Trustees’ Annual Report for the period
From 31/03/2020
To 01/04/2021
Charity name: The Dai Rees Foundation
Charity registration number: 1163215 Objectives and Activities
| SORP reference |
||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | • Preserve and protect health through the provision of services, training and education. • Support the protection of health of the public through the donation of medical equipment, grants,funding. |
| 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 |
• Public health awareness & medical education. • Emergency First Aid Courses (Basic, Intermediate, Advanced). • Major incident and Mass casualty training and education. • Remote medicine education. • Donation of serviceable medical equipment. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 |
Additional information (optional)
You may choose to include further statements where relevant about:
| SORP reference |
||
|---|---|---|
| Policy on grant making | Para 1.38 | The DRF currently operate a grantmaking scheme to support other projects who’s objectives fall in line with that of our own. The DRF is accepting of letters of interest from groups or individuals with front-line medical expertise that carry out training and education in developing countries that lie within the scope of the charities operations. Those invited to apply will need to provide a costed proposal to be considered by the DRF Board of Trustees. Initially grants of up to £5000 will be made available to successful applications. Consideration will also be made for equipment and other charity assets to be made available for successful applications. |
| Grant awardees will be subject to reporting and marketing requirements stipulated by the DRF Board upon issuance of the grant. |
||
|---|---|---|
| Policy on social investment including program related investment |
Para 1.38 | N/A |
| Contribution made by volunteers |
Para 1.38 | Volunteers will fund their own international travel as a single contribution to the Charity. These contributions may be subsidised but will be on a case-by-case basis |
| Other | N/A |
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 | Unfortunately due to the COVID-19 pandemic the majority of our operations, which involve foreign travel have been halted between April 2020 – March 2022 As a result we have not been able to achieve the same level of support to remote communities. We are hoping that now travel restrictions are slowly being lifted we can start to reinstate our projects in south east Asia and promote our grant- making scheme |
Additional information (optional)
You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | N/A |
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | N/A |
| Investment performance against objectives |
Para 1.41 | N/A |
| Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | N/A |
| Statement explaining the policy for holding reserves statingwhytheyare held |
Para 1.22 | N/A |
| Amount of reserves held | Para 1.22 | £18,455 |
| 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 where relevant about:
| The charity’s principal sources of funds (including any fundraising) |
Para 1.47 | The Charities principal source of funds is through, private donation, public fundraising and fundraising events. The funds raised for the DRF are used to facilitate the ongoing outputs for all projects under the charity. This support includes, but is not limited to, logistics, travel, food and accommodation for operational staff that volunteer on trips. Expenditure also goes on additional medical equipment that has been specifically requested by recipients. Further funding is also provided to build a governance framework that allows our trainers to build a robust and tailored training program for each location we visit, based on their local healthcare requirements. The DRF also envisages that funding will be required to become and internationally accredited training centre. |
|---|---|---|
| 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 | In the wake of the COVID-19 pandemic we have seen the amount of public fundraising and fundraising events for our projects reduce drastically. There is a risk that this could continue beyond 2022. |
| Other | N/A |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed,royal charter) |
Para 1.25 | Constitution |
| How is the charity constituted? (e.g unincorporated association,CIO) |
Para 1.25 | Foundation |
| 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 | Appointed |
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 | N/A |
| Relationship with any related parties |
Para 1.51 | N/A |
| Other | N/A |
Reference and Administrative details
| Charityname | The Dai Rees Doundation |
|---|---|
| Other name the charityuses | The DRF |
| Registered charitynumber | 1163215 |
| Charity’s principal address | 13 Sea View Road, Upton, Poole, Dorset, BH16 5NF |
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) |
|---|---|---|---|---|
| Mr. Richard Rees | 2015 - 2021 | |||
| Mr. Owain Williams | 2015 - 2021 | |||
| Dr. Amit Patel | 2015 - 2021 | |||
| Mr. Phillip Ballett | 2015 - 2021 | |||
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 N/A Name and objects of the charity on whose behalf the N/A assets are held and how this falls within the custodian charity’s objects Details of arrangements for safe custody and N/A 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 |
||
|---|---|---|
Philip James Ballett |
||
Trustee |
||
31st March 2022 |
||
31st March 2022 |
11
The Dai Rees Foundation
Recei ts and a ments accou p p y
31/03/2020 To
For the period from
Section A Receipts and payments
Unrestricted
Endowment funds
Restricted funds
funds
to the nearest £ to the nearest £
to the nearest £
A1 Receipts
| A1 Receipts | Unrestricted funds to the nearest £ |
Restricted funds to the nearest £ |
Endowment funds to the nearest £ |
||
|---|---|---|---|---|---|
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| Sub total(Gross income for AR) | - | - | - |
| Sub total(Gross income for AR) | - | - | - | ||
|---|---|---|---|---|---|
| A2 Asset and investment sales, | |||||
| (see table). | |||||
| - | - | - | |||
| - | - | - | |||
| Sub total | - | - | - | ||
| Total receipts | - | - | - |
A3 Payments
Just Giving |
216 | - | - | ||
|---|---|---|---|---|---|
| Emergencyresponse equipment | 120 | - | - | ||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| **Sub total ** | 336 | - | - |
| A4 Asset and investment | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| purchases, (see table) | |||||||||
| - | - | - | |||||||
| - | - | - | |||||||
| **Sub total ** | - | - | - | ||||||
| Total payments | 336 | - | - | ||||||
| Net of receipts/(payments) | - | 336 | - | - | |||||
| A5 Transfers between funds | - | - | - | ||||||
| CCXX R1 accounts (SS) A6 Cash funds last year end |
1 |
- | - | 31/03/2022 - |
Cash funds this year end - 336 - -
CCXX R2 accounts (SS)
31/03/2022
2
Section B Statement of assets and liabilities at the end of the perio
| Categories B1 Cash funds B2 Other monetary assets B3 Investment assets |
Details Details Details Total cash funds (agree balances with receipts and payments account(s)) Details |
Unrestricted funds to nearest £ |
|---|---|---|
| - | ||
| - | ||
| - | ||
| - | ||
| Agreement Error | ||
| Unrestricted funds to nearest £ |
||
| - | ||
| - | ||
| - | ||
| - | ||
| - | ||
| - | ||
| Fund to which asset belongs |
||
| Fund to which asset belongs |
||
B4 Assets retained for the charity’s own use
Details
Fund to which liability relates
B5 Liabilities
CCXX R3 accounts (SS)
31/03/2022
3
Signed by one or two trustees on behalf of all the trustees
Signature Print N Phillip B
CCXX R4 accounts (SS)
31/03/2022
4
163215
unts CC16a 01/04/2021
Total funds
Last year
to the nearest £ to the nearest £
| - | - | |
|---|---|---|
| - | - | |
| - | - | |
| - | - | |
| - | - | |
| - | - | |
| - | - | |
| - | - | |
| - | - |
| - | ||
|---|---|---|
| - | - | |
| - | - | |
| - | - |
| 216 | - | |
|---|---|---|
| 120 | - | |
| - | - | |
| - | - | |
| - | - | |
| - | - | |
| - | - | |
| - | - | |
| - | - | |
| 336 | - |
| - | |||
|---|---|---|---|
| - | |||
| - | - | ||
| 336 | - | ||
| - | 336 | - | |
| - | - | ||
| ~~5~~ - |
- |
CCXX R5 accounts (SS)
31/03/2022
- 336 -
CCXX R6 accounts (SS)
31/03/2022
6
od
| Restricted funds to nearest £ - - - - OK Restricted funds to nearest £ - - - - - - |
Endowment funds to nearest £ |
|---|---|
| - | |
| - | |
| - | |
| - | |
| OK | |
| Endowment funds to nearest £ |
|
| - | - |
| - | - |
| - | - |
| - | - |
| - | - |
| - | - |
| Cost (optional) - - - - - |
Current value (optional) |
|---|---|
| - | - |
| - | - |
| - | - |
| - | - |
| - | - |
| 7 Cost (optional) - - - - - - - - - Amount due (optional) - - |
Current value (optional) |
|---|---|
| - | |
| - | |
| - | |
| - | |
| - | |
| - | |
| - | |
| - | |
| - | |
| When due (optional) |
|
| - | |
| - |
CCXX R7 accounts (SS)
31/03/2022
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Name Date of approval
Ballett 31/03/2022
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CCXX R8 accounts (SS)
31/03/2022
8