## **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.| |---|---|---| |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:||| |---|---|---| |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 **----- Start of picture text -----**
Trustee name Dates acted if not for whole year
**----- End of picture text -----**
## **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**| |---|---|---|---|---|---| ||**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 £**| |||**2,600**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**2,600**|**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**19,527**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**19,527**|**-**| ||||||**-**| ||||||**-**| ||||||**-**| ||||||**-**| ||||||**-**| ||||||**-**| ||||||**-**| ||||||**25,763**| ||||||| |||**-**
**-**
**-**|**-**
**-**
**-**|**-**
**-**
**-**|| ||||||**-**| ||||||**-**| ||||||| |||**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**| ||||||**-**| ||||||**105**| ||||||**-**| ||||||**-**| ||||||**-**| ||||||**16,177**| ||||||| |||**-**
**-**
**-**|**-**
**-**
**-**|**-**
**-**
**-**|| ||||||| ||||||**-**| ||||||| |||**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**| |---|---|---|---| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||OK| ||||**to nearest £**
**Endowment**
**funds**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**When due**
**(optional)**| ||||| ||||| ||||| ||||| ||||| ||||| ||||Date of
approval| ||SEDoswell|Dr Sophie Doswell|8/14/2023| |||||