Trustees’ Annual Report for the period
From 01/04/2024 Period start date To 31/03/2025 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. This year we have been successful in opening the community centre. |
| We have also supported/undertaken two visits to the projects this year. |
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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 and a wheelchair, have improved health and mobility. Additional resources have included beanbags, sensory toys and a sensory station, to engage all beneficiaries to engage in meaningful activities. A number of community visits have been facilitated this year, including celebrating Ceizini day, cinema, museum and a shopping trip. For the majority of beneficiaries, it was the first time they had enjoyed these experiences. These activities 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. The April trip was focused on feeding and was undertaken by a Speech and Language therapist. Committee members visited the projects in November. |
|---|---|---|
Additional information (optional) You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | |
| Performance of fundraising activities against objectives set |
Para 1.41 | |
| Investment performance against objectives |
Para 1.41 | |
| Other |
Financial Review
| 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 £13,547. Over the year we received £37,206 in donations. Our expenditure was £39,885. The account balance was £10,868 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. Project costs have increased over this financial year and so Trustees have agreed to increase our maximum reserves for next year to £12, 000. |
| Amount of reserves held | Para 1.22 | £10,868 |
| 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 any fundraising) |
Para 1.47 | |
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | |
| 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) 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 aim to 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(if any) |
|---|---|---|---|---|
| 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 |
||
| 26/10/2025 | ||
| 26/10/2025 |
| Charity Name the Life Intervention friendship Education Foundation |
Charity Name the Life Intervention friendship Education Foundation |
Charity Name the Life Intervention friendship Education Foundation |
Charity Name the Life Intervention friendship Education Foundation |
CC16a | |
|---|---|---|---|---|---|
| For the period from |
01/04/2024 Period start date |
To | |||
| Section A Receipts and payments | |||||
| A1 Receipts | Unrestricted funds to the nearest £ 22,206 - - - - - - - 22,206 - - - 22,206 32,423 687 150 273 - - 100 648 34,281 - - - 34,281 (12,075) - 13,547 1,472 |
Restricted funds to the nearest £ 15,000 - - - - - - - 15,000 - - - 15,000 5,604 - - - - - - - 5,604 - - - 5,604 9,396 - - 9,396 |
Endowment funds to the nearest £ |
Total funds to the nearest £ |
Last year to the nearest £ |
| Donations | 22,206 | - - - - - - - - - |
37,206 - - - - - - - 37,206 |
26,826 | |
| - | - | ||||
| - | - | ||||
| - | - | ||||
| - | - | ||||
| - | - | ||||
| - | - | ||||
| - | - | ||||
| Sub total(Gross income for AR) |
22,206 | 26,826 | |||
| A2 Asset and investment sales, (see table). |
|||||
| - | - - - |
- - - |
|||
| - | - | ||||
| Sub total | - | - | |||
| Total receipts A3 Payments |
37,206 | ||||
| - | 26,826 | ||||
| Sent to Romania | 32,423 | - - - - - - - - - |
38,027 687 150 273 - - 100 648 39,885 |
32,331 | |
| Medical/therapy resources | 687 | 386 | |||
| Sent to Romania | 150 | 120 | |||
| Website and IT | 273 | 345 | |||
| Training, events and development | - | 98 | |||
| Trustee expenses | - | - | |||
| Other | 100 | - | |||
| End of year accounts | 648 | - 33,280 |
|||
| 34,281 | |||||
| Sub total | |||||
| A4 Asset and investment purchases, (see table) |
- | - - - |
- - - |
||
| - | - | ||||
| - | |||||
| Sub total Total payments Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end |
|||||
| 34,281 | - | 39,885 | 33,280 | ||
| (12,075) | - | - 2,679 |
- 6,454 | ||
| - | - - |
- 13,547 |
- | ||
| 13,547 | 20,002 | ||||
| 1,472 | - | 10,868 | 13,547 |
| Section B Statement of Unrestricted funds Restricted funds Categories to nearest £ to nearest £ 1,472 9,396 - - - - 1,472 9,396 OK OK 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) - - - - Signed by one or two trustees on behalf of all the trustees B5 Liabilities Details Signature Print Name Sophie Doswell Details B4 Assets retained for the charity’s own use Details B3 Investment assets Details B2 Other monetary assets B1 Cash funds Total cash funds (agree balances with receipts and payments account(s)) Details |
Endowment funds to nearest £ |
|---|---|
| Categories Signed by one or two trustees on behalf of all the trustees B5 Liabilities B4 Assets retained for the charity’s own use B3 Investment assets B2 Other monetary assets B1 Cash funds |
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| - | |
| - | |
| - | |
| - | |
| 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 |
|
| 26/10/2025 | |
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 2025 Charity no 1166183 ended (if any) Set out on pages As above
I report to the trustees on my examination of the accounts of the above charity for the year ended 31 March 2025
- Responsibilities and As the charity’s trustees, you are responsible for the preparation of the basis of report accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).
I report in respect of my examination of the charity’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.
Date: 27/10/2025 Signed: Name: Tom Wilcox Relevant professional qualification(s) or body (if any): Address: Counterculture Partnership LLP 23 St Leonards Road, Bexhill-on-Sea East Sussex, TN40 1HH
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08/10/2025
IER