2023-03-31-accounts - Dai Rees Foundation

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

Trustees’ Annual Report for the period

From 01/04/2022 To

31/03/2023

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 costedproposal to be considered bythe 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 2023 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 stating why they are held	Para 1.22	N/A
Amount of reserves held	Para 1.22	£18,819
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

Additional information (optional) You may choose to include further statements	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	Public fundraising through fundraising events and Just Giving
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	Principle risks facing the charity include loss of financial support through fundraising initiatives as a result of reduced operations following COVID pandemic.
Other		N/A

Structure, Governance and Management

Description of charity’s trusts:
Type of governing document (trust deed, royal charter)	Para 1.25	Constitution Governing Document
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

Charity name	The Dai Rees Foundation
Other name the charity uses	The DRF
Registered charity number	1163215
Charity’s principal address	7 Lime Kiln Road, Lytchett Matravers, Poole, Dorset, BH16 6EL

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 - 2023
	Mr. Owain Williams		2015 - 2023
	Dr. Amit Patel		2015 - 2023
	Mr. PhilipBallett		2105 - 2023

– 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 N/A held in this capacity Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for N/A 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.

The trustees declare that they have approved the trustees’ report above.	The trustees declare that they have approved the trustees’ report above.	The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees Signature(s) Full name(s)Philip Ballett Adam Khan Position (eg Secretary, Chair, etc) Trustee Director Date 25/04/2023

	Philip Ballett	Adam Khan
	Trustee	Director
	25/04/2023
	25/04/2023

Signed on behalf of the charity’s trustees

Dai Rees Foundation 1163215 Receipts and payments accounts CC16a For the period 01/04/2022 31/03/2023 To from

Section A Receipts and payments

A1 Receipts	Unrestricted funds to the nearest £ - - - - - - - - - - - - - 216 - - - - - - - - 216 - - - 216 - 216 - - - 216	Restricted funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -	Endowment funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -	Total funds to the nearest £ - - - - - - - - - - - - - 216 - - - - - - - - 216 - - - 216 - 216	Last year to the nearest £
	-				-
	-				-
	-				-
	-				-
	-				-
	-				-
	-				-
	-				-
*Sub total*(Gross income for AR)	-				-

A2 Asset and investment sales, (see table).
	-
	-				-
*Sub total*	-				-
*Total receipts* A3 Payments
					-

Just Giving	216				-
	-				-
	-				-
	-				-
	-				-
	-				-
	-				-
	-				-
	-				-
**Sub total **	216				-

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*
					-

	- 216	-	-	- 216	-
	-	-	-	-	-
	-	-	-	-	-
	- 216	-	-	- 216	-

CCXX R1 accounts (SS)

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 B3 Investment assets B2 Other monetary assets B4 Assets retained for the charity’s own use B1 Cash funds	Details Details *Total cash funds* (agree balances with receipts and payments account(s)) Barclays account - 83440702 Details Details Details Signature	Unrestricted funds Restricted funds to nearest £ to nearest £ 18 819 - - - - - 18 819 - Agreement Error OK 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 PhilipBallett	Endowment funds to nearest £
			-
			-
			-
			-
			OK
			Endowment funds to nearest £
			-
			-
			-
			-
			-
			-
			Current value (optional)
			-
			-
			-
			-
			-
			Current value (optional)
			-
			-
			-
			-
			-
			-
			-
			-
			-
			When due (optional)






			Date of approval
		PhilipBallett	25/04/2023

CCXX R2 accounts (SS)