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2020-12-31-accounts

STRAWBERRY HILL OVERSEAS AND COMMUNITY CONCERN

Annual Report of the Trustees For the year ending 31st December 2020 Charity registration number 1120787

Two of the five new SHOCC funded classrooms SHOCC at St Jude’s Primary school, Mto Wa Mbu, Tanzania

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The Trustees present their report together with the accounts for the charity for the year ending 31[st] December 2020. This report has been prepared in accordance with the requirements of the Statement of Recommended Practice (FRS102) on ‘Accounting and Reporting by Charities’, and the Update Bulletin as have the accounts which have been drawn up on the accounting policies set out in Note 1 of the Financial Statements.

Trustees

Mrs Elizabeth Byrne Hill (Secretary) Dr Kevin Cook (Chair) Mrs Valerie Cunningham Dr Caroline Healy Mr Michael Murnane Ms Sally-Ann Richards Ms Eva Papadopoulou (Appointed 21.10.2020) Mrs Lauren Siva (Appointed 02.12.2020)

Principal Office

St Mary’s University, Strawberry Hill, TWICKENHAM. Middlesex. TW1 4SX 020 8240 4000

https://www.stmarys.ac.uk/strawberry-hill-overseas-community-concern/shocc.aspx

Bankers

Lloyds Bank plc, PO BOX 1000, BX1 1LT

Charitable Objects

Following discussions at meetings during 2019 and 2020, the Charitable Objects of the charity were amended and agreed by the Trustees at their meeting on 30th June 2020. They were accepted by the Charity Commission on 7[th] July 2020. The Objects now read:

To advance in life and relieve the needs of the poorest and most vulnerable individuals in the UK and overseas by:

Background and approach

Strawberry Hill Overseas and Community Concern (SHOCC) is a UK charity working with poor and vulnerable individuals in the Twickenham area and overseas. The charity was founded in September 2007, replacing its predecessor Strawberry Hill Overseas Concern (SHOC).

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SHOCC is a relatively small charity working with trusted partners; individuals and communities that have demonstrated need and have clear goals. We support projects financially and provide appropriate tailored advice and encouragement. Our projects illustrate what Paul Vallely has recently (2021) termed reciprocal philanthropy where we have an ongoing relationship with our partners, treat them with respect and have a two-way, empathetic approach, aiming for projects quickly to become self-sustainable. We have very few administrative costs and 99% of every donated pound goes to our projects.

Projects that might receive financial support are submitted for consideration to the Trustees. Such projects need to have a link with the university such as through a Trustee, member of staff, student or alumni. Trustees seek funds to meet these needs by making bids to funding bodies and seeking financial support from individuals. Trustees are also responsible for placing the work and success of the charity in the public domain. They do this through a newsletter, maintaining the charity web site and by using social media such as Facebook, Instagram and other means. While SHOCC often provides the main funding contributions, our projects typically feature contributions from the beneficiary communities themselves.

Since 1971 staff and students have committed themselves to a period of work overseas or have worked on a voluntary basis with local disadvantaged groups. Since 2018, the charity has organised an annual volunteering programme funded through a Catenian legacy. This enables one or more students to work for a short period at one of our overseas projects.

An examination of projects funded since 2008 has shown that SHOCC has provided nearly £600,000 for 43 different projects in locations as far apart as Twickenham, Guatemala, South Sudan and Tanzania. Four fifths of our funding has been provided for education related projects with the remainder given for health and humanitarian relief such as responding to Covid-19 pandemic demands. [See Table 1 below for details].

Table 1 Projects funded 2008-2020

Projects School
construction		 Pupil
fees		 Health
related		 School
farms		 School
equipment		 Humanitarian
assistance eg
Covid related		 Staff/student
bursaries		 Totals
Amount
donated		 £338,751 £97,873 £64,621 £30,345 £24,987 £21,869 £8,417 £586,863
Percentage 57.7% 16.7% 11.0% 5.2% 4.3% 3.7% 1.4% 100
Number
of
projects		 12 5 8 3 5 5 5 43

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Achievements and performance

During 2020 SHOCC received £73,631 to support the work of 13 partners and projects in the local area and the Global South. As in past years, costs were kept to the minimum and 96% of our income went directly to projects.

The total funds received during the year were almost the same as in 2019 [see Figure 1 below for details of individual project funding]. Most of this funding was what the Charity Commission terms ‘restricted funds’ in that they were donated for specific projects such as the £15,750 and £15,225 donated for the construction of classrooms at Kisaki Secondary school and St Jude’s primary school, both in Tanzania. SHOCC organised six campaigns during the year to raise funds to support our projects, both locally and overseas, in a time of Covid. The Covid pandemic meant that we had to postpone our highly successful volunteer programme. As Table 2 shows, we continued to support our longstanding projects in Guatemala, Uganda and Tanzania whilst adding new projects in Richmond, South Sudan, Tanzania, Zambia and Zimbabwe.

Table 2. Projects funded in 2020 with sources and uses made of funding

Project Amount
provided		 Where the funding came
from		 What our funding achieved
Outspan Schools
Uganda		 £8,950 Northamptonshire parents
and SHOCCgeneral funds		 Education of 40 pupils at the two Outspan
primaryand secondaryschools..
Santa Maria Hospice,
Coatepeque,
Guatemala		 £7,662 Regular donors through
our Just Giving site and
private donations		 Leadership diploma for women with HIV.
Annual running costs of hospice. Covid 19
appeal. Fees for hospice worker to attend
universityagronomycourse.
St Jude’s primary
school Mto Wa Mbu
Tanzania		 £15,225 Donations made through
our Just Giving site and
private donations		 New classroom, books and stationery for
school, fees for orphans and seminarian.
Christ the King infant
school South Sudan		 £1,500 Leatherhead Catholic
Churchparishioners		 Towards costs of constructing first classroom
at new school.
St Paul’s primary
school Marigat,Kenya		 £1,650 Private donations Fees for two orphan pupils and food during
the Covidpandemic
Kisaki secondary
school Tanzania		 £15,750 Brian Murtagh Charitable
Trust, Erica Leonard Trust,
anonymous donor		 Continuation of construction of new school.
Orkilili School
Tanzania		 £2,937 Campaign donations made
through Just Givingsite		 Food and equipment during Covid pandemic
Family, Moshi,
Tanzania		 £1,773 Anonymous donations House completion and school fees for orphan
Kasubi School,
Kampala,Uganda		 £1,176 Covid 19 Just Giving
campaign		 Food for teachers during covid pandemic
Kabwe School,Zambia £250 Anonymous donor School books for orphan
University alumnus,
Harare,Zimbabwe		 £560 Anonymous donors Hospital fees for cancer operation
Vineyard Food bank,
Richmond		 £1,000 Covid 19 Just Giving
campaign		 Provide food parcels for homeless during
covidpandemic
React,Twickenham £500 General donations Support for disabled children

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Our income of £73,631 came from a variety of sources with individual donations totalling £18,809, including excellent returns from the Sponsored Walk, the Lent Jam jar collection and the sale of Christmas cards. Our Just Giving site raised £26,867 and we received £22,570 from Trusts. Give as you Earn brought in a further £669 and HMRC provided us with a further £4,216 in tax refunds.

Figure 1

A major exercise carried out during 2020 examined our financial situation over the period 2008-2020 and looked at our sources of income. It made use of an industry classification of donors as shown in Table 3 below. The information is being used by the Trustees to revise our Fundraising strategy. The results show that our Just Giving campaigns and one-off donations provide most of our funds followed by single donations of above £5,000 and donations from Trusts. Funding sources that we hope to develop further are corporates and Give as you Earn within the university.

Table 3 Sources of funding 2008-2020

Just Giving
Campaign
donations
inc.
Outspan
One off
donations		 One off
large
donations
>£5000		 Trusts Legacies Corporates HMRC
Tax
rebates		 Committed
monthly
giving inc.
GAYE		 Sales Total
£274,231 £130,511 £96,427 £73,708 £48,406 £38,703 £28,639 £14,989 £4,921 £710,535
38.6% 18.4% 13.6% 10.4% 6.8% 5.4% 4.0% 2.1% 0.7% 100%

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Our Stories of Change exercise

A second major exercise during 2020 sought to provide Stories of Change for each of our projects over the period 2008-2020. This involved providing a project brief, project background and analysing the inputs, activities, outputs, outcomes and impacts for every project. As SHOCC is run by volunteers, it was not felt appropriate to make use of the Social Return on Investment (SROI) approach to the measurement of impact. Instead, we prefer to obtain photographic evidence and anecdotes from beneficiaries about how SHOCC’s activities have affected them. This has proved to be a very valuable exercise and will be incorporated into all future project planning. An example for our project at Outspan, Kampala Uganda is shown below.

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A snapshot of some of our current projects

Outspan school, Kampala, Uganda

Founded in 1995 by scout leaders, Dismas Otoori and Tom Ngobi, Outspan has grown to become a 500 pupil nursery and primary school located in the shanty town of Bwaise in the suburbs of Kampala, Uganda. SHOCC became the project’s UK official charity in 2011 and acts as a conduit for the £375 per year donated by over 40 parents, schools, scout groups and well-wishers living in Northamptonshire. Over £100,000 has been raised for the school since it linked with SHOCC in 2011 enabling the school to

A science lesson using IT equipment purchased with funds provided by Northampton parents and supporter groups

construct new classrooms and improve facilities as well as support the education of over 40 orphans. It has also purchased land nearby for much needed sports facilities. A linked 200-pupil secondary school, Outspan College, located at Kayunga, some 70 miles north of Kampala, enables pupils to continue their education after primary.

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Kisaki Girls’ Secondary School, near Singida Tanzania

Towards the end of 2020, work began on the construction of the first four classrooms of the girls’ secondary school a few miles outside Singida in central Tanzania. No longer is the site “ a featureless site of sand, rock and blackened scrub; no trees, no water, no electricity… and no people ” as depicted by Trustee Elizabeth Byrne Hill following a visit in 2019. During 2020 we sent £10,000 donated by the Brian Murtagh Charitable Trust and the Erica Leonard Trust and this enabled construction work to continue. Further funding is promised for 2021 and more classrooms and toilets will be constructed. It is hoped that the school will take is first students in January 2022.

Sister Schola, Project Manager, visits the new four classroom block with another Assumption Sister.

Orkilili Secondary School, near Moshi, Tanzania

SHOCC continues to support Orkilili and during 2020 provided funding to help the school during the Covid pandemic. With pupils unable to attend classes, the payment of school fees ceased and when conditions improved allowing pupils to return, face masks, sanitisers and other protective equipment had to be provided.

Students are photographed with Mama Yohana Mcha, the School Principal, outside the Cornwall Catering Block, kindly funded by a private donor.

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Santa Maria Hospice, Pajapita, Guatemala

SHOCC has been involved with the 18 bed Santa Maria HIV/AIDS Hospice (named after St Mary’s University) since its opening in March 2004. Over the past 17 years it has grown to include a five-acre farm with fish tank, 800 chickens and a large garden producing fruit, vegetables, herbs and medicinal plants, for the hospice and for sale in local markets. It is well known in the local community with its shop and courses in reflexology and yoga. Since its opening, SHOCC has provided nearly £60,000 in funding.

Maria Guadelupe, one of the women involved in the kitchen gardens project, waters her newly sown plants

SHOCC supported two new projects in 2020 both based at the Hospice. The first involved taking the lessons learned from the eco-farm out to neighbouring families suffering with HIV. 200 families are now involved in developing kitchen gardens and some of the poorest are also having their homes renovated. The agricultural technical workers from the hospice eco-farm provide onsite education for the care of the seedlings showing the women how to water the plants and how to establish a viable, living compost heap. The technicians also provide supervision and follow-up support and Sister Dee organizes training workshops and coordinates the project.

The second SHOCC funded project is a Leadership Diploma for women with HIV. This is an ambitious project that aims to provide women with the skills and confidence to act as leaders in their communities providing legal and support for their disadvantaged neighbours. The women attend classes at the Hospice and receive certificates on graduation. The course gives them the confidence to take issues to the local courts

St Jude Thaddeus School Mto Wa Mbu

Thanks to a grant of £6,687 received from the Jephcott Trust and other donations, we were able to send Fr Peter, the Parish priest and project Manager, a further £10,000 to continue work on the classroom project at the new primary school. SHOCC has now been involved in raising over £50,000 and five classrooms are in use and the school has grown to nearly 200 pupils.

The new classroom at Mto Wa Mbu, Tanzania nears completion with the roofing being added

9

Christ the King Infant School South Sudan

Work begins on the new three classroom block at Christ the King kindergarten school in South Sudan. This is SHOCC’s first project in this young country and we hope to continue the link in the future.

Thanks to the generosity of a past student, we have been able to send Sister Jacinto, headteacher at Christ the King school, Tombura-Yambio in South Sudan funding to start a new kindergarten school. The pupils currently meet in the open under trees and netting and the classes have to cease when it rains and the floors become waterlogged. The donation of £40,000 has enabled us to work with Fr Morris, the local Project Manager, on a contract and three new classrooms will be completed in 2021. A further £7,500 donation has been promised to furnish the new classrooms.

Our Covid-19 campaigns

2020 has been a challenging year for many of our project partners. Our Schools in Tanzania and Uganda were closed and teachers were not paid. In Guatemala, families that relied on selling produce at local markets suffered when all markets were closed. In our local area the number of families relying on food banks increased dramatically. In each of these cases, SHOCC was able to provide some support in the form of funding. We ran several campaigns entitled ‘Compassion for the Families of Pajapita’ or Compassion for the Outspan teachers’ and the response was excellent. In a matter of weeks, we had raised nearly £10,000 for these causes. We were particularly pleased to be able to help our local foodbank at the Richmond Vineyard Project and they used the funds to provide food for local needy.

Sister Dee prepares food parcels for distribution to HIV families in Pajapita

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Plans for the future

The main objectives set for the year 2021 are:

Projects with funding targets

Structure, governance and management

SHOCC was founded in September 2007 and has been governed as a Charity since that date. It replaced the existing charity, Strawberry Hill Overseas Concern (SHOC) founded in 1971. It took the opportunity when becoming a charity, to widen its remit to take in local as well as international projects. It revised its Charitable Objects in 2020 seeking to focus more closely on education.

Trustees

Trustees are selected by the existing Trustees in accordance with our Trust Deed and according to the skills and experience required for the charity to function well. New Trustees are inducted into their roles under the guidance of the existing Trustees and with the help of the relevant publications of the Charity Commission. As well as becoming familiar with the charity's objects, values, mission and ways of working, Trustees are encouraged to visit projects whenever possible to see at first hand the work of the charity.

During the year to 31st December 2020, SHOCC had seven trustees. In 2016 we accepted ex-Trustee David Leen’s kind offer to act as independent examiner, to review our annual accounts. We welcomed two new trustees from the local

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community with skills in digital communications. We continue to be grateful to the university’s chaplaincy, who provide us with considerable support.

During 2020 it was necessary to hold online meetings because of Covid pandemic restrictions and these took place using Teams and Zoom. These were held to confirm the Annual Report, to review the work of the charity, to agree forward plans and budgets and to determine other matters of general policy.

The operation of the charity

Strawberry Hill Overseas and Community Concern (SHOCC) currently does not make use of office space and has no overheads of this kind. Its management is in the hands of the Chair of Trustees.

Trustees and the supporter group, operating from the university, make a wide range of valuable contributions. Regular donations are received from annual events such as chapel collections, from sponsored events and from individual donations through Give as you Earn or to the charity’s Just Giving sites on the web. Contributions to the charity’s work are also received from past students.

Public benefit

In exercising their powers and duties, the Trustees have due regard for the guidance on public benefit published by the Charity Commission. The charity's activities give rise to identifiable public benefits, both in the UK and overseas.

Strawberry Hill Overseas and Community Concern’s focus is on education for the disadvantaged in its local community and overseas. For them, the benefits are clear. Providing sums of money for classroom construction or for the building of an HIV/AIDS hospice can be the starting point for wider development. Wherever possible, we encourage the local community to help meet the costs of projects as this gives them ownership and helps to make the projects sustainable. Their contribution often takes the form of providing the labour required to carry out construction work. Our funds can never meet all the costs of a school and input from the local community during and after construction is essential. As an example, we have asked parents and parishioners at St Jude’s Primary school at Mto Wa Mbu School, Tanzania to provide 10% of the overall costs of classroom construction.

Risk management

As a grant-awarding charity, the main area of risk is the extent of our commitments in relation to the funding of our projects. The charity seeks to limit commitments to a level which can be met out of funds available to it. Funds cannot be provided unless they are available and projects are made aware of the time it may take to meet a commitment in full given that SHOCC is a relatively small charity.

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All projects must have a distinct and recognizable link with the university and funding is not provided for applications that do not meet this criterion. For large projects such as that at Kisaki or Tambura-Yambio, a local project manager is appointed and a contract negotiated between SHOCC, the project and the contractor. Three quotations are usually required for projects of this size and a separate bank account is mandatory. SHOCC agrees a timetable for the work and regular tranches of funding are only delivered on the successful completion of stages of the work. A proportion of the funding (usually 5%) is retained and is only paid to the contractor six months after the completion of the project subject to it being signed off at this time.

In assessing individual projects, the Trustees consider the following aspects of each proposal for funding:

The risks inherent in each project are assessed. In particular, the following aspects are considered:

Financial review

The annual accounts show a total income for the financial year ending 31st December 2020 of £73,631 (2019 £73,389). The total expenditure by the charity on its project programmes was £61,713 (2019 £90,116). The charity had no project support or governance costs and spent a minimal amount on fundraising. The majority of expenditure went to school building projects in Kenya and Tanzania, for the Santa Maria hospice in Guatemala and to providing fees for children at a school in Uganda. A small amount was provided for local Twickenham needs. Details of some of these projects are provided elsewhere in this report.

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The financial performance of the charity is monitored against agreed budgets, with the trustees receiving regular statements of Income, expenditure and reserves held.

The level of reserves is kept under regular review. The Trustees have agreed to keep this figure as low as possible as the charity has no overheads, wishing to distribute its income to projects as quickly as possible. Nevertheless, on no account can the charity be allowed to manage a negative overall budget and projects are only supported when funds are available.

Reference is made in the financial statement to those funds received for specific projects (restricted funds). These are held for the purposes agreed with the donors and are expended to the relevant programmes. In the accounts for 2020 restricted funds accounted for 94.8% of total income; a small increase from the 93.8% in 2019. Cash reserves at 31[st] December 2020 were £16,961 (2019 £5,042)

I declare, in my capacity as a Trustee, that the Trustees have approved this report and have authorised me to sign it on their behalf.

Signed Kevin L Cook Full name DR KEVIN LAURENCE COOK

Position Chair of Trustees Date 11[th] October 2021

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STRAWBERRY HILL OVERSEAS AND COMMUNITY CONC

1120787

Receipts and payments accounts

CC16a

For the period Period start date Period end date To from 01.01.2020 31.12.2020

Section A Receipts and payments Section A Receipts and payments
A1 Receipts Unrestricted
funds
to the nearest
£
-
-
580
669
57
1,306
-
-
-
1,306
-
1,168
-
-
-
1,168
-
-
-
1,168
138
-
4
142		 Restricted
funds
to the nearest £
26,867
1,000
17,729
22,570
-
4,159
72,325
-
-
-
72,325
1,500
57,433
-
562
1,050
-
-
-
60,545
-
-
-
60,545
11,780
-
5,039
16,819		 Endowment
funds
to the nearest £		 Total funds
to the nearest £
-
26,867
1,000
17,729
22,570
-
580
669
4,216
-
73,631
-
-
-
73,631
1,500
57,433
-
562
1,050
1,168
-
-
-
61,713
-
-
-
61,713

11,918		 Last year
to the nearest £
Legacies -
-
-
-
-
-
-
-
-		 - 260
Donations - Justgiving 26,867 25,147
Donations CAF 1,000 1,000
Donations - Other 17,729 26,729
Fund raising- Trusts - 22,570 12,400
Fund raising- Corporates - - -
Fund raising- Other 580 580 30
GAYE 669 669 703
HMRC Tax rebate 57 4,216 7,120
- -
Sub total(Gross income for
AR)		 1,306 73,631 73,389
A2 Asset and investment sales,
(see table).
- -
-
-		 -
- - -
Sub total - - -
Total receipts
A3 Payments
- 73,631 73,389
Grants - UK -
-
-
-
-
-
-
-
-
-		 1,500 -
Grants - Overseas 57,433 87,828
Bursaries - 100
Just Givingcharges 562 562
Bank charges - 1,050 905
Other charges 1,168 1,168 721
- - -
- - -
- - -
**Sub total ** 1,168 61,713 90,116
A4 Asset and investment
purchases, (see table)
- -
-
-		 -
- -
**Sub total ** - - -
Total payments
Net of receipts/(payments)
A5 Transfers between funds
A6 Cash funds last year end
Cash funds this year end
- 61,713 90,116
138 11,780 -
11,918		 - 16,727
- - -
-		 - -
4 5,039 5,043 21,769
142 16,819 - 16,961 5,042

CCXX R1 accounts (SS)

14/10/2021

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Section B Statement of assets and liabilities at the end of the period

Categories
Signed by one or two trustees on
behalf of all the trustees
B1 Cash funds
B2 Other monetary assets
B4 Assets retained for the
charity’s own use
B5 Liabilities
B3 Investment assets		 Signature
Kevin L Cook
Details
Details
Current account as per bank statement
Savings account as per bank statement
Details
Details
Total cash funds
(agree balances with receipts and payments
account(s))
Details		 Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
142
16,819
-
-
142
16,819
OK
OK
Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
-
-
-
-
-
-
-
-
-
-
-
-
Fund to which
asset belongs
Cost (optional)
-
-
-
-
-
Fund to which
asset belongs
Cost (optional)
-
-
-
-
-
-
-
-
-
Fund to which
liability relates
Amount due
(optional)
-
-
-
-
-
Print Name
KEVIN L COOK		 Endowment
funds
to nearest £
-
-
-
-
OK
Endowment
funds
to nearest £
-
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
-
-
-
-
When due
(optional)
Date of
approval
Kevin L Cook KEVIN L COOK 011.10.2021

CCXX R2 accounts (SS)

14/10/2021

2

CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Roport to the truste8sI members of Strawberry Hill Overseas and Community Concern On accounts for the year ended Charity no (if any) 31 De￿mber 2020 1120787 Set out on pagas I report to the trustees on my examination ofthe accounts of the above charity 1.the Trust") for the year ended 3111212020. Responsibilities and As the charity trustees of the Trust, you are responsible for the preparation basis of report of the accounts in accordance with the requirements of the Charities Aot 2011 (°the Act"). I report in respect of my examination of the Trust's accounts carried oul under section 145 of the 2011 Act and in ¢arrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 14515)(bl of the Act. I have Completed my examination. I confim thal no material matters have come to my attention other than that disclosed below in connection with the examination which gives me cause lo 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 wilh the a¢Gounting records Independent examiner's statement 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 aGcounts to be reached. Signed: Date: 10 October 2021 Name: D Leen Bsc FCA Relevant professlonal qualificationls) or body (if any): Fellow of the Institute of Chartered Accountants of England and Wales Address: 77 Link Lane Wallington Surrey 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). IER October 2018

Give here brief details of any items that the examiner wishes to disclose. My review included 100% vouching of the award.payments to third party documentation: to the UK bank transfer documentation and to further supporting documentatlon such as receipts or reports from beneficiaries. I would note that 43% of the awards made by the charity were paid to individuals connected with the beneficiaries rather than organisations, notably on two major beneficiary projects 1st Judes in Tanzania and the Santa Maria Hospice in Guatemalal. Going forward the charity will seek to make payments to these two major beneficiaries to organisational bank accounts. D Leen, October 2021 IER October 2018