Trustees’ Annual Report for the period
From 01/04/2023 Period start date To 31/03/2024 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 by the provisions of volunteers and carers, and by the provision of advice and training for those responsible for their care 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 through advising and supporting staff. The staff team consists of a nurse who leads the project, a project co-ordinator, social worker, physiotherapist and psychologist. Throughout the year we have directly provided medical and therapeutic supplies and have supported a range of educational activities. This year we have also continued supporting individuals in the community who are at risk of institutionalisation, to keep them living with their families. Significant progress has been made in gaining accreditation of a community centre for the local community. |
| We have also supported/undertaken three visits to the projects this year. We have also hosted a master’s student this year, who undertook a project supporting the charity to consider how we can enhance our promotion of human rights. |
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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. |
Additional information (optional) You may choose to include further statements where relevant about:
SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers Other
Achievements and Performance
SORP reference Throughout the year, the multidisciplinary team have offered a wide range of direct therapeutic input and support, assisting children and adults with behaviours of concern, physical health issues and mental health issues in addition to their disability. The team have also offered support and advice to care staff within the Government institutions and families in the community.
| 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 | The provision of resources including nutritional supplements, specialist chairs and bathing equipment, bars, a ramp and a ventilator have improved health and mobility. Additional resources have been provided including technology to support social engagement and art and craft activities to enhance imagination and fine motor skills. A number of community visits have been facilitated this year, for example to the Christmas lights and on a train ride. These not only teach day to day living skills but also reduce stigma, as beneficiaries are able to engage with members of the general public, who may not come into contact with disabled people often. To further improve day to day living skill, we have continued to offer the Life Skills project in the adult institution. We supported a trip led by a speech and language therapist in April and May, supporting swallowing for those at risk. Outcomes indicated that swallowing risk was reduced and there was an increased participation and enjoyment in eating activities. A second trip took place in the summer, with volunteers offering educational and social activities which were very much appreciated by beneficiaries and staff. A committee trip took place in October, with committee members meeting with the MDT in Romania, reviewing the projects and also providing advice and support for specific children and adults. We hosted a masters student who is studying international law, who has supported us to review our policies to ensure they are as human rights focused as possible and has provided training and resources to improve our knowledge and confidence in this area. |
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Additional information (optional) You may choose to include further statements where relevant about:
Achievements against Para 1.41 objectives set
| Performance of fundraising activities against objectives set |
Para 1.41 | |
|---|---|---|
| Investment performance against objectives |
Para 1.41 | |
| Other |
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 £20,002. Over the year we received £26, 826 in donations. Our expenditure was £33, 281. The account balance was £13, 547 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 | Our reserves policy is to have £9, 000 to allow for project costs to be covered for 3 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 |
Additional information (optional) You may choose to include further statements where relevant about:
The charity’s principal sources of funds (including Para 1.47 any fundraising) Investment policy and objectives including any Para 1.46
| social investment policy adopted |
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|---|---|---|
| A description of the principal risks facing the charity |
Para 1.46 | |
| Other |
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 to appoint one or more trustees |
Para 1.25 | Trustees are selected by committee |
Additional information (optional)
| Additional information (optional) | 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 work of the charity with Trustees having regular contact in between meetings to make any required decisions and to share important information. |
| 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 | The Life Foundation (informally used for brevity) |
| Registered charity number | 1166183 |
| Charity’s principal address | 63 Millers Green Close Enfield Middlesex EN27BD |
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) |
|---|---|---|---|---|
| Dr Claire Wood | ||||
| Dr Sophie Doswell | ||||
| Rebecca McGuiness |
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– 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 held in this capacity |
None |
|---|---|
| Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects |
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| 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)
| Names and addresses of advisers (Optional information) | Names and addresses of advisers (Optional information) | Names and addresses of advisers (Optional information) |
|---|---|---|
| Type of adviser Name Address |
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| Name of chief executive or names of senior staff members (Optional information) | ||
Exemptions from disclosure
Reason for non-disclosure of key personnel details
n/a
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) Position (eg Secretary, Chair, etc) Date |
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|---|---|---|
| Dr Sophie Doswell | ||
Trustee |
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| 08/06/2024 | ||
| 08/06/2024 |
Charity Name No (if any) the Life Intervention friendship Education Foundation 1166183 Receipts and payments accounts CC16a For the period Period start date Period end date To from 01/04/2023 31/03/2024
| Section A Receipts and payments | Section A Receipts and payments | |||||
|---|---|---|---|---|---|---|
| A1 Receipts | Unrestricted funds to the nearest £ 19,326 - - - - - - - 19,326 - - - 19,326 26,831 386 120 345 98 - - - - 27,780 - - - 27,780 - 8,454 - - - 8,454 |
Restricted funds to the nearest £ 7,500 - - - - - - - 7,500 - - - 7,500 5,500 - - - - - - - - 5,500 - - - 5,500 2,000 - - 2,000 |
Endowment funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
Total funds to the nearest £ 26,826 - - - - - - - 26,826 - - - 26,826 32,331 386 120 345 98 - - - - 33,280 - - - 33,280 - 6,454 |
Last year to the nearest £ |
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| Donations | 19,326 | - | ||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| Sub total(Gross income for AR) |
19,326 | 19,527 | ||||
| A2 Asset and investment sales, (see table). |
||||||
| - | ||||||
| - | - | |||||
| Sub total | - | - | ||||
| Total receipts A3 Payments |
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| 19,527 | ||||||
| Sent to Romania | 26,831 | 30,327 | ||||
| Medical/therapyresources | 386 | 459 | ||||
| Sent to Romania | 120 | 112 | ||||
| Website and IT | 345 | 242 | ||||
| Training, events and development | 98 | - | ||||
| Trustee expenses | - | 153 | ||||
| Other | - | 68 | ||||
| End ofyear accounts | - | 552 | ||||
| - | - | |||||
| **Sub total ** | 27,780 | 31,914 | ||||
| A4 Asset and investment purchases, (see table) |
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| - | ||||||
| - | ||||||
| **Sub total ** | - | - | ||||
| Total payments Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end |
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| 31,914 | ||||||
| - 8,454 | 2,000 | - | - 6,454 | - 12,387 | ||
| - | - | - | - | - | ||
| - | - | - | - | - | ||
| - 8,454 | 2,000 | - | - 6,454 | - 12,387 |
CCXX R1 accounts (SS)
09/09/2024
1
| Section B Statement of assets and liabilities at the end of the period | Section B Statement of assets and liabilities at the end of the period | 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)) Details Details Details Signature |
Unrestricted funds Restricted funds to nearest £ to nearest £ - - - - - - 13,547 - Agreement Error Agreement Error 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 Sophie Doswell |
Endowment funds to nearest £ |
| - | |||
| - | |||
| - | |||
| - | |||
| OK | |||
| Endowment funds to nearest £ |
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| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
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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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| Sophie Doswell | 08/06/2024 | ||
CCXX R2 accounts (SS)
09/09/2024
2
Independent examiner's report on the accounts
Section A Independent Examiner’s Report
Report to the trustees/ Charity Name members of The Life Intervention, Friendship and Education Foundation
On accounts for the year 31 March 2024 Charity no 1166183 ended (if any) Set out on pages As above (remember to include the page numbers of additional sheets)
I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31 March 2024
- Responsibilities and As the charity trustees of the Trust, you are responsible for the preparation basis of report of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).
I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
Independent I have completed my examination. I confirm that no material matters have examiner's statement come to my attention in connection with the examination which gives me cause to believe that in, any material respect:
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accounting records were not kept in accordance with section 130 of the Act or
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the accounts do not accord with the accounting records
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached.
Signed: Name: Tom Wilcox Relevant professional qualification(s) or body (if any): Address: Counterculture Partnership LLP Unit 115, Ducie House, Ducie Street Manchester M1 2JW
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Date: 09/09/2024
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October 2018
IER