Carerso in bedfordshire f * ANNUAL REVIEW 2022/23 2 ## CONTENTS |TENTS|| |---|---| |Welcome|3| |About Us|4| |How We Support|5| |Our Year in Numbers|6| |Strategic Priorities|7| |How We Reached More Carers|8| |How We Invested in High Quality Support|10| |How We Have Been Transparent, Efficient & Effective|13| |Financial Overview|14| |How We Worked in Partnership|16| |Our Partners|18| |How We Advocated With Carers|20| |Looking Ahead|23| 3 ## WELCOME **Welcome to this year’s annual report, we hope it provides an inspiring insight into how our dedicated team of staff and volunteers have worked to reach our vision of** _**Every Carer feeling recognised, respected, and supported in their role**_ . This year has been another year of growth as demand for our services continues to increase. The areas of need we see most are based around mental health, physical health, benefits and finances. With growing demand, we continue to review how we work and what we provide to ensure that our services remain relevant, accessible, and responsive. We cannot afford to stand still in an ever changing climate and I would like extend my gratitude to our Board of Trustees and the Carers Panel, who have been unwavering in their support and constructive input over the past year. **It’s been another successful year in which Carers in Bedfordshire has continued to adapt to the post-Covid world, particularly in making the most of technology** . This has meant, among other things, that we’ve seen an increase of 60% in carers registered with us, since Covid, and staff now spend 33% more time on frontline services. A particular highlight came when we won the Transforming with Digital Award in the UK Charity Governance Awards 2023. To receive national recognition, not just amongst carers’ charities but across the whole charitable sector, is an indication of the way in which that adaptation I refer to has improved our services. We still have much to do, of course, and we look forward to working ever more closely with other organisations to improve the whole system for carer Carers in Bedfordshire is not an island, we are part of an important and sometimes complex system of organisations that come into carers lives and whilst we come in all different shapes and sizes, our successes and challenges are shared. Without the support of the Local Authorities, Integrated Care Board and our voluntary sector partners we could not achieve what we do. Of course, none of our achievements would have been possible without our dedicated team of staff and volunteers who continue to go above and beyond in their commitment to improving the lives of carers across Bedfordshire. CHRIS STELLING _**Chief Executive Officer**_ support in the next few years. No one organisation can do it all alone. As always, I would particularly like to thank all our funders, donors, partners, members and volunteers without whom we simply couldn’t operate as we do. We’re delighted to have welcomed Mercy Canning, Jagdeep Ahluwalia, Joanne Preston and Michelle Evans-Riches as new trustees. Their combined knowledge and experience will help to ensure that we continue to grow in future years. PHIL TAVERNER _**Chairperson**_ 4 ## ABOUT US ## OUR VISION Carers will feel recognised, respected and supported in their role. ## OUR MISSION To give carers access to the support, information and skills that enhances their wellbeing and enables them to remain in a caring role for as long as they choose. ## WHO WE SUPPORT ## Age of carers **----- Start of picture text -----**
4,000
3,000
2,000
1,000
0
4-18 19-25 26-45 46-65 66-80 81+
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## Gender of carers **----- Start of picture text -----**
Male Female
27.1% 71.9%
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## Carer Types supported **----- Start of picture text -----**
Sibling Carer
Young Carer 5.5%
6.2%
Adult Carer
Mental Health Carer
34%
4.3%
Dementia Carer
14.1%
Former Carer
9.1% Parent Carer
22.7%
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W e s u p p o r t m o r e t h a n **1 1 , 5 0 0** c a r e r s a c r o s s B e d f o r d B o r o u g h a n d C e n t r a l B e d f o r d s h i r e t h a t ’ s a **2 1 %** i n c r e a s e f r o m l a s t y e a r 5 ## HOW WE SUPPORT **We're a local charity which has supported unpaid family carers of all ages since 2004. They might be an older person looking after a spouse with dementia, a young person caring for a disabled sibling, a parent supporting a child with additional needs, or an adult looking after a partner with a mental health condition or addiction.** Our compassionate and knowledgeable Support Workers give a listening ear and practical advice. They help carers navigate the health and social care system, or reassure someone dealing with a difficult situation at home. We are regulated by the Charity Commission and comply with Company Law. We’re a Network Partner of Carers Trust, and also work closely with Carers UK, the UK’s two national carer charities. We have a busy program of peer support groups and activities to brings carers together. We run regular social groups, one-off activities and wellbeing events. We help carers have their say on caring matters in Bedfordshire, and beyond, working with the NHS, local councils, and influencing government, local and national. Our services include counselling, wellbeing sessions, coping with hospital admissions, grants, benefits advice and information such as the Carers magazine. We are well connected locally with many health and social care organisations and have strong links with businesses, schools and employers. Our Memory Navigation Service is for people living with memory loss and dementia, and their carers. We work closely with local and national agencies and can signpost carers to specialised sources of support. **We only do what makes life better for carers – carers are at the heart of our values.** 6 ## OUR YEAR IN NUMBERS **We have 40 members of staff (29 full-time equivalents) and 83 volunteers working across Bedfordshire to give carers access to support, information and skills which enhance their wellbeing and enables them to remain in a caring role for as long as they choose.** ## **66,000 interactions with carers** **an increase of 38% from last year** ## **20,224 telephone conversations an increase of 44% from last year** ## **133,000 unique website page views** **an increase of 33% from last year** ## **£216,080 carers grants awarded** **decrease of 12% from last year** ## **1097 unique carers attended our groups** **decrease of 21% from last year** **5070 hours donated by volunteers** **an increase of 23% from last year** 7 ## STRATEGIC PRIORITIES **As a charity supporting so many people with a diverse range of needs the Board of Trustees set strategic priorities to guide the charity in what it chooses to do and for whom. Otherwise the charity can be pulled in a number of different directions and end up working towards goals that are not rooted in its core vision and mission. In 2020 the Board published its strategic plan for the coming years; within that plan it committed to five key objectives.** ## OUR FIVE KEY OBJECTIVES: **Reach more carers** **Be transparent, efficient and effective** **Work in Partnership** **Invest in high Advocate with carers quality support** 8 ## HOW WE REACHED MORE CARERS ## **We supported professionals to identify carers** **We ran a programme designed to increase carer awareness with GP’s** . Supported by Dr Simon Lowe we worked with every practice across Bedfordshire to identify Carer Champions and embed our referral form into the GP’s System so that GP’S could refer carers far easier than before. We also developed a digital carer awareness training package for GP’s so that they can access training at their convenience. We aim to push this out to more GP's over the coming year. I really liked it; it doesn't feel like training which is nice because it's so informative but also with the videos gives it a very 'real' feel rather than having to go through slides and slides of information. I think the videos and the 'to the point' information makes it a lot easier to digest.’ **The number of carers registered with us has increased by over 40% since 2019** **----- Start of picture text -----**
12,500
10,000
7,500
5,000
2,500
0
2019 2020 2021 2022 2023
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## **Digital Advances and Re-Branding We worked to modernise our Branding and build new digital resources** We designed and built our new Online Support Hub which gives carers an easy way to find useful information. We also rebranded all our printed literature and online presence making it more engaging, eye catching and modern, we introduced our “Blobs” to help communicate our message to our diverse range of carers. ## **Social Media Strategy** **We changed the way we engaged on social media** We decided to use the platforms to highlight more broadly “Who we are and what we do” and reduce our specific event posts. Our events are too numerous and far reaching, and are already advertised to carers via our bulletins. By adopting a more clear focus about our service we have been able to use social media to increase brand awareness and registrations. 9 ## HOW WE REACHED MORE CARERS **Identifying Gaps in Carer Demographics - While we understand that there are thousands of carers who may require our support, we also recognize that there are certain carer demographics that we fail to reach as effectively as we would like.** **This year we prioritised reaching out to male carers as while they represent 42% of the carer population, they only represent 27% of those registered with us.** We got funding from the Heads Up Community Fund to trial some new ways of engaging carers with great results. ## **Heads Up Community Fund helped us:** - Deliver a media campaign to encourage - more male carers to register with us. Leaflets were delivered to 7,500 households - A banner was displayed in Kempston Rovers Football Club and we were featured on their website A Men Care Too postcard was inserted into our parent carer guide. Copies of the guide were distributed at this year’s River Festival in Bedford and via local schools. - A new dedicated web page was designed for male carers The campaign **increased** our male carer registrations by **88%** ## **National Lottery Funding** The success of the Men Care Too campaign gave us the confidence to expand this approach to reach more carers. We were delighted that the National Lottery saw the value in this work and agreed to fund us from next year. This allows us to continue our work to reach those most currently significantly underrepresented. These groups include: - Young Adult carers (aged 18-25) Ethnic minorities Males We look forward to seeing and reporting the results next year. **Thanks go to all of our generous grant funders for helping us achieve our goals** Here are a selection: 10 Thank you, I don't want to cry but you have been so reassuring and helpful. We are extremely grateful for what you have offered us so thank you so much it means every thing to us! It has made a big difference to me to be able to come into the hub and see you, thank you for everything you do, all of you. I honestly don't know what I would have done without having someone like you to talk to. Thank you for the support that you give for carers. “That's amazing thanks so, so much!! I have booked us on for a holiday at Butlins, we are all super excited! 11 ## HOW WE INVESTED IN HIGH QUALITY SUPPORT **We invested in high quality support by securing a number of new and existing roles integral to supporting carers. In addition to staff training to ensure our workforce is delivering the best support possible for carers.** ## **Wellbeing** Our adult wellbeing service has continued to flourish. 89% of carers who accessed our wellbeing service reported stable or improved wellbeing following sessions. Individual and group support was accessed and our Wellbeing Practitioner dealt with 337 referrals. Our Practitioner also regularly contributes wellbeing articles to our magazines and e-bulletins. From July to September 2022 she ran a 10 week social media campaign around the wellness wheel. Demand on our counselling service has reduced significantly since we introduced our Wellbeing Practitioner. We have seen increased demand for our young carer wellbeing service. This service focusses on one to one support for Young Carers in Bedford Borough. Funded by Bedford Borough Council’s Youth Empowerment Fund, she also contributed regularly to Young Carer e- bulletins giving tips and wellbeing advice. ## **Benefits Advice** We saw a need, carers were not receiving the awards they were entitled to. Carers told us that they didn’t know what they were eligible for, found the forms confusing and often difficult to complete alone. The Benefits service was introduced on 1st April 2022 with one welfare rights adviser three days a week. In that time we have assisted more than 318 carers and generated **£172,265.09** for carers. The requirement to close support plans within 90 days ensures that the work is focussed on advising on benefits entitlements and supporting with applications. Two volunteers have supported us this year helping carers applying for Attendance Allowance, Blue Badges and giving benefits advice. ## **Community Nurse** In February we recruited a Community Nurse to offer Health Checks for people caring for someone with a Severe Mental Illness. Health Checks are completed at home or another place where the carer and cared for feel comfortable. The results are shared with the clients GP and other healthcare professionals. Since we began 22% identified that the person has high blood pressure. · 24% identified that the person is prediabetic. · Among patients diagnosed with high blood pressure, high cholesterol, or prediabetes during their health check, 70% had not previously received a professional medical assessment to detect those conditions. 12 ## HOW WE HAVE BEEN TRANSPARENT, EFFICIENT, AND EFFECTIVE **We continued to look at how we can improve services and the way we do things to ensure the charity was running as efficiently and effectively as possible.** ## **Digital Advances** We continued to invest in our digital infrastructure and automated processes, to direct more of our resources into frontline support for carers. Examples of these initiatives are: - Continued to developed a responsive **registration form** and enhanced database efficiencies. Due to increased demand we continued to be efficient by enhancing our registration process for carers and professionals through fundraised income. The re-design now enables Carers in Bedfordshire to make the carers journey more streamlined by identifying carers needs. The specifically designed questions mean that we can now provide bespoke support plans, intervention based around key areas that impact a carers life. The impact of this is that we can prevent, reduce and delay further needs more efficiently. - We are now able to **text** to a carer individually through our CRM system. We can also text a whole group and people that will/have attended a session. The reply comes to the support worker individually and is recorded on interactions. Reminders for groups via text and email is now achievable, which makes it more efficient for support workers to send reminders about events. This has impacted waiting times and allowed us to disemmenate information more quickly. These advances allow staff to concentrate more time on front line services. ## **Excellence for Carers Award** We were awarded the national Excellence for Carers Award by the Carers Trust, for the support the charity gives to family unpaid carers in the county. The award follows a rigorous assessment of the support services we provide, including the quality of our leadership, staff, internal processes and engagement with key local partners and stakeholders. ## **Overall** To date, both small and big changes to how we work has enabled us to work with a growing number of carers within a broadly similar budget. This year we have mainly focused on embedding those changes into our everyday practice and monitoring the impact of those changes. A key challenge for us this year was to recruit Trustees who would not only meet gaps in skills and experience but also ensure the Board has a broader representation of the people we support. We were delighted to welcome Mercy Canning, Jagdeep Ahluwalia, Joanne Preston and Michelle Evans-Riches each of whom come with a wealth of experience to help ensure the charity remains well led. ## Goals for the year ahead: **Continue to invest in digital services to help us manage the demand on services** - **Embed a young carers voice in Board level discussions** 13 ## FINANCIAL OVERVIEW ## Income We have seen our statutory income take a significant decrease, but hard work within our grants and trust team has bridged the gap as income grew in this area by approximately £173,000, allowing us to continue to meet demand on services. As well as, allowed us to enhance our core offer, develop our infrastructure and pilot new ways of working. Our donation and service income decreased by 31% and 49% compared to the previous year, and continues to remain well below pre-Covid levels. Overall, total income decreased by 0.7% on the previous year. **Donations, service charges and misc income 2.27%** **Grants and Trust Foundations 37.85%** **----- Start of picture text -----**
Statutory bodies
59.87%
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14 ## Expenditure Expenditure increased by 3.8% excluding NHS Carers Grants (4.29% including NHS Carers Grants) compared to the previous year. This was largely due to: - Investment in digital infrastructure, such as our website and database Staff training We were delighted to end the financial year with a surplus of £38,133. This includes the funds we hold for the NHS carers grants **----- Start of picture text -----**
Fundraising
1.92%
Carers grants
18.31%
Dementia services
6.80%
Carer services
72.97%
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## Funds in Reserves At the end of the 2022-23 financial year the total reserves of the charity stood at £430,320. These are funds that we hold to provide resilience for the charity against any unforeseen circumstances. Our policy is to hold a minimum of 4 month’s salary costs of all staff on all projects and three months’ central organisational costs, and a maximum of 150% of this amount in unrestricted reserves. The total reserves figure is lower than the policy as we are currently working towards targeting a minimum of 4 months salary costs and 4 months central organisation costs. The total funds that we hold in reserves are in three categories for future activity: ## **Restricted 3.8%** ## **Unrestricted 47.2%** Funds that are held to manage uncertainty, unforeseen financial variations and short-term changes in circumstances. The funder restricts the activities or projects that the funds can be used for ## **Designated 49%** We allocate the funds to activities or projects necessary to achieve certain outcomes or objectives 15 I just wanted to thank you so much for the lovely food parcel, it was so kind. Have a lovely Christmas and stay safe Many, many thanks for the opportunity to have all the yoga classes and reflexology sessions. It's made my January. That's a very long winded way of saying I really do want your help and I value it so much and couldn't believe there was someone who could offer the assistance that you kindly proposed. 16 ## HOW WE WORKED IN PARTNERSHIP **We worked with many partners to deliver sessions and groups, as well as team up on special projects to support carers.** ## **Young Carers National Voice** We continued our work with Young Carers National Voice which is a growing network of local organizations that are committed to promoting the voice of young carers. The aim of the network is to bring together young carers from across the country to campaign collectively on the issues that are important to them. ## **Sue Ryder** Caring for someone with a life limiting illness with Sue Ryder St Johns Hospice and ELFT Macmillan Specialist Psychotherapy developed a 6 week programme for carers offering a mix of emotional and practical support for 2 hours a week. Carers able to attend in person or via Zoom. The course covered self care, coping with loss and change, managing worries, legal and financial matters, what to expect in the last days of life, organising funerals and future planning. Each session concluded with a mindfulness or relaxation exercise . Our first programme was delivered during February and March 2023 with further programmes planned for later in the year. I found the course enormously helpful during a terribly stressful time of my life. I feel the course prepared me well for what was to come. ## **Tibbs Dementia** Since April 2022, we have increased our partnership working with Tibbs, to include regular team meetings, an internal referral system incorporated into an MS Teams channel, cohosting groups to offer additional services and guidance to more carers. We continue to work together with them to provide service information at the Moving Forward groups and regularly promote their groups and encourage carers to attend. ## **Memory Assessment Service** We continue to work together with the Memory Assessment Service, providing information for those recently diagnosed at their Moving Forward groups. We also receive referrals from the Memory Assessment Service, on average this is 44 referrals per quarter. 17 ## HOW WE WORKED IN PARTNERSHIP ## **Conference** In November 200 carers from across Bedfordshire attended an in-person and online conference aimed to help them learn from each other, make sense of and manage change, and deal with modern challenges. There were also dozens of organisations with information stands from partner agencies and different teams within Carers in Bedfordshire, with other talks about care homes, mental capacity, power of attorney, deputyship and advocacy also taking place. ## **Young Carers Alliance** The Young Carers Alliance is a growing network of over 150 organisations and 350 individuals committed to changing this and improving the support available for young carers, young adult carers and their families. They bring together representatives from research, policy and practice, all of whom are committed to bringing about improved outcomes for all young carers. The Young Carers Alliance provides opportunities for collaboration, sharing best practice and a strong, collective voice for young carers. ## **Young Carers Bedroom Makeover** Two Bedford young carers, aged 4 and 9, were nominated for a bedroom makeover to celebrate national Young Carers Action Day (15 March 2023). This was in recognition of the amazing care they give to three of their family members who have physical health conditions. We teamed up with **bpha** , **Baileys** heating company, **Bellgroup** and **Bedford Repair Café** to transform the bedroom which the sisters share. ## Goals for the year ahead: - **Improve carer awareness amongst health and social care staff Improve carer awareness with employers Support partner organisation to deliver support in condition specific areas** 18 ## OUR PARTNERS **Here are some of the partners we've been working collaboratively with over the last year to provide a high quality service to carers** We are grateful to the Integrated Care Board (NHS), Central Bedfordshire Council and Bedford Borough Council who have supported Carers in Bedfordshire both financially and with key projects. Whilst Carers in Bedfordshire is an independent charity we would not be able to have the impact we have without their support. We are also grateful to these organisations who have worked with us to support carers: 19 Since I lost my wife this July the group has been so good, helped me move forward Thank you for the walk and chat yesterday. I really enjoyed it. Thank you for your advice too. Thank you for today honestly makes a difference when you feel someone gets it and listens, so I don't feel like I should be over this by now. So, thank you for listening. 20 ## HOW WE ADVOCATED WITH CARERS **We advocated with carers in a number of ways helping them to get their voice heard and be the instrument for change. This included in how we run our services, how partners run theirs. This year we identified three priority areas that carers have said were most important to them:** ## **Carer assessment process** ## **What were carers telling us?** That the Carers offer in Bedford Borough did not give enough choice to carers about how they could access additional support. Many carers who would benefit from an assessment were either not aware that this was an option, had been waiting for a long time or did not want the hassle of more forms to complete. ## **What did we do?** Discussed these concerns with the local authorities to identify a way forward. Updated our literature and guides to better emphasise when an assessment might be useful to carers. ## **What has changed?** Bedford Borough has now changed their offer so carers can now have the freedom to arrange and pay for support services of their choice through direct payments. We remain in dialogue with both councils as to see how we can better work together so that carers who would benefit from an assessment can access one without going through an onerous process. ## **What did we do?** Raised those issues with the local authorities and carried out a survey with carers to help quantify this need. We supported carers to raise these issues themselves through engagement exercises with the local authority and continued to identify this as a central barrier to carers wellbeing. ## **What has changed?** Central Bedfordshire have published a carers strategy which includes a commitment to review respite options. Given the limited progress and the fact this remains a central barrier to carers wellbeing, Carers in Bedfordshire’s board have taken the decision to investigate the viability of opening a respite service either by ourselves or in partnership with another organisation. ## **Young Carer Support in Central Bedfordshire** ## **What were carers telling us?** That support for young carers in Central Beds wasn’t comparable to the support offer in Bedford Borough ## **What did we do?** ## **Increase Respite Options** ## **What were carers telling us?** That their health and wellbeing was being adversely affected by not feeling able to take a break from their caring role. Carers reported that the lack of choice and access to finances were the principal reasons behind this. Raised those issues with the council, detailing where the gaps in their provision were. CBC’s Healthwatch also investigated and published a report on their findings which mirrored our concerns. ## **What has changed?** Central Beds have updated their website so their offer is more clear and are working to recommendations from the Healthwatch report. 21 ## HOW WE ADVOCATED WITH CARERS **We continued to listen to carers, hearing about their lives and their concerns. We are grateful to the carers who are willing to share their stories and give their time to help us and other carers.** ## **Carer Stories** We continued to grow our list of Carer Stories. Six carers stories were published this year to highlight the coping mechanisms used by carers facing many different types of struggles. Powerful messages – other carers can relate to, service providers can learn, informs our strategy; two of them part of the GP learning package. We thank those that were willing to share their stories and would be keen to hear from any other carers who would be willing to tell their story to help other carers and professionals alike. ## **Carers Panel** This year we introduced a Carers Panel, as a formal governance measure to give trustees a direct co-produced channel of dialogue with carers. After an introductory session, two formal meetings were held this year – all are hybrid. The Panel now takes place a fortnight before the Board meeting and up to two Carers Panel members attend those as observers. Discussions have focused on accessibility and inclusion and consulting with carers. We’d like to thank all those who serve on the Carers Panel for their commitment and support **----- Start of picture text -----**
Carer Stories on our YouTube
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channel
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## **Future Goals:** **We will continue to advocate on those priority areas as we have not yet made the progress we would like to.** 22 Everyone at Carers in Bedfordshire is wonderful/ kind and very helpful. I will be making a donation to say thank you. I am blown away with everything you have told me and offered today. the whatsapp group sounds amazing and made me quite emotional thanks Thank you for listening I hadn't realised I would be able to have support whilst my mum was in the Nursing Home receiving end of life care or afterwards when she passed away - didn't think I was still a carer. 23 ## LOOKING AHEAD There is little doubt that the past few years have created many challenges for both carers and us as an organisation. The effects of Covid and the rise in the cost of living have had a detrimental impact on carers physical and mental health. As we move forward, we need to be prepared to support a growing number of carers, allowing them to survive and thrive in their caring role, however, we know that this will not be straightforward. Over the past four years the number of people we have supported has grown by 76% yet our income has only grown by 12%. This has meant that the amount we can spend on each carer has reduced significantly while service delivery costs are continually increasing. To date, changes we have made in how we work, and support carers has enabled services to cope with demand, however, looking ahead, we expect demands to increase and the costs to deliver those services will also rise. Securing additional investment into those services is always difficult. Many charities around the country are facing a similar situation. Recognising these challenges, the Board of Trustees and the Carers Panel have begun to think about how Carers in Bedfordshire positions itself in the coming years so that we remain mission focused in these ever challenging circumstances. We hope to share those plans with you in the early part of 2024. If you are a carer or a former carer and want to help shape how we meet these challenges, then please consider joining our Carers Panel. ## **Rising Demand** |**Rising Demand**||||| |---|---|---|---|---| ||**2019/20**|**2020/21**|**2021/22**|**2022/23**| |No. of Carers Registered|6500|8000|9,500|11,500| |Income|£1,216,402|£1,279,993|£1,370,372|£1,369,899| |Available expenditure per
carer|£187.14|£160.00|£144.25|£119.12| **We support unpaid carers across Bedfordshire. Carers are at the heart of everything we do. Would you like to help?** SUPPORT US VOLUNTEER DONATE BE HEARD CARERS VOICE **www.carersinbeds.org.uk Registered charity no 1135507 Company registered no 07140432** CARERS IN BbDFORDSHlRE REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31" MARCH 2023 REGISTERED COMPANY NUMBER: 07140432 (England and Wales) REGISTERED CHARITY NUMBER: 1135507 Carers O in bedFordshire AUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 31st MARCH 2023 CARERS IN BEDFORDSHIRE REPORT OF THE TRUSTEES ST FOR THE YEAR EL¥DED 31 MARCH 2023 CONTENTS OF THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31sr MARCH 2023 Page Structure, Governance and Management Reference and admlnlstratlve detalls Statement of the Trustees responsibilities Report of the Independent Auditors Statement of Flnanclal ActSvltles Balance Sheet Statement of Cash Flows Notes to the Flnanclal Statements Detailed Statement of Financial ActNitie5 8-10 li 12 13 14-21 22 See Annual Review for a summary of achievement and performance In 202212023 CARERS IN BEDFORDSHtRE REPORT OF THE TRUSTEES FOR THE YEAR EL¥DED 31 MARCH 2023 srRucfuRE, GOVERNANCE AND MANAGEMENT Governlng Document The Charty Is controlled by Its govemirnJ d(xumen¢ the Artides of Assodatton, and consttiutes a Ilmltsj c(mpany, limrt&l by guarantee as defin￿ by the Companies Act 2006. It is reglstered as a charity wlth the Chaty Commlsslon. Artkles of Assooatlon were updated and adopted by the member5 at the Annual General Meeting held on 25 November 2016. Recruitment and appointment of Dlrect The Dlrectors of the company, also charlty Trustees for the purposes of charlty law aml under the CoMpan￿S arbcles, revised as at 25 NovemLEr 2016, are known Coll￿tivelY as the Board. Under the requirements of the Artid&s of AS$￿1atk￿, the Board consists of not fewer than four and no more than 14 persons. The mwnbers of the Board a￿ initially apFolnted by the Board to flll a vacancy and at the folbwing Annual General Meetlng (AGM), appolnted dlrectors offer themsefv& for electk)n. The￿after at the third annual general meeting after thelr last eleCt￿)n a Trust* Dlrector must ret1￿. They are ellglble for rtr election for two further terms and may not serve mcffe than nlne years in offke. In order to manage the trdnsitTrJn to this new system for re5igrwtion and re-election of Trustee Directors, accourt shall not be tsken of any time Se￿ed by the Trustee dlrector tefore 25 NOVem￿r 2016 when calculatlng the tlmlrKJ of the 3-year retirement and re-dection. Phil Taverner has acted as Chalr, and Grdham MIIL5 has acted as Treasurer throughout the year. Helen Battersty rettred as a director during the year. Indurtton and tralnlng of new Dlrectors All new Directors are r4uired to provide two Satisfactory referen￿5 and are subject to an enhan￿ DBS check. All r￿W Directors underyo an Induction proJramme to brlef them on thelr obligatlons and are supplled wlth an Inductknn pacl whlch Indudes written Informatlon about., • The obligations of Dlrectors and a Trustee Code of Conduct . The Attides of Assctiation • The most recent Annual Report arKI Accounts . Operational perfomiance reports Dlrths are encouraged to attend approprlate extemal tralnlrKJ events to SUPF#)rt th￿￿ in their role. Oryanlsatlonal strurture Carers In Bedfortlshire (CIB) is govern￿ by a Board which meets qUarte￿Y and is re5tonsible for the strategic direction and PM)licy of the onJanisation, erfjuriThJ that it is SO￿en( operating in a p￿fessIOnal manner arKI delivering the outccffie5 for which rf( has been set up. The Board met on 6 occastons during year, including at two strategy meetlNJs, At 31 March 2023, the Board comprlsed 12 Trustee Directors from a vadety of b￿grOundS relevant to the work of the charty. The Board has tyvo sUb￿mmILt*$, The Finan￿ Committee consists of not less than 4 Directors appolnted by the main Board of DI￿t0[5 With an approprlate mix of financial and bu51r￿sS skllls. This group has met 4 tlmes durlrvj thls flnandal year. TIE Nominations Committee deals with Board recrultment, training and Suc￿s1On plannlng. The Chief Exeartive Offttr (CEO) is apwinted by the Board to implement the bjregj strategy and to manage the day-to-day OFerntions of the charity. To facilitate effective operations, the CEO has delegated authorty, with terms of delegation approved by the E4)ard, for operatlonal matters IncludirvJ finan￿, employment and Servi￿ delivery. A Senior Leadership Team of three, each re￿￿ng to the CEO and overseelng the work of a small team, are res￿nsIble for day-to-day operntional management, supervision and tralnlng of the staff team. ensuring they devdop their skills and go)J worklng pract1￿. The stafffin9 level for the year was an average of 29 full time equfvalent employees and there We￿ 40 lThJivKluals employed on a ftjll or part time basis by Carers in Eejfordshire at 31 Marth 2023, CAREILS IN BKDFORDSHIRK REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31- MARCH 21123 Related partles The thorfty Is a Nefy￿k Partner of ca￿r$ Tntst and afflllatsy to Carer5 UK. In so far as it 6 c(¥nplementsry to charty's Ob￿Ve$, the charty is guided by natlonal and bcal p)licy. At the rkitional level it 15 Steer&J by the governmenvs National Carers. Strategy arn1 ￿levant National SeNitr Frameworks for a range of illnesses and disabilities. The charity 5uppM)rts the work of Bedford Borough Council, Central Bedfordshlre Councll, and ￿fordShIre Cllnlcal ccrfnm1ssl￿l￿j Group Carers, Strategks and monltor5 the outcome5 of these Strategies using feedback from its memlxr5hlp, The Chief Executive Offi￿r and stsff are representsj on key local partnershlps to delfver the rElevant strategies In Pedfordshlre. Membershlp Eath Member of the Charty uTrJertakes that, If Charlty Is wound up whlle they are a Memter, or within one year after tlw wse to be a Member, they wlll contribute a sum not exceedlThJ £1 to the assets of the Charity for,. payment of the debts and Ilabilities of the Charty contracted bdore they wse to be a Member; and payment of costs, charges and expenses of wlTrJlng up Honorary Llfe Members a￿ knbers Lyjt a￿ exanpt from subxripuon d￿rge5 tf set. All Members must pay the subsolpttons (ff ary) that the Board dechjes from tSme to The Eoard may ft dffferSrwJ rates for subsc11p￿0ns for memters. At F*esent no membershlp subscrfptbn Is set. Members are entitlèj to attend the annual general meeting of the Charity and may vote in person or by proxy. During the year endiThJ 31 March 2023 in accordarKe with the Articles of AssLxiation, the levd of membership fees was set as zero by the Board In order to remove barrier5 to membership. Ewy carer reglstered wlth aB wlll have access to most of the charfvs *rVI￿S. As at 31 March 2023 there We￿ 12 MeM1￿rS, 2 Honorary Ufe Memters and 10,714 registered carer5. The undertying number of registered carers continues to incwse. Governance The skills, exPerfen￿ and expertlse of the D￿r￿rS assur? the robust goverroKe of the Charty. D1￿CtorS have experientr in strategic managemen( systems, human resour￿, finance, projett management, rtsk assessment, edLKatK)n, training, facilit￿$ managenEnt aThJ an in4epth understanding of carers, Issues. Durlng the year, at least 50% of the knrd have had or still have personal experien￿ of carfw. Procojures are in pla￿ to ensure Complian￿ wlth health and saf&y and safeguardlng prnctitr of stsff, Voluntee￿ and vk5thrs to the premlses. The Board Is awa￿ of Its reskKJnslblllty to ern$u￿ that the cha￿ty acts throlpjh susialnable means aThJ is reswnsible for mlnlmlslng ￿ Impact on the environment. Rlsk management The Board maintains a rlsk reglster whlch Is reviewed regu￿rIY. It as a ￿ntral rerosttory for all significant Strateg￿ risks ident[r￿d by the organisation and, for each risk, indudes infomiation suth as risk probablllty, impa¢ mitigation and risk owner. The risk register was discussed in detail at each ￿rd meeting. The Board has direct reswnsikility for overseeing mn-financial risks, with the Finan￿ Committ& providing detalled SUPFQrt to the Board on financial matters induding financial risks. Publlc benefit The Board of Dlrectors has regard to the requlrement to derrvistrate the publlc benefrf( of charitys attivty as defined in *Yion 4 of the ¢3orities Act 2￿6, Most of the charity's servres have been offered free of charge to all carers, For some serv1￿, orers are as￿ for a contribution towards Its cost of provlslon. CARERS IN BEDFORDSHIRE REPORT OF THE TRUSTEES ST FOR THE YEAR ENDED 31 MARCH 2023 Unpaid Ca￿rS in England arKI Wales contribute a siaggerlrwJ É445 mllllon to the e£onomy ev￿ydaY (thays £162 blllion per year (source Petrlllo and Bennett 2023). The value of unpawj care Is equNalent to a second NHS In England and Wales, whkh in 202012021 recefved an estimated £164 blllDn In fundlng (Sour￿ Petrillo and Bennett 2023). Accordlnglyi the charfty's servlce5 are designed to enable those who wish to continue carfrKJ to do so; to tre Informed and enabw to access 5UPPOrt and to have a volce. to have a Ilfe outside cl carirKJ, wlth equal opportunty to access worK leisure and aucation. Support Is continu& even If tIE IndNldual w￿h care needs Is admltted to residentkil care or rf they pass away. Reseryes pollcy The Board of Directors has regard to managing its level of reserves effectivety. As a not-for-profit organlsation It has devek)ped and adopted a wllcy on reseNes, which estsblishes a level of reserves that FS right for the charity. ReseNes are held In three categorÈs for future activity: Restrkbj - where the funder restrKts the acknvrtles or projects the funds can be used for Designated - where a8 determlrEs the artmtles or projects necessary to achleve ￿rtain outcomes or objectives Unrestricted - that are hekl to manage Un￿rtaInty ar￿ CiB's capacity to manage unforeseen flnandal dlfflcultles and short-tsmi changes In drcumstances. CIB are working towards targeting a mlnlmum of four month's salary cosis of all stsff on all projects and four months ntral organisational costs a maximum of 1500kJ of this amount in unrestrlcted reserves. Based on these flnancSal Statements the minimum equates to £332,4C6 and the maxlmum £498,609. CARERS L¥ BEDFORDSHIRE REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31ST MARCH 2023 REFERENCE AND ADMINIslliATIVE DEfAILS R4lstered Company number 07140432 (Ervjland Wales) Reglstered Charlty number 1135507 Reglstered office Carers in eedfordshire Fitst Floor, Suite DI, Emerdld Court Pllgrim Centre, Brlckhlll Drive Bedford B&Jfordshlre MK417PZ TNstees E Wilknnson G Mllls B Wcotton J Fincham H Battersby P Tavemer T Palmariellc#Jiviney H Aylward N Kidby M Cannlng J Ahluwalki J Preston M Evans-Rlche5 Reslgned Decemi*r 2022 ApFointed 20th January 2023 ApF(rfnted 20th January 2023 ApFQirted 20th January 2023 ApFointed 21st June 2023 Key Management Personnel Chlef Executive Offi￿r- Christopher Stelling FInan￿ Man&Jer- Traw Gill Company Secretsry Tracey Gill FMAAT Audltors MDG Buslress Asscciates Audit Limited Chartered Certified Ac£ountants & Registered Auditors Rccffi 73, The Mansion House, Wrest Park Silsce Bedford5hire MK45 4HR Bankers Barclay5 Bank pk 111 High Street eedfc*d, MK40 IN3 CARERS IN BEDFORDSItIRE RKPORT OF THE TRUSTEES FOR THK YEAR ENDED 31sf MARCH 2023 STATEMErir OF TRUSTEES RESPONSIBILrrIES The Trustees (who are also the Directors of CIB for the purp¢)ges of company kw) are res￿nsIble for preparlng the Report of the Trustees and the flnarKlal ststements In accordance with appllcable taw and United KirKJck)m Accounting Standards (Unlted Kingdom General￿ Acoptsj Accounting PTrckn￿). Company law requires the Trustees to prepare finanaal ststements for each flnanclal year, whlch glve a true and fair vlew of the state cl afftdlrs of the charftable c(*npany and of the incoming resour￿5 aTrJ application of resour￿, including the irKcthe and e4tnditure of the charftable company for that pertij. In weparing those flnandal ststements, the Trustees are r4uired to se1￿ sultable accountlng t)Jlcles aTrJ then apply them conslstenuy; Observe the methods and prinoples in the Charity Ststement or R￿0MMe￿Ied Practke (SORP); Make judgements and estimates that are reasonable and pnKlent,' state whether appl￿ble UK Accounting Standards have been followed, subject to any material deFQrture5 disclosed and explained in the financial statements; Prepare the financial ststements on the going cOr￿M b35is unless It Is Inappropriate to presume that the charitsble company will continue in business. The Trustees are responslble for keeFlng proFer ￿countIng records, whSch disdose wlth reasonable accuracy at any time the finarKial F0S[t￿ of the charitable company and to enable them to ensure that the flnanclal statements compty wlth the Companks Act 2006. They are also respjnsible for safeguardlng the assets of i* thariiable company and hen￿ for taking reasonable steps for the prevention and detection of fraud and other irregularitie5. In so far as the Trustees a￿ awa￿,, There Is ro relevant audlt Inft)mwtton of whlch the chartsble comFonVs auditors are unaware; and The Trustees have tsken all steps that they ought to have tsken to make themselves aware of any ￿levant aud infomiatK?n to establish that the auditors are aware of that Informatv)n. AUDrroRS The auditots, MDG Buslness Ass¢xiates A￿lIt Lim[t￿, will ￿ protM)sed for rtrappointrnent at the forthcL4nlng Annual Generdl MeetiTrJ. ON BEHALF OF THE BOARD: P Tavemer- Chair Date: - ZL)•S REPORT OF THE INDEPENDENT AUDITORS TO TUE TRUSTEES OF CARERS IN BEDFORDSlllRE Oplnl We have a￿lted the financial ststements of Carers In Bedfordshlre for the year enda 31st March 2023 which ccmprtse the Statement of Financkil Activtiies, the Balan￿ Sheet and the related notes. The financlal ￿port11￿j framework that has been applEd in their preparation is appluble law and United ￿ngdoM AccounbrKJ Stsndards (United Kingthjm Generally AC￿pted Accounting Pracbce), including Financial Rep)rtlrvJ StarKkrd 102 The Financial Reporting Standard applicable In the UK and Republlc of Ireland,. In our oplnlon the financkl ststements: gfve a tNe and falr vlew of the stste of the charitable companys affairs as at 31st March 2023 and of s Incomlng r￿Ur￿ and application of resources, includirwJ tts incC￿e and expenditure, for the year then ended; have been proFedy prepared In accordarKe wlth Unlted lfjngdom Generalty Accepted Accountlng Practke; and have been wepared In aC0)rdan￿ wlth the requlrements of Companies kt 20C6. Basis for opinion We conducted our audlt In accordan￿ Internatk)nal Standards on Auditing (UK) (ISAS (UK)) and appllcable law. Our responsibilities u￿ler those standards are further dlsclosed in the Audltr)r5 responsibilities for the audlt of the financial ststements sertlon of our ￿port. We are independent of the charltable company Sn accordan￿ wlth the ethi￿dI r4uirements that are relevant to our audit of the financial siaterrEnts in the UK, inclLKling the FRC'S Ethical Stsndard, and we have fulfilled our other ethlcal responsibilities in accordan￿ with I￿e requlrements. We belleve that the aud￿ eviden￿ we have obtaln&1 sufficient and appropriate to provide a basis for our oplnkjn. Concluslons relatlng to golng concern We have nothlng to rernrt in respect of the f01b￿1￿j mattets in ￿latiOn to which the ISAS (UK) require us to rew)rt to you where: the trust￿. use of the wing concem basis ￿ accounting in the Fyeparatlcffi of the financial statements Is not approprfate. or the trustees have wt dlsclosed in the financial ststements any 1dentffl￿ material Un￿rtaIntieS that may cast sfjgnlficant doubtalx￿t the charltable company's abilty to condnue to adoptthe golng concem basis of accounttng for a perlod of at least months from the date when the flnanclal siatements are au￿rISed for issue. Other Infonnatlon The trustees are ￿ponSIble for the other Infom)atton. The other Infomiation comprlses the Information included in the annual repot¢ other than the flnancLal statements and our Rep)rt of the Independent Audltors thereon. Our oplnkjn on the flnandal ststements does not cover the other information, and except to the extent othemise explicitty stated In our ￿￿rt, we (b not express any fom of assuran￿ condusion ther￿)n. In connectk)n wlth our audlt of the flnanclal ststements, our responsibilty is to read the other Snformatlon in doing so, consider whetherthe other Infomiatlon Is materfally Incornslstent with the flnanclal ststements or our knowl* obtslnèj In the audit or otherwise ap￿r$ to be matertalty misstated. If we identfy such materkil Ir￿nsIstenc1e5 or apparent material misstatements, we are required to detemine whether there is a materkil mi55tatemert in the financial ststements or a matsrial misstatement of the other Information. If, based on the work we have Ferformed, we conclude that there Is a material misststement of thls other information, we are required to report that fact. We have nothlrrfj to report In thls regard. Matters on whlch we are requlred to report by exceptlon We have r*)thlng to rep)rt in r¢sFect of the following matters where the Companles Act 2006 requires us to report to you if, in our opinion: adequats ￿luntIng r￿S have not been kept or ￿tumS adequate for our audtt have not been r&ved from bTrrKhes vislted by us. or the financial ststements are Th)t in agreement wth the accountlrKJ record5 and returns; or REPORT OF THE INDEPENDENT AUDifoRS TO THE TRUSTEES OF CARERS IN BEDFORDSHIRE rtain di5dosures of trustee5' remuneration speafied by law are not made. or we have not received all the Inftirmatlon and explanattons we requlre for our aL*lit; or the trustees were not entity￿1 to prepare the finanaal ststements In accordants with the small companÈs reglme and tske advantsge of the small companies exemption In p￿parIng the Report of the Trustees. Respectlve responslbllltles of trusteas As explained more fulty In the Ststement of Tru5tees' Re5ponslbllltles, the trustees (wh) are also the diretto of the charftsble company for the purposes of company law) a￿ responslble for the p￿paratIon of the financial statements and for beirKJ satisfi&J that they glve a true and fair VEW, and for suth internal control as the trustees deterniine is necessary tr) enable the preparatson of financial ststements that a￿ free from matsrial misststement, whether due to fraud or error, In preparing the financial statemerts, the trust￿ are reSp￿SIble for a￿SSIng the ttkirftable companvs ability to continue as a goir¥J con￿rn, discloslngi as applkable, matters ￿lated to going contrrn and u51ThJ the goiro contrm basis of accounting unless the trustees elther int￿d to liquidate the chariiable company or to ￿ase operat1x￿, or have no realistic alternative but to do so. Our responslbllltles for the audlt of the flnandal statements Our objectNes are to ottaln reasonable assuran￿ about whether the financial ststements as a whok a￿ free from matedal mlsstatement, whether due to fralbl or error, and to issue a Rep)rt c* the Independent Audttors that indudes our opinion. Reasonable a55urance 15 a high level of assuran￿, but is rw)t a guarantee that an audtt conducted in accordan￿ with tSAs (UK) will always detect a materLal misststement when It exlsts. Mlsstatements can arlse from fraud or error and a￿ considered materlal If, iTrJivldualty or in the aggregate, they could reasonaw be experted to InfluerKe the economic dedslons of users taken on the basis of these finanaal ststements. Irregularit￿s, ir￿lUding fraud. are instsnces of nonrycomplianGe with laws and regvlation5. We deslgn procedures in line with our responsibilities, outlined above, to detect malerral misstatements in respect of irregularities, induding fraud. The extent lo which our procedures are capable of detecting irregularities, induding fraud is detailed below.. We have assessed Ihat there is a low risk of material misstatement in respect of irregularities. including fraud and non4ompllance wlh laws and regulations central lo the trading activib'es of the charity. This a$$essment has been based upon a substantwe testing approach to key identffied risk areas, principally being revenue recegnltion and the threat of override of ¢onlrols by management. No suspeclefl fraud, breach or other non- compliance with underlylng laws and regulations has been identified during the sample testing undertaken durln9 the audit process and no such Issues have been ralsed by the board of trustees or management prior to making thls assessment. A full review of available board minutes, and other supporting third paty documentation where avallable, has been undertaken and no items have Come lo our attention which require lo be reported to the user of the flnancial statements. The charlty has strong internal controls and our audit testing has indicated no instances of managerial override of controls. through the testing of Journ￿ gnlries and other adjustments for appropriateness. No tr8nsactlons have been Ident￿*d as being made outsidfj the normal course of business from the work we have performed in each key risk area of the audit. The trust8es and other key local officers are informed management and as such they make regular reviews to ensure the company is compliant in all Instar￿*S. A further description of our ￿ponsibIlitIeS for the audit of the financial statenEnts Is located on the Flnanck21 Reporttng Council s website at www.frc.or audttorsres nsibilities. This des¢ylptbn forns part of our Report of the Independent Audltors. Opinion on other matter wesuibed by the r￿MpanIeS Act 2006 In our opinion the infonnation given in the Repjrt of the Trustees for the financ￿1 year for whlch the finanaal 51atements are prepared is consistent WSth the financial stat￿llents REPORT OF THE INDEPENDENT AUDITORS TO THE TRu￿E￿8 OF CARERS IN BEDFORDSIiIRE Use of our report This report is made solety to the tharitable companvs members, as a Lyjdy, In accordan￿ wlth Chapter 3 of Part 16 of the Companies Act 2006. OUF audtt wod( has b*n undertaken so that we mlght stste to the charitable companvs members those matters we are required to state to them in an auditors, report and for no other purpose. To the fullest extent Fermtited by law, we do not ￿￿pt or assume restx)nslbility to anyone other than the charftable ccinpany and the charitable company's members as a bc*Jy, for our audit worl for this ￿￿Ort, or for the otinions we have foThed. Michael Grange BA {Hons) FCA (Senior Ststutory Audltor) for and on behalf of MDG Buslne5s Associate5 Audit Limited Chartered Certlfled Accountsnts & Registered Auditors Room 73, The Mansi)n House, Wrest Park Silsoe Bedfordshire MK45 4HR Date: ZOZI io CARERS IN BEDFORDSHIRE srATEMENT OF FINANCIAL AcrIvrrIES (INCLUDING INCOME AND EXPENDrruRE ACCOUNT) FOR THE YEAR ENDED 315r MARCH 2023 Year Ended Year Ended 31.3.23 31.3.22 Total Total Unrestrkted Dttlgnated Restrlcted Fun Funds Funds Income from: Donations, legacie5 and other income Investments aritsble actfvltles 18,750 278 18,528 3,927 21677 278 536,635 1,346,944 1,337,117 33,255 791,781 TOTAL INCOME 37,556 795,708 536,635 1,369,899 1,370,372 Expendlture on: Charltatle att￿ltIeS 27,877 783,199 541.981 ¥353,057 1,297,366 TOTAL EXPENDrruRE 27,877 783,199 541,981 1,353,057 1297,366 NEf INCOMEI(EXPENDrnIREI 9,679 12,509 (5,346) 16,842 73,006 Totsl funds brought fomard 193,484 198,246 21,748 413078 340,4n TOTAL FUNDS CARRIED FORWARD 203,163 210,755 16,402 430 20 413,478 All transactions durirKJ the year are derN8J frc*n continulry acttvltles. CARERS IN BEDFORDSHIRE BALANCE SHEEr AT 31ST MARCH 2023 Company Number: 07140432 (England and Wales) 2023 Total funds 2022 Totsl Funds Unrestricted and Restricted designated funds funds Tanglble assets 10,897 898 13,795 17R07 CURREKf ASSErs Debtors Cash at bank arKI in hand 58,209 766,143 58,209 88l997 35,609 701908 116054 824,352 I16￿54 941,206 738.517 CREDrroRS Arnounts falliThJ due within one year 421,331 103,350 524,681 342,346 NEf CURRENT ASSErs 403,021 13,504 416,525 396,171 TOTAL ASSEfs LESS CURRENT 413,918 16,402 430,320 413,478 NET ASSETS 413 918 413 FUNDS Unrestricted funds Designat8J funds Restrlcted funds 13 203,163 210,755 193,484 198,246 TOTAL FUNDS 430,320 413,478 These finandal statements have tr￿en prepared In accordan￿ with tIE speclal provisions appllcable to mpanies subjett to the small companles, regime. The finarKlal statements were approv&J by the Board of Trustees on 9th Octthr 2023 arKI were signed on ts {)I,i.. P Tavemer - ￿aIr 12 CARERS IN BEDFORDSHIRE STATEMEpif OF CASH FLOWS FOR THE YEAR ENDED 31 MARCH 2023 Total FurKIs 2022123 2021122 Cash Flows from operatlng actlvltles Net Cash flows provided from 0￿￿ratIng actNitie5 185,080 153,290 Cash Flows from investlng actlvltles Purchase of fixed assets Change in cash In the year (4,991) (2,095) 180,089 151,195 Cash at the beginning of the year 701908 551,713 Cash at tre of the year 881997 702,908 RECONCIUATION OF NEf INCOME TO NET CASH FLOW FROM OPERATING ACTivrrIES Net incom1ngl(￿c4ng} re9)u￿$ for the year, as per the StstenEnt of Finandal Actfvit*s Adjustments for Depreciation charge (In¢rease)Idecrease in debtors Increasel{decrease) In credltors 16•2 73,006 8,503 (2l600) 181335 7,745 41,592 30,947 Net Cash flows provkded from operatlng &tNiiies 185mO 153,290 13 CARERS IN BEDFORDSHZRE NOTES TO THE FINANCIAL sfATEMENTS FOR THE YEAR ENDED 31sr MARCH 2023 ACCOUPtrING POUCIES Baslg of accountlng The flnanclal statements have prepared in accordan￿ wFth Actounting and Reporknng by Charities: Statement of R￿OrnMended Pracbce, applicable to charitles preparing their accounts In accordan￿ the Finanaal ReFQrting Stsndard applicabk in the UK and Republk of Ireland (FRS102) (eff￿t1ve i OCto￿r 2019) and the Companle5 Act 2006. The c£mpany meets the definltlon of a publlc benefft enty under FR5102. Assets and liabllths are Inltially recogni5ed at historkal cost or transactlon value unless otherwise stated in the ￿levant accounung Fx)lry note. The Trustees conslder there to be materlal uncertainbes atout the Charfty's abllity to contlnue as a golng COn￿rn. The revlew of the flnanclal kX)sIUon. rese￿eS level and future plans gives Trustees Confiden￿ that the charity remalns a going con￿rn for the fores￿ble future Income All Incomlng finamal resource5 are includej on the Ststementof Flnancbal Attlvltles when the charlty Is legalFy to the income and the amount can be quantmed wlth reasonable accuracry. The fol￿wIng SFedfk wlldes are applth to partlcular categodes of income: Voluntsry inccthe is r￿1Ved by way of grants, donations and gits and Is Induded in full In the Ststement of ￿nancIal ArtNitse5 when receivable. Grants are recognlsed In full In the ststement of Flnanclal Actlvtues in the year in which they are recelvable The value of Serv1￿ provided by volunteers has not b￿n Included In these accounts. Investment income is indvd&J when recefvable. Incoming resou￿5 from chartsble actlvltles are accoun￿ for w￿n eamed. Expendlture Expenditure is rercgnised on an accrual basis. Expenditure includes attributable VAT, whith cannot be recovered, and Is reported as part of the expenditure to whlch tt relates. Charltsble expend￿re comprises of those costs incurred by the chartty in the delivery of Its activi￿e5 and servkes for its keneficiaries. It includes both costs that can be all￿ated dIr￿lY to such athties aThJ those costs of an Indlrect nature ne￿sSary to support them. Allocatlon and apportionment of costs Costs that can aitribute to a SFecific activity or reserve a￿ directy allocated wlthln the Statement of Financial Actiwtie5. Alk￿at￿nS of overheads to Indlvldual fijnds are based on a budget whith Is set at the commencement of each contract period. 14 CARERS IN BEDFORDSHIRE NOTES TO THE FINANCIAL sfATEMENTS- CONTINUED FOR THE YEAR ENDED 31sr MARCH 2023 ACCOUNTING POLICIES- contlnued Tangible fixed assets Eepreciatlon is provid@J at the followlng annual rates in order to wrfte off each as*t over its estimated usefijl Ilfe. Office equipmenVfumrf(ure Computer equipment - 25% on cost -25Wo on cost Ftxed assets a￿ sL*d at cost less acojmulated depreciation. Mirtry &Jditions of less than £400 are not capitallsed. Taxatlon The charfty Is exempt from corwation tsx C￿ its charftsble ￿]vIties. Fund accounting Unrestrictsd funds can be used In accordan￿ with ￿ charitable obieths at the dlscretlon of t Trustees. Designated fijnds can be used in accordance wlth the charftsbk objectlves under contracted serVi￿S or SFeCtfic prtsjrammes designated by the twstees. Restricted funds can only be used for particular re5trfrted purposes wlthin the objects of charty. Further explanatk)n of nature arnl purrose of each fijnd is i￿luded In the Th)tes to the fironaal statements. DONATIONS LEGACIES AND OTHER INCOME Year Ended Year ErK￿ 31.3.23 31.3.22 Memtership income Donations, fundraising and legacies 2l677 2¥677 33,255 33,255 The types of memtershlp were consolidated irrto one at the Annual General MeetlrwJ held in November 2016, plus Honorary Llfe Memtershlp. All members must pay the 5ub5crlptlons (If any) that Board deddes from tlme to time. The Board may fix differing rates for subscrlpth?ns for dlfferent members or catewles cl Mem￿$. At present no membership subscripb'on is seL 15 CARERS IN BEDFORDSHIRE NOTES TO THE FINANCIAL sfATEMENTS- coffftNUED FOR THE YEAR ENDED 31sr MARCH 2023 114VEsfMErif INCOME Year Ended Year Ended 31.3.23 31.3.22 Bank Interest recefvable 278 NEf INCOME These are stated after charglng: Year Ended Year Ended 31.3.23 31.3.22 Auditors, remuneration Dep￿lation - owned assets 4,416 8,503 4,280 TRUSTEES. REMUNERATION AND BENEFrrs There were rK) trustees, remuneration or other beneflts for the year ended 31st March 2023, nor for the year ended 31st March 2022. Trustees. Expenses Some trustees receNed reimbursenEnt for travel expenses incurred on ￿half of the char1ty totslliThJ £192 (2022 - £128) but the trustees gave thts back to the charity as a donatlon. STAFF cosrs Year Ended 31.3.23 Year Ended 31.3.22 Wages and salaries Sc(ial seojrlty costs Other penslon costs 772,557 57,329 744,618 50,902 Total staff costs Training and DBS checks Total human resource5 costs 850 236 819 830 The average ￿)nthlY number of employees durlng the year w&$ 37 (2022: 40) No empbyees, emoluments exceeded £60,000 during the current or prb)r Feriod. Key management remuneratlon The totsl employee remunerabon of the key management personnel, Identifi&J members of the Carers in Bedfordshire Leadership Team and other ernployees havirwj authorty and respjnslbll for planningi directln9 and controlllng the activities of the charty were £104,572 (2022: £97,243). 16 CARERS IN BEDFORDSHIRE NOTES TO THE FINANCIAL sfATEMENTS- CONTINUED FOR THE YEAR ENDED 31ST MARCH 2023 TANGIBLE FIXED ASSErs Offlce Computer equlpment equlpment l Furnlture Totals COST At 1st April 2022 Add5ttons At 31st March 2023 29.524 59,234 88,758 3¥746 61003 93,749 DEPRECMTJON At 1st April 2022 arge for year At 31st March 2023 27,096 44,355 71,451 14 NEf BOOK VALUE At 315t March 2023 3,332 10,463 13,795 At 31st March 2022 428 14,879 17,307 DEBTORS: AMOUNTS FALLING DUE wrrHIN ONE YEAR 2023 2022 TrrAle debtors Prepayments Other debtors 38,294 18,915 8,795 25,814 CREDITORS: AMOUNTS FALUNG DUE wrrHIN ONE YEAR 2023 2022 Trade cr@ditor5 Taxation and S￿la1 security Carers breaks awarded not yet dalmed 10,374 14,950 28,991 13,997 13,149 38,155 Deferred gTrnts Other credltors and acuuals 386,059 230,027 524 681 10. RELATED PARTY DISCLOSURES There were no related party transacllons in the year to 31 Marth 2023 (2022: £nil). 17 CARER5 IN BEDFORDSHIRE NOTES TO THE FINANCIAL ￿ATEmE1￿5 - COPMNUED FOR THE YEAR ENDED 31sr MARCH 2023 11. CAprrAL The company has no share capltal, The types of ffEmber5hip were consolldated into one at the Annual General Meeting held in November 2016. The maximum nurnter of members Is 14. Each member of the Charty undertakes tha( ifthe Char Is wound up while they are a member, or within one year after they wse to be a member, wlll contrlbute a sum not exceeding £1 to the assets of the Charty for: payment of the debts and liabilities of ttre Charity contsacted befo￿ they ￿se to be a member. and payment of the costs, charge5 arKJ pJpenses of windlng up Honorary Ufe members are member5 but are exempt from subsCrfp￿()n charges If set All rr￿rnbe￿ must pay the subsciiptions (if any) that tre Board decides frcm time to time. The P4)ard may fix dTFfering rates for subscriptions for drfferent memters or categories of memkrs. At present no membership subscription is set. Members and Honorary Life Members have voting rights at the AGM. There We￿ 12 (2022: 42) members and 2 honorary Ilfe members as at 31 March 2023 (2022: 0). 12. OPERATING LEASE COMMrrMEPItS The followiThJ operatlng lease payments are committejj to be pald 2023 2022 Explring: Wthln one year BetW￿n one and five years 40,000 40,000 96,667 56,667 18 CARERS IN BEDFORDSHIRE NOTES TO THE FINANCIAL sfATEMEKrs - coririNUED FOR THE YEAR ENDED 31sr MARCH 2023 13. MOVEMEKf IN FUNDS Incoming Surplusl(defidt) for year 11412022 TransfeFS 3110312023 RETrTcfED FUNDS B&Jforr1 Carer5 LouNJe- BP£ Carers Grants 45,￿0 226.578 21,013 40.016 39.CQO 73,891 46,318 45,OC 21,327 247,872 21,013 40,016 41,689 70,535 34,144 156 (21,294) 33 Luton and Dunstslle Carer5 knjnge - CBC Volunteerir Carers Grants klmln (2,689) 3,356 12,174 (156) (413) (1,5TrJ) (i) (2,689) 3,356 12.174 314 Carer Support (dementia) Lottery Cwe ￿JndIng BLCF P*ds Coronavinjs EmergenLry Fund BL¢Tr Coronavints Prcmjramme Mentsl Health Fund - YourBJ People (lal for Carer5 470 900 413 2,591 (i) 3,347 2.259 19,545 2.259 14,505 335 WEG Statii (5,040) Buslness Devekyment 19,328 536.635 19,196 541,981 132 132 Sub tstsl 21.748 -5.346 16,402 DESIGNATED FUNDS External designation Ca￿r SLbPPOrt (all carer MES) Dementla se￿￿5 402,174 56.666 33,045 13,483 65,499 95,386 116,452 12WO 203 389.085 57,936 33,332 9,117 59,316 95,386 123,028 15,404 595 13.089 (1.270) (287) 4,366 6.183 13,089 {1,270) (287) 4,366 6,183 stbling supkxrt Workshops* Educauon and Gr￿jP$ Specialist Heath Oytreath (6.5761 (2,6041 (392) (6.5761 12,6041 (392) 99,072 111,581 Communty Engagement Inr#)vation Fund Carer Se￿￿ Devekjrfftnt 99,072 99,072 795,708 783,199 11509 Legacy 99,174 99.174 Sub tr*al 198.246 193,484 795,708 37,556 783,199 27,877 12.509 9,679 210,755 203,163 UNRESTRicfED FUNDS Grnnd Total 413h78 1,369,899 1,353,057 I6￿42 430,320 Ig CARERS IN BEDFORDSHIRE NOTES TO THE FINANCIAL sfATEMEKrs - coKrINUED FOR THE YEAR ENDED 31sr MARCH 2023 14. MOVEMENT IN FUNDS- continued Bedford &rer5 Lounge- BBC Fundlng received frcth Bedford Borough Cwndl to open and run a Carers Advi￿ and Infomiation Centre within Bedford Hosp5ts1 (South Wing) Carers Grants FU￿Ing re￿Ived under contratt from BLMK CCG to allow the award of grants dirert to tarers whose emouonal and/or physical wellbeirrfJ has teen advetsely afferted by their carlng role Luton and Dunstable Carers Lounge- CBC Funding recelved from Central Bedfordshlre Councll to open and run a ca￿r5 Advi￿ and Information Centre within The Luton & Dunstable Hospital Volunteerfrvj Bedford Borough Council have provlded funding to employ a Volunteer Cmrdlnator to ident￿Y and SUPFQrt the devekjpment of volunteerlrKJ Carers Café Weekend social xtNitie5 for carers, individuals wbth care r￿e￿S extended famlty Carer 8UPPOrt (dementia) A range of Servi￿ Including identfylng and coonlinating a team of volunteer dementia befrienders, and runnlng a weekly group for carers and p￿PIe Ilvlng wlth demertla In Bedfordshlre Carer support (all carer types) We are fvnded under contract by Central BedfOrdshI￿ Council, Bedford Borough Councll and the BLMK CCG atting together to offer Ca￿r$ supFort services on thelr behalf 20 Memory Navigation Services We are funded u￿ler contract by Central Bedfordshire Coundl, Eéthrd Borough Council and the BLMK CCG acting bJether to offer SUPFOrt servi￿S to peop￿ aff￿Led by memory loss or dementla and thelr carers. Slbllng support We are fund&J under contratt by Central Bedfordshlre Councll, ￿f0rd Borough Councll and t￿ BLMK CCG arttng twher to offer supwrt Servi￿ to young wple carfng for, aThl/or affect&J by the illness or di5abilty of a sibling, BLCF- Bedfordshire Emeryency Coronavirus Fund Funding from Bedford and Luton Communty F￿￿latiOn for a FN*al malllng to carers, athjltlonal hours for Supix)rt w0￿erS, a social medla consultant and laptops for staff worktng from home Furnling from Bedford and Luton Community ndation alh)wed us to provhde laptops for staff who were womng from h BLCF NEf Coronavirus Pnjgrnmme Mental Health Fund For Young People Fundlng provided by Bedford and Luton Communlty FurKI The Sun Readers, Fund allows Lts to offer free counselling to young carers and your4J adult carers Lottery Core Fundl Thls was awarded durlng the pandemlc helplng to fvnd core costs and purcha equipment BLCF and Harpur Trust To SUPFQrt our workshops, events and groups programme- predomlnandy the salary of the workshops, events and groups Co-ordinator BLCF Whltbread Fund To supFort *er groups and artr¥llties in th eedford5hire Rookery South Fundlng for young carer acuvltles in the parlshes of Ampthill, Brogborough, Cranfleld, Houghton Conquest, Lldllngton, Marston Moretaine, Maulden, Millbrool Stewartby or WcDtton. Legacies are recelved from Indlviduals who glft monles to Carers in Bedfordshire in their 115. The Board of Trustees then determlne Ix)w these funds can be effectwety spent aThJ alloKate specific amounts to projects wlthln thls fund. 21 CARERS IN BEDFORDSHIRE DEfAILED sfATEMEKf OF FINANCIAL ACTlVtrIES FOR THE YEAR ENDED 31ST MARCH 2023 31.3.23 31.3.22 INCOME Donations And FUr￿raiSir￿j Ccrtrart Income Grant Release Membership Contributvjns Recaved Investment Incc¥ne Other Income 22,677 1,331,043 33,255 1,320,744 7,9TJ 278 7,928 ¥369,899 12,360 4,013 1.370.372 EXPENDrnJRE Programme Crfrect Costs Hall Hire Rent ATrJ Rates Taxls Vehicle Hire Travel Elettricty Gas Water Printing Postsge Telep￿ne stat￿ery Computer offi￿ Maintenan Repalrs C￿anIng Fuel Motor Expenses Sundry Offttt ExFenses InsuTrn 341,377 8,204 60,351 307.154 6,290 50,185 76 6,277 4,934 1,834 911 5,614 1,793 8,664 549 26,550 4,237 1,832 1,471 -149 22,323 1,797 12,231 394 40,994 -135 1,557 1,312 9,880 4,572 2,546 221 3,151 4,869 2,035 35 Bank Charges Salaries Wages aThJ Temp)rary Staff staff Training Pensk)ns Staff Checks Legal A￿lIt & Accountsncy Professional Recruitment Expenses 829,886 4,874 14,139 1,337 2,288 4,513 795,520 13,551 1,273 2,118 6,383 732 210 7,746 1,297,366 8,503 1.353,057 16,842 73.006 22