Report and AccY•unts for l*¢ April 2020 to 31st Marth 2021 IIIDEX Page 2 Legal and Administrative Infomiation 3to8 Inde￿ndent Exarniners Repjrt io Statement of Financial Activities li Balan￿ Sheet 12to15 Notes to the Accounts NWlln,,lll I •AAKHtxyz* 3111212021 COMPANIES HOUSE #236 Bristol Black Carers Finanaal statements I" April 2020 to 31st Marth 2021 Legal and AdmlnlstTallve Inlornwtion Status Members of the Management Committee, who are directors for the purpose of Company Law. who served during the year and up to the date of this report are as set out herein. Directors Elane Mccarthy Barbara Dettering Tesleem Fagade Naomi Simpson Enid Smith Angeta Airey Ruby Begum Althea Bowen Chair VI￿-chair Treasurer Teslewn Fagade Registered Offite Whitefriars 2Th1 Hoor, Room 13 Lewins l•lead Bristol BSI 2NY Company Number 4139337 (England & Wale5} Charity Number 1084980 Bankws Unity Trust 8ank Nlne Bn"ndley Hace 8irmingham 81 2HB CAF Bank Ltd 25 Kings Hill Avenue Kings Hill West Malling Kent ME19 4JQ Independent Examlner Rupert Taylor Easton Business Centre Felix Rd Bristol 8S5 OHE Bristol ￿ad¢ Care Financial Statements 1st Aortl 2020 to 31st Marth 2021 TRLISTEEV REPORT The Trustees present thar rep)rt and the finanoal statements for the year ended 31 March 2021 (incorporating the Directors. rep)rt). The organisation is a regster8J charity and a company limited by guarantee. It was incorporated on Ilth January 2001 and regISte￿d a5 a charity on 12th February 2001. The company was established under a Memorandum of Assocfiation whith e#ablished the objects and power5 of the company. and is govemed under ts Articles of Association. The trustees of the thwity, wh) are also the tXrector5 of the Company. delegate responsibility for the day to day running of the tharity to the Chief Exetirtive offi￿r, Anndeloris Chacon. Recruitment and Appolntment of Tntstees Trustees are appointed at the Annual General Meeting of the charity. The artides of associatFon speafy a minimum level of representation of members of the black and minority ethnic communities and also of Ca￿TS or fom)er carers. The Compary's objects and principal activities are: To relieve the mental and physical distress arnonst the black carer5 of peO￿e who are in need of care and who are resident in Bristol by: l. Providing inforniation. advi￿. training. outreach, and development services and 2. Providing a forum whith tirings together carets in order to detemine their needs and 3. The provlsion of advocacy for services.re1￿ant to the needs of b1￿k carers. The use of the term"81ack" refer to African, African-caribbean, South Aslan, Chinese and other minority ethnic people who share a common eXr)erIen￿ of discrimination in the United Kingdom on account of their colour or racial origin. Ensurln9 our work dellvers our alms ristol 81ack Carers have refeThed to the guidance thntsined in the Charity Commission's general guidan￿ on public bentht when rewewing our aim and objectives and in planning our future activities. 8ristol ￿ack Carer5 through their unique approach called G.E.MS. provide infomiation. advice, advocacy. support. empowerment. and outreach to Carers (wjulti young adults, and (hildren) and their cared-for, ¥vhich sometimes includes their supw*rt network. We support carer5/servi￿ users to ac￿SS specific and mainstream health and sooal care serVI￿S both physically and emotionally through advocacy. referrals. asssting with financial issues and signposting depenthng on their need at the time of Ltjntact. We ¥¥ork on educating our carer5. the cared-for. farnily membets. communities. profession*s. and oryan￿tiOnS that the rDle of a carer is an additional role for the individual. It should not be taken for grdnted because rf they did not carry out ttvs role for the cared-for, heatth and soaal care would not be able to co￿. Our events and activities hdp improve quality of life, emotional and physical wellbeing of our carers/service users as we martsin their d￿nty with respert and trust. which enable5 them to retain their Independen￿ and.reduce their loneline55 and isolation. Bristol Black Carers gives the carets.a vorce thmugh partiopation in consultatfons. research. and conferences. Bristol Black Carers FinancTral statements 1st April 2020 to 315t March 2021 Public Benellt Bristol Black Carers aim is to improve the unde￿andIng of the carer5.role and responslbllltles to aS5iSt organisations. professionals, and individuals to know the difference from that of care who give dirett assistance to the cared-for. Also to assist the carerslservice users to acce5S the relevant required service to match their needs thus reducing stress. improving wellbeing, and reducing cost to health and soaal care. Our support and emwwernient wll reduce relian￿ on the health and soaal care systems while working towards reduong health inequalities and rethang the gap in life expettancy bttween the best and off. Bristol Black Carer5 had to suddenly stop all previous f￿e to face activrties in March 2020 due to the COVID 19 pandemic and we found new way5 to keep communicating and supporting our carerslser¥ice users. We continued to deliver our infomation, advi￿, and advocacy serwces, whith increased because in commented on how friendly the meet up was for them. This broke some londiness and isolation. Food dlstribution.. December 2020 to March 2021 This programme was managed by Black South West Networ* for a number of black led organisations. We were part of the food hub distributing food to h(wholds wr Serv1￿ users from the Caribbean, African and Asian communities who Shared with their neighbours what was not collected wa5 sent to a food bank. Approximately 277 collecbcffts V￿re made On￿ a week for that period. Comment: This has been a life saver for myself and my 9)n'5 famity.- We distributed la Donors i Local Lotte Bristol Ci to and chrome ix)oks to ui ent 13 refurbished la 12 Chromebooks 19 ￿fUrb15hed la It. and senior service users. Council Comments.. "I can r￿W watch my Sunday Servi￿ comfrytsbly because it was difficult on the mobile." (80+ carer) "My granddaughter can now th) her home￿￿ and th)es not have to use my mobile." (50+) '[ can sit with my dJJghter and assist With her home¥wrk." (40+) 4 Helplng Hand with Dementla: August to October 2020 Funded by Race Equality Rjundation. London We worked with 12 Caribbean families in this pilot - carers and cared-for to provide emotional and prartical supm to help with managing Oementia for trrf)th perspeth"ves. Counsellinglrelaxation therapies Colouring ty)oks Financial assistan Meals This tw revealed to US that individuals need to be offered ￿rne services on a trial basis for them to have a personal experience of what they have not accessed before. Within the Caribbean community counselling is nrt viewed as a pKJsitive way to deal with situations. One of our male carers fwnd that this was an eye opening. experience for him which in tum made a w￿[tiVe Influen￿ on his relationship5 wthin his family. stepping Out Safety: September 2020 to NovL¥nber 2020 Funded by The Giatefvl Soaety We started this pilot to help our seniors to Start feeling &ife to leave home as the restrictions were lifted. We had a weekly art class with four women age range 60 to 80. They enjoyed the classes and ea(h otherfs company. They felt safe comlng to our venue to have time to themselves away from home. Due to further restrictions. we were not able to grow the dass or even start another 9roup. This was restarted in June 2021 and 8ristol Black Carers Financial statements I" April 2020 to 31st March 2021 continue until ￿ L)ecember 2021 - Christmas tards were made and donated to the tuck shop at the Brfstol Children's Ho5￿1. 4 Finanaal •ssistan Funded by Redland Church This allowed us to provide immediate assistance to our Servi￿ users as were in trisis. Co￿￿ 19 Mental Health suppo￿ September 2020 - Marth 2021 Funded by Clinical Commissioning Gmup fv mental health acTOSS Bristol. North Somer5et and South Gloucestershifte joint pmiert with Alilaari and Somali Resource Centre To assist with staffing to increase resour￿5 to deliver our ser¥ices wthich will hdp reduce mental health stress and anxiety and aid with supporting our service users. 4 COVZD 19 fund to lTrcrease c•pacl¢r. June 2020 - March 2021 Funded by Bristol City Counol Staffing for the organisation was on fulltime and one part-tirne. This enabled the employment of additional staff on short temi contracts to increase capacity which gave time to the CEO to attend strategic meetsThJs in the management of services throughout the pandemrc. Saving Lives 2417 - October 2020 - Marth 2021 Funded by National Lottery Communty FUnd￿ntp￿1iec¢ wiiti Black South West Network (BSWN) and Somali Resource Centre Increased capacity for delivery of services with ￿rne fvnds for finanoal assistance and digital indusion. This partnership also allowed us to collert data wthout the stress of having to analyse it. and was able to rEfiect what we delivered. The re￿rt compiled by BSWN really helped us to see our work and know the wsitive impact we had in our service users lives. 4 Genue Exerclse Funded by Sports England supwrted by VOSCUR with the applicats.on Developed a handbook with stmple exer(ises to follow wthich was sent via post to service users. Additional telephone calls were made to theck if the exercise book produced wa5 helpful. Some identified that they know some of the exerases, it was a helpful reminder. To all our fvnders and dOI￿rS. we would like to say thank you for giving us the much funding resources to deliver services that had a positive Impart on our carers/service user5 through these uncertain times. Carers Breaks We submitted approximately thirty (30) carer5 smple assessment for them to recelve a one-off payment to able to do something for themselves with the hope it gave thern some relaxation or reduced st￿55. Some carers are still not aware of this furKI and we are wothng towards increasing the number of applications. Plans for fvture Bristol Black Carer5 will continue the servfices above in the forthcoming years subject to satisfa(tory funding arrangements. We are developing setvices to broalen the level of support we can give to carers1ser¥i￿ users and those they Ca￿ for both in and out of the home. Bristol Black Careis will be w0￿1ng towards <*veloping partherships with oth organisations to give us a well-rounded dellvery of serwces that addresses home care support. training. and social events. We pride ourselves in looking al care for all aspects of Bristol Black Carers Flnancial statements l* April 2020 to 31st March 2021 life b&au5e every element impacts on kthy5ical. emrtional, and rnental health vthith affects the wellbeing of our carer51service users. We are working towards addresstng health inequalities that exi& in our tsrget grDUPS (Caribbean. Afrfjcan and Asaan) and would like to work doser with the Integrated Care Partnerships to Influen￿ the thanges necessary to reduts these gaps. We have been lnvolved.and still involved in different consultations to bring the issues of the Care￿SerVice users to the forefront of the commissioners SO thèt the services will addreas the issues faced by our target group5. It is *Jur hope that work in pmrnoting health initiatives will contribute towards better health care. We hope to give our carers/service users some opp)rtunities to explore different non-medical ways to manage their needs/issues. Suth as the creative arts. help them identify breaks that are ideal for their situations vthich we can offer lo assist with the arrnngement and to provide snme complementary th￿aPleS on regular basis. Bristol ￿ad{ Carers is Iwking forward towards deVe￿ping our sustsinability and Increasing our income generation to be able to continue groviding Ihe setwices that help our carerslsernl￿ users reinain as independent a5 they possibly can. Risk Manageffient Bristol Black care￿ has Trdentified areas of risk ass(xiatc%J with a small wAtblidy funded charity to ensure the athievement and Maintenan￿ of its: ' Operational performance Aims and objectives Image The main'areas of posgble risk considered: Finances Personnel Property Service delivery It is ad(nowledged that the TTUStees are fvlly reswnsible for the instigation and maintenance of the Bristol Black Carers Risk Management. Procedures are in rAace to ersure compliano wtth health and safety of stsff. volunteers, carers and visito￿. These ￿yc￿dures are pwiodically reviewed to ensure that they continue to meet the needs of the charity. Reserves Policy We have a Reserve Pollcy whereby the unre*ricted funds not committed should be six months of resources expended on running costs. whlch is estimated as £98.859 12020 £7,389). The ￿SerVeS are needed to meet the working ca￿"tal reqU1￿ments of the charity and the Management Committee feel confident that at this level they would be at4e to continue the current artivitie5 of the charrty. The present levd of general funts available to the thaiity of £35.184 is therefore below target. It is prudent to ensure there are suifKient fr& reserves to provide financial and operational flexibility. Bristol Black Carers Financial statements 1st April 2020 to 31st March 2021 Trustees are required to prepare financial statements for e￿h finanual year, whith give a true and fair view of the state of affairs of the charitsble company and the incoming resour￿ and application of resources, induding the net Fncome or expenditure, of the charitable company for the year. In preparing those fin￿aal staternents the trustees are required to: Selert suitsble accountivNJ rm)liC￿ and then apply them conslstently: Observe the methods and prinaples in the applicable Ctharities SORP; Make judgements and estimates that are reasonable and prudent: stste whether applicable accounting standard5 and statements of recomrnended prattice have been followed. subjert to any mtsial departures dfjsclosed and explained in the finanaal statements; and Prepare the finantial statements on the goi.ng concem basis unle55 it is inappropriate to presume that the charity will o)ntinue in operntion. The trustees are responsible for keepng proper attounting records vthich disclose with reasonalqe accuracy at any time the finanaal positron of the d)arity and which enable them to ensure that the financial statements comply with the Companies Art 2006. The trustees are also res￿+s1b1e for safeguarding the assets of the tharity and hence for taking reasonable steps ft)r the prevention and detection of fraud and other irregularities. The trustees confirm that to the best of their knowledge there is no information relevant to the Independent Examlnation of whth the Examinets are unaware. The trustees also confimi that they have taken all necessary Step5 to.ensure that they themselves are aware of all relevant finanoal information and that thi5 infomation has been communicated to the Examiners. Elaine Mccarthy - Chairperson Date Bristol Black Carers Financial statements 1$1 April 2020 to 31st March 2021 Independent EJ(aminer's report to the trustees of Bristol Black Carers I report to the charity trustees on my examlnatlon of the accounts of the Charltable Company for the year ended 315t March 2021. Responsibilities and basls of report As the charity's trustees of the Company (and also its directors for the pury)oses of company law) you are responsible for the preparation of the accounts in accordance with the requirements of the Companies Att 2006 Cthe 2006 ACY). Having Satisfied myself that the accounts of the"Company are not required to be audited under Part 16 of the 2006 Act and are eligible for indeperKlent examination, I report in respect of my examination of your charity s accounts as carrted out under sertion 145 of the Charityes Att 2011 ('the 2011 Act.). In carrying out my examination I have followed the Directions given by the Charity Commission under sertion 145(5) (b) of the 2011 Act. Independent examinerfs statement I have completed my examination. I confirm that no matters have come to my attention in connectioft with the examinati￿* giving me cause to believe: l. accounting records We￿ not kept in respect of the Company as required by section 386 of the 2006 Act; or 2. the accounts do not accord with those records; or 3.. the accounts do not comply with the accounting requirements of section 396 of the 2006 Art other than any requirement that the accounts give a 'true and fair view which is not a matter conside￿d as part of an independent examination; or 4. the accounts have not been prepared in accordance with the methods and principles of the Statement of Recommended Practice for accounting and reporting by charities (applicable to charities preparrng their accounts in accordance with the Financial Rewjrting Standard applicable in the UK and Republic of Irelaftd (FRS 102)]. I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this ￿pOrt in order to enable a . proper understanding of the accounts to be reached. .. 27th Dthnber 2021 Rupert Taylor Easton Business Centre Felix Rd, 8ristol BS5 OHE Bristol Black Carers Finanaal ststements I" Apnl 2020 to 31st March 2021 statement of.Financlal Actlvities [including Income and Èxi>enditure Account] for the year ended 31st March 2021 Funts FurKIs Total Fund5 2021 Total Funds 2020 2021 2021 (see Note io) ￿n￿rne Voluntary Income Donations 10.622 10,622 10.622 10.622 , 4.227 4.227 ¢harltable activities Grants Services (2) 59,928 57,583 117.511 69,585 129.513 57.583 69.585 187,096 70.585 11.611 82,196 Total Incomlng resourns. 128.133 69.585 197.718 86,423 Charltable activities Totsl resources expended (5) 100.338 72.731 100,338 71731 173,069 173.069 94,235 94.235 Net incoming/[outgc*ing] resources before transfers 27,795 24.649 (7.812) Transfer5 between funds Net rnoVen￿nts In fvnds after transfe¥s 27.795 (3,146) 24,649 (7.812) Re¢on¢iliatlon of funds Total fvnds brought forward 7,389 15,146 22.535 30,348 Total funds carrled forward 35.184 Iz.o(•o 47,184 2&535 io Bristol 81ad( Care Financial statements I" April 2020 to 31st March 2021 Balance Sheet as at 31 March 2021 Company number: 4139337 2021 2020 Tan9ible asse (2) Fixed assets CUrr￿t assets Cash at bank and in hand Debtors and wepayments 45.366 12,701 58.067 25.512 701 26,213 (3) Current Ilabllities Credttors.. amounts falling due within 12 months (4) 10.833 3,678 Net otrrent assets 47.184 21535 47,184 21535 Funds G￿er31 funds Restrfcted funds Totsl funds (7) {7) 35.184 12.000 47,184 7,389 15,146 2l535 For the year ending 31 March 2021 the (Dmpany TAas ￿titled to exemption frnm aud under section 477 [2] of the Cwipanie5 Art 2006 relating to srnall companies. The members have not reqUI￿d the company to oitsin ￿ audit of its accounts for the year in question in accordance b¥ith settion 476. The directo￿ acknowledge their responsibilities for comrlying wrth the reqUireM￿ts of the Act with respect to accounting records and the weparation of accounts. These accounts have been p￿Pared in accordan￿ with the provisions applicable to companies. subject to the small companies. regime. The Management Committee approved these finanoal statements on the 2411212021 Signed on behalf of the Management Committee Elaine Mccarthy Dated: 24fh Decembtr 2021 Bristol Black Carers Finanoal statements IX April 2020 to 31st March 2021 NOTES TO THE ACCOU14TS (l) Prlncip•l Ac¢ountiTr9 Polides The principal accounting policie5 adopted in the preparation of the finanaal statements are set out below and have rwnainej unthanged from the previo year. (•) Basis of accountlng The finanaal statements have been p￿pared under the historical c05t (onventi¢y), and in accordance with the Companies Art 2(#)6 aF￿ the Statement of Recommended Practice: Accourting w)d Reporting by Charities issued in March 2005. (b) Fund accountlng [iJ un￿stricted fun(ts are availatle for use at the discretion of the trustees in furtherance of the general objectives of the charity. [ii]l)esignated funds are unrestricted fiJnd5 e￿arked by the Management Committee for partiadar purw5es. [111] Restricted fund5 are subjected to restortx)ns on thelr expenditu￿ imposed by the donor or through the teTms of an appeal. (c) Incomlng resources All incoming resources are induded in the Stat￿]ent of financral activities when the charity is entrtled to the income and the amount can be quantified with reasonable accurary. The following speafic poliaes are appfled to partioJlar categories of income. Voluntary income is received by way of grants. donations and grfts and 15 included in fijll in the Statement of Bnanoal Activities when receivable. Grants, where entrtlement is r￿t condib.onal on the delivery of a specific perforrnance by the . tharity. are recogni5ed when the charity becomes unconditionally entitled to the grant. Donated service5 and faolities we induded at the value to the charity vthere this can be quantified. The value of ServI￿S provided by volunteers has not been induded in these accounts. Incomlng resourtes fmm charitable trading artivity are accounted for when earned. Inoyning resources from 9rants. where related to ￿lforniance and specific deliverable5. accounted fr>r a5 the (harity eams the right to consideration by its performance. (d) Resources expended Expenditure is recogntsed on an accrual bas￿ a5 a liability is incuTred. Expenditure Includes VAT. Co#5 of generating fvnds comprise the costs associatsd with attracty.ng volun income and the costs of trading for fvndrarsing purposes. Charitable expenditure comprises those costs incurred by the charity in the delivery of its artivities and sefwices for its benefioaries. It indudes LKrth costs that can be allocated direLtly to suth activities and those costs of an indirett nature necessary to support thwn 12 8rtstol Black Carers Financial statements 151 April 2020 to 31st March 2021 Not¢s to th¢ Accothts (continued) (l) Prlndpal Accounting Polides {conlinu•d) Govemance costs indude those co#s ￿S0Oated with meeting the constitutional and ststutory reqtsirements of the tharity and indude the audit f￿5 and costs Ilnked to the strategic management of the charity. All costs are allocated betwe￿ the exp￿dIt￿re categories of the SOFA on a basis designed to reflett the use of the ￿sOUrCe. Costs relating to a particular acb.vity a allocated dlrectty: Ot￿r$ are app)rtioned on ￿ appropriate basis. (2) Taffjible F•xed Assets Tangible fixed assets are wrltten off over the expetted useful life of the asset. the fttllowing rate5: Fixtures fittings & cornputers at 33% reduon9 balarte. At I ApTiI 2020 Addfittons At 31 Vlarth 2021 12.808 1¥808 Depre¢latlon At l April 2020 Charge for the year At 31 Marth 2021 12.808 12,808 Net book value At 31 Marth 2020 At 31 March 2021 2021 2020 P￿payments Other debtors 701 12.000 11701 701 701 2021 2020 (4) Creditors Falling due within 12 ￿￿rth$ Attruals Creditors HMRC Pension5 500 649 8.641 1.093 10.883 s¢x) 203 1.601 1.374 3.678 13 Bristol Black Carers Financial statements l# April 2020 to 31st March 2021 Notes to the Ac¢ounts Icontinued) (5) Charitable expenditure Direct Support . Costs Total 2021 Total 2020 Salaries & wages Staff travel & expenses Projett costs Volunteer expwses Advertising & pUl￿1C1ty Fundraising offi￿ premises cost Computer supp(>rt Telephone & Trnternet Postage, printing and stationery Insurance Accounts Equipment Professional & legal fee5 Bank tharye5 Consultanoi Membership 93.422 336. 29,919 10.073 1.037 3,250 96,672 336 29,919 10,073 1,037 50.474 2.295 7,858 658 900 3.200 17,666 2,220 1,235 1,499 915 1.377 3,617 48 54 218 900 94,235 15.567 9,405 293 2,801 987 15.567 9.405 293 2,801 987 908 1.164 1.164 35 35 72 72 451 451 204 204 35.136 169.923 134.787 (7) Payments to trustees The tnjstees received no remuneratiw5 or extenses (2020 nil). {8) •lovefflwts In funds Balance as at 31st March 2020 Incoming Otstgoing Balance as at 31st March 2021 Restricted funds Bristol City Council St Monica Trust 15,146 60,58S 9.000 69.585 63.731 9,000 71731 .12,000 15.146 12.IMIO Unrestrlcted funds General funds 128,133 100,338 35,184 Totsl funds 2IS35 197.718 173,069 47.184 Balance as at 31st March 2019 Inc(Thing 15.146 70.585 15.146 70,585 Balan￿ as at 31st March 2020 15.146 .15.146 Prevlous year c¥¥mpar410n: Restricted lunds Bristol Cty Council Outgoing 70.585 70,585 UnrestriLted lunds . G￿eral funcLs 15.202 15,838 23.650 7,389 Totsl lunds 30.348 187,096 173.069 2 j535 14 Bristol ￿a(k Carers Financial statements IY April 2020 to 31st Mèrch 2021 (9) staffm9 2021 2020 Salaries and wages Employer's National Insurance Employer pension contritxjtions 90.604 4,175 1.893 96,672 44.942 5,532 50.474 The average number of stsff durin9 the yw was 4 (2020 2) and the full time equivalent 3 (2020 1). No employee earned more than £60,1)00 during the year. The key management personnel of the charity are the trustees and the Chief Executive Officer, Anndelori5 Chacon. (10) Staten￿nt of FIna￿la1 ALtivitKs - preTh)us ye¥ conwrison {restated) Unrestrtrte Restrirte d Funds d Fund5 Total Fun¢ts 2020 2020 2020 Voluntary Incon Donations 4.227 4,227 4.227 4.227 Income resources from clwrltable actlvitles Grants Servi -70,585 70.585 11,611 82,196 11,611 11.611 70.585 Total Incomln9 resources 15,838 70.585 86,423 Charitable activities 23,650 70.585 23.6SO 70,585 94.235 94,235 Net incomingllotrtgoing] resources before transfers (7,812) (7.812) Transfets betw&n funds Net movements In funds after transfers (7012) C7￿12) Re(ondllation of funds Total fijnds brought fonyard 15.202 15,146 30,348 Totsl funds carrfed fonward 7,389 15,146 22,535 The 2019-20 figures have been restated to corrett the analysis of restricted and unrestricted expenditure and transfers. This reanalysis does not affect any of the balance sheet values. 15