# **Annual Report Ida Davis Family Foundation Ida Davis Family Foundation Annual Report and Financial Statements** **for the year ended 31 March 2022** **Registered Charity Number 1175286 www.IDavisFoundation@aol.com** ## **Ida Davis Family Foundation Annual Report and Financial Statements** ## **for the year ended 31 March 2022** **Contents** Page Report of the Trustees 1 Independent Examiners Report Statement of Financial Activities Balance Sheet Notes to the Financial Statements Detailed Statement of Financial Activities _________________________________________________________________________________ ## **Trustees** Kenneth Davis (Chairman) Robert Cammidge Adrian Cammidge ## **Registered Ofce** 178 Eastern Esplanade, Thorpe Bay, Southend -on -Sea, Essex, SS1 3AA ## **Registered Charity Number** 1175286 ## **Accountants** Segrave & Partners LLP Chartered Accountants Turnpike House 1208/1210 London Road Leigh on Sea Essex SS9 2UA ## **Bankers** Barclays Bank Po Box 13 63-65 High St, Rayleigh SS6 7ELRayleigh ## **Solicitors** Wilsons, Alexandra House, St. Johns Street, Salisbury, SP1 25B ## **Investment Advisors** Cazenove Capital, Schroeder & Co. Limited,1 London Wall Place, London EC2Y SAU **Ida Davis Family Foundation** **Report of the Trustees for the year ended 31 March 2022** ## **Report of the Trustees** The trustees present their report, together with the financial statements for the year ended 31 March 2022 The financial statements have been prepared in accordance with the Charities Act 2011 and the Accounting and Reporting of Charities Statement of Recommended Practice (Charities SORP( FRS 102) ). The Trustees have had regard to the Charity Commission's guidance on Public Benefit. ## **Structure, Governance and Management** The Ida Davis Family Foundation was registered as a CIO on October 20th, 2017. The governing document is the Foundation Constitution. At the Trustees meetings, held physically and electronically in 2021 and 2022 the Trustees discussed the performance of the financial adviser, the accounts and banking and reviewed grant proposals, grant results, due diligence and future strategies. ## **Trustees** The Trustees who served throughout the year were: Kenneth Davis Robert Cammidge Adrian Cammidge ## **Objectives and Activities** The objects of the Foundation, as laid out in the CIO Constitution, are to alleviate poverty, to advance education, to relieve sickness and to promote health and to preserve and protect the natural environment at home and abroad. As a grant making charity, the Constitution also provides for general charitable purposes for Public Benefit. Our objective is philanthropic with special emphasis on providing grants for projects that have measurable end result benefits “ teaching to fish” rather than “ forever” consumption charities. These include providing training and education which will promote poverty alleviation and better health outcomes and projects that advance and protect the natural environment, improving sustainability and reducing the impact of climate change. Our perspective is international and our charitable goals are pursued across a range of countries as well as in the UK. We have a special focus on low and middle income developing countries where needs continue to grow. Inexperience, failures of governance and corruption in many developing countries could impede the successful implementation of some projects. For this reason, the Foundation operates by providing grants to UK based charities which have the experience, staff, oversight and infra-structure to ensure the goals of the projects are met. In addition, the Foundation provides follow-up due diligence to ensure our funds fulfil their purpose. The Foundation is committed to providing support and multi-year grants to meet the needs of the charity grantees that we serve. The Fiscal year 2021/2022 was a year of expansion for the Foundation as the impact of the covid pandemic diminished. Covid continued to cause project 1 delays, pause project implementation and **Ida Davis Family Foundation Report of the Trustees for the year ended 31 March 2022** reduce the number of international projects seeking support. Travel restrictions, social distancing, lockdowns and general fear in communities caused disruptions in the administration of the Foundation and charities seeking support. However, the Foundation and charities adapted to these challenges, developed new techniques and started to grow again. For example, where travel to Africa or India for assistance and due diligence was not possible, grantees supplied mobile phones and communication and training was managed by regular WhatsApp calls. More communications were completed electronically rather than in person. The geographic focus of the Foundation's activities was modified for Fiscal 2021/22 to permit better function in the changed environment and a greater concentration was made on the UK. The UK seemed to come out of covid restrictions sooner than developing countries thanks to an aggressive vaccination program, superior health system and greater affluence. As a result, the Foundation was able to support UK based projects that were able to start/continue while projects in Africa /India were delayed. Since inception, the philosophy of the Foundation has been to support projects which have measurable results, where the focus is on solutions and sustainability rather than consumption. We like to support projects that “teach to fish” rather than “give fish” and do not generally support emergencies, illness or projects with no defined end. With this in mind, we discontinued support for an African AIDS charity where results after several years were discouraging and switched support again in Africa from an on-going feeding program to a school start up where the hope and promise is for sustainability. Climate change continued to be a major consideration of Foundation activities. During lockdown, awareness of the impact that industrial, commercial and population growth is having on nature and the environment became even more evident. Local needs and opportunities became clearer as the impacts of climate change on people, fauna and flora grew in frequency and dimension. The Foundation actively sought projects and organisations we could support that would improve the long term health of wild life and nature. We have made a good start on this locally in Essex and are working on projects internationally with similar promise for the future. We continued to learn in 2021/22 . Working with the larger, well established charity organisations gave us excellent examples of professionalism, good governance and the diligence and attention to detail of well structured grant applications. We will continue to seek long term relationships with these organisations. Overall, the Foundation made good progress in spite of covid. Grant giving activities were expanded and the total funds distributed increased by 500% We also expanded the number of charities to be invited to apply for grants. We gained experience. We are optimistic and confident that we are now better prepared to grow the size and scale of our donations and expand the size and number **o** f charitable organisations that we will invite to apply for grants We look forward to further expansion in future years. We again supported charities registered and located in the United Kingdom with strong governance which administer activities in the UK and developing countries. We invited applications and again awarded grants to registered charities with whom we had enjoyed good results in the past. Specifically, in terms of poverty reduction and education internationally, we 2 awarded grants for Women's Group projects in Uganda, Nepal and Malawi, a land conservation and village regeneration project for 5 villages in Sierra Leone and an early education project in South Africa. Projects in Nepal with community women's groups which had been paused for later 2021 implementation were finally started in early 2022. ## **Ida Davis Family Foundation Report of the Trustees for the year ended 31 March 2022** In terms of nature and the environment, the Foundation made some very positive initiatives. In the UK, we followed up an initial donation to the Essex Wildlife Trust with a second grant for a bee bank project on Two Tree Island to assist with the restoration of two bee species that are close to becoming extinct. We also invited a proposal for an expansion of the Lower Raypits nature reserve which is still pending as negotiations continue. Locally we awarded the Hadleigh Farm Estate of the Salvation Army a grant for a conservation grazing and re-wilding project at the Rare Breeds Centre .The objective is to use native breeds in conservation graze areas to enhance biodiversity of habitat and wildlife while producing a sustainable end product for the food chain. The project includes restoring animal husbandry housing, refencing 25 acres and re-wilding the habitat. Also in Essex, the Foundation has awarded a 3 year grant to RSPB as part of the program with the Land Trust, RSPB and BugLife to restore Canvey Island SSSI (Site of Special Scientific Interest) with a special focus on invertebrates. The specific goal of the Foundation grant is to encourage and stimulate community involvement, help create a shared sense of purpose to address the twin emergencies of climate change and loss of bio-diversity. Internationally, the Foundation examined with FFI a project to restore Chiulexi Game Reserve in Mozambique. It is an excellent program and the Foundation was close to finalizing a grant; unfortunately terrorist activity in the area and growing social/religious unrest which caused international corporations such as Total Oil to withdraw from the area in turn caused the Foundation to finally decline to participate. But we made a donation to FFI to recognize the value of the project and are examining with them alternative areas. Also internationally, the Foundation has agreed to support a project in Mauritius with the Mauritius Wildlife Trust to purchase an endemic forest area, if a suitable forest can be identified. The project is still on-going as the Trust seeks to negotiate the purchase of the forest area. From a finance standpoint, our investments with Cazenove finished slightly ahead at the end of the Fiscal year after a roller coaster ride. Initially, the investments recovered very well from the effects of the covid pandemic with significant gains in value. Unfortunately, the decline in world markets as a result of inflation and the Ukraine war wiped out most of these gains by year end. ## **Grant Making Policy** The Trustees identify registered charities that align with the purposes and objectives of the CIO, conduct due diligence to ensure the suitability of the charity as a recipient of funding and invite grant applications as and when the Trustees identify suitable projects they wish to support. The majority of grants are made to charities registered in England and Wales. Application for all grants are made by invitation only. Those organizations that are invited to apply must use the Foundation guidelines or form formats. The preference of the Trustees is to award grants as restricted funds for specific 3 contribution to general funding. The Trustees consider both one-off grants and multi-year funding. Projects they wish to support are identified by the Trustees on their own research and investigations and personal knowledge of the area of benefit of the charity. Requirements for reporting back to the Foundation will vary depending on the amount of the grant. ## **Ida Davis Family Foundation Report of the Trustees for the year ended 31 March 2022** ## **Grants awarded in 2021/22** Bees Abroad Nepal £ 5,430 Rory's Well Sierra Leone £ 10,000 Khanyisa Trust South Africa £ 6,500 Salvation Army UK £100,000 RSPB UK £ 33,251 FFI Mozambique £ 5,000 Total £160,181 ## **HIGHLIGHTS OF GRANTS AWARDED IN 2021-2022** ## **RORY'S WELL-SIERRA LEONE** The Foundation initiated support for Rory's Well in 2019 by sharing funding with Bees Abroad for a bee farming project in Sierra Leone. The Charity Rory's Well founded and run by Kath and Neil Brent is very focussed on results for its activities. The 2019 results for the honey harvest and hive distribution were extremely encouraging and the Foundation expanded support in 2020, not only to Bee Farming but to programs promoting swamp rice farming and an environmentally sound program of women's farming to eliminate Slash and Burn. Following more successful results in the test village with this re-generation program, the Foundation expanded support for Rory's Well to a further 5 villages. **Jewoma** was the initial village community IVS **(Inland Valley Swamp)** program supported by the Foundation **.** While covid badly impacted farming and some villages were even forced to eat their seed rice Jewoma is the exception . They had a very good rice harvest. As part of that program, they were given 4 bushels of seed rice in 2021 with tools and support to enable them to clear a community Inland Valley Swamp farm. They harvested 50 bushels of rice from this in early 2022, ate 30 bushels and have 20 left to plant. They are delighted and their grain store is full of rice and groundnuts ready to plant. The women's farm has similarly done well. They were given 6 bushels of groundnuts, with tools and support to clear land for the community women's farm as part of the Foundation's support. They planted these in May 2021 from which they harvested 14 bushels of groundnuts. They ate or sold 10 bushels and were able to replant 4 bushels for a second harvest, which was ready in August 2021, producing 9 bushels. This second planting is only usually possible with 4 August is the 'hungry season' when very little other food is available. The community group indicated they had also done well with okra in the women's farms and sales of this had helped them to be able to pay for support to do their second groundnut planting. It is encouraging to see a positive cycle in this village when so many villages appear to be spiralling downwards due to the Covid crisis. Inga has been planted on an area of the women's farm and is growing well. ## **Ida Davis Family Foundation Report of the Trustees for the year ended 31 March 2022** ## **Village Re-generation programme in 2022** The 5 villages where the Foundation is supporting new women's farms with Inga are: Grima, Golawoma, Waima ,Jakama and Niaguaha. These villages are starting out on the village regeneration programme, creating new community IVS farms with new grain stores and drying floors and new women's farms. The Inga trees will be planted in July. We are optimistic about very strong results. ## **Bee farming:** Bee farming training provides an alternative to honey hunting, protecting wild colonies, reducing the risk of forest fires and increasing the bee populations, pollination and biodiversity. Bee farming improves not only the income of the farmers themselves but also of associated occupations such as carpenters, tailors, blacksmiths and those involved in producing, packaging and marketing honey and wax products. The forest is needed for honey production and gains an ‘economic value’ reducing slash & burn clearance and carbon emissions. PAD SL and the Bee farming Association provide training and experience in business management, keeping accounts, etc. Beekeeping has been introduced to 45 villages across 4 sections of Barri chiefdom. The hives of 79 village beekeepers have been harvested in the three years 2019 - 2021 for which they have been paid 28million leones or around £2,000 at today's exchange rate. Over 1/2 a ton of honey and 40 kg of beeswax was harvested in 2021. There are now plans in place to increase this yield by active monitoring and recording of hives and harvesting when ready to harvest. This data will then provide management with the information needed to take action when needed. ## **BEES ABROAD** The Foundation has developed a strong working relationship with Bees Abroad and has supported projects in several different countries. . We share the same objectives and goals; to develop sustainable resources for impoverished communities to improve their lives and enhance their resiliency. Bees Abroad is a UK registered charity that provides training to men and women in low-income communities to learn about beekeeping, including training to use local resources to make hives, bee suits and bee keeping equipment. Bees Abroad operates in a wide range of African and Asian countries. ## **NEPAL** 5 Originally scheduled to start in 2020, the project in Nepal was delayed by Covid restriction until 2021/22. The project finally started in Feb 2022. It is directed by FNBK (Prakash) with support from James Taylor, Bees Abroad The project area is located in a rural area of Suklagandaki Municipality, ward no 2, Tanahun district. Most residents of the project area are engaged in agriculture and there is a good natural environment for beekeeping, with large forested areas which contain nectar bearing flowering trees Pokhara, the second largest city of Nepal, provides good marketing opportunities, and the project location is only 3 kms from the Kathmandu-Pokhara highway. The Apis Cerana honey price is typically 1000Rs per Kg (approximately US$8 per Kg). Although there is competition from large scale beekeepers elsewhere in the country, Nepal is a net importer of honey, and there is no reason to believe that prices will not continue to offer a viable return on investment. ## **Ida Davis Family Foundation Report of the Trustees for the year ended 31 March 2022** Key criteria for the Nepal program have been established.:- A beekeeping group has been formed, led by women members of the community and registered with the local government. The group will meet regularly (at least quarterly). A target of 25 KG honey will be produced and marketed by each household per year with an annual income of NPR 25,000.00 per household (approx. £160). Records will be kept and will be verified during the impact assessment in 2022. 25 participants (at least 80% women, selected according to above criteria) are trained in basic beekeeping skills during a five-day course, as per the FNBK syllabus. Participants will each have sufficient knowledge and skills to keep two colonies of Apis Cerena bees, process and market honey, as per the FNBK training syllabus. A beekeeping group will be established, registered in the district’s government office, and meet on a regular basis. The Partnership manager is scheduled to visit in October. ## **MALAWI** The approach of Bees Abroad is to work with local in-country Bee/Community organisations on projects that will become sustainable and help alleviate poverty. A Project /Partnership Manager supports with training and education. Outside organisations like the Ida Davis Family Foundation provide financial support to the local organisation for the purchase of hives and safety equipment, and contribute to the staff expenses of the in-country organisation. The Project Manager is a volunteer and is unpaid. The success of the project depends very much on the commitment and diligence of the in-country delivery organisation, particularly in times of stress like the covid pandemic In Malawi the local group was ICAD. Success depends on trust and confidence. Originally, the Foundation approved a grant for a 3-year program in Malawi. The project’s area is the Kongwe Forest in the Dowa District of central Malawi. In the area are 10 women’s groups, one from each of 10 villages, with a total population of 1850 people, who are supported by COWFA (Coalition Of Women Farmers). These women’s groups are working to improve their standards of living through farming, small scale businesses and village savings and loan schemes. 6 This region is well suited to beekeeping with savanna woodland habitat, and a history of beekeeping activities. Through beekeeping and subsequent honey production, the project participants want to be helped to become financially independent. In Year 1 of the 3 year project, three representatives from each group received training in a 3 day course of basic beekeeping passed on to the 10 community groups. Each group was provided with 5 hives, 2 bee suits, gloves, boots and a smoker. In addition to this, two women and one ICAD employee was identified and trained as beekeeping trainers. The village groups received monthly support visits from an ICAD field officer relocated in the Dowa region for easy access to the villages. To be Covid compliant, training was conducted in the open. In the autumn, the women attended a two day course focusing on honey production, extraction, filtering, bottling and selling the honey and wax. The Year 1 cost of £10,151 was shared by the Foundation and Bees Abroad. Although initially encouraging, feedback from ICAD decreased and became inadequate during Year 2 of the project. Covid restrictions made it impossible for the partnership manager to visit the project during year 1 to check the situation and build the trust, confidence and understanding essential for ## **Ida Davis Family Foundation Report of the Trustees for the year ended 31 March 2022** success. Following intervention by the Bees Abroad chair and the Partnership Manager's link trustee, Bees Abroad was not able to get the reassurance required from ICAD and reluctantly decided not to proceed with Phase 3. The Foundation therefore similarly withdrew additional financial support. ## **UGANDA (JIREH)** The Foundation reviewed and approved Grant applications for Bees Abroad projects in Uganda in 2019 but the project was postponed by covid restrictions. Bees Abroad project managers Richard and Jane Riddler were working with the Jireh women’s group Jireh (God will provide) Women is a voluntary, nongovernmental, non-political and multi-sectorial registered organisation run by a committee of women in Kisoro, South Western Uganda. The group is formed of 54 women, the majority of whom had just two hives each, made to the local woven design. The group provides the opportunity for mutual support and knowledge sharing. Its main goals are empowerment, improvement of health, education and living conditions among the underprivileged women and their dependants. Their goal is to alleviate poverty through empowering women to improve their income levels and their contribution to economic development through beekeeping. The group also supports beekeeping at the local secondary boarding school, St Gertrude’s, where they aim to educate students both in beekeeping knowledge and practical skills which they can take back to their own communities on completion of their schooling. This project is unusual for Bees Abroad since the group uses local hives - which are what the women requested. There seemed little point in re-training them to use top bar hives because they are all practised in using local hives. However, the project has provided much needed bee suits, gloves, boots, smokers and honey buckets. Each member will be given eight new hives of the local design over the project duration. Whilst these may have a lower yield than top bar hives, the cost of eight local hives is the same as the cost of one top bar hive. This intervention will greatly increase members’ incomes from beekeeping. The Foundation is supporting the project jointly with Bees Abroad on a 3 year 7 basis. It has been running since July 2019. There is no partner organisation as the participants are existing beekeepers, competently led and organised by one of their members, Christine Ryumugabe. She is making contact with experts in Uganda to extend her beekeeping knowledge and share it with the group. The roll-out of new hives had begun in 2019 with each member receiving two new local hives and necessary beekeeping equipment. During 2020, each member received a further two hives. Unfortunately, due to Covid-19 restrictions, progress with training in the manufacture of value-added products was halted, and it was not possible to put the hives and equipment bought for St Gertrude’s school to use. In 2021, the main activity was the purchase and distribution of beekeeping equipment supported by Bees Abroad and the Foundation. Items purchased were 102 hives,5 beekeeping suits, 5 pairs of gumboots and 5 pairs of gloves in addition to protective wear already supplied. Bee hive colonisation was difficult and the honey harvest was lower compared to 2020, due to rains and pesticides. St Gertrude's school was closed during the lockdown with no beekeeping activities. WWF donated 25 top bar hives to members of Jireh Women's beekeepers. ## **Ida Davis Family Foundation Report of the Trustees for the year ended 31 March 2022** ## **UGANDA -(Mt Rwenzori- Kasese)** Mt. Rwenzori Honey Bee Farmers’ Cooperative Society Ltd ( also called Women's Co-op Beekeeping Group or Woman's Group Cluster by Bees Abroad )was formed by a group of 30 women in 2015 after seeing that women were particularly affected by conflicts . Women and girls tend to be affected more than men and boys in such situations plus they carry the roles feeding the family and caring for children. In 2016 alone, when Rwenzori Royal guards conflicted with Uganda government security forces, there was a lot of bloodshed and this left behind more than 200 widows who are looking after more than 700 orphans. Their Vision: to see an empowered community of women and girls who are actively participating in the socio-economic and political development of their country. Their Mission: To improve the living standards of young female mothers and female adolescents by promoting local innovations which are climate smart aimed at creating income and employment for the female youth who did not go to school or complete their education. The beekeeping equipment and skills of members are currently very poor and limits honey production to 2.6kg / hive/a. The project will introduce the use of KTB hives with a target of 15kg/hive/a. The group is formally registered, has a bank account, keeps good records and there is a smartphone which can be used for the Bees Abroad monitoring app. The area has an equatorial climate with good forage for bees and adequate water. There is a ready market for honey and the co-op has established customers in Kasese The group has 152 members involved in beekeeping and subsistence farming in 9 villages but the project will focus on two Bunyandiko and Kyondo because of 8 their size and proximity to the National Park where forage is particularly good. Beekeeping is a viable option for the group because the group is already structured and operating successfully with beekeeping as its core purpose. The success of individuals as beekeepers is more likely because they already have familiarity with it. The locations of the two communities involved are close to National Parks where forage is particularly good. Participants are subsistence farmers who have land available for apiaries. The potential yield of KTB hives managed by trained and competent beekeepers is the Kasese Region is 15-18kg/hive compared with their current 2.6kg/hive. Beekeeping is more financially rewarding activity for subsistence farmers than many other crop options. The overall goal / objective of the project is to establish the co-op as a sustainable beekeeping enterprise with income used to both pay a dividend and pay for more members to become beekeepers. **T** he project is aligned with the objectives of the three-year in-country plan and appears to be very sustainable. The financial structure of the co-op whereby 70% of income after costs is reinvested in beekeeping provides a degree of sustainability. The fact that this is an existing group formed with the purpose of beekeeping which has survived for 5 years is an indicator of sustainability. ## **Ida Davis Family Foundation Report of the Trustees for the year ended 31 March 2022** The degree of commitment demonstrated by the management team is another indicator of success and sustainability. The Project Managers are Jane and Richard Riddler of Bees Abroad . Bees Abroad delivered a series of practical workshops to all the projects in the Kasese Region during January and February 2022 on making value added products. Janet and a couple of others from the Project were invited to the first workshop on the basis that they would provide critical feedback which would inform the rest of the workshops. Bees Abroad are now working with LIDEFO to introduce a micro-loan scheme which, rather than money, would provide the containers and ingredients to enable women or groups of women to make batches of products, sell them, repay the ‘loan’ and retain the profit. The Women’s Co-op project led by Janet in Uganda which is funded by the Foundation is just coming to the end of its first year. They have been meticulous about reporting progress with hive colonisation and we remain impressed with Janet. She has been asked to work with Becca ( a Bees Abroad volunteer) on perfecting the value added workshop before it is delivered to others. Earlier this year the Co-op was given 100 more hives by the Uganda Wildlife Authority which was a surprise. It has caused a problem because they were put close to Bees Abroad hives making the density of hives too high. An area can only support so many colonies of bees before yield drops. The issue has been explained to Janet and she is looking for more land to enable the hives to be spread out. ## **CHIVA -SOUTH AFRICA** **T** he Foundation provided support to the Chiva Africa project in the uMzinyathi district of Kwa Zulu. Umzinyathi is one of the poorest districts in South Africa. It is an area which has suffered greatly with HIV/AIDS which is a leading cause of death. Chiva Africa is a UK registered charity which in turn provides support to 9 CHIVA (a registered NPO in South Africa) The CHIVA Sinkulwaze project was to strengthen health services in 20 clinics across the Umzinyathi district. Specifically, the goal is to improve the skills of health workers and strengthen health services within the community The project has been challenging due to the Covid pandemic. Following a difficult year in 2019/20 when the district experienced considerable community unrest and a key Land Rover used in clinics was stolen and critically damaged. Difficulties continue to be experienced in recruiting nurses due to district violence. A number of clinic staff died from covid. As a result of the second wave of covid, it was negotiated with the district to put the Chiva program on hold. Results have been disappointing. The Foundation has decided to pause on further grants and review later. ## **KHANYISA-SOUTH AFRICA** The Khanyisa Trust is a South African registered charity (NPO – Non-Profit Organisation) that is based in Edenvale, a suburb of Johannesburg. It is an organisation established originally by local Christian churches (Presbyterian, Anglican, Baptist, Methodist and Roman Catholic) as a means to collaborate and focus their efforts. The Trust is run largely by volunteers and entirely reliant on and funded by donations. While established by Christian churches, and while pastoral care and counselling is offered, religious participation is not a prerequisite for assistance . On a normal basis, the charity provides around 100 meals per day to the homeless and very poor (mainly men and 95% black), runs a job placement centre, a sewing school and more recently has been involved with the training of entrepreneurs in a skills development and upliftment programme. All these programs had to be paused as a result of covid. In this period, the Foundation supported an emergency feeding program and refurbishment of the hall. ## **Ida Davis Family Foundation Report of the Trustees for the year ended 31 March 2022** The mandate and constitution of the Foundation are for sustainable projects which contribute to long term solutions. We generally do not contribute to emergencies, illness, consumption or projects that have no defined end and results cannot be measured. Because of personal relationships with Khanyisa, the trustees have in the past made an exception and supported projects where the immediate need is consumption. However, after discussion, the trustees did not feel able to support "forever "projects where the need continues to be consumption . With the objective was to concentrate our resources where training and sustainability are possible, the Foundation agreed to support the Newbridge Academy project of early education, on the basis of the initial start up costs the Foundation provided a grant of £6,500 for the annual salaries of one teacher and one assistant. We are optimistic that the project will be self sustaining in the longer term. The academy set up programs for children 3-24 months, 2-3 years, 3-4 tears and 4-5 years, producing world class schooling at an affordable cost to the South African growing middle class. First year financial results show a significant deficit. However, the Academy is confident of long term sustainability. We will follow up with Khanyisa to see if this goal has been achieved. ## **ENVIRONMENTAL ACTIVITIES** ## **SALVATION ARMY—RARE BREEDS (Essex** ) The Foundation approved funding of a conservation grazing and re-wilding 10 project at the Salvation Army Hadleigh Farm Estate comprising of approximately 25 acres of land with a varied topography and habitat. The aim is to use native breeds to conservation graze areas of land to enhance biodiversity of habitat and wildlife whilst producing a sustainable end product for the food chain. The use of sustainable farming practices will reduce the need to mechanically farm the land subsequently reducing the carbon footprint of the site. The increased biodiversity of the flora will also improve the quality and carbon sequestration ability of the soil whilst improving water retention and reducing erosion and flooding. The long-term aim for the Estate is to be carbon neutral or negative. The project the Salvation Army estate to create secure livestock fencing with wildlife access routes surrounded by hedgerow habitat. All areas will also be equipped with all the relevant facilities for animal husbandry including handling facilities, housing with added benefits for wildlife, water supply, food troughs and supplementary minerals. There will also be divided paddocks to allow rotational grazing, ease of livestock transit and a traffic light grazing system to reduce parasite burdens. The whole project fits both the Rare Breeds Centre and the Estate’s mission objective of environmental stewardship and improvement of the site with the added benefit of engaging with and educate the community The Foundation approved a grant of GBP 100.000 for the initial work. Additional funds will be granted for rare breed housing once the initial part of the project had been completed and evaluated. ## **RSPB --CANVEY WICK SSSI (ESSEX)** The Foundation agreed to support RSPB financially on a 3 year basis, focussing on growing Community Involvement in the invertebrates program on Canvey island Essex. Canvey Wick nature reserve was designated as a Site of Special Scientific Interest (SSSI) in February 2005 and was the first brownfield site in the UK to be protected specifically for its invertebrates. Described as a “brownfield rainforest” by Natural England, the land has as many species of ## **Ida Davis Family Foundation Report of the Trustees for the year ended 31 March 2022** important and rare invertebrates per square metre as there are in the rainforest. The site is owned by the Land Trust and the RSPB currently acts as managing agents for 19 hectares, with specialist advice from Buglife. In 2022, the RSPB hopes to take on the remaining 80 hectares to ensure the best conditions for the wildlife, most notably the c1300 species of invertebrate, including the Canvey Island ground beetle, five banded weevil wasp, brown banded carder bee and scarce emerald damselfly. The Land Trust has committed nearly £300k towards this significant proposed restoration extension of Canvey Wick, including £135k towards the capital works required over the next three years. In addition to the operational cost, the RSPB would like to maximise the opportunity this habitat restoration work represents. Expert invertebrate monitoring will be commissioned in conjunction with Buglife over the three years and by a Community Engagement Officer will be hired to hold events and consult closely with local people on how the site should be managed following completion of this exciting habitat restoration. ## **FAUNA & FLORA INTERNATIONAL (FFI) MOZAMBIQUE** The Foundation examined with FFI support for the project to take on 11 management of conservation activities and development of eco-tourism in the Chuilexi ,Mozambique R5 Conservancy area of the Niassa National Reserve. The objective was to invest in the foundations needed for long term protection, establishing an effective conservation infrastructure for effective management of this critical wildlife area. When close to finalising participation with FFI, major terrorist/ social unrest activities commenced in this Cabo Delgado region, causing major international corporations to exit this Area. This social unrest appears to be continuing. The Foundation therefore decided that risks for success were excessive and moved away from the project. We agreed to continue to monitor developments in Mozambique and made a GBP 5000 donation to support ongoing activities there. ## **MAURITIUS WILDLIFE TRUST- MAURITIUS** The Mauritius Wildlife Trust is renowned internationally for its nature and environmental successes. In particular, the restoration of the Kestrel and the Pink Parrot from near extinction. The Foundation and the Trust have discussed the purchase of land to establish an endemic forest. The Foundation agreed to support this purchase and a Foundation Trustee has examined with the Trust a number of properties that might be acquired. Unfortunately, it has been difficult in spite of several attempts to purchase suitable forest. Socially, it appears land ownership is very important in Mauritius . Furthermore, the greater part of lands in Mauritius are owned by the government or ex sugar companies who seem to prefer leasing rather than selling. The Foundation will continue to work with the Trust to determine what may be suitable and available. Culturally, Mauritius as a nation, is very positive on developing environmental activities and bringing the island back to endemic roots These match the Foundation's own goals. ## **ESSEX WILDLIFE TRUST** The Foundation continues to monitor with the Trust the results of the bee banks project on Two Tree Island. This project to help restore the endangered Carder bee also ties in well with the RRSP/Buglife project supported by the Foundation on Canvey Wick. Essex Wildlife Trust will evaluate results of the bee banks in 2022 and determine next steps. The Foundation also hopes to hear back on developments in Lower Raypits, **Ida Davis Family Foundation Report of the Trustees for the year ended 31 March 2022** ## **MEETING FACILITIES** The Trustees are very grateful for the use of meeting facilities and office support, which is provided, at no cost, by the **Camelia Hotel** in Thorpe Bay Essex. The financial statements do not provide for this benefit. ## **VOLUNTEERS** The Trustees are very grateful for the administrative and secretarial support provided by **Jenny Hall** . The financial statements do not provide for this benefit. The Trustees are very grateful for the administrative and secretarial support provided by **Lisa Reddish** . The financial statements do not provide for this benefit. The Trustees also are grateful for the Research support conducted by **Samantha** 12 The Foundation would also like to thank **Gopal Gaire** for his local, independent oversight in the Nepal bee keeping project, assisting James Taylor. The financial statements do not provide for this benefit. ## **FUNDRAISING** Section 162a of the Charities Act 2011 requires charities to make a statement regarding fundraising activities. The legislation defines fundraising as "soliciting or otherwise procuring money or other property for charitable purposes. The Ida Davis Family Foundation does not undertake any fundraising activities. In relation to the above the Trustees confirm that no fundraising approach has been taken by the charity, or by anyone acting on its behalf, that no fundraising standards or scheme for fundraising regulation have been subscribed to by the charity, or by anyone acting on its behalf, that no complaints in relation to fundraising activities have been received and that any solicitations are managed internally, without involvement of commercial participators, professional fundraisers or third parties. ## **TRUSTEE RESPONSIBILITIES** The Trustees are responsible for preparing the Trustees Report and the financial statements in accordance with applicable law and regulations. Charity law requires the Trustees to prepare financial statements for each financial year in accordance with United Kingdom General Accepted Accounting Practice (United Kingdom Accounting Standards and applicable law). Under charity law the Trustees must not approve the financial statements unless they are satisfied that they give a true and fair view of the state of affairs of the charity and of the incoming resources and application of resources, including the income and expenditure, of the charity for that period. In preparing these financial statements, the Trustees are required to: ~ select suitable accounting policies and then apply them consistently; ~ make judgements and accounting estimates that are reasonable and prudent; ~ state whether applicable UK Accounting Standards have been followed, subject to any material departures disclosed and explained in the financial statements; and, ~ prepare the financial statements on the going concern basis unless it is inappropriate to presume that the charity will continue in business. The Trustees are responsible for keeping adequate accounting records that are sufficient to show and explain the charity's transactions and disclose with reasonable accuracy at any time the financial position of the charity and enable them to ensure that the financial statements comply with the Charities Act 2011. They are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities. 13 **REGISTERED CHARITY NUMBER: 1175286** ## **REPORT OF THE TRUSTEES AND** **UNAUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2022** **FOR** ## **IDA DAVIS FAMILY FOUNDATION** Segrave & Partners LLP Chartered Accountants Turnpike House 1208/1210 London Road Leigh on Sea Essex SS9 2UA **IDA DAVIS FAMILY FOUNDATION** ## **CONTENTS OF THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2022** |||**Page**|| |---|---|---|---| |**Report of the Trustees**||1|| |**Independent Examiner's Report**||2|| |**Statement of Financial Activities**||3|| |**Balance Sheet**||4|| |**Notes to the Financial Statements**|5|to|6| |**Detailed Statement of Financial Activities**||7|| **IDA DAVIS FAMILY FOUNDATION** ## **REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2022** The trustees present their report with the financial statements of the charity for the year ended 31 March 2022. The trustees have adopted the provisions of Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019). ## **OBJECTIVES AND ACTIVITIES** ## **Objectives and aims** The objectives of the CIO are:- (1) To alleviate poverty. (2) To advance education. (3) To relieve sickness and to promote health. (4) To preserve and protect the natural environment. (5) To advance, promote or carry out such other charitable purposes as the charity trustees in their absolute discretion from time to time think fit. ## **STRUCTURE, GOVERNANCE AND MANAGEMENT** ## **Governing document** The charity is controlled by its governing document, a deed of trust and constitutes an unincorporated charity. ## **REFERENCE AND ADMINISTRATIVE DETAILS Registered Charity number** 1175286 ## **Principal address** 178 Eastern Esplanade Thorpe Bay Southend on Sea Essex SS1 3AA ## **Trustees** A Cammidge K Davis R M Cammidge ## **Independent Examiner** Segrave & Partners LLP Chartered Accountants Turnpike House 1208/1210 London Road Leigh on Sea Essex SS9 2UA Approved by order of the board of trustees on 2 August 2022 and signed on its behalf by: R M Cammidge - Trustee Page 1 ## **INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF IDA DAVIS FAMILY FOUNDATION** ## **Independent examiner's report to the trustees of IDA Davis Family Foundation** I report to the charity trustees on my examination of the accounts of IDA Davis Family Foundation (the Trust) for the year ended 31 March 2022. ## **Responsibilities and basis of report** As the charity trustees of the Trust you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 ('the Act'). I report in respect of my examination of the Trust's accounts carried out under section 145 of the Act and in carrying out my examination I have followed all applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. ## **Independent examiner's statement** I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect: 1. accounting records were not kept in respect of the Trust as required by section 130 of the Act; or 2. the accounts do not accord with those records; or 3. the accounts do not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a true and fair 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 examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached. Alan David Pateman FCA FCCA Segrave & Partners LLP Chartered Accountants Turnpike House 1208/1210 London Road Leigh on Sea Essex SS9 2UA 2 August 2022 Page 2 **IDA DAVIS FAMILY FOUNDATION** ## **STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 MARCH 2022** |Notes
**INCOME AND ENDOWMENTS FROM**
Investment income
2
**EXPENDITURE ON**
**Charitable activities**
Bees Abroad
The Khanyisa Trust
Rory's Well
Salvation Army
RSPB
Fauna & Flora International
Other
**Total**
Net gains on investments
**NET INCOME**
**RECONCILIATION OF FUNDS**
**Total funds brought forward**
**TOTAL FUNDS CARRIED FORWARD**|Unrestricte
fund
£
313
5,430
6,500
10,000
100,000
33,251
5,000
5,468
165,649
418,012
252,676
8,396,747
8,649,423| |---|---| The notes form part of these financial statements Page 3 **IDA DAVIS FAMILY FOUNDATION** ## **BALANCE SHEET 31 MARCH 2022** |Notes
**CURRENT ASSETS**
Investments
4
Cash at bank
**CREDITORS**
Amounts falling due within one year
5
**NET CURRENT ASSETS**
**TOTAL ASSETS LESS CURRENT**
**LIABILITIES**
**NET ASSETS**
**FUNDS**
6
Unrestricted funds
**TOTAL FUNDS**|Unrestricte
fund
£
6,018,109
2,632,814
8,650,923
(1,500)
8,649,423
8,649,423
8,649,423
8,649,423
8,649,423| |---|---| The financial statements were approved by the Board of Trustees and authorised for issue on 2 August 2022 and were signed on its behalf by: A Cammidge - Trustee R M Cammidge - Trustee K Davis - Trustee The notes form part of these financial statements Page 4 **IDA DAVIS FAMILY FOUNDATION** ## **NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2022** ## **1. ACCOUNTING POLICIES** ## **Basis of preparing the financial statements** The financial statements of the charity, which is a public benefit entity under FRS 102, have been prepared in accordance with the Charities SORP (FRS 102) 'Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019)', Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland' and the Charities Act 2011. The financial statements have been prepared under the historical cost convention. ## **Income** All income is recognised in the Statement of Financial Activities once the charity has entitlement to the funds, it is probable that the income will be received and the amount can be measured reliably. ## **Expenditure** Liabilities are recognised as expenditure as soon as there is a legal or constructive obligation committing the charity to that expenditure, it is probable that a transfer of economic benefits will be required in settlement and the amount of the obligation can be measured reliably. Expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all cost related to the category. Where costs cannot be directly attributed to particular headings they have been allocated to activities on a basis consistent with the use of resources. Grants offered subject to conditions which have not been met at the year end date are noted as a commitment but not accrued as expenditure. ## **Taxation** The charity is exempt from tax on its charitable activities. ## **Fund accounting** Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the trustees. Restricted funds can only be used for particular restricted purposes within the objects of the charity. Restrictions arise when specified by the donor or when funds are raised for particular restricted purposes. Further explanation of the nature and purpose of each fund is included in the notes to the financial statements. ## **2. INVESTMENT INCOME** £ Deposit account interest 313 ## **3. TRUSTEES' REMUNERATION AND BENEFITS** There were no trustees' remuneration or other benefits for the year ended 31 March 2022. ## **Trustees' expenses** £ Trustees' expenses 3,724 Page 5 continued... **IDA DAVIS FAMILY FOUNDATION** ## **NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2022** ## **4. CURRENT ASSET INVESTMENTS** Investment portfolio £ 6,018,109 The funds are held in a Charity Multi-Asset Fund managed by Cazenove Capital. ## **5. CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR** Other creditors £ 1,500 ## **6. MOVEMENT IN FUNDS** |**Unrestricted funds**
General fund
**TOTAL FUNDS**
Net movement in funds, included in the above are as
**Unrestricted funds**
General fund
**TOTAL FUNDS**|follows:
Incoming
resources
£
313
313|At 1.4.21
£
8,396,747
8,396,747
Resources
expended
£
(165,649)
(165,649)||Net
movement
in funds
£
252,676
252,676
Gains and
losses
£
418,012
418,012|At
31.3.22
£
8,649,423|At
31.3.22
£
8,649,423| |---|---|---|---|---|---|---| ||||||8,649,423|| ||||||Movement
in funds
£
252,676
252,676|| |||||||252,676| ## **7. RELATED PARTY DISCLOSURES** There were no related party transactions for the year ended 31 March 2022. Page 6 **IDA DAVIS FAMILY FOUNDATION** ## **DETAILED STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 MARCH 2022** £ |**INCOME AND ENDOWMENTS**
**Investment income**
Deposit account interest
**Total incoming resources**
**EXPENDITURE**
**Charitable activities**
Grants to institutions
**Support costs**
**Management**
Trustees' expenses
**Finance**
Bank charges
**Information technology**
Website costs
**Governance costs**
Accountancy and legal fees
Total resources expended
**Net expenditure before gains and losses**
**Realised recognised gains and losses**
Realised gains/(losses) on investment portfolio
**Net income**|313
313
160,181
3,724
124
120
1,500
165,649
(165,336)
418,012
252,676| |---|---| This page does not form part of the statutory financial statements Page 7