Carer Support Wiltshire Annual Report and Accounts 2020-21 Carer Support Wiltshire Independent Living Centre St George's Road Semington, Trowbridge Wiltshire BA14 6JQ Tel 0800 1814118 Email: 3dmin@carer5U Websites: www.carersu ortwiltshire.co.uk /admin@carersupportdorset.co.uk ortwiltshiie.co.uk www.carersu ortdorset.co.uk Twitter.. @carerswiltshire @carersdorset Facebook: www.facebook.com/carerswiltshire www.facebook.com www.facebook.com carersu ortdorset Acwiltshire Wiltshire Council NHS -9 Dorset NHS Bath4Thd North East donanttwfilshir Dorset (IIDi(alCommI55ro￿ng￿TVuP Introduction from Chair............... Whoweare.............................................................................................................................. Achievements.......................................................................................................................................... Social lrn act.........................................................................................................................................io Deliverin our aims and ob'ectives. .10 Year ahead . .13 Funders and su orters............................................. .14 Structure, overnance and mana ement..............................................................................................16 Financial review 20 Inde endent Auditor'5 Re ort to the Members of Carer Sv .23 Statement of Financial Activities includin Income & Ex enditure Account .26 Balance sheet.................................................................................................................................................27 ort Wiltshire Cash Flow 5tatement............................. .28 Notes to the financial statements .30 Introduction from Chair To say 2021>21 was a year like no other is an Unde￿ateMent. As we end thLs flnal year of our strategy 2016-2020, we can look back on a year of innovation, collaboration and wonderful commitment by our staff, volunteers and partners to help our carers In a tlme of great challenge and hardship. From mid-march 2020 to mid-june 2021. our service5 and 5UPPOrt to (zrers have been delivered with the vast majority of our staff and all our volunteers based at home. Our Se￿iceS were flexed and new servlces were introduced. As lust one example, between them, our volunteer5 undertook 2,985 of our new'wellbe1n￿ checks, where they call carers to see how they are faring. The Communlty Connettors and Assessors undertook over 1,2(Kl 'welfare checks,, a new offerlng to proartively call carers who our staff fe￿ could Eenefrt from a call. New carers registered in Wiltshire totalled 1,582-392 more than the previous year. In Dorset 1,036 new carers were registered, taking the total on the Dorset database to 2,943. Cafftr Support Dorset completed its fir￿ full year of operation. The team began to offer vlrtual cuppa session5 and carer training se5sion5, and during the first lockdown, produced weekly print and email newsletters responding to the commissionerg request. We were delighted tD see the number of people volunteering with us doubling to 182 during 202 21, with some coming to U5 via our corporate sUPPOrters Zurich, Aster and Danone. Micro- volunteering- a low-commitment approach to giving time that people can perfDmi in an easy and flexible way - proved to be a great Success. Our Talk and Support. works in this way. Sadly, we have been unable to offer face-to-face carers, cafés and group activities due to lockdown, which we know are much missed. Carer awareness training in hospltak restarted later in 2020, and we made major stride5 in our work with Wiltshire schools to promote their awareness of and support for young carers. During the ye3r, tr2fFic on our websites increased by 69% as carers sought information on managing during the pandemic. We consulted carer5. Staff and volunteer5 to infomi our new ambttious 2021-24 Strategy and Vislon, Mission and Values, which were signed off by the Board in February. The Board a150 5UPPOrted proposal to re$tNCtu￿ the senior management team to help get US ill the best Shape to dellver it. At the beglnning of the year, tt seemed our income generation and fundraising plans could be seriously threatened as funde￿ moved to support new Covid-specific 5ervice5. However. our success at accessing these resources funded, amongst other thlng5. a new counselling service and improvements to our websttes. 2021-22 is like￿ to be a tough year foi this work, and the Board ha5 approved a cautlous approach to ￿. Successful seNlce delivery for Wiftshire Councll/CCG contract during 2018-21 led to Carer Support Wiltshire being commissioned for year4 of the 5-year contract. and Carer Support Dorset's services were extended to Include support for young carers and work in schoob. Wiltshlre Counc51 funded pilot 'Hospital sUPPOrt service. to a55￿t efforts to speed up the discharge process by better involving and supportSng carer5. Staff In the CouraEe to Care service, funded by the Arnied Forces Covenant Trust were furloughed for over half of the year, and resumed supporting carers Ifl the serving milltary and theirfamilies at the end of 2020. The Board said 'thank you and farewely to the Treasurer Ruth Martindale- Frank Edward5 who took over briefly as Treasurer in March 2021- De￿k Hayes and Jame5 Minett and welcomed ftD5ario Waterlow, Peter Wragg and Martin Parker. On behalf of Carer Support Wiltshlre, ourthanks go again to tsvo sets of comrni55ioners who have given u5 encouragement, challenge and support, and to fvnders and other partners for their support this year. Lastly, we must thank our staff and volunteers, wrthout whom our efforts to see our vislon of a society which understands and 5UPPOrt unpaid carers is Impossible. We now look fon¥ard to Lyjilding on and learning from our experiences last year, to shape Carer Support Wlltshire'5 services and organisation to meet the need5 of our communities in Wiltshire 6nd Dorset. In thi5 contexL the challenges ahead are returning to delivery of fa¢e-t￿f3ce ServI￿S and findlng a new balance with virtual Servi￿5, maximizing and diver5wfying income strearns and finding new premises to replace oursemington office. The Trustees have approved the new Strategy which sets the directlon recognisine thatthe landscape is uncertain. Our caiers are at the heart of the strategy and our next steps will be guided by their needs. Chalr of Trustees Date l* Tr17 | Who we are Carer Support Wihshire is a local charrty supporting carers in Wiltshire and also- since 2019- in Dorset, under the name Carer Support Dorset. The majorty of our funding is provided through contract with wI￿shIre and Dorset Councils and Bath and North East Somerset, Swindon and Wihshire and Dorset Clinical Commlsslonlng Groups. Illness, disability and old age are lust some of the reasons why three In five of us wl11 look after loved one and become carers at some point in our INes. Becoming a Gqrer (zn affect health and wellbein& personal finances, social lrfe. edur2tion and employment and there are an estimated 7 million unpaid carers in the UK. Our helpline, specialist staff and range ol Servi￿ and activtties offer sUPPOrt to carer5 and alleviate the isolatlon that is commonly experienced, as well as enabling Care￿ to SlJPPOrt one ar)other. We raise awareness of the issue5 around caring through the media and other channe15, to reach new carets and educate communities so they can better undèrstand and SUPPDrt the carers among them. Our Vision A soclety which understands and 5UPPOrts unpaid carers. Our mission Improving life for all unpaid carers by listening and meeting needs, providing information to give choices, giving a voice and influence and raising awareness. Our Values We are carer-focused We are c￿ative We have integrity We collaborate We emwwer Achievements Carers are able to maintain and improve their physical and emotional health and wellbeing At the end of March 2021 there were 11.280 carers registered with Carer Support Wiltshire, about 20% of the known carer populatiorTr in Wiltshire according to the 2011 census. However, this figure does not include the increasing numbers of carers who use OLJr website to access information and resources 1,582 carers were added to the database between Apr 20- Mar 21 lan increase from 1,191 the previou5 yearl. During the first lockdown in 2020, priority was given to identifying carers who may be vulnerable- the elderly, those who may not have internet acce55 etc- and staff amd volunteers conducted wellbeing calls to those carer5 identified. The call is primarily about how the carer is coping and offering support where required. In total, 2,985 carers received a wellbeing check during the year. Face-to-face carer clinics and cafes ceased at the end of March 2020 and virtual Talk and Support and groups led by Community Connector5 Started. By July, we were offering two online cafes and groups a week, many with guest speakers, and the number of carers attendin8 these had increased almost sixfold by the end of this year. Virtual carer c(Ile Talk and Support is a befriending seTvice which puts trained volunteers in contact with a carer to provide regular telephone calls over a 12-week period. There has been strong demand for the service with 298 unique carers accessing the seNice during the year. 77 of these carers requested to be re-referred after their l- week period ended. Zurich Communlty Trust is one (Jf our corwjrdte partners and their Staff have provided many volunteering houts working for Talk and Support. Zurich give all of their sLiff 3 days to volunteer per year. At the end of th15 year. they also confirmed they will fund Talk and Support to the level of £17,000, which will ensure the service can continue until the end of the calendaryear 2021. Inftlally thanks to Natronal Lottery fundin& towards the end of the first k)ckdown we were able to offer carers six free counselling sessions. The counselling wa5 intended to help carers who had suffered a difficult few months and would now poterbt1a1￿ be anxious about the end of shielding and retum to a degree of normality. The service was widety accessed ty carers,- counselllng sesslons were provided to 102 carers over the year. Later in the year a new partnership wtth Paranimo, a platform that matches people with therapists online, was fomied and this partnershlp enabled us to reach addltlonal care￿. In total, 169 unique carers accessed our virtual offerings over the year. At a recent focus group of carers. we were told many wanted the virtual cafes to continue. We will cortinue to Provide these next year alongslde face-to-face groups once they are allowed to take place. Carers ean balènce caring with a life of their own and have an Improved quallty of Ilfe Face-to-face tralning OPPK)rtunitles were halted, bvt online training Courses were made available covering topics such as IT support, moving and assistin& first aid and coping with anxiety and mindfulness technique5. Additional INe online workshops have taken place. including a mental heatth resilience w0￿shoP attended by 13 carers and a virtual mlndfulness session attended by a further 13 carers. Carers should feel empowered to make choices a&)ut their caring role and to access appropriate support and services for themselves and their cared for person. The number of signpost5 made totalled 3369 lup from 2,460 in 191201 and the number of extemal referrals totalled 756 lup from 722 in the prevlous yearl. As the pandemic worsened, there was an increase in applications for the Carers Emergency Card- a rd which gives carers peace of mind should they be taken ill or to hospital that the person they care for will receive appropriate and planned replacement care. This year. 352 Emergency Cards were Issued. Carers are able to contribute iheir experiences and views to shaping SeThi￿ planning and development Wiltshire Carer Forum Ipreviou51y known as WCIG- Wiltshire Carer InVO￿ement Group) rneet5 every six weeks and ha5 continued to do so over the last year. The forum gives carers a voice and is vital for shapln£ service5 for carer5 in the courty. Positive outcomes in 20121 have included the development of a shopping letter for carers at the start of the pandemic, explaining to supermarkets why a carer might need to bring the person they are for with them lo the shop. or buy a number of certain tlems. The forum helped with lobbying for urbpaid carers to be included in the priority groups for the Covid vaccination. It has also fed into the development of a new printed care￿ Guide that goes out to all new registered carers and csw'5 Strate￿ going forward. Carers were consU￿e(l in a websfce usability project in March 2021. A number of carers were viewed using the CSW website and tasked with findin8 certain information. The results have shaped changes to the website, which will better ensure users of the website are able to easily acce5S the information they need. Carers are able to receive good quality informayon aNI adv1￿ about the support and services available to them to support them in their caring n)le A new hospital liarson proiert got undeNay in January 2021 and ran until the end of Aprll. The seNice worked from the three acute h05Pltals serving wiltshi￿ as well as the communty hospitals nd helped improve communic*ion between h05Pttal staff and carers and facilitate discharge at a time when hospitals were incredibly busy with Covid patients. The Servi￿ r￿1ved 58 referrals and wa5 positivety receSved by both hospital staff and carers. On 30 November 2020 CSW galned the TnJ5ted Charity Mark Level 2 award. Thi5 qualTty mark was awarded to an organlsation after a tw(pday external assessment. Achieving the award offers both service users and comm55sioners external verificatlon of the qualrty and credibility of the organisation and ensures beneficiaries, SUPPK)rters, donors, volunteers and staff know their or8anSsation is well njn, accountable and transparent. The award Is valld for three years. Our Time for Carers appeal successfulty reached Its £30,000 target at the end of 2020. enabling us to fund a number of respwte activities and other services to carers who qualified to receive money. The volunteer tearn spent the whole of 2020 reacting and trying lo stay ahead of the implication5 of lockdown and restTiCtlons on CSW re8iSteTed carers. The volunteering landscape has changed greatty overthe year and many volunteer5 were unable to work at the start of the pandemic due to shleldin& fami￿ commitments etc. However, Carer Support Wiltshire was one of the few charities in Wiltshire to artually increase its volunteer case over the last year and the volunteerteam moved quickly to ensure volunteers were able to access rècruitment, induction and training online. The total number of new volunteer5 recrutted was 91 lup frorn 28 the previous yearl bringing the total number of volunteers to 182. Ail carer5 have Falr a￿eSS to infomiation. support and service5 are free from discTimination The partnership with Youth Action Wilishire and Wiltshire Council sUPPOrting young adult carers and providlng transltSon support contlnued thls year. During the year, 164 new referrals for young L3rets (aged 5-15yrs) were re￿iVed from WI￿Shire Council1182 in 191201 taking the total numberof young carers registered with CSW to 807 Ifrom 619 last yearl. 44 young carer transttion assessments were undertaken121 the previous yearl. 37 16-17 yr olds were reglstered121 the prevlous year} and 43 18-24 yr old5 were reg￿Stered (from 17 the prevlous yearl. 112 individual young adult ￿[er5 (aged 18-241 were supported by the Young Adult Carer IYACI Support Worker, and the YAC team maintained contact wtth 5choob and colleges throughoLrt the year and developed an electionic poster to be sent to students to erbcourage selF-referral5. A number of regular workshops and cafes took place online during the year. Activity included: 33 young adult carers laged 1&241 access the virtual cafes 5 accessed alb LGBTQ supwrt group Isupported by fund5 from Carer5 Trust) 7 accessed a new siblings carersuppDrt group 13 accessed mental first ald workshops 22 young adult carers (aged 18-241 accessed counselling services 32 engaged in carer involvement a¢tNity 35 accessed external and internal grant fund5 The GP accreditation schème- now in rts eighth year wfch CSW coordinating-took place during 03 and 41 out of a total of 46 GP surgerSes in Wlltshire received awards. 30 of these were gfven the highest possible award of Platinum, up from 28 last year. All but one practice engaged with the Investor in Carer5 scheme. The GP scheme aims to make sure carers are provided with a consistently good experience when visiting their GP. Requirements that must be met include maintaining an utFtO-date carer register, having a carer5' lead and providing clear inforniation and flexible appointments for carers. Carer Support Dorset 2,943 adult carers were on the register * the end of March 2021. up from I.￿17 in March 2020. The voung carers register increased to 80. By the end of ihe year, focu5 had shifted frorn completing WelFare checks to meeting the demands of the increased number of registrations and providing inforniatK)n. guidance and advice to those who contarted C5D. In an end-of-year evaluation suNey, 78% of carers said that they agreed or Strongly agreed with the statement: When I contact Carer Support Dorset I feel a5 though they. genuinely care about my sttuatlon.. 83% agreed or ￿rongty agreed that the information and advice they were given by support staff was u5efvl. Carer Support Dorset has offered a number of virtual ojppas and other 5e55tons throughout the vear, includlng more focused ones, such as a 'Knit and Natterf and a laughter workshop. Dementia training sessions have been very popular among carers and other training has included emotional resilience and 'Carers- Know your Rights,. Popular sessions will be continued and othertraining providers will be sourced in future followlng carer feedback. C5D are 3150 in the process of developing a range of feedback and rèference opportunities for carers, to enable them to influence operational and strdtegic (xrer support in Dorset, including a Carer Reference Group. Sandra'$ iPad Corersupport Dorsetrpomperino sessionforcorers Social Impact Through our service level agreement with Wiltshire Council, we offered practical support and assistance to 1,585 (previou5 year 1,6571 carers thTough our initial assessment. Many more carers will have accessed information and resources through our website and the wider community will be more informed on carer issues through publicity in the local media. 2,985 carers who were identified as the most vulnerable on our database received wellbeing calls following the first Covid lockdown. Delivering our aims and objectives These are the key highlights and progress made on Carer Support Wiltshire's Strategy 2016-20 lindicators are underlined). This year wa5 the last one of this strategy- a new strategy for 2020-24 has been approved. AIM l To provide services for unpaid carers across Wiltshire and beyond Deliver services to carers meetin funders, ke erformance indicators- successful 5etvice delivery for Wiltshire CouncillCCG contract during 2018-21 led to year 4 of contract for 2021-22. Armed Forces Covenant Trust Fund- Coura e to Care service- funding won, service delivery began January 2019. Carer5 Trust- Carer Support Wiltshire has been seen as a model for service5 and 5UPPOrt to young adult carers. We were put fomard to work with Quilter plc to support young adult carers as they worked to agree the criteria for a new funding Stream for you ng adult carers. Youn adult carer5 and tran51tlOn5 SU ort- See above. Transitions Support Worker5 (working with young carers as they move frcim Children's, to Adult social services) started in Wiltshire in january 2019. Demand was slow to build, but is now well established. AIM 2 To improve the financial sustainability of CSW by increasing diversity of funding io D liver servlces to carers meetin funders. k rformance Indlcators-successful seÉvice delivery for Wiltshire Council/CCG contract during 2018-21 led to year4 of contract. Succe55ful tender. mobili5atlon and delivery of Dorset mntract. Develo Workin For Carers as a brand Outside Wiltshire- Working for Carers started brightly in 2016-18 with a new websrte, and a number of corporate user5 and Carers Twst network partners. However, the programme has always run at a deficrt, and in 2019 the decision wag marle to pause to programme in order to save £22,OLKI per annum. The intention is to iesume the programme when a cost neutral busine￿ model has been developed. Bulld rel￿10￿shi S Wlth cor ordtes and Increase in(x)me from non-5tatuto source5- relation5hlp with Zurfch rekindled in 2021>21 with Talk & Support volunteers and funding to end of 2021, funding of pilot projett to test rrtablets with L3rers; and two staff were funded to undertake fundraising diploma course in 2021-22. Relationships with ￿ter and Danone have been developed during 2020- 21 and are building well. Develo alliances which offer re ltsnal fundraisin rtunities and Ex lore artnershi consolidations and orme ers which o en new markets- regional Carers Trust meetings were attended. In 2019, Carer Support Wiltshire co-ordinated a bid to NH5 England forfunds for the SW Carers Trust region. AIM 3 To inlluence care and support pollcy within eletted and nondected bodie5 by being the Vol￿ for carers and on thelr behalf Maximise Carers Trust artnershi we have been a local link to the national agenda- presented work with young adult carer5 to Carers Trust lead5 in 2019 for them to share with other Carers Trust network partners. During the Covid pandemic, Carer Support Wiltshire prornoted issues of concern to carer5 for Carers Trust to take up natk)nalty. Maintain and develo across re ion hi h media roflle for CSW and carers- Carer Support Wiltshire maintained a positive relationship with Wittshire Herald & Gazette throughout 2018- 2020. Webswte use in 2021F21- year on year, increased by 69%. li O iupicli _Al YISHÈR FINISHE .?r* Gaiettt & HdJld ..IihfflikLS.I bip.differenc& Micro-volunteers have large impact One of (5Ws n￿nthlY nEWSStories in the 602ette & Heruld Know the riorities which matter to carers Wiltshire Carers Forum (was Wiltshire Carer Involvement Group) ha5 become well established. We have continued participating at Wiltshire Carers Action Group la forum for service providers who sijpport carers). Influence im roved ractice in res ect of carer5 Within artnershi s and new workin models- In 2021, our Wiltshire GP accreditation scheme began its IO, year. Similar schemes will be piloted in schools and at Army Medical Centres in Wiltshire. Carer awareness training has been provided in hospitals since 2018. AIM 4 To continuously improve leadershipi management, service delivery and quality performance Achieved Trustecl Charit re-accreditation- this was achieved in September 2020. Volunteerin as of Q4 2020-21, there are 182 volunteers with CSW, a growth of 92 in the last year. Embed evaluation results into continuin service im rovement and develo ment-and Social value re have been identified for further improvement, and are included in 2021-22 Business plan. 12 The Year Ahead The strategic oblectlves set out ITr our 2021- 24 Strategy are: Sustoinobility We will continue to e5tabllsh and support carer 5ervkes through contracts and fundraising In and outside of Dorset and Wiltshire to diversify income 5tream5 and build stability in 13W. Support We will value and understand carers, needs. enabling them to access appropriate support Collaborate We will innovate and work in collaboratlon so carers get better seNices Awarene&f We will champion the vital contrfbution made by carers to society Infiuence We will listen to carers and give them a collectrrfe voi Inform We will provide infomiation to enable carers to make choices about their caring role Quolity We will (all staff and volunteers) make the changes that will lead to better outcomes for carers, better servlces and better professional development Our main 2021-22 business plan priorities are: Developing new services to meet changing needs- whllst we will resume face-to-face services, recent experience has shown a need for more virtual Se￿I{e5, and in response to incroased use, more content will be provided on our websltes To develop and implement a carers voice strategy- a new Carer5 Advisory Group will provide the views of carers on issues of concern to the Board Implementing a new Senior Management Team structure, and developing a People Strategy to better support the delNery of the 2021-24 Strategy Refreshing and embedding our evaluation, outcomes and impact frameworks The recommi55ionln8 of Wiltshire services for the 5 year under the Wiltshire Councillclinical Cotnmissioning Group contract Developing and Implementing a sustèinable and achi￿able fundraising strdtegw, with an increase in unrestricted income Increasing brand presence (through PR, 59cial media. partnerships, etol to reach more carers and make Dorset and Wiltshire more orer aware Implementing our Trusted Charity Improvement Plan During 2021-22. new premises will be found to replace our current Semington offi￿, a5 the site 15 being redeveloped. 13 A big thank you to our funders and supporters Over £3,000 Bradford-on-Avon Area Board Chippenham Area Board CCGI NHS The Dorset Coronavirus Community Fund Marlborough Area Board Melksham Area Board Salisbury City Council Warminster Area Board Wiltshire Community Foundation Wiltshire Council THE ARMED FORCES COVENANY FUND TRUST COMMUNITY FUND co op LOTTERY FUNDED YEARSOFIHE by CARERS TRUST NHS Lio*s Clvb oloevlzes Bath and Morth Fast Samerset. Swlndonand SALISBURY crry COUNCIL The Edward GostLing Foundation ZURICH Community Trust Wiltshire Community Foundation £3,000 and under Avon Polymer Products Cor5ham Town Council Chippenham Lion5 Club Parish Council of Keevil Trowbridge Guild of Community Service Chippenham Town Council Bradford on Avon Lions Club The Bellinger Donnay Charitable Trust Laverstock & Ford Parish Council Corsham Link Chippenham Golf Club M3lmesbury Carnival West Wiltshire Crematorium Royal Wootton 8assett Town Council Brornharn Town Council Waitrose 14 Structure, Governance and Management During 2020-21, the Trustee Board comprised.. Lardine Marriot Chair to May 2020 retired September 2020 from May 2020 frorn May 2020 resigned January 2021 joined May 2020, resigned March 2021 February to March 2021 retired September 2020 joined May 2021 joined May 2020 joined May 2021 joined May 2021 retired September 2020 Elizabeth Brown Chris Meier Ruth Martindale Frank Edward5 Chair Vice Chair Treasurer Treasurer Derek Hayes Rachael Lawes lan Baldwin Alexar)der Cheremukhin Sukdave Ghuman Derek Hayes Jane Mason James Minett Donna Moore Martin Parker Janet Surr Michele Tonner Rosario Waterlow Toby Williams Peter Wragg Treasurer resigned February 2021 joined February 2021 resigned June 2020. joined May 2021 joined September 2020 resigned May 2021 joined September 2020, resigned May 2021 16 Senior Mana8emenl Team Judy Walker Susan Bell Jon Berrldge Alan Docherty Jacqui Radford Vanessa Rose Sam Wilson Chief Execvtrve Support Services Team Leader Head of Business Development Reachlng Communities Tearn Leader resl8ned April 2021 Communty Connectors Team Leader . Finance Manager Communic*ions Manager Auditors Burton Sweet, Cooper House. Lower Charlton Estate, Shepton Mallet. Somer5et BA4 5QE until 3 February 2021, from which date MHA Monahans, Fortescue House, Court Street, Trowbridge, BA14 8FA. Legal status and goveming document Carer Support Wiltshire is a Registered Charity 1092762 and a Company Limited by Guarantee 04415685 not having share capital. Tho liabllity of members is limited to one pound. It5 registered office was The Clock Tower, 5 Farleigh Court. Old Weston Road. Flax Bourton, Bristol B548 IUR until 12 Au8USt 2020 and 15 now The Independent knving Centre, St George's Road, Semln8ton, nr. Trowbrldge, Wiltshlre BA14 6JQ. The company is governed by Articles of Ass(Kiation as amended in April 2020, extending the area of benefrt. It was renamed in 2011 on the merger of the four previous carer support Or￿niSatIonS In WI￿Shire. Public benefrt Carer Support Willshire's objects are to promote any charÉtable purpose, for the benefrt of the whole community Iparticularly but not exclusivelythe communty in and around Wlltshirel, includSng the advancement of education, the promotion of health and the relief of poverty, Sickness and distress in particular but wrthout limitation by supporting carers. The trustees. report explains how we have met our objects. The tnjstees gNe carefijl consideratlon to the Charity Commisslon's guidance on public benefit when setting the objèctives and planning the work of Carer Support Wiltshire for the year. Board of Tru5tee5 The Board meets five times a year and has delegated some of its work through four subcommittees: Finance Quality, compliance and volunteering Nomination5 Fundraising and Publicity- The subcommittees are chaired by trustee5 and meet quarterly. The day-ttrday management is formally delegated to the Chief Executive. Nolle of our trustees recewe reMunerat￿n or other benefrt from their work with the charity- The charity keep5 a register of trustees, intorests and the chair reminds trustees to declare any relationshlp that could create a conflict of interest at the stsrt of every Board meeting. Using a skllts audit, the Board identrfied the skills it needs to L3rry out its work now and in the future and recruits accordingly. 17 In recruitlng new trustees, the 5peciali%t recruitment agency REACH, was used, as were a range of local and regional websites as well as Carer Support Wiltshire's own. People who responded were Invlted to meet the Chief Executwe to get a better understanding of the organisation. Those wishing to be considered were asked to complete application forms and were interviewed by the Nomination committee, which used a consistent set of questions with each. Before their appointment Is confirmed by the Board, all the required checks and identrfi(ation of potentlal conflicts of interest were completed and they attend a Board meetlng. New trustees follow an Indurtion progrdmme in the Trustee Handbool are offered a mentor, and leam more about the work of the organisation through meeting the Chairs of subcomrnittee and senior managers, and where possib￿, shadowing of staff. The Chair an(1 the Chlef Executive are available for supw)rt as required. Trustees attend training cour5e5 and away days* participate in annual Board effertiveDe55 reviews and join relevant governance support networks. The twstees benchmarked the chlef executive's salary against equivalent organi53tions in the sector and reglon uslrlg ACEVO'S Pay and Equality survey 2017. Statement of Trustees, Responsibilitles The trustees (who a￿ aLs0 directors of Carer Supwrt Wiltshire for the purposes of company lawl are responsible for p￿parIng the Trustees, Report and the annual financial statements In accordance wtth appllcable law and United Kingdom Accounting Stsndards (United Kingdom Generèlly Accepted Accountin8 Practicel- These give a true and fair view of the state of affairs of the charitable company and of thè IncomSng re50urce5 and application of resources, including the income and expenditure, of the charrtable company for that perlod. In Preparing these finanaal statements, the twstees are required to: Select suitable accountln8 policies and then app￿ them consistentlyi observe the methods and principles in the Chartties Ststement of Recommended Practlce ISORPI,. Make judgments and accounting estimates that are reasonable and prudent: State whether applicable UK Accounting Standards have been followed, subjecl to anv materlal departure5 disclosed and explained in the financial statem@nts: Prepare the financial statements on the going contem ba515 unles5 it Is inappropriate to presume that the charitable company will continue in bu5ines5. The trustees are responsiblp for keeplng adequate accounting records that dLsclose wlth reasonable accuracy at any time the financial posttion of the charitable company and enable them to ensure that thè financial statements comply with the Companie5 Act 2(K)6. They are also responsible for safeguarding the assets of the charwtable company and hen￿ for taking reasonable steps for the prevention and detertion of fraud and other irregularitie5. In so far as the tnjstees are aware". There Is no relevant audtt information of which the charitable compenvs auditor is unaware,. and They have takèn all steps that they ought to have taken to make thewnselve5 aware of anv relevant audit information and to establish that the auditors are aware of that information. 18 Fornial Partnershlps Carer Support Wiltshire is a Network Partner of the Carers Trust, an umbrella organisatlon whlch represents carers and their interests on the national stage. It also provides practical support for Network Partners through grarrts, regional support networks. business advice, training and mentoring. From April 2018, Carer Supwrt Wihshire bÈgan providing all-ages carer support se￿iceS under a COnt￿(t to W]￿ShIre Council, subcontrdcting young ¢8￿r5, b￿￿kS and re5Plte to Youth Artion Wlltshlre, part of Communty Flrst. The charlty nJn5 a carer information servlce and Corers Café at Great Western Hospital and Sal￿bUry DlstrlLt Hosprf(al. AudStor The role of Auditor was put out to tender during the year. A resolution proposing that MHA Monahans be appointed as auditor of the companywa5 accepted by the Members at the trustees, meeting on 3, February 2021. Small Company Provisions This report has been prepared In accordance with the specral provisions for small companies Is419 121 of the Companies Act 2CK161. Added Value In addition to the skllls, knowledge and experlence that tnjstees bring to their roles, trustees provided added value in terms of training for staff and carers and providing pro bono legal advice. Risk Management The trustees have a strdtegy supported by a policy and procedure for managing risks that could potentlalty prevent the organisation f￿rn achieving it5 aims and objectives for carers. Thi5 IS championed at Board level by a trustee with a special interesl in rtsk management. The major strategic risks facingthe charity are ¢ategori5ed as: l. Strategic 2. Reputation 3. Operational 4. Financial 5. People 6. Governance 7. Compliance and ￿gulatiOn. The risk regll5ter and controls mitigating the strdtegic risks are reviewed by the Quality, Compliance and Volunteering sub-committee, which reports to each board tneeting. During 2020- 21 Senior Managers and the Board monitored the management of the following 0￿ratIonal risk5- Impact of Covid- on carers. and the neeil to flex and grow services to best meet their needs during the crlsSs fundraising targets not being met as 'mainstream' reSoUr￿S were diverted to Covid maintaining staff wellbeing during lockdowns 19 finding new roles for volunteers as servi￿$ changed and maintaining links with pre-exlsting volunteers Too great a (lependency on a local authorty/CCG fundln& and possible change5 to those income streams Fallure to deliver contrattual agreements. such as refe￿aL$ for new Service via community connector model, and referrals for carers assessments and reviews Safeguarding management fails Compliance wlth Generdl Data Protection Regulatlons. The Risk Co-ordinator and the senior management team follow up actions. and the Risk Co-ordinator reports to the Board every quarter. The trustee5 are indemnified against any negatlve flnanclal Impact resultirbg from their actions made in good falth. The risk register vrds revised during the year to ensure it IDntlnues to refiert the business of the charity and the stresses of the external environment. Fundraising Carer Support Wiltshire is registered with the Fundraising Regulator and adheres to its Code of Practice and Promise. Ourfundralsing practices are c￿ar￿ outlined in our Fundraising Ethi(s Policy and a copy of our Supporters Charter is available on our webslte. We do not Use external fundraising suppliers. We received no complaints about our fundrnising last year Financial review Carer Support Wiltshire is just over84% funded (slightly up from 83% In 20201 by Income from the Integrated Better Care Fund IIBCFI, overseen by Wlltshire Council on behalf of NHS Wiltshire Clinical Commissioning Group. and by DoT5et Council on behalf of Dorset Clinical Commlssloning Group. Other fund5 arTse from a variety of grants. donations, tradlng artivities and some investment income. The total forthe year was £1,807,92412020: £1,503,347) Surplus acr055 all funds of £58.16312020: £55,212 deficttl Total funds incre35ed to £552,67412020.- £494,511) Summary of Financial Perfomiance The Statement of Financlal Actrwities for ihe year ended 31 March 2021 shows a surplus across all fund5 of £58,16312020- £55,212 deficttl, Ibeing the difference between total net income and expenditure acros5 ifbdividual funds). Total income increased by 20.2% compared with the previous year mainly due a fijll years income from the Dorset Council contract IIBCFI, additional WiFtshire Council Covid-19 funding and increased grant income received this year. Our grant income totalled £232,57012020.- £207.214I, an increase of 12.2%. Grants were received from the Carers Trust. Dorset Community Foundation, Salisbury District Hospital, Big Lottery, Zurich Community Trust. Wiltshire Community Foundation, the Amied Forces Covenant Fund and variou5 grants for carers. Dollalions and legacie5 increased to £31,341 12020.. £14,004). 20 Our expenditure increased by £191.202112.2%1. largely due to a full year of staff in Carer Support Dorset and temporary staffing in delivering the addrtK)nal Wiltshire Council CDvid-19 prolects. Dlrect charitable spend de¢￿aSed to 72% of our total income12020: 80%). Support cost5 grew by £52,464 over 2020's flgure to £443,008 a5 our Servi￿ ¢￿ennes grew. Direct other costs decreased by £71,923 over 2020 principally due to Covd-19 worklng from home requirements. Stafflng costs rose by £252,783 due to demands of new services-the first full year of Carersupport Dorset and the additional Covld-19 funded projects. Administration staffing levels have grown to support the expansion of servlces and fundralslng actrvity. Carer support and development staff grew by 7 FfE, ensuring OUT delivery remained in line wtth contractual and grant requirements. At 31 March 2021, the total funds were Split as folbws: Unrestritted General Funds £453,01412020.' E425,6851 Restrlcted Funds £99,66012020: £68.8261 Reserves Policy Reseyves are subdivided between Restricted and Unrestricted elements. Restricted Reserves comprise monles received fvom donor organisations that have been provided for a stipulated purpose; for Carer Support Wiltshire these would Snclude funding from the Big Lottery, Carers TrusL the Armed Forces Covenant Trust, eto Restricted funds are therefore unspent monies on speclflc defined projects. Unrestricted Reserves are available for the general expendtture of Carer support Wiltshire. However, the current wI￿shire Council and Dorset Council contrdcts are not inflation- proofed over the contract period. Additlonally, experience is that ￿ndS are increasingly required to cover the delays in receipt of incoming funds. The charty's Reserves policy is to hold f￿e reseJves wrthin a range of £350,CK]) to £400,(m which Sltfficient to cover the cessation of operations over a &rnonth period and wind up the charity, while meeting all obligations to staff and external creditors. Golng Concern The review of financial performance and the rese￿eS position Is set out above. In addition, we continue to invest in refining financial reporting and the c(Isting of proposals to funders. A comprehensive method of forecasting expendtture 15 Utilised thmughout the organisation, based on a fully costed dellvery plan for each element of the seryice as well as for core infrastrutture cosi5. The Wlttshire Council carers, SUPPOrt services contract from 2018-2021 has been extended to 2022 with the potential to extend to March 2023. Confirmation or not of this further extenslon Is expected by the end of December 2021. The Dorset Council carers, contract runs from 2019 to 2022 with a possible extension of 2 & 2 year5. Iwjvestment in fundrdising activity saw an improved performance In achieving target last year. The budgei for 2021-22 doe5 see a further increase on the last yearf5 target any shortfall in new revenue will be hand in hand with a significant reduction in direct project delivery costs. The Trustees are satisfied the organisation has adequate r￿oUrceS to continue to operate forthe foreseeable future even with signrficant shortfalls in budgeted new revenue. They ￿lIeVe there are no other material uncertainties that may cast significant doubt about the ability of Carer Support Wiltshire to continue as a going concem at this stage. 21 Investsnent Pollcy As required in it5 Articles of Association Ipardgraph 4.161, in furtherdnce of its objects, Carer Support Wlltshire has the power to Invest monies not immediatety required in deposit5 or such Investment5, securitie5 or property as may be thought ftt. Carer Support Wiltshire considers rt prudent to hold all surplus funds in interest bearing accounts, to best protect the grants awarded to us for the purposes intended. SuTplus funds held outside of the CAF bank accounts in the year have been depOS￿ed ensuring that not more than £85,OCKJ is held by any one banking corporation. These are under review for retum on investment forthe charity whlle not exposing it to any additional risk. At the end of the year Carer Support Wiltshire funds were Invested with the following. CAF Bank current and deposit accounts. CCLA- COIF Charities Deposit Fund, Untted Trust Banl RedwcK)d Bank and Hampshire Building Society. On behalf of the Board of Trustees Elizabeth Brown Chair Date 14- dbl* Registered ChaTtty No 1092762 Private Company Limited by Guardntee No. 04416685 22 rt of the Inde endent Audltors to thg Pl&mbets of Carer Su Opinion We have a￿rted th8 fina.Ycial statèmarts of C*8r sup￿ Wtshlre I1￿ 'th8ritablè Imyany'l for the year end 31 March 2021 which cc4npri* the Statement of F[Tra￿,.a1 AChW￿$. Balan￿ Sheet. the Cash Flow Statement atKI notes to th& financiÉl statements: a￿ll￿1r￿j a summary o'si9nifjcant a￿￿nting pC41￿leS. The finar￿la1 reporting fr8mgwork that has b9en ap￿led in their pr8p8iation ￿ awAKXt)L8 and United ￿ngdOM Ac￿￿￿tI[￿ Standards (United thgdom Gènerally Accepted Ac(x)unt'ng Prac*cel. In our opinion tha fin8nryFJ st8thetts: glv6 a tsue and fair wew ol the 8tate of the charitaNe ccYnpanYs alairs as at 31 Mard12021 and of its incorning rgsources atKI ap￿Ication of resources, IncI￿J1￿ tis Incom ard exp￿lI1Ure. for th6 year then ended,. have been prowrly prepared in a(than￿ U￿iled Kingd(xn GerErally Al￿pted Practtce,. and have been prepared in aC£Ordan￿ with the I4￿r￿ments of Cur,panies A& 20C6. Ba81¥ lor oplnlon We conduv.ed our audit in wth Intemational Standards on A￿1hry {UK> IISAS (UK)) and 8ppliable law. responsibilities Ull￿r those standarifs are furthw cescribed in the Audlors, te5W51bilMe5 for Ihe audit of the financial stater8nts section of our reffj. We are 1nde￿nthrrt of th8r.tèb￿ eompany in a￿ordan￿ with the ethical reqL'irements that are relevant lo our audit ofthe financAal statements li the UK indudiry FRC'S Ethical Stsndard, aTrJ W8 havo fulfil￿d our other ethical reswnsibi.th* in a￿O￿anCe wilh tr,ese requiremenls. Wg bglBve that the audit evidenc* we have obtsIn￿ Is suffiaènt to a b*s forve, to delect material ￿18s￿leMents,"n rewkct of Ir￿gJIa￿lthes, induding ￿Ud. The &xtent to wilch our procedur6S aw (xpaN8 01 detectrw irrpgulErilies, induding fraud is d8taiW below.. B889d on our nderstsnding olthe charilable 0)mp8￿Y a-..d secto.. It￿t the principal risks of non-C*>mp,,￿n th laws a.-.d regulations rel￿t￿ company ane G.-.artty *r&￿trOr. and we COns￿ere￿ the 6x+.ent tD whith noll-¢X)mp.k9n rnight have a matsrial effect on the fina￿al sta￿ents of Ihè th8rf.abJ8 cornpany. We akn c￿side￿ those lawB 8nd regulations Inal ha￿ g direct irllp￿ on the preParab"￿ of Ihe financi-dl s'aÈw,ents such as the Charib'es Statemènt of ReC0rnme.Id￿ Practi￿ and the Crmnpanies Act 2C(￿. We evalua*d managgmenfs I￿￿￿tiv8S alld opportunities for fraudulent M3nlpuk:ic￿ of the ffnancial 5talern8nts I nr&'d¥ig ts risk of ￿rr1d8 of ￿￿t￿LS). and d8tsrmined that the principal wero ￿#(ed to potont'al Lid¢ of segregaf￿￿ Df dLties, tX)0￿8ep1ng erroTr and management blas in accounlng estimates and I￿eMenta areas of Lie f.na.-iaal S￿.8[rents. AL*Jit pro(£dures pèrform8d by th8 audit engagement tewn Induded.. Enquiry of manag8m8nt and thos8-har￿ hTth goveman(* aEKMrt any kno￿ w $l￿pected instances of non- compliance wth laws a-.d reguktions and fi¥ud". Revwmng minutes ol meètings oftho58 cknarged 7Mth gO*Man￿ 8ny ￿n￿SPOnden￿ witr The Charity Cornmission., Rewewing finantyal 8talgTllent diX4(￿ureS and to surrKJrliTrJ doCajmentati￿ to assess complian(L *ilh appllcable law5 and r6uulab"ons- Perlotming an81ytical pr0￿dur￿S to idW any unLtsual or un8y*8d relationship thatM￿ht iThJute a risk ol mal8rial misstalemenl due to fraud.. Performing audit work over the risk of manwJement0ver￿le of o)ntrofs, I￿￿JIt￿ t&allng oljournal 8ntries and Oth81 adju8trngnts for apprDprialgrE95, eValuats.￿ b"Einess rat¢)nale olsignificanttransac*'ons outside the normal course of bus.ness and ￿￿T￿r.g accounti￿ eèimatss forbias. There a￿ inh6rant Ilmitations in the aLKlit prc￿￿l￿res ￿alb￿l above arKI the furt￿r￿mOVed no￿￿￿p11an￿ wth laNvs and regulal'ons is from Ihe events aThJ tran5acti?p.s in the fina￿[al statements, 18ss lik81y WE would become aware of it. Also, the risk of not detecting a t49teri￿ rn1sstat￿eDt to fraLAY is hvJherthan th8 ii5k of not dotocting one resulb.ro frotll error, 8s fraud tnay invdve ddltieTrte coweaknelll by. for example, forgery or inièntional mistepresentations. orthrough cdlugon. A fijrthèr description of our r&$ponsitxltbes for the audit of the finan(aal sta18menl3 B IcKat&J on the Financial Reporting Couwbol's We￿.te at WYM.trc.ory.uklaL￿itor$rew￿bI1th8￿. This Wtion t)rms part of our Re￿rt of the Indepgndonl Audilorn. Page 24 rt ofthe Indt endent Audltor5 to th8 Members Carer Su Ort 7KIl Use of our report This report is rna(￿ 501ely lo Ihe G".arrtat)le cx)mpany's rnemkrs. as a body. in a¢￿[dan￿ with Chapter 3 of Part 16 of the Companies Act 20(FS. Our audrfc w¢rk has L*en utKlertarten so Ihèt wè rnight st2P to:trE Eha-,.t8b￿ c￿panIS members thosa matters we are reqUI￿d to State tothemi in an aL'oitors' r8POrtar.dforno ctherputP089. To the fullestex1entpettnitted by haw, we do not a￿pt Ot asswne rewn&bilty tD anyone other tha* thè alaritab￿ company thè chsritabl8 compan S [naM￿r¥ as a body. lorour audf(worf(. lor this repor( orfrjrthè c(inicffis hava f0ftn￿. James Gare Isfrnior S*tutory Auditor) for and on be￿alf of MHA Mwahans ststutory Auditor Chartered A¢codntants Fortescue House Court Streol Trowbridge Wiltshire BA14 8FA Date. 28..S.eplomb.or.2.Q.Zl. Page 25 Carnr Su rt ￿ltshore statement of Financial Activities an Income Ex ndltur6 Account lorthe Year Ended 31 March 2021 2021 Total fijnds 2020 Total lunds UnrBstiic￿1 RestrirAed nds INCOME AND ENDOV¥MENTS FROM Donations and lega 3.568 27.753 31,341 14,004 Charitable activities Carer support serV..￿S & devekyment v 1.530.423 2¥2,570 I.7￿2,593 1,45e,399 Other trading activths Investment inco. Other in￿rne 2,160 4,358 2,180 4.398 12,6 5,836 12,418 Totsl 1.547.515 1,807,924 1.503.347 EXPENDITURE ON Raising fvnds 90.9(k8 41.889 Charltable actlvltles car￿ support services & deVelop￿￿t￿ Grants for Ca￿r$ 1.42928 212,407 17.168 1.641,687 17,168 1,488,999 29,671 Total 1.520.1B6 229.575 1.749.761 1.558,559 INCOMEIIEXPENDrruREI 27,329 30,834 58,163 155,2121 Transf•rn b&iw•èn funds 19 Net movement In funds 27.329 58,163 155,2121 RECONCIUATION OF FUNDS Ttst￿ funds brought forward 425.685 68,826 494,511 549.723 TOTAL FUNDS CARRIED FORWARD 494511 The noles fomi part 0fth￿ finarKMal slater￿L8 P￿e 26 Carèr Su rt Wlltshlre R Ister Number. 044156B5 Balance Sheet 31 March 2021 2(Y21 2020 FIXED ASS￿5 Tangible assets 14 13,082 URRENT ASs￿s Debto Cash at bank 1S 458.632 644.064 492,264 1.102.696 931.655 CREDITORS Awounls falling due ￿￿thIn one year 16 1563.1041 1443,9491 NET CURRENT ASSETS 487,706 TOTAL ASSETS LESS CURRENT UABILMES 552.874 494,511 NET ASSETS SS2.&74 FUNDS Unr98tricted funds Restricted funtts 19 453.014 425.6 TOTAL FUNDS 552,674 Tho$0 ffnan¢ial ststen*nts have been prepargl In a(£orrl8nca *ith applicab￿ to charitable (￿1pan￿S subj8Ctto lh8 S￿￿1 (xYThpan￿S regime. Th6 financ.'Ml staterr.ents were approved by ts Board of Tnjsteesand authori$￿ foriwje on. !tF J VLY.... 2r> Ll and were signed cn its behatfby. E BrDWll- halr of Trustees R LawEs- Treasurer The rM)tes form p8rt of ih8se fin8nci81 st8tern8nl8 P8g8 27 rer Su rt WiltBhi Cash Flow Statèm811t forthe Year Ended 31 Itsrch 2021 2020 Notes ash flows from Opera￿n9 acttvllles Cash generated fron) Operati￿ provKled byllused in) op8r2ting activitie5 213.777 C?sh flows from imi•stlng actMtIo8 Purchase of18ngible fixed assets Interest rec8iwY 113.502) 16.0171 Ng1 c8sh LLsed in in¥e3ting activtbES 181 Change In cash and cash equivalents In th8 reporting peii¢xI Cash and ¢a8h equlvalent8 at the bgglnnlng of th& rgporllng pedod 2(0.673 1195,029} 439,391 Cash and cash equlvalgnts at the end of thè Mportlng pèrlod notes (orn part ofthese financjal ststements Page 28 Ca￿r Su rtVlONshlrn Notes to the Cash Flow Statemènt for tha Yoar Endod 31 March 2021 RECONCILIATION OF NET INCOMEIIEXPENDITUREI TO NET CASH FLOW FROM OPERATING ACTIVITIES 2021 2020 Nèt ineom0llèx￿ndjturt} for thè r•portlng ￿rI0￿ las parth• stalemgnt of Financlal Activitte81 Adjusknents for. Doprgoation charg8S Loss on disposal ol ￿ed a58ets Interesi receiv￿1 Dem authoris.:ng these fin2DCt81 staiements. Tr bwgetsd i-. E¢X)M8 expendi￿[0 18 sUffic￿nt wrth the ￿Ve1 of Te5er¥Es for the charty to be able to ￿nb"nue as a going ￿r￿£m. Income All inccm8 ￿ recogni8eAI in the Stathent of Finawal Athbes On￿ the Chanty has entitknenl to the fijnds, it is probatde that the income wll be re¢￿*d and amount c*n be measured le￿aNy. Vo'.untary inwrne is T8￿1v8￿ byvdy of donations aThl grants and is rwJniwJ in full in the Statem8nt of Fin8ncial Acbvibes ￿ell,.heY are le￿vable. Donahj a￿ets are induded at Value b the tharitywhere thi5 rn- bequanlified aThY a thirtl p8rty is bearing the cos,. Th8 value ol provided by volunteers has Tr)1 been inc ￿led as the value of these services cannot i lily quants"fi￿. Grants are rec)Jgnised i.n full.n ts Statement of Finanaal Actiwtss in the year in ￿1¢h they are receivable, Grants received in the atxounting Fer.¢xl in of I￿U[e a¢¢￿Jnf1rO peticds are deferred until those pe￿d$. Ml rnalwial grdnt5 8re disclo5￿1 in wXX)￿l8nce v￿Lh thg Statem8nt of RecryllmeThtsJ Pra¢*.￿. Contract Income is rewnk8ed in ftUI in the StatertEn of Fnaioal Ac11￿beS in Ihe YE& in ￿1¢h it is Ets1vab￿, in line wi'h level agrw.enL Contractr. ir￿(￿me in the ar￿0VnI1￿ ￿riCKl In respect of fLrture accounting peri(￿s is ceferr&g Jntil those laterFefKKts. Expendllure Liagilities a5 expEnd￿re as scon as th￿e.'S a kgal Or￿nstru￿tTve oblpJaton commitling th8 tharity to that èxpenditu￿, it is prtsbable that a tr8nsf6r o10c0￿Mie wfill bo rèqui*d In settlernent and the amount of th8 obligabon (An be m￿r8d rdiatAy. Exp8￿litur@ is account￿ for on an accruals basis and has b88n classthed under headings that aggregate all cost rel2wl lo * (thgcry. WTrEre costs cannot be dirocoy attributed to particular headings they have been alIc￿ted to athitss ￿ 8 bags cts%k8tentwth the we of resour￿. Resources ewd&J incjude alti1￿ble VATvthich cannot te T￿O¥ered. Costs ofgeneréing lurxls comprise ts c(Bts a88(KxaW attracbvy w)luntary incomo and otheraclivthes. Page 30 continued... Cargr Su ortwiltshlre Note5 to th8 Flnancl81 Ststements - conttnuad ACCOUNTING POLICIES- eontlnuad Expendltu CharitsNè activvti.es expendrturè c(mprl8&8 Ihose crtsts irKAJrred by th8 Charity in th& deliv8ry of its atht18s aTh 8èrwces ior its berEfic4aries. It iKLths ithh costs that can alkncabj directly to such activitses and those costs cf indireci nature necessary to support Iham. Govemance wsts indude those costs associaied v￿th meetpTrJ ￿ cx)nStibjb￿al and stalut¢Jry requirements ofthe Charity and it￿ude the audit f8as and lir*ed to stra18gc manag8m&nt of th8 th8rity. All costs are allocat￿& betssEen ￿ expenditu￿ ca;egories in the StatsTr.ent ol Financial Activibes on a ba￿8 d8sigied to reftect the use of th8 WSOUf¢x. Costs r8.ab"rYJ ts) a parUci13r actiwty ar8 al1(￿￿ dir8etly, tstr￿r c08ts are apporboied on the bas￿ of 8stimatsl aggregth. e￿￿ed on each a(*iwity as sel out in nots 9 to I aC￿￿nts. Tanglble flxed assets Tangible fixed assets a￿ record￿ atC￿land de￿lation is ca￿lat￿l lo￿lie off the less estimated re$￿Ju81 walu8 Qvertheir e>pect6d usefvl INes as IDI1￿￿.. Equipment- 50% IstravJht line Theth￿ over years. Expenditure is onty tspitaliwl on indwKlual a88ets *ilh a ￿$t of at bast £￿ wth a lrfe of morg tran on? year. Ca8h at bank and in hand Cash al bank and cash kn hand indudes cash and ￿￿Ortte￿ Ikiuid inv3strnents a shcrt maturity ofthr8e months or less fr￿rn th8 date of ￿uL8thn or openi.-.g ofthe depc6it or Si￿11ar actount Dobtors and ¢rgdFtor¥ recoivable I payable T*lthln one year Debtors and creditcrs Wtth no stated interest [* 2rxl re(￿Vable or payable wlhin one year tecor[l￿* at transacton pri￿. Any losses ari8iro frcm impeirnent e￿ Tri C4)gni8ed in eypenditure. Taxation The charity is exampt fr(¥n tsx on its c*aritable ath?ityes. Fund accountlng Unrestricted b9 in aWOrdan￿ wth ts tharItab￿ objeC￿S at di8uetiDn ofthe In￿t8e5. RestrictaG fur.ds Can only be Jsed for p8rti(xJlar.*str(*8d pU[T￿es ￿tr.1r th8 Ot48cts of thè cthsrity. Restrctions arise when sp8dfiad by the d￿or orwh8n funds are ?ised lo. pa*cular re$li￿ putposes. Furthareyplanation ofthe nature pU￿Ose of eath thjnd is in the notes to the fner￿la1 ststements. P?n8ign COBts and other post-fPtirernent bonefits The Charitab￿ company operaies a defined tt)n*bufiM p8.ison sekn. Conmbubons payAbl6 lo the charIta￿e (x>mpar.Is Pens￿ stheme are charged tolhe Statement of FIna[Ka￿ Activibes in the peri￿1 to which they reL9te. DONATIONS AND LEGACIES 2021 2020 Donati￿5 31.341 OTHER TRADING ACTMTIES 2021 2020 Fundrarsir 12690 P￿31 Continu￿1... ca￿rsU rtwfjltshlrn Nots5 to th• Financlal Statements - ¢ontlnu&d g Y￿r Ended 31 Alarch 2021 INVESTMEMf INCOME 2021 2020 Dwsit ￿￿UTht interest 4,398 INCOME FROM CHARITABLE AcnvmES 2021 2020 Grants C8ter31lltKJrtserwces & ￿e￿o&￿ent 1.762,993 1458,399 Grants and SeTr7￿ ￿tracts [￿e￿, Irxyuded in Ihe abo¥e. are as f￿1r￿¥s. 2021 2020 Grants Appeal 2￿2￿21 Lottery. Update regi%ti¥tions ¥wth API to Ca)nn￿tCL0G Zurich Communiry T￿￿t Retumer5 Project BAME Outre8th IN(xk IZL'rithI NHS Inv9Stors in Carers Toolkrt GWH Carer Hub (Zurich) Hospital Outr88th W(￿k Talk & Support expansion Iwlts CommLnity Found8b"onl Connecting Carer se￿￿ (Carars TnJst} Arrn8d Ftsr￿ cO￿na￿rt FurKI Lottery- Cowd-19 C¢)unselling Project Dorset Talk & Sutport- tk)rset CommunFty F￿r￿lation Grants f)r Garers from grant rnaking fuTKI8 Support Work- Ywng Acuyc Carer Grants Big Lottery- Out of Hou Big Loltery- thbassacbr othergrarts for sm811 proi6¢ts S•rvlc6 contacts Wiltshirg Counci! and NHS Wiltshire ClinK?I C(Xn￿l￿C￿Iryj Group cx)ntr Do￿t Countsl and NHS Dor58t Clinical Commiwon.:ny Gro4Jp contract 46.70D 2,931 41,640 4.367 1fj.500 22.000 8,770 3.000 8,5B 27.589 18,954 41.320 4,OC 17,168 21,763 3,049 9.231 49,434 7,001 7,001 59,088 20,712 1.227.790 302,633 1.130,OOD 121185 1762 993 Pag8 32 C0ntinL￿... Carersu rtvliltshire Notss to the Financlal stat￿￿ents-Conti￿uOd Y&ar Ended 31 March 2021 RAISING FUNDS Oth•r trading actlvltleB 2021 20 Fundraising expenses 909r CHARITABIE AcnvmES COSTS Dired, C¢￿ts {8ee te8} Support r3ydts (see note 91 Tofals Carer support sarkn & d8vdrynent wo Grgnts for ￿re[S 1,198.679 *143,LyJ8 1.641,667 1.215.847 443,008 1858 8S5 DIRecT COSTS OF CHARrrABLE ACTivmES 2021 2020 Staff costs Othw ￿sts 1.025,863 )5,050 261.￿7 1,215.847 1 166957 SUPPORT COSTS Govemanc Finance Totals Garorsupport 58rwces & development ￿rk 93 35.976 443,008 Supportcosts. incl￿ed In th& 81Mwe, are as f￿1(￿5.. 2021 2020 Cater 5UPPNt seN & development x)rk Total actMiEs Slaff costs Pw.8es Training and rectuitmenl Gompany eypenses COMM￿l¢alk)n$ GeneTrl Pubsicity Mis¢ellarBous ey4en5es Depreciation Of tsngible aThY herilage assets Bank charges Loss on Sa￿ ol ta.-.gible fiThJ assets Trustths, remUr￿ratiOD etc Auditors, remune.?tion Legal and p."ofessional f88s 244,4D4 44,459 3,716 7,240 30.128 65,816 202,247 39,595 6.720 5,378 20,703 74,225 7,881 3.823 10,730 4,151 7.225 19 818 6,orA) 4,625 3￿,544 PwJe 33 nts"nued,.. Carer Su Drtwlltshl Notes to Flnanclal Statements - corrttnued for the Yèar En 31 Plarch 202 10. NET INCOMEIIEXPENDrruREI Net IncomèllèxperKYilurèl fs stat8d after thargin￿(cr￿JthNJ)." 2021 2020 Auditors. rernunerdI￿ Depreuaton- ok￿ed assets Deficit o.? disposal of fixed assets 6,000 7,225 4,825 10,730 11. TRUSTEES. REMUNERATION AND BENEFITS Th8r& ￿ere no trustees, remuneration or other t￿￿fftS tY)r lh8 y8ar 8nd8d 31 March ?￿21 nor for the year ended 31 Ma￿h 2020. Tru5tses' expensF5 2021 2020 Trustse$' &xpeTh 818 1.983 12. STAFF COSTS 2￿21 2020 Wages and salaries So(aal security c(Bts Other pension costs 1,230.375 86,582 43.123 998,656 73,483 1,360,080 1,107,297 The average monthly numtw of6mpby8es durirg ts yearwas as follo￿.. 2021 2020 42 12 Carèr support & do￿10￿@￿t Administration 11 57 The av6rage monlhly fijll-time equiVa￿￿t llumber offvw-lwne ernployees duriro the yearwas as follows.. 2021 37 2020 30 Carei SLPWrt & de¥elLwerrt Adrnirwstralion 43 35 No employees re￿1¥￿ emoluments in &x(ws Of£80.￿0. Key management person￿1 ind￿je all persM8 Ihat have authority arKI responsitrxlty lor planniro, diwting and (x)ntrolling the 2CtMtiès of charity. The to>. t￿￿pensab.0n paid trj key management personnel for 5etwcBs prowded to th8 chawity vrds £292,42012020'. £216.3871. Pag8 34 C4)ntinu￿... Car9r Su rtWJWshi Notes to the Flnanclal Stat*ments- continued for the Year Erldod 31 March 2021 13. COMPARATIVES FOR THE STATEMENT OF FINANCLALACTfvmES 2020 Unr85tiict8d 2020 R85lricl8d fvnds 2020 Total nds INCOME AND ENDOWMENTS FRQM Donath)rts and legaryes 12,045 14,(M)4 Charftable actfvltles Carer support ser¥7￿$ & develq)msnt 1,254.1 204,214 1,458,399 other tratfing 8ctiwt Investmgnl ino)m8 other irthme 12,690 5,836 12.418 12,69) 5,836 Total 1.287,086 216.259 1,503.347 EXPENDITURE ON Raising funds 1.058 Charftabl& acttvltie Carèr support Servi￿ & d￿￿￿￿ent I￿)rk Grants lor Cargrs 1.310294 29,671 217,S36 1.527,630 29,671 Total 1.341,023 217.536 1,558,559 NET INCOMEI{EXPENDITUREI (53.9351 11.27D 155.2121 Transfets betseen fun(ts Not movement In funds (19.077) 136,1351 155,2121 RECONCILIATION OF FUNDS Totsl fund5 brought fonvard 444,762 104,%1 549,723 TOTAL FUNDS CARRIED FORWARD 14. TANGIBLE FIXED AssErs Equipment COST At 1 April 2020 PAdit*)ns 42,4 13.5 At 31 IAGrch 2021 DEPRECIATION At 1 April 2020 Charge for year 35,691 7.LS Al 31 March 2021 NET BOOK VALUE At 3.. March 2021 At 31 2020 Pw cOn￿n￿... Carersu ort b￿ll$hIra Not88 to thg Financial Statements- contlnued for the Year ErKl•d 31 March 2021 15. DEBTORS: AMOUNTS FALUNG DUE v4rrHIN ONE Y&4R 2021 2020 Trade Gebtots Othei deotors Pr&payments 451,994 3,290 439.251 4,089 458,832 492,2S4 16. CREDITORS.. AMOUNTS FALLING DUE WIThIN 014E YEAR 2021 2020 Trade creditors Sthial security and oth6rt8ts9 VAT other cr￿it0 Accrua15 and thfwred in(x)rne 25,291 25,321 88,037 7,929 418,526 30,7DO 20.591 60,433 7.633 In￿ded in 8ccNab and d8ferred irKcrfne 15 an amcNJnt of £385.139 in ￿paCt of gr8nt and contract income received at the year-end relab.ng to luture aLwJntiru perKMI5. 17. LEASING AGREEMEMrs Mlnimum ￿se payments uThy￿ nO￿esn¢¥I1&kn (wratiry fafi due as follows.. 2021 2020 thin year Between one and five years 55.1 83.514 58,323 38,907 118699 97.230 18. ANALYSIS OF NET ASSETS BETWEEN FUNDS 2021 Total funds 2020 Totsl funds lu[￿$ Fixed assets Current liabilities 13,082 439.932 13.082 6.805 453.J14 552 674 494.511 Page Continued... Carer Su rtwlltshi Notes to the Flnancral Statpments - continued fortho Year End￿ 31 March 2021 19. MOVEMENT IN FUNDS Net movEment in hJn¢ts Transfvrs between funds At 31.3.21 At 1.4.20 Unrèstrlcted funds General fvrKJ 425,685 27,329 453,014 Rsstdcted funds Appeal 2CI20-21 Community connectors appeal 2019-20 Lott8ry- upd8t& registr8tions wilh API to connect CLOG IA Grant Funding- Make a Fr*TrJ Be Friend Prol Olhergrant5 for snall proje BAME Outreach worf( (Zurithl NHS Investors in carEts IDolkit GWH Carer Hub (Zurich) Hospital Outrea(* Wor.( Talk & Support expans.on Iwffts community ftTrundabonl Conne￿Ing carèr serviw (carers trust) Arrned forces co¥enatrt fund Lottery- CQWD-19 Coun8dling pr(40 y￿ng Adult Carers Dors* Talk & SupFy)rt- L)orset community foundation Grants for eargrs from grant making trKJ5 SupportWoth- ycuNJ adult ca.w grants 21.763 {4.6231 21.763 20,834 2.830 4.159 11.346 4.159 16,440 2.350 5.633 6.810 502 5,633 12 7741 502 11,6 I15.(￿) 11,e86 15.￿6 (1,5B7) 1,587 6,653 30,834 99,660 TOTAL FUNDS 494.511 58.163 552,674 Page 37 continuad... rsu rtwritsh Notss to the Financlal Statements - contlnued for the Year Ended 31 March 2021 19. MOVEMENT IN FUNDS- confjnued Not movement in funds, induthd in lh8 abov8 are as fDJIows.' In(x)ming resour Rèsourtss MovemÉnt expend in ftjnds Unr•strlet•d fvnds General fund 1,547,515 11,520,188) 27,329 R•strJetèd funds AF￿al 2J20-21 Community ￿nn￿rIotS appe812a1&20 LcTrttery- update ￿gIStrati(￿S wth API to connect CLOG Zurich Conmunlly TtrJst Other grants for small proje(#s 8AME Outreaen wortl Izurichl NHS Ir.vèstors In carers t￿IkIt GWH Carer Hub Izurithl Hospttal Outraach Work Tal.{ & SuFPOrt expansion IWI co.mfflunity fOU￿a￿OnI Connecting carer SeThi￿ Icarer5 trust) Armed force5 [￿Ve￿ant rund Lottery- COVID-19 Coun89111￿ propd You.-Ig Adult Carers Dorset Talk & Support- Dor5el cLYnrnunrty f(AJn(Jation Grants for carers frorn grant rnakiro fijnds SupportWotk- young adu￿C8rer grants 27,342 1.411 15,579) 16.034) 21,763 14.6231 46,700 2.931 20.712 4,663 16.5 143,8701 12,9311 {15,61ei 12,3131 {10,8671 12,7741 12.4981 2,830 5,094 2,35D 5,633 12.7741 502 8.586 27.569 16,744 41.320 18,586 127,5691 116.7441 129,6341 115,0661 11.688 115,0661 4.000 17,168 {4,0001 117,1681 18,3241 3,439 TOTAL FUNDS 1.807.924 1,749.7611 58,163 Page 38 continued... Carer Su rtwlltshlre Notes to the Financial Statemgnts . ¢ontinu forthe Year Enjjed 34 March 2021 19. MOVEMENT IN FUNDS - contlnued Comparatives for movement In fund5 T￿nSfer5 between moV￿nent in funds At1.4.19 31.3.20 Unrostrlcted funds General fund *144.762 {53,9351 34.858 425,685 R•strlctod funds Wiltshire Coun¢i.- Transibor Incomè GeYer£tion- Appeal12019r201 Income Genardb'on Ti.mè fcr Carars AtV8al {2019QOI In￿)ma Generation Communty Conneciors Appg8112019r20} other Gr8llts LA Grants Fur.ding- Make a Friend Be a Friend FrO￿t Re￿rnerS Project Ycung Adult Carers Yory Adult Caret5 Gfatts Grant Applution Pro￿S￿l[￿j Zurich- GWH Carers Hub Am8d Fortss Covenant Fu Big Lott6ry- Amtiassg*or roles Big Lottery- Ovt of H(MJ Dorset GP Project 45.258 145,2581 116,6JJl 13,6661 16.6r 12,1371 5,803 18,0 112.9161 20,275 25.451 11.346 3,493 11,346 4,159 12651 95 4.801 11.5871 907 I10.1￿) 17901 {8,7481 1.9501 265 14.971 15, 4,801 11.5871 8.6TI 10.135 8.748 950 104.*1 11.277 34.858 68.826 TOTAL FUNDS 549 723 55.212 494.511 Comparative net movwnent in fvnd5. induded in the above are as follM.' Inc¢xnir resources Resoun￿ FI0￿ent e¥pended in funds Unr88tr1cted lund5 Gèneral ￿nd 1.287,088 (1.341.023) I53.9￿) Rostrlctsd fund5 witshir6 Counol- TransIt￿n$ Inc0￿e Generalion- Akweal12019r201 Income Generakn Ture for C8rers Ap￿ {2019r201 Incotne G￿er8110n C¢Jnrnunty COn￿¢t￿[S W" {2019r20) OLI￿r Grant$ LA Grants Funding- Make a FrieThJ Be a Friend Prc4ect Retutner5 Projei Young Adum C8rgrs YO￿ Adult Carers Grants Grant Application Pr(wsiTrJ Zurith- GWH Cèrers Hub Anred Fo￿8 Covonant Fu￿1 Big Lottery- Ambassador rcdes Big Lottery- Out of Hours Dorset GP Project 16.609 16.6 12,1371 112,9161 11.346 3.4 12651 (2.1371 {15.8231 16581 15731 {89.6651 I6￿) 12.5111 116.1141 17,8631 178,0471 17,7911 115.7491 2.9)7 12.0Tr1 e9.4 750 7,312 14.527 8,TlO 65.912 7,￿1 7,(X)1 4.801 It,5871 907 {10,1351 18.7481 217536 roTAL FUNDS 55,212) Pagè 39 continu￿... Ca￿r Su rtWltshlrn Notss to the Financial Statements - cOn￿nUed forth• Y•ar Endod 31 March 2021 19. MOVEMENT IN FUNDS . contin￿d General fuTh To trE applied to the weral tharitab￿ purws ol the organisal'on in any way the Trustees seg fiL Wirt3hire Coun￿l- TranS￿on$ w￿tshIre CourKil fuThJ for tranSt￿O￿al %wrk. InwnE Ge￿￿￿tiOn- Apw 120".9r201 sUppC￿ts ￿pa￿l raErs through the proM￿On of replacement car8 and social activtbes ￿￿t enaL*e to tske a break and reconnect wth ffiend5 and famlly. IncomE Generdtion TirrTe for Fundraising appeal to 8nable Care￿ to have a break from their caring role. Carors Appeal120191201 In¢cme Genèralon Communty Connect0￿ App8al12019r201 Fundr8i*ng app8￿ to enabl8 Care￿ to rx)rnb8t lon8Einèss and racon1￿t ¥￿th thwr corrjmunity. LA Grant Funding- Make a Friend Be a Frpnd Piojed FUn￿j by locaf H8aMh and w8111H￿ ￿8rd5 in Melksham, Corsh8m and Tro¥¥bridge. this prc¥eca auns lo ¢onne¢t Isol￿ people Wth club5 and groups in thei" CLKnm￿nitie$. CSW (￿:￿.e prr4e¢ de5unirrfJ, printing and p08ting FMXtcards, answ caL% atKI making refe￿￿5. R8tumers Proie¢t FundiThJ frcm Wmshire c￿Munity Foundation to support carers wishing to retum to WDrlL Young Adult Carers Monies hehj on behaNof Carers Tnjst far ￿rk wth Young Adult Carers, indudlng lunding r￿vEd frotn AWa￿S F?1 All Prrxxssiry ofgtant applrations lo variou5 ryanisations on ￿alf of car8r5. GrantAppli(ation Pr(￿S91￿a Zur.th- GWH Carers Hub FundiNJ frc*n Zufid) to 1x)-(*￿inat6 a waftj W￿Unta&r s6rvice, supetvisiro a iaam of up to ten trDkJnt8ers. Arrned For￿ Covenant Fund Prclect to provh* on base SUPFY)rt to Care￿ in military famil￿. Big Lottery- Amiassador r( Arnbassthor rdes p.. ciect to r￿f( volunteers inlo amtrossador roles to ralse (arer awareness in tho cx)Jr,minty. Blg Lottery- Out of Hou Project to recluit Voluntee￿ to support achI￿onal out of hourn social ad￿lty and r Sup[￿{L Dorset GP Prqa( GP Attr￿lts￿on roll￿1 wt in Dor8et GP Pr&tth8. Lottery- (pdate reoistrations bwth IMpr￿d online (￿J￿*￿tion to mak6 fomis more user frieThJty and autcAnaUcal API to connect CLOG add da'2 to CLOG Iratherthan Admin rnanuallyl. Also rarers with informafion aThJ I nks specific ￿ t￿r (aring $i￿atiOn. BAME outr8ach Izurichl NHS investors in (arers todkil W(xkro vfith ts multpfrdith forwn tD strengthen links and raise awareness ofcarer5 within BAME c(¥mmunity. Hosixtal cyjtreach Raisi￿ aydreness aThY improwiro 1denlfi¢￿ts0n of ￿re[S in ho¥itsls with posters. flets. caros, wjlu'nteer unifonns and iarer frRndly b•Jges for hosp4tal staff. Talk & suppcrt expansion To expand our extsting Talk and Sutwort proj￿ in ￿￿pOnSe to Co*Td-19. Comtnunity Foundab'onl ConnediryJ Ca￿ (carers tsusti ExpansK)n of tall( arKI sffjp(Ki arKJ ￿11tH￿j cAls to dinic811y vulnetatAE or i8olate(S. 4150 •rers ￿l,9d to dale. Lottery- COVID 19 Co￿Se,,11.￿g project Fund￿9 I￿r￿￿lIng sessK)ns for (¥rgTS impgth by COMD. Dor5eL Talk & Support- Ooiset Comrnunity Foundali To la(tnth a T8U( Support 8trM(* in D¢ml. prowthng bofrEn¢*"ng call$, Page 40 Caror Su rt Wltts Notss to thè Flnancial Statemonts- con￿nUed for the Year Ended 31 March 2021 RELATED PARTY DISCLOSURES Ther8 W8r8 no rèlated party trans&tv)ns lorthè ￿rer￿l•j 31 Marth 2021. Page 41