# THE RECOVERY FOUNDATION **TRUSTEES REPORT & FINANCIAL STATEMENTS** YEAR END MARCH 2022 **CHARITY NUMBER** 1188110 ## TRUSTEE REPORT This has been an exciting and innovative year for TRF. We have seen a tremendous amount of growth in the scope and vision of our organisation. This has enabled TRF to support and educate individuals and organisations using the message of ‘hope in recovery’. Our powerful mission statement and values, clearly reflect TRF’s objective, to show love and support to those in the community. Our unique message and application of Hope has unlocked a range of opportunities to support those in need for our service offerings; To cultivate partnerships and contribute to other organisations, to enhance their service offerings both locally and nationally; Opportunity to developed and successfully pilot the programme, Moving Mountains, which is specifically designed for young people who experience mental health; To provide workshops, events and activities in the community that enrich the lives of individuals through creative arts. TRF have and will continue our involvement in raising national awareness of the impact of mental health and how recovery is possible. TRF invest in our Hope Groups participants by offering training to become co- facilitators, providing the opportunity to support others. We are forever grateful for the volunteers and staff whose time, vision and passion we could not do without. We are astounded by the positive impact that TRF and the Hope Groups had on those who have engaged in our services. We celebrate with those who have found hope and encourage them as they continue to grow and sustain it on their recovery journey. We at TRF are humbled to have the pleasure and privilege to partner with and contribute to organisations with like-minded vision and purpose. To see people living life to the full, managing their Mental Health and being hopeful for the future. The future of TRF is exciting, we anticipate the opening of our hub in Erdington in early 2023 which will enhance access to our service. There are also new projects in the pipeline covering topics which include men's mental health, crisis support, LGBTQIA and skills development for those in recovery. We would like to extend a huge thank you to everyone who has contributed both financially and personally to the building of TRF. Our success is a shared one and we look forward in anticipation for the coming year and would be grateful for your continued support. M Theresa Roban Chair of the Board of Trustees ## ABOUT TRF ## **MISSION** Passing on the Hope we have by encouraging growth and recovery and positively impacting our community. ## **OBJECTIVES** To preserve and protect physical and mental health for the public benefit by:- Working with those with mental health conditions, focusing on selfhelp and shared experiences in order to promote recovery; · For those who are not mentally ill, working to encourage self-awareness, resilience, building, coping skills for times of crisis, and other self-relevant development; and · Advancing education in mental health recovery, in particular but not exclusively, by focussing on peer supported recovery and selfdevelopment. ## **MANAGEMENT** ## **Trustee Board:** Mary T Roban Chair Anna Beck Treasurer Sophie Webber-Rose Secretary Rev. Oliver Harrison Vacancy Damian O'Sullivan (Resigned Jan 2022) ## **Senior Management Team:** In particular, the trustees consider how planned activities will contribute to the aims and objectives they have set. ## **Structure, Governance and Management:** The Recovery Foundation is a Charitable Incorporated Organisation and registered as a charity on 21st February 2020. Emma Sithole CEO Jacinta Edwards COO Angela Chapman Director Natalie Kibble Director Jenella Smith Director There are currently 4 trustees in post with a vacancy (soon to be appointed). No trustees have benefitted financially from their role and operate on an entirely voluntary basis. The Board of Trustees meets every 4-6 weeks to ensure the strategic direction and policy of the charity. We review our aims, objectives and activities each year. This review looks at what we achieved and the outcomes of our work in the previous 12 months. The review looks at the success of each key activity and the benefits they have brought to those groups of people we are set up to help. The review also helps us ensure our aim, objectives and activities remained focused on our stated purposes. The Senior Management Team includes 5 people, one of whom is on payroll and the other 4 are either volunteers or paid on a sessional basis at the time of writing this report. The Senior Management Team meet every 4 weeks to plan operations and ensure the smooth running of the charity day-to-day. We have referred to the guidance contained in the Charity Commission’s general guidance on public benefit when reviewing our aim and objectives and in planning our future activities. ## **VALUES** **OUR VALUES ARE BASED ON THE WORD HOPE:** ## **H- HONOUR** we show respect for individuals. ## **O-OPPORTUNITY** we provide a safe space where we encourage openness and honesty. ## **P - PURPOSE** to use our own lived experience to help others to find and sustain hope. ## **E - EVOLVING** our desire is to see individuals grow and to respond to our community. ## OUR SUPPORT **MORE THAN JUST SUPPORT GROUPS: WE WALK WITH YOU ON YOUR RECOVERY JOURNEY.** ## **Hope Groups** Our 4 week peer support groups run online and inperson. Themes covered include crisis, acceptance and growth. **Hope Community** Follow-up support for 12 months after a Hope Group. This includes care packages, meet ups, and workshops. ## **Facilitator Training** The opportunity to train to co-facilitate the Hope Groups and use your own lived experience to support others. **Events & Workshops** Learn new skills at one of our workshops. Examples of these include a Baking workshop and a furniture upcycling workshop. **Creative Arts Programme** We offer our Creative Arts Programme 3 days a week. Sessions include drop-ins, older adult groups and Art-in-Parks sessions. ## **Art Showcase Events** We are really proud to run Art Showcase Events twice annually giving chance for those who attend our Arts Programme to showcase their work. ## **Moving Mountains** Hope for young minds. A 4-week intervention for young people aged 14-18 who are struggling with their mental health. This is in pilot phase. ## **Training** We offer a training calendar throughout the year. Training includes Mental Health in the Community, Living with Psychosis and much more. ## **Hope Celebration** This is our annual gettogether. All participants are invited to attend this evening and celebrate how far we have come on our recovery journeys. ## OUR IMPACT IN NUMBERS ## **162 93** Individuals accessed our support of these completed a Hope Group **84%** were self referrals 100% rated our support as good, very good or excellent **100%** would recommend us to a friend **64** individuals have been attending art sessions ## OUR IMPACT CONTINUED ## **100** People accessed our training ## **6** different Creative Art Courses **81** Attendees at the Hope Celebration **'My experience was incredibly positive. Not only amazing facilitators, but also a great opportunity to meet others on the HOPE journey. I felt I could open up easily in the group, felt calm and secure. Came away feeling much more positive and hopeful for the future.'** **‘I realised that I was further along in my recovery than some of the other participants, and that I can actually help to protect myself in future.'** ## **OUR PLANS:** **2022/23 WILL SEE THE EXPANSION OF OUR PROGRAMME AND SUPPORT OFFERED.** ## **MOVING MOUNTAINS** We will complete the pilot phase for Moving Mountains. A focus group of young people will continue to develop the group ready to launch in 2023. ## **CRISIS SUPPORT** A new 4-week small peer support group considering keeping us safe when we are in crisis. This is being coproduced by those with Lived Experience and will pilot early 2023. ## **CREATIVE ARTS PROGRAMME** Our Creative Arts Programme will continue and expand to include new workshops and drop-in sessions. We hope to offer free creative art sessions to around 100 people in the next financial year. ## FUNDERS ## **A huge thank you to all our funders this year, we couldn't do this without you!** The Grimmitt Trust The Bernard Piggot Charitable Trust Eric W Vincent Trust Edward Cadbury Charitable Trust The Ratcliff Foundation PARTNERSHIPS WHO WE WORK WITH: Recouery College FnRAII NHS Birmingham and Solihull Mental Health NHS Foundation Trust ForwardThinking Birmingham The Recovery Foundation TreasuTerfs Report and Financial Statoments For the year Ended 31 March 2022 Treasurer: Darnian O'sullivan 8 The Brambles Sutton Coldfield West Midlands B76 INF Bank: Lloyds Bank PLC Blackheath Branch London Registered Charity No. 1188110 The Recovery Founilatlo STATEMENT OF FINANCIAL ACTIVITIES For the 12 months to 31$t Mar 2022 Unrestricted Funds Restrtcted End¢)wment Funds Fund8 Totsl Funds 2021 Note INCOMING RESOURCES Voluniary income IdSrect giving) 1,751 1.751 Othervoluntary income 44,210 44,210 Gross income from events and activities Other ord*nary income 54 54 Income from investment TOTAL INCOMING RESOURCES 48,Ot5 46,Oq6 RESOURCES USED Grants 3.837 3.837 Oirectly relating to the work of the charitv 12.537 12,537 Fund raisin8 from events and actlvliies Charity Man88ement & administration 12,337 12,337 TOTAL RESOURCES USED 28,711 28,711 NET INCOMINGIIOUTGOINGI RESOURCES 17,303 17,303 TRANSFER OF FUNDS Mlsc SpeciallPropertv NET MOVEMENT IN FUNDS 17,303 17,303 BALANCES BROUGHT FORWARD AT I APRIL 2021 4,625 4.625 BAL4NCES CARRIED FORWARD AT 31 MARCH 2022 21.929 21,929 Thg Rt¢o¥ery FoundJtlon BALANCE SHEET As atjl March 2022 Balances as 4t31 Mar2022 8*14nces 4131 Mar 2021 FIXEOAS8eTS Computer Equlpfflent lattostl Fiyiures& fittiny latcosv Att. fiep CUARENfASSEYS Cash atbank & in hand Pebror5 21.822 750 4.625 22.$72 4M25 LLAtsILrfiES". > 1 YR ¢t￿lt￿S 644 IIET CUARENT ASSETS 25.919 4.625 ¢+ET ASSETS 4,625 FUNDS Sppoficfvn AtCumulatÈd Surplus 1,087 3.$38 19.616 21,939 4.625 Restr*ted.' Specificfvnd P¢ope￿Iu￿d 21,929 4,125 Th8 allcov8ry Found?￿on OTES ro THE FINAPICIAL STATEMENTS FOR THE YEAR ENDED 31 41ARCH 2022 11 ACCOUNTIFIG POLIUES lal The finèDci315t3tementsh3ve been piepar￿ under the hisiofitalcostcrH)¥ent￿n in attordancE applièd atCDuntihl Standardsand the513trtneNtuf Actountin8Pratrrce-Accouniing byCharitSe Ibl Restriued luth￿$ repiesentthe lundsof the ftecovery Foundation whith 3rE 5ubieo iospecific re5trTrcisonsreeardlng gener* puip05esof thecharlty. Icl Income arisingfrom dooationsunder deed of Covefiant artd gift3id toÉethÈrw5th the rdated tax cre&ii are re(llEni5edwhÈn thedonatson is ieieived. Other income 55 accounied for on a receivable b39S. Idl Fixtuiesandfittings puithasEd fDrthE Re￿yeryFOund8lion aredepreoated on b straight line bags ower fouryeais. iiem5 with 4 puriha5e piireof £75Oorle5s arewrttten off Sn the perlod of pufchase. The RKov¢ry FoundJ14¢• IklCOMING ResovR¢ES Forlbg 12 M•nth$ to31st Mar2023 Unm6tfi¢tsa Funds R•4tri¢tstt ÉrtdOi¥mont Fun& Funds Totsl Funttl 2022 Tothi Ftynd$ Totsl Fund VaDarbc* COMING RESOURCES Dan3tians 7.882 1fj.8011 re¢over8ble Legacv Sundrydonaiions Glft dav 670 070 670 7,882 Othervoknnlarylnrornv Grants 44.210 44.2fO 44.210 44.21 d4.2to 44,210 GrNs ￿c￿7r8￿mrnOVg￿ts nner&dènce SDÉialevents olh•rotd67aryth¢L￿Je Merchandise incorne Ii)¢tsinO ￿￿M￿Yes1MenI Intere5t&invellmen15 TofAL INCOMING RESOURCES 46.Qf8 48,015 J7,947 Recovery Foundation RESOURCES USED For thè 12 month$ to 31st Mar2022 Re6trtGted Endowment Fund$ Fund8 Total Funds 2022 Tot81 Futhd8 2021 Totsl Funds Funds RESOURCES USED Grnnls (ilisston & OutsFach} Art in the parks Others Imissign & Outreochl 3.837 3.837 13.8371 3,837 3.837 13,8J71 Dmeclly ￿181￿9101he wkollhe owaniselkni Merchandise 1.167 4.573 227 1,167 4,573 227 360 5,701 508 918 12481 Joo Professional fees Man38ement Fees- Get Grdnts 5unttrle5 13601 5.701 229 12801 12,537 12,5J7 1.447 Fvndrnismglmm evenls and acbwtss Sxlal events thrittmas f3yre Coffee shop PUfch3ses Printing & Starionery Postage Computerexpenditure Salaries & Nl 1,303 235 4,289 6,531 1,303 235 4.269 6.531 Yoo 12.337 12.327 1,991 110,3421 TOTAL RESOSJRCES USED 28.711 28.711 {25,269 Independent examiner’s report to the trustees of The Recovery Foundation I report to the trustees on my examination of the accounts of the Recovery Foundation for the year ended 31[st] March 2022. Responsibilities and basis of report As the charity trustees of the Trust you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (‘the Act’). I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. Independent examiner’s statement I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect: 1. Accounting records were not kept in respect of the Foundation as required by section 130 of the Act I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached. Signed: Name: Rachel Gregory Relevant professional qualification or membership of professional bodies (if any): Association Of Accounting Technician Final Award Address: 58 Rosslyn Road, Walmley, Sutton Coldfield, B76 1HF Date: 16[th] January 2023 Independent examination of charity accounts: Directions and guidance for examiners (CC32)