Website.. www.weareinterim.com Registered Charity No. 1165114 Email: enquiries@weareinterim.com Mobile: 07827932167 INTER ual Report 2C2312024 Our strategy as a registered Charity remains to secure sufficient tunding to enable the Charity to meet its objectives, hich are: 3) The advancement of health or the saving ot lives by relieving the mental and phycicai sickness and distress ot persons in need in particular but not limited to the formpr by the provision of a counsellirig and psychotherapy support service 41 To further such charitable purposes for the public benefit as are wholly charitable according to the laws of England and Vvales as the trustees may from time to time determine The Governing Document, a Constitution, was produced on the 11th January 2016, amended on the 18th April 2018 and last amended on the 4th December 2023. Trustees carried out reviews to identify whether tne charity was reaching as many beneficiaries as possible. As result, it was decided to broaden the age range and remove Objects 1 and 2 because the charity has not been in a financial position since incaption io grant scholarships or education and ",esearch. Subsequently, the Charity Commission produced a draft amendment, which Trustees agreed and was approved on Ihe 4tn December 2023. This has enabled the Charity to focus more tully OW1¥ the needs of beneficiaries. The organisational structure 's a Charitable Incorporated Company (CIO), granted charitable status and registered and regulated by the Charity Commission. We chose a CIO as a structure because It is a new form of charitable organization, only available from 2013 for non-profit organizations in the United Kingdom. As with a company, it Funded by the National Lottery through the Big Lottery Fund Page I
has the benefits of incorporation, which is the creation of a 'legal personality, but does not need separate registration with companies House nor regulation under company law. Trustees have some protection as they have limited liability and any claim is made against the CIO rather than individual Trustees. The Charity is governed by a chair of trustees, Edward Balmforth, two first Trustees and a newly recruited Trustee. The third first Trustee resigned on the 20th November 2023 after being with the charity since registration, some 7 years. Trustees bring a rich and varied experience to meeting INTERIM'S objectives and are dedicated to its success. Although tne trustees are legally responsible for all the activities of the Charity, Sally Floyd has delegated responsibility for the day to day running of the Charity. Sally is directly accountable to the trustees and attends trustee meetings. The current first two Trustees were appointed on inception of the Charity on the 11 th January 2016: Louise Webb - Trustee Juliette Gafsen - Trustee Linzi Swindon - New TrL4'Stee Governance remains strong an under the 2018 General Data Protection Regulation (GDPR) we remain committed to safeguarding privacy and protecting the personal information provided. A comprehensive set of policies and procedures govern the Charity with safeguarding a strength of the Charity. There are formal procedures for the recruitment and appointment of Trustees and the Charity has a formal induction and training policy and procedure. Trustees are very aware of their responsibilities and decision making is jointly carried out during Trustee meetings. Trustees have complied with their duty to have due regard to the guidance on public LOTTERY FUNDED Page 2
benefit published by the Charity Commission in exercising their powers and duties. They have the necessary skills and experience to ensure the Charity is efficient and professionally administered, acting with care and awareness of their duty to avoid conflicts of Interest and personal benefit. The accounts and financial sta ements have been prepared in accordance with the following: The Charity's governing document; Accounting and Reporting by Charities: Statement of Recommended Practice The Financial Reporting Standard for Smaller Entities (FRSSE) T,e Charities Act 2022 UK Generally Accepted Practice insofar as they apply to the Charity and its Trustees, Annual Report & Financial Statements The Charity has no reserves and therefore has no reserves policy in place. This is because it is dirficult as a small charity to obtain unrestricted funds. It would be transformational to be able to secure unrestricted funds. It is to this end that trustees continue to work to diversify income streams and to establish an effective and sustainable fundraising path. There are no designated funds or material funds and materially the Charity is not in deficit. Trustees have reviewed the risks that the charity faces. The main risk is that there is insufficient income to cover expenditure. Since expenditure is almost entirely related to counselling and psychotherapy sessions and room rental, which do not go ahead without funding being in place, this is considered a low risk. However, not having unrestricted funds is a risk. Risks are reviewed on an ongoing basis. IOTTEkY LOTTERY FUNDED Page 3
Achievements and Performance of the Charity during the year in relation to its objects: Trustees have overseen a number of funding applications and are aware of the unrelenting need to develop a mixed and more diverse income stream. In August 2021 East Hampshire District Council Supporting Communities Fund 2021 awarded the Charity a grant of £30,000 payable over 3 years at £10,000 per year, this was completed in July 2024. Over the course of the funding 542.5 sessions were provided. In March 2024 the Big Lottery Community Fund (BLCF) awarded a grant of £19,950 for 285 Counselling and Psychoeducation sessions. We have so far provided sessions to approximately 50 families this year. East Hampshire District Council awarded £851.97 for three new chairs for the therapy room. The unrestricted funds the Charity has received over the year are as follows: East Hampshire Community Lottery £120 Birthday Party Donations £325 Pizza Masterclass £720 Raffle £465 Pasta Masterclass £610 I he Charity is continuing to take referrals from a number of sources. The Charity is also receiving return referrals from a range of sources linked to advertising and through word of mouth. Future plans Going forward, the charity will carry on its counselling and psychotherapy activities and continue to pursue a more diverse mix of funding. LOTTERY FUNDED Page 4
The charity remains in discussion with a number of different funders with a view to securing further funding. The Charity will continue drawing on the findings from the experiences of beneficiaries, since these individuals know the challenges, they face better than anyone and our findings suggest better understanding of those challenges, (mental health and related physical conditions) and better self-management resources (know-hovj, skills, confidence) to manage their condition, will play a part in what the future looks like regarding health and illness. Tyerefore, it seems, developing changes that promote improved mental and physical health, that are credible, usable and effective, not only support the individuals involved and their families, but may bring closer alignment with the local community for the longer term. The Charity knows that not only is it important to work with individuals already suffering with a mental health condition but to identify those at higher risk of developing mental health problems, such as isolated people and those who already have a long-term health condition. The Charity has assessed what is available in the community and will continue building onto available community resources. Regarding design, development and delivery, the Charity will work to demonstrate and produce a desired outcome for beneficiaries. The Charity's new website is now live. The Charity is engaging with new stakeholders all the time and knows there is a need for its activities and what is needed. We have appropriately considered aspects of diversity to ensure the Charity meets the needs of beneficiaries and we have and will continue to monitor the impact of interventions, which are flexible enough to adapt if required. The Charity carefully considers context and knows interventions need to be robust to take account of the many competing external influences and so as not to waste LOTTERY FUNDED Page 5
resources. money and efforL Stgned by Date Chair of Trustees: Edward M Balmforth Signed by Date TtU>lee: Louise Webb i• LOTTERY FUNDED P3£è 6
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