
187,165
318,413
(61,890)
**453,511**
General
funds
£
18,811
191,726
279,404
(60,134)
429,807|**Total**
**funds**
**£**
**9,823**
**187,165**
**782,937**
**(61,890)**|
|---|---|---|---|---|
|||||**918,035**|
|||||Total
funds
£
18,811
191,726
946,546
(171,367)|
|||||985,716|
37
## **The Carers Centre (Bristol & South Gloucestershire)**
## **Notes to the financial statements**
## **For the year ended 31 March 2023**
## **17. Movements in funds**
|**Restricted funds**
Age UK Support
Asset Fund
BCYPS Parent Carer
Bristol City Council Core
Bristol CCG
Bristol Tel. Counselling Service
Carers in Paid Employment
Carers Health Strategic work
Covid-19
Covid-19 Core
Covid R & S Quartet
Digital Project BCH
GP Practice Film
NHS Southampton Walk and Talk
Rausing Charity Survival Fund
South Glos Core
South Glos HSF
South Glos Wellbeing Training
Training (Carers)
Transformation fund
Wellbeing Fund
West of England Works
VCSE Participation funding
YAC Walk & Talk
YC Activity Grants
YC Bristol
YC Donations
YC Donations (Bristol)
YC Donations (South Glos)
YC South Glos Council Core
YC Swimming
YC 13 Up Group
Your Park
**Total restricted funds**|At 1 April
2022
£
-
782
7,813
51,571
27,764
1,518
4,104
22,514
8,078
45,560
4,707
18,807
1,445
149,659
711
-
-
292
3,787
4,839
17,587
14,434
-
2,516
31,115
-
32,233
4,762
4,276
-
5,696
1,511
-
468,081|Income
£
2,372
-
22,020
204,523
-
-
-
229,354
-
-
-
18,807
-
48
-
242,771
20,000
4,000
-
-
100,406
56,637
2,000
-
37,015
133,492
17,734
-
1,000
101,100
-
520
2,450
1,196,249|£
£
**£**
(2,372)
-
**-**
(515)
-
**267**
(23,903)
(5,930)
**-**
(180,669)
(55,345)
**20,080**
-
(27,764)
**-**
-
-
**1,518**
-
(4,104)
**-**
(207,525)
(23,065)
**21,278**
(4,853)
-
**3,225**
(30,115)
(15,445)
**-**
(3,355)
-
**1,352**
(7,682)
-
**29,932**
-
-
**1,445**
(55,561)
-
**94,146**
(431)
-
**280**
(255,851)
13,080
**-**
(6,063)
-
**13,937**
(4,322)
30
**-**
(2,839)
-
**948**
(366)
-
**4,473**
(110,113)
-
**7,880**
(78,589)
7,518
**-**
(2,000)
-
(2,516)
**-**
(33,235)
(11,403)
**23,492**
(140,725)
7,233
**-**
(29,740)
13,919
**34,146**
(599)
-
**4,163**
(3,155)
-
**2,121**
(105,666)
4,566
**-**
(1,002)
-
**4,694**
(2,269)
-
**(238)**
(2,450)
-
**-**
(1,295,965)
(99,226)
**269,139**
Transfers &
gains /
losses
**At 31 March**
**2023**
Expenditure|
|---|---|---|---|
38
## **The Carers Centre (Bristol & South Gloucestershire)**
## **Notes to the financial statements**
## **For the year ended 31 March 2023**
## **17. Movements in funds (continued)**
|_Designated funds:_
100+ Club Lottery
Carers Contingency Reserve
Investment Reserve
Young Carers Zone
Trustee Designated Reserves
Website
_Total designated funds_
General funds
**Total unrestricted funds**
**Total funds**
**Unrestricted funds**
Carers Support and Development
Reserve|At 1 April
2022
£
16,936
1,326
38,121
465
5,620
25,360
-
87,828
429,807
517,635
985,716|Income
£
3,125
-
-
-
-
-
-
3,125
57,987
61,112
1,257,361|£
£
(5,515)
-
(1,400)
1,500
(6,832)
-
(465)
-
(7,298)
1,678
-
99,574
(1,810)
25,000
(23,320)
127,752
(1,196)
(33,087)
(24,516)
94,665
(1,320,481)
(4,561)
Expenditure
Transfers &
gains /
losses|**At 31**
**March**
**2023**
**£**
**14,546**
**1,426**
**31,289**
**-**
**-**
**124,934**
**23,190**|
|---|---|---|---|---|
|||||**195,385**|
|||||**453,511**|
|||||**648,896**|
|||||**918,035**|
**Purposes of restricted funds Age UK Support**
Funding to cover the cost of staff time spent on developing the Support Hub Approach.
**Asset Fund**
Funding towards the purchase of 2 staff bikes (one electric) and associated equipment.
**BCYPS Parent Carer**
Providing information, advocacy and advice to Parent Carers in Bristol.
**Bristol City Council Core**
Statutory funding to provide practical and emotional support services to adult carers.
**Bristol CCG**
To provide one to one support and Carers Groups.
**Bristol Tel. Counselling Service**
Service developed from the BAB Telephone Counselling pilot project to provide a counselling service to carers over 50 in Bristol.
**Carers in Paid Employment**
To work with employers to identify and support carers in the workplace.
39
## **The Carers Centre (Bristol & South Gloucestershire)**
## **Notes to the financial statements**
## **For the year ended 31 March 2023**
**17. Movements in funds (continued) Purposes of restricted funds (continued) Carers Health Strategic work**
To support NHS Bristol embed the carers agenda across primary and acute care.
**Covid R & S Quartet**
Funding received for additional IT and communications resources over 12 months. This will help CSC offer flexible homeworking in the future, with appropriate IT support, streamline our working practices through increased digitalisation, provide and refine service alternatives for those carers who prefer to access services remotely and/or at a time that’s convenient to them – because they cannot leave the person they care for and support staff with digital comms expertise to promote services, raise awareness of carers’ needs and provide a voice for carers.
**Digital Project BCH** Two year funding for the digital transformation of processes and internal infrastructure to achieve a step change in the organisation's sustainability and performance supporting the health and well-being of carers. **GP Practice Film** Funding received to produce a film to be used in GP Practices and a wider awareness campaign to reach out and identify carers, raise awareness of who a carer is and outline our support services. **NHS Southampton Walk and Talk** Two year funding to run 6 x weekly walk and talk sessions for adult carers in green spaces across Bristol and South Glos to help improve carers health and wellbeing and to reduce isolation. The funding also covers some community development work by the Project Manager to increase the number of carers from under represented communities who are identified and supported by us and primary care.
**Rausing Charity Survival Fund** Funding received to contribute towards administration costs for Young Carers activities and Adult Carers training and activities. Also includes funding for five laptops to assist with home working. **South Glos Core** Statutory funding to provide practical and emotional support services to adult carers.
40
## **The Carers Centre (Bristol & South Gloucestershire)**
## **Notes to the financial statements**
## **For the year ended 31 March 2023**
**17. Movements in funds (continued) Purposes of restricted funds (continued) South Glos HSF**
Household support funding to provide financial assistance to carers in South Gloucestershire, who are struggling to afford essential items such as energy, water bills, food and clothing.
**South Glos Wellbeing Training**
Funding received to deliver training courses to SG Adult Carers.
**Training (Carers)** Funding received to deliver various training courses and workshops for Adult Bristol Carers. **Transformation fund** Specific funding to transform the delivery of our one to one support to older carers in Bristol. **Wellbeing Fund** A 5 year project to support carers to maintain their health and wellbeing and build resilience through telephone based counselling, befriending and mentoring. **West of England Works** A three year project to support carers back into employment, training or education. **VCSE Participation funding** Funding received to cover the cost of staff time to be involved in strategic conversation and co-production in South Gloucestershire. **YAC Walk & Talk** Funding to deliver Walk-and-talk sessions for young adult carers with the aim to help reduce the negative impact of COVID-19 and the widening of the inequalities in sport and physical activity. **YC Activity Grants** Grants from various sources specifically given to enable young carers to participate in a diverse range of activities and groups. This gives the young carers an opportunity to meet other young carers for a break from their caring responsibilities, have fun and gain new skills. **YC Bristol** Statutory funding to provide practical and emotional support services to young carers. **YC Donations** Donations from various sources specifically given for the benefit of young carers. Transfers have been made to Young Carers South Gloucestershire to cover deficits on those projects.
41
## **The Carers Centre (Bristol & South Gloucestershire)**
## **Notes to the financial statements**
## **For the year ended 31 March 2023**
**17. Movements in funds (continued) Purposes of restricted funds (continued) YC South Glos Council Core**
Statutory funding to provide practical and emotional support services to young carers.
**YC Swimming**
To provide young carers with access to swimming lessons.
**YC 13 Up Group** Funding received to run groups for South Gloucester teenage young carers. The young carers meet monthly at a local youth centre/church and it gives them a chance to meet other young carers for a break from their caring responsibilities. The young carers have great fun and gain many new skills whilst taking part in a wide range of activities. **Your Park** Funding received to cover the cost of staff time whilst collaborating on the project Parks4All. The project commits to ensuring equal access to nature for disabled people and unpaid carers. **Purposes of designated funds 100+ Club Lottery** Income from the organisations lottery to provide support to carers. **Carers Contingency Reserve** Accumulated funds to support specific carer needs which cannot be funded in the short term from other available resources. **Investment Reserve** Funds set aside by the trustees in anticipation of future, as yet unspecified, projects based approximately on the interest earned each year on bank balances held. **Young Carers Zone** Capital project to provide a dedicated space for young carers and young adult carers. **Trustee Designated Reserves** Funds set aside by the trustees to cover the cost of retendering and the one off recognition payment to staff in the year. **Carers Support and Development Reserve** Funds set aside by trustees to be allocated for specific new project development work and/or to provide interim support for existing work, which may be at risk, whilst awaiting the outcome of continuation funding decisions and to cover the costs of any subsequent employer statutory responsibilities.
42
## **The Carers Centre (Bristol & South Gloucestershire)**
## **Notes to the financial statements**
## **For the year ended 31 March 2023**
**17. Movements in funds (continued) Purposes of designated funds (continued) Website**
Funds set aside by trustees to cover the cost of redesigning and developing a new website to be launched in 2024.
**Transfers Bristol City Council**
As part of a review of our funds, the Board considered the historical surpluses in our work for Bristol CC. With there not being any provision to repay any surplus funds the board took the view that these should be transferred to designated funds to enable them to be used for the benefit of carers.
## **Young Carers**
Contributions towards the salary costs of the YC Activity Co-ordinator were transferred from individual YC activity funds to Young Carers Donations, where the salary costs were allocated.
## **Website**
The board agreed a transfer of funds to the designated fund: Website. This is to cover the cost of redesigning and developing a new website to be launched in 2024.
43
## **The Carers Centre (Bristol & South Gloucestershire)**
## **Notes to the financial statements**
## **For the year ended 31 March 2023**
|**Movements in funds (continued)**
**Prior period comparatives**
**Restricted funds**
Asset Fund
BCYPS Parent Carer
Bristol City Council Core
Bristol CCG
Bristol Tel. Counselling Service
Carers in Paid Employment
Carers Health Strategic work
Covid-19
Covid-19 Core
Covid R & S Quartet
CT Death Café Project
Digital Project BCH
GP Practice Film
NHS Southampton Walk and Talk
Rausing Charity Survival Fund
South Glos Core
South Glos Wellbeing Training
Training (Carers)
Transformation fund
Wellbeing Fund
West of England Works
YAC Walk & Talk
YC Activity Grants
YC Bristol
YC Donations
YC Donations (Bristol)
YC Donations (South Glos)
YC in Education
YC South Glos Council Core
YC Swimming
YC 13 Up Group
**Total restricted funds**|£
395
10,355
40,572
27,696
1,522
5,604
14,764
4,622
-
9,800
377
-
4,319
-
2,138
-
391
693
4,900
18,567
5,751
5,267
20,042
-
31,549
4,672
5,097
-
-
6,261
3,482
228,836
At 1 April
2021|Income
£
764
20,579
168,538
22,026
-
-
214,100
8,662
78,043
-
(377)
18,807
-
149,659
-
243,484
4,000
8,614
-
105,817
101,077
-
26,015
133,497
16,164
173
2,426
300
101,100
-
-
1,423,468|£
£
£
(377)
-
782
(23,121)
-
7,813
(157,539)
-
51,571
(21,958)
-
27,764
(1,504)
1,500
1,518
-
(1,500)
4,104
(206,350)
-
22,514
(5,206)
8,078
(32,483)
-
45,560
(5,093)
-
4,707
-
-
-
-
-
18,807
(2,874)
-
1,445
-
-
149,659
(1,427)
-
711
(253,685)
10,201
-
(4,099)
-
292
(5,520)
-
3,787
(61)
-
4,839
(106,797)
-
17,587
(92,394)
-
14,434
(2,751)
-
2,516
(14,933)
(9)
31,115
(156,439)
22,942
-
(15,971)
491
32,233
(101)
18
4,762
(3,247)
-
4,276
(5,220)
4,920
-
(114,241)
13,141
-
(565)
-
5,696
(1,971)
-
1,511
(1,235,927)
51,704
468,081
At 31 March
2022
Expenditure
Transfers &
gains /
losses|
|---|---|---|---|
44
## **The Carers Centre (Bristol & South Gloucestershire)**
## **Notes to the financial statements**
## **For the year ended 31 March 2023**
## **17. Movements in funds (continued) Prior period comparatives (continued)**
|_Designated funds:_
100+ Club Lottery
Carers Contingency Reserve
Investment Reserve
Young Carers Zone
Trustee Designated Reserves
_Total designated funds_
General funds
**Total unrestricted funds**
**Total funds**
**Unrestricted funds**
Carers Support and Development
Reserve|£
15,268
1,476
44,805
1,027
-
76,564
139,140
444,673
583,813
812,649
At 1 April
2021|Income
£
3,461
-
-
-
-
-
3,461
19,103
22,564
1,446,032|£
£
£
(1,793)
-
16,936
(150)
-
1,326
(6,684)
-
38,121
(562)
-
465
(26,526)
32,146
5,620
-
(51,204)
25,360
(35,715)
(19,058)
87,828
(11,697)
(22,272)
429,807
(47,412)
(41,330)
517,635
(1,283,339)
10,374
985,716
Transfers &
gains /
losses
Expenditure
At 31 March
2022|£
£
£
(1,793)
-
16,936
(150)
-
1,326
(6,684)
-
38,121
(562)
-
465
(26,526)
32,146
5,620
-
(51,204)
25,360
(35,715)
(19,058)
87,828
(11,697)
(22,272)
429,807
(47,412)
(41,330)
517,635
(1,283,339)
10,374
985,716
Transfers &
gains /
losses
Expenditure
At 31 March
2022|
|---|---|---|---|---|
|||||87,828|
|||||429,807|
|||||517,635|
|||||985,716|
## **18. Financial instruments at fair value**
|**Financial instruments at fair value**|||
|---|---|---|
||**2023**|2022|
||**£**|£|
|Financial assets measured at fair value|**187,165**|191,726|
Financial assets measured at fair value comprise listed investments.
## **19. Operating lease commitments**
The charity had operating leases at the year end with total future minimum lease payments as follows:
|Amount falling due:
Within 1 year
Within 1 - 5 years|**2023**
**£**
**19,460**
**2,455**
**21,915**|2021
£
38,195
28,097|
|---|---|---|
|||66,292|
45
## **The Carers Centre (Bristol & South Gloucestershire)**
## **Notes to the financial statements**
## **For the year ended 31 March 2023**
## **20. Related party transactions**
Andrew Bell was also a trustee of Southern Brooks Community Partnerships. In the year ending 31 March 2023, the charity received £6,000 from Southern Brooks Community Partnerships (2022: £4,000) for delivery of the South Glos Wellbeing Training project. There were no amounts outstanding at the year end (2022: £nil).
The trustees are not aware of any other related party transactions in the current or prior year.
46