# THE RECOVERY FOUNDATION
**TRUSTEES REPORT & FINANCIAL STATEMENTS** YEAR END MARCH 2023
**CHARITY NUMBER**
1188110
## TRUSTEE REPORT
In September 2023, the Centre for Mental Health published “A Mentally Healthier Nation”, which has been developed by organisations across the UK to improve the mental health of the United Kingdom over the next 10-years. The publication highlighted that the Covid-19 pandemic, cost of living crisis, and cuts to public services have reduced the resilience and mental health of the UK population. Over the past year, The Recovery Foundation (TRF) has continued to play its part in improving the resilience and mental health of people in UK by harnessing the power of hope through our community and training programs.
Over the past year, TRF has provided direct support to 245 individuals, which is an increase of 51% compared to 2021/22. Individuals who received support from TRF during this past year continue to rate it very highly with 100% rating our support as good, very good, or excellent.
The first group developed by TRF was the Hope in Recovery Group and this group remains the foundation of our evolving range of support, programs, and training. Over the past year, over 100 individuals completed a Hope Group and rated it very positively. In addition, to its flagship Hope Group, TRF has maintained its Hope Community, Creative Arts, and Moving Mountains groups. TRF has developed two new pilot programs including Mending Minds and Rainbow Minds Matter to provide mental health support for people in Crisis and for people in the LGBTQIA+ community respectively. TRF has continued to train staff locally and nationally and in the past year it has trained 160 staff, which is an increase of 60% compared to 2021/22.
TRF continues to work with the two main local NHS commissioned providers of secondary mental health service including Birmingham and Solihull Mental Health Foundation Trust (BSMHFT) and Forward-Thinking Birmingham (FTB). TRF are supporting FTB to develop their peer support program by training their peer workers to facilitate Hope Groups in different mental health pathways. TRF continues to work with and develop its strong partnership with Ingeus UK.
In the year ahead, we are looking forward to piloting a new Space for Men Group and a Independent Life Skills group aimed at helping people early in their recovery with the development of life skills. TRF will be adding to its existing portfolio of projects with Krumpole’s Kingdom, which is the first in a planned line of children’s books aimed at facilitating adjustment to difficult life experiences and promoting mental health in children. Given the growth of TRF, we are hoping to add additional Trustee’s to support the next phase of development for TRF.
TRF are grateful for the wide range of funders whose generous support has made all this possible. We would like to thank all our funders who have contributed to TRF over the past year and those who have devoted their time to TRF including our volunteers and staff. Over the next year, TRF will continue to raise local and national awareness of the importance of mental health and the pivotal role that hope can play in recovery.
Dr. Mark Bernard Interim Chair
## 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.
www.therecoveryfoundation.org.uk
## **CONTACT**
info@therecoveryfoundation.org.uk
07597 396107
Facebook: @TRFHope Instagram: @TRF.Hope
## **MANAGEMENT**
## **Trustee Board:**
Dr Mark Bernard Interim Chair Anna Beck Treasurer Sophie Webber-Rose Secretary Rev. Oliver Harrison Mary T Roban
## **Senior Management Team:**
Emma Sithole CEO Jacinta Edwards COO Angela Chapman Director Natalie Kibble Director Jenella Smith Director
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.
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.
There are currently 5 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.
The Senior Management Team includes 5 people, 3 of which are on payroll and the other 2 are 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
## **CO-PRODUCED SUPPORT PROGRAMMES FOR MENTAL HEALTH RECOVERY**
## **Hope Groups**
Our 4 week peer support groups run online and inperson. Themes covered include crisis, acceptance and growth. We also offer the option to train to become a Facilitator.
**Hope Community** Follow-up support for 12 months after a Hope Group. This includes care packages, meet ups, and workshops.
## **Creative Arts Programme**
We offer our Creative Arts Programme 5 days a week. Sessions include drop-ins, older adult groups and 1:1 bespoke sessions.
## **Mending Minds**
A tailored, gentle support group to help individuals understand how to cope when in crisis with their mental health. This is in pilot phase.
**Rainbow Minds Matter** Hope Groups re-worked for the LGBTQIA+ Community. A safe and supportive environment for individuals who need mental health support. This is in pilot phase.
## **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.
## **Training**
We offer a training calendar throughout the year. Currently we offer 3 off the shelf courses and the option for bespoke training .
## **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
## **245**
Individuals accessed our support
## **105**
of these completed a Hope Group
100%
rated our support as good, very good or excellent
## **79%**
were self referrals
## **100%**
would recommend us to a friend
## **9.5**
our average score out of 10 for Hope Groups.
**‘I have ADHD and really struggle to participate in sessions like these usually as I get restless and bored easy. I have not felt like this at all over these sessions and that is very rare and down to the staff being engaging.'**
**'Attending these art groups has opened up a new love for art and creativity. I now spend any spare minute I have painting or creating.’**
**‘Coming to art groups has made me look at the world in a more detailed way and I am noticing all the little details around me. Having the company and conversation is so good for my mental wellbeing.’**
**160**
## **90**
**93**
People accessed our training
attendees at Creative Art Courses
Attendees at the Hope Celebration
## **OUR PLANS:**
**2023/24 WILL SEE NEW GROUPS STARTING AND THE EXPANSION OF OUR PROGRAMME AND SUPPORT OFFERED.**
## **RAINBOW MINDS MATTER**
We will complete the pilot phase for Rainbow Minds Matter and roll out this new programme from June 2023.
## **SPACE FOR MEN**
Our new Men’s mental health programme is in development and will go to pilot in April 2023. We hope to launch this in the Autumn of 2023.
## **CRISIS SUPPORT**
This will complete pilot phase in the April of 2023 and we will launch the programme through our local contacts with Social Prescribers.
## **CREATIVE ARTS PROGRAMME**
This will include new workshops and drop-in sessions. We hope to offer free creative art sessions to around 130 people in the next financial year.
## **KRUMPOLE’S KINGDOM**
We hope to pilot the first in a series of children’s picture books that help children explore difficult mental health topics from August 2023.
## FUNDERS
**A huge thank you to all our funders this year, we couldn't do this without you!**
The Grimmitt Trust The Owen Family Trust
PARTNERSHIPS
WHO WE WORK WITH:
Recovery
College
FORALL
Birmingham and Solihull
Mental Health
NHS
NHS Foundation Trust
ForwardThinking
Birmingham
+.
ingeus
**REGISTERED CHARITY NUMBER: 1188110**
## **The Recovery Foundation**
Financial Statements For the year ended 31 March 2023
## **The Recovery Foundation**
## **Contents of the financial statements for the year ended 31 March 2023**
||Page|
|---|---|
|Report of the Trustees|1|
|Independent Examiner's Report|2|
|Statement of Financial Activities|3|
|Balance Sheet|4|
|Notes to the Financial Statements|5-6|
|Detailed Statement of Financial Activities|7-8|
## **The Recovery Foundation**
## **Report of the Trustees year ended 31 March 2023**
The trustees present their report along with the financial statements of the charity for the year ended 31 March 2023. The trustees have adopted the provisions of the Statement of Recommended Practice (SORP) Accounting and Reporting by Charities' issued in March 2005.
## **REFERENCE AND ADMINSTRATIVE DETAILS**
## **Registered Charity number**
1188110
## **Trustees**
Dr M Bernard Ms T Roban Mrs A Beck Mrs S Webber-Rose Rev. O Harrison
## **Independent examiner**
Wychbury Lee 83 Blackwood Road Streetly West Midlands B74 3PW
## **STRUCTURE, GOVERNANCE AND MANAGEMENT**
The charity is controlled by its governing document, a deed of trust, and constitutes an incorporated charity
## **Risk management**
The trustees have a duty to identify and review the risks to which the charity is exposed and to ensure appropriate controls are in place to provide reasonable assurance against fraud and error.
## **ON BEHALF OF THE BOARD:**
…......................................... Dr M Bernard - Trustee - Interim Chair
Date…....................................25th January 2024
Page 1
## **The Recovery Foundation**
## **Independent examiner's report to the trustees of The Recovery Foundation For the year ended 31 March 2023**
I report on the accounts for the year ended 31 March 2023 set out on pages three to eight.
## **Respective resonbilities of trustees and examiner**
The charity's trustees are responsible for the preparation of the accounts. The charity's trustees consider that an audit is not required for this year (under section 144(2) of the Charities Act 2011 (the 2011 Act)) and that an independent examination is required.
It is my responsibilty to:
- examine the accounts under section 145 of the 2011 Act
- to follow the procedures laid down in the General Directions given by the Charity Commission (under
- - Section 145(5)(b) of the 2011 Act); and
- to state whether particular matters have come to my attention.
## **Basis of the independent examiner's report**
My examination was carried out in accordance with the General Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts and seeking explanations from you as trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is given as to whether the accounts present a 'true and fair view' and the report is limited to thoses matters set out in the statement below.
## **Independent exmainer's statement**
In connection with my examination, no matter has come to my attention:
- (1) which gives me reasonable cause to believe that, in any material respect, the requirements
- to keep accounting records in accordance with Section 130 of the 2001 Act; and to prepare accounts which accord with the accounting records and to comply with the accounting
- - requirements of the 2001 Act
have not been met; or
- to which in, in my opinion, attention should be drawn in order to enable a proper understanding of the
- (2) accounts to be reached.
Wychbury Lee 83 Blackwood Road Streetly Sutton Coldfield West Midlands B74 3PW Date: 23rd January 2024
Page 2
**The Recovery Foundation**
## **Statement of Financial Activities For the year ended 31 March 2023**
|**INCOMING RESOURCES**
**Incoming resources from charitable activites**
General Fundraising
**Total incoming resources**
**RESOURCES EXPENDED**
**Charitable activites**
General Fundraising
Governance costs
Other resources expended
**Total resources expended**
**NET INCOMING RESOURCES**
**RECONCILIATION OF FUNDS**
**Total funds brough forward**
**TOTAL FUNDS CARRIED FORWARD**|Year Ended
31/03/2023
Unrestricted
fund
£
21,619
21,619
5,401
13,297
7,620
26,318
(4,698)
19,617|Year Ended
31/03/2023
Restricted
fund
£
61,440
61,440
60,556
60,556
884
2,312
3,196|Year Ended
31/03/2023
Total funds
£
83,059
83,059
65,957
13,297
7,620
86,874
(3,815)
21,929
18,114|Year Ended
31/03/2022
Total funds
£
46,015|
|---|---|---|---|---|
|||||46,015
3,837
12,537
12,337|
|||||28,711|
|||||17,303
4,625|
||14,918|||21,929|
The notes form part of these financial statements
Page 3
## **The Recovery Foundation**
## **Balance Sheet**
## **For the year ended 31 March 2023**
|**CURRENT ASSETS**
Debtors
Cash at bank
**CREDITORS**
Amounts falling due within one year
**NET CURRENT ASSETS**
**NET ASSETS**
**FUNDS**
Unrestricted
Restricted|Year Ended
31/03/2023
Total funds
£
500
19,072
19,572
1,458
18,114
18,114
14,918
3,196
18,114|Year Ended
31/03/2022
Total funds
£
750
21,822|
|---|---|---|
|||22,572
644|
|||21,929|
|||21,929|
|||19,617
2,312|
|||21,929|
The financial statements were approved by the Board of Trustees on 23 January 2024 and were signed on its behalf by:
…......................................... Dr M Bernard - Interim Chair
…......................................... Mrs A Beck - Trustee
The notes form part of these financial statements
Page 4
**The Recovery Foundation**
**Notes to the Financial Statements For the year ended 31 March 2023**
## **1. ACCOUNTING POLICIES**
## **Accounting convention**
The financial statements have been prepared under the historical cost convention, and in accordance with the Financial Reporting Standard for Smaller Entities (effective April 2008). The Charities Act 2011 and the requirements of the Statement of Recommended Practice, Acocunting and Reporting by Charities.
## **Incoming resources**
All incoming resources are included on the Statement of Financial Activities when the charity is legally entitiled to the income and the amount can be quantified with reasonable accuracy.
## **Resources expended**
Expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all cost related to the category. Where costs cannot be directly attributed to particular headings, they have been allocated to activities on a basis consistent with the use of resources. Grants offered subject to conditions which have not been met at the year end date are noted as a commitment but not accrued as expenditure.
## **Taxation**
The charity is exempt from tax on its charitable activities.
## **Fund accounting**
Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the trustees
Restricted funds can only be used for particular restricted purposes within the objects of the charity. Restrictions arise when specified by the donor or when funds are raised for particular restricted purposes.
Further explanation of the nature and purpose of each fund is included in the notes to the financial statements.
## **2. TRUSTEES' REMUNERATION AND BENEFITS**
There were no trustees remuneration or other benefits for the year ended 31 March 2023 nor for the period ended 31 March 2022.
## **Trustees' expenses**
No trustess' expenses were paid for the year ended 31 March 2023 nor for the period ended 31 March 2022.
Page 5
**The Recovery Foundation**
## **Notes to the Financial Statements - continued For the year ended 31 March 2023**
|**3.**
**DEBTORS: ACOUNTS FALLING DUE WITHIN ONE YEAR**
Prepayments
**4.**
**CREDITORS: ACOUNTS FALLING DUE WITHIN ONE YEAR**
Paye and social security
Accruals
**5.**
**MOVEMENT IN FUNDS**
At
01/04/2022
£
Unrestricted funds
19,617
Restricted funds
2,312
**TOTAL FUNDS**
21,929
Net movement in funds, included in the above are as follows:
Incoming
resources
£
Unrestricted funds
21,619
Restricted funds
61,440
**TOTAL FUNDS**
83,059|31/03/2023
500
31/03/2023
498
960
1,458
Net
movement
in funds
£
(4,698)
884
(3,815)
Resources
expended
£
26,318
60,556
86,874|31/12/2022
750|
|---|---|---|
|||31/12/2022
644
-|
|||644|
|||At
31/03/2023
£
14,918
3,196|
|||18,114|
|||Movement
in funds
£
(4,698)
884|
|||(3,815)|
Page 6
## **The Recovery Foundation**
## **Detailed Statement of Financial Activities For the year ended 31 March 2023**
|**INCOMEING RESOURCES**
**Incoming resources from charitable activites**
Donations
Grants
**Other incoming resources**
Merchandise income
**Total incoming resources**
**RESOURCES EXPENDED**
**Charitable activites**
Art in the parks
Hope groups
Creative Arts
Hope Celebration
Others (Mission & Outreach)
**Governance costs**
Merchandise & resources
Facilitator training
Sessional pay
Insurance
Professional fees
Management Fees
Sundries|Year Ended
31/03/2023
Unrestricted
fund
£
3,370
18,249
21,619
21,619
1,010
250
4,141
5,401
900
7,304
21
5,027
45
13,297|Year Ended
31/03/2023
Restricted
fund
£
61,440
61,440
61,440
39,893
20,663
60,556
-|Year Ended
31/03/2023
Total funds
£
3,370
79,689
83,059
-
83,059
39,893
20,663
1,010
250
4,141
65,957
900
7,304
21
-
5,027
45
13,297|Year Ended
31/03/2022
Total funds
£
1,751
44,210|
|---|---|---|---|---|
|||||45,961
54|
|||||46,015
3,837|
|||||3,837
1,167
4,573
227
360
5700.5
508|
|||||12,537|
This page does note from part of the statutory financial statements
Page 7
## **The Recovery Foundation**
## **Detailed Statement of Financial Activities For the year ended 31 March 2023**
|**Other resources expended**
Printing & Stationery
Postage
Telephone & computer expenditure
Travel expenses
Salaries & NI
Audit and accountancy
**Total resources expended**
**Net income**|Year Ended
31/03/2023
Unrestricted
fund
£
358
6,302
960
7,620
26,318|Year Ended
31/03/2023
Restricted
fund
£
-
60,556
884|Year Ended
31/03/2023
Total funds
£
-
-
-
358
6,302
960
7,620
86,874
(3,815)|Year Ended
31/03/2022
Total funds
£
1,303
235
4,269
6,531|
|---|---|---|---|---|
|||||12,337
28,711|
||(4,698)|||17,303|
This page does note from part of the statutory financial statements
Page 8