Annual Report and Accounts The Helen Loewenstein Memorial Trust The year ending 31st March 2024 (Charity number 1181595) Page 2-12 13 14-16 Contents Trustees, annual report Independent examiner's report Receipts & payments account & Statement of assets & liabilitie5 WMori•lTnty-AnnwlRegort•￿knQ￿n154l￿1Ial3 iomarth 2024 P4el The Helen Loewensteln Memorial Trust Trustees. Annual Report for the year ended 31 March 2024 Full Mme The Helen Loewen5tein Memorlal Twst Organlsatlon Typ• Charltable Incorporated Organisation RegI5tered chBrlty number 1181595 Prln¢lpal address 22 Larwood Grove Nottin8ham NG5 3JD Tfuste Carol Susan Mcctsrmick Celia lane Knight Charmaine Melissa Oalev Esther Draycott (from 15111120231 Geor8e Arthur Mayor Joseph PFarvey Goodman (Treasurerl Michael Jarne5 Cottle (from 15111120231 Secretary to the Trustees.. Jessle V4ner Nichola5 Robert Loewenstein Peter Loewenstein Ichairpersonl Phillppa Mary MacKelth Roger Williams (until 1105120231 Stella Alys Louise Nickolay Zat)ele Ndhlovu (from 1SIIV20231 Independent examlner David Sadler. Chartered Accountant, Woodborough. Nottlngharnshlfe. Go¥•m•nc• arbd man•8ement The chal￿ty is operated under the fules of its constit￿lon adopted 16 012019. When appointln8 new Trustees, crlterla are set by current Truslees and, on that basls, known people are ¢8nvassed and interviewed If Snterested. Objealves and artl¥ttles The object of the CIO is the advancement of education, for the public benefit, in particular but not exclusively, by maklng grants to student midwives in Liberia who would not otherwlse have sufficient funds to undertake their training to become qualifted midwives. Publlc benefit statement The Trustees confirm that thty have compliÈd wsth the duty in sectlon 17 of the Charltle5 Act 2011 to have due regard to the Charlty Commlsslon's general guidance on public benefit. 'Charities and Public Benefit,. T￿ WknnL0ÈWEnst￿ meM(￿laIT¥￿t-kn￿￿￿ft￿oltl￿d￿co￿rt1S￿1L2023 to 2024 Pa8e2 A positive year of achievement for HLMr As the world moved away from the shadow of Co¥id. The Helen Loewenstein Memorial Trust IHLMT) and its supporters have moved foThward positivety in 2023-2024 via a variety of activities and events.. In Septernber 2023. two more rnidwifery students. Lorpu Wolewu and Patience Dee were offered 8Tants to cover their fees and essential expenses at the Phoebe-Esther Bawn Colle8e of Health Science5 IPEBCHSI in Zorzor. Liberia. bringing the toial to 10 Siudents feceiving HLMT Brant5. Th4$ was largely made p055ible by the generosity of our sUPPOrters. The flrst HLMT-sponsored students, Aminata Sumanie and Suah Valai. are due 10 8raduate in May 2024. Lorpu Wolewu ond Potieftte Dee HLMT's brilliant 5UPPOrters continued to back HLMT wrih standln8 orders and one-off donation5, the lifeblood of the or8ani5ation. Thi5 amounted tOjU5t over half of ihe trust's income Evenis and activlties run by HIMT and its supporters included two sold-out live muslc evenings. plant and craft 5ta115 and ihe sales of mer¢handlse, much of It made by supporters. These raised lust under £10,￿0 for the tnjst Our onllne Etsy shop has sold crafts and other merchandlse, ¥Ath rnany HLMT 5UPPOrters maklng 8reetin85 card5, Opfons. cushion cover5. ba85. buntin& lavender b3Bs etc. HLMT Trustee5' brilliant work ha5 continued. wfth some attending seminars and meetlngs and others promoting HLMT in the press and on radlo In total. we h4ve managed to raise over £19.￿ during the year, thanks mainly to 8enerou5 donatsons by supporters and friends, fundraising events and our online sales of merchandise Details on all these points and more a￿ bn the rewrt that follows. P403 Mission and Objectlves The Helen Loewenstein Memorial Trust's mission is simple.. to suprA)rt initial fflidwifery tfaining in Liberia by making Brants to cover the course-fees and essential study expenses of student midwivès who would not otheTWi5e have SLrfficient fund5 to train to become ouallfied mldwlves. In ordèr to achiève this mission. r(s key goals are: to raise funds to pay for the grants thfough donations, 5t3nding orders, bequests, grants and events to fund the training of a small number of student midwives tn Liberia, and to tund at least two new students eath year as funds and worklng arran8ements wlth partners in tibefia grow and develop All of the Trusvs endeavoufs and artfv4itles have been directed at achiewng Its mlsslon and 8oals. Key HLMT Obledl¥es include.. Funding the training of a small number of student midwives in Liberia and to increase that number as funds and workin8 arran8ements with partners in ￿beria grow and develop Contlnuln8 to develop posltive felationships with key Liberian stakeholders Raislng funds to pay for studentgrants through donation5, Standin8 orders, bequests, 8rants and events Encouraging individual supporters to make one-off don•iions, set up standln8 orders and leave le8a¢ies in their wills Makin8 bids to funding organisations to raise some of our inctyne Work5ng toward5 ralsin8 sirfft¢ient fvnds In order to Invest £2(M).(KKI In ethlcal financlal rnarket Investments and deposlt Investments to ensure the long-term financial sustainability of the Tyust and its work Runnlng and belng Involved In a range of events to 5pYead awareness of HLMT and ralse funds Maklng and selllng mefchand15e onllne and at events to ralse funds and promote HLMT Promoting HLMT throu8h a range of soclal rnedla and other promotlonal activities in order to maximise awareness of and support for HLMT Trustees- steerlng the work of HLMr The Helen loewensteln Memorlal Trust had twelve Trustees at the end of the financial year. They have wofked as a united team to lake forward the work of the Trust. Between them. the Trustees have worked In the Pfivate, public and third sectors and bring a formidable range of skills and experience to the Trust. All of them have been artively involved in the wk of HLMT during the year. or8anisln8 and runnlng events, maklng and dlstrlbuting Items for sale, mana8in8 the trust'5 finan¢e5. writin8 fvnding bids. developln8 webslte content, drafting poliaes and proceduresand giving talk5. TheTrustee commlttee welcomed three new Trustees in November 2023, Esther Draycott. Mlkey Cottle and Zanele Ndlovu. Th*M*kn a)231tsMarth 2024 Pa4e4 The Trustees have mei four tlmes durln8 the year to dlKuss and take forward the work of the Trust,. on Ilth May lalso the AGMI. 13th September, 15th November and 7th February. The Mefthandise sub-committee and the Grants 5vb-committee have also met re8ularly. On a pratticèl levÈl the Trustees have overseen the development of the HLMT webslte.. clrculated four newsletters to supporters and set up a supporters, database,. Pllrchased Liberian Lapa materia15,' and tO8ether wlth supporters. produced HLMT 8feetin85 (afds and uafts for sale. One Trustee gave an extenslve interview about HLMT on B8C Tadlo. Some Trustees take on specific work. Harney Goodm3n is HLMT Treasurer, fesponsible. among other things, for presentin8 accounts, makir* and monitorin8 investments and claimin8 8ift aid. Stella Nickolay produces much of the trust's publlclty and coordlnates the merchandlse sU￿£0Mmittee. Carol Mccormick. Cella Knlght and PSppa MacKeSth are also member5 of that sukommrttee. Pippa MacKelth coordlnates the Trust's cruclal data protection activities. And Mikey Cottle is coordinating our safe8uardin8 poliq and procedures. And Pete Loewenstein, Geor8e Mayor, Harney Goodman and Stella Nsckolay are members of the grants sub-committee. The Chalr and Treasurer ensured that HIMT annual report and accounts were independently examlned bv accountants CA Plus and submittèd to the Charity Commission. They also mana8ed HLMfs di8ltal account. keeplng vla Qulckflle Sof￿are, which enables Trustees to recelve re8ular reports on the Tru5t'5 finances. Supporters - our backbone From the outset. HLMT supporters have been the backbone of the Trust. Many of them have contlnued to make donations, sign standing orders, buy HLMT mer¢handise arKI attend online events. Some supporters have indicated that HIMT Is included In thelr wills. Supporters who contribute regular monthly or annual standing orders ensure that HLMT has a regular income stream. Trustees continue to be supported by very skilled volunteers: Alex Mottier ha5 Tnaintained and developed the excellent HLMT website that she set up, ￿.￿1ML￿.uk,' Charlotte Christlne. who set up HLfvWs Etsy onlir)e shop Iwhich can be found httP.5'.1]www.et5y.com]uklshopJHLMTMerchandi5el continues to develop and malntain the slte,. Jessie Viner does a wonderful job of taking and circulating the detailed minutes of HLMT Tru5tees' meetings,. ènd Russell Taylor has active￿ coordinated and developed HLMfs social media Presen￿.. Facebook https".Ilwww.laceboo HLMemorl•l Instagram- @HLMT_Ch•rlty Hekn i4ewer0￿I4efft0￿WIT1￿S1-AnnL￿1Pep0rtWdICc¢￿￿ltsWI￿3 10 tr1¥ch2￿4 Mlmfcords ,>> Supporters h￿e also spent many hours maklng greetings cards, craft products and merchandise, and helpin8 to staff HLMT stalls and events. These artrve sUPPOrters have included Annette Greenland, Arline Hopton, Barbara Bates, Beryl Arbery, Charlotte Christine. Chris Jefferson, Diane Beechcroft. Emma Eckhardt. Ingrid Green, lan Draper, Jane Bramley. Janet Pether. lennie Flemin& Joan Morris. Lee Harrison, Lin Fenn, Liz Mayfield. Lyn 8ell, Ma88ie Grlm5haw, Ma88ie Jor*es. Michael Boyle. Mike Rourke, Pam Machar, Pat Sands, Paula Brady, Ro8eT Williams, Ros Evans, Sally Victorian. Tbna Pampltrn and Wendy Pratt. We have èntoura8ed •ll supporters to $18n up with EasyfuThdralsln8'. htt www.eas ndralsln .or by ueating a personal account and then choosingThe Hesen Loewenstein Memorial Trusi as thetr 8ood cause. Each online purchase then generates a small income for HLMT. The amount raised this year by those who've signed up to Easyfundraising is over £160. HLMTTrustee5 would like to Say a hu8e-thankvo￿ to HLMT supporters for thelrlnvaluable supportof the trust's work. PKe6 Artivitles and achievements April 2023 to March 2024 a} Devdopmerts In Lll)erla- 2 additional Students spon50ved by HIMri HLMT and the Phoebe-Es1her Bacon College of Heakh Sclences IPEBCHSI In Zorzor negotlated and agreed Memorandurn of Understanding in 2020. Thefr"rst two mhlwifery students sponsored by HLMT, Arninata Sumanle and Suah Valai, began their three*ear trainirvd course in 2020 and are due to graduate in May 2024. As a result of very generous don•tions by some HLMT supporters. we wefe able to supporr an additional four students in 2021-2022, resulting in Bernetta Kesselly, Dorcu5 Akoi, Janet Davis and Vl¢toria Ballah beln8 awarded HLMT grants. The student s*l*ction panel always includes Esther Bacon teachers and HLMT'S long5tandin8 representative, Abdul-rahman Bah, a Libersan colleaguè and friend of Helen Loewenstein who has a Ma5terfs degree in Public Health from Nottingham Trent University. In July 2022 two further 5tudent5, Annie Sumo and Ruth Harrls. were selected to receive HLMT grants. And in September 2023, Lorpu Wolewu and Patience Dee began their Studleswlth HLMT5pon50r5hlp. Thls brlw totertthe number of sludents beln8SUPPOrted by HLMT grants. All the students meet the HLMT criteria.. they have the appropriate academic qualiflcatlons and they require financial support in order to enrol on the midwifery ccmjrse. All the students have indicated a desire to pursue thelr careers In the rural areas where they 8rew up once they quallfy. HLMT pays the students. tuition fees, accommodation. initial equipment and fees for thelr professlonal re8lStration exarn. We receive feedback after every sernestef on the 8rades and attendance ol each student, We are dellghted to report that PEBCHS reports show that all ten HLMT 5tudertts are makln8 excellent progress, all of them achSevln8 between A or C grades in all subjects. Liberian midwifery training moved from three*ear diploma courses to four-year de8rees two years a80, and PEBCHS Is one of the Instltutlons choseft to make an early transltlon to degree courses. HLMT was asked whether It could support the extra yearf5 trainir¢g for all r15 Students. Including those who had Inltlally enrolled for a three- vear course. Since four-year de8ree courses wjll become the 8old standard in Liberian midwifery trainirn& HLMT Trustees unanimously a8reed to support all its sponsored students for the extra year. This adds an extra £9c￿ to the sponsorshlp costs of each student. HLMT asked key Liberian stakeholders, In¢ludln8 the Mlnlstry of Health. the Llbefla Board for Nurslng and Mldwifery. the Liberian Midwives Assoclation and the Phoebe-Esther 8acon College of Health S¢ien¢es, to formally endorse the work olihe Trust. We are delb8hted to report that all these agencles have done 50. •4••41- 141* All the students meet the HLMT criteria.. they have the approprfaie academlc quallflcatlons and they require sponsorship in order to enrol on the midwrfery course. All ihe students have indicated a desire to pursue their careers in the rural areas where they grew up. once they qualify. HLMT pays the Siudènts. tultlon fees. accommodation. Inltial equlpment and fees for thelr professlonal registration exam. We receive feedback after every semester ot) the grades and attendance of each student. We are delighted to report that Esther Bacon reports show that all eight HLMT students are makin8 excellent pro8ress, all of them achieving either A or B grades in all subiects. Llberian midwifery trainin8 is movin8 from three-year diploma courses to four-year de8ree5. and esther Bacon Is one of the institution5 that has been chosen to make an ear￿ transition to degree courses. HLMT was asked whether It could support the extya yearfs tralning for all its students. indvdin8 those who had inltlally enrolled for a three-year course. Slnce four-year degree courses wlll become the gold standard in liberlan midwifery trainin& HLMT trustees agreed to 5UPPOrt all rt5 sponsored students for the extra year. Thls wlll add an extra £900 to the sponsorship costs of each stbjdent. HIMT asked key liberian Stakeholders, includin8 the Ministry of Health. the Llberian Board for Nurslng and Midwifery, the Liberian Midwives Association and the Esther Bacon School of Nur5in8 and Midwifery, to formally endorse the woik of the Trust. We are ddi8hted to report that all these agencies have (lor)e 50. b) Events In the UK Over the past year HLMT and Its supporter5 have been able to or8anlse a wide varlety of events and actlvltles after Covld100sened 115 grip. These included.. HLMT crafts and plants stslls outsKle the Crlmson Tree Café In She￿￿0￿ on 15th Aprll 2023 (which ralsed a hu8e £8801, at Sherwood Aris Week craft fair on 17th June 2023 and at Chllwell Gara8e Market on 25th lune 2023 HLMT stall at the Nottin8ham Green Festlval on 10th September 2023. whlch ralsed over £61Y) I4fTa4y4￿h Nothnghom Green Festm A HLMT artslcraftslplants stall at St Martin's Church, Sherwood on Saturday 30th September 2023 A HLMT lundraisinB Zumbathon on Saturday 4th Novernber 2023 Pa8e8 A sold-out Live music evening featuring three worbderful bands on Frlday 24th November 2023 Another sold-out Live Music Evenin8 once a8ain. on Saturday 10th February 2024 In October and December 2023. HLMT ran craft and plant stalls * Sherwood Ve8an Market HiMTstoll Apart from providln8 wonderful Ilve musi¢ and entertalnment each of the muslc evenlngs iai5ed over £],￿ towards HLMT fvnds, each more than suffkient to fvnd • Uberl•n mldwrfe's tralnlng for J full year. Some events, ift¢ltJdin8 Others or8anised by HLMT supM)rters, deserve special mention.. Roger Wllllams, HLMT supporter and fonner Trustee. ran the Robln H¢)od Half Marathon for HLMT on Sunday 24th September 2023. RoBer Benerously completed this, both to raise funds for HLMT and to prove that he could do itl On a windy day Roger came home in under three hours. and raised speciacular £12CQ for HLMT. Huge thanks go to Roger and those who supported and sponsored hlm. Roger will￿M5 P4e9 Cake Sale by Maternlty Unlt Stsff •t NottlnÉham Clty Howtal for HLMT. In mid-october 2023 the maternity staff at Nottingham's Cty Hospital Spent two days bakin& sellin& buwn8 and eating a large selectlon of delicious cakes. This event raised a WHOPPING £525 for HLMT fund5. Huge thanks 80 to all maternity unit staff at the City Hospital and to Jennlfer Ross for COOfdinatin8 the event. Cokesule HLMT Zumb•thon. Saturday 4 November 2023. Thlrty*l8ht Zumbathoners Ilt up the hall wlth thelr energy and loy. Ch•rm D•ley, HLMTTrustee and herself an experlenced Zurnba in5tru¢tor and fourother brllllant Zumba instructors led the Zumbathon. RESULT over £l(KKI raised for grant5 to LiberSan midwifery Siudents. study and accommodation Ma8nificentll Special thanks to Charm Daley for or8anlsln8 the event. +y Zumbotlron Pwio Uve Mu￿( ¢¥enln& Frlday 24th November 2023. Yet anoiher great night of musiG played to a pa(*ed house, with three very talented groups providing rith entertainment. The result (apart from a good night's music and dancing) - £10(￿ ralsed. Perfomiing were Strawberry Jammers. Pitch and MIX and Jelly. Big thanks to the three groups for a quality evenin& to Roger Williams for coordinatin8 the musit acts and to Dave Martin on sound. iu , .vii[I','; ¥e MUSK ¢¥enin9 No¥ember2023 Lb¥e Musk tv•nO￿ Saturday 10th Febru•ry 2024. A fiJll, sold-out hall was entertained by three wonderful bands. TheTem)Snal Five Experience. Lowered Tones and jelly. At the end of a loyous evenSn8, thanks to the effort ol the bands and audience, over £l,ICQ had been raised towards HLMT funds. Masslve thanks 80 10 the bands. also to Dave Martln who dld a great jtsb on sound. irt musicevenuTo FeDnmry1024 Details ol all ol the events above be fwnd on the HLMT website at htt lrnt.o All the events organised during the year by HIMT and its supporter5 were realty successfvl, and down to the hard work of those who volunteèred to help Nn them. Sherwood United Reforn)ed Church is due a special word of thanks, for their onBoin8 SUPPOrt of HLMT and for making thelr premlses and faclllties available for HLMT events at suth reasonable cost. Pay 11 c) Inve5tlnK some HIMT lunds to ensure loni-temi swtslMWIIty If HLMT were to Stmply spend all the funds we raise on grants to students. with4n a very few years our funds would dry up and the Trust would have to be wound upl In order to ensure that grants Can Continue to be made into the future, HLMT Trustees agreed to.work towards raising sufficient funds In order to invest £2(KJ.¢XX) in ethical linancial market investments and deposit investments to en5vre the Iong-term financial sustainability of the Trust and its work." The first £46.CQO was invested in Octobef 2021. This year the Trustees have transferred a further £50,(KJO into two 12-month fixed-term deposFt attounts in 2023. The plan *s that il HLMT is eventually able to invesr £2CQ.LUJ. then at an average rate of retum of 5% Ilower on our cautlous ethical investments than high-risk open-market investments) HLMT will have £lO.OC(I to support student 8rants each year. For now. we eontlnue to rely on supporters. donations and events, etc. Havin8 esiabllshed a su¢cessful mode of operation in Liberia over the pasi three years, we a￿ also looking to support some future students through grants from grant-making Trusts. The grants SLJb