## **Trustees' Annual Report for the period** Period start date Period end date **01 04 2023 31 03 2024** **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** |1
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20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year **|**Name of person (or body) entitled**
**to appoint trustee (ifany)**| |---|---|---|---|---| ||MARGARET FARMAN|||| ||ALISON DAVIS|||| ||ZENA FARMAN||28/02/24|| ||MICHAEL DAVIS|||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| ## **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** 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 **Summary of the objects of the** think fit. **charity set out in its governing document** March **2012** **TAR** 2 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. **Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)** 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 no sanitary facilities is sited on a kind villagers land, and local village members work voluntarily while Margaret works here sending out funds, with some difficulty, by Western Union etc, as the mainstream banks offered only a very expensive alternative service. Teachers very generously work in poor conditions for small sums, and local shops and markets provide foods and educational items at good prices. Health services are also offered where the charity can afford it. Aid has also been given to disabled children as well as children’s 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)** 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/ March **2012** **TAR** 3 Section D Achievements and performance **Summary of the main achievements of the charity during the year** Feeding of 300+ children in 2023. This has been massively increased with inflation over last 2 years. Globally and locally effected by climate change. 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, training in medicine. Employing a social worker. Primary educating 270+ Higher education 4, 1 off qualified as a doctor. Providing educational material. Providing and financing medical care. Securing land from wild animals, to allow future cultivation of maize for feeding of children, and protect cash crops pf mangoes etc. Second container in the UK, with thanks to Hamworthy Social Club, Canford, fully loaded awaiting reduction of sea transport costs and then transported to Kenya for onsite secure storage for storage of crops and help when building commences and for future needs. Some focused purchasing of useful items at better prices than locally available Active ongoing communications via helpers on site Transferring money to Kenya all on line via UK Barclays, to sister Kenyan charity account at Kenya KCB March **2012** **TAR** 4 ## **Section E Financial review** The charity aims to always hold a minimum of 6 months funding at any **Brief statement of the** time. **charity’s policy on reserves** ## **Details of any funds materially** **in deficit** ## **Further financial review details (Optional information)** You **may choose** to include additional information, where relevant about: - the charity’s principal sources of funds (including any fundraising); - how expenditure has supported the key objectives of the charity; Funding is mainly by voluntary donations. Other funding – collection boxes, jumble and clothing sales. Expenditure allows the continuance and enhancement of her village. No consideration of excess fund investment at this time, as funds are small, administration stretched, and potential returns small. But will review in the future. - 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 on our land. Purchase and install 3 containers in total, for use as library, general storage, and food store, vermin proof. Maximise agriculture possibilities of our land by securing land with fencing, harvesting existing trees - mangos and cashew nuts, and plant maize, as prices are so high, all to help finances. Provide training opportunities for older children, ie medical, 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, Chair,** Trustee **etc)** **Date** 22/04/24 March **2012** **TAR** 5 |**1159130**
**ST MARGARET LIFES HOPE FOUNDATION**
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~~_~~| |---|---|---|---|---|---|---|---|---|---|---|---|---|---| |**Section A Receipts and payments**|||||||||||||| |||**Unrestricted**
**funds**|||**Restricted**
**funds**||**Endowment**
**funds**||||**Total funds**||**Last year**| |||**to the nearest**
**£**|**to the nearest**|**to the nearest**|**to the nearest £**||**to the nearest £**|**to the nearest £**|**to the nearest £**||**to the nearest £**||**to the nearest £**| |**A1 Receipts**|||||||||||||| |DONATIONS||**19,233**|||**-**||**-**|**-**|**-**||**19,233**||**20,958**| |GIFTAID CLAIMS||**4,764**|||**-**||**-**|**-**|**-**||**4,764**||**3,941**| |||**-**|||**-**||**-**|**-**|**-**||**-**|**-**|**-**| |||**-**|||**-**||**-**|**-**|**-**||**-**|**-**|**-**| |||**-**|||**-**||**-**|**-**|**-**||**-**|**-**|**-**| |||**-**|||**-**||**-**|**-**|**-**||**-**|**-**|**-**| |||**-**|||**-**||**-**|**-**|**-**||**-**|**-**|**-**| |||**-**|||**-**||**-**|**-**|**-**||**-**|**-**|**-**| |**_Sub total_**_(Gross income for_
_AR)_|_(Gross income for_
_AR)_|**23,997**|||**-**||**-**|**-**|**-**||**23,997**||**24,899**| |**A2 Asset and investment sales,**
**(see table).**
**-**
**-**
**-**
**-**
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**-**
**-**
**-**
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**_Sub total_ -**
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**-**
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**_Total receipts_ 23,997**
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**-**
**23,997**
**24,899**
~~————=——~~|||||||||||||| |**A3 Payments**|||||||||||||| |FUNDS TRANSFERRED TO KENYAN|||||||||||||| |CHARITY 234717 FOR NORMAL|||||||||||||| |CHARITY WORK||**20,400**|||**-**||**-**|**-**|**-**||**20,400**||**17,200**| |ADMIN COSTS WEB||**72**|||**-**||**-**|**-**|**-**||**72**|**72**|**684**| |CARRIAGE TO KENYA|||||**-**||**-**|**-**|**-**||**-**|**-**|| |CONTAINER PURCHASE AND PACKING|CONTAINER PURCHASE AND PACKING|CONTAINER PURCHASE AND PACKING|||||||||||| |MATERIALS||**511**|||**-**||**-**|**-**|**-**||**511**|**511**|**197**| |MEDICAL|||||**-**||**-**|**-**|**-**||**-**|**-**|| |RELIGIOUS ITEMS|||||**-**||**-**|**-**|**-**||**-**|**-**|**317**| |BANK CHARGES||**231**|||**-**||**-**|**-**|**-**||**231**|**231**|**215**| |MISC CLOTHING, ETC||**356**|||**-**||**-**|**-**|**-**||**356**|**356**|**132**| |TRAVEL EXPENSE KENYA||**525**|||**-**||**-**|**-**|**-**||**525**|**525**|**2,752**| _**Sub total**_ **[ 22,095 ] - - 22,095 21,498** **A4 Asset and investment purchases, (see table) - - - - - - - -** _**Sub total**_ **[ - ] - - - -** ~~—~~ _**Total payments**_ ~~——=—~~ **22,095 - - 22,095 21,498** _**Net of receipts/(payments)**_ **1,902 - - 1,902 3,401 A5 Transfers between funds - - - - - A6 Cash funds last year end £16,342.00 - - 16,342 £16,342.00** _**Cash funds this year end**_ ~~SS~~ **18,244 -** ~~SS~~ **- 18,244** ~~=~~ **19,743** **Section B Statement of assets and liabilities at the end of the period** ~~ee~~ **Unrestricted Restricted Endowment Categories Details funds funds funds** CCXX R1 accounts (SS) 1 **to nearest £ to nearest £ to nearest £** |**B1 Cash funds**|CASH BALANCE AT 31/3/23||**19,743**||**-**||**-**| |---|---|---|---|---|---|---|---| ||||**-**||**-**||**-**| ||||**-**||**-**||**-**| ||**_Total cash funds_**||**19,743**||**-**||**-**| ||(agree balances with receipts and payments||||||| ||account(s))||Agreement Error||OK||OK| ||||**Unrestricted**||**Restricted**||**Endowment**| ||||**funds**||**funds**||**funds**| ||**Details**||**to nearest £**||**to nearest £**||**to nearest £**| |**B2 Other monetary assets**|||**-**||**-**||**-**| ||||**-**||**-**||**-**| ||||**-**||**-**||**-**| ||||**-**||**-**||**-**| ||||**-**||**-**||**-**| ||||**-**||**-**||**-**| ||**Details**||**Fund to which**
**asset belongs**||**Cost (optional)**||**Current value**
**(optional)**| |**B3 Investment assets**|||||**-**||**-**| ||||||**-**||**-**| ||||||**-**||**-**| ||||||**-**||**-**| ||||||**-**||**-**| ||**Details**||**Fund to which**
**asset belongs**||**Cost (optional)**||**Current value**
**(optional)**| |**B4 Assets retained for the**|||||**-**||**-**| |**charity’s own use**|||||**-**||**-**| ||||||**-**||**-**| ||||||**-**||**-**| ||||||**-**||**-**| ||||||**-**||**-**| ||||||**-**||**-**| ||||||**-**||**-**| ||||||**-**||**-**| ||||**Fund to which**||**Amount due**||**When due**| ||**Details**||**liability relates**||**(optional)**||**(optional)**| |**B5 Liabilities**|||||**-**||| ||||||**-**||| ||||||**-**||| ||||||**-**||| ||||||**-**||| |Signed by one or two trustees on
behalf of all the trustees|Signature||Print|Name|||Date of
approval| ||||||||| ||||||||| CCXX R2 accounts (SS) 2