## **HEARTFELT GLOBAL TRUSTEE REPORT FOR YEAR ENDED** 

**Trustees:** 

**Dennis Williams (Chair)** 

**Juliana Boafo (Treasurer)** 

**Mary Owusu Ocansey (Secretary)** 

**Elizabeth Asiedu Monney (Projects & Outreach Lead)** 

1. Chair’s Foreword 

By Dennis Williams, Chair of Trustees 

It is with immense pride and a deep sense of responsibility that I present the Trustee Report for Heartfelt Global for the past financial year. 

This year has been one of significant transition and growth. We set out to deepen our impact in the communities we serve, and I am pleased to report that, thanks to the dedication of my fellow trustees—Juliana, Mary, and Elizabeth—alongside our incredible volunteers and supporters, we have exceeded our initial objectives. 

As a board, we have focused on ensuring that our governance is as strong as our compassion. We have reviewed our strategic direction and ensured that every decision made was in the best interest of our beneficiaries. I extend my heartfelt gratitude to the team for their unwavering commitment. 

## **2. Structure, Governance, and Management** 

Heartfelt Global is a charitable organization governed by a board of trustees. The trustees, listed above, are responsible for the overall management and control of the charity. 

## **Trustee Induction and Training:** 

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New trustees are inducted by the existing board. During the year, the trustees-maintained compliance with charity law and reviewed our risk management framework to ensure the longterm sustainability of the charity. 

## **Recruitment and Appointment** : 

Trustees are appointed by the board based on the skills required to manage the charity effectively. The current board comprises a diverse mix of financial acumen, administrative experience, and community project management expertise. 

## 3. Objectives and Activities 

Our Purpose: 

Heartfelt Global is dedicated to [*Insert specific aims here, e.g., "providing educational resources to underserved communities" or "supporting healthcare initiatives for vulnerable families"*]. Our primary objective is to alleviate hardship and empower individuals to build sustainable futures. 

## **Activities Undertaken:** 

**To achieve our objectives this year, we focused on the following key activities:** 

**1.  Community Outreach:  Implementation of direct aid programs.** 

**2.  Fundraising Campaigns:  Engagement with donors to secure funding.** 

**3.  Awareness Building:  Educating the public on the causes we support.** 

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## 4. Achievements and Performance 

A look back at the impact made during the year. 

Under the guidance of the trustees, Heartfelt Global has made tangible progress. 

## **Project Highlights:** 

-Project "Hope" (Led by Elizabeth Asiedu Monney): We successfully launched our flagship initiative, reaching over [Number] beneficiaries. Elizabeth’s on-the-ground coordination ensured that resources were distributed efficiently and with dignity. 

-Financial Growth (Led by Juliana Boafo): The Treasurer, Juliana Boafo, implemented robust financial controls and oversaw a successful fundraising drive that increased our available funds by 10%, allowing us to plan with confidence. 

- Operational Excellence (Led by Mary Owusu Ocansey): Mary ensured our administrative backbone was solid, managing compliance, minute-keeping, and internal communications flawlessly, which allowed the rest of the team to focus on delivery. 

- Strategic Vision (Led by Dennis Williams): The Chair facilitated strategic planning sessions that refocused our mission and strengthened the team's cohesion. 

5. Financial Review 

By Juliana Boafo, Treasurer 

The financial position of Heartfelt Global remains healthy and stable. 

## **Income:** 

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Our income for the year was derived primarily from [e.g., individual donations, grant funding, fundraising events]. We saw a pleasing increase in regular monthly donations, indicating strong supporter loyalty. 

## **Expenditure:** 

Resources were spent prudently, with most of the expenditure directed toward charitable activities. We maintained a lean administrative cost base to ensure maximum funds reached our beneficiaries. 

## **Reserves Policy:** 

It is the policy of the charity to hold sufficient reserves to cover [Number] months of operating costs. At the year-end, we were compliant with this policy. 

## 6. Plans for Future Periods 

Looking ahead to the next financial year, the trustees have agreed on the following priorities: 

1.  Expansion: Scaling up our successful pilot projects into new regions. 

2.  Partnerships: Seeking corporate partnerships to amplify our impact. 

3.  Digital Engagement: Improving our online presence to tell the story of Heartfelt Global more effectively. 

## 7. Declaration 

The trustees declare that they have approved the trustees’ report above. 

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Signed on behalf of the board of trustees: 

_____denis___ Dennis Williams Chair of Trustees Date: 03/03/2026 

________juliana Juliana Boafo Treasurer Date: 03/03/2026 

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