Supporting positive social change through Whole Person Learning approaches Towards 2025
AnnuAl Review 2020
1
T H E O A S I S F O U N D A T I O N
CONTENTS
3 forword
4 CHAIR’S MESSAGE
5 HIGHLIGHTS OF 2020
6 REVIEW OF PROGRESS IN 2020
Highlights of 2020
How to Change the World by Chris Taylor
Learning from Women by Isabela Souza and Laura Somoggi
Coaching Forward by Sarah Bryson
Young Global Leaders by Chris Taylor
Buraries and Awards by Mary Godfrey
19 FINANCIAL SUMMARY 2020
20 TOWARDS 2025 - The Foundation’s direction
22 ABOUT THE FOUNDATION
WITH THANKS for the support of:
2
F O R W O R D
Angela Lockwod Chief Exectuive of North Star Housing Group Stockton-on-Tees
The last 12 months have been extremely challenging, and emergent issues are proving to be complex, requiring new solutions and thinking.
The Oasis Foundation’s overarching theme of “building individual and community resilience” has never resonated as much. As ever the Foundation is at the forefront of thinking on this and is well placed to work out creative approaches.
Something is happening and changing out there, not sure I can describe it, but I can feel it around people and communities. When I tweeted the picture of the Gresham project in Middlesbrough on the cover of this report during the pandemic, it was retweeted 10,000 plus times and at one point I thought my telephone was going to explode with the heat and frequency of the hits. Never before has this happened. The picture represented community and all that is possible when people work together to make a difference, which clearly struck a chord. The project has been transformational and has provided hope and connections in difficult times.
This report brings alive the work undertaken by the Foundation and I would urge you to hear and read more. The Learning from Women project is inspirational, the Young Global Leaders initiative energising and the Coaching Forward programme innovative.
It is a privilege to be connected to the Oasis Foundation and to support the delivery of ambitious people focused activity with great outcomes.
Cover image Back alleys in Gresham, Middlesbrough © North News & Pictures Ltd
3
C H A I R ’ S M E S S A G E
Mary Godfrey
2020… what a strange, challenging, yet rewarding year it has been.
Despite, or perhaps because of, the disruption and uncertainty caused by Covid 19, we’ve seen people even more determined to foster social change initiatives and develop new ideas.
Along with everyone else, the Trustees had to become more adaptable and responsive to change, holding our AGM in March and all our bi-monthly meetings thereafter on Zoom.
Having been launched at the end of 2019, the Coaching Forward initiative had its first two clients in January, rising to five by the end of the year. The feedback from clients has been so positive and encouraging. Designer Zuhura Plummer created a new logo for Coaching Forward in exchange for coaching support for her own venture, and Su Hemming built a new webpage for it which went live this spring.
In June we were thrilled to receive a grant of £18,950 from Paul Hamlyn for the Middlesbrough Urban Eco village project. Along with donations from the Foundation, Northstar and others this allowed our four Community Associates to continue their work to support and build community cohesion and wellbeing through the pandemic by holding virtual workshops, meetings and being on the ground where possible. In the process they gained more confidence and have successfully raised funds from other sources for their own parts of the scheme. This momentum has continued into 2021 and Project Lead, Chris Taylor has written a reflective piece - How to change the world’ - for this report that encompasses all that’s been achieved and learnt during the past three years.
I am full of admiration for Isabela and Laura who have worked so hard this year to develop Learning from Women, their initiative to actively seek out and share the voices of inspirational women leaders that were not being heard. I can’t believe that it was only in May last year that we agreed seed funding to help get their idea off the ground. Their theme really touched a chord for the many people who rallied round to support the project, which was launched in January 2021. What they have created is so exciting that the story deserves several pages in our report.
In addition to leading the Middlesbrough team, Chris Taylor has continued his work with Young Global Leaders, co-creating and delivering a virtual Facilitation Skills programme with a group of students from Vienna. Now this group is designing next year’s Summer School with the exciting possibility of it being integrated into oikos* development programmes in future years.
During the year we continued to offer individual bursaries for coaching support and counselling to Migrant Action and Ballet Black.
In the autumn, the Trustees spent time reflecting on where the Foundation should place it focus in the coming years as the growing global climate crisis becomes more urgent and impacts on lives and communities around the world. We considered what might needed and what the Foundation was well placed to do, recognising that we could not fully predict what lies ahead. The outcome is our updated strategy to 2025, still based on our four key focus areas, with the overarching theme of ‘Building individual and community resilience’.
For our 2020 AGM we decided that a Zoom call couldn’t do justice to all that the past year has encompassed so the Trustees agreed to create this publication instead. It combines our new Towards 2025 strategic direction and a fuller Annual Review of 2020. In the hopes that we won’t be in the grip of another pandemic next year, we plan to hold our next AGM in person at the Oasis Centre. I look forward to seeing you there!
Lastly, I just want to say a huge thank-you from the Trustees to all those funding, leading, involved and supporting these initiatives.
* oikos International is an international, student-led non-profit organization for sustainability in economics and management. Founded in 1987 in Switzerland, it empowers student change agents worldwide to embed sustainability in academia and from there into day-t o-day business, government and personal activities.
4
R E V I E W O F P R O G R E S S I N 2 0 2 0
HIGHLIGHTS OF 2020
During 2020, the Oasis Foundation has supported a number of ongoing and new initiatives.
Middlesbrough Project
Despite COVID and lockdown restrictions this project continued at pace through 2020. Our funding from Emergence Foundation was extended until the end of October and we also received COVID emergency funding from Paul Hamlyn Foundation, running to the end of December.
A lot of activity moved on-line including meditation groups, self-help mental health groups and community organiser’s meetings, but some face to face activity was able to continue over the summer – food growing in shifts, some small group work on alley make-overs and some socially distanced art works. We distributed over 100 COVID Care Packs including food and art material and kept social contact activities going where possible with small self-help groups to overcome isolation.
The work gained recognition locally and was featured twice in the Middlesbrough local magazine, plus in the Northern Echo and the online Teesside website.
The mural we commissioned is looking fabulous. It was designed by a local artist together with the residents who painted it with help from our community associates.
At the end of the year we held two workshops with the team exploring community resilience in the face of climate and ecological breakdown and what this could mean for the future of the project.
COACHING FORWARD
We continued to provide support for Oasis Associate Sarah Bryson to establish her Coaching Forward initiative. This provides 1-1 coaching and mentoring for social change entrepreneurs during its early years of operation. To date the initiative has supported 6 clients, updated the offer, launched a new webpage, and have a new logo designed by Zuhura Plummer.
LEARNING FROM WOMEN
This is a new initiative co-founded by Isabela de Souza and Laura Somoggi, to enable the voices of inspiring women from Africa, Asia-Pacific, Latin America and the Middle East to be heard. The Oasis Foundation provided seeding funding for the project which was partnered by the Oasis School, with Directors and Associates acting as critical friends. Within only a few months the idea developed and now has a website, social media campaign and video interviews with five amazing female leaders.
NEXT GENERATION LEADERS
We provided support to Chris Taylor to prototype an online Facilitation Skills Programme for next generation responsible leaders arising out of his work with the GRLI, COMMIT and Oikos.
BURSARIES
We providing 1-1 counselling for Ballet Black dancers left isolated and unable to work during the first and second Covid lockdowns, and continuing support for young leaders to participate in the annual Windsor Leadership Dialogue.
You can read more about all of these initiatives on the following pages.
5
R E V I E W O F P R O G R E S S I N 2 0 2 0
HOW TO CHANGE THE WORLD
Project Director Chris Taylor celebrates all that’s been learnt and achieved at the urban eco village project in Middlesbrough …
Something potentially transformational is happening amongst the tightly packed terraces of central Middlesbrough. Once a prosperous and thriving town at the heart of the industrial revolution, Middlesbrough has seen better days. Now one of the most economically deprived areas in the UK it faces multiple challenges: health, unemployment, crime and the integration of the highest concentration of refugees in Britain.
brought people together to eat and play.
In the past two years we’ve held over 400 street level events, resulting in around 4,000 resident engagements. These have included 30 wellbeing sessions, 73 social events like community meals or film nights, 72 community art sessions and 63 workshops on community organising.
Behind it all has been the vision of creating an urban oasis – a place people love to live, with thriving green spaces, a welcoming outlook and a sense of possibility. We originally called it an Urban Eco Village but in time it became more dispersed than this – a green neighbourhood, a community in control of its destiny.
Perhaps it is in spite of these challenges or perhaps it’s because of them that Middlesbrough is now spawning an array of street-level initiatives that have the power to show what communityled urban renewal really looks like.
But the value of what’s going on is not really in the events or things it creates, or even in the concept. It’s more in the spaces in between. As a way to gather our learning, the four Community Associates and I held a couple of sessions to explore the whys and wherefores of Community Resilience. We set this within the context of the Climate and Ecological Emergency: if civilisation as we know it were to collapse, what would a community like Gresham need to be resilient and self-sufficient?
Through our links with local housing association Northstar we were introduced to some of these initiatives in the inner-city neighbourhood of Gresham. Over the last three years we have built relationships with these community groups supported by funding from Emergence Foundation, Paul Hamlyn Foundation and Northstar.
For around £25,000 per year we have taken on four sessional Community Associates to work within the community to nurture this network of groups working to rebuild the neighbourhood from the ground up.
Some things were obvious: food growing, micro-grids for community energy, shared transport resources, community-led housing refurbishment. We saw these things as somehow like the organs of a body. But in and of themselves they are not enough to create community resilience. Something else is needed – the blood flow, the life energy, the fluids that connect.
Much of what has developed was already starting to grow – it just needed an extra impetus. There have been alley make-overs to clear out rubbish, install planters, fruit trees and hanging baskets. We’ve designed and painted community murals, established multiple community gardening spaces and allotments,
These things are a little harder to get a handle
6
Images: Community gardening and arts projects supported by Oasis Foundation in the heart of Middlesbrough. Bringing people together despite the pandemic has been an important way to avoid isolation and fragmentation.
on: kindness, a warm welcome, places to bring people together, ways to share skills, to give and receive time, gifts, skills from each other. Some of these have ‘things” attached to them: repair cafes, time banks, baby-sitting tokens. Others do not, they are the stuff of human relationship: creativity, power-sharing, self-organisation, generosity, compassion. Together they create the flow and exchange that brings life to everything else.
As much as anything, this is the legacy of our involvement in Middlesbrough. Yes, we helped organise events, to create urban growing spaces, to paint murals. But just as important, we brought people together and somehow created a sense of self-belief.
It’s not really possible to demonstrate a straightline impact between what we did and what has happened since. New social enterprises
have sprung up; new gardening initiatives have emerged in neighbouring communities. Plus a network of community organisers and a new community-run resource hub. Did we create these? Not really. Did something we did maybe trigger a thought, an idea that spawned a new initiative? Almost certainly. Once an eco-system takes hold it creates a life of its own. Perhaps our biggest legacy is simply in nurturing that ecosystem at a crucial point in its growth.
This is an important learning point from our experience. In community work (maybe in any complex system), you never quite know what will result from any intervention. The law of Cause and Effect does not really operate. Many things are a leap of faith. Some work and some do not. The ones that don’t are just as important – for
7
Images: Building cohesion and resilience through art, food and growing. When people come together with a shared focus they often find they have more in common than they suspected.
8
their learning. This might be a difficult lesson for funders and other stakeholder who want to see Theories of Change, tangible outcomes and measures of success. The real world isn’t like that – not in any situation where complex social issues really need attention. This is a messy space that takes time, relationship building, trial and error and a long-term commitment to residents who are already doing what they can.
A mish-mash of community gardening, street art, alternative economics and self-organised social systems is growing between the paving stones, pushing up through the concrete. It is empowering self-appointed young community organisers, giving purpose to the elderly and unemployed, creating a sense that a different world is not only possible but feeling the first contractions of its coming birth.
Charles Eisenstein once said something to the effect of “We don’t make a revolution, it makes us”. Human civilisation is undergoing perhaps the greatest transformation in the two hundred thousand year history. Are we shaping this transformation or is it shaping us? If Middlesbrough is anything to go by an ecosystem of change is happening at street level. As “the system” continues its headlong hurtling towards ecological destruction, quietly amidst tightly packed terraces “community” has other ideas.
To be honest, we are not really in control of this process. There is no Gantt Chart, project plan or investment strategy. Our best strategy is just to be there, to offer support where we can, to make visible what’s happening, to connect the dots. And then to welcome the baby when it takes its first breath, blinking and wondering what it’s let itself in for.
N E X T S T E P S
Although our existing funding has now come to an end we’re not finished yet. The Oasis Community Associates who delivered all this are still active in the Heart of Boro. They are committed to continuing these activities in new and different ways, to finding their own funding and to working with the community to continue what we started.
We are proud of what we’ve achieved – both in the community and more widely. Building on the long established work of Alley Pals Middlesbrough we have helped to shift the agenda of local government so that greening the city centre has become a priority. We think we’ve touched people’s lives and we’re committed to doing this for years to come.
T H A N K S
We are grateful for the financial, moral and practical support of all the organisations and groups that have been part of this process. This includes neighbourhood groups, refugee support organisations and well-established local voluntary organisations.
We’d also like to thank the wonderful, creative, determined and resourceful folk who have made this work possible. This includes all the local residents who have contributed to our activities, key individuals in partner organisations including:
Peter Locke, Nik Mils, Bini Araia, Kim May
plus our four Community Associates: Andy Falconer, Catherine Howell, Carol Newmarch, Emily Treadgold
and the support of : Oasis Foundation, Emergence Foundation, Paul Hamlyn, Northstar Housing Association
9
R E V I E W O F P R O G R E S S I N 2 0 2 0
A review by Laura Somoggi and Isabela Souza
THE START OF A JOURNEY
The disruption caused by COVID-19 has forced us to slow down, stop and reflect on humanity’s direction of travel. The pandemic exacerbated and shed light on many of the existing inequalities and power imbalances. As it happens in most crisis, it had a disproportionate effect on women’s lives. With few exceptions, women are not present in decision-making to the same degree as men. The under representation of women means that we are getting a one-sided perspective of reality.
Learning from Women to Reimagine the Future emerged as a desire to change this. Questioning whose stories get told, Learning from Women produced a pilot for a video series with lessons from women in Africa, Asia-Pacific, Latin America, and the Middle East. Each woman is already creating pockets of a future with thriving societies that meet the human rights of every person in balance with our planetary boundaries. An organic social media campaign across multiple channels was run to inspire others to reimagine the future and build back better post pandemic.
GUIDING PRINCIPLES
Shifting power starts from the words we use in the title:
We soon realised that the original title “Women’s Voices in the Global South” had two contradictions. Firstly, we thought that it could give the impression that we were going to talk to women who didn’t have voices (meaning their own view of the world). They already have voices; the issue is that many people in the Global North don’t stop to hear them. Secondly, we debated a lot about the use of the term Global South, which for some is tainted with the idea of colonisation. Instead, we chose to look for women from countries without a very high Inequality-adjusted Human Development Index (IHDI), as we believe inequality must be taken into consideration when analysing societies. The final title placed the women as the ones who have the lived experiences we can learn from, so the emphasis is learning “from” rather than “about” women.
Non-Extractive and non-transactional approach:
We engaged with the women through a genuine desire to build relationships (rather than having a transactional approach). From our first conversations, we were open about the funding limitations of the project and what we could give back to them. We have also considered language carefully from the start. For us, it was critical that we didn’t extract their knowledge creating videos only for an English-speaking audience. Most importantly, we wanted to ensure that the women interviewed could understand each other. All the videos have subtitles from Portuguese/Spanish into English, and from English into Spanish and Portuguese so the women and audience in Latin America could understand.
Model for the future:
We chose the Doughtnut Economics model instead of the Sustainable Development Goals
1 0
(SDGs) as a model for the future, because we felt it was a more comprehensive model that questions the endless GDP growth our current economic model is based on. We have also aligned our target outreach to the Doughnut Economics Action Lab (DEAL) five clusters of change (i.e.: Education and Research; Business & Enterprise; Communities and Art; Cities & Places; Government & Policies)
Embedding ordinary into our choices:
We carefully defined the criteria to select the women we were going to interview. Besides the countries and sectors mentioned above, we wanted to find “unusual suspects, women who exerted leadership on their daily lives but were not well-known (i.e.: not to have given a TED Talk or be in the BBC 100 Women list). We wanted to demonstrate that it is possible to be ordinary and extraordinary at the same time while creating pockets of a better future.
Working with women:
We sought to work with women who shared these guiding principles and we managed to nurture a very engaged and creative team (video editors and translator) with that in mind.
A COLLECTIVE EFFORT
Co-founders:
SIsabela ouza and Laura Somoggi – two dual nationals (Brazilians/British) who settled in London and share a passion for a future where people and planet really matter. They worked in their own time to launch Learning from Women. They brought a rich intersectional lived experience to the project, especially the contrast between living in countries with very different social economic realities and at opposite sides of the colonisation history. Their commitment to shifting the power balance was a driving force to take Learning from Women off the paper.
Speaking Partners:
Chris Taylor and Nick Ellerby provided a safe space to test ideas and acted as a sounding board to the project.
Critical Friends:
Claire Maxwell, Heather Barker, Liz Goold, Marion Ragaliauskas, Mary Godfrey, Rick Trask, Sonia Mayor, Su Hemming, Susan Ralphs and Valerie Monti Holland provided invaluable feedback, asking provocative questions and offering observations from various perspectives.
Collaborators:
Cecilia da Fonte and Amandine Goisbault were our video editors, Lucy Florah Atieno our sign language interpreter and Patricia Moura e Souza our translator. Charlotte Ellerby and Wallace Nogueira Santos Silva provided guidance on our visual identity. The font for the logo was designed by Muk (Mariela) Monsalve.
1 1
R E V I E W O F P R O G R E S S I N 2 0 2 0
THE WOMEN INTERVIEWED
“To be able to share, to have something worth sharing, gives dignity to the giver. To accept a gift and to reciprocate gives dignity to the receiver. To create something new through that process of sharing is to recreate the old, to reconnect relationships and to recreate our humanness.”
(Linda Tuhiwai Smith, Decolonizing Methodologies: Research and Indigenous Peoples, 2012)
All these video interviews can be seen on ww.learningfromwomen.org
María Isabel Quiroz Cisneros, from Peru
A 67-year-old woman descendent of indigenous people and the founder of an organic dairy family business called Vacas Felices or “Happy Cows”. She studied agronomy when almost no women in her country did and started a sustainable business when very few people were talking about it. She created a cooperative with 35 families of small holder farmers with whom all the income is shared. María Isabel believes that nature has an infinite force, and that society can only evolve if we keep close to it. Her philosophy is to take care of life in all its aspects.
Ashura Michael, from Kenya
A deaf young human rights and gender activist, who has seen a lot of violence against people with disabilities since her childhood and she dreamt of being a lawyer to change that. Today she has a Bachelor of Law, a Bachelor of Gender and Development (University of Nairobi) and a Certificate in Civil Leadership (University of Illinois). In her work as an advocate for the rights of persons with disabilities, she founded the Orange Democratic Movement Party’s Disability League, and she is planning to run for parliament in 2022.
1 2
Maria Isabel Gonçalves, from Brazil
Born and raised in a low-income rural community in the countryside of Bahia, the Brazilian state with the highest number of Afro-descendants in the country. Against all the odds, she managed to go to university and became a philosophy teacher. She developed an inspiring methodology to teach her teenage students through the oral stories of their grandmothers, with the goal of decolonising knowledge. She guided the students to learn about their history, territory and what connects them as a community by listening to their ancestors. As a result, in 2020, she got the Educador Nota 10 Award, as one of the 10 best teachers in Brazil, an award associated with the Global Teacher Prize.
Hamsa Mansour, from Egypt
The first woman to cycle solo in the country, despite cycling still being considered a taboo for women there. In 2017, she spent eight days riding on the roads of Mount Sinai and around the Red Sea. She also worked as an adventure trip leader at a big travel agency. Her spirit of adventure and love for story telling drew her into opening her own media production company, Blue Camel Media. By telling authentic stories about nature, adventure, cultures, art and the human connection to Earth, their documentaries, commercial films, and photographs give voice to those who are unheard, including indigenous communities and women.
Zeenat Niazi from India
Vice-President of Development Alternatives NGO, she is a trained architect. For the last three decades, she has been developing housing and habitat projects that are people and nature centric as well as resource efficient. She uses social and ecological systems approaches for resilience building in human settlement and in responses to climate and disaster challenges. She has worked with national, sub-national and local government in mainstreaming integrated planning for achieving Agenda 2030 and the Paris Agreement in India. Zeenat shares a precious learning that she gained throughout her career: she believes we need to ask what people want instead of doing what we think they need.
1 3
R E V I E W O F P R O G R E S S I N 2 0 2 0
ABOUT THE CONTENT: COMMON NARRATIVES EMERGING
Five women, five lived experiences, five different countries, five different sectors and five common messages:
-
Decolonising knowledge: they challenge the traditional notion of knowledge and how accessible it is. There is knowledge that cannot be learned from books. There is a living knowledge that has been ignored. For example, María Isabel, from Peru, is astonished that people are researching how to grow multi crops, something like the Inca people did centuries ago and she was shocked when at University she only learned about monoculture and use of chemicals. Zeenat believes that knowledge not being used it dead. She calls for the creation of open knowledge (i.e.: unlock the knowledge that is currently locked behind expensive books, articles, or intellectual property rights for vaccines during an emergency).
-
They advocate for the direction of development being from inside out, rather than outside in: they talked about the lack of respect to places and communities considered “under-developed” and for the stories and the people who live their lives in a different way than the “developed” chose to live their lives. As an example, they believe a shift is needed to value rural areas as a place people want to live (rather than overvaluing urban centres) which includes bringing good quality education to rural areas (including higher education). Access to technology is part of the puzzle to make that shift happen.
-
They focus on community, rather than individuals: for individuals to be resilient, it is important that the community around them is healthy. As the pandemic has shown, individualism only gets us so far and for the society to thrive we need a focus on collective action and helping one another. Maria Isabel from Brazil talked about the ancient African Ubuntu philosophy: “I am because we are”, where the “we” includes nature.
-
They talk about the importance of walking the talk: about backing-up words with action and about resilience, about taking small steps, acting, not giving up. Basically, to keeping on going despite the challenges.
-
They value the connection to nature and are strong advocates for equality: Hamsa from Egypt talked about how learning about nature helps people to learn about themselves and shared about her work of awareness raising on nature conservation when she guides tourists. Both Hamsa and Zeenat were very vocal about the need to see people beyond their race, religion, and other differences.
ABOUT THE PROCESS: WHOLE PERSON AND ORGANIC
From the start, the process was flexible and organic. We consciously chose to let the steps emerge by listening and being curious instead of looking for answers. The process was as critical to the ethos of the project as the content: we strived to create an approach that was non-colonising, non-transactional and non-extractive. We wanted to be inclusive and create conversations that were themselves spaces for sharing, exchanging and inspiration. The whole person approach was central on the way we conducted the interviews (i.e.: use of images, metaphors so we could hear from the women’s hearts and not only minds). The whole person was also critical to the way we nurtured the working relationships with all collaborators, with respect to well-being, space for check-ins and attention to self-care.
1 4
SHARING THE LEARNING ONLINE
Our aim was to enable wide sharing of the learning via a diverse mix of social media channels. Our YouTube channel has 21 videos: Introduction to the project (2min); 5 Full Episodes with the complete interviews and 3 series with 5 short clips: “Meet the women”, “Reflections on being a woman” and “Messages of hope”. In July 2021, we will add another series of 5 short clips about Decolonizing Knowledge. All the videos have subtitles in English, Portuguese, and Spanish.
The Learning from Women social media page directs users to all the social media channels where the videos above were also posted.
Our new website presents an overview of the project and provides links to the playlists available on YouTube. In January 2021, when the project was launched, it was the page with most popular content the Oasis’ Navigating Uncertainty website, which hosts the project page.
Our blog – ‘Why learning from women?’– was published on the Oasis website. Another blog about the project and its emerging narratives
was published on INTRAC’s website and distributed as part of their newsletter and posted on their Linkedin to celebrate 2021’s International Women’s Day.
EARLY RECOGNITION
The Westminster Foundation for Democracy (WFD) provided in-kind support to cover for the sign language interpreter’s cost for the interview with Ashura Michael. Learning from Women was selected to London Design Biennale 2021 virtual Galley under the Society category of the world we want to live in. It has also been used by Leeds University to spark conversations among the students on the Leadership module of the MSc Sustainable Cities.
FINANCIALS
Oasis Foundation provided £3,000 of seed funding. The money was used as per the following break-down: 67% with video editing, 27% with translation and subtitles, 4% with Logo and animation; 2% with administrative costs (international bank transfers and website domain).
NEXT STEPS
After the launch of what we see as the pilot, we are continuing to search for conversations with potential partners and funders to grow the project. We plan to develop a social media strategy to further disseminate the content we already created. We also want to promote an exchange between the women who participated in the project, as well as hearing from more women in more countries and eventually developing an online platform to host their stories. We are planning a strategy workshop with the collaborators of the project, including the women interviewed, to reflect on how to best move the project forward.
Web links:
Website: www.learningfromwomen.org YouTube channel: Learning from Women Social media links: LInktr.ee
Oasis blog page: Why learning from Women?
1 5
R E V I E W O F P R O G R E S S I N 2 0 2 0
----- Start of picture text -----
by Sarah Bryson
----- End of picture text -----
In the spring of 2020 Oasis Associate Susan Ralphs and I started sessions with the first two Coaching Forward clients. Admittedly, it took us longer that we’d hoped to find more clients who fitted out criterea of being in an entrepreous of a socially responsible start up in it’s first three years of operation.
However, we ended the year with four more clients and some really positive feedback from the early ones about how much they have appreciated and benefitted from the coaching sessions just when they most needed it.
Here is a flavour of the kinds of businesses our clients have started –
- a CIC which is aimed at helping children who are feeling lonely and isolated to experience similar things to their peers through 360-degree video. This brings the outside world in, giving those who aren’t able to attend local events and places due to mental or physical ill-health, a way to feel immersed in something fun and communitybased.
events and conferences. In exchange for some free coaching she offered to create a storyboard animation for us, and along the way also designed our super new logo featured on this page.
Meanwhile Su created a new webpage for Coaching Forward within the Oasis School’s site which went live at the start of 2021. It has it’s own URL which makes it much more accessible from social media and will enable us to use Linkedin and facebook more effectively to attract clients.
www.coachingforward.org.uk
“Working with Sarah really helped to boost my confidence in what I want to do with my business, and to recognise the skills and contacts that I already have to make it happen. She helped me have more faith in the way I want to work and in the values that are important to me.”
Joanna Reynolds, Capacityq
- An app that aims to encourage children in areas of London that have high pollution levels to get involved in green initiatives via their primary school
Mid-way through the year we realised we needed to find ways to gain access to more potential clients and rethink our marketing messages, which from feedback we knew wasn’t conveying the offer clearly enough. I was grateful to Mary and Su Hemming who worked together on the words based on some excellent input from Carole-Ann and Glyn.
We really wanted to find a more compelling, visual way to express the benefits of Coaching Forward, so we turned to Zuhura Plummer who is an animator and ‘graphic recorder’ for
Next steps & THANKS
The Foundation has promised a further year’s support for Coaching Forward in 2021. Once the animation is on the webpage we will be running a campaign to raise awareness.
Meanwhile we are gathering feedback from our existing clients and will continue to refine the initiative. Since the pandemic began I’ve been aware that there are a lot more people setting up small eco-friendly social enterprises, so I firmly believe that Coaching Forward has a part to play is supporting them to thrive and flourish.
As always thank you very much to the Foundation and the Oasis Associates who give their time to make this happen.
1 6
R E V I E W O F P R O G R E S S I N 2 0 2 0
What was learnt
young Global leaders
Chris Taylor reports on the Facilitation Skills programme
The programme took place from August to December 2020 involving seven international student leaders. The aim was to develop their skills and abilities to facilitate meetings, programmes and workshops on issues to do with sustainability, global responsibility and responding the climate and ecological emergency.
It was run by the Oasis Foundation with the support of the Globally Responsible Leadership Initiative. Several of the students has a connection to oikos International, the global student movement for sustainability.
THE Format
Facilitation Skills comprised 12 learning sessions on Zoom, each covering a different topic and each exploring different aspects of facilitation. These did not follow a linear path, rather they were chosen by the group and shaped by each candidate’s choice for a session they would like to facilitate. As the programme lead I held the overall process and facilitated the opening two sessions before handing over to volunteers.
For those who are interested I have a document which captures what worked well and what didn’t, and what we learnt about the format and content. Here is a flavour –
Zoom allowed us to co-create and coexperience a 12 week programme without having to travel and without the environmental impact this would have created.
Despite being held online the format created a strong bond between participants who have continued to work together.
There was a shared feeling of trust and an ability to share reactions to some very challenging issues. We created a cathartic sharing space.
The free-flowing format allowed each participant to contribute and to practice their facilitation skills.
The “Balcony Reflections” section of each meeting provided useful and timely feedback to each facilitator.
THE Content
The content, determined by the topics generated during the co-creation phase covered: Grief, despair and the climate emergency, beyond grief, resilience in motion, language and communication, WTF is going on in the World?, What Makes a Great Learning Event?, Openings and Endings, Decolonising Ourselves, Holding Space, and Programme Review.
Each session was led by one of the participants This was followed by a period of “balcony reflections” where all participants reviewed the session and provided feedback to the facilitator. This meant we were all learning as we went along.
NEXT STEPS
Plans for the next summer school are well underway. Subject to there being no travel restrictions, we are planning a 5 day programme held in the UK.
This is a prototype programme with a view to integrating it into oikos’ development programmes in future years and hopefully funding it through Erasmus+ or similar).
This year’s title is Building Community, Building Change.
1 7
R E V I E W O F P R O G R E S S I N 2 0 2 0
BURSARIES
1-1 Coaching
The Foundation made it possible for Oasis Associate Sam Anderson to provid 1-1 support for three dancers from the Ballet Black company during Covid-19 and in the following transition period.
Developing Young Leaders
The Windsor Leadership Dialogue is an annual independent forum for influential leaders pushing the boundaries of thinking and practice. It brings together leaders from a range of different organisations to exchange views on the type of leadership needed to sustain a successful future, and to recognise that they all have an important contribution to make and something to learn from others.
For the past two years the Foundation has enabled young emerging leaders to attend and bring their different perspectives to the dialogue.
1 8
2 0 2 0 F I N A N C I A L S U M M A R Y
2020 in numbers
In 2020 the Foundation received funding from the Paul Hamlyn Foundation, Northstar Housing and the Oasis School of Human Relations.
Our financial year ended on 30th December 2020
| Opening balance Income Oasis School of Human Relations Northstar Paul Hamlyn Foundation Emergence Foundation Interest income Less expenditure* Coaching Forward Leadership and Peer work Gresham community project Project facilitation Ballet Black counselling Learning from Women Accountancy and sundry Closing balance |
2020 £47,432 £31,960 |
|---|---|
| £5,000 £2,000 £18,950 £6,000 £10 £41,714 |
|
| £542 £2,029 £32,523 £4,140 £1,080 £539 £861 £37,678 |
- The Windsor Leadership Dialogue is not included because it took place in January 2020 but the places were paid for in 2019
In-kind donations
The Oasis School of Human Relations Ltd has continued to support the Foundation and their donation is an on-going contribution that sustains the work of the charity. In 2020 they have also contributed time (trustees’ time, staff support and volunteer facilitator time) and resources (IT, storage space, office facilities, and meeting space).
1 9
T H E F O U N D A T I O N ’ S D I R E C T I O N
Towards 2025
“Building individual and community resilience”
What is it about the picture on our front cover that is so magnetic?
How come it was retweeted so many times when Angela Lockwood posted it on Twitter? Maybe it’s the beauty of such a well-tended urban space. Maybe it’s the innocence in a small group of children running playfully towards the future. Perhaps it’s the hope that exudes from a city landscape transformed into a place of life and community.
I’d like to think that it’s a bit of all of these things. Times have been hard for many of us. The pandemic has stretched our homes, families and communities to breaking point. Domestic violence has increased as have mental health problems. Our bodies are on constant high alert. And we have no idea how long this might go on for. Every time we think we’re through it another variant arises and our plans are turned inside out.
In 2020 when the Trustees reviewed the Foundation’s strategy we had a sense that COVID might be only the start of a process of global turbulence that was coming. There was the virus, then Brexit and perhaps most challenging, we had a weather eye(!) on the ongoing climate and ecological emergency. All of these things seemed to spell unprecedented chaos and uncertainty.
When we thought about responding to this situation one word kept coming up: resilience. Our sense was that the world was becoming so uncertain that having the ability to respond to anything, to bounce back and start again, without ever expecting to be able to be certain about anything, this was what would be needed.
This is why we put resilience, especially at the community level, at the heart of the Foundation’s strategy. It felt like something Oasis is good at, and something that would be increasingly helpful over coming years.
Chris Taylor 2021
----- Start of picture text -----
2 0
----- End of picture text -----
What this might look like 2021-2025
As and when our 2020/21 projects come to a natural close, we envisage a managed and considered transition to new projects aligned to this future direction and the aims of the Foundation. We expect that this will include some or all of the following:
-
Continuing to support individuals and communities working with change by bringing our practical experience, resources, connections and whole person approaches.
-
Ensuring that a diverse mix of partners and voices are heard and enabled to contribute to our thinking.
-
Developing processes with others to imagine a world where people and planet really matter; spreading this work more widely.
-
Identifying and acting on ways to connect communities working on resilience from the bottom up.
-
Gathering and sharing the key learnings from initiatives, and hearing what others are discovering.
-
Designing and running programmes for next generation leaders and change makers to support their personal resilience, build commitment to their purpose and consider their contribution to the emerging world.
-
Telling the stories of our work via improved web pages and reinstating the email newsletter.
-
Exploring the role of the transpersonal in our work.
2 1
A B O U T T H E O A S I S F O U N D A T I O N
our purpose
“To support the development of those engaged in positive social change towards building regenerative relationships between people and planet.”
The Foundation’s four key areas of focus:
----- Start of picture text -----
1
----- End of picture text -----
----- Start of picture text -----
2
----- End of picture text -----
Catalysing the Supporting development of social change people engaged in organisations and social change networks
----- Start of picture text -----
3
----- End of picture text -----
Direct Action for Social Change, Social Justice and Wellbeing
----- Start of picture text -----
4
----- End of picture text -----
Fostering the transpersonal aspects of the whole person
How we work
How we work is as important to us as what we do. We value and nourish the ‘whole person’ and believe that all humans have the capacity to learn and develop. Our Whole Person Learning approach asserts that there are many intrinsic, inseparable and dynamic relationships that make up the whole person.
Through whole person learning, the Oasis Foundation seeks to be a catalyst by providing educational and experiential opportunities that bring about positive, integrated social change fit for a healthy future. This means engaging in an active process of learning to live more fully and act more consciously and intentionally.
We believe, and our lived experience has shown us, that using approaches that support changemakers to be more of their whole, authentic self can be transformational and long lasting. It helps people to develop the skills to be more powerful and effective in their activism, to build productive reciprocal relationships for change and to build resilience to counteract helplessness, burn-out or losing heart.
Whole Person learning – approaches that go beyond the surface and work at depth to support personal growth.
Peer-based relationships – exploring and promoting ways of working that distribute power, support individuals’ passions and build direction through co-production.
Seeking the emergent – shedding light on what’s not already known and prototyping new approaches.
Building connection – when people are connected to their own deeper sense of self, to each other, to the natural world and the society they live in, they are at their most creative and effective.
Supporting the creation of a new story – we increasingly find that meaningful change comes from creating and nurturing the new rather than repeating old patterns of thinking and behaviour.
2 2
Our Trustees in 2020
Mary Godfrey – Chair of the Board of Trustees Nick Ellerby – Co-Director of the Oasis School Marion Ragaliauskas – Company Secretary, CoDirector of the Oasis School Rick Trask Fiona Rocket-Taylor – Treasurer
Project leads
Chris Taylor – Project Director Sarah Bryson Isabela de Souza
Our advisory Board
Rob Bell - Social Justice Johan Gunners – Entrapreneurship Tim Morgan – Finance and Audit Nick Dyson – Charity Law Jill Cox – Mental Health
2 3
Supporting positive social change through Whole Person Learning approaches
The Oasis Foundation is a registered charity established by the Oasis School of Human Relations in 1999.
Our aim is to support positive social change through the use of Whole Person Learning approaches.
We are based in Yorkshire, UK and are proud of a global reach through our extensive network of partnerships.
We support practitioners and leaders of emergent social change initiatives, primarily through one-to-one support, peer-based learning and by offering sponsored approaches to learning and organisational development.
Contact us The Oasis Foundation The Oasis School of Human Relations, Hall Mews, Clifford Road, Boston Spa, West Yorkshire LS23 6DT
info@oasishumanrelations.org.uk 01937 541700
June 2021
Registered company Number 03750877 Registered Charity Number 1075693
Oasis Foundation (being a company limited by guarantee)
Report and unaudited financial statements
30 December 2020
OASIS FOUNDATION COMPANY LIMITED BY GUARANTEE
MEMBERS OF THE BOARD AND PROFESSIONAL ADVISERS
| Registered charity name | Oasis Foundation |
|---|---|
| Charity number | 1075693 |
| Company registration number | 03750877 |
| Registered office | Hall Mews |
| Clifford Road | |
| Boston Spa | |
| Wetherby | |
| LS23 6DT | |
| Trustees | N Ellerby |
| F Rockett-Taylor | |
| M Godfrey | |
| R Trask | |
| M Ragaliauskas | |
| Secretary | M Ragaliauskas |
| Bankers | Triodos Bank |
| Deanery Road | |
| Bristol | |
| BS1 5AS | |
| Solicitors | Hartlaw LLP |
| 63 St James Street | |
| Wetherby | |
| West Yorkshire | |
| LS22 6RS | |
| Independent Examiner | Tim Morgan – Chartered Accountant |
| 7 Fowberry Crescent | |
| Fenham | |
| Newcastle upon Tyne | |
| NE4 9XH |
- 1 -
OASIS FOUNDATION COMPANY LIMITED BY GUARANTEE
TRUSTEES ANNUAL REPORT
30 DECEMBER 2020
The trustees, who are also directors for the purposes of company law (except for M Ragaliauskas), present their report and the financial statements of the charity for the year ended 30 December 2020.
The accounts have been prepared in accordance with the accounting policies set out in note 1 to the accounts and comply with the charity's Memorandum and Articles, the Companies Act 2006 and “Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (second edition – 2019)”.
OBJECTIVES AND ACTIVITIES
The formally recorded objects of the charity are:
-
to promote the efficiency of charities, and in particular by the provision of consultancy advice and training services, to assist charities to develop evaluation and development techniques for their programmes and projects, and by giving advice on improved standards of management,
-
to relieve persons who have become unemployed, or who have become disabled or otherwise incapacitated as a result of illness or accident, by providing appropriate advice and counselling so that their conditions of life may be improved,
-
to advance education and relieve poverty and sickness of children in Uganda and in such other areas as the trustees may from time to time determine.
Public benefit that is provided by the Foundation:
Our purpose continues to be to promote and encourage positive social change and social justice through applied Whole Person Learning approaches. To achieve this, we focus on four main activities:
-
Catalysing the development of people engaged in social change
-
Supporting social change organisations
-
Direct Action for Social Change, Social Justice and Healthcare
-
Fostering the transpersonal aspects of the whole person
Our support of key decision makers, practitioners and leaders of small and emergent social change charities in the UK has been sustained primarily through 1-1 support and development, encouraging and fostering social change agents through networking and peer based learning, and offering sponsored approaches to learning and consultancy.
During 2019 we concluded our decision to close our 15-year relationship with Uganda; we are celebrating our support to groups, individual children and schools through microfinance initiatives and business enterprise, as well as by direct grants. All of our work is now based in the UK.
STRUCTURE, GOVERNANCE AND MANAGEMENT
The Oasis Foundation (OF) is constituted as a company limited by guarantee and is governed by a memorandum and articles of association. It was registered as a charity on 21 May 1999.
The trustees who acted throughout the year are disclosed above and those in office at the date of signing of these accounts are listed on page 1. Trustees meet at regular intervals to discuss the affairs of the Foundation and additional advice and support comes from the staff at the Oasis School of Human Relations Limited, as required.
Trustees are elected by members at the AGM unless otherwise, in accordance with the Articles. Membership is open to anyone who supports and is committed to the objectives of the Foundation. Membership is annual from 1 October to 30 September each year. Members are elected at the AGM.
- 2 -
OASIS FOUNDATION COMPANY LIMITED BY GUARANTEE
TRUSTEES ANNUAL REPORT
30 DECEMBER 2020
ACHIEVEMENT AND PERFORMANCE
Summary of the main achievements of the charity during the period
In this last period, the year to December 2020, the charity has seen the following highlights:
Continuing our support for Middlesbrough Urban Eco Village project (previously known as GrUEV), with the balance of the second tranche of funding from the Emergence Foundation, plus new Covid support funding for the community from the Paul Hamlyn Foundation.
Ongoing support for the development of the Coaching Forward initiative to provide 1-1 coaching and mentoring for social change entrepreneurs during their first full year of operation.
Providing seed funding and being a speaking partner for the start-up of a new initiative led by two Brazilian women living in London and collaborating with women leaders from across the world. They have been working in their own time to launch Learning From Women, an initiative which gathers and shares inspiring stories from women in the Global South.
Support for an online Facilitation Skills Programme for next generation responsible leaders arising out of our project Director’s work with the GRLI, COMMIT and Oikos.
Providing 1-1 counselling for Ballet Black dancers left isolated and unable to work during the first and second Covid lockdowns.
Ongoing support for the Windsor Leadership Dialogue to enable next generation leaders to engage.
Other
The Oasis School of Human Relations Ltd has continued to support the Foundation and their donation is an on-going contribution that sustains the work of the charity. In 2020 they have contributed time (trustees’ time, staff support and volunteer facilitator time) and resources (IT, storage space, office facilities, meeting space and financial contributions).
APPOINTMENT OF NEW TRUSTEES
New trustees are already familiar with the practical work of the Foundation, having generally had some exposure or shown an interest before being nominated for appointment.
Trustees are encouraged to visit the centre at Boston Spa and meet other trustees and where appropriate, to attend courses which will facilitate the undertaking of the role.
FINANCIAL REVIEW
Transactions and financial position
The Statement of Financial Activities shows net outgoing (2019 incoming) resources for the period of £9,754 (2019: £8,081) made up of £3,975 net income of unrestricted funds after transfers (2019 net income: £16,754) and £13,729 net expenditure of restricted funds after transfers (2019 net expenditure: £8,673).
The total reserves at the period-end stand at £37,678 (2019: £47,432)
Unrestricted reserves amounted to £24,003 (2019: £20,028) and include a number of designated funds as explained in Note 10 to these financial statements.
The trustees have reviewed the financial position which they consider to be satisfactory.
- 3 -
OASIS FOUNDATION COMPANY LIMITED BY GUARANTEE
TRUSTEES ANNUAL REPORT
30 DECEMBER 2020
RISK MANAGEMENT
The trustees have examined the major strategic, business and operational risks which the charity faces and confirm that systems for managing these which are proportional to the scale of the charity are in place.
RESPONSIBILITIES OF THE TRUSTEES
The trustees (who are also the directors of Oasis Foundation for the purposes of company law other than M Ragaliauskas) are responsible for preparing the Trustees Annual Report and the financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice).
Company law requires the trustees to prepare financial statements for each financial year which give a true and fair view of the state of affairs of the charitable company and of the incoming resources and application of resources, including the income and expenditure, of the charitable company for that period. In preparing these financial statements, the trustees are required to:
-
select suitable accounting policies and then apply them consistently;
-
observe the methods and principles in the Charities SORP;
-
make judgements and estimates that are reasonable and prudent;
-
state whether applicable UK Accounting Standards have been followed, subject to any material departures disclosed and explained in the financial statements; and
-
prepare the financial statements on the going concern basis unless it is inappropriate to presume that the charitable company will continue in operation.
The trustees are responsible for keeping proper accounting records that disclose with reasonable accuracy at any time the financial position of the charitable company and enable them to ensure that the financial statements comply with the Companies Act 2006. The trustees are also responsible for safeguarding the assets of the charitable company and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.
The trustees’ report was approved by the Board of Trustees.
M Godfrey
Chair of Trustees
19[th] May 2021
- 4 -
OASIS FOUNDATION COMPANY LIMITED BY GUARANTEE
Company number 03750877
ACCOUNTANT’S REPORT TO THE MEMBERS OF OASIS FOUNDATION
30 DECEMBER 2020
I report to the trustees on my examination of the financial statements of Oasis Foundation (the charity) for the year ended 30 December 2020.
Responsibilities and basis of report
As the trustees of the charity (and also, other than M Ragaliauskas, its directors for the purposes of company law) you are responsible for the preparation of the financial statements in accordance with the requirements of the Companies Act 2006 (the 2006 Act).
Having satisfied myself that the financial statements of the charity are not required to be audited under Part 16 of the 2006 Act and are eligible for independent examination, I report in respect of my examination of the charity’s financial statements carried out under section 145 of the Charities Act 2011 (the 2011 Act). In carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the 2011 Act.
Independent examiner's statement
I have completed my examination. I confirm that no matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:
-
accounting records were not kept in respect of the charity as required by section 386 of the 2006 Act; or
-
the financial statements do not accord with those records; or
-
the financial statements do not comply with the accounting requirements of section 396 of the 2006 Act 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; or
-
the financial statements have not been prepared in accordance with the methods and principles of the Statement of Recommended Practice for accounting and reporting by charities applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102).
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 financial statements to be reached.
Tim Morgan Chartered Accountant 7 Fowberry Crescent Fenham Newcastle upon Tyne NE4 9XH
Date: 19[th] May 2021
The notes on pages 9 to 12 form part of these financial statements.
- 5 -
OASIS FOUNDATION COMPANY LIMITED BY GUARANTEE
Company number 03750877
STATEMENT OF FINANCIAL ACTIVITIES (INCORPORATING THE INCOME AND EXPENDITURE ACCOUNT)
30 DECEMBER 2020
| Current financial year | Total funds Total funds | Total funds Total funds | Total funds Total funds | ||
|---|---|---|---|---|---|
| Unrestricted | Restricted | year to | year to | ||
| Funds | Funds | 30 Dec 20 | 30 Dec 19 | ||
| Note | £ | £ | £ | £ | |
| INCOME FROM: | |||||
| Donations and legacies | 2 | 5,000 | 26,950 | 31,950 | 30,920 |
| Investment income | 3 | 10 | - | 10 | 5 |
| ---------------------- | ----------------------------- | ----------------------------- | -------------------------------------- | ||
| TOTAL INCOME | 5,010 | 26,950 | 31,960 | 30,925 | |
| --------------------- | ----------------------------- | ----------------------------- | -------------------------------------- | ||
| EXPENDITURE ON: | |||||
| Charitable activities | 4 | (5,651) | (36,063) | (41,714) | (22,844) |
| ------------------------- | ----------------------------- | ----------------------------- | ----------------------------- | ||
| TOTAL EXPENDITURE | (5,651) | (36,063) | (41,714) | (22,844) | |
| ------------------------- | ----------------------------- | ----------------------------- | ----------------------------- | ||
| NET (EXPENSE)/INCOME | |||||
| BEFORE TRANSFERS | (641) | (9,113) | (9,754) | 8,081 | |
| Transfers between Funds | 11 | 4,616 | (4,616) | - |
- |
| ------------------------- | ------------------------- | ----------------------------- | ------------------------- | ||
| NET INCOME/(EXPENDITURE) |
3,975 | (13,729) | (9,754) | 8,081 | |
| RECONCILIATION OF FUNDS | |||||
| Total funds brought forward | 20,028 | 27,404 | 47,432 | 39,351 | |
| ----------------------------- | ----------------------------- | ----------------------------- | ----------------------------- | ||
| TOTAL FUNDS CARRIED | |||||
| FORWARD | 24,003 | 13,675 | 37,678 | 47,432 | |
| ============================= | ============================= | ============================= | ============================= |
The Statement of Financial Activities includes all gains and losses recognised in the year.
All income and expenditure derives from continuing activities.
The statement of financial activities also complies with the requirements for an income and expenditure account under the Companies Act 2006.
The notes on pages 9 to 12 form part of these financial statements.
- 6 -
OASIS FOUNDATION COMPANY LIMITED BY GUARANTEE
Company number 03750877
STATEMENT OF FINANCIAL ACTIVITIES (INCORPORATING THE INCOME AND EXPENDITURE ACCOUNT)
30 DECEMBER 2020
| Previous financial year | Total funds | Total funds | ||
|---|---|---|---|---|
| Unrestricted | Restricted | year to | ||
| Funds | Funds | 30 Dec 19 | ||
| Note | £ | £ | £ | |
| INCOME FROM: | ||||
| Donations and legacies | 2 | 9,500 | 21,420 | 30,920 |
| Investment income | 3 | 5 | - | 5 |
| ---------------------- | ----------------------------- | ----------------------------- | ||
| TOTAL INCOME | 9,505 | 21,420 | 30,925 | |
| --------------------- | ----------------------------- | ----------------------------- | ||
| EXPENDITURE ON: | ||||
| Charitable activities | 4 | (1,916) | (20,928) | (22,844) |
| ------------------------- | ----------------------------- | ----------------------------- | ||
| TOTAL EXPENDITURE | (1,916) | (20,928) | (22,844) | |
| ------------------------- | ----------------------------- | ----------------------------- | ||
| NET INCOME BEFORE | ||||
| TRANSFERS | 7,589 | 492 | 8,081 | |
| Transfers between Funds | 9,165 | (9,165) | - | |
| ------------------------- |
------------------------- | ----------------------------- | ||
| NET INCOME/(EXPENDITURE) |
16,754 | (8,673) | 8,081 | |
| RECONCILIATION OF FUNDS | ||||
| Total funds brought forward | 3,274 | 36,077 | 39,351 | |
| ----------------------------- | ----------------------------- | ----------------------------- | ||
| TOTAL FUNDS CARRIED | ||||
| FORWARD | 20,028 | 27,404 | 47,432 | |
| ============================= | ============================= | ============================= |
The notes on pages 9 to 12 form part of these financial statements.
- 7 -
OASIS FOUNDATION COMPANY LIMITED BY GUARANTEE
Company number 03750877
BALANCE SHEET
30 DECEMBER 2020
| 2020 | 2019 | ||
|---|---|---|---|
| Note | £ | £ | |
| FIXED ASSETS | |||
| Tangible assets | 6 | - | - |
| CURRENT ASSETS | |||
| Cash at bank | 7 | 37,678 | 47,163 |
| ----------------------------- | ----------------------------- | ||
| Debtors | 8 | - | 529 |
| Creditors:Amounts falling due within one year | 9 | - | (260) |
| ----------------------------- | ----------------------------- | ||
| NET CURRENT ASSETS | 37,678 | 47,432 | |
| ----------------------------- | ----------------------------- | ||
| TOTAL ASSETS LESS CURRENT LIABILITIES | 37,678 | 47,432 | |
| ----------------------------- | ----------------------------- | ||
| NET ASSETS | 37,678 | 47,432 | |
| ============================= | ============================= | ||
| FUNDS | |||
| Restricted income funds | 11 | 13,675 | 27,404 |
| Unrestricted income funds | 10 | 24,003 | 20,208 |
| ----------------------------- | ----------------------------- | ||
| TOTAL FUNDS | 37,678 | 47,432 | |
| ============================= | ============================= |
The company is entitled to the exemption from the audit requirement contained in section 477 of the Companies Act 2006, for the period ended 30 December 2020. No member of the company has deposited a notice, pursuant to section 476, requiring an audit of these accounts.
The trustees' acknowledge their responsibilities for ensuring that the charity keeps accounting records which comply with section 386 of the Act and for preparing accounts which give a true and fair view of the state of affairs of the company as at the end of the financial year and of its incoming resources and application of resources, including its income and expenditure, for the financial year in accordance with the requirements of sections 394 and 395 and which otherwise comply with the requirements of the Companies Act 2006 relating to accounts, so far as applicable to the company.
These accounts have been prepared in accordance with the provisions applicable to companies subject to the small companies' regime.
The accounts were approved by the Trustees on 19[th] May 2021.
M Godfrey Trustee
The notes on pages 9 to 12 form part of these financial statements.
- 8 -
OASIS FOUNDATION COMPANY LIMITED BY GUARANTEE
NOTES TO THE FINANCIAL STATEMENTS
30 DECEMBER 2020
1. ACCOUNTING POLICIES
Charity information
Oasis Foundation is a private company limited by guarantee incorporated in England and Wales. The registered office is Hall Mews, Clifford Road, Boston Spa, Wetherby, LS23 6DT. In the event of the charity being wound up, the liability in respect of guarantee is limited to £1 per member of the charity.
1.1 Accounting convention
These accounts have been prepared in accordance with FRS 102 “The Financial Reporting Standard applicable in the UK and Republic of Ireland” (“FRS 102”), “Accounting and Reporting by Charities” the Statement of Recommended Practice for charities applying FRS 102, the Companies Act 2006 and UK Generally Accepted Accounting Practice as it applies from 1 January 2015. The charity is a Public Benefit Entity as defined by FRS 102.
The accounts have been prepared in Sterling, which is the functional currency of the charity. Monetary amounts in these financial statements are rounded to the nearest £.
The accounts have been prepared under the historical cost convention. The principal accounting policies adopted are set out below.
1.2 Going concern
At the time of approving the accounts, the trustees have a reasonable expectation that the charity has adequate resources to continue in operational existence for the foreseeable future. Thus the trustees continue to adopt the going concern basis of accounting in preparing the accounts.
1.3 Charitable funds
Unrestricted funds are available for use at the discretion of the trustees in furtherance of their charitable objectives unless the funds have been designated for other purposes.
1.4 Incoming resources
Income is recognised when the charity is legally entitled to it after any performance conditions have been met, the amounts can be measured reliably, and it is probable that income will be received.
Cash donations are recognised on receipt. Other donations are recognised once the charity has been notified of the donation, unless performance conditions require deferral of the amount. Income tax recoverable in relation to donations received under Gift Aid or deeds of covenant is recognised at the time of receipt.
1.5 Resource expended
Expenditure is recognised once there is a legal or constructive obligation to make a payment to a third party, it is probable that settlement will be required and the amount of the obligation can be measured reliably.
Charitable expenditure comprises those costs incurred by the charity in the delivery of its activities for its beneficiaries. It includes both costs that can be allocated directly to such activities and those costs of an indirect nature necessary to support them.
Support costs are those cost incurred that assist the work of the charity but are not directly incurred by the charitable activities. These costs are allocated between cost of raising funds (where applicable) and charitable activities.
Irrecoverable VAT, where applicable, is charged as a cost against the activity for which the expenditure was incurred.
1.6 Fixed Assets
Tangible fixed assets are stated at cost less depreciation. Assets costing over £100 are normally capitalised.
Depreciation has been provided at the following rates in order to write off the assets (less their estimated residual value) over their estimated useful economic lives:
Office equipment: 25% on the reducing balance.
1.7 Cash and cash equivalents
Cash and cash equivalents include cash in hand, deposits held at call with banks, other short-term liquid
- 9 -
OASIS FOUNDATION COMPANY LIMITED BY GUARANTEE
NOTES TO THE FINANCIAL STATEMENTS
30 DECEMBER 2020
investments with original maturities of three months or less, and bank overdrafts. Bank overdrafts are shown within borrowings in current liabilities.
Basic financial instruments
Basic financial assets, which include debtors and cash and bank balances, are initially measured at transaction price including transaction costs and are subsequently carried at amortised cost using the effective interest method unless the arrangement constitutes a financing transaction, where the transaction is measured at the present value of the future receipts discounted at a market rate of interest. Financial assets classified as receivable within one year are not amortised.
Basic financial liabilities
Basic financial liabilities, including creditors and bank loans are initially recognised at transaction price unless the arrangement constitutes a financing transaction, where the debt instrument is measured at the present value of the future receipts discounted at a market rate of interest. Financial liabilities classified as payable within one year are not amortised.
Debt instruments are subsequently carried at amortised cost, using the effective interest rate method.
Trade creditors are obligations to pay for goods or services that have been acquired in the ordinary course of operations from suppliers. Amounts payable are classified as current liabilities if payment is due within one year or less. If not, they are presented as non-current liabilities. Trade creditors are recognised initially at transaction price and subsequently measured at amortised cost using the effective interest method.
Derecognition
Financial liabilities are derecognised when the charity’s contractual obligations expire or are discharged or cancelled.
2. INCOME FROM DONATIONS AND LEGACIES
| Restricted | Total Funds | Total Funds | |
|---|---|---|---|
| Funds | 2020 | 2019 | |
| £ | £ | £ | |
| Grants, legacies and donations received | - | - | 1,000 |
| Donation from Oasis School of Human Relations | - | 5,000 | 8,500 |
| Northstar | 2,000 | 2,000 | 3,000 |
| Paul Hamlyn Foundation | 18,950 | 18,950 | - |
| Emergence Foundation | 6,000 | 6,000 | 18,420 |
| ----------------------------- | ----------------------------- | ----------------------------- | |
| 26,950 | 31,950 | 30,920 | |
| ============================= | ============================= | ============================= |
In 2019, of the total income from donations and legacies, £9,500 related to unrestricted funds and £21,420 related to restricted funds.
3. INVESTMENT INCOME
UK Bank Interest of £10 was earned on Unrestricted funds (2019: £5).
- 10 -
OASIS FOUNDATION COMPANY LIMITED BY GUARANTEE
NOTES TO THE FINANCIAL STATEMENTS
30 DECEMBER 2020
4. COSTS OF CHARITABLE ACTIVITIES BY FUND TYPE
| Unrestricted | Restricted | Total Funds | Total Funds | |
|---|---|---|---|---|
| Funds | Funds | 2020 | 2019 | |
| £ | £ | £ | £ | |
| Write off of Ugandan balances | - | - | - | 5,814 |
| Coaching Forward | 542 | - | 542 | 1,000 |
| Accountancy & sundry | 861 | - | 861 | 2,101 |
| Leadership & Peer Work | 2,029 | - | 2,029 | 600 |
| Community development/engagement | - | 32,523 | 32,523 | 3,290 |
| Project facilitation/consultancy | 600 | 3,540 | 4,140 | 8,751 |
| Donation to Kwampe Home Care New | ||||
| Hope Children’s hospital | - | - | - | 1,288 |
| Counselling | 1,080 | - | 1,080 | - |
| Learning from Women | 539 | - | 539 | - |
| ------------------------- | ----------------------------- | ----------------------------- | ----------------------------- | |
| 5,651 | 36,063 | 41,714 | 22,844 | |
| ========================= | ============================= | ============================= | ============================= |
Total costs in 2019 included expenditure of £1,916 related to unrestricted funds and £20,928 related to restricted funds.
5. STAFF COSTS
There were no staff costs for the period (2019 £Nil) and no expenses were paid to any trustee (2019 £Nil)
6. TANGIBLE FIXED ASSETS
| 6. | TANGIBLE FIXED ASSETS | ||
|---|---|---|---|
| Office | Equipment | ||
| £ | |||
| COST | |||
| At 30 December 2019 | 1,986 | ||
| Additions | - | ||
| --------------------- | |||
| At 30 December 2020 | 1,986 | ||
| ===================== | |||
| DEPRECIATION | |||
| At 30 December 2019 | 1,986 | ||
| Charge for the period | - | ||
| ------------- | |||
| At 30 December 2020 | 1,986 | ||
| ============= | |||
| NET BOOK VALUE | |||
| At 30 December 2020 | Nil | ||
| ============= | |||
| At 30 December 2019 | Nil | ||
| ============= | |||
| 7. | CASH | ||
| 2020 | 2019 | ||
| £ | £ | ||
| Cash held in UK in £ | 37,678 | 47,163 | |
| ----------------------------- | ----------------------------- | ||
| 37,678 | 47,163 | ||
| ============================= | ============================= | ||
| 8. | DEBTORS | ||
| 2020 | 2019 | ||
| £ | £ | ||
| Prepaid costs | - | 529 | |
| ----------------------------- | ----------------------------- | ||
| 529 | 529 | ||
| ============================= | ============================= |
- 11 -
COMPANY LIMITED BY GUARANTEE
OASIS FOUNDATION
NOTES TO THE FINANCIAL STATEMENTS
30 DECEMBER 2020
9. CREDITORS
| 2020 | 2019 | |
|---|---|---|
| £ | £ | |
| ----------------------------- | ----------------------------- | |
| Amount owed for expenses and travel | - | 260 |
| ============================= | ============================= |
10. ANALYSIS OF NET ASSETS BETWEEN FUNDS
| Unrestricted | Restricted | Total | |
|---|---|---|---|
| Funds | Funds | Funds | |
| £ | £ | £ | |
| Current Assets | 24,003 | 13,675 | 37,678 |
| ----------------------------- | ----------------------------- | ----------------------------- | |
| 24,003 | 13,675 | 37,678 | |
| ============================= | ============================= | ============================= |
In 2019 unrestricted funds of £20,030 and restricted funds of £27,402 were all current assets. Total funds were £47,432. Unrestricted funds include five designated funds – New Year New Story £326, Coaching Bursaries £900, Learning from Women £2,461, Coaching Forward £77 and Research £3,500. (In 2019 there were two designated funds – Peerworks £2,900 and New Year New Story £326).
11. ANALYSIS OF RESTRICTED FUNDS
| Opening | Income in | Expended | Transfer in | Closing | |
|---|---|---|---|---|---|
| Balance | year | in year | year | Balance | |
| 31/12/19 | 30/12/20 | ||||
| £ | £ | £ | £ | £ | |
| UK Based Development * | 4,066 | - | - | (4,066) | - |
| J Steel 1-2-1 Counselling ** | 550 | - | - | (550) | - |
| Bryce’s Fund | 1,683 | - | - | - | 1,683 |
| Social Change Projects | 55 | - | - | - | 55 |
| Middlesbrough GrUVE Project | 21,050 | 26,950 | (36,063) | - | 11,937 |
| ------------------------- | ----------------------------- | ----------------------------- | ----------------------------- | ----------------------------- | |
| 27,404 | 26,950 | (36,063) | (4,616) | 13,675 | |
| ========================= | ============================= | ============================= | ============================= | ============================= |
*The only restriction on this fund was for it to be used in the UK and the Trustees have now transferred this to the general Unrestricted Fund as the charity is only working in the UK.
** The Trustees have drawn to a close the low cost counselling provision and transferred the balance of these funds to Unrestricted Funds with the knowledge of the original donor.
12. RELATED PARTY TRANSACTIONS
During the year a donation of £5,000 (2019:£8,500) was received from The Oasis School of Human Relations Limited, a company in which N Ellerby and M Ragaliauskas, two of the Trustees, acted as directors.
13. SHARE CAPITAL
The Foundation is incorporated under the Companies Act and is limited by guarantee, each member having undertaken to contribute such amounts not exceeding £1 as may be required in the event of the company being wound up whilst he or she is still a member or within one year thereafter.
14. WINDING UP OR DISSOLUTION OF THE CHARITY
If upon the winding up or dissolution of the foundation there remain any assets, after the satisfaction of all debts and liabilities, the assets represented by the accumulated funds shall be transferred to some other charitable body or bodies having similar objects to the foundation.
- 12 -
Registered company Number 03750877 Registered Charity Number 1075693
Oasis Foundation (being a company limited by guarantee)
Report and unaudited financial statements
30 December 2020
OASIS FOUNDATION COMPANY LIMITED BY GUARANTEE
MEMBERS OF THE BOARD AND PROFESSIONAL ADVISERS
| Registered charity name | Oasis Foundation |
|---|---|
| Charity number | 1075693 |
| Company registration number | 03750877 |
| Registered office | Hall Mews |
| Clifford Road | |
| Boston Spa | |
| Wetherby | |
| LS23 6DT | |
| Trustees | N Ellerby |
| F Rockett-Taylor | |
| M Godfrey | |
| R Trask | |
| M Ragaliauskas | |
| Secretary | M Ragaliauskas |
| Bankers | Triodos Bank |
| Deanery Road | |
| Bristol | |
| BS1 5AS | |
| Solicitors | Hartlaw LLP |
| 63 St James Street | |
| Wetherby | |
| West Yorkshire | |
| LS22 6RS | |
| Independent Examiner | Tim Morgan – Chartered Accountant |
| 7 Fowberry Crescent | |
| Fenham | |
| Newcastle upon Tyne | |
| NE4 9XH |
- 1 -
OASIS FOUNDATION COMPANY LIMITED BY GUARANTEE
TRUSTEES ANNUAL REPORT
30 DECEMBER 2020
The trustees, who are also directors for the purposes of company law (except for M Ragaliauskas), present their report and the financial statements of the charity for the year ended 30 December 2020.
The accounts have been prepared in accordance with the accounting policies set out in note 1 to the accounts and comply with the charity's Memorandum and Articles, the Companies Act 2006 and “Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (second edition – 2019)”.
OBJECTIVES AND ACTIVITIES
The formally recorded objects of the charity are:
-
to promote the efficiency of charities, and in particular by the provision of consultancy advice and training services, to assist charities to develop evaluation and development techniques for their programmes and projects, and by giving advice on improved standards of management,
-
to relieve persons who have become unemployed, or who have become disabled or otherwise incapacitated as a result of illness or accident, by providing appropriate advice and counselling so that their conditions of life may be improved,
-
to advance education and relieve poverty and sickness of children in Uganda and in such other areas as the trustees may from time to time determine.
Public benefit that is provided by the Foundation:
Our purpose continues to be to promote and encourage positive social change and social justice through applied Whole Person Learning approaches. To achieve this, we focus on four main activities:
-
Catalysing the development of people engaged in social change
-
Supporting social change organisations
-
Direct Action for Social Change, Social Justice and Healthcare
-
Fostering the transpersonal aspects of the whole person
Our support of key decision makers, practitioners and leaders of small and emergent social change charities in the UK has been sustained primarily through 1-1 support and development, encouraging and fostering social change agents through networking and peer based learning, and offering sponsored approaches to learning and consultancy.
During 2019 we concluded our decision to close our 15-year relationship with Uganda; we are celebrating our support to groups, individual children and schools through microfinance initiatives and business enterprise, as well as by direct grants. All of our work is now based in the UK.
STRUCTURE, GOVERNANCE AND MANAGEMENT
The Oasis Foundation (OF) is constituted as a company limited by guarantee and is governed by a memorandum and articles of association. It was registered as a charity on 21 May 1999.
The trustees who acted throughout the year are disclosed above and those in office at the date of signing of these accounts are listed on page 1. Trustees meet at regular intervals to discuss the affairs of the Foundation and additional advice and support comes from the staff at the Oasis School of Human Relations Limited, as required.
Trustees are elected by members at the AGM unless otherwise, in accordance with the Articles. Membership is open to anyone who supports and is committed to the objectives of the Foundation. Membership is annual from 1 October to 30 September each year. Members are elected at the AGM.
- 2 -
OASIS FOUNDATION COMPANY LIMITED BY GUARANTEE
TRUSTEES ANNUAL REPORT
30 DECEMBER 2020
ACHIEVEMENT AND PERFORMANCE
Summary of the main achievements of the charity during the period
In this last period, the year to December 2020, the charity has seen the following highlights:
Continuing our support for Middlesbrough Urban Eco Village project (previously known as GrUEV), with the balance of the second tranche of funding from the Emergence Foundation, plus new Covid support funding for the community from the Paul Hamlyn Foundation.
Ongoing support for the development of the Coaching Forward initiative to provide 1-1 coaching and mentoring for social change entrepreneurs during their first full year of operation.
Providing seed funding and being a speaking partner for the start-up of a new initiative led by two Brazilian women living in London and collaborating with women leaders from across the world. They have been working in their own time to launch Learning From Women, an initiative which gathers and shares inspiring stories from women in the Global South.
Support for an online Facilitation Skills Programme for next generation responsible leaders arising out of our project Director’s work with the GRLI, COMMIT and Oikos.
Providing 1-1 counselling for Ballet Black dancers left isolated and unable to work during the first and second Covid lockdowns.
Ongoing support for the Windsor Leadership Dialogue to enable next generation leaders to engage.
Other
The Oasis School of Human Relations Ltd has continued to support the Foundation and their donation is an on-going contribution that sustains the work of the charity. In 2020 they have contributed time (trustees’ time, staff support and volunteer facilitator time) and resources (IT, storage space, office facilities, meeting space and financial contributions).
APPOINTMENT OF NEW TRUSTEES
New trustees are already familiar with the practical work of the Foundation, having generally had some exposure or shown an interest before being nominated for appointment.
Trustees are encouraged to visit the centre at Boston Spa and meet other trustees and where appropriate, to attend courses which will facilitate the undertaking of the role.
FINANCIAL REVIEW
Transactions and financial position
The Statement of Financial Activities shows net outgoing (2019 incoming) resources for the period of £9,754 (2019: £8,081) made up of £3,975 net income of unrestricted funds after transfers (2019 net income: £16,754) and £13,729 net expenditure of restricted funds after transfers (2019 net expenditure: £8,673).
The total reserves at the period-end stand at £37,678 (2019: £47,432)
Unrestricted reserves amounted to £24,003 (2019: £20,028) and include a number of designated funds as explained in Note 10 to these financial statements.
The trustees have reviewed the financial position which they consider to be satisfactory.
- 3 -
OASIS FOUNDATION COMPANY LIMITED BY GUARANTEE
TRUSTEES ANNUAL REPORT
30 DECEMBER 2020
RISK MANAGEMENT
The trustees have examined the major strategic, business and operational risks which the charity faces and confirm that systems for managing these which are proportional to the scale of the charity are in place.
RESPONSIBILITIES OF THE TRUSTEES
The trustees (who are also the directors of Oasis Foundation for the purposes of company law other than M Ragaliauskas) are responsible for preparing the Trustees Annual Report and the financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice).
Company law requires the trustees to prepare financial statements for each financial year which give a true and fair view of the state of affairs of the charitable company and of the incoming resources and application of resources, including the income and expenditure, of the charitable company for that period. In preparing these financial statements, the trustees are required to:
-
select suitable accounting policies and then apply them consistently;
-
observe the methods and principles in the Charities SORP;
-
make judgements and estimates that are reasonable and prudent;
-
state whether applicable UK Accounting Standards have been followed, subject to any material departures disclosed and explained in the financial statements; and
-
prepare the financial statements on the going concern basis unless it is inappropriate to presume that the charitable company will continue in operation.
The trustees are responsible for keeping proper accounting records that disclose with reasonable accuracy at any time the financial position of the charitable company and enable them to ensure that the financial statements comply with the Companies Act 2006. The trustees are also responsible for safeguarding the assets of the charitable company and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.
The trustees’ report was approved by the Board of Trustees.
M Godfrey
Chair of Trustees
19[th] May 2021
- 4 -
OASIS FOUNDATION COMPANY LIMITED BY GUARANTEE
Company number 03750877
ACCOUNTANT’S REPORT TO THE MEMBERS OF OASIS FOUNDATION
30 DECEMBER 2020
I report to the trustees on my examination of the financial statements of Oasis Foundation (the charity) for the year ended 30 December 2020.
Responsibilities and basis of report
As the trustees of the charity (and also, other than M Ragaliauskas, its directors for the purposes of company law) you are responsible for the preparation of the financial statements in accordance with the requirements of the Companies Act 2006 (the 2006 Act).
Having satisfied myself that the financial statements of the charity are not required to be audited under Part 16 of the 2006 Act and are eligible for independent examination, I report in respect of my examination of the charity’s financial statements carried out under section 145 of the Charities Act 2011 (the 2011 Act). In carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the 2011 Act.
Independent examiner's statement
I have completed my examination. I confirm that no matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:
-
accounting records were not kept in respect of the charity as required by section 386 of the 2006 Act; or
-
the financial statements do not accord with those records; or
-
the financial statements do not comply with the accounting requirements of section 396 of the 2006 Act 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; or
-
the financial statements have not been prepared in accordance with the methods and principles of the Statement of Recommended Practice for accounting and reporting by charities applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102).
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 financial statements to be reached.
Tim Morgan Chartered Accountant 7 Fowberry Crescent Fenham Newcastle upon Tyne NE4 9XH
Date: 19[th] May 2021
The notes on pages 9 to 12 form part of these financial statements.
- 5 -
OASIS FOUNDATION COMPANY LIMITED BY GUARANTEE
Company number 03750877
STATEMENT OF FINANCIAL ACTIVITIES (INCORPORATING THE INCOME AND EXPENDITURE ACCOUNT)
30 DECEMBER 2020
| Current financial year | Total funds Total funds | Total funds Total funds | Total funds Total funds | ||
|---|---|---|---|---|---|
| Unrestricted | Restricted | year to | year to | ||
| Funds | Funds | 30 Dec 20 | 30 Dec 19 | ||
| Note | £ | £ | £ | £ | |
| INCOME FROM: | |||||
| Donations and legacies | 2 | 5,000 | 26,950 | 31,950 | 30,920 |
| Investment income | 3 | 10 | - | 10 | 5 |
| ---------------------- | ----------------------------- | ----------------------------- | -------------------------------------- | ||
| TOTAL INCOME | 5,010 | 26,950 | 31,960 | 30,925 | |
| --------------------- | ----------------------------- | ----------------------------- | -------------------------------------- | ||
| EXPENDITURE ON: | |||||
| Charitable activities | 4 | (5,651) | (36,063) | (41,714) | (22,844) |
| ------------------------- | ----------------------------- | ----------------------------- | ----------------------------- | ||
| TOTAL EXPENDITURE | (5,651) | (36,063) | (41,714) | (22,844) | |
| ------------------------- | ----------------------------- | ----------------------------- | ----------------------------- | ||
| NET (EXPENSE)/INCOME | |||||
| BEFORE TRANSFERS | (641) | (9,113) | (9,754) | 8,081 | |
| Transfers between Funds | 11 | 4,616 | (4,616) | - |
- |
| ------------------------- | ------------------------- | ----------------------------- | ------------------------- | ||
| NET INCOME/(EXPENDITURE) |
3,975 | (13,729) | (9,754) | 8,081 | |
| RECONCILIATION OF FUNDS | |||||
| Total funds brought forward | 20,028 | 27,404 | 47,432 | 39,351 | |
| ----------------------------- | ----------------------------- | ----------------------------- | ----------------------------- | ||
| TOTAL FUNDS CARRIED | |||||
| FORWARD | 24,003 | 13,675 | 37,678 | 47,432 | |
| ============================= | ============================= | ============================= | ============================= |
The Statement of Financial Activities includes all gains and losses recognised in the year.
All income and expenditure derives from continuing activities.
The statement of financial activities also complies with the requirements for an income and expenditure account under the Companies Act 2006.
The notes on pages 9 to 12 form part of these financial statements.
- 6 -
OASIS FOUNDATION COMPANY LIMITED BY GUARANTEE
Company number 03750877
STATEMENT OF FINANCIAL ACTIVITIES (INCORPORATING THE INCOME AND EXPENDITURE ACCOUNT)
30 DECEMBER 2020
| Previous financial year | Total funds | Total funds | ||
|---|---|---|---|---|
| Unrestricted | Restricted | year to | ||
| Funds | Funds | 30 Dec 19 | ||
| Note | £ | £ | £ | |
| INCOME FROM: | ||||
| Donations and legacies | 2 | 9,500 | 21,420 | 30,920 |
| Investment income | 3 | 5 | - | 5 |
| ---------------------- | ----------------------------- | ----------------------------- | ||
| TOTAL INCOME | 9,505 | 21,420 | 30,925 | |
| --------------------- | ----------------------------- | ----------------------------- | ||
| EXPENDITURE ON: | ||||
| Charitable activities | 4 | (1,916) | (20,928) | (22,844) |
| ------------------------- | ----------------------------- | ----------------------------- | ||
| TOTAL EXPENDITURE | (1,916) | (20,928) | (22,844) | |
| ------------------------- | ----------------------------- | ----------------------------- | ||
| NET INCOME BEFORE | ||||
| TRANSFERS | 7,589 | 492 | 8,081 | |
| Transfers between Funds | 9,165 | (9,165) | - | |
| ------------------------- |
------------------------- | ----------------------------- | ||
| NET INCOME/(EXPENDITURE) |
16,754 | (8,673) | 8,081 | |
| RECONCILIATION OF FUNDS | ||||
| Total funds brought forward | 3,274 | 36,077 | 39,351 | |
| ----------------------------- | ----------------------------- | ----------------------------- | ||
| TOTAL FUNDS CARRIED | ||||
| FORWARD | 20,028 | 27,404 | 47,432 | |
| ============================= | ============================= | ============================= |
The notes on pages 9 to 12 form part of these financial statements.
- 7 -
OASIS FOUNDATION COMPANY LIMITED BY GUARANTEE
Company number 03750877
BALANCE SHEET
30 DECEMBER 2020
| 2020 | 2019 | ||
|---|---|---|---|
| Note | £ | £ | |
| FIXED ASSETS | |||
| Tangible assets | 6 | - | - |
| CURRENT ASSETS | |||
| Cash at bank | 7 | 37,678 | 47,163 |
| ----------------------------- | ----------------------------- | ||
| Debtors | 8 | - | 529 |
| Creditors:Amounts falling due within one year | 9 | - | (260) |
| ----------------------------- | ----------------------------- | ||
| NET CURRENT ASSETS | 37,678 | 47,432 | |
| ----------------------------- | ----------------------------- | ||
| TOTAL ASSETS LESS CURRENT LIABILITIES | 37,678 | 47,432 | |
| ----------------------------- | ----------------------------- | ||
| NET ASSETS | 37,678 | 47,432 | |
| ============================= | ============================= | ||
| FUNDS | |||
| Restricted income funds | 11 | 13,675 | 27,404 |
| Unrestricted income funds | 10 | 24,003 | 20,208 |
| ----------------------------- | ----------------------------- | ||
| TOTAL FUNDS | 37,678 | 47,432 | |
| ============================= | ============================= |
The company is entitled to the exemption from the audit requirement contained in section 477 of the Companies Act 2006, for the period ended 30 December 2020. No member of the company has deposited a notice, pursuant to section 476, requiring an audit of these accounts.
The trustees' acknowledge their responsibilities for ensuring that the charity keeps accounting records which comply with section 386 of the Act and for preparing accounts which give a true and fair view of the state of affairs of the company as at the end of the financial year and of its incoming resources and application of resources, including its income and expenditure, for the financial year in accordance with the requirements of sections 394 and 395 and which otherwise comply with the requirements of the Companies Act 2006 relating to accounts, so far as applicable to the company.
These accounts have been prepared in accordance with the provisions applicable to companies subject to the small companies' regime.
The accounts were approved by the Trustees on 19[th] May 2021.
M Godfrey Trustee
The notes on pages 9 to 12 form part of these financial statements.
- 8 -
OASIS FOUNDATION COMPANY LIMITED BY GUARANTEE
NOTES TO THE FINANCIAL STATEMENTS
30 DECEMBER 2020
1. ACCOUNTING POLICIES
Charity information
Oasis Foundation is a private company limited by guarantee incorporated in England and Wales. The registered office is Hall Mews, Clifford Road, Boston Spa, Wetherby, LS23 6DT. In the event of the charity being wound up, the liability in respect of guarantee is limited to £1 per member of the charity.
1.1 Accounting convention
These accounts have been prepared in accordance with FRS 102 “The Financial Reporting Standard applicable in the UK and Republic of Ireland” (“FRS 102”), “Accounting and Reporting by Charities” the Statement of Recommended Practice for charities applying FRS 102, the Companies Act 2006 and UK Generally Accepted Accounting Practice as it applies from 1 January 2015. The charity is a Public Benefit Entity as defined by FRS 102.
The accounts have been prepared in Sterling, which is the functional currency of the charity. Monetary amounts in these financial statements are rounded to the nearest £.
The accounts have been prepared under the historical cost convention. The principal accounting policies adopted are set out below.
1.2 Going concern
At the time of approving the accounts, the trustees have a reasonable expectation that the charity has adequate resources to continue in operational existence for the foreseeable future. Thus the trustees continue to adopt the going concern basis of accounting in preparing the accounts.
1.3 Charitable funds
Unrestricted funds are available for use at the discretion of the trustees in furtherance of their charitable objectives unless the funds have been designated for other purposes.
1.4 Incoming resources
Income is recognised when the charity is legally entitled to it after any performance conditions have been met, the amounts can be measured reliably, and it is probable that income will be received.
Cash donations are recognised on receipt. Other donations are recognised once the charity has been notified of the donation, unless performance conditions require deferral of the amount. Income tax recoverable in relation to donations received under Gift Aid or deeds of covenant is recognised at the time of receipt.
1.5 Resource expended
Expenditure is recognised once there is a legal or constructive obligation to make a payment to a third party, it is probable that settlement will be required and the amount of the obligation can be measured reliably.
Charitable expenditure comprises those costs incurred by the charity in the delivery of its activities for its beneficiaries. It includes both costs that can be allocated directly to such activities and those costs of an indirect nature necessary to support them.
Support costs are those cost incurred that assist the work of the charity but are not directly incurred by the charitable activities. These costs are allocated between cost of raising funds (where applicable) and charitable activities.
Irrecoverable VAT, where applicable, is charged as a cost against the activity for which the expenditure was incurred.
1.6 Fixed Assets
Tangible fixed assets are stated at cost less depreciation. Assets costing over £100 are normally capitalised.
Depreciation has been provided at the following rates in order to write off the assets (less their estimated residual value) over their estimated useful economic lives:
Office equipment: 25% on the reducing balance.
1.7 Cash and cash equivalents
Cash and cash equivalents include cash in hand, deposits held at call with banks, other short-term liquid
- 9 -
OASIS FOUNDATION COMPANY LIMITED BY GUARANTEE
NOTES TO THE FINANCIAL STATEMENTS
30 DECEMBER 2020
investments with original maturities of three months or less, and bank overdrafts. Bank overdrafts are shown within borrowings in current liabilities.
Basic financial instruments
Basic financial assets, which include debtors and cash and bank balances, are initially measured at transaction price including transaction costs and are subsequently carried at amortised cost using the effective interest method unless the arrangement constitutes a financing transaction, where the transaction is measured at the present value of the future receipts discounted at a market rate of interest. Financial assets classified as receivable within one year are not amortised.
Basic financial liabilities
Basic financial liabilities, including creditors and bank loans are initially recognised at transaction price unless the arrangement constitutes a financing transaction, where the debt instrument is measured at the present value of the future receipts discounted at a market rate of interest. Financial liabilities classified as payable within one year are not amortised.
Debt instruments are subsequently carried at amortised cost, using the effective interest rate method.
Trade creditors are obligations to pay for goods or services that have been acquired in the ordinary course of operations from suppliers. Amounts payable are classified as current liabilities if payment is due within one year or less. If not, they are presented as non-current liabilities. Trade creditors are recognised initially at transaction price and subsequently measured at amortised cost using the effective interest method.
Derecognition
Financial liabilities are derecognised when the charity’s contractual obligations expire or are discharged or cancelled.
2. INCOME FROM DONATIONS AND LEGACIES
| Restricted | Total Funds | Total Funds | |
|---|---|---|---|
| Funds | 2020 | 2019 | |
| £ | £ | £ | |
| Grants, legacies and donations received | - | - | 1,000 |
| Donation from Oasis School of Human Relations | - | 5,000 | 8,500 |
| Northstar | 2,000 | 2,000 | 3,000 |
| Paul Hamlyn Foundation | 18,950 | 18,950 | - |
| Emergence Foundation | 6,000 | 6,000 | 18,420 |
| ----------------------------- | ----------------------------- | ----------------------------- | |
| 26,950 | 31,950 | 30,920 | |
| ============================= | ============================= | ============================= |
In 2019, of the total income from donations and legacies, £9,500 related to unrestricted funds and £21,420 related to restricted funds.
3. INVESTMENT INCOME
UK Bank Interest of £10 was earned on Unrestricted funds (2019: £5).
- 10 -
OASIS FOUNDATION COMPANY LIMITED BY GUARANTEE
NOTES TO THE FINANCIAL STATEMENTS
30 DECEMBER 2020
4. COSTS OF CHARITABLE ACTIVITIES BY FUND TYPE
| Unrestricted | Restricted | Total Funds | Total Funds | |
|---|---|---|---|---|
| Funds | Funds | 2020 | 2019 | |
| £ | £ | £ | £ | |
| Write off of Ugandan balances | - | - | - | 5,814 |
| Coaching Forward | 542 | - | 542 | 1,000 |
| Accountancy & sundry | 861 | - | 861 | 2,101 |
| Leadership & Peer Work | 2,029 | - | 2,029 | 600 |
| Community development/engagement | - | 32,523 | 32,523 | 3,290 |
| Project facilitation/consultancy | 600 | 3,540 | 4,140 | 8,751 |
| Donation to Kwampe Home Care New | ||||
| Hope Children’s hospital | - | - | - | 1,288 |
| Counselling | 1,080 | - | 1,080 | - |
| Learning from Women | 539 | - | 539 | - |
| ------------------------- | ----------------------------- | ----------------------------- | ----------------------------- | |
| 5,651 | 36,063 | 41,714 | 22,844 | |
| ========================= | ============================= | ============================= | ============================= |
Total costs in 2019 included expenditure of £1,916 related to unrestricted funds and £20,928 related to restricted funds.
5. STAFF COSTS
There were no staff costs for the period (2019 £Nil) and no expenses were paid to any trustee (2019 £Nil)
6. TANGIBLE FIXED ASSETS
| 6. | TANGIBLE FIXED ASSETS | ||
|---|---|---|---|
| Office | Equipment | ||
| £ | |||
| COST | |||
| At 30 December 2019 | 1,986 | ||
| Additions | - | ||
| --------------------- | |||
| At 30 December 2020 | 1,986 | ||
| ===================== | |||
| DEPRECIATION | |||
| At 30 December 2019 | 1,986 | ||
| Charge for the period | - | ||
| ------------- | |||
| At 30 December 2020 | 1,986 | ||
| ============= | |||
| NET BOOK VALUE | |||
| At 30 December 2020 | Nil | ||
| ============= | |||
| At 30 December 2019 | Nil | ||
| ============= | |||
| 7. | CASH | ||
| 2020 | 2019 | ||
| £ | £ | ||
| Cash held in UK in £ | 37,678 | 47,163 | |
| ----------------------------- | ----------------------------- | ||
| 37,678 | 47,163 | ||
| ============================= | ============================= | ||
| 8. | DEBTORS | ||
| 2020 | 2019 | ||
| £ | £ | ||
| Prepaid costs | - | 529 | |
| ----------------------------- | ----------------------------- | ||
| 529 | 529 | ||
| ============================= | ============================= |
- 11 -
COMPANY LIMITED BY GUARANTEE
OASIS FOUNDATION
NOTES TO THE FINANCIAL STATEMENTS
30 DECEMBER 2020
9. CREDITORS
| 2020 | 2019 | |
|---|---|---|
| £ | £ | |
| ----------------------------- | ----------------------------- | |
| Amount owed for expenses and travel | - | 260 |
| ============================= | ============================= |
10. ANALYSIS OF NET ASSETS BETWEEN FUNDS
| Unrestricted | Restricted | Total | |
|---|---|---|---|
| Funds | Funds | Funds | |
| £ | £ | £ | |
| Current Assets | 24,003 | 13,675 | 37,678 |
| ----------------------------- | ----------------------------- | ----------------------------- | |
| 24,003 | 13,675 | 37,678 | |
| ============================= | ============================= | ============================= |
In 2019 unrestricted funds of £20,030 and restricted funds of £27,402 were all current assets. Total funds were £47,432. Unrestricted funds include five designated funds – New Year New Story £326, Coaching Bursaries £900, Learning from Women £2,461, Coaching Forward £77 and Research £3,500. (In 2019 there were two designated funds – Peerworks £2,900 and New Year New Story £326).
11. ANALYSIS OF RESTRICTED FUNDS
| Opening | Income in | Expended | Transfer in | Closing | |
|---|---|---|---|---|---|
| Balance | year | in year | year | Balance | |
| 31/12/19 | 30/12/20 | ||||
| £ | £ | £ | £ | £ | |
| UK Based Development * | 4,066 | - | - | (4,066) | - |
| J Steel 1-2-1 Counselling ** | 550 | - | - | (550) | - |
| Bryce’s Fund | 1,683 | - | - | - | 1,683 |
| Social Change Projects | 55 | - | - | - | 55 |
| Middlesbrough GrUVE Project | 21,050 | 26,950 | (36,063) | - | 11,937 |
| ------------------------- | ----------------------------- | ----------------------------- | ----------------------------- | ----------------------------- | |
| 27,404 | 26,950 | (36,063) | (4,616) | 13,675 | |
| ========================= | ============================= | ============================= | ============================= | ============================= |
*The only restriction on this fund was for it to be used in the UK and the Trustees have now transferred this to the general Unrestricted Fund as the charity is only working in the UK.
** The Trustees have drawn to a close the low cost counselling provision and transferred the balance of these funds to Unrestricted Funds with the knowledge of the original donor.
12. RELATED PARTY TRANSACTIONS
During the year a donation of £5,000 (2019:£8,500) was received from The Oasis School of Human Relations Limited, a company in which N Ellerby and M Ragaliauskas, two of the Trustees, acted as directors.
13. SHARE CAPITAL
The Foundation is incorporated under the Companies Act and is limited by guarantee, each member having undertaken to contribute such amounts not exceeding £1 as may be required in the event of the company being wound up whilst he or she is still a member or within one year thereafter.
14. WINDING UP OR DISSOLUTION OF THE CHARITY
If upon the winding up or dissolution of the foundation there remain any assets, after the satisfaction of all debts and liabilities, the assets represented by the accumulated funds shall be transferred to some other charitable body or bodies having similar objects to the foundation.
- 12 -