southwark CARERS ANANaALSTATEMENTS FOR THE YEAR ENDED COMPANY NUMBER.. 04146495 CHARITY NUMBÉR: 10853(KI IIINiilliii AD2RSJ54 09105r2024 COMPANIES HOUSE A16
SOUTHWARK CARERS DIREcfoRS REPORT FOR THE YEAR ENDED 3tst MARCH 2023 The Directors are pleased to present their report tO8ether with the financial statements for the charity for the year ended 31st March 2023. The financial statements comply with current statutory requirements, the memorandum and articles of association and the Statementof Recommended Practrce applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland IFRS1021 leffective l January 20151. REFERENCE AND ADMINISTRATION DETAILS OFTHE CHARrrY ITS DIRECTORS AND ADVISERS Dlrertors Iwho are also the Charitrfs Trustees) who served during the period to the date of approval of the financial statements were- Wondwossen Befikadu Kebede Maryjacob Dorah Naisubi Gwendoline Rebecca Yvonne Najair Bellinfante Fiona Thompson Chair Chief Officer & Company Secretsry Verinder Mafyyef Registered Address: Southwark Carers 3" Floor, Walworth Methodist Church 54 Camberwell Road Camberwell London SE50EN Tel: 020 7708 4497 Bankers: Independent examlnets: The Co-operative 8ank Olympic House, 6 Olympic Court Montford stet Salford M5 2QP The Financial Warehouse Company Itd The 8usiness Terrace Maidstone House King street Maidstone ME15 6AW
SOUTHWARK CARERS DIRECTORS REPORT FOR THE YEAR ENDED 3tst WRCH 202a CHAIR'S REPORT 2023 The last year was an incredibty tough year for Southwark Carers. all our ser4ice users and their families from a financial and health perspective. Covid restrictions were lifted but the impact of Covid continued. Given the changing economic, cost of living crisis and health clirnate, the changes in benefst payments and the pre55ure5 on local authorities and the NHS. has seen the staff 'and volunteers at Southwark Carers under enormous pressure. Throughout this period the staff and volunteers have worked C105e together to maintain stability and to ensure that there was a smooth service operating. Whilst e¥plaining to clients that services they had previousty received by local government. NHS and our5efves were not available due funding shortages, COVID-19 and redefinin8 priorities. The team have strived to athieve targets set and with dedication and fortitude they have managed to be suctessful in their endeavours, and during this extraordinarily difficult time far exceeded expertations. This has been done against reduced resources to provide serViS for carers. The burden of caring does not st with just one member of a family or friendship network, it extends to all members of the family and friendship groups. We have spread the work throLFghout the team. We have opened up all our events to all unpaid carers and their cared for. This has enabled us extend our reach into the community and Spread our key messa8e that Carers have a right to a life of their own. On a p05itbve note we continued to womote our relationship with Carefree 8reaks and were able to offer carers opportunities to sign up for breaks, in under utilised hotel accomrnodation. These have proved very popular and have allowed carers to look forward to respite. and'society was able to operate fvlly again after Covid-19 restrictions were lifted. We further developed our working relationship with Fare5hare a food redistribution charity. this was developed further into a weekly food distribution. This alleviated the pressures of the cost of living cri515. This allowed us to create food packages for carers in need, those having to shield with their cared for, those who had to isolate and where tY could not ac(e55 food deliveries. or did not have the financial resources to do so. We were also provided with Covid safety kits for tarers to use when looking after loved ones. On behalf of the Board I would like to thank all ourstsff. volunteers and membersfor theiron-going support. especialty through this most challenging of years. The Board and I will strbve to improve servicesfof carers and our reach into the community so that we identify and 5UPPQrt all carers.
SOUTHWARKCARERS DIRECTORS REPORT FOR THE YEAR ENDED 31st MARCH 2023 STRucfuRE. GOVERNANCE AND MANAGEMEflT Southwark Carers IS a company limited by guarantee leach member having a liability of £1) and a registered charity. The policies of the charity are detemiined bythe board. whose membership is listed on page l. Appointmentto Boa The charity is governed by a board of director5 (the management committeel which meets quarterly. During this period all our Board meetings were moved onto Zoom. Directors are appointed by the board and seThe for one year after which period they may put thernselve5 up for re-election at the Annual General Meeting as prescribed in the Articles of Association. Officers are nominated by members and eCted annually. The board has the power to Co-opt up to five non-voting members. At its quarterly meetings, the board agrees the overarching strategies and artivtties of the charity, including information, communications, fundraising activities. reserves policies and risk mana8ement. Directors are elected to the board annually from members WI have registered with the charity and been nominated by two other members. The induction process for any new d1CtorS comprises initial meetings with the chair. existin8 directors and the chief executNe. New directors are provided with an induction pack, which comprises a range of background information on the charitls history ènd recent activities and include5 copy of the Memorandum and Articles of Association, minutes of recent board meetings. recent accounts and a copy of the Charities Commission guidance documents for difectors. On-golng training to directors is provided as required thro rneetin. awaydays and cour5e5. Directors are invited to attend all events that Southwark Carers hosts. Throughout the year, the board continued to work to review and develop Southwark Carers and its seThices. The majority of the board. who gNe their time voluntarify, are carers. or former carers. Both the board and the st3ff work together to deliver support servi$ for carers and to consult with them about their needs. when developin8 and planning future services and events. Statementol Dlrertors Responsibilities The directors are reswnsible for preparing the financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generalty Accepted Accounting Prarticel. Company law and the law applicable to charities in England and Wales requires the directors to prepare financial statements for each financial year which give a true and fair view of the state of affairs of the charitable company and of its incoming SOUrceS and application of SOUrCes, including its income and expenditure, for that period. In preparing ihese financial statements the directors are required to: selert suitable accounting policiesand con5iStently apply them: observe the methods and principles of the Charities SORP: makejud8ements and estimates that are reasonable and prudent- state whether applicable accounting standards. have been followed subject to any material departures disclosed and explained in the financial statements,. and prepare the financial statementson thegoing concem basis unless it is inappropriate to assumethat the charity will continue to operate
DIREcfoRS REPORT FOR THE YEAR ENDED Jlst MARCX 2023 The directors are responsible for keeping properaccounting records. whTrch disclose with 8$onable accuracv at any time the financial position of the charity and enable them to ensure that the financial statements comply with the Companies Act 2LM)6 and the Charity (Accounts and Reports) Re8ulations 2¢X18 and the provisions of the trust deed. They are also responsible for Safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities. The dirertors confirm that, in the case of each of the persons who are directors at the date of this POrt, the following applies.. so far as each 1ctOr is aware there is no relevant audit information linfomiation needed by the ChariV5 auditor5 in connection with preparing their report} of whith the Charit$ auditors are unaware- and each director has taken all the stepsthat he or she ought to have tèken as a direttor in order to make herselflhimself aware of any relevant audit information and to establish that the Charitvs auditors re aware of that infomiation. Remuneration Poliey Southwark Carers has a renumeration policy which sets out how all staff renumeration is set.'The Directors review the policy and agree all increases in salary, including any cost of living increases, and approve any benefits for the staff team. Salary levels are set after an assessment of job descriptions and persoft specifications followed by a bench marking exercise that a55esses pay rates and benefits associated with that type of role in the voluntary sector. As a minimum standard all staff are paid the London Living Wage and we are accredited members of the Living Wage Foundation. Rlsk Management The d1CtorS have a duty to identify and review the risks to which the charity is exposed and to ensure appropriate controls are in place to provide reasonable assuran against fraud and error. The charity is subject to review and audit by many bodies in respect of its company ststus. Fts charitable status and by its funding bodies. The board considers periodically the major risks to which the charity is exposed and has developed documented controls to mrtigate those risks. Significant external risks to funding face all charities and Southwark Carers maintains a detailed busine plan with regard to funding and its activities. Internal risks are minimised by intemal control prOdreS covering all transactions. These procedures are reviewed to ensure they meet the growing needs of the charity. During 2022123 the charity continued to review and audit its prartiees to ensure the highest standards are maintained. 08JECFIVES ANDAcnvmES FOR THE PUBUC BENEHT The Director5 have comled with the duty in section 17151 of the Charitie5 Act 2011 and referred to the Buidance on public benefit published by the Charity Commission when reviewing the charitvs aims and objectives and in planning its future activitie The maSn object of the charity as defined in the memorandum and articles of association is: o alleviate the conditions of life of carers in neces5itOUS Cifcumstances. who care for the elderly. sick. disabled, mentally ill or otherwise infirm, by any means that is charitable". Our V15ion- all carers in Southwark will have acce5S to the practrcal and emotional supwrt they need and the reco8nition and influence they deserve.
SOUTHWARK CAIIERS DIREcfoRS REPORT FOR THE YEAR ENDED 3tst MARCH 2021 Our Mission- to be an organisation run by and f(>r carers. which provides practical and emotional 5UPPOrt to increasing numbers of carers from the dNerse communities of Southwark. and to obtain recognition of their invaluable contribution and influence polKy in their interests. OurAimsaretoturn thisvlslon and mlsslon Intoa PtICal realityfororersacrossSouthwarL We desvibe our aims under nine headings: l. Services- to have a raroe of seThices attessible to carers acr055 Southwark so thatthey are supported in all areas of need- 2. Communication to communicate clearty with a range of people so that they are aware of our organisation and the needs of carers: 3. Representation- to be a voice forcarersand to speak up forthem at the place5 where decisionsare made about them; 4. Campaigning- to put forward publicly the needs that tarers have and to encourage and empower carer5 to speak up for themselves: 5. Partnerships- to connect with and sUPPgrt otherorganisations that can help us deliver our work. orwho work with carers- 6. Governance- to be a well governed and managed organisation, SQ that everyone can have confidence in the things we do- 7. Quality- to deliver all of our services and actwities within agreed standards, to make SU that they are the best they can be: 8. flesources- to have the appropriate level of resources available. so that we have what we need in order to deliver to carers; and 9. Development- to research newand betterwaysofworkingto make surewe tontinueto developto meet the needs of carers. OurArti¥llles are oreanised under thefoll¢)wlnz headlws: Reducing Social Isolation Advice Information and Support Advocacy Outreach Emotional Welfare Health and Well Being Identfyin8 Hidden Carers Financial Support Food Parcels ACHIEVEMENTS AND PERFORMANCE REDUCINGSOCIAL 1501ATION We run a number of actNlties. These provide a lrfe line for some carers, "the group is so valuable because it allows carers to connecf, in a friendly safe non- judgmental environment, where their peers can empathise, and understand their issues and contems, as well as provide them with emotional and practical peer support from their own personal experiences. Carers found once they had got to grips with the technology, that they would pop in and out of Carers Café as it allowed them to access support from home. Therefore, they had no anxieties about leaving their cared for. These groups provide carers with a rnuch needed respite break from their caring role ft)r a short time. The groups also allow carers to form new friendships and socral networks. This social interaction amongst carers isvital aswe knowthat addre55ing social isolation 15 a keyconcem for carers. whose friendshipsand networks
DIREcfoRS REPORT of support a worn away by their caring role. Research by Newcastle University published on 15th August 2017 showed 8 out of 10 carers have felt lonety or socially isolated as a result of their caring role. Although, not all our carers can access our WOW. social events. parties. information days and other activitbes, they are all informed via email. texl website. and taryeted pmjne calls. This information on our activities and support available is shared with 4LKXJ carer& Monthly Groups Our groups provide an opwrtunity for carers to drop in and learn a new skill, whilst relaxing and to rebuild social networks. Film aub Film Club this runs twice a month and is followed by a peer support session Whe CarS tan reflect on their experiences and share ideas. There were 17 Sessr and 58 attendees. This was moved to Zoom and was a lifeline for a numberof carers. The moveto Zoom was vital during the Covid-19 pandemic. This has proved so popular that we continued with the zoom 5e55ions as attendance was greater than in person sessions. Book club We held regular sessions of our book club. the book club met on 6 occasions and had 21 attendees. The book club varied its discussions around cultural issue5 by looking at recipe books. Online groups Mindfulness Group moved online. The following groups Healthy Eatin& KnittirE and natterin& Sa15a. Sewin& Painting and Jewellery making group5, now form partofthe Carers café. Healthy Eating group We received funding to create a roof garden and to hold healthy eating work Shops. We held S workshops and has 42 attendees. The ottendees were also 5UPPOrted with one on one 5UPPOrt to identify products that might ease their health tonditions. ITGroup As a result of specific requests from Carers we have a created a one to one Carers rr support sessions. It was found that with group sessions there was a mismatch in skills and knowledge. The one-to-one sessions work more effectively in developin8 IT ski115 and improving carers krWdge base. We have worked with 11 carers. This work was carried out over the phone. Zoom. and in face to sessions. Carer5 Cafe Carers Café we held 2 online and 5 {total) in person, the attendance was 68 Itotall at the In the person event. We have framed our monthly Carers Cafes around different key issues. For example, we have had di5CUs5ions on vaccination. the impatt of social isolation on ¢arers and the need for shielding and its impact
SOUTHWARK CARERS DIRECTORS REPORT FOR THE YEAR ENDED 315t MARCH 2023 on carers. We have also looked at the over prescribing of medicines. We held culturally dNerse cafes, Black History Café and various sÈng-a-longs. This allows a cultural exchange and ensures that the diversity of Southwark is celebrated. An additional Carers Café was held in Carer5 Week and on Carers Rights Day. At the Christmas Party, which is also had a Carers Caféevent. there were over 42 attendees on Zoom, this year to ensure fairness and equality of opportunity every carer registered with the service wa5 entered in the Christmas raffle requests for raffle tickets. We had a number of singers attend the Zoom session, a Christmas Carol sing-a - long. jokes being told by Young Carers. and a dance along. The entertainment provided a great opportunity for cat$ to unwind and relax. There was a raffle with over I prizes. We received funding to create a warm hub during the winter. Thi5 allowed us to provide u5 a warm spate for carers to come, stay and be refreshed. This was an extension of our Car5 café and met on 19 occastons and had 291 attendees.
SOUTHWARK CARERS DIRECTORS REPORT FOR THE YEAR ENDED 31st MARCH 2023 INFORMA TIONandSUPPORT Advlce Service The service provides information on welfare rights matters. and benefit issues. It helps with accessing other services in Southwark and helps in finding seNices to promote well-being. This service was moved to a telephone service, drop off and zoom service. Post Covid we were able to resume working as we had previously with face to face and telephone and home visits. However, the creatNe ways of working with Covid continued we used zoom. Microsoft meetings to complete fomis and support carers. In this yearthe Advtce and information Service pmwded 18379 se55ion& We record the details ofevery carer that we speak to. The typesof support we provided were.. Health and social care services including referrals to social services. complaints against social seThices and liaising with the carer and social services by attending joint meetings- Health and wellbeing, including advisin8 about emotional support seNices, posf¢Ne thinking service5. or referral to these services; Housing and Adaptations including helping carers to negotiate with Southwark Council to move house more quickly or completing medical report lonns. We also try to Sort out disputes between the tarer and landlords, by writing letters on their behalf. Breaks from caring and finding other ways of providing the carers Wtth holidays/respite. Ad¥ocaryServke The Advocary seice provides support in dealing with social. health or housing service5 and problems that carers mightface, in accessin8 services for themselves orthe person they care for. Tr Advocacy Servi aims to promote carers views and protect carers rights by letting their voice be heard. The Advocacy Service saw 50 carers. Included within the provision of a00caCy s: Health and social care, includinggoing with Ca(5 to Microsoft teams meetingswith Social 5ervices.This 15 mostly with carers, who do not understand the meeting5 or what the implications or outcomes a- Money and benefrts advice and 5UPPOrt: and Housing and adaptations, including going to meetings with the carer, writing letters to the council on their behalf and appealing housing decisions. Infomiatlon SeNices Southwark Carers provides an integrated set of information services. which aims to provide usefLsI and acce55ible information direct to carers, stsff and professionals, to enèble them to support and value carers. An Inforniatn pack is online for èll earers to access. It contsins a range of advice and contact details for further assistsnce. All Carers have been given a plethora of information about the medical conditions of their cared for. Where the diagnosis is recent we will highlight where information can be sought about the condition and also help the carer to understand the condition. In providing information on specific conditions we are very careful not to stigmatise any one condition or increase fears of carers. However, usualty, most carers are'expert5' on the medical conditions of their cared for, they are experts by experiente as they advocate on their cared forfs behalf, attend Ooclors appointments. administer medication. Often, the cared forfs condition is only likely to deteriorate and therefore support can sometimes seem fvtile, a5 the carin8 burden will only increase with time.
SOLITHWARK CARER5 DIRECTORS REPORT FOR THEYEAR ENDED 3tst MARCH 2023 The Website include5 the latest news for carers. ènd details of upcoming events. There is also an area for profe55ionals. to provide them with more information on supporting the carers. In the last yearwe had 30006 unlque vlsitor5 to our website. They accessed the site on 48,326 occasions. We have 2229 foltowers on Twitter. We use social media tools including Facebook¥dW10ts¥WVOL4Sto share information. As part of Southwark carers information and advice service we offer home vi5itS to the most vulnerable clients who are unable to access our seThices in the cornmuntty and in our office. Home visits are vital forthe particularly vulnerable and for those caring for someone with multiple needs where the carer is not accessing any respite or support. Case study A8 AB was referred to Us by their G.P. prattl through a social prestriber. A is 75 years of age and is the primary carer for their partner who is also in their seventies and was recently diagnosed with dernentia. AB was working until covid hit. the couple lived of their private pensions which was topped up by the state pension. After the initial telephone call by Southwark carers, priorities were financial, a home visit WO5 in the best interest of A, especially as they were unable to leave their home and loved one. AB felt daunted and embarra55ed as they had never claimed benefits before. They had spent all their savings and were receivin8 no benefits. They lived in a council property and were paying full nt and council tsy which was partty paid from their credit card. On the home visit we took an Attendance Allowance form to apply for this benefit. In the benefit check A would be entitled to a reduction in nt and council tax as well as Attendance Allowance. A was surprised as they did use an online benefit calculator and it stated they were not entitled to benefit5 a5 they were over the threshold. Another home visit appointment was made to put in a dalm for rent and council tax vthich was made online. Further investigation we provided support with contacting their energy suppliers for ad¥e and help with grant and reduced rates with a payment aft. A Southwark Car5 emergency plan was Put in pla for them that LwTne the first point of call for all information when needed. Including, a message in the bottle that is part of the emergency plan which is kept in the fridge for emergency services to find. Information was Eiven on activities and support for the cared for in Southwark a5 well a5 the c05t-of-living crises booklet by Southwark Council. Outcomes financially: £l,CK)O repayment of rent and is betterof £80.LKI a week. Their credit card has been cleared and there is no debt outstanding. Without home visits this carer woukl not have received the support and benefrts they We entitled to. Our information and advi 5ervite also supports carers throu8h end of life care an(1 after a bereavement. Case Study X and Y Southwark Carers have been 5UPPOrtive of X with many underlying health issues and her adult child Y. X was born in the 19Ws and Suffers from a range of seritius health coThJitions which include heart problems, kidney failure. arthritis and walking difficulties io
SOUTHWARK CARERS DIREcfoRS REPORT FOR THE YEAR ENDED 31st RCH 2023 Y was bom in the 1981Ys and is 1nd. has learning disabilit$ and Asthma There have been issues with her Housing Association regarding her housing disrepair mainly leakage from the kitchen ceilin& mice infestation and being chronically overcrowded living in a one bed flat. Due to extreme poverty both X and Y have been suryiving without a working fridge and cooker that barelv works. Food item5 were kept in boxes which had water leakage from the ceiling that had seeped through damaging the contents. At one point X had suffered from food p)isoning resulting in admission to hospitsl. On being contacted Southwark carer5 recognised the distress and anguish of the carer and set about finding practical solutions to help. As part of our services, Southwark orers have been providing X with emotional support, Southwark Carers runs an essential emergency food parcel seThi which X as a vulnerable older. carer dips into from time-to- time. on many occasions thÉs seThice ensured both X and her adult child Y ate healthy and balanced food. Southwark carers also provided X and Y a winter bag containing a wam blanket. scarf. socks and inforniative detsils on how to keep warm and energy efficiency advise. The tarer was supported to complete a change of tircumstsnces form. Southwark carers completed a housing application forni for a two-bed property from The Metropolitèn Thames Valley Housing AssoCiatn. Still awaiting housing decision. Completed two PIP application foms for X and her adult child Y. Y received enhanced rate mobility and daity living. Requested a Carers Assessment las a result only given one day respite). Filled out an application forni from ConnectforHelpfora fridge-freezerand elertric cooker. Thiswas successfvl and fridge freezer and electric cooker installed. Completed London Fire Brigadè application form for home assessment and received a home vislt from the London Fire Brigade to have fire alamis fitted. Case study C C is in her forties and has been registered with Southwark carer5 since 2015, as the primary carer to her husband, of 84 years of age. C visited the office to update us on the recent bereavement of her husband. She has no family and has her own physical and mentsl health needs that have been ignored, due to her caring role. C wa5 riot Computer literate and had a basic understanding of the WOf*ings of her mobile phone. There are no savings and no funeral plan. She spoke of having to bury her husband with a pauperfs funeral. She did not know the process and procedures of how to arrange his funeral. The onty income She had was her carers allowance, which wa5 to be stopped. She had no other means of income or savings. Southwark carers intervention was to look at her finances, practical and emotional needs. We drew up a plan together of the prioritr.es for her picking up husband death certificate. Registering his death to different organisations. We wenl throu8h her financial plan and issue5. She was given infomation on other organisation and support agencies in Southwark if she needed them. We started her claim online for Universal cdit and an appointment was made for an interview. Over the phone we put in a claim for the Bereavement Support Allowance. We accompanied her to the li
SOUTHWARK CAR DIREcfoRS REPORT FOR THE YEAR ENDED 31st MARCH 2023 chosen funeral parlour and a social fund bereavement application was filled out and posted with the bill of the cost for the funeral. We accompanied her on her second visit to the Job cent where her UC claim was processed. Emotional support was given by Southwark carer5. to manage her grief. With time C was able to move forward with her life as she wanted to prepare for work, we supported her into voluntary work locally. Southwark carers arranged mock interviews to help the carer gain confidence. She signed up to a beginners IT course. We helped put her CV together and referred her to Smart Works they provided C with a complete outfit and workshops to support her getting back into work. Information on l¢xal OanIsatIOnS was also given. Outcomes, she received her Bereavement Support AlOWan and UnNersal Credit. All the funeral cost were paid by the social fund bereavement payment. She started to attend her health appointments to look after herself. We supported her to plan her finances to pay off outStandin8 debts and bills. C found a job that gave her focus and a purpose. She became enthusiastic with life and started to l¢)ok towards a future. OUTREACHAcnvmES We used Zoom and MicrosoftTearns to cafry Outreach activitie& The purpose of thi5 new way of working was to hold regular infomiation. advice and 511PPQrt 5es5ion5. To market the innovative ways that we were workin8 during Covid-19. EMOTIONALSUPPORT Our emottonal support sessions, we provided 1196 se55ions (with 373 carersl. We provide carers with a listening ear and coping strategies. so that they can cope with the hurdles that they face in day-to-day life. Sessions a provided on a weekly basi5 as carers needs require. COUI¥SE£UNG We received funding from St George The Martyr to provide counselling to carer5. this service was designed to deal with the pandemic and its impact on carers. Whilst we had anticipated a high level of need we didn't envisage the numbers that would be accessing our services. This reflective of the impart of the pandemic and an inability to access services, especially mentsl health, tounselling and coping strategies. The number of people accessing the service highlights the need for this valuable inteThentn. 410 Carers were supported through this service. The over wbscription of this service allowed us to access additional funds from the Surrey Dispensary Grant. l. RJ Case Stu(ty RJ works full time and was the primary Carfor his wrfe until the loss of his wife. due to a terminal illness. He thinks he hasn't had time to grieve as after his wife died, he tried to carry on as normal and then found he was isolating himself. He is feelin8 low and sad as he spoke about bottling up all his feelings. Explored his feelings of grief and explained the process to help normalise those feelirÉs. Discussed different strategies to help with his grief and mindfulness. 12
SOUTHWARKCARERS DIREcfoRS REPORT FOR THE YEAR ENDED 31st MARCH 2023 He is not feeli so low as he felt that talking therapies have helped him. He spoke about how he felt when his wife died. He is now able to communicate his feelings to his family which is something he has never done before and now has their support. He spoke about feeling sad and how he shut himself away for a long time from other people. Helped to nomialise some of his feelings of grief and spoke about getting a life balance and putting strategies in place and feel good practices, including looking into some hobbies. RJ Is feeling better and is feeling more hopeful as he can see a massN*e improvement to how he was feeling. He is reflectin8 more and not trying to do everything himself. He spoke about his wife as it's her birthday soon and how he will be putting strategies in place for it to be a sad but more positNe experience. He spoke aljout his personal issues and fears and the feeling that his head was being crushed. but now his head 15 much clearer. He is now acknowledging his feelings and looking after himself and is getting more of a life balance of doing one thing at a time. I made some interpretations. I listened. I reflected back the difficult place that he had come from to seeing the light at the end of the tunnel instead of his feeling5 of desperation. 2. SS Case Study SS is in her forties and is the primary carer for her mother who is bedridden and cares for her father too. She hè5 5yffered mental health due to the death of family member5, friends: and the stress of working full time, and the pressure of her caring responsibilities. She feels consumed by her emotions of grief by the loss of her brother and sister. Work issues also played a dominant role due to a death of a close friend at work whom She had known for many yearsand who was a confidant. Di5CUssed the grief process writing down her feelings walking and being o¥Jt and breathing exercises. Spoke about writing a letter lo her brother as she did not get a chance to say goodbye as she wa5 told over the phone that he had passed away. Di5CLbssed difficult feelings and planting a tree in her brotherfs memory. She spoke about her1055,1 listened. SS has many days where she is feeling stressed. angry. and overwhelmed wtth sadness and loss. Work was also becoming stressful, and causing anxiety. This was manifesting in physical symptoms such as having headaches and her body is tight and taunt with tension and stress. We di5tussed work life balance. How this could be implemented. Mindfvlness breathing and strategies to Use on a daily basis. We explored her options, choice5 and the future. We explored her anger and understanding the process of 8rief. puttin8 in place a number of diffent strategS for her to have an outlet for her anger and frvstration. She took some annual leave and used that time to go out with friends. walking, talking and tried yoga for the first time. She is putting in mindfulness and breathing strategies and found the relaxation exercises helped with her headaches and stress. She is feeling better as she is more aware of her feelings and allowin8 herself to grieve properly. SS has started to put her heafth and wellbeing as a pr)rity instead of ne8lectin8 her needs and putting others first. She has recently stated to look forward to the future in a more positive way and has signed up for training courses, making changes that benefit her emotional wellbeing. She is decorating her home and 15 finally opening many of the boxes she has had closed and in storage when she moved in her home many years ago. 3. Case Study S S cares for her elderly mother who lives alone and is in the earty stages of dementia. Although S has four siblings living in the area. she is the sole carer for her mother combining care with a part time job. S was overwhelmed and suffering from anxiety and exhaustion when she contacted Southwark Carers a few 13
soimiwARKCARER5 DIREcfoRS REPORT FOR THE YEAR ENDED 31st MARCH 2023 months ago requesting support with fillin8 in a fom and said that she didn't want to continue caring for her mother. When invited to join our online activtties to take a break from carin8 she responded angrily that she didn't have time. S instantly agreed to an offer of six session of counselling and Mindfulness relaxation session5 With the view of extendin8 the course rf necessary. She has had twefve sessions and we are continuing to work together at present. During these sessions S has been very open aut the iueS affecting her and her relationship with cared for and extended family. The main emerging i55ue5 have been huge an8er ènd ressentiment towards her mother and family dynamics. S is the youngest of six chiklfen from a famity of BAME background and like all her sibling5 She was born in England. She is intelligent and because she doesn't consider herself a beauty, she gives her physical appearance a great deal of care. attention and importance. She 15 also accomplished and successful in her career. S described her mother as SeISh, uncaring and manipulative. She justified her resentment towards her explaining how due to her personality and attitudes S and her needs have always been overlooked or quashed throughout her life. She disclosed the importance her mother gives to looks, skin colour and gender which meant that she has favoured her lighter coloured children always showering praise, attention and appreciation on her sons and her whiter daughters while ignoring S's lifetime devotion, service an(1 loyalty. Our sessions vealed that amongst many. the three biggest issues S is holding against her mother are her determination to hold her back a5 a young prornising athlete. her refusal to support and protect her when still very young she decided to marry an unsuitable man. and her inability to defend her when things got ugly with her siblings. S discussed lW these actions have left her with lasting damaging effects including lack of confidence, unhappiness with her life as a childless divorcee living alone with a dog who is now sick and dying of old age and being estranged from her siblings. She feels like an outsider in her own family and fears the isolation when her mother and her dog die. S also resents having to care for her mother when according to her she didn't receNe any care or support from T. Questions have revealed a deep need of validation. acceptance and connection with her mother, and S was on a quest for her motherfs acknowledgement and explanation of her conduct. and she was seeking apologies for her motherfs treatment of her. Our work has been centred on loss. anger and relationship dynamics. Through this S has been able to See how her angry, defensive and confrontational approach when 5eekin8 answers from her mother was getting in the way of a produciive. honest and open conversation which was holding her back from achieving her goals. Anger as a usefvl feeling has been discussed and explored as well as the need to express and channel it into more constructive objectives. Subsequently acknowledged and fear of loss of both her mother and her dog ha5 also surfaced and been explored as has S's fear of the future without her caring role. Through these sessions in which many topics including'culture. age, religion. family attitudes and beliefs, individual personal experiences. historit events. role models, education, social class and historic period have been discussed, S has been able to see her motherf5 actions and attitudes from a more open perspective. As a result. her approach to her session5 has taken a tone of curiostty and willingness to learn and understand the root of her mother actions. This hès led S to see her mother with some empathy and compassion, subsequently greatly improving their relationship and bringing them closer. Although still grieving her loses S has is finding her answers and getting the apologies as her mother gradualty expres5es her regrets. Recently S lamented the waste of time resenting her mother in our sessK)n and stated that from now on her focus will be to make every fflinute tount creating positive memories with her and her dog. l4
SOUTHWARXCARERS DIRECTORS REPORT FOR THE YEAR ENDED 31st MARCH 202J Through her Mindfvlne55 se55ions S has become more present and aware of her frelings and rea¢tion5 and consequently rn0 able to see what changes she needs to make. Having learnt to use breathing as a coping strategy she reports feeling overall calmer, less anxious, more focused and more groLEnded. Seeing how beneficial the sessions are. she has now implemented Mindfulness relaxation exercises in her daily routine for longer or shorter periods of time depending on time and is applying this to aid sleep. These strategies have also supported S when challenges arise with her mother. Dlscussing what S wants for herself. in the future She has decided ihat she will move to a seaside town which has been a dream for a long time and will start a new life while rhapS starting to build bridges with at least two of her siblin8S. Over the last few sessions S has repeatedly expressed her immense appreciation and gratitude for our service articulating how much this intervention has changed her lrfe. and by extension the lives of those around her, especially her relationship with her mother. While grieving for hef loses and acknowledging her sadness S's resentment for her mother has le55ened and she stopped wanting to abandon her. However, S's issues are deep, and we continue to work together in aw?neSS and acknowledgment that hers is going to be a long ongoing journey as her motherfs mental and physical health deteriorates bringing new challenges and wakening old grudge5. It is one step5 forward and two steps back at the moment, but S has taken a few significant leaps. After all these dynamics S is also undergoing some Serious health issues S of her own. 4. Case study C C is a carer known to Southwark Carers for many years, as she cares for her three young adult children all of whom have special needs. C presented overwhelmed and full of anxiety when she called a few months ago requesting information about an organisation providing specialised sUPPOrt for young people with the type of needs her children have. C was offered Week counselling and Mindfulness relaxation sessions when she explained the many dlfficult issues she wa5 facin8. They were practical. financial and mostly emotional. C had no coping strategies, nothing good going for herself and hatl faced lockdown with all its challenges on her own. She wa5 on antidepre55ants and said that she felt trapped and wanted to run away never to come back. She was at the end of her tether. She was neglecting herself. had no energy and felt alone with her incredible caring responsibility. DelYin8 into her issues C disclosed that her youngest {teenagel child was actin8 Out and her eldesvs behaviour was unpredictable. C wa5 also scared. Not long ago her eldest had destroyed many things at home and broken window in a frt of rage and she had to call the police. Nevertheless, C destribed herself as a strong, independent and self-sufficient woman but felt thal str had10st control and was lost. C has made incredible progress since starting our sessK)ns. Our early conversations revealed issues of social isolation and depression and core issues of shame. lack of trust* guilt and anger. After discu55ing present tUatIOn and addressing feelin8s and thoughts we started to explore family dynamics. During these sessions C started to realise that her own issues of shame, anger, fear and a refusal to accept her children's disabilities were the root issues afferting the family. Not surprisingly she discovered that these issue5 and her approach to life and her family stemmed from attitude5 and behaviour5 from her community. role models and life experiences. C'5 communlty Is judgmental. and they don't accept dlsabilities, so she wès made to feel ashamed of her children. This was having a tremendous impact. C was both being both overprotective and pushy with her children forcing them to be like or better than their peers and holding them back socially. C suffered trauma and abandonment her early life and this was compounded by further abandonment and betrayal from the father of her children. Having no outlet or coping strategies her anger and frustration were coming out in her nteractions and pOnse5 Wlth her Children. One of Cs main concerns was that her teenage child hèd become 15
DIRECTORS REPORT FOR THE YEAR ENDED 31st MARCH 2023 angry and refused to talk to her. Because he 15 the one with the mildest disability, She felt She was losin8 him. Making matters worse was the children's (tynamic5 between themselves,. they were snapping at each other which aggravated their individual issues and impacted the collectr¥e whole. Our work together has consisted in demystrfyire disability, helping C see her children as individuals with strengths and weaknesses and supporting and encouraging with focus on their abilities while considering their weak points, and equipping them to deal with challenges in the4r daily life. We have also worked on coping strategies to help C sUPPOrt herself when stressed or overwhelmed. Mindfulness relaxation and breathing exercises have done wonders. While a little reserved at the beginning C has gradually opened up about her personal issues and hsstory. We have discussed the anger and guilt and she has been able to start to process these outside the family dynamics. A few weeks ago, while addressinB her losses C grieved for her young self and reminisced on the bright. happy. fun, fe spirtt, and a5pirational woman who loved making beautiful colourfvl dresses she used to be. We agreed to unearth at least a part of this old self and she talked about startin8 ¢)ver by using some self-care and starting a course on fashion design. C and l agree that it has been a long journey. As a result of which she finds herself more at Pea and in control of her life now. With new confidence she recently gathered the courage to confront her ex-partner about his betrayal and abandonment of his children. She also started to talk ab)ut her traumatK experience with her extended family. She said she would have never been able to find her volce if it wasn't for our sessions. Her children stopped acting out and they a having productive conversations. Through these she has 8Ot to know them better and is now encouraging and supporting them to achieve their dreams. She has equipped them with practical strategies to deal with challenges and is giving them more freedom. It appears that the children have mentioned her change and she delights in their closene5S to her. She sèys that apan from the occasional problem there is peace and no shouting in the house. C has Stopped wanting to run away and stopped caring about what other people say or think about her family and is now focused on her life going forwar(l. To supplement the counselling service we also provide one to one and Group Mindfulness sessions, these were carried out over Zoom. HEALTHAND WELL BEING Wlth our partnership with Fareshare we were able to support vulnerable carers who needed food parcels. We were able to provide 259 food parcels. Carer5 United Project We further developed the work that we had carried out around peersupport with the Challenging 8ehaviour Foundation. This was developed into a two-day workshop that would allow our volunteer carers to provide peer support to all family carers. Thus providing an alternatbve support mechanism for carers in Southwark giving them the access that they need to emotional and practical support, thus easin8 the pre55Lire5 of their caring role. IDENTIFYINGHIDDENC4RERS It 15 pertinent to note that è key objectNe forthe charity is to identify hidden carers and to provide them with appropriate support. Another key aim of our Service 15 to raise awareness ol carer issues to local health service5. such as GP surgeries, local hospttals and clinic5. It encourages health service5 to identify carers a5 early as possible and provide carer awareness training to health professionals across the borough. We use innovative methods to spread our messa8e that where an individual is Fooking after someone who is ill, elderly or frail that they need to recognise that their role is beyond simply that of caring for a loved one, 16
DIREcfoRS REPORT FOR THE YEAR ENDED 31st MARCH 2023 that it is an unpaid role that saves the etonomy, £162 billion / year as stated by Carer5 UK. who recognises and publicly acknowledges their role. 17
SOUTHWARK CARERS DIREcfoRS REPORT FOR THE YEAR ENDED 31rt MARCII We designed a number of unique marketing materia15 which were placed at over 42 health settings in Southwark including GP 5urgerie5. phamaci51S, libraries and leisure centres. Other tools included identification cards in protective'oystercard. type wallets and ouremergency planning kits. We also provided carers with pill boxe5. attached to a key rin8 $0 that they would not be without their or their cared forfs medication. We gIstered 205 newcarers to the service. of these 33 were male and 168 female, 4 carers refused to state whether they were male or female. This is refiective of national trends, where the number of female carer5 is far 8ater than the number of male carers. CARERS ASSESSMENTS In 2015 the Care Art 2014 came into effert. The Care Act enshrined a number of key principles for Carer5. The Att was hailed as finally recognising a Carerfs right to an independent assessment of their needs. Implementation of the Care Act across the Country has varied. Southwark Council in its implementation of the Care Act decided that the processfor carryin8 Outcarers Assessments would be tsken back in house ond would be carried out by a specialist carers social work team. We referred 51 carers for an assessment and provided information and support around carers to a further 2517 carers. FINANCIALSUPPORT GRANTS As a result of the changes in fundin8 experienced by us and tsking into account the economic and political landscape of social care we continued to work with over 40 grant prOVde to secure grants for carers. In this financlal year we were able to help carers purchase furniture including new beds. rnattresses. and thests of drawers. wardrobes. We were also able to assist in the purchase of white goods includrng fridges, washing machines, and ovens. We also assisted in securing educational equipment forthildren with additional fteeds. In total we achieved an additional income of £10.927.75. carers received 33 grant awards. Case study E E was bom 1980,5 IS the carer G bom on 193cf5 has mobility issues, suffers from incontinence. diabetes and has communication issues. E is the sole and Primary carer to G who is eXCeptnalty vulnernble. E lives out of the borowah and ommutes to Southwark. The cared for suffer5 from incontinents and soiled themselves frequently. E had to take the dirty laundry to wash at laundette and at. times hand wash clothing. This was a long and arduous process. A washing mathine was a basic necessity for this carer but was unaffordable. 5outhwark tarers made a successful application to have a grant for a washin8 machine to be installed at the cared home for which made the carers life easier. OTHER We have made 8ood progress in achieving ourmain aKns. 5ervices- ease see above where ourartbvities and perfomance has been set 0. 18
DIREcfoRS RÉPORT FOR THE YEAR ENDED 31st MARCH 2023 l. Representation - Southwark Carers has continued to PreSent the views of about 53CQ tarers locally. Our staff are key speaker5 at public events about health and social care and carers, their rights and their needs. Southwark Carer5 have regularly attended the All-Party Political Group on Carers at the House of Commons. this has allowed us to represent the views of carers locally and nationally. Furthermore. we have been able to be at the cuttin8 edge of policy developments and decision maknng. Locally we have been asked on numerous octasions to repsent the views of carers on consultations on local issues, ranBing from planning through to the layout and design of local hospitals. local health networks and provision of services for all conditions. 2. CampaigninE - we have continued to publicly campaffdn to put the needs and rights of carers into the wlder public realm. We supported car$ .Week and Carers Right5 Day. and organised our own co- ordinated publitity campaigns. using newspaper advertisi wsters and leaflets in health and communlty buildings. to help people across the community to identify as carers. 19
50UTHWARKCARERS DIRECTORS REPORT FOR THE YEAR ENDED 31st MARCH 2022 3. Partnership Working-duringthe year we have regularlycommunicated with orestablished new working relationships with a range of organisations. to help us in our work. including Community Southwark, COPSINS, Cambridge House. Carers UK. Kin&s College Hospital. SLaM, 5t Thomas's Hospitsl and Southwark Resource Centre. We created a partnership with AOASS. allowi us to participate in a range of innovatNe Zoom events, including a Festival for Cafers. 4. Governance - our Trustees met quarterly throughout the year. on loom, and continued to consider all the issues felevant to delivering our services, managing staff and developing the organi5ation in order to continue to serve carers localty and to ensure that we continue to meet the needs of carers. 5. Quality - to ensure that we are able to delNer our services and be an organisation that operates at a consistentty high level of quality. Work on Quality Assurance continued work, more specifically on. Investors in People and Volunteer5 accreditation and 15091NJI this is with a view to ensuring that we are continually striving to provrde èn excellent service. 6. Resources - the Trustees have throu8hout the year maintained oversight of the financial and prartical resource5 required to ensure that Southwark Carers continues into the future and have taken steps to ensure that we have an appropriate Ve1 of stsff. financial reseNes. and the practical resources for the office and carers centre. 7. Development- throughout the year we have considered different methods of working and the potential for new services that we could offer to carers. in order to 5UPPOrt them as best we can. We did bid for funding for new services but were not alway5 successfvl, however, each application that we did allowed us to develop ideas and took at providing innovative ways of supporting carers. We will continue to consider new sourte5 of funding to extend and develop more services for carers of all age5. in the year ahead. RESERVES POUCY The purpose of the policy is to ensu that Southwark Carers are able to meet their contrartual obligation5 and finance future expansion of the organisation. The Directors have decided to set aside funds not committee or invested in tsngible assets. The level of free reserves lexcluding restricted funds) 15 reviewed annually by the dirertors. The directors consider that the m05t appropriate level of free resee5 should be between £82,0 and E164,OfX) 3 months runnrng costs. Unrestricted reserves at 31st March 2023 were £34,457. The present level of unrestricted reseThie5 equates to I month running costs. However, it falls short of the lower threshold. Therefore, the strategy will be to continue to act prudently in relation to the or8anisatFons reserves. However. Southwark Carers will a55es5 the viability of reinvesting funds into services where there is a demonstrable need that cannot be met through other sources of tunding. PLANS FOR FUTURE PERIODS We look forward to diversifying our income and our funding stream5 further by fflaking application5 to national and l¢xal trusts. We look forward to working with Southwark Council in developing future services for Carers. 20
DIREcfoRS REPORT FOR THE YEAR ENDED 3tst MARCH 21123 We look forward to developing and strengthening our local and national partnerships irb orderto develop models of best practice, around all services for carers. for example emergency planning. We look forward to developing our partnership with COPSINS and devehjping furtherioint bids within this partnership. FINANCIAL REVIEW The total income forthe year was £ 312.473 in 2023 compared to £ 308.797 in 2022. The charitable expenditure decreased from £299,376 in 2023 to £307.184 in 2022. This report has been prepared in accordance with thespecial provisions relating to small companieswithin Part 15 of the Companies Act 2C(16. Appnwed by the D•rectors and Si8ned on their behalflry: Mary Jacob 2&, April 2024 21
Independentexarnlnerf5 roportto the trustees of S(Krthwark Caws I report to the charity trustees on my examination of the accounts of the Company for the year ended 31 March 2023. Responsibilities and basi5 of report A5 the charivs trustees of the Compafbv land also its directors for the purposes of company lawl you are responsible for the preparation of the accounts in accordance with the requirements of the Companies Act 21X161'the 2006 ACYI. Having satisfied myself that the actounts of the Company a not qUired to be audited under Part 16 of the 2¢XJ6 Act and are eligible for independent examination. I report in respect of my examination of your charivs accounts as carried out under section 145 of the Charities Act 2011 1.the 2011 Act'l. In carrying out my examination I have followed the Directions given by the Charity Commission undef section 14515) Ibl of the 2011 Act. Independentexaminerfs staternert I have completed my examination. I confirni that no mitters have come to my attention in connection with the examination giving me cause to believe: accounting COrdS were not kept in respett of the Company as required by section 386 of the 2W6 Act; or the accounts do not accord with those (Ords. or the accounts do not tomply with the accounting requirements of section 396 of the 2006 Act oiher than any requirement that the accounts give a 'true and fair view which is not a matter considered as part of an independent examination: or the accounts have not been prepared in accordance wtth the methods and principles of the Statement of Recommended Practice foraccounting and reporting by charities applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland IFRS 1021. I have no concern5 and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached. Financial Warehouse Company Itd Chartered cerf Accountants The Maidstone Terrace Maldstone ME15 6AW 26104r2024 22
Southwawk Care15 Slatrmert of fimncial artp4ithS lincorporaring an income and expendlture accoun Forthe arertdd 31 M•rth 2023 Unyestrieted Restricted ruDds income funds 2023 Tot41 2022 Total Income fn)m: Income and eDdovnneDts from: Donations and kgacie5 Charitable activities -Ang Well Project -Advi¢e.Informatiort and Support -Enablins Empowering & Enrhing Other trading activit5 Investments JRS rybt Notes 9.944 1.326 161,928 137,150 125,446 10,333 125,446 177.083 166.750 8.393 Totttl Resouyees expended peDditure on: Rwsing funds Charttable a¢iivilies -Awg Well -AdvKe,Inforniation and Supwrt -Enabl>n& Empowering & Enwhing 176.694 135,779 312,473 308.797 125.446 125.446 161,928 163.597 10.333 173,930 145,256 Total 163,597 135.779 299,376 307.184 incomel(expeoditstr¢) before investment Nel g0w1{k}s$¢$) on tnvestments itt¢omel{expendith) 13.097 13,097 1,613 TrnnsfeT5 betTrT¢D fund$ Other recognised g*lnslOoMes): Gains and losses on revalvatK)n of fLxed assets for the Other gainsl{k)sses) Net movemenc infunds 13.097 13,097 ,613 Reconcillailon offAnds." Total funds brou1 forward Tololfunds carriedforward 13 34,457 34,457 21,360 23
Southwark Care 8313n¢¢ sheet Company no.- 04146495 Asat31 Marth 1023 Restrlrted Income funds 2023 Total funds 2022 Total funds Unresmcted funds Tangible assets Investments 7.248 7,248 6,372 Totolfixed assets li 7.248 7.248 6,372 Current assets Debtors Investments Cash at bankand in hand 12 12,258 12,258 30.877 40,247 52,505 40,247 14,989 45,866 Total¢untnt ttssets Creditors.. arnounts falling due within one year 12 (25,296) (25,296) 30.878 Net current assets/OiobilitiesJ 27,209 27.209 14.988 Total assets less currentliabilities 34,457 34.457 21.360 Creditors.. amounts falllng due after one year Provisions for liabilifies Totalnet ossets orllabi7fties Funds of the Charlty Endowment funds 13 34.457 21J60 Restricted income funds Unrestricted funds 34,457 34.4S7 34,457 34,457 21.360 21,360 Totalfvnds 13 The directors consider that the company is entitled to exemption from the requirement to have an audit under the provisions of section 477 of the Companies Act 2(K16 and members have not required the charitable companyto obtain an audit for the year in question in accordance with sertion 476of the Act.The Directors acknowledge their responsibilitiesfor complying with the requirementsof the Companies Art 26 with respect to accounting records and for preparing financial statements which give a true and fair view of the state of affairs of the company as at 31 March 2023 and of Its net outgoing resources for the year In accordance with the requirement5 of sections 394 and 395 of the Act and which otherwise comply with the requirements of the Companies Act 26 relating to financial statements. sofaras applicable to the company. The financial statements have been prepared in accordance with the special provisions reloting to companies subject to the small companies regime within Part 15 of the CompanTres Act 2006 and in accordance with Accounting and Reporting by Charitie5= Statement of Recommended Practice applicable to charities preparing their accounts in accordance with 24
Sothwark Carefs 8alance sheet The financial statements have been prepared in aicordance with the special provision5 for small companies under Partl 5 of the Companles Act 2006. Approved by the trustees on 26th April 2024 and signed on their behalf by Maryjacob Chair 25
¢8r5 Fortheye•rended 31 M8ffth 1073 I kcountlng policies al Basis of preparation The f5nancièl statements have been prepared in accordance with Accounting and Reporting by Charitie5= 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 IFRS 102- effective l January 20151- Icharities SORP FRS 102) and the Companies Art 2(¥)6. The charitable company meets the definition of a public benefit entity under FRS 102. Assets and liabilities are initially recognised at historicol cost or transaction value unless otherwise stoted in the relevant accounting policy or note. bl Goln8 concen) The trustees consider that there are material uncertainties about the charitable company's ability to continue as a going concern. Key judgements that the tharitable company has made which have a significant effect on the accounts. The trustees do not consider that there are any sources of estirnotion uncertainty at the reportin8 date that have a significant risk of causing a material adjustment to the carrying amounts of assets and liabilities within the next reporting peri¢)d. cl Incorne Income is recognised when the charity has entitlement to the funds, any performance conditions attached to the income have been met. it is probable that the income will be received and that the amotsnt can be measured reliably. Income from government and other grants. whether'capital. grants or'revenue. grants. is recognised when the charity has entitlement to the funds, any performance conditions attached to the grants have been met. it is probable that the income will be received and the amount can be measured reliably and is not deferred. For legacies. entitlement is taken as the earlier of the date on which either- the charity is aware that probate has been granted, the estate has been finalised and notification has been made by the executorlsl to the charity that a distribution will be made, or when a distribution is received from the estate. Receipt of a legacy, in whole or irn part, is only considered probable when the amount can be measured reliably and the charity has been notified of the executorf5 intention to make a distribution. Where legacies have been notified to the charity, or the charity 15 aware of the granting of probate. and the criteria for income recognition have not been rnet, then the legacy IS a treated as a contingent asset and disc105ed if material. Income received in advance of the provision of 3 Specified service is deferred until the triteria for income recognition are met. dl Donatlons of gifts, seryice5 and facllltle5 Donated professional services and donated facilitie5 are recognised as income when the charity has control over the item or received the service, any tonditions associated with the donation have been met. the receipt of economit 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 IFRS 1021. volunteer time 15 not recognised so refer to the trustees. annual report for more information about 26
FOrthear¢oded 31 Mah ltylj their contribution. On receipt, donated gifts. professional Services and donated facilities are reco8nised on the basis of the value of the gift to the charity which is the amount the charity would have been willing to pay to obtain services or faciltties of equivalent economic benefit on the open market: a corresponding amount 15 then recognized in expenditure ir> the period of receipt. el lTrterest receivable Interest on funds held on deposit is included when receivable and the amount can be measured reliably by the charity- this is normally upon notification of the interest paid or payable by the bank. fj Fund *¢¢ounting Restricted funds are to be used for specific purposes as laid dowo by the donor. Expenditure which meets these criteria is ¢har8¢d to the fun Unrestricted funds are donatiOTJS and other incoming resour received or generated for the charitable Designated funds are unrestricted funds eannarked by the trustees for particular purposes. Expenditure and irrecovernble VAT Expenditure is r¢¢ognized once there is a legal or constructive obligation to make a payment to a third . it is probable that settlement will be required and the amount of the obligation can be meosured Teliably. Expenditure is classified under the following activity headings-. Costs of raising funds r¢lat¢ to the costs irKurred by the Charitable company in inducing third parties to make voluntary contributions to 1¢ well as the cost of any activities with a fundraising purpose Expenditure on charitable acttvities in¢lud¢s the costs of delivering services, undertaken to further the purposes of the charity and their associated support $ts. Other expenditur¢ represents those items not falliF)g into any other h¢ading Irrecoverabl¢ VAT is ¢harged as a cost againsl the activity for which the expenditure wa5 incurred. h) AllocatlOD of suPrt eosts Resources expended are allocated to tILe particular activity where the cost relates directly to that activity. However. the cost of overall direction and administration of each activity. Comprising the salary and overhead Costs of the central function. 15 apportioned on the basis which are an estimate, b&sed on staff time, of the amount attributable to each activity. Where Anforn]ation about the airns, objectives and projects of the charity is provided to potential beneficiaries, the ¢osts associated with this publicity are allocated to charitable expenditure. Where such infornlation about the aim4 objectiv¢s and projects of the charity is also provided to potentia] donors. activity costs ar¢ apportioned between fundraising and charitable activiti¢s on the basis of ar¢a 0UpIed by each activity. i) Operating leases Rental charges are charged on a straight line b1$ over the terni of the lease. j) Taogibk fixed assets Items of equipment are capitalized where the purchase price ex¢eeds £550. Depreciation costs are allo¢at¢d to activities on the basis of the use of the related assets in those activlties. Assets are revtewed for impairment Tf circumstances indicate iheir ¢8rrying valu¢ may exceed their net realisable value and value in use. 27
FthEartTthd 31 IOIJ No depreciation char8¢ on the buildin8 is made on the grounds that it would be immaterial b¢cause the estimated remainin8 useful economic Ilfe is expected to be more than 50 years. Depreciation is provided at rates calculated to WTite dowTA the $t of ¢ach asset to its estimated residual value ov¢r ils expected useful lif¢. The depreciation rat¢s in use are as follows: Fixture and Equipment 33 113•/• p-a straight line Con)puters 33 1130/0 p.a straight line Buildings and Maintenance 33 113% p.a straight line k) Debtors Trade and other debtors are ognISed at the settlement amount due after ony trade discount offered. Prepayments are valued at the amount prepaid net of any trdde discounts due. l) Ca$h At b*nk aud in bAnd Cash ai bank and cash in hand includes cash and short tenn highly liquid investments with a short maturity of ihree months or less from the date of acquisition or opening of the deposit OT similar account. C&8h balances exclude any funds held on behalf of service users. m) Creditors and provi8ion$ Creditors and provisions are recognised wher¢ the charity has a present obligation resu]ting from a past event that will probably result in the transfer of fund5 to a third party and the amount due to settle the obligation can be measured or eslimated reliably. Creditors and provislons are norniaily re¢ognised at their settlement amount after allowing for any trade discounts due. n) FiD4neial iwtruments The charity only has f?nancial assets and financial liabilities of a kind that qualify as basi¢ financial instruments. Basic financial instrumenis are initially recognised at transaction valu¢ and subsequently measured at their settlement value with the exception of bank loans which are subsequently m¢asured at amortized cost using the effective interest Meth1. o) Pensions The charity operates stakeholder pension scheme 28
Forihpye4r¢*d 31 Maltlt 1025 Income fvom donations and legacies Totsl 2023 Totsl 2022 Fund Fynd Donations 9,944 9.944 1,326 9.944 9.944 1.326 Income from charftable artivitie5 Total 2023 Total 2022 Unrestrirted Re5trirted Contract Income Southwark Council 166.750 166.750 166.750 166,750 166,750 166,750 AginE Well Southwark Council 125,446 125.446 125,M6 3.833 4.000 3,833 4,OOCI 3,185 1,000 5,995.0 8.393.0 575.0 United Saviours The League Community Furlough Grant Other Grants Total income from charitable Artivitip 2.500 2.500 135.779 135.779 144.594 Total 2023 4 Income from investments Unrestricted Restricted Total 202- Investment income Total Income 176,694 135,779 312 473 312,670 29
Fwthe yearended 31 M•r¢h Analysis ofExpendi¢ure (ost(IratsfiTr luttds atlzen Eoabllnd, Res¢4r¢h ¢mpowert Pmlert &enrlthlng 219.728 Advtse and lofomrntlon 5pport Z023 Total zozz Notes S Stsffcosts INote6) Counselling & Facilitsting Events and Actlvities GrantAid 219.728 224,554 L776 1.776 Support Cost Office tosts Rent Computerexpene5 PrfjnYn& posts8e alld statlonery Telephone &internet Insurance BaNk¢harges Independentexaminerfs fte Re8lstration fees Professional fpes Depre(laOn Total Eu>endltskTr 2023 .176 io.ormj &185 7QQ 44.176 , 10,000 5.185 700 2,048 3.721 43,769 io.ooo 11,710 2,493 1,906 120 3.750 1.942 2.965 3.166 307 184 3.721 3.000 2.247 1,578 5.217 299 376 300 2247 1578 299 376 Support Cost Totsl FJpenditure ZOZ3 299.376 299.376. Attaly$l$of Fpendire (Prtoryear) citlzen Fnabllnd. Cost of raisirt8 ReseaN empowerim8 nds & enrithiD8 224.554 Advise Dd infomration Suppwt TDtsI 2022 224.554 Staff costs (Note6) CounsellinE &Fadlltatth8 Events and AcdvllJes GrdntAid 788 Supportcost Offt¢e ¢osts Rent CornputerexpÈnes Printin& post3EeoRd Ststionery Telephone&lnternet Insurance Bank chary5 lrtdependentexamine¢s (ee Reystration fees Professional fees DepreuatioD 43.769 10.000 11.710 43.769 10,000 11.710 l493 2,493 1,906 120 3.7SO 1.942 196S 3.186 Izo 3.750 1.942 2.965 3.186 SupptyrtCo$t Total endlture 2022 307 184 Supportcost Total e enditure 202Z 307 184 30
Foitheparended 31 Mardb 20a 6. Net incomlng resource5 for the year This is stated after charging lcrediting 2023 5,217 2022 3.186 Deprecaition Indpendent Examiner Fees 7. Analysis of staff costs. trustee remuneration and expenses, and the cost of key maDagement personnel Stsff costs were as follows: 2023 2022 Salaries and wages Social security costs tmployerfs contribution to defined contribution pension schemes 189254 19288 196.676 18,689 9.369 217.911 9,189 224,554 Staff numbers The average number of employees (head count based on number ofstaff employed) during the year was as follows: 2023 No. 2022 No. Raising funds Charitable activities Support £60,000 - £69,999 2023 2022 The Total employees, benefits including pension and national insurance contributions of the key management personnel were £60,16312022:67.8501. The charity trustees were rK)t paKI or receNed any other benefits from employment with the charity in the year 12022:Nill- No charity trustee received payments for professional or other seThices supplied to the charity12022'. 31
SohWar Care Fortht ywended31M•rth 21ll3 Staff numbers The averdge number of employees (head count based on number of staff employed) during the year was as follows.. 2023 2022 Raising fvnds Charitable activities Support There are no donations from related parties which are outsHJe the nomial courseof busines5 and no restficted donatior from related partre5. 10. Taxation The charitable company is exempt froffl co[ration tax as 1 its incoThe 15 charitable and 15 apled for charitable purposes. The charity operates a stakeholder pension stheme. The amounts owed to the pension stheme at each balance sheet date are £791 and the number of staff members of the staff members of the 5theme is 7 11. Tanglble fixed assets Computer &IT equipment Cost FIXrE & equipment Total At the start ofthe year Additlons in year Disposals in year At the end ofthe year Depreclatlon At the start of the year Charge for the year Eliminated on disposal Atthe end ofthe year 64.599 6.093 64,599 6,093 70.692 70.692 58.227 5.217 58,227 5,217 63,444 Net book value At the end of the year 7,248 7248 32
5outhwaik Carer5 F¢rthèyearerthd 31 Mar£h 2023 12. Debtors & Creditor5 2023 2022 Grant receivable Other debtors 12,258 30.887 Credltors: amounts falllngdue wlthin one year 2023 2022 Taxation and social security Other creditors Accruals .19.296 27.878 2S.296 30,87B 33
Southwark Care rthe yeryled 31 Mar£h 2023 13. Analysls of net assets betwee funds Generdl unrestricted Total funds Designated Restsicd Tangible fixed assets Net current assets Net assets at the end of the year 7.248 27.209 34.457 7,248 27.209 Analysis of net assets between ndS Iprior year) GeneTal unrestricted Designated Restrirted Total funds Tangible fixed assets Net current assets Net aets at the end of the year 6372 14988 21.360 6.372 14.988 21,360 At the start oftheyear Incoming resources & Eains Outgoing sources & Losse5 Al the end ofthe year Transfers 14. MovemeDts In funds Restricted Funds Aging Well Others 125.M6 10.333 (125.446) (10,333) Total Restricted funds 135.779 135.779 Unrestricted Funds 21.360 176,694 [163.597) 34,457 Total Unrestricted hjnds 21.360 176.694 163.597 34,457 Total Funds 21.360 312.473 299.376 34,457 At the start ofthe year Incoming sources Outgoing resources & Losses At the end ofthe year Transfers Movements In funds (prior year) & gains Restrfcted Futtds Age UK 172.683 (172.683) Total Restricted funds 172.683 172 683 Unrestricted Funds 19.748 136.113 (134.SOI) 21,360 Totsl unS[ric1ed funds 19.748 136.113 134.501 21.360 Totsl Funds 19.748 36.570 38.18Z 34
5¢uthwark Carers ForthIlndId JIMaYth X123 Funds: Total funds Purposes of restrirted funds All carers in Southwark will have access to the practical and emotional support they need and the recognttion and influence they deserve. The purpose of the restricted funds are to organise the activities for carers- 'Reducing Social Isolation, Advice, Information and Support. Health and Well Bein& Identifying Hidden Carers and Financial Support ' Is. Operating lease commitments The charity has no future minimum lease payments under non-cancellable operating leases. 16. Legal status of the charity The charity is a company limtted by guarantee and has no share capFtal. The liability of each member in the event of winding up is limited to £1. 35