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2024-12-31-accounts

Trustees’ Annual Report for the period

From 1[st] January 2024 Period start date To 31[st] December 2024 Period end date

Charity name: The Purim Trust

Charity registration number: 1178057

Objectives and Activities

SORP
reference
Summary of the purposes of the
charity as set out in its
governing document		 Para 1.17 Relief of poverty and hardship and advancement of
education and of the Christian faith in the Philippines and
elsewhere for the public benefit.
Summary of the main activities
in relation to those purposes for
the public benefit, in particular,
the activities, projects or
services identified in the
accounts.		 Para 1.17 and
1.19		 1. Seeking
sponsors to
provide
regular monthly
donations and other donors to pay for the costs of
providing education and other expenses for children in
poverty. Forwarding sponsorship funds and other
donations to our church 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.
Statement confirming whether
the trustees have had regard to
the guidance issued by the
Charity Commission on public
benefit		 Para 1.18 The Trustees have had regard to the guidance of the
Charity Commission on public benefit.

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

SORP
reference
Summary of the main
achievements of the charity,
identifying the difference the
charity’s work has made to the
circumstances of its
beneficiaries and any wider
benefits to society as a whole.		 Para 1.20 1. We were able to provide regular Sponsorship for 291
children by the end of the year, and an increase of 138
children sponsored during the year. These children
received education, food, clothing and medical and
dental care and treatment.
2. We were also able to provide Christmas presents and
a Christmas party for all 291 Sponsored children.
3. We were able to send our 8 sponsor students to
college.
The children and young people would not have had the
benefit of these things without our activity and provision.

Additional information (optional) You may choose to include further statements where relevant about:
Achievements against
objectives set		 Para 1.41
Performance of fundraising
activities against objectives set		 Para 1.41
Investment performance against
objectives		 Para 1.41
Other

Financial Review

Financial Review
Review of the charity’s financial
position at the end of the period		 Para 1.21 The net balance in hand on 31st December 2023 was
£28335.71, allowing for costs totalling £1304.60
incurred in November and December and paid in
January 2025, and a total balance of £3341 on the
debtor account owed in December but received in
January 2025.
Statement explaining the policy
for holding reserves stating why
they are held		 Para 1.22 The charity continues to grow, and funds are carefully
managed and monitored to avert any negative cash-flow
circumstances.
Amount of reserves held Para 1.22 NIL
Reasons for holding zero
reserves		 Para 1.22 We are able to take steps to prevent a deficit should our
financial situation warrant it.
Details of fund materially in
deficit		 Para 1.24 No fund is materially in deficit.
Explanation of any uncertainties
about the charity continuing as a
going concern		 Para 1.23 There are no uncertainties about the charity continuing
as a going concern.

Additional information (optional) You may choose to include further statements where relevant about:

The charity’s principal sources
of funds (including any
fundraising)		 Para 1.47
Investment policy and objectives
including any social investment
policy adopted		 Para 1.46
A description of the principal
risks facing the charity		 Para 1.46
Other

Structure, Governance and Management

Description of charity’s trusts:
Type of governing document
(trust deed, royal charter)		 Para 1.25 Constitution
How is the charity constituted?
(e.g unincorporated association,
CIO)		 Para 1.25 Charitable Incorporated Organisation
Trustee selection methods
including details of any
constitutional provisions e.g.		 Para 1.25 Appointed by the existing Trustees

election to post or name of any person or body entitled to appoint one or more trustees

Additional information (optional)

You may choose to include further statements where relevant about:

Policies and procedures
adopted for the induction and
training of trustees		 Para 1.51
The charity’s organisational
structure and any wider network
with which the charity works		 Para 1.51
Relationship with any related
parties		 Para 1.51
Other

Reference and Administrative details

Charity name The Purim Trust
Other name the charity uses
Registered charity number 1178057
Charity’s principal address 18 Little Green
Elmswell
Bury St Edmunds
IP30 9FB

Names of the charity trustees who manage the charity

1
2
3
4
5
6
7
8		 Trustee name Office (if any) Dates acted if not for whole
year		 Name of person (or body)
entitled to appoint
trustee(if any)
Esther Branco
Dias		 Founder-Director
David McCarthy
Sireon Reid
Beverleydu Toit
Rob Jack

– 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

Trustee name Dates acted if not for whole year

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) N. Mikova Full name(s) Nikola Mikova Position (eg Secretary, Administrator Chair, etc) Date 28.10.2025

Management Report

The Purim Trust

For the period ended 31 December 2024

Prepared by Damaris Derbidge

Prepared on 23 October 2025

For management use only

Table of Contents

Profit and Loss ................................................................................................................................................3 Balance Sheet .................................................................................................................................................6

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Profit and Loss

January - December 2024

Total
INCOME
CC Church Partner 840.00
CC College Sponsors 408.00
Christmas Appeal - Income 7,137.01
Christmas Appeal 2023 -366.01
Christmas Gifts Appeal 2020 -1,563.98
College Sponsorship 1,904.00
Crisis Appeal donations 6,188.43
Floating Sponsors 6,398.40
General Donations 49,110.00
Special BirthdayDonation 200.00
Total General Donations 49,310.00
Gift Aid Recovered 23,591.31
Gifts to Specific Child 210.00
Grace and Faith 2024 income 1,955.90
Hadassa Children's Home 100.00
Merchandise sales (Gift Aid not allowed) 1,004.00
Partners 31,794.37
Purim on the Move 1,018.50
Sponsors 60,670.40
Volcano Appeal -25.00
Women Training Sponsors 42.00
WT Program - Income
Sewing Machine Donations 207.00
Women TrainingDonations 50.00
Total WT Program - Income 257.00
Youth CampAppeal 420.00
Total Income 191,294.33
TOTAL 191,294.33
EXPENDITURES
Additional payments - Tanza
Creation of New Profiles 161.86
Sponsor Gifts to Children - Tanza 135.00
Video Editingcosts - Philippines 13.31
Total Additional payments - Tanza 310.17
Additional payments - Tondo
Creation of New Profiles 160.43
Sponsor Gifts to Children - Tondo 99.12
Total Additional payments - Tondo 259.55
Advertising
Promotional Videos/Advertising- UK 455.85
Total Advertising 455.85
Appeals Payments

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The Purim Trust

Total
Christmas Tanza Appeal - payments 1,900.34
Christmas Tondo Appeal - payments 2,905.18
Crisis Appeal - Tondo 4,506.76
Youth Camp 323.63
Total Appeals Payments 9,635.91
Bank charges and fees 2,115.54
Computer and IT Costs 20.88
Computer/IT Costs - UK 1,871.11
Total Computer and IT Costs 1,891.99
Freelance Staff Costs 6,161.26
Grace and Faith Costs 2024
Food 364.63
Other Miscellaneous Costs 565.84
Printing 599.19
Team Costs 291.38
Travel/Accommodation 1,612.64
Total Grace and Faith Costs 2024 3,433.68
Insurances 399.18
Merchandise costs 765.94
Office/General Administrative Expenses 34.99
Office equipment and supplies 36.59
Total Office/General Administrative Expenses 71.58
Payroll Expenses
Pensions 4,396.73
Taxes 9,597.27
Wages 58,316.76
Total Payroll Expenses 72,310.76
Phone Costs 501.70
Printing, Postage and Stationery 72.26
Purim on the Move - Philippines trip costs 614.97
Rent 1,956.00
Sponsorship payments
College Sponsorship payments - Tanza 2,035.12
Sponsorship payments - Tanza 25,479.41
Sponsorship payments - Tondo 30,840.23
Total Sponsorship payments 58,354.76
Staff Gifts 273.56
Staff Training 543.73
Team Building and Meals 344.51
Venue Hire 39.00
Total Team Building and Meals 383.51
Travel 215.00
Total Expenditures 160,726.90
NET OPERATING INCOME 30,567.43
OTHER INCOME
Interest earned 244.27

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The Purim Trust

Total
Total Other Income 244.27
OTHER EXPENDITURES
Other Expenditure -8.00
Total Other Expenditures -8.00
NET OTHER INCOME 252.27
NET INCOME/(EXPENDITURE) £30,819.70

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The Purim Trust

Balance Sheet

As of December 31, 2024

Total

Total
FIXED ASSET
Total Fixed Asset
CASH AT BANK AND IN HAND
Bath Building - Savings Account 16,459.69
Cash on hand 135.00
Lloyds Bank 11,340.00
PayPal 401.02
Total Cash at bank and in hand 28,335.71
DEBTORS
Debtors 3,341.00
Total Debtors 3,341.00
NET CURRENT ASSETS 31,676.71
CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
Trade Creditors
Creditors 122.62
Total Trade Creditors 122.62
Current Liabilities
Payroll 0.00
HMRC 786.54
Pension 395.44
Total Payroll 1,181.98
Total Current Liabilities 1,181.98
Total Creditors: amounts falling due within oneyear 1,304.60
NET CURRENT ASSETS(LIABILITIES) 30,372.11
TOTAL ASSETS LESS CURRENT LIABILITIES 30,372.11
TOTAL NET ASSETS (LIABILITIES) £30,372.11
CHARITY FUNDS
Opening Balance Equity 4,409.39
Retained Earnings -4,856.98
Surplus/(Deficit) 30,819.70
Total Charity funds £30,372.11

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The Purim Trust

Independent examiner's report on the accounts

Section A Independent Examiner’s Report

Report to the trustees

Charity Name PURIM TRUST

On accounts for the year 31 DECEMBER 2024 Charity no 1178057 ended (if any) Set out on pages (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 2024.

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:

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: Name: ROB SOUTHGATE Relevant professional FCA CTA qualification(s) or body ICAEW (if any):

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Date: 23/09/2025
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1

Oct 2018

IER

Address: MAY COTTAGE

ASHFIELD ROAD, NORTON 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 .

2

Oct 2018

IER