2022-01-31-accounts - Rosie May Foundation

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

Trustees' Annual Report for the period

From

Period start date Period end date 01 02 2021 31 01 2022 To

Section A Reference and administration details

Charity name Other names charity is known by Registered charity number (if any) 1113049

ROSIE MAY FOUNDATION

RMF

Charity's principal address PO Box 9440 Nottingham Postcode NG13 0WQ

Names of the charity trustees who manage the charity

Trustee name	Office (if any)	Name of person (or body) entitled to appoint trustee (ifany)
Mr Neil Price	Chair	Committee
Ms Jane Bungay		Committee
Mr Graham Storrie		Committee
Ms Helen Wells	Treasurer	Committee
Mr John Elliot		Committee
Mrs Sam Ellis		Committee

Names of the trustees for the charity, if any, (for example, any custodian trustees)

Name Dates acted if not for whole year

March 2012

TAR

Names and addresses of advisers (Optional information)

Type of adviser Name Address

Name of chief executive or names of senior staff members (Optional information)

Mrs Mary Storrie CEO

Section B Structure, governance and management

Description of the charity’s trusts

TRUST DEED DATED 20[th ] FEBRUARY 2006 Type of governing document (eg. trust deed, constitution)

How the charity is constituted

CONSISTING OF NINE TRUSTEES (Currently 3 open seats)

(eg. trust, association, company)

Trustee selection methods

TRUSTEES ARE RE-APPOINTED EVERY THREE YEARS

(eg. appointed by, elected by)

Additional governance issues (Optional information)

You may choose to include additional information, where relevant, about:

policies and procedures adopted for the induction and training of trustees;
the charity’s organisational structure and any wider network with which the charity works;
relationship with any related parties;
trustees’ consideration of major risks and the system and procedures to manage them.

In Sri Lanka, RM Foundation Lanka is registered as a private charitable company to deliver programmes through Project Hope directly on the ground.

In addition, we are funding partners for selected local NGOs in Nepal. In Nepal, our implementing partners are SAHAS/NEPAL and ASHA/NEPAL.

In the UK, partnerships with Hope and Homes for Children registered charity 1089490, Nottingham Trent University and The University of Nottingham are ongoing. Related Party Transactions – Mrs Mary Storrie, the spouse of Trustee Graham Storrie, is employed by the Rosie May Foundation and receives a monthly salary.

March 2012

TAR

Section C Objectives and activities

Summary of the objects of the charity set out in its governing document

Protection of children, sustained poverty reduction and empowerment through family support, education and skills training for vulnerable children and families in Sri Lanka – educational and community outreach projects in the Galle District and Colombo.
Protection of children, sustained poverty reduction and empowerment through family support, education and skills training for marginalised children and families in rural Nepal – family support for survivors of trafficking, income generating programmes and educational programmes in Kathmandu, Chitwan, Mangri and Meselmi villages.

March 2012

TAR

Think Pink Sri Lanka – trains women to drive highly visible pink tuk tuk taxis to provide safe journeys for women and children, especially girls, and provide a robust income for single-mum drivers. This ground-breaking programme is breaking cultural and gender barriers in a male dominated occupation. It aims to increase personal safety, social mobility, digital inclusion and enable economic empowerment for single-parent mums so they can care for their children, preventing family separation.
Rosie May Home – has been successful in providing a home for over 50 children in Sri Lanka and aims to re-unite separated siblings and reintegrate with their family/extended family wherever possible. Over 80% of girls have at least one living parent or relative who mostly live in poverty and are unable to support their children in times of crisis. Our aim is to nurture girls as individuals and help them to achieve their full potential by providing a quality education. Girls are now cared for in the community through reunification and direct family support.

Summary of the main activities undertaken for the public benefit in relation to these objectives (include within this section the statutory declaration that trustees have had with regards to the guidance issued by the Charity Commission on public benefit)

Project Hope – is a community outreach programme in Sri Lanka for vulnerable families and single parents, providing direct, practical family support through a package of holistic care. Income generation skills training, education and counselling prevent family separation and enable families to lift themselves out of poverty. To date, Project Hope has a 100% success rate of keeping families together.
Rosie May Pre-school - provides early years education and free school meals to children from low-income families in Sri Lanka. It aims to reduce inequalities by providing early years education, a nutritious meal and educational resources.
Rosie May After-school programme – empowers vulnerable children through child rights education, developing spoken English, literacy, numeracy, sport and IT in rural communities in Sri Lanka.
Eye screening camps – deliver free prescription spectacles, cataract surgery and education to vulnerable families living in poverty in rural communities in Sri Lanka.
Meselmi Primary school – is an earthquake resilient school rebuilt in the aftermath of the 2015 earthquakes in rural Nepal. It enables children to resume primary education and prevents child trafficking. Solar panels, improved sanitation, piped water, school uniforms, educational resources and a free school meals programme have been provided to increase attendance, raise standards of education and improve personal hygiene and nutrition.
Mangri hostel for senior girls – is situated in one of the most isolated areas of Nepal. Refurbishment of the hostel with desks, improved toilets and showers, plastic greenhouses, piped drinking water, educational resources and school uniforms have been provided to improve educational achievement, personal hygiene, personal safety and nutrition, and enable girls to spend more time studying and less time collecting water.
One light one child - delivers solar lights to children living off-grid in some of the remotest parts of Nepal and Sri Lanka. It aims to

March 2012

TAR

reduce energy poverty by providing 8 hours of light a day, enabling children to study at home in the evenings safely, preventing injuries from studying by open fires and kerosene lamps and raising standards of education.

Water for girls – provides access for households in the remote village of Mangri in Nepal with safe, drinking water, piped directly to a communal tap from the nearest mountain spring 3km away. It reduces disease, improves hygiene and gives girls more time to study as they now spend less time collecting water.
Female farmers – support of a women’s farming co-operative in Nepal enables organic produce to be grown to promote food security and provide cash crops to increase income. Completion of a community collection centre enables storage of crops and provides a fairtrade market for organic produce to be sold by small holder farmers. Installation of two water tanks and ten plastic greenhouses with drip irrigation systems have been provided for 21 small holder farmers and are accessed by the local community.
Survivors of trafficking - supported by UK Aid from the UK Government, Department for International Development (DIFID). This programme re-integrates female survivors of trafficking and domestic violence into communities and re-unites families. Individualised family support includes access to housing, food security, medical support, family counselling, education, career advice and vocational training. Promoting community inclusion and strengthening families by building resilience and economic independence.

Additional details of objectives and activities (Optional information)

An International Internship Research Programme contributes to the monitoring and evaluation of impact in both Sri Lanka and Nepal.

You may choose to include further statements, where relevant, about:

policy on grantmaking;
policy programme related investment;
contribution made by volunteers.
An Internship Programme for undergraduates and graduates from local universities contributes to our UK fundraising and operations.
Professional skills are volunteered through pro-bono support and corporate partnerships which contribute to capacity building of the RMF team by delivering specialised skill sets and training, reducing overhead expenses for the charity.
Volunteers support our community programmes both in the UK and overseas, offering additional manpower and specific skill sets to enhance programmes and deliver social value to communities.
Covid-19 support was delivered by pivoting our resources to mobilise a team of furloughed volunteers during the pandemic. Food and medicine were delivered to vulnerable, isolated people in our local community by volunteer drivers in Rosie, our iconic pink tuk tuk. Furloughed volunteers also offered their professional skills to support the Rosie May Foundation with digital media, PR and administrative roles whilst our team were furloughed.

March 2012

TAR

Section D Achievements and performance

Most of all

Summary of the main In the aftermath of the pandemic we have begun to re-build our team so achievements of the charity that we can continue to fundraise and develop our projects to enable during the year sustainability and increase our reach at a time when those who rely on us for support need us more than ever before. Mitigating the impact of the pandemic is a huge task for our supporters, donors, volunteers and, most of all, our beneficiaries. As support from furloughed volunteers diminished when they returned to work, we have had to adapt to survive and think on our feet to bring in new fundraising ideas to support communities in crisis. We were able to hold our first face to face fundraising events and introduce a commercial trading arm to the charity to provide a new income stream to support our programmes. Rosie our little Pink Tuk Tuk in the UK is now available to hire for weddings, birthdays and events to provide an income to support our local community programmes. She has been joined by Ruby, our electric tuk tuk, who was donated, and together they continue to work in our local community, which is now focused on preventing chronic loneliness and promoting positive mental health through friendship and by delivering good cheer. Rosie and Ruby have become an iconic part of our community and continue to be a lifeline for many, bringing good cheer and raising community spirit. Our team of volunteer drivers are key to delivering this vital work. Fish and Chip Friday, which was initiated in lockdown, is definitely something that our local seniors continue to look forward to and is delivered to rural communities by our volunteer drivers. Similarly, doorstep visits from Tuk Tuk Santa and his elves, have continued this year along with visits to schools and later life communities. In Sri Lanka, we retained our staff on the ground throughout the pandemic and they have now begun to re-introduce programmes to continue to support vulnerable families. Emergency appeals are on-going to provide crisis support, food parcels, counselling and access to medication whilst families forced to live in financial poverty strive to rebuild their livelihoods destroyed by the pandemic. The global pandemic has been a catalyst for change and has opened a space for us to support our local community, as well as those we support in our global community. We have been able to provide a lifeline for lonely, vulnerable and isolated people by pivoting our resources. Fundraising has been approached with a more innovative and entrepreneurial lens using our little Pink Tuk Tuks to enable us to emerge out of the pandemic stronger and more resilient. This crucial strategy has increased our reach to more families in crisis, both in our own community and in those we support in Sri Lanka and Nepal, where the road to recovery will be a long journey for many. Sri Lanka: Retainment of essential on the ground team to deliver to: • 6,000 women and children with extended families provided with emergency food supplies. • 60 single-parent families supported who are at risk of abandoning their children to orphanages due to financial poverty. • 60 families kept together by remote counselling enabling physical, emotional and social support. • 60 Rosie May pre-school children provided with home learning packs to continue early years education during school

March 2012

TAR

Section D Achievements and performance

closures.
9 Pink Tuk Tuk drivers and their families supported during prolonged periods of loss of earnings.
40 nutritious school meals provided daily to pre-school children when open.
200 school children aged 6-16 years enrolled in our afterschool clubs participating in additional classes when allowed to be open.
16 girls from the Rosie May Children’s home have continued their education whilst supported to live in the community.

Nepal:

180 trafficking survivors supported with emergency food, shelter and medical needs to enable safety and reintegration into their communities. Family support provided, including housing, food security, medical support, counselling, and education.
• 180 trafficking survivors prevented from being re-trafficked through community inclusion.

UK (since March 2020):

6561 Doorstep chats delivered to isolated and vulnerable people in Nottinghamshire.
2445 Tuk Tuk Santa visits for children in schools in Nottinghamshire and Leicestershire.
3045 portions of fish & Chips delivered to local later life communities in rural settings.
660 lonely and isolated people supported through our social table.
576 families living in food poverty supported through delivery of food waste and donated food to local schools.

March 2012

TAR

Section E Financial review

To ensure the charity can meet both current commitments and long-term
Brief statement of the sustainability, Rosie May Foundation has determined that the reserves
charity’s policy on reserves should be held in unrestricted funds to cover: • a minimum of one year’s operating costs of projects and employee liabilities.
• current cashflow requirements.
• opportunities to invest in new projects prior to securing full funding.
As of 31 January 2022, reserves meet this requirement.

Details of any funds materially in deficit

Further financial review details (Optional information)

You may choose to include Expenditure both direct and indirect has supported the key objectives of
additional information, where the charity, the reduction of poverty through crisis support, education,
relevant about: economic empowerment and family strengthening.
• the charity’s principal sources of funds (including As part of the due diligence process, we continue to update our policies
any fundraising); and procedures, with a focus on safeguarding. This has been achieved
• how expenditure has through a considerable amount of support from volunteer trustees and pro bono support. These are reviewed and updated to an agreed
supported the key objectives schedule.
of the charity;
• investment policy and objectives including any ethical investment policy adopted.

Section F Other optional information

March 2012

TAR

Section G Declaration

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
	Helen Wells	Graham Storrie
	Treasurer	Secretary
	30 November 2022
	30 November 2022

March 2012

TAR

	ROSIE MAY FOUNDATION	ROSIE MAY FOUNDATION	ROSIE MAY FOUNDATION	1113049 No (if any)	CC16a
	For the period from	01/02/2021 Period start date	To	31/01/2022 Period end date

Section A Receipts and payments
A1 Receipts	Unrestricted funds to the nearest £	Restricted funds to the nearest £	Endowment funds to the nearest £	Total funds to the nearest £	Last year to the nearest £
Voluntaryincome	-	24,615	-	24,615	44,300
Activities forgeneratingfunds	102,268	11,775	-	114,043	81,532
Investment income	507	-	-	507	976
Incomingresources from	-	-	-	-	-
Charitable activities	-	17,606	-	17,606	39,843
Furlough	-	17,560	-	17,560	26,432
	-	-	-	-	-
	-	-	-	-	-
*Sub total*(Gross income for AR)	102,775	71,556	-	174,331	193,083

A2 Asset and investment sales, (see table).
	-
	-				-
*Sub total*	-				-
*Total receipts* A3 Payments
					193,083

Costs ofgeneratingvoluntaryincome	32,692	17,030	-	49,722	57,872
Fundraisingtradingcosts	15,737	-	-	15,737	16,451
Charitable activities	10,140	50,859	-	60,999	59,022
Governance costs	-	-	-	-	-
Furlough	-	17,560		17,560	-
	-	-	-	-	-
	-	-	-	-	-
	-	-	-	-	-
	-	-	-	-	-
**Sub total **	58,569	85,449	-	144,018	133,345

A4 Asset and investment purchases, (see table)
Tuk Tuk	-
Other Fixed assets	314
Other Assets	855
	-
**Sub total **	1,169				-
*Total payments* *Net of receipts/(payments)* A5 Transfers between funds A6 Cash funds last year end *Cash funds this year end*
					133,345

	43,037				59,738
	-36,112				-
	174,458				-
	181,383				59,738

CCXX R1 accounts (SS)

30/11/2022

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 B1 Cash funds B2 Other monetary assets B4 Assets retained for the charity’s own use B5 Liabilities B3 Investment assets	Signature Accruals Details Bank and Cash Details *Total cash funds* (agree balances with receipts and payments account(s)) Deferred income Prepayments Details Details Investment Details Capital Assets	Unrestricted funds Restricted funds to nearest £ to nearest £ 181,383 39,697 - - - - 181,383 39,697 OK OK Unrestricted funds Restricted funds to nearest £ to nearest £ 6,659 - 606 - - - - - - - - - Fund to which asset belongs Cost (optional) 30,000 - - - - - Fund to which asset belongs Cost (optional) 14944 - - - - - - - - - Fund to which liability relates Amount due (optional) 363 - - - - - Print Name Helen Lesley Wells Graham John Storrie	Endowment funds to nearest £
			-
			-
			-
			-
			OK
			Endowment funds to nearest £
			-
			-
			-
			-
			-
			-
			Current value (optional)
			-
			-
			-
			-
			-
			Current value (optional)
			-
			-
			-
			-
			-
			-
			-
			-
			-
			When due (optional)






			Date of approval
		Helen Lesley Wells	30-Nov-22
		Graham John Storrie	30-Nov-22

CCXX R1 accounts (SS)

30/11/2022

Independent examinerfs report on the accounts Section A Independent Examiner's Report Report to th• trusto ROSIE MAY FOUNDATION On xcounts for the yoar 31 JANUARY 2022 Charlty no (rf any) 1113049 I re[1 to the trustees on my examination of the accounts of the above charty Trusf) for tre year ended 31101r2022 Responslbllllim and basis of roport As the charl$ trustees. you are respor1b10 for the preparati¢)n of the accounts in acc(xdarTh with the requirements of the Charities Act 2011 (Ihe W. I repryt in resped of my exarninalicm) of the Trust's accwnis carried out under sedion 145 of the 2011 Act and in carrying Out my examination, I have follo¥ed all the aprAicable Oirecti(m given by tho Chanty Commission under section 1495)(b) of the A Independent oxamin•rf8 8tatsmont I have compknted my enination. I that no material matters have come to my attention in connecion with the examination (other than that th'sdosed tth") which gives me to believe that in, any material the accounts did not ac( with the accounting r8cords; or the accounts dKI not comply with thè applicable rg4uirements concemiNJ form and content of accounts set out in the Charities (Accounts and Rewts) RegulatIor 2008 other than any requirement that the accounts give a Irue and fairf which is not a matter I have iio concems and have across no other matters in connection th the examination to which attents'on shoukl be drawn in this report in order to Wble a woper undwtsnding of the accounts to be reached. Sign•d: Rel•vant profes8lonal qualificatlon(8) or body (If any): ACA Addre••: 12 CHARM0D RISE IER Oct 2018

LOUGHBOROUGH LE12 8QT Section B Disclosure Only cofflete rf the examiner needs to hh1uht matenal matters of concern (see CC32. IndèpwKlent exarnin*on of accounts: directio arKI guidance for etsmiws). Glve here brfef detalls of any items that the amimr whho• lo dlsclos•. IER Oct 2018