2023-03-31-accounts - Happy Home Kenya Trust

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Trustees' Annual Report for the period

Period start date Period end date Day Month Year Day Month Year From 01 04 2022 To 31 03 2023

Reference and administration details

Charity name Happy Home Kenya Trust

Other names charity is known by

Registered charity number (if any) 1101336

Charity's principal address 9 Fairview Grange Kilburn BELPER Postcode DE56 0QB

Names of the charity trustees who manage the charity

Trustee name	Office (if any)	Dates acted if not for whole year	Name of person (or body) entitled to appoint trustee (if any)
Mr D Harris	Chairman		Trustee Resolution
Mr. P. Marsden			Trustee Resolution
Rev. K. Horleston			Trustee Resolution
Dr W Millar			Trustee Resolution
Mrs. A. Harris			Trustee Resolution
Mrs S L Reeve		Ceased to act 15/08/22	Trustee Resolution
Rev. Dr. M. Jones	Secretary		Trustee Resolution
Mrs. J. Jones			Trustee Resolution
Mr E J Lewis			Trustee Resolution











Names of the trustees for the charity, if any, (for example, any custodian trustees)
Name		Dates acted if not for whole year

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Names and addresses of advisers (Optional information) Type of advisor Name Address	Names and addresses of advisers (Optional information) Type of advisor Name Address	Names and addresses of advisers (Optional information) Type of advisor Name Address

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

Structure, governance and management

Description of the charity’s trusts

Trust Deed dated 4[th] October 2003 and amended on 6[th] December 2003. Type of governing document Objects updated via a Scheme dated 20[th] February 2010 and then again (eg. trust deed, constitution) via a Scheme dated 20[th] August 2011. Trust How the charity is constituted

(eg. trust, association, company) All Trustees, apart from the First Trustees at the founding of the Charity, Trustee selection methods are appointed by resolution of the existing Trustee body. All are then (eg. appointed by, elected by) subject to reappointment every 3 years.

Additional governance issues (Optional information)

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

Policies and procedures adopted for the induction and training of trustees.

New Trustees are provided with an induction set of documents contained the Trust Deed, Schemes and recent Trustees Meeting Minutes and Agendas.

The charity operates with three officers, chair, secretary and treasurer, and currently five other trustees.

The charity’s organisational structure and any wider network with which the charity works.
Relationship with any related parties.
Trustees’ consideration of major risks and the system and procedures to manage them.

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Objectives and activities	Objectives and activities
Summary of the objects of the charity set out in its governing document Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)
	As per the latest objects defined in the Scheme of 20/8/11: To support charitable work in Kenya, including, but not limited to, education, relief of poverty and religious knowledge. In particular, this will include assisting those associated with, or formerly associated with, the Happy Home Child Care Community Based Organisation (formerly known as Happy Home Orphanage and Christian Fellowship Centre), hereafter referred to as Happy Home, at Kopere, Kisumu, Kenya
	The charity continues to be a grant making body primarily to assist Happy Home in Kenya (as per its Objectives). Happy Home continues to provide accommodation for around six children and schooling on site for a further 81 children in three classes and supports the provision of education, food, health needs and clothing for around 45 children of both primary and secondary education ages who now live in the community with guardian families. (Please see later the rationale for this.) The charity regularly reviews and re-agrees its formal Partnership Agreement with the Happy Home Trustees in Kenya and provides funds and receives reports against specific documented project requests. These requests cover one-off and recurring activities. During this year the following key activities have been completed: - Provision of welfare and primary and secondary education for all of the children. - Provision of support for six students in university education, and one in college. - Provision of seed for growing outdoor crops through the year. Happy Home employs one person to oversee the cultivation of maize and beans which constitutes the major part of the diet for our children and staff, usually two crops a year. - The workshop funded through Happy Home Kenya Trust continues to produce basic computer course training and its tailoring activities continue to provide clothes for the children and supplies school uniforms to two local schools. The agricultural land next to Happy Home is continuing to provide reasonable crops of beans and maize despite variable climatic conditions, thus saving some significant food expenses. Cows, and hens provide additional nourishment.

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The Kenyan charity trustees continue to explore more ways to be self sufficient (e.g. better agriculture, training income), keep costs down and increase local sources of funding. Managed by the Trustee body with no employed staff, the Trustees of Happy Home Kenya Trust (HHKT) carry out all the administration on a voluntary basis. Visits to Kenya have not been possible since the pandemic but they will resume as soon as possible. These visits encourage strategic planning for Happy Home, monitor progress and encourage Kenyan Trustees, staff and children. The website is now the primary means of publicity together with the newsletter. Donations are received via regular giving, together with ‘one-off’ gifts from individuals or churches and other grant-making bodies; also now through the donate button on the website which has been a significant development thanks to the volunteered assistance of Friendship Creative. Regular giving and tax reclamation have remained reasonably steady since 2017/18. It has been possible this year to re-introduce faceto-face fundraising events of various kinds following the pandemic. The 2022/23 year has marked another worthwhile year of support for Happy Home. HHKT has complied with the duty in the Charities Act 2011 to have due regard to public benefit guidance published by the Commission and has taken into consideration the points of guidance on “Charities and Public Benefit”. See below for responses (in italics ) to the principles laid out in the Act: Principle 1: There must be an identifiable benefit or benefits 1. What are the benefits that arise from your organisation’s aims? These are laid out in this section and the later Summary of Main Achievements. 2. Is there any detriment or harm that, in your view, might arise from carrying out your organisation’s aims? Are you aware of any widespread views among others that such detriment or harm might arise? No, there is no perceived detriment or harm. Principle 2: Benefit must be to the public, or a section of the public 3. Who do your organisation’s aims intend to benefit? This is set out in our objectives in this section and the later Summary of Main Achievements. 4. If the benefit is to a section of the public, how are the beneficiaries defined or what restrictions are there on who can have the opportunity to benefit? Geographical: Those who benefit are mainly in the Kisumu area of Kenya. However, supporters and volunteers from the UK have the potential opportunity to benefit from experiencing life in a different country and making a difference during their stay by completing a project or enhancing the everyday activities of the normal beneficiaries. Charitable need: the main beneficiaries will have lost one or both parents putting them in significant need of help to day to day living and education. Personal characteristics: there are no other restrictions on personal characteristics for the main beneficiaries. Access restrictions: the main beneficiaries receive care all the time either as live in residents or via boarding support during school term times. During the last year some are now supported by HHKT to be living back in the community with guardians.

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Membership: HHKT has a set of committed supporters which anyone is able to join but does not have a specific membership scheme or annual subscription. The main beneficiaries do not have to contribute to their benefits.

Benefits for those in poverty: the main beneficiaries are generally very poor which is why they have sought help. There is no requirement for them to contribute to their benefits. Private benefits: there is no non-beneficiary receiving private benefits over and above recompense of HHKT related expenses.

Additional details of objectives and activities (Optional information)

Policy on grantmaking:

This is the main focus of the charity and current policy is to respond to the specific funding requests from the Kenyan Trustees for ongoing expenses, which include staffing and maintenance of the existing facilities together with welfare and education costs for the supported children, and support of more able children into tertiary education. In addition, the continuing development of the primary school on site which now extends to class 1 and 2 primary and two pre-primary classes, providing employment for four teachers. The school aims to be selfsufficient in its day to day running. The Kenyan trustees aim is to provide You may choose to include a new classroom each year to provide for the increasing numbers they further statements, where attract. relevant, about: Happy Home Kenya Trust does not hold significant investments; it is non• Policy on grantmaking profit making and all income is passed on to beneficiaries. • Policy programme related investment The transition to alternative family care is now almost complete with most children now resident in the community with guardian families other than • Contribution made by when they are boarding at secondary school. Volunteers The children continue to be supported by Happy Home by regular visits from the staff and trustees to monitor all aspects of the child’s welfare and educational progress. HHKT also continues to provide financially for the education of these children including uniform and school fees and help with the cost of their food and also health costs. There are additional costs for the Kenyan trustees incurred with travelling to these placements, also, in their commitment of time to travel around the district to check on the well-being of each child. Six children remain at Happy Home where it has not yet been possible to place them with guardian families. This will be addressed this year.

Achievements and performance

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Achievements and performance

The charity continues to be a grant making body primarily to assist Summary of the main Happy Home Child Care CBO in Kenya (as per its objectives). The achievements of the charity residential facility of Happy Home continues to provide during the year accommodation for six children because of the challenges of receiving adequate care in the community, the remaining forty-five being supported in the community. All placements are made by social workers from the Ministry of Children’s Services who have overall responsibility. Happy Home has its own attached social worker. The trustees of Happy Home Child Care CBO have a close working relationship with Children’s Services and work hand in hand to the benefit of all the children. The on-site school now provides preprimary and primary education to the level of class 2 and will increase with each years intake. Six students have been supported at university, four of whom graduated this year, together with one at college. Grants from Happy Home Kenya Trust have enabled the following key activities:

Provision of welfare and primary and secondary education for all the children
Provision of education for six students at university, and one at college.
Provision of seed for growing crops through the year
The maintenance of micro-businesses on site
The continued development of the pre-primary/primary school on site
The care of six children who remain on site.
- The cost of education of thirty-one of our students in secondary education which is considerable.

The workshop funded through Happy Home Kenya Trust mainly through the support of TWAM (Tools with a Mission) continues to produce basic computer training and its tailoring activities continue to supply school uniforms to two local schools. Also woodworking, and a photocopying service to the local community.

The Kenyan Trustees continue to look for ways to be selfsufficient/generate local revenue, keep costs down and increase local sources of funding. The trustees here in the UK continue to encourage this self-sufficiency to reduce the need for funding from the UK.

Managed by the trustee body with no employed staff, the trustees of Happy Home Kenya Trust carry out all the administration on a voluntary basis. The trustees in the UK have again produced a newsletter as a primary means of publicity together with regular updates on the website.

2022/23 saw an increase in funding given, this despite a reduction in income from regular giving. This was made possible by an increase in one-off donations and grants from external grant making trusts. There is still a focus on increasing the stable funding base from regular donors to maintain the existing programme as well as one off gifts/grants towards expected further projects including support for more students into tertiary education and development of the school. The partnership agreement makes it clear that financial support from HHKT might not fully meet the requirements of the predictive budget

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Achievements and performance

as provided each year by Happy Home in Kenya, as our fundraising capacity remains limited. It is hoped that that any shortfall will in future be absorbed by initiatives in Kenya.

Financial review

Brief statement of the charity’s policy on reserves

The Charity aims to operate with minimal reserves, giving grants to Kenya as necessary to align with the requirements of the current projects e.g. for the Welfare and Education project this is typically monthly. Currently the agreed policy of the Trustees is to keep only enough funds in the UK to meet any short-term obligations which may arise.

Details of any funds materially in deficit

N/A

Further financial review details (Optional information)

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Investment policy:

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

The charity has no specific investments, only an ordinary bank current account and a linked savings account. This is due to its grant making focus and the need to pass funds to Kenya whenever required. Typically funds will only stay in the bank for a few weeks before transfer so investment opportunities are limited.

The charity’s principal sources of funds (including any fundraising).

Major risks:

How expenditure has supported the key objectives of the charity.
There is still a significant risk in having a relatively small set of
supported the key objectives supporters, including key sponsors such as companies or other trusts.
of the charity. The regular giving has remained reasonably stable through this year, but
• Investment policy and there is still much work to do to increase the level of funds which can be objectives including any provided to Happy Home in Kenya to sustain its current activities and ethical investment policy allow continued progress with micro-businesses and the continued adopted. provision of clean water on site and other potential projects assisting the -
end goal of self sufficiency.

Other optional information

Declaration

The trustees declare that they have approved the trustees’ report above at a meeting of trustees on 15[th] January 2024

Signed on behalf of the charity’s trustees


	Martin David Jones
Chair		Secretary

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HAPPY HOME KENYA TRUST Charity Commission

FINANCIAL REPORT FOR YEAR ENDING 31 MARCH 2023

Unrestricted Funds

RECEIPTS

HAPPY HOME KENYA TRUST Charity Commission FINANCIAL REPORT FOR YEAR ENDING 31 MARCH 2023 Unrestricted Funds RECEIPTS	HAPPY HOME KENYA TRUST Charity Commission FINANCIAL REPORT FOR YEAR ENDING 31 MARCH 2023 Unrestricted Funds RECEIPTS
	This fnancial year's amount (to the nearest £)
Donations, legacies and other similar receipts: Regular Donations Fund Raising Donations, Bank A/C no. 01592248 Fund Raising Donations Bank A/C no. 01749058 Reclaimed Tax Bank Interest Operating activities to further charity's objects Operating activities to generate funds Investment income receipts Other receipts (not counting as 'Gross Income'): Roseate School	11458 27481 0 5148 3 0 0 0 3250
TOTAL RECEIPTS	47340

PAYMENTS
	This fnancial year's amount (to the nearest £)
Payments for generating funds: Newsletter Printing & Postage Web Page Management Charitable payments: Grants Paid to :- Happy Home - Schooling, Tertiary Fees & Welfare Roseate School - Financial Support Charitable activities: Support costs: Grants Transfer Bank Charges Management & Administration Costs Other payments not counting as 'Expenditure':	0 0 38640 3221 0 0 0 0
TOTAL PAYMENTS	41861

Net of Receipts/(Payments) Cash Funds Last Year Cash Funds This Year Movement in Funds	5479 1132 6611 5479

HAPPY HOME KENYA TRUST Charity Commission R FINANCIAL REPORT FOR YEAR ENDING 31 MARCH 2023	HAPPY HOME KENYA TRUST Charity Commission R FINANCIAL REPORT FOR YEAR ENDING 31 MARCH 2023
Restricted Funds

RECEIPTS
	This fnancial year's amount (to the nearest £)
Donations, legacies & other receipts Operating activities to further charity's objects Operating activities to generate funds Investment income receipts Other receipts (not counting as 'Gross Income')	0 0 0 0 0
TOTAL RECEIPTS	0

PAYMENTS
	This fnancial year's amount (to the nearest £)
Payments for generating funds Charitable Payments: Grants paid Charitable activities Support costs Management & Administration Otherpayments not counting as 'Expenditure'	0 0 0 0 0 0
TOTAL PAYMENTS	0

Net of Receipts/(Payments) Cash Funds Last Year Cash Funds This Year Movement in Funds	0 0 0 0

HAPPY HOME KENYA TRUST Charity Commission R FINANCIAL REPORT FOR YEAR ENDING 31 MARCH 2023

Trustees' Remuneration & Benefits

HAPPY HOME KENYA TRUST Charity Commission R FINANCIAL REPORT FOR YEAR ENDING 31 MARCH 2023 Trustees' Remuneration & Benefts	HAPPY HOME KENYA TRUST Charity Commission R FINANCIAL REPORT FOR YEAR ENDING 31 MARCH 2023 Trustees' Remuneration & Benefts

	This fnancial year's amount (to the nearest £)
Trustees' Remunerations and Benefts Trustees' Expenses Transactions with those persons & entities that are closely connected to the charity or its trustees' referred to as related parties.	0 0 0
Total paid to Trustees'	0

HAPPY HOME KENYA TRUST Charity Commission FINANCIAL REPORT FOR YEAR ENDING 31 MARCH 2023

Statement of Assets and Liabilities at Year End

HAPPY HOME KENYA TRUST Charity Commissio FINANCIAL REPORT FOR YEAR ENDING 31 MARCH 2023 Statement of Assets and Liabilities at Year End	HAPPY HOME KENYA TRUST Charity Commissio FINANCIAL REPORT FOR YEAR ENDING 31 MARCH 2023 Statement of Assets and Liabilities at Year End	HAPPY HOME KENYA TRUST Charity Commissio FINANCIAL REPORT FOR YEAR ENDING 31 MARCH 2023 Statement of Assets and Liabilities at Year End

	Unrestricted funds (to the nearest £) at 31 Mar 2023	Unrestricted funds (to the nearest £) at 01 Apr 2022
Cash Funds Treasurer's Current Account (01592248) BB Instant Online A/C(01749058)	5224 1387	5 1127
Total Cash Funds	6611	1132
(agree balances with receipts & payments account(s)
Other Monetary Assets Investment Assets Assets Retained for the Charity's Own Use Liabilities Net Assets	0 0 0 0 6611	0 0 0 0 1132

Registration Number:

Last financial year's amount (to the nearest £)

14830 12450 0 7128 0 0 0 0 5100 39508

Last financial year's amount (to the nearest £)

0 0 40290 5108 0 105 0 0 45503 -5995 7127 1132 -5995

page 1

Registered Number: 110

Last financial year's amount (to the nearest £) 0 0 0 0 0 0

Last financial year's amount (to the nearest £) 0 0 0 0 0 0 0 0 0 0 0

page 2

Registered Number: 110

Last financial year's amount (to the nearest £) 0 0 0 0

n Registered Number:


Restricted funds	Restricted
(to the nearest	funds (to the
£) at 31 Mar	nearest £) at
2023	01 Apr 2022
0	0
0	0
0	0

0	0
0	0
0	0
0	0
0	0

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Independent examiner's report on the accounts

Section A Independent Examiner’s Report

Report to the trustees/ members of

Charity Name Ladybirds Preschool Newbury

On accounts for the year ended

31[st] March 2023

1161426

Charity no (if any) Set out on pages

1 – 2

Responsibilities and basis of report

I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31 /03 / 2023.

As the charity trustees of the Trust, 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 the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent examiner's statement

I have completed my examination. I confirm that no material matters have come to my attention (other than that disclosed below *) in connection with the examination which gives me cause to believe that in, any material respect:

accounting records were not kept in accordance with section 130 of the Act or
the accounts do not accord with the accounting records

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

Please delete the words in the brackets if they do not apply.

Signed:

Date:

11/10/2023 Judith Self

Name:

Relevant professional qualification(s) or body (if any):

October 2018

IER

Address:

Norfolk House, 75 Bartholomew Street, Newbury

Berkshire

RG14 5DU

Section B Disclosure

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

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

October 2018

IER