BIRMINGHAM ETHNIC EDUCATION & ADVISORY SERVICE
1st Floor, Lozells Methodist Community Centre, 163 Gerrard Street, Lozells, Birmingham. B19 2AH Telephone 0121 716 6206 Email: info@beeas.org
BEEAS Trustees’ Annual Report 2023-2024
Background
Birmingham Ethnic Education and Advisory Service (BEEAS) is a Charitable Trust founded in 1984 by a small group of benefactors from the community. The organisation has, as its principal aims, the education and training of adults (that is all those beyond statutory school age) who wish to participate in its services which are free of charge.
Aims and Purposes
The advancement of education among the communities in Birmingham and the West Midlands by way of teaching the English language, health education, or in any such other ways as the Trustees’ shall determine, either directly or by way of sponsoring self-help groups among the communities concerned.
Supporting the needs of the community by the provision of an advice and information service, having regard within those communities to the lack of knowledge of the English language and the lack of means of obtaining such advice and the information from their own resources.
Providing or sponsoring the provision of facilities for recreation or other leisure time activities in order to benefit those among the communities who have the need for such facilities regardless of their social and economic circumstances.
The Trust shall be non-party in politics and non-sectarian in religion.
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BEEAS will be changing its status from an Unincorporated Trust, known as Birmingham Ethnic Education and Advisory Trust (BEEAS) Charity Number 515098 to a CIO (Charitable Incorporated Organisation). It has been entered onto the Register of Charities with the Registered Charity number 1211842 in January 2025. We are now in the process of transferring assets and staffing into the new Charity.
Our Trustees
Dr Lynne P. Morris CBE (Chair)
Mr Edobhiye A. Oaikhinan (Vice Chair)
Mrs Judith M. Taylor (Honorary Treasurer) Mrs Yasmin Y. P. Karim (Honorary Secretary )
Mrs Naila Tabassam Miss Nazanin R. Khaneghah
Mrs Jean E. Powell
Mr Taheer Afzal (Resigned 26 October 2024)
Our Trustees’ positions are advertised through our Community Networks, Birmingham Voluntary Service Council (BVSC) and our website.
We have recently completed a skills audit with our Trustees and we have identified the need for Trustees with Legal, Financial, Human Resources (HR) skills and we will look to appoint new Trustees in the next year.
Activities, Performance and Achievements of 2023- 2024
BEEAS has had a good year and had an Ofsted inspection alongside our main partner Joseph Chamberlain college in December 2023 who were awarded a grade 1.This high grade for our work will give confidence to our already strong partnerships with the funders and partners. We delivered mainly face to face teaching in various venues in the community and also offered online classes to our refugee learners.
Our learner numbers for 2023/24 were 221 compared with the previous year the learner number was 256. Our performance has been equally strong with achievement at 97.7%, retention at 99.15%, attendance at 86.8% and a delivery of 433 qualifications.
Our facilities and resources remain good as we have invested in IT equipment and staff training and we look to improve this investment in staff and facilities in the current year.
BEEAS learners continue to be offered impartial information and advice and signposted accordingly, this service was assessed and verified by Matrix the awarding body for this area of our work in February 2020 with a full reassessment for Matrix due in February 2025. Trustees and funders are impressed with our progression and destination data for all our
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learners. BEEAS has also had Investors in People since 2007 and is assessed every three years. We had a very positive assessment on the 30th January 2025 and await the final report. Partners and learners have continued to report that they have positive relationships with BEEAS and that we are professional to work with, and that they admire our values, principles and results.
We continue to deliver the following courses: Accredited classes in Life & Living Skills, ESOL Skills for Life, Functional Skills Maths and English, Pre- Entry ESOL, Digital Skills,Vocational ESOL and our non accredited are ESOL for beginners and Conversational ESOL. Currently all our work is Entry 3 and below and learners are transitioned to mainstream college classes at Higher Entry 3, Level 1 and 2, vocational classes or jobs.
In March 2024 BEEAS received another grant for resettlement work. This was awarded by Birmingham City Council (BCC), to provide a range of learning opportunities for refugees in years 1-5 of their arrival in Birmingham. This grant delivers three online ESOL classes, an online Study Skills class for 13-16 year olds and an in person Family ESOL learning project that runs during school holidays. This funding will end in September 2025.
Our Family ESOL family sessions were very successful with 83 families and 146 children taking part overall. The online ESOL Chat classes facilitated 21 learners, and 12 of these learners progressed to other sessions. Basic English for Afghan women had 26 learners enrolled, 20 who progressed to other sessions.
Our learner feedback overall has indicated that BEEAS has helped to develop their personal and work-related skills such as team working and problem-solving, which prepares them well for employment, other career aims and personal goals. Adult learners, who are parents, report being more confident in supporting their children in their education, as well as being more self-assured to participate more widely within their local communities as a result of their increased confidence in spoken and written English.
BEEAS continues to work closely with Birmingham Resettlement Partnership, Birmingham Migration Forum, Refugee Action, Refugee and Migrant Centre, Spring Housing, ACH, Aspire and Succeed, Citizens UK, Birmingham Adult Education and Birmingham City Council to deliver this project.
Leadership and direction of the service remains strong with a pro-active Trustee Board; organisation structure which is carefully planned, enabling a professional interface with partner organisations, yet an informal and very welcoming environment for staff and learners. Lynne Morris CBE has been Chair of BEEAS since June 2019 and is supported by six very dedicated Trustees. We are looking to recruit at least 2 more Trustees in the next year.
The behaviours and values demonstrated by our dedicated and loyal staff are recognised and valued by learners and partners, BEEAS has received very positive comments from learners,
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staff and partners who confirm that it is effective and consistent across all external and internal relationships and at all levels. This has again come through the anonymous surveys done by Investors in people this month.
Collaboration with partners is strong, staff not only management, have taken the time to understand partner capability and objectives and to communicate their own; this leads to a highly collaborative network of partners; there are many examples of how this benefits the community, such as increased signposting and referrals between organisations, and the use of venues in the community from which support is delivered.
The relationship with key partner Joseph Chamberlain College (JCC) is worthy of particular mention, this has yielded access not only to funding, but also to information and resources that are tailored and distributed to learners, along with training and development opportunities for staff. The relationship with JCC remains strong and we celebrated 20 years of working with the college in 2023; BEEAS has also been part of their Ofsted inspection for which the college achieved a Grade 1- Outstanding in December 2023. BEEAS is very proud to be part of this achievement.
Resources at BEEAS are well managed, and the organisation is able to offer a highly flexible and responsive service. Venues are sourced from a wide range of community locations, and clients and staff say they are well managed and that their courses and meetings run smoothly.
Staff worked on a flexible basis but enjoy a strong sense of belonging. They attribute this in part to the communications across their different working hours, locations and also as some are working from home.
As BEEAS continues to grow it has been recognised by the Trustees that a review of the organisational structure was needed with the need to appoint more permanent staff. A Curriculum and Quality manager was appointed in July 2019 but left BEEAS in September 2022 for a management role at Joseph Chamberlain College. Course leaders were appointed to address this exit and this role has worked well. A part-time Finance Assistant was also appointed in September 2019. Two full time administrators and Information and Advice Guidance workers were appointed in August 2021. A full review of HR will take place in 2025 to ensure BEEAS meets all its obligations in light of new changes to the law.
Our partners in 2023-2024 were Joseph Chamberlain College; Birmingham City Council; Prince Albert Community Trust (PACT) Birchfield School, Heathfield School and Westminster School Our other partners are Aspire and Succeed, Refugee Action, Lozells Methodist Community Centre, Spring Housing , Birmingham Migration Forum, Migration working group of Birmingham City Council and Birmingham City Council Services for Older People Team.
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Risk
The Trustees of BEEAS are committed to effective risk management as an integral part of ensuring good corporate governance in relation to overseeing risk within the organisation. They receive reports that confirm the controls in place to manage risks annually. Risks are identified across the Charity by our Lead Governance Trustee Yasmin Patel and the Executive Director and brought to the Board in the regular management report which includes a risk register, this is reviewed annually by the Trustees.
In the main, the key risks are linked to funding sources as this is primarily from having one main commissioner of service. Our other risks are premises/ location of venues, learner enrollments, workforce recruitment and retention, development of staff and succession planning for the Executive Director role.
Reports are received by the Board in relation to the funding position, regular meetings with the main commissioners take place as a control mechanism to manage that risk and all reports are discussed at Board meetings along with any mitigations to manage that risk. During 2023/24 a formal risk register has been developed which will be reported regularly to the Board. During 2023-2024 work was done to change the legal status of BEEAS from an Unincorporated Trust to a Charitable Incorporated Organisation (CIO). BEEAS will need to manage the changes this will bring with regards to assets transfer and TUPE arrangements for all staff and financial matters during 2025. There will also be a full review of the Human Resource systems and contracts and a new 5 year Business plan done in 2025.
Equality and Diversity
The Trustees of the Charity acknowledge their responsibilities in relation to equality, diversity and inclusion and have worked to ensure a representative Board of Trustees is in place. Work is ongoing on reviewing and updating all policies across the service however a detailed policy in relation to all aspects of equal opportunities is in place based on the Joseph Chamberlain College policies which the Board has adopted.
Our thanks to all our partners without whom it would not be possible for BEEAS to deliver our services across the City of Birmingham and to the Trustees for their leadership. Our growing staff team and volunteers remain our most valuable resource and our thanks go to all of them for their hard work, loyalty and dedication to our learners.
In 2024 we celebrated 40 years of BEEAS. Our learners, teachers, partners and friends of BEEAS who have supported us throughout the years attended the celebration.
Najma Razaq - Executive Director - February 2025
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CHARITY NUMBER: 515098 Birmingham Ethnic Education And Advisory Service Trust Financial Statements Year Ended 30th September 2024
Birmingham Ethnic Education And Advisory Service Trust Financial Statements Year ended 30th September 2024 Contents Annual Report Independent Examiner's Report Income Statement Balance Sheet Notes to the accounts Page 34 7-17
Blrmingham Ethnic Education And Advisory Service Trust Annual Report Year ended 30th September 2024 Introduction Binningham Ethnic Education and Advisory Service Trust (BEEAS) is a registered charity engaged in the advancement of education of the most disadvantaged communities. Constltutlon of BEEAS The constitution of Binningham Ethnic Education and Advisory Service Trust dated 30 March 1984 regulates the purposes and administration of the charity. BEEAS will be moving to a new status of a Charitable Incoryorated Organisation (CIO) as from I September 2025, the new Charity number is 1211842. Object of BEEAS The objects of BEEAS are: The advancement of Education arnong ethnic minorities in Binningham and the West Midlands by way of teaching of languages and health education. ii. Relieving the needs of ethnic minorities by provision of an advice and information service. iii. Providing or sponsoring the facilities for recreation other leisure time occupation. BEEAS only provides its services to the people who are beyond the mandatory school attendance age. Name of Trustees Dr Lynne P. Morris CBE Mr Edobhiye A. Oailthinan Mrs Judith M. Taylor Mrs Yasmin Y. P. Karim Mrs Naila Tabassam Miss Nazanin R. Khaneghah Mrs Jean E. Powell Mr Tah¢¢r Afzal (ReSI]ed 26 October 2024) Appointment of new Trustees The Trustees and the Executive Director may approach potential Trustees providing that The Chair of Trustees has prior knowledge and has approved the approach. Trustees are drawn from areas such as education, administration, business, commerce and local community initiativ¢. Appointment of suitable trustees depends on the CV and an interview with the Chair of Trustees and Executive Director and then the full Trustees Board to vote. BEEAS'S Main Achievements for the Acrddemic Year Ending August 2024: Jos h Chamberlain Funded Pro 163 learners worked towards enty level accredited programmes in English, ESOL, Maths and Life & Living Skills. 163 learners completed a qualification or part of a qualification. 15 learners working towards pre-entry ESOL (RARPA). 433 qualifications delivered. Perforn]ance results were. achievement 97.7 %, retention 99.15 %, pass rate 98.53 %, attendance 86.60/0.
Birmingham Ethnic Education And Advisory Service Trust Annual Report (continued) th Year ended 30 September 2024 43 students enrolled on an inforn]al pre-enty feeder course. Total number of learners for academic year - 221 The charity took on 221 students during the year comprising 15 on a RARPA pre-enty learning programme & 163 working towards an enty level accredited programme. 43 students enrolled on an infonnal pre-enty course. Number of students Number completing courses Number achieving qualificationslpart ualifications 15 163 Pre-en learnin Enty level accredited courses 15 163 15 163 Additional Pro amme: Resettlement Schem¢ RS During the year ended 2024, BEEAS had 15 learners overall on the ESOL Chat of the Resettlement programme and there were 23 learners in the Afghan Basic English part of the programme. Furthern]or¢, there were 4 learners taking part in the Family Homework support. Moreover, there were an overall of 61 adults and I l O children partaking in the holiday programme during the year. Additional Pro amme: S an Vulnerable Persons Resettlement Scheme SVPRS During the year ended 2024, BEEAS had 21 learners with 13 in Enty l¢v¢l and 8 in Pre-enty on the ESOL Extra of the SJTian programme. Moreover, there were an overall of 22 adults and 36 children partaking in the holiday programme during the year. Furthennore, there were 16 children taking part in the GCSE study skills. Additional Pro an Pro There were 26 regular learners during the year with some learners additionally attending accredited prOaMmeS provided by BEEAS and other training providers. Determining level of income reserve BEEAS is non-profit making trust, and maintains an adequate level of reserv¢s. Relationship with other organisations BEEAS has an annual contract with Joseph Charnberlain College to assist in the delivery of community provision and with Birniingham City Council to work with refugee families. Lqh4A< MoRQI£ Ig-5-If Sied on behalf of the trustees on Dili4 IA¥ Signed on behalf of the trustees on
Birmingham Ethnic Education And Advisory Service Trust th Year ended 30 September 2024 Independent Examiner's Report to Trustees of Birmingham Ethnic Education & Advisory Service Trust Independent Examiner's Report to the Trustees of Birmingham Ethnic Education And Advlsory Service Trust I report to the charity trustees on my examination of th¢ accounts of Birniingham Ethnic Education And Advisory Service Trust for the year ended 30 September 2024. Responsibilities and basis of report As the charity's trustees of the Charity you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 ('the Act,). You are satisfied that the accounts of the trust are not required by charity law to be audited and have chosen instead to have an independent examination. I report in respect of my examination of the Charity's accounts carried out under section 145 of the 201 l Act and in canying out my examination I have followed all the applicable directions given by the Charity Commission under section 145(5)(b) of the 2011 Act. An independent examination docs not involve gathering all the evidence that would bc required in an audit and consequently does not cov¢r all the matters that an auditor considers in giving their opinion on the accounts. The planning and conduct of an audit goes beyond the limited assuran¢¢ that an independent examination can provide. Consequently I express no opinion as to whether the accounts present a 'true and fair, view and my report is limit¢d to those specific matters set out in the ind¢pendent examiner's statement. Independent examiner's statement Since the Trust's gross income exceeded £250,000 your examiner must be a member of a body listed in section 145 of the 2011 Act. I confinn that l am qualified to undertake the examination because l am a member of ICAEW, which is one of the listed bodies I have completed my examination. I confinn that no matters have come to my attention in conn¢ction with the examination giving me cause to believe that in any material respect: accounting records w¢re not kept in respect of the Trust as required by section 130 of the 201 l Act. or 2. the accounts do not accord with those records. 3. the accounts do not comply with the applicable requirements concerning the fonn 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; or 4. the accounts have not been prepared in accordance with the methods and principles of the Statement of Recommended Practice for accounting and reporting by charities applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102).
Birmingham Ethnic Education And Advisory Service Trust th Year ended 30 September 2024 Independent Examiner?s Report to Trustees of Birmingham Ethnic Education & Advisory Servlce Trust I confirn] that there are no other matters to which your attention should be drawn to enable a proper und¢rstanding of the accounts to be reached. Mr Rizwan Javed Mphil (Cantab) FCA For and on behalf of Javed & Co Chartered Accountants 109 Hagley Road Birn]ingham B16 8LA
Birmingham Ethnic Education And Advisory Service Trust Income Statement Year ended 30th September 2024 Restricted income funds Prlor year funds Ullrestricted fullds Total funds Incoming resources (Note 3) Income from: Charitable activities Investsnents 320,749 18,235 61,422 382,171 378,798 18,235 8,555 Total 338,984 61,422 400,406 387,353 Resources expended (Note 4) Expenditure on: Charitable activities Other 310,569 52,052 362,621 335,081 Total 310,569 52,052 362,621 335,081 Net Incomel(expenditure) 28,415 9,370 37,785 52,272 Net movement in funds 28,415 9,370 37,785 52,272 Reconciliation offunds.. Total funds brought forward Transfers 803,675 -719 1,520 805,195 752,923 719 Totalfunds carriedforward 831,371 11,609 842,980 805,195
Birmingham Ethnic Educatlon And Advisory Service Trust Balance Sheet th Year ended 30 September 2024 Restricted income Total Total funds this year last year Unrestrlcted fullds Fixed assets Tanglble assets (Note 8) 8,406 8,406 11,048 TotalfLred assets 8,406 8,406 11.048 Current assets Debtors (Note 9) Cash at bank and in hand (Note 11) 386,479 772,676 30,000 416,479 355,202 42,401 815,077 767,984 Total current assets 1,159,155 72,401 1,231,556 1,123,186 Creditors: amounts falling due within one year (Note 10) 336,189 60,792 396,981 329,039 Net current asse1¢11abIIltses) 822,966 11,609 834,575 794,147 Total assets less current liabilities 831,372 11,609 842,981 805,195 Credltors: amounts fAlling due after one year (Note 10) Total net assets or liabilities 831,372 11,609 842,981 805,195 Funds of the Charity Restrlcted Income funds (Note 12) Unrestricted funds 11,609 11,609 831,371 1,520 803,675 831,171 Totalfunds 831,171 11,609 842,980 805,195 These financial statements were approved by the Trnstees on 11 FebYuor8 ao Trustee Trustee
Birmingham Kthnic Education And Advisory Service Trust Notes to the accounts th Year ended 30 September 2024 Note I: Basis of preparation 1.1 Basls of accounting These financial statements have been prepared in compliance with FRS 102, 'The Financial Reporting Standard applicable in the UK and the Republic of Ireland,, the 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) (Charities SORP (FRS 102)) and th¢ Charities Act 2011.
Birmingham Ethnic Education And Advisory Service Trust Notes to the accounts (continued) Year ended 30th September 2024 2.2 INCOME Recognition of income These are included in the Statement of Financial Activities (SOFA) when: the charity becomes entitled to the resources; it is more likely than not that the trustees will receive the resources. and the monetary value can be measured with sufficient reliability. Offsetting There has been no offsetting of assets and liabilities, or income and expenses, unless rquired or pern]itted by the harity SORP or FRS 102 la. Grants and donations Grants and donations are only included in the SOFA when the general income recognition criteria arc met (5.1 O to 5.12 FRS102 la charity SORP). In the case of perfonnance related grants, income must only be recognised to the extent that the charity has provided the specified goods or services as entitlement to the grant only occurs when th¢ p¢rfonnance related conditions are met (5.16 FRS 102 charity SORP). Contraeturdl Income and performance This is only included in the SOFA once the charity has related grants provided the related goods or services or met the perforn]ancc related conditions. Income from Interes( royalties and divldends This is included in the accounts when receipt is probabl¢ and the amount receivable can be measured reliably. 2.3 EXPENDITURE AND LIABILITIES Liability recognition Liabilities are reco]sed where it is more likely than not that the is a legal or constructiv¢ obligation committing the charity to pay out resources and the amount of the obligation can be measured with reasonabl¢ certainty. Governance and support costs Support costs have been allocated between governance costs and other support. Governance costs comprise all costs involving public accountability of the charity and its ompliance with regulation and good practice. Support costs include central fLmctions and have been allocated to activity cost categories on a basis consistent with the use of resources, e.g. allocating propety costs by floor areas, or per capita, staff costs by the time spent and other costs by their usage
Birmingham Ethnic Education And Advisory Service Trust Notes to the accounts (continued) Year ended 30th September 2024 Creditors The charity has creditors which are measured at settlement amounts less any trade discounts Provisions for liabilities A liability is measured on recognition at its historical cost and then subsequently measured at the best estimate of the amount required to settle the obligation at the reporting date 2.4 ASSETS Tanglble fixed assets for use by charity Dq)reciation is calculated so as to write off the cost or valuation of an asset, less its residual value, over the useful ¢conomic life of that asset as follows: Tangible assets (Acquired up until 30 September 2021) - 20 % reducing balance. st Tangible assets (Acquir¢d from l October 2021) - 20% straight lin¢. Debtors Debtors (including trade debtors and loans receivable) are measured on initial recognition at settlement amount after any trade discounts or amount advanced by the charity. Subsequently, they ar¢ measured at the cash or oth consideration exp¢ct¢d to be received. Current asset Investments The charity has investments which it holds for resale or pending their sale and cash and cash equivalents with a maturity date less than one year. These include cash on deposit and cash equivalents with a maturity date of less than one year held for investment purposes rather than to meet short tern] cash commitments as they fall due. They are valued at fair value except wher¢ they qualify as basic financial instrLunents.
Birmingham Ethnic Education And Advisory Service Trust Notes to the accounts (contlnued) Year ended 30th September 2024 Note 3: Analysis of income Restrlcted income funds Unrestricted funds Total funds Prior year Anfdlysis Donations and legacies: Donations and gifts Total Charitable activitles: ESOL / Literacy & Numeracy 320,749 61,422 382,171 377.358 Mental Health Workshops 1,440 Total 320,749 61,422 382,171 378,798 Income from Investments: Interest income 18,235 18,235 8,555 Total 18,235 18,235 8.555 TOTAL INCOME 338,984 61,422 400,406 389,353 -10-
Birmingham Ethnic Education And Advisory Service Trust Notes to the accounts (continued) Year ended 30th September 2024 Note 4: Analysis of expenditure Unrestrlcted Restricted funds funds Total funds Prior year Analysis ESOL / Literacy & Numeracy Expenditure on charitable activities 310,569 52,052 362,621 331.776 Mental Health Workshops 3,205 Total expenditure on cbaritable activitie$ 310,569 52,052 362,621 334,981 Other Other donations under £500 100 Total other expenditure 100 TOTAL EXPENDITURE 310,569 52,052 362,621 335,081 Note 5: Details of certaln Items of expendithre Fees for examlnatlon of the accounts Thls perlod Last year Independent examiner's fees Other fees 1,750 2,570 1,400 2,440 4,320 3,840 -11-
Birmingham Ethnic Education And Advisory Service Trust Notes to the accounts (continued) Year ended 30th September 2024 Note 6: Paid employees 6.1 Staff Costs This period Last year Salaries and wages Social security costs Pension costs (defmed contribution scheme) 237,565 9,067 3,671 221,060 7,180 3,097 Total staff costs 250,303 231,337 No employees received employee benefits (excluding employcr pension costs) for the reporting period of mor¢ than £60,000 6.2 Average head count In the period Charitable Activitles This period Number 31 Last year Number 29 Total 31 29 Note 7: Dered contribution pension scheme All expense of p¢nsion contributions has been allocated to unrestricted funds und¢r 'Expenditure on Charitable Activities, _ ESOL l Literacy & Numeracy Amount of contributions recognised in the SOFA as an expense 3,671 -12-
Birmingham Ethnic Education And Advisory Service Trust Notes to tbe accounts (continued) Year ended 30th September 2024 Note 8: Tangible red assets 8.1 Cost or valuation Fixtures, fittings and equipment Total At the beginning of the period Additions Disposals 26,207 1,162 26,207 1,162 At end of the period 27,369 26,369 Depreciation At beginning of the period Depreciation Depreciation on disposals 15,159 3,804 15,159 3,804 At end of the perlod 18,963 18,963 Carrying amount Net book value at the beginning of the year 11,048 11,048 Net book value at the end of the year 8,406 8,406 -13-
Birmingham Ethnic Education And Advisory Service Trust Notes to the accounts (continued) Year ended 30th September 2024 Note 9: Debtors and prepayments Analysis of debtors This period Last year Prepayments and accrued income Trade debtors Other debtors 416,400 79 321,756 33,200 246 TotaI 416,479 355,202 Note 10: Creditors and accruals Analysls of creditors Amounts falling due after more than one year Amounts falllng due wltbln one year Thls period Last year Tbls year Last year Accruals and deferred Income Taxation and social security Net wages Other credltors Aged creditors 369,306 5,392 17,503 1,611 3,170 306,678 3,846 15,268 903 2,344 Total 396,981 329,039 Note 11; Cash at bank and in hand This period Last year Short term deposlts Cash at bank and on hand 292,777 522,300 281,064 486,920 Total 815,077 767,984 -14-
Birmingham Ethnic Education And Advisory Service Trust Notes to the accounts (continued) th Year ended 30 September 2024 Note 12: Charity funds 12.1 Details of material funds held and movements during the CURRENT reporting period Fund Names Type Purpose and Re- strictions Fund balances brought- forward Fund balances carried forward Expendi- ture Transfers Income Syrian Refugee Project (ESOLI Literacy & Nu- meracy) Re- stricted Funds Monies are restricted for use on the running of the pro- -595 20,736 -20,860 719 Resettlement Pro- gramme (ESOL, Online study skills & Family homework sup- port) Monies are restricted for use on the running of the pro- gramme stricted Funds 38,686 -29,473 9,213 Afghan Refugee Project (ESOL & stricted mental health Funds awareness) Monies are restricted for use on the rLuming of the pro- gramme 2,115 2,000 -1,719 2,396 Other funds N/a Nla 803,675 338,984 -310,569 -719 831,371 Total Funds 805,195 400,406 -362,621 842,980 -15-
Birmingham Ethnic Education And Advisory Service Trust Notes to the accounts (continued) th Year ended 30 September 2024 Note 12: Charity funds 12.1 Details of material funds held and movements durlng the PREVIOUS reporting perlod Fund Names Type Purpose and Re- strictions Fund balances brought- forward Income Fund balances carried forward Expendi- ture Transfers Syrian Refugee Project (ESOLJ Literacy & Nu- meracy) Monies are restricted for use on the running of the pro- gramme Monies are restricted for use on the running of the pro- stricted Funds -2,076 42,357 -40,876 -595 Birn]ingham & Solihull Mental Health NHS Foundation Trust stricted Funds 1,429 700 -2,129 Afghan Rege¢ Project (ESOL & stricted mental health Funds awareness) Monies are restricted for use on the running of the pro- 4,000 4,000 -5,885 2,115 Commonwealth Games Fund Grant (Mental health awareness & engagement of women in local area) Monies are restricted for use on the running of the pro- stricted Funds 336 740 -1,076 Other funds N/a N/a 749,234 339,556 -285,115 803,675 Total Funds 752,923 387,353 -335,081 805,195 -16-
Birmingham Ethnic Education And Advisory Service Trust Notes to the accounts (continued) th Year ended 30 September 2024 Note 13: Trrdnsactions with trustees and related parties 13.1 Trustee remuneration and benefits None of the trustees have been paid any remuneration or received any other benefits from an employment with their charity or a related entity. 13.2 Trustees, expenses During the year £879 (2023 - £244) of IT related, reimbursement of DBS checks, and governance course expenses in connection with the Charity were paid to 6 Trustees (2023: 5 Trustees). 13.3 Transactions wltb related parties There have been no rclated paty transactions in the reporting period. -17-
CHARITY NUMBER: 515098 Birmingham Ethnic Education And Advisory Service Trust Financial Statements Year Ended 30th September 2024
Birmingham Ethnic Education And Advisory Service Trust Financial Statements Year ended 30th September 2024 Contents Annual Report Independent Examiner's Report Income Statement Balance Sheet Notes to the accounts Page 34 7-17
Blrmingham Ethnic Education And Advisory Service Trust Annual Report Year ended 30th September 2024 Introduction Binningham Ethnic Education and Advisory Service Trust (BEEAS) is a registered charity engaged in the advancement of education of the most disadvantaged communities. Constltutlon of BEEAS The constitution of Binningham Ethnic Education and Advisory Service Trust dated 30 March 1984 regulates the purposes and administration of the charity. BEEAS will be moving to a new status of a Charitable Incoryorated Organisation (CIO) as from I September 2025, the new Charity number is 1211842. Object of BEEAS The objects of BEEAS are: The advancement of Education arnong ethnic minorities in Binningham and the West Midlands by way of teaching of languages and health education. ii. Relieving the needs of ethnic minorities by provision of an advice and information service. iii. Providing or sponsoring the facilities for recreation other leisure time occupation. BEEAS only provides its services to the people who are beyond the mandatory school attendance age. Name of Trustees Dr Lynne P. Morris CBE Mr Edobhiye A. Oailthinan Mrs Judith M. Taylor Mrs Yasmin Y. P. Karim Mrs Naila Tabassam Miss Nazanin R. Khaneghah Mrs Jean E. Powell Mr Tah¢¢r Afzal (ReSI]ed 26 October 2024) Appointment of new Trustees The Trustees and the Executive Director may approach potential Trustees providing that The Chair of Trustees has prior knowledge and has approved the approach. Trustees are drawn from areas such as education, administration, business, commerce and local community initiativ¢. Appointment of suitable trustees depends on the CV and an interview with the Chair of Trustees and Executive Director and then the full Trustees Board to vote. BEEAS'S Main Achievements for the Acrddemic Year Ending August 2024: Jos h Chamberlain Funded Pro 163 learners worked towards enty level accredited programmes in English, ESOL, Maths and Life & Living Skills. 163 learners completed a qualification or part of a qualification. 15 learners working towards pre-entry ESOL (RARPA). 433 qualifications delivered. Perforn]ance results were. achievement 97.7 %, retention 99.15 %, pass rate 98.53 %, attendance 86.60/0.
Birmingham Ethnic Education And Advisory Service Trust Annual Report (continued) th Year ended 30 September 2024 43 students enrolled on an inforn]al pre-enty feeder course. Total number of learners for academic year - 221 The charity took on 221 students during the year comprising 15 on a RARPA pre-enty learning programme & 163 working towards an enty level accredited programme. 43 students enrolled on an infonnal pre-enty course. Number of students Number completing courses Number achieving qualificationslpart ualifications 15 163 Pre-en learnin Enty level accredited courses 15 163 15 163 Additional Pro amme: Resettlement Schem¢ RS During the year ended 2024, BEEAS had 15 learners overall on the ESOL Chat of the Resettlement programme and there were 23 learners in the Afghan Basic English part of the programme. Furthern]or¢, there were 4 learners taking part in the Family Homework support. Moreover, there were an overall of 61 adults and I l O children partaking in the holiday programme during the year. Additional Pro amme: S an Vulnerable Persons Resettlement Scheme SVPRS During the year ended 2024, BEEAS had 21 learners with 13 in Enty l¢v¢l and 8 in Pre-enty on the ESOL Extra of the SJTian programme. Moreover, there were an overall of 22 adults and 36 children partaking in the holiday programme during the year. Furthennore, there were 16 children taking part in the GCSE study skills. Additional Pro an Pro There were 26 regular learners during the year with some learners additionally attending accredited prOaMmeS provided by BEEAS and other training providers. Determining level of income reserve BEEAS is non-profit making trust, and maintains an adequate level of reserv¢s. Relationship with other organisations BEEAS has an annual contract with Joseph Charnberlain College to assist in the delivery of community provision and with Birniingham City Council to work with refugee families. Lqh4A< MoRQI£ Ig-5-If Sied on behalf of the trustees on Dili4 IA¥ Signed on behalf of the trustees on
Birmingham Ethnic Education And Advisory Service Trust th Year ended 30 September 2024 Independent Examiner's Report to Trustees of Birmingham Ethnic Education & Advisory Service Trust Independent Examiner's Report to the Trustees of Birmingham Ethnic Education And Advlsory Service Trust I report to the charity trustees on my examination of th¢ accounts of Birniingham Ethnic Education And Advisory Service Trust for the year ended 30 September 2024. Responsibilities and basis of report As the charity's trustees of the Charity you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 ('the Act,). You are satisfied that the accounts of the trust are not required by charity law to be audited and have chosen instead to have an independent examination. I report in respect of my examination of the Charity's accounts carried out under section 145 of the 201 l Act and in canying out my examination I have followed all the applicable directions given by the Charity Commission under section 145(5)(b) of the 2011 Act. An independent examination docs not involve gathering all the evidence that would bc required in an audit and consequently does not cov¢r all the matters that an auditor considers in giving their opinion on the accounts. The planning and conduct of an audit goes beyond the limited assuran¢¢ that an independent examination can provide. Consequently I express no opinion as to whether the accounts present a 'true and fair, view and my report is limit¢d to those specific matters set out in the ind¢pendent examiner's statement. Independent examiner's statement Since the Trust's gross income exceeded £250,000 your examiner must be a member of a body listed in section 145 of the 2011 Act. I confinn that l am qualified to undertake the examination because l am a member of ICAEW, which is one of the listed bodies I have completed my examination. I confinn that no matters have come to my attention in conn¢ction with the examination giving me cause to believe that in any material respect: accounting records w¢re not kept in respect of the Trust as required by section 130 of the 201 l Act. or 2. the accounts do not accord with those records. 3. the accounts do not comply with the applicable requirements concerning the fonn 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; or 4. the accounts have not been prepared in accordance with the methods and principles of the Statement of Recommended Practice for accounting and reporting by charities applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102).
Birmingham Ethnic Education And Advisory Service Trust th Year ended 30 September 2024 Independent Examiner?s Report to Trustees of Birmingham Ethnic Education & Advisory Servlce Trust I confirn] that there are no other matters to which your attention should be drawn to enable a proper und¢rstanding of the accounts to be reached. Mr Rizwan Javed Mphil (Cantab) FCA For and on behalf of Javed & Co Chartered Accountants 109 Hagley Road Birn]ingham B16 8LA
Birmingham Ethnic Education And Advisory Service Trust Income Statement Year ended 30th September 2024 Restricted income funds Prlor year funds Ullrestricted fullds Total funds Incoming resources (Note 3) Income from: Charitable activities Investsnents 320,749 18,235 61,422 382,171 378,798 18,235 8,555 Total 338,984 61,422 400,406 387,353 Resources expended (Note 4) Expenditure on: Charitable activities Other 310,569 52,052 362,621 335,081 Total 310,569 52,052 362,621 335,081 Net Incomel(expenditure) 28,415 9,370 37,785 52,272 Net movement in funds 28,415 9,370 37,785 52,272 Reconciliation offunds.. Total funds brought forward Transfers 803,675 -719 1,520 805,195 752,923 719 Totalfunds carriedforward 831,371 11,609 842,980 805,195
Birmingham Ethnic Educatlon And Advisory Service Trust Balance Sheet th Year ended 30 September 2024 Restricted income Total Total funds this year last year Unrestrlcted fullds Fixed assets Tanglble assets (Note 8) 8,406 8,406 11,048 TotalfLred assets 8,406 8,406 11.048 Current assets Debtors (Note 9) Cash at bank and in hand (Note 11) 386,479 772,676 30,000 416,479 355,202 42,401 815,077 767,984 Total current assets 1,159,155 72,401 1,231,556 1,123,186 Creditors: amounts falling due within one year (Note 10) 336,189 60,792 396,981 329,039 Net current asse1¢11abIIltses) 822,966 11,609 834,575 794,147 Total assets less current liabilities 831,372 11,609 842,981 805,195 Credltors: amounts fAlling due after one year (Note 10) Total net assets or liabilities 831,372 11,609 842,981 805,195 Funds of the Charity Restrlcted Income funds (Note 12) Unrestricted funds 11,609 11,609 831,371 1,520 803,675 831,171 Totalfunds 831,171 11,609 842,980 805,195 These financial statements were approved by the Trnstees on 11 FebYuor8 ao Trustee Trustee
Birmingham Kthnic Education And Advisory Service Trust Notes to the accounts th Year ended 30 September 2024 Note I: Basis of preparation 1.1 Basls of accounting These financial statements have been prepared in compliance with FRS 102, 'The Financial Reporting Standard applicable in the UK and the Republic of Ireland,, the 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) (Charities SORP (FRS 102)) and th¢ Charities Act 2011.
Birmingham Ethnic Education And Advisory Service Trust Notes to the accounts (continued) Year ended 30th September 2024 2.2 INCOME Recognition of income These are included in the Statement of Financial Activities (SOFA) when: the charity becomes entitled to the resources; it is more likely than not that the trustees will receive the resources. and the monetary value can be measured with sufficient reliability. Offsetting There has been no offsetting of assets and liabilities, or income and expenses, unless rquired or pern]itted by the harity SORP or FRS 102 la. Grants and donations Grants and donations are only included in the SOFA when the general income recognition criteria arc met (5.1 O to 5.12 FRS102 la charity SORP). In the case of perfonnance related grants, income must only be recognised to the extent that the charity has provided the specified goods or services as entitlement to the grant only occurs when th¢ p¢rfonnance related conditions are met (5.16 FRS 102 charity SORP). Contraeturdl Income and performance This is only included in the SOFA once the charity has related grants provided the related goods or services or met the perforn]ancc related conditions. Income from Interes( royalties and divldends This is included in the accounts when receipt is probabl¢ and the amount receivable can be measured reliably. 2.3 EXPENDITURE AND LIABILITIES Liability recognition Liabilities are reco]sed where it is more likely than not that the is a legal or constructiv¢ obligation committing the charity to pay out resources and the amount of the obligation can be measured with reasonabl¢ certainty. Governance and support costs Support costs have been allocated between governance costs and other support. Governance costs comprise all costs involving public accountability of the charity and its ompliance with regulation and good practice. Support costs include central fLmctions and have been allocated to activity cost categories on a basis consistent with the use of resources, e.g. allocating propety costs by floor areas, or per capita, staff costs by the time spent and other costs by their usage
Birmingham Ethnic Education And Advisory Service Trust Notes to the accounts (continued) Year ended 30th September 2024 Creditors The charity has creditors which are measured at settlement amounts less any trade discounts Provisions for liabilities A liability is measured on recognition at its historical cost and then subsequently measured at the best estimate of the amount required to settle the obligation at the reporting date 2.4 ASSETS Tanglble fixed assets for use by charity Dq)reciation is calculated so as to write off the cost or valuation of an asset, less its residual value, over the useful ¢conomic life of that asset as follows: Tangible assets (Acquired up until 30 September 2021) - 20 % reducing balance. st Tangible assets (Acquir¢d from l October 2021) - 20% straight lin¢. Debtors Debtors (including trade debtors and loans receivable) are measured on initial recognition at settlement amount after any trade discounts or amount advanced by the charity. Subsequently, they ar¢ measured at the cash or oth consideration exp¢ct¢d to be received. Current asset Investments The charity has investments which it holds for resale or pending their sale and cash and cash equivalents with a maturity date less than one year. These include cash on deposit and cash equivalents with a maturity date of less than one year held for investment purposes rather than to meet short tern] cash commitments as they fall due. They are valued at fair value except wher¢ they qualify as basic financial instrLunents.
Birmingham Ethnic Education And Advisory Service Trust Notes to the accounts (contlnued) Year ended 30th September 2024 Note 3: Analysis of income Restrlcted income funds Unrestricted funds Total funds Prior year Anfdlysis Donations and legacies: Donations and gifts Total Charitable activitles: ESOL / Literacy & Numeracy 320,749 61,422 382,171 377.358 Mental Health Workshops 1,440 Total 320,749 61,422 382,171 378,798 Income from Investments: Interest income 18,235 18,235 8,555 Total 18,235 18,235 8.555 TOTAL INCOME 338,984 61,422 400,406 389,353 -10-
Birmingham Ethnic Education And Advisory Service Trust Notes to the accounts (continued) Year ended 30th September 2024 Note 4: Analysis of expenditure Unrestrlcted Restricted funds funds Total funds Prior year Analysis ESOL / Literacy & Numeracy Expenditure on charitable activities 310,569 52,052 362,621 331.776 Mental Health Workshops 3,205 Total expenditure on cbaritable activitie$ 310,569 52,052 362,621 334,981 Other Other donations under £500 100 Total other expenditure 100 TOTAL EXPENDITURE 310,569 52,052 362,621 335,081 Note 5: Details of certaln Items of expendithre Fees for examlnatlon of the accounts Thls perlod Last year Independent examiner's fees Other fees 1,750 2,570 1,400 2,440 4,320 3,840 -11-
Birmingham Ethnic Education And Advisory Service Trust Notes to the accounts (continued) Year ended 30th September 2024 Note 6: Paid employees 6.1 Staff Costs This period Last year Salaries and wages Social security costs Pension costs (defmed contribution scheme) 237,565 9,067 3,671 221,060 7,180 3,097 Total staff costs 250,303 231,337 No employees received employee benefits (excluding employcr pension costs) for the reporting period of mor¢ than £60,000 6.2 Average head count In the period Charitable Activitles This period Number 31 Last year Number 29 Total 31 29 Note 7: Dered contribution pension scheme All expense of p¢nsion contributions has been allocated to unrestricted funds und¢r 'Expenditure on Charitable Activities, _ ESOL l Literacy & Numeracy Amount of contributions recognised in the SOFA as an expense 3,671 -12-
Birmingham Ethnic Education And Advisory Service Trust Notes to tbe accounts (continued) Year ended 30th September 2024 Note 8: Tangible red assets 8.1 Cost or valuation Fixtures, fittings and equipment Total At the beginning of the period Additions Disposals 26,207 1,162 26,207 1,162 At end of the period 27,369 26,369 Depreciation At beginning of the period Depreciation Depreciation on disposals 15,159 3,804 15,159 3,804 At end of the perlod 18,963 18,963 Carrying amount Net book value at the beginning of the year 11,048 11,048 Net book value at the end of the year 8,406 8,406 -13-
Birmingham Ethnic Education And Advisory Service Trust Notes to the accounts (continued) Year ended 30th September 2024 Note 9: Debtors and prepayments Analysis of debtors This period Last year Prepayments and accrued income Trade debtors Other debtors 416,400 79 321,756 33,200 246 TotaI 416,479 355,202 Note 10: Creditors and accruals Analysls of creditors Amounts falling due after more than one year Amounts falllng due wltbln one year Thls period Last year Tbls year Last year Accruals and deferred Income Taxation and social security Net wages Other credltors Aged creditors 369,306 5,392 17,503 1,611 3,170 306,678 3,846 15,268 903 2,344 Total 396,981 329,039 Note 11; Cash at bank and in hand This period Last year Short term deposlts Cash at bank and on hand 292,777 522,300 281,064 486,920 Total 815,077 767,984 -14-
Birmingham Ethnic Education And Advisory Service Trust Notes to the accounts (continued) th Year ended 30 September 2024 Note 12: Charity funds 12.1 Details of material funds held and movements during the CURRENT reporting period Fund Names Type Purpose and Re- strictions Fund balances brought- forward Fund balances carried forward Expendi- ture Transfers Income Syrian Refugee Project (ESOLI Literacy & Nu- meracy) Re- stricted Funds Monies are restricted for use on the running of the pro- -595 20,736 -20,860 719 Resettlement Pro- gramme (ESOL, Online study skills & Family homework sup- port) Monies are restricted for use on the running of the pro- gramme stricted Funds 38,686 -29,473 9,213 Afghan Refugee Project (ESOL & stricted mental health Funds awareness) Monies are restricted for use on the rLuming of the pro- gramme 2,115 2,000 -1,719 2,396 Other funds N/a Nla 803,675 338,984 -310,569 -719 831,371 Total Funds 805,195 400,406 -362,621 842,980 -15-
Birmingham Ethnic Education And Advisory Service Trust Notes to the accounts (continued) th Year ended 30 September 2024 Note 12: Charity funds 12.1 Details of material funds held and movements durlng the PREVIOUS reporting perlod Fund Names Type Purpose and Re- strictions Fund balances brought- forward Income Fund balances carried forward Expendi- ture Transfers Syrian Refugee Project (ESOLJ Literacy & Nu- meracy) Monies are restricted for use on the running of the pro- gramme Monies are restricted for use on the running of the pro- stricted Funds -2,076 42,357 -40,876 -595 Birn]ingham & Solihull Mental Health NHS Foundation Trust stricted Funds 1,429 700 -2,129 Afghan Rege¢ Project (ESOL & stricted mental health Funds awareness) Monies are restricted for use on the running of the pro- 4,000 4,000 -5,885 2,115 Commonwealth Games Fund Grant (Mental health awareness & engagement of women in local area) Monies are restricted for use on the running of the pro- stricted Funds 336 740 -1,076 Other funds N/a N/a 749,234 339,556 -285,115 803,675 Total Funds 752,923 387,353 -335,081 805,195 -16-
Birmingham Ethnic Education And Advisory Service Trust Notes to the accounts (continued) th Year ended 30 September 2024 Note 13: Trrdnsactions with trustees and related parties 13.1 Trustee remuneration and benefits None of the trustees have been paid any remuneration or received any other benefits from an employment with their charity or a related entity. 13.2 Trustees, expenses During the year £879 (2023 - £244) of IT related, reimbursement of DBS checks, and governance course expenses in connection with the Charity were paid to 6 Trustees (2023: 5 Trustees). 13.3 Transactions wltb related parties There have been no rclated paty transactions in the reporting period. -17-