Website: www.weareinterim.com
Registered Charity No. 1165114
Email: enquiries@weareinterim.com
Mobile: 07827932167
INTER
Annual Report 202412025
Welcome to our Annual Report for 2025.
Our strategy as a registered Charity remains to secure sufficient funding to enable the
Charity to meet its objectives, which are:
3) The advancement of health or the saving of lives by relieving the mental and
physical sickness and distress of persons in need in particular but not limited to
the former by the provision of a counselling and psychotherapy support service
4) To further such charitable purposes for the public benefit as are wholly
charitable according to t
e laws of England and Wales as the trustees may
from time to time determine
We have again improved and updated our website to ensure what we do is clear and
to highlight the good work we are able to carry out with the funding we receive.
The Governing Document, a Constitution, was produced on the 11th January 2016,
and amended on the 18th April 2018. Trustees carried out a review to identify whether
the charity was reaching as many beneficiaries as possible and as a result decided to
broaden the age range. Subsequently, changes were made to the charitable objects
and submitted to the Charity Commission who produced a draft amendment, which
Trustees agreed and was approved on the 18th April 2018. This has enabled the
Charity to meet the changing needs of beneficiaries.
The organisational structure is 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
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
Funded by the National Lottery through the Big Lottery Fund
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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 appointed on the 20th December 2022
and two first Trustees. A further new Trustee Linzi Swindon was appointed on 14th
February 2024. Trustees bring a rich and varied experience to meeting INTERIM'S
objectives and are dedicated to its success. Although the 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 Trustees were appointed on inception of the Charity on the 11th
January 2016:
Louise Webb- Trustee
Juliette Gafsen - Trustee
Governance remains strong and 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 guidan on public
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.
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The accounts and financial statements 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)
The Charities Act 2022
UK Generally Accepted Practice insofar as they apply to the Charity and its Trustees,
Annual Report & Financial Statements
The Charity has £2,000 in reserves and there is a reserves policy in place. It is
because as a small charity to obtain unrestricted funds. It would be transformational
to be able to secure additional 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 or for which clients pay, this is considered a low risk.
However, not having unrestricted funds is a risk. Risks are reviewed on an ongoing
basis.
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.
We have provided sessions to approximately 30 families this year.
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Unrestricted Grants:
16th April 2025 The Midhurst and Petworth Rotary Club awarded a further grant of
£1,000 (£2,500 was awarded in October 2024) (This has been used for sessions)
The Annual East Hampshire Community Lottery takings are £13.50.
26th August 2025 Allied World Insurance Company awarded a grant of £2,000
Restricted Grants were awarded on:
5th January 2025 the Albert Hunt Trust awarded a grant of £4,000
3rd April 2025 St. James Place awarded a grant of £2,450
4th April The Focus Foundation awarded a grant of £1,800 (A further £1,800 is still to be
received)
29th May 2025 Tesco Stronger Starts awarded a grant of £1,000
The 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.
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-how, skills,
confidence) to manage their condition, will play a part in what the future looks like
regarding health and illness. Therefore, 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.
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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
continue building onto available communty resources.
Regarding design. development and delNery, the Charity will work to demonstrate to
produce a desired outcome for beneficiaries.
The Charity is engaging with new stskeholders all the time and knows there is a
need for its activities and what is needed. We have appropriately considered aspects
of diversty 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 ff 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
resources. money and effort.
Signed by
Date September 30 2025
Chair of Trustees: Edward M Balmforth
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Pd8e 5
Signed by
Date
30
ZoL*
Trustee: Louise Webb
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## **Interim Charity**
## **Factual Profit & Loss Summary**
|**Turnover**
Sales
Bank Balance as of Start of Year
**Cost Of Sales**
Purchases
**Gross Profit**
**Less Expenses:**
Room rent
Stationery
Software/Subscriptions
Depreciation
Accountancy
**Profit/(Loss)**
**Capital Allowances: AIA**
**Taxable Profit**|**2026**
**£**
4
**4**
**16,219**
-
**-**
**16,223**
-
-
-
-
-
-
**16,223**
**16,223**
**16,223**|**2025**
**£**
32,684
**32,684**
**6,499**
23,165
**23,165**
**16,018**
-
302
211
22
251
786
**15,232**
-
**15,232**
**15,232**|**2024**
**£**
16,625
**16,625**
**17,653**
27,717
**27,717**
**6,561**
-
62
-
33
228
323
**6,238**
-
**6,238**
**6,238**|**2023**
**£**
29,195
**29,195**
**14,018**
25,592
**25,592**
**17,622**
-
-
-
50
208
258
**17,364**
-
**17,364**
**17,364**|**2022**
**£**
26,552
**26,552**
**7,354**
19,888
**19,888**
**14,018**
-
-
-
74
180
254
**13,764**
-
**13,764**
**13,764**|**2021**
**£**
19,034
**19,034**
**2,995**
14,675
**14,675**
**7,354**
-
-
-
111
180
291
**7,063**
-
**7,063**
**7,063**|**2020**
**£**
14,726
**14,726**
**49**
11,101
**11,101**
**3,675**
-
-
-
165
180
345
**3,281**
500
**2,781**
**2,781**|**2019**
**£**
1,186
**1,186**
**8,978**
9,865
**9,865**
**299**
-
70
-
-
180
250
**8,929**
**-**
**-**
**8,929**
**-**
**8,929**
**-**|**2018**
**£**
10,820
**10,820**
**4,716**
6,960
**6,960**
**8,576**
-
737
-
-
180
917
**2,943**
**-**
**2,943**
**2,943**|**2017**
**£**
9,907
**9,907**
**-**
3,960
**3,960**
**5,947**
1,230
-
-
-
-
1,230
**4,717**
**-**
**4,717**
**4,717**|
|---|---|---|---|---|---|---|---|---|---|---|
## **Client Approval Certificate**
I approve this income and expenditure summary for the year ended 31st January 2025 and confim that I have made available all relevant records and information for their preparation and give my authority for them to be submitted to HM Revenue and Customs.
Interim Charity
Date
## **Independent examiner's report to the trustees of Interim Charity no:1165114**
## **Independent examiner's statement:**
I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that the accounts are incorrect.
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report to enable a proper understanding of the accounts to be reached,
R. Allan
## _R.Allan_
On behalf of Taxsense Accountants Ltd
203 West Street
Fareham
Hampshire
PO16 0EN
15th April 2025