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2021-02-28-accounts

THE ELIZABETH - ANN CHARITY

4 Kingsfield Close Bradford-on-Avon BA15 1AW

ANNUAL REPORT AND FINANCIAL STATEMENTS FOR THE YEAR END 28 February 2021

CHARITY REGISTRATION No: 1113374

Independent Examiners Ltd Unit 2

The Broadbridge Business Centre Delling Lane Bosham PO18 8NF

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THE ELIZABETH - ANN CHARITY

CONTENTS Pages 4 -6 Report of the Trustees Page 7 Statement of Financial Activities Page 8 Balance Sheet Pages 9 - 10 Notes to the Financial Statements Page 11 Independent Examiners Report to the Trustees.

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THE ELIZABETH - ANN CHARITY

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 28 February 2021

LEGAL AND ADMINISTRATIVE INFORMATION

CHARITY NUMBER 1113374 START OF FINANCIAL PERIOD 1 March 2020 END OF FINANCIAL PERIOD 28 February 2021 TRUSTEES AT 29th February 2020 Sarah Lyle Julia Davies Judy Cecil Richard John Aylard - Chair Trustee Simon Banfield CORRESPONDENCE ADDRESS 4 Kingsfield Close Bradford-on-Avon BA15 1AW GOVERNING DOCUMENT TRUST DEED DATED 20 FEBRUARY 2006 BANKERS Lloyds TSB 64 Fore Street Trowbridge BA14 8EU. INDEPENDENT EXAMINER K Gomes Independent Examiners Ltd Unit 2 The Broadbridge Business Centre Delling Lane Bosham PO18 8NF

OBJECTS

Alleviation of Poverty in Southern India (Andhra Pradesh). Support for Evangelism activities around Burlavaripalem.

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THE ELIZABETH - ANN CHARITY

REPORT OF THE TRUSTEES

FOR THE YEAR ENDED 28 February 2021

Structure, Governance and management:

Governing Document -Trust Deed Trustee Selection method - Appointed by other Trustees

Objective

Alleviation of Poverty in Southern India (Andhra Pradesh). Support for Evangelism activities around Burlavaripalem.

Summary of main activities

The main work is undertaken in supporting the village of Burlavaripalem, near Chirala, Andhra Pradesh, India. The Trustees confirm that they have complied with the duty to have due regard to the Charity Commission’s general guidance on public benefit. The purpose of the charity is enshrined in its objects outlined above. The Trustees ensure that this is carried out for the public benefit by delivering a range of activities to meet its objects:-

Objectives and Activities

Project 1 – a drinking water well was constructed. Project 2 – 100 toilets have been provided. Project 3 – About 47 elderly people are being supported with a small ‘pension’ and some meals. Project 4 – assisting children’s education Project 5 – sponsoring 2 young men through bible college Project 6 – providing water buffalo for widows. Project 7 – providing regular medical support in the village. Project 8 – providing rickshaws for men. Project 9 – providing hostel accommodation for 37 children. Project 10 – providing microfinance facilities for about 40 women. Project 11 – providing bicycles for school children Project 12 –providing sewing machines for women. Project 13 – providing loan facilities to farmers. Project 14 – providing support to the poor in neighbouring villages. Project 15 – providing support for HIV medicines. Project 16 – providing sponsorship through college and tertiary education.

Project 17 - Providing emergency financial support to purchase food supplies for our villagers, and 450 needy families in the neighbouring Hindu village. This Covid 19 support is for a necessary, but not defined period.

Projects 3, 7, 9, 10, 11, 13, 14, 15 and 16 are very active; the others are largely complete though there is ongoing work. Project 16 – two trainee nurses are being sponsored through their BSc. One is being sponsored through his engineering degree. 4 are being sponsored through college.

Barry Puram – a Yanadi tribal village located nearby is being supported to provide housing, a school / church, chickens, fish farm.

Support is also given to Golden Bells English Medium School, in Chittoor, Andhra Pradesh, India. Generally this is limited to small funds to supplement the school costs given by especially those who have visited the school.

We facilitate support at Golden Bells School, from gap year students.

Mrs Julie Davies and her husband Michael, accompanied by trustee Mrs Judith Cecil and her husband visited the work to carry out an inspection of progress on project work, and to ensure that the Charity’s Child Safeguarding Policy is being followed.

Happily, no concerns were noted. A Health and Safety risk assessment was also carried out.

Achievements and Performance

Burlavari :

Vinay is our Project Director who runs all the Charity work in the village and in nearby Barry Puram. His mandate was broadened due to Covid, and identified 450 needy families in the neighbouring Hindu village who were struggling to survive due to Covid 19 restrictions imposed that threatened their health and welfare.

His wife Benedicta manages the children's home with the help of a cook and an employed teacher. Project 9 - The main work of the Charity is focused on supporting children in The Elizabeth-Ann Home within the village. 37 children, aged 9 to 15, are selected on their educational potential with the hope they will go to college. They are provided with all their needs, they live in disciplined surroundings, attend local schools, have supervised and assisted tuition mornings and evenings.

The eldest 7 children have left the home, aged 15, but we continue to support them through 2 years of College time. 2 other students are being helped at college. A further 8 are expected to be sponsored in the next year. We have built a new dining hall and a new kitchen.

The new dining hall provides daily lunch to about 15 elderly.

In future we intend to build accommodation for 28 boys above the dining room. In part this is to fulfil a legal requirement that boys and girls should sleep in separate buildings - currently they are on different floors.

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THE ELIZABETH - ANN CHARITY

REPORT OF THE TRUSTEE CONTINUED

FOR THE YEAR ENDED 28 February 2021

Achievements and Performance Continued

Summary of the main achievements of the charity during the year :

Burlavari -Vinay is our Project Director who runs all the Charity work in the village and in nearby Barry Puram. His mandate was broadened due to Covid, and identified 450 needy families in the neighbouring Hindu village who were struggling to survive due to Covid 19 restrictions imposed that threatened their health and welfare. His wife Benedicta manages the children's home with the help of a cook and an employed teacher. Project 9 - The main work of the Charity is focused on supporting children in The Elizabeth-Ann Home within the village. 37 children, aged 9 to 15, are selected on their educational potential with the hope they will go to college. They are provided with all their needs, they live in disciplined surroundings, attend local schools, have supervised and assisted tuition mornings and evenings.

The eldest 7 children have left the home, aged 15, but we continue to support them through 2 years of College time. 2 other students are being helped at college. A further 8 are expected to be sponsored in the next year. We have built a new dining hall and a new kitchen.

The new dining hall provides daily lunch to about 15 elderly.

In future we intend to build accommodation for 28 boys above the dining room. In part this is to fulfil a legal requirement that boys and girls should sleep in separate buildings - currently they are on different floors. Project 3 - Support for the elderly continues and is much appreciated - we are humbled to see what a few pounds and food can help and be so appreciated. When asked as to how they spent the money, almost all of the elderly use it to purchase breakfast.

Project 7 - Medical support by a qualified retired doctor holding a surgery every month is much appreciated by about 50 villagers. He can hand-out basic medicines or provide a prescription. Project 10 - Microfinance - Continues with many women appreciating their ability to borrow money as short term loans to cover their emergencies or business plans.

Project 12 - Sewing machines have enabled some women to escape from manual work in the fields and double their income running their own business.

Project 13 - We run a scheme to loan farmers sufficient cash to enable them to buy seeds and fertiliser for payback at the six monthly harvest. The concept is that these individual loans should decrease each season and the farmer should build up his own savings account to cover future years.

Project 14 - We were alerted to the very poor from adjacent villages approaching Vinay (and his mother, Mary, the Pastor) to beg for help. We are now providing £71 per month for distribution to other poor villagers. Project 15 - We were alerted to the fact that about 5 villagers have HIV. They need extra medicines that have to be collected from major towns - about £7 per month per villager.

Project 16 - One of our supporters is sponsoring a nurse through her BSc degree.

A biogas plant - using local buffalo manure has been installed - its gas is being used to support 'calor' gas k

Barry Puram

A Utility Warehouse colleague has undertaken to support a Yanadi tribal group who were encamped illegally on government land. Land has been purchased, temporary housing built, a school/ church provided, chicken farm started with plans for a fish farm. Previously none of the children went to school.

Golden Bells English Medium School in Chittoor

This is 200 miles from Burlavaripalem. The head mistress is Vidya, who is Vinay's sister.

The school has over 500 pupils aged 3 to 16 and has excellent results. In November 2010 the landowner, who had originally started the school, returned wanting his land back. Through the gifts of many individuals we have been enabled to lease another small plot of land and to build a new school that opened in time for the new school year in June 2011.

Long term plans require a lot of money to purchase more land nearby to give more security to the school and to expand its age range to 16&17 year olds.

As a result of our input the school has become far more outgoing and now gets involved in local public activities. One pupil reached the final of a 'Spell Be' competition.

Vidya has welcomed about 10 people from UK, Ireland & Poland to help in the classrooms.

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THE ELIZABETH - ANN CHARITY

REPORT OF THE TRUSTEE CONTINUED

FOR THE YEAR ENDED 28 February 2021

Financial Review

The Charity is almost totally dependent upon 500 plus people/families who have supported us in the past and nearly half of whom give us bank standing orders.

As income expands so further needs are identified that support the general objectives of the Charity. The only reserve is a savings account that holds £6,482. This is regarded as an emergency reserve for unforeseen occurrences that may take place.

Fund raising is performed by the Trustees talking to a great many people to persuade them to set up small (or big!) standing orders or donations.

Michael & Julie Davies are distributors with Utility Warehouse – they donate their income to the Charity.

Application to achieve formal registration (Foreign Charity Regulation Act FCRA Status) of the Charity in India was started over 5 years ago; this was finally achieved 2014 by the acquisition of another charity based in Hyderabad.

The village did have a government supplied water purification plant but this failed 2 years ago. It is hoped to obtain local government approval to repair it and then sell water to all the inhabitants of Burlavaripalem. IAs the Home children reach 15/16 and leave their school, there is a need to continue their support through College (16/17) and maybe beyond to tertiary education; some have dreams of becoming doctors - a very expensive training !

Trustees' Responsibilities

The Trustees are responsible for keeping proper accounting records, which disclose with reasonable accuracy at

any time the financial position of the trust. They are also responsible for safeguarding the assets of the trust and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

Date ………………………………………….

Signature………………………………………………………………

PRINT NAME…………………………………………………………..

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THE ELIZABETH - ANN CHARITY

STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 28 February 2021

Notes
Voluntary Receipts
1a
Charitable Activities
1b
Other
1e
TOTAL
PAYMENTS
Raising Funds
2a
Charitable Activities
2b
Governance Costs
2c
TOTAL
NET RECEIPTS/(PAYMENTS)
Transfers Between Funds
Total Funds Brought Forward
TOTAL FUNDS CARRIED FORWARD
RECEIPTS		 UnrestrictedDesignated Restricted
TOTAL
TOTAL
Funds
Funds
Funds
2021
2020
£
£
£
£
£
10,120
-
1,500
11,620
0
39,038
0
18,631
57,669
57,681
0
0
0
0
0
49,158
0
20,131
69,289
57,681
0
0
0
0
0
0
0
71,053
71,053
46,840
2,653
0
0
2,653
540
2,653
0
71,053
73,706
47,380
46,505
0
-50,922
-4,417
10,301
-50,256
0
50,256
0
0
39,191
0
2,256
41,447
622
35,440
0
1,590
37,030
10,923

All of the organisation's operations are classed as continuing.

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THE ELIZABETH - ANN CHARITY

STATEMENT OF ASSETS AND LIABILITIES

FOR THE YEAR ENDED 28 February 2021

----- Start of picture text -----
Unrestricted Restricted 28-Feb-21 28-Feb-20
ASSETS Fund Fund Total Total
£ £ £ £
Cash Funds:
Bank Account 35,440 1,590 37,030 41,447
35,440 1,590 37,030 41,447
Other Monetary Assets:
Investments 0 0 0 0
35,440 1,590 37,030 41,447
LIABILITIES
Independent Examiner's Fee 540 - 540 540
540 - 540 540
----- End of picture text -----

TRUSTEES RESPONSIBILITIES IN RELATION TO FINANCIAL STATEMENTS

Charity Law requires the Trustees to prepare financial statements for each financial year which comply with the regulations set out in the Charities Act 2011. The Trustees have elected to take advantage of the provisions

that apply to small charities and have prepared a Receipts and Payments Account and Statement of Assets and Liabilities which are set out on pages 7 and 8.

Signed on their behalf by ………………………………………..., Trustee

Signature

Print Name

Date of approval

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THE ELIZABETH - ANN CHARITY

NOTES TO THE ACCOUNTS FOR THE YEAR ENDED 28 February 2021

Basis of preparation:

The accounts have been prepared under the Receipts and Payments basis of accounting as prescribed by the Charity Commission and they meet the appropriate legal requirements.

The Trustees confirm, in accordance with the Charitable Incorporated Organisations (General) Regulations 2012, that at the year end the Charity did not have any outstanding guarantees to third parties nor any debts secured on assets of the Charity

1. RECEIPTS
a) Voluntary Receipts
Covid
19
B) Charitable Activities
Yandi
Building Fund
Gift Aid
Burlavaripalem
E-A Home
Student Sponsoring & Medical
Donations and gifts
Golden Bells School
Bank Interest		 Unrestricted Designated
Restricted
TOTAL
TOTAL
Funds
Funds
Funds
2021
2020
£
£
£
£
£
-
-
1,500
1,500
0
10,120
-
-
10,120
0
10,120
-
1,500
11,620
-
33,442
-
-
33,442
29,154
-
-
3,829
3,829
2,344
-
-
1,435
1,435
4,108
-
-
6,972
6,972
5,783
-
-
1,598
1,598
3,715
-
-
1,920
1,920
3,485
5,578
-
2,877
8,455
9,036
18
-
-
18
56
39,038
0
18,631
57,669
57,681

2. ANALYSIS OF EXPENDITURE

a) Raising Funds
b) Charitable Activities
Yandi
Burlavaripalem Regular
Golden Bells School
E-A Home Regular
Student Sponsoring & Medical
Covid 19 Relief
New Build
Unrestricted
c) Governance Costs
Independent Examination
Bookkeeping Fees		 Unrestricted Designated
Restricted
TOTAL
TOTAL
Funds
Funds
Funds
2021
2020
£
£
£
£
£
0
0
0
0
0
0
0
-
-
3,245
3245
3630
-
-
19,606
19606
10971
-
-
2,660
2660
3914
-
-
24,126
24126
21735
-
-
6,482
6482
4737
-
-
11,707
11707
0
-
-
3,228
3228
0
-
-
-
-
1853
0
0
71,053
71,053
46,840
790
790
540
1,863
1,863
0
2,653
0
0
2,653
540

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THE ELIZABETH - ANN CHARITY

FOR THE YEAR ENDED 28 February 2021

13. CASH AT BANK AND IN HAND

13. CASH AT BANK AND IN HAND
Cash at bank and on hand
Other
Total		 2021
2020
£
£
37,030
41,447
37,030
41,447

14. RISK ASSESSMENT

The trustees actively review the major risks which the charity faces on a regular basis and believe that maintaining the free reserves stated, combined with the annual review of the controls over key financial systems carried out on an annual basis will provide sufficient resources in the event of adverse conditions. The trustees have also examined other operational and business risks which they face and confirm that they have established systems to mitigate the significant risks.

15. RESERVES POLICY

The trustees have considered the level of reserves they wish to retain, appropriate to the charities needs. This is based on the charities size and the level of financial commitments held. The trustees aim to ensure the charity will be able to continue to fulfil its charitable objectives even if there is a temporary shortfall in income or unexpected expenditure. The trustees will endeavour not to set aside funds unnecessarily.

16. PUBLIC BENEFIT

The charity acknowledges its requirement to demonstrate clearly that it must have charitable purposes or ‘aims’ that are for the public benefit. Details of how the charity has achieved this are provided in the Trustees report. The trustees confirm that they have paid due regard to the Charity Commission guidance on public benefit before deciding what activities the charity should undertake.

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INDEPENDENT EXAMINER’S REPORT ON THE ACCOUNTS

Report to the Trustees on my examination of the accounts of the above Charitable incorporated organisation The Elizabeth -Ann Charity for the year ended 29/2/21

Respective responsibilities of Trustees and Examiner

The charity's Trustees are responsible for the preparation of the accounts. The charity’s Trustees consider that an audit is not required for this year under section 144 of the Charities Act 2011 (the Charities Act) and that an independent examination is needed.

It is my responsibility to:

Basis of Independent Examiner's

My examination was carried out in accordance with general directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from the trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is given as to whether the accounts present a ‘true and fair’ view and the report is limited to those matters set out in the statement below.

Independent Examiner's statement

In connection with my examination, no matter has come to my attention

  1. which gives me reasonable cause to believe that in, any material respect, the requirements:

  2. . to keep accounting records in accordance with section 130 of the Charities Act; and

to prepare accounts which accord with the accounting records and comply with the accounting . requirements of the Charities Act

have not been met; or

  1. to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.

Signed

Name K Gomes MAAT Date: 12.8.21

Independent Examiners Ltd Unit 2 The Broadbridge Business Centre Delling Lane Bosham PO18 8NF

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