## **Trustees’ Annual Report for the period**
**From Period start date: 1 April 2023 To Period end date: 31 March 2024**
## **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.|
|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|NO EVENTS WERE HELD THIS YEAR.|
## **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|N/A|
|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||
|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|Currently there are no activities pending
with the charity.|
|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
any fundraising)|The charity’s principal
sources of funds (including
any fundraising)|Para 1.47|All funds derive from fund-raising activities
and donations.|
|---|---|---|---|
|||||
|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**
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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||
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## – 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** 17/01/2025
## **The Totteridge Foundation (CIO) Period Ending March 2024**
|**The Totteridge Foundation(CIO)**|**The Totteridge Foundation(CIO)**|
|---|---|
|**Period Ending March 2024**||
|||
||**Money In**
Donations
£3,124|
||**Total Funds**
**£3,124**|
||**Money out**
Outgoings
£0|
||**Total**
**£3,124**|
|**Balance sheet**|**Balance sheet**|
|---|---|
|**Period Ending March 2024**||
||**Assets**
Bank
£3,224
Current Liabilities
£0
**Total Current Assets less Current Liabilities**
**£3,224**
**Capital & Reserves**
Retained Profit
£3,224|
||**Total**
**£3,224**|