Trustees' Annual Report for the period
| Period start date | Period start date | Period end date | Period end date | ||||
|---|---|---|---|---|---|---|---|
| Day | Month | Year | Day | Month | Year | ||
| From | 01 | 04 | 2023 | To | 31 | 03 | 2024 |
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 Meadow Rise, Smalley Mill Road
Horsley Derby Postcode DE21 5BL
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
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 | Chair | Ceased to act 31/12/23 | Trustee Resolution | |
| Mr. P. Marsden | Trustee Resolution | |||
| Rev. K. Horleston | Assistant Chair | From 01/01/24 | Trustee Resolution | |
| Dr W Millar | Trustee Resolution | |||
| Mrs. A. Harris | Ceased to act 31/12/23 | Trustee Resolution | ||
| Mr C Lacey | Assistant Treasurer | From 20/11/2023 | Trustee Resolution | |
| Rev. Dr. M. Jones | Secretary | Trustee Resolution | ||
| Mrs. J. Jones | Trustee Resolution | |||
| Mr E J Lewis | Chair | From 01/01/24 | 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 four officers, chair, assistant chair, secretary and treasurer, and currently three other trustees.
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The charity’s organisational structure and any wider network with which the charity works.
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Relationship with any related parties.
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Trustees’ consideration of major risks and the system and procedures to manage them.
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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: Happy Home Kenya Trust (hereafter referred to as HHKT) has as its main objective 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 (hereafter referred to as Happy Home), at Kopere, near Kisumu, Kenya. |
|---|---|
| The charity continues to be a grant making body primarily to assist Happy Home in Kenya (as per its Objectives): Happy Home funds the provision of education and supports the food, health and clothing needs for around 52 orphaned or disadvantaged children (as of April 2024) of both primary and secondary education ages who now live in the local community with guardian families. (Please see later the rationale for this.) It also supports financially some of the above children who have moved on to tertiary education, sponsored by UK donors to HHKT. On the site of the former orphanage at Kopere, Happy Home now provides primary education for local children. This activity is self-funding and contributes income towards the above needs for disadvantaged children. HHKT however provides support for capital costs, such as new classrooms. 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 support and funding of primary and secondary education for all of the 52 children placed with guardian families, in partnership with the Kenya Department of Childrens’ Services. This includes regular monitoring visits by Kenya trustees and staff. - Provision of support for two students in university education, and three 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. |
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| - Provision of ongoing support for income-raising activities at the |
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| Kopere site, which include a tailoring and carpentry workshop and |
| provision of basic computing and photocopying services for the |
| local community. |
| 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. |
| The Kenyan charity trustees continue to explore more ways to be self- |
| sufficient, keep costs down and increase local sources of funding. |
| Managed by the Trustee body with no employed staff, the Trustees of |
| HHKT carry out all the administration on a voluntary basis. |
| The Assistant Chair of HHKT has a monthly telephone call with the Chair |
| of Kenyan trustees, In addition the trustees of HHKT e-meet by video- |
| conference at least twice a year with the trustees of Happy Home in |
| Kenya. The objective is to provide encouragement, monitor and receive |
| feedback on activities and progress, to aid strategic planning and provide |
| material for communication with the supporters in the UK. It is hoped to |
| supplement this with a future visit to Kenya by UK trustees. |
| The website is now the primary means of publicity together with a |
| newsletter for supporters (electronic or paper) and more recently the use |
| of social media. In 2023 the trustees agreed a social media policy. |
| Donations are received via regular giving, together with ‘one-off’ gifts |
| from individuals or churches and through a donate button on the website. |
| Applications are also made to other grant-making bodies that support the |
| objectives of HHKT, but this can be erratic. |
| Regular giving and tax reclamation have remained reasonably steady |
| since 2017/18. The 2023/4 year has seen a reduction in income |
| compared with 2022/23, mainly due to a marked drop in revenue from |
| grants. |
| 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? |
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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 in their local community, living with guardians all the time, other than those young people of secondary school age, who receive boarding support during school term times
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 classes 1 to 3 primary and two pre-primary classes, providing employment for six 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.
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Policy programme related investment
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Contribution made by Volunteers
The transition to alternative family care was completed in 2023/24, in line with Kenyan government policy, with all children now resident in the community with guardian families other than when they are boarding at secondary school. These are often members of the childrens’ extended family, such as grandparents.
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.
Achievements and performance
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Achievements and performance
Summary of the main achievements of the charity during the year
The charity continues to be a grant making body primarily to assist Happy Home Child Care CBO in Kenya (as per its objectives). As of April 2024, 52 children were 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 also has its own staff who make welfare visits. 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 pre-primary and primary education to the level of class 3 and will increase with each years intake. Two students have been supported at university, one of whom graduated this year, together with three at college, one of whom graduated.
Grants from Happy Home Kenya Trust have enabled the following key activities:
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Provision of welfare and primary and secondary education for all the children
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Provision of education for two students at university, and three at college.
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Provision of seed for growing crops through the year
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The maintenance of micro-businesses on site
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The continued development of the pre-primary/primary school on site
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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 by letter and e-mail as a primary means of publicity together with regular updates on the website.
2023/24 saw a decrease in funding given, this despite a slight increase in income from regular giving. This was due to a decrease 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 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.
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Achievements and performance
Financial review
Brief statement of the charity’s policy on reserves Details of any funds materially in deficit
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. 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 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:
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How expenditure has supported the key objectives of the charity.
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There is still a significant risk in having a relatively small set of
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supported the key objectives supporters, including key sponsors such as companies or other trusts.
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of the charity. The regular giving has remained reasonably stable through this year, but
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• 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 -
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end goal of self sufficiency.
Other optional information
Declaration
The trustees declare that they have approved the trustees’ report above at a videoconference meeting of trustees on 20[th] January 2025
Signed on behalf of the charity’s trustees
Signature(s) Martin David Jones Full name(s) Elvet John Lewis Position (eg secretary, chair, Chair Secretary etc)
Date 20[th] January 2025
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| HAPPY HOME KENYA TRUST Charity Commission Registration Number: 1101336 FINANCIAL REPORT FOR YEAR ENDING 31 MARCH 2024 |
HAPPY HOME KENYA TRUST Charity Commission Registration Number: 1101336 FINANCIAL REPORT FOR YEAR ENDING 31 MARCH 2024 |
HAPPY HOME KENYA TRUST Charity Commission Registration Number: 1101336 FINANCIAL REPORT FOR YEAR ENDING 31 MARCH 2024 |
|---|---|---|
| Unrestricted Funds | ||
| RECEIPTS | ||
| This financial year's amount (to the nearest £) |
Last financial year's amount (to the nearest £) |
|
| Bank Interest Fund Raising Donations, Bank A/C no. 01592248 Fund Raising Donations Bank A/C no. 01749058 Reclaimed Tax Operating activities to further charity's objects Operating activities to generate funds Investment income receipts Other receipts (not counting as 'Gross Income'): Roseate School Donations, legacies and other similar receipts: Regular Donations |
3500 12242 13063 0 5145 15 0 0 0 |
0 5148 3 0 0 0 3250 11458 27481 |
| TOTAL RECEIPTS | 33965 | 47340 |
| PAYMENTS | ||
| This financial year's amount (to the nearest £) |
Last financial year's amount (to the nearest £) |
|
| Payments for generating funds: Newsletter Printing & Postage Support costs: Web Page Management Grants Transfer Bank Charges Management & Administration Costs Other payments not counting as 'Expenditure': Charitable payments: Grants Paid to :- Happy Home - Schooling, Tertiary Fees & Welfare Roseate School - Financial Support Charitable activities: |
0 0 0 35298 3316 0 0 0 |
0 0 3221 0 0 0 38640 0 |
| TOTAL PAYMENTS | 38614 | 41861 |
| Net of Receipts/(Payments) Cash Funds Last Year Cash Funds This Year Movement in Funds |
-4649 6611 1962 -4649 |
1132 6611 5479 5479 |
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HAPPY HOME KENYA TRUST Charity Commission Registered Number: 1101336
FINANCIAL REPORT FOR YEAR ENDING 31 MARCH 2024
Restricted Funds
RECEIPTS
| This financial year's amount (to the | Last financial year's amount (to the | |
|---|---|---|
| nearest £) | nearest £) | |
| Donations, legacies & other receipts | 0 | 0 |
| Operating activities to further charity's objects | 0 | 0 |
| Operating activities to generate funds | 0 | 0 |
| Investment income receipts | 0 | 0 |
| Other receipts (not counting as 'Gross Income') | 0 | 0 |
| TOTAL RECEIPTS | 0 | 0 |
PAYMENTS
| This financial year's amount (to the | Last financial year's amount (to the | |
|---|---|---|
| nearest £) | nearest £) | |
| Payments for generating funds | 0 | 0 |
| Charitable Payments: | ||
| Grants paid | 0 | 0 |
| Charitable activities | 0 | 0 |
| Support costs | 0 | 0 |
| Management & Administration | 0 | 0 |
| Otherpayments not counting as 'Expenditure' | 0 | 0 |
| TOTAL PAYMENTS | 0 | 0 |
| Net of Receipts/(Payments) | 0 | 0 |
| Cash Funds Last Year | 0 | 0 |
| Cash Funds This Year | 0 | 0 |
| Movement in Funds | 0 | 0 |
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| HAPPY HOME KENYA TRUST Charity Commission Registered Number: 1101336 FINANCIAL REPORT FOR YEAR ENDING 31 MARCH 2024 |
HAPPY HOME KENYA TRUST Charity Commission Registered Number: 1101336 FINANCIAL REPORT FOR YEAR ENDING 31 MARCH 2024 |
HAPPY HOME KENYA TRUST Charity Commission Registered Number: 1101336 FINANCIAL REPORT FOR YEAR ENDING 31 MARCH 2024 |
|---|---|---|
| Trustees' Remuneration & Benefits | ||
| This financial year's amount (to the nearest £) |
Last financial year's amount (to the nearest £) |
|
| Trustees' Remunerations and Benefits 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 |
0 0 0 |
| Total paid to Trustees' | 0 | 0 |
HAPPY HOME KENYA TRUST Charity Commission Registered Number: 1101336 FINANCIAL REPORT FOR YEAR ENDING 31 MARCH 2024
Statement of Assets and Liabilities at Year End
| FINANCIAL REPORT FOR YEAR ENDING 31 MARCH 2024 HAPPY HOME KENYA TRUST Charity Commission Registered Number: 1101336 Statement of Assets and Liabilities at Year End |
FINANCIAL REPORT FOR YEAR ENDING 31 MARCH 2024 HAPPY HOME KENYA TRUST Charity Commission Registered Number: 1101336 Statement of Assets and Liabilities at Year End |
FINANCIAL REPORT FOR YEAR ENDING 31 MARCH 2024 HAPPY HOME KENYA TRUST Charity Commission Registered Number: 1101336 Statement of Assets and Liabilities at Year End |
FINANCIAL REPORT FOR YEAR ENDING 31 MARCH 2024 HAPPY HOME KENYA TRUST Charity Commission Registered Number: 1101336 Statement of Assets and Liabilities at Year End |
FINANCIAL REPORT FOR YEAR ENDING 31 MARCH 2024 HAPPY HOME KENYA TRUST Charity Commission Registered Number: 1101336 Statement of Assets and Liabilities at Year End |
|---|---|---|---|---|
| Unrestricted funds (to the nearest £) at 31 Mar 2024 |
Unrestricted funds (to the nearest £) at 31 Mar 2023 |
Restricted funds (to the nearest £) at 31 Mar 2024 |
Restricted funds (to the nearest £) at 31 Mar 2023 |
|
| Cash Funds Treasurer's Current Account (01592248) BB Instant Online A/C(01749058) |
266 1696 |
5224 1387 |
0 0 |
0 0 |
| Total Cash Funds | 1962 | 6611 | 0 | 0 |
| (agree balances with receipts & payments account(s) | ||||
| Net Assets Liabilities Other Monetary Assets Investment Assets Assets Retained for the Charity's Own Use |
0 0 0 0 1962 |
0 0 0 0 6611 |
0 0 0 0 0 |
0 0 0 0 0 |
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CHARITY COMMISSION FOR ENGLAND ANO WPIES Independent examinerfs report on the accounts Section A Independent Examiner's Report Report to the trustees 14APP"/ HOME Kkfv2/A Tr<usT. On accounts for the yoar •ndod 31 /MARLH 1024 Charlty no (If any) 110133 Sot out on pages I ko3 I repxjrt to ts tnjstees on my examinatK)n of the accounts of the above chanty (Ihe Trust.) for the year ended Rasponsibilitios and basis of report As the charity's trustees, you are responsible for the preparation of the accounts in accordance wth the requirements of the Charities Act 2011 {Ihe Acr). I report in respect of my examination of the Trust's accounts carried out under section 145 of the 2011 Act and in carying out my examination, I have followed all the appIable Directions given by the Charity Commission under saclion 145(5){b) of the ACL Independent examiners statement I have completed my examinati. I confinn t11 no material matters have come to my attentK)n in connection with the examination (other than that disclosed bebw ') which gives me cause to believe that in, any materbal the accounling records were mt kept in accutsnce with sectron 130 of the Charities Act; or the accounts dKI r¥)t accord with the accounting records: or the accounts did not comply wrth the applicable requirements conceming the fomi and content of accounts set out in the Charities (Accounts and Reports) Regulab'ons 2008 other than any requirement that the accounts give a Irue and fairf view which is not a matter cOnSK as part of an independent examination. I have no concems and have c(xne across no otsr matters in connection with the examination to which attention strK)uld be drawn in this report in order to enable a proper understarKling of the accounts to be reached. ' Please delete the words in the brackets rf they do not ap. Signed: Name: Relavant profosslonal qualification(s) or body (if any): IER Oct 2018