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2023-03-31-accounts

Trustees’ Annual Report for the period

From 1 April 2022 Period start date To 31 March 2023 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.

Para 1.18

Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit

All trustees are aware of the guidance on public benefit and this guidance is reviewed annually when planning activities for the following year.

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 15%
•
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 £35,000 worth of grants
from various sources
•
Increased online campaign income
by almost 100%, from £57,000 to
over £67,000

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 £59,926
Statement explaining the
policy for holding reserves
stating why they are held		 Para 1.22 The charity retains a reserve of £5,000. 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 £5,000
for thispurpose.
Amount of reserves held Para 1.22 £5,000
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 Para 1.51 and training of trustees The charity’s organisational structure and any wider Para 1.51 network with which the charity works Relationship with any related Para 1.51 parties 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
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)
Jonathan Cassidy Chair
Laura Coleman
Clara Salinas
Pallares
Carola Gehring

– 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) Jonathan Cassidy Position (eg Secretary, Chair Trustee Chair, etc) Date 21st Jan 2024

Charity Name No (if any)
Friends of Inti Wara Yassi 1124355
Receipts andpayments accounts CC16a
For the period
from		 01/04/2022
Period start date		 To Period end date
31/03/2023
Section A Receipts and payments Section A Receipts and payments
A1 Receipts Unrestricted
funds
to the nearest £
96,843
-
-
-
-
-
-
-

96,843
-
-
-
96,843
78,765
1,567
-
-
80,332
-
-
-
80,332
16,511
21,632
38,143		 Restricted
funds
to the nearest £		 Endowment
funds
to the nearest £		 Total funds
to the nearest £		 Last year
to the nearest £
Donations 96,843 80,786
-
-
-
-
-
-
80,786		 -
-
-
-
-
-
-
-
-		 177,629
-
-
-
-
-
-
-
177,629		 -
- -
- -
- -
- -
- -
- -
- -
Sub total(Gross income for
AR)
96,843		 -
A2 Asset and investment sales,
(see table).
- -
-
-		 -
-
-		 -
-
-
- -
Sub total - -
Total receipts
A3 Payments
80,786 - 177,629 -
Payments made to CIWY 78,765 65,854
16,473
-
82,326		 -
-
-
-
-
-
-
-
-
-		 144,618
-
18,040
-
-
-
-
-
-
162,658		 -
Equipmentpurchased for the Parks -
Administration costs 1,567 -
Fundraisingcosts -
Other costs -
Merchandise costs -
Website costs -
- -
- -
**Sub total ** 80,332 -
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
82,326 - 162,658 -
16,511 - 1,540 -
14,971		 -
23,323
21,783		 -
-		 -
44,955		 -
21,632 -
38,143 - 59,926 -

CCXX R1 accounts (SS)

25/01/2024

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
B4 Assets retained for the
charity’s own use
B3 Investment assets
B2 Other monetary assets
B1 Cash funds		 Signature
Details
Details
Details
Details
Bank Account Balances
Total cash funds
(agree balances with receipts and payments
account(s))
Details		 Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
38,614
21,310
-
-
-
-
38,614
21,310
Agreement Error
Agreement Error
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
Jonathan Cassidy
Matty Sowinski-Brown		 Endowment
funds
to nearest £
-
-
-
-
OK
Endowment
funds
to nearest £
-
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
-
-
-
-
When due
(optional)
Date of
approval
Jonathan Cassidy 21-Jan-24
Matty Sowinski-Brown 21-Jan-24

CCXX R2 accounts (SS)

25/01/2024

2