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2021-03-31-accounts

THE JENNIE MARSH TRUST

Annual Report

For the year ended 31 March 2021

Charity number 1110796

Company number: 5405313

Jennie Marsh Trust Annual Report

2021

Contents

1. Legal and Administrative Information

2. Structure, Governance and Management

3. Annual Report

4. Appendices: Financial Statements

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1 1. Legal and Administrative Information

Trustees and Directors

Mr N P W Marsh Mr A J W Marsh

Mrs K Read

Registered Office

4 Mill Close Fishbourne Chichester West Sussex PO19 3JW

Bankers

HSBC 94 East Street Chichester, PO19 1HD

Independent examiner

Mr Keith Barnett 116 Worcester Road Chichester P019 5EB

Charity number 1110796

Company number 5405313

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ANNUAL REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2021

The financial statements for the year to 31 March 2021 are appended to this report.

2. Structure, Governance and Management

2.1 Constitution

The Charity (The Jennie Marsh Trust, or JMT) was established under a Memorandum of Association in 2005 and is governed under its Articles of Association, as a limited Company.

2.2 Governance and Regulation

As a Limited Company, the Charity is required to file its financial statements with Companies House; and as a UK registered Charity, falls under the regulation of the Charity Commission.

2.3 Organisational Structure

The organisation is ultimately managed by the Board of Trustees which oversees the work of JMT as a Charity (these Trustees are also Directors and Company Members under the governing documentation of the Memorandum of Association and the Articles of Association). All major operational and strategic decisions are made by the Board who meet generally 3 to 4 times per year, correspond regularly and are available to meet more frequently as required. Under the Articles, in which Trustees (referred to for the purpose of governance) are appointed as Company Members (and also as Directors, under Article 14.5), new Trustees are appointed by the Board and one third of the members of the Trustee Board (the longest serving) retire annually (at each AGM, whilst the requirement for an AGM remains), but are eligible to be re-appointed if they still qualify. Given that JMT has no employees and only one full-time volunteer, the day-to-day running of the Charity is overseen by the Board of Trustees itself, as well as volunteers, to whom certain tasks and roles are delegated by the Board.

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2.4 Trustees

All the current Trustees, who are also all Directors of the company, are individuals who were involved in the founding of the Charity. The possibility of appointing additional Trustees is a matter that is regularly reviewed. New Trustees would be recruited by the Board based on their broad range of skills and experience. The current Board brings a diverse set of experiences and expertise – including extensive work within the charitable sector, the Church, the professional financial services and investment sector, the public sector in the UK, and living and working in both commercial and charitable sectors in Africa. Given the focus of the charity’s work and projects, all the Trustees and most of the key volunteers have spent significant time in Africa. All the Trustees and indeed all volunteers, operate entirely on a voluntary basis.

2.5 Risk Review

The Trustees regularly consider all the major risks to which the charity is exposed. These are held on a risk register (and overseen by a risk management framework), as well as implementing a set of policies and procedures, to outline key processes within the operational of the Charity. Specifically of note, the Trustees have developed:

➢ A reserves policy, coupled with a funding strategy and a funding base of regular givers, which seeks to ensure that on specific projects where JMT has a medium-term desire (albeit no formal commitment) to support projects or individuals over multiple years, it feels sufficiently confident of its ability to meet those. In terms of an actual commitment basis, JMT applies a policy of only allocating funds on an annual basis and within its existing (or very near-term) cash reserves position

➢ A Safeguarding policy has been developed to protect the Charity’s direct beneficiaries as well as the Charity’s volunteers – however, it is noted that currently the Charity has no direct involvement with Young People or potentially vulnerable people, given it operates as a grant making body to other (typically small, grass-roots) charities and organisations, mainly in Africa. However, the Trustees are also seeking to promote best practice implementation and adherence of the principles by the organisations it supports.

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3. Annual Report of the Trustees

3.1 History and Background

JMT was founded in April 2005 as a charity which could act to identify, provide funding to and actively support the development of individuals, initiatives or projects which seek to enhance the Christian faith, with a very strong geographical focus on Africa. The Charity’s founding, focus and ongoing drive was inspired by the life and passions of Jennie Marsh (nee Tipper). The structure and role of the charity is to be a focus for:

➢ Firstly, identifying and connecting with specific projects and initiatives which really make an impact, are well-run and driven by people which the charity feels confident supporting, which lack financial resources and access to larger funding bodies, and which crucially are open to being helped and guided in their development and governance;

➢ Secondly, to fundraise for the ongoing support of these projects – seeking the support of private individuals who seek a directly-connected opportunity to support local African projects, with a clear and strong Christian ethos;

➢ Thirdly, to help guide and enhance the governance, strategy and development of the initiatives – with an ultimate goal, where possible, towards more financial stability;

➢ Fourthly, to do so in a cost-efficient manner, ensuring that the operating costs of the charity remain as a low percentage of funds raised to ensure the largest amount possible can be used to help fund projects directly

3.2 Goals and Summary of Activities

JMT’s objects are set out in its governing document as ‘the advancement of the Christian faith’. As outlined above the Charity has developed a strategic focus to govern its activities within these boundaries, which include (though reviewed regularly by the Trustees):

➢ Acting as a fundraising and grant-making body to support specific projects and initiatives, whether directly to individuals or typically local, small-sized organizations;

➢ A geographical focus on Sub-Saharan Africa, with only a number of specific UK exceptions where long-standing relationships exist;

➢ A focus on opportunities within JMT’s core “Equip, Enable, Serve” operational strategy on project objectives;

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➢ Supporting projects, initiatives and individuals where JMT feels aligned with the leading individuals, and where there is opportunity to work with them to enhance the governance and running of the project.

Overall, JMT is seeking to achieve a long-term impact in the lives of people, particularly for those operating in less privileged environments. The Trustees confirm that they have had due regard to the guidance issued by the Charity Commission on public benefit when planning their objectives and activities for the year.

3.3 Summary of Year’s Activities

In the year to 31 March 2021 JMT’s primary activities can be summarized as:

➢ Supporting our regular and one-off donor base, who together gave over £37,000 of donations (including tax refunds on Gift Aid, and specific project funding). During the year, JMT published its newsletter (‘Journal’) to provide updates and information about supported projects. In addition to donations, JMT received income through key fundraising activities, including the sale of JMT Christmas Cards, and the sponsorship raised from activities;

➢ Providing project funding to five projects, totalling £24,500 of grants; these projects were spread across Kenya, Uganda, Zimbabwe and South Africa in this period.

➢ Engaging in communication with supported projects about the impact of the Covid-19 pandemic and specific needs arising as a result. This also enabled further deepened reporting alongside the regular quarterly or bi-annual reports now being received from most projects.

Covid Pandemic

All our supported projects have had an extremely tough year because of the Covid pandemic, and the various lockdowns, restrictions and indirect impacts. In many cases, the volunteers and beneficiaries at projects greatly suffered through loss of the breadwinners’ employment, sickness, lack of resources, no finance, no PPE, bad hygiene and nutrition - especially where more than one family share accommodation or in the many very overcrowded informal settlements. Projects such as the schools and education projects in Uganda (in both Kitgum and Ibanda) have been heavily impacted by the Government enforced shutdowns of schools, most of which only partially reopened in the remaining 2021 months. This caused hardship to many staff, but also pressure on parents and most directly on the education of the children too.

However, during their lockdowns and quarantines the inventive and resourceful project leaders and staff have, for example, produced food parcels and assisted families in crisis. They have initiated, where meagre resources exist, online or home learning and developed strategies for training and teaching. Most, if not all, have had to curtail their activities to

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essentials in order to protect children, staff and salaries and all are fearful of the future under their precarious circumstances.

Frequent personal interaction and correspondence were maintained with all projects, and further financial support, e.g. for PPE, food parcels etc. was provided within our limited financial resources. On all the projects we support, we have regular discussions around longterm strategy, funding solutions and sources, as JMT seeks to work with projects towards increased financial stability.

3.4 Overview of Projects Supported

During the course of the last year, JMT provided financial (and advisory, strategic and other) support to five projects, each of which it has been involved with for multiple years. On an ongoing basis, JMT has been supporting seven projects in recent years, though two (Arise and CIS Sports Plus) weren’t funded during this financial year due to specific timing of activities, leadership changes and planning. However, the intention is to continue to support these in the future.

Arise – Cape Town, South Africa

(No financial grant provided in 2020-21)

Arise is a South African charity based in the Heideveld area of the Cape Flats outside Cape Town. It seeks to ensure the safety, security and welfare of children in the Cape area by promoting the role of family and care for children. From a family centre based in Heideveld, Arise promotes adoption and fostering care across Cape Town, and works in the local community to support families. The centre offers resources to local schools and families, including educational support, kids clubs, and psychological support and counselling and parenting training. JMT has been providing financial and strategic advice to Arise since 2008, working in partnership to help launch and sustain new initiatives, as well as promoting a transition to self-sufficiency and encouraging local funding. In 2020-21, JMT actually didn’t provide specific funding, whilst it was seeking to discuss with the new leadership of Arise on particular programmes, and during the pandemic their activities were limited. The project was however subsequently supported and relationship remains very strong.

Orphan Care Programme, Ibanda, Uganda

The Orphan Care Programme (OCP) is a locally-run charitable initiative, headed by Olive Lugwana, who, for more than 20 years, has helped to fund, support and care for disadvantaged children in Uganda to attend local primary and secondary schools. Working closely in conjunction with church based schools in the town of Ibanda in Southern Uganda, Olive identifies children who are either orphaned (and perhaps living with wider family) or from single parent families, and provides funding support as well as pastoral support for those at secondary school (who typically board). Since 2006, JMT has been providing support for 50 children at primary school level who are unable to pay for uniforms, books and

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lunch / daily milk; at secondary school level, where school fees are payable JMT has supported 30 secondary school (or in the case of those in A-level years, for some in vocational training) – having 5 students in each of the academic years from Senior 1 to Senior 6. This plan continues in recent years, and whilst the 2020-21 year was disrupted by school closures, JMT continued to provide necessary support where children could attend.

Centre for Urban Mission, Nairobi, Kenya

The Centre for Urban Mission (CUM) operates under the framework of Carlile College in Nairobi, where it runs an integrated set of programmes aimed at providing training and support to churches and communities in various informal settlements around Nairobi. JMT has been involved with CUM since 2006, and in 2009 helped launch a new programme of Children’s Ministry. This seeks to provide training courses and assistance to local churches across informal settlements in how to engage and help minister to children and encourage parents. Practical assistance is provided in hygiene, health, self-help and employment, as well as spiritual and moral ministry; the programme seeks to offer holistic care and support for disadvantaged families and children. In 2020-21, JMT has continued its financial support of the children’s ministry workers and projects, whilst adapting to specific projects – in this case in providing specific food and support packages during Covid-19, whilst normal activities were stopped, and the communities supported by CUM were hugely negatively impacted.

Children Comfort Ministries, Kitgum, Uganda

The Children Comfort Ministries (CCM) is a local organization based in the town of Kitgum in the north of Uganda. This was an area heavily impacted by the long war against the insurgent Lord’s Resistance Army, and many areas were left abandoned and destitute people were moved to camps for protection. JMT began supporting the organization in 2006 during the last period of the war, when CCM provided school sponsorship and care for numerous children who were either orphaned or from very poor, single parent families. In recent years, the team saw the vision to establish a new local nursery and primary school to provide quality education and care under a Christian ethos, at a cost which was affordable and offered support to those unable to pay. JMT has been supporting the establishment and running of the school since 2012 as it has grown from nursery years to now offering primary education to P6 year. It is accredited and regularly inspected by the Government education department. In the last year, JMT supported both the ongoing running costs (as the school works towards more self-sufficiency) and the ongoing building costs to establish its own buildings on an acquired site. The school relocated to the new premises in 2018 and JMT continues to support its work, and it continues to expand, now offering up to P7 (final primary year of schooling), and where it can to students going on to secondary.

Institute of Bible Teaching (IBT), Bulawayo, Zimbabwe

IBT is a training college established in Zimbabwe’s second city of Bulawayo in 2014 by Godfrey Chikaki. JMT supported the launch and establishment of the institute from its

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beginning, having been involved in supporting Godfrey with his own training at the Johannesburg Bible College since 2012. The team at JBC, whom JMT have partnered with for many years, supported Godfrey in establishing an Institute in Zimbabwe to provide training to pastors and ministers from churches in the area, many of whom had never had formal training. In the midst of very challenging economic times in Zimbabwe, churches could afford little to train their ministers and staff, and by establishing a local college and training courses and conferences, this has aimed to bring some of the expertise of places like JBC to Bulawayo. JMT has helped support the financial running and the strategic development of IBT since its inception, and encourage supporters, as IBT has successfully grown the student base and coverage.

Khayelitsha Christian Academy, Western Cape, South Africa

Khayelitsha Christian Academy (KCA) is a day care centre for children aged between 3 and 6 years, located in Mandela Park, Khayelitsha, close to Cape Town in the Western Cape province of South Africa. KCA’s mission is to lead children to Christ through education, and is located in an area of generally low income and low employment levels. KCA hopes to prepare and develop children for pre-primary and primary level, providing them with excellent Early Childhood Development (ECD) and the possibility of a brighter future. It was founded by Christ Church Khayelitsha in 2012, adjacent to the church and overseen by the Rev Phumezo Masango, who has been known and supported by JMT since 2009. JMT has been supporting KCA directly since 2015, and has enabled the hiring of an additional nursery teacher, who has been supported throughout the last five years.

Sports Plus camps, Christians In Sport, UK

(No financial grant provided in 2020-21)

Christians in Sport (CiS) is a UK-based charity which seeks to reach the world of sport for Christ through a wide range of activities. CiS works with people of all ages who involved in sport. In support of work with school aged young people, CiS runs summer Sports Plus camps, where understanding more of the Christian faith is combined with a high quality sports camp. JMT has partnered with CiS since the start of JMT, where in conjunction with the annual awarding of the Jennie Marsh Cup at the Brecon camp, JMT has offered financial support through bursaries and sponsorship to young people to attend the Sports Camp. This enables CiS to let those unable to cover the full cost of the camps to still attend. As a nonAfrican project our contribution represents a relatively small part of our overall funding programme, but a key historic link, and one that has been further bolstered as CiS itself has expanded to do more work on the African continent. In 2020-21, given disruption to the ability to run the sports camps, this funding wasn’t provided, but there is an intention to restart once there is the possibility to run camps.

3.5 Financial review

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In this year, JMT had income of £37,875 against total outgoings of £25,058. The net surplus for the year on income against expenditure was £12,817 and the cash reserves at the end of the financial year were £26,720. Of the outgoings, £24,500 was for project funding representing 98% of the total expenditure. This excludes costs of some trading activity (e.g. JMT Christmas cards), which are shown as a net profit figure. The main other expenditure related to the printing and distribution of newsletters.

3.6 Reserves policy

The Trustees’ policy is to ensure there are sufficient unrestricted reserves to meet JMT’s current financial commitments, by only committing to project funding from either entirely existing reserves or on regular giving base within a short period of time. Given that JMT typically allocates grants on an annual basis, then cash is built up and distributed from existing reserves each year, with no future commitments to grants. As a general guide, JMT would seek to have a minimum cash reserves of approximately £5,000 at the year-end (subject to adjustments for timing of payments), which currently represents c20% of typical annual income.

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JENNIE MARSH TRUST

Company No 5405313

Charity Commission No 1110796 BALANCE SHEET AS AT 31 MARCH 2021

Debtors Nil

Cash at bank & in hand £26,720.32

Current Liabilities

Creditors & accrued expenses Nil Net Current Assets £26,720.32

Capital & Reserves £26,720.32

Approved by the Board on 1[st] November 2021

and signed on their behalf by: G J Tipper

Treasurer

JENNIE MARSH TRUST Company No 5405313 Charity Commission No 1110796 INCOME AND EXPENDITURE ACCOUNT PERIOD 01/04/20 TO 31/03/21

INCOME

Donations 26,630.33 CAF/Stwd ship 986.75 Fundraising 37.80 Projects (note 1) 5,000.00 Bank Dep a/c interest 3.93 Trading 621.10 Tax refunds 4,594.75 37,874.86 EXPENDITURE Fund raising costs 216.00 Office 72.00 Admin 168.40 Projects 24,601.34 25,057.74 INCOME OVER EXPENDITURE 12,817.12 Represented by: 20 21 Bank C/A reconciled 8,759.05 13,572.24 = 4,813.19 Bank Deposit A/C 5,144.15 13,148.08 = 8,003.93 13,903.20 26,720.32 12,817.12 Opening balance 01/04/20 13,903.20 I over E 31/03/21 12,817.12 Bank c/a + int bearing a/c 26,720.32

Note:

  1. Restricted funds.

G J Tipper Treasurer

JENNIE MARSH TRUST

Company No 5405313 Charity Commission No 1110796

ANNUAL BANK RECONCILIATION STATEMENT AS AT 31 MAR 2021

Prepared by G J Tipper, Treasurer

£ Balance as per bank statements as at 31 Mar 21 Current account 13,572.24 Deposit acount 13,148.08 Total Bank and Cash 26,720.32 Not incl a/c transfers Opening balance 1 Apr 20 13,903.20 Add receipts 37,874.86 51,778.06 Less payments 25,057.74 26,720.32 Closing figure as at 31/3/21 26,720.32

Note The receipts and payments amounts shown do not include an amount of £4,000 which appears in the underlying bank account transactions as both a payment and then a receipt, since it was an amount initially transferred to the Transferwise account to enable a foreign transaction of project funding, but which was subsequently returned to JMT from Transferwise when the transaction was not able to be completed by them. The project funding was subsequently transferred directly and reflected in payments.

Independent Examiners Report to the Trustees of Jennie March Trust I report on the Account$ for the Jennie Marsh Trust foryear ended 31st March 2021 Respective responsibilities of Trustees and Examiner The Charlty Trustees are responsible for the preparatTron of the Accounts. The Charity Trustees consi(Ser that an Audit is not required for the year under Section 144121 of the Charities Act 2011 Ithe 2011 Actl and that an Independent Examination is needed Ft is my responsibility to- * Examine the kwunts under section 145 of the 2011 Att * To follow the procedures laid down in the general Directions given by the Charity Commission under section 145151 of the 2011 Art, and to state whether particular matters have come to my attentlon Ba515 of Independent Examiner5 Report My examination was tarried out in accordance with the general Direction5 given by the Charity Commission. An examination include5 a review of the accounting records kept by the Charity and a comparlson of the Accounts presented with those records. It also includes consideration of any unusual items or disclosures in the Accounts, and seeking explanations from you as Trustees concerning such matter5. The procedures undertaken do not provide all the evidence that would be required in an audit and consequentfy no opinion is given as the whether the Accounts p￿Sent a true and fair vlew, and the ￿port is Ilmited to those matters set out In the statement below. Independent Examlners Statement In connection with my examination no matter has come to my attention l. which gives me ￿aSonable cause to believe that in any material ￿$Pert the requirements- to keep accounting records In accordance with section 130 of the 2011 Act to prepare Accounts which accord to the accounting records and cornp with the accounting regul￿MentS of the 2011 Act have not been met. or 2. to which in my opinion attention should be drawn in order to enable a proper understanding of the accounts to be reached. Name Keith Bamett Qualification Associate of the Chartered Institute of Bankers Address Date 116. Worcester Road,Chichester,P019 SEB 2nd August 2021