2021-09-01-accounts

Trustees’ Annual Report for the period

From 2 September 2020 To 1 September 2021

Charity name: Friends of Refilwe

Charity registration number: 1168982

Objectives and Activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	The objects of the CIO are to raise funds to support LIV Lanseria (formally the Refilwe Community Project) in Lanseria, South Africa. The funds will be used to provide grants, items and services to relieve and prevent poverty.
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	A variety of small fundraisers, several at Calday Grange Grammar School, which were limited due to Covid restrictions. One of note was to raise money for a gift for the Aunties, who worked in the Baby Shelter throughout the various South African lockdowns, often having to forego seeing their own families to do so. In addition, CGGS held a non-uniform day. Friends of Refilwe also benefitted from a sizeable gift.
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	As set out in our Constitution, the CIO is aware of its responsibility to public benefit and evidence of its impact are visible LIV Lanseria’s annual report.

Additional information (optional) You may choose to include further statements where relevant about:

SORP reference n/a Para 1.38 Policy on grant making n/a Para 1.38 Policy on social investment including program related investment n/a Para 1.38

Contribution made by volunteers
Other		n/a

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 set up and publicised means of regular giving, resulting in donations through Standing Orders. Gift Aid, when claimed on the majority of these, will increase donations. Money raised was gifted to the Aunties, who work in El Roi, with the rest being split between the various projects, as well as supporting the education of certain children needing specific support.

Additional information (optional)

You may choose to include further statements where relevant about:

Achievements against objectives set	Para 1.41	n/a
Performance of fundraising activities against objectives set	Para 1.41	n/a
Investment performance against objectives	Para 1.41	n/a
Other		n/a

Financial Review

Review of the charity’s financial position at the end of the period	Para 1.21	The CIO donated just under £29,000 directly toLIV Lanseriain South Africa. The trustees were pleased with such an amount and have reviewed ways to develop efficiency to exceed this figure in future.
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	Reserves are held for three reasons; one, as a means to cover outgoings during fundraising events, secondly to cover our small administrative costs and thirdly, to save bank costs, money is transferred to LIV Lanseria periodically.
Amount of reserves held	Para 1.22	£2301
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	n/a
Investment policy and objectives including any social investment policy adopted	Para 1.46	n/a
A description of the principal risks facing the charity	Para 1.46	n/a
Other		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	CIO
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	The current board of trustees can respond collectively to applications, or collectively appoint new trustees where skills gaps may arise. Trustees are appointed for a minimum of two years.

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	n/a
The charity’s organisational structure and any wider network with which the charity works	Para 1.51	We are grateful to the links we have with Calday Grange Grammar School and its wider community. The support provided is invaluable and has a significant impact on LIV Lanseria. We are looking forward to developing links with local churches, in particular in supporting the work of Hope Church.
Relationship with any related parties	Para 1.51	n/a
Other		n/a

Reference and Administrative details

Charity name	Friends of Refilwe
Other name the charity uses	n/a
Registered charity number	1168982
Charity’s principal address	46 GORSEFIELD AVENUE, BROMBOROUGH, WIRRAL, CH62 6BZ

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)
	Samantha Tebb	Chair
	Katie Starkey	Secretary
	Richard Evans
	Alexandra Woods

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 n/a held in this capacity Name and objects of the n/a charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for n/a 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
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) K.Starkey Samantha Tebb Full name(s) Katie Lauren Starkey Position (eg Secretary, Secretary Chair Chair, etc) Date 30/6/20212

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Section B Statement of assets and liabilities at the end of the period Unrestricted funds lo nearest É Restricted funds Endowment funds to nearest£ Categories Detai15 B1 Cash funds Bank aCc￿nt 2,300.91 Total cash funds 2.301 OK Restricted funds to )•r•t e Unr85tricted funds lo nernst É Endowment funds to nearest É Details Non• i•whl¢h COBI lopllwwll ¢urr•nt tlonDI Details 83 Investment assets None Fund lo whlth ••••l b•lo ¢o•i loptlonlll Curr•nt valu• tl¢n•l DelaS1s 84 Assets retalned for tho charlty's own us• to whlch Am0￿￿1 du• IlonDI Wh•n du• Details None BS Liabilities Signed by one w t￿) trusie85 on behalf of 811 the truslees S3natu Print Namo Dale of roval Kftri 2 3/6/2