Trustees' Annual Report for the period
Period start date Period end date O6 April 2022 05 April 2023 From To
Section A Reference and administration details
Charity name
El Rio Foundation
Other names charity is known by Registered charity number (if any) 1114526
Frank Davies Family Trust (up to 2/2/21)
Charity's principal address
Iona Cardrona Road Grange-over-Sands Postcode LA11 7EW
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) |
|---|---|---|---|---|
| Cate Davies | Chair | Permanent Trustee | ||
| Ben Davies | Secretary | Trustee | ||
| James Bloomer | Treasurer | Trustee | ||
Names of the trustees for the charity, if any, (for example, any custodian trustees)
Name Dates acted if not for whole year
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Names and addresses of advisers (Optional information)
Type of adviser Name Address
Name of chief executive or names of senior staff members (Optional information)
Section B Structure, governance and management
Description of the charity’s trusts
Type of governing document
Trust Deed
- (eg. trust deed, constitution)
How the charity is constituted
Trust
- (eg. trust, association, company)
Trustee selection methods
Appointed by Trustees
- (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;
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relationship with any related parties;
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trustees’ consideration of major risks and the system and procedures to manage them.
Section C Objectives and activities
Giving grants to other charities which offer help to people in need.
Summary of the objects of the charity set out in its governing document
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All the recipient charities will fall into at least 1 of the following categories:
Prevention of relief from poverty Advancement of education Health improvement or life saving
The Trustees have taken account of the CC guidance on Public Benefit when allocating grants.
Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)
Additional details of objectives and activities (Optional information)
You may choose to include further statements, where relevant, about:
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policy on grantmaking;
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policy programme related investment;
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contribution made by volunteers.
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Section D Achievements and performance
Summary of the main achievements of the charity during the year
Grant of £12000 to Community Action Nepal. Grant of £43000 to El Rio Foundation ESAL in Colombia Grant of £2000 to the DEC (Pakistan Floods Appeal) Grant of £5000 to DEC (Turkey & Syria Earthquakes Appeal) We received donations of £13180 from other charities; £4520 from one individual and £4976 in small donations via Just Giving. Just Giving passed an additional £836 to us where donors had Gift Aided their contribution.
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Section E Financial review In d•llcll Section F Other option31 information Section G Declaration Full n•> 11rz3 TAR
CHARITY COMMISSION FOR ENGiANO ANO WALE5 R•••d CIMrty 1114526 RK•lwts & Paym•rt• ACC• forth• y••r•nd•d 05th 2023 Ta L••tY••r A1 Ront 40038 3.778 10.621 alad donaoons e don8Oon¥ GIftAd 4J76 4&76 17,700 836 16 55 3T 16 55 37 Just GTr¥l 8anktha Donal"ons onsultan Teffl o)urne 216 125 216 125 es 25 62 170 hX•i 02 79 4025 25 459 A6 C•¥h funds 14¥t y•w•nd C•¥h lunds S•¢tlon 8 8tst•m•rt gl•suts and U•lth •tth• •rnl (rfth• 17 17WI 1fj5 13.431 Unr••trkt•d Bl Cash furtds $8ntsndgr rrnnt Totsl ¢••h fund• 14.165 Curr•rtvalu• Cgm ston Com8f. Allde B2rn41BS OUr ••••ts & tslI• notknown S*nod by b•tAol•l Dats IL/iIIz5 CB
Indapondont examlnoes reportto th• trusteos of El Rlo Foundatlon CharftyNo. 1114526 I repwt on the 8ccA)unts for the year 06 Aprll 2022- 05 AprS12023 Rosponslblllllos and basls of report The charltys trustees are responslble for the preparalk)n of accounts. The tharttyes trustees )nsider that an audll Is rnt required thls year under sectlon 144(2) of the Charllles Act 2011 (the Aci). l pOrt in respect of my examlnation of th8 tharitles a(xounts carried out under secllon 145 of the 2011 Act and In carrying ¢Xrt my examlnation. I hav8 flVed Ihe ap1¢ab[8 Dlreclions given by the Charity Commission under Section 145(5)(b) of th8 ACL Independent oxamlnoes 8tatomont In connection with my examlnation. matter has come to my 8ttention wthlch glves me cause to b8118ve Ihat In any matsrfal respect aLYounting records were not kept in accordance wilh section 130 Act or Ihe acownts do not a¢o)nS with the accounting records I have no ojncems and have com8 across other matters in neCtIOn with the examlnatlon to bthich attention should b8 drawn in order to enable a proper urKlerstsndlng of the a(wunts to be reached. Phillp Raymond Booth FCIB (Retired) DeNovo M8thven Road Grang8 over Sands LA117DU