Trustees’ Annual Report for the period
From 01/01/2021 Period start date To 31/12/2021 Period end date
Charity name: Healics Recovery
Charity registration number: 1185698
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | The purposes of Healics recovery is to assist and reintegrate vulnerable individuals, recovering from addiction issues. |
| 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 |
Main Activities: Providing Dry Housing Liaising with local authority on behalf of recoverees Counselling Facilitating access and support of recoverees with other relevant services Other activities related to life management and community reintegration e.g. guidance on gym memberships and educational courses. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | Trustees can confirm this. |
Additional information (optional) You may choose to include further statements where relevant about:
| SORP reference | ||
|---|---|---|
| Policy on grant making | Para 1.38 | The charity does not issue grants or sums of money to individuals. |
| Policy on social investment including program related investment |
Para 1.38 | The charity does not invest financially in other services. |
| Contribution made by volunteers |
Para 1.38 | There are no financial contributions made by volunteers. In terms of activities of volunteers, |
currently the managing director is a volunteer position staffed by Joanna Ede. Although she claims expenses for travel and some trainings she does not currently claim a wage from Healics. Her services relate primarily to the counselling and direct support of individuals receiving housing from Healics. N/A Other
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 | Although the charity was created in 2019, it took until February 2020 for the charity to receive its first clients. In the preceding period the managing director – Joanna Ede, was liaising closely with other support providers so that Healics could be integrated into existing pathways of recovery and care for recovering addicts. Through this networking a route was identified with Brynawel Rehab – who agreed that vulnerable individuals receiving treatment with them would greatly benefit from the continuing support and reintegration services provided by Healics recovery. Unfortunately, with the enormous strain placed on all services – but particularly those assisting with addiction e.g. drug and alcohol meetings, by the Covid-19 pandemic following November 2020 Healics Recovery did not receive any new clients until November 2021. This was due to pathway referral collapse during the pandemic. The person who moved in, in November 2021 had been identified by Brynawel treatment centre as being in need in the kind of services offered by Healics. As of December 2021 the client is still in position in Healics and is receiving support and progressing well with their recovery. |
Additional information (optional) You may choose to include further statements where relevant about:
The achievements for the 2021 period
| Achievements against objectives set |
Para 1.41 | have unfortunately been limited massively in the wake of Covid-19. Nevertheless, the charity was reasonably quick to recover once suitable pathways had been re-established and the healthcare situation in Wales stabilised. The objective for 2021 was simply to provide assistance as soon as possible once addiction services were once again able to operate unhindered and this was achieved. |
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | No fundraising activities were undertaken and no increase in Healics funds occurred during the year. The accounts thankfully had received support in the previous year and this was enough to see the charity through with limited operations. |
| Investment performance against objectives |
Para 1.41 | No investment was undertaken during the period. |
| Other | Links were established and despite the pandemic these were maintained. Regular contact between Brynawel Rehab and Healics Recovery continues and with the opening of other support services post-pandemic additional pathways have been identified. Healics is actively looking at ‘The Hafod’ as another organisation to engage with, but care is being taken to make sure that any new clients fit the ethos of the charity and are committed to a sober lifestyle. |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | The charity initially started the period with £9924 following a generous grant awarded by MoonDance due to the impact of the Covid-19 pandemic. Due to the lack of pathways and clients during the reporting period, this money was drawn down against to account for building upkeep and expenses for the property at 14 Allistair street. The final account balance at the end of the reporting period was £7265, which includes the first payment for the new client received in November 2021. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Currently the reserve for Healics Recovery is likely not to be more than £3000. This sum has been identified as a reserve for maintenance costs of the |
| building after the mortgage payments. | ||
|---|---|---|
| Amount of reserves held | Para 1.22 | £3000 |
| Reasons for holding zero reserves |
Para 1.22 | N/A |
| Details of fund materially in deficit |
Para 1.24 | N/A |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | The charity is still integrating with local support services and with the volatile climate following the pandemic support and pathways are still fluctuating. |
| Additional information (optional) You may choose to include further statements |
where relevant about: | |
| The charity’s principal sources of funds (including any fundraising) |
Para 1.47 | During the reporting period the £600 received by Neath and Port Talbot local authority is the single largest new payment to Healics, however the payment of £7500 received in 2020 by MoonDance remains the single largest contribution to the charity’s funds. |
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | The investment policy of Healics Recovery is simply to maintain the provision of services currently offered. This includes maintenance and repair of the housing offered by Healics Recovery. No additional investment is expected. |
| A description of the principal risks facing the charity |
Para 1.46 | The principal risks facing the charity are the uncertainties in care provision for addiction and addicts in the South Wales area. This is compounded by financial uncertainties for local authorities, which provide the basis for Healics’ income. The charity believes currently it is a stable position despite these challenges, however if continued under utilization should persist then the position will have to be reviewed. |
| Other | N/A |
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 | Trustees were originally sought from persons who had skills relevant to the charities stated purpose i.e. from the recovery community. The original trustees are still in position. Should the need to select new trustees arise suitable candidates will be sought by the trustees themselves before being elected to the position. Simple majority affirmation. |
|---|---|---|
| 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 | All trustees are required to attend annual meeting report meetings either virtually or in person. |
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | The charity’s structure follows that of a CIO. |
| Relationship with any related parties |
Para 1.51 | N/A |
| Other | N/A |
Reference and Administrative details
| Charity name | Healics Recovery |
|---|---|
| Other name the charity uses | |
| Registered charity number | 1185698 |
| Charity’s principal address | For correspondence: 15 Worcester Dr., Langland, Mumbles, Swansea SA3 2HL For operation: 14 Allistair Street, Neath, SA11 1EN |
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) |
|---|---|---|---|---|
| Sian Heke | ||||
| John Charles | ||||
| Joshua Ede | ||||
– 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 N/A held in this capacity Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for N/A 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) J. Ede Full name(s) Joshua Warren Ede Position (eg Secretary, Trustee Chair, etc) Date 20/11/2022
Santander Online Banking
Transactions
Transaction date: 01/01/2021 to 31/12/2021
Account number: xxxx xxxx xxxx 5553
| Date Description Money In Money Out Balance |
|
|---|---|
| 17/12/2021 BANK GIRO CREDIT REF RENT ALLOWANCES, 35353395 £ 600.00 £ 7,265.37 14/12/2021 DIRECT DEBIT PAYMENT TO BT GROUP PLC REF GB22989664-000021, MANDATE NO 0001 £ 28.15 £ 6,665.37 03/12/2021 WITHDRAWAL 200.00 CASH AT SWANSEA 1 US £ 200.00 £ 6,693.52 03/12/2021 BANK GIRO CREDIT REF RENT ALLOWANCES, 35353395 £ 428.57 £ 6,893.52 15/11/2021 DIRECT DEBIT PAYMENT TO BT GROUP PLC REF GB22989664-000020, MANDATE NO 0001 £ 28.15 £ 6,464.95 14/11/2021 BILL PAYMENT TO - ELSBE PROPERTY REFERENCE FENCE, MANDATE NO0005 £ 1,080.00 £ 6,493.10 14/10/2021 DIRECT DEBIT PAYMENT TO BT GROUP PLC REF GB22989664-000019, MANDATE NO 0001 £ 28.15 £ 7,573.10 14/09/2021 DIRECT DEBIT PAYMENT TO BT GROUP PLC REF GB22989664-000018, MANDATE NO 0001 £ 28.15 £ 7,601.25 02/09/2021 BILL PAYMENT TO SW WASTE MANAGEM REFERENCE WASTE MANAGEMENT, MANDATE NO0004 £ 350.00 £ 7,629.40 16/08/2021 DIRECT DEBIT PAYMENT TO BT GROUP PLC REF GB22989664-000017, MANDATE NO 0001 £ 28.15 £ 7,979.40 |
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Santander Online Banking
Transactions
Transaction date: 01/01/2021 to 31/12/2021
Account number: xxxx xxxx xxxx 5553
| Date Description Money In Money Out Balance |
|
|---|---|
| 14/07/2021 DIRECT DEBIT PAYMENT TO BT GROUP PLC REF GB22989664-000016, MANDATE NO 0001 £ 28.15 £ 8,007.55 14/06/2021 DIRECT DEBIT PAYMENT TO BT GROUP PLC REF GB22989664-000015, MANDATE NO 0001 £ 28.15 £ 8,035.70 14/05/2021 DIRECT DEBIT PAYMENT TO BT GROUP PLC REF GB22989664-000014, MANDATE NO 0001 £ 28.15 £ 8,063.85 09/05/2021 CARD PAYMENT TO NPT,1,562.62 GBP ON 07-05-2021 £ 1,562.62 £ 8,092.00 14/04/2021 DIRECT DEBIT PAYMENT TO BT GROUP PLC REF GB22989664-000013, MANDATE NO 0001 £ 28.18 £ 9,654.62 15/03/2021 DIRECT DEBIT PAYMENT TO BT GROUP PLC REF GB22989664-000012, MANDATE NO 0001 £ 27.99 £ 9,682.80 15/02/2021 DIRECT DEBIT PAYMENT TO BT GROUP PLC REF GB22989664-000011, MANDATE NO 0001 £ 27.99 £ 9,710.79 27/01/2021 CARD PAYMENT TO TVLICENSING.CO.UK,157.50 GBP ON 23-01-2021 £ 157.50 £ 9,738.78 14/01/2021 DIRECT DEBIT PAYMENT TO BT GROUP PLC REF GB22989664-000010, MANDATE NO 0001 £ 27.99 £ 9,896.28 |
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