## **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
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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)**| |---|---|---|---|---| ||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 **----- Start of picture text -----**
-
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Name Date of approval
Ballett 31/03/2022
**----- End of picture text -----**
CCXX R8 accounts (SS) 31/03/2022 8