## **Trustees’ Annual Report for the period**
**From 1 April 2021 Period start date To 31 March 2022 Period end date Charity name: Friends of Inti Wara Yassi**
## **Charity registration number: 1124355**
## **Objectives and Activities**
||SORP reference||
|---|---|---|
|Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|TO SUPPORT THE PRINCIPLES OF THE BOLIVIAN
INTI WARA YASSI COMMUNITY, THAT IS TO
SAY: 1 TO ADVANCE THE EDUCATION OF THE
PUBLIC, IN PARTICULAR BUT NOT EXCLUSIVELY,
YOUNG BOLIVIAN PEOPLE FROM
DISADVANTAGED BACKGROUNDS, IN
ENVIRONMENTAL AND ECOLOGICAL ISSUES. 2
FOR THE BENEFIT OF THE PUBLIC, TO RELIEVE
THE SUFFERING OF WILD ANIMALS IN NEED OF
CAE AND ATTENTION, IN PARTICULAR BUT NOT
EXCLUSIVELY, BY THE RUNNING AND
DEVELOPMENT OF THE INTI WARA YASSI
COMMUNITY'S WILD ANIMAL REFUGES IN
BOLIVIA, WHERE ANIMALS AE RESCUED AND,
WHERE POSSIBLE, REHABILITATED AND
REINTRODUCED INTO THE WILD.|
|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|Ongoing updating of the charity website and
social media networks, promoting the work of
the refuges in Bolivia; - Production of e-
newsletters and annual reports to promote
CIWY’s work; - Maintaining a supporter
database; - Managing email enquiries; -
Managing international fundraising and
donations. Enabling individuals to make one off
or regular donations and to set up online
fundraising pages; - Regular communication
with the directors of CIWY’s refuges in Bolivia,
to keep abreast of developments on the
ground and provide support where needed; -
Coordination with association members that
organize their own fundraising activities; -
Online campaigns via the charity website,
Facebook, Global Giving and eBay; - Monitoring
the expenditure of funds raised; - Organization
of fundraising events; - Pursuing other
fundraising activities e.g. merchandise sales
andgrant applications.|
Statement confirming Para 1.18 All trustees are aware of the guidance on whether the trustees have public benefit and this guidance is reviewed had regard to the guidance annually when planning activities for the issued by the Charity following year. Commission on public benefit
**Additional information (optional)** You may choose to include further statements where relevant about:
SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers 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|•
Increased total income by
approximately 30%
•
Supported the ongoing transfer of
the animals under CIWY’s care to
their new sanctuary Jacj Cuisi, in
the Madidi region of Bolivia
•
Increased the animal sponsorship
initiactive income by over 100%
•
Secured £24,000 worth of grants
from various sources
•
Increased online campaign income
by almost 100%, from £31,000 to
over £57,000|
**Additional information (optional)** You may choose to include further statements where relevant about:
|Achievements against
objectives set|Para 1.41||
|---|---|---|
|Performance of fundraising
activities against objectives
set|Para 1.41||
|Investment performance
against objectives|Para 1.41||
|Other|||
## **Financial Review**
|**Financial Review**|||
|---|---|---|
|Review of the charity’s
financial position at the end
of the period|Para 1.21|Cash funds held at year end £44,955|
|Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|The charity retains a reserve of £3,300. This is
to cover minimal UK costs, such as part-time
staff wages, website maintenance and minor
marketing activity. It is agreed that the charity
should keep a reserve of no more than £3,300
for thispurpose.|
|Amount of reserves held|Para 1.22|£3,300|
|Reasons for holding zero
reserves|Para 1.22||
|Details of fund materially in
deficit|Para 1.24||
|Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23||
**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||
|Investment policy and
objectives including any
social investment policy
adopted|Para 1.46||
|A description of the principal
risks facing the charity|Para 1.46||
|Other|||
## **Structure, Governance and Management**
|Description of charity’s
trusts:|||
|---|---|---|
|Type of governing document
(trust deed, royal charter)|Para 1.25|Constitution adopted 7 April 2008|
|How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|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|Elected by members|
**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||
|---|---|---|
|The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51||
|Relationship with any related
parties|Para 1.51||
|Other|||
## **Reference and Administrative details**
|Charity name|Friends of Inti Wara Yassi|
|---|---|
|Other name the charity uses||
|Registered charity number|1124355|
|Charity’s principal address|Po Box 5403, Brighton, BN50 8GW|
|||
## **Names of the charity trustees who manage the charity**
|1
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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)**|
|---|---|---|---|---|
||Jonathan Cassidy|Chair|||
||Laura Coleman||||
||Matthew Brimble||Resigned 6thOct 2022||
||Clara Salinas
Pallares||||
||Carola Gehring||Appointed 6thOct 2022||
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– Corporate trustees names of the directors at the date the report was approved
**Director name**
Name of trustees holding title to property belonging to the charity
**Trustee name Dates acted if not for whole year**
## **Funds held as custodian trustees on behalf of others**
Description of the assets held in this capacity
Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for 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 Name Address adviser Name of chief executive or names of senior staff members (Optional information)**
## **Exemptions from disclosure**
Reason for non-disclosure of key personnel details
## **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**|||
|---|---|---|
||Jonathan Cassidy|Laura Coleman|
||
Chair|Trustee|
||31stJan 2023||
||31stJan 2023||
**Charity Name No (if any) Friends of Inti Wara Yassi 1124355 Receipts and payments accounts CC16a For the period** Period start date Period end date **To from** 01/04/2021 31/03/2022
|**Section A Receipts and payments**|**Section A Receipts and payments**|**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 £**|
|Donations|**82,497**||**68,545**||**-**||**151,042**||**-**|
||**-**||||**-**||**-**||**-**|
||**-**||**-**||**-**||**-**||**-**|
||**-**||**-**||**-**||**-**||**-**|
||**-**||**-**||**-**||**-**||**-**|
||**-**||**-**||**-**||**-**||**-**|
||**-**||**-**||**-**||**-**||**-**|
||**-**||**-**||**-**||**-**||**-**|
|**_Sub total_**_(Gross income for_
_AR)_|
**82,497**||**68,545**||**-**||**151,042**||**-**|
|||||||||||
|**A2 Asset and investment sales,**
**(see table).**||||||||||
||**-**|||||||||
||**-**||||||||**-**|
|**_Sub total_**|**-**||||||||**-**|
|**_Total receipts_ **
**A3 Payments**||||||||||
||||||||||**-**|
|||||||||||
|Payments made to CIWY|**80,159**||||||||**-**|
|Equipmentpurchased for the Parks|||||||||**-**|
|Administration costs|**14,853**||||||||**-**|
|Fundraisingcosts|**139**||||||||**-**|
|Other costs|||||||||**-**|
|Merchandise costs|**755**||||||||**-**|
|Website costs|||||||||**-**|
||**-**||||||||**-**|
||**-**||||||||**-**|
|**_Sub total_ **|**95,906**||||||||**-**|
|||||||||||
|**A4 Asset and investment**
**purchases, (see table)**||||||||||
||**-**|||||||||
||**-**|||||||||
|**_Sub total_ **|**-**||||||||**-**|
|**_Total payments_**
**_Net of receipts/(payments)_**
**A5 Transfers between funds**
**A6 Cash funds last year end**
**_Cash funds this year end_**||||||||||
||||||||||**-**|
|||||||||||
||**- 13,409**||||||**- 2,373**||**-**|
||||||||**-**||**-**|
||**35,041**||||||**47,328**||**-**|
||**21,632**||||||**44,955**||**-**|
CCXX R1 accounts (SS)
31/01/2023
1
## **Section B Statement of assets and liabilities at the end of the period**
|**Categories**
**B1 Cash funds**
**B2 Other monetary assets**
**B3 Investment assets**
**B4 Assets retained for the**
**charity’s own use**
**B5 Liabilities**|**Details**
Bank Account Balances
**_Total cash funds_**
(agree balances with receipts and payments
account(s))
**Details**
**Details**
**Details**
**Details**|**Unrestricted**
**funds**
**to nearest £**
**21,632**
**-**
**-**
**21,632**
OK
**Unrestricted**
**funds**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Fund to which**
**asset belongs**
**Fund to which**
**liability relates**|**Restricted**
**funds**
**to nearest £**
**23,323**
**-**
**-**
**23,323**
OK
**Restricted**
**funds**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Amount due**
**(optional)**
**-**
**-**
**-**
**-**
**-**|**Endowment**
**funds**
**to nearest £**|
|---|---|---|---|---|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||OK|
|||||**Endowment**
**funds**
**to nearest £**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**Current value**
**(optional)**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**Current value**
**(optional)**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**When due**
**(optional)**|
||||**-**||
||||**-**||
||||**-**||
||||**-**||
||||**-**||
Signed by one or two trustees on behalf of all the trustees
|Signature
2|Print Name
Jonathan Cassidy
Laura Coleman|Date of
approval|
|---|---|---|
||Jonathan Cassidy|31st Jan 2023|
|2|Laura Coleman|31st Jan 2023
31/01/2023|
CCXX R2 accounts (SS)
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