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2025-03-31-accounts

Docusign Envelope ID: D2BA498D-EE2A-4D43-97E4-7576408F9494

MEDIATION SURREY CIO

TRUSTEES' REPORT AND FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025

Charity number: 1184469

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MEDIATION SURREY CIO ANNUAL REPORT 24/25

MEDIATION SURREY CIO

REFERENCE AND ADMINISTRATIVE DETAILS OF THE CHARITY, ITS TRUSTEES AND ADVISERS FOR THE YEAR ENDED 31 MARCH 2025

Trustees C Iley, Chair C S Day A E Coleman P A Beddoes H E Kearon R Syed (appointed 30 October 2024) R Sinnetamby (appointed 30 October 2024) M J Bridger (appointed 30 April 2025) Z Pratley (appointed 30 April 2025) M C Newton (appointed 28 July 2025)

Charity registered number 1184469

Principal office Woking United Reformed Church White Rose Lane Woking Surrey GU22 7HA Accountants Menzies LLP Chartered Accountants Magna House 18-32 London Road Staines-Upon-Thames TW18 4BP Independent Examiner Janice Matthews Menzies LLP 2nd Floor Magna House 18-32 London Road Staines-Upon-Thames TW18 4BP

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The Trustees present their annual report together with the financial statements of the Mediation Surrey CIO for the year 1 April 2024 to 31 March 2025.

CONTENTS

Chair Comments ................................................................................................ 4 Our History ........................................................................................................ 5 Our Vision, Mission and Values .......................................................................... 6 Our Services ....................................................................................................... 8 Our Team ........................................................................................................... 9 Volunteers ......................................................................................................... 9 Partners and Funders ....................................................................................... 10 Case Study ....................................................................................................... 11 Testimonials ..................................................................................................... 12 Main Achievements of the Charity ................................................................... 14 What’s planned for 25/26 ................................................................................ 20 Financial Review .............................................................................................. 22 Financial Statements ........................................................................................ 24

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Chair Comments

It is with great pride and gratitude that I reflect on another year of service for Mediation Surrey. Our dedicated volunteers, staff, trustees, and partners have once again shown remarkable commitment, compassion, and resilience. Together, we have supported hundreds of individuals and families across Surrey to resolve conflict, build understanding, and strengthen their relationships.

In 2024–25, we successfully handled over 400 referrals across our services. Although we paused intergenerational mediation following the end of its funding, we are actively reviewing options to remodel and relaunch this important service. Each case we undertook represented a step towards building more harmonious communities and reducing pressure on police, councils, and other statutory services.

This has also been a year of significant organisational progress. We invested in consultancy to help shape both our strategic direction and operational efficiency, and we have begun implementing many of the recommendations. Highlights included the launch of our refreshed brand identity and redesigned website, both of which are helping us to reach more people and present a modern, face to the community. We recruited new trustees with skills in governance, communications, and operations, strengthening our Board and ensuring we remain accountable and resilient.

Our volunteers remain the heart of our organisation. Their commitment was recognised in 2024 when Mediation Surrey received the Surrey Tackling ASB Award, a wonderful testament to their dedication and impact. We were also delighted to celebrate their achievements in person during Volunteer Week and at community gatherings across the county.

Integrity, transparency, and collaboration remain at the centre of all that we do. We have continued to listen — to clients, volunteers, funders, and partners — and to use that feedback to adapt and improve our services. This spirit of openness not only builds trust but also ensures we are meeting the real and evolving needs of our community

Looking ahead to 2025–26, our focus is on building sustainability and expanding impact. We will continue to invest in our people through training, development, and recognition for both staff and volunteers. We will also strengthen governance and leadership within the Board, review our services to ensure they remain effective and relevant, and deepen engagement with our partners to extend our reach and secure funding for the future.

Our newly adopted 2025–2028 Strategic Plan provides a clear framework for this next phase. With its focus on delivering high-quality services, diversifying income, supporting our people, and embedding collaboration, it ensures that Mediation Surrey will remain a trusted, accessible, and forward-looking charity.

I have been Chair of Mediation Surrey since its foundation in 2019. It is now time for a change. I am delighted to announce that Heather Kearon, a highly experienced mediator, coach and fellow trustee has agreed to succeed me as Chair. Under her leadership, and with the continued support of our volunteers, staff, trustees, funders and partners, I am confident we will continue to make a meaningful difference to the lives of those we serve.

Thank you

19-Oct-2025 Chris Iley

CHAIR

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Our History

Mediation Surrey was established in 2019-2020 through the merger of five local mediation charities: Mid Surrey Mediation Service, Mediation North Surrey, West Surrey Mediation Service, Mediation First and East Surrey Community Mediation. This unification allowed us to pool our strengths and offer a more comprehensive service to the people of Surrey.

A key part of our work is our partnership with the Office of the Police and Crime Commissioner (OPCC), supporting their mission to improve community safety, particularly in cases of antisocial behaviour. Our focus is on helping individuals, families, organisations, public authorities, and groups involved in disputes or interpersonal conflicts. We do so in a non-judgmental, confidential, and solution-focused manner.

Since our formation, it has been our mission to reduce conflict and its damaging effects on Surrey residents. Through our efforts, we have empowered communities to build trust, and encouraged dialogue as a tool for healing and restoring relationships.

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Our Vision, Mission and Values

Vision

Our vision is for all Surrey residents to have ready access to services that promote community wellbeing and social purpose through dialogue, cooperation and understanding

Mission

The charity’s mission is to advance the peaceful resolution of conflict in the interests of good citizenship and interpersonal relationships. It is focussed on initiatives to diversify the offering so that the charity has a sustainable service going forward.

Values

Safeguarding Statements

Mediation Surrey has appropriate safeguarding policies and procedures in place to meet our duty of care.

Equality and Diversity Statement

Mediation Surrey is committed to promoting equality, diversity, and inclusion for all.

Data Protection

Mediation Surrey adheres to the Data Protection Act 2018 and ensures that all information is safeguarded in full compliance with the legislation

Commitment to Our Mission

Our mission remains as vital today as when we first started: to provide high-quality, personalized mediation services, free at the point of use to all Surrey residents. Our work is not just about resolving conflict but about building stronger, more resilient communities. Every mediation we conduct, every conversation we facilitate, reinforces our core values of integrity, cooperation, and understanding.

Mediation Surrey is dedicated to transforming conflict into collaboration, guided by our mission and vision. We are committed to making a positive impact on our community through strategic resource deployment and a culture of continuous improvement.

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Policies and Objectives

The summary of the purposes of the CIO as set out in its governing document are as follows:

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Our Services

We currently offer three free services: Community Mediation, Community Support Coaching, Intergenerational Mediation (service paused during 2025), and Family Mediation as a paid service. Our approach is to provide high-quality, impartial, and confidential support to those in conflict. Our services are designed to benefit the public through mediation, coaching, and dispute resolution.

----- Start of picture text -----
Our Mediation Services
Community Family Intergenerational Support
Mediation Mediation Mediation Coaching
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Main activities undertaken to further the Charity's purposes for the public benefit

Community Mediation

Our community mediation service provides a process for dealing with community harm and antisocial behaviour in a way that allows everyone to be heard and to reach resolution that is realistic and acceptable to all.

Family Mediation

Our family mediation service offers lower-cost mediation to couples going through separation, to resolve issues around their children and property where there is a dispute and to support joint decision-making.

Intergenerational mediation (IG)

Our intergenerational service has a proven track record of working within families who are experiencing difficulties, to build better communication between them. The service supports young people from the age 12 years and their parents or carers to help repair relationships or to resolve a specific issue affecting families. This service has been paused following the end of its funding and is currently under review.

Support Coaching

Our support coaching service for victims of anti-social behaviour builds confidence, skills and strategies for victims to deal with the situations and fears they face. It helps them cope and focus on other areas of their life, to find a way of reducing the impact conflict has on their lives.

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Our Team

Trustees

Our trustees play a crucial role in guiding the organisation’s strategic direction and ensuring that we remain true to our mission of providing effective and compassionate mediation services. Each trustee brings valuable expertise and a deep commitment to fostering positive conflict resolution within our community.

Together, our trustees bring diverse skills and perspectives to Mediation Surrey, ensuring strong leadership and governance. Their dedication helps us achieve our goals and uphold our commitment to resolving conflicts and building a more harmonious community.

Our Board of Trustees are volunteers and give significant time to the direction, running and development of the organisation.

Operational Team

Our Coordinators manage all enquiries ensuring that we effectively allocate mediators and/or coaches depending upon the situation. Each member of our team brings a wealth of expertise and a shared commitment to delivering exceptional mediation support and community engagement.

Mandy Hargreaves our Director of Services oversees the day-to-day operations, ensuring that our services run smoothly and efficiently. Mandy’s attention to detail and commitment to operational excellence help maintain the high standards we are known for.

Volunteers

Our services are built on a primarily volunteer workforce. We currently have around 46 trained volunteers who are able to give the necessary time and skills to resolve low level conflicts before they escalate. This avoids additional unnecessary calls on police (and other public services’) time and frees the frontline to deal with other priorities.

The charity would not exist without the volunteer mediators and coaches who are the backbone of the service. It is important to recognise their outstanding contribution to building public trust in Mediation Surrey.

Their dedication and skills contribute significantly to our ability to provide high-quality mediation and coaching services to our community. We are grateful for their commitment and enthusiasm in helping us achieve our mission.

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Partners and Funders

We work in partnership with the Office of the Police and Crime Commissioner (OPCC), Local Borough Councils and Housing Associations as part of their mission to improve safety in the face of antisocial behaviour. We are focused on supporting people, organisations, public authorities and family members in a confidential, non-judgmental, solution-focused way.

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Case Study

This case study highlights the success of mediation in resolving a complex conflict between multiple parties. Faced with escalating tensions and the potential for lengthy legal battles, the parties opted to pursue mediation, which ultimately resulted in a mutually beneficial resolution.

Case Study: Neighbour Dispute over Property Extension and Tree Maintenance

This case involved a prolonged dispute between three neighbouring households. The situation had escalated to the point where both the Police and the Council were contacted frequently, and any interaction between the neighbours often led to police involvement.

The conflict began when the initial resident built an extension to their property. His neighbours with adjoining gardens, felt the extension encroached on their properties and invaded their privacy. In response, the neighbours planted laurel/leylandii-type trees, which the initial resident feared would grow unchecked and block sunlight to his garden and home.

The dispute centred on the height and maintenance of these trees. On council advice, the matter was referred to Mediation Surrey. Our staff team sent out letters and arranged the mediations with agreement from all three households. Separate sessions were arranged:

Session 1 – Initial Resident & First Neighbour

Session 2 – Initial Resident & Second Neighbour

Outcome

The mediation resolved the core issues, reduced tensions, and is expected to prevent further calls to police and council. This successful outcome not only improved neighbour relations but also saved statutory services significant time and resources.

Length of case: 6 months

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Testimonials

Our commitment to resolving disputes and enhancing communication has positively impacted many lives. Below, you’ll find testimonials from individuals who have experienced the benefits of our mediation services first-hand. Their stories highlight the effectiveness, support, and positive outcomes that Mediation Surrey strives to provide every day.

Community mediation

I would like to express my thanks and admiration to the mediators who I thought did a terrific job in the mediation meeting and went to a lot of effort.

I thought the mediation process was managed really well. It was clear that the other party has some very fixed ideas and wasn’t open to reducing the hedge height by any meaningful amount. I don’t think either mediator could have done any more than they did.

Thank you for your kind words. It was so good to have you both listening without judgement.'

The mediation process has improved the situation, if not resolved it. It was good for both sides to air their grievances. Zoom meetings have their limitations and I found it difficult to communicate when too many people were speaking. With hind sight I think it would have been better in person but I understand the physical limitations of getting everyone together.

Thanks to the two mediators for giving up their time and for your assistance in facilitating the service.

We would like to thank you both for your patience and kindness you have shown and we hope something good may come out of the process. You never know.

We thank you for your support regarding our matter. We are still hoping to resolve issues regarding the land, it hasn’t gone quite like we agreed, we’re hopeful we can resolve it.

Support coaching

I am incredibly grateful for the time you have spent with me; I've learnt a lot. It's been amazing, I feel so much better. You have helped me to not feel the fear, which is amazing. You have helped me no end.

I feel helped massively as I feel that things are finally being done. I’m really grateful to both you for all the techniques and to the coordinator for chasing up Charrm. You have ALL been so supportive. Thank you

“You have given me my strength back, so I feel back in control again. You have been amazing. Thank you.”

Thank you for all your support and understanding I couldn’t have asked for anyone more supportive.

“I really feel you have helped me to remember what I can do to move forward practically”

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You have helped me with techniques I will continue to use

Just wanted to give you some positive feedback from the tenant above, She is currently doing support coaching and has just mentioned that they lady she is doing it with has helped her so much. The coach has given her suggestions and with practice they have worked, she felt so comfortable with her she felt like they knew each other for years. Thank you for all your services

You have been absolutely fantastic. You have explained things so well and opened my eyes to help me deal with things in such a different way. It's been a pleasure working with you. Thank you.

This service has been brilliant, you have been incredibly supportive. I have never looked forward to a phone call in a very long time. Thank you.

I have been totally listened to and understood. In just three sessions you have helped me more than any other therapy I have received. Thank you.

The coaching has been insightful, helpful and supportive. It’s been incredible and really changed my life and allowed me to move on. Thank you.

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Main Achievements of the Charity

Mediation Surrey has made significant strides in resolving disputes and fostering harmony within the community. Our dedicated team of mediators and volunteers have successfully handled a substantial number of cases across various services, including community mediation, intergenerational mediation, and support coaching.

Total Referrals: 407

These numbers reflect our ongoing commitment to resolving disputes and supporting individuals through challenging times. Each case represents a step towards building a more harmonious and understanding community.

Strategic Initiatives

2024-5 has been a year of frantic activity for Mediation Surrey. The Board decided, in response to the challenges facing the charity, to invest a portion of our reserves in two consulting projects, one on strategy and the other on operational efficiency. During the rest of the year the charity made considerable progress implementing many of the recommendations made in line with the 3 clear strategic priorities:

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vital for all stakeholders and volunteers, but also for clients as increasingly we are seeing a large number of self referrals.

These initiatives were all enabled by a significant recruitment drive at trustee level to provide the Board with the necessary expertise and experience to support the staff in these initiatives. We are delighted to report the addition of Trustees in the fields of marketing and communication, operations and systems and Family Mediation. In addition, we finally managed to secure a replacement for our Governance Trustee, who has been actively updating our policies and procedures and our overall governance and oversight.

Strategy Development 2025–2028

During 2024–25, the Board undertook an in-depth process to shape Mediation Surrey’s new Strategic Plan for the short and long term. A core team of trustees led the work, which was reviewed and refined through several Board meetings before being finalised. This process ensured that the strategy reflects the collective insight of trustees, staff, and volunteers, as well as the evolving needs of the communities we serve.

The Process

The development of the strategy involved:

By taking the time to reflect, consult, and revise, the Board has produced a forward-looking plan that provides clarity of direction while remaining adaptable to future challenges.

Why This Matters

This strategy is more than a roadmap—it is a commitment to sustainability, growth, and impact. It ensures that Mediation Surrey continues to be a trusted, accessible service for all residents, while equipping the organisation to respond to emerging challenges such as funding pressures, increased demand for mediation, and the need for greater community outreach.

By aligning our people, services, and governance around shared priorities, the strategy provides the framework we need to strengthen Mediation Surrey and continue making a real difference in the lives of individuals, families, and communities across Surrey.

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Key Highlights

Marketing Refresh

The past year has been an exciting one for Mediation Surrey’s communications and outreach. Alongside our core service delivery, we have invested in strengthening how we present ourselves to the public, partners, and stakeholders. Our refreshed brand identity and newly relaunched website ensure we convey our values, professionalism, and accessibility while making it easier for people to connect with our services. These changes are not just cosmetic—they are part of our ongoing commitment to raising awareness, increasing engagement, and building trust across Surrey.

Brand Identity

In 2024–25, Mediation Surrey unveiled a refreshed brand identity that reflects our commitment to promoting community wellbeing and fostering peaceful, productive relationships through dialogue and cooperation. The new design is modern, approachable, and rooted in our values of accessibility, professionalism, and compassion.

Key elements include:

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This transformation extends across all branded materials—letterheads, templates, email signatures, and newsletters—ensuring consistency and recognition in every interaction with our audiences.

Website Relaunch

Alongside our new visual identity, we relaunched the Mediation Surrey website to provide a streamlined, user-friendly experience for clients, volunteers, and partners. The redesign focuses on accessibility, ease of navigation, and meaningful content that demonstrates the real-world impact of mediation.

Key improvements include:

The new site reflects not just how we look, but how we serve—ensuring that anyone who visits can easily find the information they need and feel welcomed to engage with us.

Strengthening Governance

In 2024–25, Mediation Surrey strengthened its governance capacity through the recruitment of a dedicated Governance Trustee. This appointment reflects our commitment to maintaining the highest standards of accountability, transparency, and operational effectiveness.

Since joining, our Governance Trustee has:

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These governance developments, both completed and in progress, are reinforcing the charity’s foundations. They enable us to operate with confidence, respond effectively to challenges, and plan strategically for the future, while safeguarding the integrity of our work.

Volunteer Activities

Our volunteers are the heart and soul of our organisation. Their dedication and enthusiasm drive our mission forward, making a tangible difference in the lives of those we serve. Our volunteers have participated in various activities and events, showcasing their invaluable contributions and the vibrant community spirit they help foster.

From training sessions to celebratory gatherings, these events not only enhance the skills and knowledge of our volunteers but also strengthen the bonds within our team.

Key Highlights:

Current Volunteer Status

Volunteer Week Celebration

Training and Development

Volunteer Events:

Awards and Recognition:

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MEDIATION SURREY: Events Calendar 2024

January February March April May June
Back to Basics online
discussion by Dave		 Hate Crime info session
 Back to Basics online
discussion lead by Helen
03
3 to 6 June
National Volunteers
Week
17
Walker – Encouraging		 15
with Amanda Smith, Hate
ff f		 13
Curtis – Maintaining		 16
MECC training with Surrey
01
Volunteer Focus Group –
Participation at JPM &
Tips on Reframing		 Crime Oicer rom Surrey
Police		 Boundaries & Co-
mediating		 Community Action MS strategy
05
Volunteer Party – The
Guildford Institute
July August September October November December
Back to Basics online
l b h		 In person, Ashtead -
Understanding
Group Supervision
EDI (Equality Diversity &		 04
05
Volunteer Xmas
Celebrations –
Reigate & Banstead
Waverley
30
discussion ed y Heater
 13
Autism. Rebecca Duffus,		 3 &

/Reflective Practise for		 14
Inclusion) online training
Kearon – Supervision – Its
all about me!		 Author of Autism & Me 14
Community Mediators
Volunteer Xmas
Celebrations –
30
Mediation Surrey AGM		 26
Woking
27
Elmbridge

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What’s planned for 25/26

As we enter the next phase of our growth as a charity, we recognise the need to adapt and diversify. While we continue to develop and enhance our four services, we are also exploring new income streams to ensure the long-term sustainability of our work. Our aim is to remain a proactive, consistent, and reliable service with a strong reputation for achieving successful outcomes.

Trustees:

Volunteers:

Operational Team:

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Services:

Cases:

Partners:

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Financial Review

a. Going concern

After making appropriate enquiries, the Trustees have a reasonable expectation that the Charity has adequate resources to continue in operational existence for the foreseeable future. For this reason, they continue to adopt the going concern basis in preparing the financial statements. Further details regarding the adoption of the going concern basis can be found in the accounting policies.

b. Reserves policy

Mediation Surrey’s target level of reserves is informed by:

At a board meeting in July 2023, it was decided, in view of the normalisation of operations after COVID, to reduce the target amount based on this information and using the rationale above, from nine months’ to five months’ worth of expenses for the foreseeable future.

The following funds were designated from unrestricted reserves:

Funding shortfall/Redundancy/winding up costs: £95,000 (5 months of annual budgeted expense of £227,000 for 25/26) New Projects £0 Total designated unrestricted reserves £95,000 Total restricted reserves £0 Total designated and restricted reserves £95,000

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c. Review of the charity's financial position

There was no significant change in financial position in 2024-5. Income was marginally higher at £216k, while expenditure rose by £10k, resulting in a deficit of £8k, significantly under budget. This demonstrated the continuing ability of the charity to tightly manage costs. The charity finished the year with total funds of £182k of which £95k is designated for wind up costs leaving available funds of £87k. However, the context remains challenging. Our public sector partners are facing continued funding pressures while the charity's ability to maintain service levels without increasing expenditure is severely limited. We are budgeting for a larger deficit in 2025-6, which will further erode our level of available funds.

d. Principal risks

The main risks faced by the charity identified in are risk review are:

Steps are being taken by the Board to address these key risks in 2025.

e. Principal funding

The charity receives a significant proportion of its annual funding via a grant from the Office of the Police and Crime Commissioner in Surrey.

Family mediation income is derived from payment from users of the service.

Funding is also received via grants from local borough councils in Surrey, housing associations such as Raven Housing Trust.

Structure, governance, and management

Constitution

Mediation Surrey CIO is a registered charity, number 1184469, and is constituted under a Trust deed.

Methods of appointment or election of Trustees

The constitution of the charity provides that vacancies may be filled by a simple majority decision of the members of the charity at an AGM or by a simple majority of the trustees of the charity.

All prospective trustees are interviewed by at least 2 trustees prior to being proposed for election.

Signed by:

19-Oct-2025

Chris Iley CHAIR

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INDEPENDENT EXAMINERS' REPORT

Independent examiner's report to the Trustees of Mediation Surrey CIO ('the Charity')

I report to the charity Trustees on my examination of the accounts of the Charity for the year ended 31 March 2025.

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 2011 Act').

I report in respect of my examination of the Charity's accounts carried out under section 145 of the 2011 Act and in carrying out my examination I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the 2011 Act.

Independent examiner's statement

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

  1. accounting records were not kept in respect of the Charity as required by section 130 of the 2011 Act; or

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

  3. the accounts do not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a 'true and fair' view which is not a matter considered as part of an independent examination.

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

This report is made solely to the Charity's Trustees, as a body, in accordance with Part 4 of the Charities (Accounts and Reports) Regulations 2008. My work has been undertaken so that I might state to the Charity's Trustees those matters I am required to state to them in an independent examiner's report and for no other purpose. To the fullest extent permitted by law, I do not accept or assume responsibility to anyone other than the Charity and the Charity's Trustees as a body, for my work or for this report.

Signed: Dated: 27-Oct-2025

Janice Matthews FCA

Menzies LLP

Chartered Accountants Magna House 18-32 London Road Staines-Upon-Thames TW18 4BP

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MEDIATION SURREY CIO

STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 MARCH 2025

Note
Income from:
Donations and legacies
3
Charitable activities
4
Investments
5
Total income
Expenditure on:
Charitable activities
6,7
Total expenditure
Net movement in funds
Reconciliation of funds:
Total funds brought forward
Net movement in funds
Total funds carried forward		 Restricted
funds
2025
£
-
-
-
-
7,071
7,071
(7,071)
7,071
(7,071)
-		 Unrestricted
funds
2025
£
167,619
41,853
7,057
216,529
217,342
217,342
(813)
182,685
(813)
181,872		 Total
funds
2025
£
167,619
41,853
7,057
216,529
224,413
224,413
(7,884)
189,756
(7,884)
181,872		 Total
funds
2024
£
175,540
30,966
3,919
210,425
214,455
214,455
(4,030)
193,786
(4,030)
189,756

The Statement of financial activities includes all gains and losses recognised in the year.

The notes on pages 27 to 35 form part of these financial statements.

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MEDIATION SURREY CIO

BALANCE SHEET AS AT 31 MARCH 2025

Note
Current assets
Debtors
11
Investments
12
Cash at bank and in hand
Current liabilities
Creditors: amounts falling due within one year
13
Net current assets
Total net assets
Charity funds
Restricted funds
14
Unrestricted funds
14
Total funds		 1,048
47,268
141,271
189,587
(7,715)		 2025
£
181,872
181,872
-
181,872
181,872		 1,515
-
200,497
202,012
(12,256)		 2024
£
189,756
189,756
7,071
182,685
189,756

The financial statements were approved and authorised for issue by the Trustees and signed on their behalf by:

................................................

C Iley Chair 19-Oct-2025 Date:

The notes on pages 27 to 35 form part of these financial statements.

Page 26

Docusign Envelope ID: D2BA498D-EE2A-4D43-97E4-7576408F9494

MEDIATION SURREY CIO

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025

1. General information

Mediation Surrey CIO is a Charitable incorporated organisation that has been registered since 17th July 2019. It offers community mediation, family mediation, intergenerational mediation and anti social behaviour support coaching services in the county of Surrey. See page 1 for all reference and administrative details of the charity.

2. Accounting policies

2.1 Basis of preparation of financial statements

The financial statements have been prepared in accordance with the Charities SORP (FRS 102) - Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019), the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) and the Charities Act 2011.

The financial statements have been prepared to give a 'true and fair' view and have departed from the Charities (Accounts and Reports) Regulations 2008 only to the extent required to provide a 'true and fair' view. This departure has involved following the Charities SORP (FRS 102) published in October 2019 rather than the Accounting and Reporting by Charities: Statement of Recommended Practice effective from 1 April 2005 which has since been withdrawn.

Mediation Surrey CIO meets the definition of a public benefit entity under FRS 102. Assets and liabilities are initially recognised at historical cost or transaction value unless otherwise stated in the relevant accounting policy.

2.2 Going concern

After making appropriate enquiries, the Trustees have a reasonable expectation that the Charity has adequate resources to continue in operational existence for the foreseeable future. For this reason, they continue to adopt the going concern basis in preparing the financial statements.

2.3 Income

All income is recognised once the Charity has entitlement to the income, it is probable that the income will be received and the amount of income receivable can be measured reliably.

The recognition of income from legacies is dependent on establishing entitlement, the probability of receipt and the ability to estimate with sufficient accuracy the amount receivable. Evidence of entitlement to a legacy exists when the Charity has sufficient evidence that a gift has been left to them (through knowledge of the existence of a valid will and the death of the benefactor) and the executor is satisfied that the property in question will not be required to satisfy claims in the estate. Receipt of a legacy must be recognised when it is probable that it will be received and the fair value of the amount receivable, which will generally be the expected cash amount to be distributed to the Charity, can be reliably measured.

Grants are included in the statement of financial activities on a receivable basis. The balance of income received for specific purposes but not expended during the period is shown in the relevant funds on the balance sheet. Where income is received in advance of entitlement of receipt, its recognition is deferred and included in creditors as deferred income. Where entitlement occurs before income is received, the income is accrued.

Income tax recoverable in relation to investment income is recognised at the time the investment income is receivable.

Other income is recognised in the period in which it is receivable and to the extent the goods have been provided or on completion of the service.

Page 27

Docusign Envelope ID: D2BA498D-EE2A-4D43-97E4-7576408F9494

MEDIATION SURREY CIO

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025

2. Accounting policies (continued)

2.4 Expenditure

Expenditure is recognised once there is a legal or constructive obligation to transfer economic benefit to a third party, it is probable that a transfer of economic benefits will be required in settlement and the amount of the obligation can be measured reliably. Expenditure is classified by activity. The costs of each activity are made up of the total of direct costs and shared costs, including support costs involved in undertaking each activity. Direct costs attributable to a single activity are allocated directly to that activity. Shared costs which contribute to more than one activity and support costs which are not attributable to a single activity are apportioned between those activities on a basis consistent with the use of resources. Central staff costs are allocated on the basis of time spent, and depreciation charges allocated on the portion of the asset’s use.

Expenditure on charitable activities is incurred on directly undertaking the activities which further the Charity's objectives, as well as any associated support costs.

All expenditure is inclusive of irrecoverable VAT.

2.5 Interest receivable

Interest on funds held on deposit is included when receivable and the amount can be measured reliably by the Charity; this is normally upon notification of the interest paid or payable by the institution with whom the funds are deposited.

2.6 Debtors

Trade and other debtors are recognised at the settlement amount after any trade discount offered. Prepayments are valued at the amount prepaid net of any trade discounts due.

2.7 Liabilities and provisions

Liabilities are recognised when there is an obligation at the balance sheet date as a result of a past event, it is probable that a transfer of economic benefit will be required in settlement, and the amount of the settlement can be estimated reliably.

Liabilities are recognised at the amount that the Charity anticipates it will pay to settle the debt or the amount it has received as advanced payments for the goods or services it must provide.

Provisions are measured at the best estimate of the amounts required to settle the obligation. Where the effect of the time value of money is material, the provision is based on the present value of those amounts, discounted at the pre-tax discount rate that reflects the risks specific to the liability. The unwinding of the discount is recognised in the statement of financial activities as a finance cost.

2.8 Financial instruments

The Charity only has financial assets and financial liabilities of a kind that qualify as basic financial instruments. Basic financial instruments are initially recognised at transaction value and subsequently measured at their settlement value with the exception of bank loans which are subsequently measured at amortised cost using the effective interest method.

2.9 Pensions

The Charity operates a defined contribution pension scheme and the pension charge represents the amounts payable by the Charity to the fund in respect of the year.

Page 28

Docusign Envelope ID: D2BA498D-EE2A-4D43-97E4-7576408F9494

MEDIATION SURREY CIO

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025

2. Accounting policies (continued)

2.10 Fund accounting

General funds are unrestricted funds which are available for use at the discretion of the Trustees in furtherance of the general objectives of the Charity and which have not been designated for other purposes.

Designated funds comprise unrestricted funds that have been set aside by the Trustees for particular purposes. The aim and use of each designated fund is set out in the notes to the financial statements.

Restricted funds are funds which are to be used in accordance with specific restrictions imposed by donors or which have been raised by the Charity for particular purposes. The costs of raising and administering such funds are charged against the specific fund. The aim and use of each restricted fund is set out in the notes to the financial statements.

Investment income, gains and losses are allocated to the appropriate fund.

3. Income from donations and legacies

Donations
Total 2024		 Restricted
funds
2025
£
-
20,000		 Unrestricted
funds
2025
£
167,619
155,540		 Total
funds
2025
£
167,619
175,540		 Total
funds
2024
£
175,540

4. Income from charitable activities

Income from charitable activities
Total 2024		 Unrestricted
funds
2025
£
41,853
30,966		 Total
funds
2025
£
41,853
30,966		 Total
funds
2024
£
30,966

Page 29

Docusign Envelope ID: D2BA498D-EE2A-4D43-97E4-7576408F9494

MEDIATION SURREY CIO

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025

5. Interest receivable

Interest receivable
Total 2024		 Unrestricted
funds
2025
£
7,057
3,919		 Total
funds
2025
£
7,057
3,919		 Total
funds
2024
£
3,919

6. Analysis of expenditure on charitable activities

Summary by fund type

Direct costs
Total 2024
Analysis of expenditure by activities
Direct costs
Total 2024		 Restricted
funds
2025
£
7,071
12,929
Activities
undertaken
directly
2025
£
42,311
50,457		 Unrestricted
funds
2025
£
217,342
201,526
Support
costs
2025
£
182,102
163,998		 Total
2025
£
224,413
214,455
Total
funds
2025
£
224,413
214,455		 Total
2024
£
214,455
Total
funds
2024
£
214,455

7. Analysis of expenditure by activities

Page 30

Docusign Envelope ID: D2BA498D-EE2A-4D43-97E4-7576408F9494

MEDIATION SURREY CIO

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025

7. Analysis of expenditure by activities (continued)

Analysis of support costs

Staff costs
Advertising
IT costs
Subscriptions
Telephone
Printing, postage and stationery
Entertainment
Room hire
Website costs
Insurance
Other professional services
Audit & Accountancy
Travel and accommodation
Bank charges
Miscellaneous expenses
Total 2024		 Activities
2025
£
132,687
12,162
11,809
815
2,658
251
241
967
619
1,826
1,056
8,677
1,550
119
6,665
182,102
163,998		 Total
funds
2025
£
132,687
12,162
11,809
815
2,658
251
241
967
619
1,826
1,056
8,677
1,550
119
6,665
182,102
163,998		 Total
funds
2024
£
129,170
1,740
10,206
933
2,683
275
534
660
545
1,016
2,120
8,298
943
129
4,746
163,998

8. Independent examiner's remuneration

The independent examiner's remuneration amounts to an independent examiner and accounts preparation fee of £3,915 ( 2024 - £3,625 ).

9. Staff costs

Wages and salaries
Social security costs
Contribution to defined contribution pension schemes		 2025
£
139,571
5,433
1,971
146,975		 2024
£
142,926
5,407
1,949
150,282

Page 31

Docusign Envelope ID: D2BA498D-EE2A-4D43-97E4-7576408F9494

MEDIATION SURREY CIO

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025

9. Staff costs (continued)

The average number of persons employed by the Charity during the year was as follows:

2025 2024
No. No.
7 8

No employee received remuneration amounting to more than £60,000 in either year.

During the year, 1 individual made up key management personnel and received remuneration of £37,995 (2024 - £36,075).

10. Trustees' remuneration and expenses

During the year, no Trustees received any remuneration or other benefits (2024 - £NIL) .

During the year ended 31 March 2025, no Trustee expenses have been incurred (2024 - £NIL) .

11. Debtors

Due within one year
Trade debtors
Prepayments and accrued income		 2025
£
1,048
-
1,048		 2024
£
787
728
1,515

12. Current asset investments

2025 2024
£ £
Unlisted investments 47,268 -

Page 32

Docusign Envelope ID: D2BA498D-EE2A-4D43-97E4-7576408F9494

MEDIATION SURREY CIO

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025

13. Creditors: Amounts falling due within one year

Trade creditors
Other creditors
Accruals and deferred income		 2025
£
2,971
46
4,698
7,715		 2024
£
7,860
46
4,350
12,256

14. Statement of funds

Statement of funds - current year

Unrestricted funds
Designated funds
Redundancies/ wind up cost
General funds
General Funds
Total Unrestricted funds
Restricted funds
IG
Total of funds		 Balance at 1
April 2024
£
95,000
87,685
182,685
7,071
189,756		 Income
£
-
216,529
216,529
-
216,529		 Expenditure
£
-
(217,342)
(217,342)
(7,071)
(224,413)		 Balance at 31
March 2025
£
95,000
86,872
181,872
-
181,872

Page 33

Docusign Envelope ID: D2BA498D-EE2A-4D43-97E4-7576408F9494

MEDIATION SURREY CIO

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025

14. Statement of funds (continued)

Statement of funds - prior year

Unrestricted funds
Designated funds
Redundancies/ wind up cost
General funds
General Funds
Total Unrestricted funds
Restricted funds
University Project
IG
Total of funds		 Balance at
1 April 2023
£
140,000
53,188
193,188
598
-
598
193,786		 Income
£
-
190,425
190,425
-
20,000
20,000
210,425		 Expenditure
£
-
(201,526)
(201,526)
-
(12,929)
(12,929)
(214,455)		 Transfers
in/out
£
(45,000)
45,598
598
(598)
-
(598)
-		 Balance at
31 March
2024
£
95,000
87,685
182,685
-
7,071
7,071
189,756

Each Designated fund relates to the following:

Redundancies/ wind up cost: Funds designated specifically for redundancies.

Each Restricted fund relates to the following:

IG: Funding specifically for the delivery of intergenerational mediation.

Page 34

Docusign Envelope ID: D2BA498D-EE2A-4D43-97E4-7576408F9494

MEDIATION SURREY CIO

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025

15. Analysis of net assets between funds

Analysis of net assets between funds - current year

Current assets
Creditors due within one year
Total		 Unrestricted
funds
2025
£
189,587
(7,715)
181,872		 Total
funds
2025
£
189,587
(7,715)
181,872

Analysis of net assets between funds - prior year

Current assets
Creditors due within one year
Total		 Restricted
funds
2024
£
7,071
-
7,071		 Unrestricted
funds
2024
£
194,941
(12,256)
182,685		 Total
funds
2024
£
202,012
(12,256)
189,756

16. Related party transactions

The Charity has not entered into any related party transaction during the year, nor are there any outstanding balances owing between related parties and the Charity at 31 March 2025.

Page 35