## **The Gallagher Trust** (Registered charity, number 1166364) **Financial statements for the year ended 31 May 2020**
|**Page**|**Contents**|
|---|---|
|2 - 5|Trustees’ annual report|
|6|Independent examiner’s report|
|7|Receipts & payments account|
|8|Statement of assets & liabilities|
|9 - 10|Notes to the accounts|
## **The Gallagher Trust Trustees’ annual report for the year ended 31 May 2020**
**Full name** The Gallagher Trust
**Other names by which the charity is known** TGT
**Organisation type** Charitable incorporated organisation
## **Registered charity number** 1166364
## **Principal address**
Lavender House, 98 Melton Lane, Sutton Bonington, Leicestershire, LE12 5RQ
## **Trustees**
Sharon Gadsby Gallagher, Chair Steven Dennis Gallagher Professor Panayotis Vostanis
## **Independent examiner**
John O’Brien, employee of Community Accounting Plus, Units 1 & 2 North West, 41 Talbot Street, Nottingham, NG1 5GL
## **Governance and management**
The charity is operated under the rules of its constitution adopted 05/04/16.
The charity has a Board of three Trustees who have all worked on our programmes out in Rwanda and have extensive knowledge of the work carried out over the past eight years working with vulnerable and orphaned young people. Panayotis Vostanis is Professor of Child Psychiatry at Leicester University specialising in trauma and abuse cases. This is particularly important as many of our vulnerable family members are survivors of the 1994 genocide. All Trustees give freely of their time and no remuneration was paid in the year ending 31[st] May 2020.
We have no plans to recruit any more Trustees at this time but future Trustees would be recruited as per section 10 of the constitution.
## **Objectives and activities**
To relieve the needs of children, young people and others with special educational needs and physical and/or mental disabilities, primarily but not exclusively in Rwanda by provision of housing, full time carers, food, clothing and medical support. Additionally, to support Ubumwe Community Centre (UCC) to provide daily recreational activities, skills training and sport.
## **Public benefit statement**
The Trustees confirm that they have complied with the duty in section 17 of the Charities Act 2011 to have due regard to the Charity Commission's general guidance on public benefit, 'Charities and Public Benefit'.
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## **The Gallagher Trust**
## **Summary of the main activities undertaken for the public benefit**
The charity works in Gisenyi, Rwanda where we fund and manage a Community Based Living programme which provides homes, care, love and support for 22 young people with physical and learning disabilities who were abandoned when the Noel Orphanage where they were living closed down in December 2014. Our family members are now living happy and secure lives in four family style homes in the community. We now employ thirteen Support Workers, a Social Care Manager, Housekeeper, four Night-watchmen and a Country Director to provide the care, support and backup needed. Some of our people attend the day centre and our own small activity centre, and also take part in a range of home based learning activities including, gardening, cooking, cleaning, laundry and animal husbandry. Five of our more able-bodied family members are learning housekeeping skills to be able to help in the newly created income-generating guest house.
The charity looks to relieve poverty, sickness, homelessness and distress to the vulnerable that had once been shunned and abandoned. Now they are living with dignity and respect and have become part of their local community which has improved their lives and that of society as a whole.
## **Summary of the main achievements during the period**
Following the purchase and subsequent refurbishment of our first house and the setting up of our small activity centre within in the compound, we were excited to be returning back to Rwanda in July 2019. However, on our arrival, the outbreak of Ebola on the border between Rwanda and the DRC meant that we were unable to travel to the programme in Gisenyi. This was a huge disappointment but we focussed our time on sourcing furniture, mats and equipment in the capital, Kigali, to add to the huge amount of equipment that we had bought out form the UK for the sensory room, music therapy room and computer room. In addition, we purchased four TV’s, towels, bedding and gardening equipment for each of the four family houses. At the end of our stay all items were taken to Gisenyi by our Country Director to continue and grow the programme. The new activity centre was a huge benefit to all our family members, and a timetable of programmes was soon established for classes in computer basics, English, reading and writing, and music therapy. In the sensory room a timetable for individual, one-to-one sessions was set up for our less able-bodies people who need specialist help for their complex needs.
In February 2020 we returned back to Rwanda and set up our new office after the rental period expired on the office we had used since 2016. This new office has four good sized bedrooms and three bathrooms which gives us the opportunity to establish the building as a small but simple, low-cost guest house to be used for our own volunteers and also other volunteers and visitors to Gisenyi. It is hoped that this income generating programme can help finance the CBL programme and pay the rent for the other three family homes. In addition, it can act as a training model for five of our more able-bodied family members where they can learn to do simple housekeeping tasks, laundry, cooking/vegetable prep and simple serving duties for meal times. With this in mind, we employed a Housekeeper to manage the guest house and to help with the training of our family members.
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## **The Gallagher Trust**
Also during this visit, we were joined by a volunteer who is a trained optometrist from the Netherlands. She was able to give eye tests to all our family members and provide prescription glasses for all those that needed them. In addition, we were able to hold an awards ceremony for our thirteen Support Workers who had all completed and passed UK online training courses in: autism awareness, epilepsy awareness, medication awareness, mental health, dementia and learning disability care, and privacy and dignity for social care.
At the end of our stay in Rwanda we felt genuinely delighted at the progress that all our family members were making. We could see a real change and improvement in everyone and particularly those who have severe learning disabilities. One boy in particular really stood out as having changed; from being completely mute and physically inactive to now communicating with several family members, taking part in music therapy activities and playing football on the beach. This progress, together with the setting up of the activity centre and the guest house, gave us a real feeling of optimism for the future.
However, as we left Rwanda on 3[rd] March 2020, we had no idea that less than three weeks later Covid-19 would cause a worldwide pandemic, closing down all of our activities and giving us no opportunities for income-generating projects. It also left us with total uncertainty about any future support from our donors for the following financial year.
We would particularly like to say a grateful thank you to the following donors: Teapigs and Les Enfants Avant Tout for their monthly donations which are facilitated by The Point Foundation.
## **Financial review**
The Gallagher Trust’s work has always been dependent entirely on donations from public individuals and companies within the vending industry. In February 2019 our trustee, Mr. Steven Gallagher, retired from the vending industry, cutting ties with the trade, so it was decided not to go ahead with our annual charity ball or charity golf day. The personal donation given by Mr. & Mrs. Gallagher during the last financial year has helped us greatly but we realise that the future of the charity cannot survive on this alone. We finish the year with a balance of approximately £44,000 but realise that this cannot sustain the charity without an ongoing income.
For future stability, a Local NGO has been registered in Rwanda under the name Gallagher Tubiteho (Gallagher Caring), so that the charity can be run by Rwandans for Rwandans and we continue to hope that it will attract the help and support of the Rwandan government to take the programme forward.
In the meantime, we have set up an income generating project in the form of a small guest house which will act as a training model for our family members and will provide a steady income to support the programme. We will continue to look for other income generating projects to make the charity work and its programmes self-funding and sustainable in Rwanda.
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## **The Gallagher Trust**
## **The charity’s policy on reserves**
The trustees monitor UK donations and the expenditure in Rwanda on a monthly basis to ensure that all costs are met. On average, £5,000-£6,000 is transferred each month to the Rwandan bank account from the UK to meet the required budget. To date, we have been able to meet all required costs to fund the programme.
We are attempting to maintain a monthly reserve in the UK bank account of £10,000.
## **Financial risks**
We only remain with two ongoing donations from like-minded charities, therefore it is essential that we look to create income generating programmes in Rwanda to make the Community Based Living programme self-funding and sustainable. In addition, since Mr. Gallagher retired in February 2019, we can no longer rely on industry and corporate sponsorship.
Finally, and most worrying of all, is the concern of what the impact will be on our financial situation as a result of the current pandemic caused by Covid-19. Both of our main donors are charities in their own right and rely heavily on fundraising activities and product sales. Without these fundraising opportunities it is unlikely that they will be able to support our cause. All things considered, this is going to be a very tense and uncertain time for the charity if the pandemic continues for many months to come.
## Signed on behalf of the charity’s trustees:
Signed _____________________________________________ Date __________ Sharon Gadsby Gallagher, Trustee
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## **Independent examiner’s report to the trustees of The Gallagher Trust for the year ended 31 May 2020**
I report to the trustees on my examination of the accounts of The Gallagher Trust (the charity) for the year ended 31 May 2020.
## **Responsibilities and basis of report**
As the trustees of the charity 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 charity’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 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 charity 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 enable a proper understanding of the accounts to be reached.
Signed _________________________ Date ______________________ John O’Brien MSc, FCCA, FCIE Employee of Community Accounting Plus
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## **The Gallagher Trust Receipts & payments account for the year ended 31 May 2020**
|_2019_|||**_2020_**|
|---|---|---|---|
|£||**Note**|**£**|
||**Receipts**|||
|152884|Grants & donations|**2**|89534|
|3270|Fundraising||-|
|-|Exchange gain||236|
|4217|Loan|**7**|-|
|160371|**Total receipts**||**89770**|
||**Payments**|||
|725|Bank charges||222|
|1172|Exchange loss||-|
|198|Fundraising & publicity||216|
|26155|General expenses||2740|
|-|Grants/donations made||93411|
|33109|House purchase|**3**|-|
|720|Independent examination||-|
|63|Insurance||-|
|6957|Loan repayment|**7**|-|
|-|Premises maintenance||630|
|4339|Rent & services||252|
|342|School expenses||-|
|9906|Self-employed staff||1494|
|322|Staff expenses||18|
|139|Telephone & postage||27|
|23587|UCC partnership||2030|
|1268|Utilities||108|
|109002|**Total payments**||**101148**|
|51369|**Net receipts/(payments)**||**(11378)**|
|4732|Cash funds at start of this period||56101|
|56101|**Cash funds at end of this**|**period**|**44723**|
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## **The Gallagher Trust Statement of assets and liabilities at 31 May 2020**
**----- Start of picture text -----**
2019 2020
£ Cash assets Note £
56101 Bank accounts 44723
56101 44723
Assets retained for the charity’s own use
General equipment.
Liabilities
(5654) Creditors 4 (1744)
(5654) (1744)
**----- End of picture text -----**
These financial statements are accepted on behalf of the charity by:
Signed ___________________________________ Dated ___________ Steven Dennis Gallagher, Trustee
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## **The Gallagher Trust Notes to the accounts for the year ended 31 May 2020**
## **1. Receipts & payments accounts**
Receipts and payments accounts contain a summary of money received and money spent during the period and a list of assets and liabilities at the end of the period. Usually, cash received and cash spent will include transactions through bank accounts and cash in hand.
## **2. Grants & donations**
|The Point Foundation donations
S&S Gallagher donations
Gift Aid claimed
Sundry grants & donations|**£**
22677
53000
13268
589
**89534**|
|---|---|
## **3. House purchase**
Local laws in Rwanda do not allow foreign nationals to own property; as such a house was purchased in 2019 in the name of Theophile Nzabahimana, the County Director of the charity, and ownership will be transferred to Gallagher Tubiteho (the local NGO which is being established) as soon as it is possible.
## **4. Creditors**
|Independent examination
Legal & professional
Loan from Sharon Gallagher|**£**
900
84
760|
|---|---|
||**1744**|
## **5. Overseas expenditure**
During the year, a total of £100,170 was spent in Rwanda on the charity’s objectives, including the grants made to Gallagher Tubiteho.
## **6. Trustees’ remuneration**
Trustees received no expenses, remuneration or benefits in this period.
## **7. Related party transactions**
During the years ending 31[st] May 2018 and 31[st] May 2019 a total of £7,717 was loaned to the charity by Steven and Sharon Gallagher. £6,957 of this was repaid during the year ending 31[st] May 2019 and as of 31[st] May 2020, £760 remains to be repaid.
## **8. Glossary of terms**
**Creditors:** These are amounts owed by the charity, but not paid during the accounting period.
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