CHARITY COMMISSION
FOR ENGLAND AND WALES
Trustees, Annual Report for the period
From
1 April 2022 To 31 March 2023
Charity name: KL Foundation
Charity registration number: 1184588
Objectives and Activities
SORP reference
Summary of the
purposes of the charity
as set out in its
governing document
Para 1.17
Specifically, to relieve, preserve and
protect the health of patients, in
particular but not exclusively in the
field of endoscopy and surgery, and in
particular by advancing the education
of the public and health care workers
by the provision of lectures and
practical training.
In practical terms:
Improving the opportunities for nurses
and young doctors to attend training.
Supporting professional development
for nurses and young doctors
Summary of the main
activities in relation to
those purposes for the
public benefit, in
particular, the activitie5,
projects or services
identified in the
accounts.
Para 1.17
and
1.19
Our future planned activity is
designed to address:
Greater access to, variety and depth
of training solutions.
Greater take-up of training
opportunities from hard-to-reach
demographicsjregions, and
Greater uptake of training courses
from medical and surgical deaneries.
Statement confirming
whether the trustee5
have had regard to the
Para 1.18
Our Trustees decision-making on
planned future activities has been
shaped and influenced by the Charity
guidance issued by the
Charity Commission on
public benefit
Commission's stance on public
benefit. Specifically, in relation to
public benefit, the Foundation aims to
provide individuals will access to
training opportunities that ordinarily
they may not miss out upon by reason
of funding or demographics.
Additional information (optional)
You ma
choose to include further statements where relevant about:
SORP referen
Policy on grant making
Para 1.38
Policy on social
investment including
program related
investment
Para 1.38
Contribution made by
volunteers
Para 1.38
Other
Achievements and Performance
50RP reference
During this period, the Foundation has
started to collect sponsorship from
sponsors for conducting conference and
annual meeting, predominantly been in
the mode of planning to conduct these
in next year.
Summary of the main
achievements of the
charity. identifying the
difference the charity's
work has made to the
circumstances of its
beneficiaries and any
wider benefits to
society as a whole.
Para 1.20
Additional information (optional)
You ma choose to include further statements where relevant about:
Achievements against
objectives set
Para 1.41
Performance of
fundraising activities
against objectives set
Para 1.41
Investment performance
against objectives
Para 1.41
Other
Fi nancial Review
Review of the charity's
financial position at the
end of the period
Para 1.21
During this reporting period, the
Charity received sponsorship income
£28k which will be spend in next year
for conference and annual tneeting.
There are no expenses incurred for
this year.
Statement explaining
the policy for holding
reserves stating why
they are held
Para 1.22
A simple Reserves policy will be
developed and implemented once
the Foundation commences
trading.
Amount of reserves held
Para 1.22
The charity holds an unrestricted
reserve of £27 637.
Not applicable
Reasons for holding zero
reserves
Para 1.22
Details of fund materially
in deficit
Explanation of any
uncertainties about the
charity continuing as a
going concern
Para 1.24
Not applicable
Para 1.23
The Trustees have no current going-
concern issues under
consideration.
Additional information (optional)
You ma
choose to include further statements where relevant about:
The charity's principal
sources of funds
(including any
fundraising)
Para 1.47
Investment policy and
objectives including any
social investment policy
adopted
Para 1.46
A description of the
principal risks facing the
charity
Para 1.46
Other
Structure, Governance and Management
Description of charity's
trusts:
Type of governing
document
ILI.i)L olo'i,d, royal
charter)
Para 1.25
The Foundation is governed by, and its
priorities outlined in a two.page
Charter developed and agreed by the
Trustees in 2020. The Charter is
reviewed annually to ensure that it
remains fit-for-purpose.
cio
How is the charity
constituted?
Iv.0 Illlili(-ori)01-clted
Isfr)Llcltioii. CIO
Trustee selection
methods including
details of any
constitutional provisions
e.g. election to post or
name of any person or
body entitled to appoint
one or more trustees
Para 1.25
Para 1.25
Future Trustees will be selected and
appointed on merit based on the
Foundation's need as defined and
agreed by the current Trustees. It is
likely that the Trustees will appoint
special advisors to provide
management capacity ahead of
appointing further Trustees. This will
allow individuals to assess a degree of
compatibility and contribution ahead
of new Trustee appointment
considerations.
Additional information (optional)
You ma
choose to include further statements where relevant about:
Policies and procedures
adopted for the induction
and training of trustees
Para 1.51
The charity's
organisational structure
and any wider network
with which the charity
works
Para 1.51
Relationship with any
related parties
Para 1.51
Other
Reference and Admi nistrative details
Charity name
KL Foundation
Other name the charity uses
None
Registered charity number
1184588
Charity's principal address
Consulting Rooms
9 Upper Wimpole Street
London
W1G 6LJ
Names of the charity trustees who manage the charity
Name of person (or body)
entitled to appoint trustee
(If any)
None
Trustee name
Offlce {If any)
Dates acted if not for
whole year
Amyn Haji
Trustee
Since 25 July 2019
Russ Charlesworth
Trustee
Since 25 July 2019
None
10
12
14
16
17
18
19
20
Cor
orate trustees - names of the directors at the date the re
ort was a
roved
Director name
None
Name of trustees holding title to property belonging to the charity
Trustee name
Dates acted If not for
whole year
None
Funds held as custodian trustees on behalf of others
Description of the assets
Not applicable
held in this capacity
Name and objects of the
charity on whose behalf
the asset5 are held and
how thi5 fall within the
Custodian charity's
objects
Not applicable
Details of arrangements
for safe custody and
segregation of such assets
from the charity's own
assets
Not applicable
Additional information (optional)
Names and addresses of advisers (Optional information)
Type of Name
Address
adviser
Name of chief executive or names of senior staff members (Optional
information)
Exemptions from disclosure
Reason for non-disclosure of ke
ersonnel detai15
None applicable
Other o
tional information
Russ Charlesworth Amyn Haji
Trustee Trustee 26/09/2024
## **KL Foundation**
**Income and expenditure account and Balancesheet for the year ended 31 March 2023**
_DJH Chester Limited Chester House Lloyd Drive, Ellesmere Port Cheshire CH65 9HQ_
## **K L Foundation**
## **Activity by Fund Report**
## **For The Year Ended 31 March 2023**
**----- Start of picture text -----**
Unrestricted Restricted
funds 2023 funds 2023 Total 2023
Income from:
Sponsorship income 28,237 28,237
- -
Donations and legacies
Charitable activities -
-
Fundraising activities
Total Income 28,237 - 28,237
Expenditure on:
Charitable activities - - -
- - -
Fundraising activities
Other expenditure 600 - 600
Total expenditure 600 - 600
-
Net (expenditure)/income 27,637 27,637
Reconciliation of funds
- - -
Total funds brought forward
Total funds carried forward 27,637 - 27,637
Unrestricted Restricted
Total 2022
funds 2022 funds 2022
Income from:
- - -
Sponsorship income
- - -
Donations and legacies
Charitable activities
Fundraising activities
Total Income - - -
Expenditure on:
Charitable activities - - -
Fundraising activities
Other expenditure
- - -
Total expenditure
- - -
Net (expenditure)/income
Reconciliation of funds
- - -
Total funds brought forward
Total funds carried forward - - -
**----- End of picture text -----**
## **K L Foundation Activity by Fund Report For The Year Ended 31 March 2023**
|**INCOME**
**Donations and legacies**
Income from delegates
Grants - other
**Charitable activities**
**Other fundraising activities**
**EXPENDITURE**
**Raising funds**
**Charitable activities**
Conference costs
Subcontract costs
Staff welfare
Travelling costs
Accomodation
**Other expenditure**
Repairs, renewals and maintenance
Printing, postage and stationery
Advertising and marketing costs
Accounatncy fees|**£**
**2023**
-
**-**
-
**-**
-
**-**
-
**-**
-
-
-
-
-
**-**
-
-
-
600
**600**|**£**
**2022**
-
-
**-**
-
**-**
-
**-**
-
**-**
-
-
-
-
-
**-**
-
-
-
**-**|
|---|---|---|
## **KL Foundation**
## **Balance sheet As at 31 March 2023**
|**Fixed Asset**
Intangible asset
Tangible Asset
**Current asset**
Debtors
Cash at bank and in hand
**Current Liabilities**
Accruals
Net current assets/(Liabilities)
Reserves|**Unrestricted**
**funds**
-
-
-
28,237.42
28,237.42
600.00
600.00
27,637.42
27,637.42|**Restricted**
**funds**
-
-
-
-
-
-
-
-
-|**Total 2023**
-
-
-
28,237.42
28,237.42
600.00
600.00
27,637.42
27,637.42|**2022**
-
-
-
-
-
-
-
-|
|---|---|---|---|---|