## **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** |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)**| |---|---|---|---|---| ||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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**Unrestricted**
**funds**
**to the nearest £**
**_Sub total_**_(Gross income for AR)_
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**(see table).**
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**purchases, (see table)**||**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
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**funds**
**Fund to which**
**asset belongs**
**Fund to which**
**asset belongs**
**Fund to which**
**liability relates**
**Amount due**
**(optional)**|**to nearest £**
**Endowment**
**funds**| |---|---|---|---| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||OK| ||||**to nearest £**
**Endowment**
**funds**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**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** . - **Responsibilities and** As the charity trustees of the Trust, you are responsible for the preparation **basis of report** of the 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 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: - accounting records were not kept in accordance with section 130 of the Act or - the accounts do not accord with the accounting records 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. * _Please delete the words in the brackets if they do not apply._ **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**