
## **Trustees’ Annual Report for the period** 

**From  5TH APRIL 22 To 05 FEB 2023** 

## **Charity name: INWARDLY** 

## **Charity registration number: 1192987** 

## **Objectives and Activities** 

||SORP reference||
|---|---|---|
|Summary of the purposes of<br>the charity as set out in its<br>governing document|Para 1.17|Our purpose is to preserve and protect<br>physical and mental health for the public<br>benefit by providing free digital mental<br>health support resources and services,<br>importantly to bridge the gap between<br>diagnosis and waiting to see a therapist.|
|Summary of the main activities<br>in relation to those purposes for<br>the public benefit, in particular,<br>the activities, projects or<br>services identified in the<br>accounts.|Para 1.17 and 1.19|The main activities this financial year have<br>been laying down the foundations for the<br>charity, for example building up content and<br>assets for the website which will<br>predominantly host most of our materials.|
|Statement confirming whether<br>the trustees have had regard to<br>the guidance issued by the<br>Charity Commission on public<br>benefit|Para 1.18|I confirm that the Trustees at inwardly have<br>received, read and agreed to the guidance<br>issued by the Charity Commission on public<br>benefit.|



## **Additional information (optional)** 

You may choose to include further statements where relevant about: 

SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment 



Para 1.38 Contribution made by volunteers Other 

## **Achievements and Performance** 

||SORP reference||
|---|---|---|
|Summary of the main<br>achievements of the charity,<br>identifying the difference the<br>charity’s work has made to<br>the circumstances of its<br>beneficiaries and any wider<br>benefits to society as a<br>whole.|Para 1.20|Our first year has been focused on the<br>ground work of gathering materials for the<br>launch of our website. The resources are to<br>be comprehensive, working with volunteer<br>professional practitioners and the trustees,<br>so they will take some time - which we<br>planned for during our first year.<br>So far, we have built the main website<br>(which is now in draft), written the main<br>copy for the website for SEO, created all of<br>our charity branding materials, produced<br>audio recordings for the sleep section of the<br>site and have begun work storyboarding the<br>online CBT pre-recorded sections.<br>Our main priority this year has been to get<br>ourselves in a good position to launch the<br>website so it will provide valuable material<br>to those who are waiting to see a therapist.<br>So far we have managed to complete the<br>above for free, but this financial year we will<br>be discussing options for grants to help us<br>progress and complete our pre-recorded<br>sessions at a faster pace, along with<br>investigating a charity advisor.|



## **Additional information (optional)** 

You may choose to include further statements where relevant about: 

|Achievements against<br>objectives set|Para 1.41||
|---|---|---|
|Performance of fundraising<br>activities against objectives<br>set|Para 1.41||





||Investment performance<br>against objectives<br>Para 1.41<br>Other|
|---|---|





## **Financial Review** 

|**Financial Review**|||
|---|---|---|
|Review of the charity’s<br>financial position at the end<br>of the period|Para 1.21|So far the charity has had zero outgoings<br>and zero reserves.|
|Statement explaining the<br>policy for holding reserves<br>stating why they are held|Para 1.22|We currently have 0 financial reserves as<br>everything has been completed by the<br>trustees or on a voluntary basis. However,<br>any reserves the charity has in the future<br>must be spent solely for our charities<br>purposes. Any expenditure must be<br>approved by the Trustee Chair.|
|Amount of reserves held|Para 1.22|0|
|Reasons for holding zero<br>reserves|Para 1.22|The work carried out so far has been done<br>entirely on a voluntary basis and we’ll be<br>looking at grant options during this financial<br>year.|
|Details of fund materially in<br>deficit|Para 1.24|There is no deficit in funds for inwardly.|
|Explanation of any<br>uncertainties about the<br>charity continuing as a going<br>concern|Para 1.23|There are currently no concerns|



## **Additional information (optional)** 

You may choose to include further statements where relevant about: 

|The charity’s principal<br>sources of funds (including<br>any fundraising)|Para 1.47||
|---|---|---|
|Investment policy and<br>objectives including any<br>social investment policy<br>adopted|Para 1.46||
|A description of the principal<br>risks facing the charity|Para 1.46||
|Other|||





**Structure, Governance and Management** 

|Description of charity’s<br>trusts:|||
|---|---|---|
|Type of governing document<br>(trust deed, royal charter)|Para 1.25|CIO - FOUNDATION|
|How is the charity<br>constituted?<br>(e.g unincorporated<br>association, CIO)|Para 1.25|CIO|
|Trustee selection methods<br>including details of any<br>constitutional provisions e.g.<br>election to post or name of<br>any person or body entitled<br>to appoint one or more<br>trustees|Para 1.25|The Trustee selection process combines<br>election to post and vote through the<br>combined Trustees. The Trustee Chair<br>holds the deciding vote should this be<br>required.|



## **Additional information (optional)** 

You may choose to include further statements where relevant about: 

|Policies and procedures<br>adopted for the induction<br>and training of trustees|Para 1.51||
|---|---|---|
|The charity’s organisational<br>structure and any wider<br>network with which the<br>charity works|Para 1.51||
|Relationship with any related<br>parties|Para 1.51||
|Other|||



## **Reference and Administrative details** 

|Charity name|INWARDLY|
|---|---|
|Other name the charity uses||
|Registered charity number|**1192987**|





||Charity’s principal address<br>19 Aster Crescent<br>Emersons Green<br>Bristol<br>BS16 7LZ.|
|---|---|





## **Names of the charity trustees who manage the charity** 

||**Trustee name**|**Office (if any)**|**Dates acted if not for**<br>**whole year**|**Name of person (or body)**<br>**entitled to appoint trustee**<br>**(if any)**|
|---|---|---|---|---|
|1 <br>2 <br>3 <br>4<br>5<br>6<br>7<br>8<br>9<br>10<br>11<br>12<br>13<br>14<br>15<br>16<br>17<br>18<br>19<br>20|Lauren<br>Balasco|Chair|Since 01 November<br>2020|Lauren Balasco|
||Sandra<br>Reading||Since 01 November<br>2020|Sandra Reading|
||Sara Owen||Since 01 November<br>2020|Sara Owen|
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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 rf not for whole year

## **Funds held as custodian trustees on behalf of others** 

|Description of the assets<br>held in this capacity|None|
|---|---|
|Name and objects of the<br>charity on whose behalf the<br>assets are held and how this<br>falls within the custodian<br>charity’s objects|None|
|Details of arrangements for<br>safe custody and<br>segregation of such assets<br>from the charity’s own assets|N/A|



## **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** 

## **Name: Lauren Balasco** 

## **Position: Trustee Chair** 

**Date: 20/03/2023** 

## **Signature:** 


