Jncan &Tc*ls imnited 3 Princescourt oval Way cesrershife LEll 5XR
EIWALITY AcfioN LTD CONTENTSOFThE FIP4ANaALsfAIEpiirs FOR THEYLIft ENDED 31MPACH2022 R•lweb and Admkn15tr4¢iw D•ts 2 to 3 deplent EwnlnErfs Rewt st of Hnandèl Posttlo 7 tr 18
EQLIAUTY ACTION LTD REFERENCEANO ADMINISTRAnvE PAlL$ FOR THEYEAR EWDED31 MARQI 2022 TAUSTEES Ablda Akram Ire518nod 18.8.211 Ya5mln Irel8ned 18.8.211 Emlly KÈl8htley Iwce-chalrl Alea Beium eint Hanlf sa Vlne Ire51gned 31.3.221 Chades Dobbl Peter Lewi5 Ire518ned 31.3.221 Geetha Ba1a5ubr3manlam (Chalr appthnted Aprll 20221 lappolnted 18.8.211 Xlrtt Mlsrry lappolnted 18.8.211 Monlca Sharman lappolnted 18.8.211 Zam Zam Yusuf lappolnted IB.8.211 COMPANYSEtREfAAY T¥¢rShaW REGISTERED OFFICE 66 Nottinih•m Road LOUGH80ROUGH LElrester5hlre LEII IEU REGISTERED COMPANY NUMBER 04198889 IEThqland and Walesl REGISTERED CHARITY NUMBER 1088411 INDEPENDENT ÉXAMINEM Duncan &Toplls Llmhed 3 Prlnce5 Court oval Way Loughboroulh Lelcestershlfe LEII SXR BANKERS LIDyds bank pl Hl8h Street Loughborouih Lelcestershlre LEII 2QG Page I
EqUAUTY Acfic4 LTD REPORTOFTHETPUSTEE5 FOR THEYEAR ENOEDJI MARCH 2Q21 The trustees who are atso dlrettois of the tharlty for the purposes of rhÈ Companles Act 2006, pr@t thr rèport %Ylth the finandal 5tatement5 of the charity for the yew ended 31 March 2022. The trustees have adopted the Pfovlslons of kcountlng and Reporting bv Charftle5'. Statement of RecommEndEd Pracbce appl1[ae to tharitles preparlng thÈlr atcounts In accordancè wlth the Rnandal Reportln¥5t3nd3rd applicab inthe UKand Rtpubllcof Ireland IFRS 102llefferte ijanuary 20191. OBJEcfNESANDAcnvmES obje£te5 and alms To work towards ellmlnaJng dL%trfmlnatlon, to promote e9LlIty of opportunlty and 8uod relatk)n5 between all pEr50n5 in the Boruush of Chamwvod.Inthe County ofLeScestersh1. The trustee5 have pakl due reÉard to BuklatKe Ued by the tharty CommLEslon In de¢ldln8 wh acttvllles the charlty Should undertake. ACHIEVEMENT AND PERFOfiMANCE Chadtable actl¥kle5 A5 a 5trate8ic partner of tharnwood Borough Con£L the chaAty contlnued to play a malor role In promotln4 Commun cohesk)n by wrdlnatlng Inter-faith and Inter-cultural events Indudln8 LoughbloU8h Mela. The charity continued to work with like-m11Èd part. The charltys Fe-year 818 Lottery funded prolert IPosld¥e Mlnds Prolectl Is In Its Fourth year and fauxes on rnental health work amon the BAME community. The th3rrty5ecureda fivwarcontractwithVKa Heah todellvera prolerton memal heath and referrals. Thts stsrted In AprS12021. The ch3rttysecuredfundln8fromThe CornmunityJu5hce Fund IAeeessforJusUcel In Aprfl 2021 forÈeneral casework. The charlty securedfundln8 frnm Lelcester5hlre County CoundllnAprfl 2021 for8eneral &75ewurk. The charfty secured a grant of £9k to%Yards new computers and trainin8 rLrn renovation5 in February 2022. Thi5 will Spent durin 2022123. Ihe charitysecuredfundlns fmm Uoyds BankFoundaUon In March 2022 to 5UPPOrtour core Wa overtwoyears. The Mmetoshlne prolert lunded bythe Rank Found*ion ended INlanuary2022. tOVlD19 Trustees Y4erÈ committed to Jbh4in8 by Gry4ernment adce and in5trucbon5 reKardlng the Covld pandemlc and contlnued to ensure cornpllance wlth all regulatlon5. FINANaAL REVIEW Flnan¢U81 Pos10 The ¢harity has total funds carrled forward of r131,64012021.. £195,018) made up of unrestricted fund5 Df £136,148 12021.. £119.7911 and restdctedfunds of £95.49212021.. £75,227). Golni(oncern Trusteesareconfidentthe tharityhassuffident resourcesto meethsobllgatkin to funderS3nddnts durln8202Z- 2023. STRUCTURE, GOVERPIANCEAWD MANAGEME Gow¢rnh)gdowment ThÈ chadty is a company lImed by guarantee. The charity's objeLts are to work toward5 eliminating dwrimination and to promote equallty of OPPDrtunlty and 8Dod retionS between all perSL¥ In the 8orouÉh of Chamwood, in the County of Lekestersh5re. Thè charity Is 8ovemed by its MernorandL and ArticlesofAssociatvJn datsd 19 August 2008. Pale 2
EQUAUTYAcfioN LTD REPORTOFTHE TRUSTEES FOR THE YEAR ENDED 31 MARtH 2022 5TRucfuRE, GOVERNANCE AND MANAGEMENT Recruitmentand appointment of newtrustees The trusteeswhD served duringthe year wère.. Geetha Balasubramaniam (appointed 18108120211 (Appointed ChairApril 20221 sa Vine Iie5igned 3V03120221 Alea Begum Bint Hanif Charles Dobbin Monica Sharm3n (appointed 18108120211 Zam Zam Yusuf lappoinied 18/D8120211 Peter Lewi5 Ire5igDed 3U03120221 Abida Akr3m Irtrsigned 18108120211 Ya5tnin Ali Ire5igned 18108120211 The board of trustee5. which can have up to 12 members, strives to recruit members able to offer skills iPPfOPriate to a Company mited by Guarantee. NÈW trustèes are IntroducÈd to rhe workings of the ¢harity- Tru5tee5 are encoura£ed to identify training need5 and attend approprlate external covrses. It admlnlsters the charity and meets monthly. There are subcommittees responsible for ember5hip. personnel. finance and property, marketing and publioty. WideTnEtwork Durin8 the year financial support wa5 given by Charnwood Borouzh Council and The National Lottery Communty Fund and other national funder5 to carry outwork programme5 forthem The charlty work5 in partnership with statutory. voluntary a¥encies and wlth CDmmunlty groups. these include Charnwg¢d Borollgh Council, The Bridge, Citizen's Adwtr Bureau, vIng Without Abuse, John Storer Charnwood. Fearon Hall and Loughborough Council of Rlsk mama8Èment The trustee5 have essEd the tnajor ri5k5 to which the ChatY is exposed, and are 5ati5fied that SV5tems are in place to mitigate exposure to them. A key element ill the managEment of financial risk 15 the setting ol a reseNes policy and ils regular revlew bv trustees. frustees have re501veiS to ensure that the charity 15 able to continue to provide all SeIceS for 3 period ol at lÈast two months in the event of a significant proportion of our income not being realised and also, in the event Df having to come to 8 clostr. sufficient In orderto meet these obligatiDns, thetrustees have set a minimum level of £35,000 for thÈ charity's free rpsEFve5. Disclosure of informatlon io the Independent examlner Each of the trustees h85 confirtned that ther& is infortnation of whith they are avrdre which is relevant to the independent examination, but of which the independent examiner is unaware. They have further Confirmed that they have taken zpproprtatè steps to identffti Such relent information and to e5tabli5h thatthe independentexaminer is aware of such informatson. Thi5 resM)rt has been prepared in aCcOrdar wlth the speclal provlslons Of Part 15 of the Companles Act 2006 relèting to small comp3nie5. Approved byorderof rhe bo?rd of trwtees on. and signed on Its bèhalf bv.. tha 8ala5ubramaniam-Tru5tee Page 3
INDEPEP4DENT EXAMINER'S REPORTTO THETRUSfEE5 OF EQUAUTY ACT1014 L IndependenteAamln5repDrttothttNstse$olE4u•IItyAciion Ltd I'ihe CompanVI I report tothe charitytru5tEeson myexamlnatlon of the accounts of the Companyfor fv y£arded 31 March 2012. R•SprKIb1Ut1aS ind bas150f rnpart As the charty's trustee5 of the Company also it5 diredor5 for thE PUTposes of company lawl you are respon51ble for th• preparatlon of the aCCOUDts accordance vAth the requlrement5 of the Compan5esAct 261'the 2sACt,1. Hèvlni sètlsfied myself that the a¢count$ of the Company are not reguired to be audked undEr Part 16 of the 26 Art and 8re e1lb fDr IndepÈndÈnt examlnatlon, I report In respert of my examlnatlon of your charty's accounts a5 carded out under seLtlon 145 Df the Charlties Act 2011 1'thE 2011 Act'l. In tarrylni oui my examlTration I ha¥e followed the Diredions ilv¢n by the Charity Commission under 5ethon 145151 Ibl of the 2011 Art. Independ•ntexamlnqesslatement 51nce your charltvs 8r055 Incorne exceeded £250,OW your examlnef murt be a member of a Ilsted body. I can conflrm that l am qu•lSfied lo undertake the examlnation because l am a rei15tered member Df ACAwhl¢h b one of the Ilsied bodleg. I have comtted rny eximlnat4on. I conflm that no matters h•ve ¢ome to rny attentlon In connectlon wrth the exJmlnitloN me eaustto belltwe.. accountln8 rec¢rd$Y4erÈ notktpt In resptct of the C¢mpanyg5 requSred by 5ectlon 386olthe 21Y)6kt', or th¢account5 donot Jttord th those rocords,. or the acwunt5 do not comply wlth the accountlng requlrÈments of sectlon 396 of the 2Tr]6 Act oihei thaD an¥ requlrement th•t rheaccounr5 8lve4 twe and falrvlewwhlch15 not a matter tonsldered •$ part of an Independent ex4mlnatlon,' or tht axounts have not been piepared in Bccordance wkh the methods and princlples of the Staiement ol Recommended Prartke for aCuDn8 and roportln8 by chadtle5 lappllcable tc charllles preparlnu thElr accDunts In attordance wlth the Flmncial Reportlns Standard appll¢•ble In thi UK and Republlcof Ireland IFRS 10211. l ¥t no toncems and have comè 4cr05$ no other rnatter5 In (onn¢rtlon the examlnatlon to attentknn should be drnwn In r*ptsrt In ordertotrnie è proper understandlniof the •ccountsto be r•Kh8d. Nlall KIngsY ACA Duncan & Toplls LIMed 3 Prlnces Court Royal Way Lou8hborou8h Lelce$rershlr• LEII 5XR 0910912022
EQIJAUTY AcfioN LTD sfATEMENTOF FINANCIALACTWITrES IINCORPORATrNG A14 INCOMEANO ExPENDLlRE ACCOUNT) FOR THE YEAR ENDED JI MARtH 2022 2022 2021 rot31 funds Unrestrirted fund5 Restricted lund5 fund5 Note5 INCOMEAND EI4DOWMENTS FROM Oonatlonsand le6ades 54,342 126.25Z 280,594 24L297 In¥estm¢nt5 other 390 126 516 662 Totsl 54,737 226.37B 28L115 24L961 ÉXPENDITLIRE ON harltable icllvltles Promotlon of equalltyand opportunlty Awards for1 (IT eoulpmentl BIR Lottery ImpronI Lfve$ The GDod Thln45 Foundatlon 818 Lottery Posltlve Mlnds Natlonal Lottery Beyond LockdoY4n Project Acce55forlustlce Casework Charnwood Borouih Councll Covkl Grint Accessforlustlce Leadershlp VITA Health GoodThlngs Foundation Cenws Tlme to Shlne Leadershlp Programmé Tech Forschools LCC- Casework 89,294 89.294 282 169 6.106 43,691 56.702 376 4LZOL 282 169 6,106 43.891 37.516 14.079 22,489 3,000 2,70D 660 496 4,100 L376 16.735 58.692 16,735 58,692 J?.448 17,44B 11.876 11,876 Total 89,294 155,199 244,493 185,697 NET INCOMyirrtPENDITUREI 134,5571 71.179 36,622 5Q284 Trlnsfevs b¢ttlund% 17 50.914 150,9141 Ntt mtsyem•Tht In lunds 16.357 20,165 36,622 56,264 RECQNCIUAnQN OF FUNDS Tot•lfvndJ bmuthtfor*Mrd 119.791 75,227 195,018 13&754 TOTALFUt4DSCARRIED FOAWAAD 136,14B 95,492 231,6qO 195,018 The notE5 fo partofthe5e finanal staternents Pa&e5
EQUAUTY ACTION ITD (REGISTERED NUMBER.. 041988891 STATEMENT OF FINANCIAL POSITION 31 MARCH 2022 2022 2021 Unresiritted funds Restrirted funds runds Notes FIXEDASSET5 TanEible 8ssets li 88,961 2,021 9).982 90,605 CURRENT ASSETS DebtDrs Cash at bank 12 318 53,684 318 183,971 15,498 120.184 130,287 54.002 130,287 184,289 135,682 CREDITORS Amounts f3llln8 due withln one year 13 136,8161 143,6311 131,2691 NCuRftENT ASSEfs 47,187 93,471 140,658 104,413 TOTALA5SET5LE5S£URRENf LIABILlnES 136.148 95,492 231,640 195.018 NEfAS5ETS 136,148 95,492 231,640 195.018 FUNDS Unrestrirtedfunds Re5trirted luDd5 17 L36,148 95,492 119.791 75,227 TOTAL FUNDS 231,640 195,018 The charitable cornpany is entitled to exernption from audit under Sethon 477 of the Companies A¢r 2006 for the year end 31 March 2022. The members have not required the company to obtain audit of it5 financial statements fDr the year endtd 31 March 2022 In ¢cordan¢e Wth SectlDn 476 of the CompaniesAct 2006. The trustees 8¢knowledge thelr respDnslbllillesfDr Ensuring that the ¢haritable tomp3ny keeps accounting records that comply with 5ection5 386 alld 387 of the CompaniEs Art 2006 and preparing financial statetnents which give a truÉ and falr vlew of the state of affairs of the charitable company as at the end of 395 and which otherwise comply wrth th& reiuirements of the Companles Act l(N)6 relatlng to financlal statements, so far 3S ap ltable tothe charitable companv. These finaD¢lal statemenrs have been prepared in accordance with the proViOnS applicable to tharpt8ble companles subjett to the small companles regime. The financi31 Statements were approved by the Board of Trustees and authorls*d for Issue on 518ned on its behalf bv.. and were eetha Balèsubramaniam- Trustee The note5 form part of these financl81 statements Page 6
EQUALITY ACllON LTD NOTESTOTHE FINANCIAL sfATEMENTS FOR THEYEAR ENDED 31 MARCH 2022 ACCOUNnNG POUCIES B•slgof wep8rlnitheflnentl•l smtements The financlal Statements of the eharltable Company. whlch Is a public benEfft entlty under FRS 102. have bEen prepared In ccordance with the Charitle5 SORP IFRS 1021 'AccountI and Reporting by Charltles.. Statement Of Recommended Pracrlce aPplu£ to tharitie5 preparin8 thelr account5 In accordancE th the Fln3nclal Reportlng Standard appll¢ab1è In the UK and Republk of Ireland (FR5 1021 leflectlve l January 20191,, Flnandal Reportlni Standard IOZ 'The FSnancSal Reportlng Staridard appltatse ITh the UK and Republlc of Ireland, and the Companles Aci 2006. The flnanckl statements have been prep4rÈd under thehtsrorkal cost convenfjon. ThEflninclal statérnentscts1ty Informatlon Iboui Equallty AciioD Ltd asan Indfvldual charhable rompanv. Thtsffnartlal statementsJrÈ presented In £Stèrflnoand are rounded tothe nearest pound. ThE ¢harlt•ble Company15 a publl¢benen¢entlty 05 defilled by FRSIO2. Theiolni concern ba51s k5 dependenton thecharlty contlnulni to recel¥e irantfundln The lundlni rteelvedfrom The Lottery Posltlve Mlndsirènt Is secure untlljuty 2023. Furthermore, ihE th3rlty secured J Str4te8lc Pirtnershlp A8reem¢nt th Charnwood Borouih CnCIl from Ap1 IOZO to M•rch 2022 ond h15 xcured fvndln8for S ye•rs Irom VITA Health stirtlniApdl 2021. The trustee5 Ire confid•ni that th• ir•Dt lundln8 11 contlnue on • bisli that wlll provSde the charlty wlth suffltlent resourtes forthe foreseeable future. Golni Con¢•r Foll tht Imp•d ofCovld-19 In 2020ni, theehartywas bettèrable tts prOdelt5ch4rwe IdltIeS dudn8202V22. The sl8nlflcant accountlnB pollcle5 applled In the prepaTatlon of these flnanclal 5titements are set out beknw. These pollcl h•ve been con51sientlv0p1¢4 to411 year5 presented un11s5 Otherw15e Stated. Fln•nd•l r•portlni st•nd•rd 102- redumd dls¢losurn •Kempdoni The charltable company has taken advantage of the followln8 dlsdosulo eximptlons In preparln8 ths fiMntll 5ttom•nts. Is pemiitted by FRS 102'The Flnincl•l Aeportlni Stindird applluble In the UK and Aepubllc of Ireland,: the requlremenr5 of SKUon 75tsterneThtof Cash Fkiws. In• l incorne15 reco8ni5ed in thE Statement of Financial ActwitiE5 once the chirity has ntlement to the fund5, It15 probable th¥¢ the incaffle wlll be receed and the amDunt can be measured rellatAy. Income from 8ovemrnent and other 8rants Is roCO8nlsod at falr value when the charlty ha5 entitlement after any performance ndlllon5 are rnet, 1¢ 15 probable that the Income wlll be recelved and the amount can be measured rellably, If entltlement Is not metthenthese4mounts ère deferred. Exwtydlt Llabllllles are reco8n15ed a5 expendtture a5 SODn as there 15 a le8al or constrUcte obllBadon Commlttlng the charfty to that expendtture, it 15 probable that a transfer of economic benefits wlll be requlred In settlement and the amount of the obllgation can be measured rellably. Expendlture Is accounted for on an accruals basls and has been classlfled under headings that aB8ie8ate all c05t related to the cate80ry. Where costs vnnot be dlrettiy attrfbuted to partkuLgr headln8$ they have been •lk)c8ted to Icti¥iiie5 on a ba%5 COllS15tEnt with the use of rEsources. TInbIllx¥Sts T¥n8ible fixed a55Et5 W5tin¥ more than £sriJ are capitalised and Included at C05t Indudln8 any Incldental expenses on ulsltion. P8ie7 Eontlnued...
EQijALy AcfioN ITD NOTESTOTHE F114ANCL41 STATEMENTS. comlnugd FOR THEYEAR ENOED 31 MARCH 2021 ACCOLINIIN6 POUCIES-contlnuèd T•nilbl¢flxed4$5etS Tanglble fixed assws are stated at cost les5 accumulated deprEdatlon and actumul•ted lrnp•lrment losses. Cost lrtdude$ eosts dlrertly attdbutsbleto makln8th0 a5SOt capabl4 of operatln8a51ntended. Depreclarion Is wovlded on all tan8lble flxed assets, at rates calculared to wrke off the cosl le55 e5tlmated value. of each assetoth a systemaU¢b8$1s o¥er expected u%ful1Sle asfollows.. Flxtwesand Offlceequlpment 15%reduclng balance %reducln8 balènce No dtprec1l¢ L% provlded on thi tharltys property IJ It Is the orynlsatk)n'i poNty to milnt•ln thls $0 to extend tt's useful lffg. Tamlio The charftylseNemptlromeorporntbn t8xon itscharif4ble •cutieS. The Chailty15 not rÈqulrd to¢eBlsier lorVAT, All Income and expenseslrKludeVATwhere appllcable. Fund Kcountl General funds are unreslrlrted funds whlth ire •VaIlab for use ai the dlscretlon of the truste•$ In furtherancé of the ienernl oblettivesof ¢he chartyand whlch have not been desi4n4led forolherpurwes. Restrlrted funds sre funds whlch are to be used In acwrdance wlth 5peclflc restrlthons Imposed by donors or whlch have been r•lsed by the charlty for particular purpose$, Tho tost of ralsln8 and adrnln15tErln8 such funds are char8ed ¥aln5t 5PÈtlfit lund. The alm iNd use of e•th restrtcted fund Issèt out In th• note5 toihefin4nd•l 511tem•nts. P•non cost5 and othrpust-l•llr•M•nt b•n•ffti Thq charltable company operate5 a deflnEd i0ntrlb1on penslon scheme. Contrlbutlon$ p•y•ble to the CrItable compiny's p•n51onschemE arq char6ed tothe St•tsment of F1nancl•lAetllles In the pedod to whkh theyrelate. D•btors¥Trd ¢rqdltorsr•c•hfabl•l payibl•wlthln oMy•r Debtors and credliors th no stated Interesi rate and recelJble or payibk wlthln one year arè rttorded at tr4nsartlon prlce. Any k75ses4r151n8from Impalrm•nl ar• i•co8n15od In qxpondlture. Crftlul •Ct•untI1Ud8ements•fyd estlm•tkin wnc•rt•lnty In the appllcation of the charltable company's accouniin8 pollcSes, manè8ement Is rEqulred to make lud8ements, wrnatel Ind a5sumptlons JtyJut thE rarrylnK vilue of assets and118b111tie5 that are not readlly apparent from other Sources. The ESrnateS and undertyln8 a55UrnPtlons ire based on hlstoilcal erIenCe and other fo01$ th41 4r• c0Tr51defed to be rd¢v•nt. Artual rew rnaydKferfrom these e5tlrn1t. The e5tlrnate5 and und•rlWn8 45¥UrnPtlons ao rvW on an on8dn8 ba$. Re$)n$ to acctyJntln8 esiimltes are renISed In the pedod In whlch the estlmate 15 rev15ed Wthe reslon affECts onty that perlod. or In thE PErfod of the revlslon •nd future perfods If the revblon affeasbothcurrent andfuture PEdods. There are no Crfe8I 4ccountlni lud8ements or e5tkratkin uncertalnty that In thE oplnlon of the trustees. wlll have a matèrfal efferton thefinarKb81 $tatements. Terniln•tlon p•yments Termlnatlon payment Il4lItieS are rew8nlsed upon omrnunltitloh of b)tenon to pay 8t when quandnable. Such payments are accounted For as Staff costs. PaKe 8 ntlnued...
EQuAly Acn014 LTO NOTESTOTHE FINANCIALsfATEMEIITS-ronlinu FOR THEYEAR ENDED 31 MAIICH 2021 DOPiAnONSAND LEGACIES 2022 Total funds 2021 Unrp5trictEd fund5 Re5trictEd funds fvnds DonatkJns Grants 21.IL4 33.228 21,114 259.480 15,427 225*70 Z26.Z52 54.342 Z26,252 280,594 241,297 Grants receNed, included inthE aiw)VE. are a5folluw5'. 2022 2021 Charnwood Borou8h Councll Big Lottery Impron8 Llves Awards forAJI The Good Thlngs Foundatlon 81RLottery Positfve Minds NaOaL Lottery Beyond LockdLwn Prolett ce55forJustice Casework Ha5tlnB5 Dlrect Chamwcd Borough Council Cowd Grant Accessforjustice Leader5hlp TA Health Good Thlngs Foundatlon Census meto Shlne Leadershlp Pro8rarnTh Teth ForDDI$ HMRC Fudou8h pport Governrnent Covid-19 Bv5illE55 Support Grant Lei£ester5hirECountyCDuncil-CDmmunitie5 Fund 33,228 20,978 4953 9,0 3,943 45,697 45,606 16,595 30,785 47, 83.2(M) 6,652 6,208 1.378 13A15 io,(MK) 15,(kN) 25A70 8,041 259,480 225,870 Included wlthin grantsretèfvaba1th&foIIOwln8 amounts.. Chamwood Borough Cuund15trateÈl¢ Partnership£20.97812021.. £20,979k Ctrarnwood 8orouBh Counal Imrnigrtiun Work £7,25012021.. E141L). Charnwood BorouBh Counal SuppDrtWork£S.o(2o2l.. £NIL). LeTcester5hlre County Cwndl- Communltles Fund £8,04Z IZOZI.. £15,C¥)JI. 8 Lottery- Posltfve Mlnds £30,18112021.. £45,9)61 B Lottery- ImprrinÉ Ve$ £21,71512021.. £49.6541. Natwjnal Lcttery-Awards ForAII £9.00012021.. ENILI. Charmvood Borough Coun1 CDwdSuppDrtGrant £NILI2021.. £3.0001. HMRC Support Grant £NIL12021.. EIO,WOI. HMRC Furbugh5themeÉNIL12021.. £13,A151. Natlonal Loryery- Bwnd Lockdown Prolert £NILI2021.. £16.9951. Page g coniinwd...
EQuALy AlON ITD t40TESTOTHE FINANCIALSTATEMENTS. contlnu¢d FOA THEYEAR ENDED 31 MARCJI 2022 D014ATIONSAND LEGACIES.¢onEinued Whlch are government grants a5defined bytheSORP. INVESTMENfs 2022 2021 Totsl fvnds Unrestricted funds Re5trKted funds fund5 Deposit arcountintere5t CHARITABLEAcxvmESCOSTS Direct Costs (see note51 Support osts (see note61 Totals Promouonotequaiityand opportun Aw¥rd5forWI {eqUipMEntI 8 Lottery Impron8 Uves ThEGood Thing5 FDundatiDll Bl8 Lottery P05itivE Mind5 Accessforjustice Leadership vttA Health rne to Shlne Leadership Programme LCC.Casework B3.954 282 169 6.106 43.891 16.735 58,692 17.448 11.876 5J40 89,294 282 169 6,106 43,891 16,735 58,692 17,448 11,876 239,153 244,493 iXREcfcosTSOF CHARThABLE A1v[riES 2022 2021 Staff c05t5 Rate5 3ndwater Insurance Ll8ht and heat Telephone Posta8e, prtntlngand statlonEry General Dlrert prolett Expendtture Repalrs and malntenance Ttavel Affillauon Mortgage intsrESt Bankchar8e5 Recruitrnent co$ts Dtrpreciation 196,234 255 1969 2,667 3,769 6.341 7,771 8.889 8,350 152,336 201 2,$48 1.918 L918 3,538 1.688 13.447 3,703 132 132 287 196 211 655 239,153 a.231 Page 10 contnued...
EQUAirrY ITD OTESTO THE FINANCL415TATEMENTS. tathued FOR THE YEAR ENDED 31 MARCH 2021 SUPPORfcosTS Governance Promotlonof equallty and opportunlty 5,340 SuppartC05t5, Induded In the abov?. are 15 lolbws.. zozz PromotTron 2021 equality and opportunlty Total actlvitlEs Indpendent Examlnws, remuneotkin 5,YO NETINCOMVIEXPENDfTUREI Net Income/lexpend+turel Isstatedafterchar8ln8llcredrtln81'. 2022 ioii Dqw•clatlon- owned a5s•ts Operatlni lease renta15 783 635 655 635 INDEPENDENTEXAMINERS, REMUNEK4TION 2022 2011 Othtrrntsn-ssurnt• ¢•$ Aunt5 Ind Ind¢pendent exarnlnètlon ltts 1,440 3,0 2,466 TRUSTEES, REMU14f KAnON AND BENEFlf5 There wert no trustes' remuner10rt or other benefits for the yr ended 31 MAr¢h 2022 nor for the year ended 31 Marth 2021. Yrnst••5' •xp•1¥ There We no trustees, expenses peldforthe ye8r ended 31 Mèrth 2022 norf0rtht1r ended 31 March 2021. STAFF COSTS W4e5and salar5 5oclil 5e¢urlry sts otherpen$1( Costs 183.627 9,814 2,793 144,375 S,882 196.234 152,336 There were no arnounts relatiw to redundande51n 2022.AmouTrts rdatlngto redundandesfor 2021 were £4,986. ThEtotal employment benefttsof th¢ k¢y mana8ement perwnnel ofthothartywere £36.60312021. £37,3431 Page 11 continued...
EQUALITY ACTION LTD NOIESTOTHE FINANaALSTATEMENTS-¢onUnued FOR THEYEAR ENDEO 31 MARCH 2022 STAFF C05ts.contlnuEd The a¥ern8e mOnthtynumberofemQyee5 durln8theyearwasasfollow5.' 2022 2021 Charitable act[t5 ManagemEnt and administratbn Trustees io 19 19 Noemployees recefved ernoluments In e5$Of£60.0o0. IL TANGIBiE FIXEDASSErs Fixture5 and Land & bulldl Office equlpment n85 Totals At IApril 2021 Addlllons 124,379 24.665 1,160 3,265 1309 1.160 At 31 Marth2022 124,379 25,825 3,265 153,469 DEPRECIAnoN At IAprll 2021 Charye foryear 35,879 22,7S8 764 3,057 19 6L704 783 At 31 Marth2012 35,879 23,532 3,076 62,487 NBoOKVALUE At 31 Marth 2022 2,293 90,982 At31 Marth 2021 IA97 90,605 Athough there may be CondrIble drfFereTKe between the carrylng value and market value of the land and bulldln85 the trustee5dD not Conder itto bE a praCtab]e exerc15eto have the propertyrevalued eachyear. 12. DEBT0.. AMOUF4fS FALUNG DuEwHlN ONE YEAR 1021 ioii Prepaymentsand accrued IrbcomÈ 318 15,498 Pale 12 tknued...
EqUAl¥ AcnoN LTD NOTE5 TOTHE FINANCIALSTATEMENT5.¢ortlnved FOR THEYEAR ENDED31 MARCH 2022 CRÈDmRS:AMOUNTS FAUING DLIEWTHIN ONE YEAR 1022 1021 Bank loansand overdraft5 Isee note 141 soc1 rityand othertaxes Other credftors Accruals Deferred Income a,350 1.872 2.336 2.466 21,245 3.078 532 3.900 36,121 43,631 31,269 2022 2021 Oefeffed Income is Incltsded withln.. Creditor5duewf(hin oneyear 36.121 21.245 36.121 21.245 The movernentln deferred Incomedurin8the yearwasasfollaws.. Grantsrecefved.. Totsl deferred ircomeat IAprfl ZOZI Amounts rÈ¢elved Inyear iounts credited ta 5tatsment of finandal acttieS 2L245 274.357 IZ59.4811 20,482 226.634 12Z5,8711 36,121 21.245 Irtcomefrom granr5 recelved h3$ been deferred wheretlme related performarttcondlflons have been Tr)eL Lo5 ofthe miturityof 5oans I$ven b0W.. 2022 2021 Amountsf3llin8duewhhln oneyear on demand.. Bank loans 3350 15. LEA51NGAGREEMENT5 Minimum128se payrnents undernon-cirtellable opertiti leases fall duEasfollow5'. 2022 2021 thln oneyear 635 635 P380 13 contlnued...
EQUALITY ACTION ITD NOTESTOYHE FINANCIALSTATEMENTS. ClUed FOR THEYEARENDED JI MAIICH 2022 SECURED DEBTS The mortr4a8e loan b secured on thefreehold propertyandwasfullypaid off year.At31 March 2021 £3,350remained. 17. MOVEME14TIN FLIND5 Net movement in funds Transfers beiween funds At 31.3.22 At IA.21 UnTestrlrted fund5 Gener31 fund Hastlngs Dirett Accessfor)ustlce Leadershlp- Unre5trtrted 117.184 107 Isoo 131,9501 50,914 136.148 12,5(K)I Its.791 134,5571 50,914 136.148 Restdciedfvhds Big Lotterychances forAII Award5 for Charnwood di5abilrty forum Blg Lottery Improvln8 tives The Good Thin85 Found3lon Btq Luttery Fund Posltive Mlnds Natlonal Lottery Beyond Lockdown pect AccÈssforlustSte Casework Accessforjusrice Leadwshlp VA Health Good Th1Tr Foundat Census me to Shlne Leadershlp Programme Tech ForSthoD LCC- C05ework 1.753 3,571 502 26,759 L384 21441 1917 8.296 11,7531 8.718 IZ,289 126,5901 12P381 IAOS 16541 2,178 2,917 8,296 3L065 23.849 6.156 10.130 3,100 13.8341 1210691 31,065 24,509 16601 6.156 Z,108 8J)22 3,IOD 130341 75,227 71,179 150,9141 95,492 TOTALFUNOS 195.OIB 36,622 231.640 Page 14 continued...
EQUALITY ACTION LTD NOTES TOTHE FINANCIALsfATEMENTS •cartlnu84 FOR TrIEYEAR ENDED31 MARCH 1011 17. MOVEME14TIN FUNDS- tohtlnued Netmovement In lund4 Included Intheabove are a5follow5'. Incomln8 resouree5 Resources Expended Movement General fund astlngs DSrett Acce55forlu5tice Leader5hip- Unre5tdcted 54,737 186.6871 11071 IZ.5001 131,9501 11071 12,50)) 54,737 189.2941 134.5571 Restrfctedfunds AwardsforAII e Lottery Improving Uves TheGood Thin85 Foundatlon 'g Luttery Fund P05itivE Mind5 Acres5forlu5tice Leadership VITA Hea Timetoshine Leadership Pro8ramme Tech For Schoo LtC- CasEwork 8,718 11691 12,0381 1.806 31,065 24.509 8.022 3.100 13.B341 45.697 47.800 83.201 Z5.470 3,1 8,042 143.8911 116.7351 158,6921 117,4481 111,B761 226.378 1155,1991 71,179 TOTALFUNDS 281.115 1244,4931 36,622 tomparattve5for movemontln fund5 Net movernent infund5 At 31.3.21 At 1.4.20 Unresirfrted luj General fund Hasthgs Dlrect ce5sfDrJustice Leadership- ijnrestrirted 9?11 19,673 107 2,500 117,184 107 97511 22.280 119,791 Resiikw fvnds Blg LotteryChaneesforMI Award5 for1 Chamwood disabilityforum Big Lotterylrnproww Live5 The Good Thin8s Foundation Bw LotteryFund Positfve Mlnds National Lottery Bryond Lockdown Prolert Ac5 forJustlcECasework TA Health 6ood Thin8s Found3tlon Census Tlmetoshine Leadershlp Pro8r3mrnp 1.753 1.947 502 19,306 1.753 3,571 502 26.759 1.384 21441 2.917 8.296 16601 6.156 1108 7,453 14,351 8.090 2.917 8.296 6,156 2,108 41,243 33,984 75.227 TOTAtFUNt>s 138,754 56.264 195,018 Pa8e 15 continued...
EQUAUTY AcfioN LYD NOTESTOTHE FifiANCMSTATEMENTS. (oThtlnued FOR THEYEAR ENDED31 W4RCH 2022 17. MOVEMENT IN FVl405-¢ontlnd Comparatwe net movernent In funds, Included In the above are a5 folbw& Incomln8 re50urce5 Resources expended Movement In funds Uwestrfc¢edfwndi Gèneral fund HastSngs Dlfect Artess lorJusii¢e Leadershlp- Unrestrkted inwood Borough Coundl Grant 75.482 LOOO Isoo 3.000 155,8(YJl 19,673 107 13.OW 81.982 159,702 22,280 Re5trktqd funth AwardsforI Bl8 Lottery ImproNI Lfvts W8 Lottery Fund POs5t2 Mlnd5 Natlonal Lorrery Beyond Lockdown Project Access forjustlce Casework Access lorJuSllce Leadershlp VITA Health Gtsod Thlnis Found8tlon Census mEtc Shlne LÈadershlp Pio8r•mme Tqth Forschools 49,6S4 45.606 16,996 30.785 2.7LKI 142,2011 7,453 114,0791 122,4891 12,7CQI 1,917 8.Z96 16601 6.156 6.652 6.208 1,378 14,LOOI 159,979 1125,9951 33.984 f0TALFU14DS 241,961 1185,6971 56,264 Awa$f0rAIIIs fundlnq forth• Puh•S¢01 Cofflputer Ègulpment. The Blo LotteryImpmn8 Uvès ts a Syeir Wi Lottery proled empowerlni mEnfrom aSDUth A51an batkiround. ThÈGood Thlny Foundatlon 8rJnt wasto provlde En8llshclasse5 for 8AME women. The bl8 Lottery Posltfvè Mlnrls Grant Is a S ye•r Bli Lomry prolert In ralsln8 8warene55 Ind offerlni support for mintsl hoith Issues ¢0 eAMe people. The Natlonal Lottery Beyond Lockdown prDlect Is J partnershlp Inltlatl¥e olcommunlty iroups worklni In loht)rOUSb E45t to SUPPOrt peopleaffettedby thocod s5tuatkin. TheArtessforJustl¢e C•sework project lsfvndlnB lor usewort runnlw expensesand debttralnln¥. The ChamwoDd Borouth Councll Crthd Grant was awarded September 2020 to •nabk7 the charty to adapt fts premlges to arcomrnodate Covld restrfciions. The Acce55 for Justice ieadershSp prolert Is fvndln8 for EXeCute Offlcer sDlary 1£2SCp)I for leadErshlp ThIn1 and ektsmal consuhants for theAcces$forJu$tlceprolecL The GoDd Thin8$ Foundatbn Cgnsus Is a contract for the Office for Nafjonal StatlStlcs to d?liver 2021 Census support to the pubIScth fundlngfor DB5 check5, tralnln8 and dellveryhovr5. The To Shlne Lqadership Pro8ramme Is fundillg to enable inddual$ wth the rL¥ht sWlls MI talent and work ethlc, the opportunlrytoexperfentt a 12- month pald leadershlp and development placemntln 8 cha1¥. The Te¢h For SchcpD15 project was the chaty$ response to the local need for schodthlldren to be able to Use laptOP5 Ot hume urln8ihe cOd in 3 way5'. Pa8e 16 thued...
EQLIAUTY AcfKIN LTD 1401ÉSTOTHE FINA14CMSTATEMEPnS. contrued FOR THEYEAA ENDED 31 MARCH 2022 17. MOVEMENTIN FUIIOS-¢oThtkw•d 1. By COOfthnatingtheLx41th ofoldlaptcy arvjthewdelveryto Umehurstkndemy. 2. A few peDple rl¥J5e to donate mney to Eqlity PayPJl. was to purtha5e comwrteTr and delNer t rnehur5tAcademy. 3. By 5etbr¥upanATrwon i5h.10rthe payforequwmentdiredtylTr)fflory crffiiwtothechaTityI. The IllTA Heahh fund abrNe b In respect of a rw prr4ett bw"nAing In Awn 202L Th15 fund was tr4erdrawn at the ¥e¥ end due to Inrtlal set UPCOsts ofthts proJe¢ ITKUr inthe ar. fvto the cOmrKrW1ofthts tvocL Trntyslets behveen lub Chance5 For1 Charnwwd L5abrf' These projects haTr been completed and formalty a8reed and sWd off by the re5pecttse Inder Upon the trustee5, it W45 COndered that these are not re51ricted banCeS Set aside for 5periAc purpxx they are residual baL4nce5 whKh should bedearedd1. and a5 SUC these have been tr3Tthrred tothegeneral fundtofomallydosethesefunds. Im The emsdre of thts projort rÈt(rned in thÈ finantial stat@tTrWts a¢wss the lrfe of th projttt based Dn the artual prolert Costs. Howew. rf( was thro0VI the that tt Chatlty tould the full c05t of thi5 project factoAng in appL¥buned nnninKr05ts a5xkEdwithth These apportioned costs were reccenised ¥rithin the genual fund throu8hr¥Jt the proiecL Upon Comet7n of thb projett there was a baLin kn on th15 fund beca of these. The trustees nore retrossfftty that these shouk4 have tthn ¥b¢ated tothisfundthrou8hovtthi% proiecL Therefore, the frjnd pder has formaty W off projecr as cOmete. the tru#ees cOnder leasonable to transfer ihFs remaknlng b•IKe io effethety repay these SPEnt out ol the Étneral lund thrOu8hrtthe pffjecL In Ilghtoftheaitwe a¢Jlusirnenttothe Imwty•lwisfUrKl.thEQnSU1g P(thve Mir5 prDiectW45miewed. 481 ft wa5 noted that the apportwJned costs hève been reco8nised wnhin the 8eneral thrrIr1Ut the project to date. The trustees note retroSPEdNelythatthe5eshcuh4 have been a1hutedt0th fd throughDuttlM5 fKORrt. Therefore, the trustee5 conyder i( rea5cmab to transfer the balarKe of the apr#yrkned to date the general fijno to effectlyetyrepay In orderEO sthetrUe value ofthts fij3$013tst March 2022. There were no rdated ptytran*cth)ns itkntihed that retyire dts(kwre yew5 endEd 315t Marth 2022 and 31st Marth 2021. Page 17 continuEd...
EQUAUTY AclloN LTD NOTESTOTHE FINANCIALSTATEMENTS-¢onUn¥ed FOR THEYEAR ENDE031 MARCH 2022 19. CHAR INFORMATION The ch3rty is a Private rnited Company by GuarantEe inrorpDratEd and rEgi5tered In England and W8les under company nurnbèr 4198889 and th the thartty Comrn1551on under number 1088411. ThE re8i5tered offi ts 66 NottinÈham Road, Loughborough, Letester5hire LELI IEU. The chadty changed fts namefrom Human W8hts and Equalffje5ChamwoDd an 14th Febnry2ol1. The nature ofthetharws operationsand fts prfrKSpal a¢fjvlUe$arÈy@n In the ReportoftheTru5teeson page 2. Page 18
EQUALITY AcnoN LTD DETAILED STATEMENTOF F114ANCIAL AcnvmES K>R THE YEAR ENDED 31 MARCH 2022 2022 2021 INCOME AND ENDOwNIs Donatlons and l28a¢Jes Oonatlons Grants 21,114 259,480 15,427 225,870 280,594 241,297 In¥e5tm*nts Deposit account Interest Othtr No descrlptlon 516 662 Totsl IncomlTrw resourt•s 281,115 241,961 EXPENDrruRE Charltabl• actfvhl•s Wa8es Sorlil 5ecudtv P¢N$lgns R•tes andwat•r Insurance U8ht ènd heat rephOne Posta8e, prlntlni and st4tlonery Gentral Olrett project expenditure Aepalrs and malntenanee Travel 183,627 9,814 2,793 255 2,969 2,667 3,769 6,341 7,771 8.889 8,350 688 13Z 144,375 5.882 2.079 201 2.548 1.918 1.918 3.538 1.688 13.447 3,703 132 287 196 660 6S5 Mortga8e Infertst Bènk thar8es RecfuStment costs Compvrer equlpment 211 783 239.153 183.231 Support tosts Independent Examiners, remuneratlon 5.340 2.466 Total resour¢tsexpended 244,493 185.697 Netlncome 36,622 56,264 Thls pale does not form partof the statutory flnancial statemeTrts Page 19