## **Trustees’ Annual Report for the period**
**From** 1 January 2020 **Period start date To** 31 December 2020 **Period end date**
**Charity name:** The Purim Trust
**Charity registration number:** 1178057
## **Objectives and Activities**
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SORP reference
Summary of the Para 1.17 Relief of poverty and hardship and
purposes of the charity advancement of education and of the
as set out in its Christian faith in the Philippines and
governing document elsewhere for the public benefit.
Summary of the main Para 1.17 and 1. Seeking sponsors to provide
1.19
activities in relation to regular monthly donations and other
those purposes for the donors to pay for the costs of
public benefit, in providing education and other
particular, the activities, expenses for children in poverty.
projects or services Forwarding sponsorship funds and
identified in the other donations to our church
accounts. partners in the Philippines for use on
an agreed basis to meet educational,
food, clothing, medical and dental
costs for children, and for other
agreed occasional purposes such as
providing Christmas presents.
2. Raising funds to provide computer
tablets, tables and chairs for our
sponsored children for home study.
3. Raising funds to provide building
materials for those families of our
sponsored children who lost their
homes if serious flooding.
Statement confirming Para 1.18 The trustees have had regard to the
whether the trustees guidance of the Charity Commission
have had regard to the on public benefit.
guidance issued by the
Charity Commission on
public benefit
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## **Additional information (optional)**
You may choose to include further statements where relevant about:
SORP reference Para 1.38 Policy on grant making
Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers Other
## **Achievements and Performance**
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SORP reference
1. We were able to provide regular
sponsorship for 114 children by the
year end, an increase of 26 during the
Summary of the main year, ensuring that they all received
Para 1.20
achievements of the education, food, clothing and medical
charity, identifying the and dental care and treatment. They
difference the charity’s also received Christmas presents and
work has made to the enjoyed a Christmas party.
circumstances of its 2. We provided funds for materials to
beneficiaries and any assist several of our Sponsored
wider benefits to society children’s families to rebuild their
as a whole. homes destroyed by flooding.
3. We provided computer tablets,
tables and chairs to our sponsor
children to enable home study,
particularly important because they
were unable to go to school due to
the Covid lockdown.
The children would not have had the
benefit of these things without our
activity and provision.
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## **Additional information (optional)**
You may choose to include further statements where relevant about:
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Achievements against Para 1.41
objectives set
Performance of
fundraising activities Para 1.41
against objectives set
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Investment performance Para 1.41
against objectives
Other
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## **Financial Review**
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Review of the charity’s Para 1.21 The balance on hand at 31 December
financial position at the 2020 was £18,832.93 (including
end of the period £4,816 Sponsorship and other money
sent for our Sponsor children on 5
January 2021)
Statement explaining Para 1.22 As a small but growing charity, the
the policy for holding trustees’ policy is to ensure that a
reserves stating why positive bank balance is maintained,
they are held that it is closely monitored, and that
expenditure is always regulated to
prevent a deficit.
Amount of reserves held Para 1.22 Nil
Reasons for holding zero Para 1.22 In our present circumstances, we are
reserves able to take steps to prevent a deficit
should our financial situation
deteriorate.
Details of fund materially Para 1.24
in deficit
Explanation of any Para 1.23
uncertainties about the
charity continuing as a
going concern
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## **Additional information (optional)**
You may choose to include further statements where relevant about:
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The charity’s principal
sources of funds Para 1.47
(including any
fundraising)
Investment policy and
objectives including any Para 1.46
social investment policy
adopted
A description of the Para 1.46
principal risks facing the
charity
Other
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## **Structure, Governance and Management**
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Description of charity’s
trusts:
Type of governing Para 1.25 Constitution
document
(trust deed, royal
charter)
How is the charity Para 1.25 Charitable Incorporated Organisation
constituted?
(e.g unincorporated
association, CIO)
Trustee selection Para 1.25 Appointed by the existing trustees
methods including
details of any
constitutional provisions
e.g. election to post or
name of any person or
body entitled to appoint
one or more trustees
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## **Additional information (optional)**
You may choose to include further statements where relevant about:
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Policies and procedures
adopted for the induction Para 1.51
and training of trustees
The charity’s
organisational structure Para 1.51
and any wider network
with which the charity
works
Relationship with any Para 1.51
related parties
Other
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## **Reference and Administrative details**
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Charity name The Purim Trust
Other name the charity
uses
Registered charity 1178057
number
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Charity’s principal 18 Little Green
address Elmswell
Bury St Edmunds
IP30 9FB
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## **Names of the charity trustees who manage the charity**
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Name of person (or body)
Dates acted if not for
Trustee name Office (if any) entitled to appoint trustee
whole year
(if any)
Esther Branco Founder-Director
1
Dias
2 David McCarthy Treasurer
3 Roy Burley
4 Juliet Gunn
5 Nikola Mikova
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
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Corporate trustees – names of the directors at the date the report was approved **Director name**
Name of trustees holding title to property belonging to the charity
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Trustee name Dates acted if not for
whole year
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**Funds held as custodian trustees on behalf of others**
Description of the assets held in this capacity
Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for safe custody and segregation of such assets from the charity’s own assets
## **Additional information (optional)**
## **Names and addresses of advisers (Optional information)**
**Type of Name Address adviser**
**Name of chief executive or names of senior staff members (Optional information)**
## **Exemptions from disclosure**
Reason for non-disclosure of key personnel details
## **Other optional information**
## **Declarations**
**The trustees declare that they have approved the trustees’ report above.**
**Signed on behalf of the charity’s trustees**
**Signature(s) Full name(s)** David McCarthy
**Position (eg** Treasurer **Secretary, Chair, etc)**
**Date** 30 October 2021
## Management Report
The Purim Trust For the period ended 31 December 2020
Prepared on 31 October 2021
For management use only
## **Table of Contents**
Financial Activities............................................................................................................................................3 Balance Sheet..................................................................................................................................................5
2/5
## **Financial Activities**
January - December 2020
|**Financial Activities**
January - December 2020||
|---|---|
||**Total**|
|INCOME||
|Christmas Gifts Appeal 2020|3,733.97|
|Covid-19 Appeal donations|7,820.00|
|Fire Appeal donations - Tondo|11,153.31|
|Floating Sponsors|4,025.00|
|General Purposes donations|10,945.99|
|Gift Aid Recovered|4,335.65|
|Laptop Appeal|11,103.23|
|Merchandise sales - not Gift Aid|480.60|
|One-Off Donations|850.81|
|Partners|11,974.05|
|Sponsors|28,175.00|
|Unapplied Cash Payment Income|1,088.61|
|Volcano Appeal|400.00|
|**Total Income**|**96,086.22**|
|COST OF SALES||
|Cost of sales|5.09|
|Merchandise costs|1,021.46|
|**Total Cost of Sales**|**1,026.55**|
|TOTAL|**95,059.67**|
|EXPENDITURES||
|Additional payments - Tanza|3,077.40|
|Additional payments - Tondo|3,525.15|
|Advertising/Promotional|697.73|
|Appeals Payments||
|Covid -19 - Tondo|2,130.14|
|Covid -19 - Tanza|4,718.84|
|Fire Appeal - Tondo|6,342.10|
|Laptop Appeal - Tanza|5,038.04|
|Laptop Appeal - Tondo|4,999.65|
|Tables & Chairs Appeal - Tanza|1,382.91|
|Volcano Appeal - Tanza|375.00|
|**Total Appeals Payments**|**24,986.68**|
|Bank charges and fees|638.34|
|Computer Costs|4.38|
|Insurances|236.49|
|Office/General Administrative Expenses|6,849.87|
|Payroll Expenses||
|Pension|627.92|
|Taxes|618.22|
|Wages|10,254.72|
|**Total Payroll Expenses**|**11,500.86**|
|Phone Costs|421.94|
|Printing, Postage and Stationery|676.05|
|Sponsorship payments||
3/5
The Purim Trust
||**Total**|
|---|---|
|Sponsorship payments - Tanza|19,247.94|
|Sponsorship payments - Tondo|8,349.89|
|**Total Sponsorship payments**|**27,597.83**|
|Subscription|36.95|
|Unapplied Cash Bill Payment Expenditure|108.36|
|Uncategorised Expense|222.12|
|**Total Expenditures**|**80,580.15**|
|NET OPERATING INCOME|**14,479.52**|
|OTHER EXPENDITURES||
|Exchangegain or loss|-8.60|
|**Total Other Expenditures**|**-8.60**|
|NET OTHER INCOME|**8.60**|
|NET INCOME/(EXPENDITURE)|**£14,488.12**|
4/5
The Purim Trust
## **Balance Sheet**
As of December 31, 2020
|**Balance Sheet**
As of December 31, 2020||
|---|---|
||**Total**|
|FIXED ASSET||
|**Total Fixed Asset**||
|CASH AT BANK AND IN HAND||
|Lloyds Bank|6,330.53|
|Monmouthshire BS|12,500.00|
|PayPal|2.40|
|**Total Cash at bank and in hand**|**18,832.93**|
|NET CURRENT ASSETS|**18,832.93**|
|CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR||
|**Current Liabilities**||
|Payroll||
|HMRC|-64.58|
|**Total Payroll**|**-64.58**|
|**Total Current Liabilities**|**-64.58**|
|**Total Creditors: amounts falling due within oneyear**|**-64.58**|
|NET CURRENT ASSETS(LIABILITIES)|**18,897.51**|
|TOTAL ASSETS LESS CURRENT LIABILITIES|**18,897.51**|
|TOTAL NET ASSETS (LIABILITIES)|**£18,897.51**|
|CHARITY FUNDS||
|Opening Balance Equity|4,409.39|
|Retained Earnings||
|Surplus/(Deficit)|14,488.12|
|**Total Charity funds**|**£18,897.51**|
5/5
The Purim Trust
## **Independent examiner's report on the accounts**
**Section A Independent Examiner’s Report**
|**Report to the trustees/**
**members of**
**On accounts for the year**
**ended**
**Set out on pages**|Charity Name
PURIM TRUST|Charity Name
PURIM TRUST|Charity Name
PURIM TRUST|
|---|---|---|---|
|||||
||31 DECEMBER 2020|**Charity no**
**(if any)**|1178057|
|||||
||(remember to include the page numbers of additional sheets)|||
I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31 December 2020.
**Responsibilities and** As the charity's trustees, you are responsible for the preparation of the **basis of report** accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).
I report in respect of my examination of the Trust’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** I have completed my examination. I confirm that no material matters have **examiner's statement** come to my attention in connection with the examination which gives me cause to believe that in, any material respect:
- the accounting records were not kept in accordance with section 130 of the Charities Act; or
- the accounts did not accord with the accounting records; or
- the accounts did not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a ‘true and fair’ view which is not a matter considered as part of an independent examination.
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:** 26/10/2021
**Name:** ROB SOUTHGATE
**Relevant professional** ICAEW **qualification(s) or body (if any):**
**Oct 2018**
1
**IER**
## **Address:**
MAY COTTAGE
ASHFIELD ROAD, NOROTN BURY ST EDMUNDS
## **Section B Disclosure**
Only complete if the examiner needs to highlight material matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).
**Give here brief details of any items that the examiner wishes to disclose** .
**Oct 2018**
2
**IER**