Trustees’ Annual Report for the period
From 01/01/2022 Period start date To 31/12/2022 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 purpose of Healics Recovery is to assist and reintegrate vulnerable individuals, recovering from addiction and surrounding 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’ (substance free) housing. Liaising with local authority services on behalf of recoverees Counselling Facilitating access and support of recoverees with other relevant services. Other activities relating 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 | Confirmed. |
Additional information (optional) You may choose to include further statements where relevant about:
SORP reference |
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|---|---|---|
| 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 | Para 1.38 | There are no financial contributions made by volunteers. The managing director of Healics |
| volunteers | Recovery is Joanna Ede. She does not claim a regular income for her position, however money is transferred to the business she runs as payment for the premises used by Healics Recovery. |
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|---|---|---|
| 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 | The charity gained momentum in 2022, by the end of the year. Initial pathways for recovery developed in 2019 – 21, with Brynawel Rehab continued. For the first half of the year there was one person using the services offered by ‘Healics Recovery’. This person gained confidence and skills throughout the year and one notable achievement was their volunteering for the Salvation Army. In July the recoveree was joined by a second person who continued to use Healics up to Christmas and beyond. This person also benefitted from the services offered by the charity and began to reintegrate with the wider community finding some ad-hoc work as an upholsterer for another charity. In November Healics made an exception to its charter in allowing two women to use the service. The original mission statement of Healics exclusively offered the space to males recognising that men and women need different support and expertise during their recovery journey. The two women came through the Brynawel referral and were described as emergency cases. As a result it was felt that in these cases exceptions should be made. Unfortunately, this situation did not work out and one of the women left soon after recognising that she required further support that Healics Recovery could not provide. At the end of 2022 there were still 3 |
people using Healics Recovery services each making individual progress on their recovery journey.
Additional information (optional) You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | A significant achievement of Healics during this period was to become a continued pathway for referrals from Brynawel Rehab services. |
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | No fundraising was conducted during this period. |
| Investment performance against objectives |
Para 1.41 | No investment was made during this period, however repairs to the heating system were made to the house to improve the living conditions of recoverees. |
| Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | The charity started the period with £8465. It continued to grow during the year taking regular payments for the recoverees housed over the year. The financial period ended with £20441 in the account. This includes money taken out to make substantial repairs to the boiling and heating system following a leak discovered in the summer of 2022. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Between 2021 and 2022, and noting the successes of Healics Recovery, the reserve was increased from £3000 to £12000. It is noted that the plumbing costs alone in 2022 were £3150, greater than the reserve held in 2021. It is also highlighted that increases to rates for utilities and council tax occurred during the period and therefore an increase to the reserves was warranted. It was always the aim of the charity to ensure that sufficient reserves were held to cover maintenance and repairs to Healics Revovery House and the positive financial situation for Healics has allowed this during 2022. |
| Amount of reserves held | Para 1.22 | £12000 |
| 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 | n/a |
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 charity’s principal source of funds is from Neath and Port Talbot local authority. The housing benefit is paid directly to the charity. This is done to ensure that the vulnerable adults using Healics Recovery have housing and other basic services taken care of and to minimise any potential barriers to support that recovering addicts may face. |
|---|---|---|
| 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 service currently offered. This includes maintenance and repair of the housing offered by Healics Recovery. |
| A description of the principal risks facing the charity |
Para 1.46 | The principal risks facing the charity are the continued changes to care provision in South Wales. Financial uncertainties for local authorities continued to restrict long term development plans. It is recognised that Healics Recovery is particularly vulnerable to changes in Brynawel Rehab service. |
|---|---|---|
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
n/a | |
|---|---|---|
| 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 charity’s stated purpose. 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: |
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| Policies and procedures adopted for the induction and training of trustees |
Para 1.51 | All trustees are required to attend annual 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
22/11/2025