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2020-12-31-accounts

EDUCATION FOR THE CHILDREN FOUNDATION

ANNUAL ACCOUNTS YEAR ENDED 31[ST] DECEMBER 2020

Charity Registration Number 1099280

1

www.eftc.org.uk enquiries@eftc.org.uk

Principle and Registered Address:

52a Rectory Road, West Bridgford, Nottingham, Notts, NG2 6BU

Governance: The Charity is constituted under a trust deed dated 2[nd] October 2017.

Trustees who served during the year of 2020:

Michelle Aitken (Chair) Matt Denman Nimesh Kamath Miranda Keast Sophie McKee Dougal Powrie

Chief Executive: David McKee

The Board of Trustees meet regularly and twice a year, formally, to discuss policy, strategy and finances. In addition, trustees convene whenever the need arises to advise on matters of urgency. Decisions are made on a majority vote.

Risk Assessment

The risk register is continually updated and discussed at each meeting. The Trustees have assessed the major risks to which the charity is exposed and are satisfied that appropriate systems have been implemented to mitigate exposure to the major risks.

Bank:

Bank of Scotland plc P.O. Box 1000 BX2 1LB

Independent Examiner:

Phil Glyn-Smith (FCA): Whiteacres, Cambridge Road, Whetstone, Leicestershire, LE8 6ZG

This report covers Education for the Children Foundation’s activities in the UK and Guatemala from 1[st] January 2020 to 31[st] December 2020. Education for the Children was formally established on 16 May 2003 and became a registered charity 0n 4 September 2003. (Registered Charity number 1131489)

2

Table of Contents

Page
Chair’s Commentary 4
Educate, Nurture, Empower 5
Our Impact in 2020 6
Staff at the School of Hope 7
Nutrition 8
Social Support 9
Financial Commentary 10
Independent Examiner’s Report 12
Annual Accounts 2020 13

4

Chair’s Commentary

2020 was a year of enormous challenges worldwide, but the pandemic has particularly affected our staff, students and families in Guatemala. There was little that could have prepared them for the total closure of The School of Hope and the amount of time they were in lockdown.

Along with all other schools and further education programmes in Guatemala, The School of Hope shut down in March and did not reopen for the rest of 2020. The focus turned to homework packs which were distributed with the food parcels we arranged for our families. Limited online learning via smartphones and tablets was arranged where possible. Nutrition support was the cornerstone of our 2020 strategy as employment opportunities for our families ceased with the abrupt shutdown of the informal economy. Our social services team had to cope with increased need deriving from the pressures of lockdown and were at hand to provide care and support to students who were in difficulty.

It has certainly been a baptism of fire for our Project Director, Sara Miller as she led the team in her first full year in the role. Sara has supported, encouraged and motivated the staff in Guatemala to be creative, flexible and to seek solutions to continue to provide quality educational provision .

In the UK, there were fewer fundraising activities. Although with some creative thinking and a range of virtual events, we were still able to achieve some much needed funds. As events income dropped dramatically, we focused even more attention on grant applications and the whole UK team helped work on these, although these too were less generous than in previous years. However, a successful funding campaign for laptops and tablets here in the UK helped us enable all of our Middle School students to access virtual education.

Again, we drew on our volunteers to assist with our virtual events and other business activities. These include Phil Glyn-Smith and Alison Hollett for their work on ensuring the accounts are filed on time, Margaret Chadwick for regular support applying for grants, and other numerous volunteers providing vital support. Our gratitude and thanks, once again, is extended to Castlegate Capital LLP for providing us with heavily subsidised office space and continuing to cover office expenses even though it was hardly used in 2020. Without this support, EFTC would bear significant additional costs, enabling us to pass on more of our supporters' donations to the School of Hope.

These supporters join the wider group of individual sponsors in the UK and Europe, corporate sponsors, trust funds and those who put on virtual events to help us raise our funds. Each type of supporter makes a big difference and we truly appreciate the contribution they make. Our regular sponsorship programme is crucial in ensuring sustainable funding and maintaining this has been a particular focus in 2020.

Whilst there was a drop in sponsorship and general donations as sponsors and supporters also felt the squeeze on their own income, we are grateful to those who were able to continue to support us and those who stepped in to support a Covid campaign. It will, no doubt, continue into 2021 as the effects of the pandemic become visible.

Our staff, students and families were faced with all manner of challenges throughout the year. What has emerged is a resilience and an ability to be flexible and agile which will stand us in good stead as we enter into 2021 still facing uncertainty.

The effort that the staff put in to continue our work and to sustain the education of our students in some form, was, and continues to be, momentous. This resilience and dedication seen throughout the organisation led to the results in this report. A report we are proud of in light of the difficult year.

Thank you

Michelle Aitken Chair of Trustees

5

THE SCHOOL OF HOPE EDUCATE, NURTURE, EMPOWER OUR VISION That young people from dl backgrourbds have the abilty to access qudity educats.on and opportunits.es lor rewarding employment. VALUES Highly lnd1wdu￿1Sed approach Long-term commitrnent Holistic support Community centred OUR MISSION Driven by a commiiment to equ￿ opportunthes. Education for the Children has worked with disadvantsged young people and lamilies from ihe Jocoienango area since 2003 to access quality education, nulriiious food. healthcare and sociJ support. We to empower young people with the skills and confidence io be successful in iheir chosen careers. DELIVERED THROUGH 4 PILLARS Education Nutrition Hedthcare Social Support lincl. psycholcwJie￿ supwrt. housing. legal adwce)

OUR IMPACT IN 2020 HEALTHCARE EDUCATION 51 students [ele￿ed for medic assistance 58 girls received the HPV vaccine 29 students diagnosed with longer term medical conditions students in education 9896 retention rate (School ol Hopel 93 High School Graduation5 8&>6 High School Retention & Graduabon Rate SOCIAL SUPPORT 92% High School Pass Rate 43 students recewed in-person psychologic￿ sessions 14 leg￿ cases managed From March: services expanded for staff and parents.. 10(NJ's of phone calls io survey families and manage distress and impact of pandemic 500 toys collected - distribLrted to students ai Christmas 98 Students studying at University 2 Unrversity Graduations NUTRITION 4,249 hampers were distribuied from Mar-Dec Ensured 385 families had enough ￿ eat

SCHOOL OF HOPE STAFF Number of staff.. 58 Part-Time Statr. 2 Full-Time Staff.. 56 Locd comp)sition of Leadership Team.. 75% Fern￿e compositi.on of Leadership Team.. 7596 Overseas staff 12 M￿e 28% Female 7296 Guatemalan staff

NUTRITION TOOK ON NEW MEANING IN 2020 4.249 hampers were distr1t￿ted to (Nei 385 families from March io Dec*mber hampers were packed v￿h slaples including rice, beans, and fortified eere and prevenlative health supplies bleach. soap. and hand sanitizer. In May 89.P56 01 our population reported that tlw could not feed thei¥ families thoLrt our help They were a crucial source of supp)rt for our families, who were deeply affeued by the economic impact of ihe pandemic acioss the commun￿. By the end of 2020. there was Still a large amount of food insecurty wth 49.7% reports.ng that I to 2 ts.mes a week they did not have an￿1r￿j for their children to eat. A huge team effort enabled this mammoth monthly task. For many months this wa the only time we had in-person contact wth . our families, so they were the most hectic and important days of the month.

For full details and impact of all of our programmes in 2020 please visit https://www.eftc.org.uk/en/about-us/annual-reports/annual-report-2020

10

Financial Commentary

The accounting period runs from 1 January to 31 December to align with the Guatemalan school year.

The total income raised was £575,552 of which of which £196,113 was restricted and £379,439 was unrestricted.

The main source of unrestricted income for Education for the Children is through the student sponsorship programme and personal donations, as well as some key corporate sponsors who together, in the accounting year to 31 December 2020, raised 78% of the total unrestricted income. Whilst the funds raised has dropped from the previous year due to individuals’ own income being affected by the pandemic, we were able to continue our relationship with most of our sponsors, which has been really encouraging.

A further 12% of unrestricted income came from our charitable trusts and grant givers. We received the remaining 10% from fundraising events.

This income is supported by restricted funds which can be from individuals, corporations or charitable trust grants. Restricted funds were 34.07% of our total income in this year, which were specific donations from individuals and corporations, most notably the continued support from St. James's

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Place Foundation. St. James's Place Foundation continues to be a long term supporter of EFTC. They have provided funds for a number of initiatives at the school which have enabled us to embed various activities into our core service provision and help us to continue our work in the Further Education programme.

As with many of the charitable trusts, grant givers, corporate or Foundation supporters the ability to provide as generous support as in previous years has been difficult and we have seen a drop in the total amounts here too.

Our fundraising costs decreased by 25.5% to £150,047 in 2020 which demonstrates how we quickly adjusted to the impact of the pandemic and were able to reduce our spend by £51,375. In 2020, the UK office was staffed by 1 full time and 4 part time employees who each supported the drive to reduce costs by offering flexible solutions to their work situation.

Education for the Children took action again in 2020 to avoid currency fluctuations having an impact on finances in Guatemala by forward buying of the US dollar and setting the annual budget figures based on this rate.

The amount spent to support the education and welfare provision at the School of Hope was £499,201 of the total charity expenditure. The School too worked wherever possible to reduce the income needed to offer our provision to the students.

Education for the Children holds no investments in the charity name and makes no income from any endowment funds.

In the balance sheet at the current liabilities line, it can be seen that these are not actually liabilities but rather deferred income derived from sponsorship paid in advance, of £17,385 in 2021 and £21,600 in 2022 and is fully spendable by us as unrestricted sponsorship.

At the end of December 2020, reserves were £148,914 compared to £222,610 which were held on 31 December 2019.

Reserves Policy

The Trustees aim to maintain free reserves in unrestricted funds at a level which equates to approximately three months of unrestricted charitable expenditure. The Trustees consider that this level will provide sufficient funds to maintain our services and ensure that support and governance costs are covered. Clearly, this year has been unprecedented and the reserves have fallen to under this level. We are confident that once there is more stability in the fundraising possibilities again, we can increase our reserves back to previous years’ levels.

A subcommittee of Trustees has been set up to monitor financial planning, including currency and cash flow management.

Arrangements for Setting Pay and Remuneration

Pay and Remuneration is set by the Trustees in the UK and by the Foundation Director in Guatemala after guidelines issued by the Trustees.

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INDEPENDENT EXAMINER’S REPORT

Report to the trustees of Education for the Children Foundation (Charity Reg No 1099280) on my examination of the accounts for the year ended 31[st] December 2020.

Set out on pages: 13 - 25

Responsibilities and basis of report

As the charity’s trustees, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (‘the Act’). I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent examiner’s statement

The charity’s gross income exceeded £250,000 and I am qualified to undertake the examination by being a qualified member of the Institute of Chartered Accountants in England & Wales. I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:

  1. Accounting records were not kept in respect of the Trust as required by section 130 of the Act; or

  2. the accounts do not accord with those records; or

  3. the accounts do not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a ‘true and fair view’ which is not a matter considered as part of an independent examination.

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

8[th] September 2021

Name: Philip Anthony Glyn-Smith

Relevant professional qualification(s) or body: FCA

Address: Whiteacres, Cambridge Road, Whetstone, Leicestershire, LE8 6ZG

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for the Children THE EDUCAIION FOR THE CHILDREN FOUNDAIION Supportlng the Fundacl¢)n Educando a los Nlnos In Guatemala FINANCIAL STATEMENTS FOR THE YEAR TO 31ST DECEMBER 2020 14

STATEMENT OF FINANCIAL ACTIVITIES

FOR THE YEAR 1 JANUARY 2020 to 31 DECEMBER 2020

Charity No. 1099280
Total
Unrestricte Restricted Funds
d Funds Funds 1/1/2020
1/1/2020 to 1/1/2020 to to Year to
31/12/2020 31/12/2020 31/12/2020 31/12/19
Notes £ £ £ £
Income from:
Child Sponsorships and Donations 2 295,566 30,618 326,184 377,863
Grants Received 2 43,877 165,495 209,372 242,595
Fund Raising Events 2 39,996 0 39,996 80,801
Bank Interest 0.0 -
Other - -
0 -
Total Income 379,439 196,113 575,552 701,259
Expended on:
Raising Funds 2,3 150,047 150,047 201,422
Education and Welfare Provision in
Guatemala
4 320,992 178,209 499,201 539,913
- - -
Total Expenditure 471,039 178,209 649,248 741,335
Net Movement in Funds (91,600) 17,904 (73,696) (40,076)
Reconciliation of Funds:
Total Funds Brought Forward 221,773 837 222,610 262,686
Total Funds Carried Forward 130,173 18,741 148,914 222,610

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Balance Sheet As At 31 December 2020

As at As at
31/12/2020 31/12/2019
Notes £ £
Current assets
Debtors 5 37,045 49,980
Cash at bank and in hand 7 150,854 225,634
Total current assets 187,899 275,614
Current Liabilities Due within one year
Deferred income - Annual Sponsorship received in
advance 6 17,385 20,604
Net current assets/(liabilities) 170,514 255,010
Total assets less current liabilities 170,514 255,010
Current Liabilities Due after one year
Deferred income - Annual Sponsorship received in 6 21,600 32,400
advance to be paid to the school in future years
Total net assets or liabilities 148,914 222,610
Funds of the Charity 8
Restricted income funds 18,741 837
Unrestricted funds 130,173 221,773
Total funds 148,914 222,610
Signed by one or two Trustees on behalf of all the Trustees Print Name Date
1
as
Ave A j
Michelle
Aitken 08.09.2021

16

STATEMENT OF CASH FLOWS

For Year 1 January 2020 to 31 December 2020

Total
Prior Year
Funds
2020
2019
£
£
Net Cash used in Operating Activites
(74,780)
54,761
Cash Flows from Investing Activities
Interest and Dividends
Net Cash Provided By Investing Activities
Change in Cash and Cash Equivalents in the Year
(74,780)
54,761
Cash and Cash equivalents brought forward
225,634
170,873
Cash and Cash equivalents carried forward
150,854
225,634
Reconciliation of Net Movement in Funds to net cash flow from operating activities
31/12/2020
31/12/2019
£
£
Net Movement in Funds
(73,696)
(40,076)
Deduct Interest shown in Investing Activities
Decrease (increase) in Debtors
12,935
121,125
Increase (decrease) in Creditors
(14,019)
(26,288)
Net Cash Used in Operating Activities
(74,780)
54,761
Total
Prior Year
Funds
2020
2019
£
£
Net Cash used in Operating Activites
(74,780)
54,761
Cash Flows from Investing Activities
Interest and Dividends
Net Cash Provided By Investing Activities
Change in Cash and Cash Equivalents in the Year
(74,780)
54,761
Cash and Cash equivalents brought forward
225,634
170,873
Cash and Cash equivalents carried forward
150,854
225,634
Reconciliation of Net Movement in Funds to net cash flow from operating activities
31/12/2020
31/12/2019
£
£
Net Movement in Funds
(73,696)
(40,076)
Deduct Interest shown in Investing Activities
Decrease (increase) in Debtors
12,935
121,125
Increase (decrease) in Creditors
(14,019)
(26,288)
Net Cash Used in Operating Activities
(74,780)
54,761
Total
Prior Year
Funds
2020
2019
£
£
Net Cash used in Operating Activites
(74,780)
54,761
Cash Flows from Investing Activities
Interest and Dividends
Net Cash Provided By Investing Activities
Change in Cash and Cash Equivalents in the Year
(74,780)
54,761
Cash and Cash equivalents brought forward
225,634
170,873
Cash and Cash equivalents carried forward
150,854
225,634
Reconciliation of Net Movement in Funds to net cash flow from operating activities
31/12/2020
31/12/2019
£
£
Net Movement in Funds
(73,696)
(40,076)
Deduct Interest shown in Investing Activities
Decrease (increase) in Debtors
12,935
121,125
Increase (decrease) in Creditors
(14,019)
(26,288)
Net Cash Used in Operating Activities
(74,780)
54,761

Net Movement in Funds
Deduct Interest shown in Investing Activities
Decrease (increase) in Debtors
Increase (decrease) in Creditors
Net Cash Used in Operating Activities

31/12/2020
£
(73,696)
12,935
(14,019)
(74,780)
(40,076)
121,125
(26,288)
54,761

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Note 1

ACCOUNTING POLICIES

(a ) Basis of preparation and assessment of going concern

The accounts (financial statements) have been prepared under the historical cost convention with items recognised at cost or transaction value unless otherwise stated in the relevant note(s) to these accounts. The accounts are prepared in sterling, which is the functional currency of the charity. Monetary amounts in these financial statements are rounded to the nearest £.

The financial statements have been prepared in accordance with the Statement of Recommended Practice: Accounting and Reporting by Charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) issued on 16 July 2014 and the Financial Reporting Standard applicable in the United Kingdom and Republic of Ireland (FRS 102) and the Charities Act 2011. The trust constitutes a public benefit entity as defined by FRS 102. The trustees consider that

there are no material uncertainties about the Trust’s ability to continue as a going concern.

(b) Funds Structure

Restricted funds are funds which are to be used in accordance with specific restrictions imposed

by the donor or trust deed. There is one permanent restricted fund held for monetary gifts from a child's sponsor for the purchase of clothing, additional books and studying material, health care and in some cases improvements to their living conditions at home. When large grants are received for a specific purpose a separate restricted fund is raised.

Unrestricted income funds comprise those funds which the trustees are free to use for any purpose

in furtherance of the charitable objects. Unrestricted funds include designated funds where the trustees, at their discretion, have created a fund for a specific purpose.

(c) Income Recognition

All income is recognised once the charity has entitlement to the income, it is probable that the income will be received and the amount of income receivable can be measured reliably. Grants and Donations that are subject to terms and conditions are treated as Deferred Income until it is probable that the terms and conditions can be met.If the conditions are not wholly within the control of the charity it will be disclosed as a contingent asset.

Donated Services provided by Castle Gate Capital LLP to the Charity are not reasonably quantifiable, measurable or material, but the scope of the support is mentioned in the Trustees' Annual Report. Volunteer Help received is not included in the accounts, but is described in the Trustees' Annual Report Gift Aid receivable is included in income when there is a valid declaration from the donor. Any Gift Aid received on a donation is considered to be part of that gift and is treated as an addition to the same fund as the initial donation unless the donor or terms of the appeal have specified otherwise.

(d) Expenditure Recognition

Liabilities are recognised as expenditure as soon as there is a legal or constructive obligation committing the charity to that expenditure, it is probable that settlement will be required and the amount of the obligation can be measured reliably. Support costs. Office staff costs are the major component of Support Costs. As such Support Costs have been apportioned on a time spent basis. Where direct costs have arisen when staging events, these have been charged against the particular event.

Governance Costs comprise all costs involving public accountability of the charity and its compliance

18

with regulation and good practice. Support costs have been allocated to Governance costs where applicable.

Deferred Income arises from child sponsorships paid annually and apportioned on a monthly annual basis from the date of receipt. The deferred income is carried forward as a liability within Creditors on the balance sheet. See note 6.1.

(e) Assets

Tangible Fixed Assets are capitalised if they can be used for more than one year, and cost at least £1,500.

They are valued at cost.

(f) Foreign Currencies

Transactoins in currencies other than pounds are recorded at the rates of exchange prevailing at the dates of the transactions. At each reporting date, monetary assets and liabilities that are denominated in foreign currencies are retranslated at the rates prevailing on the reporting end date. Gains and losses arising on translation are included in net income/expenditure for the period.

The company uses foreign currency forward contracts in order to mitigate the impact of exchange rate fluctuations. These contracts are recognised at fair value with gains and losses being included in net income or expenditure for the period.

19

NOTES TO THE ACCOUNTS

Note 2

Analysis of income and Costs

FOR THE YEAR 1 JANUARY to 31 DECEMBER 2020

Unrestricted Restricted Total Prior year
funds income income funds for 31/01/2019
year to to funds year to year to to
31/12/2020 31/12/20 31/12/2020 31/12/2019
Analysis £ £ £ £
Donations Child Sponsorships 180,278 180,278 176,348
Donations Received Directly 74,543 30,618 105,161 160,203
Gift Aid 40,745 40,745 41,312
Just Giving/Virgin Money - - -
Sub Total 295,566 30,618 326,184 377,863
Grants from other Charitable
Foundations
43,877 165,495 209,372 242,595
Other - - -
Total Income from Child
Sponsorships and Donations
339,443 196,113 535,556 620,458
Office Support Costs 0 (144,967)
Net Income from Child 339,443 196,113 535,556 475,491
Sponsorships and Donations
Fund Virtual Ball 13,234 13,234 24,237
Raising Golf Day 8,114 8,114 13,040
Events Grandish Tour -
Music Festivals 2,018
World EFTC day (Donate your
Dinner) 1,950 1,950 4,051
Event Ball (SJP Ball cancelled) 25,444
Other (Community income,
Christmas Campaign) 16,698 - 16,698 12,011
Total Income From Fund Raising Events 39,996 - 39,996 80,801
Direct Costs of Staging Events (4,215) (4,215) (30,874)
Office Support Costs (9,461) (9,461) (25,582)
Net Income From Fund Raising Events 26,320 0 26,320 24,345
Investmen Interest - - -
t Income Total - - - -
Governa Audit Fees
nce 0 0
Costs Trustees ( Chairman) Air Fares to 0
Guatemala 0 0
Total Governance Costs 0 0 0
N.B. Trustees are not reimbursed for expenses, on travel to Guatemala.

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TOTAL INCOME
EXPENDED ON:-
Direct Costs of Staging Events
Office Support Costs
Adjusted: Support Costs are not
charged to Restricted Funds
Total Governance Costs
Sub-Total of Costs
379,439
196,113 575,552
701,259
0
(30,874)
(120,603)
(15,768) (136,371)
(170,548)
(15,768)
15,768
0
0
0
0
0
(136,371)
0 (136,371)
(201,422)
Education and Welfare provision in
Guatemala
(320,992)
(178,209) (499,201)
(539,913)
Net Movement in Funds (as per SoFA) (91,600)
17,904
(73,696)
(40,076)

As most of the Office Support Costs are staff salaries, all support costs have been apportioned on N.B. an hours worked basis. From 2019 onwards the Justgiving/Virgin Money funds have been reallocated to the relevant sources of income and this line will be removed in future financial statements.

21

NOTES TO THE ACCOUNTS

Note 3

STAFF COSTS and BENEFITS

3.1 Staff Costs

Staff Costs
1/1/2020 to 1/1/2019 to
31/12/2020 31/12/2019
£ £
Salaries and wages 92,258 103,476
Social security costs 2,528 4,084
Pension costs (defined contribution scheme) 7,419 27,992
Other employee benefits - -
Total staff costs 102,205 135,552
2020 2019
Number Number
5 4.3

22

Notes to the accounts

Note 4

Grantmaking

4 Analysis of grants paid (included in cost of charitable activities)

Grants to institutions 1/1/2019 to
Analysis 1/1/2020 to 31/12/2020 31/12/2019
£ £
Funding for School and Family
Welfare 499,201 539,913
Total 499,201 539,913

N.B The charity does not identify and/or allocate support costs.

23

Notes to the accounts Notes 5, 6 and 7 Debtors and Creditors

5 Analysis of debtors

Analysis of debtors
£ £
Trade debtors 37,045 49,980
Prepayments and accrued income -
Other debtors - -
Total 37,045 49,980.0

6 Analysis of creditors

Amounts falling due within Amounts falling due within Amounts falling due
after more than one
Amounts falling due
after more than one
one year year
This period Last year This period Last year
£ £ £ £
Accruals for grants payable - - -
Bank loans and overdrafts - - -
Trade creditors - - - -
Payments received on account for contracts or
performance-related grants - - - -
Accruals and deferred income 17,015 16,804 21,600 32,400
Taxation and social security 1,184 -
Other creditors 370 2,616 -
Total 17,385 20,604 21,600 32,400

6.1 Deferred income

Some child sponsors pay annually and this apportioned on a monthly annual basis from the date of receipt. In addition one large donation was made to support a class over a three year period.

Movement in deferred income account

**7 ** This period
Last year
£
£
Balance at the start of the reporting period
47,487
77,085
Amounts added in current period
36,687
47,487
Amounts released to income from previous periods
(47,487)
(77,085)
Balance at the end of the reporting period
36,687
47,487
Cash at bank and in hand
This period
Last year
£
£
Short term cash investments (less than 3 months maturity date)
-
-
Short term deposits
-
-
Cash at bank and on hand
150,854
225,634
Other
-
-
Total
150,854
225,634

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Note 8 Charity Funds

8.1 Details of material funds held and movements during the CURRENT reporting period 1/1/2020 to 31/12/2020

Fund names Type of
Fund
Purpose and Restrictions Fund balances
brought forward
Income Expenditur
e
Transf
ers
Gains
and
losses
Fund
balances
carried
forward
£ £ £ £ £ £
Unrestricted Fund Unrestricted Main Fund for providing Welfare 221,773 379,439 (471,039) - - 130,173
SJP Restricted Higher Education Grant Instalment 2021 100,000 (100,000) - - -
James Tudor Foundation Restricted School nurse & first aid supplies 5,038 (5,038)
The Grace Trust Restricted Bathroom Renovation 750 (750)
Foux Foundation Restricted Covid-19 Emergencyfood hampers 15,000 (15,000)
Randal Charitable Foundation Restricted Covid-19 Emergencyfood hampers 24,000 (24,000)
Brian Guiness Trust Restricted Covid-19 General Response 2,000 (2,000) -
The Paget Trust/JSHC Settlement Restricted Covid-19 General Response 4,000 (4,000) -
Kate Farrer Trust Restricted Love literacy 1,000 (1,000) -
The John and Susan Bower Trust Fund Restricted Nutrition 600 (600) -
Souter Charitable Trust Restricted Healthcare 4,000 (4,000) -
Uefa Restricted Repairs to the sports pitch roof
[EUR10,000]
9,107 9,107
Restricted nutrition donations from
individuals
Restricted Restricted to nutrition and all other
Covid-19 needs
15,220 (15,220)
Gifts from individuals and companies for
speficic projects at the school (
bathrooms)
Restricted 11,834 (3,615) 8,219
Gifts from Child Sponsors Restricted Monetary gifts for the purchase of clothing, books,
pay for health care, improve living conditions at
home.
837 3,564 (2,986) - - 1,415

25

Total Funds 222,610 575,552 (649,248) - - 148,914

8.2 Details of material funds held and movements during the PREVIOUS reporting period 1/1/2019 to 31/12/2019

Fund names Type of
Fund
Purpose and Restrictions Fund
balances
brought
forward
£
Fund
balances
brought
forward
£
Income
£
Expendit
ure
£
Transfer
s
£
Gains
and
losses
£
Fund
balances
carried
forward
£
Unrestricted Fund Unrestrict
ed
Main Fund for providing Welfare 262,533 524,131 (564,891) - - 221,773
-
Other Trusts Restricted Tech for tomorrow 10,000 (10,000) -
SJP Restricted 146,278 (146,278) - - -
Gifts from individuals and
companies for specific
projects at the school (
bathrooms)
Restricted 153 7,845 (7,845) 837
Gifts from Child Sponsors Restricted Monetary gifts for the purchase of
clothing, books, pay for health
care, improve living conditions at
home.
4,972 (4,288) - -
Total Funds 262,686 693,226 (733,302.
00)
- - 222,610

26