2023-09-17-accounts

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A NN UAL REPORT

S E P T E M B E R 2 0 2 2 - S E P T E M B E R 2 0 2 3

T H E A N I T A M E N D I R A T T A F O U N D A T I O N , A C H A R I T A B L E I N C O R P O R A T E D O R G A N I S A T I O N R E G I S T E R E D C H A R I T Y N U M B E R 1 1 8 5 3 5 8

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03 CHAIRMAN’S INTRODUCTION

06 OUR IMPACT

09 OUR WORK: YEAR 4

STRATEGIC REPORT

18 FINANCES

LEADERSHIP & GOVERNANCE

T H E A N I T A M E N D I R A T T A F O U N D A T I O N , A C H A R I T A B L E I N C O R P O R A T E D O R G A N I S A T I O N R E G I S T E R E D C H A R I T Y N U M B E R 1 1 8 5 3 5 8

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CHAIRMAN'S NOTE

Dear Supporters, Partners and Friends of the Anita Mendiratta Foundation (AMF),

As another year of impact comes to a close for AMF, I am honoured to share with you our official AMF Annual Report the period of September 2022 to September 2023 – our expression of the impact that AMF has made in the lives of children in need across the globe because of your trust in us.

No doubt you will see that through this period, our fourth official year of operations, we have stayed true to our commitment to our core purpose, strictly observant of our obligations as a UK registered Charity, and responsible to you as a delivery agent of your vision to ensure that no child facing crisis feels alone.

The compass of AMF – our Charitable Objects – remains unchanged:

"Sustaining the advancement of education in developing communities around the world with the aim of remobilisation of communities when they are in recovery stage following crisis events (i.e. natural disaster, terrorism, social unrest).

Countries of emphasis will be those where the tourism sector contributes

significantly to the national economy and identity. This will be done through, inter alia, working in cooperation with on-theground organisations in the community or region affected by a crisis event to rapidly support reactivation of initiatives that directly impact children and their families in particular, but without limitation.”

What has changed is our ability to answer the call of duty when the support of AMF is needed. Because of our now proven systems, structures, and spirit of engagement both internally and externally, AMF has grown stronger, smarter, swifter, and more certain than ever of our area of focus. We fundamentally believe in our reason for being, our way of working, our impact, and the incredible blessing we have in having supporters like you who share our determination to make a world of difference for little ones across the world.

T H E A N I T A M E N D I R A T T A F O U N D A T I O N , A C H A R I T A B L E I N C O R P O R A T E D O R G A N I S A T I O N R E G I S T E R E D C H A R I T Y N U M B E R 1 1 8 5 3 5 8

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CHAIRMAN'S NOTE

For this reason, I as Chairman of AMF share this report with you with great pride and confidence. I am sincerely grateful to every person who makes AMF the source of hope it has become for many of our project leaders and beneficiaries. Especially the little ones whose radiant smiles you will see across the pages of this report. Who are these sweet souls we have had the privilege to support this year? Over the period of this reporting cycle, the wings of AMF spread wider, making it possible to lovingly tuck many more children in need under the comfort AMF has been able to provide. Where in the world have we been operating?

Firstly, INDIA. This has been our second year of support of Apt Social Service Society in Andhra Pradesh, India, a not-for-profit organisation and a registered charity in India. We are delighted to continue our support of this incredible Children’s Home that has been working tirelessly for over a decade to enable over 60 children – all orphans between the critical

developmental ages of 6 to 16 years – to have a safe place to call ‘home’ with caring guardians providing them with safe, ongoing access to quality schooling. AMF has been an important part of ensuring these children have not only the school fees, uniforms and supplies they need for daily learning but also the transport they need to safely travel to school without fear of the streets and the undesired interest and interference of others that sadly occurs.

It is AMF’s commitment to make every day at school a day of promise and positive possibility.

Also this year, JORDAN. Sadly, in Jordan as elsewhere in the world, children with disabilities – physical or mental - face significant difficulties accessing education. As a result of the crisis in Syria, Jordan’s challenge is magnified as not only are Jordanian children held back from learning, so too are Syrian refugee children forced to find safety outside of their home country. With up to one-third of children within this category of challenge, Humanity and Inclusion (HI), a project proudly supported by AMF this year, is able to provide critical social and economic rehabilitation services, especially access to education for all, with emphasis on children with disabilities. It has been a genuine honour working with Hi as, together, we work for the wellbeing of these sweet young ones as they look to living a future built on fair, quality, and loving supported learning.

We at AMF know how important it is that you, our invaluable donors, partners, and champions, see our ongoing demonstration of our honouring our shared vision. I am confident that you will find that this Annual Report honestly and reassuringly reflects the inspiring impact of AMF across the globe, with a clear breakdown of exactly how project choices are made, and funding is allocated.

T H E A N I T A M E N D I R A T T A F O U N D A T I O N , A C H A R I T A B L E I N C O R P O R A T E D O R G A N I S A T I O N R E G I S T E R E D C H A R I T Y N U M B E R 1 1 8 5 3 5 8

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CHAIRMAN'S NOTE

Within AMF, from our carefully selected, exceptionally qualified and compassionate Trustees to our remarkable, rigorous CoLeads of Global Projects, and of course our lovely Foundation advisor and Rotary International relationship manager, we are all determined to ensure that AMF does all that it can – responsibly, swiftly and sustainably – to remove barriers that unfairly prevent children at risk from returning to the path of education. We know that in addition to unlocking a future of hope and possibility for a child, through our work AMF is also able to unlock the ability of a family and community to focus on engaging in meaningful work that offers an opportunity to earn an honest living for the benefit of all. This multiplier effect is where the power of AMF is its most purposeful.

This is especially true in these ever-changing and ever-challenging times in which we all live. Global, regional, and local crises are impacting all of our lives. For those already struggling, these crises magnify their need, which amplifies the call to action to AMF. We hear it and are determined to respond. Words cannot express the immense gratitude that we have for the active, impactgenerating relationship we have with Rotary International who works with us to identify, verify, monitor, and sustain AMF projects. Our ability to link to, and leverage, Rotary International’s global network enables us to work quickly and confidently identification, doing the right things, at the right time, the right way, with the right people, to ensure the right results.

For this, I extend my deepest gratitude. As stated in the past, our partnership with Rotary International is an invaluable testament to AMF’s not only focus, but approach, to service above self.

Today, as we look to the future with everelevating determination, we are so grateful to know that we move forward with you. Our enduring, sincerest thanks to you for your trust, your support, your confidence, and your faith.

Together, we will continue to make a world of impact for little ones around the world. Together we will continue to be a source of hope, love and laughter for those needing to hold their hands as they face their futures.

Because, as we know in our hearts, every starfish matters.

Anita Mendiratta

T H E A N I T A M E N D I R A T T A F O U N D A T I O N , A C H A R I T A B L E I N C O R P O R A T E D O R G A N I S A T I O N R E G I S T E R E D C H A R I T Y N U M B E R 1 1 8 5 3 5 8

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OUR IMPACT

AMF is a registered charity (registered number 1185358). We partner with local organisations in tourism-dependent countries to help rebuild communities following a crisis by getting children at risk back on the path to education. By reactivating community ecosystems through schooling, we ensure families and communities remain safe, strong and hopeful in the face of adversity.

We would like you to support us in our crucial work so please read on and let us tell you more about ourselves, what we do, what we have achieved and how we will go about allocating the funding given to us.

WHAT WE AIM TO DO: OUR OBJECTIVES AND ACTIVITIES

OUR MISSION

By raising new money and careful management of our existing funds, AMF provides a public benefit by making grants to organisations across the globe, our mission is:

“Sustaining the advancement of education in developing communities around the world with the aim of remobilisation of communities when they are in recovery stage following crisis events (i.e., natural disaster, terrorism, social unrest).

Countries of emphasis will be those where the tourism sector contributes significantly to the national economy and identity. This will be done through, inter alia, working in cooperation with on-the ground organisations in the community or region affected by a crisis event to rapidly support reactivation of initiatives that directly impact children and their families in particular, but without limitation.”

T H E A N I T A M E N D I R A T T A F O U N D A T I O N , A C H A R I T A B L E I N C O R P O R A T E D O R G A N I S A T I O N R E G I S T E R E D C H A R I T Y N U M B E R 1 1 8 5 3 5 8

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OUR IMPACT

Our aim for 2023 was to support more project applications, having funded its first project in 2022 the Foundation was actively seeking more education-focused projects across the world to support.

The Anita Mendiratta Foundation was thrilled to award two grants in 2023 seeing immediate positive impact, more information on these projects can be found on page 09 of this annual report. This would not have been possible if it wasn't for your support and your generous donations.

GRANTS PROCESS

Grants are made in accordance with charity law, our constitution, and the desired donation allocation of donors. In choosing projects, we endeavour to reflect the stated needs and aspirations of the communities.

During the operating year 2023 AMF gave grants totalling £22,330.074.

When considering where to focus future attention our Trustees are committed to the Charity Commission’s guidance on public benefit and what this means for AMF in fulfilment of our declared mission.

T H E A N I T A M E N D I R A T T A F O U N D A T I O N , A C H A R I T A B L E I N C O R P O R A T E D O R G A N I S A T I O N R E G I S T E R E D C H A R I T Y N U M B E R 1 1 8 5 3 5 8

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OUR WORK

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We fundamentally believe that getting children back onto the pathway of education is crucial for community recovery after a crisis.

For this reason, AMF continues to apply its focus on the following 4 critical areas of community rebuilding:

OPERATIONAL

STRATEGIC

ACCESS:

Removing barriers to education, helping children find a safe place to learn, play and grow.

PARTNERSHIPS:

Building relationships with trusted and respected on-the-ground organisations to support the rebuild and remobilisation of communities.

TRAINING:

Investing in the local population to support sustainable childcare and educational programmes.

SUSTAINABILITY:

Attracting other funders to ensure sustainability of programme support.

T H E A N I T A M E N D I R A T T A F O U N D A T I O N , A C H A R I T A B L E I N C O R P O R A T E D O R G A N I S A T I O N R E G I S T E R E D C H A R I T Y N U M B E R 1 1 8 5 3 5 8

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PROJECTS

ACCESSIBLE EDUCATION FOR ORPHANS IN ANDHRA PRADESH, INDIA HIGHLIGHTS NEED FOR SAFE SCHOOL TRANSPORT

Society requested financial support for the children’s education fees, their uniforms, books and equipment. In addition to this support, they requested funding to be able to purchase some bunk beds for the children, who had to sleep on the floor in the orphanage, where they were at risk of snakes and rats being able to reach them.

Last year, thanks to our donors, AMF was able to provide APT Social Service Society with a vehicle to ensure safe transportation to school for the children. The vehicle has proven critical in getting the children to/from school on time. Increasing attendance and attainment.

Sleep is crucial to a child’s ability to learn and process what they have been taught during the day. The Trustees of The Anita Mendiratta Foundation agreed that the children being given bunk beds to allow them a decent night’s sleep would be essential to their continued attendance and rising attainment within school.

In this year’s application, APT Social Service

T H E A N I T A M E N D I R A T T A F O U N D A T I O N , A C H A R I T A B L E I N C O R P O R A T E D O R G A N I S A T I O N R E G I S T E R E D C H A R I T Y N U M B E R 1 1 8 5 3 5 8

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PROJECTS

APT SOCIAL SERVICE SOCIETY

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PROJECTS

APT SOCIAL SERVICE SOCIETY

AMF and Apt Social Service Society worked together to purchase bunk beds for the children of the orphanage. AMF also funded the girl’s school fees, uniforms, books, equipment and vehicle running costs. Apt Social Service Society requested a total of INR784,000.00 (GBP£8521.00) to cover all the above costs for the year.

AMF was very pleased to support this project for a second year to ensure the continuation of attendece and attainment in school.

“Thank you for your great and kind heart. Thank you for your encouragement and support. I sincerely thank the Anita Mendiratta Foundation. Thank you for selecting Apt Children’s Home and helping our 35 children. Your grant helped our children a lot and they are happy to go to school with full uniforms and education materials by vehicle.”

Mrs Gathram - Head of Apt Social Service Society

AMF was beyond thrilled to support APT Social Service Society for a second year. This ongoing commitment underscores the foundation's dedication to fostering positive change and impactful initiatives in communities across the globe. Through its renewed partnership, the foundation aims to contribute to the sustainable development and advancement of the project's objectives, enriching the lives of individuals and fostering a brighter future for all.

T H E A N I T A M E N D I R A T T A F O U N D A T I O N , A C H A R I T A B L E I N C O R P O R A T E D O R G A N I S A T I O N R E G I S T E R E D C H A R I T Y N U M B E R 1 1 8 5 3 5 8

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PROJECTS

INCREASING ACCESS TO INCLUSIVE EDUCATION FOR OUT-OF-SCHOOL CHILDREN WITH DISABILITIES IN JORDAN, WITH HUMANITY & INCLUSION.

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Aligned with Humanity & Inclusion's mission, we are restoring early childhood education in Jordan—a country navigating the delicate balance of tourism dependence and multifaceted crises. Humanity & Inclusion's vision centres on inclusivity, particularly addressing the needs of the most vulnerable children aged four to six, who face the risk of exclusion.

Working at the grassroots level, their dedication remains steadfast towards marginalized groups, including Syrian refugee children and Jordanian children with disabilities. Through collaborative efforts, we strive to eliminate exclusion and promote meaningful engagement in education, thus planting the seeds for a hopeful future

With the support from AMF, Humanity & Inclusion were able to connect their Early Intervention (EI) and Community Based Rehabilitation (CBR) systems at the community level, with their pre-school and primary education centres. A seamless transition to school is a lifeline for children with additional needs. Once enrolled in school, the continued support from CBR volunteers alongside teachers, parents and caregivers, bolsters attendance, retention and active participation.

By fostering a safe learning environment and sharing Humanity & Inclusion’s expertise on disability inclusion, we aim to strengthen the long-term stability of inclusive education in Jordan, while transforming negative attitudes towards disability.

T H E A N I T A M E N D I R A T T A F O U N D A T I O N , A C H A R I T A B L E I N C O R P O R A T E D O R G A N I S A T I O N R E G I S T E R E D C H A R I T Y N U M B E R 1 1 8 5 3 5 8

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PROJECTS

HUMANITY & INCLUSION

JAWAD’S STORY

Meet Jawad from Jordan, a spirited 5 year old boy with Down syndrome, whose journey is a testament to the boundless potential that lies within every child, regardless of their challenges.

For the first few years of his life, Jawad’s bright spirit was overshadowed by his struggle to communicate and grasp new skills. Yet, through the home-based activities facilitated by Humanity & Inclusion, a transformative shift has occurred. These initiatives have not only unlocked his potential but have also equipped his parents with the tools to effortlessly incorporate skill-building into their everyday lives.

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THIS COULD NOT HAVE BEEN DONE WITHOUT OUR DONORS AND SUPPORTERS.

Gratitude fills our hearts for the generosity extended through your donations and the collaborative efforts between Humanity & Inclusion and the Anita Mendiratta Foundation. Together, we've nurtured his journey, fostering an environment where his parents now embrace each moment as a chance for connection, joy, and enlightenment. Education is at the heart of their daily routines, and Jawad flourishes, propelled by his resilience and the unwavering encouragement of his community.

Thanks to our partners, donors and supporters Jawad and many other children like him are on a path towards a brighter future.

T H E A N I T A M E N D I R A T T A F O U N D A T I O N , A C H A R I T A B L E I N C O R P O R A T E D O R G A N I S A T I O N R E G I S T E R E D C H A R I T Y N U M B E R 1 1 8 5 3 5 8

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PROJECTS

HUMANITY & INCLUSION

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T H E A N I T A M E N D I R A T T A F O U N D A T I O N , A C H A R I T A B L E I N C O R P O R A T E D O R G A N I S A T I O N R E G I S T E R E D C H A R I T Y N U M B E R 1 1 8 5 3 5 8

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PROJECTS

HUMANITY & INCLUSION

“ O u r p a r t n e r s h i p w i t h t h e A n i t a M e n d i r a t t a F o u n d a t i o n h a s b e e n i n s t r u m e n t a l i n r e s t o r i n g e a r l y y e a r s e d u c a t i o n f o r c r i s i s - a f f e c t e d c h i l d r e n w i t h d i s a b i l i t i e s i n J o r d a n . F o r c h i l d r e n w h o w e r e p r e v i o u s l y u n s e e n , A M F h a s s i m p l y b e e n a l i f e l i n e f o r t h e m a n d t h e i r f a m i l i e s . T o g e t h e r , w e h a v e s u p p o r t e d o v e r 5 0 c h i l d r e n t o g o t o s c h o o l , e a c h o n e a s t o r y o f t r i u m p h , h o p e a n d n e w f o u n d c o n f i d e n c e . W e a r e i n c r e d i b l y g r a t e f u l f o r o u r p a r t n e r s h i p i n J o r d a n a n d t h e d i f f e r e n c e A M F h a s m a d e . ”

V i c t o r i a R o o t s , P a r t n e r s h i p s & P h i l a n t h r o p y O f f i c e r , H u m a n i t y & I n c l u s i o n U K

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T H E A N I T A M E N D I R A T T A F O U N D A T I O N , A C H A R I T A B L E I N C O R P O R A T E D O R G A N I S A T I O N R E G I S T E R E D C H A R I T Y N U M B E R 1 1 8 5 3 5 8

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STRATEGIC REPORT

STRATEGIC VISION

As outlined in the Charitable Objects of the Anita Mendiratta Foundation, our Foundation is acutely focused on:

Countries of emphasis will be those where the tourism sector contributes significantly to the national economy and identity. This will be done through, inter alia, working in cooperation with on-the-ground organisations in the community or region affected by a crisis event to rapidly support reactivation of initiatives that directly impact children and their families in particular, but without limitation.”

BY 2024 AMF WILL BE:

Continuing to work with trusted, respected, on-the-ground global organisations to identify, verify and activate grants for the enablement of education in locations across the globe hit by crisis.

Our continued aim is to identify people and projects in need of support for local community rebuilding of childcare post-crisis. This has been chosen as, while in the immediate phase after a crisis aid agencies and other entities go in to provide core infrastructure, the social fabric of local communities is often kept as secondary priority, with education programmes having to wait, which means people are left waiting for a sense of routine, a sense of stability and a sense of value.

Continuing to build AMF’s reputation as a respected entity providing a pathway back to education for children and young people, thereby inspiring both new project applications and donor contributions to ensure that those in need get the support required for sustainable, thoughtful recovery.
Work with companies and organisations to create partnerships to make a greater impact on those in need of our support.

T H E A N I T A M E N D I R A T T A F O U N D A T I O N , A C H A R I T A B L E I N C O R P O R A T E D O R G A N I S A T I O N R E G I S T E R E D C H A R I T Y N U M B E R 1 1 8 5 3 5 8

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STRATEGIC REPORT

STRATEGIC FOCUS

PARTNERSHIPS

During the operational year of 2023 AMF continued to work with Rotary Great Britain and Ireland in searching for projects to support. Rotary GBI were critical in supporting the due diligence checks needed to issue grants during this operating year.

We were also lucky enough to partner with Humanity & Inclusion (HI), a globally recognised and trusted organisation delivering essential aid and support to those who have been hit by a crisis. HI also continue to support during the recovery process. For more information regarding our work with Humanity & Inlcusion, please go to page 12.

For AMF'S 4th year of operations, we hope to partner with more trusted, verified organisations to identify and mobilise projects across the globe.

FINANCE

Ensure sustainability. Ensuring a financially secure future whilst not compromising in reaching out to as many people as possible.

TRAINING

Our staff are our most valuable asset and we fully believe in supporting training which will strengthen not only their professional skillsets but the future of the foundation.

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FINANCIALS

FINANCIAL REVIEW: ACHIEVEMENTS AND PERFORMANCE IN 2023

The AMF financial accounts year end is September.

DEFINITIONS

Free Reserves:

In the financial year end of 2023, the foundation had an income of £13,951.83. In addition to this, the foundation had a total expenditure of £23,333.10.

RESERVES

On 17 September 2023, AMF had total funds of £82,232.54 (with total free reserves of £18,322.76).

That part of the charity’s unrestricted income funds that is freely available to spend.

Designated funds:

Unrestricted funds earmarked for essential future spending, for example, to fund a project that could not be met from future income alone.

Restricted funds:

RESERVES POLICY

Purpose - The purpose of this policy is to give confidence to stakeholders that the charity’s finances are being managed and can also provide an indicator of future funding needs. This policy can be found on our website.

These are monies received from

supporters/grant funders for a specific area of expenditure. They are not freely available to spend.

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FINANCIALS

RESPONSIBILITIES AND ACCOUNTABILITY

TRUSTEES

Trustees have overall responsibility for the governance of the organisation and should be able to justify the holding of income as reserves.

DESIGNATION OF FUNDS:

Funds can be designated for the following items:

Significant capital spend.
Piloting new services.
Where the Trustees have a reserves policy, this policy must be set out in the Trustees’ annual report.
Trustees should keep the reserves policy under review to ensure it meets a charity’s changing needs and circumstances. In this way Trustees will be aware of the build-up of excess reserves or of reserves being unexpectedly or rapidly depleted.

PROCEDURES AND IMPLEMENTATION

Total Reserves

Include restricted reserves, designated funds (including tangible fixed assets) and free reserves (the general fund).

CALCULATION OF FREE RESERVES TARGET

The Anita Mendiratta Foundation aims to keep operating costs to less than 7% of the total annual income of the Foundation, therefore the reserves policy is based on a percentage of total annual income rather than the operating costs.

Free reserves should total 20% of annual income based on the previous budget year. This should be regularly reviewed to ensure that it meets the Foundation’s changing needs and circumstances.

Capacity building which self-funds after year one.
Capacity building which generates income to fund increases in operating costs.

Each item should be supported with a costed business case, be scrutinized by the Board of Trustees before approval. This should take place during the budget approval process. Designated funds should be used within two years of their target date, if this does not take place they should either be released back into free reserves or re-approved for designation.

The annual report and accounts should detail the amount and purpose of the designations.

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FINANCIALS

September 18th 2022 – September 17th 2023	£
Income Funds
Restricted	00.00
Unrestricted income funds:	13,951.00
Designated (earmarked) funds:	00.00
Our Reserve	18,322.76
Grants	(22,330.74)
Operating Costs	(1,002.36)
Governance Costs (accountancy)	(900.00)
Total Net Assets	82,232.54

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Operating Costs
Governance Costs
2.6%
2.4%
Unrestricted income funds
36.5%
Grants
58.5%
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FINANCIALS

REMUNERATION POLICY

The Trustee board and the Global Project Team compromise the key management personnel of the charity as they oversee:

directing and controlling the charity,

running and operating the charity on a day-to-day basis.

None of the AMF Trustees are specifically paid in relation to AMF, they give their time freely. Details of expenses paid to key management personnel are disclosed on page 20 of the annual report.

Members of AMF’s Trustees are required to disclose all relevant interests and withdraw from decisions where a conflict of interest arises. All related party transactions are disclosed on page 20 of the annual report.

GUIDE TO AMF'S FINANCES

GOING CONCERN

Going concern is an accounting term for a company that has the resources needed to continue operating indefinitely until it provides evidence to the contrary. This term also refers to a company's ability to make enough money to stay afloat or to avoid bankruptcy. If a business or organisation is not a going concern, it means it has gone bankrupt and its assets were liquidated.

While respecting the need for Foundation set-up in accordance with UK Charity Commission best practice and resulting legal and other costs for same, it is extremely important to the Trustees Board that there is minimal cost to the Foundation for continued administrative and operating costs. For this reason, CACHET Consulting Ltd., trading as ANITA MENDIRATTA & Associates, has continued to absorbed some of the administrative costs for the Foundation.

AUDITING AMF’S ACCOUNTS

We take transparency very seriously, following all UK guidelines to ensure both our fundraising and accounting practices are operating to the correct level. As such we are registered to the UK Charity commission and are independently audited each year. To review our accounts for the year, see page 20.

AMF's accounts were audited by Shaun Nixon of CI Accounting LTD. For the full independent examination report, please go to page 26.

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LEADERSHIP

A N I T A M E N D I R A T T A S I M O N J . W A L S H D R . C H E R Y L J A M E S - W A R D A L A N E L L I O T M E R S C H E N

TRUSTEES AND COMMITTEE MEMBERS

ANITA MENDIRATTA, CHAIRMAN

A globally recognised and respected Tourism, Aviation and Development practitioner, published author, and diplomat, Anita Mendiratta is the Founder and President of ANITA MENDIRATTA & Associates, a London-based international consulting firm. Working closely with the United Nations and a portfolio of other global entities at the forefront of international development, Anita possesses over two decades working closely with leaders in governments, businesses, and international organisations. A 'Rotary daughter', Anita is admired for having an innate ability to feel the ‘heartbeat’ behind the economic, social, political and environmental dynamics of nations.

SIMON J WALSH, TRUSTEE

Simon is a Partner at Oury Clark Solicitors. His primary focus is Corporate and Commercial Law, however, he is also across the key aspects of Employment Law and The UK’s Immigration Law landscape. Simon has extensive commercial and corporate experience coupled with first-hand knowledge of operating in a variety of regions (including Australia, Middle East, France and Northern Africa).

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LEADERSHIP

TRUSTEES AND COMMITTEE MEMBERS - CONTINUED

CHERYL JAMES-WARD, TRUSTEE

Dr. Cheryl James-Ward has more than 25 years dedicated to public education as a teacher, professor and an educational leader. Dr. Cheryl James-Ward is a former NASA engineer and tenured professor at San Diego State University, Department of Educational Leadership where she taught school leaders and aspiring administrators.

ALAN MERSCHEN, TRUSTEE

Alan Elliott is the founder of SIGMUND– the first of its kind, not-for-profit free open-source platform for global innovators in tourism. SIGMUND promotes the sharing of creative ideas with potential collaborators. While originally starting his career in academia, Merschen started consulting projects for a variety of industries. This is when he discovered it was the travel and tourism industry that captivated his real interest. Merschen created Myriad Travel Marketing, specializing exclusively in the international travel industry with private clients and governments on five continents. Merschen also serves on several non-profit and start-up advisory boards.

STATEMENT OF TRUSTEE’S RESPONSIBILTIES

The Trustees are responsible for preparing the Trustees’ Annual Report (including the Strategic Report) and the financial statements in accordance with applicable law and regulation.

Company law requires the Trustees to prepare financial statements for each financial year. Under that law, the Trustees have prepared the financial statements in accordance with United Kingdom Accounting Standards, comprising FRS 102 “The Financial Reporting Standard applicable in the UK and Republic of Ireland”, and applicable law (United Kingdom Generally Accepted Accounting Practice). Under company 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 the affairs of the charitable company and the group and of the incoming resources and application of resources, including the income and expenditure, of the charitable group for that period.

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LEADERSHIP

In preparing these financial statements, the Trustees are required to:

select suitable accounting policies and then apply them consistently,
observe the methods and principles in the Statement of Recommended Practice: Accounting and Reporting by Charities (2015),
make judgments and estimates that are reasonable and prudent; state whether applicable UK Accounting Standards, comprising FRS 102, 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 charitable company will continue in business.

The Trustees are responsible for keeping adequate accounting records that are sufficient to show and explain the charitable company’s transactions and disclose with reasonable accuracy at any time the financial position of the charitable company and the group and enable them to ensure that the financial statements comply with the Companies Act 2006. They are also responsible for safeguarding the assets of the charitable company and the group and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

The Trustees are responsible for the maintenance and integrity of the charitable company’s website. Legislation in the United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions. In so far as the Trustees are aware at the time of approving our Trustees’ Annual Report.

In so far as the Trustees are aware at the time of approving our Trustees’ Annual Report: (a) there is no relevant audit information of which the company’s auditors are unaware; and (b) the Trustees have taken all the steps that they ought to have taken as a trustee to make themselves aware of any relevant audit information and to establish that the company’s auditors are aware of that information.

The Annual Report was approved by the Trustees and signed on their behalf by:

ANITA MENDIRATTA, CHAIRMAN. The Anita Mendiratta Foundation. Charity no. 1185358 19.03.2024

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TEAM AMF

J E S S I C A Z I J L S T R A . G R A C E T O W L E R G E O F F B L U R T O N

AMF has two staff seconded from CACHET Consulting Ltd., [trading as ANITA MENDIRATTA & ASSOCIATES], who have been nominated by the board of Trustees to be responsible for the daily running of the foundation, building the community through marketing and communications and conducting project visits and evaluations. The staff work tirelessly to ensure the smooth running of the Foundation; actively seeking projects, vetting project applications, writing official documentation, processing accounts, and communicating with partners and donors.

JESSICA ZIJLSTRA

Acting as CO-LEAD of GLOBAL PROJECTS, Jessica assists with the daily running and operation of AMF. This includes, amongst many day-to-day tasks, communication with partners throughout the project and marketing support for AMF. Jessica also works closely with Grace to manage the Foundation’s social media accounts.

GRACE TOWLER

Grace as CO-LEAD of GLOBAL PROJECTS, assists with the day-to-day operations of AMF, including processing and responding to grant requests. Grace also works closely with Jessica and Geoff to conduct all due diligence checks on applications and projects. Additionally, Grace supports Jessica with the management of the Foundation’s social media.

GEOFF BLURTON

Geoff Blurton has continued as FOUNDATION ADVISOR AND ROTARY INTERNATIONAL RELATIONSHIP MANAGER. Geoff is an integral part of mobilising and monitoring on-the-ground operational processes for AMF, especially at the outset of project and partner identification. Geoff is a Rotarian and former Salvation Army leader.

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INDEPENDENT

EXAMINATION REPORT

I report on the accounts of the company for the year ended 17 September 2023, which are set out on pages 20 and 21.

Respective responsibilities of trustees and examiner

The trustees (who are also the directors of the company for the purposes of company law) are responsible for the preparation of the accounts. The trustees consider that an audit is not required for this year under section 144(2) of the Charities Act 2011 (the 2011 Act) and that an independent examination is needed.

Having satisfied myself that the charity is not subject to audit under company law and is eligible for independent examination, it is my responsibility to:

examine the accounts under section 145 of the 2011 Act;

follow the procedures laid down in the General Directions given by the Charity Commission under section 145 (5) (b) of the 2011 Act; and

state whether particular matters have come to my attention.

Basis of independent examiner's report

The procedures undertaken do not provide all the evidence that would be required in an audit and consequently, no opinion is given as to whether the accounts present a 'true and fair view' and the report is limited to those matters set out in the statement below.

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INDEPENDENT EXAMINATION REPORT - CONTINUED -

Independent examiner's statement

In connection with my examination, no matter has come to my attention:

(1) which gives me reasonable cause to believe that in any material respect the requirements:

to keep accounting records in accordance with section 386 of the Companies Act 2006; and
to prepare accounts which accord with the accounting records, comply with the accounting requirements of section 396 of the Companies Act 2006 and with the methods and principles of the Statement of Recommended Practice: Accounting and Reporting by Charities have not been met; or

(2) to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.

.........................................

Shaun Nixon CI Accountancy Ltd

29 Date:.....03.2024..............

11-12 The Courtyard, St. Mary's Chare, Hexham, Northumberland. NE46 1NH

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GOVERNANCE STRUCTURE

AMF’s Trustee’s Committee meets 4 times per calendar year in line with the foundation’s governing documents.

Members of the Trustee board are selected to give the charity a good mix of appropriate professional skills – for example, finance, investment, and fundraising. All members of the Trustee board are provided with the Charity Commission’s guidance: public benefit: an overview and the essential trustee: what you need to know (CC3) and what this means for a Trustee.

Trustees are appointed for a term of three years and may be reappointed for two further terms of three years but are not normally eligible for a further reappointment. An induction programme is in place for new Trustees.

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It made a difference to this one. Thank you for all your support in 2023.

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If you would like to support the Anita Mendiratta Foundation or would like more information, please contact us:

10 John Street, London, WC1 2EB, United Kingdom contact@anitamendirattafoundation.org

www.anitamendirattafoundation.org

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Company registration number: CE018870 Charity registration number: 1185358

The Anita Mendiratta Foundation

(A company limited by guarantee) Annual Report and Financial Statements for the Year Ended 17 September 2023

CI Accountancy Ltd 11-12 The Courtyard St. Mary's Chare Hexham Northumberland NE46 1NH

The Anita Mendiratta Foundation

----- Start of picture text -----
Reference and Administrative Details 1
Trustees' Report 2 to 3
Independent examiner's report 4
Statement of financial activities 5
Balance Sheet 6
Notes to the financial statements 7 to 10
----- End of picture text -----

The following page does not form part of the statutory financial statements:

Statement of financial activities per fund 11

The Anita Mendiratta Foundation Reference and Administrative Details

Charity name	The Anita Mendiratta Foundation
Charity registration number	1185358
Company registration number	CE018870
Registered office	10 John Street
	London
	WC1N 2EB
Trustees	Dr Cheryl James-Ward
	Mr Simon John Walsh
	Mr Alan Elliott Merschen
	Ms Anita Mendiratta
Chief executive officer	Ms Anita Mendiratta
Accountant	CI Accountancy Ltd
	11-12 The Courtyard
	St. Mary's Chare
	Hexham
	Northumberland
	NE46 1NH

Page 1

The Anita Mendiratta Foundation

Trustees' Report

Charity’s Objects:

Countries of emphasis will be those where the tourism sector contributes significantly to the national economy and identity. This will be done through, inter alia, working in cooperation with on-the-ground organisations in the community or region affected by a crisis event to rapidly support reactivation of initiatives that directly impact children and their families in particular, but without limitation.”

Aim for 2023:

Our aim for 2023 was to support more project applications, having funded its first project in 2022 the Foundation was actively seeking more education-focused projects across the world to support. The ANITA MENDIRATTA Foundation was thrilled to award two grants in 2023 seeing immediate positive impact, more information on these projects can be found on page 09 of the annual report. This would not have been possible if it wasn't for your support and your generous donations.

Achievements:

During the operating year 2023 AMF gave grants totalling £22,330.74, split between two projects - Apt Social Service Society and Humanity and Inclusion.

Apt Social Service Society:

For the second year running, The ANITA MENDIRATTA Foundation had the honour of partnering with APT Social Service Society, a small orphanage located in the town of Sattenapalli in Andhra Pradesh, India. The orphanage houses 45 children and provides them with a safe, caring and nurturing space to learn and grow. In this year’s application, APT Social Service Society requested financial support for the children’s education fees, their uniforms, books and equipment. In addition to this support, they requested funding to be able to purchase some bunk beds for the children, who had to sleep on the floor in the orphanage, where they were at risk of snakes and rats being able to reach them.

Humanity and Inclusion:

Aligned with Humanity and Inclusion's mission, AMF helped restore early childhood education in Jordan—a country navigating the delicate balance of tourism dependence and multifaceted crises. Humanity and Inclusion's vision centres on inclusivity, particularly addressing the needs of the most vulnerable children aged four to six, who face the risk of exclusion.

With the support from AMF, Humanity and Inclusion were able to connect their Early Intervention (EI) and Community Based Rehabilitation (CBR) systems at the community level, with their pre-school and primary education centres. A seamless transition to school is a lifeline for children with additional needs. Once enrolled in school, the continued support from CBR volunteers alongside teachers, parents and caregivers, bolsters attendance, retention and active participation.

Aim for 2024:

Continuing to work with trusted, respected, on-the-ground global organisations to identify, verify and activate grants for the enablement of education in locations across the globe hit by crisis.

Continuing to build AMF's reputation as a respected entity providing rapid and effective response to communities in crisis, thereby inspiring both new project applications and donor contributions to ensure that those in need get the support required for sustainable, thoughtful recovery. Page 2

The Anita Mendiratta Foundation

Trustees' Report

Wisely invest in hard and soft infrastructure to enable smarter, smoother processes and systems for project activation and impact evaluation.

Work with companies and organisations to create partnerships to make a greater impact on those in need of our support

Small company provisions

This report has been prepared in accordance with the small companies regime under the Companies Act 2006.

.........................................

Ms Anita Mendiratta Trustee 28 03 2024 Date:................................

Page 3

Independent Examiner's Report to the Trustees of

The Anita Mendiratta Foundation

I report on the accounts of the company for the year ended 17 September 2023, which are set out on pages 5 to 10.

Respective responsibilities of trustees and examiner

Having satisfied myself that the charity is not subject to audit under company law and is eligible for independent examination, it is my responsibility to:

examine the accounts under section 145 of the 2011 Act;
follow the procedures laid down in the General Directions given by the Charity Commission under section 145 (5) (b) of the 2011 Act; and
state whether particular matters have come to my attention.

Basis of independent examiner's report

My examination was carried out in accordance with the General Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from you as trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit and consequently no opinion is given as to whether the accounts present a 'true and fair view' and the report is limited to those matters set out in the statement below.

Independent examiner's statement

In connection with my examination, no matter has come to my attention:

(1) which gives me reasonable cause to believe that in any material respect the requirements:
to keep accounting records in accordance with section 386 of the Companies Act 2006; and
to prepare accounts which accord with the accounting records, comply with the accounting requirements of section 396 of the Companies Act 2006 and with the methods and principles of the Statement of Recommended Practice: Accounting and Reporting by Charities

have not been met; or

(2) to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.

......................................... Shaun Nixon CI Accountancy Ltd 28/03/2024 Date:................................

11-12 The Courtyard St. Mary's Chare Hexham Northumberland NE46 1NH

Page 4

The Anita Mendiratta Foundation

Statement of Financial Activities (including Income and Expenditure Account) for the Year Ended 17 September 2023

Note Incoming resources Incoming resources from generated funds Voluntary income 2 Total incoming resources Resources expended Costs of generating funds Costs of generating voluntary income 3 Governance costs 6 Total resources expended Net movements in funds Reconciliation of funds Total funds brought forward Total funds carried forward	Unrestricted Funds £ 13,952 13,952 23,388 935 24,323 (10,371) 92,614 82,243	Total Funds 2023 £ 13,952 13,952 23,388 935 24,323 (10,371) 92,614 82,243	Total Funds 2022 £ 101,136
			101,136
			7,622 900
			8,522
			92,614 -
			92,614

The notes on pages 7 to 10 form an integral part of these financial statements.

Page 5

The Anita Mendiratta Foundation (Registration number: CE018870)

Balance Sheet as at 17 September 2023


	Note	£	£	£	£
Current assets
Cash at bank and in hand			83,143		93,514
Creditors: Amounts falling
due within one year	9		(900)		(900)
Net current assets			82,243		92,614
Net assets			82,243		92,614
The funds of the charity:
Unrestricted funds
Unrestricted income funds			82,243		92,614
Total charity funds			82,243		92,614

For the financial year ended 17 September 2023, the charity was entitled to exemption from audit under section 477 of the Companies Act 2006 relating to small companies.

The members have not required the charity to obtain an audit of its accounts for the year in question in accordance with section 476.

The directors acknowledge their responsibilities for complying with the requirements of the Act with respect to accounting records and the preparation of accounts.

These accounts have been prepared in accordance with the provisions applicable to companies subject to the small companies regime and with the Financial Reporting Standard for Smaller Entities (effective April 2008 January 2015).

Approved by the Board on ................... and signed on its behalf by: 28/03/24

.........................................

Ms Anita Mendiratta Trustee

The notes on pages 7 to 10 form an integral part of these financial statements.

Page 6

The Anita Mendiratta Foundation

Notes to the Financial Statements for the Year Ended 17 September 2023

1 Accounting policies

Basis of preparation

The financial statements have been prepared under the historical cost convention and in accordance with the Statement of Recommended Practice 'Accounting and Reporting by Charities (SORP 2005)', issued in March 2005, the Financial Reporting Standard for Smaller Entities (effective January 2015) and the Companies Act 2006.

Fund accounting policy

Unrestricted income funds are general funds that are available for use at the trustees' discretion in furtherance of the objectives of the charity.

Further details of each fund are disclosed in note 12.

Incoming resources

Donations are recognised where there is entitlement, certainty of receipt and the amount can be measured with sufficient reliability.

Resources expended

Liabilities are recognised as soon as there is a legal or constructive obligation committing the charity to the expenditure. All expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all costs related to the category.

Costs of generating funds are the costs associated with attracting voluntary income.

Grants payable are payments made to third parties in the furtherance of the charitable objectives. Where the charity gives a grant with conditions for its payment being a specific level of service or output to be provided, such grants are only recognised in the SoFA once the recipient of the grant has provided the specific service or output.

Grants payable without performance conditions are only recognised in the accounts when a commitment has been made and there are no conditions to be met relating to the grant which remain in the control of the charity.

Provisions for grants are made when the intention to make a grant has been communicated to the recipient but there is uncertainty about either the timing of the grant or the amount of grant payable.

Governance costs

Governance costs include costs of the preparation and examination of the statutory accounts, the costs of trustee meetings and the cost of any legal advice to trustees on governance or constitutional matters.

Page 7

The Anita Mendiratta Foundation

Notes to the Financial Statements for the Year Ended 17 September 2023

......... continued

2 Voluntary income

Donations and legacies Appeals and donations Costs of generating voluntary income Donations and legacies Grants payable - institutions Computer software and maintenance costs Advertising Bank charges	Unrestricted Funds £ 13,952 Unrestricted Funds £ 22,331 425 336 296 23,388	Total Funds 2023 £ 13,952 Total Funds 2023 £ 22,331 425 336 296 23,388	Total Funds 2022 £ 101,136
			Total Funds 2022 £ 7,095 71 - 456
			7,622

3 Costs of generating voluntary income

4 Grantmaking

Donations and legacies The support costs associated with grant making are £0. Grants to institutions Name of Institution Activity Grants payable - institutions Donations and legacies	Grants to institutions £ 22,331
	£ 22,331

5 Grants to institutions

Page 8

The Anita Mendiratta Foundation

Notes to the Financial Statements for the Year Ended 17 September 2023

......... continued

6 Governance costs

Accountancy fees Legal and professional costs	Unrestricted Funds £ 900 35 935	Total Funds 2023 £ 900 35 935	Total Funds 2022 £ 900 -
			900

7 Trustees' remuneration and expenses

No trustees received any remuneration during the year.

8 Taxation

The company is a registered charity and is, therefore, exempt from taxation.

9 Creditors: Amounts falling due within one year

Accruals and deferred income	2023 £ 900	2022 £ 900

10 Members' liability

The charity is a private company limited by guarantee and consequently does not have share capital. Each of the members is liable to contribute an amount not exceeding £1 towards the assets of the charity in the event of liquidation.

Page 9

The Anita Mendiratta Foundation

Notes to the Financial Statements for the Year Ended 17 September 2023

......... continued

11 Related parties

Controlling entity

The charity is controlled by the trustees who are all directors of the company.

12 Analysis of funds

	At 18			At 17
	September	Incoming	Resources	September
	2022	resources	expended	2023
	£	£	£	£
General Funds
Unrestricted income fund	92,614	13,952	(24,323)	82,243

13 Net assets by fund

Current assets Creditors: Amounts falling due within one year Net assets	Unrestricted Funds £ 83,143 (900) 82,243	Total Funds 2023 £ 83,143 (900) 82,243	Total Funds 2022 £ 93,514 (900)
			92,614

Page 10

The Anita Mendiratta Foundation

Statement of financial activities by fund Year Ended 17 September 2023

Incoming resources Incoming resources from generated funds Voluntary income Total incoming resources Resources expended Costs of generating funds Costs of generating voluntary income Governance costs Total resources expended Net movements in funds Reconciliation of funds Total funds brought forward Total funds carried forward	Unrestricted income fund 2023 £ 13,952 13,952 23,388 935 24,323 (10,371) 92,614 82,243	Unrestricted income fund 2022 £ 101,136
		101,136
		7,622 900
		8,522
		92,614 -
		92,614

This page does not form part of the statutory financial statements.

Page 11

A NN UAL REPORT

TABLE OF CONTENTS

CHAIRMAN'S NOTE

CHAIRMAN'S NOTE

CHAIRMAN'S NOTE

OUR IMPACT

WHAT WE AIM TO DO: OUR OBJECTIVES AND ACTIVITIES

OUR MISSION

OUR IMPACT

GRANTS PROCESS

OUR WORK

OPERATIONAL

STRATEGIC

ACCESS:

PARTNERSHIPS:

TRAINING:

SUSTAINABILITY:

PROJECTS

ACCESSIBLE EDUCATION FOR ORPHANS IN ANDHRA PRADESH, INDIA HIGHLIGHTS NEED FOR SAFE SCHOOL TRANSPORT

PROJECTS

APT SOCIAL SERVICE SOCIETY

PROJECTS

APT SOCIAL SERVICE SOCIETY

PROJECTS

PROJECTS

HUMANITY & INCLUSION

JAWAD’S STORY

THIS COULD NOT HAVE BEEN DONE WITHOUT OUR DONORS AND SUPPORTERS.

PROJECTS

HUMANITY & INCLUSION

PROJECTS

HUMANITY & INCLUSION

STRATEGIC REPORT

STRATEGIC VISION

BY 2024 AMF WILL BE:

STRATEGIC REPORT

STRATEGIC FOCUS

PARTNERSHIPS

FINANCE

TRAINING

FINANCIALS

FINANCIAL REVIEW: ACHIEVEMENTS AND PERFORMANCE IN 2023

DEFINITIONS

Free Reserves:

RESERVES

Designated funds:

Restricted funds:

RESERVES POLICY

FINANCIALS

RESPONSIBILITIES AND ACCOUNTABILITY

TRUSTEES

DESIGNATION OF FUNDS:

PROCEDURES AND IMPLEMENTATION

Total Reserves

CALCULATION OF FREE RESERVES TARGET

FINANCIALS

FINANCIALS

REMUNERATION POLICY

GUIDE TO AMF'S FINANCES

GOING CONCERN

AUDITING AMF’S ACCOUNTS

LEADERSHIP

TRUSTEES AND COMMITTEE MEMBERS

ANITA MENDIRATTA, CHAIRMAN

SIMON J WALSH, TRUSTEE

LEADERSHIP

TRUSTEES AND COMMITTEE MEMBERS - CONTINUED

CHERYL JAMES-WARD, TRUSTEE

ALAN MERSCHEN, TRUSTEE

STATEMENT OF TRUSTEE’S RESPONSIBILTIES

LEADERSHIP

TEAM AMF

JESSICA ZIJLSTRA

GRACE TOWLER

GEOFF BLURTON

INDEPENDENT

EXAMINATION REPORT

Respective responsibilities of trustees and examiner

Basis of independent examiner's report