**Trustees' Annual Report for the period** Period start date Period end date 01 January 2021 31 December 2021 **From** **To** ## Section A Reference and administration details **Charity name** European Survey Research Association **Other names charity is known by** ESRA **Registered charity number (if any)** 1150506 **Charity's principal address** Emily Gilbert (c/o Gabi Durrant), University of Southampton, Southampton **Postcode SO171 BJ** ## **Names of the charity trustees who manage the charity** **----- Start of picture text -----**
Name of person (or body)
Dates acted if not for
Trustee name Office (if any) entitled to appoint trustee
whole year
(if any)
Emily Gilbert Treasurer (in this 15/07/2019 to date
1 role since March
2021)
Vera Toepoel President (in this 15/07/2015 to date
role from
2 09/07/2021;
before that
Conference Chair)
Vera Lomazzi Conference Chair 15/07/2015 to date
(in this role from
09/07/2021,
3
before that
General
Secretary)
4 Alessandra Gaia General Secretary 09/07/2021 to date
5 Ting Yan 01/07/2017 to date
6 Antje Kirchner 01/07/2017 to date
7 Ulrich Kohler 01/07/2013 to date
8 Daniel Seddig 09/07/2021 to date
9 Thomas Smith 01/07/2017 to date
Stephanie 15/07/2019 to date
10
Steinmetz
11 Rory Fitzgerald 09/07/2021 to date
12 Marieke Haan 01/07/2017 to date
13 Salima Douhou 01/07/2017 to date
Olga 09/07/2021 to date
14
Mazlovskaya
**----- End of picture text -----**
March **2012** **TAR** 1 **----- Start of picture text -----**
Michael 09/07/2021 to date
15
Bergmann
16 Alexander Wenz 09/07/2021 to date
17
18
19
20
**----- End of picture text -----**
## **Names of the trustees for the charity, if any, (for example, any custodian trustees)** **Name Dates acted if not for whole year** ## **Names and addresses of advisers (Optional information)** **Type of adviser Name Address** **Name of chief executive or names of senior staff members (Optional information)** ## **Section B Structure, governance and management** ## **Description of the charity’s trusts** Constitution Type of governing document (eg. trust deed, constitution) Association How the charity is constituted (eg. trust, association, company) Appointed by President Trustee selection methods (eg. appointed by, elected by) ## **Additional governance issues (Optional information)** March **2012** **TAR** 2 You **may choose** to include additional information, where relevant, about: Charity is managed by a Committee and reports to a General Assembly of the members of the Association. - policies and procedures adopted for the induction and training of trustees; - the charity’s organisational structure and any wider network with which the charity works; - relationship with any related parties; - trustees’ consideration of major risks and the system and procedures to manage them. ## **Section C Objectives and activities** **Summary of the objects of the charity set out in its governing document** The advancement of education for the public benefit in the subject of survey research in particular but not exclusively by holding conferences, producing journals and other educational materials and by such other means as the trustees may determine. March **2012** **TAR** 3 The journal is edited by Ulrich Kohler of the University of Potsdam, Germany. The editor is supported by a multi-national panel of Associate Editors: https://ojs.ub.uni-konstanz.de/srm/about/editorialTeam ESRA's peer-reviewed journal aims to be a high quality scientific publication that will be of interest to researchers in all disciplines involved in the design, implementation and analysis of surveys. **Summary of the main activities undertaken for** The URL of the journal is: https://ojs.ub.uni-konstanz.de/srm/ **the public benefit in relation to these objects** ESRA organises an international conference every two years. **(include within this** The last conference was held in 2021, as an online event due to **section the statutory** the COVID-19 pandemic. **declaration that trustees** (https://www.europeansurveyresearch.org/conferences/ESRA202 **have had regard to the** 1). **guidance issued by the Charity Commission on** The conference was held over four days, with c.350 attendees **public benefit)** registered. ESRA also contributes to the organisation of smaller-scale conferences in years when its biennial conference does not take place. ESRA also run an online mailing list - ESRAnet. This is an email discussion list where members can connect with colleagues to seek advice, share experiences and get the latest news about survey research in Europe. All ESRA members are automatically subscribed to ESRAnet on joining the association. ## **Additional details of objectives and activities (Optional information)** You **may choose** to include further statements, where relevant, about: - policy on grantmaking; - policy programme related investment; - contribution made by volunteers. March **2012** **TAR** 4 Section D Achievements and performance **Summary of the main achievements of the charity during the year** During 2021 ESRA have published 3 standard issues of the journal Survey Research Methods, containing 18 high-quality, peer-reviewed articles. As well as this, the biennial conference was held, as an online event due to the COVID-19 pandemic. (https://www.europeansurveyresearch.org/conferences/ESRA202 1). The conference was held over four days, with c.350 attendees registered. ESRAnet continues to be a valuable source of information and support for ESRA members. March **2012** **TAR** 5 ## **Section E Financial review** The trustees are committed to maintaining reserves that will **Brief statement of the** cover at least one year's operating costs as well as covering **charity’s policy on** potential cashflow requirements during years where there is a **reserves** conference. **Details of any funds materially in deficit** ## **Further financial review details (Optional information)** The principal sources of funding during years when there is no You **may choose** to include conference is the annual membership fee. During years when additional information, there is a conference, the principal sources of funding are where relevant about: membership fees, registration fees and sponsorship.  the charity’s principal sources of funds (including any fundraising); - how expenditure has supported the key objectives of the charity; - investment policy and objectives including any ethical investment policy adopted. ## **Section F Other optional information** ## **Section G Declaration** **The trustees declare that they have approved the trustees’ report above.** **Signed on behalf of the charity’s trustees** **Signature(s) Full name(s)** Emily Gilbert **Position (eg Secretary,** Treasurer **Chair, etc) Date** 15th January 2022 March **2012** **TAR** 6 **REGISTERED CHARITY NUMBER: 1150506** ## **REPORT OF THE TRUSTEES AND** ## **UNAUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2021** ## **FOR** ## **EUROPEAN SURVEY RESEARCH ASSOCIATION** Chariot House Limited Chartered Accountants 44 Grand Parade Brighton East Sussex BN2 9QA **EUROPEAN SURVEY RESEARCH ASSOCIATION** **CONTENTS OF THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2021** |||**Page**|| |---|---|---|---| |**Report of the Trustees**|1|to|3| |**Independent Examiner's Report**||4|| |**Statement of Financial Activities**||5|| |**Balance Sheet**||6|| |**Notes to the Financial Statements**|7|to|10| **EUROPEAN SURVEY RESEARCH ASSOCIATION** **REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 DECEMBER 2021** The trustees present their report with the financial statements of the charity for the year ended 31 December 2021. 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** ## **Objectives and aims** The advancement of education for the public benefit in the subject of survey research in particular but not exclusively by holding conferences, producing journals and other educational materials and by such other means as the trustees may determine. The journal is edited by Ulrich Kohler of the University of Potsdam, Germany. The editor is supported by a multi-national panel of Associate Editors: https://ojs.ub.uni-konstanz.de/srm/about/editorialTeam ESRA's peer-reviewed journal aims to be a high quality scientific publication that will be of interest to researchers in all disciplines involved in the design, implementation and analysis of surveys. The URL of the journal is: https://ojs.ub.uni-konstanz.de/srm/ ESRA organises an international conference every two years. The last conference was held in 2021, as an online event due to the COVID-19 pandemic. (https://www.europeansurveyresearch.org/conferences/ESRA2021). The conference was held over four days, with c.350 attendees registered. ESRA also contributes to the organisation of smaller-scale conferences in years when its biennial conference does not take place. ESRA also run an online mailing list - ESRAnet. This is an email discussion list where members can connect with colleagues to seek advice, share experiences and get the latest news about survey research in Europe. All ESRA members are automatically subscribed to ESRAnet on joining the association. ## **ACHIEVEMENT AND PERFORMANCE** ## **Charitable activities** During 2021 ESRA have published 3 standard issues of the journal Survey Research Methods, containing 18 high-quality, peer-reviewed articles. As well as this, the biennial conference was held, as an online event due to the COVID-19 pandemic. (https://www.europeansurveyresearch.org/conferences/ESRA2021). The conference was held over four days, with c.350 attendees registered. ESRAnet continues to be a valuable source of information and support for ESRA members. ## **FINANCIAL REVIEW** ## **Principal funding sources** The principal sources of funding during years when there is no conference is the annual membership fee. During years when there is a conference, the principal sources of funding are membership fees, registration fees and sponsorship. ## **Reserves policy** The trustees are committed to maintaining reserves that will cover at least one year's operating costs as well as covering potential cashflow requirements during years where there is a conference. At 31st December 2021, the charity held £242,779 in reserves which is in line with the reserves policy as it can cover at least one year's operating costs. Page 1 **EUROPEAN SURVEY RESEARCH ASSOCIATION** ## **REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 DECEMBER 2021** ## **STRUCTURE, GOVERNANCE AND MANAGEMENT** ## **Governing document** The charity is controlled by its governing document, a constitution, and constitutes an association. ## **Recruitment and appointment of new trustees** Trustees are appointed by the president, taking into account their skills and expertise. ## **Organisational structure** Charity is managed by a Committee and reports to a General Assembly of the members of the Association. ## **REFERENCE AND ADMINISTRATIVE DETAILS Registered Charity number** 1150506 ## **Principal address** University of Southampton Southampton Hampshire SO17 1BJ ## **Trustees** G Durrant (resigned 9/7/2021) DR C Roberts (resigned 9/7/2021) Dr T Yan Dr A Scherpenzeel (resigned 9/7/2021) Dr U Kohler Dr S Eckman (resigned 9/7/2021) Dr V Lomazzi Dr K Thomas (resigned 7/5/2021) Dr T Smith S Steinmetz Dr V Toepoel Dr E Gilbert Dr A Kirchner Dr M Haan Dr S Douhou Dr A Gaia (appointed 9/7/2021) Dr O Mazlovskaya (appointed 9/7/2021) Dr D Seddig (appointed 9/7/2021) Dr M Bergmann (appointed 9/7/2021) Dr A Wenz (appointed 9/7/2021) Professor R Fitzgerald (appointed 9/7/2021) ## **Independent Examiner** Leanne Leverington ACA Institute of Chartered Accountants in England and Wales Chariot House Limited Chartered Accountants 44 Grand Parade Brighton East Sussex BN2 9QA ## **COMMENCEMENT OF ACTIVITIES** The charity commenced its charitable activities on 2nd November 2012. Page 2 **EUROPEAN SURVEY RESEARCH ASSOCIATION** ## **REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 DECEMBER 2021** Approved by order of the board of trustees on ............................................. and signed on its behalf by: ........................................................................ Dr E Gilbert - Trustee Page 3 **INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF EUROPEAN SURVEY RESEARCH ASSOCIATION** ## **Independent examiner's report to the trustees of European Survey Research Association** I report to the charity trustees on my examination of the accounts of European Survey Research Association (the Trust) for the year ended 31 December 2021. ## **Responsibilities and basis of report** As the charity trustees of the Trust you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 ('the Act'). I report in respect of my examination of the Trust's accounts carried out under section 145 of the Act and in carrying out my examination I have followed all applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. ## **Independent examiner's statement** I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect: 1. accounting records were not kept in respect of the Trust as required by section 130 of the Act; or 2. the accounts do not accord with those records; or 3. the accounts do not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 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. 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. Leanne Leverington ACA Institute of Chartered Accountants in England and Wales Chariot House Limited Chartered Accountants 44 Grand Parade Brighton East Sussex BN2 9QA Date: ............................................. Page 4 **EUROPEAN SURVEY RESEARCH ASSOCIATION** ## **STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 DECEMBER 2021** |2021
Unrestricted
fund
Notes
£
**INCOME AND ENDOWMENTS FROM**
Donations and legacies
10,532
**Charitable activities**
Charitable activity
36,267
**Total**
46,799
**EXPENDITURE ON**
**Charitable activities**
Charitable activity
46,545
**NET INCOME/(EXPENDITURE)**
254
**RECONCILIATION OF FUNDS**
**Total funds brought forward**
242,525
**TOTAL FUNDS CARRIED FORWARD**
242,779|2020
Total
funds
£
458
-
458
25,313
(24,855)
267,380
242,525| |---|---| The notes form part of these financial statements Page 5 **EUROPEAN SURVEY RESEARCH ASSOCIATION** ## **BALANCE SHEET 31 DECEMBER 2021** |2021
Unrestricted
fund
Notes
£
**CURRENT ASSETS**
Debtors
4
14,122
Cash at bank
231,057
245,179
**NET CURRENT ASSETS**
245,179
**TOTAL ASSETS LESS CURRENT**
**LIABILITIES**
245,179
**ACCRUALS AND DEFERRED INCOME**
5
(2,400)
**NET ASSETS**
242,779
**FUNDS**
6
Unrestricted funds
242,779
**TOTAL FUNDS**
242,779|2020
Total
funds
£
14,234
233,291
247,525
247,525
247,525
(5,000)
242,525
242,525
242,525| |---|---| The financial statements were approved by the Board of Trustees and authorised for issue on ............................................. and were signed on its behalf by: ............................................. E Gilbert - Trustee The notes form part of these financial statements Page 6 **EUROPEAN SURVEY RESEARCH ASSOCIATION** **NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2021** ## **1. ACCOUNTING POLICIES** ## **Basis of preparing the financial statements** The financial statements of the charity, 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 Charities Act 2011. The financial statements have been prepared under the historical cost convention. ## **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. Subscription income is recognised on receipt. Sponsorship income is recognised in the year that the sponsored event took place. Educational conference fees are recognised at the point the conference took place. ## **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. ## **Taxation** The charity is exempt from tax on its charitable activities. ## **Fund accounting** Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the trustees. 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. ## **Foreign currencies** Assets and liabilities in foreign currencies are translated into sterling at the rates of exchange ruling at the balance sheet date. Transactions in foreign currencies are translated into sterling at the rate of exchange ruling at the date of transaction. Exchange differences are taken into account in arriving at the operating result. ## **Going concern** The charity has prepared these accounts on a going concern basis, however there are material uncertainties in respect of COVID-19 and the trustees have taken into consideration the existing and potential effects of coronavirus on the activities of the charity in the future. continued... Page 7 **EUROPEAN SURVEY RESEARCH ASSOCIATION** **NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 DECEMBER 2021** ## **2. TRUSTEES' REMUNERATION AND BENEFITS** There were no trustees' remuneration or other benefits for the year ended 31 December 2021 nor for the year ended 31 December 2020. ## **Trustees' expenses** There were no trustees' expenses paid for the year ended 31 December 2021 nor for the year ended 31 December 2020. ## **3. COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES** |**INCOME AND ENDOWMENTS FROM**
Donations and legacies
**EXPENDITURE ON**
**Charitable activities**
Charitable activity
**NET INCOME/(EXPENDITURE)**
**RECONCILIATION OF FUNDS**
**Total funds brought forward**
**TOTAL FUNDS CARRIED FORWARD**
**4.**
**DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR**
Other debtors
**5.**
**ACCRUALS AND DEFERRED INCOME**
Accruals and deferred income|Unrestricted
fund
£
458
25,313
(24,855)
267,380
242,525
2021
2020
£
£
14,122
14,234
2021
2020
£
£
2,400
5,000| |---|---| continued... Page 8 **EUROPEAN SURVEY RESEARCH ASSOCIATION** ## **NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 DECEMBER 2021** ## **6. MOVEMENT IN FUNDS** |At 1/1/21
£
**Unrestricted funds**
General fund
242,525
**TOTAL FUNDS**
242,525
Net movement in funds, included in the above are as follows:
Incoming
resources
£
**Unrestricted funds**
General fund
46,799
**TOTAL FUNDS**
46,799
**Comparatives for movement in funds**
At 1/1/20
£
**Unrestricted funds**
General fund
267,380
**TOTAL FUNDS**
267,380
Comparative net movement in funds, included in the above are as follows:
Incoming
resources
£
**Unrestricted funds**
General fund
458
**TOTAL FUNDS**
458|Net
movement
At
in funds
31/12/21
£
£
254
242,779
254
242,779
Resources
Movement
expended
in funds
£
£
(46,545)
254
(46,545)
254
Net
movement
At
in funds
31/12/20
£
£
(24,855)
242,525
(24,855)
242,525
Resources
Movement
expended
in funds
£
£
(25,313)
(24,855)
(25,313)
(24,855)| |---|---| continued... Page 9 **EUROPEAN SURVEY RESEARCH ASSOCIATION** **NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 DECEMBER 2021** ## **7. RELATED PARTY DISCLOSURES** There were no related party transactions for the year ended 31 December 2021. Page 10 **REGISTERED CHARITY NUMBER: 1150506** ## **REPORT OF THE TRUSTEES AND** ## **UNAUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2021** ## **FOR** ## **EUROPEAN SURVEY RESEARCH ASSOCIATION** Chariot House Limited Chartered Accountants 44 Grand Parade Brighton East Sussex BN2 9QA **EUROPEAN SURVEY RESEARCH ASSOCIATION** **CONTENTS OF THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2021** |||**Page**|| |---|---|---|---| |**Report of the Trustees**|1|to|3| |**Independent Examiner's Report**||4|| |**Statement of Financial Activities**||5|| |**Balance Sheet**||6|| |**Notes to the Financial Statements**|7|to|10| **EUROPEAN SURVEY RESEARCH ASSOCIATION** **REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 DECEMBER 2021** The trustees present their report with the financial statements of the charity for the year ended 31 December 2021. 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** ## **Objectives and aims** The advancement of education for the public benefit in the subject of survey research in particular but not exclusively by holding conferences, producing journals and other educational materials and by such other means as the trustees may determine. The journal is edited by Ulrich Kohler of the University of Potsdam, Germany. The editor is supported by a multi-national panel of Associate Editors: https://ojs.ub.uni-konstanz.de/srm/about/editorialTeam ESRA's peer-reviewed journal aims to be a high quality scientific publication that will be of interest to researchers in all disciplines involved in the design, implementation and analysis of surveys. The URL of the journal is: https://ojs.ub.uni-konstanz.de/srm/ ESRA organises an international conference every two years. The last conference was held in 2021, as an online event due to the COVID-19 pandemic. (https://www.europeansurveyresearch.org/conferences/ESRA2021). The conference was held over four days, with c.350 attendees registered. ESRA also contributes to the organisation of smaller-scale conferences in years when its biennial conference does not take place. ESRA also run an online mailing list - ESRAnet. This is an email discussion list where members can connect with colleagues to seek advice, share experiences and get the latest news about survey research in Europe. All ESRA members are automatically subscribed to ESRAnet on joining the association. ## **ACHIEVEMENT AND PERFORMANCE** ## **Charitable activities** During 2021 ESRA have published 3 standard issues of the journal Survey Research Methods, containing 18 high-quality, peer-reviewed articles. As well as this, the biennial conference was held, as an online event due to the COVID-19 pandemic. (https://www.europeansurveyresearch.org/conferences/ESRA2021). The conference was held over four days, with c.350 attendees registered. ESRAnet continues to be a valuable source of information and support for ESRA members. ## **FINANCIAL REVIEW** ## **Principal funding sources** The principal sources of funding during years when there is no conference is the annual membership fee. During years when there is a conference, the principal sources of funding are membership fees, registration fees and sponsorship. ## **Reserves policy** The trustees are committed to maintaining reserves that will cover at least one year's operating costs as well as covering potential cashflow requirements during years where there is a conference. At 31st December 2021, the charity held £242,779 in reserves which is in line with the reserves policy as it can cover at least one year's operating costs. Page 1 **EUROPEAN SURVEY RESEARCH ASSOCIATION** ## **REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 DECEMBER 2021** ## **STRUCTURE, GOVERNANCE AND MANAGEMENT** ## **Governing document** The charity is controlled by its governing document, a constitution, and constitutes an association. ## **Recruitment and appointment of new trustees** Trustees are appointed by the president, taking into account their skills and expertise. ## **Organisational structure** Charity is managed by a Committee and reports to a General Assembly of the members of the Association. ## **REFERENCE AND ADMINISTRATIVE DETAILS Registered Charity number** 1150506 ## **Principal address** University of Southampton Southampton Hampshire SO17 1BJ ## **Trustees** G Durrant (resigned 9/7/2021) DR C Roberts (resigned 9/7/2021) Dr T Yan Dr A Scherpenzeel (resigned 9/7/2021) Dr U Kohler Dr S Eckman (resigned 9/7/2021) Dr V Lomazzi Dr K Thomas (resigned 7/5/2021) Dr T Smith S Steinmetz Dr V Toepoel Dr E Gilbert Dr A Kirchner Dr M Haan Dr S Douhou Dr A Gaia (appointed 9/7/2021) Dr O Mazlovskaya (appointed 9/7/2021) Dr D Seddig (appointed 9/7/2021) Dr M Bergmann (appointed 9/7/2021) Dr A Wenz (appointed 9/7/2021) Professor R Fitzgerald (appointed 9/7/2021) ## **Independent Examiner** Leanne Leverington ACA Institute of Chartered Accountants in England and Wales Chariot House Limited Chartered Accountants 44 Grand Parade Brighton East Sussex BN2 9QA ## **COMMENCEMENT OF ACTIVITIES** The charity commenced its charitable activities on 2nd November 2012. Page 2 **EUROPEAN SURVEY RESEARCH ASSOCIATION** ## **REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 DECEMBER 2021** Approved by order of the board of trustees on ............................................. and signed on its behalf by: ........................................................................ Dr E Gilbert - Trustee Page 3 **INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF EUROPEAN SURVEY RESEARCH ASSOCIATION** ## **Independent examiner's report to the trustees of European Survey Research Association** I report to the charity trustees on my examination of the accounts of European Survey Research Association (the Trust) for the year ended 31 December 2021. ## **Responsibilities and basis of report** As the charity trustees of the Trust you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 ('the Act'). I report in respect of my examination of the Trust's accounts carried out under section 145 of the Act and in carrying out my examination I have followed all applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. ## **Independent examiner's statement** I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect: 1. accounting records were not kept in respect of the Trust as required by section 130 of the Act; or 2. the accounts do not accord with those records; or 3. the accounts do not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 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. 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. Leanne Leverington ACA Institute of Chartered Accountants in England and Wales Chariot House Limited Chartered Accountants 44 Grand Parade Brighton East Sussex BN2 9QA Date: ............................................. Page 4 **EUROPEAN SURVEY RESEARCH ASSOCIATION** ## **STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 DECEMBER 2021** |2021
Unrestricted
fund
Notes
£
**INCOME AND ENDOWMENTS FROM**
Donations and legacies
10,532
**Charitable activities**
Charitable activity
36,267
**Total**
46,799
**EXPENDITURE ON**
**Charitable activities**
Charitable activity
46,545
**NET INCOME/(EXPENDITURE)**
254
**RECONCILIATION OF FUNDS**
**Total funds brought forward**
242,525
**TOTAL FUNDS CARRIED FORWARD**
242,779|2020
Total
funds
£
458
-
458
25,313
(24,855)
267,380
242,525| |---|---| The notes form part of these financial statements Page 5 **EUROPEAN SURVEY RESEARCH ASSOCIATION** ## **BALANCE SHEET 31 DECEMBER 2021** |2021
Unrestricted
fund
Notes
£
**CURRENT ASSETS**
Debtors
4
14,122
Cash at bank
231,057
245,179
**NET CURRENT ASSETS**
245,179
**TOTAL ASSETS LESS CURRENT**
**LIABILITIES**
245,179
**ACCRUALS AND DEFERRED INCOME**
5
(2,400)
**NET ASSETS**
242,779
**FUNDS**
6
Unrestricted funds
242,779
**TOTAL FUNDS**
242,779|2020
Total
funds
£
14,234
233,291
247,525
247,525
247,525
(5,000)
242,525
242,525
242,525| |---|---| The financial statements were approved by the Board of Trustees and authorised for issue on ............................................. and were signed on its behalf by: ............................................. E Gilbert - Trustee The notes form part of these financial statements Page 6 **EUROPEAN SURVEY RESEARCH ASSOCIATION** **NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2021** ## **1. ACCOUNTING POLICIES** ## **Basis of preparing the financial statements** The financial statements of the charity, 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 Charities Act 2011. The financial statements have been prepared under the historical cost convention. ## **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. Subscription income is recognised on receipt. Sponsorship income is recognised in the year that the sponsored event took place. Educational conference fees are recognised at the point the conference took place. ## **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. ## **Taxation** The charity is exempt from tax on its charitable activities. ## **Fund accounting** Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the trustees. 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. ## **Foreign currencies** Assets and liabilities in foreign currencies are translated into sterling at the rates of exchange ruling at the balance sheet date. Transactions in foreign currencies are translated into sterling at the rate of exchange ruling at the date of transaction. Exchange differences are taken into account in arriving at the operating result. ## **Going concern** The charity has prepared these accounts on a going concern basis, however there are material uncertainties in respect of COVID-19 and the trustees have taken into consideration the existing and potential effects of coronavirus on the activities of the charity in the future. continued... Page 7 **EUROPEAN SURVEY RESEARCH ASSOCIATION** **NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 DECEMBER 2021** ## **2. TRUSTEES' REMUNERATION AND BENEFITS** There were no trustees' remuneration or other benefits for the year ended 31 December 2021 nor for the year ended 31 December 2020. ## **Trustees' expenses** There were no trustees' expenses paid for the year ended 31 December 2021 nor for the year ended 31 December 2020. ## **3. COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES** |**INCOME AND ENDOWMENTS FROM**
Donations and legacies
**EXPENDITURE ON**
**Charitable activities**
Charitable activity
**NET INCOME/(EXPENDITURE)**
**RECONCILIATION OF FUNDS**
**Total funds brought forward**
**TOTAL FUNDS CARRIED FORWARD**
**4.**
**DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR**
Other debtors
**5.**
**ACCRUALS AND DEFERRED INCOME**
Accruals and deferred income|Unrestricted
fund
£
458
25,313
(24,855)
267,380
242,525
2021
2020
£
£
14,122
14,234
2021
2020
£
£
2,400
5,000| |---|---| continued... Page 8 **EUROPEAN SURVEY RESEARCH ASSOCIATION** ## **NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 DECEMBER 2021** ## **6. MOVEMENT IN FUNDS** |At 1/1/21
£
**Unrestricted funds**
General fund
242,525
**TOTAL FUNDS**
242,525
Net movement in funds, included in the above are as follows:
Incoming
resources
£
**Unrestricted funds**
General fund
46,799
**TOTAL FUNDS**
46,799
**Comparatives for movement in funds**
At 1/1/20
£
**Unrestricted funds**
General fund
267,380
**TOTAL FUNDS**
267,380
Comparative net movement in funds, included in the above are as follows:
Incoming
resources
£
**Unrestricted funds**
General fund
458
**TOTAL FUNDS**
458|Net
movement
At
in funds
31/12/21
£
£
254
242,779
254
242,779
Resources
Movement
expended
in funds
£
£
(46,545)
254
(46,545)
254
Net
movement
At
in funds
31/12/20
£
£
(24,855)
242,525
(24,855)
242,525
Resources
Movement
expended
in funds
£
£
(25,313)
(24,855)
(25,313)
(24,855)| |---|---| continued... Page 9 **EUROPEAN SURVEY RESEARCH ASSOCIATION** **NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 DECEMBER 2021** ## **7. RELATED PARTY DISCLOSURES** There were no related party transactions for the year ended 31 December 2021. Page 10