Trustees’ Annual Report for the period
From Period start date: 1 April 2022 To Period end date: 31 March 2023
Charity name: TheTotteridge Foundation
Charity registration number: 1185524
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | Objective for The Totteridge Foundation is to help raise funds for smaller charities and assist charities with medical research projects. |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
Raising funds, donating funds to chosen charities and research projects and paying the costs for running the events. In FY22 the chosen charity was the “British Heart Foundation” in regard to the Regeneration Heart Patch research project. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | In setting our objectives and planning our activities our Trustees have given careful consideration to the Charity Commission’s public benefit guidance. |
Additional information (optional)
You may choose to include further statements where relevant about:
SORP reference |
||
|---|---|---|
| Policy on grant making | Para 1.38 | NA |
| Policy on social investment including program related investment |
Para 1.38 | NA |
| Contribution made by volunteers |
Para 1.38 | The Totteridge Foundation is run solely by volunteers. Volunteers undertake all the work of the charity, and all trustees are volunteers. |
| Other | NA |
Achievements and Performance
| SORP reference | ||
|---|---|---|
| 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 | December 2022 – Christmas Ball We had the help of local businesses and family friends who sponsored the event. |
Additional information (optional)
| Additional information (optional) | Additional information (optional) | Additional information (optional) |
|---|---|---|
| You may choose to include further statements where relevant about: | ||
| Achievements against objectives set |
Para 1.41 | n/a |
| Performance of fundraising activities against objectives set |
Para 1.41 | We outperformed our target for the event, due to the generosity of our donors. |
| Investment performance against objectives |
Para 1.41 | NA |
| Other | NA |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | At the end of the FY22 the charity had £100. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | No reserves are held as one of the main trustee has passed away. We are reviewing how the charity should operate going forward. |
| Amount of reserves held | Para 1.22 | £0.00 |
| Reasons for holding zero reserves |
Para 1.22 | We are reviewing how the charity should operate going forward due to a key trustee passed away. |
| Details of fund materially in deficit |
Para 1.24 | NA |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | NA |
Additional information (optional)
You may choose to include further statements where relevant about:
| The charity’s principal sources of funds (including |
All funds derive from fund-raising activities and donations. |
|
|---|---|---|
| any fundraising) | Para 1.47 | |
|---|---|---|
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | NA |
| A description of the principal risks facing the charity |
Para 1.46 | The main risk is increase in cost of living. |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Constitution |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | 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 | Every trustee must be appointed by a resolution passed at a properly convened meeting of the charity trustees, i.e. quarterly trustees’ meeting or Annual General Meeting |
Additional information (optional)
| Additional information (optional) | Additional information (optional) | Additional information (optional) |
|---|---|---|
| You may choose to include further statements where relevant about: | ||
| Policies and procedures adopted for the induction and training of trustees |
Para 1.51 | Every trustee shall serve for a term of up to three years and may be reappointed to serve for further terms. Trustees shall be appointed or reappointed by a resolution passed at a properly convened meeting of the charity trustees. The first charity trustees shall be deemed to have been appointed by such a resolution on the date of registration of the CIO with the Charity Commission. (2) In selecting individuals for appointment as charity trustees, the charity trustees must have regard to the skills, knowledge and experience needed for the effective administration of the CIO. |
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | The Totteridge Foundation operates in North and central London. The trustees prefer to select smaller organisations which require financial support to meet the expenses of governing themselves properly; that do not waste resources and provide direct relief to individual sufferers. |
| Relationship with any relatedparties |
Para 1.51 | |
| Other |
Reference and Administrative details
| Charity name | The Totteridge Foundation |
|---|---|
| Other name the charity uses | None |
| Registered charity number | 1185524 |
| Charity’s principal address | 28 Harmsworth way Totteridge London N20 8JU |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| Maria Gabriella Pignatelli |
27 Sept 2019 | Deceased | ||
| Jolanda Izarra | 27 Sept 2019 | |||
| Roslyn Guenin | 27 Sept 2019 | Resigned | ||
| Dixie Locke | 27 Sept 2019 | |||
| Evelyn Giddy | 27 Sept 2019 | |||
| Mujesira Meza Hondus |
27 Sept 2019 | |||
| Rachel Callow | 27 Sept 2019 | |||
| Clara Doherty | 27 Sept 2019 | |||
– Corporate trustees names of the directors at the date the report was approved
Director name
Name of trustees holding title to property belonging to the charity
Trustee name Dates acted if not for whole year
Funds held as custodian trustees on behalf of others
Description of the assets held in this capacity
Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects
Details of arrangements for safe custody and segregation of such assets from the charity’s own assets
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 key personnel details
Other optional information
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s)
Full name(s) Jolanda Izarra
Position (eg Secretary, Treasurer Chair, etc)
Date 15/01/2023
| The Totteridge Foundation(CIO) | |
|---|---|
| Period Ending March 2023 | |
| Money In | |
| Donations | £5,480 |
| Restricted funds b/fwd | £23,675 |
| Events | £41,880 |
| Total Funds | £71,035 |
| Money out | |
| Event Costs | £40,935 |
| Restricted - Heart Foundation | £30,000 |
| Total | £100 |
| Balancesheet | |
| Period Ending March 2023 | |
| Assets | |
| Bank | £100 |
| Current Liabilities | £0 |
| Total Current Assets less Current Liabilities | £100 |
| Capital & Reserves | |
| Retained Profit | £100 |
| Total | £100 |
Independent examiner's report on the accounts
Section A Independent Examiner’s Report
| Report to the trustees/ members of On accounts for the year ended Set out on pages |
Charity Name THE TOTTERIDGE FOUNDATION |
Charity Name THE TOTTERIDGE FOUNDATION |
Charity Name THE TOTTERIDGE FOUNDATION |
|---|---|---|---|
| 31 MARCH 2023 | Charity no (if any) |
1185524 | |
| (remember to include the page numbers of additional sheets) |
I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31/ 03 /2023.
Responsibilities and As the charity's trustees, you are responsible for the preparation of the basis of report accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).
I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
Independent I have completed my examination. I confirm that no material matters have examiner's statement come to my attention in connection with the examination (other than that disclosed below *) which gives me cause to believe that in, any material respect:
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the accounting records were not kept in accordance with section 130 of the Charities Act; or
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the accounts did not accord with the accounting records; or
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the accounts did not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a ‘true and fair’ view which is not a matter considered as part of an independent examination.
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.
Signed: Date: 12/01/2023 Name: MRS SUSHMA CLARK Relevant professional CIMA qualification(s) or body (if any): Address: 10 SUDELEY PLACE BRIGHTON BN2 1HF
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Section B Disclosure
Only complete if the examiner needs to highlight material matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).
Give here brief details of any items that the examiner wishes to disclose .
N/A
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