
4 Hillview, Deanland 

Sixpenny Handley Dorset, SP5 5PG Reg Number: 1197114 www.tonyfarley.org 

## **Trustees’ Annual Report 2022 - The Tony Farley Foundation** 

Year ended 31 December 2022 

## **Reference and administratve details** 

Charity name: The Tony Farley Foundation Registered number: 1197114 (Charitable Incorporated Organisation) Date of registration: 14 December 2021 

Registered office: 27 Harness Close, Wimborne, Dorset, BH21 2UF (2022) 

_In 2025 this has changed to: 4 Hillview, Deanland, Sixpenny Handley, Dorset, SP5 5PG_ 

Governing document: Constitution of a CIO (Foundation model) adopted 28 October 2021 

## Trustees during 2022: 

- Lyndsey Booth (appointed 28 October 2021) - Zohar Marer (appointed 13 December 2021) 

## **Structure, governance and management** 

The Tony Farley Foundation is governed by its CIO constitution. The trustees are responsible for setting strategic direction, overseeing activities, and ensuring compliance with legal and regulatory obligations. 

During 2022, the trustees met four times to: 

- Discuss how to evolve and develop the charity’s structure and activities; - Plan recruitment of additional trustees to strengthen governance; 

- Review policies and procedures needed for future operations. 

## **Objectives and activities** 

The charity’s object is to advance education for the public benefit through the provision of grants of financial assistance to economically disadvantaged current or prospective students of the College of Practical Homeopathy (UK), to support them in the completion of their education and professional qualification in homeopathy. To meet this object, the Foundation intends to: 

- Provide financial assistance to students facing economic barriers to completing their training; 




4 Hillview, Deanland 

Sixpenny Handley Dorset, SP5 5PG Reg Number: 1197114 www.tonyfarley.org 

- Support these students in achieving professional qualifications; 

- Promote educational access and equal opportunity within homeopathy education. 

## **Public benefit statement** 

The trustees have had regard to the Charity Commission’s guidance on public benefit. By preparing to offer financial assistance to disadvantaged students, the Foundation’s work aligns with the advancement of education for public benefit. 

## **Achievements and performance for the year ended 31 December 2022** 

2022 was the charity’s first full financial year since registration. The trustees concentrated on establishing the necessary governance and administrative framework. 

## Key achievements: 

- Held four trustee meetings to plan the charity’s development; - Reviewed governance and administrative requirements for operating as a CIO; - Discussed strategies for trustee recruitment and long-term planning; 

- Outlined steps for fundraising and grant-making once operational. The Foundation did not undertake fundraising or make any grants during 2022 while foundational work continued. 

## **Financial review** 

The charity had no income and no expenses during the financial year ended 31 December 2022. No funds were held and there was no movement on reserves during the year. When operations commence, the trustees plan to maintain sufficient reserves to cover administrative costs and support consistent grant-making activity. 

## **Risk management** 

Key risks identified and addressed in 2022 included: 

- Governance and capacity risk: mitigated through plans to recruit additional trustees. 

- Operational readiness: addressed by developing procedures for future grant-making. 

- Financial control: minimal risk in 2022 as no transactions occurred. 

## **Plans for future periods** 

In 2023 and beyond, the trustees plan to: 

- Recruit additional trustees; 

- Develop a fundraising plan; 

- Launch the Foundation’s first grant-making round once funds are available; 




4 Hillview, Deanland 

Sixpenny Handley Dorset, SP5 5PG Reg Number: 1197114 www.tonyfarley.org 

- Maintain full compliance with Charity Commission requirements. 

## **Trustee responsibilities statement** 

The trustees are responsible for preparing this report and ensuring that proper accounting records are maintained in accordance with the Charities Act 2011. They confirm that they have complied with their duty to have due regard to the Charity Commission’s guidance on public benefit. 

## **Approval** 

This report was approved by the trustees on 31[st] October 2025 and signed on their behalf by: 


_________________________ **Zohar Marer** Trustee 

Date: 31[st] October 2025 




|**The Tony Farley Foundation**|**The Tony Farley Foundation**||**1197114**||
|---|---|---|---|---|
|**Receipts andpayments accounts**||||**CC16a**|
|**For the period**<br>**from**|14/12/2021|**To**|31/12/2022||



## **Section A Receipts and payments** 

|**A1 Receipts**|**Unrestricted**<br>**funds**<br>**to the nearest**<br>**£**<br>**N/A(£0.00)**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br> <br> <br>**N/A  (£0.00)**<br>**N/A  (£0.00)**<br>**-**<br>**-**<br> **N/A(£0.00)**|**Unrestricted**<br>**funds**<br>**to the nearest**<br>**£**<br>**N/A(£0.00)**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br> <br> <br>**N/A  (£0.00)**<br>**N/A  (£0.00)**<br>**-**<br>**-**<br> **N/A(£0.00)**|**Restricted**<br>**funds**<br>**to the nearest £**<br>**N/A(£0.00)**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**N/A  (£0.00)**<br>**N/A  (£0.00)**<br>**-**<br>**-**<br>**N/A(£0.00)**|**Restricted**<br>**funds**<br>**to the nearest £**<br>**N/A(£0.00)**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**N/A  (£0.00)**<br>**N/A  (£0.00)**<br>**-**<br>**-**<br>**N/A(£0.00)**|**Endowment**<br>**funds**<br>**to the nearest £**<br>**N/A(£0.00)**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**N/A  (£0.00)**<br>**N/A  (£0.00)**<br>**-**<br>**-**<br>**N/A(£0.00)**|**Endowment**<br>**funds**<br>**to the nearest £**<br>**N/A(£0.00)**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**N/A  (£0.00)**<br>**N/A  (£0.00)**<br>**-**<br>**-**<br>**N/A(£0.00)**|**Total funds**<br>**to the nearest £**<br>**N/A(£0.00)**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**N/A  (£0.00)**<br>**N/A  (£0.00)**<br>**-**<br>**-**<br>**N/A(£0.00)**<br>**N/A(£0.00)**|**Last year**<br>**to the nearest £**|
|---|---|---|---|---|---|---|---|---|
|N/A - No receipts|**N/A(£0.00)**|||||||**N/A(£0.00)**|
||**-**|||||||**-**|
||**-**|||||||**-**|
||**-**|||||||**-**|
||**-**|||||||**-**|
||**-**|||||||**-**|
||**-**|||||||**-**|
||**-**|||||||**-**|
|**_Sub total_**_(Gross income for_<br>_AR)_|<br> <br>**N/A  (£0.00)**|||||||**N/A  (£0.00)**|
||||||||||
|**A2 Asset and investment sales,**<br>**(see table).**|**N/A  (£0.00)**|||||||**N/A  (£0.00)**|
|N/A - No assets orsales|**-**||||||||
||**-**|||||||**-**|
|**_Sub total_**|**N/A(£0.00)**|||||||**N/A(£0.00)**|
|**_Total receipts_ **|||||||||
||**N/A(£0.00)**||**N/A(£0.00)**||**N/A(£0.00)**||**N/A(£0.00)**|**N/A(£0.00)**|
||**N/A(£0.00)**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br> **N/A  (£0.00)**<br>**N/A  (£0.00)**<br>**N/A(£0.00)**<br>**-**<br> **N/A(£0.00)**||**N/A(£0.00)**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**N/A  (£0.00)**<br>**N/A  (£0.00)**<br>**N/A(£0.00)**<br>**-**<br>**N/A(£0.00)**||**N/A(£0.00)**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**N/A  (£0.00)**<br>**N/A  (£0.00)**<br>**N/A(£0.00)**<br>**-**<br>**N/A(£0.00)**||||
|**A3 Payments**|**N/A(£0.00)**||||||**N/A  (£0.00)**|**N/A(£0.00)**|
|N/A - No Payments|**-**||||||**-**|**-**|
||**-**||||||**-**|**-**|
||**-**||||||**-**|**-**|
||**-**||||||**-**|**-**|
||**-**||||||**-**|**-**|
||**-**||||||**-**|**-**|
||**-**||||||**-**|**-**|
||**-**||||||**-**|**-**|
||**-**||||||**-**|**-**|
|**_Sub total_ **|**N/A  (£0.00)**||||||**N/A  (£0.00)**|**N/A  (£0.00)**|
||||||||||
|**A4 Asset and investment**<br>**purchases, (see table)**|**N/A  (£0.00)**|||||||**N/A  (£0.00)**|
|N/A - Nopurchases|**N/A(£0.00)**||||||||
||**-**||||||||
|**_Sub total_ **|**N/A(£0.00)**|||||||**N/A(£0.00)**|
|**_Total payments_ **<br>**_Net of receipts/(payments)_ **<br>**A5 Transfers between funds**<br>**A6 Cash funds last year end**<br>**_Cash funds this year end_ **|||||||||
||**N/A(£0.00)**||**N/A(£0.00)**||**N/A(£0.00)**||**N/A(£0.00)**|**N/A(£0.00)**|
||**N/A(£0.00)**<br>**N/A(£0.00)**<br>**N/A(£0.00)**<br> **N/A(£0.00)**||**N/A(£0.00)**<br>**N/A(£0.00)**<br>**N/A(£0.00)**<br>**N/A(£0.00)**||**N/A(£0.00)**<br>**N/A(£0.00)**<br>**N/A(£0.00)**<br>**N/A(£0.00)**||||
||**N/A(£0.00)**||**N/A(£0.00)**||**N/A(£0.00)**||**N/A(£0.00)**|**N/A(£0.00)**|
||**N/A(£0.00)**||**N/A(£0.00)**||**N/A(£0.00)**||**N/A(£0.00)**|**N/A(£0.00)**|
||**N/A(£0.00)**||**N/A(£0.00)**||**N/A(£0.00)**||**N/A(£0.00)**|**N/A(£0.00)**|
||**N/A(£0.00)**||**N/A(£0.00)**||**N/A(£0.00)**||**N/A(£0.00)**|**N/A(£0.00)**|



CCXX R1 accounts (SS) 

1 



## **Section B Statement of assets and liabilities at the end of the period** 

|**Categories**<br>Signed by one or two trustees on<br>behalf of all the trustees<br>**B5 Liabilities**<br>**B3 Investment assets**<br>**B2 Other monetary assets**<br>**B4 Assets retained for the**<br>**charity’s own use**<br>**B1 Cash funds**|**Details**<br>N/A - No ionvestment Assets<br>**Details**<br>**_Total cash funds_**<br>(agree balances with receipts and payments<br>account(s))<br>N/A - No monetary assets<br>N/A - No cash funds<br>**Details**<br>**Details**<br>N/A - No assets<br>**Details**<br>None<br>Signature|**Unrestricted**<br>**funds**<br>**to nearest £**<br>**N/A  (£0.00)**<br>**-**<br>**-**<br>**N/A  (£0.00)**|**Unrestricted**<br>**funds**<br>**to nearest £**<br>**N/A  (£0.00)**<br>**-**<br>**-**<br>**N/A  (£0.00)**|**Unrestricted**<br>**funds**<br>**to nearest £**<br>**N/A  (£0.00)**<br>**-**<br>**-**<br>**N/A  (£0.00)**|
|---|---|---|---|---|
|||**N/A  (£0.00)**||**N/A  (£0.00)**|
|||**-**||**-**|
|||**-**||**-**|
|||**N/A  (£0.00)**||**N/A  (£0.00)**|
|||**N/A  (£0.00)**||**N/A  (£0.00)**|
|||Zohar Marer|||
||||||



CCXX R2 accounts (SS) 

2 

