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2021-12-31-accounts

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Registered Charity Number 1150214

Registered Company Number (Registered in England and Wales) 08083816

Carers Worldwide (a company limited by guarantee)

Financial Statements for the year ended 31 December 2021

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Carers Worldwide

Contents

Charity and company information…………………………………………………………………………………………………………….…..3 The report of the Trustee-Directors of Carers Worldwide for the year ending 31 December 2021…………….....4 Independent Examiners Report to the Directors of Carers Worldwide (a company limited by guarantee)…..18 Statement of Financial Activities………………………………………………………………………………………………………………….19 Balance Sheet as at 31 December 2021……………………………………………………………………………………………………….20 Notes to the accounts………………………………………………………………………………………………………………………………….21

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Carers Worldwide

Charity and Company Information

Registered Office and Principal Address

Registered Office and Principal Address Carers Worldwide 30 Lodgefield Welwyn Garden City Hertfordshire AL7 1SD Bankers CAF Bank Ltd 25 Kings Hill Avenue Kings Hill West Malling Kent ME19 4JQ Independent Examiner Karon Cook FCA 1 Therapia Road London SE22 0SF Registered Charity 1150214 Registered Company 08083816 (England and Wales)

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Carers Worldwide

The Report of the Trustee-Directors of Carers Worldwide for the year ending December 2021

Introduction

2021 has been a year of growth for the charity, particularly in relation to programmes and governance.

The number of partner organisations has increased from ten to fourteen with growth taking place in India as part of a wider strategy of focussing on government staff involvement in projects and advocacy with local authorities in the four states where the charity is working. Work with existing partners has expanded and scaled up in terms of numbers of project participants and geographic reach. This growth has been particularly vital as carers, their families and communities seek to recover from the brutal impacts of COVID19 on health and livelihoods. The charity has now transformed the lives of over 119,000 individuals since its inception in 2012: 19,834 carers, the 20,069 relatives living with a disability or mental ill-health for whom they care and 79,336 family members.

Alongside support through grassroots activities, the charity has continued to increase its presence in the sphere of influencing policy and practice through sustained lobbying of local and state government in India and individual government agencies in Bangladesh and Nepal. Amplifying the voices of carers and advocating for carers’ inclusion into mainstream programmes alongside carerspecific support is vital for the achievement of sustainable change for carers and remains a focus of the charity’s strategy and long term vision.

Strengthening governance is key to the success of the charity’s strategic goals and sustainability. This year has seen a new Chair come into post and the Board of Trustee-Directors expand from five to eight, with all new Trustee-Directors bringing specific skills necessary to guide the charity into the next phase of its growth and development. The charity also appointed its first Ambassador.

Despite the challenges currently faced by charities in fundraising for their work, Carers Worldwide has again increased its income compared to all previous years. This is once again a testament to the dedication of the team of staff and Trustee-Directors, the trust placed in the charity by long standing and new supporters, and the quality of the work and impacts being achieved in collaboration with the partner organisations in India, Nepal and Bangladesh.

Structure, governance and management

Carers Worldwide’s governance is described in its Memorandum and Articles of Association. The policy and strategic decisions of Carers Worldwide rest with the Trustee-Directors who meet three times a year to oversee, plan and monitor its activities. The current Board of Trustee-Directors is shown on page eight. Potential candidates for the Board are considered by the existing TrusteeDirectors on the basis of how their skills and experience match the organisation’s needs. The Board of Trustee-Directors delegates the day to day running of the charity to the Founder and Executive Director, Anil Patil who is responsible for the day to day delivery of the programmes: currently in India, Nepal and Bangladesh; fundraising; financial accountability; marketing; quality assurance; policy and new programmes. The Trustee-Directors approve policies, the strategic plan of Carers

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Worldwide, annual plan and budget, and financial contracts as set out in the delegated authority. Amongst the Trustee-Directors, responsibility for oversight is assigned as follows: Treasurer and Finance – Dhanya Vamadevan, Vice Chair and Programmes (to July 2021) - Siân Edwards, Vice Chair (July 2021 onwards) and Fundraising – Sarah Ridley and Strategy – Alastair Page. Each of the TrusteeDirectors meets regularly with Anil Patil to ensure strategic objectives are met and statutory and donor compliance is maintained. The Chair of the Trustee-Directors - Chris Underhill (to July 2021) and Jonathan Freeman (July 2021 onwards) - oversees the activities of the Trustee-Directors and the Executive Director. He is responsible for conducting the Executive Director’s performance management process.

During the year, the Trustee-Directors and senior management team completed a recruitment process to seek a replacement for the Chair of the Trustee-Directors since the current Chair was due to step down in July 2021. Alongside this, four more Trustee-Directors were recruited to further strengthen the skills and diversity of the Board.

Objectives and activities

Carers Worldwide’s objects, as defined in its Memorandum and Articles of Association incorporated 25[th] May 2012 and amended by special resolution 6[th] December 2012, are:

To promote the relief of people who require care due to physical or mental ill health, disability, old age, frailty, substance misuse or any other cause, in particular (but without limitation) by:

“Carer” means an individual of any age who cares for or nurses a relative, friend or partner requiring this help due to physical or mental ill health, disability, old age, frailty, substance misuse or any other cause.

In practice, Carers Worldwide works in partnership with established, well reputed organisations to implement strategies and programmes that will improve the lives of carers and those for whom they care. Carers Worldwide designs and develops programmes, provides specialist advice and training and advises on advocacy and policy issues, as well as providing links to other organisations, sources of knowledge, skills and funds.

Public Benefit

The Trustees of Carers Worldwide consider that the activities undertaken to achieve its charitable objectives through a combination of partnership, advocacy and knowledge sharing provide a public benefit to its direct beneficiaries, namely people who require care due to physical or mental ill health, disability, old age, frailty, substance misuse or any other cause and their carers in the countries in which it operates.

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The Trustees confirm that they have complied with the duty in section 17 of the Charities Act 2011 to have due regard to the public benefit guidance published by the Charity Commission in determining the activities undertaken by the charity.

During the period from January to December 2021, Carers Worldwide focussed on:

The Executive Director and Trustees continued to work according to the charity’s operational plan and fundraising strategy, which complement the charity’s strategic plan. This suite of documents communicates clearly to staff, Trustees, beneficiaries, partners, donors and other key stakeholders our goals and how we will reach them. During this period the wording of the charity’s vision, mission and strategic goals were re-worded. A set of core values was also developed. These reflect the overall guiding principles of the charity:

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Vision

Our vision is a world in which every carer is valued and their needs are met.

Mission

Our mission is to achieve recognition of the role of carers and to transform the lives of carers, their families and their communities.

Strategic Goal

Our strategic goal is to act as a catalyst to:

  1. Change attitudes and promote support for carers, their families and communities, empowering them towards better health, wellbeing and economic security

  2. Inspire systemic change in the government, private and third sectors so they recognise and respond to the needs of carers

Core Values

Strategic Plan

The charity continued to implement its strategic plan for the period 2020 – 2022, with the following strategic objectives:

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Desired Outcomes

Our desired outcomes are that by 2022:

  1. We will increase our visibility and impact, operating as an internationally recognised and respected catalyst for change, working through partners and others to raise awareness and achieve recognition of the needs of unpaid family carers in low and middle income countries and embed the skills required to deal with these needs in local communities.

  2. We will have improved the lives of 30,000 carers and 120,000 family members across South and South East Asia.

  3. We will promote the development of carer-friendly workplaces in our countries of operation through targeted engagement with the corporate sector

4. We will increase the range of carer groups with whom we work, specifically young carers, carers of the elderly, carers of people living with dementia, carers of people with cancer, carers of people with non-communicable diseases[1]

The Carers Worldwide model remains at the core of the charity’s work. The model consists of five core elements:

We continued to strengthen the charity with regard to its statutory obligations and the desire to comply with best practice as set out by the Charity Commission.

Achievements and performance

Completing its ninth year of operation, Carers Worldwide has now transformed the lives of 19,834 carers, the 20,069 relatives living with a disability or mental ill-health for whom they care and 79,336 family members across India, Nepal and Bangladesh. Across all programmes, an average of 84% of

1 not an exhaustive list and will depend on need/opportunity

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the carers the charity supports are women, although in some project areas this figure increased to 94%. 80% of carers are now earning a living that can co-exist alongside their caring responsibilities and more than 300 young carers have returned to education. 24 community caring centres have been set up to assist in the provision of alternative care. 78% of carers report improved health. 631 village level carers groups are operating, which are federated into cluster level committees and district level Carers Associations, with a total of 8 Carers Associations and 2 Carers Co-operatives now registered with local authorities. Carers and their families have accessed an equivalent of over £859,000 in support from local government in India, Nepal and Bangladesh. State Level Carers Forums have been set up in 4 states in India. Through a comprehensive range of capacity building activities, over 1,980 partner staff, carer representatives and local professionals have been trained.

The charity’s projects are implemented via its charity partners in the three countries of operations. Four new Indian partner organisations completed the due diligence process during this period, expanding the partner network to 14. Funding was secured to start projects with each of those partners, as well as to continue working with existing partners.

As the COVID19 pandemic continued to impact South Asia in successive waves, the charity continued to adapt its activities in collaboration with its partner organisations and carer representatives in order to respond to emergency situations as they arose. In particular, an emergency appeal was launched to support carers and families in India. Project planning also evolved to specifically focus on the longer term social, health and economic impacts of the pandemic in all three countries of operation.

As well as continuing to raise funds from existing donors, funds were secured from a total of nine new Trusts and Foundations, two of which committed to multi-year funding. The charity, with the support of broadcaster Jackie Ashley also recorded a successful BBC Radio 4 Charity appeal which attracted significant new attention.

Programmes – India

In partnership with eleven NGOs across four states, the charity remained focused on the carers of those living with a disability or mental illness. Plans for partnerships with organisations and professionals working in other sectors including the elderly, chronically ill and those living with noncommunicable diseases had slowed due to the COVID19 pandemic but with the increased focus on caring and carers as a result of the pandemic, collaborations are now being actively revived.

Carers Worldwide India (registered as an independent Trust in India in December 2018) continued operating, closely supported by the Executive Director of Carers Worldwide who also sits as a Trustee on the Carers Worldwide India Board. The charity supports Carers Worldwide India with strategic, operational and fundraising capacity. Having an independent registered entity in-country has enabled the charity to increasingly advocate at local and state government level for the inclusion of carers into existing policies and to promote the development of carer-friendly policy and practice. Specifically in relation to fundraising, the charity continued to provide technical support to Carers Worldwide India and to partner organisations to raise funds for work within India. During the period,

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an equivalent of £6,898 was raised for Carers Worldwide India from a combination of Trusts and individual supporters and an equivalent of £31,235 was raised for the three partners in Odisha from one Trust. These funds are raised from Indian donors and are paid directly to the Indian organisations: Carers Worldwide India and specific partner organisations. The majority of the funds raised are restricted for specific projects. None of these funds are received by Carers Worldwide in the UK.

Despite the continued impacts of COVID19 on the needs of carers and the priorities of the charity and its partners, building the capacity and voice of carers and stakeholders working in sectors closely related to caring continued to be a focus through the charity’s Commonwealth Foundation funded project “Family caregiving and public policy in India: creating new opportunities for recognition and support.” This project, running from October 2018 to September 2022 is being implemented in all four states of India where the charity currently operates, in partnership with six partners. The key priorities of the project, which is guiding the charity’s strategy in India include:

The four State Level Carers Forums (SLCFs) established in 2019 have continued to operate and are further developing their own autonomy whilst at the same time networking with each other to share learning and experiences. Each Forum comprises a wide range of representatives from partner organisations, government, the private sector, academic institutes and network bodies. In their respective states, they have been at the forefront of ensuring the inclusion of carers and their families in the COVID19 responses of other NGOs and the local government. In Karnataka state, the charity, Carers Worldwide India and SLCF members together secured priority status for carers in the COVID19 vaccination programme.

Karnataka, Andhra Pradesh and Jharkhand – SAMUHA, SACRED and NBJK

The charity’s longest standing partners, SAMUHA, SACRED and NBJK continued to promote the inclusion and wellbeing of carers through carer-specific support systems and mainstreaming carers and their families into local government programmes and COVID19 responses. All three organisations were active in supporting government relief programmes, as well as in advocating for improved mental health and livelihoods provision to support carers and their families to recover from the impacts of the pandemic. These three organisations are at the forefront of the State Level Carers Forums in their respective states. In line with the charity’s strategic plan, these three organisations are now starting the process of transitioning from implementing partners to resource

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partners, taking on roles of advising other NGOs on carer inclusion and further strengthening their local Carers Associations.

Karnataka – Margadarshi, BIRDS, Narendra Foundation, Shristi Special Academy

The charity’s work with Margadarshi was strengthened through the formation of more carers’ groups and the launch of a barefoot counselling service, providing mental health first aid to carers. During the period, the charity entered into new partnerships with three more organisations in Karnataka: Narendra Foundation and BIRDS located in rural settings and Shristi Special Academy, our first urban partner in India. The focus of our work with the Narendra Foundation and BIRDS is engaging closely with local government staff, empowering them to understand and support carers directly. The project with Shristi Special Academy will pioneer innovative online ways of engaging disabled children and their carers, reaching families who would otherwise be unable to access services.

Andhra Pradesh - UETS

The fourth new partner during the period, the Uma Educational and Technical Society (UETS) works in remote rural districts where there are few services available, meaning that our joint project is focussing equally on identifying and treating people with mental health needs along with the family members who are caring for them.

Odisha – Ekta, SPREAD and WORD

The charity’s three partners in Odisha continued to work closely with local government authorities to secure support for people with mental health needs and their carers. New funding meant we could expand our work to new blocks and reach more carers and families. Funds were also secured from within India to implement joint projects with the charity’s Odisha partners, in collaboration with Carers Worldwide India, with Carers Worldwide providing strategic, technical and communications support.

Programmes – Nepal

Through its work in Nepal, Carers Worldwide works with the carers of people living with mental illness and epilepsy, cerebral palsy and other neurological conditions. During the reporting period, the charity continued to work with two highly experienced local NGOs across urban and rural Nepalese communities.

Kathmandu Valley – Self-Help Group Cerebral Palsy (SGCP)

The charity’s partnership with Self-Help Group Cerebral Palsy (SGCP), a local organisation working with individuals affected by cerebral palsy and other neurological disorders, primarily in the Kathmandu Valley continued. The project “Care for Carers: empowering parents of disabled children in Nepal” funded by the National Lottery Community Fund Rebuilding Nepal programme was impacted by the COVID19 pandemic and as a result the project period was extended and completed in 2021, with a final evaluation planned for 2022. The Carers Association promoted by the project has strengthened throughout the period with carer representatives advocating increasingly independently with local government to access local development funds. Community caring centres were able to restart after the pandemic, with increased demand for educational and therapeutic support for children and respite for their carers, mostly mothers.

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Baglung and Myagdi districts, Western Region – LEADS Nepal

The charity’s two year project “Promoting social and economic empowerment of carers by strengthening women-led Carers Associations”, funded by a UK Aid Direct Jo Cox Memorial Strengthening Grant and implemented in partnership with LEADS Nepal concluded during this period. The final evaluation highlighted the following project achievements:

The project received an A+ rating from the FCDO Fund Managers, with specific positive comments about the approach to social inclusion and the sustainability of the impact. The project design was judged to have been robust and the project ‘very good value for money.’

LEADS Nepal is now transitioning from implementing partner to resource partner.

Programmes – Bangladesh

The charity continued its partnership with the Centre for Disability in Development (CDD), working with carers in Savar sub-district on the outskirts of Dhaka. The joint project funded by the UK Aid Direct Small Charities Challenge Fund that ended in September 2020 received an A rating. The project funded by the Guernsey Overseas Aid Commission, focussed on promoting sustainable livelihoods and alternative care options, was extended into 2021 due to the COVID19 pandemic and concluded during the period. Further funding secured from four Trusts and Foundations enabled the continuation of health camps for carers and the setting up and running of community caring centres across the project area to provide educational and therapeutic input for children with complex disabilities and emotional support and respite for their carers, mostly mothers. A new three year project funded by the CareTech Foundation and the Rangoonwala Foundation started during the period, bringing emotional support, physical and mental health support, and livelihoods opportunities to over 1,000 carers as well as the chance to further strengthen links with local government and empower carers to advocate for their own needs, thus promoting sustainability of impact.

Policy work

The charity has continued to amplify the voice of carers and promote their inclusion through its focus on advocacy and campaigning work from village through to district and state level in all three countries of operation. Carers Associations in the three countries and the State Level Carers Forums in India are becoming recognised as key players at district and state level. Evidence of their increasing success includes successful inclusion of carers in COVID19 relief and recovery initiatives and prioritisation of carers in vaccination campaigns. During the period, a campaign was launched in Karnataka to secure greater implementation of the ‘caregivers allowance’ provided for in the Rights of Persons with Disabilities Act 2016. The charity published a series of policy toolkits for use by local partners and carer representatives.

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The charity conducted baseline surveys to explore the needs of carers in Bangladesh and India and also completed external evaluations of its work with carers in Nepal and India. The results of these studies have been used to further demonstrate the need for carer inclusion and carer-specific support, and to prove the effectiveness of the Carers Worldwide model.

Networking

The charity continued to raise its profile and spread awareness of the relevance of working with carers in low and middle income countries with a range of other charities, organisations and funders, both within the UK and on the international stage. An increased focus on external communications via the charity’s website and social media channels increased opportunities for new and existing supporters – individuals and organisations – to engage with the charity. The Executive Director continued to represent the charity on the international stage through the charity’s membership of the International Alliance of Carer Organisations (IACO) and his advisory work on the “Embracing Carers” global advocacy campaign led by Merck Pharmaceuticals. For the first time, India was included as a focus country in the Global State of Care report. The Executive Director also engaged in conferences and webinars on topics as diverse as young carers, autism, respite and short breaks, the sustainable development goals and longevity, each time raising awareness of the needs of family carers and inspiring new audiences to take practical steps towards carer inclusion.

Financial Review

The statement of financial activities shows the total income of £365,264 (2020: £349,180) and expenditure of £279,711 (2020: £249,792) contributed to a net surplus of £85,553 (2020: 99,388). The charity ended the year with total reserves of £376,715 of which £254,913 (2020: £132,227) were in restricted funds. This represents grants awarded and funds received at the end of the year that will be spent during 2022. The unrestricted reserve of £121,802 represents £40,000 which is held according to the Reserve Policy. The remaining £81,802 will cover human resource, administration and charitable activities to be incurred in 2022.

At the year end the charity held £257,849 (2020: £245,797) of cash at bank and in hand. It had £2,275 (2020: £1,080) of credit balances. Net assets of the charity at the year-end were £376,715 (2020: £291,162).

The charity continued to focus on diversifying its income streams to mitigate against the continued impact of COVID19 on the funding available for charities across the sector. The charity was directly impacted by the UK Government’s aid cuts with a new approved project planned in partnership with SGCP in Nepal being cut the month before it was due to start. The funds required for the project have subsequently been provided by a private donor. Fundraising from Trusts and Foundations was successful during the period with funding secured from eight new Trusts and Foundations. These were primarily restricted funds for specific projects across the three countries of operation. During the period, the charity continued to receive significant multiyear grants from the National Lottery Community Fund and the Commonwealth Foundation and concluded its multi-year funding from the Foreign, Commonwealth and Development Office (through its UK Aid Direct fund). These are restricted funds for three large scale programmes in Nepal and India. The charity also ran an emergency campaign to provide relief to carers and their families in India during the COVID19 pandemic. Funds raised were dispersed directly to existing partner organisations in India. Support from individuals continued to increase steadily and a number of community and sponsorship events resumed.

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Income and expenditure both increased in comparison to 2020. The majority of funds were spent on charitable activities, including disbursements to the charity's partner organisations in India, Nepal and Bangladesh to implement programmes which have now impacted the lives of over 119,000 individuals: 19,834 carers, the 20,069 relatives living with a disability or mental ill-health for whom they care and 79,336 family members.

The charity extends thanks and appreciation to all its supporters for their belief in its work and for their commitment to improving the lives of carers and their families.

The income for the period was spent wholly on charitable activities and enabled the activities outlined earlier in the report to be conducted.

Reserves and reserves policy

The Trustee-Directors reviewed the charity’s reserves policy during the year and continues to aim to retain unrestricted reserves of £40,000 or 3 months operating costs (whichever is the largest) to ensure the charity can continue its operations in the short term while seeking further funding as necessary. During this period, funds remained above the reserves level at all times. The level of reserves is presented to the Trustee-Directors at each Board meeting and the reserves policy is formally reviewed annually by the Board. The end of year balance of the free unrestricted reserves, over and above the £40K reserve policy, of £81,802 will be spent in 2022 to cover human resource, administration and charitable activities.

Risk Management

The Trustee-Directors have reviewed the risks to which a small charity operating overseas with limited funding and only four employees is exposed. The additional risks presented by the continuation of the COVID19 pandemic were reviewed on an ongoing basis and appropriate mitigating actions put in place. Financial management reports are used to identify and monitor financial risks monthly. The strong network of volunteers, careful use of consultants and the experience and expertise of the Trustee-Directors are judged to mitigate the risk of only having four paid staff members, and this is reviewed regularly. The potential risk of simultaneously appointing a new Chair and four new Trustee-Directors was mitigated by continuing the terms of existing Trustees and appointing Sarah Ridley as Vice Chair. A Risk Register is maintained which is approved by the Trustee-Directors, with specific areas of monitoring oversight assigned to named Trustee-Directors and staff members. This is discussed at each Board meeting and reviewed in full annually.

Safeguarding

Carers Worldwide is committed to ensuring the safety and wellbeing of everyone with whom it works, including carers, the individuals for whom they care and their families, as well as of the partner staff with whom we work and our own staff, trustees and volunteers. The Trustees review the charity’s suite of safeguarding policies and procedures, including its code of conduct annually, and these were updated during the period in response to new guidance from the FCDO.

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Directors of the company during the year to 31st December 2021 were

Siân Edwards (to July 2021) Christopher Underhill (to July 2021) Alastair Page Sarah Ridley Dhanya Vamadevan Maria Andrews (from July 2021) Jonathan Freeman (from July 2021) Maveen Pereira (from July 2021) Dionne Williams (from July 2021) Ian Yates (from July 2021)

All currently serving directors were also in place at the date when the directors’ report and accounts were approved.

All directors are also trustees.

Company Secretary

Ruth Patil

Executive Director

Anil Patil

Ambassador

Chris Underhill (from July 2021)

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Statement of Directors’ Responsibilities

The Charities Acts and the Companies Acts require the Board of Trustees to prepare financial statements for each financial year which give a true and fair view of the state of affairs of the charity as at the end of the financial year and of the surplus or deficit of the charity.

In preparing those financial statements the Board is required to:-

• state whether applicable accounting standards and statements of recommended practice have been followed subject to any departure disclosed and explained in the financial statements

The trustees are also responsible for maintaining adequate accounting records which disclose with reasonable accuracy at any time the financial position of the charity and which are sufficient to show and explain the charity's transactions and enable them to ensure that the financial statements comply with regulations made under the Charities Act.

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.

The trustees are also responsible for the contents of the trustees’ report, and the responsibility of the independent examiner in relation to the trustees’ report is limited to examining the report and ensuring that, on the face of the report, there are no inconsistencies with the figures disclosed in the financial statements.

The trustees are responsible for the maintenance and integrity of the charity and financial information included on the charity’s website.

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Method of preparation of accounts

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

This report was approved by the board of directors on 15[th] July 2022

Director

Name : Dhanya Vamadevan

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Carers Worldwide

Independent Examiner’s Report to the directors of Carers Worldwide (a company limited by guarantee)

I report on the financial statements of the company for the period ended 31 December 2021 as set out on pages 18 to 29.

This report is made solely to the charity’s trustees, as a body, in accordance with Section 145 of the Charities Act 2011. My work has been undertaken so that I might state to the charity’s trustees those matters I am required to state to them in this report and for no other purpose. To the fullest extent permitted by law, I do not accept or assume responsibility to anyone other than the charity and the charity’s trustees as a body, for my work, for this report, or for the opinions I have formed.

Respective responsibilities of trustees and examiner

The charity’s trustees (who are also the directors of the company for the purposes of company law) are responsible for the preparation of financial statements. The trustees consider that an audit is not required for this year under section 144(2) of the Charities Act 2011 (the ‘2011 Act’) and that an independent examination is needed.

Having satisfied myself that the charity is not subject to audit under company law and is eligible for independent examination, it is my responsibility to:

Basis of the independent examiner’s report

My examination was carried out in accordance with the General Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the financial statements presented with those records. It also includes consideration of any unusual items or disclosures in the financial statements and seeking explanations from you as trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is given as to whether the financial statements present a ‘true and fair view’ and the report is limited to those matters set out in the statements below.

Independent examiner’s statement

In connection with my examination, no matter has come to my attention:

Karon Cook FCA Infinity Accountants Ltd

13/09/2022 Date:

1 Therapia Road London, SE22 0SF

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Statement of Financial Activities (including Income and Expenditure Account)

For the ear ended 31 December 2021 y Carers Worldwide

Notes
Income and Endowments from:
Donations and
legacies
4
Charitable Activities
5
Other
6
Total
Expenditure on:
Raising Funds
7
Charitable Activities
8
Total
Net income/(expenditure)
Transfer of funds
Net movement in funds
Reconciliation of funds:
Total Funds brought forward
Total funds carried forward		 Unrestricted
Funds
31st Dec
2021
£
43,105
-
249
43,354
842
84,307
85,149
(41,795)
4,662
(37,133)
158,935
121,802		 Restricted
Funds
31st Dec
2021
£
22,645
299,265
-
321,910
-
194,562
194,562
127,348
(4,662)
122,686
132,227
254,913		 Total
Funds
31st Dec
2021
£
65,750
299,265
249
365,264
842
278,869
279,711
85,553
-
85,553
291,162
376,715		 Unrestricted
Funds
31st Dec
2020
£
33,245
92,273
216
125,734
678
41,715
42,393
83,341
4,181
87,522
71,413
158,935		 Restricted
Funds
31st Dec
2020
£
-
223,446
-
223,446
170
207,229
207,399
16,047
(4,181)
11,866
120,361
132,227		 Total
Funds
31st Dec
2020
£
33,245
315,719
216
349,180
848
248,944
249,792
99,388
-
99,388
191,774
291,162

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

All incoming resources and resources expended derive from continuing activities

Annual Report and Financial Statements year ended 31 December 2021 Carers Worldwide

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DocuSign Envelope ID: 3B561AD4-2F36-478C-9320-783D3BFB2DF5

Balance Sheet

For the year ended 31 December 2021

Carers Worldwide

Company Number 08083816
Notes
Fixed Assets
Tangible Assets
10
Total Fixed Assets
Current Assets:
Debtors
11
Cash at bank and in hand
Liabilities
Creditors: amounts falling due within one year
12
Net current assets
Total assets less current liabilities
Creditors: amounts falling due after one year
Net Assets
13
The Funds of the Charity:
Restricted income Funds
13
Unrestricted income funds
Total Charity Funds
14		 2021
£
119,040
257,849
2,275		 2021
£
2,101
2,101
374,614
376,715
-
376,715
254,913
121,802
376,715		 2020
£
45,178
245,797
1,080		 2020
£
1,267
1,267



289,895
291,162
-
291,162
132,227
158,935
291,162

The notes form part of these financial statements

The Trustees acknowledge their responsibilities for complying with the requirements of the Companies Act 2006. Under Companies Act 2006, Section 454, on a voluntary basis, the trustees can amend these financial statements if they subsequently prove to be defective.

The Directors of the Company acknowledge their responsibilities for:

For the year ending 31/12/2021 the company was entitled to exemption from audit under section 477 of the Companies Act 2006 relating to small companies.

The members have not required the company to obtain an audit in accordance with section 476 of the Companies Act 2006.

The directors acknowledge their responsibility for complying with the requirements of the Act with respect to accounting records and for the preparation of accounts.

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

Approved by the Directors and signed on its behalf:

Date: 15[th] July 2022

Director:

Name: Dhanya Vamadevan

Annual Report and Financial Statements year ended 31 December 2021 Carers Worldwide

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DocuSign Envelope ID: 3B561AD4-2F36-478C-9320-783D3BFB2DF5

Notes to the accounts

For the ear ended 31 December 2021 y

Carers Worldwide

Accounting Policies

1. Basis of Preparation of the accounts

The financial statements have been prepared in accordance with 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 2015) - (Charities SORP (FRS 102)), the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102), the Update Bulletin to the Charities SORP (FRS 102) and the Companies Act 2006.

The Charity constitutes a public benefit entity as defined by FRS 102.

The accounts are presented in pounds Sterling (£) which is the functional currency of the charitable company. Monetary amounts in these accounts are rounded to the nearest whole pound.

The Trustees consider that there are no material uncertainties about the Charity's ability to continue as a going concern.

The charity has taken advantage of the exemption in the Update Bulletin amending the Charities SORP (FRS 102) from the requirement to produce a cash flow statement on the grounds it does not qualify as a large company.

Accounting Convention

The financial statements are prepared on a going concern basis, under historical cost convention.

Income

All incoming resources are included in the Statement of Financial Activities when the Trust is legally entitled to the income, it is probable that the income will be received, and the amount can be quantified with reasonable accuracy.

Expenditure

Charitable Expenditure

This comprises all expenditure directly relating to the objectives of the charity.

Governance costs

This comprises the costs of running the charity itself as an organisation.

Depreciation Policy

Capital Assets are defined as a unit of property that:

(1) has an economic useful life that extends beyond 12 months; and

(2) was acquired for a cost of over £100

Capital Assets are depreciated over 4 years (25% each year).

Debtors

Debtors are recognised at the settlement amount due. Prepayments are valued at the amount prepaid.

Creditors

Creditors and provisions are recognised where there is a present obligation from a past event that will probably result in the transfer of funds to a third party and the amount due can be measured or estimated reliably. They are recognised at the settlement amount due.

Cash

Cash at bank and in hand includes cash and short term highly liquid investments with a maturity of three months or less from the date of acquisition of opening of the deposit or similar account.

Annual Report and Financial Statements year ended 31 December 2021 Carers Worldwide

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Notes to the Accounts (continued)

Currency of financial statements

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

Taxation

As a registered charity, the company is exempt from income and corporation tax to the extent that its income and gains are applicable to charitable purposes only. Value Added Tax is not recoverable by the company and is therefore included in the relevant costs in the Statement of Financial Activities.

2. Winding up or dissolution of the charity

If upon winding up or dissolution of the charity there remain any assets, after the satisfaction of all debts and liabilities, the assets represented by the accumulated fund shall be transferred to some other charitable body or bodies having similar objectives to the charity.

3 Expenses paid to Trustees or persons connected with Trustees

Expenses paid to Trustees or persons connected with Trustees
Year to 31st Year to 31st
Dec 2021 Dec 2020
£ £
The aggregate amount of expenses paid to directors was
-		 -
Trustees did not receive any remuneration in the year 2021 or in 2020.
Income from Donations and Legacies
Donations
Gift Aid
Income from Donations and Legacies		 Year to 31st
Dec 2021
Year to 31st
Dec 2021
Year to 31st
Dec 2021
Year to 31st
Dec 2020
Unrestricted
Funds
Restricted
Funds
Total
£
£
£
£
40,223
15,477
55,700
28,340
2,882
7,168
10,050
4,905
43,105
22,645
65,750
33,245
5
Income from Charitable Activities
Grants
Contractual income
Income from Charitable Activities		 Year to 31st
Dec 2021
Year to 31st
Dec 2021
Year to 31st
Dec 2021
Year to 31st
Dec 2020
Unrestricted
Funds
Restricted
Funds
Total
£
£
£
£
-
299,265
299,265
293,778
-
-
-
21,941
-
299,265
299,265
315,719
Other
Bank deposit interest received
T-Shirt donation
Other Income		 Year to 31st
Dec 2021
Year to 31st
Dec 2021
Year to 31st
Dec 2021
Year to 31st
Dec 2020
Unrestricted
Funds
Restricted
Funds
Total
£
£
£
£
19
-
19
121
230
-
230
95
249
-
249
216

6 Other

Annual Report and Financial Statements year ended 31 December 2021 Carers Worldwide

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DocuSign Envelope ID: 3B561AD4-2F36-478C-9320-783D3BFB2DF5

Notes to the Accounts (continued)

Expenditure on Raising funds
Fund raising costs
Other Income		 Year to 31st
Dec 2021
Year to 31st
Dec 2021
Year to 31st
Dec 2021
Year to 31st
Dec 2020
Unrestricted
Funds
Restricted
Funds
Total
Total
£
£
£
£
842
-
842
848
842
-
842
848

8 Expenditure On Charitable activities

Sacred
NBJK
Samuha
SGCP
CDD
Carers Worldwide India
Margadarshi
EKTA
SPREAD
Leads
WORD
Narendra Foundation
BIRDS
UETS
Shristi Special Academy
Total institutional grants
Total grants to individuals
Total grants paid
b)
Activities undertaken directly
Trainings and meetings
Studies
Project evaluation
Total Activities undertaken
directly		 Year to 31st
Dec 2021
Year to 31st
Dec 2021
Year to 31st
Dec 2021
Year to 31st
Dec 2020
Year to 31st
Dec 2020
Year to 31st
Dec 2020
Unrestricted
Funds
Restricted
Funds
Total
Unrestricted
Funds
Restricted
Funds
Total
£
£
£
£
£
£
-
4,423
4,423
-
5,409
5,409
-
6,482
6,482
-
7,649
7,649
-
4,348
4,348
-
6,183
6,183
-
15,000
15,000
-
24,000
24,000
2,030
28,806
30,836
-
38,661
38,661
-
3,523
3,523
-
12,029
12,029
-
8,506
8,506
-
8,293
8,293
-
10,084
10,084
-
2,689
2,689
-
10,084
10,084
-
2,154
2,154
-
5,913
5,913
-
26,648
26,648
-
2,483
2,483
-
-
-
-
4,487
4,487
-
-
-
-
2,565
2,565
-
-
-
-
10,000
10,000
-
-
-
-
10,000
10,000
-
-
-
2,030
126,704
128,734
-
133,715
133,715
-
-
-
-
-
-
2,030
126,704
128,734
-
133,715
133,715
Year to 31st
Dec 2021
Year to 31st
Dec 2021
Year to 31st
Dec 2021
Year to 31st
Dec 2020
Year to 31st
Dec 2020
Year to 31st
Dec 2020
Unrestricted
Funds
Restricted
Funds
Total
Unrestricted
Funds
Restricted
Funds
Total
£
£
£
£
£
£
-
2,229
2,229
-
-
-
295
504
799
-
-
-
-
1,500
1,500
-
2,301
2,301
295
4,233
4,528
-
2,301
2,301

Annual Report and Financial Statements year ended 31 December 2021 Carers Worldwide

23

DocuSign Envelope ID: 3B561AD4-2F36-478C-9320-783D3BFB2DF5

Notes to the Accounts (continued)

c)
Other Charitable Activities costs
Salaries, Employers NI
contributions and pension
Overseas Associates
Depreciation
Travel and subsistence
Postage
Stationery
Phone
IT
Other
Recruitment costs
Consultancy costs
Subscriptions
Independent examiner fee
Tax services provided by
independent examiner
Trustee meeting expenses
Total Support costs
Total Expenditure on charitable
Activities		 Year to 31st
Dec 2021
Year to 31st
Dec 2021
Year to 31st
Dec 2021
Year to 31st
Dec 2020
Year to 31st
Dec 2020
Year to 31st
Dec 2020
Unrestricted
Funds
Restricted
Funds
Total
Unrestricted
Funds
Restricted
Funds
Total
£
£
£
£
£
£
62,103
40,064
102,167
32,944
53,496
86,440
675
11,970
12,645
-
845
845
640
249
889
400
-
400
1,375
916
2,291
609
1,510
2,119
72
117
189
80
206
286
312
185
497
121
335
456
53
63
116
20
110
130
966
5,291
6,257
716
3,524
4,240
4,496
2,349
6,845
3,835
2,626
6,461
1,513
-
1,513
-
395
395
6,577
2,421
8,998
1,763
7,758
9,521
1,045
-
1,045
147
408
555
1,080
-
1,080
1,080
-
1,080
540
-
540
-
-
-
535
-
535
-
-
-
81,982
63,625
145,607
41,715
71,213
112,928
84,307
194,562
278,869
41,715
207,229
248,944

Charitable activity expenditure is allocated to restricted income funds according to the actual expenditure incurred on each project except for salaries where it is apportioned according to time spent on each project

9

Staff costs and emoluments

Staff costs and emoluments
Gross salaries
Employer’s National Insurance contributions
Employer's pension contributions
Furlough income from HMRC
Numbers of full time employees or full time equivalents
Engaged in management and administration		 Year to
31st
Dec 2021
Year to
31st
Dec 2020
£
£
92,623
81,954
3,828
2,916
5,716
5,149
-
(3,579)
102,167
86,440
Year to
31st
Dec 2021
Year to
31st
Dec 2020
4
4
4
4

In 2021, key management personnel received total compensation of £ 47,733 (2020: £46,937)

No employee received remuneration above £60,000 in 2021 or 2020

4 volunteers were used by the charity during 2021 (2020:4)

Annual Report and Financial Statements year ended 31 December 2021 Carers Worldwide

24

DocuSign Envelope ID: 3B561AD4-2F36-478C-9320-783D3BFB2DF5

Notes to the Accounts (continued)

10 Tangible fixed assets

Cost
Brought forward at 1 Jan
Additions
carried forward at 31 Dec
Depreciation
Brought forward at 1 Jan
Charge in the year
Carried forward at 31 Dec
Net book value at 31 Dec
11
Debtors
Gift Aid recoverable
Accrued income
Staff Advance
12
Creditors: amounts falling due
within one year
Accrued Expenses		 Year to
31st
Dec 2021
Year to
31st
Dec 2020
Office
Equipment
Office
Equipment
£
£
4,065
3,465
1,723
600
5,788
4,065
2,798
2,398
889
400
3,687
2,798
2,101
1,267
Year to
31st
Dec 2021
Year to 31st
Dec 2020
£
£
6,877
256
112,067
44,422
96
500
119,040
45,178
Year to
31st
Dec 2021
Year to 31st
Dec 2020
£
£
2,275
1,080
2,275
1,080

Annual Report and Financial Statements year ended 31 December 2021 Carers Worldwide

25

DocuSign Envelope ID: 3B561AD4-2F36-478C-9320-783D3BFB2DF5

Notes to the Accounts (continued)

13

Restricted Income Funds

Restricted Income Funds
2021
Ashoka
National Lottery Community Fund
Commonwealth Foundation
Eleanor Rathbone Charitable Trust
Embracing Carers 1
Guernsey Overseas Aid Commission
Kit 4 Carers
James McNab Trust
Randal Charitable Foundation
Skoll Foundation
Souter Charitable Trust
Southall Trust
UK Aid Direct (SCCF)
UK Aid Direct (JCMG)
Andrews Charitable Trust 3
Major Donors
British Foreign School Society
Bryan Guinness Charitable Trust
CareTech Foundation
COVID 19 Emergency Appeal
Embracing Carers 2
Allan and Nesta Ferguson
Hemraj Goyal Foundation
Brian Mercer Trust
Open Gate Trust
Rangoonwala Foundation
Scott Bader
Improving healthcare access for
people with mental illness and carers
in India Fund
Wyn Ken Lo Memorial Fund		 Balance c/f at
31 December
2020
Income
Expenditure
Transfer
of funds
Balance
c/f at 31
December
2021
£
£
£
£
7,179
-
7,179
-
-
21,794
-
17,294
-
4,500
38,509
50,000
41,799
-
46,710
1,000
-
1,000
-
-
21,394
110
4,759
-
16,745
1,596
-
1,596
-
-
5,879
-
5,879
-
-
2,000
-
2,000
-
-
10,000
-
10,000
-
-
7,500
-
7,500
-
-
2,600
-
2,600
-
-
691
3,000
3690
-
-
264
-
264
-
-
11,821
869
12,690
-
-
-
20,000
-
-
20,000
-
23,300
3,789
(4,662)
14,849
-
12,455
8,519
-
3,936
-
3,000
3,000
-
-
-
17,020
8,510
-
8,510
-
17,985
13,032
-
4,953
-
45,000
-
-
45,000
-
6,720
1,806
-
4,914
-
15,000
-
-
15,000
-
14,723
8,204
-
6,519
-
1,000
1,000
-
-
-
31,333
10,634
-
20,699
-
4,000
4,000
-
-
-
54,395
13,317
-
41,078
-
2,000
500
-
1,500
132,227
321,910
194,562
(4,662)
254,913

Annual Report and Financial Statements year ended 31 December 2021 Carers Worldwide

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DocuSign Envelope ID: 3B561AD4-2F36-478C-9320-783D3BFB2DF5

Notes to the Accounts (continued)

2020
Andrews Charitable Trust 1
Andrews Charitable Trust 2
Ashoka
National Lottery Community Fund
Boehringer Ingelheim
Commonwealth Foundation
Embracing Carers
Gilchrist Educational Trust
Guernsey Overseas Aid Commission
Kit 4 Carers
James McNab Trust
Major Donors
Randal Charitable Foundation
Rangoonwala Foundation
Eleanor Rathbone Charitable Trust
Skoll Foundation
Souter Charitable Trust
Southall Trust
Thomas Cook Childrens Charity
UK Aid Direct (SCCF)
UK Aid Direct (JCMG)		 Balance c/f at 31
December 2019
Income
Expenditure
Transfer of
funds
Balance
c/f at 31
December
2020
£
£
£
£
125
-
(98)
(27)
-
4,154
-
-
(4,154)
-
-
7,574
(395)
-
7,179
31,034
14,538
(23,778)
-
21,794
1,387
-
(1,387)
-
-
35,773
50,000
(47,264)
-
38,509
22,666
20,000
(21,272)
-
21,394
1,642
-
(1,642)
-
-
3,658
19,422
(21,484)
-
1,596
-
12,530
(6,651)
-
5,879
-
2,000
-
-
2,000
-
10,000
(10,000)
-
-
-
10,000
-
-
10,000
-
8,000
(8,000)
-
-
-
1,000
-
-
1,000
-
7,500
-
-
7,500
3,000
2,600
(3,000)
-
2,600
-
5,000
(4,309)
-
691
5,442
-
(5,442)
-
-
2,555
5,616
(7,907)
-
264
8,925
47,666
(44,770)
-
11,821
120,361 223,446
(207,399)
(4,181)
132,227

Description of restricted income funds

Ashoka

A grant was awarded through the Making More Health partnership to support the charity during the COVID19 pandemic.

National Lottery Community Fund

The National Lottery Community Fund grant was awarded as part of the Fund’s Rebuilding Communities grant programme for Nepal. It is for a three year project running from November 2016 to October 2019, extended to July 2020, promoting the social, emotional, medical and economic wellbeing of 500 carers, mostly mothers, of children with cerebral palsy and other neurological disorders in the Kathmandu valley, run in partnership with Cerebral Palsy Nepal (SGCP). Due to the COVID19 pandemic the grant period was extended into 2021.

Commonwealth Foundation

The grant from the Commonwealth Foundation is for a four year project being implemented across four states in India and also at national level in partnership with six of our partner organisations: NBJK, SACRED, SAMUHA, Ekta, SPREAD and WORD. The project, which runs from October 2018 to September 2022 is entitled “Family caregiving and public policy in India” and will create new opportunities for recognition and support of carers of those living with a disability or mental health condition.

Embracing Carers

A donation from Embracing Carers has been given to support the charity's advocacy work in India, specifically to allow them to organise and deliver one state level and one national level workshop to engage stakeholders in discussions about policy relating to carers and to promote state and national level carers forums. A second donation was given during 2020 to support the charity's work with its partner organisations during the COVID19 pandemic and to raise awareness of the needs of carers and advocate for their inclusion in COVID19 responses.

Annual Report and Financial Statements year ended 31 December 2021 Carers Worldwide

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DocuSign Envelope ID: 3B561AD4-2F36-478C-9320-783D3BFB2DF5

Notes to the Accounts (continued)

Guernsey Overseas Aid Commission

The grant from the Guernsey Overseas Aid Commission was awarded to promote the social and economic inclusion of 300 homebased family carers of people with mental illness or disabilities in the sub-district of Savar, on the outskirts of Dhaka, Bangladesh. The project is in partnership with the Centre for Disability in Development and runs from June 2019 – May 2020. Due to the COVID19 pandemic the grant period was extended into 2021. This grant is from the UK Government.

Kit 4 Carers

Kit 4 Carers provided a grant to enable manufacture and distribution of masks, PPE and hygiene kits to carers, family members and frontline workers in Karnataka, India in collaboration with our partners SAMUHA and Margadarshi. A second grant was awarded to support our initiatives promoting carer mental health with our partners in Odisha.

James McNab Trust

The grant from the James McNab Trust was towards the charity's COVID19 appeal.

Randal Charitable Foundation

The grant from the Randal Charitable Foundation was awarded for a project conducted in partnership with the Centre for Disability in Development to support the ongoing operation of two Community Caring Centres in Savar sub-district, Dhaka, Bangladesh, providing education and therapy opportunities to children with complex disabilities and respite to their carers.

Eleanor Rathbone Charitable Trust

The Eleanor Rathbone Charitable Trust provided a grant in support of health camps for carers, implemented in partnership with the Centre for Disability in Development in Savar sub-district, Dhaka, Bangladesh.

Skoll Foundation

The Skoll Foundation provided a grant to support the charity's implementation of a digital strategy to aid in raising awareness of the need for targeted support and social protection for family carers in low and middle income countries.

Souter Charitable Trust

The grant from the Souter Charitable Trust was awarded to support a project conducted in partnership with the Centre for Disability in Development to promote access to aids and appliances for children and adults with disabilities in Savar sub-district, Dhaka, Bangladesh and in so doing, reduce some of the physical impacts of caring on family carers. An additional grant was received to support a project in partnership with the Shristhi Special Academy, establishing Community Education and Caring Centres in Bangalore, India. The project has been delayed due to the COVID19 pandemic and will commence in 2021.

Rangoonwala Foundation

The grant from the Rangoonwala Foundation is for a three year project, also part funded by the CareTech Foundation, being implemented on the outskirts of Dhaka by the charity’s partner The Centre for Disability in Development. Working with just over 1,000 carers of disabled children and adults, the project is further expanding our previous work in the area .

Southall Trust

The Southall Trust provided a grant to support the charity's work in partnership with Ekta and SPREAD in Koraput district, Odisha, India promoting services for people living with mental illness and epilepsy and their carers and facilitating access to medical care.

UK Aid Direct (Small Charities Challenge Fund)

The UK Aid Direct grant is for a project in partnership with the Centre for Disability in Development, which aims to transform the lives of 500 carers and their immediate family members in Savar sub-district on the outskirts of Dhaka, the capital of Bangladesh, over a period of 18 months from October 2018 to March 2020. Due to the COVID19 pandemic the grant period was extended to September 2020. This grant is from the UK Government.

UK Aid Direct (Jo Cox Memorial: Strengthening Grant)

The second UK Aid Direct grant is for a project in partnership with LEADS Nepal which aims to promote the social and economic inclusion of carers in Baglung and Myagdi districts, western Nepal through the strengthening of women-led Carers Associations. The project period is April 2019 – March 2021. This grant is from the UK Government.

Annual Report and Financial Statements year ended 31 December 2021 Carers Worldwide

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Notes to the Accounts (continued)

Allan and Nesta Ferguson Charitable Trust

The grant from the Allan and Nesta Ferguson Charitable Trust was awarded to fund the set up and operation for one year of a new community caring centre in Savar sub-district of Dhaka, Bangladesh in partnership with the Centre for Disability in Development.

Andrews Charitable Trust

The Andrews Charitable Trust awarded a one year grant in June 2020 to support the next phase of the charity's growth. They also provided funding to support the charity’s post COVID19 recovery work .

Brian Mercer Trust

The grant from the Brian Mercer Trust has part funded a one year project working with 1,850 people with mental illness and epilepsy and carers in Koraput district, Odisha, India in collaboration with two of our partners Ekta and SPREAD.

British and Foreign Schools Society

The grant from the British and Foreign Schools Society is enabling the charity to work in an urban setting in India for the first time, in partnership with the Shristi Special Academy. Working with 70 disabled children, their siblings and mothers, the project will promote online access to education and therapy for children who are unable to travel to the Academy’s centre.

Bryan Guinness Charitable Trust

The Trust contributed to the charity’s COVID19 emergency appeal which provided targeted relief to carers and their families in India during the second wave of the COVID19 pandemic.

CareTech Foundation

The grant from the CareTech Foundation is for a three year project, also part funded by the Rangoonwala Foundation, being implemented on the outskirts of Dhaka by our partner The Centre for Disability in Development. Working with just over 1,000 carers of disabled children and adults, the project is further expanding the charity’s previous work in the area.

COVID19 Emergency Appeal

The charity raised funds from the public to provide emergency relief via its partner organisations to carers and families in India during the second wave of the COVID19 pandemic.

Hemraj Goyal Foundation

The one year grant from the Hemraj Goyal Foundation is to support the charity’s work across India with a specific focus on strengthening carers groups, livelihoods initiatives and advocacy efforts.

Major Donors fund

An ongoing donation from a single donor is supporting the setting up and operation of a free telephone helpline for carers across Nepal in partnership with Self Help Group Cerebral Palsy.

Open Gate Trust

The grant from the Open Gate Trust has part funded livelihoods activities with carers in the Chamarajanagar district of southern Karnataka, India in collaboration with the charity’s partner Margadarshi.

Scott Bader Company Limited

The grant for the Scott Bader Company is supporting the setting up and running of a barefoot counselling service for carers in order to provide first stage mental health first aid. The project is implemented in partnership with the charity’s partner Margadarshi and takes place in Chamarajanagar district, southern Karnataka, India.

Improving healthcare access for people with mental illness and carers in India

A grant was received to support a two year project with new partner The Uma Educational and Technical Society working in a remote district in Andhra Pradesh, India. The project will support 500 people with mental illness and their carers, with a focus on diagnosis and treatment of those with a mental health condition, the emotional wellbeing of carers and increasing household financial security.

Annual Report and Financial Statements year ended 31 December 2021 Carers Worldwide

29

DocuSign Envelope ID: 3B561AD4-2F36-478C-9320-783D3BFB2DF5

Notes to the Accounts (continued)

Wyn and Ken Lo Memorial Foundation

The grant from the Wyn and Ken Lo Memorial Foundation is supporting an innovative project in partnership with the Narendra Foundation and local government which will benefit 500 carers of children and adults with severe disabilities in Tumkur district, Karnataka, India. Health professionals are being trained to work with carers and access to carers support groups and government benefits is being promoted.

14 Analysis of Total Funds

2021
Unrestricted funds
National Lottery Community Fund
Commonwealth Foundation
Caretech
Embracing Carers 1
UK Aid Direct Small Charities
Challenge Fund
Andrews Charitable Trust 3
Alistair Page
British Foreign School Society
COVID 19
Evans Cornish Foundation
Embracing Carers 2
Allan and Nesta Ferguson
Hemraj Goyal Foundation
Brian Mercer Trust
Rangoonwala Foundation
Improving healthcare access for
people with mental illness and carers
in India Fund
Wyn Ken Lo Memorial Fund
Balance of Funds at 31st December
2021
2020
Unrestricted funds
Andrews Charitable Trust 1
Andrews Charitable Trust 2
Ashoka
National Lottery Community Fund
Commonwealth Foundation
Embracing Carers
Guernsey Overseas Aid Commission
Kit 4 Carers
James McNab Trust
Randal Charitable Foundation
Eleanor Rathbone Charitable Trust
Skoll Foundation
Souter Charitable Trust
Southall Trust
UK Aid Direct (SCCF)
UK Aid Direct (JCMG)
Balance of Funds at 31st December
2020		 Fixed Assets
Debtors
Cash at Bank
Creditors
Total
£
£
£
£
£
1,851
15,511
106,262
(1,822)
121,802
-
-
4,500
-
4,500
-
50,000
(3,290)
-
46,710
-
8,510
-
-
8,510
-
-
16,745
-
16,745
250
-
(250)
-
-
-
-
20,000
-
20,000
-
-
15,302
(453)
14,849
-
-
3,936
-
3,936
-
-
4,953
-
4,953
-
19
(19)
-
-
-
45,000
-
-
45,000
-
-
4,914
-
4,914
-
-
15,000
-
15,000
-
-
6,519
-
6,519
-
-
20,699
-
20,699
-
-
41,078
-
41,078
-
-
1,500
-
1,500
2,101
119,040
257,849
(2,275)
376,715
Fixed Assets
Debtors
Cash at Bank
Creditors
Total
£
£
£
£
£
668
25,756
133,591
(1,080)
158,935
100
-
(100)
-
-
-
-
-
-
-
-
-
7,179
-
7,179
-
-
21,794
-
21,794
-
-
38,509
-
38,509
-
-
21,394
-
21,394
-
19,422
(17,826)
-
1,596
-
-
5,879
-
5,879
-
-
2,000
-
2,000
-
-
10,000
-
10,000
-
-
1,000
-
1,000
-
-
7,500
-
7,500
-
-
2,600
-
2,600
-
-
691
-
691
499
-
(235)
-
264
-
-
11,821
-
11,821
1,267
45,178
245,797
(1,080)
291,162

Annual Report and Financial Statements year ended 31 December 2021 Carers Worldwide

30

DocuSign Envelope ID: 3B561AD4-2F36-478C-9320-783D3BFB2DF5

Notes to the Accounts (continued)

15 Related Party Transactions

There were no related party transactions in the reporting period (2020: none)

Annual Report and Financial Statements year ended 31 December 2021 Carers Worldwide

31