Trustses. Annual Report for the perlod Period stsrt d P•rMyJ ond date JdfAItsIK' From To Section A Reference and adniinistration deta',Is Charlty nam• Bokamo80 Educatlon Trust Other names charlty [8 known by Regl•tered charjty number (rf any) 1149316 Charfty'8 prfnclpal addr C¢)oper8 Bottom, Cooper4 Lane. Dedham, Colchester, E88ex C07 6AX Nam88 of the charfty tnt who managè th• charlty Offl Ilfwvi Dat•B actod If notforwhde N*m• of pwvon lof l>ody) •nUU•d t trte9 Man Trustee body Trustee body Trustee body Sean Steyn Samantha Risoty Cralg Davld Newsam Rbely Grant Web•ter Tracey Appolnted 2110812012 Appolntod 07102rI018 Appolntod 0610312017 Appolnt•d ZIMof2015 Appolntsd 09103r2021 Trustee body Tritstee body Paula Webstsr Rlchard Alan Klrft Robert Patrfck Burroughs Jarred Vock Appoint•d 0gll)312021 Appolntod 2110812012 Appoint•d 0910312021 Trustse body Triistee body Trustee body Appolntod 09m12021 Tnts0 body 10 11 12 13 14 15 16 17 18 19 Narn of th? trustees forth• charlty, If any, (for exampl•. any eu8todlan truste85) Name Dates acted If not lor v•hol• aar TAR
Names and addre•w of advJ8er8 (Optional Infomiatk)n) of •dvlBer Nam• Addr•ss Name of chi•f execuuve or names of sonlor staff m•mbers (Opknal Infonnatlon) Section B Structure, overnance and mana ement Dascrlptlon of the ¢harfty8 trusts Type of govemlng documwit the chadty Is cxrtttuted Trust Truslee selecaion rnathods Ne•• tntyte•• chowi by domocratic vote of a majorfty of existing trustees. Addftlonal governan Issues (Optlonal Inforniatlofi) All new In glvan CC3A charfty tnistso: whaV8 Involved You may choose to Include addluonal Infomiation. where felevant. aboirt.. The Bokam080 Educatlon Trust works ¢lo•ely wlth a separ tTU•t In South Afr1 Th18 South Afrlcan trust •harg8 tho same nama and purpose. policies and procedures adopted for the inductlon and tralnlng of trustees,. the charitys organisational structure and any wider Jthrk with which the d7arty The South Alrfc•n tnt Is respon•lblo for execullon of thè Bokamoso Educatlon Tru prlmary obJe¢llv•. The major rlsk to the TM8t ts the loss of donors whlch leaves trust unable to support bonoficlarles for ciwnmlknert perfod. Mltlgated ty annual commltm8n( wlth reserves in advance of commilrnenL . relationshlp wlth related parties; trustees, consideratEon of major and the system and procedures to manage Furth•mior•, th• Tru8t hu forgod a $trMg and endurfng relallon8hlp with the South Afrlcan TN8t whlch Is reglst•red as a Publlc Benefit Organlsatlon (PBOI Such organlsatlon was estsbllshed In 2008 and Is focussed on provldlng flnanclal and mentor support for the edu¢atlon of undorpr5vlleged chlldren In South Afrlu. The UK Trust pays the SA trust a Iwnp sum In arvear8 for the oducatlon of partlcular bon8ficlarle8 a8 wo11 a8 certaln agreed admlnltratlve oxp•ndltur0. The UK Tiu8t Is rollant on the reports and execullve team d the SA ba6•d trust In rolatlon to the: Communlcatlons wlth the UK tru8t as wall a8 the uftlmate TAR
benefi¢tary and I1118 thor¢of,. Flnanclal compllance wlth obJethe8 of tho Trust fortho proper allocatlon of funds recefved fn)m the UK Tnt Co<•rdlnallon andm•ntorfng of th• b•neficlarfes of t Tnmt In mttlgallon of the above: l. Tho two trusts hav• $lgn•d a s•rvlc• levd agre¢nt settlng out the reportlng, demonstratlve and other servlces lo b• provlded beiween the tru8ts; 11. The SA trust's flnanclal ststements have to be submltted to the SARS tsx exemptlon untt each year lor r•vlew as PBO and 1$ currenty voluntarlly reglsterlng as a nonrofit organlsauon whlch roquire8 further contlnuous government overslght on Such enty's financlal •tatements and •pendlng In accordance Ythh Its obJectlv¢: 111. The SA trust has generated and adoptsd polky dUments In relatlon to, amongst other thlng8: Rl8k fflanagent Regular Flnanclal revlew and reserves assessment for Current bonenclarfes Regular donor er081on management and rnvlew CRM systems and communlcallon Channels Safeguaydlng vulnerable beneficlarles Regular communlcatlon Ylth beneficlarles and famlllos Rèkitlonshlp and channels of communlcatlon wlth schools Relatlonshlpsi assessment and revlew of montors and Servlce provlders Complalnts handling Communlcatlon channèls for complalnts Procedureg for complalnts handllng and rfght ol representatlon and revlow Chlld Inddent rep8 and m¥napMht Section C Ob ectives and activities The prlnclple objectlve of tho Trust Is to facllltate the edu¢atlon and development of dl8advantayd chlldren In south Afrlca, through the flnandal support of thelr educatlon. The benefidarl89 of the Tnt are both chlldron frnm lopr socio- economk background8 who may otheN18e be excluded from a proper educatlon, and tha quallfylng Instltuilons who provlded educatlon seNlce8. Quallfylng Institutlons afo: a) Any school or hlgher educatlon Institullon (as defin¢d by the South Afrfcan School Act of1996, and the HhOr educatk)n Act of 1997. prOvId that these Institutlons pmmote the educatlon andlor development of under-prlvileged chlldren; and b) any nonrofft Instltutlon havlng 8lmllar ob. es to th• tnML Summary of the objects ofthe charlty $Ot out In Its governing docthn•nt TAR DOnI 2023
Provision of xhool fo. books. sCh(K clothe8, extra1088on andlor transport tolfrom sch¢>ol Sumfflary ofthg maln a¢tlvltlos undertaken for the publlc benefit In relatlon to the8e objects {Includo wlthln th15 sectlon the statutory declaratlon that trustees have had regard to the guldance Issuod by the Chartty Commlsslon on publlc bengllt) Addltlonal d8talls ol objocllvw and actlvhles (Opiional Inforniatlon) All trust funds are r•talnod In an UK bank a¢counl You may choose to include furthw statements. whwe relevant. about: poIKy on grantmaklng" pollcy pmgramme related ¢ontribuUon made by voluntee[& TAR
Section D Achievements and perforniance Th• trust •upported tho educatlon co•ts of 10 chlldr•n durfng 2023. Summary of the maln achlevements of the charlty durlng th• y•ar TAR
Section E Financial review Tho chartty l• In sound financlal posltlon. It only makes an aTrnual commltment to support a number of Identlned chlldren durlng the y•ar. Bokamoso holds sufflclent reserves for at lea•t a yeaV• commllmert In advance of maklng that ¢¢yrnI1MenL Brief •tatornent of the charlty's pollcy on re•oM8 At 31 Dec•mber 2023 Bokamoso held U71.288.39 In ass on #s balance sheèl wlth resarves of £116,199.44 and holdlng Rlng Fenced Funds of £55 (18U6. Detslls of any funds matartalty In deficlt Furthor flnandal dotalls (Optlonal Inlorniatlon) Monthly donallons from Indlvlduah. Donallons from fund•ral•lng nts, Covporate donatlon$. You may choo9• to irKlud& addftional infomiation, vthere relevant about: the charity's prinapal Sour( of fund8 (hudIng any furKlraising)' expOlIre has of the tharity: invesbngnt poliw and objectives induding any ethical investment pollcy adopted. Section F Other optional information Section G Declaration The truste declare that they havo approved the trusteo8' report alKI¥ Slgned on behdl of the eharlty'8 trustees 8lgn•tur•(s) Full name16) Posltlon (eg Secretaryj Chalr. et¢) TAR ceanber 1723
I CHARITY COMMISSION | FOR ENGiANO AND WALES qIIL Recei and pa ents accounts CC16a To 01-Jts23 314)9 Section A Receipts aiid payineiits lunds T¥>l funds La%ty•w A1 14 18,970 14 18J70 Just CAF 10 GiftAd Crn ub tola1(Gr& KKome for AR) 44S41 A2 A55•t and Inv••lm•rrt sal•s. 1g•e table). Sub tot rotelrnets 44641 A3P# 11 017 617 n8 Sub to 30,187 $7JM 111 A4 tnNwtrn•rt ur¢has • t4bl• Sub total 30.187 37.99¢ e8.181 Net olr•celpWfp•ynJ•nts) AS Tr4nshws b•tw••n fundo A6 fAsh lund8 E8tyMw •nd 14174 101.825 1111•9 93.082 1•4W7 171,288 CCXX R1 •mnl•1861 2611V2024
Sectioii B Stateineiit of assets aiid liabilities at the eiid of the period Caloge$ t• 81 Cash fvnds Total Cash funds 111199 Xl($11 Endovmnl funds Details Fwnét•whl•h Cwr•Tht¥du• Dttslls Fmnd Detsils B4 Ass•ts r•tsln•d ft•r th• Qharltys wn us• Ootsils lbi BS U•blllt1•5 omd byor¥) tru8l•w on b•h¥W of JI th• InMteJ S¥nalurn Ptht Nw Dats of •lJT klp•w CAqzrt CCXX R2 I¢nts ISS) 2&110r2024
Trustses. Annual Report for the perlod Period stsrt d P•rMyJ ond date JdfAItsIK' From To Section A Reference and adniinistration deta',Is Charlty nam• Bokamo80 Educatlon Trust Other names charlty [8 known by Regl•tered charjty number (rf any) 1149316 Charfty'8 prfnclpal addr C¢)oper8 Bottom, Cooper4 Lane. Dedham, Colchester, E88ex C07 6AX Nam88 of the charfty tnt who managè th• charlty Offl Ilfwvi Dat•B actod If notforwhde N*m• of pwvon lof l>ody) •nUU•d t trte9 Man Trustee body Trustee body Trustee body Sean Steyn Samantha Risoty Cralg Davld Newsam Rbely Grant Web•ter Tracey Appolnted 2110812012 Appolntod 07102rI018 Appolntod 0610312017 Appolnt•d ZIMof2015 Appolntsd 09103r2021 Trustee body Tritstee body Paula Webstsr Rlchard Alan Klrft Robert Patrfck Burroughs Jarred Vock Appoint•d 0gll)312021 Appolntod 2110812012 Appoint•d 0910312021 Trustse body Triistee body Trustee body Appolntod 09m12021 Tnts0 body 10 11 12 13 14 15 16 17 18 19 Narn of th? trustees forth• charlty, If any, (for exampl•. any eu8todlan truste85) Name Dates acted If not lor v•hol• aar TAR
Names and addre•w of advJ8er8 (Optional Infomiatk)n) of •dvlBer Nam• Addr•ss Name of chi•f execuuve or names of sonlor staff m•mbers (Opknal Infonnatlon) Section B Structure, overnance and mana ement Dascrlptlon of the ¢harfty8 trusts Type of govemlng documwit the chadty Is cxrtttuted Trust Truslee selecaion rnathods Ne•• tntyte•• chowi by domocratic vote of a majorfty of existing trustees. Addftlonal governan Issues (Optlonal Inforniatlofi) All new In glvan CC3A charfty tnistso: whaV8 Involved You may choose to Include addluonal Infomiation. where felevant. aboirt.. The Bokam080 Educatlon Trust works ¢lo•ely wlth a separ tTU•t In South Afr1 Th18 South Afrlcan trust •harg8 tho same nama and purpose. policies and procedures adopted for the inductlon and tralnlng of trustees,. the charitys organisational structure and any wider Jthrk with which the d7arty The South Alrfc•n tnt Is respon•lblo for execullon of thè Bokamoso Educatlon Tru prlmary obJe¢llv•. The major rlsk to the TM8t ts the loss of donors whlch leaves trust unable to support bonoficlarles for ciwnmlknert perfod. Mltlgated ty annual commltm8n( wlth reserves in advance of commilrnenL . relationshlp wlth related parties; trustees, consideratEon of major and the system and procedures to manage Furth•mior•, th• Tru8t hu forgod a $trMg and endurfng relallon8hlp with the South Afrlcan TN8t whlch Is reglst•red as a Publlc Benefit Organlsatlon (PBOI Such organlsatlon was estsbllshed In 2008 and Is focussed on provldlng flnanclal and mentor support for the edu¢atlon of undorpr5vlleged chlldren In South Afrlu. The UK Trust pays the SA trust a Iwnp sum In arvear8 for the oducatlon of partlcular bon8ficlarle8 a8 wo11 a8 certaln agreed admlnltratlve oxp•ndltur0. The UK Tiu8t Is rollant on the reports and execullve team d the SA ba6•d trust In rolatlon to the: Communlcatlons wlth the UK tru8t as wall a8 the uftlmate TAR
benefi¢tary and I1118 thor¢of,. Flnanclal compllance wlth obJethe8 of tho Trust fortho proper allocatlon of funds recefved fn)m the UK Tnt Co<•rdlnallon andm•ntorfng of th• b•neficlarfes of t Tnmt In mttlgallon of the above: l. Tho two trusts hav• $lgn•d a s•rvlc• levd agre¢nt settlng out the reportlng, demonstratlve and other servlces lo b• provlded beiween the tru8ts; 11. The SA trust's flnanclal ststements have to be submltted to the SARS tsx exemptlon untt each year lor r•vlew as PBO and 1$ currenty voluntarlly reglsterlng as a nonrofit organlsauon whlch roquire8 further contlnuous government overslght on Such enty's financlal •tatements and •pendlng In accordance Ythh Its obJectlv¢: 111. The SA trust has generated and adoptsd polky dUments In relatlon to, amongst other thlng8: Rl8k fflanagent Regular Flnanclal revlew and reserves assessment for Current bonenclarfes Regular donor er081on management and rnvlew CRM systems and communlcallon Channels Safeguaydlng vulnerable beneficlarles Regular communlcatlon Ylth beneficlarles and famlllos Rèkitlonshlp and channels of communlcatlon wlth schools Relatlonshlpsi assessment and revlew of montors and Servlce provlders Complalnts handling Communlcatlon channèls for complalnts Procedureg for complalnts handllng and rfght ol representatlon and revlow Chlld Inddent rep8 and m¥napMht Section C Ob ectives and activities The prlnclple objectlve of tho Trust Is to facllltate the edu¢atlon and development of dl8advantayd chlldren In south Afrlca, through the flnandal support of thelr educatlon. The benefidarl89 of the Tnt are both chlldron frnm lopr socio- economk background8 who may otheN18e be excluded from a proper educatlon, and tha quallfylng Instltuilons who provlded educatlon seNlce8. Quallfylng Institutlons afo: a) Any school or hlgher educatlon Institullon (as defin¢d by the South Afrfcan School Act of1996, and the HhOr educatk)n Act of 1997. prOvId that these Institutlons pmmote the educatlon andlor development of under-prlvileged chlldren; and b) any nonrofft Instltutlon havlng 8lmllar ob. es to th• tnML Summary of the objects ofthe charlty $Ot out In Its governing docthn•nt TAR DOnI 2023
Provision of xhool fo. books. sCh(K clothe8, extra1088on andlor transport tolfrom sch¢>ol Sumfflary ofthg maln a¢tlvltlos undertaken for the publlc benefit In relatlon to the8e objects {Includo wlthln th15 sectlon the statutory declaratlon that trustees have had regard to the guldance Issuod by the Chartty Commlsslon on publlc bengllt) Addltlonal d8talls ol objocllvw and actlvhles (Opiional Inforniatlon) All trust funds are r•talnod In an UK bank a¢counl You may choose to include furthw statements. whwe relevant. about: poIKy on grantmaklng" pollcy pmgramme related ¢ontribuUon made by voluntee[& TAR
Section D Achievements and perforniance Th• trust •upported tho educatlon co•ts of 10 chlldr•n durfng 2023. Summary of the maln achlevements of the charlty durlng th• y•ar TAR
Section E Financial review Tho chartty l• In sound financlal posltlon. It only makes an aTrnual commltment to support a number of Identlned chlldren durlng the y•ar. Bokamoso holds sufflclent reserves for at lea•t a yeaV• commllmert In advance of maklng that ¢¢yrnI1MenL Brief •tatornent of the charlty's pollcy on re•oM8 At 31 Dec•mber 2023 Bokamoso held U71.288.39 In ass on #s balance sheèl wlth resarves of £116,199.44 and holdlng Rlng Fenced Funds of £55 (18U6. Detslls of any funds matartalty In deficlt Furthor flnandal dotalls (Optlonal Inlorniatlon) Monthly donallons from Indlvlduah. Donallons from fund•ral•lng nts, Covporate donatlon$. You may choo9• to irKlud& addftional infomiation, vthere relevant about: the charity's prinapal Sour( of fund8 (hudIng any furKlraising)' expOlIre has of the tharity: invesbngnt poliw and objectives induding any ethical investment pollcy adopted. Section F Other optional information Section G Declaration The truste declare that they havo approved the trusteo8' report alKI¥ Slgned on behdl of the eharlty'8 trustees 8lgn•tur•(s) Full name16) Posltlon (eg Secretaryj Chalr. et¢) TAR ceanber 1723