2022-03-31-accounts

Contents

People showed us humanity between friends and neighbours… Life was harder before, here there is safety, humanity, support.

----- Start of picture text -----
Welcome An introduction Our Caritas Did you know…?
vision, mission,
values and
objectives
4 5 6 7
Our work and Supporting Supporting Supporting Supporting
impact children, young homeless people other local refugees
adults and communities
families
8 8 14 17 20
Formation and Fundraising and Some other key Financial Thank you!
animation communications organisational statement and
developments accounts
from the last
year
22 23 24 26 86
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Annual Report and Accounts 2021 - 2022 | Caritas Diocese of Salford

Welcome

Although, in many ways, we might realistically claim to be emerging from all the distress and difficulties of the Covid pandemic, it is very clear that its legacy will have an impact on our country and our Diocese for a good deal of time to come. The pandemic complicated further the difficult social problems of poverty and marginalisation that we were already facing and indeed increased the economic and social problems being faced by so many people. Caritas Diocese of Salford has been responding by engaging in an organisational transition so as to more efficiently meet the current needs of people and be better prepared for future demands.

This is evidenced in various ways. A new strategy is emerging within our agency to address the social problems in our Diocese. We have been responding in practical ways to the refugees and asylum seekers from Afghanistan and Ukraine, and the increasing poverty due to the cost of living increases. There is a growing priority of forming and animating parishes and communities in their knowledge of Catholic Social Teaching and Action, which is bringing increased local response to local community needs. There has been particular concentration on building collaboration with other faith and nonfaith charities and connections, such as Greater Manchester Poverty Action, Medaille Trust, Greater Manchester Citizens, and Living Wage.

We are acknowledging that we are living in a fastchanging world where new aspects of poverty and social issues, questions of mental health and wellbeing, will need to be identified so that practical responses can be made. We are improving the way we listen, engage, accompany and coproduce solutions with people who are living with crisis and challenge. The Universal Synod within the Catholic Church has been leading us by inviting us to an ongoing journey of listening and discernment which will help us to ensure that we are best able to respond to the needs of the poor, the marginalised and those most in need. Much good work is being done. More is needed.

There is good reason to celebrate and acknowledge the good work that is being done by both staff and volunteers at Caritas. It is equally important to recognise the increasing needs of people in a time of recession and to respond in innovative and effective ways.

Rt Rev John Arnold, Bishop of Salford

An Introduction

I’m pleased to introduce our annual report for 2021-2022. Each year, this report provides a great opportunity to pause, look back and reflect on everything that has been achieved by staff and volunteers over the last twelve months. While it’s impossible to capture all of the hard work that has gone on across our many services in a report of this size, it hopefully gives a snapshot of just some of the highlights from what has been both a challenging but also exciting year of transformation.

As we all know, the Covid-19 pandemic has continued to bring challenges, both internally as we continue to adapt and evolve in response to a rapidly changing world, and also externally as economic, political and social pressures continue to mean additional complexities and difficulties for the communities we exist to support.

But, despite all of the challenges we have faced, I’m incredibly proud of the hard work of everyone that makes Caritas what it is. Most importantly, the people from communities across the diocese that we support have continued to drive all of the decisions we have made – and always will.

Our work is now underpinned by our four new strategic pillars which were developed in early 2021 – service; formation and animation; advocacy, and sustainability. These strategic aims will equip us for the long-term as we evolve

from the adversities of the pandemic. Change is not always an easy process, but I’m proud of the way our organisation is continuing to adapt and rise to the new – and often extremely complex – challenges we face.

As an organisation rooted in the communities we serve, we’re committed to adapting to meet the ever-changing needs of local people. Our services - and the processes and procedures which support them - need to remain fit for purpose in order to ensure we can deliver on that promise, and over the last year our extraordinary team of staff and volunteers have continued to inspire and motivate me as they have responded to, and embraced, our complex programme of change.

We have invested significantly in improving our IT and our technological systems and processes, and have also been working hard to improve accessibility both for staff and volunteers, but also to enable us to ensure our services remain fit for the future for everyone in our local communities. Partnership working and delivering and developing services under a more inclusive co-production model will also continue to be vital as we progress beyond the pandemic and into a new phase in the history of Caritas Salford.

With the deepening impact of the cost of living crisis, and the ongoing residual effects of the pandemic, we’re not complacent about the challenges that may be ahead for Caritas Salford and the people we support. But we are passionate

about the work we do and the part we all play in remaining resilient so we can continue improving the lives of people locally.

We couldn’t do what we do without the community that supports our work, right across the diocese, and we’re hugely grateful to everyone who has been part of that broader Caritas Salford community over the last year and beyond.

We’re looking forward to growing and expanding our impact further in the coming year, and can only do that because of the support of everyone who makes up that wider community. Thank you.

Patrick O’Dowd, Director, Caritas Diocese of Salford

Caritas Diocese of Salford | Annual Report and Accounts 2021 - 2022

Annual Report and Accounts 2021 - 2022 | Caritas Diocese of Salford

Our Caritas vision, mission, values and objectives

Caritas Diocese of Salford (‘Caritas Salford’) is the principal domestic social action agency of the Catholic Diocese of Salford.

Our values:

Our objectives:

Our vision:

Our values are shaped and influenced by the Gospel and the body of Catholic social teaching which reflects a concern and priority for the life and dignity of the human person, call to family life, community life, solidarity and the common good, rights and responsibilities, preferential option for the poor, the dignity of work and the rights of workers, and stewardship of God’s creation.

Our vision is for a society where there is justice and equality, and where the voices of people experiencing poverty, disadvantage and/or discrimination are heard, valued and acted upon so that all people can live in peace and dignity.

• Reduce poverty, disadvantage and discrimination in our diocese to enable people to ‘live life to the full’.

• Increase awareness and understanding of Catholic social teaching and animate the diocesan community to take practical action.

Our mission:

• Become a voice for those who cannot speak for themselves, empowering people and advocating for justice and social change.

• Love in Action – our mission is to help those across the Diocese of Salford experiencing poverty, disadvantage and discrimination to transform their lives with dignity.

Locally, Caritas Salford has identified four organisational values which will shape our work and underpin everything we do:

  - Become a sustainable, and more visible and effective catalyst for change.

• Respect: valuing the worth of people; colleagues, volunteers and those we serve

• We provide a practical response to those in crisis, suffering hardship or who are at risk. We rebuild lives for the long-term, enabling people to live in a safe, healthy and secure environment.

• Integrity: honesty, truthfulness, straightforwardness and forth rightfulness

• Ambition: positive desire to achieve things for the common good

• We call for a better, more just world, where the voices of the poor are heard and acted upon and we positively influence the systems, decisions and resources that affect those in need.

• Collaboration: exploring opportunities for partnership and mutual cooperation, while remaining faithful to our core mission.

Did you know…?

Caritas Salford was created in 2008, and has since incorporated the work of Catholic Children’s Rescue Service, Catholic Welfare Societies, St Joseph’s Mission to Deaf People, Justice and Peace, Racial Justice and Catholic Family Care to bring together work of individual charities created over more than a century.

Don’t just take our word for it. Here’s We run We support Our reach spans what just a few of the people who have thousands accessed our services, our volunteers, and local professionals have said: of people every year 620 13 with our range of People showed us humanity between friends and square miles services across the community based neighbours…Life was harder before, here there is across the area. diocese of Salford. services. safety, humanity, support. If it wasn’t for When you see that your We support people St Joseph’s I would children are happy you have had no help in this forget that you are far from vulnerable Our work this year crisis. They are the only from your family, in communities, has continued in line ones that have knocked exile…You feel that you empowering them with our four on my door. have achieved something 263 for them. and seeking to reduce strategic pillars poverty, disadvantage amazing volunteers Service, Cornerstone means My Caritas social worker and discrimination. support us across a lot to me, it gives is amazing, so helpful Formation and me a sense of purpose and full of compassion. our services. Animation, and something to look She is a gem. We are proud to be We couldn’t do forward to. supported by what we do Advocacy and Reading about the journeys that students of Caritas without them. Sustainability, undertook in order to find safety in Manchester which underpin spurred me on to become a volunteer and fundraiser 103 wanted to support their great efforts by hiking in my everything we do. local area. And doing it over a few weeks is definitely staff doable so you should do it too!

Caritas Diocese of Salford | Annual Report and Accounts 2021 - 2022

Annual Report and Accounts 2021 - 2022 | Caritas Diocese of Salford

Our work and impact

Supporting children, young adults and families:

We support children, young people and families in a range of ways, assisting them with difficulties, providing safe accommodation, and managing opportunities to support development and improve quality of life.

Our work in schools:

Demand for our school’s service has increased, with nearly double the amount or referrals compared with the previous year. Workshops delivered by the team have also increased when compared with the last reporting period, with nearly 100 additional sessions. Staff and headteachers have also worked closely together on whole school approaches, to further broaden the reach and scope of work.

and loss of learning among children, with headteachers also reporting children entering school not being ‘school ready’, unable to be independent in toileting, unable to dress themselves, and experiencing difficulties in understanding expected levels of behaviour. As needs of local families increase, we have also continued to develop our services in line with our organisational strategic aims.

Our school’s service aims to remove barriers to learning and participation, nurturing emotional and spiritual development of children and their families, and enabling and empowering them to develop new skills and knowledge. The support we provide is tailored to the needs of each individual, providing a bespoke package which can address a range of areas, including behaviour, supporting bereavement, emotional wellbeing, anxiety and confidence.

The Covid-19 pandemic has also continued to have a huge impact on our work supporting local children and families, whilst also increasing the demand for support. The team has continued to see a myriad of factors contributing to hardships

Through the last year, we’ve worked hard to ensure a period of greater stability of the service as the pandemic continued, striving to retain and renew service level agreements in order to remain financially viable, and also upskill staff with high quality training to meet the changing needs of the schools and families we serve.

The counsellor is absolutely great. All the pupils really engage well with her, and she has excellent communication back to school, keeping me updated on progress. Her reports are excellent and have formed part of our Ofsted impact file, including her evaluations.

The team has also continued to collaborate with others locally, including a new partnership with Manchester Metropolitan University, offering social work 70 day placements to students.

School pastoral lead.

Some of this year’s school service headlines in numbers:

New referrals: Unique people accessing service: 593 Schools supported: Telephone 5,537 consultations: (5,382 children and 44 for a total of 155 adults) 1,049 One-to-one pupil sessions: One-to-one adult sessions: 14,574 hours 5,582 819

Toy sacks delivered at Christmas:

1,405

Family work sessions:

152

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Safeguarding referrals / welfare concerns
actioned by staff:
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87
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Caritas Diocese of Salford | Annual Report and Accounts 2021 - 2022

Annual Report and Accounts 2021 - 2022 | Caritas Diocese of Salford

Our school service in action:

Supporting ‘K’ and her family

‘K’, a child in year 4, was referred to the service after she had witnessed the domestic abuse that led to the separation of her parents. Her mum was concerned that she was refusing to talk about it at home, even with trusted, close relatives with whom she usually confided. She was also having uncharacteristic angry outbursts at home.

‘K’ was extremely closed initially, with lots of conflicting emotions around the separation - she loved her Dad very much and felt guilty that he had moved out of the family home and back to his parents, which led to her also feeling resentment towards her Mum.

Our team built a trusting relationship, where ‘K’ felt comfortable to talk about the violence and subsequent separation; in time understanding she could still love her Dad but not like or agree with how he had behaved. Work around parental separation also enabled her to develop an age appropriate understanding around healthy relationships and how they should be.

The team also assisted ‘K’s mum with police support and signposted the parents to mediation, which both attended separately, so their views could be heard and shared around contact between ‘K’ and her dad.

‘K’ is now much happier at home and her mum said: “K is like a different child since coming to see you and our relationship has improved as she is opening up and communicating more, thank you so much!”

Our work supporting people who have been adopted:

Through 2021, the team continued to work with adopted people and birth relatives, supporting them to access adoption records, reunite with family members, or provide intermediary work.

are corresponding with as many people as possible to ensure this closure is managed according to our values. Those adopted will still be able to access their documents and we have provided information on how to do this.

In the reporting period, some headlines for the service include:

We would like to recognise and thank all those who have been involved in creating, developing, and nurturing the service over many years, especially our registered manager, and the Religious Sisters of the Franciscan Missionaries of St Joseph in whose charism the service developed.

• 129 unique referrals

• 39 people supported to access their adoption records

• 10 family reunions

• 18 cases of intermediary support provided

Following the closure of our adoption service several years ago, our trustees have been reflecting on the wider challenges experienced by many adoption services in the sector. After significant investigations and considerations, they have taken the difficult decision to cease this activity in September 2022 (outside of the current reporting period). They have directed senior management to follow statutory requirements to de-register the service with Ofsted and ensure the effective transfer of information about people who were adopted or supported through the agency to Salford City Council, the appropriate local authority duty holder.

Having undertaken consultation with people who use the service, at the time of publication of this report, we are working through that process and

Caritas Diocese of Salford | Annual Report and Accounts 2021 - 2022

Annual Report and Accounts 2021 - 2022 | Caritas Diocese of Salford

Our young parents’ accommodation and support services:

I had a visit from ‘J’…who is in the middle of training to be a children’s nurse. She told me that she wouldn’t be where she is now if it hadn’t been for the Bolton service.

Our young parents’ accommodation in action:

Our young parents’ accommodation provides support, safety, security and a period of stability to young parents and their children at a time when they have experienced crisis or distress in their lives. While our work predominantly supports young women aged 16-25 years and their babies up to the age of two years, we have also been able to provide safe refuge for single fathers and for young couples in our family rooms.

have poorer outcomes. We have started work to better capture the voices of the people who benefit from our services, and in the coming year aim to directly use those conversations and their feedback to evolve, shape and improve our provision going forward.

‘Claire’ was referred to our service, following the death of her son’s father. Her life had become chaotic and she was struggling to provide a stable home for herself and her son.

Some of this year’s service headlines include:

• 70 adults and children

• 7 young women moved into their own tenancy with their child

The support we provide enables the young people to prepare for independent living, supporting their immediate and longer-term needs. We also regularly contribute to local authority safeguarding assessments to ensure children are protected.

During her stay, ‘Claire’ was keen to keep her partner’s memory alive for her son, and do something positive with her life, and she engaged in assessments with her social worker and Connexions worker.

• 4 cases stepped down from child protection to child in need

• 2 young women returned to their family home

Over the last year, our ability to support young women into their own tenancies has been hampered by low social housing stock, with many who would once have been able to move near to their support network having to bid on/accept properties in areas away from those closest to them. We have supported the young people with referrals to outreach services or tenancy sustainment services to assist them with their new tenancy.

Since receiving support, ‘Claire’ has set up her own cleaning business and returns to the service at regular intervals. Her child is a real credit to her, and attends nursery during her working hours.

Both young ladies who I referred to your service were in need of some stable and nurturing support. I have seen definite improvement in their self-esteem and willingness to engage with both myself and other services. If they had not engaged with the support, I fear there would have been a different outcome when baby arrived.

We have also worked collaboratively with various support services to improve the lives of families in other ways, with particular focus on meeting the needs of those that are known to

Leaving care social worker.

Caritas Diocese of Salford | Annual Report and Accounts 2021 - 2022

Annual Report and Accounts 2021 - 2022 | Caritas Diocese of Salford

Supporting homeless people:

This year, as the pandemic continued and brought significant challenges, our team has delivered a significant review of - and improvements to - our homeless services, to ensure we can continue to rapidly evolve to meet the changing needs of the people accessing them.

Despite the complex and quickly changing world we were operating in, practical arrangements were modified to ensure increased demand for services could be met. The increased need to support the mental health of people using our services continued again this year, including those who had experienced limited social interaction during the pandemic, or those bereaved. Providing nutritious food for people without a place to call home or those affected by poverty remained a priority, as did the important signposting of information and assistance to aid their personal security and development.

This year we also ran a two-month pilot of a new Homelessness Prevention Service, which included regular drop-in surgeries provided by seven external services, as well as general support provided by our own staff and volunteers. An additional 86 individuals benefitted from this service and have had a positive outcome.

Cornerstone:

Cornerstone is looking great now, it

At Cornerstone, our facility in Manchester, which aims to ensure that no-one has to sleep rough, that people have the support they need to prevent them from becoming homeless, and that those who do become homeless are helped to secure safe accommodation – a holistic approach to supporting the whole person and assisting them to have their voice heard remained key.

makes me feel good just to walk through the doors. I’m always welcomed with a smile and the new showers are the best in town. You feel like a different person when you’ve had a shower and a change of clothes.

Of the people that use Cornerstone services, 64% are homeless, 36% are at risk of homelessness and/or are needing support, 68% have identified as having a long-term illness or health problem, and 13% have no benefits or other income (including people going through the refugee asylum process.

Person accessing Cornerstone’s services

A partial building refurbishment was carried out to ensure that the facility remained fit for purpose, with updates including new showers and toilets, a fully accessible wet room for people with limited mobility, a new servery and floor, and essential repairs to the roof. The team also set up a new activities room and separate meeting room, re-opened the IT room, revamped the ‘community shop’ area, and installed a new welcome desk. The aim has been to create a high quality environment, which reflects the respect and dignity we aim to give everyone who visits Cornerstone.

We also introduced a new community volunteering programme, helping to increase skills of people who have been homeless and build their confidence. Sixteen people who are, or have been, homeless have joined the scheme to date, and they are helping to shape our services – an important step towards greater co-production which ensures we can continue to provide services relevant to local people, and their voices are not just heard but are instrumental in shaping those services too.

At Cornerstone, you get a proper meal, a shower and it means you are not on your feet all day, which is so important when you’re sleeping rough.

Person accessing support at Cornerstone in Manchester

Some headlines in figures from the support provided by Cornerstone in this reporting period include:

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More than Over Over
400
7,000 6,000
takeaway lunches provided clothes washes hot dinners serviced
400 More than
700
medical appointments
delivered on site sets of clothing
supplied
Over
Over Traditional Christmas
dinner provided to
More than
500
5,000
food parcels provided 120
one-to-one support sessions
500
people
given
showers
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Caritas Diocese of Salford | Annual Report and Accounts 2021 - 2022

Annual Report and Accounts 2021 - 2022 | Caritas Diocese of Salford

Morning Star Hostel:

Our Morning Star Hostel service in action:

Our Morning Star Hostel (supported

“I came to Morning Star in June 2021, with weekly support sessions, and was offered a property at the end of 2021. I moved into the property with the support of staff, who also assisted with changes to benefits and a furniture package to provide comfort. I continued to use the Cornerstone support service and facilities, joining in activities, and also acquired a voluntary role with Shelter. I have since taken part in interview panels for staff at Cornerstone, and have also applied for a role within Morning Star.”

accommodation in Manchester), also provides a safe place for a temporary but not time-limited period, for up to 20 people in single-bed rooms and shared living space. Morning Star provides the time for people to build the confidence and skills for independent living, and supports the re-establishment of relationships with those closest to them, if possible.

This year Morning Star:

• Provided 25 people with accommodation and support, including SMART objectives and help achieving their goals

• Supported 22 people with planned, positive moves to independent rehousing

Red Door Day Centre:

Red Door Day Centre, Bury, supports homeless and vulnerable individuals in Bury and across Greater Manchester with food, essential practical support and assistance in finding both temporary and permanent accommodation. The team at Red Door Day Centre also assists with access to other services and benefits, including management of income, access to appropriate health care, and support in improving wellbeing.

The team has seen increased demand since the start of the pandemic.

Some key headlines from activity over the reporting period include:

• 2,860 visits from people requiring support (an increase of 1,104 visits compared with the previous year)

• 2,131 food parcels provided (an increase of 352 on the previous year)

• 505 occasions, staff provided/facilitated support to people visiting Red Door, including housing assistance, drug and alcohol services, and health and wellbeing advice.

Red Door is a light at the end of a dark tunnel. Staff are amazing, like a friend with hands to pick me up, helping with all the tools to make my life go forward. Person accessing Red Door services

Supporting local communities through social action:

Caritas Salford also works to support other people locally who are experiencing poverty, challenges or crisis, reaching out to offer practical support, services to meet their needs, and holistic care to improve their physical and mental wellbeing.

Lalley Welcome Centre:

Our fresh food parcels were supported through an appointment based ‘pantry’ system, which gives every visitor the choice to pick their own food from a donated selection. This ensures greater dignity and compassion, and more importantly choice for individuals.

• Some key headlines around the service provided by the Lalley Welcome Centre this year include: • Food provided to 1,815 visitors to the food bank • 410 food bank deliveries made • 3,601 adults and 4,262 children fed • Support provided to 1,496 families • 366 emergency food parcels distributed

Our Lalley Welcome Centre in Collyhurst supports people on low incomes with practical needs in health, housing, family and employment. Staff and volunteers assist people who are unemployed or receiving benefits, families facing homelessness, those struggling with addictions, mental health issues or conditions that prevent them from working.

The place is welcoming and I am always keen to tell people about it. It has helped me a lot and I am confident it could help many others too. Person using the Lalley allotment

• 292 people provided with welfare support

• 68 individuals given housing support

• • 2,915 people provided with general advice

A community allotment offers the chance for local people to learn new skills whilst also providing fresh produce as part of a healthy-eating scheme, which also supplies our Lalley food bank.

• 296 health and wellbeing allotment sessions held

The Lalley Community Allotment in action:

“Before volunteering at the Lalley Community Allotment I was depressed, I lived in fear. I was a confused person.I suffered a lot of anxiety. I suffered a lot of depression, I had panic attacks. My world was upside down. I was living in fear. I have a problem with walking as well as other health issues including high blood pressure, which prevented me from working. I was not in a good place at all. It has impacted my wellbeing 100 percent…working in the fresh air greatly contributed to improving my mental health, but also my physical fitness. The community has given me a lot and it is in a way rewarding again to give back some of my time. It has boosted my self-esteem. I used to go to the farm with my great-grandma when I was little, but then she died in 1984 and my involvement with farming has decreased, and then came to a full stop. So coming to the Lalley Allotment and doing gardening after a long ime it brought back memories and made me feel more like myself. It makes me feel very happy and energised.”

Person volunteering at the Lalley Allotment

Caritas Diocese of Salford | Annual Report and Accounts 2021 - 2022

Annual Report and Accounts 2021 - 2022 | Caritas Diocese of Salford

Caritas Connecting Older People (formerly St Joseph’s Welfare):

In north Manchester we run our Caritas Connecting Older People services supporting people over 65 years old in the community. These services reach out to those individuals who may be experiencing loneliness and isolation, and offer friendship and support to help them to remain independent in their own home for as long as possible. The team also provides practical services such as support with shopping, helping with letters or professional phone calls, and runs weekly group sessions, day trips, and special events to bring people together to socialise and enjoy some peer companionship. This vital service has remained of paramount importance as the isolation of the pandemic continues for many. As with many of our Caritas Salford services, demand has grown.

The team has continued working in partnership with many local community based organisations, such as grass-root groups, NHS services, MLCO, hospitals and adult social services. Groups have also continued to engage with local schools and the intergenerational work built up over a period of many years has brought an important and richer understanding and interlinking of generations.

Our Caritas Connecting Older People service in action:

Over the last year the service has:

Supported 245 people Carried out an average of184 monthly home visits and240monthly telephone calls to local people Supported with20 shopping or other errands a month Provided meals for120 people a month Attended25hospital appointments with individuals Over the last year the service has: Arranged social events which were attended by an average of 138people a week	Supported 245 people Carried out an average of184 monthly home visits and240monthly telephone calls to local people Supported with20 shopping or other errands a month Provided meals for120 people a month Attended25hospital appointments with individuals Over the last year the service has: Arranged social events which were attended by an average of 138people a week	Supported 245 people Carried out an average of184 monthly home visits and240monthly telephone calls to local people Supported with20 shopping or other errands a month Provided meals for120 people a month Attended25hospital appointments with individuals Over the last year the service has: Arranged social events which were attended by an average of 138people a week
		“My NHS role focusses on improving the health and wellbeing of older people across North Manchester and working in partnership with Debbie and Samia from Caritas enables me to deliver the priorities set out in the Age Friendly Manchester Strategy. “I have worked with Caritas on a number of initiatives, including the Age Friendly Networks, provided free spring bulb grow kits for service users to improve people’s mental wellbeing during lockdown and are now supporting the development of the cooking project that will engage older people and asylum seekers with cooking skills and accessing healthy foods. It is a pleasure working in partnership with Caritas, made easier by having the same vision and working with colleagues who genuinely care about what they do and who they support.” Simon Kitchin, Buzz Manchester

St Joseph’s Mission to Deaf People:

Our team at the St Joseph’s Mission to Deaf People works to break down the barriers of isolation experienced by members of the local deaf community. Led by members of the deaf community, the service enables more than 120 people to engage in and access the life of both the Church and wider society.

The pandemic and associated lockdowns proved difficult for many members of the local deaf community, who have felt isolated and frustrated with lack of information. We have supported individuals throughout this period, and as restrictions have lifted, many have returned to our sites, whilst also continuing to video conference. Many have used their new confidence in video calling, a positive from the pandemic, as a convenient way to engage and build relationships. Our team has created numerous video resources which have been provided to the community via a bespoke YouTube channel, and this has proven a popular way for individuals to engage and receive information.

The service is now better integrated into the wider work of Caritas, and we are expanding the service further to help diversify and meet additional needs of individuals in our communities.

Caritas Diocese of Salford | Annual Report and Accounts 2021 - 2022

Annual Report and Accounts 2021 - 2022 | Caritas Diocese of Salford

Supporting Refugees:

Our Refugee Response Services, which have been supporting the welcoming, protecting, promoting and integration of refugees into life in the UK since their foundation in 2016, have assisted hundreds of people fleeing war, famine and poverty. We support parishes and communities in joining practical action, aiming to improve the lives of families, and help them to resettle locally.

Aspire (formerly Refugee Education):

The people accessing the service includes refugees and asylum seekers from around the globe, including large cohorts from East Africa, the Middle East and Iran, as well as Afghanistan, Hong Kong and Ukraine. Students often have aspirations to progress into professional employment, many wishing to restart careers that have been cut short due to conflict. Our support enables them to rebuild their lives and give back to their new community.

The Covid lockdowns and subsequent closure of vital services further increased the isolation of refugees and asylum seekers, and this was often exacerbated by poor digital literacy or digital poverty. We were able to focus on improving digital literacy amongst our students through bespoke training and technological support, provided by a specially funded student support worker. Internet passes for asylum seekers were also obtained via funders supporting our work.

The Caritas classes are very helpful and It is inspiring to work with such a useful in many aspects especially during motivated and positive group of learners, this pandemic, both academically and who, despite countless setbacks in their socially. Thank you to everyone. lives have extraordinary determination to Khalid, Student achieve their goals. Katie, Teacher

Over the last year:

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More than 200 people accessed the project
More than 20
volunteers offered
one-to-one tuition,
mentoring and Over 50 students
conversation clubs received one-to-one
case work support
to facilitate their
return to higher
education, training
and employment
68 hours of English
lessons were taught
each week
More than 200 referrals were
made to other wellbeing and
support services
----- End of picture text -----

Community Sponsorship Scheme:

Through our Community Sponsorship Scheme, Caritas Salford enables a group of volunteers to safely resettle, welcome and support a family of refugees in their community for two years. As the lead sponsor, we provide capacity and professional supervision, acting as guarantor of the scheme, and providing the framework for safeguarding, training, mentoring and evaluating the programme. This enables a family to pursue their aspirations, and allows parishioners to live faith through action.

The programme is rooted in mutual collaboration and empowerment, working alongside refugees, and throughout the pandemic we have adapted and developed processes and policies based on learning and improved understanding of the social, psychological and environmental challenges resettled families experience.

We saw it as an end to suffering and poverty by coming to a country that was safe. When I go to bed at night, I know that my children are safe - and that was our purpose. Mother, resettled

Caritas Charity Shop and Community Drop-In

Our volunteer-led and run charity shop near Bolton town centre provides more than just access to quality, affordable products - also offering much-needed opportunities for people in the community to drop-in and socialise with others.

Regrettably, the shop has been badly impacted by forced closures due to the pandemic and the availability of volunteers to operate the store, many of whom had to shield or support their own families with caring responsibilities.

While the community benefit of the shop, particularly the drop-in, is significant, the trading circumstances and wider funding pressures make it very difficult for us to operate. The shop has particular challenges at the present time to ensure that it remains affordable to run, and we are working closely with our devoted and hardworking volunteers to try to sustain the service.

Annual Report and Accounts 2021 - 2022 | Caritas Diocese of Salford

Caritas Diocese of Salford | Annual Report and Accounts 2021 - 2022

Formation and animation:

Caritas works to form and animate our parishes and school communities with the necessary tools to help them put the Church’s commitment into practice, in accordance with the principles of Catholic social teaching. Our aim is for a positive, transformative impact on the lives of people experiencing poverty, discrimination and disadvantage across the diocese, and within the wider community.

We have continued to build relationships, visibility and credibility across the diocese through mutually collaborative engagement in shared projects and initiatives, and have reconnected with – and accompanied – our diocesan school community at their own pace as they have begun to emerge through the pandemic.

approach to embedding Catholic social teaching. It provides many creative ideas to help staff inspire pupil engagement, including references from scripture and relevant Church documents.

assembly resources for key times of year in local communities.

Some headlines from this year also include:

• 235 young people training as Caritas Ambassadors

Many of our parishes have also continued to accept the invitation to appoint a Caritas representative, allowing us to continue to keep in touch with local practical social action projects and provide additional support as required. We would like to thank all of our parish representatives for their dedication, especially as the pandemic has continued.

• 107 school staff attending Catholic social teaching training

Our team has provided school staff with an opportunity to refresh their knowledge and understanding of Catholic social teaching, how it links to the mission of their school, and supported them as they identify where the gaps may be and how they might bridge them. We have also made training of new school teams of pupil Caritas Ambassadors more accessible by providing in school or via video conference, rather than centrally. This has built closer relationships and increased engagement within the schools, and has inspired a growing number of young people to animate their own communities.

• Caritas Ambassador training delivered in 20 schools

• 88 Caritas ‘Called to Action’ Star Certificates issued to schools to recognise social action achievements

Our advocacy work has also continued to build in strength, with additional investment made in capacity to enable our strategic ambitions to be better delivered. Partnership working has been of paramount importance, and we have also created campaigns and other activities around key moments such as the Living Wage Campaign, World Day of the Poor, and World Day of Migrants and Refugees, to continue to raise awareness and encourage positive action across our parishes and communities.

• 14 Universal/Diocesan Synod meetings held

• 15 GM citizens meetings held

• 356 ‘thought for the day’ social media posts created and published, including input from pupils at our diocesan schools.

Our Caritas in Action resource book for schools, created by Sr Judith Russi, Director of EducareM is now available nationally as a resource for schools who want a cross-curricular and multi-key stage

We have increased our presence on social media, illustrating the direct link between social action and faith through ‘thought for the day’ posts, and have also provided prayer, liturgical and

Caritas Diocese of Salford | Annual Report and Accounts 2021 - 2022

Fundraising and communications:

The ongoing pandemic and cost of living crisis have not only significantly increased the number of people who require support from our services, as well as the complexity of their needs, but has also continued to impact fundraising activity.

The ongoing pandemic and cost of living crisis have not only significantly increased the number of people who require support from our services, as well as the complexity of their needs, but has also continued to impact fundraising activity.

incredibly important, and is a powerful way of communicating the impact of the support people give from across the diocese. This work will continue in the coming year as we develop a new marketing and communications strategy to support and drive forward our work.

as did our regular appeals for Advent, Caritas Sunday, and Lent. A new summer direct mail fundraising campaign raised an additional £24,788 plus gift aid to fund our work with children and families experiencing poverty, including new supporters who had previously not donated to our charity. Our first post-lockdown ‘Big Sleep Out’ event also raised almost £20,000, as well as highlighting key issues around homelessness in the area.

We have continued to evolve and transform our approach, mitigating risks and maximising opportunities in order to remain financially viable, but it remains a challenging time as we face increased costs alongside a significant uplift in demand for our services.

Following the impact of the pandemic, and the current cost of living crisis, we have also reviewed our capacity to support fundraising across the organisation, and the trustees have invested in additional resources to recruit two further members of the team to support grant and trusts fundraising, and individual giving. These roles will also enable our activities to be more proactive and in line with our new strategic pillars.

It is vital we continue to work closely with our local communities and with individuals and organisations who would be willing to support local social action work, in order to continue delivering our services and ensuring we can remain fit for the future.

We have made significant inroads into developing new income streams, and to also maximise the income from our existing income channels. We continued to enhance our approaches to people considering regular giving, and also those wishing to leave a legacy or in memory donation. We also continued to raise the profile of Caritas Salford across the diocese, with on and offline communications, including increased social media presence to help us to reach out to new audiences.

This year we have proactively approached funders and were successful in the application of various grants to support elements of our work – both ongoing services and for emergency funds to support vulnerable people in our communities. We also continued to steward and build relationships with other organisations, businesses, universities and not-for-profit groups, which resulted in donations and pledges of additional support,

Storytelling and sharing the experiences of the communities we support has been

Annual Report and Accounts 2021 - 2022 | Caritas Diocese of Salford

Some other key organisational developments from the last year

Safety and Safeguarding:

Technology:

The well-being of our staff and volunteers:

To further support the implementation of our strategic plan, this year we’ve continued our immediate priority of safety and safeguarding of our staff, volunteers and the people we serve.

Although the transition to home working for many of our staff, caused by the pandemic was delivered smoothly, it also highlighted potential opportunities for us to further improve ways of working through the use of technology.

The enduring impact of the pandemic on our staff and volunteers is significant and while going through our change management process, we have also improved access for staff and volunteers through a nominated assistance service.

Following professional, external, independent advice we undertook a comprehensive review of our safety and safeguarding policies, the latter following an independent audit of our practices by SafeCIC.

To support this, during 2021/22 and into the current reporting period, we are investing in organisation-wide systems to improve our monitoring and recording of health, safety and welfare, safeguarding and the personal information of people who use our services.

This is offered to all our staff and volunteers to help them deal with any personal problems that might adversely affect their health and wellbeing. Our people can now access short-term counselling and referral services for employees and their immediate family. The regular reports we receive indicate our proactive and interventional approach helping to minimise staff absences and provide ongoing support.

While this report reflected overall good practices across the organisation, it also provided us with an action plan to ensure that we provide clear direction on roles and responsibilities for safeguarding. In particular, it highlighted the need for greater coordination of our approaches to support the recruitment and ongoing supervision of volunteers whom we rely upon to support the delivery of our services.

This is also accompanied by our transition to more secure, cloud-based Microsoft Office systems in line with the evolving nature of technologies. This is already providing extraordinary benefits in the way that we support people and highlight particular trends. For example, our case management

Developing co-production and involving people who use our services – subsidiarity:

system now used across homelessness and social action services has revealed the significant delays in people being able to access mental health services. As a result, we are working in partnership with local authorities and mental health trusts to improve their systems, alongside potentially seeking funds to support designated mental health

Since that time we have appointed a new Volunteer Coordinator (from April 2022) to overhaul our volunteer policies and procedures, and we’re also investing in additional technology to speed up and ensure compliance with safe recruitment.

The central principles of Catholic Social Teaching reflect upholding the dignity of the human person and include recognising ‘subsidiarity’ as an inalienable element of human freedom

professionals who can better support people.

and respecting and upholding personal dignity reflecting that a person is always capable of giving something to others.

The practical application of this within our services means that we listen to, involve and work in partnership with people who use our services, drawing on their knowledge gained from lived experience and helping to shape and develop our services with people not for people.

Implementing co-production can be challenging and complex. It involves looking at every aspect of how an organisation works. We have begun and are at the early stages of improving our practices in this area beginning with ensuring that our managers, staff and volunteers understand the principles, and understanding how the design and operation of our services can better include methods of co-production to empower and support people for the long-term.

Caritas Diocese of Salford | Annual Report and Accounts 2021 - 2022

Annual Report and Accounts 2021 - 2022 | Caritas Diocese of Salford

Governance and management:

undertaking of their role. Each trustee takes an area of special interest in the work of the charity. Going forward, trustees will be engaged in an induction to each service.

Governance

Management

The new Charity Governance Code (2020) has been adopted by the trustees to enable and support the governance of the charity. The trustees of Caritas Salford support the incorporation of the code into their collective behaviour and where this is not possible will explain why this is not possible. Ensuring Caritas Salford’s compliance with the law and relevant regulations and promoting a culture where the charity works towards fulfilling its vision and mission is the rationale for the trustees practice and governance. All trustees have undergone safeguarding and health and safety training. Appointment to the Board of Management is by election of the members by a simple majority. All nominations must have first been approved by the Bishop who is a member of the Board and its chairperson. New trustees undergo an induction process to brief them on their legal obligations under Charity and Company Law, the content of the Memorandum and Articles of Association, the committee and decision-making processes, operational structures, the strategic plan, the financial projections and the recent financial performance of the charity. During the induction process new trustees meet with key operational employees. Trustees are encouraged to attend training events where these will facilitate the

The director is appointed by the trustees to manage the day to day operations of the charity. To preserve the mission, ethos and values of the charity the post of director retains the occupational requirement that the individual must be in sympathy with the teachings of the Catholic Church as enunciated by the Bishop of Salford. The director is charged with the duty of accounting to the Board and making recommendations on plans and policy, The director is assisted by the Senior Management Team. During the reporting period this included:

Structure

The trustees monitor performance through regular meetings of the Board of Trustees. The trustees meet four times per year and, through the creation of a dedicated Caritas Committee hold a further four more specific meetings where they closely monitor and oversee the strategic and operational performance of the charity. It acts as a standing general purposes committee. • This group of trustees is supplemented by the coopted membership of the Bishop’s Delegate, as director) an Episcopal Vicar, Father Gerald Murphy, who • has pastoral oversight of charitable works in the • Head of community services diocese.

• Interim deputy director (on secondment from the Diocese of Salford and latterly succeeded as director)

Head of resources and support services

• Schools services manager

In addition to the general matters discussed at the Caritas Committee meeting, the trustees have established a Health and Safety Committee which meets each quarter to review safety strategy and performance,

Following the appointment of the new director, the changes in some services and creation of a new strategic plan for the charity, the structure of the senior management is being re-organised to reflect emerging priorities. The head of community services role has been replaced by head of homeless services and head of social action.

The Senior Management Team meets routinely with a formal extended meeting each month to look at overall organisational performance.

Supervision and appraisal is at the heart of the operational management system of the charity. A Managers’ Forum meets regularly and there is a regular monitoring and review process of the business and development plans that link to the charity’s strategic plan. Staff consultation processes will from time to time be gathered.

All employees and volunteers are offered personal development, training, promotion and career development opportunities within their roles. Every member of staff has an annual appraisal based on their performance throughout the year.

New staff are inducted and invited to attend a ‘values’ day to offer the opportunity for staff and volunteers to reflect on the mission of the charity and their contribution to this mission. The charity’s quality assurance and standards are supported by contact with charity specialists from legal and accounting services as well as its own solicitors. Some children’s services in the charity are independently inspected through Ofsted and people who use the services are involved and consulted through committees and working groups. Governance information, training opportunities and good practice seminars are available to Trustees, staff and volunteers; senior staff members have direct links to other charities to promote information sharing and ensure that good practice and new ideas are brought into the charity. From time to time consultants may be employed for specific independent advice.

Commitment to be an employer of choice for staff and a rewarding voluntary experience to people who support the charity’s mission and values remains a high priority for the organisations culture. The following are examples of this:

• Flexibility in working hours

• Low sickness rates

• Improved access for disabled people into employment

• Investment in staff and volunteer training

• • Commitment to the Living Wage and nationally recommended inflation uplifts to salaries

Public Benefit Statement

The trustees confirm that they have complied with their duty under sections 4 & 17(5) of the Charities Act 2011 to have regard to the public benefit guidance published by The Charity Commission. The annual report includes a detailed description of the activities undertaken by the charity during the year to further its charitable purposes for the public benefit. The Board has referred to the Charity Commission’s guidance on public benefit when reviewing its strategy and objectives and in planning Caritas’ future activities. All trustees complete an annual declaration of conflict of interest. The trustees have referred to the guidance contained in the Charity Commission’s guidance on public benefit

and has planned Caritas’ activities to avoid the granting of any private benefit other than one that is purely incidental to carrying out Caritas’ objectives. The trustees believe they have followed the Charity Commission’s guidance in this area.

Related Parties

The subsidiary trading company, Caritas Diocese of Salford Trading Limited, which runs the charity shop, is a 31 related party. The Bishop of Salford, by virtue of his right to Trustee membership as chairperson and to appoint Trustee members, is a related party of the company.

Pay Policy for Senior Staff

The Board of Trustees is in-charge of directing and controlling, running and operating the charity. All trustees and committee members give of their time freely and no trustee or committee member received remuneration or reimbursement of expenses in the year. The pay of all staff is reviewed annually and normally increased in accordance with cost of living uplifts awarded to local authority employees as recommended by the National Joint Council. The directors from time to time benchmark pay levels against similar charities.

Caritas Diocese of Salford | Annual Report and Accounts 2021 - 2022

Annual Report and Accounts 2021 - 2022 | Caritas Diocese of Salford

Safeguarding

Caritas has an established safeguarding policy and follows safe recruitment and selection processes which seek to ensure that that people who are short-listed and selected for job vacancies have the skills and experience that are relevant to the posts. Suitability is tested by means of an application form and a formal interview with a panel of at least two senior members of staff. A probationary period, supervision and appraisal confirm the appointment of staff. Caritas obtains Disclosure and Barring Service (DBS) checks on all staff members or volunteers who may be working with clients in unsupervised contexts. Risk assessments, lone working policies, needs assessments and support plans are reviewed on a regular basis.

Concern for the Environment

In managing buildings, Caritas considers environmental impact - Caritas recycles waste and reduces energy consumption by being careful to switch off equipment and lights. Caritas is committed to the stewardship of the environment and supporting sustainable living. Our policies are wide-ranging and look to improve both the work place and our local environment. Actions for sustainability include:

• Recycling of 100% of general and confidential waste at head office

• Significant recycling of household goods and clothing through charitable outlets

• Redistribution of foodstuffs to people experiencing hardship from supermarket, food warehouses and local shops

• Education of staff, volunteers and beneficiaries on the environmental impact of the charity.

Living Wage

Caritas is an accredited Living Wage employer recognised by the Living Wage Foundation. Organisations that pay the real Living Wage have reported significant improvement in the quality of work, reductions in staff absence and a stronger corporate reputation. In the coming year, we will examine our third party contacts to encourage contractors we work with to adopt the scheme.

Modern Slavery

Research indicates that modern slavery exists in the supply chain of nearly every business and organisation and through our on the ground services we are often confronted by the reality of this as we respond to those who are experiencing or at risk of modern slavery.

Over the reporting period we have provided further training to staff on how to identify, respond and record instances of modern

• slavery and through investment in new, unified recording systems, we are able to quickly provide appropriate support and referral.

We have proactively worked to identify and eliminate risks in our supply chain and are proud to be collaborating with the Diocese of Salford and its subsidiary organisations in the release of a new Modern Slavery statement released in February 2022. Building on the existing work of Caritas staff and volunteers to tackle human trafficking, our partnership with the Medaille Trust, we have encouraged parishes to take proactive steps to end Modern Slavery and raised awareness of how to report concerns or seek advice.

Furthermore, through the ethical investment in the Catholic Fund operated in line with Catholic moral and social teaching by CCLA, we are pleased to be involved in their significant initiative ‘Find it, Fix it, Prevent it’ which is specifically focused on eliminating the risk of modern slavery in investment funds which support the charity’s revenue.

We intend to continue this work over the coming year to ensure that people at risk are protected and supported.

Fundraising Regulation and Data Protection

Caritas is a member of the Fundraising Regulator - the independent regulator of charitable fundraising. As such we comply with the Code of Fundraising Practice and Fundraising Promise.

Our policies and procedures comply with the Code and supporter contact is in line with data protection legislation. The charity does carry out fundraising activities requiring disclosure under the Charities Act 2011. Caritas employs an Income Generation Manager who delivers against an approved fundraising strategy. In addition, from time to time freelance or self-employed person may be taken on to research grant opportunities or evaluate projects for the purpose of applying to trusts and grant makers.

Whenever appointed such a person acting on behalf of the charity will be subject to an undertaking to be bound by the voluntary scheme for regulating fundraising as set out by our membership to the Fundraising Standards ethical code. The activities of the person will also be monitored and the person will be required to comply fully with the scheme and standards.

During the reporting period of April 2021-March 2022 there were no reported incidents or complaints raised about our fundraising.

To protect vulnerable people and other members of the public from unreasonably intrusive or

persistent fundraising, Caritas will complete a comprehensive review of its privacy policy.

Risk Management

The assessment and mitigation of risks deemed to adversely affect the quality and financial stability of the service is managed through a risk audit register. The trustees maintain a risk register to review the risks to Caritas Diocese of Salford and assess the impact of those risks on the effective delivery of the charitable objectives.

Major risks are reviewed as part of the initial activity assessment and implementation process. As a regular process, the trustees formally identify the major risks to which the charity is exposed, assess the likelihood of these risks crystallising and the probable level of impact. Following on from this process, the trustees believe that they have established systems to mitigate all identifiable risks. A Business Continuity and Contingency Plan will also be put in place. Trustees are furnished with good and timely information to aid their discernment of planning, opportunity and risk. The retention of key staff is mitigated by the establishment of salary scales, appraisal and re-evaluation of roles, job descriptions and person specifications. Risk of loss of reputation is addressed through the quarterly monitoring of quality standards and an effective complaints process.

The charity, through the presence of trustees, staff and volunteers as members of national, regional and local decision-making bodies, is kept informed of plans, opportunities and risks.

Much of the charity’s approach to risk is determined by an analysis of the political, social and economic environment in which the charity operates.

• Factors that contribute to the safe governance of the charity are:

• The recruitment of experienced and qualified Trustees and staff. Risk associated with the employment of staff is minimised through a contract of employment and the employment of a human resources manager. The charity continues to use the services of North West Employers for employment advice. Designated reserves are held to be used in the event of any redundancies

• A Health & Safety Committee assesses and takes action to reduce the risks to staff, visitors and those who use its services and updates all health and safety policies

• Financial risks are handled through close scrutiny of cash flow and robust monitoring practices. Internal risks are minimised by the implementation of rigorous financial controls and procedures for the authorisation of all transactions and projects. Financial planning seeks to spread risks across as varied

Caritas Diocese of Salford | Annual Report and Accounts 2021 - 2022

Annual Report and Accounts 2021 - 2022 | Caritas Diocese of Salford

sources of income as possible reducing the dependency upon one source of revenue

• The charity is alert to changes in commissioning and contracting procedures, policy and practice of public sector partners, legislative changes and the emergence of new service providers

• Strategic planning aims to spread the risks to the charity by developing as diverse a range of services as possible within the parameters of the charitable objectives. The charity insurance arrangements are regularly reviewed and opinion is sought whenever a new area of risk, such as a new project, is identified

• The risk of ICT failure is mitigated by an external backup service and the backup of data is stored off site. At present we are upgrading our ICT systems to provide enhanced security through updated, cloudbased systems

• Reputational risk is managed through compliance to professional standards of reporting, fundraising standards and transparency of accounting for the resources expended in achieving the charity’s objectives. A Communications Policy will be in place for public interest in the charity’s activity. Safeguarding children and vulnerable adults is a high priority for the charity

Key Operational and Financial Risks

• We retain the services of an independent auditor to regularly monitor and feed back on policies, procedures and systems to ensure the safeguarding of people. In 2021, we engaged SAFECIC to complete a thorough review which resulted in various changes to practice. A new safeguarding policy and training platform has also been introduced.

The main financial risk, as in previous years, is uncertainty over current and future funding. To mitigate this risk, the Board continues to be committed to maintaining the appropriate level of unrestricted reserves to provide sufficient resources in the event of adverse conditions. The following risks have been identified and action to mitigate the risks has been planned:

• Another recommendation was around new processes and systems for volunteer coordination, and as a result we have invested in a new volunteer coordinator role, plus new software to help better manage the recruitment and management of volunteers within the organisation.

• Loss of key Caritas Staff

• Over extending service provision beyond current management capabilities

Failure to win grants to fund services

• The charity’s insurance is regularly updated with all new activities and the levels of risk attached to them

• Failure to comply with contract standards e.g. Ofsted

• Harm to an individual or group caused by inadequate safety or safeguarding practices which result in criminal or civil prosecutions, fines, loss of reputation from Health and Safety breach and/or safeguarding

• The main risk to the charity is the financial performance of the larger services where fluctuations on income can be significant and difficult to predict. Mitigation of these risks will be through maintaining a workforce based on affordability with an additional emphasis • on fundraising as the success of these activities makes a significant contribution to • reducing central support costs and achieving a balanced budget.

• Reduction/ loss of contract income and/ or rental income

• Properties: lack of security of tenure, property management and control of costs

Charity shop: loss of volunteers

• Fundraising and data protection regulations: breach of new regulations

Financial Risk Management Objectives and Policies

The charity uses financial instruments in its operations, including deposits with banks, loans, trade debtors and creditors and receivables, which provide finance for its operations. Such exposure gives rise to the following financial risks.

Income and financial sustainability:

During the pandemic many charitable organisations had to reduce their forecasted income. Given the current cost of living crisis, we anticipate the challenges in this area will continue for a sustained period. We are revisiting our plans on developing sustainable sources of income and have invested in additional professional capacity to support this area.

Further cuts to local authority grants:

While certain services have recently benefited from establishing new grants and pilots with local authorities, various others are looking to reduce or eliminate grants in certain areas. Such cuts to services currently delivered by Caritas would mean we would have to reduce or terminate some of our services supported by local authority grants.

Inflation and the availability of labour and materials:

As with all areas of society, our organisation is exposed to the increases in inflation meaning the cost of materials, products and services is expanding. While we are relatively protected in the coming financial year to rises in utility expenditure due to fixed arrangements, we have found that costs to complete capital improvements have substantially increased. Having competitively tendered certain improvement works, we have opted to delay specific non-urgent capital works. This is because of the limited availability of materials and skills to complete the works within the current markets.

Designated Funds and Reserves

The Trustees are aware of the need to maintain adequate reserves to ensure that the Charity’s work can continue. Designated funds are set aside to enable the Trustees to develop specific areas of charitable work and to meet potential future obligations. In addition, the Board has to ensure that adequate resources are available to avoid disruption to any of the Charity’s services, when impacted by the volatile and uncertain nature of the Charity’s income.

To ensure that services can be maintained in the short term, the Trustees have unrestricted general funds of £1,171,106 (2021 - £1,136,492), which represents approximately 4.4 months (2021 – 5.1 months) running costs, based on revenue costs of £3,177,987. It is the Trustees’ intention to maintain this fund at between three and six months’ running costs. This equates to a target of between £794,497 and £1,588,994 and hence we are within the target range.

In addition, the Trustees have set aside a designated fund of £2,606,568 (2021 - £2,728,653), which represents the net book value of fixed assets and a designated fund of £5,075,652 (2021 - £4,541,382), which represents the net book value of investments funded from unrestricted funds at the year-end. The Trustees do not have a designated timeframe for the expenditure of this fund on the basis that the revenue generated is used to support ongoing services. The Trustees have also decided that it is prudent to set aside a designated fund that represents accrued obligations to staff for redundancy. The balance on this fund of £419,480 (2021 - £424,741), represents the fully accrued obligation. A designated pension reserve of £879,000 (2021 - £1,535,000) has also been set up as a result of the defined benefit pension liability.

The consolidated free reserves as at 31 March 2021 are £1,171,106 (2021 - £1,136,233). This is calculated as unrestricted reserves less restricted

Caritas Diocese of Salford | Annual Report and Accounts 2021 - 2022

Annual Report and Accounts 2021 - 2022 | Caritas Diocese of Salford

reserves and designated reserves (including an amount for tangible fixed assets) and is in effect the available resources the charity has.

Ethical Investment Policy

Caritas trustees intentionally invest in line with the values and principles of the charity while still earning a just and sufficient return on investment to help fund the charity’s work. Caritas policy is also informed by the UK Stewardship Code of the Financial Reporting Council and the United Nations Principals for Responsible Investment. In February 2017 a comprehensive Reserves and Investment Policy Statement was drawn up, ratified by the Board and implemented. The policy, reviewed annually, describes the financial position and objectives of the Board at the time of writing with the stated intent that they will be reviewed regularly.

The investment policy target return is 5% per annum. Having considered their financial position, the Board are agreed that part of the available cash in excess of the required statutory reserves should be assigned to investments. To this end the Board has invested with CCLA Investment Management Limited in their pooled funds on an execution only basis. The assets within the Funds are managed by CCLA and, since the launch of their new Catholic Investment Fund in April 2021, the Trustees determined to transfer assets into this fund in line with the ‘faith consistent

investment policy’. This fund and the associated policies have been designed to reflect the teachings and mission of the Catholic Church. The policy is made up of a combination of ethical restrictions, that are targeted to avoid investing in companies whose activities contradict Catholic teaching and activities conducted by CCLA (such as corporate engagement) that seek to promote the common good. The performance of the portfolio is measured against a composite index set by the Investment Manager in agreement with the Finance Sub Committee and quarterly reports will be provided to the Committee.

The Board considered the possible risks of investing in investments and agreed that monies invested (although not required by the charity in the short to medium term) should not be placed in highly illiquid securities and investments and that the Funds met their needs. The underlying holdings of the Fund may be invested in illiquid assets, but not to the extent that it would restrict withdrawals if needed. The Board agreed that a moderate risk balanced asset allocation profile be adopted but with the monies intended to be held for the long term. Ethical constraints were considered and the Fund(s) chosen were made to best suit the charity’s ethical stance.

Statement of Trustees’ Responsibilities:

The trustees (who are also directors of Caritas Diocese of Salford for the purposes of Company Law) are responsible for preparing the Trustees’ Report and the financial statements in accordance with applicable law and UK Accounting Standards (United Kingdom Generally Accepted Accounting Practice). Company Law requires the trustees to prepare financial statements for each financial year which give a true and fair view of the state of affairs of the charitable company and of the incoming resources and application of resources, including the income and expenditure, of the charitable company for that period. In preparing these financial statements, the trustees are required to:

• select suitable accounting policies and then apply them consistently, make judgments and estimates that are reasonable and prudent, state whether applicable accounting standards have been followed subject to any material departures disclosed and explained in the financial statements

• prepare the financial statements on a going concern basis unless it is inappropriate to presume that the charitable company will continue in business

• keep proper accounting records that disclose with reasonable accuracy at any time the

financial position of the charitable company and enable them to ensure that the financial statements comply with the Companies Act 2006

• safeguard the assets of the charitable company and take reasonable steps for the prevention and detection of fraud and other irregularities

The Financial Statements comply with current UK statutory requirements, the Memorandum and Articles of Association, the Companies Act 2006 and the Statement of Recommended Practice - Accounting and Reporting by Charities (FRS102).

The Trustees’ Appreciation

The trustees express their appreciation of the devotion and commitment of individuals, parishes, schools and religious communities to give, learn about, pray and take action to promote the mission of the charity. The trustees are grateful for the generosity of all supporters. This voluntary activity is the bedrock of all Caritas’ work and much of this activity is sustained by our network of dedicated volunteers, Each year, Caritas benefits from the generosity of the people of the Diocese of Salford who support, organise fundraising events and who make individual donations and bequests, The trustees’ gratitude therefore extends to our individual donors and funders who continue to show their

confidence in our work through their support. In addition, the trustees extend their gratitude to the employees and to the volunteers whose professionalism, commitment and personal values have enabled the charity to achieve so much during the year.

Provision of Information to Auditors

Each of the persons who are trustees at the same time when this trustees’ report is approved has confirmed that:

so far as that trustee is aware, there is no relevant audit information of which the charitable company’s auditors are unaware, and the trustees have taken all the steps that ought to have been taken as a trustee in order to be aware of any information needed by the charitable company’s auditors in connection with preparing their report and to establish that the charitable company’s auditors are aware of that information.

Auditors

Crowe U.K. LLP have indicated its willingness to be reappointed as statutory auditor.

Approval

This report, which incorporates the Strategic Report, was approved by the trustees On Thursday, 29th September, 2022 and signed on their behalf

Right Reverend John Arnold - Bishop of Salford

Edward Nally

Trustee & company secretary

Caritas Diocese of Salford | Annual Report and Accounts 2021 - 2022

Annual Report and Accounts 2021 - 2022 | Caritas Diocese of Salford

Independent Auditor’s Report to the Members of Caritas Diocese of Salford

Conclusions relating to going concern

• have been properly prepared in accordance with United Kingdom Generally Accepted Accounting Practice; and

Opinion

In auditing the financial statements, we have concluded that the trustees’ use of the going concern basis of accounting in the preparation of the financial statements is appropriate.

We have audited the financial statements of Caritas Diocese of Salford (‘the charitable company’) and its subsidiary (‘the group’)] for the year ended 31 March 2022 which comprise the Consolidated Statement of Financial Activities,

• have been prepared in accordance with the requirements of the Companies Act 2006.

Based on the work we have performed, we have not identified any material uncertainties relating to events or conditions that, individually or collectively, may cast significant doubt on the charitable company’s or the group’s ability to continue as a going concern for a period of at least twelve months from when the financial statements are authorised for issue.

the Charity Statement of Financial Activities, the Consolidated Balance Sheet, the Charity Balance Sheet and the Consolidated Cash Flow Statement and notes to the financial statements, including significant accounting policies. The financial reporting framework that has been applied in their preparation is applicable law and United Kingdom Accounting Standards, including Financial Reporting Standard 102 The Financial Reporting Standard applicable in the UK and Republic of Ireland (United Kingdom Generally Accepted Accounting Practice).

Basis for opinion

We conducted our audit in accordance with International Standards on Auditing (UK) (ISAs (UK)) and applicable law. Our responsibilities under those standards are further described in the Auditor’s responsibilities for the audit of the financial statements section of our report. We are independent of the charitable group in accordance with the ethical requirements that are relevant to our audit of the financial statements in the UK, including the FRC’s Ethical Standard, and we have fulfilled our other ethical responsibilities in accordance with these requirements. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our opinion.

Our responsibilities and the responsibilities of the trustees with respect to going concern are described in the relevant sections of this report.

In our opinion the financial statements:

• give a true and fair view of the state of the group’s and the charitable company’s affairs as at 31 March 2022 and of the group’s income and expenditure, for the year then ended;

Other information

The trustees are responsible for the other information contained within the annual report. The other information comprises the information included in the annual report, other than the financial statements and our auditor’s report thereon. Our opinion on the financial statements does not cover the other information and, except to the extent otherwise explicitly stated in our report, we do not express any form of assurance conclusion thereon.

Our responsibility is to read the other information and, in doing so, consider whether the other information is materially inconsistent with the financial statements or our knowledge obtained in the audit or otherwise appears to be materially misstated. If we identify such material inconsistencies or apparent material misstatements, we are required to determine whether this gives rise to a material misstatement in the financial statements themselves. If, based on the work we have performed, we conclude that there is a material misstatement of this other information, we are required to report that fact. We have nothing to report in this regard.

Opinions on other matters prescribed by the Companies Act 2006

• In our opinion based on the work undertaken in the course of our audit

• the information given in the trustees’ report, which includes the directors’ report prepared for the purposes of company law, for the financial year for which the financial statements are prepared is consistent with the financial statements; and

• the directors’ report included within the trustees’ report have been prepared in accordance with applicable legal requirements.

Matters on which we are required to report by exception

In light of the knowledge and understanding of the group and charitable company and their environment obtained in the course of the audit, we have not identified material misstatements in the directors’ report included within the trustees’ report.

We have nothing to report in respect of the following matters in relation to which the Companies Act 2006 requires us to report to you if, in our opinion:

• adequate and proper accounting records have not been kept; or

the financial statements are not in agreement with the accounting records and returns; or

• certain disclosures of trustees’ remuneration specified by law are not made; or

• we have not received all the information and explanations we require for our audit; or

• the trustees were not entitled to prepare the financial statements in accordance with the small companies regime and take advantage of the small companies’ exemptions in preparing the trustees’ directors’ report and from the requirement to prepare a strategic report.

Responsibilities of trustees

As explained more fully in the trustees’ responsibilities statement set out on page 29, the trustees (who are also the directors of the charitable company for the purposes of company law) are responsible for the preparation of the financial statements and for being satisfied that they give a true and fair view, and for such internal control as the trustees determine is necessary to enable the preparation of financial statements that are free from material misstatement, whether due to fraud or error.

In preparing the financial statements, the trustees are responsible for assessing the charitable company’s ability to continue as a going concern, disclosing, as applicable, matters related to

Caritas Diocese of Salford | Annual Report and Accounts 2021 - 2022

Annual Report and Accounts 2021 - 2022 | Caritas Diocese of Salford

going concern and using the going concern basis of accounting unless the trustees either intend to liquidate the charitable company or to cease operations, or have no realistic alternative but to do so.

Auditor’s responsibilities for the audit of the financial statements

Our objectives are to obtain reasonable assurance about whether the financial statements as a whole are free from material misstatement, whether due to fraud or error, and to issue an auditor’s report that includes our opinion. Reasonable assurance is a high level of assurance, but is not a guarantee that an audit conducted in accordance with ISAs (UK) will always detect a material misstatement when it exists. Misstatements can arise from fraud or error and are considered material if, individually or in the aggregate, they could reasonably be expected to influence the economic decisions of users taken on the basis of these financial statements.

Details of the extent to which the audit was considered capable of detecting irregularities, including fraud and non-compliance with laws and regulations are set out below.

A further description of our responsibilities for the audit of the financial statements is located on the Financial Reporting Council’s website at:

www.frc.org.uk/auditorsresponsibilities. This description forms part of our auditor’s report.

Extent to which the audit was considered capable of detecting irregularities, including fraud

Irregularities, including fraud, are instances of non-compliance with laws and regulations. We identified and assessed the risks of material misstatement of the financial statements from irregularities, whether due to fraud or error, and discussed these between our audit team members. We then designed and performed audit procedures responsive to those risks, including obtaining audit evidence sufficient and appropriate to provide a basis for our opinion.

We obtained an understanding of the legal and regulatory frameworks within which the charitable company and group operates, focusing on those laws and regulations that have a direct effect on the determination of material amounts and disclosures in the financial statements. The laws and regulations we considered in this context were the Companies Act 2006, the Charities Act 2011 together with the Charities SORP (FRS 102). We assessed the required compliance with these laws and regulations as part of our audit procedures on the related financial statement items.

In addition, we considered provisions of other laws and regulations that do not have a direct effect

on the financial statements but compliance with which might be fundamental to the charitable company’s and the group’s ability to operate or to avoid a material penalty. We also considered the opportunities and incentives that may exist within the charitable company and the group for fraud. The laws and regulations we considered in this context for the UK operations were Employment Legislation.

Auditing standards limit the required audit procedures to identify non-compliance with these laws and regulations to enquiry of the Trustees and other management and inspection of regulatory and legal correspondence, if any.

We identified the greatest risk of material impact on the financial statements from irregularities, including fraud, to be within the timing of recognition of income and the override of controls by management. Our audit procedures to respond to these risks included enquiries of management about their own identification and assessment of the risks of irregularities, sample testing on the posting of journals, reviewing accounting estimates for biases, reviewing regulatory correspondence with the Charity Commission and reading minutes of meetings of those charged with governance.

Owing to the inherent limitations of an audit, there is an unavoidable risk that we may not have detected some material misstatements in

the financial statements, even though we have properly planned and performed our audit in accordance with auditing standards. For example, the further removed non-compliance with laws and regulations (irregularities) is from the events and Michael Jayson transactions reflected in the financial statements, Senior Statutory Auditor the less likely the inherently limited procedures For and on behalf of required by auditing standards would identify it. Crowe U.K. LLP In addition, as with any audit, there remained a Statutory Auditor higher risk of non-detection of irregularities, as The Lexicon these may involve collusion, forgery, intentional Mount Street Manchester omissions, misrepresentations, or the override M2 5NT of internal controls. We are not responsible for preventing non-compliance and cannot be Date 29th September 2022 expected to detect non-compliance with all laws and regulations.

Use of our report

This report is made solely to the charitable company’s members, as a body, in accordance with Chapter 3 of Part 16 of the Companies Act 2006. Our audit work has been undertaken so that we might state to the charitable company’s members those matters we are required to state to them in an auditor’s report and for no other purpose. To the fullest extent permitted by law, we do not accept or assume responsibility to anyone other than the charitable company and the charitable company’s members as a body, for our audit work, for this report, or for the opinions we have formed.

Caritas Diocese of Salford | Annual Report and Accounts 2021 - 2022

Annual Report and Accounts 2021 - 2022 | Caritas Diocese of Salford

CONSOLIDATED STATEMENT OF FINANCIAL ACTIVITIES

(Incorporating an Income and Expenditure Account) For the Year Ended 31 March 2022

Restricted Unrestricted Total Total funds funds funds funds 2022 2022 2022 2021 £ £ £ £ INCOME
Donations and legacies 2 Other trading activities 3 Investment income 4 Charitable activities 5 TOTAL INCOME EXPENDITURE Raising funds 7 Charitable activities 6 TOTAL EXPENDITURE Net gains on investments 11 NET INCOME/(EXPENDITURE) Transfers NET INCOME BEFORE OTHER RECOGNISED GAINS / (LOSSES) Actuarial gains/(losses) on defined benefit pension schemes 18 NET MOVEMENT IN FUNDS FUND BALANCES AT 1 APRIL 2021	347,983 - - 857,481 1,205,464 - 1,612,403 1,612,403 - (406,939) 303,295 (103,644) - (103,644) 512,411		421,316 30,965 110,374 1,189,023 1,752,038 143,939 1,275,536 1,419,475 374,270 706,833 (303,295) 403,538 694,000 1,097,538 7,296,268	769,299 30,965 110,734 2,046,504 2,957,502 143,939 2,887,939 3,031,878 374,270 299,894 - 299,894 694,000 993,894 7,808,679	469,717 18,330 126,628 2,359,369 2,974,044 104,260 2,915,651 3,019,911 310,313 264,446 - 264,446 50,000 314,446 7,494,233
FUND BALANCES AT 31 MARCH 2022 14		408,767	8,393,806	8,802,573	7,808,679

All activities relate to continuing operations.

The notes on pages 44 to 83 form part of these financial statements.

CHARITY STATEMENT OF FINANCIAL ACTIVITIES

(Incorporating an Income and Expenditure Account) For the Year Ended 31 March 2022

INCOME	Restricted Unrestricted funds funds 2022 2022 £ £	Restricted Unrestricted funds funds 2022 2022 £ £	Total Total funds funds 2022 2021 £ £
Donations and legacies 2 Other trading activities 3 Investment income 4 Charitable activities 5 TOTAL INCOME EXPENDITURE Raising funds 7 Charitable activities 6 TOTAL EXPENDITURE Net gains on investments 11 NET INCOME/ (EXPENDITURE) Transfers NET INCOME BEFORE OTHER RECOGNISED GAINS / (LOSSES) Actuarial gains/(losses) on defined benefit pension schemes 18 NET MOVEMENT IN FUNDS FUND BALANCES AT 1 APRIL 2021	347,983 - - 857,481 1,205,464 - 1,612,403 1,612,403 - (406,939) 303,295 (103,644) - (103,644) 512,411	431,192 6,743 110,734 1,189,023 1,737,692 128,589 1,275,536 1,404,125 374,270 707,837 (303,295) 404,542 694,000 1,098,542 7,279,093	779,175 470,697 6,743 5,215 110,734 126,628 2,046,504 2,359,369 2,943,156 2,961,909 128,589 92,681 2,887,939 2,915,651 3,016,528 3,008,332 374,270 310,313 300,898 263,890 - - 300,898 263,890 694,000 50,000 994,898 313,890 7,791,504 7,477,614
FUND BALANCES AT 31 MARCH 2022 14	408,767	8,377,635	8,786,402 7,791,504

All activities relate to continuing operations.

Caritas Diocese of Salford | Annual Report and Accounts 2021 - 2022

The notes on pages 44 to 83 form part of these financial statements.

Annual Report and Accounts 2021 - 2022 | Caritas Diocese of Salford

CONSOLIDATED BALANCE SHEET

Registered Number: 06594417. As at 31 March 2022

Note FIXED ASSETS	2022 £	£	2021 £	£
Tangible fixed assets 10 Investments 11 CURRENT ASSETS Debtors 12 Stock Cash at bank CREDITORS: amounts falling due within one year 13 CURRENT ASSETS LESS CURRENT LIABILITIES Defined benefit pension liability 18 NET ASSETS CONSOLIDATED FUNDS Restricted Funds 14 Unrestricted - Designated Funds 14 Unrestricted - General Funds 14	2,606,563 6,075,651 327,645 - 922,511 1,250,156 (250,797)	8,682,214 999,359 (879,000) 8,802,573 408,767 6,121.692 2,272,114	2,728,656 5,541,381 359,392 10,070 914,435 1,283,897 (210,255)	8,270,037 1,073,642 (1,535,000) 7,808,679 512,411 6,159,776 1,136,492
		8,802,573			7,808,679

The financial statements were approved and authorised for issue by the Members of the Council on Thursday, 29th September, 2022 and signed on their behalf by

Right Reverend John Arnold - Bishop of Salford

Trustee

Edward Nally

Trustee & company secretary Trustee

CHARITY BALANCE SHEET

Registered Number: 06594417. As at 31 March 2022

Note FIXED ASSETS	2022 £	£	2021 £	£	£
Tangible fixed assets 10 Investments 11 CURRENT ASSETS Debtors 12 Stock Cash at bank CREDITORS: amounts falling due within one year 13 CURRENT ASSETS LESS CURRENT LIABILITIES Defined benefit pension liability 18 NET ASSETS CHARITY FUNDS Restricted Funds 14 Unrestricted - Designated Funds 14 Unrestricted - General Funds 14	2,606,563 6,075,652 326,829 - 919,440 1,246,269 (263,082)	8,682,215 983,187 (879,000) 8,786,402 408,767 6,121,692 2,255,943	2,728,656 5,541,382 358,436 9,572 911,364 1,279,372 (222,906)	8,270,038 1,056,466 (1,535,000) 7,791,504 512,411 6,159,776 1,119,317
		8,786,402			7,791,504

The financial statements were approved and authorised for issue by the Members of the Council on Thursday, 29th September, 2022 and signed on their behalf by

Right Reverend John Arnold - Bishop of Salford Trustee

Edward Nally

Trustee & company secretary Trustee

The notes on pages 44 to 83 form part of these financial statements.

Caritas Diocese of Salford | Annual Report and Accounts 2021 - 2022

The notes on pages 44 to 83 form part of these financial statements.

Annual Report and Accounts 2021 - 2022 | Caritas Diocese of Salford

CONSOLIDATED CASH FLOW STATEMENT

For the year ended 31 March 2022

Cash flows from operating activities			2022 £	2021 £
Net cash provided by operating activities Cash flows from investing activities Purchase of property plant and equipment Purchase of investments Net cash provided by investing activities Change in cash and cash equivalent in the reporting period Cash and cash equivalent at beginning of the period		182,136 (11,470) (162,590) (174,060) 8,076 914,435		(120,645) - - - (120,645) 1,035.080
Cash and cash equivalent at end of period		922,511		914,435
NET CASH FLOW FROM OPERATING ACTIVITIES Net income Unrealised gain on investments Depreciation of tangible fixed assets Loss on disposal of fixed assets Increase in debtors Decrease in creditors Decrease in stock Defined benefit pension scheme cost less contributions payable Defined benefit pension scheme finance cost		2020 £ 299,894 (371,680) 80,291 53,272 31,747 40,542 10,070 - 38,000		2021 £ 264,446 (310,313) 80,167 - (74,744) (122,935) 3,057 (19,323) 59,000
NET CASH OUTFLOW FROM OPERATING ACTIVITIES			182,136	(120,645)

NET CASH FLOW FROM OPERATING ACTIVITIES

ANALYSIS OF CASH AND CASH EQUIVALENTS 2022 £ Cash in hand 922,511 RECONCILIATION OF NET DEBT At 1 April 2021 £ Cash flow £	ANALYSIS OF CASH AND CASH EQUIVALENTS 2022 £ Cash in hand 922,511 RECONCILIATION OF NET DEBT At 1 April 2021 £ Cash flow £	ANALYSIS OF CASH AND CASH EQUIVALENTS 2022 £ Cash in hand 922,511 RECONCILIATION OF NET DEBT At 1 April 2021 £ Cash flow £		2021 £ 914,435 At 31 March 2022 £
Cash at hand and in bank	914,435	8,076	922,511

The notes on pages 44 to 83 form part of these financial statements.

Caritas Diocese of Salford | Annual Report and Accounts 2021 - 2022

Annual Report and Accounts 2021 - 2022 | Caritas Diocese of Salford

NOTES TO THE FINANCIAL STATEMENTS

For the year ended 31 March 2022

1. Accounting policies

The principal accounting policies adopted judgements and key sources of estimation uncertainty in the preparation of the financial statements are as follows:

1.1 Basis of preparation of financial statements

The financial statements have been prepared in accordance with Accounting and Reporting by Charities: Statement of Recommended Practice applicable with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS102) (effective 1 January 2019) – (Charities SORP (FRS102), the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS102) and the Companies Act 2006.

Caritas Diocese of Salford meets the definition of a public benefit entity under FRS102. Assets and liabilities are initially recognised at historical cost or transaction value unless otherwise stated in the relevant accounting policy note.

1.2 Company information

The charity is a company limited by guarantee (registered number 06594417) which is incorporated and domiciled in the UK. The address of the registered office is Cathedral Centre, 3 Ford Street, Salford, M3 6DP.

1.3 Going concern

Planning for the future in such uncertain times has created significant challenges, however the forecasts, budgets and cash flow projections have been amended for the expected impact on the charity. The trustees have reviewed the financial information and have the view that the charity has adequate resources to continue its activities for the foreseeable future and consider that there were no material uncertainties over the charity’s financial viability. The level of liquidity and reserves of the charity give confidence that we will be able to operate fully beyond the next 12 months. Caritas continues to operate in a difficult funding environment and services will be adapted to operate with the funds available. Caritas will continue to review our reserves policy taking into account the current risks that the pandemic has posed.

1.4 Consolidated financial statements

These financial statements consolidate the results of the charity and its subsidiary undertaking. The consolidation has been undertaken on a line by line basis.

The charity has taken advantage of the exemption available to a qualifying entity in FRS 102 from the requirement to present a charity only cash flow statement with the consolidated accounts.

1.5 Company status

The Charity is a company limited by guarantee. The members of the company are the trustees named on page 1. In the event of the Charity being wound up, the liability in respect of the guarantee is limited to £1 per member of the Charity.

1.6 Fund accounting

General funds are unrestricted funds which are available for use at the discretion of the trustees in furtherance of the general objectives of the Charity and which have not been designated for other purposes.

Designated funds comprise unrestricted funds that have been set aside by the trustees for particular

purposes. The aim and use of each designated fund is set out in the notes to the financial statements.

Restricted funds are funds which are to be used in accordance with specific restrictions imposed by donors which have been raised by the Charity for particular purposes. The cost of raising and administering such funds are charged against the specific fund. The aim and use of each restricted fund is set out in the notes to the financial statements.

Investment income, gains and losses are allocated to the appropriate fund.

1.7 Incoming resources

All incoming resources are included in the Statement of Financial Activities when the Charity is legally entitled to the income and the amount can be quantified with reasonable accuracy. For legacies, entitlement is the earlier of the Charity being notified of an impending distribution or the legacy being received.

Gifts in kind donated for distribution are included at valuation and recognised as income when they are distributed to the projects. Gifts donated for resale are included as income when they are sold. Donated facilities are included at the value to the

Charity where this can be quantified and a third party is bearing the cost. No amounts are included in the financial statements for services donated by volunteers.

Intangible income, which comprises donated services, is included in income at a valuation which is an estimate of the financial cost borne by the donor where such a cost is quantifiable and measurable. No income is recognised where there is no financial cost borne by a third party.

Income tax recoverable in relation to donations

received under Gift Aid or deeds of covenant is recognised at the time of the donation.

Income tax recoverable in relation to investment income is recognised at the time the investment income is receivable.

1.8 Resources expended

All expenditure is accounted for on an accruals basis and has been included under expense categories that aggregate all costs for allocation to activities. Where costs cannot be directly attributed to particular activities they have been allocated on a basis consistent with the use of the resources.

Fund raising costs are those incurred in seeking voluntary contributions and do not include the

costs of disseminating information in support of the charitable activities. Support costs are those costs incurred directly in support of expenditure on the objects of the Charity and include project management carried out at Headquarters. Support costs have been allocated to charitable activities on the basis of time spent. Governance costs are those incurred in connection with governance and compliance with constitutional and statutory requirements.

1.9 Investments

Fixed asset investments are stated at market value at the balance sheet date. Where investment assets are subject to restrictions on sale, appropriate discounts are applied to their market values. The SOFA includes the net gains and losses arising on revaluations and disposals throughout the year.

1.10 Investment properties

Investment properties are included in the balance sheet at their open market value and are not depreciated.

Caritas Diocese of Salford | Annual Report and Accounts 2021 - 2022

Annual Report and Accounts 2021 - 2022 | Caritas Diocese of Salford

1.11 Tangible fixed assets and depreciation

defined contribution pension schemes represents the amounts payable by the Charity to the funds in respect of the year.

All assets costing more than £300 are capitalised.

The charity also contributes to the GMPF which is a multi-employer defined benefit scheme.

Tangible fixed assets are stated at cost less depreciation. Depreciation is provided at rates calculated to write off the cost of fixed assets, less their estimated residual value, over their expected useful lives on the following bases:

1.14 Stock

Stock is valued at the lower of cost and net Motor vehicles - 20% straight line realisable value.

Equipment

and tenants

1.15 Financial instruments

improvements - 20% straight line

The Group has financial assets and financial Freehold buildings - 2% straight line liabilities of a kind that qualify as basic financial instruments. Basic Financial Instruments are initially recognised at the transaction value and 1.12 Operating leases subsequently measured at amortised cost using an effective interest method. Financial assets Rentals applicable to operating leases where substantially all of the benefits and risks of are held at amortised cost, comprising of cash and bank in hand, together with trade and other ownership remain with the lessor are charged to debtors. Financial liabilities held at amortised cost

Rentals applicable to operating leases where substantially all of the benefits and risks of ownership remain with the lessor are charged to the SOFA as incurred.

comprise bank loans and overdrafts, trade and other creditors.

1.13 Pensions

The Charity operates one defined contribution pension schemes and one defined benefit scheme during the year. The pension charge for the

1.16 Critical accounting judgments and key sources of estimation uncertainty

In the application of the entity’s accounting policies which are described above, the Trustees are required to make judgments, estimates, assumptions about the carrying value of assets and liabilities that are not readily apparent from other sources. The estimates and underlying assumptions are based on historical experience and other factors that are considered to be relevant. Actual results may differ from these estimates.

The estimates and underlying assumptions are reviewed on an on-going 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 periods if the revision affects the current and future periods.

The key sources of estimation uncertainty that have a significant effect on the amounts recognised in the financial statements are described in the accounting policies and are summarised below:

Fair value of investment properties

When assessing the fair value of investment properties management have taken into consideration the market value of similar properties and the current state of the properties.

Deferred income

When assessing whether income should be deferred, management have taken into consideration whether the income has performance-related conditions or other conditions attached that limit its recognition.

Defined benefit pension schemes

The charity has obligations to pay pension benefits to certain employees who are members of the GMPF. The cost of these benefits and the present value of the obligation depend on a number of factors including life expectancy, salary increases and the discount rate on corporate bonds. Management estimate these factors in determining the net pension obligation in the balance sheet. The assumptions reflect historical experience and current trends.

Caritas Diocese of Salford | Annual Report and Accounts 2021 - 2022

Annual Report and Accounts 2021 - 2022 | Caritas Diocese of Salford

2. DONATIONS AND LEGACIES	2. DONATIONS AND LEGACIES	2. DONATIONS AND LEGACIES	2. DONATIONS AND LEGACIES	2. DONATIONS AND LEGACIES
Group Restricted Funds Unrestricted Funds 2022 2022 £ £ Donations 236,151 125,426 Legacies 25,438 170,371 Appeals and collections Caritas Sunday and Annual Appeal 1,024 28,588 Lent Appeal 4,995 21,333 St Joseph’s Penny Collection - 20,649 Other events 80,375 54,949					Total Funds 2022 £ 361,577 195,809 29,612 26,328 20,649 135,324
	347,983		421,316		769,299
Charity Restricted Funds Unrestricted Funds 2022 2022 £ £ Donations 236,151 125,426 Legacies 25,438 170,371 Gift aid from trading subsidiary - 9,876 Appeals and collections Caritas Sunday and Annual Appeal 1,024 28,588 Lent Appeal 4,995 21,333 St Joseph’s Penny Collection - 20,649 Night Provision - - Other events 80,375 54,949						Total Funds 2022 £ 361,577 195,809 9,876 29,612 26,328 20,649 - 135,324
		347,983		431,192		779,175

2. DONATIONS AND LEGACIES	2. DONATIONS AND LEGACIES	2. DONATIONS AND LEGACIES
Group Restricted Funds Unrestricted Funds 2021 2021 £ £ Donations 197,172 98,254 Legacies - 50,000 Appeals and collections Caritas Sunday and Annual Appeal 12,905 28,623 Lent Appeal - 20,393 St Joseph’s Penny Collection - 13,638 Night Provision - 5,616 Other events 20,780 22,336			Total Funds 2021 £ 295,426 50,000 41,528 20,393 13,638 5,616 43,116
	230,857	238,860	469,717
Charity Restricted Funds Unrestricted Funds 2021 2021 £ £ Donations 197,172 98,254 Legacies - 50,000 Gift aid from trading subsidiary - 980 Appeals and collections Caritas Sunday and Annual Appeal 12,905 28,623 St Joseph’s Penny Collection - 20,393 Night Provision - 13,638 Other events - 5,616 20,780 22,336			Total Funds 2021 £ 295,426 50,000 980 41,528 20,393 13,638 5,616 43,116
	230,857	239,840	470,697

Caritas Diocese of Salford | Annual Report and Accounts 2021 - 2022

Annual Report and Accounts 2021 - 2022 | Caritas Diocese of Salford

3. OTHER TRADING ACTIVITIES	Restricted Unrestricted Total
Group Trading activities - book sales - charity shops	Funds Funds Funds 2022 2022 2022 £ £ £ - 6, 743 6,743 - 24,222 24,222
	- 30,965 30,965
OTHER TRADING ACTIVITIES Charity Trading activities - book sales	Restricted Unrestricted Total Funds Funds Funds 2022 2022 2022 £ £ £ - 6,743 6,743
	- 6,743 6,743

OTHER TRADING ACTIVITIES Group Trading activities - book sales - charity shops	Restricted Unrestricted Total Funds Funds Funds 2021 2021 2021 £ £ £ 600 4,615 5,215 - 13,115 13,115
	600 17,730 18,330
OTHER TRADING ACTIVITIES Charity Trading activities - book sales	Restricted Unrestricted Total Funds Funds Funds 2021 2021 2021 £ £ £ 600 4,615 5,215
	600 4,615 5,215

Caritas Diocese of Salford | Annual Report and Accounts 2021 - 2022

Annual Report and Accounts 2021 - 2022 | Caritas Diocese of Salford

4. INVESTMENT INCOME	Restricted Funds Unrestricted Funds Total Funds
Group and Charity Dividend income Bank interest Rents receivable from investment properties	2022 2022 2022 £ £ £ - 40,004 40,004 - 654 654 - 70,076 70,076
	- 110,734 110,734
4. INVESTMENT INCOME	Restricted Funds Unrestricted Funds Total Funds
Group and Charity Dividend income Bank interest Rents receivable from investment properties	2021 2021 2021 £ £ £ - 41,327 41,327 - 1,069 1,069 - 84,232 84,232
	- 126,628 126,628

5. CHARITABLE ACTIVITIES
Group and Charity Social work Community Services		Grant Contract Other Total income Income income Rent funds 2022 2022 2022 2022 2022 £ £ £ £ £ 23,262 609,378 294,306 318,091 1,234,037 674,341 - 27,397 99,729 801,467
		697,603 609,378 321,703 417,820 2,046,504
Group and Charity Social work Community Services		Grant Contract Other Total income Income income Rent funds 2021 2021 2021 2021 2021 £ £ £ £ £ 42,397 633,579 171,448 314,890 1,162,314 1,116,946 - - 80,109 1,197,055
		1,159,343 633,579 171,448 394,999 2,359,369

Caritas Diocese of Salford | Annual Report and Accounts 2021 - 2022

Annual Report and Accounts 2021 - 2022 | Caritas Diocese of Salford

6. RESOURCES EXPENDED

Activities undertaken directly Group and Charity 2022 £ Charitable activities Social work 847,307 Community Services 1,254,825	Activities undertaken directly Group and Charity 2022 £ Charitable activities Social work 847,307 Community Services 1,254,825	Support costs 2022 £ 316,735 469,072	Total 2022 £ 1,164,042 1,723,897
	2,102,132	785,807	2,887,939

6. RESOURCES EXPENDED (continued)

Support costs Salary costs Training and recruitment Travelling expenses Repairs and maintenance Office service charge Insurance Telephone Household expenses Printing, postage and stationery IT support Professional fees Bank charges and interest Books and subscriptions Depreciation Miscellaneous costs	2022 £ 479,808 3,705 5,513 15,105 39,047 15,365 9,623 11,313 5,524 12,783 52,377 2,400 16,954 63,414 9,079
	742,010
Governance costs Wages and salaries Professional fees	60,162 18,624
	820,796

During the year the charity made grants totalling £xxxxx (2021: £28,234) to individuals.

Caritas Diocese of Salford | Annual Report and Accounts 2021 - 2022

Annual Report and Accounts 2021 - 2022 | Caritas Diocese of Salford

6. RESOURCES EXPENDED

Activities undertaken directly Group and Charity 2021 £ Charitable activities Social work 1,000,916 Community Services 1,164,961 2,165,877	Activities undertaken directly Group and Charity 2021 £ Charitable activities Social work 1,000,916 Community Services 1,164,961 2,165,877	Support costs 2021 £ 347,610 395,356 742,966	Total 2021 £ 1,348,526 1,560,317 2,915,651
	1,000,916	347,610	1,348,526

Support costs Salary costs Training and recruitment Travelling expenses Repairs and maintenance Office service charge Insurance Telephone Household expenses Printing, postage and stationery IT support Professional fees Bank charges and interest Books and subscriptions Depreciation Miscellaneous costs Profit on disposal of fixed assets Governance costs Wages and salaries Professional fees	2021 £ 479,490 2,592 3,738 7,770 52,366 15,371 8,477 4,277 5,183 10,835 31,406 2,684 8,976 62,676 13,848 709,689 50,676 17,748 778,113

Caritas Diocese of Salford | Annual Report and Accounts 2021 - 2022

Annual Report and Accounts 2021 - 2022 | Caritas Diocese of Salford

7. EXPENDITURE ON RAISING FUNDS

Direct fundraising Support costs costs Group 2022 2022 £ £ Appeals and collections Trading activities – charity shops 15,350 - Fundraising and communications 80,885 30,236 Expenditure on rental properties 12,715 4,533	Direct fundraising Support costs costs Group 2022 2022 £ £ Appeals and collections Trading activities – charity shops 15,350 - Fundraising and communications 80,885 30,236 Expenditure on rental properties 12,715 4,533	Direct fundraising Support costs costs Group 2022 2022 £ £ Appeals and collections Trading activities – charity shops 15,350 - Fundraising and communications 80,885 30,236 Expenditure on rental properties 12,715 4,533	Direct fundraising Support costs costs Group 2022 2022 £ £ Appeals and collections Trading activities – charity shops 15,350 - Fundraising and communications 80,885 30,236 Expenditure on rental properties 12,715 4,533	Total Funds 2022 £ 15,350 111,121 17,468
	108,950		34,989	143,939
Direct fundraising Support costs costs Charity 2022 2022 £ £ Appeals and collections Fundraising and communications 80,885 30,236 Expenditure on rental properties 12,715 4,753				Total Funds 2022 £ 111,121 17,468
		93,600	34,989	128,589

Direct fundraising costs Group 2021 £ Appeals and collections Trading activities – charity shops 11,579 Fundraising and communications 53,924	Direct fundraising costs Group 2021 £ Appeals and collections Trading activities – charity shops 11,579 Fundraising and communications 53,924	Support costs 2021 £ - 35,147	Support costs 2021 £ - 35,147	Total Funds 2021 £ 11,579 89,071
Expenditure on rental properties 3,610		-		3,610
Direct fundraising costs Charity 2021 £ Appeals and collections Fundraising and communications 53,924 Expenditure on rental properties 3,610		Support costs 2021 £ 35,147 -		Total Funds 2021 £ 89,071 3,610
	57,534		35,147	92,681

Caritas Diocese of Salford | Annual Report and Accounts 2021 - 2022

Annual Report and Accounts 2021 - 2022 | Caritas Diocese of Salford

8. NET INCOME

This is stated after charging: Depreciation of tangible fixed assets: - owned by the charity Auditors' remuneration – audit fees Auditors' remuneration – non-audit fees	2022 £ 80,291 15,600 3,024	2022 £ 80,291 15,600 3,024	2021 £ 80,167 13,800 3,948
Staff pension contributions	62,257		73,538
During the year, no Members of the Council received any remuneration, benefits or reimbursement of expenses. (2021 - £Nil). 9. STAFF COSTS, STAFF NUMBERS AND THE COST OF KEY MANAGEMENT PERSONNEL
Staff costs were as follows: Wages and salaries Social security costs Other pension costs		2022 £ 1,800,271 143,129 62,257	2021 £ 1,973,195 151,523 73,538
		2,005,657	2,198,256
The number of employees whose emoluments amounted to more than £60,000 during the year was follows: 2022 No £60,001 - £70,000 - £70,001 - £80,000 1			as 2021 No 1 -

There were no Directors to whom retirement benefits are accruing under money purchase schemes in respect of qualifying services.

The key management personnel of the charity comprise the senior management team and are listed in the legal and administration information on page 1. The total employee benefits of the key management personnel of the charity were £266,323 (2021: £256,774). There were settlement payments in the year of £22,361 (2021: £7,000)

The average monthly number of employees during the year was as follows:

	2022	2021
	No.	No.
Administrative staff	11	13
Management staff	17	20
Home and care workers	47	73
	75	106

Caritas Diocese of Salford | Annual Report and Accounts 2021 - 2022

Annual Report and Accounts 2021 - 2022 | Caritas Diocese of Salford

10. TANGIBLE FIXED ASSETS

Group Cost At 1 April 2021 Additions Disposals	Freehold land and buildings Equipment and tenants improvements Motor Vehicles Total £ £ £ £ 3,365,713 114,385 14,000 3,494,098 - 11,470 - 11,470 (75,015) - - (75,015)
At 31 March 2022	3,290,698 125,855 14,000 3,430,553
Depreciation At 1 April 2021 Charge for the year Disposals At 31 March 2022 Net book value	337,640 68,171 6,213 412,024 61,363 16,741 2,187 80,291 (21,743) - - (21,743) 377,260 84,912 8,400 470,572
At 31 March 2022	2,913,438 40,943 5,600 2,959,981
At 31 March 2021	3,028,073 46,214 7,787 3,082,074

TANGIBLE FIXED ASSETS

Charity Cost At 1 April 2021 Additions Disposals	Freehold land and buildings Equipment and tenants improvements Motor vehicles Total £ £ £ £ 3,105,713 76,264 14,000 3,195,977 - 11,470 - 11,470 (75,015) (13,101) (14,000) (102,116)
At 31 March 2022	3,030,698 74,633 - 3,105,331
Depreciation At 1 April 2021 Charge for the year Disposals At 31 March 2022 Net book value	422,865 32,643 11,813 467,321 61,363 16,741 2,187 80,291 (21,743) (13,101) (14,000) (48,844) 462,485 36,283 - 498,768
At 31 March 2022	2,568,213 38,350 - 2,606,563
At 31 March 2021	2,682,848 43,621 2,187 2,728,656

Caritas Diocese of Salford | Annual Report and Accounts 2021 - 2022

Annual Report and Accounts 2021 - 2022 | Caritas Diocese of Salford

11. FIXED ASSET INVESTMENTS
Group Market value At 1 April 2021 Additions Disposals Revaluations	Investment Property Unlisted securities Total £ £ £ 3,205,000 2,336,381 5,541,381 160,000 1,336,382 1,496,382 - (1,333,792) (1,333,792) 285,000 86,680 371,680
At 31 March 2022	3,650,000 2,425,651 6,075,652

FIXED ASSET INVESTMENTS

Charity Market value At 1 April 2021 Additions Disposals Revaluations	Investment Property Unlisted securities Investment in Subsidiary Total £ £ £ 3,205,000 2,336,381 1 5,541,382 160,000 1,334,282 - 1,496,382 - (1,333,792) - (1,333,792) 285,000 86,680 - 371,680	Investment Property Unlisted securities Investment in Subsidiary Total £ £ £ 3,205,000 2,336,381 1 5,541,382 160,000 1,334,282 - 1,496,382 - (1,333,792) - (1,333,792) 285,000 86,680 - 371,680
At 31 March 2022	3,650,000 2,425,651 1 6,075,562
Investments at market value comprise: Investment property Unlisted investments		Charity Group Charity Group 2022 2022 2021 2021 £ £ £ £ 3,465,000 3,465,000 3,205,000 3,205,000 2,425,652 2,425,651 2,336,382 2,336,381
Total market value		5,890,652 5,890,651 5,541,382 5,541,381

Investment properties were valued by Sanderson Weatherall, Chartered Valuation Surveyors at fair value on 22 June 2018. The carrying value of investment properties was updated to current market value as at May 2022, as assessed by local independent estate agents.

All the fixed asset investments are held in the UK.

Unlisted investments are made up of £1,425,651 in the Catholic Investment Fund and £1,000,000 in the COIF deposit fund.

Caritas Diocese of Salford | Annual Report and Accounts 2021 - 2022

Annual Report and Accounts 2021 - 2022 | Caritas Diocese of Salford

11. FIXED ASSET INVESTMENTS (continued)

INVESTMENT IN SUBSIDIARY UNDERTAKING

Caritas Diocese of Salford Trading Limited is a wholly owned subsidiary of Caritas Diocese of Salford with registered number 08717793. The results of Caritas Diocese of Salford Trading Limited are as follows:

i) Profit and loss account for year to 31 March 2021 Turnover Cost of sales Gross Profit Administration expenses Other Operating Income Profit for the year Gift Aid Distribution ii) Balance sheet as at 31 March 2021 Stock Debtors Cash in hand Creditors falling due within one year Net Assets Share capital Profit and loss account Shareholders surplus	2022 2021 £ £ 24,222 3,446 (788) (202) 23,434 3,244 (14,562) - (11,379) 9,669 8,872 1,534 (9,876) (980) 2021 £ 2021 £ - 498 14,791 14,931 3,071 3,071 (1,691) (1,325) 16,171 17,175 1 1 16,170 17,174 16,171 17,175	2022 2021 £ £ 24,222 3,446 (788) (202) 23,434 3,244 (14,562) - (11,379) 9,669 8,872 1,534 (9,876) (980) 2021 £ 2021 £ - 498 14,791 14,931 3,071 3,071 (1,691) (1,325) 16,171 17,175 1 1 16,170 17,174 16,171 17,175
		17,175
		1 17,174
		17,175

12. DEBTORS
Group Due within one year Trade debtors Prepayments and accrued income	2022 £ 60,373 266,194	2021 £ 115,956 243,436
	326,567	359,392
Charity Due within one year Trade debtors Prepayments and accrued income	2022 £ 60,373 266,451	2021 £ 115,956 242,480
	326,824	358,436

Caritas Diocese of Salford | Annual Report and Accounts 2021 - 2022

Annual Report and Accounts 2021 - 2022 | Caritas Diocese of Salford

13. CREDITORS:

Group Due within one year Trade creditors Other creditors Accruals and deferred income	2022 £ 171,525 16,773 62,499		2021 £ 11,191 11,895 187,169
	250,254		210,255
Charity Due within one year Trade creditors Other creditors Accruals and deferred income Amounts due to subsidiary undertakings	2022 £ 171,525 15,082 62,499 13,976		2021 £ 11,052 11,895 185,983 13,976
	263,082		222,906
Deferred income Deferred income at 1 April 2020 Resources deferred in year Amounts released from previous years Deferred income at 31 March 2021	2022 £ 80,818 12,096 (80,818) 12,096	2021 £ 258,108 80,818 (258,108) 80,818

As at 31 March 2022 the charity was holding funds received in advance for work that will be undertaken in 2022/23.

14. STATEMENT OF FUNDS

Charity DESIGNATED FUNDS Fixed assets fund (including revaluations) Long term investments Reserve fund Pension reserve	Brought Forward Incoming Resources Resources Expended Gains/ (Losses) Transfers Carried Forward £ £ £ £ £ £ 2,728,653 - - - (122,085) 2,606,568 4,541,382 160,000 - 374,270 - 5,075,652 424,741 - - - (5,261) 419,480 (1,535,000) - (38,000) 694,000 - (879,000)
	6,159,776 160,000 (38,000) 1,068,270 (127,346) 7,222,700
GENERAL FUNDS General Funds	1,119,317 1,592,035 (1,381,475) - (175,949) 1,153,928
Total unrestricted funds	7,279,093 1,752,035 (1,419,475) 1,068,270 (303,295) 8,377,632

Caritas Diocese of Salford | Annual Report and Accounts 2021 - 2022

Annual Report and Accounts 2021 - 2022 | Caritas Diocese of Salford

Brought Gains/ Carried Incoming Resources Forward Resources Expended (Losses) Transfers Forward £ £ £ £ £ £

RESTRICTED FUNDS

Blackburn with Darwen Maryvale St Joseph’s Welfare Post Adoption Cornerstone Drop In Centre St Joseph’s Mission for the Deaf Catholic Family Care The Lalley Red Door Sr Joan’s Service Night Provision Refugee Response Education Caritas Bishop’s Fund Subtotal

- 113,700 (167,195) - 53,495 - 16,848 108,006 (134,416) - 11,672 2,110 5,000 5,000 (5,000) - - 5,000 75,103 411,273 (491,117) - 4,741 - 149,107 2,652 (41,841) - - 109,918 6,916 845 (1,543) - - 6,218 129,469 30,790 (91,940) - - 68,319 13,145 73,667 (46,300) - - 40,512 - - (15,245) - 15,245 - 4,350 85,342 (302,461) - 212,769 - 75,622 239,274 (165,318) - - 149,578 6,850 114,917 (127,140) - 5,373 - 30,000 20,000 (22,888) - - 27,112 512,410 1,205,465 (1,612,403) - 303,295 408,767

Total of Funds

7,791,503 2,943,154 (3,016,528) 1,068,270 - 8,786,399

14. STATEMENT OF FUNDS (continued)

SUMMARY OF FUNDS

Designated Funds General Funds Subtotal Restricted Funds	Brought Forward Incoming Resources Resources Expended Gains/ (Losses) Transfers Carried Forward £ £ £ £ £ £ 6,159,776 160,000 (38,000) 1,068,270 (127,346) 7,222,700 1,119,317 1,592,035 (1,381,475) - (175,949) 1,153,928 7,279,093 1,752,035 (1,419,475) 1,068,270 (303,295) 8,377,632 512,410 1,205,465 (1,612,403) - 303,295 408,767
Total of Funds	7,791,503 2,943,154 (3,016,528) 1,068,270 - 8,786,399
Transfers are made to restricted	funds from general funds where expenditure exceeds restricted income.

Caritas Diocese of Salford | Annual Report and Accounts 2021 - 2022

Annual Report and Accounts 2021 - 2022 | Caritas Diocese of Salford

14. STATEMENT OF FUNDS

Group Brought Forward Incoming Resources Resources Expended Gains/ (Losses) Transfers Carried Forward £ £ £ £ £ £ DESIGNATED FUNDS Fixed assets fund (including revaluations) 2,728,653 - - - (122,085) 2,606,568 Long term investments 4,541,382 160,000 - 374,270 - 5,075,652 Reserve Fund 424,741 - - - (5,261) 419,480 Pension reserve (1,535,000) - (38,000) 694,000 - (879,000)	Group Brought Forward Incoming Resources Resources Expended Gains/ (Losses) Transfers Carried Forward £ £ £ £ £ £ DESIGNATED FUNDS Fixed assets fund (including revaluations) 2,728,653 - - - (122,085) 2,606,568 Long term investments 4,541,382 160,000 - 374,270 - 5,075,652 Reserve Fund 424,741 - - - (5,261) 419,480 Pension reserve (1,535,000) - (38,000) 694,000 - (879,000)
	6,159,776 160,000 (38,000) 1,068,270 (127,346) 7,222,700
GENERAL FUNDS General Funds	1,119,317 1,592,035 (1,381,475) - (175,949) 1,153,928
Total unrestricted funds	7,279,093 1,752,035 (1,419,475) 1,068,270 (303,295) 8,376,628

RESTRICTED FUNDS Blackburn with Darwen Maryvale St Joseph’s Welfare Post Adoption Cornerstone Drop In Centre St Joseph’s Mission for the Deaf Catholic Family Care The Lalley Red Door Sr Joan’s Service Night Provision Refugee Response Education Caritas Bishop’s Fund Subtotal

Brought Forward Incoming Resources Resources Expended Gains/ (Losses) Transfers Carried Forward £ £ £ £ £ £ - 113,700 (167,195) - 53,495 - 16,848 108,006 (134,416) - 11,672 2,110 5,000 5,000 (5,000) - - 5,000 75,103 411,273 (491,117) - 4,741 - 149,107 2,652 (41,841) - - 109,918 6,916 845 (1,543) - - 6,218 129,469 30,790 (91,940) - - 68,319 13,145 73,667 (46,300) - - 40,512 - - (15,245) - 15,245 - 4,350 85,342 (302,461) - 212,769 - 75,622 239,274 (165,318) - - 149,578 6,850 114,917 (127,140) - 5,373 - 30,000 20,000 (22,888) - - 27,112 512,410 1,205,465 (1,612,403) - 303,295 408,767

Total of Funds

7,808,679 2,957,500 (3,031,878) 1,068,270 - 8,802,571

Caritas Diocese of Salford | Annual Report and Accounts 2021 - 2022

Annual Report and Accounts 2021 - 2022 | Caritas Diocese of Salford

14. STATEMENT OF FUNDS (continued)

SUMMARY OF FUNDS

Brought Incoming Resources Gains/ Carried Forward Resources Expended (Losses) Transfers Forward £ £ £ £ £ £ Designated Funds 6,159,776 160,000 (38,000) 1,068,270 (127,346) 7,222,700 General Funds 1,119,317 1,592,035 (1,381,475) - (175,949) 1,153,928 Subtotal 7,279,093 1,752,035 (1,419,475) 1,068,270 (303,295) 8,376,628 Restricted Funds 512,410 1,205,465 (1,612,403) - 303,295 408,767 Total of Funds 7,808,679 2,957,500 (3,031,878) 1,068,270 - 8,802,571

Transfers are made to restricted funds from general funds where expenditure exceeds restricted income.

Details of funds

DESIGNATED FUNDS:

Fixed assets reserve

The fixed assets fund has been set up to assist in identifying those funds that are not free funds and it represents the net book value of tangible assets.

Reserve Fund

This fund has been set up to reflect the anticipated costs of redundancy if the Charity were to discontinue its charitable activities.

Investment reserve

The investments fund has been set up to assist in identifying those funds that are not free funds and it represents the net book value of investments excluding short term investments to generate revenue.

RESTRICTED FUNDS:

Blackburn with Darwen Maryvale

Blackburn with Darwen Maryvale Fund relates to contract income and services provision costs for supported accommodation units in Blackburn.

St Joseph’s Welfare

The Community Development Fund represents income received to fund support work with elderly people in the North Manchester communities delivered by the St Joseph’s Welfare Service.

Post Adoption

The restricted fund relates to income received from a family trust to specifically fund therapeutic work within the Adoption Support Service.

Caritas Bishop’s Fund

The purpose of this fund is to provide immediate support to families or individuals facing a crisis.

Cornerstone Centre

Cornerstone operates as a drop-in day centre for homeless women and men and other adults marginalised because of poor mental health, learning disability or other disabling conditions. The help offered includes hot and cold beverages, snacks, cooked lunches, a good as new clothing service, laundry and shower facilities and, on occasion, haircuts. Centre workers assist people in their claims for benefit and applications for housing. The service is funded by voluntary donations and donations received specifically for the service are designated against it.

Caritas Diocese of Salford | Annual Report and Accounts 2021 - 2022

Annual Report and Accounts 2021 - 2022 | Caritas Diocese of Salford

St. Joseph’s Mission to Deaf People

Refugee Response

The St Joseph’s Mission for Deaf People Fund is used to support the deaf and hard of hearing communities in the Diocese of Salford.

This restricted fund is being used to coordinate the support of refugees in the Diocese of Salford following the global appeal by Pope Francis.

Catholic Family Care

Education

The Catholic Family Care fund is established to The Education Fund is used to provide an English provide clothing and footwear to families in need. language provision in Manchester mainly, but not Funds have arisen through the annual subscriptions exclusively for refugees and asylum seekers. received from members, net of any expenditure in Caritas in Action respect of its charitable objectives.

Leadership training out of poverty, deepening faith and the application of Catholic Social Teaching leading to practical social action.

The Lalley

The Lalley Fund is a community centre responding to local deprivation and poverty.

Gubay Crisis Fund

Red Door

The Albert Gubay Crisis Fund has been set up with the support of their Trustees to direct and target immediate relief from poverty through the administration of small grants (up to the value of £500) to families and individuals in the Diocese of Salford.

The Red Door Fund in Bury is a drop-in support service for homeless people.

Sr Joan’s Centre

The Sr Joan’s Service responds to the needs of the local community particularly the elderly and carers in Bury.

Night Provision

Funds restricted to providing The Safe Haven night

shelter.

15. ANALYSIS OF NET ASSETS BETWEEN FUNDS

Group Tangible fixed assets Fixed asset investments Current assets Creditors due within one year Pension scheme liability	Restricted Funds Unrestricted Funds Total Funds 2022 2022 2022 £ £ £ 2,606,563 2,606,563 6,075,651 6,075,651 408,767 841,383 1,250,150 (250,797) (250,797) (879,000) (879,000)
	408,767 8,393,804 8,802,571
Group Tangible fixed assets Fixed asset investments Current assets Creditors due within one year Pension scheme liability	Restricted Funds Unrestricted Funds Total Funds 2021 2021 2021 £ £ £ - 2,728,656 2,728,656 - 5,541,381 5,541,381 512,411 771,486 1,283,897 - (210,255) (210,255) - (1,535,000) (1,535,000)
	512,411 7,296,268 7,808,679

Caritas Diocese of Salford | Annual Report and Accounts 2021 - 2022

Annual Report and Accounts 2021 - 2022 | Caritas Diocese of Salford

16. OPERATING LEASE COMMITMENTS

At 31 March 2022 the group had future minimum lease payments under non-cancellable operating leases as follows:

Land and buildings 2022 £ Within 1 year - Between 2 and 5 years -	Land and buildings 2022 £ Within 1 year - Between 2 and 5 years -	Other 2021 2022 2021 £ £ £ 12,750 2,319 1,220 - 3,183 -
	-	12,750 5,502 1,220

17. COMPANY LIMITED BY GUARANTEE

The Council of the Charity guarantees to contribute an amount not exceeding £1 to the assets of the charity in the event of winding up.

18. PENSION

The charity provides pension arrangements to some of its employees through the Greater Manchester Pension Fund administered by Tameside Metropolitan Borough Council. This is a multi-employer defined benefit scheme.

The charity also provides pension arrangements through a money purchase scheme administered by Friends Provident.

The amounts recognised in the balance sheet are as follows

Fair value of employer assets Present value of funded obligations	2022 £ 5,314,000 (6,193,000)	2022 £ 5,314,000 (6,193,000)	2021 £ 5,052,000 (6,587,000)	2021 £ 5,052,000 (6,587,000)
Net pension liability		879,000		1,535,000

Fair value of employer assets has been limited to the present value of funded obligations from its fair value as there is no future economic benefits expected to return to the charity.

Amounts recognised in the Statement of Financial Activities:

Service cost Interest on Employer Assets Interest on Pension Scheme Liabilities	2022 £ (17,000) 96,000 (126,000)	2022 £ (17,000) 96,000 (126,000)	2021 £ (23,000) 98,000 (134,000)
Total net interest		(47,000)	(59,000)

Caritas Diocese of Salford | Annual Report and Accounts 2021 - 2022

Annual Report and Accounts 2021 - 2022 | Caritas Diocese of Salford

Amounts recognised in other recognised gains / (losses) Actual return less expected return on pension scheme assets Changes in financial assumptions underlying the present value of the scheme liabilities	Amounts recognised in other recognised gains / (losses) Actual return less expected return on pension scheme assets Changes in financial assumptions underlying the present value of the scheme liabilities	2022 £ 454,000 240,000	2021 £ 818,000 (768,000)
Total recognised gain/(loss) in OCI		694,000	50,000
Changes in the present value of the defined benefit obligation were as follows: 2022 £ Defined benefit obligation recognized at 1 April 2020 6,587,000 Service cost 17,000 Interest cost 126,000 Contribution by members 3,000 Remeasurement (240,000) Estimated benefits paid (300,000)			2021 £ 5,957,000 23,000 134,000 4,000 768,000 (299,000)
Closing defined benefit obligation	6,193,000		6,587,000

18. PENSION (CONTINUED)
Changes in the fair value of the charities share of scheme Fair value of employer assets at 1 April 2020 Contributions by members Contributions by the employer Return on assets (excluding interest) Benefits paid Interest income	assets are as follows: 2022 £ 5,052,000 3,000 9,000 454,000 (300,000) 96,000	2021 £ 4,416,000 4,000 15,000 818,000 (299,000) 98,000
Closing fair value of employer assets	5,314,000	5,052,000
The major categories of fund assets as follows: Assets at 31 March 2022 £ Equities 3,560,380 Bonds 797,100 Property 425,120 Cash 531,400		Assets at 31 March 2021 £ 3,637,440 606,240 353,640 454,680
	5,314,000	5,052,000
The principal assumptions at the balance sheet date: % Inflation rate (CPI) Future salary increase rate Future pension increase rate Discount rate	2022 2021 per annum % per annum 3.30 2.85 4.05 3.60 3.30 2.85 2.70 1.95

Caritas Diocese of Salford | Annual Report and Accounts 2021 - 2022

Annual Report and Accounts 2021 - 2022 | Caritas Diocese of Salford

The sensitivities regarding the principal assumptions used to measure the scheme liabilities as at 31 March 2021 are:

0.5% 0.5%	decrease increase	in in	real discount rate the salary increase rate	Approximate % increase to employer liability 5% 0%	Approximate monetary amount £’000 345 5
0.5%	increase	in	the pension increase rate	5%	340

The current mortality assumptions include sufficient allowance for future improvements in mortality rates. The assumed life expectations on retirement age 65 are:

19. RELATED PARTY TRANSACTIONS

Caritas Diocese of Salford, over several years, has been working closely with the Diocese of Salford to ensure that the charitable purposes of both charities complement their shared mission. To effect this a convergence of governance and a planned transition of Trusteeship occurred so that the trustees of Caritas Diocese of Salford are now the same as those of the Diocese of Salford.

The charity has benefited from the rent free provision of premises from the Diocese of Salford which is not deemed material for these accounts and has therefore not been included within them.

The charity has also had transactions with its wholly owned trading subsidiary, Caritas Diocese of Salford Trading Limited. As at 31 March 2023 Caritas Diocese of Salford owed Caritas Diocese of Salford Trading Limited £1,148 (2021: £13,976). During the year £9,876 (2021: £980) was paid to Caritas Diocese of Salford from Caritas Diocese of Salford Trading Limited in respect of gift aid.

There were no other related party transactions that need to be disclosed.

20. FINANCIAL INSTRUMENTS

21. POST BALANCE SHEET EVENT

1. On 30 June 2022 Caritas Diocese of Salford received a property free of charge. No formal valuation of the property has yet been made.

2. As disclosed in note 18, on the 31st March 2021 there was a liability recognised in relation to the pension scheme of £879,000. Following negotiations with both the scheme and guarantor, which were concluded after the year end, it has been agreed that Caritas Diocese of Salford will leave the scheme on the 30th September 2022. An agreement has been reached with the scheme and guarantor that on cessation providing that all of the assets and liabilities associated with the deferred and pensioner member transfer to the Guarantor then there would be no cessation payment required and hence the liability associated with the pension scheme will be derecognised following the transfer.

At 31 March 2022 At 31 March 2021

Retiring today
Males	20.3	20.5
Females	23.2	23.3
Retiring in 20 years
Males	21.6	21.9
Females	25.1	25.3

Group	2022 £	2021 £	2021 £
Financial assets measured at amortised cost	982,884	1,030,391
Financial liabilities measured at amortised cost	237,010		129,437
Financial assets consist of cash, trade debtors and other debtors Financial liabilities consist of trade creditors, other creditors and accruals

Caritas Diocese of Salford | Annual Report and Accounts 2021 - 2022

Annual Report and Accounts 2021 - 2022 | Caritas Diocese of Salford

Legal and administrative	Senior management team:	Company registered number:6594417
information	Director:	Charity registered number:1125808
For the year ended: 31 March 2022	Mark Wiggin (until July 2021)	Principal and registered offce:
	and Patrick O’Dowd (from July 2021)	Cathedral Centre, 3 Ford Street, Salford M3 6DP
Charity name:Caritas Diocese of Salford	Interim deputy director:	Secretary:
Governing documents:Memorandum and articles	Patrick O’Dowd (until July 2021)	Mr Edward Nally LLB
of association	Head of resources and support services:	Auditors:Crowe U.K. LLP, The Lexicon, Mount
	Angela McCorrnack	Street, Manchester, M2 SNT
The trustees:	Schools services manager:	Bankers:The Royal Bank of Scotland Plc, P0 Box
Chair of trustees: Right Reverend John Arnold - Bishop of Salford	Georgina Jones Head of community services:	320, St. Ann’s Street, Manchester M60 2SS
Trustees: Rev Canon Michael Cooke	Melissa Briscoe (until August 2021) Head of social action:
Rev Monsignor John Daly (Resigned 16 July 2021)	Craig Savage (from November 2021) Head of homelessness:
Rev Christopher Dawson Mr MichaeL Devlin (Appointed 27 May 2021)	Amanda Croome (from December 2021)
Sir Peter Fahy
Rev Peter Hopkinson
Mrs Mary Hunter
Rev Michael Jones
Mrs Elizabeth Lilley
Mr Brendan McCafferty
Mr Edward Nally
Dr Eamonn O’Neal

We saw it as an end to suffering and poverty by coming to a country that was safe. When I go to bed at night, I know that my children are safe - and that was our purpose. Mother, resettled

Annual Report and Accounts 2021 - 2022 | Caritas Diocese of Salford 85

Caritas Diocese of Salford | Annual Report and Accounts 2021 - 2022

Thank you! We would like to say a huge thank you to everyone who has been part of our Caritas Salford community and supported or enabled our work to continue over the past year. From individuals and organisations that donate each year, to the volunteers who have tirelessly given hours of their time to improve the lives of others; from the staff who have responded so positively and embraced this exciting period of transformation, to the professionals we’ve collaborated with across the diocese to drive forward projects and services that improve the lives of local people. We simply couldn’t carry on our work to reduce the impact of poverty, disadvantage and isolation without everyone who makes up that wider community, and we’re extremely grateful for your ongoing support.

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Annual Report and Accounts 2021 - 2022 | Caritas Diocese of Salford 87
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Caritas Diocese of Salford | Annual Report and Accounts 2021 - 2022

CARITAS DIOCESE OF SALFORD 0161-817 2250 [e-mail]

Registered number: 06594417 Charity number: 1125808