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2023-04-04-accounts

Trustees’ Annual Report for the period

From 05/04/2022 Period start date 04/04/2023 Period end date

Charity name: Families Initiative for India

Charity registration number: 1093565

Objectives and Activities

SORP reference
Summary of the purposes of
the charity as set out in its
governing document
Para 1.17 Support for education, housing and poverty
relief within Kurnool Diocese, Andhra
Pradesh, India.
Summary of the main
activities in relation to those
purposes for the public
benefit, in particular, the
activities, projects or
services identified in the
accounts.
Para 1.17 and
1.19
Education and community projects that
support the poorest families within
supported parishes.
Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit
Para 1.18 The trustees have understood and have
regard to the charities commission
guidance on public benefit

Additional information (optional)

You may choose to include further statements where relevant about:


SORP reference
Policy on grant making Para 1.38 Grants are made through the Diocese of
Kurnool who allocate the funds to pre-
agreed projects such as schools and local
community projects that support the poor.
Policy on social investment
including program related
investment
Para 1.38 N/A
Contribution made by
volunteers
Para 1.38 The charity’s two trustees work on a
voluntary basis and occasionally other
volunteers help with fund-raising events in
the UK
Other

Achievements and Performance

SORP reference
Summary of the main
achievements of the charity,
identifying the difference the
charity’s work has made to
the circumstances of its
beneficiaries and any wider
benefits to society as a
whole.
Para 1.20 The grants made via the Catholic Diocese
of Kurnool have funded a number of
projects. Grants in 2022-23 of total £45,000
include:
Educational Projects
-
Educational grants to 100 children
from poorer families to fund school
fees £10320
-
Educational grant to cover cost of
school uniforms and books for
sponsored children £2100
-
Scholarships to college students to
enable poorer students to attend
further education £3750
-
Driving course incl training and
driving licence for young people to
enable employment in transport
sector £3300
Community projects:
-
Women’s tailoring project to train
local women in tailoring skills so
that they can earn an income from
home.
£2370 for sewing machines &
£1860 for tailoring teacher’s salaries
-
Renovation of community hall to
enable poor families to use these
for celebration and community
events at low cost. £12600
-
Renovation of shops adjoining
parish church to rent these to
poorer families £8700

Additional information (optional) You may choose to include further statements where relevant about:


Achievements against
objectives set

Para 1.41

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.
Performance of fundraising
activities against objectives
set
Para 1.41 N/A
Investment performance
against objectives
Para 1.41 N/A

Other

Financial Review

Financial Review
Review of the charity’s
financial position at the end
of the period
Para 1.21 As covered in financial statement
Statement explaining the
policy for holding reserves
stating why they are held
Para 1.22 No reserves are held in the long term but
sometimes funds are held in the bank
account pending the start of 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
reserves
Para 1.22 N/A
Details of fund materially in
deficit
Para 1.24 N/A
Explanation of any
uncertainties about the
charity continuing as a going
concern
Para 1.23 N/A

Additional information (optional) You may choose to include further statements where relevant about:


The charity’s principal
sources of funds (including
any fundraising)

Para 1.47

Funds are from regular donations and one
off donations from individuals within the
UK.
Investment policy and
objectives including any
social investment policy
adopted
Para 1.46 N/A
A description of the principal
risks facing the charity
Para 1.46 N/A
Other

Structure, Governance and Management

Description of charity’s
trusts:
Type of governing document
(trust deed, royal charter)
Para 1.25 Registered charity
How is the charity
constituted?
(e.g unincorporated
association, CIO)
Para 1.25 Unincorporated association
Trustee selection methods
including details of any
constitutional provisions e.g.
election to post or name of
any person or body entitled
to appoint one or more
trustees
Para 1.25 Trustees are non-elected voluntary position

Additional information (optional)

You may choose to include further statements where relevant about:


Policies and procedures
adopted for the induction
and training of trustees

Para 1.51

N/A
The charity’s organisational
structure and any wider
network with which the
charity works
Para 1.51 The charity is run in the UK by two
voluntary trustees. In India, all grants and
activities are overseen by the Catholic
Diocese of Kurnool.
Relationship with any
related parties
Para 1.51 N/A
Other

Reference and Administrative details

Charity name Families Initiative for India
Other name the charity uses FIFI
Registered charitynumber 1093565
Charity’s principal address c/o Heather Cowper, 22 Henleaze Avenue, Bristol, BS9 4ET

Names of the charity trustees who manage the charity

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
Trustee name Office (if any) Dates acted if not for whole
year
Name of person (or body) entitled
to appoint trustee (ifany)
Heather Cowper Trustee Wholeyear n/a
Robert Burgess Trustee Wholeyear n/a

– 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

Trustee name Dates acted if not for whole year
N/A

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 for N/A 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
adviser
Name
Address
Name
Address
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 Secretary, Trustee Chair, etc)

Date 17 July 2024

Charity Name No (if any) Families Initiative for India 1093565 Receipts and payments accounts CC16a For the period Period start date Period end date To from 4/5/2022 4/4/2023

Section A Receipts and payments
A1 Receipts
Donations
16,507
Giftaid Refund
27,554
-
-
-
-
-
-
44,061
-
-
Sub total -
Total receipts 44,061
A3 Payments
Bank charges
126
Transfer to Indian charity partner
45,000
-
-
-
-
-
-
-
Sub total 45,126
-
-
Sub total -
Total payments 45,126
Net of receipts/(payments) - 1,065
A5 Transfers between funds
-
A6 Cash funds last year end
-
Cash funds this year end - 1,065
Unrestricted
funds
to the nearest £
Sub total(Gross income for AR)
A2 Asset and investment sales,
(see table).
A4 Asset and investment
purchases, (see table)
to the nearest £
Restricted
funds
to the nearest £
Endowment
funds
Total funds
to the nearest £
Last year
to the nearest £
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
16,507
27,554
-
-
-
-
-
-
44,061
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
- - 44,061 -
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
126
45,000
-
-
-
-
-
-
-
45,126
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
- - 45,126 -
-
-
-
-
-
-
-
-
- 1,065
-
-
- 1,065
-
-
-
-

Section B Statement of assets and liabilities at the end of the period

Categories
B1 Cash funds
B2 Other monetary assets
B3 Investment assets
B5 Liabilities
B4 Assets retained for the
charity’s own use
Signed by one or two trustees on
behalf of all the trustees
Details
Bank Account
Details
Details
Details
Details
Signature
Total cash funds
(agree balances with receipts and payments
account(s))
to nearest £
to nearest £
21,912
-
-
-
-
-
21,912
-
Agreement Error
OK
to nearest £
to nearest £
-
-
-
-
-
-
-
-
-
-
-
-
Cost (optional)
-
-
-
-
-
Cost (optional)
-
-
-
-
-
-
-
-
-
-
-
-
-
-
Print Name
Heather Cowper
Robert Burgess
Unrestricted
funds
Restricted
funds
Unrestricted
funds
Restricted
funds
Fund to which
asset belongs
Fund to which
asset belongs
Fund to which
liability relates
Amount due
(optional)
to nearest £
Endowment
funds
-
-
-
-
OK
to nearest £
Endowment
funds
-
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
-
-
-
-
When due
(optional)
Date of
approval
Heather Cowper 10-Jul-24
Robert Burgess 10-Jul-24

Independent examiner's report on the accounts

Section A Independent Examiner’s Report

Report to the trustees/ Families Initiative for India members of On accounts for the year 5 April 2023 Charity no 1093565 ended (if any) Set out on pages N/A (remember to include the page numbers of additional sheets)

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:

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.

Signed: Date: 07.08.2024 Name: ANN-MARIE KELLY Relevant professional Member of the Institute of Certified Bookkeepers - MICB PM.Dip qualification(s) or body (if any): Address: Smarties Bookkeeping Limited. The Keep Creech Castle, Taunton. Somerset. 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