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2023-09-30-accounts

Trustees’ Annual Report for the period

From 01/10/2022 Period start date To 30/09/2023 Period end date

Charity name: Oasis Relief

Charity registration number: 1181996

Objectives and Activities

SORP reference
Summary of the purposes of
the charity as set out in its
governing document		 Para 1.17 The relief of poverty and the
advancement of education and health in
Zambia 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		 Providing or assisting in the provision of
education, training, healthcare projects
and all the necessary support designed
to enable individuals to generate a
sustainable income and be self-sufficient.
Advancing education for the public
benefit by providing and assisting in the
provision of facilities for primary
education of children and vocational
training of older children and adults in
Zambia.
Advancing health for the public benefit in
particular but not exclusively by 1:
providing clean, safe water through the
sinking of boreholes within communities
in Zambia. 2: Providing and assisting in
the provision of facilities for the delivery
of health care for communities in Zambia
Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit		 Para 1.18 We have worked in accordance with the
guidance issued on public benefit by the
Charity Commission

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

SORP reference
Policy on grant making Para 1.38 We dig boreholes in areas of significant
need in Zambia. We assess this need
against criteria which assess the number
of people who will benefit, the level of
risk associated with their current water
supply and how far away their current
water source is.
The schools and clinics make application
to us for specific projects with costings.
We then assess how much this will
benefit the local population and make
contributions based on that. The
provision of receipts is a requirement of
our system.
Our aim is to carry out annual due
diligence visits to inspect the funded
projects and assess further development
needs. These visits were not possible
during the Covid travelling restrictions.
During that time we relied on electronic
communication, photographs of current
situations and completed works and the
provision of receipts for all money spent.
We were able to complete a due diligence
visit to Zambia in October 2023, and a
further visit is planned for October 2024.
Policy on social investment
including program related
investment		 Para 1.38
Contribution made by
volunteers		 Para 1.38 We do not have any formal volunteer
arrangements but receive a lot of support
from friends.
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 During the reporting period we have
achieved the following:-
1: Hope in Christ School – continued
support in funding requirements which
included replacement tables and chairs,
new textbooks and other school supplies
2: Good Shepherd School – helping with
provision of educational equipment and
also cleaning/sanitising equipment and
materials which satisfy Health Board
requirement. Funding was provided to
assist with repair of the electricity supply
to the school. Financial support was
given for the licences and registrations
which are part of the legal requirements
for the school to continue operating.
Financial support towards the allowances
[wages] for teachers and other staff was
continued. As a means of income
generation to support the school there is
an associated farm which grows crops.

Crops are sold to raise funds as well as supplying some meals for the school children. Financial assistance was given for fertiliser and harvesting costs. 3: Hilda’s Clinic and Maureen’s Care Centre - Provided financial support for both clinics to be able to provide medication and also their legal licence requirements/registrations. In addition an X-ray machine was funded for Maureen’s Care Centre and also electrical supply work 4: Boreholes – during the reporting period we provided funding for 5 complete boreholes and the provision and fitting of two additional hand pumps attached to existing boreholes. In August 2023 funds were sent in advance of the drilling which would be done in October 2023 during the due diligence visit which comes under the next financial year [8 complete boreholes] 5: Two supporters of the charity have continued to provide sponsorship for two students accessing further education.

Additional information (optional
You may choose to include further statements		 Additional information (optional
You may choose to include further statements		 where relevant about:
Achievements against
objectives set		 Para 1.41 We do not set any specific fundraising
targets. We fund what we can afford
based on our income.
Income in this reporting period has
increased significantly [from £32,152 to
£68,180]. This is a consequence of
several factors:-
1. Gift Aid [£12,300] which included
part of the previous year as no
claim was made for over 15
months
2. A commitment has been made by
2 supporters to sponsor 1 student
through secondary school and 1
through university. Associated
costs increased significantly
during this reporting period and
so income and expenditure
increased accordingly.
3. Donations against specific
fundraising activities through Pay
Pal Giving Fund. Eg. Personal
challenges, music and arts
fundraising project and charity
sales through Ebay.
4. Matched funding through
Morrisons following a Charity
Bake Sale.
5. Money donated specifically for
Memorial Boreholes – total £8,000
in this reporting year.
Performance of fundraising
activities against objectives
set		 Para 1.41 We do not set any specific fundraising
targets. We fund what we can afford
based on our income which is received
as donations from our loyal supporters.
This is a mixture of regular monthly
donations, and one-off donations.
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 Income:£68180
Expenditure:£79033
Cash in bank:£14471
Statement explaining the
policy for holding reserves
stating why they are held		 Para 1.22 No policy for holding reserves. The
money in the bank account is available to
use as needed.
Amount of reserves held Para 1.22 None
Reasons for holding zero
reserves		 Para 1.22 As the charity has no employees or long
term financial commitments such as
premises etc we do not seen a necessity
for reserves.
Details of fund materially in
deficit		 Para 1.24
Explanation of any
uncertainties about the
charity continuing as a going
concern		 Para 1.23 No uncertainties about continuing as a
going concern
Additional information (optional)
You may choose to include further statements		 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 Donations from public.
Fundraising by friends and
colleagues/sponsored events/charity
stalls etc.
We also received several larger
donations to sponsor the sinking of
boreholes.
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 Trust Deed
How is the charity
constituted?
(e.g unincorporated
association, CIO)		 Para 1.25 Charitable Trust
Trustee selection 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		 Para 1.25 To be selected by current trustees as
being eligible to serve as a trustee and be
passionate about the aims and objectives
of the charity.
Additional information (optional)
You may choose to include further statements		 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 To direct any new trustee to the Charity
Commission Welcome Pack and online
information
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 Oasis Relief
Other name the charity uses
Registered charity number 1181996
Charity’s principal address Lynden
Old Lane,
Hawksworth Village,
Leeds LS20 8PD

Names of the charity trustees who manage the charity

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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)
Bernadette Larkin Trustee
Pamela Joyce Trustee

– Corporate trustees names of the directors at the date the report was approved

Director name None

Name of trustees holding title to property belonging to the charity

Trustee name Dates acted if not for whole year
None

Funds held as custodian trustees on behalf of others

Description of the assets None held in this capacity Name and objects of the None charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for Not applicable 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. Slgned on behalf ol the charlty's trustees Signaturels) Full name(s) Posttion (eg Secretary, Chair, etc} gEeoJAPeift L4Q4& G+4ht¢ Date 3.7.

Charity Name
 Charity Name
 Charity Name
 No (if any) CC16a
For the period
from		 Period start date To Period end date
Section A Receipts and payments
A1 Receipts
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Sub total -
Total receipts -
A3 Payments
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Total payments -
Net of receipts/(payments) -
A5 Transfers between funds
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A6 Cash funds last year end
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Cash funds this year end -
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 £
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Restricted
funds		 to the nearest £
Endowment
funds		 Total funds
to the nearest £
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to the nearest £
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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
Details
Details
Details
Details
Signature
Total cash funds
(agree balances with receipts and payments
account(s))		 to nearest £
to nearest £
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OK
OK
to nearest £
to nearest £
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Cost (optional)
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Cost (optional)
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Print Name
Unrestricted
funds
Restricted
funds
Unrestricted
funds
Restricted
funds
Fund to which
asset belongs
Fund to which
asset belongs
Fund to which
liability relates
Amount due
(optional)		 to nearest £
Endowment
funds
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OK
to nearest £
Endowment
funds
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Current value
(optional)
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Current value
(optional)
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When due
(optional)
Date of
approval

Independent examiner's report on the accounts

Section A Independent Examiner’s Report

Report to the trustees/ Charity Name Oasis Relief members of On accounts for the year 30 September 2023 Charity no 1181996 ended (if any) Set out on pages 3 and 4 (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 DD / MM / YYYY .

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 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 (other than that disclosed below *) 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 order to enable a proper understanding of the accounts to be reached.

Date: 23 July 2024 Signed: Name: Mark Pownall Relevant professional ICAEW qualification(s) or body (if any): Address: Bosavern Old Lane, Hawksworth Leeds LS20 8PD

1

October 2018

IER

Section B Disclosure

Only complete if the examiner needs to 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 .

None

2

October 2018

IER