## **Trustees’ Annual Report for the period** ## **From 1 September 2021 To 30 August 2022** ## **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 objectives of the CIO are to raise
funds to support the Refilwe Community
Project (otherwise known as LIV
Lanseria) 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. In
addition to this, we continue to raise
awareness of Refilwe/LIV and increase
regular donations, with the hope to
expand following the lifting of governmental
restrictions. This period also saw a
information seeking/relationship
strengthening visit to LIV Lanseria take
place, to aid future plans and strategic
involvement.| |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 in the
Refilwe Community Project (LIV Lanseria),
SA’s annual report.| ## **Additional information (optional)** You may choose to include further statements where relevant about: ||SORP reference|| |---|---|---| |Policy on grant making|Para 1.38|n/a| |||| |---|---|---| |Policy on social investment
including program related
investment|Para 1.38|n/a| |Contribution made by
volunteers|Para 1.38|n/a| |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 continue to have the means set up for
regular giving, and one off gifts.
Money raised was split between the pre-
school, foster care and outreach
programmes, at the discretion of the
Community Project.| ## **Additional information (optional)** ## You may choose to include further statements where relevant about: n/a Achievements against objectives set Para 1.41 n/a |Performance of fundraising
activities against objectives
set|Para 1.41|| |---|---|---| |Investment performance
against objectives|Para 1.41|n/a| |Other||n/a| ## **Financial Review** |**Financial Review**||| |---|---|---| |Review of the charity’s
financial position at the end
of the period|Para 1.21|The CIO donated just over £8659 directly to
the Refilwe Community Project in 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
the Refilwe Community Project periodically.| |Amount of reserves held|Para 1.22|£4495| |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
the Refilwe Community Project.| |Relationship with any
related parties|Para 1.51|n/a| n/a Other ## **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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3
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5
6
7
8
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20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Nam**
**e of**
**pers**
**on**
**(or**
**body**
**)**
**entitl**
**ed to**
**appo**
**int**
**trust**
**ee (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)** **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.** **----- Start of picture text -----**
Signed on behalf of the charity’s trustees
S.Tebb
Signature(s) K.Starkey
Samantha Tebb
Full name(s) Katie Lauren
Starkey
Position (eg Secretary Chair
Secretary, Chair,
etc)
Date
**----- End of picture text -----**
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Section A Independent Examiner's Report Report to the trustees Friends of Refifve On accounts for the year endgd 311812022 Charlty no lif any} 1168982 Set out on pages I report to the trustees on my examination of the accounts of the above charity I'the Tnjsfl for the year ertded Responsibilities and basis of report As the charity's tnjstees, you are responsible for the preparation of the accounts in accor(lance with the requirements of the Charities Act 2011 I'xhe Acf,). I report in respect of my examination of the Trust's accounts carried out under sectK)n 145 of the 2011 AGt and in carryirg out my examinats'on, I have followed all the applicable Directions given by the Charity Commtssion under section 14515)Ib} of the Act. Independent I have completed my examinatio￿. I confim that no materBI matters have examiner's statement come to my attention in connection with the examination lolher Ihan that disclosed below ') which gives me cause lo bdieve that in. any material respect.. the accounting records were not kept in accordance w￿h section 130 of the Charities Act- or the accounts did not accord with the accounting records., or the accounts did not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reportsl Regulations 2008 other than any requirement Ihal the accounts give a 'lrue and fairf view which is not a matter considered as part of an independent examination. I have no concerns and have come across no other matters in connection with the examinab.on to which attention should be drawn in this rewrt in order lo enable a proper understsnding of the accwnts to be reach￿. ' Ple8se,delete the w0￿S in the brackets ifthey do not ap@y. Signed: Name: Date: Relevant professional qualification(s} or body lif any): Address: AAt (t wsl CH(43 77L IER Oct 2018 Section B Disclosure Only complete if the examiner needs to huhlighl material matters of concern Isee CC32. Independent examinat￿ of charty accounts: directions and guidance for examiners). Give here brief details of any Ftems that the examiner wlshes to dlsclosg. IER Oct 2018 CHARITY COMMISSION Fok FNf>lANQ AND WAIES Fr68nd8 of R•filwa 1168982 Receipts and payments accounts CC16a For the period 0110912021 31108r2022 Section A Receipts and payments Unle￿ricted funds Rastr*ct¢d funds Endowm¢nl funds Total funds Last y8ar tv tha DearB5t tothe nearest £ tothe nearest£ to the nearest£ to the nearest£ Al Receipts Regular Giving ODgoflgffls 7334.52 5855 5.855 ub total( ross inctrme ARJ A2 A$$et and Inv¢$tmont sales. Isee tablel. 13,190 13,qg) Sub total Total receipts 13,190 13.190 Payments io R8llw8 Adtnin & Sundtiès 8659.72 35 e,660 35 Sub totsl 695 8,695 A4 Asset and investment purchases. (see table) Sub total rotalpaym•ftts B,695 Nat olrnc•lpts/(payments) A5 Transfers be￿¢¢* fvnds A6 Cash lund$ last year 8nd Cash funds this year end 4,495 4,495 4495 ££a£ 4,495 CCXX R1 acwjnts ISSI Section B Statement of assets and liabilities at the end of the period Unrestricted funds to nearest£ Restricted fvnd$ Èo n•èr•¥t£ Endowment nds to n•ar•4t£ Categories B1 Cash funds Bank attouni Total ￿5h funds 4,495 8¢¢￿￿{$)) Unre5trlct8d funds to neèresi £ Restrlcled funds to ne&tESt £ Endowment funds Details Not to nÈare5t £ Fund to whlch ass8tbplo Ofr.tails C05t loptlonall C￿￿ent¥￿Iuo ional Fvnd to whi atset belon Curr•ntvJl tlonal Details Co*t loptlon*ll B4 Asséts rntaln8d for th• charws own use Fund to whlc A￿Ount du onal Wh•n du• onai Details B5 LiabilTti•s sVjr￿ byone or ts¥0 trusts6s0r4 bphalf of al the trusttes Swjnature Print Narne Date of roval cc￿ R2 attounts ISSI