2023-03-31-accounts

Trustees' Annual Report for the period

Period start date Period end date Day Month Year Day Month From 01 04 2022 To 31 03

Day Month Year 31 03 2023

Section A Reference and administration details

Charity name

Triangle Foundation

Other names charity is known by Registered charity number (if any) 1177171

Charity's principal address Trafalgar House 5 Fitzalan Place Cardiff Postcode CF24 0ED

Names of the charity trustees who manage the charity

Dates acted if not for whole Name of person (or body) entitled Trustee name Office (if any) year to appoint trustee (if any) 1 David P Briscombe Trustee and Chair Appointed by Trustees 2 Mr John Ward Trustee 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20

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	Names and addresses of advisers (Optional information) Type of adviser Name Address	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

A Chartitable Incorporated Organisation (Foundation Structure) Type of governing document

• (eg. trust deed, constitution)

How the charity is constituted CIO

• (eg. trust, association, company)

Trustee selection methods Only voting members are its 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;

• 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 relieve the needs and provide and preserve the good mental health and physical health of those suffering from or at risk of developing any form of mental ill health.

TAR

March 2012

2

M ain achievements of the charity during the year

The Foundation has provided Employee Assistance Programmes (EAP) services to small and medium-sized companies and organisations in Wales, including the NHS.

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)

We also provide mental health support to clients, experiencing mental health challenges including assessments training and counselling for clients over 16 years of age who are South Wales residents living in Wales.

Additional details of objectives and activities (Optional information)

The foundation has a comprehensive policy and procedures statements for its volunteers and trustees.

We have not sought any form of grant funding to date.

You may choose to include further statements, where relevant, about:

• policy on grantmaking;

• policy programme related investment;

Because of the nature of the services, we offer there is a shortage of good quality mature counselling and virtual reality student volunteers available.

We hope to address this by providing internal training over many months, in order to achieve this, we may seek grant funding.

• contribution made by volunteers.

TAR

March 2012

3

Section D Achievements and performance

The Foundation has provided Employee Assistance Programmes Summary of the main achievements of the charity (EAP) services to small and medium-sized companies and during the year organisations in Wales, including the NHS. We have provided mental health support to clients, including training and counselling for clients over 16 years of age who are residents and in South Wales. In February 2006 , the U.K.’s National Institute of Health and Clinical Excellence (NICE) recommended that Virtual Reality Therapy be made available for use within the NHS across England and Wales for patients presenting with mild anxiety disorders and moderate depression. These are mental health issues the foundation specialises in treating.

TAR

March 2012

4

Section E Financial review

No Policy

Brief statement of the charity’s policy on reserves

Details of any funds materially in deficit

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;

The charity’s principal source of funds has been produced by providing Employee Assistance Programmes (EAP) for small and medium-sized companies.

Fees received from providing these services to clients has allowed us to purchase Virtual Reality Therapy specialist equipment and purchase subscriptions from bespoke VRT organisations. This is essential for us to provide our service and enables the foundation to provide training to volunteers with experience in mental health that would allow them to work with clients.

• investment policy and objectives including any ethical investment policy adopted.

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) David Peter Briscombe Position (eg Secretary, Chair, etc) Chair Date 11 JANUARY 2024

TAR

March 2012

5

SectionBStatement	of assets andliabilitiesatt	he end of th	e p	eriod
		Unrestricted		Restricted	Endowment
xlsr;r:riec		funds tonearest €		funds tonearestf	funds to nearest €
BlCashfunds	Cash at Bank	25,594
	Total cashfunds	25,594
	(agree balanceswithreciptsandpayments
	amunt(s))
		Unrestricted		Restricted	Endowment
		funds		funds	funds
		tonearest €	-	tonearest e	tonearestf
82 Other monetary assets	Debtors
		Fund towhich		Cost(optional)	Currentvalue
83lnvestment assets
		Fund towhich		Cost(optional)	Currentvalue
84Assetsretainedforthe	OfficeEquipmet			1,088
charity's ownuse
		Fund towhich		Amountdue	When due
85 Liabilities	Trustees lnterestFree Loan	TrustelnterestFree		12,710
Signedbyone or two trustees on behalf ofallthe trustees	Signature	Print	Name
	dDQa-	David P	Briscombe

ESt {HARITY FOtllrCi i'.:'!l	ESt {HARITY FOtllrCi i'.:'!l	;.iii)		Triangle Foundation
				Recei Forthe period from	''...:).::.' 0110412022 and	ents accounts To 31t03t2023			CC16a
				Unrestricted funds	Restricted funds	Endowment funds	Total	funds	Lastyear
				to thenearestE	tothe nearest€	to the nearest€	to the neareste		to the nearest€
A1
Donations				120				120		645
lncome				25,759				25,759	1,587
	tncome
			AR)	25,879				25.879	,	n1,
A2	Asset and investmentsales,
(see table).
	Total receipts			25,879			I	zs,ezg I	2,232
CharitableEleenditure				4,539				4,539	3,182
		Subtotal		4,539				4,539	3,182
A4	Asset and investment
orrrchasas lsaa lahlat
		Subtotal
	Totalpayments			4,539				4,539	3,182
	Netofrecei pts/( payments)			21,340				21,340		950
AS	Transfersbetween	funds
AG	Cashfundslast year end
	Cashfundsthis	year	end	21,340				21,340		9s0

CHARITY COMIAISSION FOR ENGLAND AfiD WALES Independent examiner's report on the accounts Section A IndepeNde Examiner'5 Report Report to the tru$teesl members of Triana& L.J. I gi m(L(th 2023 ion On aC￿uThts for the y￿r ended Charlty no Ilf any) Set ¢xrt on page8 I r8wrt to l ￿ InjSt￿ ￿ rny eXamIr￿t￿jn ￿ the accounts of ab)ve rity llh: Tr￿) fLY the year ended35 63 W23 R•Spo￿lb1lltI9S and As tts cha ity Irust88s crf tho Trust, are responsible for Ihe preparali basls of i•wt of accc'mts with rg4Utrements of tha Charitias Act 2011 1.the ￿ri. I In r3sF8cI of my ex8mInatiC￿ of ts Tntst's accox¢ts carri&J oul under ￿l.an 145 c4 the 2011 Act and in cwryiro out my 6xamwiati(Ni, I have folkM&Y the aFWrat48 Dir￿t￿4￿ ￿Ven ty Charty CommissKJn secl )n 145(5Xb) of tr¢ Act. I have COT O￿ted my examinat￿. I conftrm no material matters have come to m ' attenliw (other than that di5cbs8d belchv ") in conmction witti the examir aticfj wh￿h gyves me cause to tdieve thai in, any malerfal re￿1.. acci Mb'ThJ rec￿￿5 were r>X kept In acc￿dance with 50ction 130 of Ihei£t . CCOL￿ts do Tr)t a¢¢cd with ts a¢¢cwnthw words Ind•p•nd•nt examlnerfs ststsmonl I have no c )ncems atvj have cc¥ne across fKJ other matters in connection wth ex ImtrialK)n lo w￿Ch att￿ 5trwJukl be drawn in rxdar to enable vrxl ffstsndrvJ of the xcojrrts to be reach&J. ' Please dr lele the WLYds in t1￿ t¥ackgts iftly d) nol appty. 23 Relevant prt)tes•lonal quallficatlon($l or body {11 any): ICA£ Addr•88: lJ- Co Ebb IER October 2018