Surrey Minority Ethnic Forum LTD
2022 Report and Financial Statements
Company Registration No. 8350097 Registered Charity No. 1153956
for the year ending the 31st March 2022
Cover
Surrey Minority Ethnic Forum
CONTENTS OF THE FINANCIAL STATEMENTS
| CONTENTS OF THE FINANCIAL STATEMENTS | |
|---|---|
| for the year ending the 31st March 2022 | |
| Page | |
| Trustee's Report | 1-3 |
| Statement of Director's/Trustee's Responsibilities | 4 |
| Independent Examiner's Report | 5 |
| Statement of Financial Activities | 6 |
| Balance Sheet | 7 |
| Notes to the Financial Statements | 8-11 |
Contents Page
Surrey Minority Ethnic Forum
ANNUAL REPORT OF THE TRUSTEES
for the year ending the 31st March 2022
Reference and Administration Details Name of Charity Surrey Minority Ethnic Forum Ltd Charity registration number 1153956 Date Registered 25th September 2013 Company Registration No. 8350097 Date registered: 7th January 2013
Principal Address Astolat Coniers Way, New Inn Lane Burpham Guildford Surrey GU4 7HL
Names of Trustees/ Directors
Neelam Devesher DL Chair Rajendra Chhetri Ajibha Judi Linney MBE Elizabeth Tinsley Treasurer Meeta Joshi Anita Ho Hayet Shahrezaey David Munro Professor Aftab Ala Appointed 14 June 2022
Independent Examiner The Accounting Crew Limited
This annual report is prepared to meet the requirements of the directors’ report and accounts as required by company law.
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Surrey Minority Ethnic Forum
ANNUAL REPORT OF THE TRUSTEES (cont'd)
Objectives and Activities
The charity’s objects’ (‘Objects’) are specifically restricted to the following:
To promote social inclusion for the public benefit by working with people in Surrey and the surrounding areas who are socially excluded on the grounds of being members of the minority ethnic communities and relieve the needs of such people and assist them to integrate into society, in particular by: Providing assistance to ethnic minority community and voluntary groups, acting as a forum for such groups, and making representations concerning minority ethnic communities to local authorities and service providers.
The Trustees are confident that the charity’s intent and its performance clearly demonstrate that SMEF provides a public benefit.
Achievements and Performance: Chairs Report
For the year ending March 2022 Surrey Minority Ethnic Forum (SMEF) has continued to serve, support, and represent Surrey’s black and minoritised ethnic population. Despite the disruption caused by Covid 19 our 48 member groups of diverse ethnicities have engaged enthusiastically with our programme of activities. We have had an eventful year delivering 13 projects that have made a positive impact on people’s lives. As a Race Equality charity our focus is on addressing inequity and its impacts on the quality of life of our populations, we strive to increase social mobility for Surrey’s 17% ethnic minority demographic.
The SMEF programme in the past year has focused on four themes.
Planning and governance, our staff and Trustees worked on a Strategic Plan mapping out the future direction of SMEF. Capacity building our 48 member groups enabling them to develop their own neighborhood organisations. Direct delivery of 6 projects that offered our communities opportunities to upskill, integrate and build their capability to volunteer and apply for jobs. Alongside projects that address social issues, Domestic abuse, and Community safety. Cementing partnerships with strategic alliances with Public Health, Surrey Heartlands ICS, the Independent Mental Health Network, Surrey County Council, and the Office of the Police & Crime Commissioner.
Our flagship integration project Many Hands funded by the National Lottery in its second year empowered 45 women to upskill and grow in confidence. Our Identity and Belonging sessions delivered to local schools enabled 940 children to reflect on the diversity in their classrooms giving them confidence in their personal and communal identities. 244 people attended our Peoples assemblies on Covid, Cardiovascular disease and Climate change raising awareness on topical issues.
Our Active Communities project funded by the Office of the Police & Crime Commissioner in its 5th year delivered sessions on Domestic Abuse, Harmful traditional practices, Drug and alcohol abuse, Internet safety for parents and Child sexual exploitation awareness. Sessions on Hate Crime were delivered to schools. A total of 215 people attended these sessions.
I am the chair of Surrey Police Hate Crime Scrutiny Panel. This Panel has supported both Surrey Police and communities with high levels of hate crime incidents, by helping to develop a shared understanding between police and communities on how better to address issues of hate crime in the county.
Our Trust project funded by the Ministry of Justice supported 59 women and 114 children to transition out of complex abusive situations. The bespoke service enabled us to support women in a culturally specific way negotiating Islamic and UK divorces, making women aware of their rights and what is not acceptable in UK cultural norms. All this together with an extraordinary amount of individually tailored handholding and face to face support enabled women to successfully manage the conflict in their lives and map out positive futures for their families.
Our Muslim Women & Girls project ran activities for 45 women and 40 girls to improve their physical, emotional, and mental wellbeing. Helped their self-confidence, reduced isolation, and loneliness, made them aware of different health, environmental and social issues, making for stronger communities and supporting family life.
We worked with partners in Public Health and Surrey Heartlands Integrated Care Services to deliver a preventative Health programme, addressing vaccine hesitancy, mental health awareness and cardiovascular disease. 288 people took part in our Zoom Covid conversations and 584 people got vaccinated, 52 people participated in our mental wellbeing awareness sessions. 101 people took part in our regular virtual exercise sessions, addressing obesity and related health issues. We took part in the Community Participatory Action Research Project funded by Health Education England. Staff were trained and 3 community research projects were undertaken on the challenges for ethnic minority communities to access services, maternity experience, and challenges of access for cardiovascular care.
SMEF in partnership with Surrey Coalition of Disabled People and the Independent Mental Health Network has embarked on a 3-year project to include the voice of black and minoritised ethnic communities with lived experience of mental health to engage with service providers to shape services. 20 volunteers and 4 Faith Leaders are actively engaged with the project.
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Our Faith Links project delivered a full programme of interfaith activities ranging from a poignant virtual conferences on Care, Dignity, Grief, and Faith in the time of COVID 19. A symposium on Climate change, Interfaith Cricket, and many conversations bringing people of all Faiths and none together to raise awareness on their individual practices and commonalities.
Our minoritised ethnic stakeholder reference group (MESRG) project is aimed at helping Surrey County Council and system partners re-shape delivery of services and design policies in line with the needs and aspirations of Surrey 17% ethnic population. The project successfully recruited 16 active community and faith leaders and delivered a series of 12 consultations. Direct payments survey in collaboration with the Surrey Coalition of Disabled People based on coproduction delivery strategy was carried out as part of the project. 15 strategic forum meetings comprising of Surrey County Council, system partners, faith groups and third sector to ensure robust representation of ethnic communities were held. 2 education and training sessions were conducted to help improve understanding of local government systems and procedures among project volunteers. Separate training was organised for the volunteer group to improve working knowledge of IT systems and how best to engage with Surrey County Council online services.
Our Member and Capacity Building Project enabled 29 groups to raise funds for their individual organisations £48,478 was raised. Eighty- five Household Support Grants of £200 were distributed to vulnerable families, referrals were made by our member groups.
I am immensely proud that SMEF has directly impacted the lives of 2,711 ethnic minority people. Our ambition for the coming year is to increase our circle of influence whilst continuing to provide bespoke services to our communities.
SMEF in becoming a key partner in the county, and is influencing system partners to improve their service access so issues facing diverse communities are better addressed. This is helping to empower minority ethnic communities and increase their confidence and sense of well-being as residents of the county
I would like to take this opportunity to thank our Members, my Fellow Trustees, Staff and volunteers for their continued dedication and commitment to SMEF’s work. I would also like to thank our supporters, donors, funders for their support during the year and I look forward to reiterating the message of Race Equality to all Surrey stakeholders.
Date: 30/01/2023
Neelam Devesher DL
Chair
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Surrey Minority Ethnic Forum
ANNUAL REPORT OF THE TRUSTEES (cont'd)
Financial review
The past year saw a continued scale up in activity for SMEF, with the lifting of restrictions allowing all programmes to resume in full during the year, we have investment from both our existing and new funders and now have a range of longer term grants which secures SMEF's sustainability in the medium term.
We continue to hold significant cash balances as our funders largely provide cash in advance of need. Debtors; which are people who owe us money or services is £124,332 this year as several funders were invoiced at the end of March for programmes starting in April. Creditors: people to whom we owe money is higher than last year due to some large bills being received in the last weeks of the year, and Deferred income (money received in advance for programmes which have not started yet) being higher than the previous year. Both these figures are representative of the increase in overall income that we have experienced.
Reserves are needed to bridge the gap between the spending and receiving of income to cover unplanned expenditure, and also to provide opportunities for investment in new activities. Our reserves policy gives the ideal range for reserves of between 3 and 12 months operating costs. As at the end of March 2022 this range was £102k-£408k based on the year's performance and so the closing balance of £462k is slightly above this, but is in line with the following years forecast expenditure and so the Trustees expect this will decrease as funds are use this in delivery during the following year.
The principal uncertainties for the continued operation of SMEF are the lack of consistent unrestricted income sources and long term funding security with most grants being given over 1- 3 years.
Structure, Governance and Management
The Charity is constituted as a Company limited by Guarantee and is therefore governed by its Memorandum & Articles of Association. The Directors of the Company are also Trustees of the Charity.
Eligibility for membership of the Charity and membership of the Board of Trustees is governed by the Memorandum & Articles of Association.
There are no restrictions on the operation of the Charity or on its investment powers, other than those imposed by general Charity law.
Trustees are appointed in consultation with the members of SMEF, and given a formal induction by the Chair of the Board.
Statement of responsibilities of the Trustees
The Charities and the Companies Acts require the Board of Trustees to prepare financial statements for each financial year which give a true and fair view of the state of affairs of the charity as at the end of the financial year and of the surplus or deficit of the charity. In preparing those financial statements the Board is required to:-
-
select suitable accounting policies and then apply them consistently;
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observe the methods and principles in the Charity SORP;
-
make judgements and estimates that are reasonable and prudent;
· prepare the financial statements on the going concern basis unless it is inappropriate to presume that the charitable company will not continue on that basis.
The Trustees are responsible for maintaining proper accounting records which disclose with reasonable accuracy at any time the financial position of the charitable company and to enable them to ensure that the financial statements comply with both charity and company law. They are also responsible for safeguarding the assets of the charitable company and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.
The Trustees are also responsible for the contents of the Trustees’ report, and the responsibility of the independent examiner in relations to the Trustees’ report is limited to examining the report and ensuring that, on the face of the report, there are no inconsistencies with the figures disclosed in the financial statements.
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Surrey Minority Ethnic Forum
Independent Examiner’s Report to the Trustees of Surrey Minority Ethnic Forum
I report on the accounts of the company for the year ended 31st March 2022, which are set out on pages 6 to 11.
Respective responsibilities of trustees and examiner
The charity’s trustees (who are also the directors of the company for the purposes of company law) are responsible for the preparation of the financial statements. The trustees consider that an audit is not required for this year under section 144(2) of the Charities Act 2011 (the 2011 Act) and that an independent examination is needed. The charity’s gross income did not exceed £1 million; and the trustees elected that the financial statements be subject to an independent examination. I am qualified to undertake the examination by being a qualified member and member in practice of the Association of Accounting Technicians.
Having satisfied myself that the charity is not subject to audit under company law and is eligible for independent examination, it is my responsibility to:
a) examine the accounts under section 145 of the 2011 Act; b) to follow the procedures laid down in the general Directions given by the Charity Commission under section 145(5)(b) of the 2011; and
c) to state whether particular matters have come to my attention.
Basis of Independent Examiner’s report
My examination was carried out in accordance with the general directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from you as trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit and consequently no opinion is given as to whether the accounts present a ‘true and fair view’, and the report is limited to those matters set out in the statement below.
Independent Examiner’s Statement
In connection with my examination, no matter has come to my attention:
a) which give me reasonable cause to believe that in any material respect the requirements (i) to keep accounting records in accordance with section 386 of the Companies Act 2006; and (ii) to prepare accounts which accord with the accounting records, comply with the accounting requirements of section 396 of the Companies Act 2006 and with the methods and principles of the Statement of Recommended Practice Accounting and Reporting by Charities have not been met, or b) to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.
(ii) to prepare accounts which accord with the accounting records, comply with the accounting requirements of section 396 of the Companies Act 2006 and with the methods and principles of the Statement of Recommended Practice Accounting and Reporting by Charities have not been met, or
The Accounting Crew
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Surrey Minority Ethnic Forum
Statement of Financial Activities for the year ending the 31st March 2022 including the Income and Expenditure account
| Notes Unrestricted Funds £ Income from: Charitable activities 93,006 Donations 231 Total 93,237 Expenditure on: Charitable Activities Community engagement and events 2 31,075 Total 31,075 Net Income/( Expenditure) 62,162 Total Funds brought forward at the 1st April 35,455 Total Funds carried forward at the 31st March 5 97,617 |
Restricted Funds £ 2022 Total £ 605,200 698,206 - 231 605,200 698,437 376,584 407,659 376,584 407,659 228,616 290,778 135,489 170,944 364,105 461,722 |
Unrestricted Funds £ 28,999 10,597 39,596 11,476 11,476 28,121 7,335 35,455 |
Restricted Funds £ 2021 Total £ 297,190 326,189 - 10,597 |
|---|---|---|---|
| 297,190 336,786 |
|||
| 195,676 207,151 |
|||
| 195,676 207,151 |
|||
| 101,514 129,635 33,975 41,310 |
|||
| 135,489 170,944 |
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Surrey Minority Ethnic Forum
| Balance Sheet at 31st March 2022 Current Assets Notes 2022 £ Debtors 6 124,332 Cash at bank and in hand 513,825 638,157 Liabilities Creditors: Amounts falling due within one year 7 176,434 Creditors: Amounts held on behalf of members 11 - Net Current assets 461,722 Total Assets less Current Liabilities 461,722 Total Net Assets 461,722 The funds of the charity: Unrestricted Funds 97,617 Restricted Funds 364,105 Total Funds 5 461,722 |
2021 £ - 231,378 231,378 51,434 9,000 170,944 |
|---|---|
| 170,944 | |
| 170,944 | |
| 35,455 135,489 |
|
| 170,944 |
The directors are satisfied that for the financial year ended 31[st] March 2022 the charitable company was entitled to exemption from the requirement to obtain an audit under section 477 of the Companies Act 2006. The members have not required the company to obtain an audit in accordance with section 476 of the Companies Act 2006 and under section 144 of the Charities Act 2011.
Under section 145 of the Charities Act 2011 the accounts have been examined by an independent examiner, whose report appears on page 5.
The director’s acknowledge their responsibility for complying with the requirements of the Companies Act 2006 with respect of accounting records and for the preparation of accounts.
The financial statements have been prepared in accordance with the special provisions of Part 15 of the Companies Act 2006 relating to small charitable companies and with the Financial Reporting Standard for Smaller Entities (effective April 2008, revised July 2014).
The financial statements were approved by the Board of Trustees on 30 Jan 2023 and were signed on its behalf by:
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…………………………… …………………………. Elizabeth Tinsley Date: 30/01/2023
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Notes to the Financial Statements for the year ending the 31st March 2022
1. Accounting Policies
Basis of Preparation
The financial statements have been prepared in accordance with the Financial Reporting Standard for Smaller Entities (FRSSE), effective April 2008, revised July 2014, and all other applicable accounting standards, as modified by the Statement of Recommended Practice for Accounting and Reporting issued by the Charity Commissioners for England & Wales (revised July 2014). The accounts have been prepared in accordance with the provisions of the Charity (Accounts and Reports) Regulations 2008 and the Companies Act 2006.
Cash flow exemption
Exemption has been taken from preparing a cash flow statement on the grounds that the Charity qualifies as a small company.
Fund Accounting
Restricted Funds is money received which has been earmarked for a specific purpose by the donor or which has been raised by the charity for particular purposes. This includes both specific costs of delivering the work, and a proportion of the overheads costs, which are general administration and office management expenses related to the charity as a whole.
Unrestricted Funds is money available for any purpose agree by the trustees within the general objectives of the charity and which have not been designated for any other purpose.
Income
All incoming resources are included in the Statement of Financial Activities where the Charity is entitled to the income and the amount can be quantified with reasonable accuracy.
Expenditure
All expenditure is accounted for on an accruals basis; which means the date the expense relates to, rather than when the payment was made.
Measurement of Financial Assets & Liabilities
All debtors, creditors and financial instruments are measured at amortised cost; which means, the original value less any amounts paid.
Pension
SMEF operates an autoenrolment pension scheme with Nest. This benefit is extended to all employees who wish to join. The scheme commenced during 2017/18 in line with our staging date.
Taxation
The charity does not incur any corporation tax on its charitable activities.
VAT
The charity does not have any income subject to VAT.
Reserves policy
Unrestricted reserves are regularly reviewed by the trustees to ensure they are sufficient to meet existing commitments and cover any expenses already committed or in the event that the Charity is wound up.
2.Analysis of expenditure on charitable activities
| 2.Analysis of expenditure on charitable activities Direct expenditure (note 3) Support costs (office and admin costs) Governance (note 4) Community engagement and events |
Unrestricted Restricted 2022 Total 2021 Total 17,053 348,448 365,501 170,936 12,184 28,136 40,320 35,843 1,838 - 1,838 373 31,075 376,584 407,659 207,151 |
|---|---|
Of the total expenditure in 2020/21 £195,676 was restricted funds and £11,476 was unrestricted funds
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Surrey Minority Ethnic Forum
Notes to the Financial Statements for the year ending the 31st March 2022
| 3. Analysis of direct expenditure Staff costs (note 8) Facilitators fees/expenses Meeting costs Grants Other |
2022 2021 Unrestricted Restricted Total Total 14,067 307,585 321,652 165,556 - 318 318 283 2,985 17,130 20,115 2,472 - 23,415 - 2,550 - - - 75 |
|---|---|
| 17,053 348,448 342,086 170,936 |
4. Governance costs
| Staff costs Independent Examiner’s Report Annual return |
2022 2021 1,465 - 360 360 13 13 1,838 373 |
|---|---|
5. Funds
These represent specific grants from supporters towards various programmes undertaken by Surrey Minority Ethnic Forum. The amounts carried forward
| Unrestricted Funds Restricted Funds Office of the Police & Crime Commissioner for Surrey - Active Communities Project Community Foundation - Being Ourselves Community Foundation - Capacity Building UK Community Foundations - BAME Infrastructure Fund Mixed Funding - Corona Virus Support Fund Mixed Funding - Health & Race The National Lottery - Many Hands Independent Mental Health Network - Mental Health Survey Community Foundation - Telephone Befriending Surrey County Council - Household Support Health Education England - Community Participatory Action Research Project Office of the Police & Crime Commissioner for Surrey - SMEF Trust Project Surrey County Council - Surrey Faith Links Total Funds |
Balance 1.4.2021 £ Income £ Expenditure £ Balance 31.3.2022 £ 35,455 93,237 31,075 97,617 |
|---|---|
18,953 28,712 13,664 34,001 952 24,000 24,000 952 - 9,431 5,875 3,556 - 80,500 13,936 66,564 3,869 4,655 8,524 - 41,510 143,950 67,764 117,696 66,646 128,589 134,869 60,366 3,079 37,400 18,473 22,006 480 - 480 - - 20,000 20,000 - - 41,606 4,464 37,142 - 50,482 33,656 16,826 - 35,875 30,881 4,995 |
|
| 135,489 605,200 376,584 364,105 |
|
| 382,617 698,437 407,659 461,722 |
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Comparative information for the movement in funds in the previous year is as follows:
| Unrestricted Funds Restricted Funds Office of the Police & Crime Commissioner for Surrey - Active Communities Project Community Foundation - Being Ourselves Community Foundation - Capacity Building UK Youth Fund - Milan Girl's Group Tampon Tax - Women of Surrey UK Community Foundations - BAME Infrastructure Fund Office of the Police & Crime Commissioner for Surrey - Corona Virus Support Fund Mixed Funding - Health & Race The National Lottery - Many Hands Independent Mental Health Network - Mental Health Survey MoJ - Telephone Befriending Community Foundation - Telephone Befriending Total Funds |
Balance 1.4.2020 £ Income £ Expenditure £ Balance 31.3.2021 £ 7,335 39,596 11,476 35,455 |
|---|---|
12,080 25,888 19,015 18,953 952 - - 952 7,425 2,000 9,425 - 4,613 - 4,613 - 8,905 - 8,905 - - 18,523 18,523 - - 8,090 4,221 3,869 - 60,324 18,814 41,510 - 161,127 94,481 66,646 - 3,800 721 3,079 - 9,894 9,894 - - 4,994 4,514 480 |
|
| 33,975 297,190 195,676 135,489 |
|
| 40,310 336,786 207,151 170,944 |
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Surrey Minority Ethnic Forum
Notes to the Financial Statements for the year ending the 31st March 2022
6. Debtors
| Debtors 7. Creditors - amounts falling due within one year Deferred Income Creditors Accruals 8. Staff costs Salaries Employers Pension Employers NI The average Head count in the year No employees received emoluments of more than £60,000 9. Trustee remuneration Reimbursement of trustee travel costs (2022: 2 people) |
2022 2021 124,324 - |
|
|---|---|---|
124,324 - |
||
| 2022 2021 165,432 49,369 10,651 1,705 360 360 176,443 51,434 |
||
| 2022 2021 274,732 148,321 13,508 6,936 19,276 10,299 307,515 165,556 |
||
| 15.9 8.4 2022 2021 185 - |
||
| 185 - |
10. Related party declaration and conflict of interest
One Trustee has a family member who holds a staff position. They had no part in the recruitment process and do not take part in decisions affecting that employee's project, pay or position.
11. Amounts held on behalf of members
SMEF supports its members in many ways, one of which has been holding cash on behalf of members who do not have a designated bank account for their group, allowing them to access funding from donors they would otherwise not be eligible for.
| Camberley Nepali Society GoRendang CIC |
2022 2021 - 5,000 - 4,000 - 9,000 |
|---|---|
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