s IAL MCBILITY SNESS PAR TNEWP Tru¥t•••' •nnul r•port Iln¢ludlThJ DlwB¢torn' r•prxt) forth? p•rlod Fn)m: 1bT Januwy 2021 to 31s1 OKember 2021 Charlty n•m•'. Soa"al MOlty P8rtnersNp Ch•rlty r•qlstralon numb•T: 1174309 Comp•ny numb•r. CE010 Obl•¢t15 and a¢tlvltb•• SORP relerence Sumary of the the charty 85 S•t tts dlnt Para 1.17 The obiwAs of SMBP to advance the eduralkm d young peo Irorn income backgrounds in pwbculwr bul nol exclusively by". (•) wovldlng and IK4i18kng C¥ty¥bjn1os lor them lo obtain experien W1 ¢Yganwkn8 Ivth¥ig ITh or tkn th• prolessxo of18w and accounnCY, arKI su¢h profess9 an¢J fields as Trusioes Iheir absdulg ¢Ji6uetion so• fit. Ibl •Ir0 and assisdng thern io athlev8 Ihe nece55ary qUahfiC4s aTrJ lo enter and prrNaress in careers in sh professvjns ond fiehjs. Sumary ofthe rn8in acb'vtbes relatson 10 te pwp05es for the putrAK tenefit.in partwlar. the prr4ects or seMce5 Klentrfd in the accounts. Para 1.17 and 1.19 A volunteer4•1 thailty. SMBP 15 collatoralk)n ol over 140 MMclaI yani5aiKffjs, prof956)nal 88ryic8s finns 8ThJ professlonal SrtS teams ryking to delwer Work Irtsight and s.11$ weeks across fiftn Irms ond cils in Ihe UK.
Ihe SMBP P3rts)ews are rnitted lo supFKJting Year 12 Year 13 students Irom backgrounds in th¥ pursuit of a career in bu5Th55 . Sirv 2014, SM8P ha6 grovm Irom offwing opportunit5 10 20 sludents wi dl. lo over 7( sludent 0$5 the UK 2022. Sttthts benefit IrL¥n spwling a day with fwr drfYernl bu51rs week. leamt thrtyjgh mleractive garnès, and spend the fillh day al a prole5wnal sp)rts dub Ithere Ihey leam abcwt th8 psythokgy of resilienrx. A SMBP Career M6ntoring pr811omi lAa hll .11 mb .or enlonn then supports Ihern th9h their joumey 8 career by pfovidwvJ access 10 8dTr4te on the e81•)n ol Person81 Slornonls. Cvs and c(#npletion ol applKathx forns ané guts1ance to preparo lor Intwwews. In addrfkn 10 the 8fcThnenlb)n8d bSIte 8nd career mentoring SI maintenance. studeni travel 8nd Resilien¢8 Oay co$. Ihe olher main arga of expBndiIU h slaff. £dSY cosls and adff4nistrabon. S¢alenwni (x)nfirrning wheiher the trustees have had regard the guM1ance iuued ty the Chanty CryrwrissKffl wbl P¥8 1.18 The guhlance15sued by thè Charlty Commissw on wblic beneffl has been alaled io Tntsiees and the Twslees have had rngwd to the al au relevanl Iwn8S. ' Y8ar 12 8TrJ Year 13 students in Engthj W*s, Yw 13 aryl Yew 14 sludonts in Northem Irelarxl. S5 aTrJ S6 students in Scoland.
Addltlon•l Infornian (Wlona You rnay thSe ststerne re1 abtyJ¢.' Polw on gTrnt m8kbwJ Para 1.38 SMBP i8 Th)1 a 9rant rnaking tharity Policy on social Investsnent dL•Jg wrJJrdrn relai•d inv851meni Para 1.38 SMBP dcw erva&Je In Inve5trnent ContributKffj mJ8 by vdunte¢r¥ Parn 1.38 SMBP is supwted by over 700 volunteers cross 22 dusters. Kay roles are Clusl Head. Sludeni sc'n9 Lead and R8silwc• Lead. suppmtd by vdunleer¥ Irun all wr partner5 help to ddivef the prcqramme ¢M the day and thaperone 51udenis Iranw¢•tst)n. The C¥1•r Head lakes ove respMbil for prtied rnanaging tho du51er working Clisely ith the Siu¢Jenl Swrting Lead and Resi1nce Leail. They Than•Je mainta* rela¢h)nships all cornmerrA81 part[r5 aTrJ emthee volunteers and affange re9ular meeb'TrJs lo su they are on track lo delwer an iniernC aTra ervJ•2itvJ day lor the sludents and to preveni any dupli£31ion of matenal. Safeguar¢Jkng key to Ihe weNare of sludent5 and Clustef Head5 a 5[sIble lor ensww Ihai au partner5 have C(pIeted and svbmitted a health & Safety assessftnI rylevznl lo th premtses. They 81s0 ensu OBS ¢•rfleS are in Pla fof a lead thaperore kn0 volLthteer5 10 0panY sludenls long train w txath pJuThy5 dum9 Ihe prc¥Jrarnme.
The SILhl8nl Sourrjng Lead is Ih8 main contact for law finns and educabrm parlner5 al wnised 5rJKA)15 and mllege5 and will often VI1 5thIS and cowes to pffjmole the scheme. Their role is to ensure sethed 51udenls fil Ihe cmleria of the prrMJrarnme 8j 11 th (knely wih Ihe bTvkerag8 1 e(luch)n tactS lo ensure this Is adhered lo. They Irk with Ihe chJ$lw head to gnsur8 relevant forms ore c4yr¢)IEled o limety nd regulatory manner. The R8sknKe Le8d with the 5wts.ng partner for eath clusler lo asgst th the defvery ofthe SMBP rllenc? day. h p8rtKipating tsjsiness partner wlhin al of lh0 22 dUSr5 coukl nol wun their SM8P day wth¢yJt the help of the three or rnore empl(ryee5 that voktn188r Iheir1in8 to èsSi5t 4llh the dellvery of th8 day on th81r *¢8. coaches or thJ grP train kjumoys aro arranged by SMBP travel. emF4gyees 81s0 vohjnteer 8$ chapefones to ensu Slud¢nts aty 8ets)mpanied. with ce le8d ctffj8IIng an enh8nced DBS WA Achl•w•ments and P•rf0m1••
Summary of the rnain hwvements of the charity, Jenlifyryng the drfference Ihe thanty's woth has mal? to Ihe arcum51arKes ol inefiLJaries and 8ny %wder nefits lo ety as a whole. Para 1.20 W(¥king wilh Year 12 aThJ Year 13 stale schc Sludents fn)rn Inco backgtOUTTds. Ihe chanty wuks lo Qaden 8r£es5 lo busine55. Ih a Ictus on sfvwcayng how comrneraal tearns seamlessly th their legal aDd finance u)18agues lo deliver bu55 slr8iegy 11 Is the first rogramme In the UK that enat4es students 10 See throe key elernents ol in thLS way. sdents allend a Work Ins3h1 and S11$ Yek. spej1j a day al l0urdrf1enl bu5inesse5 and fifth day al a tWofesOnal srmyts dub whe sttyJ8nts 8t#yJl tha p$yth¢Jogy ol InCe and goal achievernent Models. supMKted by defwery partner Cloartrad P¢rfoThanc•. In total the are 22 db$lws sFYoad &r05s th8 UK, SUPPMing sttyaonls Irom Birmingharn, Blackpwl. Bradford, Bngthion, Bn5. DOWL Glasgow. Leeds. &ealer LcwJon. Manch8518r. N¢Thch, Clth8m, &wih Yorkshir¢ aThl Rea¢Jlng. In 2022. kn kne an 9Cl"n9 cnlIMent to Cf¢8se Ihe Dumber of siudeni plac¢rrftnts a¢yoss the UK. the Scheme ams lo exnd rt5 twrarnme lo Include students from Carrsill. I North Easl and Cambndqe 8nd reinlroduco student placemenis In 8eif8s1 a dWn¥t year to the parern. SM8P ompkjys tsrj lull Imne methrs Iwo parf time rnember5 0151aff 8Th1 B grateful lo tho 7 plus vdunteer5 Wrthin Ihe partPatI busthes5e5. ¢Jellvw COn*nl on SMBP ¢Jays or take reSpslity for central functi$ under the di# of the SMBP lea All Stjets w? atteTh1 Ihe Programme can registef SM8P'5 be5ke Career Mentonno Plaiiorrn. Partiopating studen15 c4n on the experierts of bJwne5s. logal and finance profes5K)n8 frK on wniing irnpactftjl Cvs and 51alemenls. compleiiNd uviver51ty and awlicakn t(5 sn ervng lor an ffji£Thew. As well as guance. Sludenis can opt lo rKoNe Infomiaiw and signposiiThJ lo erTyk)yThent OPPtnIe5 and ecjurtrnent evenls at Pather ¢Nganisatsons.
SMBP Is allocbry a sea change Ihe way eXpenen in the UK is (J81ivered by Ctealing a mc#Jol whth lat the issue of lack tl wewJrce and budgel 10 delJ¥er meaningful M&yer experien$. Ow lull Irnp8cI RepKvt can be found here.. Stud•nts who attend•d th• 2021 Sch•m• and ¢ompldod th• Inw•d Survoy concluded.. 1CKI% 5a¥J they W(rtt the SMBP Prc4Jfanne lo olher sludenls. 9)% carne aw8y Mth relevani experien(8 they can mdudè Cvs and tslk aboul in inlervLews 89% have leaml atvJl PrnCty¢81 things Ihey ean th) lo ensurv Ihal l ach my Cleer gtsals. % slaled that the expenence wll strergthen Iheir pen stsiemenl for unNer5rty. 91% undw518nd ttter how a business operal85 and al Ihey 8re l¢>Jking for In 89% have an und•ndIj ol the qualthcal)ns needed lo studylsw. S8% have an under5tandNvJ ol the quahfical5 088ded 10 Study 8C¢thJTrt8ncy. 93% motivated lo I1r career 94% h8d • t•ttw undefstsnd¥J ol tho drflerenl c8r¢w ¢¥yorbJniUes in tNJsiness. SM8P8 StLMJenl Ex[nce team i8 njn by three alumni students cffj a vclunl8eT basis. Each a response lor drfIenI stages ofa ¥tlen1¥. ¥tment us.. The He•J ol Student EJagenl i8 in L*arge ol all comm$ Ihai gD to $bJden15. It is tal 311 sludenls le prepared ahead of atten¢Jing the SMBP week lo avoid unnecessary student drowJu15. Thi5 indudes 51udent onboardfftg cornrns. the SM8P Sludwi &)p reg151rat process and user guides designed to epare sludenls the week e.g. How to gel m05t oul ol Ihe SMBP Career mw1orig FlaiiLVrn
The Head of Slu¢knt Experience is responsible for the cuTrl)n ol the cornmon oye elements ol a SMBP ek lindtyjing tr Indudion sessi) and irrpacl ¥erKytsThJ They the Jntenl and the wrvey resullg each yeaf lo en$ure rJM9 sitsdenl f8edbaL 15 lacke Into the dehvery ol Iho lojluwing year. The Head ofsitsdenl uml oVeee$ our Va louthpts Mth students once they have cThnplel•a the SMBP week. Thi8 indudes a LlIn Me1 lor stutjenls once they are over 18.-RwJuitrneni Bile5" %thich infon Students of hjnher SMBP partner ¢)pportunilies (in¢&JThJ paKI iniernships gnrj ernploymenl cpprytunili8$1 ond 8 auarterty Newsletter. Addbllonl Infornl•On loptlon•ll You may choose lo IrUde ftjrtmr slatoments rnl•vanl alwt.. hIeMIn wknsl Para 1.41 (see atrfm) Performance of fundrni5¥ "ljeg againsi set Para 1.41 NIA Runnkn9 ¢09ts mei by tsJF4Jate fvrKllng partners InVesent perf0mnCe ainsl ol¥ectiTrMs P8rn 1.41 NIA oth NIA
Flnanclal r•Yl•w Review ol the chty.5 financaal 01 Ihe end ol th• pe Para 1.21 A5 al 31.12.2021, Ihe thanty holds £207.159. in unre51rKted lunds. being Ir cash in bank. Nothing is held in reslricted fvnds The chanty has Th) other fixed or rmly liabihties the tharity h8$ is a £3.589 creditor lo HMRC. which was selued wthin 30 days ol year •nd131.12.20211. The totsl irKI9 the period was £217.877. The tolal expenditure w85 £184.977. Tho reserves of £203,152 amount to 110% 01 Ihe lotsl Year 4 spend and 85% ol the lorecasl spwd in Year S. Wilh healthy cash p)sib¢)n. wo do noi en$998 any woblems in rneeling Ouf expenses as they fall due. Sta¢ernnt exaining the lor hokjing reserves sts¢iry Y they are hdd Para 1.22 We wll ahvays aim to havo £120.000 of lunds in re5eTre. This level w85 chosen as il arrJnIS lo apPXima1Y half of the averag8 annual lunding reqUeMents. AJI Tier 18nd Tier 2 Fund5 have expressed a nbInL110g inlem 10 fwKI 8 minimum ol fwe year5. Shouw lunders cts)ose noi lo fund SMBP beyTrid year S, il wll b8 ablt lo conlinue lo operate lor ai a$1 w Mth$ prwding suffirienl time lo find further Ivnding. The rewves pdicy will be vie )nftu8My 19 lak8 into accounl any changing financial cmimsmee$. Finartes 711 be regvlaity rn110red by the Head of Finance. and should they lall 10 Ihe reseNe level. Th• 8oard will be profflpty nots'fiwj. Arnount ol re5eNes hebj Para 1.22 £203.152 Reasons hobJg zero Parn 1.22 NIA Details of lund materialty defi Parn 1.24 NIA
ExplanalJon of any uncwlalnti98 aty)ul charity continuing as a gng Pard 1.23 The ar8 no uncertainties abovl the tharity's ability lo con18 as a going cceM. ha5 teen 5euJrefJ wver all forecasi expenses ol the 2022 5cherne. 1 rrtn$ and trustees are still on boans. Key PSOnnel remain in place, and our nets¥ork (d volunteW5 conknt*O lo support ¢he charity. Addltlonal Infomiatlon loptlonall You tnay ch005e lo Indude further slatthments where rvlgvant al1." The tharity's sourc•s Par¥ 1.47 of funds any SMBP i8 based on the srAn¢ ol c4Ylab)ralk)n ftJndraisirrfJl and th8 thal 311 PBiticipaiirsg organi%atK)ns give thwi time wlh)ul chwge. The running costs ol Ihe charity mel by lunthd IT 8 numbor ol ryganisatkym. 1nstrnen¢ pjlicy 8Tr1 obpclNes any sotlal knveswnenl [lity adopied Paro 1.46 NIA Tho Trty does any kNe$tsnents sowl kn¥esbngnlB. A description ol the principal rtsks 1oc¥ng the chanty P8ra 1.46 NIA The tharity financial rtsk is underpnned by its 0)rpora fver$ and the finBnoal reseTh•s p)Jicy, as nowd atove. NIA Slructure. go¥•rnan¢• •nd management Descripb"on of tharib trusts" SM8P $ not have any charilable trusts.
olgovem¥wJ drwmnt: Para 125 SPABP 15 govem8d by rts Consts"tutrm as publthed on the Charity C(rnrss)n's How is the tharity ctM5tstubJ7 Para 125 The Charity i8 regered as a CIO TNsieè selection method5 ludkng de11$ of any consu"lutal pro¥tsK)n5 e.g. e 10 1 or narne of any pers( Of body entitkny Bpwnl on• mre trvsiees Para 12S Ttee5 art genalY selected trun of the 152 bustrSe5 thai suppm SMBP, ba$6d the expertise in rvnning sinwl schvAnes and Lqrgfrsc CSR wds. Addlllonal Inlonnatlon loptlonal} Y¢yJ may clw to ftrther •lal•Trgnls abwl: PoleS afyj adcpled lor the inducibjn aw¥J trn.ning ol Irusle8S Parn 1.51 When a ne* ¢wstee is voted in, the Gonernl Cn8 will undortake the lo11ry9 Fryes$.' S•id • l)mi to tho new iru6tw to Ctyleci inlcfmalcfft required for Chw5ty Comrniww wstrab"on". Regi8ior IrUS with the Charty Notify Head ol Operatths to t4x%Yuct D8S check for the tru51ee'. Send 8 cow of SM8P'$ consti110n 19 tsuslee. and Send coFies of the folkmng Oici8S'. SM8P's Saleguarding Pd lalDng link to guidance at SMBP'5 Criminal Fknartes Act Pc4icy'. o SMBP'S Data Prolection Pdicy (temal}.. SM8P's Stalement of Purpose, ObseLtres Values.. and Chanty Cornrniswon"$ 3 pie(x5 of gUidaTh on Public Benefit..
s I,'assels utAishin ov ukl ovemmonllu loa lernlu load5'all8chmcn daiaifllel8234Ip l The benefit i iiome Ice hl Is ublishin overnmtsnt.'u loda slem'u Io£idsl?IlachfflpDI alaifilei610943.PR? Runiii servi ¥ ij ov mmon I tix hffl 71P SM8P also 8nan98s an annual training 58S5w. de8 by a charfty departmenl al a18w rim. the re5ponwts"lilies of Iruslees, SM8P has 14 Trnstees.. 12 frorn Ihe following oryanisalis.' Osbome clae. Overtu Lmdon. Pdefit Financial. Mishcon de Reya, Sirnpfy 8u$iness, St8vghler and M8y. Reed Smith, CMS Carrerw M¢Kenn8 Nabarto Olswang. Squire Paiion Boggs. Ctsfford Chance. Burges saI)n and BT aTrJ two lThJepwvJent tsuslees. Th• charty's an•s21)nOl $lwcture and 8ny lder nets)rk wbth th• chaity Par8 1.51 The thètty emtAoy7 a Progtarn OlreciLY IFTEI. a Head of Opefalions IPTEI a Sernor Operations Exewlive IFfEI and a StLthni SourciThJ MaTrJer IPTEI. Thrs emF4oyee team 5uw4ernented by cul18n1 SUFPOrt Irorn the Lexjarn con5ulb.ng IPrirripal Consultant ol UC belng the Founderl and th8 f1ng volunteer execuiwe rL4es. Head of Resilience. Head of Finance. Head of Technck*Jy, Safeguarding Officer. General Counsel and the Sludenl Experien le8m consisting of Head ol Sludenl &rring. Head of Student Experience a1 Head of Alurnni
Relatio ony rdaled pa5 1.51 SMBP wo$ in colabcffalion vAlt oth charibes lo impve swal rnobility induding the Sutt(m Twst and IntlVer$ity. SMBP al>) pawlnw5 7th wula the FKofessions who cfraulhor student malenals lor the SMBP Sludenl p. They are SRA". CILEX.. Bar Sland8rd5 Board," Facully ol Advocates.. Law S(oety of St4)Uand, ICAEW.. ICAS.. aTrJ AGCA. Ch•rlty Gov•rn•n¢? Cod• 2017 Olher As nol&Y ab. SMBP 8rranges an annual Iraining se$sK lor the InJ$te. delNefed ty chwity ijepartmenl at a law rim, on thè spCbIllIes c4 lrnstees, wilh 8 focus the Chanty Govemance Code. SMBP'S SMeI ol PuryJo8e. ObW'¥o8 Bnd Values Ihal 15 lollrr•MJ by the Tnjsiees Is also based Iseg ThJix 11. Charltle• IProtectlon and So¢ll Investmentl A¢t 2016 SMBP dogs nol rneei the threshc4d atrrf)v• athjival feFy1 1$ required under the ChaThtie5 IPrcl8CtK)n Soo81 In¥e5tm?nll Acl 2016. R•l•r•nc• and admlnl•hW¥• d•tlI Charity na So¢l•l Moblllty Buslnoss Partnershlp Othw name tho thanty uses SMBP RegisleTed chaiity nurnr 1174309
Chanty'y pnrtryjal adthtss 05bourn• Cl•th•, On• London Wall, London, ECZY SEB N•m•• of tho ¢har5ty trusl•M who manag• the chwlty TNst•• nam• Dates acted 11 n lor whol• ymr Nam• ol person lor btsdyl •ntitled lo appolnt trusl8• Ilf anyl AndrEw Gad Ch•inn 18.082017to rmi Jthnstc
).01.2019 to aJThont 26.09 2018 to tren1 Rot•rt Hahc 24.05.2018 kn wryenl caro Mqhbjan S8f•Juarth'rwJ Officer 24.01.2018 lo cwent Robwi Emn 24.01.2018 to ujmnt Guy N£nan 24.01.2018 to ujrnnt Jam Whrte 24.01.2018 lo tuThenl 01.06.2020 10 curreni Ray Berg 18.08.2017 to ¢Jwreni 18.08.2017 10 Current Sarah-Jane Macdonald 24.01.2018 to rANrenl Tanya Franos 09.C6.2021 to current
Rot)ert Lav&Eon 17.10.2019 to ffent Corpornt• trust••s- n¥m• ol lh• dlrnctors al th• dato th• rnport was approved NIA Nam• ol trust••• holdlnq tlll• to prop•rty b•longlng to th• ch•rlty NIA Fund• h•ld ¢u•todl•n tru•l••• on behalf of oth•rd DeSCnp1 ol Ihe assets hehj in Ihis capa¢Jty NIA Narn• and objecls of charity on vth058 behalf Ihe assets are held and how th fal wthin the uJslLJwn ¢hanty'S Obits NIA DetaiL8 of 8ryangemert ale custody segregat of suth fwrn the tharity's assets NIA NarnM and addr•s•u of dv5¥•rn lWon•l Inlormallonl Typo ol ¥dvl•r N•m• Addre•• Shdley 8181 05bome Cl•rk•. On• Lwdon W41, L(ffidon. EC2Y 5E8 Isambard Innovalion LMnrt•J tradiry as Lexiam CLMsuting James House. 70 chtea pa Seveno8ks, TN13 2SH Hea¢J ol Finance Robert Henson 0sbC clae. Ckne L¢Jn Wal. London, EC2Y SEB Head ol Techrok)gy Annette Bro Osbome Clawk•. Cts)6 L(¥)don Wal. LCOn. EC2Y SEB Nam• ol chl•f •Xul1¥• or namm of senlor 5t*ff memb•rn loptlonal InloTh•llon}
P41A IA dkn¢b)rn' r•pM> ib•¥•.
pI¢l0n Chaw aTrJ GiloJndor Saleguarrfing orrer Dal• 1lliolLL Zoliolz
App•ndlx 1: SM8P's Statern•nt of Purpos•. Obl•ctl¥•¥ and Val¥ Stat•m•nt ol Purpos•, ObJ•ctlv•$ and Vlu Purpos• SMBP'S pwt)se i8 as OJI C(ThlItul. "Tr ObpLts c4 the CIO to odvano the Irorn llw inccrfne backgrrwnds patsIa¥ exth¥ivety by.. 111 providing and laohtatsTrJ optxtunils Ikw lh t¢) oi3 th exFeri8nc• ith organis81 ng in or vrith Ihe proles$K$ cl law arKI a¢cWntan. such c4her prGlessbJns end ffields as thè Truslees in thw"r absrAule dixrel)n see fiL 121 •dS9 and assisttng them to 8chièv8 Ihe necwry qualrfK8t$ io enter and prc3ress in careers in suth rdess•Jns rd9.. Obl•ctl¥•• SMBP i• d•aieate¢J to fv¢J•nlng access to the l•g#l and 8C¢OUntancy pmlesslons by delivtrfng worf( hi ond ski115 ¢raining o)aching suppm 10 seCary stale s¢WI students from low thic%)rr b8¢kwn4s. Ths does Tr)t meon Ihet onty Slwjents knfv) wanl to go In and g¢¢¢unt re 8ccepte(J the prograrnme. Ullimaigty. even rf a partkipanl decides that a career kn Lqw or a¢ClanCY not lor them. ojnsider thè prograrnme kn h8ve be suctessful In enablin9 that stud1 to take inlonned abwl Ihw hJlur• and inVng Ihwr UndelaJ11¥a ol ti. SMBP'S obpcfv c•n Jmrnatsed as IcM'. 111 bTr8k drr•m psychow'cal'fiiting in. Udents may experience Ivbon entlTra the worfd of business by prowJin9 Ihem an opUnty lo e¥wience (knyerenl Wtthng gn¥lrMments and mèet the pesSeAl$ thin them: 121 studgnls, cornm1 8warwesg 8r•J 5krfls in th• folow arga$'. c&iwnunvtiw. 108nvnk & knadership. ¢JeaMy & wjtyem solwng, & goal plannlng.. 131 ann stsJdenls ilh muliilg rayporale tnnd narn89 to ryeate stsnd out P¢rwal St#lemenls ar Cvs". 141 prode era89in9 busin>$ 9ume end I380d insv3hl expeFiences to ¢reBte Bnecdotes tr enable studt$ 10 ccrfNJenty answer oynpetw questKns ¢JurfTrJ unfv•Nty and 151 aSst stL¥Jents ¥th each slep ol thr c4w ioumey through (ffjlinè eareer rnen1ng w Pewscmal SlemenuCV creati, completwyb of appl1( form5 aryj inleNew weparalion. Valu SMBP alyns its values to the Chanty Go¥ernawKe Code. This Is a ljest praclK' ccrfle sel up by the Chanty Governan Coye Steering Group.. a volunlw. Lyoss tharity sectorcollaborèu"on. The Charity COrnnS5k acts a5 an cl>seTher to ths groL.
SMBFYS ¥ae$ are as I00S.. 111 SM8P's truslees are dear atth SMBP's aims and en5urB Ihal Ih8se are being delrvered effecDvely and su8tainably. They provJe 5tsategic le•Jerth"p in hne SMBP'S aim5 aryl v8lug5. 121 Th9 ¢nJstees act vAlh integnty." ad.ll val$ and creau.nu a (Jjllure that helps athieve SMBP. tharilable wtrrthes. Th8 t)ard ol trustees i8 awa ol Ihe inpvtance of the publK's Confiden and trusl in thaiili¢s and trjstees undorfake Iheir dulles accudlngty. 131 The truslees m&ke sure that thr ¢Jedsk)n-rnthTra tKocsses we infomied. VVdofDUS and lim¢ty. 141 The trustees WO as an effe¢lfve team, uslng the apprnpriale b8lanc• of18. awrn¢¢. background and knNIBdge lo tèke infrmed der45ions. 151 The Injskn, 8pwoach to dNtrwty supputs SMBP'S efforjivew. leadershlp and d8cishJn. m8kthg. 161 The IThJ$e$ SMBP In t*ing tsn8parent and accoJntalAe. SM8P Is open In Its wrnk. unl•s$ the is gc4)d feason for il nol to be.
| Social Mobility Business Partnership | Social Mobility Business Partnership | Social Mobility Business Partnership | 1174309 | |||
|---|---|---|---|---|---|---|
| Annual accounts for the period | ||||||
| Period start date | 1/1/21 | To | 12/31/21 | |||
| Section A Statement of financial activities | ||||||
| Recommended categories by activity Guidance Notes Incoming resources (Note 3) Income and endowments from: Donations and legacies S01 Charitable activities S02 Other trading activities S03 Investments S04 Separate material item of income S05 Other S06 S07 Resources expended (Note 6) Expenditure on: Raising funds S08 Charitable activities S09 Separate material item of expense S10 Other S11 S12 S13 Net gains/(losses) on investments S14 S15 Extraordinary items S16 S17 S18 Other gains/(losses) S19 S20 Reconciliation of funds: S21 S22 1 Total Net movement in funds Total funds brought forward Total funds carried forward Total Net income/(expenditure) before investment gains/(losses) Net income/(expenditure) Transfers between funds Other recognised gains/(losses): Gains and losses on revaluation of fixed assets for the charity’s own use |
Unrestricted funds Restricted income funds Endowment funds Total funds Prior year funds £ £ £ £ £ F01 F02 F03 F04 F05 |
|||||
| 214,002 | 3,875 | - | 217,877 | 230,853 | ||
| - | - | - | - | - | ||
| - | - | - | - | - | ||
| - | - | - | - | |||
| - | - | - | - | - | ||
| - | - | - | - | - | ||
| 214,002 | 3,875 | - | 217,877 | 230,853 | ||
| 720 | - | - | 720 | 501 | ||
| 180,382 | 3,875 | - | 184,257 | 203,134 | ||
| - | - | - | - | - | ||
| - | - | - | - | - | ||
| 181,102 | 3,875 | - | 184,977 | 203,635 | ||
| 32,900 | - | - | 32,900 | 27,218 | ||
| - | - | - | - | - | ||
| 32,900 | - | - | 32,900 | 27,218 | ||
| - | - | - | - | 16,800 - |
||
| - | - | - | - | - | ||
| - | - | - | - | - | ||
| - | - | - | - | - | ||
| 32,900 | - | - | 32,900 | 10,418 | ||
| 170,252 | - | - | 170,252 | 159,834 | ||
| 203,152 | - | - | 203,152 | 170,252 | ||
Section B Balance sheet
| Fixed assets Intangible assets (Note 15) Tangible assets (Note 14) Heritage assets (Note 16) Investments (Note 17) Total fixed assets Current assets Stocks (Note 18) Debtors (Note 19) Investments (Note 17.4) Cash at bank and in hand (Note 24) Total current assets Creditors: amounts falling due within one year (Note 20) Net current assets/(liabilities) Total assets less current liabilities Creditors: amounts falling due after one year (Note 20) Provisions for liabilities Total net assets or liabilities Funds of the Charity Endowment funds (Note 27) Restricted income funds (Note 27) Unrestricted funds Revaluation reserve Total funds Signed by one or two trustees on behalf of all the trustees |
Guidance Notes B01 B02 B03 B04 B05 B06 B07 B08 B09 B10 B11 B12 B13 B14 B15 B16 B17 B18 B19 B20 B21 |
Unrestricted funds Restricted income funds Endowment funds Total this year Total last year £ £ £ £ £ F01 F02 F03 F04 F05 |
Unrestricted funds Restricted income funds Endowment funds Total this year Total last year £ £ £ £ £ F01 F02 F03 F04 F05 |
Unrestricted funds Restricted income funds Endowment funds Total this year Total last year £ £ £ £ £ F01 F02 F03 F04 F05 |
Unrestricted funds Restricted income funds Endowment funds Total this year Total last year £ £ £ £ £ F01 F02 F03 F04 F05 |
Unrestricted funds Restricted income funds Endowment funds Total this year Total last year £ £ £ £ £ F01 F02 F03 F04 F05 |
|---|---|---|---|---|---|---|
| - | - | - | - | - | ||
| - | - | - | - | - | ||
| - | - | - | - | - | ||
| - | - | - | - | |||
| - | - | - | - | - | ||
| - | - | - | - | - | ||
| - | - | - | - | - | ||
| - | - | - | - | - | ||
| 206,741 | - | - | 206,741 | 179,682 | ||
| 206,741 | - | - | 206,741 | 179,682 | ||
| 3,589 | - | - | 3,589 | 9,429 | ||
| 203,152 | - | - | 203,152 | 170,253 | ||
| 203,152 | - | - | 203,152 | 170,253 | ||
| - | - | - | - | - | ||
| - | - | - | - | - | ||
| 203,152 | - | - | 203,152 | 170,253 | ||
| - | - | - | - | - | ||
| - | - | - | - | |||
| 203,152 | - | - | 203,152 | 170,252 | ||
| - | ||||||
| 203,152 | - | - | 203,152 | 170,252 | ||
| Signature | Print Name | Date of approval dd/mm/yyyy |
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CHARITY COMMISSION FOR LAND ANO WALES Independent examinerfs report on the iaccounts Report to the tNstEe51 mernbern PJ On aceounts ye ended Charity no Iiranyl 117430 Setoutoh pwjes )FA 27 1 I rep)rtto thg truBte86 on my exhrnin8tiDn ofthe acA)unts of Ihe aLxwe th8rity I'the Trust") foi the year ended Re>pDnsltdiitl•s and basls cd r•FQrt As the eh8rtty'5 trustees. you arè resp)nwtrle forthe preparnti¢)n olth¢ accounts in accordar)CèV+ith the requrernenis ofthe Charitie8Act 2011 llhe ALYI. I rert in r8EFoet of my examination crfthe Trusys accounts carried out under 6eth.on 145 of Ihe 2011 Acl and in carrwng out my examination, I h8ve followd dl the app4icat4e Dirediorr6 9.vèn ty the Charity Commlssion undersecl'on 1445llbl of the Act. Ind•p•Trdent examinerfs staternent hg tharftys grc6s Income exeded £250,000 and l am qualified to undertako the eKamination tyrf Ling 8 qualnled rnernr ol lIrert name of al(?tAe listsd bctyll. Dgbte I l rfnd 8WAc¥blg. I have comF4•t8d my examination. l eonfirn) that no material mattets h8ve corne to my attenb'on in cxJnn4ction the examinalJ'¢)n Icth than that dsdosed tdow'l whbch gives m& ca$ to believ8 that in, any rn8terid respect • the actounting r8rrd5were not k¢rt in accordance th sadion 130 olthe Charities Art or . the accounts did not accord with the aco)unb"ng records,. OT • tha aewunts did not cOrAY ith the 8Wicat4è requiremnts conceming thtr form and thntent ofaccounts sel out in the Charities IAecx)unts and Rep)rtsl RegulaboThs 2CQB other than any requirernentthat the aco)unts gve a Irue and l&r' view which 18 not a matter ¢onsidered 88 part of an Ind&Trn1 ex8min&b"on. I have no concem8 and have come acrcÉs no other matttsts in conn8ctlon 1th the exarnlnation to Ythich aiteniion should te drah in this rewJrt in order to enat4e a pmpar understsn(fing of tt a¢Unts to reached. ' Pl8gse dolete Iho 4swds in th&bklS rftlydo nol &ppty. Name: Relevant ptrAesskn quaiifutionls) or Ix)o Iir any): RC Address:
Only complete if the examiner need5 to highlight material mattets of con(trn (see CC32. Independent examination of charity actounts: reth.ons and guidance foi examiners). Glve here brief detai15 CA any Iterns that the examiner wishes to dlsclose.