## **Trustees’ Annual Report for the period** ## **From 1[st] January 2022 Period start date To 31[st] December 2022 Period end date** **Charity name:** INDIGENT WELFARE & EDUCATION TRUST ## **Charity registration number:** 328148 ## **Objectives and Activities** **----- Start of picture text -----**
SORP reference
Summary of the purposes of Para 1.17 The relief of need, hardship or distress of
the charity as set out in its the poor in particular poor orphan children
governing document and widows and the relief of sickness of the
disabled and the advancement of
education in England and throughout the
world by providing sustainable aid
concentrating on education, digital and
welfare projects.
**----- End of picture text -----**
|SORP reference|SORP reference|SORP reference| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document
Para 1.17
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 and the advancement of
education in England and throughout the
world by providing sustainable aid
concentrating on education, digital and
welfareprojects.||| |Summary of the main
activities in relation to those
purposes for the public
benefit, in particular, the
activities, projects or
services identified in the
accounts.|Para 1.17 and
1.19|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.
**Donations made in the year:**

13.03.22 & 27.03.22 - £2000 & £1600 –
IWET Food Distribution Project Senegal
– This was our first independent food
distribution project completed in
Senegal in an extremely deprived area.
Our volunteer was personally on site
and completed the full distribution.

26.05.22- £2565 – Partnership with
Malawi Relief Fund, Registered Charity
No 1119600 - for Food Distribution
project. This was done in partnership
with this partner charity who are very
well established and complete some
excellent work in Malawi.| |||
29.10.22 – £4000 – Donation to
educational establishment Musjid
Tooba, Registered Charity No 518554,
to further the extra curricular activities
of young children. The centre caters for
the spiritual wellbeing of the
community and actively encourages
the values of good citizenship.
| |---|---|---| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|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.| ## **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 Para 1.20 achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. ## **Additional information (optional)** You may choose to include further statements where relevant about: |**Additional information (optional)**
You may choose to include further statements where relevant about:|**Additional information (optional)**
You may choose to include further statements where relevant about:|**Additional information (optional)**
You may choose to include further statements where relevant about:| |---|---|---| |||| |Achievements against
objectives set|Para 1.41|| |Performance of fundraising
activities against objectives
set|Para 1.41|During the 2022 The charity was mainly
focussed on recovery from the Covid
Pandemic. The 50% reduction offered to our
tenants during the pandemic ended and rents
were returned back to pre=pandemic levels.
This resulted in several challenges as tenants
have been struggling and report that business
has significantly suffered. However, by and
large rental receipts have stabilised.| |Investment performance
against objectives|Para 1.41|| |Other||| ## **Financial Review** **----- Start of picture text -----**
Review of the charity’s Para 1.21 Having dealt with the substantial
financial position at the end expenditure required to renovate the
of the period investment properties the Trustees
consider this will no longer be a major
potential drain on reserves. During the
2022 The charity was mainly focussed on
recovery from the Covid Pandemic. The
50% reduction offered to our tenants during
the pandemic ended and rents were
returned back to pre-pandemic levels. This
resulted in several challenges as tenants
have been struggling and report that
business has significantly suffered.
However, by and large rental receipts have
stabilised.
The Trustees now consider that they will be
able to increase the level of donations
made in the coming years.
Statement explaining the Para 1.22 Cash reserves were built up to provide the
policy for holding reserves means to deal with expenditure on the
stating why they are held properties, expenses incurred in paying
rates foe unlet premises and to enable a
reduction in tenants rents to try and ensure
their continued occupancy during the
recovery from the Pandemic.
Amount of reserves held Para 1.22 £124258
Reasons for holding zero Para 1.22 N/A
reserves
Details of fund materially in Para 1.24 N/A
deficit
Explanation of any Para 1.23 None
uncertainties about the
charity continuing as a going
concern
**----- End of picture text -----**
## **Additional information (optional)** You may choose to include further statements where relevant about: |The charity’s principal
sources of funds (including
any fundraising)|Para 1.47|The principal source of funds is rental
income from the Trusts investment
properties.| |---|---|---| |Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|The Trust will continue to keep the
properties in a good state of repair but has
no plans to add new properties.| |A description of the principal
risks facing the charity|Para 1.46|The Trustees have now overcome the principal
risk facing the Charity namely the poor state of
repair of it’s investment properties. The trust
completed some long standing repair /
renovation works to some of theproperties.| This has resulted in the properties now being compliant with building regulations and also to make them more attractive as rental properties. Other ## **Structure, Governance and Management** |Description of charity’s
trusts:||| |---|---|---| |Type of governing document
(trust deed, royal charter)|Para 1.25|Trust Deed| |How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|The charity is constituted as a Trust| |Trustee selection methods
including details of any
constitutional provisions e.g.
election to post or name of
any person or body entitled
to appoint one or more
trustees|Para 1.25|Trustees are appointed by the head Trustee| ## **Additional information (optional)** You may choose to include further statements where relevant about: |**Additional information (optional)**
You may choose to include further statements where relevant about:|**Additional information (optional)**
You may choose to include further statements where relevant about:|**Additional information (optional)**
You may choose to include further statements where relevant about:| |---|---|---| |||| |Policies and procedures
adopted for the induction
and training of trustees|Para 1.51|| |The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51|| |Relationship with any related
parties|Para 1.51|| |Other||| ## **Reference and Administrative details** **----- Start of picture text -----**
Charity name INDIGENT WELFARE & EDUCATION TRUST
Other name the charity uses Formerly The Family Welfare Trust
Registered charity number 328148
Charity’s principal address 148 Leigh Road
Leigh
WN7 1SJ
**----- End of picture text -----**
## **Names of the charity trustees who manage the charity** **----- Start of picture text -----**
Dates acted if not for whole Name of person (or body) entitled
Trustee name Office (if any)
year to appoint trustee (if any)
1 MR Y A PATEL HEAD TRUSTEE MR Y A PATEL
2 MR IM PATEL TRUSTEE
3 MR H YUSUF TRUSTEE
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
**----- End of picture text -----**
– 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 if not for whole year** ## **Funds held as custodian trustees on behalf of others** Description of the assets held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for safe custody and segregation of such assets from the charity’s own assets ## **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** **The trustees declare that they have approved the trustees’ report above.** **Signed on behalf of the charity’s trustees** **Signature(s) Full name(s)** Ibrahim Musa Patel **Position (eg Secretary,** Trustee **Chair, etc) Date** 2nd October 2023 **----- Start of picture text -----**
328148
INDIGENT WELFARE & EDUCATION TRUST CC16a
For the period
To
from 01/01/2022 31/12/2022
Section A Receipts and payments
Unrestricted Restricted Endowment
Total funds Last year
funds funds funds
to the nearest
to the nearest £ to the nearest £ to the nearest £ to the nearest £
£
A1 Receipts
Investment income 97,386 - - 97,386 84,635
- - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
Sub total (Gross income for
97,386 - - 97,386 84,635
AR)
A2 Asset and investment sales,
(see table).
- - - -
- - - - -
Sub total - - - - -
Total receipts 97,386 - - 97,386 84,635
A3 Payments
Charitable donations 10,165 - - 10,165 9,000
Investment properties utilities 3,180 - - 3,180 1,372
Insurance 8,046 - - 8,046 7,660
Professional fees 1,344 - - 1,344 940
Propert maintenance 29,926 - - 29,926 48,589
Generalgovernance 2,006 - - 2,006 430
Empty property rates 12,435 - - 12,435 8,308
Examiners fee 700 - - 700 -
- - - - -
Sub total [ 67,802 ] - - 67,802 76,299
A4 Asset and investment
purchases, (see table)
- - - -
- - - -
Sub total [ - ] - - - -
Total payments 67,802 - - 67,802 76,299
Net of receipts/(payments) 29,584 - - 29,584 8,336
A5 Transfers between funds - - - - -
A6 Cash funds last year end 94,674 - - 94,674 86,338
Cash funds this year end 124,258 - - 124,258 94,674
**----- End of picture text -----**
CCXX R1 accounts (SS) 27/09/2023 1 ## **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 £**
**124,258**
**-**
**-**
**-**
**-**
**-**
**124,258**
**-**
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
05/10/2023| CCXX R2 accounts (SS) 27/09/2023 2 ## **Independent examiner's report on the accounts** ## **Section A Independent Examiner’s Report** **Report to the trustees/** Charity Name INDIGENT WELFARE & EDUCATION TRUST **members of On accounts for the year** 31[st] December 2022 **Charity no** 328148 **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 2022. **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 examiner's statement** 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:** 26[th] October 2023 **Name:** David Neil Boardwell **Relevant professional** The Institute of Chartered Accountants in England and Wales **qualification(s) or body (if any):** 1 **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** . 2 **Oct 2018** **IER**