**Trustees Report and Financial Statements Year to the 31[st] March 2023** Charity number: 1084980 Company number: 4139337 ## **Contents** |**Contents**||| |---|---|---| |||**Page**| |Reference and Administrative Information||3| |Structure, Governance and Management||4 - 5| |Chair’s Message||6| |CEO’s Message||7| |Achievements and Performance||8 - 13| |Joint Projects, Research Participation, Presentations, & Some
Meetings|14 - 20|| |Memory Lane|21|| |Risk management, Financial Review & Reserves Policy|22|| |Statement of Trustees Responsibilities|23|| |Independent Examiner’s Report to Trustees of Bristol Black Carers|24|| |Statement of Financial Activities|25|| |Balance sheet|26|| |Notes to accounts|27 - 31|| |Thank You|32|| |Funders and Partners|33|| 2 Reference and Administrative Inforrnation Status Members of the Management Committee, who are direttors for the purpose of Cornpany Law, who served during the year and up to the date of this report are as set out herein. Directors Elaine Mccarthy (Chair) Barbara Dettering (Vice-chair) Naomi Simpson Angela Airey Enid Smith (resigned 6, June 2022) Ruby Begum (resigned 11 August 2022) th Althea Bowen (resigned 26 August 2022) Tesleem Fagade (resigned 21" September 2022} Registered Office Whitefriars 2 Floor, Room 10 Lewins Mead Bristol BSI 2NT Company Number 4139337 (England & Wales) Charity Number 1084980 Bankers Unity Trust Bank Nine Brindley Place Birmingham BI 2HB CAF Bank Ltd 25 Kings Hill Avenue Kings Hill West Malling Kent ME19 4JQ Independent Examiner Rupert Taylor Easton Business Centre Felix Rd Bristol BS5 OHE Structure Governance and Mana ement The organisation is a registered charity and a company limited by guardntee. It was incorporated on 11, January 2001 and registered as a charity on 12, February 2001. The company was established under a Memorandum ofAssociation which established the objects and powers of the company and is governed under its Articles of Association. The trustees of the Charity, who are also the Directors ofthe Company, delegate responsibility for the day-to4ay running of the charity to the Chief Executive Officer. Anndeloris Chacon. Recruitment and Appointment of Trustees Trustees are appointed at the Annual General Meeting of the charity. The articles of association specify a minimum level of representation of members of the black and minority ethnic communities and also of carers or former carers. The Company's objects are: To relieve the mental and physiG31 distress among the black carers of people who are in need of care and who are residents in Bristol by.. 1. Providing infomation, advice, training, outreach, and development services and 2. Providing a forum which brings together carers in order to detemine their needs and 3. The provision of advocacy for services relevant to the needs of black carers. The use of the temi 'Black" refers to Caribbean, African, South Asian, and other minority ethnic people who share a common experience of discrimination in the United Kingdom on ac￿Unt of their colour or racial origin. Ensuring our work delivers our aims Bristol Black Carers have referred to the guidance contained in the Charity Commission's general guidance on public benefit when reviewing our aims and objectives and in planning our fijture activities. Bristol Black Carers through their unique approach called G.E.M.S. provide information, advi￿. advocacy, support. emrKswemient. and outreach to Carers (adult. young adults, and children) and their Ca￿d-for, which sometimes includes their support network. We support carerslservice users to access specific and mainstream health and social care services both physically and emotionally through advocacy, referrals. assisling with financial issues and signposting depending on their need at the time of contact. We work on educating our carers, the cared-for, family members, communities, professionals, and organisations that the role of a carer is an additional role for the individual. It should not be laken for granted because if they did not carry out this rol8 for the cared-for, health and social care would not be able to cope. Our events and activities help improve quality of life, emotional and physical wellbeing of our carerslservice users as we maintain their dignity with respect and trust, which enables them to retain their indep8ndenc8 and reduc8 their loneliness and isolation. Bristol Black Carers gives the carers a voice through participation in consultations. research, and Conferen￿$. ## **Board of Trustees** **Elaine McCarthy – Chair** **Barbra Dettering – Vicechair** **Naomi Simpson -- Trustee** **Angela Airey -- Trustee** 5 ## **Chair’s Message** Greetings to staff, service users and trustees. This year has been challenging for us in terms of finding financial sustainability, we have been able to keep our head above water to deliver services that our community needs. The current crises of cost of living increasing and the delayed effects of the COVID 19 pandemic we have seen an increase in the number of service users. Our team of both staff and trustees are working together to build the charity to be able to cope with the demands as they increase. Sadly, we had to say goodbye to one of our founding members and trustee Mrs Enid Smith on the 13[th of] December 2022. We look forward to the year ahead with positivity and hope. Thank you to everyone. Elaine McCarthy Chair 6 ## **CEO Message** I would like to say thank you to everyone for their support for this financial year. We have been able to expand our service in many directions according to the needs of our service users thus helping us to provide the holistic support according to an individual’s priority. Our charity has a focus on carers, but we know that they are not living alone therefore we include the whole family to be better able to help reduce their stress and help find solutions with them with the issues that they face. Each day we learn something new in the community from our service users and we try our best to respond appropriately. An example of this is helping them to complete and register a Lasting Power of Attorney. To improve understanding of prevention or how to minimise the effects of ill-health and to better manage care of and others. One of the major areas to be destigmatised is that around talk therapy/counselling because individuals do not realise that their mental wellbeing can be improved, when they speak to the relevant professional. This is an area that we are working on to help service users feel comfortable to attend and to request. We have a core team of four staff with me and we use the G.E.M.S. approach to connect with our service users. _**Greet Engage Meet Support**_ Our greatest tool is active listening because sometimes our service users just want someone to listen to them. This can be challenging at times. Our goal is to get financial stability that will allow us the freedom to deliver continuous services without the threat of funding cuts. The skills mix and experiences of the team has now afforded us the opportunity to focus and plan for the future of the charity. We share the vision of being self-sufficient and having a building of our own to deliver all the services we have identified for our service users to build our communities to be resilient and solution focused. I stepped out of the NHS framework with over forty years’ experience in nursing, which I believe has given me an advantage to better support, advice, and advocate for our service users. Both statutory and voluntary organisations should be working to set standards for the services they deliver. When this is in place then the balance would addressed because we would then be making service equitable when we have holistic, person centred care/education. We enjoy delivering the services and reap the reward of putting a smile on someone’s face. Anndeloris Chacon Registered Nurse/CEO/Support Worker 7 ## v _**Achievements and Performance**_ ## _**Support provided according to the individual’s issues/needs -**_ v Listening - v Advice and information v Advocacy v Home/hospital visits v Carers simple assessments v Home care assessments – to assist with care package & care worker/s v Grant applications – `o` Bristol City Council `o` St Monica Trust `o` Florence Nightingale `o` other organisations v Referrals – `o` Social Services for care package `o` Safeguarding `o` Occupational Health `o` Therapy/Counselling v Respite for Carers to have time for themselves - `o` Activities `o` Events § Day Trip § Dinner § Theatre § etc v Employment – `o` Application `o` Interviews `o` References v Education – support in schools v Immigration v Lasting Power of Attorney - v Mental Wellbeing v Benefits – applications/appeals/tribunal – - Personal Independent Payment - Employment Support Allowance - Universal Credit - Housing - Attendance Allowance - Carers Allowance 8 ## _**Adult Service**_ This service is mainly funded by Bristol City Council with additional funds from other organisations like The Grateful Society and ALD Automotives. We have provided support in various ways through the services we provided according to their needs or issues for the assistance they require. Providing a holistic person centred approach allows us to deliver services that are equitable and which give the service users a sense of being valued and heard. The approach we use is called G.E.M.S. – Greet, Engage, Meet and Support. All our service users have accessed the services highlighted above according to their needs. ## _**Some feedback after sessions:**_ Interesting. It is fun. Enjoyable. The day out, was what I needed. I felt welcome. I learnt something new. ## _**General comments:**_ - “So glad they made contact.” “Thank you for listening.” “You saved my life.” “Thank you for being here.” “I feel confident and empowered.” “You are approachable.” ## _**Events:**_ Day Out @ Bristol Zoo Lunch and Cabaret @ the Golden Goose Brims and Bows Tea Party Tobacco Factory Theatre -- ‘Revealed' MTM Awards – Three service users recognised – Mrs Hazel Bailey, Mrs. Barbara Dettering and Mrs, Clementina Johnson-Martin ## _**Key messages:**_ 1. **CARERS** know that this is another role in their life, like that of which they do at work, or as a family member. 2. The individuals who assist the carers to provide care, are **CARE WORKERS.** We have provided respite for our service users -- examples are colouring, relaxation sessions, evening out to awards dinner. We were able to provide financial support and transport to sessions for some of our service users through the unrestricted funds that we received. 9 ## _**Dementia Service**_ This has been funded through Ageing Well Programme. Through this service we have been able to help our carers to have a better understanding of their feelings and the different stages their cared-for may go through the diagnosis of Dementia. We have been able to refer some of the carers to talk therapy and help them with other ways to relieve their emotions. Many people do not realise the roller coaster of feelings that the carers experience while caring for a loved one with Dementia. Anger, confusion, love, tiredness and over worked to name just a few. We would like to share more information to our communities to create a better understanding of Dementia. ## _**Demographics:**_ |**_Demographics:_**|| |---|---| |Service users|Carers = 28 Care-for = 18| |Gender ratio|30% more females service users| |Ethnic background|Caribbean, Black British, Asian, and Dual heritage| |Postcodes|BS1 BS2 BS4 BS5 BS7 BS23 BS10 BS16 BS30| |Medical and mental
conditions identified for
both the carers and cared-
for|Anxiety, depression, hypertension, diabetes, stroke, arthritis, epilepsy,
cancer, hearing & sight impairment, sickle cell disorders, heart attack –
post angiogram, glaucoma**,**Parkinson, Wernicke-Korsakoff syndrome,
leg ulcers on both legs, vertigo, incontinence, asthma, Sjogren’s
symptoms, prolapse disc, sciatica, and others.| |Support visits|We visited the service users with Dementia in their homes and others in
care homes.
We assisted with connecting care workers and carers to agree care
packages at home for self-funders. We give advice on the level of care
that may be required.| ## _**Feedback:**_ “Thank you for the opportunity to talk.” “Thank you for all the support and help.” “I would like to be a buddy for Mrs J so that “If it was not for Bristol Black Carers, they did she does not feel alone. I can call her not know where they would be without our occasionally if she agrees.” support and help.” “They heard of us via someone who received “I am happy that I call for advice and it was assistance from us.” helpful.” “Thank you for being there when I needed “It was good speaking to you because you the support.” understand what I am talking about.” Mrs D shared her experience and cried. She felt comfortable in the group to do so. We purchased protective mattress covers and the service user was very thankful. ## _**Educational sessions:**_ Ø Lasting Power of Attorney Ø Relaxation technique and therapy 10 ||
**_Mental Wellbeing Service_**
We received funding from Bristol North Somerset and South Gloucestershire (BNSSG) Clinical
Commissioning Group (CCG) now Integrated Care Board (ICB) to address mental ill-health in
the early stages with our service users. We identified presently; the services are not reaching
our services users at their first point of contact. We see the service users before they
breakdown and want to help as much as possible before they start to fall apart. Some service
users present at breaking point when dealing with an issues which seems to have no way
forward. The NHS does not address those issues but only intervenes when the individual’s
mental ill-health has broken down.
We have had the joy of our service user stating that they are thankful we are here. Sometimes
we answer out of hours which has been a life line for some of our service users. Our greatest
asset is our active listening to allow our service users the chance to vent before we work on
their issues/need when they ask for help.
**_Brief Case Study_**–to show the multiple factors in one person’s life. Thus the need for the
G.E.M.S. Approach|
**_Mental Wellbeing Service_**
We received funding from Bristol North Somerset and South Gloucestershire (BNSSG) Clinical
Commissioning Group (CCG) now Integrated Care Board (ICB) to address mental ill-health in
the early stages with our service users. We identified presently; the services are not reaching
our services users at their first point of contact. We see the service users before they
breakdown and want to help as much as possible before they start to fall apart. Some service
users present at breaking point when dealing with an issues which seems to have no way
forward. The NHS does not address those issues but only intervenes when the individual’s
mental ill-health has broken down.
We have had the joy of our service user stating that they are thankful we are here. Sometimes
we answer out of hours which has been a life line for some of our service users. Our greatest
asset is our active listening to allow our service users the chance to vent before we work on
their issues/need when they ask for help.
**_Brief Case Study_**–to show the multiple factors in one person’s life. Thus the need for the
G.E.M.S. Approach|
**_Mental Wellbeing Service_**
We received funding from Bristol North Somerset and South Gloucestershire (BNSSG) Clinical
Commissioning Group (CCG) now Integrated Care Board (ICB) to address mental ill-health in
the early stages with our service users. We identified presently; the services are not reaching
our services users at their first point of contact. We see the service users before they
breakdown and want to help as much as possible before they start to fall apart. Some service
users present at breaking point when dealing with an issues which seems to have no way
forward. The NHS does not address those issues but only intervenes when the individual’s
mental ill-health has broken down.
We have had the joy of our service user stating that they are thankful we are here. Sometimes
we answer out of hours which has been a life line for some of our service users. Our greatest
asset is our active listening to allow our service users the chance to vent before we work on
their issues/need when they ask for help.
**_Brief Case Study_**–to show the multiple factors in one person’s life. Thus the need for the
G.E.M.S. Approach| |---|---|---|---| |**Profile**|||| |First Contact||Referred to us and accompanied bysibling|| |Category||Cared-for|| |Agegroup||50 - 64|| |Ethnicity||Caribbean British|| |Diagnosis||Medical and mental conditions with drugand alcohol – experiences memoryloss|| |**Background**|||| |History||Suffers with seizures and blacking out spontaneous and unpredictable.
Drinking of alcohol and smoking drug affects medical and mental conditions.
Parent of two children.|| |Issues presented||Housing rent arrears.
Council tax arrears
Financial stress.
Benefits stopped.|| |Actions carried out||Referred to Mental Health Recovery team
Referred to Bristol Drug and Alcohol
We have assisted with support from sibling to address housing, council tax and
benefits issues.
Referred to Occupational Therapist – possibility of getting a walk-in shower.
Arranged weeklyfollow-upappointments.|| |Present status||Frequent interventions are needed to support thisperson|| ||**_Demographics:_**||11
Caribbean, White and Black African (non-Somali), Pakistani,
Other
Easton, Eastville, Clifton, Kingsdown, Long Ashton, Monteplier,
St Pauls
Christian, Muslim, Prefer not to say| ||Ethnic background||Caribbean, White and Black African (non-Somali), Pakistani,
Other| ||Areas in Bristol||Easton, Eastville, Clifton, Kingsdown, Long Ashton, Monteplier,
St Pauls| ||Religion||Christian, Muslim, Prefer not to say| ||||| **----- Start of picture text -----**
Agencies contacted
4%
Housing benefit
10% 2% 2% Rent
10% Council Tax
4%
White goods
10% Food vouchers
5 Housing accommodation
Bristol Water
16% 6% GP surgery
Mental Health Team
2% Bristol Drug Project
20% 4% DWP -- PIP, ESA & Universal Credit
Ombudsman
Number of sessions
45 41
40
33
35
30
25
18
20
15 11
10 7
5
0
0-3 4-6 7-10 11+ Did not
attend
Disabilities Identified by service users
80 75
70
60
50
40
30
20
20
10 2 5 2
0
Physical Learning Specific Mental Prefer not to
impairment difficulties learning and say
difficulties emotional
like dyslexia distress
12
**----- End of picture text -----**
**----- Start of picture text -----**
Agencies contacted
4%
Housing benefit
10% 2% 2% Rent
10% Council Tax
4%
White goods
10% Food vouchers
5 Housing accommodation
Bristol Water
16% 6% GP surgery
Mental Health Team
2% Bristol Drug Project
20% 4% DWP -- PIP, ESA & Universal Credit
Ombudsman
Number of sessions
45 41
40
33
35
30
25
18
20
15 11
10 7
5
0
0-3 4-6 7-10 11+ Did not
attend
Disabilities Identified by service users
80 75
70
60
50
40
30
20
20
10 2 5 2
0
Physical Learning Specific Mental Prefer not to
impairment difficulties learning and say
difficulties emotional
like dyslexia distress
12
**----- End of picture text -----**
## _**Young People Service**_ We provide adhoc services to the young carers and actively seeking funding to restart this service in our charity. We are working with other organisations to keep up to date and involved around what is happening in the young people’s sector. We assist their parents with issues at school so to minimise the possibility of exclusion from the education system. We have included young carers and their families on our day out and this was very rewarding to see them all enjoying being out together. The intergenerational aspect of the day was beautiful, and questions were asked from all age groups. ## _**Demographics:**_ Ethnic background Asian, Caribbean, Mixed. Other – Age groups Under 15yrs to over 75yrs oldest was 90yrs. We have engaged in activities with the Carers Support Centre and the young people were very happy to attend. 13 ## v _**Joint Projects**_ **Organisation:** National Centre for Integrative Medicine **Duration:** April 2021 to July 2022 **Topic:** Nutrition **Outcome:** Booklet published 100 **-** sharing the food that can be substituted to have healthier options. Launched on 27July 2022 via webinar. Plan to get funding to print more copies because the information was well received. We have also shared the PDF version with other organisations. ************************* ## Ø **Organisation – Chinese Community Wellbeing Society** ## **Project –** Dementia ## **Educational Sessions:** Ø Lasting Power of Attorney Ø Relaxation technique and therapy **Outcome –** Service users requested the forms so that they can read and share with other family members. A few have been submitted and approved. ## **Feedback –** Very Informative. Learnt the difference between a Will and the Lasting Power of Attorney. ******************************* Ø **Organisations –** Old Vic and UWE – (students from film and media) **Duration –** one session – interview and filming **Topic:** “Change” **Participants:** 5 hared their stories of some change they experienced in Bristol **Outcome:** Featured in the film shown at St. Paul’s Carnival Launch @ Old Vic. 14 ## Ø **Organisation: The Wellspring Care** **Duration:** one year – August 2022 – March 2023 **Pilot:** Recruitment of domiciliary workforce in Bristol from the following communities – Caribbean, African, Chinese, and South Asian (i.e. Pakistan and Bangladesh) **Outline:** Aim to employ individuals from these communities and assist them to remain in employment for at least six months. **Outcome:** Within this seven month – advertising was delivered through word of mouth, flyers and on our website. Care workers were recruited from Caribbean, African and Asian backgrounds. We worked towards placing them as close to home as possible but we were not able to achieve this because of where the cared-for were located and the timeframe from obtaining the package from Social Services. The pilot will end in July 2023. ## _**Statics**_ **----- Start of picture text -----**
Point of access for Recruitment
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**----- Start of picture text -----**
5% 4%
Advert/Social Media
Bristol Black Carers
17%
19%
2% Bus stop
Family/friend referral
14%
21%
Job Fair
18%
The Wellspring Care
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15 **----- Start of picture text -----**
Careworkers' Postcodes
7
6
4 4
3
2
1 1
1
BS1 BS 3 BS 4 BS 5 BS 7 BS 14 BS 16 BS 31
Service Users' Postcodes
4 4
3 3
2 2 2 2
1 1 1
BS2 BS3 BS4 BS6 BS7 BS8 BS9 BS10 BS16 BS14 BS15
Gender
18
50
Female Male
16
St Pauls/St Werburgh Knowle Bedminster/Brislington Montpiler Horefield Clifton Westbury on trym Southmead Fishponds Hengrove Stapleton
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Careworkers' Postcodes
7
6
4 4
3
2
1 1
1
BS1 BS 3 BS 4 BS 5 BS 7 BS 14 BS 16 BS 31
Service Users' Postcodes
4 4
3 3
2 2 2 2
1 1 1
BS2 BS3 BS4 BS6 BS7 BS8 BS9 BS10 BS16 BS14 BS15
Gender
18
50
Female Male
16
St Pauls/St Werburgh Knowle Bedminster/Brislington Montpiler Horefield Clifton Westbury on trym Southmead Fishponds Hengrove Stapleton
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## _**Recommendations:**_ ## Workforce Pilot - - Ø Assessment process should start with the inclusion of the cared-for and all individuals involved in their support and care. - Ø Physical (structural and activities), emotional, financial, and environmental needs must be considered and discussed. - Ø Impact on all involved e.g., someone having to give up their job. - Ø A discharge form should be developed to ask the relevant questions about the care at home, the facilities present and the input from the carer about their role and responsibilities in the home. - Ø The timing of the support that must be put in place should be organised to coincide with discharge. - Ø Assumptions should not be made about the care at home and direct questions should be asked respectfully. ***************************** ## Ø **Organisation - Ujima Radio** **Duration –** 12 shows – March to August 2022 ## **Topic: “Control Your Health”** **Outline:** Programmes were aimed at highlighting peoples’ views – fears, belief and understanding around the COVID19 vaccination and a few health conditions. ## **Listen to the last three programmes on the links below:** Control Your Health 9th August 2022 - https://mega.nz/file/U7xBjbzC#TxdlewwasJ603vdML3wLX9Yfr3na zC8cnCXDQqQtAY Control Your Health 16th August 2022 - - https://mega.nz/file/cuQxBKBA#Ld7AG2CJVXs1 qbcAonx4lgVbd5oqSs IWa6rDNfMyE Control Your Health 23rd August 2022 https://mega.nz/file/NuZzCaRI#jqRhNDIXXriFguObkStfLlcKIPQJXfw-fO1MiU6chCs ****************************** Ø **Organisation :** Carers Support Centre – lead **Duration:** 2 hrs/session **Events:** Bowling, Crazy Golf, and meeting for them to discuss the celebration of Young Carers Awareness Day – 15/03/2023 **Outline:** For young carers to meet each other from different schools and areas. **Outcome:** They enjoyed the session *************************** 17 It had both positive and negative feedback which were discussed to help both the organisations and young carers to build better relationships. ## Ø **Organisation – Black South West Network (BSWN)** **Duration –** April 2022 – Mar 2023 **Programme** – Make It Work ## **Outcomes and impact –** - Attended the workshops presented by BSWN and Bristol City Council. - Met other organisations we would not of been in contact with. - Lead on developing a collaborative named Holistic Care United comprising of six organisations. - This has helped us to build a relationship with Bristol City Council and to have a voice for carers at the table. ## v _**Participation in Research**_ ## Ø **Organisation:** University of Bristol Dental School ## **Number of participants:** 7 **Topic:** The 'Oral Health for Brain Health' study **Outline:** They were recruiting people with a diagnosis of Early Alzheimer’s disease or Mild Cognitive Impairment for a feasibility study running in Bristol and the surrounding areas, in which we will aim to improve the health of participants’ gums. **Outcome:** Participants learnt of the possible connection between oral health and the brain. ## Ø **Organisation:** COUCH Research ## **Number of participants:** 3 **Topic:** Consultation on the leaflet produced for Asthma/Chronic Obstructive Pulmonary Disease (COPD) **Outline:** Individuals with asthma/COPD to share their views on different versions of the leaflet and to make suggestions of it can best share the information about these conditions. **Outcome:** Participants reviewed several versions of the leaflet, and we were pleased with the end product. 18 Ø **Organisation:** Race Equality Foundation & Welcome Trust **Duration:** 3 sessions x 2 hrs [ March & April 2022] ## **Number of participants:** 5 **Topic:** Help to improve the recording of ethnicity in health-related datasets **Outline:** The project aims were to explore how individuals are asked about their ethnicity and how this in turn was recorded, which may potentially affect the understanding of health experiences and outcomes of different ethnic groups. ## **Outcome:** The participants stated they enjoyed sharing their experiences and the healthy discussions. ## Ø **Organisation – KURE Water** ## **Duration –** one month **Trial** – Sickle Cell Patients to drink Kure Oxygenated Water and note any difference. ## **Outcome –** Possible improvement on energy level and further investigations to be planned. ## v _**Presentations**_ |v **_Presentations_**|| |---|---| |Organisation|Topic| |Bristol CityCouncil|Holistic Care United - development| |NHS|Hypertension| |International Women’s Day- Easton CommunityCentre|Human Library| |Montpelier GP Surgery|Cultural Etiquette| |Bristol CityCouncil - Independent livingteam|Bristol Black Carers| |All PartyParliamentaryGroup|Arts and Care| |Carers Support Centre|Bristol Black Carers| ||Collaborative working with the| |Bristol CityCouncil and Black South West Network|council| 19 ## v _**Organisational Meetings attended**_ |**Organisation**|**Topic**| |---|---| |NHS England|Dementia Diagnosis| |VCSE+Locality Leads|| |Bristol Inner City Primary Care Network Community|| |Black South West Network|Make It Work| ||South West Race Equality Forum| ||HCU| ||Community Researcher Project| |VCSE Partnership|Falls| |Stroke HIT Education & Training|Review & development of programme| |Inner City & East Locality Board|C19 Mental health services| ||IPCT prototype| ||Learning Collaborative| ||Workforce Steering Group/Peer support| ||Shared Caseload| ||Mental health event| ||Community Health Programme| ||Ageing Well Partnership| ||MHTG/locality Board| |CANN|relaunch| |Rosetta Life|Carers'Voice through the Arts| |Dementia|Working Group| ||CCSAA/Partnership| |Bristol City Council|Adult Social Care Equality Forum| ||Workforce Development| ||Bristol Race & Health Equity Group| ||Community Exchange| |NHS|Hypertension Working Group| |St Pauls Carnival|Reference Group| |South West Carers Collaborative|Personalised Care and Support Plan| |All Party Parliamentary Group Health Wellbeing/NCCH|Arts and health| |National Centre for Integrative Medicine|Eat Well Guide booklet| |The World Reimagined|Consultation| |Community Collective|Young People| |Ujima Radio|Control Your Health| |BSWN|Housing| |Carers Support Centre|Young Carers| |BNSSG|Carers Partnership| |Alive|Collaborative working| |Penny Braun|Talking Equity in Cancer Outcomes| |Support Hub|Information| 20 ## v _**Memory Lane**_ **Visited by The President of The Grateful Society—2022 Prof. Bhupinder Sandhu, OBE, DSc (hon) MBBS, MD, FRCP, FRCPCH** **Dinner and Cabaret at Ashton Gate Community Centre** **Lunch at the Greedy Goose** **Day at the Zoo** **Brims & Bows** 21 Risk Management Bristol Black Carers has identified areas of risk associated with a small publicly funded charity to ensure the achievement and maintenance of its.. Operational performance Aims and objectives Image The main areas of wSsIb￿ risk ￿nSidered.. Finances Petsonnel Property Service delivery It is acknowledged that the Trustees are fully ￿SPonSible for the instigation and Maintenan￿ of the Bristol Black Carers Risk Management. Procedures are in pla￿ to ensure Complian￿ with health and safety of staff, volunteers, carers and visitors. These procedures are periodically reV￿Wed to ensure that they continue to meet the needs of the charity. Financial Review The charity broke even on unrestricted tharitable activities during ihe year, bLrt reports a deficit of £11,343 on unrestricled fijnds (2022 surplus of £20.7821 due to the ne￿sSitY to provide for a wtential bad debt. Budgets are set according to the funds available, and no activity is undertaken without sufficient funding. Th8r8fore the trust8es are satisfied that the charity remains a going concem on an ongoing basis. Reserves Policy We have a Resetve Policy whereby the unrestricted funds not committed should be six months of resourtss expended on running costs. vthich is estimated as £105,891 {2022 £99.790). The reserves are needed to meet the h￿rkIng capital requirements of the charity and the Management Committee feel CAinfident that at this level they would be able to cr)ntinue the charity's current activities. The present general funds available to Ihe charity of £44.62312022 £55.967) is bebw target. It is prudenl to ensure there are sufficient free reserves to provide financial and operatKJnal flexibility. 22 Approved by trustees on 25[th] January 2024 and signed on their behalf by Elaine McCarthy Chair 23 **----- Start of picture text -----**
……………………………………………….. 29 [th] January 2024
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24 Bristol Black Carers Statement of Financial Activities (incorporating Income & Expenthture Account) Y•ar to 31 $t Mar¢h 2023 Unft5tricted funds 2023 ReslrKled funds 2023 Total funds 2023 Total funds 2022 Isoo ￿16 131 Notes Incomo th)nations Charitab￿ activitEs 121 131 9,763 42,502 9,763 221.971 1,799 219,916 179,469 Total Incom• 52,265 179.469 231.734 221,715 Expendlturè Fundraising costs Total charitabla a¢tivrt￿s Other expendilurB 141 151 161 180 51.946 11,482 180 211,601 11.482 96 197,691 159,655 Totsl Ex￿ndIt￿ra 63,608 159.655 223.263 197,787 Not Incom• I (Expgndlturnl Transfers between ftjnds 111,343) 19,814 ,471 23,929 Nat Mov•m•nt In Funds 111,343) 19.814 8.471 23,929 Total funds brought forwa 55.987 15,146 71,113 47.184 Total funds earrl•d forward 44.623 34.960 79.583 71,113 25 Approved by the Board of Trustees on 25[th] January 2024 and signed on its behalf by Elaine McCarthy Chair 26 Bristol Black Carers Notes to th• Accounts Y¢ar to 315¢ March 2023 111 Prlnelpal Accounllng Pdlcles The princ¥)al 8rthunting polK485 adopted in the preParat￿n of the rmanc￿l slaterrtsnis are Sel oul bebjw. The financKql statements have been prepared in acrordanrE with the A(Kounkng and Reporting by Chartrs." Stsletnent of RecorrYTEnded Placi￿ appl￿ble to charities preparng ther3(xx)unts in ac￿[dan￿ vmh the FinancKal Reporting stsndatd appItab￿ In the UK and Republic of IreL4nd IFRS 10212né eéitK)n and the Ch8rt*s Act 2011 and the CoMpan￿S Act 2006. Bn81018Lqck care￿ ￿￿et$ the definrt￿n 018 public b8n8frt entity under FRS 102. Ass8ts and labilit￿5 ar8 initkally r8cogni8ed Bt hi5torral cost or tranSact￿n v8hJ8 unk55 OtheTh4w stated in the re￿vant accounting polw notelsl. of the ccounts on The thatrtys general funds ierTBined in sutplus thrDughout the year. and there are adequate desunated funds to ttTrvÈran unexpected drop in funding. Budgeted expenditure i8 pL2nned each Year￿*hin aVaILab￿ funds. Therefore the tnJ8tees 8re satlsfièd that the thaffly B a going ujncem on an ongo￿9 tsa￿s- forfurther knf0ffn8￿Tr see the "Fnancial Re¥￿￿ on Page 24. Icl Income t5 rBcOgn￿d when the charity h85 entit￿￿nt to the funds. any perforrrAnc8 conditions aitached to the items of incottE have been met. it ￿ prUbab￿ that the ￿GottE wil be re￿Ne￿ and the a￿K>Unt Gan be rTE3SU￿d Iwbty. Income from grants is re(x)gnised the charity has entiUemÈnt to the thnds, any pÈrfoTrnan￿ eondit*)ns artaethed lo the grants have been mèt, il is probab￿ that the w*1 be receNed 8nd the amount C8n be asured reliably and 18 not defenBd. Inco￿￿ receNed in advance of actNit*s i5 defeffed until th8 Ulteri8 for r8cogThit￿n have been rrot.. IherB IYd5 no such incoff* during the year. ted seM￿S and cilit rknnated professional se￿￿eS and f3crfitEs a￿ re(X)gn￿ed as in(x>rrE the tharity ha5 Q)ntrDI overthe ite￿. any t*ndrttins assocoted wih the donated rtem have been rr*t. the rÈeeipt of e{X)nom￿ benefit from the USÈ by the ethanty s Probab￿ and that e￿n0m￿ benefit fAn be ft*asured relBbly. The￿ were no sueh donations dumg the year in questhjn. In accordance with the Chari1*8 SORP IFRS 1021. th8 98neral volunteer tim of Iruste8S 8nd volunteers is not reCogn￿ed *ith any rrDn8tsry v8hJ8. Inte￿st on funds he￿ on deposit ￿ induded when rE￿n{able ané the arr￿Unt can be trEasured rplpbly by the charity." this ￿ norrnalty upon notiticatK)n ol the ￿terest paKI or Payats￿ by the Bank. If) Fund Ac£ounbn Ill Unresincted lund8 8re avalab￿ for use at the dw*etK)n of the Injstees in fiJrtheraTrce of the general object￿8 of the chanty. lil D8spJn8ted funds are unles1￿18d hjnds set aside by the Management Committee for particular PU￿058S. l1il Re5trKted funds arp 5ubFcted to TrslrrtDns on therexperiditure i￿Osed by the donor orthK)ugh the terr of an appeal enditure Expendrture Is rewgntsed oncÉ there s a ￿g￿l or fA)nstructwÈ oblvJation to a paymÈnt lo a thi￿ party. it. pmbable that sett￿￿nt wlll be requlred and the anKiunt of the obloatxjn be n*asured rehabty. The th8rlty Is not regtstered for Value Added Tax. therefore 811 expendrture i8 expressed of VAT. Expenditure is da55ifBd under the follo￿ng activty headings.. Ill Costs of rdiwg fund5 compw the costs as5o￿ated attracting voluntary and the cost5 of tsading forfundraising purposes. Ill charitab￿ expenditurp corTPriSe5 those msts In￿rred by the tharity ￿ the de￿ery of its actniitEs and sÈrvN*S for ts bÈnefioar*s. It ￿tl￿deS btsth costs that rAn be alk)t2ted d¥Ècty to SAJth actNitÈS, and those costs of an indyeth nature nec*ssary to support Ihem. lill Other expendrture r8pr88ents Ih08e items not f811ing into any other heading. Thera **re no such costs during the year in question. Support costs are those fundion5 that assEt the ￿)rk of the charity but do not directly undertake tharitab activitEs. These include offi(E (x)sts. finance. personnel, payrDII and go¥em3n￿ costs whth support the charity's Charitsb￿ activitiÈs. OI FiKed Assets Tangible fyxed a88ets are witten off over the exp8Cted useful lrfe of the 888et, 8t 33% per annum on the reducng balanc? method. IndNhYual tsm5 OJ5tng ￿$5 than £500 are not treated as fLxed 8SSat5. The charity ￿ exetrpt frotn tax on ￿GorTE and gains falling Vrithin Seth￿n 505 of the Taxes AGt 1988 or sectK)n 252 of the Taxathn of cha￿eab￿ Gains Act 1992 to the exienl that these arE applEd to its charitable objects. (kl Debtors Trade and olher debtOlS 8re recogn￿8￿ at the sett￿￿nI 8rrnunt due after any trade discount offered. 27 Bristol Black Carers Notes to the Ac¢ounts l¢onLI Year to 31st March 2023 nk Cash at bank and cash in hand inthdes Ixsh and short term hvJhly liqu￿ nve51rr*nts ￿￿th a short walurity of th￿e rTK>nths or ￿s5 frDm the date of a(4uisition or openwig of the deposit 0[s￿lIar acu>unt. Iml Credrtor5 are recogni5ed where the charrty h35 3 present Obl￿2￿￿n reSu￿ng from a pgsl event that wll probabty resu￿ In the transfer of funds to a thi￿1 paty and the amount due to 5etUe the Obl￿atIon G4n be mpasurEd or estittHled liabty. C￿ditorS are norrnally ￿(X)gniSed al their setllettEnl attx>unt after allowng for any trade dis(x)unts due. The charity onty has financK41 as5et5 and financial IMblitie5 of a ￿nd that qualify as basic financK41 instru￿EntS. Bas financial inslrurrEnls In￿allY ￿￿gnISed al transactK>n value and subsequenty rneasurpd at Iheirsettlernent value. Pl Ineorr£ from donotions 2023 2023 2023 Total 2022 2022 2022 Total UntÈ5titt PÈstritted PÈ¥t[￿ted IndfvkYu81 don81knns Tnjsts and foundatK)ns 2.263 7.500 2,263 7.500 1.799 1.799 9.763 9.783 1,799 1.799 [31 InrA>ttE from Charitab￿ activitie5 2023 2023 2023 Total 2022 2022 2022 Total PÈstricted ihe$trieied Resiiti Go¥Ernment grants Olhergranls fees 179,469 179.469 110,796 15,954 20,581 72.585 183.381 15.954 20.581 42.502 42,502 42.502 179,469 221.971 147,331 72.585 219.916 The ¢hadly rec8wd 90¥6mm8ni gr8ni$ dur•ig the year from Br*iol City Councll and th8 NHS ioialling £179.469 12022 £183.3811. TherE are no unfulfilled ¢x>ndition5 or ContingenC￿S attaching to these grdnls in 2022-23. 2023 180 2022 Fees to payttEnt platFonns 180 ISI Ana isofe enditU￿ on Charitab￿ actDritEs Totsl 2023 Total 2022 D1￿ct Costs.. Saiqt*¥ (see M)18 121 Trdvel expenses Propct direct ￿St5 Vobnteerexpenses AdwrtLsing and publicrty 138.369 2.420 7.585 80 9.234 12e.508 695 10,280 9.970 605 Total D￿cl Costs 157.688 150,058 28 Bristol Black Carers Notès to t￿ Accounts l¢onL) Year to 31st March 2023 ofex endit onch C1￿111eS (x)ntin Totsi 2023 Total 2022 Sa*￿s Isee Note 121 Pretrws cost5 IT o)stS Post. prnting and stats)nÈry Te￿phOne Insurance Accoun18ncy Fee for Indep8ndent EX8rrin8t￿n Snwl equiprrEnt and repai Legal and prDfessK>nal fee5 Bank charges K￿MbershIp Sundry expenses 5.500 24.444 8.589 2,595 631 1,071 2,831 392 908 5.784 128 717 324 4.750 19.015 10.201 2.248 998 1,766 336 7.459 348 378 Totsl Support Costs 53.913 47.633 Totsl charitsb￿ Expenditu 211.601 197.691 As the thar*y only undertook one area ol actNty, support ttjsts have not b8en apportloned. 2023 2022 Bad debl prDvi5•? 11.482 11,482 EqupThnt Openmg ba￿n Addit*)ns 12,808 12,808 Opening Charge forthe year 12.808 12,808 Net Book Value a131103123.. Net 8ook Value 8t 31/03ri2.. 2023 2022 PrepaY￿nts Olheréeblo 766 17,431 701 22,000 18.197 22.701 2023 2022 Armunts éue %11th￿ 12 trK)nths.' A(xruals Trade credrtors PAYE & N8t*)n81 Insurar Pens￿n5 PrBpa¥J Mcon Bad debt prDv￿￿J 1,500 1,067 16,795 1.012 8.225 11.482 500 36,186 810 29 40,081 37.498 Bristol Black Carers Notès to the Accounts IconL} Y*ar to 31st Its￿h 2023 1101 Kknvetnpnts in funds Ba￿n￿ at 3110312022 Transfe betwpen funds Ba￿n￿ at 3110312023 Incorr Expenditu ReStr￿ted Funds.. Brisiol City Counc NHS BAME detnenio $UPPOrt 1S,146 60.585 118.884 (60.5851 199,0701 1S,146 19,814 Total ReslKtsd Funds.. 15,146 179.469 1159,6551 34,960 55.967 52.265 (63.6081 44,623 Totsl Un￿StrICted Funds.. 55.967 52.265 163.6081 44,623 Total Funds". 71,113 231,734 1223.2631 79,583 red lund The Btistol City Council fundng ￿ to provKle advKe and infottnatDn lo BAME carErs and support theIrv￿1be1ng. The NHS funding lo reduc8 the health inequ8ht*s gap 4b)thin den*ntw s8NKes through supporting eaty diagnos and inC￿a$￿9 a¢x*ss lo seMr* prowsK)n for those I￿1Th9 with deft*ntia and IhertArets Trom BAME rxJNrnnd*s. BaL8nce at 3110312021 Transfara bet￿Pen fund5 BaLqnce at 3110312022 Inu)rne Expenditu Restitted Fund Br￿t01 Cty Councl 12.000 72.585 169.4391 15,146 Totsi RÈsb%*Èd Funds.. 12,000 72,S85 169,4391 1S,146 35,184 149.130 1128,3481 SS,967 Total Unrestrict8¢J Fund5.' 35,184 149.130 1128.3481 55,967 Total Funds.. 47.184 221.715 1197.7871 71,113 nts to tFustees and ￿￿ted art trdnsaciK>ns The Iruslee5 re￿Wed no remuneralK>n orexpenses paynynts dumg the year12022 nll There ￿re no other re￿ted party transact￿n8 dumg the >*ar. 2023 2022 Wages and sab￿S Effybyefs National InsuTrnce Erry)k>yer pension ￿￿tributK)ns 132.505 7,399 3,964 122.641 6.8e8 3.531 143,869 133.059 The average nuffberof stsff 8rrpbyed dumg the year 512022.. 41 and th8 a¥8￿08 lull tiTh equivaknnl nuwkner of posts %Ya$ 412022". 31. No Qrnpk)￿È eamed over£60.000 perannum during thÈ year. The key rrHnagetr*nt personnel of the charity a￿ the trustees and the ChEf Executive OffKer_ The totsl enpkjyee benefll8 patyj to the key rnan8g8mnl peTronnel dudng the year wa8 £41.200 (2022 £41.1961. 30 Bristol Black Carers Notes to the Accounts (conL) Y•ar to 31$t March 2023 1131 Slaten*nt of Financial Activrties 2021-22 Unrestr￿ed funds 2022 Restiicted funds 2022 Totsl funds 2022 Income Donat#)ns Chaiiiable actwil*s 1.799 147.331 1.799 219.916 72,585 Totsl Income 149.130 72,58S 221.71 S Expandi￿re Fundraising Charrt8ble athilE5 96 128.252 96 197,691 69,439 T*i¢al Ex￿nth￿r• 128.348 69,439 197,787 Net Income I IExpenditurel Transfe￿ between funds 20.782 3,146 23,929 N•t PAov•m•Tht in Funds 20.782 3.146 23,929 Totsl funds bft)ught for*BnJ 35.184 12,000 47,184 T*ital fund5 carried fonvard 55.966 15,146 71,113 31 # Thank You to Staff, Trustees, Funders & Partners and our Service Users, whom we are here to serve. 32 Some of Funders & Partners NHS Bristol, North Somerset and South Gloucestershire LOcal8ivin8.com mth a difference ￿ wUr(c￿m￿n1ty cou Clinical Commissioning Group &AVO (5ratEful Socictu ALD Automotive noy . COMMUNITY FUND (PHOENIX s(xial enterprise Black South West Network N ILAARI AWARDS JBSRC UWE Bristol Llniverwry oftho Wesiof England CRYSTALL¢WEAAOIO WELLSPRIbJG CARE Care an(f SNpport in your Home 33