2020-12-31-accounts - Indigent Welfare and Education Trust

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Trustees' Annual Report for the period

Period start date Period end date 1[ST] January 2020 31[st] December 2020 From To

Section A Reference and administration details

Charity name THE FAMILY WELFARE TRUST

Other names charity is known by Registered charity number (if any)

Charity's principal address 25 Cross Ormerod Street Bolton Postcode BL3 5EA

Names of the charity trustees who manage the charity

Trustee name	Office (if any)	Name of person (or body) entitled to appoint trustee(if any)
MR Y A PATEL	HEAD TRUSTEE	MR Y A PATEL
MR IM PATEL	TRUSTEE
MR H YUSEF	TRUSTEE

Names of the trustees for the charity, if any, (for example, any custodian trustees)

Name Dates acted if not for whole year

TAR

March 2012

Names and addresses of advisers (Optional information)

Type of adviser Name Address

Name of chief executive or names of senior staff members (Optional information)

Section B Structure, governance and management

Description of the charity’s trusts

Trust Deed Type of governing document (eg. trust deed, constitution) Trust How the charity is constituted (eg. trust, association, company) Trustees who must be family members are appointed by the head Trustee Trustee selection methods

(eg. appointed by, elected by)

Additional governance issues (Optional information)

You may choose to include additional information, where relevant, about:

policies and procedures adopted for the induction and training of trustees;
the charity’s organisational structure and any wider network with which the charity works;
relationship with any related parties;
trustees’ consideration of major risks and the system and procedures to manage them.

Section C Objectives and activities

Summary of the objects of the charity set out in its governing document

The relief of need, hardship or distress of the poor in particular poor orphan children and widows and the relief of sickness of the disabled throughout the world.

TAR

March 2012

The Trustees have continued to make donations during the year to other charities whose activities meet with the objects of the Charity. Each donation is thoroughly researched before it is made to ensure as far as possible that donation goes towards the relief of need, hardship and distress

The Trustees are aware of, and have taken regard to, the Charity Commission's guidance on public benefit and believe that the main activities detailed below provide a benefit to the public . Donations in the year were made as follows

IMD GHRB

Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)

Donation to UK Registered Charity to fund welfare projects.This charity has a wide network of authentic welfare projects which operate in South Africa and India. We have partnered with them in bettering the lives of indigent people, widows and orphans. Our donation was used for this purpose.

Wigan and Leigh Hospice .

A donation made to procure a vital piece of equipment needed by Wigan and Leigh Hospice Bolton Hospice Leaf contribution .

Donation made to Bolton Hospice to support one of their projects Wigan Homeless food bank

To fund the work of the food bank which provides free food parcels to the homeless population of Wigan and surrounding areas. Northern Cleft Foundation –

To assist the charity in carrying out life changing surgical operations to poor people throughout the world.

Additional details of objectives and activities (Optional information)

You may choose to include further statements, where relevant, about:

policy on grantmaking;
policy programme related investment;
contribution made by volunteers.

TAR

March 2012

Section D Achievements and performance

Summary of the main achievements of the charity during the year

The Charity suffered from the effects of Covid which had a direct impact on the amount of rents received . The loss of tenants had a secondary impact in that the empty premises then placed a cost on the Charity in respect of rates becoming payable on those premises.

By carefully managing the expenditure of the Charity the Trustees were able to continue with donations during the year. In view of the uncertainty surrounding the future levels of rental income which would be generated in 2021 The Trustees made a decision to increase the funds held by the Charity at the year end and this was achieved

TAR

March 2012

Section E Financial review

Brief statement of the charity’s policy on reserves

The Charity aims to maintain sufficient cash reserves to meet its immediate liabilities and to provide for urgent property repairs.

Details of any funds materially The trustees are satisfied that the charity’s assets in each fund are in deficit available and adequate to fulfil its obligations in respect of each fund.

Further financial review details (Optional information)

You may choose to include additional information, where relevant about:

the charity’s principal sources of funds (including any fundraising);
how expenditure has supported the key objectives of the charity;
investment policy and objectives including any ethical investment policy adopted.

Section F Other optional information

Section G Declaration

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

Signed on behalf of the charity’s trustees

Signature(s) Full name(s) IM Patel Position (eg Secretary, Chair, Trustee etc) Date 12/08/2021

TAR

March 2012

				328148	CC16a
	THE
	For the period from	01/01/2020	To	31/12/2020

Section A Receipts and payments
A1 Receipts	Unrestricted funds to the nearest £ 74,015 10,000 - - - - - - 84,015 - - - 84,015 12,038 12,356 7,109 2,812 4,149 37 - - - 38,501 - - - 38,501 45,514 - 40,824 86,338	Restricted funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -	Endowment funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -	Total funds to the nearest £ 74,015 10,000 - - - - - - 84,015 - - - 84,015 12,038 12,356 7,109 2,812 4,149 37 - - - 38,501 - - - 38,501 45,514	Last year to the nearest £
Investment income	74,015				108,349
Covidgrant	10,000				-
	-				-
	-				-
	-				-
	-				-
	-				-
	-				-
*Sub total*(Gross income for AR)	84,015				108,349

A2 Asset and investment sales, (see table).
	-
	-				-
*Sub total*	-				-
*Total receipts* A3 Payments
					108,349

Charitable donations	12,038				24,240
Investmentproperties utilities	12,356				4,663
Insurance	7,109				6,899
Professional fees	2,812				19,015
Propert maintenance	4,149				45,225
Generalgovernance	37				78
Repayment of loan re deposit	-				20,000
	-				-
	-				-
**Sub total **	38,501				120,120

A4 Asset and investment purchases, (see table)
	-
	-
**Sub total **	-				-
*Total payments* *Net of receipts/(payments)* A5 Transfers between funds A6 Cash funds last year end *Cash funds this year end*
					120,120

	45,514	-	-	45,514	- 11,771
	-	-	-	-	-
	40,824	-	-	40,824	52,595
	86,338	-	-	86,338	40,824

CCXX R1 accounts (SS)

12/08/2021

Section B Statement of assets and liabilities at the end of the period	Section B Statement of assets and liabilities at the end of the period	Section B Statement of assets and liabilities at the end of the period
Categories Signed by one or two trustees on behalf of all the trustees B5 Liabilities B3 Investment assets B2 Other monetary assets B4 Assets retained for the charity’s own use B1 Cash funds	Details Investment properties Details *Total cash funds* (agree balances with receipts and payments account(s)) Details Details Details Signature	Unrestricted funds Restricted funds to nearest £ to nearest £ 86,338 - - - - - 86,338 - OK OK Unrestricted funds Restricted funds to nearest £ to nearest £ - - - - - - - - - - - - Fund to which asset belongs Cost (optional) General 794,264 - - - - Fund to which asset belongs Cost (optional) - - - - - - - - - Fund to which liability relates Amount due (optional) - - - - - Print Name IM Patel	Endowment funds to nearest £
			-
			-
			-
			-
			OK
			Endowment funds to nearest £
			-
			-
			-
			-
			-
			-
			Current value (optional)
			-
			-
			-
			-
			-
			Current value (optional)
			-
			-
			-
			-
			-
			-
			-
			-
			-
			When due (optional)






			Date of approval
		IM Patel	12/08/2021

CCXX R2 accounts (SS)

12/08/2021

Independent examiner's report on the accounts

Section A Independent Examiner’s Report

Report to the trustees/ Charity Name FAMILY WELFARE TRUST members of On accounts for the year 31[st] December 2020 Charity no ended (if any) Set out on pages 1 - 2 (remember to include the page numbers of additional sheets) I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31[st] December 2020D / MM / YYYY . Responsibilities and As the charity's trustees, you are responsible for the preparation of the basis of report accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).

I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent The charity’s gross income exceeded £250,000 and I am qualified to examiner's statement undertake the examination by being a qualified member of The Institute of Chartered Accountants in England and Wales.

I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination which gives me cause to believe that in, any material respect:

the accounting records were not kept in accordance with section 130 of the Charities Act; or
the accounts did not accord with the accounting records; or
the accounts did not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a ‘true and fair’ view which is not a matter considered as part of an independent examination.

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

Signed: Date: 18[th] August 2021 Name: David Neil Boardwell Relevant professional The Institute of Chartered Accountants in England and Wales qualification(s) or body (if any):

Oct 2018

IER

Address:

Oakdene Barrowford Road Burnley BB12 9AT

Section B Disclosure

Only complete if the examiner needs to highlight material matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).

Give here brief details of any items that the examiner wishes to disclose .

Oct 2018

IER