## **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
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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 Illllll illiii tm mlllll,ll ryv(r r# ro 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 S*3natu Print Namo Dale of roval Kftri 2 3/6/2