## **Trustees' Annual Report for the period**
Period start date Period end date Day Month Year Day Month Year **From** 01 04 2022 **To** 01 04 2023
Section A Reference and administration details
## **Charity name EdithFamily Foundation**
**Other names charity is known by**
**Registered charity number (if any) 1173306**
**Charity's principal address 1 Old Buildings, Wood Street, Wallingford, Oxfordshire**
**Postcode OX10 0BA**
## **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)**|
|---|---|---|---|---|
||Audrey Thomas-
Constantinou||11/09/2017 to 01/04/2024||
||Kerry-Ann Grange||11/09/2017 to 01/04/2024||
||Keith Ferris||||
||||02/03/2018 to 01/04/2024||
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||**Names of the trustees for the charity, if any, (for example, any custodian trustees)**||||
||**Name**||**Dates acted if not for whole year**||
||||||
March **2012**
**TAR**
1
## **Names and addresses of advisers (Optional information)**
|**Type of adviser**|**Name**
**Address**|**Name**
**Address**|
|---|---|---|
||||
||||
||||
||||
|**Name of chief executive**|**or names of senior staff members (Optional information)**||
||||
## **Section B Structure, governance and management**
## **Description of the charity’s trusts**
Type of governing document
- (eg. trust deed, constitution)
> [Constitution]
Charitable Incorporated Organisation How the charity is constituted
- (eg. trust, association, company)
Trustee selection methods
Appointed by the existing trustees
- (eg. appointed by, elected by)
## **Additional governance issues (Optional information)**
You **may choose** to include additional information, where relevant, about:
- policies and procedures adopted for the induction and training of trustees;
- the charity’s organisational structure and any wider network with which the charity works;
- relationship with any related parties;
The Charity’s focus is for the promotion of social inclusion and about people who have social exclusion issues, mainly the working class nationals from the West Indies working in the United Kingdom.
The charity desire to build awareness of its vision and to work with other organisations providing support for West Indian nationals working in the United Kingdom.
The charity plans to create links between the West Indian community and the government services within the United Kingdom.
The charity has a long term goal to assist with the smooth transition of West Indians nationals entering the United Kingdom to seek employment by providing useful information and guidance.
- trustees’ consideration of major risks and the system and procedures to manage them.
## **Section C Objectives and activities**
**Summary of the objects of the charity set out in its governing document**
To provide a local support network group for West Indians working in England.
To provide support and signposting for West Indians working in England,
March **2012**
**TAR**
2
|**Summary of the main activities**
**undertaken for the public**
**benefit in relation to these**
**objects (include within this**
**section the statutory**
**declaration that trustees have**
**had regard to the guidance**
**issued by the Charity**
**Commission on public benefit)**|to maintain health and wellbeing during emotional difficulties.||
|---|---|---|
||The charity completed letter on the 21/02/2018 to request referrals from
social care for any individuals who may need our support in Oxford,
Oxfordshire and Derbyshire areas.
Charity flyers being designed for distribution in local areas, such as
libraries, supermarkets and contact with friends were agreed in meeting
on the 05/02/2017.
Social media utilised by active posting on facebook and twitter about the
charity focus and vision.
Charity website created on the 09/09/2017, so that any persons can have
access to our constitution and contact details via the internet.
Free tickets purchased for Caribbean party night on the 23/11/2018 with
future plans to host annual entertainment events for Caribbean nationals.
Trustees have agreed to support a local food bank in March, 2019.
Monetary donations given to Salvation Army in Ripley towards extra
stocks for their food bank.
Market stall to be booked for the Wallingford Carnival in June, 2019 with
100% of the sales to be given to support the work of the charity.
For 2020, the charity will be aiming to support retired Caribbean nationals
within community settings, such as homes, recreational centres and social
activities.
The trustees will continue to have quarterly meetings to discuss more
effective fundraising events and plans for growing the charity membership.
The charity trustees to continually aim to recruit new members to help
support other Caribbean nationals in the UK through social media post
and direct contact with trustees.
The charity website was updated in 2022 with agreement by all trustees to
facilitate online chats, public donations, direct messages and comments
from the public. The website is more user friendly with easy access to
online pages, which is now supported by a specialist team to improve the
charity status via online search engines.
Progress 2023-the charity trustees are encouraged to support their local
areas due to high inflation and rising cost by direct donations to food
banks and strangers in need.||
March **2012**
**TAR**
3
## **Additional details of objectives and activities (Optional information)**
You **may choose** to include Trinidad and Tobago Association provided some time in their meeting further statements, where agenda on the 09/04/2017 for our charity presentation. relevant, about:
- policy on grantmaking;
- policy programme related investment;
- contribution made by volunteers.
The Trinidad and Tobago high commissioner made time to have a telephone conversation about the charity on the 27/09/2017 and he gave his support.
The Guyanese high commissioner was met in person on the 26/03/2018 to discuss our charity vision and his support was given.
One of our trustees made a monetary gift aid donation on the 11/09/2017 to help the charity vision.
The charity is scheduled to have a presentation meeting with all of the Caricom head of states in London, still waiting for the booked date.
The charity has been registered to accept Gift Aid donations from the public via HMRC-March 2019.
All monies received from beauty products sold at the Wallingford Carnival in June 2019, were deposited into charity account.
Virtual charity telephone line was cancelled to save money in 2022. The chat option is available on the website, therefore no need for a direct phone line.
Plans to progress in 2023- to re-engage with the Caricom high commissioners in London to book a charity presentation meeting date.
Limited opportunities to raise additional funds- trustees encouraged to contribute towards local food bank in 2023/2024. Charity to maintain surplus in bank account to cover website and online office software.
March **2012**
**TAR**
4
## Section D Achievements and performance
**Summary of the main achievements of the charity during the year**
A car boot sale was held on the 19/11/2017 to sell second hand items from the trustees to raise money for the charity, minimal revenue gained but everyone worked very hard to make it happen.
There is an online car boot sale via shpock and gumtree with a part of sales proceeds going towards the charity which are ongoing.
First quarterly meeting held on the 30/09/2017 with discussions on fundraising events, financial report, charity flyers, charity website and adverts in local newspaper.
Second quarterly meeting held on the 21/02/2018 with discussions on online sale of items, financial report, updating of charity website, letter to social care, advert in local newspaper, flyer distribution and new trustees.
Third quarterly meeting held on the 14/04/2018 with discussions on online sale of items, financial report, updating of charity website, letter to Caribbean high commissioners dated 29/04/2018, flyer distribution, counselling course and new trustees.
Fourth quarterly meeting postponed on the 14/07/2018 and rescheduled for the 11/08/2018. Further discussions on online sale of items, financial report, and fundraising raffle event for 8 different hampers put on website for Christmas period at the cost of £1 per ticket.
To follow up the Guyanese high commissioner about Caricom head of state meeting in the 2019.
Charity’s two free tickets for Caribbean night on the 23/11/2018 were taken by visitors on facebook who attended the Bromley Court Hotel event.
Due to the pandemic, AmazonSmile was joined on the 11[th] September, 2020 to facilitate donations of 5% towards the charity when clients and friends visit the amazon website.
UK Caribbean worker podcast commenced on the 26[th] July, 2020 to create awareness and inspire Caribbean nationals when they visit the charity website.
Social media posts via facebook to share favourite Caribbean songs on the 29[th] November, 2020 with #caribbeanpeople, #UKcaribbeanworker, #edithfamilyfoundation to build continued awareness due to lockdown measures.
Improved charity website- user friendly, stories and activities can be
March **2012**
**TAR**
5
Section D Achievements and performance updated, more secure ( managed by website builder) to protect personal data. Charity received a cash donation towards food bank via social media (facebook). Trustees to continue to support charity and be part of its ongoing work to the UK public. .
|**Section E Financial review**|**Section E Financial review**|
|---|---|
|**Brief statement of the**
**charity’s policy on reserves**
**Details of any funds materially**
**in deficit**
**Further financial review details**
You**may choose**to include
additional information, where
relevant about:
the charity’s principal
sources of funds (including
any fundraising);
how expenditure has
supported the key objectives
of the charity;
investment policy and
objectives including any
ethical investment policy
adopted.||
||There is no reserve policy, but our aim is to maintain sufficient funds to
meet the needs of our charity vision, at least 400 to 500 pounds.|
||None|
||**(Optional information)**|
||Our main source of funds are through donations and fundraising
activities.
Our aim is to provide monetary support when needed through donations
and fundraising activities.
As a new charity, our expenditures have been covered by trustees
making donations through their savings and their personal finances.
Our financial aim is to limit the running cost of the charity, so that the
monetary funds will directly support the needs of the public|
**Section F Other optional information**
No investment of funds, as the funds must be used to meet the needs of individuals for counselling, housing issues and child care cost.
Direct sourcing of funds through public funding can be challenging , because there are many choices and various ways of getting resources.
Our members are working class individuals with limited time and financial resources, therefore online sales and social media measures have been utilised alongside direct contact with the public.
No membership fees are required, but we still need volunteers to be responsive to joining our charity to help
March **2012**
**TAR**
6
widen our network and do a more large scale fundraising activity in the future.
## **Section G Declaration**
**The trustees declare that they have approved the trustees’ report above.**
**Signed on behalf of the charity’s trustees**
> **Signature(s)** AConstantinou **Full name(s)** Audrey Thomas-Constantinou **Position (eg Secretary, Chair,** Trustee **etc) Date** 02/01/2024
March **2012**
**TAR**
7
**Charity Name No (if any) EdithFamily Foundation 1173306 Receipts and payments accounts For the period** Period start date Period end date **To from 4/1/2022 4/1/2023**
## **CC16a**
## **Section A Receipts and payments**
|**Section A Receipts and payments**|||||
|---|---|---|---|---|
|**A1 Receipts**
Balance brought forward
**15**
Fundraising
**-**
Private Donations
Online sale
**139**
AmazonSmile
**-**
Gift Aid
**-**
Trustee donations
**-**
**-**
**154**
**-**
**-**
**_Sub total_ -**
**_Total receipts_ 154**
**A3 Payments**
Printing
**-**
Stationery
**-**
Charitywebsite
cash box
**-**
Telephone line
**-**
Social Media
Foodbank
Postage
**-**
Microsoft Office
**80**
**_Sub total_ 80**
**-**
**-**
**_Sub total_ -**
**_Total payments_ 80**
**_Net of receipts/(payments)_ 74**
**A5 Transfers between funds**
**-**
**A6 Cash funds last year end**
**-**
**_Cash funds this year end_ 74**
**Unrestricted**
**funds**
**to the nearest £**
**_Sub total_**_(Gross income for AR)_
**A2 Asset and investment sales,**
**(see table).**
**A4 Asset and investment**
**purchases,(see table)**|**to the nearest £**
**115**
**-**
**-**
**251**
**-**
**366**
**-**
**-**
**-**
**366**
**-**
**-**
**100**
**-**
**-**
**-**
**-**
**-**
**100**
**-**
**-**
**-**
**100**
**266**
**-**
**-**
**266**
**Restricted**
**funds**|**to the nearest £**
**Endowment**
**funds**|**Total funds**
**to the nearest £**
**130**
**-**
**139**
**-**
**-**
**251**
**-**
**520**
**-**
**-**
**-**
**520**
**-**
**-**
**100**
**-**
**-**
**-**
**-**
**-**
**80**
**180**
**-**
**-**
**-**
**180**
**340**
**-**
**-**
**340**|**Last year**
**to the nearest £**|
|||**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**130**|**265**|
||||||
||||**-**|**100**|
||||**139**|**40**|
||||**-**|**-**|
||||**-**|**-**|
||||**251**|**-**|
||||**-**|**-**|
||||**520**|**405**|
||||||
|||**-**
**-**
**-**|**-**||
||||**-**|**-**|
||||**-**|**-**|
||||||
|||**-**|**520**|**405**|
||||||
|||**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**-**||
||||**-**||
||||**100**|**100**|
||||**-**||
||||**-**|**25**|
||||**-**|**-**|
||||**-**|**100**|
||||**-**|**-**|
||||**80**|**80**|
||||**180**|**305**|
||||||
|||**-**
**-**
**-**|**-**||
||||**-**||
||||**-**|**-**|
||||||
|||**-**|**180**|**305**|
||||||
||**266**|**-**
**-**
**-**
**-**|**340**|**100**|
||**-**||**-**|**-**|
||**-**||**-**|**-**|
||**266**||**340**|**100**|
## **Section B Statement of assets and liabilities at the end of the period**
|**Categories**
**B1 Cash funds**
**B2 Other monetary assets**
**B3 Investment assets**
**B5 Liabilities**
**B4 Assets retained for the**
**charity’s own use**
Signed by one or two trustees on
behalf of all the trustees|**Details**
Charity bank account
Paypal account
**Details**
**Details**
**Details**
**Details**
Signature
AConstantinou
**_Total cash funds_**
(agree balances with receipts and payments
account(s))|**to nearest £**
**to nearest £**
**266**
**74**
**-**
**-**
**-**
**74**
**266**
OK
OK
**to nearest £**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
Print Name
AudreyThomas-Constantinou
**Unrestricted**
**funds**
**Restricted**
**funds**
**Unrestricted**
**funds**
**Restricted**
**funds**
**Fund to which**
**asset belongs**
**Fund to which**
**asset belongs**
**Fund to which**
**liability relates**
**Amount due**
**(optional)**|**to nearest £**
**Endowment**
**funds**|
|---|---|---|---|
|||||
||||**-**|
||||**-**|
||||**-**|
||||OK|
||||**to nearest £**
**Endowment**
**funds**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**Current value**
**(optional)**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**Current value**
**(optional)**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**When due**
**(optional)**|
|||||
|||||
|||||
|||||
|||||
|||||
||||Date of
approval|
||AConstantinou|AudreyThomas-Constantinou|1/2/2024|
|||||