## **Trustees' Annual Report for the period** Period start date Period end date Day Month Year Day Month Year **From** 1 April 2020 **To** 31 March 2021 ## Section A Reference and administration details Friends of Kolkata Bhalobashi Foundation (KBF) **Charity name Other names charity is known by Registered charity number (if any)** 1176527 Friends of KBF **Charity's principal address** 2 Stamford Road Carrington Manchester **Postcode M31 4BA** ## **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 (ifany)**| |---|---|---|---|---| ||Catherine Meredith|Chairperson||| ||Monika Wiselka|Secretary||| ||Anke Raabe|Treasurer||| ||Elizabeth Peppiatt|Trustee||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| **Names of the trustees for the charity, if any, (for example, any custodian trustees)** **Name Dates acted if not for whole year** **TAR** March **2012** 1 ## **Names and addresses of advisers (Optional information)** **Type of adviser 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 Trust deed - (eg. trust deed, constitution) How the charity is constituted Trust - (eg. trust, association, company) Appointed by existing trustees by majority vote Trustee selection methods - (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; - trustees’ consideration of major risks and the system and procedures to manage them. 1. “Friends of KBF” exists to support the work of “Kolkata Bhalobashi Foundation”(KBF), a charitable organisation based in Kolkata, India which runs an educational project for children from the slum area, a hospice/home for people who have been left to die with no one to care for them; and children’s clubs in a variety of locations. “Friends of KBF” achieves this by raising funds, providing resources and visiting/being in contact with KBF on a regular basis in order to support its leaders and assist in decision making. 2. “Friends of KBF” is managed by 4 trustees as named in section A, plus 1 associate who meet at regular trustee meetings. Named trustees have the final vote on decisions, but all contribute to the discussions, perform administrative and fundraising tasks, and have contact with the leaders of KBF in India. 3. Issues considered to present risk to the running of “Friends of KBF” or “KBF” in India are discussed between the two parties as soon as possible by telephone/Skype as detailed in the “Joint working agreement”, in order for a decision to be made. A special meeting may be called as detailed in the Trust Deed if required. 4. In terms of policies/procedures, a signed joint working agreement is in place between the trustees of “Friends of KBF” and the leaders of “KBF” in India. A safeguarding policy and visiting policy are also in operation. **TAR** March **2012** 2 ## **Section C Objectives and activities** The objects of the charity are, for the benefit of people living in Kolkata and West Bengal, India: **Summary of the objects of the charity set out in its governing document** 1. The advancement of education of children who, due to disability and/or poverty are otherwise unable to access education, in particular but not exclusively by assisting in the provision of schooling including the provision of educational materials and school meals. 2. The prevention or relief of poverty, in particular but not exclusively by providing grants, items and services to individuals in need and/or charities, or other organisations working to prevent or relieve poverty. 3. The advancement of health, the relief of sickness and/or the saving of lives by supporting individuals who, due to poverty, homelessness or other factors are unable to access healthcare by assisting in the provision of medical aid, access to a care home or hospice and medical care or facilities and services not normally provided by the statutory authorities. The above objects to be furthered by providing grants and support to Kolkata Bhalobashi Foundation (KBF) in India. **The trustees of Friends of KBF have read the Charity Commission’s public benefit guidance and have regard to this when making decisions about activities to be carried out. These must be of benefit to the people served by Kolkata Bhalobashi Foundation in India and must seek to manage any risks to their welfare as far as possible.** To this end, Friends of KBF supports and raises funds for the three main projects run by Kolkata Bhalobashi Foundation in India: - A school project for children from the slum and surrounding poor area whose families would otherwise be unable to afford for them to be educated. The project provides education for these children and then supports them to attend local government schools. Funding is provided for uniforms, books and admission costs, and these children continue to attend the project for support with their - **Summary of the main** studies. They also receive food and clean drinking water daily at - **activities undertaken for the** the project. - **public benefit in relation to** In addition, the school project runs a class for children with - **these objects (include within** disabilities and special educational needs living in the area. They - **this section the statutory** receive some basic education, stimulation and physiotherapy - **declaration that trustees have** input whilst in attendance. - **had regard to the guidance** • Children’s clubs run in three locations in Kolkata which seek to - **issued by the Charity** provide an opportunity for children from very poor backgrounds to - **Commission on public** play, socialise and learn away from the challenges and - **benefit)** responsibilities of their everyday life. - • A hospice project which provides shelter, food and basic healthcare for people who have been left to die with no one to care for them. Patients are cared for by a nurse and have weekly input from a doctor and physiotherapist. With basic care, some will recover and will then be able to move on from the project. Others choose to remain and continue to be cared for at the project. Those who do not recover will be allowed to die with dignity in a safe environment. A safeguarding and a visitors’ policy are in place to ensure protection of the wellbeing of children and patients served by the projects. **Additional details of objectives and activities (Optional information)** **TAR** March **2012** 3 1. Friends of Kolkata Bhalobashi Foundation sends money to Kolkata Bhalobashi Foundation to support the work of its projects as outlined above, on a monthly basis. The amount of money to be sent is agreed in advance between the two organisations in accordance with the “Joint working agreement”. Restricted donations must be used only for the purpose for which they have been donated. The accounts of both organisations are independently audited on an annual basis in order to ensure funds are properly used. 2. All trustees and associates of Friends of KBF are volunteers and are not paid for their time. Other volunteers may also contribute to the work by carrying out fundraising activities/events or by visiting the projects in India in order to assist with activities for the people served by the projects. You **may choose** to include 3. All visitors to the projects are supervised at all times by the leaders and staff of Kolkata Bhalobashi Foundation, and are further statements, where relevant, about: vetted beforehand by the trustees of Friends of KBF. - policy on grantmaking; - policy programme related investment; - contribution made by volunteers. ## Section D Achievements and performance The financial year running from April 2020 to March 2021 has been **Summary of the main** hugely affected by the COVID pandemic and resulting lockdowns in **achievements of the charity** India. Below is a summary of the work of KBF in India during this time **during the year** which is fully funded by Friends of KBF in the UK. School project From March to May 2021, the KBF school project was unable to open due to lockdown restrictions. At this time, government schools provided online teaching. However, families of children attending KBF did not have the technological means to access this. Therefore, in June 2020, KBF school reopened with reduced numbers, staggered lessons and PPE in place in order to provide the government school curriculum to those children who were enrolled at local government schools. However, the class for children with disabilities was unable to resume due to safety considerations. As lockdown restrictions eased further and government schools reopened, the KBF school project was briefly able to resume normal **TAR** March **2012** 4 Section D Achievements and erformance p activities including the class for children with disabilities, English classes and after school craft sessions which included sewing lessons with a craft teacher. Lockdown restrictions have come into force in varying measures throughout the year following on from this. School activities have been provided as restrictions have allowed, often in a reduced form. Overall, education has been provided for up to 60 children during this financial year. This has included 25 children enrolled in government schools. 2 children were new admissions to government schools in January 2021. ## Hospice project Up to 28 patients continued to receive medical and personal care, shelter and nutrition within the hospice project. Throughout the pandemic, the hospice has remained COVID free. Children’s clubs One of the children’s clubs has been unable to run owing to safety considerations due to numbers involved in a small indoor space. 2 other clubs have taken place in other locations as restrictions have allowed. In addition, during the pandemic, KBF has provided the following: • Continued full salaries paid to all staff to support their families throughout the pandemic. • Multiple distributions of food parcels (including kerosine to enable cooking) to 60 children (and their families) attending the KBF school project to support them during lockdowns. • 3 distributions of food to rickshaw pullers in the local area. • Regular food distributions of both cooked meals and dry food, as well as soap in the red light area and to a group of homeless children who live near to this area. Food has been distributed to up to 800 people at a time. • In response to damage caused by Cyclone Amphan, 200 tarpaulins provided to all families in the slum area as well as 4 houses of children attending KBF school project repaired. Friends of KBF raised money through appeals for provision of food during lockdowns and for house repairs following the cyclone. A grant was again received to continue to provide a physiotherapist and nutritional food for the school children. Friends of KBF held an online event for supporters in July 2020 and has continued to update supporters via email. ## **Section E Financial review** We aim to keep 3 months’ worth of supporting money in reserve at all **Brief statement of the** times to ensure that the work of Kolkata Bhalobashi Foundation in India **charity’s policy on reserves** may be maintained. **Details of any funds materially** Not applicable **in deficit** **TAR** March **2012** 5 ## **Further financial review details (Optional information)** 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. “Friends of KBF” raises funds via: - a small scale child sponsorship programme, which raises monthly donations from regular sponsors, specifically for the running of the school project. - a small scale hospice sponsorship programme, which raises monthly donations from regular sponsors, specifically for the running of the hospice/care home. - Ad hoc donations from supporters which may/may not be specified as restricted to a particular area of the work. - Fundraising activities such as sponsored events and coffee afternoons. - Applying for grants for specific purposes such as to fund a physiotherapist to work in the hospice/care home and with the children with disabilities. - Any restricted donations or grants must be spent only on the purpose for which that money has been donated. This is confirmed with the leaders of KBF in India via ongoing reporting on expenditure. As detailed in Section C, an agreed amount of funding is sent to Kolkata Bhalobashi Foundation in India on a monthly basis in order to support the work of the projects. ## **Section F Other optional information** ## **Section G Declaration** **The trustees declare that they have approved the trustees’ report above.** **Signed on behalf of the charity’s trustees** ## **Signature(s)** **Full name(s)** Catherine Meredith **Position (eg Secretary, Chair,** Chairperson **etc)** Anke Raabe Treasurer **Date** 08/09/2021 **TAR** March **2012** 6 CHARITY COMMISSION FOR ENGLAND AND WALES Frfiwmts ol Kdkat3 8hali**5hl Foundaii¢)n 1176527 Receipts and payments accounts CC16a For th? perlod 01*W20 To 31103121 Section A Receipts and payments Unrestricted lund• Restricted End0￿ent fund• Tolal lunds Lasi y••r A1 R•c•lpts D￿*10 Gift Ad Fu￿raL￿r￿a E*nts Giants Othw A￿[4$ 9.316 3V12 Sub total(Gmss Income forAR) A2 As8et and Inv¢stm?nt •aS•8. tsblel. 31JlS 11124 Sub tota Tolal rncelpts 31J8S 11124 A3 Paym•nts Costs ol Chan￿￿*th￿be5 B8nk and T￿n$[Br Charges FUrvJrai￿ry Costs 051 •J.741 Sub tota A4 Assèt and Inve8tm•nt purcha808, Is8• tsblel Sub tota Totalpaym•nts Net of ro¢81pts/(pa￿tsJ AS Transf¢r4 befv•pen lunds A6 Cash lunds I￿t year •nd Cash fiinds this year on 1705 Section B Statement of assets and liabilities at the end of the period Unrestricted fund Restrict fvnds to nearn￿ E Endowment funds Categories tletsils to nBifRSt £ 81 C•$h fund• 11.1 Totsl cash funds 11.129 $11 Unr¢¥tricted Restrlcted funds Endowment funds DetsiL8 to tot***h Cuffqnt valug Oetsils 08tlotdlon•ll B3 Investment a88•ts Fund to whkh rrent valu• loptionall D•tails B4 Assots retsin•d forth• Charity's own u8• FWKI to¥Jh*h Amourf thje Wh•fv du* (Opbo￿lI Detat B5 Llabllltl•8 S￿￿J ty or* tnjstees beham of 811 Intytees Signalure Print Name Date of approval CHARITY COMMISSION FOR ENGLAND tho WALES Independent examinerfs report on the accounts Section A Independent Examiner's Report Report to the trustee91 memb•rs of OL On accounts for the year ended Charrty no (rf a￿) 31 03 2ozJ 117 6<27 Set out on pag•8 I repyt to the trustees on my examirolion of the accounts of the above ch￿lty 1.the Trnst) fof the yeaf endejj 34, fr5. 10£,1 Responslbllitie8 aTrd bas18 of report As the chanW$ trust&s. you are resFor6ible for the preparation of the nts in aCcorda[￿e the r￿UIrements of the Charitses Act 2011 ('tFE Acri I reFQrt in resr*d of my e>2mination of the Trusys xcounts caryied out uTrJer sectK)n 145 of the 2011 Act ar*J in carrying out my examinatr¢M, I hwe foll0v￿d all the aFpluble Directr"￿$ given by the Chanty Commission ur¥Jef secthn 145{51{bl of the Act Independènt ￿he charlty's gross incoW￿ exceed&J £250,000 and l am qualrfied lo examinerfs statement ur¥Jert*e the examination by t￿ng a qualtfied member of linsert name of aFvlicatrAe listed bcKlyll. Delete I l rf nL* 8pplicabk. I harfe complebj my ewninabon. I confirm that no material matters have come to my attenbon in conneth.on wth the examinat*)n481h8￿ -a￿e18￿") gNe$ me cause to telieve that in, any material the at￿ntIr￿ records ￿Ere not keFrt in aC￿r￿a￿e *ith section 130 of the Charrtbes ACL c the accwnts d*J not accord 7hilh the actounting records: or the ￿countS did not c(Jnpty the awlicable requirements (xjrteming the form and content of accounts sel out in the Chanties IA£counts and Repyts) Regulalh)ns 2008 0￿r than any ra]uirement that the accounts give a Irue and faitr VEW is nrrt a matter ¢￿ide￿￿ as part of an indeperKienl examination. I have no concems aThl ha4e Ccffie no other matters in conneckn>n with the examinabon to which attenb.on shoukj be drawn in this report in order to enable a proFer understanding of the ac￿Unts to be reached. ' Please ￿te the woth in the brnckets rfthey do not appty. Signed: zz Name: Relevant professional quallfi¢alion{8) or body IER Oct 2018 Irf any): Addro85: Section B Disclosure Onty Complete rf the eyaminer needs to highlight matergl matters of COn￿M (see CC32, IndeFerKlenl ex￿nInation of charty xcounls." diwtiorts and guidan* ts examiner51. Glve hern bvlef details of any Ilems that the examiner wishes to dlsclo#e. IER Oct 2018