The Pendsey Trust
Report of the Trustees
For the year ended 31 March 2021
Aims
The aims of the charity are:
-
To raise awareness of deprivation by diabetes for individuals living in poverty.
-
To alleviate deprivation by provision of access to educational opportunities with the aim of enabling these individuals to enter employment.
-
The provision of resources required by these individuals to enable their participation in such opportunities including access to medical care and treatment.
What the charity does:
-
Education/ training.
-
The advancement of health or saving of lives.
-
The prevention of relief of poverty.
-
Overseas aid/ famine relief.
Who the charity helps:
-
Children/ young people.
-
Other charities of voluntary bodies.
How the charity works:
-
Makes grants to organisations.
-
Provides advocacy/ advice/ information.
Public Benefit:
In setting objectives, planning for activities and delivering those activities, the trustees have had regard for, and given due consideration to, the general guidance published by the Charity Commission relating to public benefit.
The activities taken to benefit the public have been those of the provision of education and funding for medical care with the intention of the relief of poverty.
Activities
The activities undertaken during the period 2020/21 were delivered in conjunction with our local partner, DREAM Trust in Nagpur. DREAM Trust is registered as a charitable organisation in India (Registration Number E1413). Every year the accounts of DREAM Trust are audited by chartered accountants, and submitted to the Charity Commissioner and Income Tax Department in India. The Trust was formed in 1995 with the aim of offering complete care to those with Type 1 diabetes living in
poverty. The Trustees are confident that DREAM Trust’s aims are entirely in alignment with our own, and that they have an outstanding level of local knowledge and competency to enable them to delivery our own aims. Below are our key activities from this period.
Sponsor programme
The growth of our sponsor programme was significant, and we recorded 27 number of annual child sponsors, 1 sponsor paid in entirety, and 74 number of monthly sponsors, with a total 102. The funding provided by these sponsors is ring-fenced to be used by our local partner, DREAM Trust, to provide insulin and medical care for specific named children. These children are financially assessed and waitlisted in order of priority by the local clinic in India.
Educational scholarships
The charity remained committed to providing educational opportunities for the young people at the clinic during this period. This is with the intention of enabling these individuals to eventually enter employment which will allow them to afford their own medical costs. During the time period in question, we provided educational scholarships to young people to enable them to attend school, college, or further study. Young people who wished to receive a scholarship had to make an application in writing, and provide receipts to demonstrate that the funding had been made to a place of education.
Travel allowance
In order to ensure that individuals were not barred from undertaking educational opportunities by an inability to afford the cost of transport to their closest place of study, we provided travel allowance to four individuals during this time period.
Small business grants
For some young people at the clinic, the most effective way to ensure that they reach financial independence is to support them in establishing their own small business through our grant programme. The individuals must write a business plan, including researching suitable premises where needed and providing preliminary figures for the costs of items needed to start the business. They must also provide a portion of the money needed themselves, to a level deemed appropriate by DREAM Trust. If their application is approved, they are mentored by local businesspeople. We will also provide secondary grants if this is deemed necessary to ensure the success of the new business. During the time period, we granted business grants of this type. We also funded a sewing machine to enable one young woman to begin her business.
Emergency Aid
Where necessary, we will provide emergency funding to enable young people at the clinic to remain in good health or to assist with the many issues arising from the COVID19 pandemic.
Migration of Donation Page
We have had to once again migrate all of our sponsors and donation pages, on this occasion from Virgin Money Giving due to its closure to JustGiving. This has involved a significant amount of administrative work which the charity has dealt with efficiently. We are still working to ensure we have maintained sponsors following some sponsors not transferring to the new platform.
Other
The trustees have supported the ‘Determined Daddies’ and advertised for them where possible. They are a fundraising duo who have run 4599 miles in a year, the equivalent from their home in Kent to the clinic in Nagpur, for donations for the charity. The charity has had to postpone all large-scale fundraising events such as climbing the Yorkshire three peaks which was previously cancelled due to the current COVID19 crisis.
Future Plans
-
Having gone through a period of enormous growth as well as dealing with the problems arising from the COVID19 pandemic, the priority remains for the charity to stabilise and ensure that it remains aligned to its vision of sustainability.
-
There are no plans to grow the Sponsor Child programme and instead the focus will be on ensuring growth of funding for education and vocational training.
-
We will continue with our current activities, and plan to repeat the Frio project, although the format for this is currently unclear.
-
The trustees agree the charity website needs refreshing and updating and will target this over the coming year.
-
The trustees will seek to continue their progress in putting more robust structures in place for the management of the charity, including more regular meetings, policy documents, and reporting methods. Individual responsibilities have been established to ensure such changes occur efficiently. The aims include:
-
designing an audit process to ensure that payment is coming in from all individuals which has been used during the platform changeover;
-
identifying necessary policies, such as a potential 'partner agreement' of some kind, and once identified, organising these policies and adding these to the website;
-
to establish an appropriate automated notification system for sponsors regarding annual payment.
Structure, Governance and Management
The charity is a Charitable Incorporate Organisation (CIO) registered on 25th July 2014.
Recruitment and appointment of new Trustees
There are no new trustees but Chris Todd who was appointed in the previous set of accounts on 5 January 2020 has been an invaluable member of the trustee team.
Reference and Administrative Details
Registered Charity Number: 1158007
Registered Office: 48 Church Lane Bardsey Leeds, LS17 9DS
Trustees
L Todd nee Laycock, C Laycock, P Laycock, J Fox, C Todd
Accounts p r epared by Polly Laycock
Independent Examiner Michael Evans Michael Evans – Flat 608, William Beveridge House, 60 Vernon Road, London, E3 5GS
Charity Bank : TSB
Approved by Order of the Board of Trustees on 31 January 2022 and signed on their behalf by: Polly Laycock
Profit and loss account for The Pendsey Charity for the year ended 31 March 2021
| A1Charitable Donations Receipts | £ 32,858.19 |
|---|---|
| A1Charitable Donations to Partner Charity | (£ 33,854.00 ) |
| Gross income | £ - 995.81 |
| Administrative Expenses | £ 0 |
| A3Bank charges | (£ 75.00) |
| (£ 75.00) | |
| Retained at year end | £ -1,070.81 |
Notes:
A2 No Income was raised through the sale of assets held by the Pendsey Charity or any investments held by the Pendsey Charity
A3 All purchases have been for the sole purpose of raising funds for the Pendsey Charity and there has been no personal gain from the in the use of monies spent on behalf of the Pendsey Charity
A4 No purchases of investments, fixed assets, loans or loans repaid to an external funder were made by the Pendsey Charity during the course of the year
Balance Sheet for The Pendsey Charity for the year ended 31 March 2021
| Bank Balance | Dr | Cr |
|---|---|---|
| Cr B/fwd 31 March 2020 | £ 8,654.85 | |
| Retained at year end | £ 1,070.81 | |
| B1C/fwd 31 March 2021 | £ 7,584.04 |
Notes:
B2 There are no other monetary assets owned by the Pendsey Charity
B3 There are no other investment assets owned by the Pendsey Charity
B4 There are no assets retained for the sole use of the Pendsey Charity
B5 There are no liabilities owed by the Pendsey Charity
Balance Sheet for The Pendsey Charity for the year ended 31 March 2021
| Bank Balance | Debit | Credit |
|---|---|---|
| B/fwd 31 March 2020 | £ 8,654.85 |
Income in year £ 32,858.19 Expenses in year £ 33,854.00 B1 C/fwd 31 March 2021 £ 7,584.04
Notes:
B2 There are no other monetary assets owned by the Pendsey Charity
B3 There are no other investment assets owned by the Pendsey Charity B4 There are no assets retained for the sole use of the Pendsey Charity
B5 There are no liabilities owed by the Pendsey Charity
The Pendsey Trust
Report of the Trustees
For the year ended 31 March 2021
Aims
The aims of the charity are:
-
To raise awareness of deprivation by diabetes for individuals living in poverty.
-
To alleviate deprivation by provision of access to educational opportunities with the aim of enabling these individuals to enter employment.
-
The provision of resources required by these individuals to enable their participation in such opportunities including access to medical care and treatment.
What the charity does:
-
Education/ training.
-
The advancement of health or saving of lives.
-
The prevention of relief of poverty.
-
Overseas aid/ famine relief.
Who the charity helps:
-
Children/ young people.
-
Other charities of voluntary bodies.
How the charity works:
-
Makes grants to organisations.
-
Provides advocacy/ advice/ information.
Public Benefit:
In setting objectives, planning for activities and delivering those activities, the trustees have had regard for, and given due consideration to, the general guidance published by the Charity Commission relating to public benefit.
The activities taken to benefit the public have been those of the provision of education and funding for medical care with the intention of the relief of poverty.
Activities
The activities undertaken during the period 2020/21 were delivered in conjunction with our local partner, DREAM Trust in Nagpur. DREAM Trust is registered as a charitable organisation in India (Registration Number E1413). Every year the accounts of DREAM Trust are audited by chartered accountants, and submitted to the Charity Commissioner and Income Tax Department in India. The Trust was formed in 1995 with the aim of offering complete care to those with Type 1 diabetes living in
poverty. The Trustees are confident that DREAM Trust’s aims are entirely in alignment with our own, and that they have an outstanding level of local knowledge and competency to enable them to delivery our own aims. Below are our key activities from this period.
Sponsor programme
The growth of our sponsor programme was significant, and we recorded 27 number of annual child sponsors, 1 sponsor paid in entirety, and 74 number of monthly sponsors, with a total 102. The funding provided by these sponsors is ring-fenced to be used by our local partner, DREAM Trust, to provide insulin and medical care for specific named children. These children are financially assessed and waitlisted in order of priority by the local clinic in India.
Educational scholarships
The charity remained committed to providing educational opportunities for the young people at the clinic during this period. This is with the intention of enabling these individuals to eventually enter employment which will allow them to afford their own medical costs. During the time period in question, we provided educational scholarships to young people to enable them to attend school, college, or further study. Young people who wished to receive a scholarship had to make an application in writing, and provide receipts to demonstrate that the funding had been made to a place of education.
Travel allowance
In order to ensure that individuals were not barred from undertaking educational opportunities by an inability to afford the cost of transport to their closest place of study, we provided travel allowance to four individuals during this time period.
Small business grants
For some young people at the clinic, the most effective way to ensure that they reach financial independence is to support them in establishing their own small business through our grant programme. The individuals must write a business plan, including researching suitable premises where needed and providing preliminary figures for the costs of items needed to start the business. They must also provide a portion of the money needed themselves, to a level deemed appropriate by DREAM Trust. If their application is approved, they are mentored by local businesspeople. We will also provide secondary grants if this is deemed necessary to ensure the success of the new business. During the time period, we granted business grants of this type. We also funded a sewing machine to enable one young woman to begin her business.
Emergency Aid
Where necessary, we will provide emergency funding to enable young people at the clinic to remain in good health or to assist with the many issues arising from the COVID19 pandemic.
Migration of Donation Page
We have had to once again migrate all of our sponsors and donation pages, on this occasion from Virgin Money Giving due to its closure to JustGiving. This has involved a significant amount of administrative work which the charity has dealt with efficiently. We are still working to ensure we have maintained sponsors following some sponsors not transferring to the new platform.
Other
The trustees have supported the ‘Determined Daddies’ and advertised for them where possible. They are a fundraising duo who have run 4599 miles in a year, the equivalent from their home in Kent to the clinic in Nagpur, for donations for the charity. The charity has had to postpone all large-scale fundraising events such as climbing the Yorkshire three peaks which was previously cancelled due to the current COVID19 crisis.
Future Plans
-
Having gone through a period of enormous growth as well as dealing with the problems arising from the COVID19 pandemic, the priority remains for the charity to stabilise and ensure that it remains aligned to its vision of sustainability.
-
There are no plans to grow the Sponsor Child programme and instead the focus will be on ensuring growth of funding for education and vocational training.
-
We will continue with our current activities, and plan to repeat the Frio project, although the format for this is currently unclear.
-
The trustees agree the charity website needs refreshing and updating and will target this over the coming year.
-
The trustees will seek to continue their progress in putting more robust structures in place for the management of the charity, including more regular meetings, policy documents, and reporting methods. Individual responsibilities have been established to ensure such changes occur efficiently. The aims include:
-
designing an audit process to ensure that payment is coming in from all individuals which has been used during the platform changeover;
-
identifying necessary policies, such as a potential 'partner agreement' of some kind, and once identified, organising these policies and adding these to the website;
-
to establish an appropriate automated notification system for sponsors regarding annual payment.
Structure, Governance and Management
The charity is a Charitable Incorporate Organisation (CIO) registered on 25th July 2014.
Recruitment and appointment of new Trustees
There are no new trustees but Chris Todd who was appointed in the previous set of accounts on 5 January 2020 has been an invaluable member of the trustee team.
Reference and Administrative Details
Registered Charity Number: 1158007
Registered Office: 48 Church Lane Bardsey Leeds, LS17 9DS
Trustees
L Todd nee Laycock, C Laycock, P Laycock, J Fox, C Todd
Accounts p r epared by Polly Laycock
Independent Examiner Michael Evans Michael Evans – Flat 608, William Beveridge House, 60 Vernon Road, London, E3 5GS
Charity Bank : TSB
Approved by Order of the Board of Trustees on 31 January 2022 and signed on their behalf by: Polly Laycock