## **Trustees’ Annual Report for the period**
**From 01 July 2022 Period start date To 30 June 2023 Period end date**
**Charity name: Tyneside Welcomes Charity registration number: 1183738**
## **Objectives and Activities**
||SORP
reference||
|---|---|---|
|Summary of the purposes
of the charity as set out in
its governing document|Para 1.17|Tyneside Welcomes exists for the public benefit of
refugees and their host communities in Northeast
England:-
(1) To relieve poverty and to preserve and protect
the physical and mental health of those granted
refugee status and their dependants particularly by
practical support, advice and assistance with the
provision of housing;
(2) To advance the education and training of those
granted refugee status and their dependents in
need thereof so as to advance them in life and
assist them to adapt within a new community; and
In furtherance of the above 2 purposes the
organisation Tyneside Welcomes sponsors the
integration of refugees and local communities
through practical action and supportive partnerships
with statutory and other agencies.|
|Summary of the main
activities in relation to
those purposes for the
public benefit, in
particular, the activities,
projects or services
identified in the accounts.|Para 1.17
and 1.19|The way we achieve 1 and 2 is through the
community sponsorship scheme (the community
version of the UK Resettlement Scheme -UKRS-
utilised by Local Authorities) with the Home Office.
We fundraise for the required 9K per family, identify
housing, develop a resettlement plan covering
ESOL, education, cultural orientation and
integration, support with banking, benefits and
budgeting, volunteering and employment and
accessing health and other relevant services. We
submit applications to the Home Office and when
approved we sign up to a contract to provide
support services to the family.
We have developed a one organisation model
whereby, through a core group of lead sponsors,
we provide lead sponsorship for emerging
community sponsorship groups that establish
‘branches’ of Tyneside Welcomes. To date we have
the original Forest Hall branch plus Amnesty North
East Welcomes (currently working in Gateshead),
Gosforth and North Shields Welcomes branches.
RESET have showcased our work in their publicity.|
1
|https://resetuk.org/stories/as-the-lead-sponsor-we-|https://resetuk.org/stories/as-the-lead-sponsor-we-|
|---|---|
|are-like-the-trunk-of-a-tree-and-each-group-we-||
|support-is-like-one-of-the-tree-s-branches||
|Working on a broader geographical basis means||
|we have had to build relationships with three Local||
|Authorities: North Tyneside, Gateshead and||
|Newcastle. We have been successful in getting||
|approval to operate community sponsorship in all||
|three Local Authority areas.||
|The specific activities we have been involved with||
|have|been.|
|-|
Transition to independence for the first|
||family in Forest Hall (arrived 1 July 2021).|
||We have identified a more suitable property|
||for them via a private landlord in Forest Hall|
||and they moved in February 2023. Tyneside|
||Welcomes have taken on the property|
||management role for the house for the|
||duration of the 2 years lease. We have also|
||supported them in getting on Tyne and Wear|
||Homes register and with application for|
||Indefinite Leave to Remain/citizenship status|
||for their young daughter (now over 1 year|
||old).|
|-|
Supporting new branches to build|
||membership, submit applications to the|
||Home Office and support new families|
||arriving–three new applications have been|
||approved this financial year and families|
||arrived on 8 November and 8 December|
||2022 and 14 June 2023.|
|-|
Post-arrival meetings with RESET were|
||positive for all families but sadly there has|
||been family breakdown in the Gateshead|
||and North Shields families. This has|
||required complex negotiations with Home|
||Office and Local Authorities involved and|
||project management of transition process|
||whereby Local Authorities take on|
||community sponsorship contracts. We have|
||an outstanding situation in Gateshead where|
||the father has been left in limbo outside any|
||resettlement scheme and we are working|
||within our broader charitable remit to offer|
||support. He has complex physical and|
||mental health needs and we continue to|
||advocate for him.|
|-|
The Gosforth branch are successfully|
||settling a family of 4 in the Ouseburn area|
||and are providing daily support and advice|
||and organising social activities.|
|-|
Fundraising efforts have reduced because of|
||time dedicated to supporting families but|
2
||||donations are still healthy i.e. individual
donations and standing orders.
-
Identifying properties. We have successfully
identified three landlords who are willing to
rent their properties at the housing benefit
allowance cap. In all cases this entails
taking on some property management
responsibilities and in one case we have
had extra expense to cover some void costs
and minor repairs. The property in
Gateshead will not be used in the longer
term because of the family breakdown.
-
We also developed a working partnership
with Hexham and Newcastle Diocese to
source property.|
|---|---|---|---|
|Statement confirming
whether the trustees
have had regard to the
guidance issued by the
Charity Commission on
public benefit|Para 1.18||The trustees have had regard to the guidance
issued by the Charity Commission on public benefit.
New Trustees have been sent government
guidance on becoming a trustee and had induction
by zoom on Tyneside Welcomes constitution and
charitable objectives.
https://www.gov.uk/government/publications/charity-
trustee-welcome-pack
We aim to recruit at least one Trustee with
experience of being a refugee in the next year.|
## **Additional information (optional)** You may choose to include further statements where relevant about:
||SORP
reference||
|---|---|---|
|Policy on grant making|Para 1.38|Tyneside Welcomes does not make grants.|
|Policy on social investment
including program related
investment|Para 1.38|n/a|
|Contribution made by
volunteers|Para 1.38|We have now had over 2 years’ experience in
supporting the original Forest Hall family and
welcomed three further families in this financial
year. Experienced volunteers are mentoring
newer volunteers and providing cross branch
support.
All Tyneside Welcomes activity is volunteer-led.
No member or Trustee has received payment.
Volunteers have given skills and resources to
which they have access – financial, governance
administrative, safeguarding, support, fundraising
and other professional skills, time and effort. This
has put us in the position that we have the
combined skills, expertise and resources to
resettle multiple families.|
3
|||The lead sponsorship support we provide to our
new branches is voluntary and without any
charge. We have also been able to provide pump
prime funding to enable new branches to rapidly
submit applications to the Home Office and
receive families. As described above there have
been challenges this year with family breakdowns
in both Gateshead and North Shields. This has
put a huge amount of pressure on volunteers.
The two associated community sponsorship
contracts have been taken on by Local
Authorities who are best placed to deal with
complex issues of housing when there is family
breakdown.|
|---|---|---|
|Other||We have sent an evaluation to Pickwell
Foundation related to our successful application
for a grant from the Shapiro Fund last year. This
is administered through Pickwell Foundation
(4.5K) and is aimed at speeding up the
community sponsorship process so new groups
do not have to fund raise the full 9K before they
can re-settle a family.
We have been successful this year in a bid to
Community Foundation for a small grant (£3,700)
to cover training costs and one year membership
of Tyne and Wear Citizens.|
## **Achievements and Performance**
||SORP reference||
|---|---|---|
|Summary of the main
achievements of the charity,
identifying the difference the
charity’s work has made to
the circumstances of its
beneficiaries and any wider
benefits to society as a
whole.|Para 1.20|- we have increased membership and
capacity and were acting as lead sponsor
for four branches rather than one (the
principle is still the same but there is now
no formal lead sponsorship role for
Gateshead and North Shields). RESET
nominated Tyneside Welcomes as a
Principal Sponsor in November 2021. This
has entailed organisational work on
systems and processes. We have revised
how financial information is presented and
can provided a more complex breakdown
by branch and activity.
- we have developed relationships with
Local Authorities and other stake-holders
and provided financial management and
governance within Tyneside Welcomes so
that the three families welcomed this year
are supported to resettle in the UK.
-positive examples of resettlement have
knock on effects; changing attitudes and
promoting inclusivity in local communities.|
4
-we have taken an outreach approach to use of social media so interested parties are aware of what we are doing through our blog, Facebook, Instagram and Twitter posts whilst avoiding undue publicity on the family themselves and their refugee status.
|**Additional information (optional)**
You may choose to include further statements|**Additional information (optional)**
You may choose to include further statements|where relevant about:|
|---|---|---|
|Achievements against
objectives set|Para 1.41|We have been successful in getting home
Office approval to welcome 3 families this
financial year, across three Local
Authorities. We have sourced four
properties: across the private sector and
through work with Newcastle and Hexham
Diocese. Because of unforeseen family
breakdowns we have managed the
challenging situations presented and
developed transition plans with Gateshead
and North Tyneside Local Authorities.
Transition plan for father in the Gateshead
family is pending.|
|Performance of fundraising
activities against objectives
set|Para 1.41|We have managed our existing
commitments and have sufficient funds to
consolidate our work and start planning
another application to the Home Office.|
|Investment performance
against objectives|Para 1.41|n/a|
|Other|||
5
## **Financial Review**
|**Financial Review**|||
|---|---|---|
|Review of the charity’s
financial position at the end
of the period|Para 1.21|**The end of year balance for 2022/2023**
**was:**
**Triodos: £15,672.28**
**Cooperative Bank: £7468.06**
**Total: £23,140,34**
**(Please see full financial report added at**
**end of main report)**
The first family is now financially
independent and we have some time
limited financial demand from the two
families now being supported by Local
Authorities. It has been agreed by Trustees
that, within the remit of our broader
charitable objectives, we can provide some
support such as social activities and
accompanying individuals to medical
appointments.|
|Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|We have no formal reserves policy at
present time. However, following
recommendations from our external
assessor, we intend to maintain a reserve
of 2K unrestricted funding as a contingency
for unexpected events e.g. covering for
emergency repairs, additional costs
incurred by family breakdown. We do not
employ staff and have very small running
costs so this should be sufficient but we will
keep it under review. We will amend our
financial policy accordingly.|
|Amount of reserves held|Para 1.22|£2K|
|Reasons for holding zero
reserves|Para 1.22|n/a|
|Details of fund materially in
deficit|Para 1.24|n/a|
|Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|The main uncertainty is Government Policy
related to the Community Sponsorship
model. Our reliance on volunteers brings
with it the assumption (and associated risk)
that there will be people willing to
undertake the work on an ongoing basis.
We have taken on additional
responsibilities such as property
management (for the Forest Hall and
Gosforth families and are currently winding
down use of property in Gateshead). The
challenges with families in Gateshead and
North Shields have created some anxieties
about the Community Sponsorship model
because of lack of support from the Home
Office.|
6
## **Additional information (optional)** You may choose to include further statements where relevant about:
|The charity’s principal
sources of funds (including
any fundraising)|Para 1.47|Tyneside Welcomes’ principal sources of
funding are through donations (both one off
and standing orders) and fundraising
events. We have received a Community
Foundation grant of £3.700 this year and
the Pickwell Foundation grant from last
year (£4,500) will appear in the budget for
2022-2023.|
|---|---|---|
|Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|n/a|
|A description of the principal
risks facing the charity|Para 1.46|We have compiled a Risk Register which is
appended below|
|Other|||
7
## **Structure, Governance and Management**
|Description of charity’s
trusts:|||
|---|---|---|
|Type of governing document
(trust deed, royal charter)|
Para 1.25|Trust deed|
|How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|CIO|
|Trustee selection methods
including details of any
constitutional provisions e.g.
election to post or name of
any person or body entitled
to appoint one or more
trustees|Para 1.25|Appropriate relevant experience at right
level, as decided by existing trustees. Two
trustee references are taken up. We aim to
increase diversity among the Trustees and
attract at least one Trustee with experience
of being a refugee and/or significant
experience supporting refugees/asylum
seekers. We are also encouraging
representation across new branches of
Tyneside Welcomes. A recruitment and
selection process has been implemented
and is overseen by the Finance and
Governance Group.|
|**Additional information (optional)**
You may choose to include further statements|**Additional information (optional)**
You may choose to include further statements|where relevant about:|
|---|---|---|
|Policies and procedures
adopted for the induction
and training of trustees|Para 1.51|Trustees meetings include informal time to
support those new to the role and to
discuss the attendant responsibilities. The
Chair and other Trustees meet individually
with new Trustees to help induct them.|
|The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51|The formal members of the CIO are the
Trustees. All Trustees are also members of
the Co-ordinating Committee (CC) which
has a crucial role in agreeing expectations
and informing and supporting the Trustees.
Trustees maintain a full overview of these
activities. We have reviewed the role of Co-
ordinating Committee and are now meeting
quarterly. Individual branches meet more
regularly and report to Coordinating
Committee and Trustee meetings.
All safeguarding and financial decisions are
taken by Trustees, not the Co-ordinating
Committee, although the Trustees seek the
views of the CC.
Branches with active sponsorship in place
hold monthly informal support events for
volunteers, where issues and questions
can be sensitively explored.
Tyneside Welcomes supports the
integration of refugees and local
communities through practical action and
supportive partnerships with statutory and
other agencies.
We have external links with: RESET/Home
Office, SponsorRefugees, North Tyneside|
8
|||Council, Newcastle City Council,
Gateshead Council, Home Group, North
East Landlords, Newcastle and
Northumbria Universities, and the Diocese
of Hexham and Newcastle. Our volunteers
also volunteer or work with Walking With,
Asylum Matters and West End Refugee
Service. Tyneside Welcomes is currently a
member of Tyne and Wear Citizens, with
the chair of Trustees also on the Citizens’
leadership team so this gives us access to
a broader network of organisations.|
|---|---|---|
|Relationship with any
related parties|Para 1.51|Since our approval in the last year as a
Principal Sponsor we are a member of the
Principal Sponsor Alliance and the Lead
Sponsors Network.|
|Other|||
## **Reference and Administrative details**
|Charity name|Tyneside Welcomes|
|---|---|
|Other name the charity uses|@TyneWelcomes on Twitter|
|Registered charity number|1183738|
|Charity’s principal address|11 Victoria Avenue
Newcastle upon Tyne
NE12 8AX|
|||
9
**Names of the charity trustees who manage the charity**
|1
2
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year **|**Name of person (or body) entitled**
**to appoint trustee (ifany)**|
|---|---|---|---|---|
||Richard Young|Chair|From 01 October 2019 -
Term of office extended
to 3 October 2024|Panel of selected Trustees
overseen by Finance and
Governance Group|
||Alasdair Wilson||4 October 2021 – 3
October 2024|Panel of selected Trustees
overseen by Finance and
Governance Group|
||Sally Mitchison|Safeguarding Lead|From 30 October 2019
To 29 October 2022
(extended to 29 October
2025)|Panel of selected Trustees
overseen by Finance and
Governance Group|
||Jill Bradbury||From 30 October 2019 -
term of office extended
until 3 October 2024|Panel of selected Trustees
overseen by Finance and
Governance Group|
||Lindsay Brigham|Secretary|From 30 October 2019
To 29 October 2022
(extended to 29 October
2025)|Panel of selected Trustees
overseen by Finance and
Governance Group|
||Jane Mary Young||From 27 November 2019
To 26 November 2022
(extended to 26
November 2025)|Panel of selected Trustees
overseen by Finance and
Governance Group|
||Judith McSwaine|Treasurer|From 4 October 2021 – 3
October 2024|Panel of selected Trustees
overseen by Finance and
Governance Group|
||Melissa Schueler||From 14 April 2021
To 13 April 2024|Panel of selected Trustees
overseen by Finance and
Governance Group|
||Hellen Giblin
Jowett||From 19 April 2022 to 18
April 2025|Panel of selected Trustees
overseen by Finance and
Governance Group|
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
– Corporate trustees names of the directors at the date the report was approved **Director name**
10
Name of trustees holding title to property belonging to the charity
**Trustee name Dates acted if not for whole year**
11
|**Funds held as custodian trustees on behalf of others**|**Funds held as custodian trustees on behalf of others**|
|---|---|
|Description of the assets
held in this capacity|n/a|
|Name and objects of the
charity on whose behalf the
assets are held and how this
falls within the custodian
charity’s objects|n/a|
|Details of arrangements for
safe custody and
segregation of such assets
from the charity’s own
assets|n/a|
## **Declarations**
**The trustees declare that they have approved the trustees’ report above.**
**Signed on behalf of the charity’s trustees**
|**Signature(s)**
**Full name(s)**
**Position (eg Secretary,**
**Chair, etc)**
**Date**|||
|---|---|---|
||Lindsay Brigham||
||
Secretary to Trustees||
||13 August 2023||
||13 August 2023||
12
## Tyneside Welcomes
## **Risk Register**
Issue 2d to be reviewed by 05/02/24 First issue Aug 2020
Impact on the charity or its aims (r): 1 – very low to 5 severe
Likelihood of occurrence (p): 1 – very unlikely to 5 very likely
Aim of mitigation is to reduce likelihood (rm) and/or impact (pm) hence lower product of r and p
|Risk|Potential
impact
(r)|Likeli-
hood
(p)|Impact
factor
r x p|Mitigation|Revised
Impact
rm|Revised
Likeli-
hood pm|Revised
impact
factor
rmxpm|
|---|---|---|---|---|---|---|---|
|Humanitarian||||||||
|Adverse or retrograde
change in Government
policies|4|3|12|1) Be aware of potential changes.
2) Be ready to campaign against adverse
change|3|2|6|
|Covid 19 (or other)
Pandemic: changes in
travel and other
restrictions due to adverse
changes in virus|
5|3|15|1) Work to maintain enthusiasm of the
group and support members directly
affected.
3) Ensure risk assessments carried out
for all relevant tasks and interactions|3|2|6|
13
|behaviour, firstly, to delay
further families arriving,
secondly to difficulties for
effective help being
delivered to families by
our volunteers||||4) Team leaders to enable training of
volunteers to be safe during their duties.||||
|---|---|---|---|---|---|---|---|
|Reputational||||||||
|A volunteer or trustee is
suspected or proven to
have carried out a crime
or misdemeanour|5|2|10|1) Ensure robust recruiting process
including DBS checks and references
2) Safe procedures for interacting with
beneficiaries
3) Suitable financial procedures.
4) Whether volunteer or trustee, ensure
safeguarding procedures are both robust
and followed
5) Ensure suitable insurance policy is kept
up to date|
3|1|3|
|A beneficiary is suspected
or proven to have carried
out a crime or
misdemeanour
*In particular domestic
abuse|4
5|2
3|8
15|1) Provide mentoring and support either
directly or by working with partners to
minimise need or opportunity for such an
incident
2) Use contacts with RESET, Sponsor
Refugees etc to support TW in managing
the incident and communicate effectively
with the public.
3) May need to provide police statement
4) Depending on nature of suspected
crime or misdemeanour may need to
follow safeguarding procedures
*5) Cooperate with local domestic abuse
services – lead sponsor initially.
*6) prior to family arrival attempt to
obtain a risk assessment from Home|3
3|1
2|3
?|
14
|||||Office/UNHCR||||
|---|---|---|---|---|---|---|---|
|The premises of our family
are shown to be sub-
standard or unsafe|
4|1|4|1) Work with landlord before the family is
settled.
2) Inspect the property
3)Take Police advice re suitability of local
area.
4) TW would need to act in a timely and
appropriate way proportionate to nature of
risk/vulnerability of beneficiaries.
5) In case of issue arising after the family
move in make best efforts to remedy the
problem or find an alternative property|
2|1|2|
|Financial||||||||
|Loss of funds from theft or
fraud|
5|3|15|1) Ensure security of banking
2) Suitable procedures for handling cash
and outgoing payments: see Finance
Policy.
3) Check all people handling the finances
are right and proper persons
4) Annual check of finances, governance
and accounting by a suitably qualified and
experienced external monitor (Iain Kitt).
5) Ensure suitable insurance policy is kept
up to date|
4|1|4|
|Reduction in income
enough to severely
deplete reserves|4|2|8|Experience shows we can raise significant
funds in a short period|3|1|3|
|Economic crash|3|1|3|Bank deposits are protected by the
Government scheme (85£k)
(Note that TW does not hold stocks and
shares)|1|1|1|
15
|Unexpected high
expenditure for family|4|1|4|1) Have fund-raising ideas in the pipeline,
keep aware of possible grants to cover
costs.
2) Review budget and cash flow regularly|3|1|3|
|---|---|---|---|---|---|---|---|
|Changes in benefit rules
or their interpretation
leading to large reduction
in family's income|5|2|10|1) as above
2) continue to develop relationships with
relevant bodies to mitigate effects
3) focus effort on helping adults gain
employment/training|3|2|6|
|Organisational||||||||
|Overwork by volunteers
leading to burnout|4|2|8|1) Encourage volunteers to communicate
with team leaders
2) Hold regular Support meetings to
mentor vols.
3) Manage expectations of the family|3|1|3|
|Dropout of key personnel|4|3|12|1) Maintain openings for new volunteers.
2) Share tasks and have written
procedures for key tasks.
3) Support any dropping out due to Covid
infection/isolation or other serious illness.|3|2|6|
|Activities not covered by
approved procedures|3|2|6|1) Ensure regular review of activities and
their procedures and TW policies
2) Regular Support meetings to mentor
vols|2|1|2|
|Not enough volunteers
either for the workload or
specific tasks|4|3|12|1) Maintain publicity activity
2) Keep up networks
3) Be aware of training opportunities
4) In recruiting from the public we need
clarity about roles/tasks required of
volunteers|3|1|3|
16
Charity No 1183738
## Trustees Finance Report 2022-23
## Expenditure
- 1 The year started with a healthy balance sufficient to support the first family as they entered their second year in the UK.
- 2 During the year three new families have been welcomed into properties in Gateshead and North Shields and Newcastle.
- 3 Support to them is reflected in our largest outlay “family expenses” £18K+.
- 4 There will be an on-going outlay meeting utility and other costs until one person is re-housed.
- 5 Using private rented accommodation has involved greater expenditure to prepare the three properties. Happily, we had enough funds to undertake emergency repairs which were subsequently recouped from the landlords.
- 6 Two families had Universal Credit payments suspended while their claims were referred for a “risk review”. We had sufficient funds to support both families during this difficult period.
- 7 Volunteers have claimed more expenses than previous years for travel to a family’s home or to accompanying them to appointments, new schools, orientation, outings and trips.
- 8 Interpreting costs reflect the needs of the families and their individual circumstances during the year.
18
- 9 Running costs have been kept to a minimum.
## Income
- 10 Regular donations remain a very useful source of income through the year. Donations and fundraising were boosted by Giftaid.
- 11 The Home Office provides per head funding under the heading of English as a Second Language (ESOL).
- 12 We reclaim “void costs” from the Home Office for a limited amount of time - this does not necessarily cover the total amount paid out to secure a property.
- 13 During the year two grants were secured: the Pickwell Foundation to support the Gateshead family and Community Foundation to support volunteers and fees to Citizens UK. Both grants are ringfenced.
## Other notes
- The Credit Union account was closed during the year and replaced with a Co-operative Bank account which, through its association with the Post Office, simplifies paying in cash and cheques and withdrawing cash for families while Bank Accounts are opened.
- The Home Office requires £9000 is available before a family is allocated. This amount has not changed over time and when the fourth family arrived, Trustees agreed to increase the initial “personal allowance” to take account of the rising cost of living.
19
- It should be noted that the £9000 holds regardless of the size of the family group - it goes without saying that a family of seven does make greater demands on the Charity’s finances than a family of four.
- Gareth Rowe has acted as our independent assessor – his job was more demanding than he would have expected due to the turnover during the year.
20
## T neside Welcomes Statement of Accounts ear endin 30 June 2023 y y g
|Tyneside Welcomes Statement of Accountsyear ending30 June 2023|Tyneside Welcomes Statement of Accountsyear ending30 June 2023|Tyneside Welcomes Statement of Accountsyear ending30 June 2023|Tyneside Welcomes Statement of Accountsyear ending30 June 2023|Tyneside Welcomes Statement of Accountsyear ending30 June 2023|Tyneside Welcomes Statement of Accountsyear ending30 June 2023|Tyneside Welcomes Statement of Accountsyear ending30 June 2023|Tyneside Welcomes Statement of Accountsyear ending30 June 2023||
|---|---|---|---|---|---|---|---|---|
|OpeningBalance|
|Triodos|30,590.25|
|||||
|||Credit Union|4,970.64|
|||||
||||||||||
|**_Income_**|||£|||**_Expenditure_**|£||
|Interest|
||70.76|||Bank charge|89.60||
|Donations|
||3,536.90|||DBS|200.00||
|Donations Regular|
||3,205.00|||Insurance|306.56||
|||||||Website|291.56||
|FamilyExpenses repaid|
||1,532.90|||FamilyExpenses|18,055.60|note 2|
|Interpreting|||59.43|||Interpreting|4,483.81||
|||||||Translation|1,009.20||
|Fundraising|||5,595.65|||Fundraising
Expenses|151.35||
|Tees & Totes|
||84.15||||||
|Home Office Void Costs|Note 1||2,724.15|||Void cost|6,669.38||
|Home Office ESOL|
||6,800.00|||ESOL|699.28||
|Giftaid|
||2,287.64|||Printing|224.05||
|Grants|
||8,200.00|||Ink & Paper|53.08||
|Propertyexpenses|
||1,056.00|||Property
Expenses|9,300.52||
|Miscellaneous||||||rent subsidy|2,200.00||
|overpaid rent|
||183.33|||room hire|305.15||
21
|UC delaysusbsidyrepaid|
||783.34|||UC subsidy|1,116.67||
|---|---|---|---|---|---|---|---|---|
|Volunteer Exprepaid|
||23.62|||volunteer
expenses|2,237.52||
|||||||training|1,170.02||
||||||||||
||||||||||
|||**Total Income**|
36,142.87|
||**Total expenditure**|48,563.35||
|||Add opening
balances|
71,703.76|
|||||
||||||||||
|||Less expenditure|
48,563.35|
|||||
|||Balance forward|
23,140.41|
|||||
||||||||||
|||Internal transfer of
funds|
7,133.57|
||internal transfer of
funds|7,133.57||
||||||||||
||Reconciliation||||||||
||||Balance in
bank||||||
||N E Credit Union||0.00|
|||||
||Co-operative
Bank||7,468.06|
|||||
||Triodos Bank||15,672.28|
|||||
||||||||||
22
||Balance
forward||23,140.34|0.07|||||
|---|---|---|---|---|---|---|---|---|
||||||||||
||Uncleared
cheque||355.00|
|||||
||Ringfenced||3,700.00|
|||||
||Available
funds||19,085.34|
|||||
|Notes|||||||||
|1 late payment by Home Office will
appear in 23-24 accounts|||2,076.62|
|||||
|2 family expenses includes utility
payments & council tax|||1,549.84|
|||||
|Prepared by|Judith Mc Swaine||
|---|---|---|
||||
|Date|||
||||
|Checked by|Gareth Rowe||
||||
|Date|||
23
## **Trustees’ Annual Report for the period**
**From 01 July 2022 Period start date To 30 June 2023 Period end date**
**Charity name: Tyneside Welcomes Charity registration number: 1183738**
## **Objectives and Activities**
||SORP
reference||
|---|---|---|
|Summary of the purposes
of the charity as set out in
its governing document|Para 1.17|Tyneside Welcomes exists for the public benefit of
refugees and their host communities in Northeast
England:-
(1) To relieve poverty and to preserve and protect
the physical and mental health of those granted
refugee status and their dependants particularly by
practical support, advice and assistance with the
provision of housing;
(2) To advance the education and training of those
granted refugee status and their dependents in
need thereof so as to advance them in life and
assist them to adapt within a new community; and
In furtherance of the above 2 purposes the
organisation Tyneside Welcomes sponsors the
integration of refugees and local communities
through practical action and supportive partnerships
with statutory and other agencies.|
|Summary of the main
activities in relation to
those purposes for the
public benefit, in
particular, the activities,
projects or services
identified in the accounts.|Para 1.17
and 1.19|The way we achieve 1 and 2 is through the
community sponsorship scheme (the community
version of the UK Resettlement Scheme -UKRS-
utilised by Local Authorities) with the Home Office.
We fundraise for the required 9K per family, identify
housing, develop a resettlement plan covering
ESOL, education, cultural orientation and
integration, support with banking, benefits and
budgeting, volunteering and employment and
accessing health and other relevant services. We
submit applications to the Home Office and when
approved we sign up to a contract to provide
support services to the family.
We have developed a one organisation model
whereby, through a core group of lead sponsors,
we provide lead sponsorship for emerging
community sponsorship groups that establish
‘branches’ of Tyneside Welcomes. To date we have
the original Forest Hall branch plus Amnesty North
East Welcomes (currently working in Gateshead),
Gosforth and North Shields Welcomes branches.
RESET have showcased our work in their publicity.|
1
|https://resetuk.org/stories/as-the-lead-sponsor-we-|https://resetuk.org/stories/as-the-lead-sponsor-we-|
|---|---|
|are-like-the-trunk-of-a-tree-and-each-group-we-||
|support-is-like-one-of-the-tree-s-branches||
|Working on a broader geographical basis means||
|we have had to build relationships with three Local||
|Authorities: North Tyneside, Gateshead and||
|Newcastle. We have been successful in getting||
|approval to operate community sponsorship in all||
|three Local Authority areas.||
|The specific activities we have been involved with||
|have|been.|
|-|
Transition to independence for the first|
||family in Forest Hall (arrived 1 July 2021).|
||We have identified a more suitable property|
||for them via a private landlord in Forest Hall|
||and they moved in February 2023. Tyneside|
||Welcomes have taken on the property|
||management role for the house for the|
||duration of the 2 years lease. We have also|
||supported them in getting on Tyne and Wear|
||Homes register and with application for|
||Indefinite Leave to Remain/citizenship status|
||for their young daughter (now over 1 year|
||old).|
|-|
Supporting new branches to build|
||membership, submit applications to the|
||Home Office and support new families|
||arriving–three new applications have been|
||approved this financial year and families|
||arrived on 8 November and 8 December|
||2022 and 14 June 2023.|
|-|
Post-arrival meetings with RESET were|
||positive for all families but sadly there has|
||been family breakdown in the Gateshead|
||and North Shields families. This has|
||required complex negotiations with Home|
||Office and Local Authorities involved and|
||project management of transition process|
||whereby Local Authorities take on|
||community sponsorship contracts. We have|
||an outstanding situation in Gateshead where|
||the father has been left in limbo outside any|
||resettlement scheme and we are working|
||within our broader charitable remit to offer|
||support. He has complex physical and|
||mental health needs and we continue to|
||advocate for him.|
|-|
The Gosforth branch are successfully|
||settling a family of 4 in the Ouseburn area|
||and are providing daily support and advice|
||and organising social activities.|
|-|
Fundraising efforts have reduced because of|
||time dedicated to supporting families but|
2
||||donations are still healthy i.e. individual
donations and standing orders.
-
Identifying properties. We have successfully
identified three landlords who are willing to
rent their properties at the housing benefit
allowance cap. In all cases this entails
taking on some property management
responsibilities and in one case we have
had extra expense to cover some void costs
and minor repairs. The property in
Gateshead will not be used in the longer
term because of the family breakdown.
-
We also developed a working partnership
with Hexham and Newcastle Diocese to
source property.|
|---|---|---|---|
|Statement confirming
whether the trustees
have had regard to the
guidance issued by the
Charity Commission on
public benefit|Para 1.18||The trustees have had regard to the guidance
issued by the Charity Commission on public benefit.
New Trustees have been sent government
guidance on becoming a trustee and had induction
by zoom on Tyneside Welcomes constitution and
charitable objectives.
https://www.gov.uk/government/publications/charity-
trustee-welcome-pack
We aim to recruit at least one Trustee with
experience of being a refugee in the next year.|
## **Additional information (optional)** You may choose to include further statements where relevant about:
||SORP
reference||
|---|---|---|
|Policy on grant making|Para 1.38|Tyneside Welcomes does not make grants.|
|Policy on social investment
including program related
investment|Para 1.38|n/a|
|Contribution made by
volunteers|Para 1.38|We have now had over 2 years’ experience in
supporting the original Forest Hall family and
welcomed three further families in this financial
year. Experienced volunteers are mentoring
newer volunteers and providing cross branch
support.
All Tyneside Welcomes activity is volunteer-led.
No member or Trustee has received payment.
Volunteers have given skills and resources to
which they have access – financial, governance
administrative, safeguarding, support, fundraising
and other professional skills, time and effort. This
has put us in the position that we have the
combined skills, expertise and resources to
resettle multiple families.|
3
|||The lead sponsorship support we provide to our
new branches is voluntary and without any
charge. We have also been able to provide pump
prime funding to enable new branches to rapidly
submit applications to the Home Office and
receive families. As described above there have
been challenges this year with family breakdowns
in both Gateshead and North Shields. This has
put a huge amount of pressure on volunteers.
The two associated community sponsorship
contracts have been taken on by Local
Authorities who are best placed to deal with
complex issues of housing when there is family
breakdown.|
|---|---|---|
|Other||We have sent an evaluation to Pickwell
Foundation related to our successful application
for a grant from the Shapiro Fund last year. This
is administered through Pickwell Foundation
(4.5K) and is aimed at speeding up the
community sponsorship process so new groups
do not have to fund raise the full 9K before they
can re-settle a family.
We have been successful this year in a bid to
Community Foundation for a small grant (£3,700)
to cover training costs and one year membership
of Tyne and Wear Citizens.|
## **Achievements and Performance**
||SORP reference||
|---|---|---|
|Summary of the main
achievements of the charity,
identifying the difference the
charity’s work has made to
the circumstances of its
beneficiaries and any wider
benefits to society as a
whole.|Para 1.20|- we have increased membership and
capacity and were acting as lead sponsor
for four branches rather than one (the
principle is still the same but there is now
no formal lead sponsorship role for
Gateshead and North Shields). RESET
nominated Tyneside Welcomes as a
Principal Sponsor in November 2021. This
has entailed organisational work on
systems and processes. We have revised
how financial information is presented and
can provided a more complex breakdown
by branch and activity.
- we have developed relationships with
Local Authorities and other stake-holders
and provided financial management and
governance within Tyneside Welcomes so
that the three families welcomed this year
are supported to resettle in the UK.
-positive examples of resettlement have
knock on effects; changing attitudes and
promoting inclusivity in local communities.|
4
-we have taken an outreach approach to use of social media so interested parties are aware of what we are doing through our blog, Facebook, Instagram and Twitter posts whilst avoiding undue publicity on the family themselves and their refugee status.
|**Additional information (optional)**
You may choose to include further statements|**Additional information (optional)**
You may choose to include further statements|where relevant about:|
|---|---|---|
|Achievements against
objectives set|Para 1.41|We have been successful in getting home
Office approval to welcome 3 families this
financial year, across three Local
Authorities. We have sourced four
properties: across the private sector and
through work with Newcastle and Hexham
Diocese. Because of unforeseen family
breakdowns we have managed the
challenging situations presented and
developed transition plans with Gateshead
and North Tyneside Local Authorities.
Transition plan for father in the Gateshead
family is pending.|
|Performance of fundraising
activities against objectives
set|Para 1.41|We have managed our existing
commitments and have sufficient funds to
consolidate our work and start planning
another application to the Home Office.|
|Investment performance
against objectives|Para 1.41|n/a|
|Other|||
5
## **Financial Review**
|**Financial Review**|||
|---|---|---|
|Review of the charity’s
financial position at the end
of the period|Para 1.21|**The end of year balance for 2022/2023**
**was:**
**Triodos: £15,672.28**
**Cooperative Bank: £7468.06**
**Total: £23,140,34**
**(Please see full financial report added at**
**end of main report)**
The first family is now financially
independent and we have some time
limited financial demand from the two
families now being supported by Local
Authorities. It has been agreed by Trustees
that, within the remit of our broader
charitable objectives, we can provide some
support such as social activities and
accompanying individuals to medical
appointments.|
|Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|We have no formal reserves policy at
present time. However, following
recommendations from our external
assessor, we intend to maintain a reserve
of 2K unrestricted funding as a contingency
for unexpected events e.g. covering for
emergency repairs, additional costs
incurred by family breakdown. We do not
employ staff and have very small running
costs so this should be sufficient but we will
keep it under review. We will amend our
financial policy accordingly.|
|Amount of reserves held|Para 1.22|£2K|
|Reasons for holding zero
reserves|Para 1.22|n/a|
|Details of fund materially in
deficit|Para 1.24|n/a|
|Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|The main uncertainty is Government Policy
related to the Community Sponsorship
model. Our reliance on volunteers brings
with it the assumption (and associated risk)
that there will be people willing to
undertake the work on an ongoing basis.
We have taken on additional
responsibilities such as property
management (for the Forest Hall and
Gosforth families and are currently winding
down use of property in Gateshead). The
challenges with families in Gateshead and
North Shields have created some anxieties
about the Community Sponsorship model
because of lack of support from the Home
Office.|
6
## **Additional information (optional)** You may choose to include further statements where relevant about:
|The charity’s principal
sources of funds (including
any fundraising)|Para 1.47|Tyneside Welcomes’ principal sources of
funding are through donations (both one off
and standing orders) and fundraising
events. We have received a Community
Foundation grant of £3.700 this year and
the Pickwell Foundation grant from last
year (£4,500) will appear in the budget for
2022-2023.|
|---|---|---|
|Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|n/a|
|A description of the principal
risks facing the charity|Para 1.46|We have compiled a Risk Register which is
appended below|
|Other|||
7
## **Structure, Governance and Management**
|Description of charity’s
trusts:|||
|---|---|---|
|Type of governing document
(trust deed, royal charter)|
Para 1.25|Trust deed|
|How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|CIO|
|Trustee selection methods
including details of any
constitutional provisions e.g.
election to post or name of
any person or body entitled
to appoint one or more
trustees|Para 1.25|Appropriate relevant experience at right
level, as decided by existing trustees. Two
trustee references are taken up. We aim to
increase diversity among the Trustees and
attract at least one Trustee with experience
of being a refugee and/or significant
experience supporting refugees/asylum
seekers. We are also encouraging
representation across new branches of
Tyneside Welcomes. A recruitment and
selection process has been implemented
and is overseen by the Finance and
Governance Group.|
|**Additional information (optional)**
You may choose to include further statements|**Additional information (optional)**
You may choose to include further statements|where relevant about:|
|---|---|---|
|Policies and procedures
adopted for the induction
and training of trustees|Para 1.51|Trustees meetings include informal time to
support those new to the role and to
discuss the attendant responsibilities. The
Chair and other Trustees meet individually
with new Trustees to help induct them.|
|The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51|The formal members of the CIO are the
Trustees. All Trustees are also members of
the Co-ordinating Committee (CC) which
has a crucial role in agreeing expectations
and informing and supporting the Trustees.
Trustees maintain a full overview of these
activities. We have reviewed the role of Co-
ordinating Committee and are now meeting
quarterly. Individual branches meet more
regularly and report to Coordinating
Committee and Trustee meetings.
All safeguarding and financial decisions are
taken by Trustees, not the Co-ordinating
Committee, although the Trustees seek the
views of the CC.
Branches with active sponsorship in place
hold monthly informal support events for
volunteers, where issues and questions
can be sensitively explored.
Tyneside Welcomes supports the
integration of refugees and local
communities through practical action and
supportive partnerships with statutory and
other agencies.
We have external links with: RESET/Home
Office, SponsorRefugees, North Tyneside|
8
|||Council, Newcastle City Council,
Gateshead Council, Home Group, North
East Landlords, Newcastle and
Northumbria Universities, and the Diocese
of Hexham and Newcastle. Our volunteers
also volunteer or work with Walking With,
Asylum Matters and West End Refugee
Service. Tyneside Welcomes is currently a
member of Tyne and Wear Citizens, with
the chair of Trustees also on the Citizens’
leadership team so this gives us access to
a broader network of organisations.|
|---|---|---|
|Relationship with any
related parties|Para 1.51|Since our approval in the last year as a
Principal Sponsor we are a member of the
Principal Sponsor Alliance and the Lead
Sponsors Network.|
|Other|||
## **Reference and Administrative details**
|Charity name|Tyneside Welcomes|
|---|---|
|Other name the charity uses|@TyneWelcomes on Twitter|
|Registered charity number|1183738|
|Charity’s principal address|11 Victoria Avenue
Newcastle upon Tyne
NE12 8AX|
|||
9
**Names of the charity trustees who manage the charity**
|1
2
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year **|**Name of person (or body) entitled**
**to appoint trustee (ifany)**|
|---|---|---|---|---|
||Richard Young|Chair|From 01 October 2019 -
Term of office extended
to 3 October 2024|Panel of selected Trustees
overseen by Finance and
Governance Group|
||Alasdair Wilson||4 October 2021 – 3
October 2024|Panel of selected Trustees
overseen by Finance and
Governance Group|
||Sally Mitchison|Safeguarding Lead|From 30 October 2019
To 29 October 2022
(extended to 29 October
2025)|Panel of selected Trustees
overseen by Finance and
Governance Group|
||Jill Bradbury||From 30 October 2019 -
term of office extended
until 3 October 2024|Panel of selected Trustees
overseen by Finance and
Governance Group|
||Lindsay Brigham|Secretary|From 30 October 2019
To 29 October 2022
(extended to 29 October
2025)|Panel of selected Trustees
overseen by Finance and
Governance Group|
||Jane Mary Young||From 27 November 2019
To 26 November 2022
(extended to 26
November 2025)|Panel of selected Trustees
overseen by Finance and
Governance Group|
||Judith McSwaine|Treasurer|From 4 October 2021 – 3
October 2024|Panel of selected Trustees
overseen by Finance and
Governance Group|
||Melissa Schueler||From 14 April 2021
To 13 April 2024|Panel of selected Trustees
overseen by Finance and
Governance Group|
||Hellen Giblin
Jowett||From 19 April 2022 to 18
April 2025|Panel of selected Trustees
overseen by Finance and
Governance Group|
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
– Corporate trustees names of the directors at the date the report was approved **Director name**
10
Name of trustees holding title to property belonging to the charity
**Trustee name Dates acted if not for whole year**
11
|**Funds held as custodian trustees on behalf of others**|**Funds held as custodian trustees on behalf of others**|
|---|---|
|Description of the assets
held in this capacity|n/a|
|Name and objects of the
charity on whose behalf the
assets are held and how this
falls within the custodian
charity’s objects|n/a|
|Details of arrangements for
safe custody and
segregation of such assets
from the charity’s own
assets|n/a|
## **Declarations**
**The trustees declare that they have approved the trustees’ report above.**
**Signed on behalf of the charity’s trustees**
|**Signature(s)**
**Full name(s)**
**Position (eg Secretary,**
**Chair, etc)**
**Date**|||
|---|---|---|
||Lindsay Brigham||
||
Secretary to Trustees||
||13 August 2023||
||13 August 2023||
12
## Tyneside Welcomes
## **Risk Register**
Issue 2d to be reviewed by 05/02/24 First issue Aug 2020
Impact on the charity or its aims (r): 1 – very low to 5 severe
Likelihood of occurrence (p): 1 – very unlikely to 5 very likely
Aim of mitigation is to reduce likelihood (rm) and/or impact (pm) hence lower product of r and p
|Risk|Potential
impact
(r)|Likeli-
hood
(p)|Impact
factor
r x p|Mitigation|Revised
Impact
rm|Revised
Likeli-
hood pm|Revised
impact
factor
rmxpm|
|---|---|---|---|---|---|---|---|
|Humanitarian||||||||
|Adverse or retrograde
change in Government
policies|4|3|12|1) Be aware of potential changes.
2) Be ready to campaign against adverse
change|3|2|6|
|Covid 19 (or other)
Pandemic: changes in
travel and other
restrictions due to adverse
changes in virus|
5|3|15|1) Work to maintain enthusiasm of the
group and support members directly
affected.
3) Ensure risk assessments carried out
for all relevant tasks and interactions|3|2|6|
13
|behaviour, firstly, to delay
further families arriving,
secondly to difficulties for
effective help being
delivered to families by
our volunteers||||4) Team leaders to enable training of
volunteers to be safe during their duties.||||
|---|---|---|---|---|---|---|---|
|Reputational||||||||
|A volunteer or trustee is
suspected or proven to
have carried out a crime
or misdemeanour|5|2|10|1) Ensure robust recruiting process
including DBS checks and references
2) Safe procedures for interacting with
beneficiaries
3) Suitable financial procedures.
4) Whether volunteer or trustee, ensure
safeguarding procedures are both robust
and followed
5) Ensure suitable insurance policy is kept
up to date|
3|1|3|
|A beneficiary is suspected
or proven to have carried
out a crime or
misdemeanour
*In particular domestic
abuse|4
5|2
3|8
15|1) Provide mentoring and support either
directly or by working with partners to
minimise need or opportunity for such an
incident
2) Use contacts with RESET, Sponsor
Refugees etc to support TW in managing
the incident and communicate effectively
with the public.
3) May need to provide police statement
4) Depending on nature of suspected
crime or misdemeanour may need to
follow safeguarding procedures
*5) Cooperate with local domestic abuse
services – lead sponsor initially.
*6) prior to family arrival attempt to
obtain a risk assessment from Home|3
3|1
2|3
?|
14
|||||Office/UNHCR||||
|---|---|---|---|---|---|---|---|
|The premises of our family
are shown to be sub-
standard or unsafe|
4|1|4|1) Work with landlord before the family is
settled.
2) Inspect the property
3)Take Police advice re suitability of local
area.
4) TW would need to act in a timely and
appropriate way proportionate to nature of
risk/vulnerability of beneficiaries.
5) In case of issue arising after the family
move in make best efforts to remedy the
problem or find an alternative property|
2|1|2|
|Financial||||||||
|Loss of funds from theft or
fraud|
5|3|15|1) Ensure security of banking
2) Suitable procedures for handling cash
and outgoing payments: see Finance
Policy.
3) Check all people handling the finances
are right and proper persons
4) Annual check of finances, governance
and accounting by a suitably qualified and
experienced external monitor (Iain Kitt).
5) Ensure suitable insurance policy is kept
up to date|
4|1|4|
|Reduction in income
enough to severely
deplete reserves|4|2|8|Experience shows we can raise significant
funds in a short period|3|1|3|
|Economic crash|3|1|3|Bank deposits are protected by the
Government scheme (85£k)
(Note that TW does not hold stocks and
shares)|1|1|1|
15
|Unexpected high
expenditure for family|4|1|4|1) Have fund-raising ideas in the pipeline,
keep aware of possible grants to cover
costs.
2) Review budget and cash flow regularly|3|1|3|
|---|---|---|---|---|---|---|---|
|Changes in benefit rules
or their interpretation
leading to large reduction
in family's income|5|2|10|1) as above
2) continue to develop relationships with
relevant bodies to mitigate effects
3) focus effort on helping adults gain
employment/training|3|2|6|
|Organisational||||||||
|Overwork by volunteers
leading to burnout|4|2|8|1) Encourage volunteers to communicate
with team leaders
2) Hold regular Support meetings to
mentor vols.
3) Manage expectations of the family|3|1|3|
|Dropout of key personnel|4|3|12|1) Maintain openings for new volunteers.
2) Share tasks and have written
procedures for key tasks.
3) Support any dropping out due to Covid
infection/isolation or other serious illness.|3|2|6|
|Activities not covered by
approved procedures|3|2|6|1) Ensure regular review of activities and
their procedures and TW policies
2) Regular Support meetings to mentor
vols|2|1|2|
|Not enough volunteers
either for the workload or
specific tasks|4|3|12|1) Maintain publicity activity
2) Keep up networks
3) Be aware of training opportunities
4) In recruiting from the public we need
clarity about roles/tasks required of
volunteers|3|1|3|
16
Charity No 1183738
## Trustees Finance Report 2022-23
## Expenditure
- 1 The year started with a healthy balance sufficient to support the first family as they entered their second year in the UK.
- 2 During the year three new families have been welcomed into properties in Gateshead and North Shields and Newcastle.
- 3 Support to them is reflected in our largest outlay “family expenses” £18K+.
- 4 There will be an on-going outlay meeting utility and other costs until one person is re-housed.
- 5 Using private rented accommodation has involved greater expenditure to prepare the three properties. Happily, we had enough funds to undertake emergency repairs which were subsequently recouped from the landlords.
- 6 Two families had Universal Credit payments suspended while their claims were referred for a “risk review”. We had sufficient funds to support both families during this difficult period.
- 7 Volunteers have claimed more expenses than previous years for travel to a family’s home or to accompanying them to appointments, new schools, orientation, outings and trips.
- 8 Interpreting costs reflect the needs of the families and their individual circumstances during the year.
18
- 9 Running costs have been kept to a minimum.
## Income
- 10 Regular donations remain a very useful source of income through the year. Donations and fundraising were boosted by Giftaid.
- 11 The Home Office provides per head funding under the heading of English as a Second Language (ESOL).
- 12 We reclaim “void costs” from the Home Office for a limited amount of time - this does not necessarily cover the total amount paid out to secure a property.
- 13 During the year two grants were secured: the Pickwell Foundation to support the Gateshead family and Community Foundation to support volunteers and fees to Citizens UK. Both grants are ringfenced.
## Other notes
- The Credit Union account was closed during the year and replaced with a Co-operative Bank account which, through its association with the Post Office, simplifies paying in cash and cheques and withdrawing cash for families while Bank Accounts are opened.
- The Home Office requires £9000 is available before a family is allocated. This amount has not changed over time and when the fourth family arrived, Trustees agreed to increase the initial “personal allowance” to take account of the rising cost of living.
19
- It should be noted that the £9000 holds regardless of the size of the family group - it goes without saying that a family of seven does make greater demands on the Charity’s finances than a family of four.
- Gareth Rowe has acted as our independent assessor – his job was more demanding than he would have expected due to the turnover during the year.
20
## T neside Welcomes Statement of Accounts ear endin 30 June 2023 y y g
|Tyneside Welcomes Statement of Accountsyear ending30 June 2023|Tyneside Welcomes Statement of Accountsyear ending30 June 2023|Tyneside Welcomes Statement of Accountsyear ending30 June 2023|Tyneside Welcomes Statement of Accountsyear ending30 June 2023|Tyneside Welcomes Statement of Accountsyear ending30 June 2023|Tyneside Welcomes Statement of Accountsyear ending30 June 2023|Tyneside Welcomes Statement of Accountsyear ending30 June 2023|Tyneside Welcomes Statement of Accountsyear ending30 June 2023||
|---|---|---|---|---|---|---|---|---|
|OpeningBalance|
|Triodos|30,590.25|
|||||
|||Credit Union|4,970.64|
|||||
||||||||||
|**_Income_**|||£|||**_Expenditure_**|£||
|Interest|
||70.76|||Bank charge|89.60||
|Donations|
||3,536.90|||DBS|200.00||
|Donations Regular|
||3,205.00|||Insurance|306.56||
|||||||Website|291.56||
|FamilyExpenses repaid|
||1,532.90|||FamilyExpenses|18,055.60|note 2|
|Interpreting|||59.43|||Interpreting|4,483.81||
|||||||Translation|1,009.20||
|Fundraising|||5,595.65|||Fundraising
Expenses|151.35||
|Tees & Totes|
||84.15||||||
|Home Office Void Costs|Note 1||2,724.15|||Void cost|6,669.38||
|Home Office ESOL|
||6,800.00|||ESOL|699.28||
|Giftaid|
||2,287.64|||Printing|224.05||
|Grants|
||8,200.00|||Ink & Paper|53.08||
|Propertyexpenses|
||1,056.00|||Property
Expenses|9,300.52||
|Miscellaneous||||||rent subsidy|2,200.00||
|overpaid rent|
||183.33|||room hire|305.15||
21
|UC delaysusbsidyrepaid|
||783.34|||UC subsidy|1,116.67||
|---|---|---|---|---|---|---|---|---|
|Volunteer Exprepaid|
||23.62|||volunteer
expenses|2,237.52||
|||||||training|1,170.02||
||||||||||
||||||||||
|||**Total Income**|
36,142.87|
||**Total expenditure**|48,563.35||
|||Add opening
balances|
71,703.76|
|||||
||||||||||
|||Less expenditure|
48,563.35|
|||||
|||Balance forward|
23,140.41|
|||||
||||||||||
|||Internal transfer of
funds|
7,133.57|
||internal transfer of
funds|7,133.57||
||||||||||
||Reconciliation||||||||
||||Balance in
bank||||||
||N E Credit Union||0.00|
|||||
||Co-operative
Bank||7,468.06|
|||||
||Triodos Bank||15,672.28|
|||||
||||||||||
22
||Balance
forward||23,140.34|0.07|||||
|---|---|---|---|---|---|---|---|---|
||||||||||
||Uncleared
cheque||355.00|
|||||
||Ringfenced||3,700.00|
|||||
||Available
funds||19,085.34|
|||||
|Notes|||||||||
|1 late payment by Home Office will
appear in 23-24 accounts|||2,076.62|
|||||
|2 family expenses includes utility
payments & council tax|||1,549.84|
|||||
|Prepared by|Judith Mc Swaine||
|---|---|---|
||||
|Date|||
||||
|Checked by|Gareth Rowe||
||||
|Date|||
23
Independent examiner’s report to the trustees of Tyneside Welcomes on the charity’s accounts for the period 01/07/22 – 30/06/23
I report to the trustees on my examination of the accounts of the Tyneside Welcomes (TW) for the year ended 30 June 2023.
## **Responsibilities and basis of report**
As the trustees of the charity, 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 2011 Act and in carrying out my examination I have followed all the 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 that:
1. accounting records were not kept in respect of the Trust as required by section 130 of the Act; or that
2. the accounts do not accord with those records, and that
3. the charity's funds are not used in pursuit of the charity’s charitable objectives.
The following points are made not because I have found evidence of anything wrong in the accounts but to point to ways in which accounting procedures could be improved.
Tyneside Welcomes should review the split of income into subheadings to ensure it is accurate and that all the subheadings are necessary.
The organisation should ensure it has a Reserves Policy which for convenience could be incorporated into the Finance Policy.
I confirm that there are no other matters to which your attention should be drawn to enable a proper understanding of the accounts to be reached.
Signed:
Name: Gareth Rowe
Address: 38 Valley Gardens, Monkseaton, Whitley Bay, Tyne and Wear, NE25 9AQ. Date: 12/09/2023