CHARITY COMMISSION
FOR ENGLAND AND WALES
Trustees. Annual Report for the period
From
01 August 2019 To 31 December 2020
Charfty name: Bokamo80 Educatlon Trust
Charlty reg5stration nuM￿r. 1149316
Objectlves and Actlvitlos
Summary of the PLrrposes ol
the charity as set out in its
govèming document
Parn 1.17
THE PRINCIPLE OBJECTIVE OF THE
TRUST IS TO FACIUTATE THE
EDUCATION AND DEVELOPMENT OF
DISADVANTAGED CHILDREN IN SOLrrH
AFRICA THROUGH THE FINANCIAL
SUPPORT OF THEIR EDUCATION. THE
BENEFICIARIES OF TtrtE TRUST ARE
BOTH CHILDREN FROM LOWER SOCI(
ECONOMIC BACKGROUNDS WHO MAY
OTHERWISE BE EXCLUDED FROM A
PROPER EDUCATION. AND THE
QUALIPIING INSTITUTIONS WHO
PROVIDE EDUCATION SERVICES.
QUALIFYING INSTITUTIONS ARE: A)
ANY SCHOOL OR HIGHER EDUCATION
INSTITUTION IAS DEFINED BY THE
SOUTH AFRICAN SCHOOL ACT OF
1996, AND THE HIGHER EDUCATION
ACT OF 1997). PROVIDED THAT THESE
INSTITUTIONS PROMOTE THE
EDUCATION ANDIOR DEVELOPMENT
OF UNDER-PRIVILEGED CHILDREN;
AND B} ANY NON-PROFIT INSTITLMON
HAVING SIMILAR OBJECTIVES TO THE
TRUST.
Provlsion of school foes, books. school
clothes. extra lessons, andlor transport
tolfrom school
Summary ofthe main
activities in ￿tatiOn to those
purposes for the public
b￿￿fil. in particular, the
aCtiVit￿s, projects or
S8￿c8S identified in the
accounls.
statemenl confimiing
whether the trustees have
had regard to the guidance
issued by thè Charfty
Commrsslon on public
beneffit
Para 1.17 ¥rfJ
1.19
Para 1.18
Trust•83 hav• had r6gard to tho
guldance Issuèd by Ihè Charity
Comml8•ion on public b6ngfft
Addltlonal Infomiation (optlonal)
You may choose to indude further statements whère relevant about..

SORPref8r8nc
NIA
Parn 1.38
Pollcy on grant maklng
NIA
PBra 1.38
Policy on social inveslmenl
induding program relaled
investment
NIA
Para 1.38
Contribution made by
volunl88rs
Achlevements and Performance
SORP rèf6rent*
Slnce August 2012. the trust has
8UPPOrted the education costs for a
number of dlsadvanlagèd Chlldren In
South Afrl¢a.
Summary ofthe main
achievements of the charity,
klentrfying the difference the
charity's work has made to
th8 clrcumstanc8s of Its
ben&fiaaries and any wider
benefrts to society Ss a
whole.
ro1.20
Without Bokamoso's support these
childron are unllkoly to have received an
oducatlon of tho quallty that they hav•
recelved
AddlU¢Jnal Informatlon (opllonall
You ma choose to indude further stslement8 where relevant abo￿..
Athievements against
objectives set
Parn 1A1
Para 1.41

Perfornance of fvndraising
activilies against objeclives
set
Investment perforniance
against obj'ectrves
P*a 1.41
Other

Flnanclal Revl•w
Review of the charity's
financi81 position at the erKI
of the period
Para 1.21
The charlty Is In sound flnanclal
posltlon. It only makos an annual
commitment to support a number of
Identified children during the year.
Bokamoso holds sufflclont r￿erVeS for
at I￿1 a yoar's ¢ommltm•nt, In
advance of rnakln
that ¢ommhment.
The charlty Is In sound financial
position. It onty makos an annual
| commitment to support a number of
Id6ntlfi•d children during thg yaar.
Bokam050 hold5 sufflclent re3grves for
at least 8 year's commilment, In
advance of rnakln that commitm8nt.
At 31 D•c•mbor 2020 Bokamoso held
1 £112,233.24 in assets on118 balance
shee( wlth reservo$ of £92332.24
NA
Slat8ment éxplaining the
policy for holding reserves
stating why they are held
Para 122
Amount of reserves hekl
Para 122
Reasons for hokllng zero
reserves
Details of fund materially in
deficit
Explanation of any
uncertainties about the
tharity continuing as a 9)ing
concem
Para 1
Para 124
Parw 1.23
NA
Addltional information (Qptlonal)
You ma choose to include further statements where relevant abouL'
Monthly donatlons from individuals.
Donatlons from fun&raising events.
Corporate donations
The charivs prinapal
sources of funds {induding
any fundraising)
Para 1.47
All assots aro hold In a UK bank account
Investment policy and
objectives Indudlng any
social inv8stment policy
adopted
Para 1.46
1) Thfr major rlsk to the Trust Is thfr
loss of donors whl¢h l•aves trust
unable to support bengflciarlgs
for commitment period. Mitigatsd
by annual commilmont, with
rwrves In advanco of
commitment
A description of the priniipal
risks facing the challty
Para 1.46
2) Furthernioro, tho Trust ha8 fwged
strong and enduring
relatlonship with the South
Afrlcan Trusl whl¢h1g reglstered
a8 a Publlc Benefft Organlsatlon
(PBO). Such organisation was
e8tabli3hed In 2008 and Is

focussod on provlding flnanclal
arbd montor support for the
oducation of undèrprlvll•ged
chlldren in Johannosburg and
Cape Town. South Afrlca.
The UK Trust pays tho SA trust a
lump 8um in arrears for the
gducation of particular
b•nèflciarle$ as wo11 as certain
agreed admlnlstratlva
expendlturo.
Tho UK Trusl Is reliant on the
reports and ex•cutive tsam of tho
SA based trust in relation to the:
Communications with the UK
trust as well as the ultimate
benefl¢lary and famllles
thereof;
Financial compllanco with
objectivos of the Trust for the
propw allocatlon of funds
receivgd from the UK Trust
Ctrordlnation and montorfng
of the beneficiaries of the
Trust
In mltigation of the above-
The two trusts ha￿ slgned a
servicelovel agreemont
sotting out the reportlng.
demonstratlve and other
servl¢os to be provldod
botween the trusts,.
The SA trust's financial
stst•rnents havo to be
submlttod to the SARS tax
exemptlon unlt each ￿ar for
r•view as a PBO and is
currèntly voluntsrlly
règlsterlng as a non-profrt
oryanisation which requires
further conlinuous
govemment oversight on such
gntlty's financial Statements
and spendlng Sn ac¢¢)rdance
wlth Its objectlve:
The verlfication of the Trust
benefi¢larios as Black Persix
as classified withln tho
B8EE Codes is undertaken by
KPMG or such ¢)thor
authorfsed ￿rIflCatl0n agènts
Tho SA trust has genoratsd
and adopted pollcy
documents in relatlon to,
amongst other thlngs:
Risk n￿na9&MOnt
Regular Flnanclal review
and ros•rves assessment
for current beneficiarl•$
iv.

Regular donor eroslon
managom•nt and rovlew
CRM systems and
¢ommunicatlon chanMIs
Safeguarding vulnerable
noficlarlos
Regular communication
wlth benoficiaries and
famllles
Relationshlp and channo18
ol communlcatSon wlth
schools
Rolatlonshlps.
assessment and r•vlow of
mentors and saThl¢e
provlders
Complalnts handllng
Communlcation channels
for complaints
Procedures for ¢omplalnts
handling and rlght of
represenlatlon arml revlow
Chlld Incldent reportlng
and mana em•nt
Oth8r

Structure. Governance and Management
Descrfption of charfty's
trusts:
Type of goveming document
PaA 1.25
How 15 th8 charity
constituted?
lidiated
Parn 1.25
Unlncorporated associatlon
Trustee sèlection melhc¥J5
including details of any
constitutional provisBJns e.g.
6ledit)n to post or name of
any person or tody entlt
lo appoint one or more
trustees
Parn 125
New tru8t••s cho8en by democrntle
vot• of a malorlty of exlstlng tru8tè•s.
Addltlonal Informallon {optlonal)
You ma Choose to include further ststements where relevant about:
All nèw trust•es given CC3A charity
tru8ts•". whavs Involved
Policies and protsdures
adopted for the induction
and training of truslees
1.51
The Bokamoso Educatlon Trust works
closely wlth a separate trusl in South
Afrlca. This South African trust shares
the samo nam• and purpo8•.
The charity's organisational
structure and any wider
network wlth which the
charity works
Paro 1.51
The South African t￿￿tI8 responsible
for oxècution of tho Bokam080
Educatlon Trust
rima
NA
RelationshSp with any
related parties
P8rn 1.51
Oth8r
Reference and Admlnistrative details
Cha
name
Other name Ihe chari
uses
ist8red charit number
Charlvs principal address
Bokamoso Educatton Trust
1149316
Cooper5 Bottom,
Coopers Lane,
Dedham
Essex
C07 6AX

Names of thè charlty Irusto•s who manago tho charlty
Date• acted If not forwhol•
TN¥ts• nam•
Offl¢e (If any)
mg of pgrjon lor body) •ntitlgd
oint trust•0
lo
Sean Steyn
Samantha Risely
CraNJ David
N&wsam Rlsely
Grant Webster
ApFc4nted 2110812012
ApFdnted 0710212018
ApFointed 0610312017
Trustee body
Trustee body
Trustee body
Appk)inted 2711012015
ApFointed 0910312021
Apwlnted 0910312021
ApFM)inted 2110812012
Appointed 09103r2021
Trustee body
Trustee body
Trustee body
Trustee body
Trusteé b¢xIy
Tra￿Y Douthwaite
Paula Webster
Richard Alan Kirk
Robert Patrid(
Burrough5
Jarred Vock
Appointed 0910312021
Trustee body
10
11
12
13
14
15
16
17
18
19
20
orate tTUStè8s- names of the dlrectors al the date the re
Dlrector name
ortwasa
rov8d
NA
Name of trusteés holdlng lille lo property belonging to the charity
namg
D#t•6 aCt•d If noi for whol•
NA

Funds held as custodlan truste•$ on behalf of others
Description of the assets
held in this capacity
Name and objects of the
charity on whose b&half the
assets are held and how this
falls wlthin the (yjstodian
hanvs Ob￿Cts
NA
D&tai15 of aTrangemonts for
safe custody and
segregation of such assets
from the charitls own
assets
Addltlonal Information (optlonal)
Names and addrosses of advisers (Optional inforn)atlon)
Type of
Name
Address
advisor
Namo of chlof 0x•CUti￿ or names of senior staff m8mbors Iopuonal Informatlon>
Exemptions from dlsclosure
Reason for non-disch)sure of ke
grsor¢nel detalls
Other o
tional information

Declarations
Th? trustgas doclarn that thoy havo approv￿ th• trust•es' report abov•.
Slgned on behalf of thg ¢harity'S
stsos
Slgnaturnls)
Full n￿n•(s)
Position (eg Secrotary.
Chalr. etc)
01
IOZI

CHARITY COMMISSION
FOR ENGLAND AND WALES
Boksmoso Education Trusl
11493f6
Receipts and payments accounts
F¢x tho pftrfod
CC16a
Poriod 4t8rt date
01-Au
?eriod erf dale
31-W20
Section A Receipts and payments
Unr*¥trict•d
lund8
Restri¢t•d
funds
ttyth• r*Thl £ t• th• ￿•r￿tE
Endowm•nt
funrls
Total funds
Last year
t•the n¥rwt£
Al R•celpts
tothv nw••t£
rp)ratfr o￿al¢￿ts
Just Gv
Inial￿d￿l-
10.$00
30,000
1.122
64073
1.122
Sub total(Grth8s income for
AR)
A2 A8S•t and Inwstmen¢ s*•
1509 labl•l.
Sub to
Yo￿r•e•l￿tS
4oAoo
A3 Payment8
8ubKriptson
Lin¢oTh &Swrey
16$
11,3
Pawwtc
31.92
Sub total
A4 A•••t and InyTstm•nt
PU￿h￿t$. t•bf•)
Sub tot•1
N•t of rec•lptsJ(payments)
AS Trnn¥f•r8 fund¥
A8 Cash lund• lut y•ar •nd
19JOI
. a£££
69,251
112,233
19.901
¢CXXR1 aCCOLtntsissi

Section B Statement of assets and liabilities at the end of the period
Restrlthd
fund¥
to nthwMt£
Endowm•nt
fund*
to n•mtt
¢otegorle5
Detsils
funds
to n••r••t
1C￿hfv
YJ2
Tot•1 ¢•sh funds
i))
Unr••trlct•d
R•strl¢t•d
fvnd•
to ￿*￿1£
Endowm•nt
funds
ton•Jrwl£
Detslls
CurMntTAIu•
Detslls
•••t b•lon
Fund lowhl¢h
•wl ￿on
Dei8lls
C(•tlopdM¥I
Curr•ntv4lu•
B4 Assets r•tslnod for lh•
ch•rWs own
Wh•n
Detall$
B5 Uabllltl•#
Z•4•
Svdr*d by ¢xeor ￿ trusts88 on
t4half ofall truthBts
Dole of
Ix
ZOZI
CCXX P2 •cwunts tss)

34 Ripley Gardens London SW14 8HF 28 September 2021 

Dear Sir/Madam, 

## **Independent examiner’s report to the Trustees of Bokamoso Education Trust** 

I report to the trustees on my examination of the accounts of the Bokamoso Education Trust (the Trust) for the year ended 31 December 2020. 

## **Responsibilities and basis of report** 

As the charity trustees of the Trust, 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 examination 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 Act. 

## **Independent examiner’s statement** 

I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect: 

1. Accounting records were not kept in respect of the Trust, as required by section 130 of the Act; or 

2. The accounts do not accord with those records. 

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to ensure a proper understanding of the accounts to be reached. 


## Richard Hill CA(SA) 

Chartered Accountant and member of the South African Institute of Chartered Accountants 

