**Marlow Ukraine Collective : Trustees Annual Report for the period 2[nd] May 2023 to 31[st] March 2024.** 

**Registration Number : 1202913 Registration Date : 2[nd] May 2023 Address** : **One Stable Cottages Temple Lane Temple Marlow SL7 1SA** 

## **Charitable Form : Charitable Incorporated Organisation (CIO)** 

## **Introduction** 

Marlow Ukraine Collective (MUC) for the period 2[nd] May 2023 (date of our CIO registration) to 31[st] March 2024. This is our first annual report, following the formation of the charity. The financial statements have been prepared in accordance with the accounting policies set out in note 1 to the accounts and comply with the charity’s constitution and the requirements of the Charities Act 2011. 

## **Charity Structure** 

The charity is constituted under our governing document as a Charitable Incorporated Organisation which was originally registered on 2[nd] May 2023 . The Trustees that were appointed at the formation of the charity remain in place. The Trustees meet approximately quarterly to review the strategy and areas of activity for the charity, including consideration for any upcoming significant expenditure, fundraising activities, awareness raising, welfare issues for the Ukrainian community and any requirement for policies and procedures (such as Volunteers Code and Conduct, Safeguarding and Financial Controls) 

Our Purpose is “to relieve the needs of the Ukrainians granted refugee status under the Homes for Ukraine or Family Scheme and their hosts in Greater 




day to day living.” 

## **Formation** 

The initial stages of the formation of the MUC prior to registration were as follows: 

- a) families following the Russian invasion of Ukraine on 24[th] February 2022. 

- b) Working closely with Marlow Refugee Action (MRA) while the charity registration process occurred, we continued to support the needs of the community. 

- c) We were approved by the Charities Commission as a CIO and became a registered charity on 2[nd] May 2023. 

## **Aims and Objectives** 

We remain focused on our original objectives from the beginning of the Ukrainian crisis, namely: 

under the Homes for Ukraine or Family Scheme in Greater Marlow, primarily but not exclusively through providing or assisting in the provision of: 

- a) Advice, practical support services and information to assist them to adapt within a new community; 

- b) 

- c) Recreational and leisure activities provided in the interests of social welfare designed to improve their conditions of life; 

- d) Advice and guidance to hosts or those interested in hosting; 

- e) Education and training in the English Language 

- f) Signposting to other organisations where appropriate. 




## **Achievements and Performance** 

Our key achievements over the period of this report are: 

- 1) In response to the refugee crisis which developed as a result of Russia’s invasion of Ukraine in February 2022 we worked informally and closely with Marlow Refugee Action (registration number:1180428) to achieve our purpose to support families in the Greater Marlow area under the two schemes established by the government, the Homes for Ukraine Scheme and the Ukraine Family Scheme. 

With our joint purpose and prior to the establishment of our own registered charity on 2[nd] May 2023 , MRA managed and accounted for all incoming donations made by the Marlow community and we agreed that this arrangement would cease upon our charity and associated banking arrangements becoming enacted. 

All fundraising to meet the needs of the Marlow Ukrainian community was placed in restricted funds and this balance was transferred to MUC as soon as our banking arrangements were finalised and a net amount of £18,864.42 was transferred to our Lloyds Treasurer Bank account on 3[rd] October 2023 as an opening balance. 

From this date it was agreed that MUC would fully report and account for all activities, income and payments according to our purpose and the analysis for this report and attached accounts is for this period. We understand MRA will report and account for any income and payments prior to this date in their relevant filings. 

## **Receipts** 

- 2) During the relevant period a further total of £15,232.38 was raised and reported as income received. The majority of this income was raised by virtue of a single individual benefactor, but funds were also received from Bisham District Church, the All England Lawn Tennis Association (via a request by a speaker) and Little Marlow Fete and Women’s Institute. 

- 3) Due to the healthy state of our reserves and with regard to our reserves policy, we ceased proactive fundraising during the period to ensure we did not exceed our policy of keeping appropriate levels to support the future needs of the Ukrainian community. 




## **Payments to support the Ukrainian community** 

- 4) MUC made payments in support of the Ukrainian community as part of our purpose of £12,788.83 in respect mainly of reimbursements for the following items 

   - a) Clothing Items such as school shoes and uniforms 

   - b) Children’s after school activities, such as dance classes (see below), Gymnastic clubs and access to education 

   - c) Emergency homewares and support as families transitioned into independent living from their initial hosted environments. 

- 5) Within the Greater Marlow area we supported over **150** families comprising approximately **350** Ukrainians who have been hosted under either of the two schemes. We have advised and helped with children accessing local schools, adults finding work in local businesses and families integrating into social and sporting activities. 

- 6) In December 2023, together with a partner hotel organisation we arranged transport to a hotel in Lymington for several Ukrainian families who were facing another year separated from family and friends in Ukraine to support their mental wellbeing and organised for no incremental cost accommodation and food for **17** people. The charity spent £1,330 on transport in this respect. 

- 7) Working in partnership with the Marlow School of Dance we provided opportunities for a number of families to both socially integrate and for Ukrainian children to engage in structured dance lessons to support their mental wellbeing. 

- 8) The MUC share valuable information (GDPR compliant) with the Ukrainian families , Marlow based hosts and the wider community via a heavily subscribed What’s App community which further enables the Ukrainian community to integrate into UK society as well as facilitates self help with Ukrainians sharing both information and sourcing essential needs such as furniture. 




- 9) wider government in respect of representing the Ukrainian community in areas such as housing policy, Universal Credit, Biometric Residency Permit (BRP) changes and ongoing host support payments. 

- 10) To achieve our goals we are proud to have an active group of volunteers who assist us with social media campaigns, maintaining of information stalls, financial management and events delivery. 

## **Supporting Education** 

- 11) Throughout this period, the prior period and we anticipate into the future a key focus for the families and especially the children is education and providing English language support both in and outside the school environment and have therefore developed a strong relationship with the Marlow Language School. The children especially are rising to the challenges that learning a new language poses and their English continues to improve significantly. 

- 12) Further to the English language support, the charity has also supported in the wider education arena for example (but not exclusively), ILETS fees, textbooks and second-hand computers etc. 

- 13) We began a programme of tutoring support as we entered the second year of the conflict as children became more established within their schools and began studying for GCSE’s and A Levels. Working with older children as they progressed to tertiary education we supported the formation of a core group of Ukrainian tutors who have begun working on a one on one basis with younger students and have seen improvements on what have generally been excellent progress in the UK education system. 

## **Partnering with Other Organisations** 

- 14) We partnered with several organisations within the Marlow area, most notably **Brand Events** , by hosting a number of families with allocated free tickets at the Marlow Pub in the Park and raised awareness within the local community of the ongoing challenges faced by the Ukrainian community with prominent stalls hosted by MUC volunteers to share information and educate the local 




community. 

- 15) Prior to the formation of the charity but continuing into the period, we established a strong relationship with **Saddle Safari** , based in Marlow, and through a very successful bike drive we sourced and renovated a significant number of bikes which was then supplied to our Ukrainian community to extend their travel options and to assist the children in particular travel to the schools in which they had been placed. 

- 16) We worked with **Arriva** and supplied free and heavily discounted bus passes to the community which helped members find employment outside of the immediate Marlow area. This was very successful and lasted up to the council bus contract being switched to Carousel. We envisage direct support in this area in the future from the charity. 

- 17) Actively managed by one of our trustees we worked with **Careers Springboard** as it became clearer that the conflict was likely to last for a long time to provide assistance for Ukrainians to find employment in the UK in areas such as interview skills, CV writing etc as well as utilising the resources available to us from Buckinghamshire council. 

- 18) With active participation with **Marlow Chamber of Commerce** we have been able to find employment for a number of Ukrainians over the period who have actively contributed to the vibrant economy of the Greater Marlow area and this will remain a key area of the charity’s focus in the next period. 

## **Move to Independent Living** 

- 19) Our increasing focus through the period and we anticipate going into the following period is supporting the families as they move into independent living as well as some ongoing support for new arrivals as they find hosts in the local area under the revised government support schemes. A lack of available rental properties combined with the long waiting lists of social housing continue to make this a significant challenge as we continue to prioritise supporting our families to greater financial and personal independence. 

- 20) In our support of families move to independent living and recognising the challenges of finding appropriate, afordable accommodation the charity spent a 




this move. Our wider volunteer community has sourced, supplied and transported significant amounts of furniture for use by the community as they have moved from hosted arrangements to independent living and although we have been very successful in acquiring donations of free furniture, significant amount of charity time has been spent in organisation and transport time. 

- 21) which significantly assisted the transition and helped to alleviate the stresses of a significant amount of properties sufering from black mould. £5,759 was spent in this regard supporting over 30 families. 

- 22) Our volunteer community, both from the local and Ukrainian communities, have assisted in a number of moves by physically assisting the families in finding, assessing and moving into new properties, mainly rental. Unfortunately there has been circumstances where the families have encountered unscrupulous landlords and agents and the charity has on occasion worked with legal representatives to resolve these matters appropriately and satisfactorily. 

## **Reserves Policy** 

- 23) The environment as at 31[st] to generate significant casualties on both sides and the potential to escalate. Our current policy working with our major donor is to maintain healthy reserves in case there is a requirement to deploy significant resources in the short term to meet a sudden influx of new refugees. 

- 24) As at 31[st] March 2024 we hold £21,307.97 in reserves (all cash) for further support to the community and ongoing activities into the future period. 

## **Plans for Future Periods** 

- 25) independence, to improve language skills and access to skills and jobs with all the other welfare activities outlined above subject to satisfactory funding arrangements. 




## **Structure, Governance and Management** 

Governing Document – The organisation is a Charitable Incorporated Organisation (CIO) registered as a charity on 2[nd] May 2023 and governed by its constitution. 

## **Charity Trustees (8 Trustees plus 2 Volunteers)** 

The Trustees as at 31[st] March 2024 are: 

|The Trustees as at 31stMarch 2024 are:|The Trustees as at 31stMarch 2024 are:||
|---|---|---|
|**Mr Jeremy Browning (chair of Trustees)**-||appointed 2 May 2023 – 2 years|
|**Ms Alison Leibowitz**|-|appointed 2 May 2023 – 3 years|
|**Mr Christopher Horn**|-|appointed 2 May 2023 – 2 Years|
|**Mr Sean Drury (Treasurer)**|-|appointed 2 May 2023 – 4 Years|
|**Mr Christopher Hughes**|-|appointed 2 May 2023 – 2 Years|
|**Mr Stuart Wilson**|-|appointed 2 May 2023 – 2  Years|
|**Mrs Nicola Huxley**|-|appointed 2 May 2023 – 2 Years|
|**Ms Katherine Breathwick**|-|appointed 2 May 2023 – 2 Years|



## **Governance** 

New trustees are appointed by the existing trustees having regard to skills, knowledge and experience needed for efective administration of the CIO. New Trustees serve for a period of 2 years, except the treasurer whose period is 4 years, after which they put themselves for re-appointment. The minimum number of trustees required by the charity is 3. 

The trustees consider themselves as compromising the key management personnel of the charity in charge of directing and controlling its activities and running and operating the charity on a day to day basis. All trustees give of their time freely and no trustee remuneration was paid in the year. 

The trustees consider that neither an audit or independent examination is required for this year under section 144 of the Charitie Act 2011 as the gross income of the charity disregarding opening balance transfers is less than £25,000. 



MARLOW
COLLECTIVE
The Trustees Report an¢ Financial Statements was approveo at a rrustee meeting on
Monday2P January2025.
Signed
Mr Jeremy Browning (Chair of Trustees)
Signed
Mr Sean Drury (Treasurer)
Signed
Ms Alison Leibowitz ITrusteel

**Charity Registration Number 1202913** 

## **Marlow Ukraine Collective** 

**Annual Report and Unaudited Financial Statements For the period 2[nd] May 2023 to 31[st] March 2024** 



## **Marlow Ukraine Collective** 

## **Legal and Administrative Information** 

|**Trustees**|J Browning|
|---|---|
||A Leibowitz|
||C Horn|
||S Drury|
||C Hughes|
||S Wilson|
||N Huxley|
||K Breathwick|
|**Charity Number**|1202913|
|**Registered Address**|One Stable Cottages|
||Temple Lane|
||Temple|
||Marlow|
||SL7 1SA|
|**Correspondence Address**|PO Box 6199|
||Marlow|
||SL7 9FD|
|**Treasurer**|Sean Michael Drury|
|**Bankers**|Lloyds Business Banking|
||Treasurers Account|
||25 Gresham Street|
||London|
||EC2V 7HN|





## **Marlow Ukraine Collective** 

## **Contents** 

||**Page**|
|---|---|
|Statement of Trustees Responsibilities|1|
|Statement of Financial Activities||
|Receipts and Payments Accounts|2|
|Statement of Assets and Liabilities|3|
|Notes to the Financial Statements|4 -9|





## **Marlow Ukrainian Collective** 

## **Statement of Trustees Responsibilities** 

**For the Period ending 31[st] March 2024** 

statements in accordance with applicable law and United Kingdom Reporting Standards (United Kingdom Generally Accepted Accounting Practice). 

The law applicable to charities in England and Wales requires the Trustees to prepare financial statements for each financial year which give a true and fair view of the state of aGairs of the charity and the incoming resources and application of resources of the charity for that period. 

- Select suitable accounting policies and then apply them consistently 

- Observe the methods and principles in the Charities SORP; 

- Make judgements and estimates that are reasonable and prudent; 

- State whether applicable accounting standards have been followed, subject to any material departures disclosed and explained in the financial statements; and 

- inappropriate to presume that the charity will continue in operation. 

The Trustees are responsible for keeping suGicient accounting records that disclose with reasonable accuracy at any times the financial position of the charity and ensure that the financial statements comply with the Charities Act 2011, the Charity (Accounts and Reports) Regulations 2008 and the provisions within the Trust Deed. They are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities. 

1 



||**Marlow Ukraine Collective**|**Marlow Ukraine Collective**|**Marlow Ukraine Collective**|**Marlow Ukraine Collective**|**Marlow Ukraine Collective**|**1202913**|**1202913**|**1202913**|**CC16a**|
|---|---|---|---|---|---|---|---|---|---|
||**For the period from**||Period start date<br>02/05/2023||**To**||Period end date<br>31/03/2024|||
|||||||||||
|**Section A Receipts and payments**||||||||||
|**A1 Receipts**|**Unrestricted funds**<br>**to the nearest      £**||**Restricted funds**<br>**to the nearest £**||**Endowment**<br>**funds**<br>**to the nearest £**||**Total funds**<br>**to the nearest £**||**Last year**<br>**to the nearest £**|
||**-**||**-**||**-**||**-**||**-**|
|Donations|**13,425**||**-**||**-**||**13,425**||**-**|
|Other Charitable Activities|**1,807**||**-**||**-**||**1,807**||**-**|
||**-**||**-**||**-**||**-**||**-**|
||**-**||**-**||**-**||**-**||**-**|
||**-**||**-**||**-**||**-**||**-**|
||**-**||**-**||**-**||**-**||**-**|
||**-**||**-**||**-**||**-**||**-**|
|**_Sub total_**_(Gross income for AR)_|**15,232**||**-**||**-**||**15,232**||**-**|
|||||||||||
|**A2 Asset and investment sales,**<br>**(see table).**||||||||||
||**-**|||||||||
||**-**||||||||**-**|
|**_Sub total_**|**-**||||||||**-**|
|**_Total receipts_**<br>**A3 Payments**||||||||||
||||||||||**-**|
|||||||||||
||**-**||**-**||**-**||**-**||**-**|
|Clothing Reimbursements|**237**||**-**||**-**||**237**||**-**|
|Education Reimbursements|**1,658**||**-**||**-**||**1,658**||**-**|
|Goods and Services|**2,589**||**-**||**-**||**2,589**||**-**|
|Language Reimbursements|**50**||**-**||**-**||**50**||**-**|
|Marketing Costs|**330**||**-**||**-**||**330**||**-**|
|Property Costs|**242**||**-**||**-**||**242**||**-**|
|Dehumidifers|**5,760**||**-**||**-**||**5,760**||**-**|
|Social Events for Ukrainians|**1,587**||**-**||**-**||**1,587**||**-**|
|Travel|**336**||**-**||**-**||**336**||**-**|
|**_Sub total_ **|**12,789**||**-**||**-**||**12,789**||**-**|
|||||||||||
|**A4 Asset and investment**<br>**purchases, (see table)**||||||||||
||**-**|||||||||
||**-**|||||||||
|**_Sub total_ **|**-**||||||||**-**|
|**_Total payments_**<br>**_Net of receipts/(payments)_**<br>**A5 Transfers between funds**<br>**A6 Cash funds last year end**<br>**Opening Balance Transfer**<br>**_Cash funds this year end_**||||||||||
||||||||||**-**|
|||||||||||
||||||||||**-**|
||||||||||**-**|
||||||||||**-**|
||||||||||**-**|
||||||||||**-**|
||||||||||2|





Se¢tion B Statement of assets and liabilities at the end of the period
Unrgstricted
funds
Restnttted funds
Endowment
funds
) nEarv4t£
orhes
B1 Caah fur¥i
21.3•7
Tr*alc•sh fty
21.307
ljhtsththd R•s1rf(a*l Endtywment
fund
DEtails
B3 knv•stmontas80ts
¢wreM
B4 A¥$ets relaSn•d forthe
eharty's ownus9
B5 ￿lI￿r￿l•S
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## **Marlow Ukraine Collective** 

## **Note to the Financial Statements** 

**For the period ended 31[st] March 2024** 

## **1 Accounting Policies** 

## **Charity Information** 

Marlow Ukraine Collective is a Charitable Incorporated Organisation constituted in England and Wales. The registered oGice is One Stable Cottages, Temple Lane, Temple, Marlow, SL7 1SA. 

## **1.1 Reporting Period** 

less than twelve months running from 2[rd] May 2022 to 31[st] March 2024. As this is the case there are no comparative figures shown. 

## **1.2 Accounting Convention** 

charity’s governing document, the Charities Act 2011, FRS 102 “The Financial Reporting Standard applicable in the UK and Republic of Ireland” (“FRS 102”) and the Charities SORP “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)” (eGective 1 January 2019). The charity is a Public Benefit Entity as define by FRS 102. 

The charity has taken advantage of the provisions in the SORP for charities not to prepare a statement of cash flows. 

currency of the charity, monetary amounts in these financial statements have been rounded to the nearest £. 

basis as the charity qualifies to account on this basis. The principal accounting policies adopted are set out below 

4 



## **1.3 Going Concern** 

reasonable expectation that the charity has adequate resources to continue in operational existence for the foreseeable future. Thus the Trustees continue to adopt the going concern basis of accounting in preparing these 

## **1.4 Charitable Funds** 

Unrestricted funds are available for use at the Discretion of the Trustees in furtherance of their charitable objectives 

## **1.5 Income** 

Income is recognised on a Receipts and Payments basis. Cash Donations are recognised on receipt. Income tax recoverable in relation to donations received under Gift Aid are recognised on receipt of the payment from HMRC. 

Gifts in kind and donated services are recognised a the fair value of such goods or services at the date of the donation. 

Investment income is represented by bank deposit interest and is included on an accrual basis. 

## **1.6 Expenditure** 

Expenditure is recognised on a Payments Basis. Cash payments are recognised at the date of payment. 

expended in line with the aims and objects of the charity. The costs and each activity are made up of total of direct costs and any shared costs, including any support costs involved in undertaking each activity. 

## **1.7 Basic Financial Instruments** 

The Charity only has assets and liabilities of a kind that qualify as basic financial instruments. Basic Financial Instruments (e.g. Cash in Bank) are initially recognised at transaction value and subsequently measured at settlement value. 

## **1.8 Taxation** 

As a registered charity, the Society is exempt from taxation on its activities which fall within the scope of Part 10 ITA 2007 and section 256 of the Taxation of Chargeable Gains Act 1992. 

5 



## **2 Critical Accounting Estimates and Judgements** 

In the application of the charities accounting policies the Trustees are required to make judgements, estimates and assumption about the carrying amount of assets and liablities that are not readily apparent from other sources. The estimates and associated assumptions are based on historical experience and other factors that are considered relevant. Actual results may diGer from these estimates 

The estimates and underlying assumptions are reviewed on an ongoing basis. Revisions to accounting estimates are recognised in the period in which the estimate is revised where the revision aGects only that period or in the period of the revision and future periods where the revision aGects both current and future periods. 

## **3 Income from donations and legacies** 

|**3 **|**Income from donations and legacies**||
|---|---|---|
|||**2024**|
|||**£**|
||Donations|13,425|
||Other Charitable Activities|1,807|
|||-----------|
|||**15,232**|
|||=======|
|**4 **|**Expenditure on Charitable Activities**|**2024**|
|||**£**|
||Ongoing Reimbursements|237|
||Education Reimbursements|1,658|
||Goods and Services|2,589|
||Language Reimbursements|50|
||Marketing Costs|330|
||Property Costs|242|
||Dehumidifers|5,760|
||Social Events for Ukrainians|1,587|
||Travel|336|
|||**----------**|
|||**12,789**|
|||**=======**|



6 



## **5 Governance Costs** 

## **6 Opening Balance Transfer** 

Funds Transferred after registration and the charities bank account becoming live were accounted for prior to transfer by Marlow Refugee Action **.** 

|**Reconciliation of Income Transferred**|**2024**|
|---|---|
||**£**|
|Income from donations allocated to MUC Expenditure|36,943|
|on charitable activities|(18,079)|
||-----------|
|Amount Transferred as Opening Balance from MRA|18,864|
||=======|



## **7     Trustees** 

None of the Trustees (or any persons connected with them) received any remuneration or benefits from the charity during the period. Out of pocket expenses directly related to charitable activities were incurred by 2 Trustees and reimbursed according to the charities financial control procedures. 

## **8 Employees** 

The Charity had no employees during the period. 

## **9 Trustees Report** 

A separate Trustees Report has been produced which does not form part of 

7