Trustees’ Annual Report for the period
From 01/04/2022 Period start date To 31/03/2023 Period end date Charity name: The Life Intervention Friendship and Education Foundation Charity registration number: 1166183
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | The prevention or relief of poverty (or financial hardship) anywhere in the world by providing or assisting in the provision of items, education, training and healthcare projects. To relieve in need, in particularly mental and physical requirements of people who are living in residential care I. by the provisions of volunteers and carers, and by the provision of advice and training for those responsible for their care II. by the provision of equipment and facilities otherwise unattainable |
| 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 |
We have continued to support beneficiaries living in Government institutions in Romania. We do this by providing funding towards staffing for direct interventions to children and adults in Government homes and also for the provision of medical and educational activities. This year we have expanded our offer to include a pilot project with the aim of supporting individuals in the community who are at risk of institutionalisation, to keep them living with their families and have embedded a project supporting adults to develop skills to support deinstitutionalisation. We have expanded our multidisciplinary team and are working towards accreditation |
| of a community centre for the local community. |
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|---|---|---|
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | All trustees work in line with the guidance from the Charity Commission on public benefit. |
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 | We have maintained our input to children living in Government care in Romania (Family Type Homes) and to those in the adult institutions. Three trips have been facilitated this year; one by learning disability student nurses, one by a speech and language therapist and one by two Trustees. Outcomes from these trips included a sensory path being built in the adult institution, eating and drinking care plans being implemented for children in the Family Type Homes. We have expanded our multidisciplinary team to include a psychologist and a social worker, as well as additional operational support in Romania. We continued to provide nutritional support and therapeutic resources (physiotherapy equipment) for particular children, with medical supervision by their in-country clinicians. During the Trustee trip additional resources to improve quality of life, such as a smart phone for an isolated teenager and outside resources for one of the adult institutions to support learning were identified. This year we have continued to develop our project for families in the community, enabling them to meet the needs of children with additional needs within the family, rather than needing to send them into institutional care. We are opening a community centre to support families to get the therapeutic input and emotional support they need, to try to prevent institutionalisation. We have also introduced a project looking at developing the skills of adults living in long stay institutions, called the Life Skills |
project, to build towards deinstitutionalisation and promote community engagement. We have funded community trips during the year to enable beneficiaries to develop their adaptive functioning skills and to promote community integration.
Financial Review
| Review of the charity’s financial position at the end of the period |
Para 1.21 | At the start of the financial year we had a balance of £32, 389. Over the year we received £19, 527 in donations, of which £2, 600 was identified for specific projects. Our expenditure was £31, 914. The account balance was £20, 002 at the end of the accounting period – see accounts report for more detailed breakdown. All funds held at the end of the year are automatically carried over to the opening balance of the new financial year. |
|---|---|---|
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Last year our reserves were £8, 000 however we have reviewed this and have increased to £9, 000 to allow for project costs to be covered for 3-4 months if income ceases, with some additional capacity for unexpected costs during this period. |
| Amount of reserves held | Para 1.22 | £9,000 |
| 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 |
Structure, Governance and Management
| Description of charity’s trusts: |
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|---|---|---|
| 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 | Charitable Incorporated Organisation |
Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled |
Para 1.25 | Trustees are selected by committee |
to appoint one or more trustees
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 | Trustees are introduced to the policies and practices of the organisation by the other trustees. Additional training for trustees is identified as required. Trustees have remained in place this year. |
|---|---|---|
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | We are a small charity. Until April 2021 we employed a manager on a part time basis, however when they decided to step down we chose not to replace them, so Trustees continue to oversee the day to day running of the charity, supported by committee members. We meet on a monthly basis to oversee the workofthe charity. |
| Relationship with any related parties |
Para 1.51 | We work in partnership with William Tyrell, a charity based in Romania. |
| Other | ||
Reference and Administrative details
| Charity name | The Life Intervention Friendship and Education Foundation |
|---|---|
| Other name the charity uses | |
| Registered charity number | 1166183 |
Charity’s principal address |
63 Millers Green Close Enfield EN27BD |
Names of the charity trustees who manage the charity
Trustee name Office (if any)
Name of person Dates acted if not for whole (or body) entitled year to appoint trustee (if any)
1 Dr Claire Wood 2 Dr Sophie Doswell 3 Rebecca McGuiness
– 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
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Trustee name Dates acted if not for whole year
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Funds held as custodian trustees on behalf of others
Description of the assets None held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for 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.
Signed on behalf of the charity’s trustees
Signature(s) Full name(s) Dr Sophie Doswell Position (eg Secretary, Trustee Chair, etc) Date 14/08/2023
| The Life Intervention Friendship and Education Foundatio | The Life Intervention Friendship and Education Foundatio | The Life Intervention Friendship and Education Foundatio | The Life Intervention Friendship and Education Foundatio | CC16a | |
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| For the period from |
4/1/2022 | To | |||
| Section A Receipts and payments | |||||
| A1 Receipts Donations 16,927 - - - - - - - 16,927 - - Sub total - Total receipts 16,927 A3 Payments Project costs 28,328 Medical and therapeutic supplies 467 Website and IT 242 Training Accounts 552 Bank charges 68 Trustee expenses 153 - - Sub total 29,810 - - Sub total - Total payments 29,810 Net of receipts/(payments) - 12,883 A5 Transfers between funds - A6 Cash funds last year end 32,389 Cash funds this year end 19,506 Unrestricted funds to the nearest £ Sub total(Gross income for AR) A2 Asset and investment sales, (see table). A4 Asset and investment purchases, (see table) |
to the nearest £ Restricted funds |
to the nearest £ Endowment funds |
Total funds to the nearest £ |
Last year to the nearest £ |
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| 2,600 - - - - - - - 2,600 |
- - - - - - - - - |
19,527 - - - - - - - 19,527 |
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| 25,763 | |||||
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- - - |
- - - |
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| 2,600 | - | 19,527 | 25,763 | ||
| 2,000 104 - - - - - - - 2,104 |
- - - - - - - - - - |
30,328 571 242 - 552 68 153 - - 31,914 |
14,154 | ||
| 1,574 | |||||
| 144 | |||||
| 200 | |||||
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| 105 | |||||
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| 16,177 | |||||
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- - - |
- - - |
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| 2,104 | - | 31,914 | 16,177 | ||
| 496 - - 496 |
- - - - |
- 12,387 - 32,389 20,002 |
9,586 | ||
| - | |||||
| - | |||||
| 9,586 |
Section B Statement of assets and liabilities at the end of the period
| Categories B1 Cash funds B2 Other monetary assets B3 Investment assets B5 Liabilities B4 Assets retained for the charity’s own use Signed by one or two trustees on behalf of all the trustees |
Details Details Details Details Details Signature SEDoswell Total cash funds (agree balances with receipts and payments account(s)) |
to nearest £ to nearest £ 19,506 496 - - - - 19,506 496 OK OK to nearest £ to nearest £ - - - - - - - - - - - - Cost (optional) - - - - - Cost (optional) - - - - - - - - - - - - - - Print Name Dr Sophie Doswell Unrestricted funds Restricted funds Unrestricted funds Restricted funds Fund to which asset belongs Fund to which asset belongs Fund to which liability relates Amount due (optional) |
to nearest £ Endowment funds |
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| OK | |||
| to nearest £ Endowment funds |
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| Current value (optional) |
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| When due (optional) |
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| Date of approval |
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| SEDoswell | Dr Sophie Doswell | 8/14/2023 | |