## **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|
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**Names of the charity trustees who manage the charity**
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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||||
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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 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|
Page 1 of 2
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|
Page 2 of 2