TRAFFORD ca(s WE CARE BECAUSE YOU CARE Annual Report April 2023 - March 2024 IL Charitable Company Limited By Guarantee Company Number 04695523, Registered Charity 1102075
Contents Legal and Administrative Information Vision. Values and Goals Achievements and Performance Highlights Responding to the Cost of Living Crisis Volunteering Financial Review Future plans 10 Structure, Governance and Management 11 Risk Management Trustees Responsibilities in relation to the financial statements 14 Independent Examiners report 15 Financial Statements 16 Notes to the Financial Statements 19 rRAFFORD CARERSCENTRE TRUSTEES REPORT YEAR ENDED 31 MARCH 2023 PAGE I
Legal and Administrative Information Trafford Carers Centre is a company limited by guarantee, number 04695523, and a registered charity, number 1102075. The principal office address and registered office is 9 Springfield Road, Sale, M33 7XS GOVERNING DOCUMENT Memorandum and Articles of Association THE COMMIThEE AND TRUSTEES: Chair Catrina Walker-Jones Other Trustees Kerry Blackhurst Rachel Cossey Akilah Akinola Lindsey Mallory Ralph Ellerton Klaus Bohne Senior Management Team Michelle Grogan - Chief Executive Officer Simon Locke - Deputy Chief Executive Officer Devan Storey - Carer Engagement & Support Manager Janine Pates - Adult Casework Team Manager Shay Garry - Young Carers Project Manager Independent Examiner Salisbury & Company Business Solutions Ltd Irish Square, St Asaph, LL17 ORN Bankers The Royal Bank of Scotland PIC Redheughs Avenue, Edinburgh, EH12 9JN TRAFFORD CARERS CENTRE TRUSTEES REPORr YEAR ENDED 31 MARCH 2024 PAGE 2
Vision, Values & Goals Our VISION is to promote a society in which carers are fully understood, valued and supported. thus enabled to perform their critical, unique role as effectively as possible. Our VALUES Responsive - we respond, we stand out and act Influence - we aim to influence professionals and members of the community of the value carers and caring brings Supportive - we strive to make sure carers are supported throughout their journey and we are supportive to our own staff and volunteers Empathy - We understand the caring journey, we respect the contribution that 7 million people each year make and we understand the impact caring can have Our GOALS Carers know about the Centre, find it accessible and perceive it as a service for them Carers are educated about services, their rights and other information they need to carry out their chosen caring role effectively Carers are able to recognise their own needs as important and are supported to take action to improve their lives Carers will feel less stressed and isolated and feel more healthy and confident and thus better able to carry out the role they choose Carers will have a stronger voice in service development and the Centre will help to ensure that services better fit carers, needs The Carers Centre team are supported to develop and are committed to continual improvement so that carers stay confident in the quality of the Centre's services The Carers Centre will endeavour to grow and develop in accordance with carers needs and will use its resources effectively and efficiently As my mwn pt a lÈitle bil objei am lefy awe, I fow#J my2elf more regularW ar then theckty in wlth her on the phme multwe tsnei Ilrlng the lau. th ITd fkne and I WOTrled that the mwj fal or fed lonely mfiny of hei ftlendg hal paigeil awa I work ftll tlme and hve a famlbj of mu own I wag flh It haro to Wle evetytith l eame a¢ro# Trafforl Careri CentTe Wh I wat rete¥clffig to help my njn. I feli go retteved to fmd thet there a seThl¢e thfit wwjd mi IL wagnt Jurt waetkal every per8on I wkt to made me feel the mort Im[t person 8ik1 they hew me to lee I needed to focui on h* me cfire for m(Th I dhjnl reath how exhfyugted I hid be TRAFFORD CARERS CENTRE TRUSTEES REPORT YEAR ENDED 31 MARCH 2024 PAGE 3
Maximised income by £234,S43 through benefits and granls 383 ¢areis benelitted Irom counselling 287 carers aceessed ahernative therapies 801 adult carers groups and activities deliverpd 1081 new carers reglstered k¥A es Ings earn rom e eourse, was ave morè elf-esteem now and feel more positive in facing difficulties and coping better in my Caring role. We were l encouraged to Concentrate on what we were grateful lor ach day. I feel less isolated and am willing to join other upport groups now. The homework ol creating a positive 15ion board about ourselves was empowerin9 as mpha$ising oui good attributes is ery bèneftcial. The othtrr homewo f planning a chart of all our aetiviti88 or a week and making space for njoyable activities to include eaeh eok was very helplul. l intend to mphnntthii inlutur•. .1 have really enjoyed tho Equine therapy. Magic Ithe horsel wa$ so gentle and Calming with me, I felt very relaKed whe I was with him. I will rèmembei this for ltsng time. 'The Carers Nurse 18 an exceptional nurse not only professional but has the right petsple skills and mannerisms to be able to carry out hei job whilst making me feel that somètsne wants lo listen and cares #bout my hèalth. The experience is rnuch bettef than my GP as I appreciated the per$anal touch and the the time allocation, a8 in the GP the servictt is quite rushed. I was so happy that I was given an on-the-spot Cholesterol report. I do not feel like a statistic. I feel th•t sotneone is taking time with m• to make sure that rny health i# th• best it can be.. 144 Cdrers accessed a physical & mental wellbein9 health check 47 carefs releired lor complex mental health support 1281 carers were ferred inlo the service 219S hours ol volunteerin9 817 carers accessed a stdlutory carers 355e5sment / review I'm absolutely delightd for W and l ean't thank you th enough fgr everything you have donelll nchArts was a Godsend {still isl. W is a fantastic xample of how iea¢hing out lor help (and making the osl of opportunttie5) can turn your lite arDund. Thank you so much for everything. W8 are undtsr no illusions that hings could still b¢ tri¢ky going forward but we're takin9 one step at a time and l am so proud of W. He's amazing. Thanks a9ain. °It helped me to rèlax 4nd feel r&4dy to care agaift. 'Can l just say how much my girls have benefit•d so muoh so lar from this eoursg. Although they still have a lot ol anxieties we ara usin9 some of the techniques that Nina talks about when we are'oul and about- to try to calm their nerve$. The $efvice you provide and allow these young ¢arers to cces$ is invaluable to families like mine. To know that th•y have $uppoit fiom yourself and that th•r• a¥• others +n the same position as themselves for peèr support is amaing. Also allows thern to be children and h•ve a break when they're with you. Th•nk you so much lor th¢ time and dedication you give to th85e childlen . arKI thèirtsm41.° Definitely it's b08n a long time since I tated myself... I'm vèry 9rateful lor your help. 55 Young Carers accessed group sessions online 240 Holiday A¢tTrvity place available to youn9 carers 77 carers ielerred to their GP lo reduce and prevent serious physical hea5th issues 566 carers were supported to maxlmige in¢?me 141 a¢ce55ed in-person young carev session5 esterday it was my day ofl $0 I could go and do $omething just tQT myself (nom)ally l itruggle with child care). I have had a nice afsage and it was a nice aft$rnoon. ven though my life can b8 he¢tic, I felt SO grat¢ful for il and people like yo¢J, who alway helping me. I'm $ure you hear this many imgs but let m8 say that yo¢Jr work 18 extraordinary and you do big diffèrence in people'$ lil¢. nce a9ain, I'd like to thank you all at Tralloid Car8r%. 'please note names have been thanged to protect idtntity RAFFORD LARtiRS CENTRE l fEES REPORT YEAR ENDED 31 MARCH 2024 PAGE4
Highlights Carer Engagement Project Our Carer Engagement Programme funded by L&Q (Formerly THT) went from strength to strength with a focus on supporting carers to strengthen emotional resilience and reduce isolation through a series of activities and events. Carers had the opportunity to access over 800 sessions delivered throughout the year. Sessions offered include: resilience workshops, walking with Mileshy, gardening, Black History Month celebrations, Older People's Day boat trip, walk-talk-create at RHS Bridgewater and afternoon tea deliveries to isolated carers. We are very grateful to L&Q for their support and also to GMIC-Trafford and The Albert Gubay Foundation who will support the continuation of the project. Hospital Support Project Through Winter Funding we have been delivering a project to provide support to carers who are caring for someone in hospital. Carers often tell us that during a hospital stay they are often left out of conversations and don't feel their voice is heard. particularly at the point of discharge. Over the last 12 months, we have been co-producing helpful resources with carers to support other carers thiough their hospital journey. These resources include an information booklet and a series of informative videos (Use the QR code to link to our videos) We are engaging with Greater Manchester Combined Authority to explore continuation of the onsite support through the Accelerated Reform Fund recently awarded to the Greater Manchester ICB. Carers Week & Carers Rights Day Carers Week and Carers Rights Day has provided us with the opportunity to highlight the impact of caring through groups, activities and events. The national events focused on reaching hidden carers and helping them to understand their own rights. Thiough both events we partnered with a number of key partners to deliver information, advice, workshops, health checks and time out opportunities. Sustaining Carer Support We are now years into our statutory contract and we continue to shape the service to deliver the co-produced specification to support carers in Trafford while also exploring further funding opportunities to help expand our portfolio of support to prepare our position for future tendering. We are really proud to be supported by Oglesby Trust, who are helping Trafford Carers to increase our footprint with other funders to create a more sustainable future for quality carer support. We have focused on creating a sustainable increasing awareness of carers in Trafford, increasing our activity with Trafford Partnerships, Neighbourhood Partnerships and Trafford Community Collective. TRAFFORD CARERS CENTRE TRUSTEES REPORT YEAR ENDED 31 MARCH 2024 PAGE S
Highlights Measuring success Data is collected from all carer interactions and recorded. Quarterfy monitoring reports are submitted to funders and the Board of Trustees for review. The team migrated to a new client management system which will improve data recording and enhance reporting features. Staffi ng Over the last year we have welcomed new staff and promoted from within to strengthen our teams. Janine Pates was promoted to Adult Casework Team Manager in July 2023. Janine has been with Trafford Carers Centre since 2014 and brings a wealth of casework management experience to the role. Devan Storey has been promoted to Carer Support & Engagement Manager to continue the delivery of the L&Q project to reduce carer isolation. Faith Parker joined the team on a 12 month contract to support the delivery of a Hospital Support Project. developing resources, fostering relationships within the hospital and providing onsite emotional support. Grant making policy Trafford Carers Centre administers the Carers Support Fund and crisis fund as part of the contract with Trafford Council and NHS Greater Manchester Integrated Care - Trafford. Through well-being funding to support a proof of concept project for individualised personal budgets Trafford Carers Centre has also administered individualised personal health & wellbeing budgets to improve health outcomes. Following a carers assessment, review or health check. carers can apply to access these funds to support their health and wellbeing needs. Carers can be awarded up to £300. Fundraising performance Over the last 12 months we have strengthened our fvndraising footprint by employing a fundraising officer to raise our profile in the community. Kirsty, who is a carer, works I day a week allowing her to work flexibly around her extensive and challenging care role while also supporting Kirsty to increase her confidence with returning to employment. Kirsty is no stranger to fundraising as she had been volunteering in her own time to raise funds for Trafford Carers Centre as well as lead the Knit and Natter group. In the first few months Kirsty has built relationships with a number of businesses and individuals to increase funding opportunities. A team of 30 people took part in the Great Manchester Run and towards the end of March Kirsty convinced a number of people to walk on hot coals, including Trafford's Mayor, Delores O'sullivan. Kirsty will focus on building a team of fundraising volunteers to support both fundraising and raising awareness.
4 rve been a carer for my husband wlth Parking9 Disea for 9 yearg 8nd had support frm Trafford Carer9 Centre for mogt of that tkne. A coule of yeari ago l rtarte vohjnteering for the Carerg Centre. when the po8ltlon Communltu FundraIr became av&lable it was a perfect opportunlly for me to be able to l¥e bac TRAFFORD CARERS CENTRE TRUSTEES REPORT YEAR ENDED 31 MARCH 2024 PAGE 6
Reducing isolation & Improving wellbeing Through our dedicated Carer Engagement Programme, funded by L&Q we have built a programme of wellbeing events and activities by partnering with key stakeolders. One such partnership has been with the RHS Bridgewater Wellbeing Scheme, where non-profit organisations can visit the gardens for free and take part in a wellbeing activity which could be in the form of forest bathing, clay moulding, haniesting the plants, arts and crafts and some walking too. Over the last year we have delivered 12 sessions, inviting 15 carers to join us at each session, both of which were very successful. We have been really impressed with RHS Bridgewater and their commitrnent to making the gardens accessible for all. Carers who struggle with mobility have been offered mobility aids to help them navigate through the large garden and wellbeing is really key. Carers have also been offered the opportunity to stay after the session to further enjoy the attraction. The activity also welcomes the cared for meaning those carers that struggle to airange respite support don't miss out. -1 thought this momings event was laniastic and jusi the sorl of bréak from our daily r.eality that carers need. I'd detinitely go again. I coiildn't:fautt it despite the rain." We were really pleased to receive the following report from a carer. We werent sure what to expect, but we had a very enjoyable time. We were led round the well-being garden and various other garden areas by friendly staff. This included the community &lotments which are available free to local Salford residents, groups and are exemplary. The new buildings and use of water were spectacular and the gardens were looking gorgeous. The intermittent rain was no problem, as there were places to shelter. We had an activity session in one of the polytunnels which was set up for pntIng and clay work incorporating natural components (activities may vary on different visits). The visit was two hours long altogethei, and we were free to explore further aftemards if we had time. It was a morning visit, just after the Gardens opened, and there were few people around at first, but it filled up by lunchtime, and the queue at the restaurant was far too long to be tempting. You need to make your own way to Worsley, but good signposting and the road signs made for the RHS make it easy. And everything was free - whats not to lovel After this successfvl visit Devan hopes to arrange several more. It is easier to get slots during the winter season. I hope this helps you and your groups know what is available in this event, and that some of you benefit in the future from a very pleasant and relaxing visit. TRAFFORD CARERS CENTRE TRUSTEES REPORT YEAR ENDED 31 MARCH 2024 PAGE 7
Volunteering As an organisation we are very thankful for the time and dedication of our volunteers. Throughout the year we have been supported by over 50 volunteers including counsellors and group activities delivering in excess of 2000 volunteer hours. Our volunteer co-ordinator, Angela, has been working closely with Trafford Collective's Volunteer Co- Ordinators to increase opportunities and recruit more volunteers into a variety of roles. We held a thank you event for our Volunteers in June as part of Volunteer Week, providing an opportunity for volunteers to meet each other and share their ieasons for volunteering with Trafford Carers Centre. Befriending with Trafford Carers Centre Our befriending seNice continues to be a key area of volunteering and support for carers. A number of the volunteers are former carers who understand how isolating the role can be. For many the weekly phonecall is a lifeline. Over the last 12 months over 800 befriending sessions were delivered. '1 provided palliative care for my terminally ill father until he passed away in 2007. Before he died, I promised that I would take care of my mother until her passing away in June 2023, which we shared 16 wonderful years together. My mother suffered with vascular dementia in the last 18 months of her life, and along with her increased limited mobility, her disabilities severely took its toll on her frail body. Due to this, I was her primary carer. I then registered with Trafford Carers Centre. From Trafford Carers Centre, I received Counselling, attended the Resilience Course piovided by Nina Kundi and was seen by the Carers Nurse. Since her loss of life, I felt a compulsion to care for someone and in September 2023 through an external organisation, began to provide voluntary respite for a lady whose husband is suffering with dementia. I take him out for walks in the country and a bite to eat. This gives me a welcome distraction from my grief. In February 2024, 1 began befriending a lady through Trafford Carers Centre, which is a weekly phone call giving her an opportunity to talk without bias or judgement. I hope to carry on providing care as a volunteer and as a result, l endeavoui to further this by starting a career in this industry. "My befrienoer hag helped me go much agl look forward to her cau every week for a go chat and a laugh. The befriender li bubbhj and fun algo very undergtsnding and swnpathetlc. I do gometlmeg prattle (m but ghe sten8.1 can talk to her about everylNng which help9 me." TRAFFORD CARERS CENTRE TRUSTEES REPORT YEAR ENDED 31 MARCH 2024 PAGE 8
Financial review Our main source of funding continues to come from Trafford Borough Council and NHS Greater Manchester Integrated Care - Trafford This covers the statutory duty delegated to Trafford Carers Centre and provides funding towards other services to support carer health and wellbeing. Funding Sources We continue to be supported by Oglesby Trust to support core costs beyond the reach of OUT Statutory funding. Oglesby Trust have also supported the organisation with expert advice and guidance. We were deeply sorry to hear of the passing of their Chair, Kate Vokes and her son in December 2023. London & Quadrant funding completed at the year end to develop a programme to reduce isolation. Additional funds have been secured from GMIC - Trafford to continue to support carers wellbeing. Through Winter Funding Grants we secured funding to deliver support to carers who are supporting a cared for in hospital, helping them to navigate the discharge process. As part of a commitment to support carers into employment we have invested fvnds to support community fundraising. This role will support diversification of funding streams. The trustees have power to invest surplus funds in investments. securities and property as they think fit. The current policy is to follow a prudent "no risk" policy of investment - cash can be invested only through a recognised clearing bank, Provided that such accounts have a competitive rate of interest. Investments The reserves policy is to hold three months running costs. Based on forecast expenditure (revised in lieu of the cost of living crisis) for 2024125. this should equate to £170,000. As at 31 March 2024, there is £174,448 unrestricted, undesignated resenies, over and above the minimum required level. Total reserves held is £344,448 Surplus reserdes will continue to support us to navigate the cost of living increases and allow for development of plans to relocate the Carers Centre which will accommodate growth and a higher level of Carer Engagement activity. Reserves TRAFFORD CARERS CENTRE TRUSTEES REPORT YEAR ENDED 31 MARCH 2024 PAGE 9
Future Plans As we enter into the 3rd year of our statutory funding we continue to support delivery of the action plan and the six 'l' statements through partnerships, serrfice delivery and advocating for carers in Trafford across strategic Boards and partnerships to ensure carers are included in all conversations. We are now a key partner in Neighbourhood Groups, Trafford Collective and Trafford Partnership. I will be identified as a carer as early as possible, be informed, be respected, be valued and included. I vvill have choice and control about my caring role and will get the personalised support need as a carer. I will be able to stay healthy and well and my needs and wishes will be recognised and supported. We will continue to develop partnerships to deliver services in neighbourhoods of our Borough and in collaboration with strategic partners to increase awareness and strengthen identification to enable carers to Stay healthy and well, without travelling too far. We will be working with Public Health Fairer For All following a vote to ensure carers are considered and prioritised in all aspects of public health delivery plans. I will be socially connected and not isolated. Our Carer Engagement & Support team will continue to develop our portfolio of activities and events, enabling carers to build peer social netsvorks and increase opportunities to take much needed respite. Carers Week will be an opportunity to put carers on the map Ihrough a partnership led event engaging carers, services and businesses. I will be supported to fulfil my educational and employment potential and where possible maintain employment Our focus will be to support the Carers UK Employers for Carers membership of which Trafford Council is the membership lead. This will involve workn.ng with key stakeholders across Trafford to help them achieve the quality standards that will see them recognised as a good employer for carers. If l arn a young carer or young adult carer, I will be supported to be able to thrive and develop educationally, personally and socially, and I will be protected from excessive or inappropriate caring roles. We will be co-producing a dedicated Young Carers in Trafford Strategy to raise young carers voices and develop the project, identifying clear goals and outcomes. We will be increasing our outreach to schools to raise awareness and rovide onsite and accessible support. TRAFFORD CARERS CENTRE TRUSTEES REPORT YEAR ENDED 31 MARCH 2024 PAGE 10
Structure, Governance & Management Organisational structure Trafford Carers Centre is a company limited by guarantee and a registered charity. We are governed by our rnemoiandum and articles of association. The governing documents instruct the trustees to act in a way to promote the objects of the charity. Decision making The board of trustees delegate the day-to-day operational running of Trafford Carers Centre to the Chief Executive Officer, supported by their senior management team. Trustee recruitment Trustee vacancies are advertised publicly and applicants are invited to contact the chair of trustees for an infoimal conversation before applying. Once an application is submitted, following a meeting with the chair and approval from the board they will be invited to attend a meeting. Their appointment as either a trustee or co-opted member will be voted on at the next trustee meeting. Those appointed as a trustee will have to stand down at the AGM and be formally appointed by members. Trustee induction and training Once appointed, trustees will be issued with a welcome pack including their responsibilities as a company director and a role description. They will get a tour of the organisation; an overview of services delivered and meet the staff team. They will be allocated a 'buddy' trustee who will oversee their induction. The chief executive officer will make arrangements to support any identified training needs and will be available to discuss the role as required. Remuneration The board of trustees are the directors of the charity and, along with the chief executive officer, are responsible for directing, controlling, running and operating the charity on a daily basis. All directors give their time freely, any expenses related to the duties carried out by directors and related party transactions are listed in the notes to the accounts. In this reporting period, no director received remuneration, there were no director expenses or related paty transactions. Staff pay is set and reviewed in line with the National Joint Council for Local Government Services. Carers Trust membership As a Network Partner of Carers Trust, we have access to their branding, resources and advice, publications and we are able to apply for grant funding. This does not impact on the operational policies adopted by Trafford Carers Centre. TRAFFORD CARERS CENTRE TRUSTEES REPORT YEAR ENDED 31 MARCH 2024 PAGE 11
Risk Management The Trustees are responsible for ensuring effective risk management and ensuring that appropriate measures are in place to manage risks. On an ongoing basis risks are reported to every main board meeting (six per year) to keep them abreast and up to date with the main current issues and the actions being taken to mitigate these risks. Risk Consequence Actions taken Hybrid model of Working adapled to provide flexibility of home working & place- based working. Mentd wellbeing sessions & access to online resources to support wellbeing. Implementation of staff socials. Efficiencies being implemenled thTouoh Charity Log to improve recording. Staff required to be in one day a week Meeting regularly fate to face Cost of living crisis adding pressure on seNFce delivery and staff Increased numbers of carers needing support. Emotional wellbeing of staff impacted. Cost of Living increase l uncertainty ot political & world circumstances effecting cost of living and financial Raised transport costs. Industrial actions impacting on Iravel, food, fuel. Hybrid working model for staff io reduce travel. Resources provided to improve mobilty of seNice delivery. Accessible seNices through place based offer. Scheduled activity and event plan to reduce isolation. Increase in fvnds available to support individual carer grants. Benefits adwsor directly suppoiing carers to rnaximise income. Cost of Living increase - carers Increased numbers of carers accessing the service. Regular reporung to Chairman and Board of Trustees. Regular reporting lo commissioners and funders, strategies developed for key areas of focus. Carer Engagement & Support Manager delivering a two year funded prooramme and delivery of 'forum' activity through existing Intern and external groups. Underperforming Charity, lacking diTection. risk of failure of contract delivery. Lack of strategic direction Development plan for Trustee support, including shadowing in key business areas, development and sign off of strategic plan and fomiation of task and finish roles to support the improvement of the oroanlsation as a whole. Ensure a high calibre of Trustees and ensure quality and consistent performance Effective board lo govern the OTganisation, steer strategic direction and protect assets TRAFFORD CARERS CENTRETRUSTEES REPORT YEAR ENDED 31 MARCH 2024 PAGE 12
Risk Consequence Actions taken Annual salary review agreed to take place ahead of budget agreemenL Cost of Living payments to be reviewed annually in line with inflation and budgetary impacts. All staff provided wilh atcess to online suite of training courses Hybrid working model in place offering flexibility to work from home, office and community based PTovision of individual counselling and group supeNsion to reduce impact on menlaj hedth. Covproduction ol leaming & development opportunities. Regular team building opportunities. Poor attraction and retention of slaff Inability to deliver seNice Community Support & Engagement Manager recruited to strengthen partnerships and longevity of carer groups Community Collective membership to enhance carer support across the borough CareT Partnership Board to drive implementation of the Carer. Family & Friends Strategy supporEing the wider delivery of carer support. Fundraising strategy lo be developed to diversify income. Community Fundraiser joining the team in September 2023 to support income opportunities. Reduction in Council & Comrnunity re50uice Effect of relention & trUItMent effeIng wider partners and delivery of careT support TRAFFORD CARERS CENTRE TRUSTEES REPORT YEAR ENDED 31 MARCH 2024 PAGE 13
Trustees Responsibilities in relation to the financial statements The charity Trustees (who are also directors for the purposes of company law) are responsible for pieparing a Trustees, annual report and financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice). Company law requires the charity trustees to prepare financial statements for each year which give a true and fair view of the state of affairs of the charitable company and of the income and expenditure of the charitable company for that period. In preparing the financial statements, the trustees are required to: select suitable accounting policies and then apply them consistently; obserrfe the methods and principles in the Charities SORP; make judgements and estimates that are reasonable and prudent; state whether applicable UK accounting standards have been followed, subject to any material departures disclosed and explained in the financial statements. prepare the financial statements on the going concern basis unless it is inappropriate to presume that the charity will continue in business. The Trustees are responsible for providing oversight of proper accounting records that disclose with reasonable accuracy at any time the financial position of the charity and to enable them to ensure that the financial statements comply with the Companies Act 2006. They are also responsible for safeguarding the assets of the charity and the group and hence taking reasonable steps for the prevention and detection of fraud and other irregularities. The Trustees are responsible for the maintenance and integrity of the corporate and financial information included Dn the charitable company's website. Legislation in the United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions. By order of the board of Trustees Signature Catrina Walker-Jones (Chair) Date: 21st November 2024 TRAFFORD CARERS CENTRE TRUSTEES REPORT YEAR ENDED 31 MARCH 2024 PAGE 14
Independent Examiners Report Independent examiner's report to the trustees of Trafford Carers Centre {'the Company.) I report to the charity trustees on my examination of the accounts of the Company for the year ended 31 March 2024. Responsibilities and basis of report As the charity's trustees of the Company (and also its directors for the purposes of company law) you are responsible for the preparation of the accounts in accordance with the requirements of the Companies Act 2006 ('the 2006 Act,). Having satisfied myself that the accounts of the Company are not required to be audited under Part 16 of the 2006 Act and are eligible for independent examination, I report in respect of my examination of your charity's accounts as carried out under section 145 of the Charities Act 2011 ('the 2011 Act,). In carrying out my examination I have followed the Directions given by the Charity Commission under section 145(5) (b) of the 2011 Act. Independent examiner's statement Since the Company's gross income exceeded £250,000 your examiner must be a member of a body listed in section 145 of the 2011 Act. I confirm that l am qualified to undertake the examination because l am a member of the Institute of Chartered Accountants in England and Wales, which is one of the listed bodies. I have completed my examination. I confirm that no matters have come to my attention in connection with the examination giving me cause to believe that in any material respect.. l. accounting records were not kept in respect of the Company as required by section 386 of the 2006 2. the accounts do not accord with those records; or 3. the accounts do not comply with the accounting requirements of section 396 of the 2006 Act other 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 4. the accounts have not been prepared in accordance with the methods and principles of the Statement of Recommended Practice for accounting and reporting by charities applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102). I have no concerns and have come across no other mattels in connection with the examination to which attention should be drawn in this report in older to enable a proper understanding of the accounts to be reached. Signed: Paul Jason Matischok FMAAT FCA Date: 21st November 2024 Address: Salisbury & Company Business Solutions Ltd, Irish Square, LL17 ORN TRAFFORD CARERS CENTRE TRUSTEES REPORT YEAR ENDED 31 MARCH 2024 PAGE 15
Financial statements Statement of Financial Activities (including an Income and Expenditure account) For the year ended 31 March 2024. Total Unrestrlcted Restrlthed Funds Funds 2024 2024 2024 2023 Notes Income Donations and gifts 55.392 251,631 307,023 164,022 Income from charitable a¢tiwties 425.300 425,300 417,606 Investment Income 4.510 4.510 755 Total Income Expenditure Costs of raising funds 13,535 Expenditure on charitable actileS Total Expenditure 433ALg 218N71 651,889 647,495 Net Expendlture 51,784 33,160 {65,1121 Tranfers bets*en lunds 1121) 121 Net movemeni In funds 51,663 33,281 {65,112) Total funds brought foThvard 292.785 71,158 363.943 429,055 Total funds Carried forward 14 104439 448,887 363,943 The Statement of Financial Activities includes all gains and losses recognised in the year. All income and expenditure derive from continuing activities. The notes on pages 20 to 29 form an integral part of these accounts. The statement of financial activities also complies with the requirements for an income and expenditure account under the Companies Act 2006 TRAFFORD CARERS CENTRE TRUSTEES REPORT YEAR ENDED 31 MARCH 2024 PAGE 16
Balance sheet Company registration number: 04695523 Balance sheet As at 31 March 2024 Notes 2024 2023 Flxed Assets Tangible Assets li Current Assets Debtors 12 35,217 34,596 Cash at bank an(J in hand 423.584 335 941 Creditors. anvjunts fdling due within one year 59 Net Current Assets Net Assets Financed by Accumulated Funds Unrestricted funOs- Generaj 14 344.448 292,785 RestrlcEed funds 14 104,439 71,158 The company was entitled to exemption from audit under S477 of the Companies Act 2006 relating to small companies. The members have not required the company to obtain an audit in accordance with section 476 of the Companies Act 2006. The Trustees acknowledge their responsibilities for ensuring that the charity keeps accounting records which comply with Section 386 of the Act and for preparing financial statements which give a true and fair view of the state of affairs of the charity at the end of the fi.nancial year and of its incoming resources and application of resources, including its income and expenditure, for the financial year in accordance with the requirements of sections 394 and 395 and which otherwise comply with the requirements of the Companies Act 2006 relating to financial statements, so far as applicable to the charity. These accounts have been prepared in accordance with the provisions applicable to small companies, subject to the small companies, regime and in accordance with FRS102 SORP. The financial statements on pages 17 to 29 were approved by the board of trustees on the 21st November 2024 and signed on its behalf by: Catrina Walker-Jones (Acting Chair of Trustees) Date: 21st November 2024 TRAFFORD CARERS CENTRE TRUSTEES REPOR T YEAR ENDED 31 MARCH 2024 PAGE 17
Statement of Cash Flows For the year ended 31 March 2024 2024 2023 Cash Ilows from operating actSvlties: Net income (65,112) Adlusted for: Depreclatlon Investment income (4,510) (7SS) (Increase) in Irade and other receivables 1621) {2.6151 (Decrease)lincrease in trade and other payables 3,320 {3.865) Cash generaied frorn operations: 83,133 (72,347J Cash Ilows from investing actlvitie$ Purchase of Propety. plant & equipment InteTe51 received 4.510 755 Net Increase (decrease) In cash & equivalents 87.643 171.592) Opening cash & ctsh equlvalents Ck•sing cash & cash equivalents 335.941 407,533 423.584 335.941 Movement In cash {71.592} TRAFFORD CARERS CENTRE TRUSTEES REPORT YEAR ENDED 31 MARCH 2024 PAGE 18
Notes to the financial statements For the year ended 31 March 2024 l. Principle accounting policies The principal accounting policies are summarised below: a. Basis of preparation The financial statements have been prepared in accordance with the charity's governing document, the Companies Act 2006, FRS 102 "The Financial Reporting Standard applicable in the UK and Republic of Ireland: ("FRS 102) and the Charities SORP "Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102)- (effective l January 2019)" Trafford Carers Centre meets the definition of a public benefit entity under FRS 102. Assets and liabilities are initially recognised at historical cost or transaction value unless otherwise stated in the relevant accounting policy notes. Accounting records and reports are maintained and presented rounded to the nearest GB pound. General Information Trafford Carers Centre is a private company limited by guarantee and is non-profit making. Trafford Carers Centre is incorporated in England and Wales. The principal place of business and registered office is 9 Springfield Road, Sale, M33 7XS Principal Activity The principal activity is to promote any charitable purposes for the benefit of carers, former carers and those working with and for carers in and around the Metropolitan Borough of Trafford and, in particular, the advancement of education and furtherance of health and the relief of povety, distress and sickness. b. Fund accounting l. Unrestricted funds are available for use at the discretion of the trustees in furtherance of the general objectives of the charity. 2. Designated funds are funds set aside by the trustees out of unrestricted general funds for specific future purposes or projects. 3. Restricted funds are subject to restrictions on their expenditure imposed by the donor or through the terms of an appeal. Preparation of the accounts on a going concern basis The financial statements have been prepared under the going concern basis. The trustees have carried out a review of the charity's cash flow and resources and are confident that the charity is able to meet its liabilities as they fall due for a period of at least one year from the date of approval of the financial statements. d. Income Income is recognised when the charity has entitlement to the funds, any performance conditions attached to the items(s) of income have been met, it is probable that the income will be received and the amount can be measured reliably. TRAFFORD CAREftS CENTRE TRiJSTEES REPORT YEAR ENDED 31 foARCH 2024 PAGE 19
Notes to the financial statements For the year ended 31 March 2024 e. Expenditure All expenditure other than that capitalised has been reflected in the Statement of Financial Activities on an accrual's basis. Expenditure is recognised once there is a legal or constructive obligation to make a payment to a third paty, it is probable that settlement will be required and the amount of the obligation can be measured reliably. Expenditure is classified under the following actlvity headings: • Costs of raising funds comprise fundraising expenses and the costs of operating wholly owned charity shops. Charitable expenditure comprises those costs incurred by the charity in the delivery of its activities and sewices for its beneficiaries. It includes those costs that can be allocated directly to such activities and those costs of an indirect nature necessary to support them. f. Allocation of support and governance costs Support costs have been allocated between governance costs and other support costs. Governance costs comprise all costs involving the public accountability of the charity and its compliance with regulation and good practice. These costs include costs related to statutory audit and legal and professional fees together and are included within charitable expenditure. g. Valuation and depreciation of fixed assets Fixed assets are included in the financial statements at net book value. From l April 2016 fixed assets are capitalised when purchased by the charity over £250. Smaller assets and equipment are expensed in the Statement of Financial Activities in the year of acquisition. Grant funded expenditure is expensed in line with receipt of the relevant grants. Depreciation is provided to write off the cost less the estimated residual value of tangible fixed assets over their estimated useful lives on a straight-line basis at the following annual rates: Computer Equipment 25 % straight line 25 % Straight line 250h straight line Office Fittings & Equipment Shop Fittings & Equipment h. Debtors Trade and other debtors are recognised at the settlement amount due after any trade discount offered. Prepayments are valued at the amount prepaid net of any trade discounts due. Cash at bank and in hand Cash at bank and cash in hand includes cash and short term highly liquid investments with a short maturity of three months or less from the date of acquisition or opening of the deposit or similar account. TRAFFORD CARERS CENTRE TRUSTEES REPORT YEAR ENDED 31 MARCH 2024 PAGE 20
Notes to the financial statements For the year ended 31 March 2024 Creditors and provisions Creditors and provisions are recognised where the charity has a present obligation resulting from a past event that will probably result in the transfer of funds to a third party and the amount due to settle the obligation can be measured or estimated reliably. Creditors and provisions are normally recognised at their settlement amount after allowing for any trade discounts due. k. Financial instruments The charity only has financial assets and financial liabilities of a kind that qualify as basic financial instruments. Basic financial instruments are initially recognised at transaction value and subsequently measured at their settlement vatue. Taxation The company is a registered charity whose charitable activities are fully exempt from United Kingdom corporation tax and capital gains tax. m. Operating leases Rentals payable under operating leases are charged on a straight-line basis over the term of the lease. n. Pensions The charity operates a defined contribution pension scheme. The pension costs charged in the financial statements represent the contributions payable by the company during the year ended 31 March 2024. o. Donated goods and services Financial donations are accepted in line with our gift and donation acceptance policies, and recorded when received. Gifts in kind, including retail premises, are not included in the financial statements, but where appropriate are mentioned in the Annual Report 2. Critical accounting judgements and key sources of estimation uncertainty In applying the charity's accounting policies, the trustees are required to make judgements, estimates and assumptions in determining the carrying amounts of assets and liabilities. The trustees, judgements, estimates and assumptions are based on the best and most reliable evidence available at the time when the decisions are made, and are based on historical experience and other factors that are considered to be applicable. Due to the inherent subjectivity involved in making such judgements, estimates and assumptions, the actual results and outcomes may differ. The estimates and underlying assumptions are reviewed on an ongoing basis. Revisions to accounting estimates are recognised in the period in which the estimate is revised, if the revision affects only that period, or in the period of the revision and future period5, if the revision affects both current and future periods. TRAFFORD CARERS CENTRE TRUSTEES REPORT YEAR ENDED 31 MARCH 2024 PAGE 21
Notes to the financial statements For the year ended 31 March 2024 Critical accounting judgements The critical accounting judgements that the trustees have made in the process of applying the chaiity's accounting policies that have the most significant effect on the amounts recognised in the statutory financial statements are discussed below. • Assessing indicators of impaiiment In assessing whether there have been any indicators of impairment in relation to assets, the trustees have considered both exteinal and internal sources of information such as market conditions and experience of recoverability. Key sources of estimation uncertainty The key assumptions concerning the future, and other key sources of estimation uncertainty, that have a significant risk of causing a material adjustment to the carrying amounts of assets and liabilities within the next financial year are discussed below. Recoverability of receivables The charity establishes a provision for receivables that are estimated not to be recoverable. When assessing recoverability, the trustees consider factors such as the ageing of the receivables, past experience of recoverability, and the credit profile of individual or groups of customers. Determining residual values and useful economic lives of property, plant and equipment The charity depreciates tangible assets over their estimated usefvl lives. The estimation of the usefvl lives of assets is based on historic performance as well as expectations about future use and therefore requires estimates and assumptions to be applied by management. TRAFFORD CARERS CENTRE TRUSTEES REPORT YEAR ENDED 31 MARCH 2024 PAGE 22
Notes to the financial statements For the year ended 31 March 2024 (continued) 3. Gifts and donations This represents income from fundraising events and other donations received Unrestricted Restricted 2024 2023 nter Funding 97,0 97,000 Carers Support Fund 60,000 40,(NJO Oglesby Twsi 40,000 40,0 43.500 Holiday Actimty Fund (HAF) 39,880 39,880 37,280 L&Q (Trafford Housing Trua} 34,804 29.531 GMIC- Traff(wd 17,5(M) 17.500 Trafford Collecdve Support 6.000 6.IX)O Young Carer Donations 255 1.197 1.452 NHS Vaccine Awareness 1.000 Warm Rooms Funding 250 250 Fundraising & Donall"ons received 9.137 9.137 1,614 Bounce Back Fund 1,200 Bike rlde for young carers 1,197 Other 450 Sale & DIgtrI Liorks 250 Total Donatlons & Gifts Income from charitable activities Unrestricted Restricted 2023 2022 Main Carers Centre Funding 42S.300 425.30QI 414.300 Survey Support 3.306 425,300 425.300 417,606 5. Investment income 2024 2023 Bank interest receivable 4,510 755 TRAFFORD CARERS CENTRE TRUSTEES REPORT YEAR ENDED 31 MARCH 2024 PAGE 23
Notes to the financial statements For the year ended 31 March 2024 (continued) 6. Analysis of expenditure on charitable activities Unrestricted Restricted Totoj 2024 2023 Indiwdual Carers Grants 16,984 115.728 132,712 1.554 Staff costs & expenses 363.552 80,395 443,947 421.587 Buil(J running costs 23,752 3.531 27,283 32.848 Resources 2,964 12.8SO 7.158 Support costs 16.932 7.216 24.148 21,260 Goveman¢e costs 9,234 1.715 10.949 9,553 Total 433,418 218A71 651,889 633,960 7. Net expenditure Net expenditure is stated after chargingl(creditsng) the following". 2024 2023 Oper&ting lease eost 23,272 15,229 8. Trustees. emoluments None of the trustees received any emoluments in connection with their duties as trustees during the year £O(2023: nil). No trustee received reimbursed out-of-pocket expenses £0 (2023: nil) Related party transactions One trustee received carers. grants (2023: £NIL). 10. Staff costs 2024 2023 Wages and SarleS 384,964 Social security costs 25,376 24,001 Penslon tosts 6.876 6,280 432,260 414245 TFtAFFORD CARERS CENTRE TRUSTEES REPORT YEAR ENDED 31 MARCH 2024 PAGE 24
Notes to the financial statements For the year ended 31 March 2024 (continued) No employee earned £60,000 per annum or more in the current or previous year. The key management personnel of the charity comprise the trustees and the CEO only. The total employee remuneiation including benefits of the key management personnel of the charity were £51,855.24 (2023: £51,679). The average number of employees during the year was: 2024 No. No. Suppthng carers 20 13 Tradlng actiwties Administrafjon 11. Tangible fixed assets COmpur Equipment Offlce Flttings & EquSpment Total COST At l April 2023 20.293 34,875 55,168 At 31 March 2024 20,293 34,875 55.168 DEPRECIATION At l April 2023 20,292 34.874 55,166 At 31 Mareh 2024 20,292 34,874 55.166 NET BOOK VALUE At 31 March 2024 At 31 March 2023 12. Debtors 2024 2023 Trade debtors 27,442 25.608 Prepaymenis aTMJ accrued Income 7.775 8.988 35,217 34,$96 TRAFFORD CARERS CENTRE TRUSTEES REPORT YEAR ENDED 31 MARCH 2024 PAGE 25
Notes to the financial statements For the year ended 31 March 2024 (continued) 13. Creditors: amounts falling due within one year 2024 2023 Trade creifrtOTS 3,093 Aetruals & deferred Inco 6.823 4.188 9,916 6,596 14. Analysis of charitable funds At l April At 31 March 2023 Income ExpendiiuTe Transfers 2024 Restrided funds Wnter Funding Carers Support Fund Holiday Aclivity Fund {FIAF) L&Q (TraffoTd Housing Tru) GMIC- Trafftjrd 97,000 (54,372} (46,886> (39,880> (43,334) 42,628 19,232 6D,000 386 32,732 39,880 8,530 34,804 17.5¢XI 17.5CKI Yl Carers Donations NHS Vaccine Awarene 1.197 (1.318> (1,)0} (250) {221} 18.522> {16,235> {1,789) (1,850) {2.814) (218,471) 121 1,000 Warm Rooms Funding Bounce Back Fund 250 221 Wnter Resilience Fund 18,510 9.988 Carers Wellbeing Fund Workforce Reiention Fund 16.621 {386) 1,591 Nats"On Lottery Commun'ty Fund Therapy Fund Restrlcied funds 2,814 71,158 251,631 104439 At l Aprll At 31 March 2023 In¢ome Expendlwre Transfer5 2024 Unrestrlcted Funds GeneTal 292,785 485,202 1433,4181 {1211 Total funds (6SL889} 448,887 TRAFFORD CARERS CENTRE TRUSTEES REPORT YEAR ENDED 31 MARCH 2024 PAGE 26
Notes to the financial statements For the year ended 31 March 2024 (continued) stricted nter Fundir to support delivery of a hospftal support project and carer activities to provide individual grants to care to pievent carer breaJ(down. this lunding relates to plnsIon of Holiday Actimiles for young carers lundlng receNed to enhanee carer support and erwJagernenl to support the Colnu1On of the carer support and engagement To support delivery of activity targeted at young carets to engage with carers to understa1 banier5 to asSIng vaccines to deliver indoor in a safe ar warm space to SUPPM delivery of art workshop lo young carers to enhance carer support through vdunteer cTrordination, Individud grants. eVents1actIes and Senri accessibllity via Iranslation and marketing. to PrOde Indlwdud carer improve health and wellbelng outcomès funds to support staff retention Carers Support Fund HAF225 Provislon Trafford Housing Trust GMIC Carers Young Carers Donatlons NHS vaccine awareness Warm Rooms Funding Bounee Back Fund nter Resilience Fund Carers Well-tieing Fund workfor Retention Fund Nation Lottery Community Fund Therapy Fund funds r1Ved lo run a cilizen rerter proSL to promde lndlMdu carer giants to access therapies 15. Analysis of net assets between funds General uiirestrEeted funds Designated unrestrfcted funds Restrlcled funds 2024 Total Tanglble fixed assets Net currenl assets 104.439 344.446 448,885 104N39 16. Analysis of net assets between funds General unrestrl¢ted fund$ Designaled unre$trirAed nds Restricted fund$ 2023 Toial Tanglble fixed assets Net current assets 292.784 363,942 71,IS8 292,786 363.944 TRAFFORD CARERS CENTRE TRUSTEES REPORT YEAR ENDED 31 MARCH 2024 PAGE 27
Notes to the financial statements For the year ended 31 March 2024 (continued) 17. Financial commitments At 31 March 2024 the company had commitments under non-cancellable operating leases as follows: Land and bulldings Othwr 2024 2023 2024 2023 - One year 12,000 12.000 1.625 1.625 -2-5years 24.¢JOO 36.000 36,¢100 4&000 ¥625 18. Pension commitments The Company operates a defined contribution pension scheme.The assets of the scheme are held separately from those of the company in an independently administered fund. Contributions totaling £6,876 (2023.. £6,280) were paid in the year. 19. Status of the company The Company is limited by guarantee and does not have a share capital. In the event of the winding up or dissolution of the company, the members are liable to contribute an amount not exceeding £10 towards the debts and liabilities of the company. TRAFFORD CARERS CENTRE TRUSTEES REPORT YEAR ENDED 31 MARCH 2024 PAGE 28
Notes to the financial statements For the year ended 31 March 2024 (continued) 20. Prior year comparative SOFA Total Unrestricted Restricted Funds 2023 2023 2023 Notes Income Donations and gifts 54,114 109.908 164.022 IoMe from charitable actlvities 417,606 417.606 Olher trading actieS Investment Income 755 755 Totsl Incom• 08 Expendfture Costs of rwsing funds 13,S35 13.535 Expenditure on charitable actswlies 421,491 212,469 633 960 Totsl Expenditure 435,026 211469 647.495 Net Expendlture 37.449 1102,561) (65.112) Tranfers between funds Net movement in funds 1102,561} (64114 Totd funds brought lorward 255.336 173.719 429,055 Total fvndg CArried for4•Ard 15 291785 71,158 361943 TRAFFORD CARERS CENTRE TRUSTEES REPORT YEAR ENDED 31 MARCH 2024 PAGE 29