Katherine Low Settlement Limited Registered Charity Number 1081248 Registered Company Number 03814833
ANNUAL REPORT AND ACCOUNTS OF THE TRUSTEES
FOR THE YEAR ENDED 31[ST] MARCH 2023
KATHERINE LOW SETTLEMENT LIMITED ANNUAL REPORT AND ACCOUNTS OF THE TRUSTEES FOR THE YEAR ENDED 31[ST] MARCH 2023
## **CONTENTS**
REFERENCE AND ADMINISTRATIVE DETAILS .................................................................................. 3 REPORT OF THE TRUSTEES ............................................................................................................. 4 REPORT OF THE INDEPENDENT AUDITORS ................................................................................. 32 STATEMENT OF FINANCIAL ACTIVITIES ........................................................................................ 36 BALANCE SHEET ............................................................................................................................ 37 CASH FLOW STATEMENT AND NOTES ......................................................................................... 39 NOTES TO THE FINANCIAL STATEMENTS ..................................................................................... 41 RESTRICTED FUND – LOVE TO LEARN PROJECT ........................................................................... 51 RESTRICTED FUND – ELDERS PROJECT ......................................................................................... 53 RESTRICTED FUND – ESOL PROJECT ............................................................................................. 55 RESTRICTED FUND – KLS LIFT AND BUILDING FUND.................................................................... 56 RESTRICTED FUND – BATTERSEA VOLUNTEER PROJECT .............................................................. 57
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KATHERINE LOW SETTLEMENT LIMITED ANNUAL REPORT AND ACCOUNTS OF THE TRUSTEES FOR THE YEAR ENDED 31[ST] MARCH 2023
## **REFERENCE AND ADMINISTRATIVE DETAILS**
|**Registered Charity Number**|1081248||
|---|---|---|
|**Registered Company Number**|03814833||
|**Registered Office**|Katherine Low Settlement||
||108 Battersea High Street, London SW11 3HP||
||Tel: 020 7223 2845||
||Email:info@klsettlement.org.uk||
||Web: www.klsettlement.org.uk||
||Insta:www.instagram.com/klsettlement||
||Twitter:www.twitter.com/klsettlement||
||FB:www.facebook.com/kl.settlement||
|**President**|Margaret Robson||
|**Vice Presidents**|Jennifer Anderson||
|**Trustees**|Ben Thomas|Chair|
||Abigail Cable|Vice Chair|
||Martin Alcock|Hon Treasurer|
||Rev. Canon Simon Butler||
||Lucy Elphinstone|resigned 27thJune 2023|
||Emily Rycroft-Huddart|(appointed 5thOctober 2022)|
||Cerise-Celine Prince|(appointed 5thOctober 2022)|
||Sarah Swash||
||Geoff Thomas||
|**Chief Executive**|Aaron Barbour||
|**Bankers**|CAF Bank Ltd (Charities Aid|Foundation)|
|**Auditors**|BDA Associates Ltd||
||Statutory Auditor||
||Chartered Accountants||
||Global House, 1 Ashley Avenue, Epsom KT18 5AD||
|**Solicitors**|Rodgers and Burton||
||179 Upper Richmond Road|West, London SW14 1DU|
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KATHERINE LOW SETTLEMENT LIMITED ANNUAL REPORT AND ACCOUNTS OF THE TRUSTEES FOR THE YEAR ENDED 31[ST] MARCH 2023
The Trustees, who are also the directors of the charity for the purposes of the Companies Act 2006, present their annual directors’ report with the financial statements for the charity for the year ended 31[st] March 2023. The Trustees have adopted the provisions of Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard 102 (FRS102) (effective 1 January 2019).
## **STRUCTURE, GOVERNANCE AND MANAGEMENT**
## **Governing document**
Katherine Low Settlement is an independent charity and is registered as a company limited by guarantee. The charity was founded in 1924 and has been serving the communities of Battersea and Wandsworth to tackle poverty and build stronger communities ever since. The limited company was incorporated on 27 July 1999 under a Memorandum of Association that established the objects and powers of the charitable company and is governed under its Articles of Association.
## **Trustees**
Katherine Low Settlement is governed by a Board of Trustees, not exceeding ten in number, who are elected by the membership at the Annual General Meeting (AGM). Each year a third of Trustees stand down at the AGM and are eligible for re-election. The Trustees have no beneficial interests in or contracts with the organisation during the year.
## **Trustees’ recruitment and induction**
Board members are selected on the basis of the experience, skills and expertise they bring to further the main objectives of the Settlement and to reflect the diversity of the community with respect to age, ethnicity and disability and a representation of a variety of backgrounds, particularly those from the local community of Battersea.
The induction process for new Trustees includes the provision of information as specified by the Charities Commission on their roles and responsibilities, policy and procedures, meetings with key staff and the Chair of Trustees and visits to the Settlement both by arrangement and informally.
## **Management and Staffing**
The Trustees delegate the day-to-day work and operations of the Settlement to a small core establishment of hardworking and dedicated staff, who operate within defined terms of reference and authority. The Senior Management Team includes Aaron Barbour, Chief Executive; Tracy Frostick, Head of Finance and Premises; Sarah Goodall, Head of Elders Team; Fran Jukes, Head of ESOL Team; Paula Robertson, Head of Love to Learn Education Team. In addition to an excellent team of 36 staff, the work is supported by more than 200+ amazing volunteers. Their dedication brings a unique strength to the Settlement, extending the capacity and reach of the organisation.
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KATHERINE LOW SETTLEMENT LIMITED ANNUAL REPORT AND ACCOUNTS OF THE TRUSTEES FOR THE YEAR ENDED 31[ST] MARCH 2023
## **Risk Management**
The Trustees conduct an annual review of the major risks to which the charity is exposed covering strategic, operational, financial, governance, compliance and external risks. The review identifies potentially significant risks and their likelihood and possible impact in each of these areas, together with existing control measures. Also, any additional actions and policies required to mitigate retained risks and the people responsible for ensuring they are monitored and addressed.
The Trustees have given consideration to the major risks to which the charity is exposed - which focus in particular on funding and staffing - and have satisfied themselves that systems and procedures are in place to mitigate these and other risks.
## **CHARITABLE OBJECTIVES AND ACTIVITIES**
## **Public Benefit**
The Trustees confirm that when reviewing the charity’s activities and devising future programmes, they have referred to the Charity Commission’s general guidance on public benefit and complied with their duties of the Charities Act 2011. In particular, the Trustees have considered how planned activities will contribute to meeting the strategic aims of the charity.
## **Vision, Mission and Values**
Katherine Low Settlement is driven by its vision and mission and led by its values.
## _Vision_
Our vision is for an inclusive society where the people of Battersea and the wider Wandsworth community achieve their potential together.
## _Mission_
We foster and empower communities in our neighbourhood to reduce poverty and isolation.
## _Values_
- **Respect:** for the unique worth of individuals and communities, and their right to make informed and empowered choices
- **Collaboration:** with others, promoting equal opportunity, challenging discrimination and valuing diversity
- **Sustainability:** Focussed on lasting impact and ensuring the continuity of the settlement
- **Kindness:** Acting with care, generosity, trust and friendliness towards all
## _Aims_
- **Foster community:** Create a sense of belonging, unity and trust for all local people to engage and collaborate with each other
- **Promote empowerment:** Enable people’s voices to be heard
- **Fight poverty:** Identify, nurture and energise the potential in individuals and organisations by increasing their educational, economic and social opportunities.
- **Reduce isolation:** Widen local people’s circle of friends and networks of support, involvement in the community and access to health & social services
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KATHERINE LOW SETTLEMENT LIMITED ANNUAL REPORT AND ACCOUNTS OF THE TRUSTEES FOR THE YEAR ENDED 31[ST] MARCH 2023
## _Activities_
- **Direct** running of our own community projects to support children, young people and their families, older people and refugee communities
- **Indirect** partnering with and offering premises and rooms to other groups working with e.g. people with mental health issues
- **Campaigning** against intolerance and injustice where it undermines our aims
## **KLS new 5-year strategy 2023-2027**
We launched our new 5-year strategy in January 2023. Please download it from our website: www.klsettlement.org.uk
Our focus over 2023-2027 is to continue:
- A. Evolving our community programmes to meet local people's needs
- B. Increasing our partnerships and collaborations
- C. Strengthening our systems and processes
## **A. Evolving and adapting our community programmes**
The core way KLS has traditionally sought to achieve these aims is through the community services we deliver ourselves. Here, our primary goal for the next five years is to support our members and enabling our teams to work together as effectively as possible. We will do this:
## **Within our services:**
- Elders: deepening support for more independent living, health & wellbeing
- ESOL: extending extra-curricula learning alongside the classroom
- Love to Learn: progression from early years through to the world of work
## **Across our services:**
- Workforce development, wellbeing, training and performance
- Safeguarding vigilance
- Admin coordination
- Enabling transition between programmes
- Bolstering communication
Goal 2027: Coordination, process improvement and people. We will adapt our programmes, implement our people strategy, make the most of our resources by eliminating duplication and hassle and joining up our services and activities. The emphasis of issues we work on will evolve over time as we involve our members, collect, collate and analyse data/ evidence, and can be augmented by working with partners.
## **B. Strengthening our partnerships and collaborations**
KLS’ impact is restricted when we act alone, due to the complex nature of the challenges faced by our local community in Battersea. KLS can’t and shouldn’t try to do everything itself - better outcomes will be achieved working in partnership.
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KATHERINE LOW SETTLEMENT LIMITED ANNUAL REPORT AND ACCOUNTS OF THE TRUSTEES FOR THE YEAR ENDED 31[ST] MARCH 2023
We will do this by:
- **Signposting** : Bringing in or directing to partners within the community e.g. Citizens Advice, Foodbanks, NHS.
- **Coordinating** : Sharing and pooling resources, drawing funders together Incl. room hire & offices.
- **Incubating** : Nurturing and growing people and organisations.
- **Advocating** : Campaigning to change insufficient policy and processes.
Goal 2027: Vetted partners, defined approach per priority. We will broaden the obstacles we address through community services and partnerships to effect change in Battersea.
## **C. Strengthen our Foundations**
We are a larger community organisation in Battersea supporting more members and activities than ever. We need to invest in support functions, making them robust enough to underpin both our own activities and our partnership activities.
We will do this by:
- **Accommodation and maintenance** : Take steps to mitigate the physical limitations at KLS centre until funding is available for major refurbishment.
- **Sustainability and environment** : Strengthen the environmental/sustainability culture throughout KLS, our partners and across Battersea.
- **Measurement and data** : Enable the collection, reporting and analysis of a wider range of data points to support data-led decisions.
- **Funding and investment** : Subject to funding, investment in people strategy, data strategy, accommodation and sustainability.
Goal 2027: Conserved, safe, additional venues, awaiting refurb; Green operations, reputation, metrics and education; Integrated systems, quality data and decision making; Broaden income streams, funded programmes.
Having nearly doubled in size over the past five years, we need to strengthen our infrastructure.
## **We will consult and keep you up to date**
Behind this summary there are detailed plans underpinning each aspect. The Trustees and Leadership Team will constantly review progress and adjust to changes. We will report on progress at each AGM and key points in the year.
We need your help to make this strategy a success. Get in touch as we’d love your help in shaping our next five years. Together we can make a real difference to the lives of local people in Battersea and the wider Wandsworth community.
## **Find out more**
Please visit our website for more information about our new strategy and work: www.klsettlement.org.uk
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KATHERINE LOW SETTLEMENT LIMITED ANNUAL REPORT AND ACCOUNTS OF THE TRUSTEES FOR THE YEAR ENDED 31[ST] MARCH 2023
## **ACHIEVEMENTS AND PERFORMANCE**
The following report highlights our achievements and performance during 2022/23, in line with our new strategy:
## **A. Evolve and adapt our community programmes**
Katherine Low Settlement is a much loved, busy charity that has been serving Battersea and the wider Wandsworth community since 1924. We are dedicated to building stronger communities and enable people to challenge and find ways out of poverty and isolation.
We run a number of our own community programmes supporting older people, children, young people and their families and refugee communities. This year we’ve supported 958 residents directly, with a wider ripple effect of making a difference to about 5% of the local population in Battersea. Our fantastic team of 36 staff, 155 volunteers, 60+ community partners and our generous supporters and donors enable us to bring about this change in Battersea.
Note: All names have been changed to ensure confidentiality.
## **i. Elders Team**
Katherine Low Settlement has worked with older people since its conception in 1924.They are a core part of the community that we continue to work with. We provide, often in partnership, a range of projects and activities for older people including Health and Wellbeing, Creative Arts, Intergenerational Work, Connecting Neighbours & Active Participation and Trips / Outings. We are locally focused, responsive to need, co-produce our work programme and achieve effective and significant outcomes for older people.
We always look to make a positive connection and difference to the lives of our members. Our service always strives to:
- Encourage active and independent living
- Reduce isolation and loneliness
- Improve wellbeing and prevent ill-health
- Enable our members to become dynamic and contributing members of the Wandsworth community.
Our key objective this past year has been to continue to increase the number of elders attending the centre. We have also worked with our members to increase the number and breadth of our activities. We have proactively built on our referral pathways with Social Prescribers, Link Workers, Occupational Therapy and Wandsworth Council’s health and social care teams, as well as GPs. We visit them in-person and online, attend their team meetings giving presentations about the scope of our work, criteria for joining, how to refer and explore ways in which we can deepen our partnerships.
## **Our members**
This year the service has **455 elder members, an increase of 30% from 2022** . We received a surge in referrals from local partners including Social Prescribers, Wandsworth Council’s Adult Social Services team and self-referrals.
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KATHERINE LOW SETTLEMENT LIMITED ANNUAL REPORT AND ACCOUNTS OF THE TRUSTEES FOR THE YEAR ENDED 31[ST] MARCH 2023
## Our membership includes:
- 62% female, 24% male and 14% prefer not to say
- Ages range from 45 to 98, mean average age of 74
- 55% are White British, 35% Black British 5% Asian 5% not known
- 10% provide unpaid care for someone, including their adult children, grandchildren, a close friend or partner
- 53% have conditions that limit their daily activities, 12% have three or more such conditions. These include dementia (20%), diabetes (13%), various heart issues (10%) hearing issues (5%) stroke (4%) sight issues (3%) and cancer (3%)
- 12% report mental health conditions including depression, anxiety, eating disorders, personality disorders, complex post-traumatic stress disorder and psychosis
## Our **Annual Impact Survey** with our older members found that:
- 97% enjoy the social interaction
- 93% feel more in control of their daily life
- 82% agree they had a wider network as result of coming to KLS
- 86% feel less isolated
- 82% feel more confident
## **Member’s Story – Jim getting the support he needs**
Widower Jim aged 83 lives alone. He lost his wife at the beginning of lockdown, his family live far away and are not able to visit very often. He was referred to us during lockdown via the social prescribing service due to his low mood, isolation and anxiety which was causing insomnia and panic attacks. He was initially supported by our Fone Friends telephone befriending and was provided with craft activities to do at home. One of our caseworkers attended a GP appointment with him to advocate for his health needs and he was referred onto the local Older Adults Mental Health Team.
Once we were able to work in bubbles, we invited Jim to the centre for a coffee morning and introduced him to some of our members. As lockdown lifted, he began attending our Film Club, Lunch Club and outings. He quickly struck up a friendship with two other members and they now make arrangements to meet outside of KLS, go shopping and take day trips with Community Transport.
Jim has continued attending lunch club and various activities, as well as Intermediate Exercise classes to ensure his physical mobility is maintained. He is looking forward to attending our day trip to Windsor soon. Jim continues to have mental health and memory issues. When he is struggling with his mental health, he contacts the team who provide one-to-one support. We have also referred him for Befriending and the Memory Clinic.
## **Core Programme**
The service continues to offer Lunch Club, Exercise and social activities as part of its core programme, as well as outreach support for the most frail and housebound.
_“Coming to KLS has been a lifesaver for me as after losing my job I just stayed at home all day.”_ Lorna, attends several social groups at KLS
## **Exercise**
Exercise classes included Chair Exercise, Chair Dance, Dance for Life and T’ai Chi. We piloted a new volunteer-led yoga class as our first evening session for our members. Members attending
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KATHERINE LOW SETTLEMENT LIMITED ANNUAL REPORT AND ACCOUNTS OF THE TRUSTEES FOR THE YEAR ENDED 31[ST] MARCH 2023
these classes reported improvements in their fitness levels, balance and flexibility across all classes. This year we participated in Wandsworth Falls programme and held several falls clinics and falls prevention sessions at our centre.
Our **Annual Impact Survey** asks our members about their physical activity:
- 87% feel their levels of fitness has greatly improved since attending exercise classes.
- 82% report an improvement in balance, flexibility and strength.
## **Lunch Club**
Lunch Club was part funded by the Wandsworth VCS Warm Spaces Grant to help counter the cost-of-living crisis and ran on Tuesdays and Thursdays. This year we included themed meals such as a 1960s lunch buffet, Caribbean meals and an Italian Day. The menus are agreed with our members and the team cook healthy and fresh meals from scratch each day. We regularly get 50 people attending our Lunch Clubs each week.
_“It gets me out of the 4 walls of my flat. The association with other people and the lovely meal. Nothing to improve. Unless we can get a Rolls Royce each! It’s lovely.”_ Colin, a Lunch Club member
## **Social activities**
Opportunities to socialise continue to be central to the Elders Service offer. This helps our members to widen their social network by making new friends and deepen relationships with existing ones. In turn reducing social isolation and increasing their social capital. We have a sewing club, Contact Club, hosted several themed parties including Christmas activities, film clubs, outings to see local shows, held talks and socials.
_“I like doing art and dancing and painting. The best thing is to be here every day. I feel better. I am very happy.”_ Nora, an activities member
_“I was very pleased when we all made poppies for Remembrance Day. They were displayed... [and] we sold some with money going to The British Legion.”_ Renatta, a Sewing Club member
## **Advice and Advocacy Support**
The service also provides one-off and short-term support to more frail elders. In the past year examples of this have included referrals to foodbanks, referrals and advocacy for urgent housing needs, support to reduce debt and increase care packages as well as mental health service referrals.
We have a small team of ‘fone friends’ volunteers who continued to offer telephone friendship to our most vulnerable elders.
We also organise and chair the ‘Battersea Elders Forum’. This regular Forum is a chance for stakeholders from local charities, Wandsworth Council and local care homes to meet and share ideas and activities planned for engaging older people in Battersea.
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KATHERINE LOW SETTLEMENT LIMITED ANNUAL REPORT AND ACCOUNTS OF THE TRUSTEES FOR THE YEAR ENDED 31[ST] MARCH 2023
## **Age Well Battersea**
_“I feel much better when I am here.”_ Fatima, an Age Well member
As of March 2023, our Age Well service had 150 members, a 49% increase on 2021/22. Again, due to an increase in referrals. Sessions have included: exercise via Zoom, LGBTQ+ Club, drawing classes/socials, photo-walking groups, storytelling classes, wellbeing sessions with Talk Wandsworth, reminiscence/educational activities including art therapy.
During this period activities have included a programme of 6 monthly local history walks, developed in partnership with Emma Anthony, Archivist at the Wandsworth Heritage Service. One walk was led by volunteer local historian Jeanne. One of our popular walks was a local history walk, talk and tour of Battersea Power Station. Fitness walks were aimed at those wishing to improve their fitness levels.
Once a month Age Well ran creative outreach sessions. The sessions were held at Battersea Arts Centre and 575 Wandsworth Road. This was to attract new member, make use of community resources and increase confidence in members using unfamiliar public spaces.
The LGBTQ+ club is growing and how has 12 members. Activities included a trip to Southend on Sea (September 2022); Photography portraits project with UAL student (October 2022); Visit to Battersea Power Station (October 2022); Visit to Tonic Housing (LGBT Housing in Vauxhall) (November 2022); Covent Garden Christmas Stroll & Lunch (December 2022).
## **Age Well Art Shows**
The Age Well Programme was proud to host two successful art shows in 2022:
- _‘The Things That Matter in Life’_ in May 2022 at the Dyson Gallery, showcased work created by participants during lockdown, as part of the Age of Creativity Festival. The art sessions were both in person and digitally online using Zoom.
- _'Enjoy the Journey - How did we do that'_ in October 2002 at the Pump House Gallery, looked back at our members journey through lockdown and beyond. It included elements of storytelling, painting, drawing recordings and craft.
Both exhibited the amazing talent of the elders – none of whom had exhibited before, many of whom had not created art before.
## **Tech Up Battersea**
Our Tech Up Battersea service this year supported 127 elders to:
- **Access digital** – buying/borrowing/accessing the most appropriate digital devices, products and IT services.
- **Connect digital** – connecting to the internet and digital services, that are affordable and appropriate.
- **Acquire digital** – learning digital skills and developing confidence to lead a digital life.
_“I have attended Tech Together for one year now. My skills and confidence in using my mobile phone have greatly improved, being part of a group also gives me the opportunity to_
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KATHERINE LOW SETTLEMENT LIMITED ANNUAL REPORT AND ACCOUNTS OF THE TRUSTEES FOR THE YEAR ENDED 31[ST] MARCH 2023
_discuss/ask questions regarding the different issues arising from the use of my mobile. The level and quality of teaching is excellent.”_ Linda, a Tech Class member
Tech Beginners and Tech Up sessions are weekly sessions based on the foundation skills of the _Essential Digital Skills Framework_ . Topics covered included:
- Online Health - navigating the NHS website, with a fact-finding quiz; Introducing NHS app.
- Online Shopping - including a price challenge as part of ‘Get Online Week’.
- Banking Online - introduction and money management tools.
- Smart Phone Basics - understanding buttons, apps and types of connection.
- Understanding Apps - downloading and deleting.
Elders were referred to Age UK to loan a Tablet. 4 people were issued with data sims via the KLS project. Home visits were completed for 1-2-1 needs assessments and support sessions were provided. We were granted 16 refurbished Android smart phones by Good Things Foundation, as part of their ‘Get Online’ London project with the Mayor of London and LOTI.
Chris, our Tech Up worker, ran outreach sessions with local groups at: Dimson Lodge, Recycled Teenagers and Battersea Park Retirement Village. Each session was aimed at those completely new to technology. We also partnered with Wandsworth Healthwatch, Wandsworth Council and Age UK Wandsworth on a Sight Loss event in November 2022.
This year KLS handed over the Wandsworth Digital partnership to another local charity, Power to Connect. We continued to attend their regular networking events, meeting colleagues from other digital projects. Our worker also attended a national Digital Health Champion Network meet-up with colleagues running Digital Champion projects across the country. Their most recent report included us and shows we have a significantly better reach supporting people with digital skills.
## **Member’s Story – Joanna learning how to use a smart phone**
Joanna came to our Tech Up Battersea project very nervous about all the functions on her phone and with little experience of using other devices. She was often quiet in the sessions and not always ready to answer questions. With support and help from her peers, staff and volunteers Joanna has progressed a great deal. She has shown a genuine enthusiasm for learning about technology and shows heartfelt gratitude after each session.
“I am very grateful to Chris (our Tech worker) who has been very patient with me and helped me an awful lot when I needed it. I would say I am gaining more confidence now using my phone. I’m still learning with the tablet but I'm positive my confidence will grow. The volunteers at the digital drop-in have been invaluable when I need extra support. Thank you KLS, to the entire crew who have been so helpful and supportive.”
## **More information**
KLS Elders team full annual report 2022/23 can be downloaded from our website: www.klsettlement.org.uk
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KATHERINE LOW SETTLEMENT LIMITED ANNUAL REPORT AND ACCOUNTS OF THE TRUSTEES FOR THE YEAR ENDED 31[ST] MARCH 2023
## **ii. ESOL (English) team**
Katherine Low Settlement has a strong track record of providing ESOL community courses since 1999. We provide **free English for Speakers of Other Languages (ESOL) courses for** migrant and refugee communities in Wandsworth. This enables our students to improve their English literacy and language across the four skills of speaking, listening, reading and writing. We significantly revitalised our ESOL and adult education offer from 2014 and have not looked back. We support around 100 adult learners each year.
## **a. Target Group**
_'I took my E3 Writing exam in the summer and passed, I felt confident enough to take the test. It is thanks to my teachers who believe in me and help me to believe in myself.”_
Our students come from the local community in Battersea and across Wandsworth. Some of their children attend our homework and holiday clubs too, and many attend our parent workshops we run on a Friday with our Love to Learn education team.
Our students live on low incomes and in poverty, struggle with English and to integrate into the wider local community. The vast majority are women (96%). Our youngest student is 21 and eldest 71 years old. The average age is 39. They come from 31 different nationalities. Most are from refugee communities.
|**Students 2022/23**|**No.**|
|---|---|
|Number of students 2022/23|106|
|Retention (finishers)|99 (93%)|
Our students are supported by our fantastic team of 9 staff and 36 volunteers.
## **b. Outcomes**
_“I feel like my listening and understanding of English has improved. I like everything about the class.”_
We work hard to achieve the following differences in our students lives.
|**Difference / Outcomes**|**Year 4 – targets**|**Year 4 –**|**Notes**|
|---|---|---|---|
||**2022/23**|**actuals**||
|||**2022/23**||
|Improve their English literacy
and language skills across
speaking, listening, reading and
writing|
80% of learners
achieve a
nationally
recognised
certificate
(NOCN)|90%|Realistic targets enable students to achieve
based on need, ability and time available.
Introducing Employability which is assessment
based allowed students to gain certificates.
In 2023-24 we are introducing English and
Maths awards so that more students can
achieve in bite-sized pieces, based on
continuous assessment.|
|Increase their confidence by
using their new English skills in
‘real life’, out in the
community|90% of learners
will increase
their confidence|95%|The Word Cloud illustration (see above) is a
collection of all the vocabulary students
collaborated on for end of term evaluations
across all the classes.
This vocabulary reflects a happy confident
cohort of students|
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KATHERINE LOW SETTLEMENT LIMITED ANNUAL REPORT AND ACCOUNTS OF THE TRUSTEES FOR THE YEAR ENDED 31[ST] MARCH 2023
|Reduce isolation by making
better connections through
new friendships and
relationships|95% social
contact with
other people at
least once a
week
95% strengthen
their informal
network with
class mates,
neighbours, and
KLS staff & vols|95%
95%|96% of our students are women. This is
because of the particular barriers we break
down to accessing education:
Free Creche; Free classes; open enrolment-
need, not status; class times designed around
school hours.
Women from refugee and immigrant
backgrounds are most likely to suffer from
social isolation often away from extended
family and support networks. KLS provides a
place to rebuild social networks,|
|---|---|---|---|
|Be able to better support their
children with their homework,
education and relationship
with local schools|80% (of those
with children)
report being
able to support
their children’s
education|85%|Many students report being able to get
involved in their children’s Maths homework,
having studied the same subject in class. We
are collaborating on more projects with Love to
Learn, which runs after school homework and
wellbeing support for the children of many of
our students.|
|Progress into further education
and employment|
10% will
progress each
year|11 people
(11%)|Many students at Level 1 have the opportunity
to move on to employment or further study.
See below for more details.|
In addition to qualifications there have been a number of other tangible benefits that our students have achieved including:
_**Increasing in confidence and self-**_ **esteem.** Our students are able to use their improved English skills in 'real life', out in the community - see the case studies and quotes included.
_**Making new friendships and widening their social networks**_ **.** Their children have also got to know one another through their time in the crèche.
_**Increasing the education support they are now able to give their children at home with their homework.**_ They have reported being more engaged in their children’s education e.g. attending parents evening and being able to engage with teachers more.
_**Increasing their involvement in other community organisations.**_ Our students are more involved with, for example, their children's schools, faith organisations, community centres, migrant support charities etc., because they are developing their English skills, which in turn has improved their confidence and self-esteem.
_**Increased participation with local partnerships.**_ Students are using the connections KLS has fostered with other charities and partners and are getting involved in other local projects.
## **Members Story: What a difference four years makes**
Laila came to us four years ago. She was exhausted from bringing up children in a one-bedroomed flat and trying to keep them entertained while her husband worked from home. Her four boys ranged in age from 6 months to 8 years old. Laila was isolated, with her family scattered all over the world and did not have any independence: no bank account, no friends, speaking little English. Another parent from her children’s primary school recommended our free ESOL classes at KLS, she came and signed up to our waiting list and was assessed for her class. She was able to leave her baby and toddler with our creche team while she studied.
Laila was lucky to have some education from Sudan and learnt quickly. She was then able to enrol on a childcare course we were running. This gave her the opportunity to study for a future career, but also to engage in discussions around family and parenting. The students were also encouraged to volunteer in
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KATHERINE LOW SETTLEMENT LIMITED ANNUAL REPORT AND ACCOUNTS OF THE TRUSTEES FOR THE YEAR ENDED 31[ST] MARCH 2023
the creche to gain experience. This gave Laila the opportunity to get financial independence as she needed a bank account as proof for getting a DBS check. The chance to reflect on her own living situation and the strength and mental independence she gained from her new friends in class, did not go unnoticed at home and she and the 4 boys were ejected from their home one weekend in late 2020.
We were able to contact Battersea Coronavirus Angels, which was born out of Covid, and a volunteer got her some emergency cash (she had £2 in her pocket). We were able to contact children’s social services and she was found emergency accommodation. We lent her a laptop and connected her with Citizen’s Advice and South West London Law Centre. These were able to help her navigate all the different agencies, lawyers, social services and paperwork she needed to deal with.
Fast forward to 2023: Laila has been a champion for two other students suffering from domestic violence at home; she has found accommodation suitable for herself and 4 boys; she has studied on a level 2 Teaching Assistant course at a local community centre, while working part-time at her son’s primary school. She has now been offered a full-time classroom assistant post. She is most excited about being financially independent. She is also very aware of her role in teaching her boys to value and respect our mothers, sisters and daughters.
## **c. Our creche enables students with young children to study**
_“For me everything is going well. The teachers are kind. I also like it because my daughter is taken care of in the crèche when I study. She is happy to come to KLS. When I come to classes, I learn something new every time.”_
We provide a free creche (on-site) for those students with pre-school aged children, which around 25% of our students use. Many of our students were able to study as their / were being well looked after in our on-site crèche. It is run by an experienced team of staff and volunteers (many of whom are former students).
|Children accessingour ESOL crèche
No. of Students
% of Students who need childcare,without which theycould not study|**2022/23**||
|---|---|---|
||43||
||106||
||41%||
||||
## **d. Recruitment, oversubscribed classes and a waiting list class**
KLS has well established links and relationships with Battersea and communities across Wandsworth – especially refugee families and those in so called ‘hard to reach’ communities. We have a multi-lingual team of staff and volunteers who speak most local languages including Somali, Arabic, Tigrinya, Turkish, Italian, Spanish and French.
We recruit mainly through ‘word of mouth’ but are oversubscribed, such is the demand. We are over capacity by around 30% each year. We signpost and refer students to other ESOL providers where possible. However, most organisations close their admissions in October.
We keep an open waiting list which allows for spaces to be filled until the October half-term. Late starters after this are able to attend a low-level waiting list class from January-July , so at least they are learning some English before we can offer them a full place the following September. It gives them access to some classes, as well as acclimatizing to regular study. This waiting list class runs once a week for two hours, run by two volunteers.
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KLS could do more if it had increased funding, staff and volunteers to provide more of its highquality ESOL services for local people in Battersea and the wider Wandsworth community.
||**2022/23**|
|---|---|
|No. of Students|106|
|No. whojoin our WaitingList class|23|
|No. referred onto otherproviders|1|
## **e. Attendance**
Our English, Maths and IT classes continued as normal. We continued to offer and develop a range of extracurricular activities particularly fitness, yoga and Discover London.
However the Pandemic is continuing to impact our students and our classes. Attendance was definitely lower and a challenge. Students are not able to attend for a variety of reasons: off sick (including long Covid), having to look after sick children at home, overseas travel to look after ill family members, housing issues, school closures, stricter Benefit requirements.
Sadly, post-Covid we are seeing a lot of relationship and family breakdown which is affecting the mental health of our members. Anxiety is very prevalent, especially amongst the Afghans and Somalis, whose families still living in their birth country, are facing renewed uncertainty with the worsening situations. Similarly issues with immigration and public perceptions of this, post-Brexit and the 2022 Nationality and Borders Act, are also having a detrimental effect. Although these issues may not seem to be issues that affect attendance, this affects the invisible consequences of mental health issues on already vulnerable people.
We are not alone. Other ESOL providers are telling us they are experiencing the same difficulties with their students.
The table below shows the reasons giving for non-attendance for just one of our classes of 19 students:
Issues affecting student attendance 2022-23 A snapshot from just one of our class of 19 students
**----- Start of picture text -----**
Births
Pregnancy
Part -time work clash
Depression
Child's mental health
Menopause
Domestic violence
Family break up
War related injury
Long term sick
Long covid
Homelessness
0 1 2 3 4 5 6 7
**----- End of picture text -----**
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## **f. Exams and Qualifications**
_“Thanks to KLS, I have passed my ‘Life In The UK’ test. I have wanted to do this for a few years, but because I took my E3 Writing exam in the summer and passed (!), I felt confident enough to take the test. It is thanks to my teachers who believe in me and help me to believe in myself.”_
All students, should they wish, can take exams and gain a nationally recognised certificate with NOCN (National Open College Network).
||**2022/23**|
|---|---|
|Exam results – passed (n.)
(for students in Entry 1, 2, 3, Level 1 English SFL; E2, E3, L1, L2 Functional skills
Maths)|90%|
|No. of students who chose to sit an exam|58|
Since 2020 we have been entering less students for exams but gaining better results. We achieved this by holding 1:1 meeting early in the year and discussing realistic goals based on diagnostic assessment and agreeing an individual plan. This allows the student the space to think about what they want to achieve and is followed up with subsequent meetings at relevant points in the academic year.
## **g. Moving onto further education and employment**
We are conscious that our students live on low incomes, mostly in poverty. The more able they are to work and bring in additional income into the household the better, and/or to progress into further education to gain further qualifications, which in turn will enable them to find better paid work.
Most of our students stay with us on average 3-5 years. They generally improve sufficiently to move up a class each year. And as the table shows below some leave us to move into further education and employment.
||**2022/23**|
|---|---|
|Students movingonto further education and employment|11|
This year:
- 2 are setting up their own businesses (a café and an online make-up business)
- 3 are moving into part-time work in health and social care
- 4 are moving to part-time higher-education courses and part-time work in hospitality
- 1 is studying Level 2 Teaching assistant
- 1 is going onto full time work as a TA in a local primary school (here story is below)
## In addition
- 6 of our volunteers are moving on to study ESOL qualifications with Twin UK and CELTA.
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## **Member Story – Sahar moving into employment**
Sahar came to KLS as a new mother, having heard from a friend that we run ESOL classes. She came from a traditional Sri Lankan background, where girls’ education was not compulsory or prioritized and although she was living with a supportive husband, it was expected that she would be the one to stay home and look after the family. However, a free creche was all it took to liberate her from 24/7 homemaking and she jumped at the chance to study English four hours a week.
Sahar studied hard and improved quickly, moving from Entry 2 to Level 1 in a couple of years. Her son flourished in the creche and after a break for a second baby to be born, Sahar returned with renewed passion for a future career working with children. She then studied on the childcare course that was running alongside her ESOL class. She achieved her Level 1 Introduction to Early years qualification as well as Functional Skills Maths and English at Level 2. This gave her the confidence to apply to a Teaching Assistant course at South Thames College.
Sahar is now working full time at a Wandsworth Primary school, as a Teaching assistant, where she often teaches the class when the teacher is planning lessons.
## **g. Extra-curricular programme**
One of the things that has come out of evaluations in recent years is the students are more interested in language progression than in formal qualifications. Although some are still interested in gaining qualifications, because they need that marker of success, or because they have an intended career path for which they will need Maths and English, everyone recognises the benefits of what are often deemed ‘soft skills’ that can’t be measured by a qualification.
Our students want to apply their English outside the classroom, in the real world. They want to try new things and learn new skills. They want to improve their friendships and social networks. For this reason we have developed our programme to include a range of employability and extracurricular activities, including yoga, dance, fitness and exercise, cooking, photography, sewing, pottery, cycling, a book club and Discover London. We will continue to grow, evolve and adapt these with our students.
## **More information**
KLS ESOL team full annual report 2022/23 can be downloaded from our website: www.klsettlement.org.uk
## **iii. Love to Learn education team**
Our Love to Learn education team has been working with children and young people from refugee backgrounds, and their families and carers, since 2004. We provide a range of educational and wellbeing services and support for **397 young people, an increase of 14% from last year** , from refugee backgrounds, including education information, advice and advocacy support with literacy, study skills and homework through Learning Mentors, after school homework clubs, GCSE study groups and holiday clubs, parent workshops and supported referrals to other agencies.
We have an excellent track record of reaching outcomes, creating impact, safeguarding, reporting, monitoring and evaluating and building partnerships, especially across the voluntary and statutory sectors.
What follows is a summary of our work over the last year.
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## **Youth Work: Homework Clubs and 1-1 Mentoring**
It has been another bustling year for our Homework Clubs which are now offering invaluable support, guidance, and inspiration to 215 children and young people, ages 4–22. We have 23 on the waiting list for Clubs – 73 on the waiting list in total – such is the demand.
Alongside Homework Club, our vibrant **Youth Club** also thrived, welcoming 27 refugee young people (many of whom are Unaccompanied Asylum-Seeking Children) to connect, learn, and grow together.
_"I have made so many friends here, everyone is very kind and made me feel welcome."_ Youth Club Participant
Among the many achievements of the past year, the success of the **post-16 employability support** stood out. The Careers Fair, a highlight event, provided invaluable insights and opportunities for 40 young members with 11 local companies, helping them shape their future paths with confidence. We plan to create an even wider range of apprenticeship and volunteer opportunities for young individuals next year.
_"Thank you for all the help with my CV and how to look for work, now I feel more confident to find something I want to do."_ Young Person post CV workshop
## **Members Story: Fahad welcomed through our Youth Club**
Fahad came from Somalia with his mum to the UK last Summer when he was 15 and joined our Summer activities as he was referred by his mum's friend. Him and his mum did not speak much English but Fahad immediately felt comfortable to join in with the sports as he loves playing football. He met other people his own age and even though he wasn't always able to speak to them, they would play together. He also met some other Somali young people so he felt more at home.
He was then enrolled in school and was put in the same class as people he met at KLS so that made his start to school a lot easier. He started to come to the Youth club for newly arrived and unaccompanied young people and has come regularly throughout the year. Over this year, not only has he learnt to speak English, but we have learnt more about his other passions and hobbies and have enabled him to pursue them! Fahad always has his headphones nearby, ready to share his favourite music and rappers with other people. In the spring term, we had some music production sessions at the Youth club and it was fantastic to see how engaged he was and the music he made and shared with the group.
This year we launched a **new Early Years Mentoring project** , ensuring that even the youngest members of our community (aged 4-7) received the education guidance and support they deserved. We will continue to grow and develop this project next year, matching more children with mentors. Starting from September 2023, we will introduce parent workshops targeted at parents of children in Reception and Year’s One and Two, offering guidance on how to best support their children's educational journey.
_“My daughter counts the days until she sees her mentor, I can’t help her at home with her schoolwork.”_ Parent of Early Years Mentee
As well as launching our Early Years Mentoring we have continued developing our original mentoring programme providing 1-1 support to young people aged 7-13. We recruited a new youth worker whose focus is to deliver and grow our mentoring work and she has been working closely with our volunteer coordinator to do recruit amazing mentors to help us do
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this. We currently have 40 young people on the programme, with a further 25 on the waiting list who will soon be matched with a mentor.
We will also further develop our **online mentoring** - something we trialled and have kept since the Covid lockdowns. Plans are underway to create an online platform and/or database where volunteer mentors can access a wealth of learning resources, enabling them to deliver effective support regardless of physical constraints. We hope this will make the programme more flexible and allow more wonderful volunteers to get involved around their commitments.
## **Members Story: Fatima supported through mentoring**
Fatima, age 5, is the youngest of five siblings and her parents are not fluent in English. She was referred to us by the love to learn to case workers. Fatima’s mother told our mentor coordinator that she does not have the time to help her with homework and read to her at home. In the past Fatima has had to stay at home while her siblings attended GCSE club at KLS. She is now overjoyed to be able to join in on the activities and get support with her reading. Fatima is always excited to engage with her mentor when she attends and is keen to participate in the group activities. Each mentor is assigned to two children, Fatima is enjoying reading and writing with the other mentees. They work as a group and decide on what they would like to practice. She looks forward to attending the session every week.
We organised a number of **trips and activities** to broaden the horizons of our young learners. Excursions to the Migration Museum, exhilarating indoor climbing sessions, skateboarding classes in Battersea Park, and captivating outdoor performances by the Flying Seagulls were just a few of the highlights. Moreover, the young participants were treated to theatrical experiences and drama workshops that nurtured their creativity and self-expression.
_"That was the first time I've ever been to the theatre, it was amazing!"_ Young Person after our theatre trip
The **summer holidays** can be an incredibly challenging time for our families. It is well documented that children from low socio-economic backgrounds return to school having lost some of their learning from the previous year and this is due to lack of stimulation, inactivity and lack of nutrition over the holidays. To support our families we have once again created an action-packed summer schedule.
Over the month of August we delivered three days a week of multisport activities, one day of art activities and a number of trips, including the seaside (for all the family) and activity parks. We also provide nutritious food and snacks each day, to ensure all our young people are eating well, as well as fish and chips and ice cream on trips because it is the summer holidays after all! Over 200 young people took part and we hope they will return to school revitalised, full of stories of their fun holidays, ready for another year of learning.
_"This is the only thing we have done all summer holidays, if we didn't come to the sports day every week and the trips, we would have been at home the whole holidays."_ Young Person accessing our Summer Provision
_"KLS has been like another family to me and my children, my children get so excited when we do any activity with KLS, especially the homework clubs and summer trips."_ Parent of a Young Person accessing our Summer Provision
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We introduced weekly **art therapy sessions** for the most vulnerable boys we support. This mental health support provided 12 of them with a creative outlet to express their emotions and fostered healing and personal growth. We have also joined **the Jack Petchey scheme** for the first time, which empowered mentors and children alike, recognising and celebrating their achievements.
_"I learnt I don't have to be angry all the time and I can speak to someone if I don't know what to do when I'm sad at school."_ Young Person on our Art Therapy Programme
_"I can't believe we can choose how to spend the money with our friends."_ Jack Petchey Award Winner
Our **GCSE Clubs** have been successful in attracting a diverse group of refugee young people this year, with 75 young people registered and a regular attendance of 33 students. These Clubs have proven to be invaluable platforms for providing tailored GCSE support and guidance to students in Years 10 to 13. Our dedicated staff and volunteers are committed to offering oneto-one assistance during our two weekly sessions.
While the year was full of highs, it was not without its **challenges** . The availability of volunteers during weekdays proved to be an ongoing struggle. The demand for mentoring consistently outpaced our capacity, resulting in a long waiting list with new referrals continuing to pour in.
The team also had the task of supporting children with complex needs, for example, gang membership, bullying, overcrowded housing and domestic violence. Our dedicated Club staff worked closely with our casework team to provide tailored support to each of our young people. Dwindling funding for crucial services such as CAMHS, Sure Start, and local mental health services in schools and the NHS presented an ongoing challenge, making it difficult to meet the needs of families and young people within the local community.
## **Youth Work focus for next year**
A key priority for the next academic year is to **recruit more volunteers** who can dedicate their time on weekdays during the day. By increasing the number of volunteer mentors, the Clubs hope to further reduce the waiting list and provide timely support to those in need.
In response to the passion exhibited by young people for human rights campaigns, such as refugee and asylum seeker rights and climate change, the Homework Clubs are considering ways to further engage with these causes. By exploring avenues to **get involved in relevant campaigns** , we aim to foster a sense of advocacy and social responsibility amongst our young people.
To empower our young people and provide them with valuable experiences, the Clubs plan to develop the **Youth Ambassador's** further. This will involve young people more in the decisionmaking processes of the team and KLS more widely, provide them with training opportunities, and grant them a voice in shaping the future of the Homework Clubs.
We have been accepted into the esteemed **London Youth Sports Leadership project** . This opens doors for young people to engage in sports leadership, enabling them to access a host of opportunities both within the project and the broader community.
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Recognising the significance of **mental health support and overall wellbeing** , the Clubs will continue to prioritise this support in the coming year. We plan to introduce more wellbeing workshops, as well as offer both group and one-to-one art therapy sessions, ensuring their emotional and psychological wellbeing.
## **Casework and Advice**
_“I've always received great support from L2L and recently Ahmed supported me contacting Housing Benefit and my landlord because my housing benefit payment was suspended as I had not provided the information they needed within the given time. Soon after my landlord started sending me rent arrears letters over £3000 - I was very worried that my landlord would evict me for not having received the rent payments. Ahmed explained my situation to HB, and he helped me resend all the information they had requested. With his support my payments were reinstated and backdated.”_ Mother who received casework support from the team
Throughout the year, the casework and advice team has provided vital support to refugee families and young people, addressing a wide range of topics and challenges. With a total of 106 families and young individuals supported, their efforts have made a significant impact on improving lives and advocating for the rights of vulnerable people.
The casework team has dealt with numerous **complex issues** , including family reunions, housing problems, school exclusions, attendance difficulties, admissions, and providing oneon-one educational and wellbeing support. They have also tackled matters related to benefits, health, housing, gang involvement and financial issues including debt. For issues beyond our scope we actively **signpost and refer** our members to local advice agencies such as Citizens Advice, South West London Law Centre, Wandsworth Foodbank and Wandsworth Council.
As a result the team have achieved **successes** including school admissions, facilitated family reunions, secured debt write-offs, won appeals for Personal Independence Payments, and assisted young people in securing stable accommodation, thus preventing them from experiencing homelessness.
## **Members Story: Rea and her family supported by our Casework Team**
As a newly arrived refugee Rea was referred to our Love to Learn team by her local Council. She attended our drop-in advice session initially about her having to live in a bridging hotel.
She was initially placed in shared accommodation with her three children, who had recently joined her from Germany as part of a family reunion process. It meant the family were accepted as homeless by the Local Authority. They were placed in one of the bridging hotels in Battersea. This was intended to be temporary, but they’ve been living there for months: the four of them in one cramped room, with no access home-cooked food. This is inevitably taking its toll on all of them, but particularly Rea who was recently diagnosed as Bipolar.
Rea was supported by Love to Learn among other things with registering all 3 children with a local school – they are settling in well, making new friends and adjusting to the new curriculum; getting all three children involved with our Homework Club (a member of our staff speaks German and the children were so happy to be able to communicate with/through her - their English has improved too); referral to the local foodbank; support to get school uniform; and applying for benefits to improve the family’s financial situation.
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However, the year has not been without its **challenges** . For example, the team has faced obstacles in challenging the Council's decision regarding the duty of care for a vulnerable family with two children with special educational needs (SEN). They have also encountered difficulties in establishing priority accommodation for young people facing homelessness, finding suitable legal aid solicitors for family reunion cases, and addressing refusals by the Home Office. Other examples include overcoming issues related to registering children in bridging hotels at schools without proof of address; securing admissions to specialist schools for children with severe special needs; ensuring social services support our young people fully.
_**“** Alex gave me the hope and opportunity to reunite with my siblings I was separated from for many years. Without his support and guidance, it would have been almost impossible for me to find an immigration solicitor who is currently supporting me with my family reunion case. My siblings and I are not yet reunited – the process was delayed due to the current situation in Niger but I'm hopeful that this will happen very soon.”_ An unaccompanied Young Person being supported by the Casework Team
## **Casework and Advice focus for nest year**
Looking ahead the casework and advice team has identified key priorities given the rising cost of living and its impact on our young people and their families. The team aims to explore avenues for **maximising income** for their families and young people, including apprenticeships, employment opportunities and accessing benefits.
Recruiting a new team member to replace Alex Fessehaye, with a focus on **advocacy and advice for our older young people** . We also plan to **collaborate more with law centres and law companies** to provide referrals for family reunion cases, as access to affordable legal support remains a critical issue.
The team has recognised the importance of education and awareness among teachers and social workers regarding **Unaccompanied Asylum-Seeking Children** (UASC). There is a real need for mandatory training, highlighting the reasons behind UASC's journey to the UK and the challenges they face upon arrival. Addressing stigma, assumptions, and unconscious biases is crucial in creating a supportive environment for these young people. The team acknowledges the valuable role played by the International Group at Southfields Academy, providing stability and support to UASC and minimising their chances of exclusion. Additionally, they want to expand their work in further education and foster connections with universities.
We are concerned about a rise in the involvement of **young girls in gangs** over the last year. We need to do more about this. The team has attended training sessions by organisations like Abianda, which work with young women and girls affected by criminal exploitation and violence. We plan to collaborate and signpost with more specialist organisations.
## **Partnership Development**
This year we recruited a new Partnership Coordinator to provide enriching experiences and opportunities for our young people with a range of businesses, charities and schools.
These include a wide array of **workshops and sessions** . For example, two freelance nutrition graduates have been leading cooking and nutrition workshops every two weeks during term time, allowing up to 12 young people to develop valuable culinary skills and learn about healthy eating habits. The Compass Collective has conducted drama workshops for up to 12
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young people, encouraging self-expression and fostering creativity. In an effort to promote sustainability and rural experiences, the team arranged a visit to Shallowford Farm, where a youth leader guided 12 young people through the purpose of the farm and its sustainability practices. Legal advice workshops were organised in collaboration with Queen Mary Law Society, empowering young people about their rights and the British legal system.
We organised a successful **Careers Fair** in March 2023, providing support and guidance to over 40 young people from 11 partners as they explored ideas for their future. The team introduced an innovative approach by encouraging young people to consider the question at the Fair, _"What problem in the world would I like to solve through my work?"._ The event provided a platform for young people to engage with different industries, practice introducing themselves, and ask questions. Partners generously donated merchandise, allowing each young person to take home vouchers and resources. Plans are underway to hold our next Careers Fair at a larger venue at Battersea Arts Centre in September’23.
**Other partnerships** included Tideway, who provided valuable insights to 15 young people about the Thames Tideway Tunnel (or London’s new Super Sewer) and the diverse job opportunities available. Battersea Youth Voice has supported young people to share their stories and experiences through a new podcast, enabling their voices to be heard. Wimbledon Foundation led an art workshop, allowing 10 young people to explore their creativity.
The team organised various **trips** to cultural and educational institutions. These include visits to the Royal Academy of Dance for art and dance workshops, the Royal Court Theatre for immersive theatrical experiences, and the Migration Museum for engaging workshops and exhibitions. A select group of four young people had the opportunity to participate in an insight day at Fortnum & Mason.
Going forward, the team aims to consolidate and expand current partnerships, ensuring a rolling program of events and activities that can be sustained as the project evolves.
## **More information**
KLS Love to Learn team full annual report 2022/23 can be downloaded from our website: www.klsettlement.org.uk
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## **B. Strengthen our partnerships and collaborations**
We are extending our impact by working with others in our community, by:
- **Signposting** : Bringing in or directing to partners within the community e.g. Citizens Advice, Foodbanks, NHS
- **Coordinating** : Sharing and pooling resources, drawing funders together Incl. room hire & offices
- **Incubating** : Nurturing and growing people and organisations
- **Advocating** : Campaigning to change insufficient policy and processes
## **i) Signposting**
There are some amazing organisations locally and across London. We can do more if we each play to our own strengths and specialisms to support local people. We work with more than 100 specialist partners to signpost and refer our members to if we cannot support them in a specific area of their lives. These include Wandsworth Council and its various departments notably social services, local schools, NHS health services, advice services such as Wandsworth Citizens Advice, South West London Law Centre, Wandsworth Foodbanks and many more.
Our approach is to get to know our partners, build relationships with their staff and understand their specialisms (and them us), so that we can actively signpost our members and it not be a faceless bureaucracy but a real person/team they can seek support from. We will, if appropriate, advocate for our members as they access, navigate and use these services to ensure they get the best support available.
## **ii) Coordinating**
We build relationships and networks, contribute to community initiatives, support other charities and community groups, collaborate with other agencies, and bring different peoples and communities together.
This year we chaired and were an active partner in more than 10 partnerships and networks including:
- Established the **Battersea Cost of Living Network** to work together to support local people through these increasingly difficult times. Together we published and distributed 14,000 cost of living leaflets, trained 26 local organisations in Advice First Aid, met regularly to exchange ideas and join up our approach.
- Supported the development of a new **Wandsworth Migrant Forum** , which has grown out of our refugee partnership over the past few years to welcome refugees to Wandsworth. We are delighted that the new administration governing Wandsworth Council is honouring their pledge to become a Borough of Sanctuary, with a new refugee-support strategy and funding.
- Developed the **Battersea Alliance** : helping our partnership to deliver its strategy, raise funding, deliver community infrastructure services, run community networking events and more.
- Continued to develop **‘Battersea Volunteers’** which encourages volunteering across Battersea, as part of our continued partnership with the **Battersea Alliance** .
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- Passed on **Wandsworth Digital** to local organisation **Power to Connect** to take over leadership of this partnership which addresses digital exclusion.
- Helped set up the **Battersea Jubilee Festival** , which ran until the death of Her Majesty the Queen, Elizabeth II in September 2022. Remaining funds and activities have transferred to the **Battersea Community Festival** .
- Continued to be an active member of **Wandsworth Voluntary Sector Coordination Project** (CVS) and **Wandsworth Partnership Group** .
- Worked with **Wandsworth Council and key local charities** to coordinate a strategic and practical support for local residents across the borough. This has grown out of the multiagency Covid Response Group that we were so closely involved with.
- Led the **Battersea Older People Provider Forum** to enable a strategic approach of working together for the benefit of local elders. And been an active member of the **Wandsworth Older People’s Forum and Network** .
- Involved in **Locality’s** London large Settlement’s Group.
- Involved in **Wandsworth Council’s Cost of Living Commission** .
- Involved in **Wandsworth Council’s VCS Infrastructure Support Research** with Rocket Science.
## **iii) Incubating**
Each year we support between 5-10 individuals and community groups to develop new ideas, start-up a community organisation or charity, and grow and expand their current operations. We provide a mix of business development support, advice and introductions to various networks and funders to help with ideation, strategy, business planning, budgeting, finance, fundraising, governance, recruitment and HR, IT and more.
This year we have:
- Supported our **7 tenant organisations** with an office and business development support including CBC Services, Choice Support, English for Action London, Free2Be Alliance, The Jags Foundation, Michael Mapp Photography & Design Studio and Supporting Relationships & Families.
- We have **hosted 34 charities and community groups** so that they can use our rooms and community centre each week to deliver their own community services and projects.
- Provided intensive **business development support** , pro bono, to **8 local charities** and community organisations so they can develop and grow, in terms of strategy, governance, fundraising, people and more. These include the Battersea Society, My Roehampton, Nine Elms Ministry, Providence House, Roots to Change, Supporting Relationships & Families, Tooting Graveney Older People’s Project and Wandsworth Welcomes Refugees.
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KATHERINE LOW SETTLEMENT LIMITED ANNUAL REPORT AND ACCOUNTS OF THE TRUSTEES FOR THE YEAR ENDED 31[ST] MARCH 2023
## **Hire a Room at KLS**
Hire our space whatever the occasion: birthdays, conferences, meetings, training or parties.
We can accommodate small and large groups up to 70 people, in one of our 5 rooms to hire. We’re open 7 days a week and are easy to reach with good transport links. We have WIFI & IT facilities, equipment galore and disabled access – for one-off bookings, weekly classes, longterm bookings – all are welcome.
We are the perfect venue to hire for all type of events and meetings, so please get in touch. We’re here to help.
To **hire a room** please contact: Tony Hersey 020 7223 2845 Room Bookings tony@klsettlement.org.uk Katherine Low Settlement www.klsettlement.org.uk
## **iv) Advocating**
We worked on a number of campaigns this year to bring about social change. In KLS there is a real understanding that we have to address the causes, as well as the symptoms, of why people come through our doors. At times this is to do with failure of national and local government policy and/or administration to support local people properly.
This year we’ve worked with other partner organisations to:
- Protest against the disastrous **Nationality and Borders Bill** and **Illegal Migrants Bill** that makes it virtually impossible for people to seek asylum in the UK.
- Successfully lobbied with others for Wandsworth Council to become a **‘Borough of Sanctuary’** for asylum seekers and refugees.
- Successfully lobbied with others for Wandsworth to become a **London Living Wage** employer.
## **C. Strengthen our Foundations**
We are a larger community organisation in Battersea supporting more members and activities than ever. We have been investing in support functions, making them robust enough to underpin both our own activities and our partnership activities.
We are doing this in the following areas:
## **i) Accommodation and maintenance**
We are taking steps to mitigate the physical limitations at our community centre until funding is available for a major refurbishment. We’ve developed a room-by-room development plan over the coming 3 years for our main building at 108 Battersea High Street. We are seeking funding to carry out these capital works.
Our centre on Battersea High Street is very well used and subsequently full. It is often difficult to find a room to use. As part of our new strategy we want to work out of other local buildings (which we do already including Southfields Academy, Dimson Lodge and local libraries). We have explored a number of opportunities. However, none of them have come to pass but we have learnt a lot. It has been a useful process to go through and is shaping our thinking into how and why we would operate in other venues and communities. These included community
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KATHERINE LOW SETTLEMENT LIMITED ANNUAL REPORT AND ACCOUNTS OF THE TRUSTEES FOR THE YEAR ENDED 31[ST] MARCH 2023
rooms as part of a new build on Yelverton Road, St Michael’s day centre (off Northcote Road) for older people and Gwyneth Morgan day centre (East Hill) for older people. We will continue our discussions about accommodation with local partners.
## **ii) Sustainability and environment**
To help play our part in addressing climate change KLS has developed a new environmental and sustainability strategy. Initially, we conducted an initial baseline environmental audit with funding secured from City Bridge Trust. From this we have developed a plan that includes making changes to our operations and building, rolling out a programme of education to change behaviours, actions and the culture at KLS, comms and outreach and funding.
## **iii) Measurement and data**
As with any organisation we are in need of another upgrade to our internal systems and processes. We’ve been working on the following:
**Finance & Accounting** – We have carried out research into a number of finance systems, talked to other organisations similar to ours to see what they use and worked with our trustees and staff team to assess what system will work best for us. We have a good idea of which platform will be most suitable but now want to wait for the appointment of the new KLS Chief Executive (Sept’23) so we can also consult with them.
**HR system** – As with the finance system we have done lots of research and reviewed many demos of different HR platforms and have a few that we think would work well for KLS. Before we make a decision we want to ensure that the platforms are compatible with the new database and allow some other staff members to try the demos to get their thoughts.
**IT** – Having carried out an assessment of what needs to be done to improve the IT infrastructure within the building we are currently replacing all the cabling, as well as the network equipment (routers etc). We will be transitioning from standard broadband to a fully fibre internet lease line in the autumn’23 to ensure we can have faster and more reliable internet speeds. We have been continuing the development of MS Teams and will soon be ready to start training with the team in autumn’23 to utilise more of its functions.
**A new Database** – We want and need a database that is both intuitive and easy to use and that can record and report the information we need. We have worked with an IT-charity consultancy, Impact Box, to consult with our teams and review suitable databases. They have recommended Salesforce, which is a well-respected system, used all over the world and by many charities. The work will be done in three phases,. Phase 1 will run from July to September 2023, we will then pause to give everyone time to get used to the system and for potential tweaks and changes before moving onto Phase 2 (probably in late 2023/early 2024).
## **iv) Funding and investment**
In order to deliver our strategy we need investment and funding. We continue to build our relationships with our very generous and supportive funders and donors.
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KATHERINE LOW SETTLEMENT LIMITED ANNUAL REPORT AND ACCOUNTS OF THE TRUSTEES FOR THE YEAR ENDED 31[ST] MARCH 2023
## **Please make a regular donation to support our work**
A regular monthly donation to Katherine Low Settlement makes a big difference to the lives of local people we work with. Your donation will enable us to keep running our older people’s lunch club, young people’s homework club, mentoring programme and ESOL teaching, and more. No matter how large or small your donation, we appreciate what you can give.
To make a regular donation please visit: www.klsettlement.org.uk/donate
Thank you!
## **FINANCIAL REVIEW**
Katherine Low Settlement made an overall net surplus of £68,687 (prior year comparative was a deficit of £79,662), of which this year a £74,819 surplus was unrestricted funds and a £6,132 deficit was restricted. The charity has worked hard, in an increasingly tough economic environment, to achieve this.
Thank you to all of our funders: no matter how large and small we appreciate whatever you can give. Amongst others, we’d like to thank the Angus Lawson Memorial Trust, Battersea Alliance and Big Local SW11, BBC Children In Need, the Belpech Trust, the Childhood Trust, Francis Holland School, Garden House School, Global’s Make Some Noise, the Henry Smith Charity, the Inman Charity, the Mercers Company, National Lottery Community Fund, the Progress Foundation, Sacred Heart Community, Sir Walter St John’s Educational charity, Thomas's Foundation, the Topinambour Trust, the Worshipful Company of Tobacco Pipe Makers & Tobacco Blenders, Wandsworth Council including their Lifelong Learning department. Thank you very much for your on-going support of our work.
The Settlement receives donations from many people and organisations all of which are vital for its ongoing work. Thank you so much. We really appreciate your support.
We continue to enjoy a strong relationship with two local schools: Francis Holland School (cofounder of KLS) and Thomas’s Battersea School – involving them in volunteering with our projects, fundraising and community events.
Katherine Low Settlement also receives unrestricted income from the rents and charges it makes for the use of its buildings at 108 Battersea High Street. During 2022/23 these rents amounted to £105,033 (prior year comparative was £78,219). The rate of occupation of the building and the tenants are continually changing and the Settlement is looking to maintain full occupancy levels of organisations renting space in the coming financial year.
## **Investment and Reserves Policy**
The Trustees have considered the liabilities to which the charity is exposed and have set a level of reserves designed to safeguard the charity against any future event. In particular:
- Reserves have been made to provide sufficient funds for an orderly winding up of operations if necessary, which is estimated to be six months’ running costs.
- A reserve to ensure the maintenance of the building so that they are in good order to house our services and those of our tenants.
- Minimum reserve levels before the charity considers any significant strategic change outside its current remit as a going concern.
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KATHERINE LOW SETTLEMENT LIMITED ANNUAL REPORT AND ACCOUNTS OF THE TRUSTEES FOR THE YEAR ENDED 31[ST] MARCH 2023
It is the intention of Katherine Low Settlement to budget and operate on a surplus basis. However, in certain circumstance reserves may be used to cover any shortfall in revenues and operating expenses, and also to support strategic initiatives. The charity follows a set of guidelines to ensure it can meet all deficit and expenditure obligations in relation to the charity’s annually approved budget.
## **Going Concern**
The Trustees have reviewed the financial position of the charitable company as of 31[st] March 2023 together with the budget, income and expenditure, cash flow and investments, for the period April 2023 to March 2024 inclusively. The Trustees consider that the budgets are reasonable, and that the charity has sufficient reserves and cash resources in order to continue as a going concern.
## **FUTURE PLANS AND DEVELOPMENT 2023/24**
We will continue to rollout and deliver our new strategy throughout 2023/24. But will do so under new leadership, as our current Chief Executive of 10+ years, Aaron Barbour, is leaving. After a thorough recruitment process we have appointed his successor, Sarah Gibb, who will start on 25[th] September 2023.
We will continue to evolve and adapt our community programmes to meet local need, particularly as the cost of living plays havoc with people’s lives. We will grow and deepen our relationships with our partners. And we will develop our infrastructure of improved systems and processes to enable us to become a stronger organisation.
2024 will be our centenary year. Plans are well underway to celebrate our 100[th] birthday as widely as possible. Please join us.
We look forward to working with many more local people, community organisations, volunteers, partners and funders in Battersea and the wider Wandsworth community. Do join us so that we can continue to foster and empower communities in our neighbourhood to reduce poverty and isolation.
Your support and help on this journey would be much appreciated.
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KATHERINE LOW SETTLEMENT LIMITED ANNUAL REPORT AND ACCOUNTS OF THE TRUSTEES FOR THE YEAR ENDED 31[ST] MARCH 2023
## **STATEMENT OF TRUSTEES RESPONSIBILTIES**
The Trustees (who are also the directors of Katherine Low Settlement Limited for the purposes of company law) are responsible for preparing the Report of the Trustees and the financial statements in accordance with applicable law and United Kingdom accounting standards (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 incoming resources and application of resources of the charity for that period, including income and expenditure, or the charitable company 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 judgments and estimates that are reasonable and prudent.
- prepare the financial statements on a going concern basis unless it is inappropriate to presume that the charitable company will continue in business.
The Trustees are responsible for keeping proper accounting records which disclose with reasonable accuracy at any time the financial position of the charitable company and to enable them to ensure that the financial statements comply with the Charities Act 2011 and Companies Act 2006. They are also responsible for safeguarding the assets of the charitable company and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.
The Trustees are responsible for the maintenance and integrity of the corporate and financial information including 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.
## In so far as the Trustees are aware:
- There is no relevant information of which the charitable company’s independent examiner are unaware; and
- The Trustees have taken all steps that they ought to have taken to make themselves aware of any relevant accounts information and to establish that the independent examiners are aware of that information.
This report has been prepared in accordance with the special provisions of Part 15 of the Companies Act relating to small companies.
By order of the board of Trustees on 27[th] September 2023 and signed on its behalf by:
BEN THOMAS Chair of Trustees
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KATHERINE LOW SETTLEMENT LIMITED ANNUAL REPORT AND ACCOUNTS OF THE TRUSTEES FOR THE YEAR ENDED 31[ST] MARCH 2023
## **REPORT OF THE INDEPENDENT AUDITORS TO THE TRUSTEES OF KATHERINE LOW SETTLEMENT LIMITED**
## **Opinion**
We have audited the financial statements of Katherine Low Settlement Limited (the 'charitable company') for the year ended 31 March 2023 which comprise the Statement of Financial Activities, the Balance Sheet, the Cash Flow Statement and 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 (United Kingdom Generally Accepted Accounting Practice).
In our opinion the financial statements:
- give a true and fair view of the state of the charitable company'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 Auditors responsibilities for the audit of the financial statements section of our report. We are independent of the charitable company 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 doubt on the charitable company’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 Report of the Independent Auditors 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.
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KATHERINE LOW SETTLEMENT LIMITED ANNUAL REPORT AND ACCOUNTS OF THE TRUSTEES FOR THE YEAR ENDED 31[ST] MARCH 2023
## **REPORT OF THE INDEPENDENT AUDITORS TO THE TRUSTEES OF KATHERINE LOW SETTLEMENT LIMITED**
(continued)
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.
## **Matters on which we are required to report by exception**
We have nothing to report in respect of the following matters where the Charities (Accounts and Reports) Regulations 2008 requires us to report to you if, in our opinion:
- the information given in the Report of the Trustees is inconsistent in any material respect with the financial statements; or
- the charitable company has not kept adequate accounting records; or
- the financial statements are not in agreement with the accounting records and returns; or
- - we have not received all the information and explanations we require for our audit.
## **Responsibilities of trustees**
As explained more fully in the Statement of Trustees Responsibilities, the trustees (who are also the directors of the charitable company for the purposes of company law) 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 the trustees 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 charitable company'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 charitable company or to cease operations, or have no realistic alternative but to do so.
## **Our responsibilities for the audit of the financial statements**
We have been appointed as auditors under Section 144 of the Charities Act 2011 and in accordance with the Act and relevant regulations made or having effect thereunder.
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 a Report of the Independent Auditors 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.
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KATHERINE LOW SETTLEMENT LIMITED ANNUAL REPORT AND ACCOUNTS OF THE TRUSTEES FOR THE YEAR ENDED 31[ST] MARCH 2023
## **REPORT OF THE INDEPENDENT AUDITORS TO THE TRUSTEES OF KATHERINE LOW SETTLEMENT LIMITED**
(continued)
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. Based on our understanding of the charity and its industry, we identified that the principal risks of non-compliance with laws and regulations related to the UK tax legislation, pensions legislation, employment regulation and health and safety regulation, anti-bribery, corruption and fraud, money laundering and we considered the extent to which non-compliance might have a material effect on the financial statements. We also considered those laws and regulations that have a direct impact on the preparation of the financial statements, such as the Companies Act 2006 and the Charities Act 2011.
Our audit procedures were designed to respond to those identified risks, including noncompliance with laws and regulations (irregularities) and fraud that are material to the financial statements. Our audit procedures included but were not limited to:
- discussing with the directors and management their policies and procedures regarding compliance with laws and regulations;
- communicating identified laws and regulations throughout our engagement team and remaining alert to any indications of non-compliance throughout our audit; and
- considering the risk of acts by the company which were contrary to applicable laws and regulations.
Our audit procedures in relation to fraud included but were not limited to:
- making enquiries of the directors and management on whether they had knowledge of any actual, suspected or alleged fraud;
- gaining an understanding of the internal controls established to mitigate risks related to fraud;
- discussing amongst the engagement team the risks of fraud;
- addressing the risks of fraud through management override of controls by performing journal entry testing.
There are inherent limitations in the audit procedures described above and the primary responsibility for the prevention and detection of irregularities including fraud rests with management. As with any audit, there remained a risk of non-detection of irregularities, as these may involve collusion, forgery, intentional omissions, misrepresentations or the override of internal controls.
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 Report of the Independent Auditors.
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KATHERINE LOW SETTLEMENT LIMITED ANNUAL REPORT AND ACCOUNTS OF THE TRUSTEES FOR THE YEAR ENDED 31[ST] MARCH 2023
## **REPORT OF THE INDEPENDENT AUDITORS TO THE TRUSTEES OF KATHERINE LOW SETTLEMENT LIMITED**
(continued)
## **Use of our report**
This report is made solely to the charitable company's members, as a body, in accordance with Part 4 of the Charities (Accounts and Reports) Regulations 2008. Our audit work has been undertaken so that we might state to the charitable company's trustees those matters we are required to state to them in an auditors' 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 charitable company and the charitable company's trustees as a body, for our audit work, for this report, or for the opinions we have formed.
Rajesh Amin (Senior Statutory Auditor) for and on behalf of BDA Associates Limited Chartered Accountants Global House 1 Ashley Avenue Epsom Surrey KT18 5AD
Date: 28th September 2023
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KATHERINE LOW SETTLEMENT LIMITED ANNUAL REPORT AND ACCOUNTS OF THE TRUSTEES FOR THE YEAR ENDED 31[ST] MARCH 2023
## **STATEMENT OF FINANCIAL ACTIVITIES (including income and expenditure account) FOR THE YEAR ENDED 31[ST] MARCH 2023**
|**STATEMENT OF FINANCIAL ACTIVITIES**
**(including income and expenditure account)**
**FOR THE YEAR ENDED 31ST MARCH 2023**||||||
|---|---|---|---|---|---|
||**Unrestricted**||**Restricted**|||
|||**Funds**|**Funds**|**Total**|**Total**|
|||**2023**|**2023**|**2023**|**2022**|
||**Notes**|**£**|**£**|**£**|**£**|
|**INCOME AND ENDOWMENTS FROM:**||||||
|Donations and legacies|3|**187,749**|**201,652**|**389,401**|193,133|
|**Charitable activities**||||||
|Provision of community centre and projects|4|**141,062**|**559,089**|**700,151**|618,687|
|Investment income|5|**4,370**|**-**|**4,370**|3,507|
|Other|6|**2,842**|**3,759**|**6,601**|2,366|
|||───────|───────|───────|───────|
|**TOTAL INCOME**||**336,023**|**764,500**|**1,100,523**|817,693|
|||═════|═════|═════|═════|
|**EXPENDITURE ON:**||||||
|**Charitable activities**||||||
|Provision of community centre and projects|7|**341,768**|**690,068**|**1,031,836**|897,355|
|||───────|───────|───────|───────|
|**NET INCOME**||**(5,745)**|**74,432**|**68,687**|(79,662)|
|||═════|═════|═════|═════|
|**Transfers between funds**|20|**80,564**|**(80,564)**|**-**|-|
|||───────|───────|───────|───────|
|||**74,819**|**(6,132)**|**68,687**|(79,662)|
|**Other recognised gains/(losses)**||||||
|Gains on revaluation of fixed assets|18|**-**|**-**|**-**|-|
|||───────|───────|───────|───────|
|**Net movement in funds for the year**||**74,819**|**(6,132)**|**68,687**|(79,662)|
|**RECONCILIATION OF FUNDS**||||||
|Total funds brought forward:||||||
|Charitable activity funds|20|**335,665**|**340,201**|**675,866**|755,528|
|Valuation of property|18|**3,000,000**|**-**|**3,000,000**|3,000,000|
|||───────|───────|───────|───────|
|**TOTAL FUNDS CARRIED FORWARD**||**3,410,484**|**334,069**|**3,744,553**|3,675,866|
|||═════|═════|═════|═════|
## CONTINUING OPERATIONS
All incoming resources and resources expended have arisen from continuing activities.
The notes form part of these financial statements.
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KATHERINE LOW SETTLEMENT LIMITED ANNUAL REPORT AND ACCOUNTS OF THE TRUSTEES FOR THE YEAR ENDED 31[ST] MARCH 2023
## **BALANCE SHEET AS AT 31[ST] MARCH 2023**
|**BALANCE SHEET**
**AS AT 31ST MARCH 2023**||||||
|---|---|---|---|---|---|
||||**2023**||2022|
||**Notes**|**£**|**£**|£|£|
|**FIXED ASSETS**||||||
|Tangible assets|13||**3,019,991**||3,024,614|
|**CURRENT ASSETS**||||||
|Debtors|14|**10,643**||14,380||
|Cash at bank & in hand||**852,275**||701,469||
|||────────||────────||
|||**862,918**||715,849||
|**CREDITORS: Amounts falling due**||||||
|**within one year**|15|**(138,356)**||(64,597)||
|||────────||────────||
|**NET CURRENT ASSETS**|||**724,562**||651,252|
||||────────||───────|
|**NET ASSETS**|||**3,744,553**||3,675,866|
||||══════||══════|
|**RESERVES**||||||
|Unrestricted funds|17||**410,484**||335,665|
|Restricted funds|17||**334,069**||340,201|
|Revaluation reserve|18||**3,000,000**||3,000,000|
||||────────||────────|
|**NET ASSETS**|||**3,744,553**||3,675,866|
||||══════||══════|
|**FUNDS**|20|||||
|Unrestricted funds|||**410,484**||335,665|
|Restricted funds:||||||
|Love to Learn Project|||**270,395**||188,508|
|KLS Lift and Building Fund|||**44,712**||52,198|
|Elders Project|||**-**||33,744|
|ESOL Project|||**12,006**||63,260|
|Women’s Health Project|||**-**||2,385|
|Battersea Volunteer Project|||**6,956**||106|
||||────────||────────|
||||**334,069**||340,201|
||||────────||────────|
|**TOTAL FUNDS**|||**744,553**||675,866|
||||══════||══════|
The notes form part of these financial statements.
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KATHERINE LOW SETTLEMENT LIMITED ANNUAL REPORT AND ACCOUNTS OF THE TRUSTEES FOR THE YEAR ENDED 31[ST] MARCH 2023
## **BALANCE SHEET**
(Continued)
The charitable company is entitled to exemption from audit under the provisions of section 477 of the Companies Act 2006 for the year ended 31 March 2023.
The members have not deposited notice, pursuant to Section 476 of the Companies Act 2006 requiring an audit of these financial statements.
The Trustees acknowledge their responsibility for:
- ensuring that the charitable company keeps accounting records which comply with sections 386 and 387 of the Companies Act 2006; and
- preparing financial statements which give a true and fair view of the state of affairs of the charitable company at the end of each financial year and of its surplus or deficit for each financial year in accordance with the requirements of Sections 394 & 395 and which otherwise comply with the requirements of the Companies Act 2006 relating to the financial statements, so far as applicable to the charitable company.
These financial statements have instead been audited under the requirements of Section 144 of the Charities Act 2011.
The financial statements have been prepared in accordance with the special provisions of Part 15 of the Companies Act 2006 relating to small charitable companies.
These financial statements were approved by the Board of Trustees on 27[th] September 2023 and were signed on its behalf by:
Ben Thomas Chair of Trustees
The notes form part of these financial statements.
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KATHERINE LOW SETTLEMENT LIMITED ANNUAL REPORT AND ACCOUNTS OF THE TRUSTEES FOR THE YEAR ENDED 31[ST] MARCH 2023
|**CASH FLOW STATEMENT**||||
|---|---|---|---|
|**FOR THE YEAR ENDED 31ST MARCH 2023**||||
|||**2023**|2022|
||**Notes**|**£**|£|
|**Cash flows from operating activities:**||||
|Cash generated from operations|1|**161,274**|(131,767)|
|||────────|────────|
|**Net cash provided by (used in) operating**||||
|**activities**||**161,274**|(131,767)|
|||══════|══════|
|**Cash flows from investing activities:**||||
|Purchase of tangible fixed assets||**(14,838)**|(26,277)|
|Sale of tangible fixed assets||**-**|500|
|Interest received||**4,370**|2,366|
|||────────|────────|
|**Net cash provided by (used in) investing**||||
|**activities**||**(10,468)**|(23,411)|
|||══════|══════|
|**Change in cash and cash equivalents in the**||||
|**reporting period**||**150,806**|(155,178)|
|**Cash and cash equivalents at the beginning**|**of the**|||
|**reporting period**||**701,469**|856,647|
|||────────|────────|
|**Cash and cash equivalents at the end of the**||||
|**reporting period**||**852,275**|701,469|
|||══════|══════|
The notes form part of these financial statements.
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KATHERINE LOW SETTLEMENT LIMITED ANNUAL REPORT AND ACCOUNTS OF THE TRUSTEES FOR THE YEAR ENDED 31[ST] MARCH 2023
## **NOTES TO THE CASH FLOW STATEMENT**
|**1.**|**RECONCILIATION OF NET INCOME TO NET CASH FLOW FROM OPERATING ACTIVITIES**|**RECONCILIATION OF NET INCOME TO NET CASH FLOW FROM OPERATING ACTIVITIES**||
|---|---|---|---|
|||**2023**|2022|
|||**£**|£|
||**Net income for the reporting period (as per the**|||
||**statement of financial activities)**|**68,687**|(79,662)|
||**Adjustments for:**|||
||Depreciation charges|**19,461**|24,370|
||Profit on disposal of fixed assets|**-**|(314)|
||Interest received|**(4,370)**|(2,366)|
||(Increase)/Decrease in debtors|**3,737**|(8,058)|
||(Decrease)/Increase in creditors|**73,759**|(65,737)|
|||────────|────────|
||**Net cash provided by (used in) operating activities**|**161,274**
|(131,767)|
|||══════ ══════||
|**2.**|**ANALYSIS OF CASH AND CASH EQUIVALENTS**|||
|||**2023**|2022|
|||**£**|£|
||Cash in hand|**741**|926|
||Cash at bank|**851,534**|700,543|
|||────────
|───────|
||**Net cash provided by (used in) operating activities**|**852,275**|701,469|
|||════════════||
The notes form part of these financial statements.
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KATHERINE LOW SETTLEMENT LIMITED ANNUAL REPORT AND ACCOUNTS OF THE TRUSTEES FOR THE YEAR ENDED 31[ST] MARCH 2023
## **NOTES TO THE FINANCIAL STATEMENTS**
## **1. STATUTORY INFORMATION**
The charity is a company limited by guarantee and has no share capital. In the event of the charity being wound up, the liability in respect of the guarantee is limited to £1 per member of the charity.
## **2. ACCOUNTING POLICIES**
## Basis of preparing the financial statements
The financial statements of the charitable company, which is a public benefit entity under FRS 102, have been prepared in accordance with the Charities SORP (FRS 102) ‘Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019)’, the Financial Reporting Standard 102 ‘The Financial Reporting Standard applicable in the UK and Republic of Ireland’ and the Companies Act 2006.
The financial statements have been prepared under the historical cost convention, as modified by the revaluation of certain assets.
## Income
All income is recognised in the Statement of Financial Activities once the charity has entitlement to the funds, any performance conditions attached to grants have been met, it is probable that the income will be received, and the amount can be measured reliably.
Income received from the government and other grants is recognised once the above criteria are met, together with any performance conditions attached to the grant.
Income is deferred only when the Charity has yet to fulfil performance conditions.
## Donated Services and facilities
Donated professional services and donated facilities are recognised as income when the charity has control over the item, and conditions associated with the donated item have been met, the receipt of economic benefit from the use by the charity of the item is probable and that economic benefit can be measured reliably. In accordance with the Charities SORP (FRS 102) the general volunteer time is not recognised and refer to the Trustees’ annual report for more information about their contribution.
## Expenditure
Liabilities are recognised as expenditure soon as there is a legal or constructive obligation committing the charity to that expenditure, it is probable that transfer of economic benefits will be required in settlement and the amount of the obligation can be measured reliably. Expenditure is accounted for on an accrual basis and has been classified under the headings that aggregate all cost related to the category. Where costs cannot be directly attributed to particular headings they have been allocated to activities on a basis consistent with the use of resources.
41
KATHERINE LOW SETTLEMENT LIMITED ANNUAL REPORT AND ACCOUNTS OF THE TRUSTEES FOR THE YEAR ENDED 31[ST] MARCH 2023
## **NOTES TO THE FINANCIAL STATEMENTS**
(continued)
## **2. ACCOUNTING POLICIES (continued)**
## Allocation and apportionment of support costs
Support costs are those functions that assist the work of the charity but do not directly undertake charitable activities. Support costs include back office costs, finance, personnel, payroll and governance costs.
## Tangible fixed assets
Depreciation is calculated so as to write off the cost of tangible fixed assets on a straight-line basis over their expected useful lives as follows:
Minibus - 20% on cost
Furniture & Equipment - 20% on cost and 33% on cost
## Freehold Property
The freehold property owned and occupied by the charity at 108, Battersea High Street, London SW11 3HP, was bequeathed to the Katherine Low Settlement in 1924, but included in previous financial statements at a nominal value of £1. The freehold property was valued on an existing use basis by Foxtons Estate Agents at £1,750,000 on 31[st] March 2012. A policy of regular revaluation has since been adopted. Hence, a valuation was carried out on 19[th] June 2018 by estate agents Bairstow Eves, where the property was revalued at £3,000,000.
It is the policy of Katherine Low Settlement Limited to maintain the Property in good condition, so that, in the opinion of the Trustees, the charging of depreciation would be immaterial.
## Taxation
The charity is exempt from corporation tax on its charitable activities.
## Fund Accounting
Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the trustees.
Restricted funds can only be used for particular restricted purposes within the objects of the charity. Restrictions arise when specified by the donor or when funds are raised for particular restricted purposes. Grants and donations made to the Love to Learn Project, the Elders Project, the ESOL Project, the Chief Executive Post, the Women’s Mental Health Project, the Lift and Building fund, the Corona Virus Angels and the Battersea Volunteers Project are restricted to spending on those projects.
## Pension costs and other post-retirement benefits
The charitable company met its legal obligation and started pension auto-enrolment on 1[st] January 2017 for eligible staff. Contributions to the charitable company’s pension scheme are charged to the Statement of Financial Activities in the period to which they relate.
42
KATHERINE LOW SETTLEMENT LIMITED ANNUAL REPORT AND ACCOUNTS OF THE TRUSTEES FOR THE YEAR ENDED 31[ST] MARCH 2023
## **NOTES TO THE FINANCIAL STATEMENTS**
(continued)
**----- Start of picture text -----**
||||||
|---|---|---|---|---|
|3. DONATIONS AND LEGACIES|2023|2023|2023|2022|
|Unrestricted Restricted|Total|Total|
|£|£|£|£|
|Donations|187,749|201,652|389,401|193,133|
|───────|───────|─────── ───────|
|187,749|201,652|389,401|193,133|
|═════|═════|═════|═════|
|4. INCOME FROM CHARITABLE ACTIVITIES|
|Provision of community centre and community projects|
|2023|2023|2023|2022|
|Unrestricted Restricted|Total|Total|
|£|£|£|£|
|Grants receivable|30,728|534,090|564,818|493,564|
|Rental and room hire income|105,033|-|105,033 78,219|
|Alliance Contribution|5,300|25,000|30,300|39,900|
|Job Retention Scheme Grant|-|-|-|7,004|
|───────|───────|─────── ───────|
|141,061|559,090|700,151|618,687|
|═════|═════|═════|═════|
|5. INVESTMENT INCOME|2023|2023|2023|2022|
|Unrestricted Restricted|Total|Total|
|£|£|£|£|
|Deposit account interest|4,370|-|4,370|2,366|
|═════|═════|═════|═════|
|6. OTHER INCOME|2023|2023|2023|2022|
|Unrestricted Restricted|Total|Total|
|£|£|£|£|
|Sundry income|2,842|3,759|6,601|3,507|
|═════|═════|═════|═════|
**----- End of picture text -----**
43
KATHERINE LOW SETTLEMENT LIMITED ANNUAL REPORT AND ACCOUNTS OF THE TRUSTEES FOR THE YEAR ENDED 31[ST] MARCH 2023
## **NOTES TO THE FINANCIAL STATEMENTS**
(continued)
## **7. EXPENDITURE ON CHARITABLE ACTIVITES**
**----- Start of picture text -----**
||||||
|---|---|---|---|---|
|2023|2023|2023|2022|
|Unrestricted Restricted|Total|Total|
|£|£|£|£|
|Project costs|15,241|74,323|89,564|64,825|
|Salaries and staff costs|-|576,625|576,625|471,296|
|Staff training|4,766|6,212|10,978|6,477|
|Telephone and internet|4,394|5,119|9,513|10,844|
|Computer and IT costs|14,873|420|15,293|22,709|
|Postage, printing and stationery|7,977|2,032|10,009|7,728|
|Repairs maintenance and renewals|12,285|14,412|26,697|49,776|
|Light and heat|8,989|-|8,989|10,341|
|Water and general rates|1,706|-|1,706|1,508|
|Insurance|6,693|-|6,693|6,465|
|Depreciation and loss on disposal|8,536|10,925|19,461|24,055|
|Support costs (note 8)|250,308|-|250,308|215,331|
|Governance costs (note 9)|6,000|-|6,000|6,000|
|───────|───────|───────|───────|
|341,768|690,068|1,031,836|897,355|
|═════|═════|═════|═════|
|8. SUPPORT COSTS|2023|2023|2023|2022|
|Unrestricted Restricted|Total|Total|
|£|£|£|£|
|Salaries and staff costs|243,648|-|243,648|209,372|
|Professional fees|1,855|-|1,855|3,307|
|Marketing, database and website|3,378|-|3,378|370|
|Subscriptions|1,318|-|1,318|1,904|
|Sundry|-|-|-|282|
|Bank charges|109|-|109|96|
|───────|───────|───────|───────|
|250,308|-|250,308|215,331|
|═════|═════|═════|═════|
|9. GOVERNANCE COSTS|2023|2023|2023|2022|
|Unrestricted Restricted|Total|Total|
|£|£|£|£|
|Auditor’s fee|6,000|-|6,000|6,000|
|═════|═════|═════|═════|
**----- End of picture text -----**
## **10. TRUSTEES REMUNERATION AND BENEFITS**
The Trustees were not paid or received any other benefits from employment during the year (2022: nil) neither were they reimbursed expenses during the year (2022: nil).
No Trustee received payment for professional or other services during the year (2022: nil).
44
KATHERINE LOW SETTLEMENT LIMITED ANNUAL REPORT AND ACCOUNTS OF THE TRUSTEES FOR THE YEAR ENDED 31[ST] MARCH 2023
## **NOTES TO THE FINANCIAL STATEMENTS**
(continued)
**----- Start of picture text -----**
||||
|---|---|---|
|11. STAFF COSTS|2023|2022|
|£|£|
|Wages and Salaries|728,841|606,713|
|Social Security|59,076|46,124|
|Pension|32,357|27,831|
|─────── ───────|
|820,274|680,668|
|═════|═════|
**----- End of picture text -----**
No employees received emoluments in excess of £60,000 per annum (2022: nil).
**----- Start of picture text -----**
|||||
|---|---|---|---|
|The average number of employees during the year was as follows:|
|2023|2022|
|£|£|
|Charitable activities|25|26|
|Central Team|10|6|
|────|────|
|35|32|
|═══|═══|
|12. COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES|
|Unrestricted|Restricted|Total|
|fund|funds|funds|
|£|£|£|
|INCOME AND ENDOWMENTS FROM|
|Donations and legacies|66,117|127,016|193,133|
|Charitable activities:|
|Provision of community centre and community projects 110,263|508,424|618,687|
|Investments|2,162|1,345|3,507|
|Other|2,366|-|2,366|
|───────|─────── ───────|
|Total|180,908|636,785|817,693|
|EXPENDITURE ON|
|Charitable activities:|
|Provision of community centre and community projects 253,181|644,174|897,355|
|───────|─────── ───────|
|Total|(72,273)|(7,389)|(79,662)|
|───────|─────── ───────|
**----- End of picture text -----**
45
KATHERINE LOW SETTLEMENT LIMITED ANNUAL REPORT AND ACCOUNTS OF THE TRUSTEES FOR THE YEAR ENDED 31[ST] MARCH 2023
## **NOTES TO THE FINANCIAL STATEMENTS**
(continued)
## **12. COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES**
**(cont.)**
|**13.**|Unrestricted
Restricted
Total
fund
funds
funds
£
£
£
NET INCOME
(72,273)
(7,389)
(79,662)
Transfers between funds
46,427
(46,427)
-
───────
─────── ───────
Net movement in funds
(25,846)
(53,816)
(79,662)
Other gains/losses
Gains on revaluation of property
-
-
-
Net movement in funds
(25,846)
(53,816)
(79,662)
RECONCILIATION OF FUNDS
Total funds brought forward
361,511
394,017
755,528
Valuation of property
3,000,000
- 3,000,000
───────
─────── ───────
TOTAL FUNDS CARRIED FORWARD
3,335,665
340,201 3,675,866
═════
═════ ═════
**TANGIBLE FIXED ASSETS**
Freehold Furniture
Property
& Equip.
Minibus
Total
£
£
£
£
Cost or Valuation
At 1stApril 2022
3,000,000
48,116
48,640 3,096,756
Additions
-
14,838
-
14,838
Disposals
-
-
-
-
───────
───────
─────── ───────
As at 31stMarch 2023
3,000,000
62,954
48,640 3,111,594
═════
═════
═════ ═════
Depreciation
At 1stApril 2022
-
23,502
48,640
72,142
Charge for the year
-
19,461
-
19,461
Eliminated on disposal
-
-
-
-
───────
───────
─────── ───────
At 31stMarch 2023
-
42,963
48,640
91,603
═════
═════
═════ ═════
Net book value
At 31stMarch 2023
3,000,000
19,991
- 3,019,991
───────
───────
─────── ───────
At 31stMarch 2022
3,000,000
24,614
- 3,024,614
═════
═════
═════ ═════|
|---|---|
46
KATHERINE LOW SETTLEMENT LIMITED ANNUAL REPORT AND ACCOUNTS OF THE TRUSTEES FOR THE YEAR ENDED 31[ST] MARCH 2023
## **NOTES TO THE FINANCIAL STATEMENTS**
(continued)
|**14. DEBTORS**|2023|2022|
|---|---|---|
||£|£|
|Customers|8,399|12,082|
|Accrued income|24|554|
|Prepayments|2,220|1,744|
||───────|───────|
||10,643|14,380|
||═════|═════|
|**15. CREDITORS**|2023|2022|
||£|£|
|Suppliers|5,458|4,721|
|Other creditors|15,628|8,200|
|Social Security and other taxes|-|13,863|
|Deferred income (Note 16)|109,585|30,417|
|Accrued expenditure|7,685|7,396|
||───────|───────|
||138,356|64,597|
||═════|═════|
|**16. DEFERRED INCOME**|2023|2022|
||£|£|
|Room hire|-|2,917|
|Garfield Weston Foundation|-|15,000|
|John R Murray Trust|10,000|-|
|Mercers Company|12,500|12,500|
|National Lottery Community Fund|45,051|-|
|Portal Trust|25,600|-|
|Progress Foundation|7,360|-|
|The Angus Lawson Memorial Trust|4,167|-|
|The John Coates Charity Trust|4,907|-|
||───────|───────|
||109,585|30,417|
||═════|═════|
|Deferred income are grants or room hire received in the year but that are funding for|||
|classes, projects, services or salaries that continue into the following financial year.|||
47
KATHERINE LOW SETTLEMENT LIMITED ANNUAL REPORT AND ACCOUNTS OF THE TRUSTEES FOR THE YEAR ENDED 31[ST] MARCH 2023
## **NOTES TO THE FINANCIAL STATEMENTS**
(continued)
## **17. ANALYSIS OF NET ASSETS BETWEEN FUNDS**
**----- Start of picture text -----**
||||||
|---|---|---|---|---|
|31.3.23 31.3.22|
|Unrestricted Restricted|Total|Total|
|Fund|funds|funds|funds|
|£|£|£|£|
|Fixed assets|9,265|10,726|19,991|24,614|
|Current assets|414,362|448,556|862,918|715,849|
|Current liabilities|(13,143) (125,213) (138,356) (64,597)|
|───────|───────|─────── ───────|
|410,484|334,069|744,553|675,866|
|═════|═════|═════|═════|
**----- End of picture text -----**
## **18. REVALUATION RESERVE**
**----- Start of picture text -----**
|||||
|---|---|---|---|
|2023|2022|
|£|£|
|Balance at 1|[st]|April|3,000,000 3,000,000|
|Revaluation movement in year|-|-|
|Balance at 31 March|3,000,000 3,000,000|
|══════|═════|
**----- End of picture text -----**
The property revaluation reserve of £1,750,000 arose as a result of a valuation on 31[st] March 2012 of the Freehold Property owned by Katherine Low Settlement Limited to bring it into the accounts.
The property was then revalued on 19[th] June 2018 by local estate agents Bairstow Eves with a market value of £3,000,000.
## **19. RELATED PARTY DISCLOSURES**
There were no related party transactions for the year ended 31 March 2023.
48
KATHERINE LOW SETTLEMENT LIMITED ANNUAL REPORT AND ACCOUNTS OF THE TRUSTEES FOR THE YEAR ENDED 31[ST] MARCH 2023
## **NOTES TO THE FINANCIAL STATEMENTS**
(continued)
|**20. MOVEMENT IN FUNDS**|||Net Transfers||
|---|---|---|---|---|
|||movement
between|||
||At 1.4.22|
|in funds
funds|At 31.3.23|
||£||£
£|£|
|**Unrestricted funds**|||||
|General fund|335,665||(5,745)
80,564|410,484|
|**Restricted funds**|||||
|Love to Learn Project|188,508||124,847
(42,960)|270,395|
|KLS Lift and Building Fund|52,198||(7,486)
-|44,712|
|Elders Project|33,744||(24,099)
(9,645)|
-|
|ESOL Project|63,260||(31,015)
(20,239)|
12,006|
|Women’s Health Project|2,385||-
(2,385)|
-|
|Battersea Volunteer Project|106||12,185
(5,335)|
6,956|
||───────||───────
───────|───────|
||340,201||74,432
(80,564)|334,069|
||───────||───────
───────|───────|
|**TOTAL FUNDS**|675,866||68,687
-|744,553|
||═════|═════
═════||═════|
|**Net movement in funds, included in the above are as**||**follows:**|||
||Incoming||
Resources
Movement||
||resources||
expended|in funds|
|||£|
£|£|
|**Unrestricted funds**|||||
|General fund|336,022||
(341,767)|(5,745)|
|**Restricted funds**|||||
|Love to Learn Project|423,325||
(298,478)|124,847|
|KLS Lift and Building Fund||6,000|
(13,486)|(7,486)|
|Elders Project|186,703||
(210,802)|(24,099)|
|ESOL Project|92,222||
(123,237)|(31,015)|
|Battersea Volunteer Project|56,251||
(44,066)|12,185|
||───────||
───────|───────|
||764,501||
(690,069)|74,432|
||───────||
───────|───────|
|**TOTAL FUNDS**|1,100,523||
(1,031,836)|68,687|
||═════||═════|═════|
49
KATHERINE LOW SETTLEMENT LIMITED ANNUAL REPORT AND ACCOUNTS OF THE TRUSTEES FOR THE YEAR ENDED 31[ST] MARCH 2023
## **NOTES TO THE FINANCIAL STATEMENTS**
(continued)
|Comparatives for movement in funds|||Net Transfers|Net Transfers||
|---|---|---|---|---|---|
|||movement
between||||
||At 1.4.21|
|in funds
funds||At 31.3.22|
||£||£
£||£|
|Unrestricted funds||||||
|General fund|361,511||(72,273)
46,427||336,665|
|Restricted funds||||||
|Love to Learn Project|208,178||21,024
(40,694)||188,508|
|Department for Transport – Minibus|9,728||(9,728)
-||-|
|Chief Executive’s Salary Fund|7,425||(53,540)
46,115||-|
|KLS Lift and Building Fund|74,198||(22,000)
-||52,198|
|Elders Project|31,564||31,292
(29,112)||
33,744|
|ESOL Project|59,793||21,486
(18,019)||
63,260|
|Women’s Health Project|2,385||-
-||2,385|
|Corona Virus Angels|533||(1,014)
481||-|
|Battersea Volunteer Project|213||5,091
(5,198)||
106|
||───────||───────
───────||───────|
||394,017||(7,389)
(46,427)||340,201|
||───────||───────
───────||───────|
|TOTAL FUNDS|755,528||(79,662)
-||675,866|
||═════|═════
═════|||═════|
|Comparative net movement in funds,|included in the above are as follows:|||||
||Incoming||
Resources|Movement||
||resources||
expended||in funds|
|Unrestricted funds||£|
£||£|
|General fund|180,908||
(253,181)||(72,273)|
|Restricted funds||||||
|Love to Learn Project|262,049||
(241,025)||21,034|
|Department for Transport – Minibus||-|
(9,728)||(9,728)|
|Chief Executive’s Salary Fund|10,000||
(63,540)||(53,540)|
|KLS Lift and Building Fund||-|
(22,000)||(22,000)|
|Elders Project|197,795||
(166,503)||31,292|
|ESOL Project|121,442||
(99,956)||21,486|
|Corona Virus Angels||1,750|
(2,764)||(1,014)|
|Battersea Volunteer Project|43,749||
(38,658)||5,091|
||───────||
───────||───────|
||636,785||
(644,174)||(7,389)|
||───────||
───────||───────|
|TOTAL FUNDS|817,693||
(897,355)||(79,662)|
||═════||═════||═════|
50
KATHERINE LOW SETTLEMENT LIMITED ANNUAL REPORT AND ACCOUNTS OF THE TRUSTEES FOR THE YEAR ENDED 31[ST] MARCH 2023
|**RESTRICTED FUND – LOVE TO LEARN PROJECT**|||||
|---|---|---|---|---|
|||2023||2022|
|||£||£|
|Incoming Resources:|||||
|Grants||248,540||128,471|
|Donations||174,785||133,579|
|||──────||──────|
|||423,325||262,050|
|Resources Expended|||||
|Direct expenditure:|||||
|Project costs and sessional teachers|41,020||23,654||
|Salaries and staff costs|242,525||203,595||
|Staff training and recruitment costs|3,761||2,384||
|Travel|2,868||412||
|Repairs and cleaning|579||-||
|||───────||───────|
|||(290,753)||(230,045)|
|Administrative costs:|||||
|Telephone and IT|2,058||7,856||
|Printing, postage and stationery|145||79||
|Subscriptions|232||58||
|Depreciation|5,290||2,988||
||───────||───────||
|||(7,725)||(10,981)|
|||_______||_______|
|SURPLUS/(DEFICIT) FOR THE YEAR||124,847||21,024|
|||═════||═════|
|Movement in funds:|||||
|Fund Balance at 1st April||188,508||208,178|
|Surplus for the year||124,847||21,024|
|Rent and management charge contribution to KLS||(42,960)||(40,694)|
|||───────||───────|
|Fund Balance at 31st March||270,395||188,508|
|||═════||═════|
|Note 1-Grants|||||
|BBC Children in Need||40,472||26,648|
|Feathers Association||-||5,000|
|Garfield Weston Foundation||15,000||15,000|
|Jack Petchey Foundation||1,800||-|
|Lottery – Sport England||2,980||-|
|Mayors Fund for London||3,850||-|
|Mo Mark||-||7,886|
(This page does not form part of the statutory financial statements.)
51
KATHERINE LOW SETTLEMENT LIMITED ANNUAL REPORT AND ACCOUNTS OF THE TRUSTEES FOR THE YEAR ENDED 31[ST] MARCH 2023
|**RESTRICTED FUND – LOVE TO LEARN PROJECT**|||
|---|---|---|
|**(continued)**|||
||2023|2022|
|Note 1-Grants (cont.)|£|£|
|Progress Foundation|7,360|-|
|Sir Walter St John’s Educational Charity|27,111|36,136|
|The Angus Lawson Memorial Trust|14,813|4,350|
|The Henry Smith Charity|59,200|-|
|The John Coates Charitable Trust|833|5,000|
|The John Murray Charitable Trust|20,000|-|
|The Tobacco Pipe Makers & Trade|5,000|-|
|Wandsworth Council|-|3,145|
|WBC Art Therapy|8,463|-|
|WBC HAF Summer Funding|22,908|22,826|
|Wandsworth Youth Ambassadors|-|2,480|
|Wimbledon Foundation Community Fund|18,750|-|
||───────|───────|
||248,540|128,471|
(This page does not form part of the statutory financial statements.)
52
KATHERINE LOW SETTLEMENT LIMITED ANNUAL REPORT AND ACCOUNTS OF THE TRUSTEES FOR THE YEAR ENDED 31[ST] MARCH 2023
## **RESTRICTED FUND – ELDERS PROJECT**
|**RESTRICTED FUND – ELDERS PROJECT**|||||
|---|---|---|---|---|
|||2023||2022|
|||£||£|
|Incoming Resources:|||||
|Grants||171,428||185,038|
|Donations||11,517||11,410|
|Sundry income||3,757||1,347|
|||───────||──────|
|||186,702||197,795|
|Resources Expended:|||||
|Direct expenditure:|||||
|Project costs and sessional teachers|20,550||18,241||
|Salaries and staff costs|181,878||140,195||
|Training and recruitment costs|1,765||388||
|Travel and vehicle hire|3,190||4,686||
||───────||───────||
|||(207,383)||(163,470)|
|Administrative costs:|||||
|Telephone and IT|1,812||2,059||
|Post, stationery and marketing|1,114||819||
|Subscriptions|36||45||
|Repairs and maintenance|347||-||
|Depreciation|110||110||
||───────||───────||
|||(3,419)||(3,033)|
|||───────||───────|
|SURPLUS/(DEFICIT) FOR THE YEAR||(24,100)||31,292|
|||═════||═════|
|Movement in funds:|||||
|Fund Balance at 1st April||33,744||31,564|
|Surplus/(Deficit) for the year||(24,100)||31,292|
|Rent and management charge contribution to KLS||(35,431)||(29,112)|
|Trf from unrestricted funds to cover deficit||25,787||-|
|||───────||───────|
|Fund Balance at 31st March||-||33,744|
|||═════||═════|
|Note 1–Grants|||||
|Catalyst Clears||-||3,500|
|Edward Gostling Foundation||25,000||25,000|
|Good Things Foundation||2,000||-|
|London & Quadrant Foundation||-||5,000|
|Lottery – Sport England||2,934||-|
|Peter Stebbing Memorial||5,000||5,000|
|Sobell Foundation||20,000||23,833|
(This page does not form part of the statutory financial statements.)
53
KATHERINE LOW SETTLEMENT LIMITED ANNUAL REPORT AND ACCOUNTS OF THE TRUSTEES FOR THE YEAR ENDED 31[ST] MARCH 2023
## **RESTRICTED FUND – ELDERS PROJECT** continued
|Note 1–Grants (Cont.)|||
|---|---|---|
|The Mercers’ Company|25,000|25,000|
|Wandsworth Council - Age Well Service|56,844|49,850|
|Wandsworth Council – Arts for Health and Wellbeing|7,020|-|
|Wandsworth Council – Contact Club|-|500|
|Wandsworth Council – Various|1,930|858|
|Wandsworth Council – Parkinsons Disease Project|-|2,400|
|Wandsworth Council – Digital Events|700|-|
|Wandsworth Council – Digital Tech Up|25,000|24,977|
|Wandsworth Council – Falls Prevention|-|18,120|
|WG Edwards Charitable Trust|-|1,000|
||───────|───────|
||171,428|185,038|
(This page does not form part of the statutory financial statements.)
54
KATHERINE LOW SETTLEMENT LIMITED ANNUAL REPORT AND ACCOUNTS OF THE TRUSTEES FOR THE YEAR ENDED 31[ST] MARCH 2023
|**RESTRICTED FUND – ESOL PROJECT**|||||
|---|---|---|---|---|
|||2023||2022|
|||£||£|
|Incoming Resources:|||||
|Grants||82,873||121,442|
|Donations||9,349||-|
|||───────||───────|
|||92,222||121,442|
|Resources Expended:|||||
|Direct expenditure:|||||
|Project costs and sessional teachers|5,998||2,717||
|Salaries and staff costs|108,910||89,826||
|Staff training and recruitment costs|686||1,018||
|Travel|303||505||
||───────||───────||
|||(115,897)||(94,066)|
|Administrative costs:|||||
|Telephone and IT|1,411||1,124||
|Post, stationery and marketing|511||778||
|Depreciation|5,418||3,988||
||───────||───────||
|||(7,340)||(5,890)|
|||───────||───────|
|SURPLUS/(DEFICIT) FOR THE YEAR||(31,015)||21,486|
|||═════||═════|
|Movement in funds:|||||
|Fund Balance at 1st April||63,260||59,793|
|Surplus/(Deficit) for the year||(31,015)||21,486|
|Rent and management charge contribution to KLS||(20,239)||(18,019)|
|||───────||───────|
|Fund Balance at 31st March||12,006||63,260|
|||═════||═════|
|Note 1-Grants|||||
|Big Lottery Fund||63,072||108,123|
|Cycling Club UK (Bike Bike Revival)||1,280||-|
|Lottery – Sport England||2,863||-|
|Wandsworth Council||11,908||13,319|
|Wimbledon Foundation Community Fund||3,750||-|
|||───────||───────|
|||82,873||121,442|
(This page does not form part of the statutory financial statements.)
55
KATHERINE LOW SETTLEMENT LIMITED ANNUAL REPORT AND ACCOUNTS OF THE TRUSTEES FOR THE YEAR ENDED 31[ST] MARCH 2023
|**RESTRICTED FUND – KLS LIFT AND BUILDING FUND**|||
|---|---|---|
||2023|2022|
||£|£|
|Incoming Resources:|||
|Donation|6,000|-|
||──────|──────|
||-|-|
|Resources Expended:|||
|Direct expenditure:|||
|Repairs and maintenance|13,486|22,000|
|Professional fees|-|-|
||───────|───────|
||-|-|
|SURPLUS/(DEFICIT) FOR THE YEAR|(7,486)|(22,000)|
||═════|═════|
|Movement in funds:|||
|Fund Balance at 1st April|52,198|74,198|
|Surplus/(Deficit) for the year|(7,486)|(22,000)|
||───────|───────|
|Fund Balance at 31st March|44,712|52,198|
||═════|═════|
|Note 1–Grants and donations|||
|Anonymous donation|6,000|-|
||───────|───────|
||6,000|-|
(This page does not form part of the statutory financial statements.)
56
KATHERINE LOW SETTLEMENT LIMITED ANNUAL REPORT AND ACCOUNTS OF THE TRUSTEES FOR THE YEAR ENDED 31[ST] MARCH 2023
|**RESTRICTED FUND – Battersea Volunteer Project**|||||
|---|---|---|---|---|
|||2023||2022|
|||£||£|
|Incoming Resources:|||||
|Grants||31,250||18,750|
|SW11 Alliance contribution||25,000||25,000|
|||──────||──────|
|||56,250||43,750|
|Resources Expended:|||||
|Direct expenditure:|||||
|Project costs and sessional teachers|127||247||
|Salaries and staff costs|43,312||37,680||
|Post and stationery|262||220||
|Telephone|258||406||
|Depreciation|106||106||
|||───────||───────|
|||(44,065)||(38,659)|
|SURPLUS/(DEFICIT) FOR THE YEAR||12,185||5,091|
|||═════||═════|
|Movement in funds:|||||
|Fund Balance at 1st April||106||213|
|Surplus/(Deficit) for the year||12,185||5,091|
|Rent and management charge contribution to KLS||(5,335)||(5,198)|
|||───────||───────|
|Fund Balance at 31st March||6,956||106|
|||═════||═════|
|Note 1–Grants|||||
|Providence House (on behalf of Big Local SW11)||31,250||18,750|
|||───────||───────|
|||31,250||18,750|
(This page does not form part of the statutory financial statements.)
57