OpenCharities

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2023-03-31-accounts

cription of thecharity's trust s
Type of governingdocument
":
TrustDeed
,
Howthe charityis constituted ehanty
Trustee selectionmethods Members oftheReligious SocietyofFriends(Quakers).Expertise.

Additionalgovernance issues ( Optional information)
You maychoosetoinclude
additional information,where
relevant, about:
opoliciesandprocedures
Trustees are inducted by receiving acomprehensivepackageofmaterials
includingthe trusts govemingdocumentandpolicies.Trusteesare
offeredregularinformation fromtheManagingTrusteeeitherwhenhe has
beentravellingin MyanmarorfromstaffinMyanmar.Eachtrustee
meeting is proceeded byafilmand talk coveringthe currentsituation.
adopted fortheinduction and
training of trustees;
TheTrustcurrentlyworks:f .in Myanmarwith the phoenix Academy for
othe charity'sorganisational
structure and anywider
networkwith which the charity
works;
LearningandMotivation(PALM)(formerly HopeforShining Stars
(H$SS)), a non-profitacademyproviding educationto childienand young
peoplefrom severely deprivedbackgrounds, and2.in Thailand with
various migrant learning centreswhichprovideeducationtothechildrenof
refugee families.
crelationshipwith anyrelated
parties;
TheManaging Trustee liaiseswithPALM toestablish theprogramme
ctrustees' consideration of
major risks andthesystem
and procedurestomanage
priorities andfinancialneeds andtrusteesagreean annual budgetbased
onthis.The charityworksinformally withother internationalnon-
governmental organisations.
them. Weassesstherisks ofworkingin Myanmaron aregularbasis.The
volatility ofthepolitical situationcanleadto suspicion of independent
educationalinstitutes.Bywayof addressingthis risk,PALM(asH4ss
before) has aclearpolicy of non-involvement in politics.
Trustees confirm that atthepresent timethe charityhassufficient
reservesto supportH4ssin Myanmarfor atleastanotheryearandis

20Lidget
Keighley
BD227HH
B Disclosure
Section A Receiptsand Section A Receiptsand
Unrestricted
funds
Restricted
funds
Endowment
funds
Totalfunds Last year
to thenearest€ tothenearest€ to the nearest€ tothenearestf to the nearestf
A
Grantsfrom trusts 42,114 42,114 44,600
Donations from Quaker Meetings
rersonaldonations
1,853
17,291
1,853
't7.291
't,391
19,257
3ift Aid 4,680
Sanklnterest f15 115 36
Jther donaiion 5,000
Subtotal(Gross incomefor
AR) 19,258 42,114 61,373 74,964
A2 Asset andinvestmentsales,
i---l
ffi
Total receipts 19,258 '114 61,373 I---t6?1
3,064 1,335
36 25
482
62,622 77,622 55,323
62,622 81,205 56,683
A4 Asset andinvestment
purchases,(seetable)
H
A5
46
Totalpayments
Netofreceipts/(payments)
Transfersbetweenfunds
Gashfunds lastyear end
18,582
67(
45,918
20,50t
53,774
19,832
99,688
81,205
t-Er#]
l-E7;il
ffif
81/or1
Cashfundsthis yearend 46,594 33,262 79,856 I gg,seal

SectionBStatementof assets andliabilitiesatt he end of th e period
Unrestricted Restricted Endowment
Categories Details funds
tonearest€
funds
tonearestt
funds
tonearestf
B{CashfundsThe charity Lloyds Bank 4,924
retains10months operating costs
in reservetoensure continuity ofall
projects.
Ll"f.Br.L
ChantyBa,*
64,669
10,263
Total cashfunds 79,856
(agree balanceswithreceipts and payments
account(s))
AgfeementErrof
Unrestricted
AgreementErrorOK
Restricted
Endowment
funds funds funds
Details tonearest € tonearestf tonearestt
82Other monetary assets
Held by projects inSEAsia 8,088
Cash held pending transfer 15,000
Details Fund to which Cost (optional) Current value
83lnvestment assets
Details Fund to which Cost (optional) Current value
84Assetsretainedforthe
charity's ownuse

20Lidget
Keighley
BD227HH
B Disclosure
Section A Receiptsand Section A Receiptsand
Unrestricted
funds
Restricted
funds
Endowment
funds
Totalfunds Last year
to thenearest€ tothenearest€ to the nearest€ tothenearestf to the nearestf
A
Grantsfrom trusts 42,114 42,114 44,600
Donations from Quaker Meetings
rersonaldonations
1,853
17,291
1,853
't7.291
't,391
19,257
3ift Aid 4,680
Sanklnterest f15 115 36
Jther donaiion 5,000
Subtotal(Gross incomefor
AR) 19,258 42,114 61,373 74,964
A2 Asset andinvestmentsales,
i---l
ffi
Total receipts 19,258 '114 61,373 I---t6?1
3,064 1,335
36 25
482
62,622 77,622 55,323
62,622 81,205 56,683
A4 Asset andinvestment
purchases,(seetable)
H
A5
46
Totalpayments
Netofreceipts/(payments)
Transfersbetweenfunds
Gashfunds lastyear end
18,582
67(
45,918
20,50t
53,774
19,832
99,688
81,205
t-Er#]
l-E7;il
ffif
81/or1
Cashfundsthis yearend 46,594 33,262 79,856 I gg,seal

SectionBStatementof assets andliabilitiesatt he end of th e period
Unrestricted Restricted Endowment
Categories Details funds
tonearest€
funds
tonearestt
funds
tonearestf
B{CashfundsThe charity Lloyds Bank 4,924
retains10months operating costs
in reservetoensure continuity ofall
projects.
Ll"f.Br.L
ChantyBa,*
64,669
10,263
Total cashfunds 79,856
(agree balanceswithreceipts and payments
account(s))
AgfeementErrof
Unrestricted
AgreementErrorOK
Restricted
Endowment
funds funds funds
Details tonearest € tonearestf tonearestt
82Other monetary assets
Held by projects inSEAsia 8,088
Cash held pending transfer 15,000
Details Fund to which Cost (optional) Current value
83lnvestment assets
Details Fund to which Cost (optional) Current value
84Assetsretainedforthe
charity's ownuse