## **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|
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**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|
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## – 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|||
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## **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|||
||||
||||
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|**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 .
- **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 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:
- 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._
**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**