OpenCharities

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

2024-03-31-accounts

MIGRATION POLICY & PRACTICE MIGRATION POLICY AND PRACTICE IA Charitable Incorporated Organisatinn, REPORT AND FINANCIAL STATEMENTS FOR THE PERIOD 281h NOVEMBER 2022_ 3151 MARCH 2024 CHARITY REGISTRATION NUMBER: 1201181 Pag81 of7

Barlow Cadbury Tiusl COMMUNITY FUND Trustee< Annual Report for the Perlod November 2022- Maich 2024 Migratton Pollcy and Practl¢e Address.. Unit 2, Alma House, Newtown ShoppSng Centre. Birmlngham. B19 2A8 harlty Registratlon Number.. 1201181 Trustees.. Llsa fjoodson Iremoved November 20231 Martin Holtombe Elzbieta Kardynal lappolnted January 20241 Lucy WSlklns Accountant: Sukhdeep Gill Independent Exarniner: Andy Hopklns Page2of7

Tiustees Report Structure, Governance and Management Govèrnln8 Document Migradon Policy and Practice was establlshed as a Char4table Incorporated Organlsation ICIOI on the 22. November 2022 and 15 governed by it's constitution as agreed on the 28 October 2022. Recrullment and Appointment of Trustees The Board of Trustee5 consists of no more than 10 trustees and currently comprise5 01 three memi¥ers. All are appointed at an Annu81 General Meetin8 for a three-year term but are ellgible to stand for reappolntment after thls time. Trustees seek to recrult new Members to the Board from the communitÉes it serves and from people wlth skills the Board considers appropriate and In the best interests of the organi5aion. Recruitment is through membership, by word of mouth, partnèrs, via service delivery experience and member nomination. Potential trustees are approached w5th a vlewto observing 8oard meetings and learning about the charlty before formallv joining via co-option or election at the Annual General Meeung. As a newly constituted org8nisatfon, a priorlty for thè Board is the recruitment of approprSate individuals to expand the number of Trustees, bringing new skills and experlenee to support development and expansion. Durin8 the pefiod under review, one Trustee was removed underclause 15.1 If) of the constitution.An additional Trustee was recruit8d Inductlon and Tralnin8 of Tru5tee$ The charlty aims lof its Board to include representatives of the communities it seNes, those with relevant experience. skllls and knowledge required to rnanage the legal duties. and obllgations requlred of trustees, Potentlal and newtrustees are invlied to a dlscussSon with the Manager covering the hlstory. 5trateglc objectives and current acbvity of the organisation. They are also invited to attend a 8oard Meetin8 as an observer. Each new tiustee 15 introduced to member5 of staff and provlded with Information including copses of the Constitution, its latest annual accounts once avaTrlable and other Informa￿on deemed appropriate. Governance During the year under revlew the Board of Trustees continued to review its polities, processes and workSng pratdce Or8anlsatlonal Stru¢ture The organisation Is governed by its Board of Trustees which Ss responsible for formulating strategies and policies Including the approval of budgets and annual accounts. Trustees have delegated day-to-day control of the charity's operations to the Manager assisted by staff members where approprlate. Page3of7

Oblecllves of the Charity The objectives of the Charity are Set out In Its constitution.. supportin8 coordinatlon, communication and collaboration between organisatfon5 working with migrants within the West Midlands region and elsewhere in the UK,. systematically collating evldence of need and best practice in the West Mldlands reglon and elsewhere in the UK to Imp¥ove 5ervi¢e5 lo, and the integrètion of, rnigrants,. facllltafjn8 the development of a collective volce to ralse awarenèss among pollcymaker5 and other siakeholders. Summary of Maln A¢iivlty This has been a challenging. but exciting period, for the charity as we transiyoned frorn bÉine a fuTrded tharitable project hosted by 8irmln8harn SettleMe￿t to operating 3$ an Independent CIO sn our own r¢8ht. Although we have expÈrienced difficulties in the process, the flemiblllty and comrnitment of ourstaff and across the sector has allowed us to develop as a hub to support policy and practice for the rnigration sector In the region. Durin8 the period, one of our Trustees had to be removed. whlch due to the small overall numberi presented difficulties In arranging meeting5 whith were quorate. We have now recruited addltional members whlch will be reflected in the next annual report and has allowed more effective governan£e to take place. We are Bfateful to our staff and Trustee5 for thelr patience and support in managing this period. The iden￿ficatiOn and recruStment of additional Trustees remains a key PTiority for the chaflty, to provide 5tron8er oversight, expert5se and lived experience a5 well as reducing the impact on existing 8oard Members. Supporting Cooidlnatlon, Communlcatfjon and Collaboratlon We have continued to progress thedeveloprnent of a Regional Migration network, bringingtogether both groups froTn speclallst rnigratron support organisation5 and those from the wlder voluntary sector in order to ègree current priorities, develop actlons and discuss best pracdce. The Network comprises of Four linked meetif>gs covering four broad thematic areas.. Rights, Health, Opportunitie5 and Co[￿M￿nitieS that all take place on a regular xhedule. All meetings conknnue to generate useful dlscussions and sharlng of best practice. wlth each now developing different airns and priorities but with the overall aim of developing of a shared pathway of support for migrants, helping to achieve effective settlement In the reglon. Each thematit meeting group is now chaired by representative from another sector organisation. helping to establish the broad nature of our work and drive collaborative discussion. Durin8 this period, we have held a total ot 36 meetin85 across the MigraThon Network and have 180 diffe￿￿t organisations engaged in our work through regular attendance at mee￿ngs, subscript*on to matling lists and updates as well as partnership workin8. We have also recruited to a Coordinator (Outreach and Engagement) role, funded throu8h Birmlngham Cltv Council for a period of twelve months. The successful candidate started In p05t in March 2024 and wlll be re5ponslble for supporting the coordination of attivities for asylum seekers resident in hote15 and contingencv ètcommodadon across Blrmlngham. This wlll provide a crucSal addl￿ONal resource to the sector to support thi5 cohort. Pag84of7

Collating Evidence We conducted a series of focus Eroup events across the West ThAtdlands wtth mlgrants at various 51ages o-, settlement in order to better uTrderstand the barrlers faced in building new live5 in the re&on. This 15 an annual process which allows us to Identify new issues and measure changes across the Sector and we are grateful to our funders for enabllng this to take place. Outreach work during this period generated higher levels of engagernent with migrants than activity conducted in previous¥ears. We were pleased that outreach was conducted more widely with sesstons taklng place In more lotaions iftthe Black Country. We also spoke to a numberof particularly marginalised groups, inclvdine members of the LGgTQ+ communit¥ who were seekin8 asylum. We were also pleased to en8a8e with groups from Hong Kong who gave a perspective of barriers faced by those newly arrived. brtany participants were grateful forthe en8a8ement and being ableto share thelr stories and the difflculties thev have experienced. Their view5 have ensured that the Ilnal wrStten document produced tentred the volces of mS8rants and produted a more Smpactive report. They were also pleased that the report will be used to develop action amongst a network of organisations and partners with the aim of prOd￿C￿n8 meanln8fsJl change and support. The linal report was released in January 2024 both on our website and d1￿ctlY to partners on our rnalling1ists. It w3s also publicised on OUT social media channel$ and shared through partner network5. Engagement from partners was strong. the report was downloaded over 150 t(mes In the first sta8e of release. Oevelopment of a Colledve Voice We have contynued to pursue greater links between organisations worklng with migrants and the wSder thlrd sector in order to raise awareness ol key issues and develop opportunitie5 for collaboration and loint advocacy. Duringthis perlod we have been engaged as membersol a numberofforums includlngaselected representatives of two Integrated Care Boards IBirmingh3m and so11h￿Illwe5t Birmlngham and Black Country) and as a member of the Living Well Consortium. We also continue to attend and contribute to other forums run by local authorlties including the Birmin8ham City ol Sanctuary Partnership, BirrnSn8ham hrtigration Forum and the West Midlands Strategic Migration Partnershlp. During the perlod we were also 8rateful to be invited to contribute as a key parknclpant to one of the Local Engagernént Hearing5 for the Comm15sIon on the Integration of Refugees, convened by the Woolf Instltutè, Cambridge as well as making a submissson to the fi'nal report. Trustees Re$ponslbllltles In Relation to the Flnanclal Statements The charlty trustee5 are responsible for preparing an annual ￿port and frnancial Statements accordance wlth applicable law and United Kingdom Accounting Standards Iunlted Kingdom Generally A¢tepted AccoÈtrnting Practice) The law appllcable to charlties in En8land and Wales requires the charity trusrees to prepare linantial statements lor each year which Èlve a true and fair view of the state of affair5 and of the incomlng resources and application ol those of the charity lor that period. The trustees are responsible lor keeping proper accounting records that dlsclose wlth reasonable accurary of the thnancial poslfjon of the charity and to enable them to ensure that Ihe ftnanclal st3tements comply with Ihe Charlties Act 1993, the Chartty IAccounts and Reports) Re8ulations 2018 and the provisions of the trust deed. They awe also responsible lor safeguarding the assets of the chaylty and hence taking feasonable steps forthe prevention and detection of Fraud and other Irregularitres. Page5of7

FlnaDclal Summary We have received a total of £106,097 in fundlng during the period. The majority of thi5, £86,097 is unrestricted funding. and weare8rateful tothe 8arrowCadburyTrust and National Lottery Community Fund forthelr support. The rernainder of E20,000 Is re5tricred funding comprised of the ftrst tranche of payment from Birmlngham Clty Council to fund a coordSnator role. Current funding options are limited as the organlsation wa5 classed as a new start up and reQui￿d to demonstrate 12 months of independent financial accounts to meet elSgibllity requirements for many funds. The fact that the organisation does not deliver front-line services also reduces eligibillty under many current criteria. Reserves Polkv As a new organlsatton. It Is our pollcy to commence bvlldiag reserve5 to equal three months operarfn8 costs as soon as possible. Approved by the Board of Trustees on 3. and slgned o its behalf by Martin Holcombe- Chalr Cuvv) C, Page6of7

ratlon Polic and Practlc8 1201181 ments accounts Recei ts and CC16a or e perio from 22-Nov-22 31-Mar-24 Section A Receipts and payments Unre$tllGted funds Io ihty nèfgFt Rostricled fund$ Endowmonl funds Total fund$ Last ytrar to nè•rost£ to Ihl nearo6t£ tothg nearest E lo the neBr¥J¢£ A1 Rscel ts Grani Funding Bfj.097 20,000 Sub total(Gross Income for AR) 86,097 20,000 IlJS,097 A2 A58et and Investment $alÈ$, IsÈe tablel. Sub total Total recelpts 106,097 A3Pa ments D4recl proieci matorials Slathny cosls Silè offlce eosis 16 41,963 5,328 406 217 650 16 41,983 S,328 Subscripllon$ bAnk Ch￿65 PutAiEityand marketin 217 50 Sub total A4 Asset and Inv•strnent urcha$es, see table Sub total Total payments Net of receipts/{payments) A5 Transfers bgtween funds A8 Cash funds last yeai Ond Cash funds Ihls year•nd Section B Statement of assets and liabilities at the end of the period Unrestrlctgd funds lo noar4t£ 37,496 RÈ$trlcted fund$ Endowment funds lo ne3rost Bl Cash funds Unity8ank Accounl 20,000 Total cash funds 37,498 Signed by ong or iwo trustees on b8half of all th8 Iruslees nature Print Name Date ol val IIUaVlAAA

MIGRATION POLICY & PRACTICE MIGRATION POLICY AND PRACTICE IA Charitable Incorporated Organisatinn, REPORT AND FINANCIAL STATEMENTS FOR THE PERIOD 281h NOVEMBER 2022_ 3151 MARCH 2024 CHARITY REGISTRATION NUMBER: 1201181 Pag81 of7

Barlow Cadbury Tiusl COMMUNITY FUND Trustee< Annual Report for the Perlod November 2022- Maich 2024 Migratton Pollcy and Practl¢e Address.. Unit 2, Alma House, Newtown ShoppSng Centre. Birmlngham. B19 2A8 harlty Registratlon Number.. 1201181 Trustees.. Llsa fjoodson Iremoved November 20231 Martin Holtombe Elzbieta Kardynal lappolnted January 20241 Lucy WSlklns Accountant: Sukhdeep Gill Independent Exarniner: Andy Hopklns Page2of7

Tiustees Report Structure, Governance and Management Govèrnln8 Document Migradon Policy and Practice was establlshed as a Char4table Incorporated Organlsation ICIOI on the 22. November 2022 and 15 governed by it's constitution as agreed on the 28 October 2022. Recrullment and Appointment of Trustees The Board of Trustee5 consists of no more than 10 trustees and currently comprise5 01 three memi¥ers. All are appointed at an Annu81 General Meetin8 for a three-year term but are ellgible to stand for reappolntment after thls time. Trustees seek to recrult new Members to the Board from the communitÉes it serves and from people wlth skills the Board considers appropriate and In the best interests of the organi5aion. Recruitment is through membership, by word of mouth, partnèrs, via service delivery experience and member nomination. Potential trustees are approached w5th a vlewto observing 8oard meetings and learning about the charlty before formallv joining via co-option or election at the Annual General Meeung. As a newly constituted org8nisatfon, a priorlty for thè Board is the recruitment of approprSate individuals to expand the number of Trustees, bringing new skills and experlenee to support development and expansion. Durin8 the pefiod under review, one Trustee was removed underclause 15.1 If) of the constitution.An additional Trustee was recruit8d Inductlon and Tralnin8 of Tru5tee$ The charlty aims lof its Board to include representatives of the communities it seNes, those with relevant experience. skllls and knowledge required to rnanage the legal duties. and obllgations requlred of trustees, Potentlal and newtrustees are invlied to a dlscussSon with the Manager covering the hlstory. 5trateglc objectives and current acbvity of the organisation. They are also invited to attend a 8oard Meetin8 as an observer. Each new tiustee 15 introduced to member5 of staff and provlded with Information including copses of the Constitution, its latest annual accounts once avaTrlable and other Informa￿on deemed appropriate. Governance During the year under revlew the Board of Trustees continued to review its polities, processes and workSng pratdce Or8anlsatlonal Stru¢ture The organisation Is governed by its Board of Trustees which Ss responsible for formulating strategies and policies Including the approval of budgets and annual accounts. Trustees have delegated day-to-day control of the charity's operations to the Manager assisted by staff members where approprlate. Page3of7

Oblecllves of the Charity The objectives of the Charity are Set out In Its constitution.. supportin8 coordinatlon, communication and collaboration between organisatfon5 working with migrants within the West Midlands region and elsewhere in the UK,. systematically collating evldence of need and best practice in the West Mldlands reglon and elsewhere in the UK to Imp¥ove 5ervi¢e5 lo, and the integrètion of, rnigrants,. facllltafjn8 the development of a collective volce to ralse awarenèss among pollcymaker5 and other siakeholders. Summary of Maln A¢iivlty This has been a challenging. but exciting period, for the charity as we transiyoned frorn bÉine a fuTrded tharitable project hosted by 8irmln8harn SettleMe￿t to operating 3$ an Independent CIO sn our own r¢8ht. Although we have expÈrienced difficulties in the process, the flemiblllty and comrnitment of ourstaff and across the sector has allowed us to develop as a hub to support policy and practice for the rnigration sector In the region. Durin8 the period, one of our Trustees had to be removed. whlch due to the small overall numberi presented difficulties In arranging meeting5 whith were quorate. We have now recruited addltional members whlch will be reflected in the next annual report and has allowed more effective governan£e to take place. We are Bfateful to our staff and Trustee5 for thelr patience and support in managing this period. The iden￿ficatiOn and recruStment of additional Trustees remains a key PTiority for the chaflty, to provide 5tron8er oversight, expert5se and lived experience a5 well as reducing the impact on existing 8oard Members. Supporting Cooidlnatlon, Communlcatfjon and Collaboratlon We have continued to progress thedeveloprnent of a Regional Migration network, bringingtogether both groups froTn speclallst rnigratron support organisation5 and those from the wlder voluntary sector in order to ègree current priorities, develop actlons and discuss best pracdce. The Network comprises of Four linked meetif>gs covering four broad thematic areas.. Rights, Health, Opportunitie5 and Co[￿M￿nitieS that all take place on a regular xhedule. All meetings conknnue to generate useful dlscussions and sharlng of best practice. wlth each now developing different airns and priorities but with the overall aim of developing of a shared pathway of support for migrants, helping to achieve effective settlement In the reglon. Each thematit meeting group is now chaired by representative from another sector organisation. helping to establish the broad nature of our work and drive collaborative discussion. Durin8 this period, we have held a total ot 36 meetin85 across the MigraThon Network and have 180 diffe￿￿t organisations engaged in our work through regular attendance at mee￿ngs, subscript*on to matling lists and updates as well as partnership workin8. We have also recruited to a Coordinator (Outreach and Engagement) role, funded throu8h Birmlngham Cltv Council for a period of twelve months. The successful candidate started In p05t in March 2024 and wlll be re5ponslble for supporting the coordination of attivities for asylum seekers resident in hote15 and contingencv ètcommodadon across Blrmlngham. This wlll provide a crucSal addl￿ONal resource to the sector to support thi5 cohort. Pag84of7

Collating Evidence We conducted a series of focus Eroup events across the West ThAtdlands wtth mlgrants at various 51ages o-, settlement in order to better uTrderstand the barrlers faced in building new live5 in the re&on. This 15 an annual process which allows us to Identify new issues and measure changes across the Sector and we are grateful to our funders for enabllng this to take place. Outreach work during this period generated higher levels of engagernent with migrants than activity conducted in previous¥ears. We were pleased that outreach was conducted more widely with sesstons taklng place In more lotaions iftthe Black Country. We also spoke to a numberof particularly marginalised groups, inclvdine members of the LGgTQ+ communit¥ who were seekin8 asylum. We were also pleased to en8a8e with groups from Hong Kong who gave a perspective of barriers faced by those newly arrived. brtany participants were grateful forthe en8a8ement and being ableto share thelr stories and the difflculties thev have experienced. Their view5 have ensured that the Ilnal wrStten document produced tentred the volces of mS8rants and produted a more Smpactive report. They were also pleased that the report will be used to develop action amongst a network of organisations and partners with the aim of prOd￿C￿n8 meanln8fsJl change and support. The linal report was released in January 2024 both on our website and d1￿ctlY to partners on our rnalling1ists. It w3s also publicised on OUT social media channel$ and shared through partner network5. Engagement from partners was strong. the report was downloaded over 150 t(mes In the first sta8e of release. Oevelopment of a Colledve Voice We have contynued to pursue greater links between organisations worklng with migrants and the wSder thlrd sector in order to raise awareness ol key issues and develop opportunitie5 for collaboration and loint advocacy. Duringthis perlod we have been engaged as membersol a numberofforums includlngaselected representatives of two Integrated Care Boards IBirmingh3m and so11h￿Illwe5t Birmlngham and Black Country) and as a member of the Living Well Consortium. We also continue to attend and contribute to other forums run by local authorlties including the Birmin8ham City ol Sanctuary Partnership, BirrnSn8ham hrtigration Forum and the West Midlands Strategic Migration Partnershlp. During the perlod we were also 8rateful to be invited to contribute as a key parknclpant to one of the Local Engagernént Hearing5 for the Comm15sIon on the Integration of Refugees, convened by the Woolf Instltutè, Cambridge as well as making a submissson to the fi'nal report. Trustees Re$ponslbllltles In Relation to the Flnanclal Statements The charlty trustee5 are responsible for preparing an annual ￿port and frnancial Statements accordance wlth applicable law and United Kingdom Accounting Standards Iunlted Kingdom Generally A¢tepted AccoÈtrnting Practice) The law appllcable to charlties in En8land and Wales requires the charity trusrees to prepare linantial statements lor each year which Èlve a true and fair view of the state of affair5 and of the incomlng resources and application ol those of the charity lor that period. The trustees are responsible lor keeping proper accounting records that dlsclose wlth reasonable accurary of the thnancial poslfjon of the charity and to enable them to ensure that Ihe ftnanclal st3tements comply with Ihe Charlties Act 1993, the Chartty IAccounts and Reports) Re8ulations 2018 and the provisions of the trust deed. They awe also responsible lor safeguarding the assets of the chaylty and hence taking feasonable steps forthe prevention and detection of Fraud and other Irregularitres. Page5of7

FlnaDclal Summary We have received a total of £106,097 in fundlng during the period. The majority of thi5, £86,097 is unrestricted funding. and weare8rateful tothe 8arrowCadburyTrust and National Lottery Community Fund forthelr support. The rernainder of E20,000 Is re5tricred funding comprised of the ftrst tranche of payment from Birmlngham Clty Council to fund a coordSnator role. Current funding options are limited as the organlsation wa5 classed as a new start up and reQui￿d to demonstrate 12 months of independent financial accounts to meet elSgibllity requirements for many funds. The fact that the organisation does not deliver front-line services also reduces eligibillty under many current criteria. Reserves Polkv As a new organlsatton. It Is our pollcy to commence bvlldiag reserve5 to equal three months operarfn8 costs as soon as possible. Approved by the Board of Trustees on 3. and slgned o its behalf by Martin Holcombe- Chalr Cuvv) C, Page6of7

ratlon Polic and Practlc8 1201181 ments accounts Recei ts and CC16a or e perio from 22-Nov-22 31-Mar-24 Section A Receipts and payments Unre$tllGted funds Io ihty nèfgFt Rostricled fund$ Endowmonl funds Total fund$ Last ytrar to nè•rost£ to Ihl nearo6t£ tothg nearest E lo the neBr¥J¢£ A1 Rscel ts Grani Funding Bfj.097 20,000 Sub total(Gross Income for AR) 86,097 20,000 IlJS,097 A2 A58et and Investment $alÈ$, IsÈe tablel. Sub total Total recelpts 106,097 A3Pa ments D4recl proieci matorials Slathny cosls Silè offlce eosis 16 41,963 5,328 406 217 650 16 41,983 S,328 Subscripllon$ bAnk Ch￿65 PutAiEityand marketin 217 50 Sub total A4 Asset and Inv•strnent urcha$es, see table Sub total Total payments Net of receipts/{payments) A5 Transfers bgtween funds A8 Cash funds last yeai Ond Cash funds Ihls year•nd Section B Statement of assets and liabilities at the end of the period Unrestrlctgd funds lo noar4t£ 37,496 RÈ$trlcted fund$ Endowment funds lo ne3rost Bl Cash funds Unity8ank Accounl 20,000 Total cash funds 37,498 Signed by ong or iwo trustees on b8half of all th8 Iruslees nature Print Name Date ol val IIUaVlAAA

Independent examiner's report on the accounts

Section A Independent Examiner’s Report

Report to the trustees
On accounts for the year
ended
Set out on pages
Charity Name
Migration Policy and Practice
Charity Name
Migration Policy and Practice
Charity Name
Migration Policy and Practice
November 2022 to March 2024 (first
year of accounts)
Charity no 1201181
1

I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31/03/2024

Responsibilities and As the charity's trustees, you are responsible for the preparation of the basis of report 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 I have completed my examination. I confirm that no material matters have examiner's statement come to my attention in connection with the examination which gives me cause to believe that in, any material respect:

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.

Date: 29[th] January 2025 Signed: Name:[Andrew Hopkins ] Address:[Birmingham Voluntary Services Council ]

1 Oct 2018

IER

[Latham House, 33 – 34 Paradise Street ]

[Birmingham, B1 2AJ ]

Oct 2018

IER

2