TRUSTEES REPORT & FINANCIAL STATEMENTS YEAR END MARCH 2024
CHARITY NUMBER
1188110
TRUSTEE REPORT
The past year has seen much development for The Recovery Foundation (TRF). In the everchanging charity landscape, we are proud of how TRF has been able to respond quickly to feedback and adapt its services to enable us to ensure we remain relevant and sustainable. This means new groups have been progressed and piloted and our bespoke training has become a viable source of income for the future.
Taking stock of what has been TRF’s biggest year of growth to date, we have seen an increase in the amount of people we support, our services, and our staffing. Our values continue to be reflected through everything we offer, from our internal processes to our service delivery and within the lives of our staff team who go above and beyond.
In 2023/24 we offered direct support to over 350 individuals. We have delivered a wide variety of services including our Hope Groups and Hope Community, Creative Arts Programme, and Moving Mountains youth programme. This year has also seen the pilot of exciting new projects; Rainbow Minds Matter, Mending Minds and Space for Men.
We continue to develop our partnerships with the two main local NHS commissioned providers of secondary mental health service; Birmingham and Solihull Mental Health Foundation Trust (BSMHFT) and Forward-Thinking Birmingham (FTB). TRF also continues to work with commissioned rehabilitation services: Ingeus UK.
Our training courses have been delivered nationally and we have expanded these to offer 7 unique courses that offer deeper insight into mental illness and recovery. TRF have had the privilege to deliver these to 230 individuals.
As we look to our next year ahead, TRF will continue to offer HOPE, to use our lived experience to support others and encourage growth and recovery, all while positively impacting our community.
We have more challenges ahead as we continue to grow. The pressure on charities continues to increase with less funding available and tougher times in accessing grants and funding. We are very aware of these, as well as those changes in the health services, and we have adapted to meet those challenges.
We would like to thank all those who work for us and with us, our participants, our funders, supporters and partners. With your continued support we look forward to celebrating our 5th anniversary next year and the journey that lies ahead.
On a personal note, I am proud to have been successfully appointed in April 2024 to Chair the Recovery Foundation. A Charity that is committed to those who use the services and whose core values are exceptional.
Mark Harvey 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:
Mark Harvey Chair Anna Beck Treasurer Sophie Webber-Rose Secretary Dr Mark Bernard Jason Paul
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.
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. 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. 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.
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 in-person. Themes covered include crisis, acceptance and growth. We also offer the option to train to become a Facilitator and to join our Hope Community afterwards.
Rainbow Minds Matter
Hope Groups re-worked for the LGBTQIA+ Community. A safe and supportive environment for individuals who need mental health support. The Hope Community is available afterwards
Space for Men
Hope Groups re-worked for men. A safe and supportive environment for men who need mental health support.
Mending Minds
A tailored, gentle support group to help individuals understand how to cope when in crisis with their mental health. Practical ongoing support.
Moving Mountains
Hope for young minds. A 4-week intervention for young people aged 1425 who are struggling with their mental health. We’ve had the privilege to deliver this in schools and with The Princes Trust.
OUR SUPPORT
Training
We have been able to expand the training we offer to include 7 courses. We have delivered this across England to over 250 individuals this year. Our courses remain popular among those working in the healthcare and justice sectors.
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. Those who attended our Creative Arts Programme this year had the opportunity to showcase their work at our annual Hope Celebration.
Hope Community
This is our follow-up support for 12 months and includes care packages, meet ups, and workshops. Some of the workshops we have been able to offer this year include furniture upcycle, embroidery and woodland wellbeing.
The Hope Celebration is our annual event where participants can attend and celebrate how far we have come in our recovery journeys.
OUR IMPACT IN NUMBERS
350
137
80%
Individuals accessed our support
100% would
recommend us to a friend
of these completed a Hope Group
120
attendees at Creative Art Courses
were referrals received from external organisations
9.7 our average score out of 10 for Hope Groups.
230
People accessed our training
‘The group has given me confidence in my art. A chance to talk to like minded people about all subjects including art. It has given me a purpose and more confidence. The people are fantastic and we have all become friends and share our interests. Our group leader is amazing – patient, caring and inspiring to us all. This group has been a real help to my mental health and a great aid to concentration. I have learnt that we can all be artistic in our own way and share our art with others.’
‘I enjoyed having a structured time and space where it was safe to discuss mental health concerns among likeminded people. This group has really helped me in my recovery.’
‘This group has been a lifeline for me. I am a carer to an older relative as well as living with my own mental health issues.’
‘Participating in group sessions provided a safe space for deep and meaningful conversations, where I found some peace in the shared experiences of others facing similar struggles. It was here that I realised I was not alone in my journey towards healing.
OUR PLANS:
2024/25 WILL SEE US CONTINUE TO DEVELOP OUR EXISTING GROUPS AND WIDEN OUR REFERRAL BASE. WE WILL ALSO WORK WITH OUR CURRENT PARTICIPANTS TO FURTHER DEVELOP OUR HOPE COMMUNTY
HOPE COMMUNITY
Working co-productively with our participants we will reconsider our Hope Community and what we offer. We aim to offer more regular support to more local people and to make our groups more accessible.
CREATIVE ARTS PROGRAMME
We plan to continue developing our Creative Arts Programme and expand our groups further into Sutton Coldfield. We will also develop our 1:1 support.
WOODLAND WELLBEING
We hope to develop and deliver a regular Woodland Wellbeing group, after a successful pilot. This will offer support for mental wellbeing utilising nature and creativity.
FUNDERS
A huge thank you to all our funders this year, we couldn't do this without you!
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Bentley Advancing Life Chances
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Eric W Vincent Trust
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The Grimmitt Trust
The George Henry Collins Charity The Owen Family Trust The Saintbury Trust
PARTNERSHIPS WHO WE WORK WITH: Recovery College FOR ALL 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 2024
The Recovery Foundation
Contents of the financial statements for the year ended 31 March 2024
| 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 2024
The trustees present their report along with the financial statements of the charity for the year ended 31 March 2024. 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 Mr M Harvey Mrs A Beck Mrs S Webber-Rose Mr J Paul
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:
Mr M Harvey - Chair
Date: 15/11/24
Page 1
The Recovery Foundation
Independent examiner's report to the trustees of The Recovery Foundation For the year ended 31 March 2024
I report on the accounts for the year ended 31 March 2024 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:
Page 2
The Recovery Foundation
Statement of Financial Activities For the year ended 31 March 2024
| 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 31/03/2024 Unrestricted fund £ 86,525 86,525 58,244 7,117 7,650 73,011 13,514 17,443 |
Year Ended 31/03/2024 Restricted fund £ 79,406 79,406 67,544 7,645 6,569 81,757 (2,351) 671 (1,680) |
Year Ended 31/03/2024 Total funds £ 165,931 165,931 125,787 14,762 14,219 154,768 11,163 18,114 29,277 |
Year Ended 31/03/2023 Total funds £ 83,059 |
|---|---|---|---|---|
| 83,059 65,957 13,297 7,620 |
||||
| 86,874 | ||||
| (3,815) 21,929 |
||||
| 30,957 | 18,114 |
The notes form part of these financial statements
Page 3
The Recovery Foundation
Balance Sheet
For the year ended 31 March 2024
| FIXED ASSETS Computer Equipment CURRENT ASSETS Debtors Cash at bank CREDITORS Amounts falling due within one year NET CURRENT ASSETS NET ASSETS FUNDS Unrestricted Restricted |
Year Ended 31/03/2024 Total funds £ 947 1,483 28,119 29,602 1,272 29,277 29,277 30,957 (1,680) 29,277 |
Year Ended 31/03/2023 Total funds £ - 500 19,072 |
|---|---|---|
| 19,572 1,458 |
||
| 18,114 | ||
| 18,114 | ||
| 14,918 3,196 |
||
| 18,114 |
The financial statements were approved by the Board of Trustees on XX XXXX XX and were signed on its behalf by:
…......................................... Mr M Harvey - 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 2024
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 2024 nor for the period ended 31 March 2023.
Trustees' expenses
No trustees' expenses were paid for the year ended 31 March 2024 nor for the period ended 31 March 2023.
Page 5
The Recovery Foundation
Notes to the Financial Statements - continued For the year ended 31 March 2024
| 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 01/04/2023 £ Unrestricted funds 17,443 Restricted funds 671 TOTAL FUNDS 18,114 Net movement in funds, included in the above are as follows: Incoming resources £ Unrestricted funds 86,525 Restricted funds 79,406 TOTAL FUNDS 165,931 |
31/03/2024 1,483 31/03/2024 162 1,110 1,272 Net movement in funds £ 13,514 (2,351) 11,163 Resources expended £ 73,011 81,757 154,768 |
31/03/2023 500 |
|---|---|---|
| 31/03/2023 498 - |
||
| 498 | ||
| At 31/03/2024 £ 30,957 (1,680) |
||
| 29,277 | ||
| Movement in funds £ 13,514 (2,351) |
||
| 11,163 |
Page 6
The Recovery Foundation
Detailed Statement of Financial Activities
For the year ended 31 March 2024
| INCOMING RESOURCES Incoming resources from charitable activites Donations Training sold 12 month contracts Groups delivered Unrestricted grants Grants Other incoming resources Merchandise income Total incoming resources RESOURCES EXPENDED Charitable activites Activities Salaries & NI Facilitator training Sessional pay Room hire Governance costs Merchandise & resources Insurance Professional fees Management Fees Sundries |
Year Ended 31/03/2024 Unrestricted fund £ 870 66,556 10,149 2,960 5,990 86,525 86,525 560 24,988 1,323 31,373 - 58,244 254 240 1,169 5,121 333 7,117 |
Year Ended 31/03/2024 Restricted fund £ 10 - - - - 79,396 79,406 79,406 1,530 41,075 1,865 15,494 7,580 67,544 3,987 - 1,553 - 2,105 7,645 |
Year Ended 31/03/2024 Total funds £ 880 66,556 10,149 2,960 5,990 79,396 165,931 - 165,931 2,090 66,064 3,187 46,867 7,580 125,787 4,241 240 2,722 5,121 2,438 14,762 |
Year Ended 31/03/2023 Total funds £ 3,370 - - - - 79,689 |
|---|---|---|---|---|
| 83,059 - |
||||
| 83,059 65,957 6,302 900 7,304 - |
||||
| 80,463 - 21 - 5,027 45 |
||||
| 5,093 |
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 2024
| Other resources expended Printing & Stationery Postage Telephone & computer expenditure Travel expenses Audit and accountancy Depreciation Total resources expended Net income |
Year Ended 31/03/2024 Unrestricted fund £ 2,048 79 1,004 2,976 1,260 282 7,650 73,011 |
Year Ended 31/03/2024 Restricted fund £ 4,243 116 1,549 661 - - 6,569 81,757 (2,351) |
Year Ended 31/03/2024 Total funds £ 6,291 195 2,553 3,637 1,260 282 14,219 154,768 11,163 |
Year Ended 31/03/2023 Total funds £ - - - 358 960 - |
|---|---|---|---|---|
| 1,318 86,874 |
||||
| 13,514 | (3,815) |
This page does note from part of the statutory financial statements
Page 8