Trustees’ Annual Report for the period
From 01/01/2024 Period start date To 31/12/2024 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 | N/A |
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 | During 2024 major renovations were undertaken at Healics. Financially, this means that there were considerable outgoings during the year. However the renovations were necessary for the maintenance and provision of the housing services Healics is able to provide. Therefore, despite the financial situation the overall change to Healics Recovery is regarded as positive. The recoverees remained relatively stable during this year. One of the persons successfully helped moved on after almost two years using Healics Recovery. As part of their journey they reengaged with estranged family members and this was facilitated by the charity. A second recoveree who had been with Healics roughly a year at this point also began to form closer links with their family. As part of these family meetings their relationship with their young son began to grow. Although the recoveree was not yet stable in their sobriety to leave Healics at this point these positive developments are noted a significant achievement of the charity. At the end of 2024 Healics Recovery was fully utilised with all rooms available being occupied. This represents a significant achievement for the charity and although numbers fluctuate it shows the continued need for the services offered. At the end of 2024 there were four people using Healics Recovery services. |
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 have the first person leave the charity fully sober and a second well on their way to recovery. |
|---|---|---|
| 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 £40072. The financial period ended with £16933 in the account. The reduction in funds available to the charity does not represent a loss of mission, purpose or use of charity services. Instead it is noted that £36000 was withdrawn over the year to pay for substantial repairs to the roof, bathroom and windows of the building. This figure does not include incidental payments also made throughout this period. Therefore, to finish the year still with £16000 in the account is a considerable achievement. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Between 2023 and 2024 the reserve was maintained at £15000. It was always the aim of the charity to ensure that sufficient reserves were held to cover maintenance and repairs to Healics Recovery House 2024 demonstrated that the charity could indeed provide this with reserves still in plan for emergency outlays. |
| 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. |
| The principal risks facing the charity are |
| A description of the principal risks facing the charity |
Para 1.46 | the continued changes to care provision in South Wales. Financial uncertainties for local authorities continued to restrict long term development plans. Starting in late 2024 Brynawel Rehab services begun to change their operating model, representing a shift in focus for their operations. For Healics Recovery this means that the charity is beginning to diversify and explore new referral pathways. This is a risk and only started near the end of the reporting period. |
|---|---|---|
| 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