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2022-12-31-accounts

STRAWBERRY HILL OVERSEAS AND COMMUNITY CONCERN Annual Report of the Trustees For the year ending 31st December 2022 Charity Registration Number 1120787

Children in their new classroom at Christ the King School Tambura-Yambio, South Sudan

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The Trustees are pleased to present their report together with the accounts for the charity for the year ending 31[st] December 2022. The 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 Bulletins, 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 Dr Mary Mihovilovic Ms Sally-Ann Richards Mrs Lauren Siva Dr Helen Thouless

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 upon by the Trustees at a 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 the official charity of St Mary’s University, Twickenham, London. It is a UK charity working with poor and vulnerable

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individuals in the Twickenham area and overseas. The charity was founded in September 2007 and replaced its predecessor Strawberry Hill Overseas Concern (SHOC) which began in 1971.

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 (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. Projects put forward 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, by maintaining the charity website, by using social media such as Facebook, Instagram and other means. While SHOCC often provides the main funding contributions, its 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 organized an annual volunteering programme funded through a Catenian bursary. This enables 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 £917,351 for 59 projects in locations as far apart as Twickenham, Guatemala, South Sudan, and Tanzania. In keeping with our Charitable Objects, four-fifths of our funding has been provided for education-related projects with most of 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 2008-2022

Projects School
constructi
on		 Pupil
fees		 Health-
related		 Schoo
l
farms		 School
equipme
nt		 Humanitar
ian
assistance
eg Covid		 Staf/
student
bursaries		 Totals

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related
Amount
donated		 £540,340 £155,5
23		 £135,4
60		 £30,3
45		 £27,740 £19,525 £8,418 £917,3
51
Percenta
ge		 58.9% 17.0% 14.8% 3.3% 3.0% 2.1 0.9% 100
Projects
assisted		 13 4 9 5 8 14 6 59

Note: Some projects were assisted in more than one way.

Achievements and performance

In 2022 SHOCC received £159,582 to support the work of our partners in the local area and the Global South. As a result, taking into account our underspend in 2012, we were able to provide £170,887 in funding for 12 projects. As in past years, costs were kept to the minimum and 97% of our income went directly to projects.

The total funds received during the year were considerably above previous years. [see Figure 1]. Most of this funding was what the Charity Commission terms ‘restricted funds’ in that they were donated for specific projects such as the £36,068 for the construction of classrooms at Kisaki secondary school; the £43,375 for Christ the King Kindergarten school in South Sudan and the £30,269 to support orphan pupils at Outspan Schools in Uganda. The Covid pandemic meant that we had to postpone our highly successful volunteer programme but hope to resume it in 2023. As Table 2 shows, we continued to support projects in Guatemala, Kenya, Richmond, South Sudan, Uganda, and Tanzania.

Table 2. Projects funded in 2022 with sources and uses made of the funding

funding
Project Amoun
t		 Funding source What our funding achieved
Christ the King
Infant School
South Sudan		 £43,375 St Mary’s University
alumnus.
Parish of Efngham and
Great Bookham. Standing
order.		 Construction of classrooms at
kindergarten school and
providing furnishing.
Kisaki secondary
school Tanzania		 £36,068 Brian Murtagh Trust Construction of the new school.
Roofng the new science
laboratories.
Outspan Schools
Uganda		 £30,269 Northamptonshire parents
and SHOCC general funds		 Education of 30 pupils at the
Outspan primary and secondary
schools.
Santa Maria
Hospice,
Coatepeque,
Guatemala		 £26,620 Regular donors through
our Just Giving site and
private donations.		 Renovation of facilities at the
hospice and training of women
with HIV to become paralegals.
Dee’s Bees campaign funded 50
newbeehives
StJude’sPrimary £23,097 Donationsmadethrough Newclassroom, books, and

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School Mto Wa
Mbu Tanzania		 our Just Giving site and
anonymous donations		 stationery for school, painting
school bus, and fees for
orphans. Pupil Christmas party.
Kitchen equipment. New dining
hallconstruction
Orkilili School
Tanzania		 £3,058 Campaign donations made
throughJustGiving site		 Food and equipment post- Covid
St Paul’s Primary
School Marigat,
Kenya		 £1,363 Anonymous donation Fees for an orphan pupil
studying at secondary school
Vineyard £1,150 Christmas campaign for
localdisadvantaged		 Support for the local food bank
SPEAR
Twickenham		 £1,500 Christmas campaign for
local disadvantaged		 To help meet the needs of the
disadvantaged living in
Richmond
Afghanistan
Refugees		 £1,150 Christmas campaign for
local disadvantaged		 To help meet the needs of
Afghan refugees living in the
Richmond area
Family living in
Moshi,Tanzania		 £796 Anonymous donations House completion and school
feesfororphan
Kasubi School
Uganda		 £400 Donations through Just
Giving site		 To help meet costs of teachers
post-Covid

Our income of £159,582 came from a variety of sources with individual small donations (<£5,000) totalling £11,699, including excellent returns from the Sponsored Walk and the sale of Christmas cards. Our Just Giving site raised £25,978 and we received £34,603 from Trusts. HMRC provided us with a further £12,551 in tax refunds. Major donors (>£5,000) provided £52,980. For the overall picture of income and expenditure since 2008, see Figure 1 below.

Figur

----- Start of picture text -----
Income and Expenditure 2008-2022
180000
160000
140000
120000
100000
80000
60000
40000
20000
0
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Series1 Series2
----- End of picture text -----

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We continued the major exercise carried out during 2020 and 2021 that examined our financial situation since we became a registered charity in 2008. We used an industry classification of donors as shown in Table 3 below. The results show that our Just Giving campaigns and one-off donations provide over half of our funds followed by single donations of above £5,000, Corporations, and Trusts. Funding sources that we hope to develop further are Legacies and Give as you Earn.

Table 3 Sources of funding 2008-2022

Just Givin
Campaig
donation		 g
n
s
One-of
donation		 s
One-of
large
donation
>£5000		 s
Corporate		 sTrusts Legacie sHMRC
Tax
rebates		 Committe
monthly
giving inc.
GAYE		 d

Sales		 Total 4
£321,90 6£248,797 £127,73 0£38,702 £97,46 9£75,78 9£44,30 9£6,732 £5,910 £967,34
33.3% 25.7% 13.2% 4.0% 10.1% 7.8% 4.6% 0.7% 0.6% 100%

Our Stories of Change exercise

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We continued to develop and update our Stories of Change for each of the projects funded over the period 2008-2022. This involved providing a project brief and background and analysing the inputs, activities, outputs, outcomes, and impacts for each project. 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 projects. This has proved to be a very valuable exercise. We have added each Story of Change for both current and completed projects to our website. An example of the Story of Change for the completed St. Marie Eugenie Girls’ Secondary School at Moshi, Tanzania project is shown below.

Stories and case studies, with descriptions and anecdotes from beneficiaries

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The project managers of some of our current projects

SHOCC is a small charity working with partners we trust. Our projects are initiated by our partners and when we recognise the need for a project, we will support it financially and provide advice and encouragement. As a result, our projects illustrate what Paul Vallely (2020) calls ‘reciprocal philanthropy’ where we have an ongoing relationship with our partners, treat them with respect and have a two-way, empathetic approach; helping them to help themselves.

Four individuals responsible for some of our major projects ensure that our funding is used wisely and carefully.

----- Start of picture text -----
Sister Dee Smith Mama Yohana Mcha Sister Maria Schola
Fr Peter Kway
Hospicio Santa Maria Orkilili Secondary school Kisaki Girls’ School
St Jude Academy
----- End of picture text -----

Snapshots of some of our current projects

Santa Maria Hospice, Pajapita, Guatemala

The team inspects one of the Dee’s bee hives ensuring the health of th

In 2022 SHOCC ran a campaign to raise £2,500 to enable Maryknoll Sister Dee Smith to purchase 50 new bee hives ready for the 2023 season that lasts from January to June. We exceeded our target and the hives were bought and installed. Dee now has around 80 active hives each with its queen and bees.

The first honey harvest of the season was taken on January 18[th] 2023 yielding 22.5 litres of excellent honey worth, when sold, around £570. Dee estimated that, with three more harvests to be taken, the honey could bring around £2,500 for the hospice.

At the end of 2021 we received an excellent professionally produced video outlining the work of Sister Dee at Hospicio Santa

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Maria. It was produced for the Maryknoll Thanksgiving campaign 2021 and can be viewed by clicking on the link - - https://www.maryknollsisters.org/featured stories/thanksgiving - appeal 2021/

Kisaki Girls’ Secondary School, near Singida Tanzania

The science laboratories without their The roofed laboratories in December roof in June 2022. One of the three fish 2021. Since then, the walls have been ponds at the school can be seen in the plastered and doors and windows have f d b fitt d

SHOCC trustee Dr Kevin Cook visited Kisaki in 2022 and was able to see at first hand, the tremendous amount of progress that had taken place on the construction of the girls’ school since his previous visit. He was informed by Sister Schola that she urgently needed around £7,500 to provide a roof for the science laboratories and that the work had to be completed before the rains began.

SHOCC agreed to provide the funding and organised a concert to be held on St Cecilia’s Day, 22[nd] November. The concert was a great success and we were able to send Sister Schola £7,500 in early December. Luckily, the rains were late last year and the laboratory floor was not damaged.

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St Jude’s Primary Academy, Mto Wa Mbu, Tanzania

Christ the King Kindergarten and SHOCC has been involved with St Jude’s Academy since 2015 when scouts Primary from Cleveland constructed School, Tombura, the first two South Sudan classrooms. Since then, we have funded another five classrooms and seen pupil numbers increase from around 70 Several generous donations from a Simmarian to over 450. Results in the November 2022 Form 4 national alumnus have funded the construction of six examinations placed the school, third in the District. classrooms at Christ the King School in South In 2022 we started fundraising to construct a large dining Sudan. Pupil numbers have increased steadily hall next to the school kitchens. At the time of writing and and now stand at 529 of whom 55% are girls. h k f h l f d i

SHOCC has linked with the Parish of Great Bookham and Effingham near Guildford in Surrey

and they have provided £10,000 to furnish the classrooms. The Parish has also offered to fund the construction of a women’s refuge. This will provide much needed space for women who have

A class taking place in one of the new classrooms.

The Emmaus Project, Masaka, Uganda

SHOCC is working with Simmarian alumnus, Stephen Whelan, Director of the Emmaus project. This seeks to link schools in the Diocese of Clifton with 23 schools in Masaka District, Uganda. A considerable amount of work has been completed to identify water needs in the Ugandan schools and to determine the

A 20,000 litre ferro-concrete water tank will be constructed at St Jude’s, Masaka. It harvests water from the classroom roof.

b f i h d The Winchester-based charity, WaterHarvest, started by St. Mary’s University past member of staff, Dr Mary Grey and her husband Nicholas, has agreed to provide funding. A pilot school, St Jude’s Primary at Kayija, has been selected as it has no water facilities at all. It has to rely on an unreliable piped water supply or obtain water from a community pond about a kilometre from the school. Four 20,000 litre tanks will be constructed in 2023.

The Vineyard Community The Vineyard community Centre in Richmond was one of three local charities supported in 2022. The others were SPEAR and the Afghanistan and Central Asian Association. SHOCC worked with the Sisters of the Assumption to enable these organisations to help the 11 disadvantaged in our local area.

Plans for the future

The main objectives set for the year 2023 are:

Projects with funding targets

Structure, governance and management

SHOCC was founded in September 2007 and has been governed as a Registered Charity (number 1120787) 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.

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During the year to 31st December 2022, SHOCC had eight trustees. In 2016 we accepted exTrustee David Leen’s kind offer to act as independent examiner to review our annual accounts. We welcomed two new trustees from the local university with skills in the field of education. We continue to be grateful to the university’s chaplaincy, who provide us with considerable support.

During 2022 we continued to hold some of our meetings online 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 to provide 10% of the overall costs of classroom construction.

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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.

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 Christ the King, St Jude’s or Kisaki, 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 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:

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Financial review

The annual accounts show a total income for the financial year ending 31st December 2022 £159,582 (2020 £138,976). The total expenditure by the charity on its project programmes was £170,887 (2020 140,270). The charity had no project support or governance costs and had no fundraising costs. The majority of expenditure went to school building projects in South Sudan 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.

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, and wishes 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 2022 restricted funds accounted for 99.2% of total income; a small increase from the 95.6% in 2020. Cash reserves at 31[st] December 2022 were £4,357.48 (2021 £15,662)

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: 3[rd] October 2023

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STRAWBERRY HILL OVERSEAS AND COMMUNITY CON STRAWBERRY HILL OVERSEAS AND COMMUNITY CON STRAWBERRY HILL OVERSEAS AND COMMUNITY CON STRAWBERRY HILL OVERSEAS AND COMMUNITY CON STRAWBERRY HILL OVERSEAS AND COMMUNITY CON 1120787
C		 1120787
C		 1120787
C		 CC16a
For the period
from		 Period start date
01.01.2022		 To Period end date
31.12.2022
Section A Receipts and payments
A1 Receipts Unrestricted
funds
to the nearest
£		 Restricted
funds
to the nearest £		 Endowment
funds
to the nearest £
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-		 Total funds
to the nearest £
25,979
10,448
74,750
34,603
1,251
12,552		 Last year
to the nearest £
Legacies - -
Donations - Justgiving 25,979 - 25,979 19,198
Donations CAF - - -
Donations - Other 1,264 9,184 - 10,448 22,219
Major donors >£5000 74,750 74,750 52,980
Fund raising- Trusts - 34,603 - 34,603 7,896
Fund raising- Corporates - - 23,571
Fund raising- Other 1,251 - 1,251 989
GAYE 795
HMRC Tax rebate 12,552 12,552 7,207
Sub total(Gross income for
AR)		 1,264 158,319 - 159583 134,855
-
-
-
1,264
-
814
-
-
-
814
-
-
-
814
450
-
4
454		 -
-
-
158,319
3,450
165,047
-
562
1,015
-
-
-
170,074
-
-
-
170,074
- 11,755
-
15,662
3,907		 -
-
-
159,583
3,450
165,047
-
562
1,015
814
-
-
-
170,888
-
-
-
170,888
- 11,305
A2 Asset and investment sales,
(see table).
-
- -
Sub total - -
Total receipts
A3 Payments
134,855
Grants - UK 500
Grants - Overseas 136,106
Bursaries
Just Givingcharges 562
Bank charges - 770
Other charges 814 332
-
-
-
**Sub total ** 814 140,270
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
140,270
450 - 11,755 - - 11,305 - 5,415
- - - - -
4 15,662 - 15,666 21,769
454 3,907 - 4,361 16,354

CCXX R1 accounts (SS)

10/07/2023

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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
B5 Liabilities
B3 Investment assets
B2 Other monetary assets
B4 Assets retained for the
charity’s own use
B1 Cash funds		 Details
Details
Total cash funds
(agree balances with receipts and payments
account(s))
Current account as per bank statement
Savings account as per bank statement
Details
Details
Details
Signature
Kevin L Cook		 Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
450
3,907
4
-
-
454
3,907
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 10.07.2023

CCXX R2 accounts (SS)

10/07/2023

2

Srawberry Hill Overseas and Community Concern Independent examiner's report on the accounts CHARITY COMMISSION FOR ENGLAND AND WALES Section A Independent Examiner's Report Report to the trusteesl members of strawberry Hill Overseas and Community Concem On aG¢ounts for the year ended 31 December 2021 Charity no {rf any) 1120787 Set out on pages I report to the trustees on my examination of the accounts of the above charity {'the Trust.) for Ihe year ended 3111212021. Responsibilities and basis of report As thè charity's trustees, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 ('the Act"}. I report in respect of my 8xamination of the Trust's accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 145{5)(b) of the Acl. Independent I have completed my examination. I confim that no material matters have examinerfs statement come to my attention in connection with the examination which gives me cause to believe that in, any material respect.. the accounting records were not kept in accordance with section 130 of the Charities Act.. or the accounts did not a¢wrd with the a¢¢ounting records., or the aGwunts did not comply with the applicable requirements concerning the fom and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a 'true and fair. view which is not a matter considered as part of an independent examination. I have no concems and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached. Slgned: Date: 2119122 Name: D Leen Bsc FCA Relevant professional qualificationls) or body lif any): Fellow of the Institute of Chartered Accountants IER Oct 2018

Address: 77 Link Lane Wallinglon Surrey SM6 9DY Section B Disclosure Only cornplete if the examiner needs to highlight material matters of concern (see CC32, Independent examination of charity accounts.. directions and guidance for examiners). Give here brief detail$ of any items that the èxaminer wishes to disclose. None IER Oct 2018