Supporting the community of Barnes

Barnes Workhouse Fund & Walsingham Lodge TrustAnnual Review 2018

Supporting the community of Barnes

Message from the ChairA warm welcome to this review of the work during 2018 of the Barnes Workhouse Fund and Walsingham Lodge Trust.

As ever we have had a very busy year. Once again, we are delighted to have supported a wide range of organisations that provide many benefits to Barnes residents, and also to have supported many of those residents individually. I hope that you gain a flavour of the results through reading this Review.

Of course, we are conscious that the funding that we can provide is only one part of what it takes for organisational or individual success. Often we contribute alongside other funding organisations or to supplement residents’ own very substantial fundraising efforts. And we are delighted this year at our Annual Public Meeting to host a discussion on another key resource – volunteers – without which so much could not be achieved.

Alongside the grant-giving, we continue to be proud to provide sheltered accommodation in the heart of Barnes at Walsingham Lodge. This year, after an extensive search and tender process, we have appointed a new Managing Agent, who started on 1 May 2019. We also welcomed a new Housing Services Officer, Tracy Hamilton, during 2018; and three new residents.

Many of those with whom we work have also given a warm welcome to Katy Makepeace-Gray, our new Executive Director, who arrived to replace Miranda Ibbetson in September 2018. Katy was previously Principal Programme Manager (Grants) for London Councils.

Sarah Wilson: Chair, Barnes Workhouse Fund Trustee Ltd(Trustee for Barnes Workhouse Fund and linked charity, The Walsingham Lodge Trust)

Looking forwardGrant-making

We remain conscious in our grant-making that, although known as an area of relative wealth, Barnes has concentrations of deprivation and high need. The latest Index of Multiple Deprivation shows that of the 115 neighbourhoods in Richmond, North Barnes has the fifth highest level of deprivation and is amongst the 40% most deprived in the country. Barnes more generally also has a higher percentage of its population between the ages of 60 and 90+ than Richmond or London as a whole.

In this context, the fund continues to respond to the varied funding requests received from Barnes organisations; and to individual residents who want to further their education or who face very difficult financial circumstances. We are eager to support community life in its widest sense, including recreational facilities and cultural events where alternative funding is not fully available. We are however especially keen to ensure that the Fund’s grant giving supports those with greatest need above all.

As we look forward to the 50th anniversary of the Fund in 2020, we want to find ways to further improve the impact of the fund, and to discuss such opportunities with stakeholders throughout the area. This may be through focusing an agreed share of our grant-making to particular needs for a period. It could also mean allocation of some funds for supporting pilot projects where organisations want to experiment with collaboration or new ways of working.

Grants towards Capital Projects

The fund holds reserves that it is able to use for Capital Projects. Over the years, many of the buildings in Barnes have received the Fund’s help with the costs of anything from a small decorating job to a full refurbishment. Examples include several of the churches; Castelnau Centre Project; Old Sorting Office; Mortlake Scouts Hall; Barn Elm Sports Trust; and Barnes Common.

We are open to applications for capital grants from Barnes organisations looking for support with a project which will serve the local community.

Sheltered housing at Walsingham Lodge

Following appointment of RLHA (ELM Group) as our new Managing Agent for the sheltered accommodation at Walsingham Lodge, we are looking forward to completing a variety of property works over the remainder of 2019 and beyond. We also plan to invest in the gardens to ensure that they deliver their potential to residents as an enjoyable and well-maintained space.

We look forward to continuing to welcome other Barnes organisations to Walsingham Lodge, and thank them for their support to the residents there. In particular, Barnes, Mortlake and East Sheen FiSH provide lunch at Walsingham Lodge once a month, as well as including residents in their other activities.

We recently also enjoyed a concert put on by the Barnes Community Choir and we are piloting a scheme with the Castlenau Centre Project where 2 – 4 year-olds from their playgroup will visit Walsingham Lodge to play and meet residents once a fortnight.

Who we are and what we doApplying to the Barnes Workhouse FundIf you are a resident of Barnes, the Barnes Workhouse Fund is here to support you. We have been supporting people like you in our community since 1970, when the current charity was created.

Our grants provide: help to older people; help to people who are struggling to get by financially; help for people who are ill, physically and mentally; funding for leisure, the arts, sport and recreational facilities; education opportunities for people who otherwise could not attend.

If you feel that the Fund could help you, you can apply to us in the following ways: visit our website at barnesworkhousefund.org.uk/guidelines or your referrer will be able to help you make the application.

Walsingham Lodge: Our sheltered housingWe wish Walsingham Lodge to be known as a friendly, safe, supportive place where older people can live independently, with peace of mind, enjoying their homes and shared areas of a caring community.

Walsingham Lodge consists of 33 affordable flats or bungalows for people who are aged 60 or more or are disabled, who have limited means, are resident in or connected to Barnes, with a need for sheltered housing. There are also five leasehold bungalows, independently traded on the open market, where the leaseholder must be over 60. All residents share communal facilities, a 24-hour careline and a Housing Services Officer to help them live independently in their own home, and to manage day-to-day needs.

If you or anyone you know is interested in applying to join the Housing Register for sheltered accommodation, please visit our website [email protected] or call on 020 8741 8148.

Reason for application

Organisations providing for residents of Barnes

Individual for an education grant

Individual for financial assistance

How to apply

Direct to Barnes Workhouse Fund (find out more on our website

Direct to Barnes Workhouse Fund (find out more on the website)

Via a referral agency: eg Richmond Borough Council; Citizens Advice Bureau; Richmond Housing Partnership; Age UK; Castelnau Centre Project; Richmond Aid; SPEAR; Barnes Children’s Centre or local schools

Grants paid in 2018A summary of the grants paid in 2018

The table below lists the grants paid, allocated to each of our objectives.

These data refer to grants paid in the year. The total awarded in the year was higher, at £255k.

£250kPaid in grants

8%Educational

organisations

3%Education grants

to individuals

8%Relief of poverty

– individuals

Relief of distress and sickness £152,341 Age UK Richmond Upon Thames £15,000Clergy discretionary grants £1,500Crossroads Care £17,150Crossways Pregnancy Crisis Centre £3,500Ethnic Minorities Advocacy Group £1,000FiSH Neighbourhood Care £8,500Glass door homeless charity £5,000Home Start, Richmond upon Thames £5,250Integrated Neurological Services £3,000MID Mediation and Counselling £4,000Off the Record £2,600Relate £3,804Richmond Aid £5,000Richmond Carers Centre £5,000Richmond Citizens Advice Bureaux £38,090Richmond Food Bank £2,500Richmond Mencap £5,000Richmond Mind £8,500Richmond Mind, Positive Living Group £4,723Southwark Diocesan Welcare £7,724SPEAR £5,500

Grants to individuals for relief of poverty £19,769

Provision of recreation & leisure £51,264B.Y.T Experimental Theatre Group £500Barnes Music Society £1,000Castelnau Centre Project £40,500Mortlake Community Association £3,000The River Thames Boat Project £4,800Walsingham Lodge £1,464

Education £26,294Action Attainment £5,055Barnes Kickz & Street Games £4,000Holly Lodge Centre £3,000Old Sorting Office Arts Centre £675Orange Tree Theatre £5,000Richmond Music Trust £850Education grants to individuals £7,714

Total paid £249,668

33Grants to organisations £222k

133Grants to individuals £28k

20%Provision of recreation

& leisure facilities

61%Age, distress & sickness relief – organisations

Stories from people we have supportedAndrea working with Richmond Aid The Barnes Workhouse fund has supported Richmond Aid since 2006. In 2018 we granted £5,000 towards their core funding. This helps them to cover their basic costs so they can do the amazing work they do. Here is the story of Andrea (not her real name): one of the Barnes Residents who has been helped by Richmond Aid in 2018.

Andrea is in her 70s, is single and lives alone. Her family is abroad. With a history of depression she also has osteoarthritis, suffers bronchiolitis and feels that her health has deteriorated recently. At times she struggles to go out. She now “wishes to reclaim her health” and turned to Richmond Aid for help.

Following discussion, she is now linked to a number of local services including FiSH and Barnes Green Centre. She will apply for a grant to attend aqua fit classes at Pools on the Park and she is in contact with Winter Warmth about how to maximise savings and is being referred to Age UK. Overall, Andrea is now less fearful and more relaxed.

Castelnau Centre Project CCP was granted £40,500 in 2018. The centre, in Stillingfleet Road, offers a wide range of activities and social support to people of all ages, with a pop-in café, free group activities, regular classes and referral support.

Simon Roach, Centre Director, says “The Barnes Workhouse Fund knows Barnes and the people that live within the area. As an organisation receiving a grant, we know that without their local focus, much of the community need jointly identified via the funding relationship would remain unmet”.

The River Boat projectIn 2018 we gave £4,800 to the Thames River Boat project, which provides access to the river for people of all ages, including those with a special need, disability or mental health condition. They offer therapeutic cruises, fun and dynamic educational and learning activities on their boats.

Barnes Primary School pupils went recently. After their trip they wrote: “This is the second year that we have done this and it was great. Different activities kept the children engaged and interested. The staff were all committed to what they do and enjoyed leading the workshops. Thank you – we will definitely be repeating this next year”.

Our financial position Summary of the financial activities for the year 2018

2018 financial activity in more detailTotal investment income available for grant making and for the governance and associated overhead costs (other than those directly attributed to sheltered housing) amounted to £308,883. The total amount spent on grant making and associated costs in the year was £304,593, and the surplus after governance costs (and before the move in the value of investments) was £894.

For the sheltered housing, total income in 2018 was £381,115 and expenditure was £284,602, giving a surplus (before the move in value of investments) of £96,513. Much of this surplus is expected to be used for property works planned for 2019.

The charity’s assets The total assets of the Barnes Workhouse Fund at end of 2018 were £11,659,531.

This represents a decrease as compared with end of 2017 when they stood at £11,941,001. The decline is due to the sharp stock market fall in the final months of 2018, much of which has since been reversed.

Statement of Financial Activities 2018 £ thousands

Opening position 1st Jan 2018 11,941

Total income 690Charitable activities: almshouses and leasehold bungalows 364Investment income 326

Total expenditure (593)Grants and associated activities (308)Almshouses & leasehold bungalows and associated activities (285)

NET gain (or loss) on investments (379)

Closing position 31st Dec 2018 11,659

Gain or (loss) for the year (282)

Once the full Report and Accounts are published, they will be available to read at www.barnesworkhousefund.org.uk/annual_reports

The Company name and number: Barnes Workhouse Fund Trustee Limited 10873803

The Charity names and numbersBarnes Workhouse Fund 200103 The Walsingham Lodge Trust 200103-1

Our websiteswww.barnesworkhousefund.org.uk www.walsinghamlodge.org.uk

The charity’s net assets at end December 2018 £ thousands

Related to Related to sheltered housing grant making Total

Tangible assets 1,483 1,483 Almshouses at Walsingham Lodge

Investment property 621 621 Freehold interests around Queens Ride SW13

Investments under management 372 8,408 8,780

Net current assets 392 383 775 Cash plus net debtors

Total assets 2,247 9,412 11,659

Our trustees and what they bringBarnes Workhouse Fund and Walsingham Lodge Trust have a corporate Trustee, the Barnes Workhouse Fund Trustee Ltd. The Trustee has nine directors, and we have referred to them as trustees in this document. Sarah Wilson is the Chair. All trustees live in Barnes. We invite trustees to join the Board in a way that ensures we have a wide range of expertise and experience within the team. The Board is responsible for strategy, policy and budget setting and, from 2019, we have created two separate committees – for Walsingham Lodge and for Grant Making. You can find out more about who our trustees are and the skills they bring on our website.