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2023-03-31-accounts

Charity registration number 1127644

Company registration number 6760783 (England and Wales)

YORK CARERS CENTRE

ANNUAL REPORT AND UNAUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2023

YORK CARERS CENTRE

CONTENTS

Page
Legal and administrative information 1
Trustees' report 2 - 8
Statement of trustees' responsibilities 9
Independent examiner's report 10
Statement of financial activities 11
Statement of financial position 12
Notes to the financial statements 14 - 23

YORK CARERS CENTRE

LEGAL AND ADMINISTRATIVE INFORMATION

Trustees Mrs R J Temple - Chair Mr J P R Dean - Treasurer Mr C Durant Ms L Shelbourn Ms H Weatherly Mr E I C Robson Mr M Walters (Appointed 9 May 2022) Mrs E Ryan (Appointed 14 June 2022) Secretary and chief executive Ms C D Zagrovic (until 31 March 2023) Mrs S Smith (from 1 April 2023) Patron Mr H Gration MBE, DL (Died 24 June 2022) Charity number 1127644 Company number 6760783 Registered office Priory Street Centre 17 Priory Street York YO1 6ET Independent examiner N Clemit ACA, FCCA JWPCreers LLP Chartered Accountants Genesis 5 Church Lane York YO10 5DQ Bankers Unity Trust Bank Plc PO Box 7193 Planetary Road Willenhall WV1 9DG Key management personnel Ms C D Zagrovic (until 31 March 2023) Mrs S Smith (after 1 April 2023) Mrs J Crosby Trustees noted above

YORK CARERS CENTRE

TRUSTEES' REPORT (INCLUDING DIRECTORS' REPORT) FOR THE YEAR ENDED 31 MARCH 2023

The trustees (who are also the directors of York Carers Centre for the purposes of company law) present their report and financial statements for the year ended 31 March 2023 which are also prepared to meet the requirements for a directors report and accounts for Companies Act purposes.

The financial statements have been prepared in accordance with the accounting policies set out in note 1 to the financial statements and comply with the charity's governing document, the Companies Act 2006 and "Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland published in October 2019".

The legal and administrative information page forms part of this report.

Objectives and activities

The company’s principal activity and public benefit is to relieve in and around the city of York the elderly, the sick and people with disabilities by providing support, advice and information to those responsible for their care.

York Carers Centre is committed to meeting the needs of all Carers in York and improving their quality of life, helping them fulfil their full potential living their own life alongside their caring role. We aim to achieve this by providing support, advice and information, representing carers’ views and influencing local and national policies and practice.

Aims

Objectives

The trustees have paid due regard to guidance issued by the Charity Commission in deciding what activities the charity should undertake.

Achievements and performance

Our Mission

Challenging the inequalities unpaid carers face, and ensuring carers have access to support and services that reflect their needs and interests.

Achievements and performance summary

YORK CARERS CENTRE

TRUSTEES' REPORT (INCLUDING DIRECTORS' REPORT) (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2023

Helping Carers Stay Well

One to One Support

This year we have provided 909 one-to-one carer support sessions with 263 carers responding to what each individual needs. This includes carers of people with mental health conditions though our work in Foss Park Hospital.

Wellbeing sessions

We delivered 21 sessions, aimed at improving carers wellbeing including:

Sessions support carers’ wellbeing, and help carers develop social contacts, while knowledgeable staff provide information and advice.

Carefree Breaks

Following our sign-up as a Community Partner with Carefree Breaks we have referred 26 carers for a break. Breaks comprise of 2-3 days free hotel accommodation and breakfast for up to 2 people. The accommodation is provided by hospitality partners who donate vacant rooms in hotels across the UK.

Telephone Listening Service

We made 140 contacts with carers through the telephone listening service, providing regular or one-off contacts with a volunteer, helping carers to keep in touch and signposting to other support where needed.

Counselling Service

Due to the reduction in our funding this year, we had to bring the carers counselling service in-house.

23 carers started counselling sessions during the year. Additional funding from Rethink - York branch and Benenden supported this, and we are hoping to expand further through grants and donations.

Groups & Activities

Keeping carers connected through groups and activities.

We helped 678 adult carers to maintain a life of their own and stay connected to other carers through 99 group activities.

Hubs in the community

We hosted 27 hubs in and around the city aimed at providing space for carers to come together in a relaxed environment. Carers can chat to each other, build up networks and obtain essential advice and information from knowledgeable staff.

Ward funding helped us to provide hot meals during the winter months and give out 40 'keep warm, keep well' packs containing blankets, thermal socks, soup and items to aid with the cost-of-living crisis.

Families affected by addiction

We ran 2 monthly groups for carers of people who have an addiction.

Sessions include peer support, guest speakers and targeted work with facilitated sessions for example ‘Managing difficult and Traumatic Relationships’, providing carers with space to validate their feelings about their role in supporting an addict and share coping strategies with each other.

Workshops, trips and events

Along with other organisations we have facilitated workshops around art and bereavement, the journey after loss, how to communicate with professionals and mindfulness.

Our successful trip to Lotherton Hall, including afternoon tea, provided carers with the opportunity for a break and time with other carers. A tour of York Minster was greatly appreciated with carers commenting that they otherwise would not find time to enjoy the city they live in.

Care home carers

After listening to carers at the Carers Action Group, we facilitated a session for carers of those living in care homes. Carers shared the emotional impact and feelings of guilt involved when your partner or parent moves into a care home. Our advice worker provided tailored information and advice including regarding paying for care.

YORK CARERS CENTRE

TRUSTEES' REPORT (INCLUDING DIRECTORS' REPORT) (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2023

Supporting carers of someone with mental ill-health

We facilitated 2 monthly groups for carers of those with a mental health condition. Sessions included the opportunity to share stories and support each other, listen to guest speakers such as the Head of Nursing, a Pharmacist and the Police. Carers shared their stories helping to raise awareness of the issues they face with professionals.

We also held focus groups hearing from carers about their experience of the person they care for being discharged from Foss Park Hospital.

Carers’ Rights

Advice work

We provided 664 carer advice sessions. 90% of carers said the advice they received has helped them.

After receiving information and advice from our specialist carer advice worker, carers said that:

Carers Assessments of Need

We completed 136 Carers Assessments of Need this year. The Assessments are undertaken by experienced staff who help carers access information and advice at a point when they first seek support, outlining what services are available as well as their rights and entitlements, alongside supporting with the emotional impact of caring.

Information sessions

Our Carers Rights Day event was planned in response to the high number of enquiries we receive about legal & financial planning, adult social care assessments, and paying for care.

We invited 4 speakers with specific knowledge in these areas to provide information and advice. Our team were on hand to advise and support carers, and there was also time for a nice lunch, Q&A session and opportunity to access individual advice.

In partnership with Crombie Wilkinson, we offered legal clinics for carers to obtain free advice on power of attorney, wills and probate.

Communicating with Professionals workshops and groups aimed to empower carers to use their rights to challenge decisions and communicate effectively.

Maximising carers’ income

This year our specialist welfare benefits worker helped 275 carers with benefits entitlements checks and support through the entire application process, generating £220,700 extra income for carers and their families.

Raising Awareness of Carers' Needs

Families affected by addiction

We completed work with NHS Mind the Gap highlighting the importance of involving carers in the development of services for those with addictions. We presented this work at several forums including National Carers Conference to over 200 professionals, and shared a carer digital story film and our newly created carer flyer 'it could happen to you'.

We held a marketplace event for all services involved in addiction support to come together and for carers to access support in one place.

Carers Action Group

The Carers Action Group was setup to ensure carers voices are heard and carers are acknowledged as experts by experience. The group meet regularly with staff and statutory services and members represent carers through City of York Council Carers Strategy meetings.

Through this group, carers have influenced the setting up of a new group for carers who care for someone living in a care home, input into Healthwatch’s report into the mental health crisis line and discussed carers breaks. They are an active group who represent carers on various forums across the city.

YORK CARERS CENTRE

TRUSTEES' REPORT (INCLUDING DIRECTORS' REPORT) (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2023

Raising awareness through the media

Throughout the year we have raised awareness of caring in our community and issues affecting carers, as well as reaching out to ‘hidden’ carers who may not be accessing any support. From regional television to local press, radio and social media, we have made caring visible in our community.

One of our substance misuse Carer Champions (who initiated the Stitch Away the Stigma campaign) was mentioned in a Channel 4 documentary “Losing my Twin Rupert” with Will Young. This has further raised awareness of the impact of addiction and signposted more carers to the centre.

Carers Week 2022

Training for health and social care staff

We facilitated Carer Awareness Training to 57 professionals from local health, social care and voluntary organisations.

Our training aims to highlight the challenges carers face, particularly around navigating statutory services and co-ordinating health and social care support.

Professionals leave with a better understanding of identifying and supporting carers, where other help is available and carers health and wellbeing.

Work with Carer Champions

Many carers are passionate about raising awareness of carers’ needs and reducing the stigma around conditions. We support those carers to make a difference, to represent the voice of carers and to help shape local services.

This year 26 volunteer Carer Champions represented York Carers Centre and carers through attending meetings, conferences and strategic forums and shared their experience at our training sessions for health and social care professionals.

Valuing Volunteers

Our committed group of volunteers are an important part of our work with carers, and we are proud to have 39 volunteers this year.

Total number of volunteer hours: 3,575.

Volunteers are involved in many areas of our work and use their skills and experience to support carers in a range of ways, including helping in groups and with activities for both adults and young carers, supporting fundraising and awareness-raising events, making one-to-one welfare and befriending calls and assisting with office/admin work.

This year, in addition to our regular volunteers, we were joined by several Health and Social Care and Psychology students on placements offering us support across the centre. Examples of their involvement include administrative tasks / research, assisting in updating records for the carers emergency card scheme, providing support at young carer youth groups, supporting staff in completing carers assessments / reviews, helping at carer hubs / stalls / events and support with our telephone listening service.

Young Adult Carers

Our work this year with 18 to 25 year old carers focused on our YACstars project, building up the service after difficult engagements following the pandemic and consolidating the support available.

We maintained our Instagram Channel @yacsyork to maintain contact, continuity, familiarity, peer support and project momentum.

Young Adult Carers directly benefitted from creative sessions, social events, one to one support and lots of opportunities to have a say in things that matter to them.

We ran a YACstars project as part of some funding to increase employability skills. Part of this project saw former Young Adult Carers talking to the group about their experiences, and highlighted how the skills gained from being a carer are transferable and valuable in employment and life in general.

We visited the Food Circle project where Young Adult Carers met with local organic food producers. The Food Circle team then cooked a wonderful meal for the carers whilst they socialised and had a break from their caring roles. We provided 10 carers with a slow cooker to enable them to cook healthy, low-energy and low-cost food to tackle emerging cost of living problems. The Food Circle provided a box of wonderful fresh, dried and preserved ingredients and a recipe card for the YACs to take away.

YORK CARERS CENTRE

TRUSTEES' REPORT (INCLUDING DIRECTORS' REPORT) (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2023

Young Adult Carers (continued)

Young Carers and Young Adult Carers attended a Mental Health Service feedback and co-production event with Humber and North Yorkshire Health and Care Partnership.

Alongside some fantastic group sessions, we’ve provided 49 one-to-one support sessions, providing a safe space for Young Adult Carers to talk openly and honestly.

Young Carers

Our continued National Lottery funded project, now in year 2 has built on the work of the Family Worker and Cognitive Behavioural Therapist to meet the increasing needs of Young Carers experiencing mental health problems.

Funding from BBC Children in Need and Holiday Activities and Food (HAF) provided 24 Summer Fun experiences, with a focus on food and nutrition and improving emotional and physical wellbeing.

Successful funding from York Children’s Trust provided 65 families with school uniforms, helping to address the cost-of-living crisis.

Activities and support focusses on building positive relationships, improving mental and emotional health as well as getting outside and having experiences that many children and young people take for granted.

We facilitated 2 sessions for Young Carers Action Day, enabling young carers to have a voice about things that are important to them, as well as having fun.

Schools

We have supported Young Carers through school drop-ins, raised awareness through school assemblies and developed a short film and presentation for schools.

Youth Clubs

Regular youth groups, called LAFFS provide a fun safe space for Young Carers to come together, share stories and have a break from caring. We have seen an increase in youth club engagement.

One-to-One Support

Tailored to individuals this support can be crucial for many young people.

Topics have included:

Trips and events

Events help to address the negative impacts children face through extended periods of isolation, loneliness and lack of participation in normal activities. Bowling, mini-golf, trampolining, ice skating, Go Ape, Flamingo Land trip are just some of the exciting and varied programmes we have offered.

In addition educational and wellbeing sessions such as attending the cookery school and creative art therapy sessions, all enhance support for Young Carers.

YORK CARERS CENTRE

TRUSTEES' REPORT (INCLUDING DIRECTORS' REPORT) (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2023

Helping Young Carers to stay well

Family Support and CBT

Successful funding from the National Lottery provided 97 individuals with Cognitive Behavioural Therapy (CBT) and / or Family Support.

This early intervention project was developed in response to the increasing needs of Young Carers aged 11 to 24, struggling with their mental health, and who often face months of waiting for diagnosis or support.

298 therapy sessions have been delivered, focusing on coping skills and techniques, alongside providing practical support for the whole family, including an essentials fund, emotional support, family holidays, foodbank vouchers, liaising with schools and statutory services. The therapeutic work has covered a range of conditions and situations, including depression, anxiety, PTSD, self-harm, grief and anger management.

The essentials fund has enabled families to access items such as beds, laptops, transport, all helping to improve outcomes for families and Young Carers.

Financial review

York Carers Centre finished the year with a surplus of £67,230 (2022: surplus £28,515). Total income increased by £55,724 to £689,479 (2022: £633,755) and at the same time expenditure increased by £17,009 to £622,249 (2022: £605,240).

Reserves policy

Free reserves of £72,358 were held at 31 March 2023. (2022: £84,577) Free reserves exclude those reserves which are restricted, fixed assets and commitments.

The trustees have now established a reserves policy and agreed on the level of reserves the charity will require to sustain its operations in the future.

Risk management

The trustees has assessed the major risks to which the charity is exposed, and are satisfied that systems are in place to mitigate exposure to the major risks.

Future Plans

With a new CEO in post, it is a good time to reflect on our activities and look to the future. There are challenges simply in maintaining the current level of provision and managing the increasing demands on the service. However, we want to strive to develop and constantly improve our service. We will build on our past achievements and reputation to maintain and develop a quality service.

Key areas we will be focussing on in the future are:

Our dedicated committed staff team are our greatest asset, and we will continue to maintain and develop family and carer-friendly policies to help staff maintain a good work-life balance.

All these plans support our Aims and Objectives as outlined under Objectives and Activities.

YORK CARERS CENTRE

TRUSTEES' REPORT (INCLUDING DIRECTORS' REPORT) (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2023

Trustees report on future plans

The trustees recognise the impact on staff of the increasing demands on the service and the pressures faced by those working across the whole of the health and social care sector. We know that the key to being able to provide quality services is maintaining a consistent and dedicated staff team.

The impact of pressures across the system and the cost-of-living crisis severely impact carers and it is more important than ever to focus our work on supporting carers own health and wellbeing, and help them to access any benefits or services that they are entitled to.

Funding streams such as the Mental Health Community Transformation Fund and the Lottery have shown the opportunities this brings to enhance support for carers who need it most, ensure their voices are heard when developing services and building strong working relationships with a wide range of partners. We would like to develop both of these areas of work further with extensions of current funding arrangements and enhanced provision for carers.

Maintaining and increasing the funding into the service to enable the provision of crucial support for carers is essential to meet their emerging needs. Areas including counselling, addiction, mental health and carer activities are all priority areas.

We have learned that even small efforts can make such a huge difference to carers for example the keep warm, keep well packs provided to support carers during winter months, or summer activities for Young Carers, but also the importance of having carers voices at the heart of decision making for example through our mental health work.

We have learned the value of having a Patron to assist in raising awareness and will seek to find a suitable Patron going forward.

Structure, governance and management

York Carers Centre is a registered charity and a company limited by guarantee not having a share capital. The company is governed by its Memorandum and Articles of Association dated 28th November 2008 and Articles dated 18th September 2014 as amended by special resolution dated 21 September 2017.

The board of trustees is responsible for management of York Carers Centre. The board consists of a minimum of 6 and a maximum of 12 trustees who should either be elected by and from the membership at or prior to the annual general meeting. Up to four persons (who need not be members of the charity) can be co-opted by the trustees because they make a special contribution or have a particular interest in the work of the charity; provided that at no time shall co-opted trustees constitute more than one half of the total board.

The chief executive who is also the company secretary reports to the board of trustees, and is responsible for the day to day management of the Carers Centre. The board of trustees hold a management meeting once a month. All trustees received training and an induction when appointed, and their training needs are reviewed annually.

Funds held as custodian trustee

At 31 March 2023 the charity held funds on behalf of Young Carers Revolution of £5,273 (2022: £6,673).

The trustees' report was approved by the Board of Trustees on 18 September 2023.

R J Temple Signed on 21/09/23 @ 09:47 Mrs R J Temple - Chair

YORK CARERS CENTRE

STATEMENT OF TRUSTEES' RESPONSIBILITIES FOR THE YEAR ENDED 31 MARCH 2023

The trustees, who are also the directors of York Carers Centre for the purpose of company law, are responsible for preparing the Trustees' Report and the financial statements in accordance with applicable law and United Kingdom 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 charity and of the incoming resources and application of resources, including the income and expenditure, of the charitable company for that year.

In preparing these financial statements, the trustees are required to:

The trustees are responsible for keeping adequate accounting records that disclose with reasonable accuracy at any time the financial position of the charity and enable them to ensure that the financial statements comply with the Companies Act 2006. They are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

YORK CARERS CENTRE

INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF YORK CARERS CENTRE

I report to the trustees on my examination of the financial statements of York Carers Centre (the charity) for the year ended 31 March 2023.

Responsibilities and basis of report

As the trustees of the charity (and also its directors for the purposes of company law) you are responsible for the preparation of the financial statements in accordance with the requirements of the Companies Act 2006 (the 2006 Act).

Having satisfied myself that the financial statements of the charity are not required to be audited under Part 16 of the 2006 Act and are eligible for independent examination, I report in respect of my examination of the charity’s financial statements carried out under section 145 of the Charities Act 2011 (the 2011 Act). In carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the 2011 Act.

Independent examiner's statement

Since the charity’s gross income exceeded £250,000 your examiner must be a member of a body listed in section 145 of the 2011 Act. I confirm that I am qualified to undertake the examination because I am a member of the Institute of Chartered Accountants in England and Wales, and the Association of Chartered Certified Accountants, which are listed bodies.

I have completed my examination. I confirm that no matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the financial statements to be reached.

N P Clemit

Signed on 21/09/23 @ 13:16

N Clemit ACA, FCCA

JWPCreers LLP Chartered Accountants Genesis 5 Church Lane York YO10 5DQ

Dated: 19 September 2023

YORK CARERS CENTRE

STATEMENT OF FINANCIAL ACTIVITIES INCLUDING INCOME AND EXPENDITURE ACCOUNT

FOR THE YEAR ENDED 31 MARCH 2023

Unrestricted
Restricted
funds
funds
2023
2023
Notes
£
£
Income from:
Donations and legacies
2
885
9,495
Charitable activities
3
402,847
274,475
Other trading activities
4
103
1,674
Total income
403,835
285,644
Expenditure on:
Charitable activities
5
408,125
214,124
Net (outgoing)/incoming
resources before transfers
(4,290)
71,520
Gross transfers between
funds
(791)
791
Net (expenditure)/income for
the year/
Net movement in funds
(5,081)
72,311
Fund balances at 1 April 2022
86,338
111,623
Fund balances at 31 March
2023
81,257
183,934		 Total
Unrestricted
Restricted
funds
funds
2023
2022
2022
£
£
£
10,380
2,067
3,561
677,322
431,535
195,565
1,777
-
1,027
689,479
433,602
200,153
622,249
445,692
159,548
67,230
(12,090)
40,605
-
(734)
734
67,230
(12,824)
41,339
197,961
99,162
70,284
265,191
86,338
111,623		 Total
2022
£
5,628
627,100
1,027
633,755
605,240
28,515
-
28,515
169,446
197,961

The statement of financial activities includes all gains and losses recognised in the year.

All income and expenditure derive from continuing activities.

The statement of financial activities also complies with the requirements for an income and expenditure account under the Companies Act 2006.

YORK CARERS CENTRE

STATEMENT OF FINANCIAL POSITION

AS AT 31 MARCH 2023

2023 2022
Notes £ £ £ £
Fixed assets
Tangible assets 10 5,265 1,761
Current assets
Debtors 11 4,809 3,394
Cash at bank and in hand 267,845 205,223
272,654 208,617
Creditors: amounts falling due within one year 13 (12,728) (12,417)
Net current assets 259,926 196,200
Total assets less current liabilities 265,191 197,961
Income funds
Restricted funds 14 183,934 111,623
Unrestricted funds 81,257 86,338
265,191 197,961

The company is entitled to the exemption from the audit requirement contained in section 477 of the Companies Act 2006, for the year ended 31 March 2023.

The director acknowledges his responsibilities for complying with the requirements of the Companies Act 2006 with respect to accounting records and the preparation of financial statements.

The members have not required the company to obtain an audit of its financial statements for the year in question in accordance with section 476.

These financial statements have been prepared in accordance with the provisions applicable to companies subject to the small companies regime.

The financial statements were approved by the Board of Trustees on 18 September 2023

R J Temple Signed on 21/09/23 @ 09:47

Mrs R J Temple - Chair

Company registration number 6760783

YORK CARERS CENTRE

STATEMENT OF CASH FLOWS

FOR THE YEAR ENDED 31 MARCH 2023

Notes
Cash flows from operating activities
Cash generated from operations
18
Investing activities
Purchase of tangible fixed assets
Net cash used in investing activities
Net cash used in financing activities
Net increase in cash and cash equivalents
Cash and cash equivalents at beginning of year
Cash and cash equivalents at end of year		 2023
£
(7,530)		 £
70,152
(7,530)
-
62,622
205,223
267,845		 2022
£
(730)		 £
41,346
(730)
-
40,616
164,607
205,223

YORK CARERS CENTRE

NOTES TO THE FINANCIAL STATEMENTS

FOR THE YEAR ENDED 31 MARCH 2023

1 Accounting policies

Charity information

York Carers Centre is a private company limited by guarantee incorporated in England and Wales. The registered office is Priory Street Centre, 17 Priory Street, York, YO1 6ET.

1.1 Accounting convention

The financial statements have been prepared in accordance with the charity's governing document, the Companies Act 2006, FRS 102 “The Financial Reporting Standard applicable in the UK and Republic of Ireland” (“FRS 102”) and the Charities SORP "Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102)" (effective 1 January 2019). The charity is a Public Benefit Entity as defined by FRS 102.

The financial statements are prepared in sterling, which is the functional currency of the charity.

The financial statements have been prepared under the historical cost convention. The principal accounting policies adopted are set out below.

1.2 Going concern

At the time of approving the financial statements, the trustees have a reasonable expectation that the charity has adequate resources to continue in operational existence for the foreseeable future. Thus the trustees continue to adopt the going concern basis of accounting in preparing the financial statements.

1.3 Charitable funds

Unrestricted funds are available for use at the discretion of the trustees in furtherance of their charitable objectives.

Restricted funds are subject to specific conditions by donors as to how they may be used. The purposes and uses of the restricted funds are set out in the notes to the financial statements.

1.4 Income

All income is 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.

1.5 Expenditure

All expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all costs relating to the category.

Charitable expenditure comprises those costs incurred by the charity in the delivery of its activities and services for its beneficiaries. It includes both the direct costs and support costs relating to such activities.

Governance costs include those costs associated with meeting the constitutional and statutory requirements of the charity and include its audit fees and costs linked to the strategic management of the charity.

Support costs include central functions and have been allocated to activity cost categories on a basis consistent with the use of resources.

1.6 Tangible fixed assets

Tangible fixed assets are initially measured at cost and subsequently measured at cost or valuation, net of depreciation and any impairment losses.

Fixed assets are stated at cost or valuation less accumulated depreciation. Individual fixed assets costing £500 or more are capitalised at cost.

Tangible fixed assets are depreciated on a straight line basis over their estimated useful lives as follows:

Computer System 33% straight line Office Equipment 33% straight line

The gain or loss arising on the disposal of an asset is determined as the difference between the sale proceeds and the carrying value of the asset, and is recognised in the statement of financial activities.

YORK CARERS CENTRE

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2023

1 Accounting policies

(Continued)

1.7 Cash and cash equivalents

Cash and cash equivalents include cash in hand and deposits held at call with banks.

1.8 Financial instruments

The charity has elected to apply the provisions of Section 11 ‘Basic Financial Instruments’ and Section 12 ‘Other Financial Instruments Issues’ of FRS 102 to all of its financial instruments.

Financial instruments are recognised in the charity's balance sheet when the charity becomes party to the contractual provisions of the instrument.

Financial assets and liabilities are offset, with the net amounts presented in the financial statements, when there is a legally enforceable right to set off the recognised amounts and there is an intention to settle on a net basis or to realise the asset and settle the liability simultaneously.

Basic financial assets

Basic financial assets, which include debtors and cash and bank balances, are measured at transaction price.

Basic financial liabilities

Basic financial liabilities, including creditors and bank loans are recognised at transaction price

Amounts payable are classified as current liabilities if payment is due within one year or less. If not, they are presented as noncurrent liabilities. Trade creditors are recognised at transaction price.

1.9 Employee benefits

The cost of any unused holiday entitlement is recognised in the period in which the employee’s services are received.

Pension costs

Staff can pay into the Pension Trust’s Flexible Retirement Plan. The assets are held separately from those of the charity. Pension costs charged in the statement of financial activities represent the contributions payable by the charity in the year.

2 Donations and legacies

Unrestricted Restricted Total Unrestricted Restricted Total
funds funds funds funds
2023 2023 2023 2022 2022 2022
£ £ £ £ £ £
Donations 885 9,495 10,380 2,067 3,561 5,628

YORK CARERS CENTRE

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2023

3 Charitable activities

Charitable Charitable
Income Income
2023 2022
£ £
Grants and contracts
City of York Council 480,353 383,421
NHS Humber and North Yorkshire Integrated Care Partnership 81,154 81,154
Carers Trust 4,940 29,265
Grant making trusts 11,460 25,171
Children in Need 8,720 8,220
National Lottery 82,695 89,869
Mind the gap NHS 8,000 10,000
677,322 627,100
Analysis by fund
Unrestricted funds 402,847 431,535
Restricted funds 274,475 195,565
677,322 627,100

4 Other trading activities

Unrestricted Restricted Total Restricted
funds funds funds
2023 2023 2023 2022
£ £ £ £
Fundraising 103 1,674 1,777 1,027

YORK CARERS CENTRE

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2023

5 Charitable activities

Salaries
DBS and recruitment
Volunteers expenses
Training and conferences
Rent and room hire
General running costs
Carers week and carers rights day
Travel expenses including parking
Activity costs
Project costs (counselling)
Newsletter costs
Hospitality for carers
Share of support costs (see note 6)
Share of governance costs (see note 6)
Analysis by fund
Unrestricted funds
Restricted funds
Support costs
Support costs
Governance
costs
£
£
Depreciation
4,026
-
Bank charges
551
-
Legal and professional fees
14,370
-
Website and IT costs
4,031
-
Advertising
1,893
-
Accountancy
-
2,430
Governance cost
-
1,109
24,871
3,539
Analysed between
Charitable activities
24,871
3,539		 Expenditure
on Charitable
Activities
Expenditure
on Charitable
Activities
2023
2022
£
£
462,504
431,332
2,544
2,502
1,211
876
5,945
4,358
12,531
21,222
39,661
48,319
899
865
4,726
2,469
55,179
43,904
3,620
16,000
4,569
6,128
450
532
593,839
578,507
24,871
24,357
3,539
2,376
622,249
605,240
408,125
445,692
214,124
159,548
622,249
605,240
2023 Support costs
Governance
costs
2022
£
£
£
£
4,026
2,019
-
2,019
551
376
-
376
14,370
9,993
-
9,993
4,031
8,857
-
8,857
1,893
3,112
-
3,112
2,430
-
1,920
1,920
1,109
-
456
456
28,410
24,357
2,376
26,733
28,410
24,357
2,376
26,733		 Expenditure
on Charitable
Activities
Expenditure
on Charitable
Activities
2023
2022
£
£
462,504
431,332
2,544
2,502
1,211
876
5,945
4,358
12,531
21,222
39,661
48,319
899
865
4,726
2,469
55,179
43,904
3,620
16,000
4,569
6,128
450
532
593,839
578,507
24,871
24,357
3,539
2,376
622,249
605,240
408,125
445,692
214,124
159,548
622,249
605,240
2023 Support costs
Governance
costs
2022
£
£
£
£
4,026
2,019
-
2,019
551
376
-
376
14,370
9,993
-
9,993
4,031
8,857
-
8,857
1,893
3,112
-
3,112
2,430
-
1,920
1,920
1,109
-
456
456
28,410
24,357
2,376
26,733
28,410
24,357
2,376
26,733
578,507
24,357
2,376
605,240
445,692
159,548
605,240
2022
£
2,019
376
9,993
8,857
3,112
1,920
456
26,733
26,733

6 Support costs

YORK CARERS CENTRE

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2023

7 Trustees

During the year the charity paid travel expenses of £93 to a Trustee (2022: £nil).

8 Employees

The average monthly number of employees during the year was:

Total
Employment costs
Wages and salaries
Social security costs
Pension costs
Holiday accrual movement		 2023
Number
27
2023
£
414,506
30,650
18,996
(1,648)
462,504		 2022
Number
23
2022
£
385,532
27,834
17,895
71
431,332

No employee received emoluments of more than £60,000 per annum (2022: none).

The average number of full time equivalent staff was 15 (2022: 14).

The total paid to key management personnel during the year was £60,911 (2022: £58,523).

9 Taxation

The charity is exempt from tax on income and gains falling within section 505 of the Taxes Act 1988 or section 252 of the Taxation of Chargeable Gains Act 1992 to the extent that these are applied to its charitable objects.

10 Tangible fixed assets

Tangible fixed assets
Computer
System
Office
Equipment
£
£
Cost
At 1 April 2022
22,889
2,029
Additions
7,530
-
At 31 March 2023
30,419
2,029
Depreciation
At 1 April 2022
22,291
866
Depreciation charged in the year
3,108
918
At 31 March 2023
25,399
1,784
Carrying amount
At 31 March 2023
5,020
245
At 31 March 2022
598
1,163		 Total
£
24,918
7,530
32,448
23,157
4,026
27,183
5,265
1,761

YORK CARERS CENTRE

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2023

11 Debtors

Debtors
2023 2022
Amounts falling due within one year: £ £
Prepayments and accrued income 4,809 3,394

12 Funds Held For Other Parties

The Charity holds funds on behalf of Young Carers Revolution.

During the year the Charity received no income (2022: £nil) and paid expenses of £1,400 (2022: £551) on behalf of Young Carers Revolution.

The balance held at year end was £5,273 (2022: £6,673).

13 Creditors: amounts falling due within one year

Other creditors
Accruals		 2023
£
4,157
8,571
12,728		 2022
£
616
11,801
12,417

14 Restricted funds

The income funds of the charity include restricted funds comprising the following unexpended balances of donations and grants held on trust for specific purposes:

Balance at
1 April 2022
£
Carers Trust
1,781
Young Carers
35,275
Young Adults
7,079
Adults
10,635
Substance Misuse Fund
2,954
Children in Need
-
Quilter Foundation
13,932
National Lottery Community Fund
32,494
Holiday Activity Fund
-
Mind the Gap NHS
-
YMH Partnership Funding
7,473
111,623		 Movement in funds
Income
Expenditure
Transfers
Balance at
31 March 2023
£
£
£
£
840
(808)
-
1,813
10,446
(5,235)
-
40,486
-
(2,136)
-
4,943
11,800
(15,529)
-
6,906
3,773
(2,448)
-
4,279
8,720
(8,871)
151
-
3,600
(18,050)
518
-
82,695
(82,937)
-
32,252
11,990
(12,013)
23
-
8,000
(8,099)
99
-
143,780
(57,998)
-
93,255
285,644
(214,124)
791
183,934		 Movement in funds
Income
Expenditure
Transfers
Balance at
31 March 2023
£
£
£
£
840
(808)
-
1,813
10,446
(5,235)
-
40,486
-
(2,136)
-
4,943
11,800
(15,529)
-
6,906
3,773
(2,448)
-
4,279
8,720
(8,871)
151
-
3,600
(18,050)
518
-
82,695
(82,937)
-
32,252
11,990
(12,013)
23
-
8,000
(8,099)
99
-
143,780
(57,998)
-
93,255
285,644
(214,124)
791
183,934
183,934

YORK CARERS CENTRE

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2023

14 Restricted funds

(Continued)

Balance at
1 April 2021
£
Carers Trust
2,160
Young Carers
34,833
Young Adults
6,584
Adults
13,424
Substance Misuse Fund
3,517
Children in Need
-
Quilter Foundation
7,178
Joseph Rowntree Foundation
2,588
National Lottery Community Fund -Dev
-
National Lottery Community Fund
-
Holiday Activity Fund
-
Mind the Gap NHS
-
YMH Partnership Funding
-
70,284		 Movement in funds
Income
Expenditure
Transfers
Balance at
31 March 2022
£
£
£
£
4,588
(4,967)
-
1,781
22,423
(21,981)
-
35,275
750
(255)
-
7,079
6,164
(8,953)
-
10,635
3,872
(4,435)
-
2,954
8,220
(8,340)
120
-
23,227
(16,473)
-
13,932
-
(2,669)
81
-
7,000
(7,017)
17
-
82,869
(50,375)
-
32,494
11,040
(11,315)
275
-
10,000
(10,241)
241
-
20,000
(12,527)
-
7,473
200,153
(159,548)
734
111,623		 Movement in funds
Income
Expenditure
Transfers
Balance at
31 March 2022
£
£
£
£
4,588
(4,967)
-
1,781
22,423
(21,981)
-
35,275
750
(255)
-
7,079
6,164
(8,953)
-
10,635
3,872
(4,435)
-
2,954
8,220
(8,340)
120
-
23,227
(16,473)
-
13,932
-
(2,669)
81
-
7,000
(7,017)
17
-
82,869
(50,375)
-
32,494
11,040
(11,315)
275
-
10,000
(10,241)
241
-
20,000
(12,527)
-
7,473
200,153
(159,548)
734
111,623
111,623

Carers Trust

Individual grants received to provide opportunities for carers to improve and maintain their health and wellbeing, support them in accessing work, training and employment and to work with them to explore a life outside their caring role.

Funding for young carers

Grants from trust funds and donations/fundraising from local businesses, churches and organisations specifically to provide activities and groups for carers under 18 years.

Funding for young adults

Grants from trust funds and donations/fundraising from local businesses, churches and organisations specifically to provide activities and groups for carers aged 18-25 years.

Funding for adults

Grants from trust funds and donations/fundraising from local businesses, churches and organisations specifically to provide activities and groups for carers aged 25+ years.

Substance Misuse Fund

Donations/fundraising from businesses and organisations specifically to provide information and support groups for carers who are affected by someone else’s substance misuse.

Children in Need

A grant to deliver a six week activity programme over the summer holidays to increase the emotional wellbeing of young carers and enable them to build emotional and mental resilience. The programme delivers workshops to learn about food and nutrition in a fun, creative way. It enables young carers to adopt healthy eating habits and cooking healthy meals on a budget, and will help families on low incomes and increase young people’s practical skills throughout their lives. Through this programme young carers will engage in physical activities that challenge and improve their physical and mental ability and benefit them from engaging in team-work, relieve stress and build fitness thereby helping overcome long-term health problems such as obesity.

YORK CARERS CENTRE

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2023

14 Restricted funds

(Continued)

Quilter Foundation (Carers Trust)

Funding from the Inspiring Change grant programme enabling young adult carers to take time out from the pressures they face to engage in fun activities and access one-to-one support helping overcome isolation and build their confidence and self-esteem. They will explore and identify future goals and plans that will help their transition into adulthood. In addition funding from the Aspirations grant programme helps young adult carers towards their goals, for example paying to complete a qualification needed for a job. On completion of the project, all young adult carers will have a portfolio featuring their skills and strengths; photographs of their achievements and a detailed action plan matching their identified goals and aspirations.

Joseph Rowntree Foundation (2022 only)

A small grant to employ a part time member of staff to facilitate a regular group for carers of people with severe mental ill health. The member of staff will also offer additional support to carers who require it and follow up any issues that arise at group meetings.

National Lottery Community Fund - Development (2022 only)

Funding for a development stage taking up to at least two months prior to the project work with young carers commencing. This will produce systems; develop partners, forums, groups, terms of reference; and also work with young adult carers to develop a group to influence the project going forward.

National Lottery Community Fund

Three year funding to employ a CBT Therapist and Family Worker to support young carers who have developed, or are at high risk of developing a mental health condition, whose caring responsibilities worry and upset them to such a degree that they are unable to function and lead normal healthy lives. The Therapist offers support to equip young carers with the tools and coping skills to manage a range of emotional conditions. Alongside this the Family Worker assesses the family circumstances and caring role and identifies appropriate help in the home, liaison with school, support for young carers to maintain their own health and wellbeing, maintain their education and lead healthy fulfilling lives transitioning into adulthood.

City of York Holiday Activities and Food Programme (HAF)

Holiday provision (Summer 2022) for young carers who receive benefits-related free school meals. School holidays for some families because of increased costs (such as food and childcare) and reduced incomes can be particularly difficult and this programme provides free holiday activities including food which encourages young people to eat more healthily over the school holidays and be more active. Engaging and enriching activities are delivered which support the development of resilience, character and wellbeing along with young carers gaining an increased knowledge of health and nutrition

Mind The Gap Programme

Phase 2 of the NHS funded programme to help integrate care systems to identify and support carers from vulnerable communities through co-production and carer-led innovation. Working in collaboration with NHS and project partners to put in place interventions, informed by 2021/22 scoping exercise, so that carers can access support to enable them to maintain their own wellbeing. This involved engaging carers and families attending a peer support group for carers looking after someone with an addiction problem and facilitating focus group sessions with carers and families to explore, discuss and share their experience.

York Mental Health Partnership Grant

NHS Humber and North Yorkshire Integrated Care Partnership grant funding to deliver a peer support service as part of the Pathway to Recovery Project to support carers of individuals with mental ill health. This is an exciting project delivering support for carers looking after someone discharged from hospital. Focus groups and carer peer support groups, together with drop-in sessions at Foss Park Hospital and Clarence Street Mental Health Hub (part of the Community Mental Health Transformation work), provide a point of contact for information, advice and support and a link into regular groups/other support services.

YORK CARERS CENTRE

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2023

15 Analysis of net assets between funds

Unrestricted
funds
Restricted
funds
2023
2023
£
£
Fund balances at 31 March 2023 are represented by:
Tangible assets
4,032
1,233
Current assets/(liabilities)
77,225
182,701
81,257
183,934
Unrestricted
funds
Restricted
funds
2022
2022
£
£
Fund balances at 31 March 2022 are represented by:
Tangible assets
1,761
-
Current assets/(liabilities)
84,577
111,623
86,338
111,623		 Total
2023
£
5,265
259,926
265,191
Total
2022
£
1,761
196,200
197,961

16 Operating lease commitments

At the reporting end date the charity had outstanding commitments for future minimum lease payments under non-cancellable operating leases, which fall due as follows:

Within one year
Between two and five years		 2023
£
4,124
743
4,867		 2022
£
-
-
-

17 Related party transactions

There were no disclosable related party transactions within the year (2022 - none).

YORK CARERS CENTRE

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2023

18
Cash generated from operations
Surplus for the year
Adjustments for:
Depreciation and impairment of tangible fixed assets
Movements in working capital:
(Increase)/decrease in debtors
Increase in creditors
Cash generated from operations		 2023
£
67,230
4,026
(1,415)
311
70,152		 2022
£
28,515
2,019
8,819
1,993
41,346