||**Trustees' Annual Report**|**Trustees' Annual Report**|**Trustees' Annual Report**|**Trustees' Annual Report**|**Trustees' Annual Report**|**for theperiod**|**for theperiod**|**for theperiod**| |---|---|---|---|---|---|---|---|---| ||**From**|Period start date|||**To**|Period end date||| |||Day
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Sept|Year
2023||Day
31|Month
August|Year
2024| ## Section A Reference and administration details **Charity name** Opportunity Through Education **Other names charity is known by Registered charity number (if any) 1179046** **Charity's principal address** The Long House, Hurtmore Road, Godalming, Surrey. **Postcode GU7 2RB** ## **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)**| |---|---|---|---|---| ||Alan Lion|Trustee||| ||Nicola Lion|Trustee||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| ## **Names of the trustees for the charity, if any, (for example, any custodian trustees)** ||**Name**|**Dates acted if not for whole year**| |---|---|---| ||None|| |||| |||| March **2012** **TAR** 1 ## **Names and addresses of advisers (Optional information)** |**Type of adviser**|**Name**
**Address**|**Name**
**Address**| |---|---|---| |Independent Examiner|Charles Hume|| |||| |||| |||| ## **Name of chief executive or names of senior staff members (Optional information)** ## **Section B Structure, governance and management** ## **Description of the charity’s trusts** Type of governing document CIO - FOUNDATION REGISTERED 03 JUL 2018 (eg. trust deed, constitution) How the charity is constituted (eg. trust, association, company)[CIO] Apart from the first charity trustees, every trustee must be appointed for a Trustee selection methods term of 3 years by a resolution passed at a properly convened meeting of the (eg. appointed by, elected by) charity trustees. ## **Additional governance issues (Optional information)** OTE was set up to support the work of Nicki and Alan Lion (“the trustees”), You **may choose** to include plus the work of three partners, Elizabeth Hodgkin (“Liz”), Rebecca additional information, where Mallinson (“Rebecca”) and Welcome Home School (“WHS”). relevant, about: - policies and procedures When the charity started, Liz and Rebecca jointly approach the trustees and asked for assistance. Rebecca had previously been supported by - adopted for the induction and another UK registered charity, but, due to the burden of administration - training of trustees; involved, that charity had asked Rebecca to try to find another UK - the charity’s organisational registered charity able to support her. After discussion, the trustees structure and any wider agreed to provide support. The basis upon which OTE supports Liz and network with which the charity Rebecca is contained in a separate document titled: works; - relationship with any related “Basis Of Working Together OTE and Partner 20180728.docx” parties; - In the summer of 2022, the trustees were approached and asked to - trustees’ consideration of support to the Welcome Home School (“WHS”), Tanzania. After due major risks and the system investigation, including a visit to the school in February 2023, the trustees and procedures to manage agreed to offer the same assistance to WHS as to Liz and Rebecca. them. **Section C Objectives and activities** The objectives of the charity are: “The relief of poverty with particular emphasis on education for the young **Summary of the objects of the** and disadvantaged anywhere in the world.” **charity set out in its governing document** The trustees believe that the provision of education is one very practical way to help people out of poverty and into a worthwhile and sustainable life. March **2012** **TAR** 2 The review of activities and highlights below sets out how the work of OTE provides significant benefit to the public. In terms of finances, OTE benefitted from the continued support of many generous contributors. Income this year was £72,590 (2022: £68,895) and payments to beneficiaries amounted to £71,273 (2022: £69,052). It should be pointed out that the income and payment figures for this year both include an amount £7,400 which represents the return of funds which were destined for beneficiaries and which were returned following a failed bank transfer. **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)** In its decision making the trustees of OTE are aware of and have complied with their duty to have due regard to The Charity Commission’s public benefit guidance when they have exercised any powers and duties to which the guidance is relevant. ## **Additional details of objectives and activities (Optional information)** The trustees wish to thank the following organisations and institutions for their support in the past year: The Erica Leonard Fund The R&H Grey Foundation The T W Roberts Trust St Clare and St Francis Charity You **may choose** to include further statements, where relevant, about: - policy on grantmaking; In addition, the trustees wish to thank the many individuals who have so generously supported the work of OTE in the past year. Without such support, the wonderful transformation of some many young people’s lives that has been achieved would never have happened. - policy programme related investment; - contribution made by volunteers. March **2012** **TAR** 3 Section D Achievements and performance ## **Summary of the main achievements of the charity during the year** The following represent just some of the people and projects that have been supported by the charity in the period covered by this review: ## OTE Projects The main work of OTE relates to sponsoring students. Every student sponsored by OTE is either known to or vetted by the trustees. We seek to help young people who cannot help themselves. We focus on students who are orphans or who have fallen on hard times part way through their education and where it is perceived that there will be considerable benefits if that person is given the opportunity to complete his or her education. In addition, we assist the families of students where we perceive that, in so doing, this assistance will lead to a better overall outcome for the students and families in terms either of the alleviation of poverty or the promotion of education or both. During the year under review, apart from students, OTE also helped: - (a) Establish a Hotel Management Course at St Agnes Vocational Training College in Mtandika, Tanzania. The course started in January 2024 with eight students. - (b) Raised money for a poor couple and their children to help them establish a new life in the United States. ## **Work In South Sudan** Both Liz and Rebecca are committed to helping to support and provide education to disadvantaged children in South Sudan. Since December 2012 an estimated 50,000 South Sudanese have died and hundreds of thousands have been displaced. South Sudan ranks among the worst in the world in terms of literacy, education and deprivation. ## Elizabeth Hodgkin Projects Liz’ main focus during the year was to provide support for St Augustine’s School. In addition, she continued to help a number of students who are nearing the end of their education programmes. Looking to the future, Liz is now of an age where she is unlikely to be able to continue her excellent work. She has therefore taken a decision to start reducing her obligations to individual students. Rebecca Mallinson Projects If you want to read about Rebecca’s inspirational work please visit her blog site: https://living-in-nimule.blogspot.com/ As you will see, in the period covered by this review, things changed significantly. Firstly, after many successful years setting up and helping run Cece Primary School, Rebecca moved on. The situation can be summarised by these sentences from her September 2023 blog: “Problems have arisen between me and the landowners who gave us the land in 2016 through a land agreement. The landowners have now become very hostile and full of demands for their own clan. They have completely no thought for the school or the pupils. The constant chorus has been, ‘What’s in it for us?’ March **2012** **TAR** 4 Section D Achievements and performance White people are seen as rich and are supposed to give to them freely. When I have refused, saying that all the money I have is from fundraising for the specific purposes of education, whether for the school or the deaf children, I am shouted down very aggressively. They are completely ignoring the fact that our school is for disadvantaged families, not just for themselves. I am looking for a way forward as I do not want to see the school fail. We have over 240 pupils and 19 staff, all of whom will lose out if the school collapses. On a personal level, I have taught in the school since 2015 and have very strong teacher-pupil relationships with a good number of our pupils. ” After discussions, including consulting OTE, Rebecca concluded that the right course of action was to move on. She therefore sought to find suitable schools for all the current pupils at Cece Primary School. The buildings at Cece will be managed by Rebecca’s former fellow founders from January 2024, who are hoping to change it into a private school, so they will not stand empty. January 2024 saw the start of a new challenge for Rebecca. Over 150 students from Cece enrolled at Liberty Primary School. Rebecca agreed to join this school as Director of Studies. A number of the teachers from Cece came with her. She summarised her new challenge when she wrote: “At Liberty, we are back at square one. In January there were no school buildings, no toilets, no storeroom or teachers’ room, no food, very few teachers and large numbers of cows around the school site. In short, it has been terribly difficult, but things are gradually taking shape. “ Rebecca has not only shown amazing resilience during these trials, she has continue to support a number of deaf children. Moreover, she even has ambitions in this area. She wrote: “As I have mentioned before, the grand plan is to start a hearing impairment unit in Nimule with the help of Alau, the oldest and most advanced of the deaf students, once he finishes his studies. “ She is a wonderful example of a truly dedicated person helping those in need. Welcome Home School (WHS) Tanzania WHS is a thriving primary school, as the photos on OTE’s website demonstrate. The money collected by OTE and passed to WHS was used for the following purposes: - School fees for 6 children: £2,749 - Accountant's salary support: £1,000 - Chairs and desks for Class 4 (from Kennedy's): £2,250 - Contribution towards building the school hall: £4,000 - The remaining amount (£4,801) was combined with a generous donation from the Czech Republic to purchase a school bus for £10,000. WHS collects money from a variety of different countries, including, as March **2012** **TAR** 5 ## Section D Achievements and performance mentioned above, the Czech Republic. ## **A BIG THANK YOU** None of the above work would be possible without the extremely generous financial support that OTE receives from its many supporters. "We rise by lifting others." ## **Section E Financial review** The charity holds limited reserves. It has little or no ongoing expenditure **Brief statement of the** commitments as all the administration is done by volunteers and all **charity’s policy on reserves** administrative costs are currently covered by the trustees. Where OTE is expecting to sponsor a student for a number of years, the trustees may hold a suitable amount in reserve to cover future years’ costs. However, the amounts so retained are relatively small. As at 31/08/2024 the charity had a total of £6,704 (2023: £5,544) in its bank account. **Details of any funds materially** Not applicable. **in deficit** ## **Further financial review details (Optional information)** The charity’s accounts have been produced on a receipts and payments You **may choose** to include basis. At the year-end, the charity was due Gift Aid from HMRC for the additional information, where period from 14/04/2024 to 31/08/2024. relevant about: - the charity’s principal The charity had no accrued liabilities at the end of this period. sources of funds (including any fundraising); - how expenditure has supported the key objectives of the charity; - investment policy and objectives including any ethical investment policy adopted. ## **Section F Other optional information** None. ## **Section G Declaration** **The trustees declare that they have approved the trustees’ report above.** March **2012** **TAR** 6 ## **Signed on behalf of the charity’s trustees** |**Signature(s)**
**Full name(s)**
**Position (eg Secretary, Chair,**
**etc)**
**Date**|Signed Electronically|| |---|---|---| ||Alan Keith Lion|| ||Chair|| ||26thFebruary 2025|| March **2012** **TAR** 7 **Charity Name No (if any) Opportunity Through Education 1179046** ## **Receipts and payments accounts** **For the period** Period start date Period end date **To from** 9/1/2023 8/31/2024 ## **Section A Receipts and payments** |**Section A Receipts and payments**|||||| |---|---|---|---|---|---| |**A1 Receipts**
Direct Donations
**13,002**
Returned of Failed Transfer
**-**
Give As You Live
**31**
Income Tax Refund
**1,868**
**14,901**
**Sub total**
**Total receipts 14,901**
**A3 Payments**
Payments To Beneficiaries
**13,768**
Travel Costs
**-**
Bank Fees
**-**
Failed Bank Transfer
**-**
**Sub total 13,768**
**Sub total**
**Total payments 13,768**
**Net of receipts/(payments) 1,133**
**A5 Transfers between funds**
**A6 Cash funds last year end**
**4,177**
**Cash funds this year end 5,310**
**Unrestricted**
**funds**
**to the nearest £**
**Sub total**(Gross income for AR)
**A2 Asset and investment sales,**
**(see table).**
**A4 Asset and investment**
**purchases, (see table)**|**to the nearest £**
**24,785**
**-**
**-**
**2,467**
**27,252**
**27,252**
**27,700**
**-**
**-**
**-**
**27,700**
**27,700**
**- 448**
**511**
**63**
**Restricted**
**funds REB**|**to the nearest £**
**Restricted**
**funds LIZ**|**Total funds**
**to the nearest £**
**to the nearest £**
**Restricted funds**
**WHS**||| |||**7,341**
**-**
**-**
**795**
**8,136**|**13,764**||**58,892**| ||||**7,400**||**7,400**| ||||**-**||**31**| ||||**1,137**||**6,267**| ||||||**-**| ||||||**-**| ||||||**-**| ||||||**-**| ||||**22,301**||**72,590**| ||||||| ||||||**-**| ||||||**-**| ||||||**-**| ||||||| |||**8,136**|**22,301**||**72,590**| ||||||| |||**7,580**
**-**
**-**
**-**
**7,580**|**14,800**||**63,848**| ||||**-**||**-**| ||||**25**||**25**| ||||**7,400**||**7,400**| ||||||**-**| ||||||**-**| ||||||**-**| ||||||**-**| ||||||**-**| ||||**22,225**||**71,273**| ||||||| ||||||**-**| ||||||**-**| ||||||**-**| ||||||| |||**7,580**|**22,225**||**71,273**| ||||||| ||**- 448**|**556**
**332**
**888**|**76**||**1,317**| ||||||**-**| ||**511**||**367**||**5,387**| ||**63**||**443**||**6,704**| ## **Section B Statement of assets and liabilities at the end of the period** |**Categories**
**B1 Cash funds**
**B2 Other monetary assets**
**B3 Investment assets**
**B5 Liabilities**
**B4 Assets retained for the**
**charity’s own use**
Signed by one or two trustees on
behalf of all the trustees|**Details**
Santander Business Account
**Details**
**Details**
**Details**
**Details**
Signature
Signed Electronically
**Total cash funds**
(agree balances with receipts and payments
account(s))|**to nearest £**
**5,310**
**-**
**-**
**5,310**
OK
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
Print Name
**Unrestricted**
**funds**
**Unrestricted**
**funds**
**Fund to which**
**asset belongs**
**Fund to which**
**asset belongs**
**Fund to which**
**liability relates**|**to nearest £**
**5,310**
**-**
**-**
**5,310**
OK
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
Print Name
**Unrestricted**
**funds**
**Unrestricted**
**funds**
**Fund to which**
**asset belongs**
**Fund to which**
**asset belongs**
**Fund to which**
**liability relates**|**to nearest £**
**Restricted**
**funds**| |---|---|---|---|---| |||||**1,394**| |||||**-**| |||||**-**| |||||**1,394**| |||||OK| |||||**to nearest £**
**Restricted**
**funds**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**Cost (optional)**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**Cost (optional)**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**Amount due**
**(optional)**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||| ||Signed Electronically|Alan Lion||| |||||| **----- Start of picture text -----**
CC16a
**----- End of picture text -----**
**----- Start of picture text -----**
Last year
**----- End of picture text -----**
## **to the nearest £** **60,488 - 15 8,392 - - - - 68,895** **68,895** **67,432 1,570 50 - - - - - - 69,052** **68,549 1,247 - 4,297 5,544** Dat8 of approval 212612025 CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts SeGtion A Independent Examiner's Report Report to the trusteosl members of Opportunity Through Education On accounts for the year ended 31° August 2024 Charity no {if any) 1179046 Set out on pages I report lo the trustees on my examination of the accounts of the above ¢harily I'the Trust") for the year ended Responsibilities and As the charity trustees of the Trust, you are responsible for the preparation basis of report of the accounts in accordance wtth the requirements of the Charities Act 2011 1.the Acfl. 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 the applicable Directions given by the Charity Commission under section 14515llbl of the Act. I have cornpleted my examination. I confirm that no material matters have come to my attention lolher than that disclosed below "l in connection with the examination which gives me cause lo believe that in, any material respect.. accounting records were not kept in accordance with section 130 of the Act or the accounts do not accord with the accounting records Independent examinerfs statement I have no concerns and have come acros5 no other matter5 in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts lo be reached. Please del te the words in th8 brackgts if they do not apply. Signed: Date: 2 APR 2025 Name: lth> Rfj8GRT Hv Relevant professional qualificationlsl or body lif anyl- Address: CHARLES R. HUME, FCA Pittold. Hurtrnorg Road, GodalmiThg. Suryey. GU7 2RB 01483 th1￿02 &07W 128152 Email.- thèrleshume@aol.eom IER October 2018 Section B Disclosure Only complete if the examiner needs lo highlight 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. IER October 2018