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2024-04-04-accounts

Trustees’ Annual Report for the period

From 05/04/2023 Period start date 04/04/2024 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. Occasionally other
volunteers help with fund-raising events in
the UK although none were held in this
financial year.
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 2023-24 of total £45,000
include:
Educational Projects
-
Educational grants to 127 children
from poorer families to fund school
fees £11500
-
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 £4275
-
Driving course incl training and
driving licence for young people to
enable employment in transport
sector £3800
-
Renovation of roof in Telugu
Medium High School £6655
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
-
Building of toilet block on parish
campus for use of the community.
£3740
-
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
Para 1.41 N/A

Investment performance against objectives 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		 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

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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)

Names and addresses of advisers (Optional information) Names and addresses of advisers (Optional information) Names and addresses of advisers (Optional information)
Type of
adviser
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)
Full name(s)
Position (eg Secretary,
Chair, etc)
Date
Heather Cowper Robert Burgess

Trustee
02 September 2024
02 September 2024
Charity Name No (if any) No (if any)
Families Initiative for India 1093565
Receipts andpayments accounts CC16a
For the period
from
~~rr ~~		 For the period
 Period start date
05/04/2023
~~a~~		 To
~~ee~~		 Period end date
04/04/2024
Section A Receipts and payments Section A Receipts and payments
Unrestricted
funds		 Restricted
funds		 Restricted Endowment
funds		 Total funds Last year
to the nearest
£		 to the nearest to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £
A1 Receipts
Donations 38 232 - - - 38 232 - -
Giftaid Refund - - - - - - -
- - - - - - -
- - - - - - -
- - - - - - -
- - - - - - -
- - - - - - -
- - - - - - -
Sub total(Gross income for
AR)		 (Gross income for
AR)
38 232		 - - - 38 232 - -
A2 Asset and investment sales,
(see table).
-
-
-
-
-
-
-
-
-
Sub total -
-
-
-
-
Total receipts 38 232
-
-
38 232
-
~~——————~~
A3 Payments
Bank charges 81 - - - 81 - -
Transfer to Indian charity partner 45 000 - - - 45 000 - -
- - - - - - -
- - - - - - -
- - - - - - -
- - - - - - -
- - - - - - -
- - - - - - -
- - - - - - -
**Sub total ** 45 081 - - - 45 081 - -
A4 Asset and investment
purchases, (see table)
-
-
-
-
-
-
-
-
Sub total -
-
-
-
-
Total payments
45 081
-
-
45 081
-
Net of receipts/(payments)
- 6 849
-
- - 6 849
-
A5 Transfers between funds
-
- -
-
-
A6 Cash funds last year end
21 927
- -
21 927
-
Cash funds this year end
15 078
-
- 15 078
-
~~———=—~~
~~SSS55=~~

CCXX R1 accounts (SS)

1

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

Categories
Signed by one or two trustees on
behalf of all the trustees
B5 Liabilities
B3 Investment assets
B2 Other monetary assets
B4 Assets retained for the
charity’s own use
B1 Cash funds		 Details
Details
Total cash funds
(agree balances with receipts and payments
account(s))
Bank Account
Details
Details
Details
Signature		 Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
15 064
-
-
-
-
-
15 064
-
Agreement Error
OK
Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
-
-
-
-
-
-
-
-
-
-
-
-
Fund to which
asset belongs
Cost (optional)
-
-
-
-
-
Fund to which
asset belongs
Cost (optional)
-
-
-
-
-
-
-
-
-
Fund to which
liability relates
Amount due
(optional)
-
-
-
-
-
Print Name
Heather Cowper
Robert Burgess		 Endowment
funds
to nearest £
-
-
-
-
OK
Endowment
funds
to nearest £
-
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
-
-
-
-
When due
(optional)
Date of
approval
Heather Cowper 02-Sep-24
Robert Burgess 02-Sep-24

CCXX R2 accounts (SS)

2

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 04/04/2024 Charity no 1093565 ended (if any) Set out on pages 1 and 2 (remember to include the page numbers of additional sheets)

I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 04/04/2024 .

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 examiner's statement

I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination which gives me cause to believe that in, any material respect:

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached.

Signed: Date: 20.09.2024 ~~| ondlly |~~ Name: ANN-MARIE KELLY ~~Pe~~ 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 TA1 2DX

Section B Disclosure ~~ee~~ Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).

1

October 2018

IER

Give here brief details of any items that the examiner wishes to disclose .

2

October 2018

IER