Trustees’ Annual Report for the period
From 1 April 2024 To 31 March 2025
Charity name: KL Foundation
Charity registration number: 1184588
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SORP reference
Summary of the Para 1.17
purposes of the charity Specifically, to relieve, preserve and
as set out in its protect the health of patients, in
governing document 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 Para 1.17
activities in relation to and Our future planned activity is
those purposes for the 1.19 designed to address:
public benefit, in
particular, the activities, · Greater access to, variety and depth
projects or services of training solutions.
identified in the
accounts. · Greater take-up of training
opportunities from hard-to-reach
demographics/regions, and
· Greater uptake of training courses
from medical and surgical deaneries.
Statement confirming Para 1.18 Our Trustees decision-making on
whether the trustees planned future activities has been
have had regard to the shaped and influenced by the Charity
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| 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. |
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You may choose to include further statements where relevant about:
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SORP reference
Policy on grant making Para 1.38
Policy on social Para 1.38
investment including
program related
investment
Contribution made by Para 1.38
volunteers
Other
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SORP reference
During this period, the Foundation has
been collecting sponsorship and
Summary of the main donations to conduct conferences and
achievements of the annual meetings, to further raise funds.
Para 1.20
charity, identifying the
difference the charity’s The foundation has further planned to
work has made to the conduct professional development
circumstances of its sessions for young doctors and nurses to
beneficiaries and any improve their opportunities and in turn
wider benefits to provide health care for the general
society as a whole. public.
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You may choose to include further statements where relevant about:
Achievements against Para 1.41 objectives set Performance of fundraising activities Para 1.41 against objectives set Investment performance Para 1.41 against objectives Other
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Review of the charity’s Para 1.21 During this reporting period, the
financial position at the Charity received sponsorship income
end of the period of £65k and income from delegates
£91k which is expended for our
teams, faculty and annual meetings.
There is bank balance of £12,117 at
the end of the period which will
expend next year.
Statement explaining Para 1.22 A simple Reserves policy will be
the policy for holding developed and implemented once
reserves stating why the Foundation commences
they are held trading.
Amount of reserves held Para 1.22 The charity holds an unrestricted
reserve of £10,917.
Reasons for holding zero Para 1.22 Not applicable
reserves
Details of fund materially Para 1.24 Not applicable
in deficit
Explanation of any Para 1.23 The Trustees have no current going-
uncertainties about the concern issues under
charity continuing as a consideration.
going concern
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You may choose to include further statements where relevant about:
The charity’s principal sources of funds Para 1.47 (including any fundraising) Investment policy and objectives including any Para 1.46 social investment policy adopted A description of the Para 1.46 principal risks facing the charity Other
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Description of charity’s
trusts:
Type of governing Para 1.25 The Foundation is governed by, and its
document priorities are outlined in a two-page
(trust deed, royal Charter developed and agreed by the
charter) Trustees in 2020. The Charter is
reviewed annually to ensure that it
remains fit-for-purpose.
How is the charity Para 1.25 CIO
constituted?
(e.g. unincorporated
association, CIO)
Trustee selection Para 1.25 Future Trustees will be selected and
methods including appointed on merit based on the
details of any Foundation’s need as defined and
constitutional provisions agreed by the current Trustees. It is
e.g. election to post or likely that the Trustees will appoint
name of any person or special advisors to provide
body entitled to appoint management capacity ahead of
one or more trustees appointing further Trustees. This will
allow individuals to assess a degree of
compatibility and contribution ahead
of new Trustee appointment
considerations.
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You may choose to include further statements where relevant about:
Policies and procedures adopted for the induction Para 1.51 and training of trustees The charity’s organisational structure Para 1.51 and any wider network with which the charity works Relationship with any Para 1.51 related parties Other
| Charity name | KL Foundation |
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| Other name the charity uses | None |
| Registered charity number | 1184588 |
| Charity’s principal address | Consulting Rooms 9 Upper Wimpole Street London W1G 6LJ |
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Office (if any)
Amyn Haji Trustee Since 25 July 2019 None
Russ Charlesworth Trustee Since 25 July 2019 None
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Corporate trustees – names of the directors at the date the report was approved
None Name of trustees holding title to property belonging to the charity None
Description of the assets Not applicable held in this capacity Name and objects of the Not applicable charity on whose behalf the assets are held and how this fall within the custodian charity’s objects Details of arrangements Not applicable for safe custody and segregation of such assets from the charity’s own assets
Reason for non-disclosure of key personnel details
Russ Charlesworth Amyn Haji
Trustee Trustee
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KL Foundation
Income and expenditure account and Balancesheet for the year ended 31 March 2025
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 2025
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Unrestricted Restricted
Total 2025
funds 2025 funds 2025
Income from:
Sponsorship income 65,400 65,400
Donations and legacies 91,368 - 91,368
Charitable activities -
Fundraising activities -
Total Income 156,768 - 156,768
Expenditure on:
Charitable activities 170,052 - 170,052
Fundraising activities
Other expenditure 4,889 - 4,889
Total expenditure 174,941 - 174,941
Net (expenditure)/income - 18,173 - - 18,173
Reconciliation of funds
Total funds brought forward 30,127 - 30,127
Total funds carried forward 11,954 - 11,954
Unrestricted Restricted
funds 2024 funds 2024 Total 2024
Income from:
Sponsorship income 150,993 - 150,993
Donations and legacies 13,159 - 13,159
Charitable activities
Fundraising activities
Total Income 164,152 - 164,152
Expenditure on:
Charitable activities 160,053 - 160,053
Fundraising activities - - -
Other expenditure 1,609 - 1,609
Total expenditure 161,662 - 161,662
Net (expenditure)/income 2,490 - 2,490
Reconciliation of funds
Total funds brought forward 27,637 - 27,637
Total funds carried forward 30,127 - 30,127
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K L Foundation
Activity by Fund Report For The Year Ended 31 March 2025
| INCOME Donations and legacies Income from delegates Grants - other Charitable activities Handling fees Room hire income Other income Fundraising 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 Legal and professional fees |
£ 2025 91,368 - 91,368 - - - - - - - - - - 23,769 121,088 - 4,952 20,244 170,052 157 216 1,380 3,136 4,889 |
£ 2024 13,159 - 13,159 - - - - - - - - - - 41,281 81,575 1,195 19,784 16,218 160,053 - 49 360 1,200 1,609 |
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KL Foundation
| Balance sheet As at 31 March 2025 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 - - - 1,037 12,117 13,154 1,200 1,200 11,954 11,954 |
Restricted funds - - - - - - - - - - |
Total 2025 - - - 1,037 12,117 13,154 1,200 1,200 11,954 11,954 |
2024 - - - 1,037 30,890 31,927 1,800 1,800 30,127 30,127 |
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