## **Trustees' Annual Report for the period**
Period start date Period end date **01 04 2020 31 03 2021**
**From**
**To**
## Section A Reference and administration details
**Charity name** St Margaret Life’s Hope Foundation
**Other names charity is known by**
**Registered charity number (if any)** 1159130
**Charity's principal address** 177 Sopwith Crescent
Wimborne
**Postcode BH21 1SR**
## **Names of the charity trustees who manage the charity**
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Name of person (or body)
Office (if Dates acted if not for
Trustee name entitled to appoint trustee
any) whole year
(if any)
1 MARGARET FARMAN
2 RICHARD JOHN FARMAN 01/04/20 – 20/03/21
3 IAN SIMMONDS
4 MICHAEL DAVIS
5 ANNE CLEWLOW
6 ALISON DAVIS
7
8
9
10
11
12
13
14
15
16
17
18
19
20
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## **Names of the trustees for the charity, if any, (for example, any custodian trustees)**
**Name Dates acted if not for whole year**
March **2012**
**TAR**
1
## **Names and addresses of advisers (Optional information)**
**Type of adviser**
**Name Address**
## **Name of chief executive or names of senior staff members (Optional information)**
## **Section B Structure, governance and management**
## **Description of the charity’s trusts**
CIO – FOUNDATION REGISTERED 07 NOV 2014 Type of governing document
- (eg. trust deed, constitution)
ASSOCIATION How the charity is constituted (eg. trust, association, company)
Trustee selection methods
APPOINTED BY EXISTING TRUSTEES
- (eg. appointed by, elected by)
## **Additional governance issues (Optional information)**
You **may choose** to include additional information, where relevant, about:
- policies and procedures adopted for the induction and training of trustees;
- the charity’s organisational structure and any wider network with which the charity works;
- relationship with any related parties;
- trustees’ consideration of major risks and the system and procedures to manage them.
## **Section C Objectives and activities**
March **2012**
**TAR**
2
## **Summary of the objects of the charity set out in its governing document**
The relief of poverty and hardship among orphans and vulnerable children in Kenya through the provision of shelter, food, health, education and other such charitable services as the trustees may from time to time think fit.
Since 2003 Margaret Farman has supported the poor children of all religions in her home town – Mpeketoni, Lamu, Kenya, in particular the young of the nomadic Wasanya tribe who are unrecognised by the Kenyan Government. These children besides suffering from lack of food and access to Government education, also have the worry of incursions from Al-shabab terrorism from neighbouring Somalia. For the first 11 years she worked overtime as a nurse in Poole to feed an educate up to 87 children, but as friends and colleagues realised the need she obtained charity status to maximise any funds raised.
The small thatched hut primary school with outdoor kitchen and **Summary of the main** no sanitary facilities is sited on a kind villagers land, and local **activities undertaken for** village members work voluntarily while Margaret works here **the public benefit in** sending out funds, with some difficulty, by Western Union etc, **relation to these objects** as the mainstream banks offered only a very expensive **(include within this** alternative service. **section the statutory** Teachers very generously work in poor conditions for small **declaration that trustees** sums, and local shops and markets provide foods and **have had regard to the** educational items at good prices. Health services are also **guidance issued by the** offered where the charity can afford it. **Charity Commission on** Aid has also been given to disabled children as well as children’s **public benefit)** families when required. Children can be as old as 18 attending the school, and again when funds allow uniforms and school fees are paid to help when they attend high school. The view is that the charity should remain small and very localised due to the administration, communication and managerial difficulties of relying on village volunteers from such a distance.
Funds from the UK are transferred to the parallel Kenyan registered charity - St Margaret Life’s Hope Foundation (C.B.0.) SS/IM/MPK/SH/437 (Registered 22/08/2011)
## **Additional details of objectives and activities (Optional information)**
March **2012**
**TAR**
3
You **may choose** to include further statements, where relevant, about:
- policy on grantmaking;
- policy programme related investment;
- contribution made by volunteers.
http://www.stmargaretlifes.org.uk/
Section D Achievements and performance
March **2012**
**TAR**
4
## Section D Achievements and performance
**Summary of the main achievements of the charity during the year**
Feeding of 231 children in 2020 and 264+ in 2021.
Assisting some of the children’s families with food, including many past students, additional children as young as 2 share school lunch, improved food quality, 2 more taught to drive.
Employing a social worker.
Primary educating 250 Higher education 4, 1 off in university studying medicine. Providing educational material.
Providing and financing medical care.
Purchasing a container for temporary storage in the UK, but in future to be fully loaded and transported to Kenya for on site secure storage to help when building commences and for future needs. Due to delays caused by the pandemic Margaret has been unable to visit Kenya but receives daily updates via social media.
Transferring money to Kenya has now been totally regularised using established banks – UK Barclays, and Kenya KCB
## **Section E Financial review**
March **2012**
**TAR**
5
**Brief statement of the charity’s policy on reserves**
The charity aims to always hold a minimum of 6 months funding at any time.
**Details of any funds materially in deficit**
## **Further financial review details (Optional information)**
Funding is mainly by voluntary donations. You **may choose** to include Other funding – collection boxes, jumble sales. additional information, where relevant about: Expenditure allows the continuance and enhancement of her the charity’s principal village.
- the charity’s principal village.
- sources of funds (including any No consideration of excess fund investment at this time, as fundraising); funds are small, administration stretched, and potential returns small.
- how expenditure has supported the key But will review in the future. objectives of the charity;
- investment policy and objectives including any ethical investment policy adopted.
## **Section F Other optional information**
Future aims
Secure the ability to finance and run the charity in the long term. Build new school and kitchen on our land.
Build a safe latrine.
Maximise agriculture possibilities of our land, existing trees - mangos and cashew nuts, to help finances.
Provide training opportunities for older children, ie seamstress, mechanic, driver, IT, university, and practical training.
## **Section G Declaration**
**The trustees declare that they have approved the trustees’ report above.**
**Signed on behalf of the charity’s trustees**
**Signature(s) Full name(s)** Michael Kevin Davis **Position (eg Secretary,** Trustee **Chair, etc) Date** 19/01/21
March **2012**
**TAR**
6
**Charity Name No (if any) ST MARGARET LIFES HOPE FOUNDATION**
**Receipts and payments accounts For the period** Period start date Period end date **To from** 4/1/2020 3/31/2021
## **Section A Receipts and payments**
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Unrestricted Restricted Endowment
Total funds
funds funds funds
to the nearest
to the nearest £ to the nearest £ to the nearest £
£
A1 Receipts
DONATIONS 7,186 - - 7,186
GIFT AID CLAIMES FROM PERIOD 01/04/18 -
4,029 - - 4,029
31/03/19
- - - -
- - - -
- - - -
- - - -
- - - -
- - - -
Sub total (Gross income for AR) 11,215 - - 11,215
A2 Asset and investment sales,
(see table).
- - - -
- - - -
Sub total [ - ] - - -
Total receipts 11,215 - - 11,215
A3 Payments
FUNDS TRANSFERRED TO KENYA CHARITY
234717 ST MLHF FOR NORMAL CHARITY
WORK 9,300 - - 9,300
ADMIN COSTS 937 - - 937
CARRIAGE TO KENYA 103 - - 103
BANK CHARGES 136 - - 136
RELOCATING AND ADDITIONAL SECURITY -
TEMPORARY STORAGE IN UK TO BE
TRANSPORTED TO KENYA FILLED, THEN
USED AS PERMANENT STORAGE IN KENYA
963 - - 963
DISABLED AIDS 235 - - 235
RELIQIOUS ARTICLES 140 - - 140
- - - -
- - - -
Sub total 11,814 - - 11,814
A4 Asset and investment
purchases, (see table)
- - - -
- - - -
Sub total - - - -
Total payments 11,814 - - 11,814
Net of receipts/(payments) - 599 - - - 599
A5 Transfers between funds - - - -
A6 Cash funds last year end - - - -
Cash funds this year end - 599 - - - 599
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## **Section B Statement of assets and liabilities at the end of the period**
||||**Unrestricted**||**Restricted**|
|---|---|---|---|---|---|
|**Categories**|**Details**||**funds**||**funds**|
|**B1 Cash funds**|CASH BALANCE AT 31/03/2021
**_Total cash funds_**||**to nearest £**
**23,524**
**-**
**-**
**23,524**|
|**to nearest £**
**-**
**-**
**-**
**-**|
||(agree balances with receipts and payments
account(s))||Agreement Error|OK||
||||**Unrestricted**||**Restricted**|
||||**funds**||**funds**|
|**B2 Other monetary assets**|**Details**||**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**|
|**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**|
|**B3 Investment assets**|**Details**||**Fund to which**
**asset belongs**|**Cost (optional)**
**-**
**-**
**-**
**-**
**-**||
|**B4 Assets retained for the**|**Details**||**Fund to which**
**asset belongs**|**Cost (optional)**
**-**||
|**charity’s own use**||||
|**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|
||||**Fund to which**||**Amount due**|
|**B5 Liabilities**|**Details**||**liability relates**|
|**-**
**-**
**-**
**-**
**-**
**(optional)**|
|Signed by one or two trustees on
behalf of all the trustees||Signature|Print|Name||
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CC16a
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## **Last year**
**to the nearest £ 17,396 3,963 - - - - - - 21,359**
**21,359**
**8,700 353 100 51 2,292 - - - 11,496 - 11,496 9,863 - - 9,863**
## **Endowment funds**
## **to nearest £**
**-**
## OK
## **Endowment funds to nearest £**
**-**
**Current value (optional)**
**-**
**Current value (optional)**
**When due (optional)**
Date of approval