OpenCharities

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

2022-06-30-accounts

Overseas Development and Education (ODE) Charity Number: 1188338

Trustees' Annual Report & Financial Statements for the Period 1[st] July 2021 to 30[th] June 2022

August 2022

Contents

1

Overseas Development and Education (ODE) Trustees’ Annual Report & Financial Statements for the Financial Period from 1[st] July 2021 to 30[th] June 2022

Reference & Administration Details

Charity Details:

Name(s): Overseas Development and Education (ODE)

Number: 1188338 Address: 12 Brownberrie Gardens, Horsforth, Leeds, LS18 5PS UK

Names of Trustees of the Charity

Name Appointed Mr James A Cape 4[th] March 2020 Mrs Evelyn D Cape 4[th] March 2020 Mr Leo James Cape 4[th] March 2020 Mr John Cape 4[th] March 2020 Mrs Anne-Marie O’Connor 4[th] March 2020 Mrs Rosemarie D McDonald 4[th] March 2020 Mr Richard A Gallagher 4[th] March 2020 Mrs Luisa Rigor 17[th] April 2021

Names & Addresses of Advisors

Role Name Address Bank Virgin Money 94-96 Briggate, Leeds, LS1 6NP Bank Wise 56 Shoreditch High St., London E1 6JJ

Names of Trustees, Roles with Delegated Responsibilities

Name Role Mr James Anthony Cape Chair Mrs Evelyn Donado Cape Liaison & Communication Officer Mr Leo James Cape Finance Officer Mr John Cape Mrs Anne-Marie O’Connor Secretary Mrs Rosemarie Donado McDonald Social Media Officer Mr Richard Anthony Gallagher Mrs Luisa Rigor

2

Structure, Governance & Management

Description of the Charity's Trusts

Type of Governing Document:

Constitution

How the Charity is Constituted:

Charitable Incorporated Organisation - Foundation Registered 4[th] March 2020

APPOINTMENT OF TRUSTEES As set out in the Articles of Association, the maximum number and minimum number, respectively, of the trustees may be determined from time to time by ordinary resolution. Subject to and in default of any such determination the maximum number of trustees is eight and the minimum number of trustees shall be three. New trustees will be appointed and thoroughly vetted prior to appointment by the current trustees. It is not expected that any of the trustees will resign from the charity. There is no formal training programme provided to trustees, however they are briefed on their legal responsibilities and supplied with a copy of the Memorandum and Articles of Association. They are also made aware of external training opportunities and encouraged to participate if appropriate. They commit to uphold the aims, vision, mission and values of the organisation. A list of trustees who served during the financial year ending 30[th] June 2022 is included on page 2 of this report.

Additional Governance Issues

MANAGEMENT OF THE CHARITY The charity is governed by the board of trustees, which meets three times a year. The composition of the board is monitored on a regular basis to ensure that all members have the necessary skills and expertise to govern the charity. A budget is set annually and submitted to the trustees for approval.

REMUNERATION The trustees are the key management personnel of the charity, in charge of directing, controlling, running, and operating the charity on a day-to-day basis. All work is voluntary and there is no remuneration.

3

Objects

Statutory Declaration on Public Benefit

The trustees declare that they have complied with their duty to have due regard to the guidance on public benefit published by the Charity Commission in exercising their powers or duties.

Fund Raising

ODE raises funds from the public but does not work with professional fundraisers or commercial participators.

Additional funding came through donations for mugs, clothing and cakes.

Clothing, mugs and cakes .

4

Executive Summary

Activities, Achievements & Performance

ODE is a recently formed British charity which was registered on 4th March 2020 in England & Wales. Money has been raised through sponsored walks in the UK and through the sale of mugs, clothing and buns. All of the monies and donations raised have been paid out as awards or used to purchase tablets with a small balance held as a reserve.

The date of our primary fund raising event, a sponsored 10 mile walk around Cannock Chase, an Area of Outstanding Beauty was 29[th] May 2022.

The charity has already started to grow, yet despite its size has already made a significant impact on the lives of many disadvantaged students, particularly those in remote areas of The Philippines.

This year has seen a period of consolidation with considerable preparation being made towards developing further partnerships between schools in the UK and the Philippines.

As a result of the COVID 19 virus The Philippine Government decided to move all education from formal classroom study to online and modular work away from schools. The Board of Trustees therefore decided to select a number of elementary schools and provide them with some of the resources necessary to enable education to continue.

Tablets

A number of computer tablets have been purchased and reprogrammed with educational software for use in the schools that have been identified for support. The first two batches of tablets have already been shipped to the Philippines and will be available for the start of the new academic school year in September 2022 should the students return to school. Once the tablets are in use by students, an evaluation of the programme will be made in order to determine the impact of the project on students learning and if successful, should the project be further expanded.

The software used in these tablets is based on the Global XPrize funded by Elon Musk.

Transparency

ODE is determined to be transparent and all money raised, has been used solely for charitable purposes. The charity has no expenses and any work has been on a voluntary basis.

Local Representative

5

In December 2021 Mr Leo Gunay was appointed as our local representative. Schools

Five schools were selected, three on and next to the island of Panay, one on the island of Mindanao and one in the mountainous region of Ifugao in the north of the country.

Ifugao

Hucab Elementary School, Kiangan, Ifuga

Panay Island

Pook Elementary School, Kalibo, Aklan Igpaho Elementary School, Tubungan, Iloilo Langantan Elementary School, Gigantes Sur

Mindanao

Balila Elementary School, Lantapan

Prizes were awarded to some students in all of the partner schools as a form of encouragement and help for these individuals as they progressed to High School.

The second part of this year has focused on acquiring and supplying tablets in preparation for the upcoming school year starting in Sept 2022 when it is hoped, the schools will return to full face to face learning.

.

6

Impact

1 Balila Elementary School, Lantapan, Bukidnon, The Philippines

At around 2,000 feet Balila is one of the fourteen barangays in the municipality of Lantapan in the province of Bukidnon on Mindanao Island in the south of the Philippines. Balila, a large elementary school with around 1,200 students was provided with some toner and masters for their laser copier.

Impact

The following students were awarded prizes at the end of the 2021 school year for their attitude, resilience and determination to continue with their learning during Covid.

Kenth zyre Romeo Hiyan Brant Nathan Tamayo Rubin Jonnabel Acapulco BalagnoJulia

Kintergarden Nichole L. Rubio Erza Steffi P. Carpentero Nyhgie Ace G. Cardosa

7

2 Hucab Elementary School, Kiangan, Ifugao, The Philippines

Hucab Elementary School lies in the mountainous Ifagao Province near the town of Kiangan. This is a small school with around 140 students

A box was shipped to the school containing school books for use in a library. Included also was some clothing intended for the parents in this mountainous community.

Impact

The following students were awarded prizes at the end of the 2021 school year for their attitude, resilience and determination to continue with their learning during Covid.

Alondrey Lyka Balanti Alkhane Kim Buligon Denver Ballogan

8

3 Igpaho Elementary School, Tubungan, Iloilo, The Philippines

Igpaho Elementary School lies in the mountains near the town of Tubungan around 90-minute drive from Iloilo, Panay’s biggest city.

Impact

Students have taken work home and successfully completed it using the photocopied materials provided. The paper has given them the opportunity to record their findings and submit work for evaluation.

The following students were awarded prizes at the end of the 2021 school year for their attitude, resilience and determination to continue with their learning during Covid.

Re-jan T Tacaisan Christy E Talaman Charis T Operio Mica A Talaman

9

4 Lantangan Elementary School, Iloilo, The Philippines

Lantangan Elementary School is on Gigantes Sur Island which is part of the Gigantes, a group of 10 islands of the north east coast of Panay around 18 kms from the mainland.

Destroyed by Typhoon Ursula (Phanfone) on Christmas Day 2019, Super Typhoon Yolanda (Haiyan) in 2013 and Typhoon Frank (Fengshen) in 2008 Lantangan faces a continual struggle to provide an education and help to it’s students and families who rely soley on subsistance fishing for their income.

Around 90% of the houses on the Gigantes Islands were destroyed.

Impact

The following students were awarded prizes at the end of the 2021 school year for their attitude, resilience and determination to continue with their learning during Covid.

Isabelle Marie F Bantillo Trisha Faye A Belasa Aeon Zhaira M Libre

10

5 Pook Elementary School, Kalibo, Aklan, The Philippines

Our very first project was Pook Elementary School in Kalibo, Aklan. One of the smaller schools in Kalibo with many students struggling during the Covid pandemic

Pook Elementary School was provided with funding to purchase photocopying paper to enable students to take and complete their schoolwork at home.

Impact

The following students were awarded prizes at the end of the 2021 school year for their attitude, resilience and determination to continue with their learning during Covid.

Neveah Ann Sabiaga Rosesamae Saldivia Kristine Joy Lachica

11

The Future

Moving forward, ODE will continue to develop stronger relationships and provide further help with a variety of possible projects.

We are hoping to have some individual fund raising activities during the coming year however these will be impacted by current economic crisis brought about and consequences of the Russian invasion of Ukraine

Currently we are in the process of trying to establish a relationship between a group of schools in the UK and our partner schools in the Philippines. One of our aims for the coming year is to fully set this up and institute direct communication between the schools.

Due to Philippine government restrictions none of the trustees have been able to personally visit any of the projects as of June 2022, however as these restrictions are now being eased it is hoped that visits to each school can be arranged to identify potential projects that we may be able to assist with.

Web presence & Social Media

Website - https://www.ode.org.uk

The Overseas Development and Education website will continue to be improved and updated following on from its initial launch.

Facebook - https://www.facebook.com/ODEinPh

Starting from zero we have slowly managed to grow our online presence though Facebook. We now post regular updates which can be easily viewed by our supporters and those receiving awards.

Fundraising Platforms

Wonderful.org is our fee-free primary fund raising platforms well as Peoples’ Fundraising which we aim to expand on in the coming months.

These join PayPal, Facebook and Smile.Amazon as additional sources of revenue.

We would also like to thank Kualo for providing us with free web hosting.

12

Financial Review

Statement of the Charity's Policy on Reserves

Overseas Development and Education (ODE) aims to set aside £250 to cover the risk of unforeseen emergency or other unexpected need for funds or finding ‘seed-funding’ for an urgent project. Surplus funds are to be held in ODE’s bank account.

Details of Any Funds Materially in Deficit

The Trustees declare that the charity had no funds which were materially in deficit at the date of the statement of assets & liabilities.

State of the Charity’s Finances

Restricted/Designated Funds

The Trustees declare that the charity has no restricted or designated funds.

Particulars of Any Outstanding Debt

The Trustees declare that the charity has a policy of never operating in a (negative environment) and has no deficit.

Receipts and Payments for the period 1st July 2021 to 30th June 2022. Receipts and Payments for the period 1st July 2021 to 30th June 2022. Receipts and Payments for the period 1st July 2021 to 30th June 2022.
Receipts
Donations
Profits from sale of mugs, clothes, soap
Other Income
Total
Payments
Awards & tablets
Expenses
Total
Balance
Total		 Unrestricted
Funds
£1,692
£255
£184		 £1,414
0
£2,131
£2,131
£1,414
£717
£2,131

Declaration

The Trustees declare that they have approved the above report and authorised that it be signed on their behalf.

Mr J A Cape (Chairman)

Mrs A M O’Connor (Secretary)

A M O’Connor

J A Cape

13

Appendix

Locations of the schools can be found using www.what3words.com or the what3words app.

Pook Elementary School, Kalibo, Aklan - ///rating.unfeasible.umpiring Igpaho Elementary School, Tubungan, Iloilo - ///witness.unfeasible.umpiring Lantangan Elementary School, Gigantes Sur, Iloilo - ///eggplants.chromatic.stagnates Balila Elementary School, Lantapan, Bukidnon - ///pledged.trancelike.heiress Hucab Elementary School, Kiangan, Ifugao - ///affordably.admitting.misplaced

14

Overseas Devlopment and Education (ODE)

1

Receipts and payments acco For the period Period start date To from

07/01/2021

Section A Receipts and payments

Unrestricted Restricted Endowment funds funds funds

to the nearest £

to the nearest £

to the nearest £

A1 Receipts

----- Start of picture text -----
Donations 1,692 - -
Profit on Sales 255 - -
Other Income 184 - -
- - -
- - -
- - -
- - -
- - -
2,131 - -
Sub total (Gross income for AR)
A2 Asset and investment sales,
(see table).
- - -
- - -
Sub total - - -
Total receipts 2,131 - -
A3 Payments
Awards 482 - -
Tablets 932 - -
Expenses - - -
- - -
- - -
- - -
- - -
- - -
- - -
Sub total 1,414 - -
A4 Asset and investment
purchases, (see table)
- - -
- - -
Sub total - - -
Total payments 1,414 - -
Net of receipts/(payments) 717 - -
A5 Transfers between funds - - -
A6 Cash funds last year end - - -
----- End of picture text -----

Cash funds this year end 717 - -

Section B Statement of assets and liabilities at the end of

Unrestricted
Categories Details funds
B1 Cash funds Cash
Total cash funds
(agree balances with receipts and payments
account(s))		 to nearest £
1,850
-
-
1,850
Agreement Error
Unrestricted
funds
B2 Other monetary assets Details to nearest £
-
-
-
-
-
-
Fund to which
B3 Investment assets Details asset belongs
Fund to which
B4 Assets retained for the Details asset belongs
charity’s own use Fund to which
B5 Liabilities Details liability relates

Signed by one or two trustees on behalf of all the trustees

----- Start of picture text -----
||| |---|---| |Signature|Print N| |J A Cape|James Anth|

----- End of picture text -----

188338

ounts

CC16a

Period end date 06/30/2022

Total funds

Last year

to the nearest £

to the nearest £

----- Start of picture text -----
1,692 893
255 958
184 55
- -
- -
- -
- -
- -
2,131 1,906
----- End of picture text -----

----- Start of picture text -----
-
- -
- -
2,131 1,906
482 662
932 -
- 47
- -
- -
- -
- -
- -
- -
1,414 709
----- End of picture text -----

----- Start of picture text -----
-
-
- -
1,414 709
717 1,197
- -
- -
----- End of picture text -----

717 1,197

the period

----- Start of picture text -----
Restricted Endowment
funds funds
to nearest £ to nearest £
- -
- -
- -
- -
OK OK
Restricted Endowment
funds funds
to nearest £ to nearest £
- -
- -
- -
- -
- -
- -
Current value
Cost (optional)
(optional)
- -
- -
- -
- -
- -
Current value
Cost (optional)
(optional)
- -
- -
- -
- -
- -
- -
- -
- -
- -
Amount due When due
(optional) (optional)
-
-
----- End of picture text -----

----- Start of picture text -----
-
-
-
----- End of picture text -----

----- Start of picture text -----
Date of
Name
approval
ony Cape Aug 1, 22
----- End of picture text -----