THE REC FOUNDATION REPORT & FINANCIAL STA YEAR END MAR -i¥&iio PORTN This year has again been a enormous challenge for The Recovery Foundation with the continuing pressure of accessing grants and raising funds. The number of successful bids has reduced due to the economic climate and so we have had to be more creative in our thinking about how we continue to progress and continue to offer Hope and Recovery to our community. This we have continued to do. We have seen a transformation in the needs of people who access our services. There has been a real change in what people need and find supportive. The Woodland Wellbeing has been a great success with our funders IThe People Health Trust) continuing to support this wonderful initiative that has had so much positive feedback from the participants. Added to this the Art groups are increasing in numbers through word of mouth and have been a huge success. We are delivering support over several sites lincluding expanding within Sutton Coldfield thanks to funding from Sutton Coldfield Charitable Trust) with participants averaging 25 to 30 at each session. Even though we have changed and adapted to the needs of our community and re focussed our energies on different approaches the number of people in our community who utilise our services continues to grow. Not only have the numbers of people utilising our services have increased but the complexity of the needs and problems people have broadened. The cost of living with social and financial problems has led us to expand our network and signpost people to the support they need. More people have complex problems such as dual diagnosis increased social anxiety and complicated relationships and our team are spending a greater time offering one to one support. Our community is wonderfully diverse but with that comes a wider range of needs and the requirement for us to be flexible and creative in how we deliver interventions and signpost people to appropriate services. Training and support initiatives continue under our wider remit in relation to HOPE groups and our support to Ingeus UK and other services. We have needed to adapt in relation to our NHS partners with the changes in mental health provision to young people in Birmingham and Solihull. Our relationships with our partners remain strong and healthy enabling effective partnership working to support our communities. The Recovery Foundation has been successful for five years now and as the politie81 climate changes sa do we. We have ad2Pted well to the challenges that have been put before us. l am particularly proud of how the staff and volunteers have embraced Ihese changes and taken them forward. We have more and more people using our services and for that we are proud that we continuing to make a difference in the community. This past year has been a real challenge for the Trustees and l am grateful of their commitment and passion in supporting the growlh of TRF. 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. Mark Harvey Chair ABOUT TRF Passing on the Hope we have by encouraging growth and recovery and positively impacting our community. MISSION To preserve and protect physical and mental health for the public benefit by'.- OBJECTIVES >> Working with those with mental health conditions. focusing on self- help 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 J Advancing education in mental health recovery. in particular but not exclusively, by focussing on peer supported recovery and self- development. www.therecoveryfoundation.org.uk CONTACT info@therecoveryfoundation.org.uk 07597 396107 Facebook.. @TRFHope Instagram.. @TRF.Hope MANAGEMENT Trustee Board: Mark Harvey Anna Beck Sophie Webber-Rose Dr Mark Bernard Jason Paul Chair Treasu rer Secretary Sènior Managèmènt Tèam: Emma Sithole Jacinta Edwards Angela Chapman Natalie Kibble Jenella Smith CEO coo Di rèctor Di rector Director We review our ai ms. objectives and activities each year. This review looks at what we achieved and thè outcomes of our work in the previous 12 month5. The review looks at the success of each key activity and the benefits they have broug ht 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 ou r stated pu rposes. 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. structurè, Govèrnaneè and Managèmènt: The Recovery Foundation is a Charitable Incorporated Organisation and registered as a charity on 21st February 2020. I,'iiii' There a re currently 5 trustees i n p05t. No trustees have benefitted financially from their role and operate on an entirely volu nta ry basis. The Board of Trustees meets every 4-6 weeks to ensu re the strategic direction and policy of the charity. Illf The Senior Management Team includ&5 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-OPPORTUNITV We provide a safe space where we encourage openness and honesty. 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 Creative Arts Programme We offer our Creative Arts Programme 5 days a week. Sessions include drop-ins, older adult groups and I: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 for12 months and includes care packages. meet ups. and workshops. Some ofthe workshops we have been able to offer this year include furniture upcycle. embroidery and woodland wellbeing. Moving Mountains Hope for young minds. A 4-week intervention for young people aged 14-25 who are struggling with their mental health. We've had the privilege to deliver this in schools and with The Princes Trust. IJNTfx OUR SUPPORT Woodland Wellbeing This is a 6 week peer support group that links the benefits of nature for mental health. Set in our local park, this group offers campfire activities, natural bushcraft and mindfulness to participants. Wel 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. OUR IMPACT IN NUMBERS 372 131 80% Individuals accessed our support of these completed a Hope Group were referrals received from external organisations 100% 134 9.8 attendees at Creative Art Courses our average score out of 10 for Hope Groups. would recommend us to a friend 96 'Attending this arts class has had a huge impact on my wellbeing. I've learnt so many art techniques alld idea5, but most importantly I've discovered how to enjoy the process without worrying about the outcome. By doing this, I was amazed to see that I created pieces l am truly proud of. The sessions have given me confidence, calm, and a real sense of achievement. This group has been a real lifeline and I'm so grateful for it. People accessed our Woodland Wellbeing Programme 'Hope Group helped me see light at the end of the tunnel & that l am not alone, and that it is okay to not be okay. 'SiDce attending The Recovery Foundation, my mental health and well being has improved and I feel less alone. 'Woodland Wellbeing gave us tools to enable our well-being, showing us the value of nature. It has enhanced my quality of life by bringing laughter, friendship and fun in a safe environment. OUR PLANS: 2025126 WILL SEE US CONTINUE TO DEVELOP OUR EXISTING GROUPS AND WIDEN OUR REFERRAL BASE. WE WILL ALSO INCREASE OUR VOLUNTEERS TO INCLUDE COMMUNITY LINK VOLUNTEERS FOR INCREASED SIGNPOSTING. WOODLAND WELLBEING We hope to continue to expand this group. including publishing our research using clinically validated measures to demonstrate the importance of nature for mental health. VOLUNTEERING We plan to increase our volunteering opportunities to include a Fundraising Committee and 2 Community Llnk Volunteers. This new role will support our signposting for our participants. HOPE COMMUNITY Increasing co-production opportunities for our participants by developing our Hope Community to ensure it offers the support that best suits our local community. . Lt O}lJ IT:tI ," A huge thank you to all our funders this year, we couldn't do this without you! people's health trust Sutt(¥n Coldffield Charitoble Trust The Eveson Charitable Trust AWAAtsS FORAiL LOTTERY FUNDED Birmingham City Council The Schreier Foundation Bentley Advancing Life Chances The Grimmitt Trust Dumbreck Charity The Kristina Martin Charitable Trust Pamela BarLow CharitabLe Trust Charitable Foundation The Grantham Yorke 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 2025 The Recovery Foundation Content5 of the financial statements for the year ended 31 March 2025 Page Report of the Trustees Independent Examiner's Report Statement of Financial Activities Balance Sheet Notes to the Financial Statements Detailed Statement of Financial Activities The Recovery Foundation Report of the Trustee5 year ended 31 March 2025 The trustees present their report along with the financial statements of the charity for the year ended 31 March 2025. The trustees have adopted the provisions of the Statement of Recommended Practice ISORPI Accounting and Reporting by Charities, issued in March 2005. REFERENCE AND ADMINSTRATIVE DETAILS Registered Charity number 1188110 Trustees Dr M 8ernard Mr M Harvey MrsA Beck Mrs S Webber-Rose Mrj 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.. 26/0612025 The Recovery Foundation Independent examiner's report to the trustees of The Recovery Foundation For the yearended 31 March 2025 I report on the accounts for the year ended 31 March 2025 set out on pages three to eight. Respertive 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 lunder section 144121 of the Charities Act 2011 Ithe 2011 Actll 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 Eiven by the Charity Commission (under 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 accountinE 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.. iii 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 have not been met,. or 121 to which in, in my opinion, attention should be drawn in order to enable a proper understanding of the Wychbury Lee 83 Blackwood Road Streetly, Sutton Coldfield West Midlands B74 3PW Date.. 26106/2025 The Recovery Foundation ststement of Financial Artivitie5 For the yearended 31 March 2025 Year Ended 3110312025 Unrestricted fund Year Ended 3110312025 Restricted fund Year Ended 3110312025 Total funds Year Ended 31103/2024 Total funds INCOMING RESOURCES Incoming resources from charitable artivites General Fundraisin8 98,377 59,739 158,115 165,931 Totsl incoming resources 98,377 59,739 158,115 165,931 RESOURCES EXPENDED Charitable activites General Fundraising Governance costs Other resources expended 96,428 15,342 8,819 39,228 861 2,987 135,655 16,203 11,806 125,787 14,762 14,219 Totsl resources expended 120,588 43,076 163,665 154,768 NET INCOMING RESOURCES 122,2121 16,662 15,5491 11,163 RECONCILIATION OF FUNDS Totsl funds brough forward 24,757 4,520 29,277 18,114 TOTAL FUNDS CARRIED FORWARD 2,546 21,182 23,728 29,277 The notes form part of these financial statements The Recovery Foundation Balance Sheet For the yearended 31 March 2025 Year Ended 3110312025 Total funds Year Ended 3110312024 Total funds FIXED ASSETS Computer Equipment 1,192 947 CURRENT ASSETS Debtors Cash at bank 42 1,483 28,119 24,414 24,455 29,602 CREDITORS Amounts falling due within one year 1,920 1,272 NET CURRENT ASSETS 23,728 29,277 NET ASSETS 23,728 29,277 FUNDS Unrestricted Restricted 2,546 21,182 30,957 11,6801 23,728 29,277 The financial statements were approved by the Board of Trustees on 30 June 2025 and were signed on its behalf by.. Mr M Harvey- Chair Mrs A Beck - Trustee The notes form part of these financial statements The Recovery Foundation Notes to the Financial Statements For the yearended 31 March 2025 ACCOUNTING POLICIES Accountlng conventlon The financial statements have been prepared under the historical cost convention, and in accordance with the Financial Reporting Standard for Smaller Entities (effective April 20081. 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 accountin8 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. TRUSTEES, REMUNERATION AND BENEFITS There were no trustees remuneration or other benefits for the year ended 31 March 2025 nor for the period ended 31 March 2024. Trustees, expenses No trustees, expenses were paid for the year ended 31 March 2025 nor for the period ended 31 March 2024. The Recovery Foundation Notes to the Financial Statements- continued For the yearended 31 March 2025 DEBTORS: ACOUNTS FALLING DUE WITHIN ONE YEAR 31/0312025 31/0312024 Prepayments 42 1,483 CREDITORS: ACOUNTS FALLING DUE WITHIN ONE YEAR 3110312025 31/0312024 Paye and social security Accruals 162 I,iio 1,920 1,920 1,272 MOVEMENT IN FUNDS Net movement in funds At 0110412024 At 3110312025 Unrestricted funds Restricted funds 24,757 4,520 122,2121 16,662 2,546 21,182 TOTAL FUNDS 29,277 15,5491 23,728 Net movement in funds, included in the above are as follows.. Incoming resources Resources expended Movement in funds Unrestricted funds Restricted funds 98,377 59,739 120,588 43,076 122,2121 16,662 TOTAL FUNDS 158,115 163,665 15,5491 The Recovery Foundation Detailed Statement of Financial Activities For the yearended 31 March 2025 Year Ended 31103/2025 Unrestricted fund Year Ended 3110312025 Restricted fund Year Ended 3110312025 Total funds Year Ended 3110312024 Total funds INCOMING RESOURCES Incoming resources from charitable artivites Donations Training sold 12 month contracts Groups delivered Unrestricted grants Grants 549 31,234 20,864 230 45,500 549 31,234 20,864 230 45,500 59,739 880 66,556 10,149 2,960 5,990 79,396 59,739 98,377 59,739 158,115 165,931 Other Incomlng resources Merchandise income Totsl incoming resources 98,377 59,739 158,115 165,931 RESOURCES EXPENDED Charitable activites Activities Salaries & Nl Facilitator traininE Sessional pay Room hire 4,690 45,113 11,201 30,596 4,828 1,320 30,723 6,010 75,836 11,201 34,240 8,368 2,090 66,064 3,187 46.867 7,580 3,644 3,540 96,428 39,228 135,655 125,787 Governance costs Merchandise & resources Insurance Professional fees Management Fees Sundries 6,608 321 1,447 6,829 138 854 7,462 321 1,454 6,829 138 4,241 240 2,722 5,121 2,438 15,342 861 16,203 14,762 This page does not form part of the statutory financial statements The Recovery Foundation Detailed Statement of Financial Activities For the yearended 31 March 2025 Year Ended 31103/2025 Unrestricted fund Year Ended 3110312025 Restricted fund Year Ended 3110312025 Total funds Year Ended 3110312024 Total funds Other resources expended Printing & Stationery Postage Telephone & computer expenditure Travel expenses Audit and accountancy Depreciation 1,973 388 2,710 2,304 810 634 39 339 82 2,011 726 2,792 3,062 2,580 634 6,291 195 2,553 3,637 1,260 282 758 1,770 8,819 2,987 11,806 14,219 Total resources expended 120,588 43,076 163,665 154,768 Net income 122,2121 16,662 15,5491 11,163 This page does not form part of the statutory financial statements