Trustees’ Annual Report for the period
From 6 April 2020 Period start date To 5 April 2021 Period end date
Charity name: Families Initiative For India
Charity registration number: 1093565
Objectives and Activities
----- Start of picture text -----
SORP reference
Summary of the Para 1.17 Support for education, housing and
purposes of the charity poverty relief within Kurnool Diocese,
as set out in its Andhra Pradesh, India.
governing document
Summary of the main Para 1.17 and Education and community projects
1.19
activities in relation to that support the poorest families
those purposes for the within supported parishes.
public benefit, in
particular, the activities,
projects or services
identified in the
accounts.
Statement confirming Para 1.18 The trustees have understood and
whether the trustees have regard to the charities
have had regard to the commission guidance on public
guidance issued by the benefit
Charity Commission on
public benefit
----- End of picture text -----
Additional information (optional)
You may choose to include further statements where relevant about:
----- Start of picture text -----
SORP reference
Grants are made through the Diocese
Para 1.38 of Kurnool who allocate the funds to
Policy on grant making pre-agreed projects such as
community schools and local
community projects that support the
poor.
Para 1.38
Policy on social
investment including
program related
investment
The charity’s two trustees work on a
Para 1.38 voluntary basis and occasionally other
Contribution made by volunteers help with fund-raising
volunteers events in the UK e.g. charity lunch
----- End of picture text -----
Other
Achievements and Performance
----- Start of picture text -----
SORP reference
The grants made via the Catholic
Diocese of Kurnool have funded a
number of projects. Examples within
Summary of the main 2020-21 include: Educational grants
Para 1.20
achievements of the that fund school books, uniforms,
charity, identifying the school hostel accommodation.
difference the charity’s Women’s tailoring project to train
work has made to the local women in tailoring skills so that
circumstances of its they can earn an income from home.
beneficiaries and any Distribution of food parcels to poor
wider benefits to society and unemployed families during
as a whole. Covid crisis. Construction and refit of
community hall to enable poor
families to use these for celebration
and community events at low cost.
----- End of picture text -----
Additional information (optional)
You may choose to include further statements where relevant about:
Achievements against Para 1.41 objectives set
The trustees are satisfied that the projects supported have met their objectives in terms of improving educational opportunities and benefiting the lives of the poor in this part of India.
----- Start of picture text -----
Performance of
fundraising activities Para 1.41
against objectives set
Investment performance Para 1.41
against objectives
Other
----- End of picture text -----
Financial Review
----- Start of picture text -----
Review of the charity’s Para 1.21 As covered in financial statement
financial position at the
end of the period
Statement explaining Para 1.22 No reserves are held in the long term
the policy for holding but sometimes funds are held in the
reserves stating why bank account pending the start of
they are held new projects or school activities
Amount of reserves held Para 1.22 Variable funds held in bank account
pending start of projects
Reasons for holding zero Para 1.22 n/a
reserves
Details of fund materially Para 1.24 n/a
in deficit
Explanation of any Para 1.23 n/a
uncertainties about the
charity continuing as a
going concern
----- End of picture text -----
Additional information (optional)
You may choose to include further statements where relevant about:
----- Start of picture text -----
Funds are from regular donations and
one off donations from individuals
The charity’s principal within the UK. Occasional fund-raising
sources of funds Para 1.47 events are held e.g. curry lunch
(including any
fundraising)
n/a
Investment policy and
objectives including any Para 1.46
social investment policy
adopted
n/a
A description of the Para 1.46
principal risks facing the
charity
Other
----- End of picture text -----
Structure, Governance and Management
----- Start of picture text -----
Description of charity’s
trusts:
Type of governing Para 1.25 Registered charity
document
(trust deed, royal
charter)
How is the charity Para 1.25 Unincorporated association
constituted?
(e.g unincorporated
association, CIO)
Trustee selection Para 1.25 Trustees are non-elected voluntary
methods including position
details of any
constitutional provisions
e.g. election to post or
name of any person or
body entitled to appoint
one or more trustees
----- End of picture text -----
Additional information (optional)
You may choose to include further statements where relevant about:
----- Start of picture text -----
n/a
Policies and procedures
adopted for the Para 1.51
induction and training of
trustees
The charity is run in the UK by two
voluntary trustees. In India, all grants
The charity’s and activities are overseen by the
organisational structure Para 1.51 Catholic Diocese of Kurnool.
and any wider network
with which the charity
works
Relationship with any Para 1.51
related parties
Other
----- End of picture text -----
Reference and Administrative details
----- Start of picture text -----
Charity name Families Initiative for India
Other name the charity FIFI
uses
Registered charity 1093565
number
----- End of picture text -----
| Charity’s principal address |
c/o Heather Cowper, 22 Henleaze Avenue, Bristol, BS9 4ET |
||
|---|---|---|---|
Names of the charity trustees who manage the charity
----- Start of picture text -----
Name of person (or body)
Dates acted if not for
Trustee name Office (if any) entitled to appoint trustee
whole year
(if any)
1 Heather Cowper Trustee Whole year n/a
2 Robert Burgess Trustee Whole year n/a
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
----- End of picture text -----
Corporate trustees – names of the directors at the date the report was approved Director name n/a
Name of trustees holding title to property belonging to the charity
----- Start of picture text -----
Trustee name Dates acted if not for
whole year
n/a
----- End of picture text -----
Funds held as custodian trustees on behalf of others
Description of the assets n/a held in this capacity Name and objects of the n/a charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements n/a for safe custody and segregation of such assets from the charity’s own assets
Additional information (optional)
Names and addresses of advisers (Optional information)
Type of Name Address adviser n/a
Name of chief executive or names of senior staff members (Optional information)
Exemptions from disclosure
Reason for non-disclosure of key personnel details
n/a
Other optional information
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) Robert Burgess Full name(s) Heather Cowper
Position (eg Trustee Secretary, Chair, etc)
Date 29 Mar 2022
Charity Name No (if any)
Receipts and payments accounts For the period Period start date Period end date To from 4/6/2020 4/5/2021
Section A Receipts and payments
----- Start of picture text -----
Unrestricted Restricted Endowment
Total funds
funds funds funds
to the nearest
to the nearest £ to the nearest £ to the nearest £
£
A1 Receipts
Donations 72,445 - - 72,445
- - - -
- - - -
- - - -
- - - -
- - - -
- - - -
- - - -
Sub total (Gross income for AR) 72,445 - - 72,445
A2 Asset and investment sales,
(see table).
- - - -
- - - -
Sub total [ - ] - - -
Total receipts 72,445 - - 72,445
A3 Payments
53,239 - - 53,239
- - - -
- - - -
- - - -
- - - -
- - - -
- - - -
- - - -
- - - -
Sub total 53,239 - - 53,239
A4 Asset and investment
purchases, (see table)
- - - -
- - - -
Sub total - - - -
Total payments 53,239 - - 53,239
Net of receipts/(payments) 19,206 - - 19,206
A5 Transfers between funds - - - -
A6 Cash funds last year end - - - -
Cash funds this year end 19,206 - - 19,206
----- End of picture text -----
Section B Statement of assets and liabilities at the end of the period
| Unrestricted | Restricted | ||||
|---|---|---|---|---|---|
| Categories | Details | funds | funds | ||
| B1 Cash funds | Bank account | Total cash funds | to nearest £ 37,084 - - 37,084 |
to nearest £ - - - - |
|
| (agree balances with receipts and payments account(s)) |
Agreement Error | OK | |||
| Unrestricted | Restricted | ||||
| funds | funds | ||||
| B2 Other monetary assets | Details | to nearest £ - - - - - - |
to nearest £ - - - - - - |
||
| B3 Investment assets | Details | Fund to which asset belongs |
Cost (optional) - - - - - |
||
| B4 Assets retained for the | Details | Fund to which asset belongs |
Cost (optional) - |
||
| charity’s own use | - - - - - - - - |
||||
| Fund to which | Amount due | ||||
| B5 Liabilities | Details | liability relates | - - - - - (optional) |
||
| Signed by one or two trustees on behalf of all the trustees |
Signature | Name | |||
| Heather Cowper | |||||
| Robert | Burgess |
----- Start of picture text -----
CC16a
----- End of picture text -----
Last year
to the nearest £
-
-
-
-
Endowment funds to nearest £
-
OK
Endowment funds to nearest £
-
Current value (optional)
-
Current value (optional)
When due (optional)
Date of approval 29-Mar-22 29-Mar-22
Independent examiner's report on the accounts
Section A Independent Examiner’s Report
Report to the trustees/ Charity Name Families Initiative for India members of On accounts for the year 5[th] April 2021 Charity no 1093565 ended (if any) Set out on pages N/A
I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 05/04/2021
- Responsibilities and As the charity trustees of the Trust, you are responsible for the preparation basis of report of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).
I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed 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 (other than that disclosed below *) in connection with the examination which gives me cause to believe that in, any material respect:
-
accounting records were not kept in accordance with section 130 of the Act or
-
the accounts do not accord with the accounting records
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached.
- Please delete the words in the brackets if they do not apply.
Date: 13/04/2022 Signed: Name: Ann-marie Kelly MICD PM.Dip Relevant professional Member of the Institute of Certified Bookkeepers qualification(s) or body (if any):
Address: Creech Castle Taunton Somerst. TA1 2DX
1
October 2018
IER
Section B Disclosure
Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).
Give here brief details of any items that the examiner wishes to disclose .
2
October 2018
IER