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2023-03-31-accounts

REPORT OF THE DIRECTORS AND

UNAUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2023

FOR

NORTH OF ENGLAND REFUGEE SERVICE LIMITED

THE NORTH OF ENGLAND REFUGEE SERVICE LIMITED

CONTENTS OF THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2023

Page
Report of the Trustees 1 to 7
Independent Examiner's Report 8
Statement of Financial Activities 9
Balance Sheet 10 to 11
Cash Flow Statement 12
Notes to the Financial Statements 13 to 25
Detailed Statement of Financial Activities 26 to 27

THE NORTH OF ENGLAND REFUGEE SERVICE LIMITED

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2023

The trustees who are also directors of the charity for the purposes of the Companies Act 2006, present their report with the financial statements of the charity for the year ended 31 March 2023. The trustees have adopted the provisions of Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019).

OBJECTIVES AND ACTIVITIES

Throughout the year NERS continued on working with and for the immediate and long term needs of the community of refugees across the North East region, focusing at the most vulnerable stages of the journey to integration. This year the Board and Staff continued reshaping a strong organisation capable of achieving success in meeting its objectives.

Centres of Operation

NERS works from 3 centres and runs outreach from 1 site

  1. Newcastle 2 Friars Street, Newcastle upon Tyne, NE1 4XA

  2. Middlesbrough Unit 6, Broadcasting House, Newport Road, Middlesbrough TS1 5JA

  3. Sunderland Suite 12, Eagle Building, 201 High Street East, Sunderland, SR1 2XA 4. Stockton The Arrival Practice, Stockton-On-Tees, TS18 2EP

Newcastle and Middlesbrough offices are open full time, Sunderland three days and Stockton outreach one day per week. We also provide services via telephone and social media platforms, such as WhatsApp, Skype and Zoom. Our services included liaising with the Home Office, the Department of Work and Pensions and local authorities.

Asylum Advice Service

This service is partly funded by Newcastle City Council. We provide advice and support to people at all stages of their asylum process. This means from the pre-asylum application stage, through the time they are in the asylum process, and if they are given refugee status or leave to remain, during the transition into mainstream society. We also provide information and advice for those whose support is terminated.

We provide impartial and independent advice to people whose application for Asylum has been refused. We will advise clients on possibility of applying for 'Section 4' or 'Section 95' support and where appropriate, we work jointly with client and immigration and asylum lawyers in exploring further steps that can be taken. For some clients the option of Assisted Voluntary Return (AVR) to their home country may be appropriate in which case referrals for such a specific advice will be made. Our AVR service assists people who have 'No Recourse to Public Funds' to return to their country of origin with dignity if they wish.

In the period between 1 April 2022 and 31 March 2023 we provided advice and support on asylum issues to 1,623 individuals during 5,887 advice sessions. We have also taken our services to the asylum seekers who were housed in six different hotels in Newcastle. 372 individuals benefited from this service during 766 advice sessions..

Page 1

THE NORTH OF ENGLAND REFUGEE SERVICE LIMITED

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2023

OBJECTIVES AND ACTIVITIES - continued

Asylum Legal Advice

This is a new service part of the Justice Together North East Project funded by the Justice Together Initiative. Justice Together is a funder collaboration that aims to operate for a decade. As well as offering funding, they will support the grant partners to build the power and influence of people with lived and learned experience of the immigration system and embed anti-racism strategies.

We are a delivery partner where we provide immigration asylum legal advice for those who have no access to legal aid and can't afford the legal fees. We help people in making applications to lodge their appeal and securing their appeal rights to have an oral hearing when all other law firms, in the area, have refused to take their matter any further. We are helping them to work out what has been their issue(s) throughout the asylum process, which has led to their refusal, and tackling it head on. We make successful applications reuniting children and mums and dads all loved ones. We help to draft statements and gather supportive evidence such as National IDs, birth certificates and marriage certificates.

We also provide first class immigration advice and assist our clients to apply for Further Leave to Remain (FLR) Fresh Claims, Naturalisation and British Passports as well as make Submissions on behalf of our clients to bodies such as:

Through this project, as we are committed to helping those that are the most vulnerable in society and require our help the most.

Integration and Employment Service

This service provides support to those granted refugee status and leave to remain to enable them to "take hold" of life in this country. We look both to immediate needs, such as housing and finance, and also to the longer term, as they seek to make their home in the community, find education and use their skills in work. This service is vitally important in preventing destitution among those who receive Leave to Remain and are required to find accommodation and financial support within 28 days. This strand of our work also provides conversation classes for those who speak little or no English.

In the period between 1st April 2022 to 31st March 2023 the project helped 281 individuals including 82 children, during 368 advice session, to claim the right benefits and find suitable accommodation.

North East RISE (NERISE)

NERISE is an innovative new partnership between the Home Office, North East Migration Partnership (NEMP), Local Authorities, charities supporting refugees and Bridges Outcomes Partnership. The aim is to improve the initial financial inclusion, housing, employment and wider integration needs of newly granted refugees in the North East region. NERS is a delivery partner where we provide advice and support on housing and wider integration needs. We provide our services in Sunderland, Northumberland, North and South Tyneside.

In the period between 1st April 2022 to 31st March 2023 the project helped 110 clients.

Page 2

THE NORTH OF ENGLAND REFUGEE SERVICE LIMITED

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2023

OBJECTIVES AND ACTIVITIES - continued

Supported Housing

This is a partnership with Your Homes Newcastle (YHN is the arm's length management organisation for Newcastle City Council housing) - and Home Group (HG is a large housing association). We manage 20 properties in Newcastle, on lease from YHN and HG.

We house asylum seekers given leave to remain, who are also vulnerable and in need of further support. For example, they may suffer from metal health or addiction issues and from having been homeless. The service provides short term housing and appropriate individualised support for up to two years and until clients can move on from supported housing to independent living. The support can include claiming housing benefit, other welfare benefits, advice with council tax, accessing health and social care services, accessing ESOL and other relevant education services, accessing employment and training services, budgeting and financial advice. We also provide support with accessing community activities and linking with refugee community organisations, counselling and help with problem solving. Our support continues after clients leave our accommodation up to the point where they can cope with independent living.

Over the year April 2022 - March 2023, 40 homeless individuals have benefited from our Supported Housing programme, 6 clients successfully supported to move on from our supported housing into their own independent housing.

Interpreting and Translation Service

We assist refugees and other migrants to train and employ them as sessional interpreters to provide interpreting and translation services. We provide these services for NERS clients and as well as other organisations such as NHS, social services, schools, solicitors, local authorities, housing associations, care homes and counselling services.

The service is our main income generating activity, it used to contribute more than 20% to our annual income. However, due to a combination factors beyond our control the service income has reduced from £140,300 in 2019/20 to £45,00 in 2022/23.

Advocacy and Policy Influence

NERS advocates for its clients right to access information and services to which they are entitled and provides an independent 'Voice' in meetings and fora about their needs. We use the evidence gathered from our clients to also work regionally and nationally to influence and advocate on matters of policy. We usually do this in partnership with other organisations; nationally with our key partner, the Refugee Council, but also with other agencies such as Refugee Action and the Welsh and Scottish Refugee Councils, Red Cross, Freedom from Torture and Migrant Help. We are also members of the National Asylum Stakeholders Forum and the Asylum Support Forum. Locally we work with partner agencies such the Regional Refugee Forum and work through structures and processes such as the Regional Migration Partnership, hosted by Middlesbrough Council.

We work in partnership with local charities, such the Red Cross, West End Refugee Service, Newcastle Law Centre, Friends of the Drop-In, Open Doors, Justice First and Action Foundation, to address destitution. We provide face-to-face advice on accessing the Asylum Support to clients that they are supporting. We also assist with coordination of destitution referrals which helps in maximising use of limited resources. When needed, we deliver awareness raising sessions across the Region that aim to improve the wider community's understanding of issues affecting asylum seekers.

Page 3

THE NORTH OF ENGLAND REFUGEE SERVICE LIMITED

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2023

OBJECTIVES AND ACTIVITIES - continued

Student Placements

Social work students from the universities of Durham, Teesside, Northumbria and Cumbria are hosted on placement within NERS. This enables NERS to work with and engage future social workers in the issues affecting our client group. On average we provide about 800 days per annum of placements for social work students.

Public Benefit

The trustees have considered the Charity Commission's guidance on public benefit with regard to its objectives and activities.

FINANCIAL REVIEW

At the balance sheet date, the charity held funds amounting to £182,224 (2022 - £169,560) of which £nil (2022 - £nil) was subject to restriction, a further £23,396 (2022 - £34,191) was represented by illiquid assets and therefore not freely available to the charity. Total free reserves amounted to £158,828 (2022 - £135,369).

Reserves Policy

The trustees agree to retain those amounts generated by interpreting and venue hire each financial year, within the reserves of the charity.

The trustees are committed to maintaining at all times at least the equivalent of three months running costs as advised by the Charity Commission and, whenever we fall below that level, to make it a business plan priority to regain the three month position.

FUTURE DIRECTION

Our future plan is to strengthen and deepen our work within NERS five core service areas, while also piloting and developing additional service interventions where relevant and feasible. NERS will become a more enterprising organisation, open to experimenting and piloting new interventions. There are several other potential service areas that warrant further investigation. Introducing new services will be dependent on a number of factors, including availability of funding and relevance to the needs in the Region. Possible interventions for which we will explore the feasibility and relevance include the following:

Page 4

THE NORTH OF ENGLAND REFUGEE SERVICE LIMITED

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2023

STRUCTURE, GOVERNANCE AND MANAGEMENT

The company is governed by its Memorandum of Articles of Association which state the objects as: "(a) to provide relief for refugees (including convention refugees, refugee communities, people with exceptional leave to remain, asylum seekers and ex-detainees) and migrants who are in conditions of need, hardship, sickness or distress, without distinction of age, sex, race, nationality, political or religious or other opinions, and in addition: (b) to advance the education and the protection of health of such people, and (c) to provide them with facilities for recreation and leisure-time occupation in the interests of social welfare."

Board of Trustees (The Board)

The Company Board of Trustees has at least three persons. At every Annual General Meeting one-third of the Trustees shall retire from office. In the event that the number is not divisible by three, then the proportion to retire shall be that which is nearest to one-third. The Trustees to retire shall be those longest in office since they were last appointed or re-appointed. Where there are Trustees who have been in office for the same length of time then, in the absence of agreement, those to retire shall be selected by lot. A retiring Trustee is eligible for re-appointment provided that no-one may serve as a Trustee for more than nine consecutive years.

Operational Management

The day to day management of the Company is through the Director who reports to the Board. The staff team includes a senior finance officer, an administrator, a receptionist, five service leads and seven service specialists working alongside more than 40 volunteers.

Policies

The North of England Refugee Service (NERS) holds a full range of policies regulating all aspects of its business. These are regularly updated and a list of key current policies is given below:

Complaints Procedure Confidentiality Dignity at Work Equal Opportunity Health and Safety Internal Audit Procedure for Finance Safeguarding Children Safeguarding Vulnerable Adults Investment and Reserves Policy

Risk Management

The trustees have a duty to identify and review the risks to which the charity is exposed and to ensure appropriate controls are in place to provide reasonable assurance against fraud and error.

Induction and Training of New Trustees

Due to the diverse nature of the trustee group, induction and training is tailored to each trustee's needs.

Page 5

THE NORTH OF ENGLAND REFUGEE SERVICE LIMITED

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2023

REFERENCE AND ADMINISTRATIVE DETAILS

Registered Company number

3643622 (England and Wales)

Registered Charity number

1091200

Registered office

2 Friars Street Newcastle upon Tyne NE1 4XA

Trustees

Cllr Ann Schofield - Chair (retired 25 September 2023) Ibrahim Diallo - Vice Chair (retired 5 April 2023) Dean Backhouse (appointed 26 September 2022) - (retired 12 June 2023) Christopher Boyle (retired 22 February 2023) Tessa Gray (retired 24 September 2023) Josephine Mudzingwa Fiona Ranson (retired 12 July 2023) Amer Ratkusic (appointed 28 September 2022) - (retired 24 September 2023) Pa Saikou Saidkhan (appointed 28 September 2022) Herbert Thondhlana (appointed 26 October 2022)

Company Secretary and Director

Dr Mohamed Nasreldin

Independent Examiner

Read, Milburn & Co, 71 Howard Street, North Shields, NE30 1AF

Bankers

Virgin Money, 131-135 Northumberland Street, Newcastle upon Tyne, NE1 4XF

Solicitors

Muckle LLP, 32 Gallowgate, Newcastle upon Tyne, NE1 4BF

Approved by order of the board of trustees on 20 December 2023 and signed on its behalf by:

Page 6

THE NORTH OF ENGLAND REFUGEE SERVICE LIMITED

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2023

Josephine Mudzingwa - Trustee

Page 7

INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF THE NORTH OF ENGLAND REFUGEE SERVICE LIMITED

Independent examiner's report to the trustees of The North of England Refugee Service Limited ('the Company')

I report to the charity trustees on my examination of the accounts of the Company for the year ended 31 March 2023.

Responsibilities and basis of report

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

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

Independent examiner's statement

Since your charity's gross income exceeded £250,000 your examiner must be a member of a listed body. I can confirm that I am qualified to undertake the examination because I am a member of the Institute of Chartered Accountants in England and Wales, which is one of the listed bodies.

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

  1. accounting records were not kept in respect of the Company as required by Section 386 of the 2006 Act; or

  2. the accounts do not accord with those records; or

  3. the accounts do not comply with the accounting requirements of Section 396 of the 2006 Act other than any requirement that the accounts give a true and fair view which is not a matter considered as part of an independent examination; or

  4. the accounts have not been prepared in accordance with the methods and principles of the Statement of Recommended Practice for accounting and reporting by charities (applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102)).

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

Nicholas Liley FCA

The Institute of Chartered Accountants in England and Wales

Read, Milburn & Co

Date: 20 December 2023

Page 8

THE NORTH OF ENGLAND REFUGEE SERVICE LIMITED

STATEMENT OF FINANCIAL ACTIVITIES (INCORPORATING AN INCOME AND EXPENDITURE ACCOUNT) FOR THE YEAR ENDED 31 MARCH 2023

Unrestricted
funds
Notes
£
INCOME AND ENDOWMENTS FROM
Donations and legacies
2
4,120
Charitable activities
4
Housing
284,447
Integration advice
180,162
Interpreting
51,293
Core
-
Investment income
3
2,284
Other income
8,087
Total
530,393
EXPENDITURE ON
Charitable activities
5
Housing
190,827
Integration advice
128,684
Interpreting
28,278
Core
169,940
Total
517,729
NET INCOME
12,664
RECONCILIATION OF FUNDS
Total funds brought forward
169,560
TOTAL FUNDS CARRIED FORWARD
182,224
Restricted
funds
£
-
18,900
57,160
-
89,000
-
-
165,060
18,900
57,160
-
89,000
165,060
-
-
-
2023
Total
funds
£
4,120
303,347
237,322
51,293
89,000
2,284
8,087
695,453
209,727
185,844
28,278
258,940
682,789
12,664
169,560
182,224
2022
Total
funds
£
7,066
283,305
85,623
42,819
97,000
59
15,666
531,538
178,752
50,028
24,816
273,501
527,097
4,441
165,119
169,560

The notes form part of these financial statements

Page 9

THE NORTH OF ENGLAND REFUGEE SERVICE LIMITED (REGISTERED NUMBER: 3643622)

BALANCE SHEET 31 MARCH 2023

Notes
FIXED ASSETS
Tangible assets
12
Investments
13
CURRENT ASSETS
Debtors
14
Cash at bank and in hand
CREDITORS
Amounts falling due within one year
15
NET CURRENT ASSETS
TOTAL ASSETS LESS CURRENT
LIABILITIES
NET ASSETS
FUNDS
18
Unrestricted funds
TOTAL FUNDS
2023
£
11,626
11,770
23,396
130,400
93,952
224,352
(65,524)
158,828
182,224
182,224
182,224
182,224
2022
£
22,607
11,584
34,191
73,257
148,861
222,118
(86,749)
135,369
169,560
169,560
169,560
169,560

The charitable company is entitled to exemption from audit under Section 477 of the Companies Act 2006 for the year ended 31 March 2023.

The members have not required the company to obtain an audit of its financial statements for the year ended 31 March 2023 in accordance with Section 476 of the Companies Act 2006.

The trustees acknowledge their responsibilities for

The notes form part of these financial statements

continued...

Page 10

THE NORTH OF ENGLAND REFUGEE SERVICE LIMITED (REGISTERED NUMBER: 3643622)

BALANCE SHEET - continued 31 MARCH 2023

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

The financial statements were approved by the Board of Trustees and authorised for issue on 20 December 2023 and were signed on its behalf by:

Josephine Mudzingwa - Trustee

The notes form part of these financial statements

Page 11

THE NORTH OF ENGLAND REFUGEE SERVICE LIMITED

CASH FLOW STATEMENT FOR THE YEAR ENDED 31 MARCH 2023

Notes
Cash flows from operating activities
Cash generated from operations
20
Net cash used in operating activities
Cash flows from investing activities
Purchase of tangible fixed assets
Purchase of fixed asset investments
Sale of fixed asset investments
Net cash used in investing activities
Change in cash and cash equivalents
in the reporting period
Cash and cash equivalents at the
beginning of the reporting period
Cash and cash equivalents at the end
of the reporting period
2023
£
(52,344)
(52,344)
(2,379)
(209)
23
(2,565)
(54,909)
148,861
93,952
2022
£
(58,609)
(58,609)
(25,883)
(6)
46
(25,843)
(84,452)
233,313
148,861

The notes form part of these financial statements

Page 12

THE NORTH OF ENGLAND REFUGEE SERVICE LIMITED

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2023

1. ACCOUNTING POLICIES

Basis of preparing the financial statements

The financial statements of the charitable company, which is a public benefit entity under FRS 102, have been prepared in accordance with the Charities SORP (FRS 102) 'Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019)', Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland' and the Companies Act 2006. The financial statements have been prepared under the historical cost convention, with the exception of investments which are included at market value.

The presentation currency of the financial statements is the Pound Sterling (£) rounded to the nearest £.

Going Concern

The financial statements are prepared on the going concern basis. In the opinion of trustees, no material uncertainties exist about the charity's ability to continue.

Income

All income is recognised in the Statement of Financial Activities once the charity has entitlement to the funds, it is probable that the income will be received and the amount can be measured reliably. Income subject to VAT is stated nett of output tax at the applicable flat rate.

Expenditure

Liabilities are recognised as expenditure as soon as there is a legal or constructive obligation committing the charity to that expenditure, it is probable that a transfer of economic benefits will be required in settlement and the amount of the obligation can be measured reliably. Expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all cost related to the category. Where costs cannot be directly attributed to particular headings they have been allocated to activities on a basis consistent with the use of resources. All expenditure is shown inclusive of VAT where applicable.

Allocation and apportionment of costs

Costs are allocated to the charity's activities on the basis of fair usage of staff and facilities.

Tangible fixed assets

Depreciation is provided at the following annual rates in order to write off each asset over its estimated useful life.

Improvements to property - in accordance with the property Office equipment - 25% on reducing balance and 25% on cost Computer equipment - 33% on cost

Taxation

The charity is exempt from corporation tax on its charitable activities.

Fund accounting

Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the trustees.

continued...

Page 13

THE NORTH OF ENGLAND REFUGEE SERVICE LIMITED

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2023

1. ACCOUNTING POLICIES - continued

Fund accounting

Restricted funds can only be used for particular restricted purposes within the objects of the charity. Restrictions arise when specified by the donor or when funds are raised for particular restricted purposes.

Further explanation of the nature and purpose of each fund is included in the notes to the financial statements.

Pension costs and other post-retirement benefits

The charitable company operates a defined contribution pension scheme. Contributions payable to the charitable company's pension scheme are charged to the Statement of Financial Activities in the period to which they relate.

Investments

In accordance with recommended practice, listed investments are included at market value. Realised and unrealised gains and losses are shown separately on the Statement of Financial Activities.

Debtors

Trade and other debtors (including prepayments) are recognised at the settlement amount due or amount prepaid) nett of any trade discounts.

Cash at bank and in hand

Cash at bank and in hand includes cash and short term highly liquid investments.

Creditors

Creditors (including accruals) are recognised where the charity has a present obligation resulting from a past event that will probably result in the transfer of funds to a third party and the amount due to settle the obligation can be measured or estimated reliably. Creditors and accruals are recognised at their settlement amount nett of any trade discounts.

Financial instruments

All financial assets and financial liabilities of the charity qualify as basic financial instruments. Basic financial instruments are initially recognised at transaction value and subsequently measured at their settlement value.

continued...

Page 14

THE NORTH OF ENGLAND REFUGEE SERVICE LIMITED

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2023

2.
DONATIONS AND LEGACIES
Donations
3.
INVESTMENT INCOME
Investment income
4.
INCOME FROM CHARITABLE ACTIVITIES
Interpreting services
Contract income
Newcastle City Council
Grants
Interpreting services
Contract income
Newcastle City Council
Grants
Grants received, included in the above, are as follows:
The Henry Smith Charity
Tudor Trust
The 1989 Willan Charitable Trust
The AB Charitable Trust
Garfield Weston Foundation
West End Refugee Fund
Community Foundation
Carried forward
Housing
£
-
7,108
277,339
18,900
303,347
Core
£
-
-
-
89,000
89,000
2023
2022
£
£
4,120
7,066
2023
2022
£
£
2,284
59
Integration
advice
Interpreting
£
£
-
51,293
179,961
-
-
-
57,361
-
237,322
51,293
2023
2022
Total
Total
activities
activities
£
£
51,293
42,819
187,069
49,110
277,339
256,556
165,261
160,262
680,962
508,747
2023
2022
£
£
35,325
35,075
13,500
42,000
-
2,500
20,000
-
30,000
-
18,900
18,900
8,000
7,500
125,725
105,975

Page 15

continued...

THE NORTH OF ENGLAND REFUGEE SERVICE LIMITED

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2023

4.
INCOME FROM CHARITABLE ACTIVITIES - continued
Brought forward
Barrow Cadbury Trust
Middlesbrough Council
JTI Foundation
Sainsburys Charitable Trust
W J R Trust
5.
CHARITABLE ACTIVITIES COSTS
Direct
Costs (see
note 6)
£
Housing
185,539
Integration advice
162,327
Interpreting
23,149
Core
86,841
457,856
6.
DIRECT COSTS OF CHARITABLE ACTIVITIES
Staff costs
Client costs
Project costs
Volunteer costs
Other staffing costs
Interpreter costs
Donations and grants redistributed
2023
£
125,725
-
2,500
21,835
15,000
201
165,261
Support
costs (see
note 7)
£
24,188
23,517
5,129
172,099
224,933
2023
£
253,101
160,374
90
7,773
12,027
23,971
520
457,856
2022
£
105,975
25,000
20,000
9,287
-
-
160,262
Totals
£
209,727
185,844
28,278
258,940
682,789
2022
£
175,573
125,643
-
1,548
3,088
20,534
-
326,386

Page 16

continued...

THE NORTH OF ENGLAND REFUGEE SERVICE LIMITED

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2023

7. SUPPORT COSTS

SUPPORT COSTS
General
Governance
support
costs
£
£
Housing
24,188
-
Integration advice
23,517
-
Interpreting
5,129
-
Core
168,997
3,102
221,831
3,102
Cost
Basis of allocation
General support
Fair usage of staff and facilities
Governance costs
Fair usage of staff and facilities
Totals
£
24,188
23,517
5,129
172,099
224,933

8. NET INCOME/(EXPENDITURE)

Net income/(expenditure) is stated after charging/(crediting):

Depreciation - owned assets
Independent Examiner's remuneration
Payments under operating leases
2023
£
13,360
3,102
139,911
2022
£
22,803
3,102
123,791

9. TRUSTEES' REMUNERATION AND BENEFITS

There were no trustees' remuneration or other benefits for the year ended 31 March 2023 nor for the year ended 31 March 2022.

Trustees' expenses

Trustees' expenses 2023
£
1,138
2022
£
-

continued...

Page 17

THE NORTH OF ENGLAND REFUGEE SERVICE LIMITED

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2023

10.
STAFF COSTS
Wages and salaries
Social security costs
Other pension costs
2023
£
325,907
21,374
10,416
357,697
2022
£
240,632
12,915
8,096
261,643

The key management personnel, including the trustees, are listed under Reference and Administrative Details. The total employee benefits of the key management personnel including Social Security were £42,925 (2022 - £38,337).

The average monthly number of employees during the year was as follows:

Management & administration 2023
15
2022
14

No employees received emoluments in excess of £60,000.

continued...

Page 18

THE NORTH OF ENGLAND REFUGEE SERVICE LIMITED

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2023

11.
COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES
Unrestricted
Restricted
funds
funds
£
£
INCOME AND ENDOWMENTS FROM
Donations and legacies
7,066
-
Charitable activities
Housing
264,405
18,900
Integration advice
41,261
44,362
Interpreting
42,819
-
Core
-
97,000
Investment income
59
-
Other income
15,666
-
Total
371,276
160,262
EXPENDITURE ON
Charitable activities
Housing
159,852
18,900
Integration advice
-
50,028
Interpreting
24,816
-
Core
176,501
97,000
Total
361,169
165,928
NET INCOME/(EXPENDITURE)
10,107
(5,666)
RECONCILIATION OF FUNDS
Total funds brought forward
159,453
5,666
TOTAL FUNDS CARRIED
FORWARD
169,560
-
Total
funds
£
7,066
283,305
85,623
42,819
97,000
59
15,666
531,538
178,752
50,028
24,816
273,501
527,097
4,441
165,119
169,560

continued...

Page 19

THE NORTH OF ENGLAND REFUGEE SERVICE LIMITED

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2023

12. TANGIBLE FIXED ASSETS

12. TANGIBLE FIXED ASSETS
Improvements
to Office Computer
property equipment equipment Totals
£ £ £ £
COST
At 1 April 2022 34,003 26,356 40,993 101,352
Additions 2,379 - - 2,379
At 31 March 2023 36,382 26,356 40,993 103,731
DEPRECIATION
At 1 April 2022 29,718 21,225 27,802 78,745
Charge for year 4,159 2,305 6,896 13,360
At 31 March 2023 33,877 23,530 34,698 92,105
NET BOOK VALUE
At 31 March 2023 2,505 2,826 6,295 11,626
At 31 March 2022 4,285 5,131 13,191 22,607
13. FIXED ASSET INVESTMENTS
Listed
investments
£
MARKET VALUE
At 1 April 2022 11,584
Additions 209
Disposals (23)
At 31 March 2023 11,770
NET BOOK VALUE
At 31 March 2023 11,770
At 31 March 2022 11,584

There were no investment assets outside the UK. The portfolio continued to be managed by Fidelity Worldwide Investment during the financial year.

continued...

Page 20

THE NORTH OF ENGLAND REFUGEE SERVICE LIMITED

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2023

14. DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
2023 2022
£ £
Trade debtors 87,247 56,900
VAT - 3,370
Prepayments and accrued income 43,153 12,987
130,400 73,257
15. CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
2023 2022
£ £
Trade creditors 38,429 39,484
Social security and other taxes 5,726 4,678
Other creditors 3,219 5,202
Accruals and deferred income 18,150 37,385
65,524 86,749
Deferred Income
Included within Accruals and Deferred Income are the following amounts comprising income
received in advance of delivery of the related services or expenditure incurred.
£
Balance at 1 April 2022 19,275
Released to income from charitable activities (19,275)
Amount deferred in year -
Balance at 31 March 2023 -
16. LEASING AGREEMENTS
Minimum lease payments under non-cancellable operating leases fall due as follows:
2023 2022
£ £
Within one year 75,965 70,663

continued...

Page 21

THE NORTH OF ENGLAND REFUGEE SERVICE LIMITED

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2023

17. ANALYSIS OF NET ASSETS BETWEEN FUNDS

Unrestricted
funds
£
Fixed assets
11,626
Investments
11,770
Current assets
224,352
Current liabilities
(65,524)
182,224
MOVEMENT IN FUNDS
Unrestricted funds
General fund
TOTAL FUNDS
Restricted
funds
£
-
-
-
-
-
At 1/4/22
£
169,560
169,560
2023
Total
funds
£
11,626
11,770
224,352
(65,524)
182,224
Net
movement
in funds
£
12,664
12,664
2022
Total
funds
£
22,607
11,584
222,118
(86,749)
169,560
At
31/3/23
£
182,224
182,224

18. MOVEMENT IN FUNDS

Net movement in funds, included in the above are as follows:

Unrestricted funds
General fund
Restricted funds
The Henry Smith Charity
Tudor Trust
The AB Charitable Trust
Garfield Weston Foundation
West End Refugee Fund
Community Foundation
Middlesbrough Council
JTI Foundation
Sainsburys Charitable Trust
TOTAL FUNDS
Incoming
resources
£
530,393
35,325
13,500
20,000
30,000
18,900
8,000
2,500
21,835
15,000
165,060
695,453
Resources
Movement
expended
in funds
£
£
(517,729)
12,664
(35,325)
-
(13,500)
-
(20,000)
-
(30,000)
-
(18,900)
-
(8,000)
-
(2,500)
-
(21,835)
-
(15,000)
-
(165,060)
-
(682,789)
12,664

continued...

Page 22

THE NORTH OF ENGLAND REFUGEE SERVICE LIMITED

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2023

18. MOVEMENT IN FUNDS - continued

Comparatives for movement in funds

Unrestricted funds
General fund
Restricted funds
Clothworkers Foundation
TOTAL FUNDS
At 1/4/21
£
159,453
5,666
165,119
Net
movement
in funds
£
10,107
(5,666)
4,441
At
31/3/22
£
169,560
-
169,560

Comparative net movement in funds, included in the above are as follows:

Unrestricted funds
General fund
Restricted funds
The Henry Smith Charity
Tudor Trust
The 1989 Willan Charitable Trust
West End Refugee Fund
Clothworkers Foundation
Community Foundation
Barrow Cadbury Trust - COVID-19
Support Fund
Middlesbrough Council
JTI Foundation
TOTAL FUNDS
Incoming
resources
£
371,276
35,075
42,000
2,500
18,900
-
7,500
25,000
20,000
9,287
160,262
531,538
Resources
Movement
expended
in funds
£
£
(361,169)
10,107
(35,075)
-
(42,000)
-
(2,500)
-
(18,900)
-
(5,666)
(5,666)
(7,500)
-
(25,000)
-
(20,000)
-
(9,287)
-
(165,928)
(5,666)
(527,097)
4,441

The Henry Smith Charity fund is a grant received towards the appointment of an advice worker to support service users in Tyne & Wear.

The Tudor Trust fund is a grant received towards the post of Director.

The West End Refugee Fund supported the provision of housing.

continued...

Page 23

THE NORTH OF ENGLAND REFUGEE SERVICE LIMITED

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2023

18. MOVEMENT IN FUNDS - continued

Middlesbrough Council funded salary costs and related expenditure as part of the Sustainability Capacity Fund.

The other restricted funds relate to various projects run by the charity to support its primary objectives as noted in the Trustees report.

19. RELATED PARTY DISCLOSURES

There were no related party transactions for the year ended 31 March 2023.

20. RECONCILIATION OF NET INCOME TO NET CASH FLOW FROM OPERATING ACTIVITIES

Net income for the reporting period (as per the Statement of
Financial Activities)
Adjustments for:
Depreciation charges
Increase in debtors
Decrease in creditors
Net cash used in operations
2023
£
12,664
13,360
(57,143)
(21,225)
(52,344)
2022
£
4,441
22,803
(31,427)
(54,426)
(58,609)

21. ANALYSIS OF CHANGES IN NET FUNDS

At 1/4/22 Cash flow At 31/3/23
£ £ £
Net cash
Cash at bank and in hand 148,861 (54,909) 93,952
148,861 (54,909) 93,952
Total 148,861 (54,909) 93,952

continued...

Page 24

THE NORTH OF ENGLAND REFUGEE SERVICE LIMITED

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2023

22. LEGAL STATUS

North of England Refugee Service is a company limited by guarantee, registered in England and Wales and has no share capital. The company's registered number and registered office address can be found within Reference and Administrative Details.

The liability of the members is limited. Every member of the charitable company undertakes to contribute such amount as may be required (not exceeding £1) to the charitable company's assets if it should be wound up while s/he is a member or within one year after s/he ceases to be a member, for payment of the charitable company's debts and liabilities contracted before s/he ceases to be a member, and of the costs, charges and expenses of winding up, and for the adjustment of the rights of the contributories themselves.

Page 25

THE NORTH OF ENGLAND REFUGEE SERVICE LIMITED

DETAILED STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 MARCH 2023

INCOME AND ENDOWMENTS
Donations and legacies
Donations
Investment income
Investment income
Charitable activities
Interpreting services
Contract income
Newcastle City Council
Grants
Other income
Rental income
Student placement income
Other income
Total incoming resources
EXPENDITURE
Charitable activities
Wages
Social security
Pensions
Client costs
Project costs
Volunteer costs
Other staffing costs
Interpreter costs
Donations and grants redistributed
Support costs
2023
£
4,120
2,284
51,293
187,069
277,339
165,261
680,962
7,737
350
-
8,087
695,453
230,607
15,124
7,370
160,374
90
7,773
12,027
23,971
520
457,856
2022
£
7,066
59
42,819
49,110
256,556
160,262
508,747
10,316
-
5,350
15,666
531,538
161,474
8,666
5,433
125,643
-
1,548
3,088
20,534
-
326,386

This page does not form part of the statutory financial statements

Page 26

THE NORTH OF ENGLAND REFUGEE SERVICE LIMITED

DETAILED STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 MARCH 2023

Support costs
General support
Trustees' expenses
Wages
Social security
Pensions
Rent and rates
Insurance
Light and heat
Telephone
Postage and stationery
Sundries
Cleaning
Repairs and renewals
IT costs
Professional fees
Bank charges
Depreciation of tangible fixed assets
Governance costs
Accountancy and legal fees
Total resources expended
Net income
2023
£
1,138
95,300
6,250
3,046
45,624
4,132
2,260
19,410
6,800
2,626
1,718
1,572
15,162
3,318
115
13,360
221,831
3,102
682,789
12,664
2022
£
-
79,158
4,249
2,663
35,056
5,563
591
20,622
5,106
2,673
2,916
2,190
11,033
2,898
88
22,803
197,609
3,102
527,097
4,441

This page does not form part of the statutory financial statements

Page 27