## **Trustees’ Annual Report for the period**
**From 01/01/2023 Period start date To 31/12/2023 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||
|---|---|---|
|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.**|
|---|---|---|
|Other||**Money transferred**|
## **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|**2023 represents a period of stability for**
**the charity. For the majority of the year**
**three recoverees were using its services**
**with the maximum capacity of the**
**charity being four persons this**
**represents a considerable success.**
**Recovery is a long journey and although**
**three people were consistently using**
**Healics Recovery this does not mean**
**that persons did come and go. As noted**
**in the previous years report an**
**exceptional case of a woman in Healics**
**Recovery was moved on in early 2023**
**due to the increased support required to**
**her.**
**One of the persons that had been using**
**the services in 2022 was also able to**
**move on and find alternative**
**accommodation because of their**
**continued progress in recovery. Despite**
**these people moving the referrals from**
**Brynawel meant that demand for Healics**
**places was still high.**
**One notable success was that one of the**
**recoverees, whilst still requiring support**
**from Healics, was able to counsel others**
**using the Brynawel Rehab facility. This**
**represents a considerable milestone in**
**their sobriety and also the trust and**
**partnership that Brynawel and Healics**
**have fostered.**
**At the end of 2023 there were 3 people**
**using Healics Recovery services.**|
**Additional information (optional)** You may choose to include further statements where relevant about:
**A significant achievement of Healics during this period was to become a**
|Achievements against
objectives set|Para 1.41|**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. The house was refurbished**
**slightly to improve the living conditions**
**of referees and to improve the overall**
**profile of the charity’s services.**|
|Other||**N/A**|
## **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**
**£24041. It continued to grow during the**
**year taking regular payments for the**
**recoverees housed over the year. The**
**financial period ended with £40145 in**
**the account.**|
|Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|**Between 2022 and 2023, and noting the**
**successes of Healics Recovery, the**
**reserve was increased from £12000 to**
**£15000.**
**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 Recovery House and the**
**stable financial situation has allowed**
**this for 2023.**|
|Amount of reserves held|Para 1.22|**£15000**|
|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:|||
|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**
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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)**|
|---|---|---|---|---|
||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**
22/11/2025