Kijura Education Project (KEP) – Annual Report 2024
Introduction
It is 5 years since Kijura Education Project went live and owing to the worldwide Pandemic, 2020/21 were very difficult years.
Life has remained difficult for Ugandans but it is good to report that our students have been through a full year’s education during 2023 NB the Ugandan academic year runs from January to December.
Wycliffe Wamara (our Ugandan Agent) has performed his duties diligently. We are very grateful to him for his hard work.
Allen’s Graduation
Allen is a student whose education KEP has supported from 2019 onwards as a channel for funds. Julia Modern started supporting Allen during her Anthropology PhD fieldwork. From 2019 these funds passed through KEP and donations were provided by Julia and her parents, Nigel and Gill Modern. In 2022 Allen completed her studies in Electrical Engineering and her graduation ceremony (see photo) took place in 2024. We wholeheartedly congratulate Allen on her achievement and wish her even more success in the future.
During 2024 another student successfully completed his secondary education and did well, a highly creditable achievement. A request was made to fund his Higher Education and this was discussed as part of a Working Party process. It was decided that funding Higher Education is outside of KEP’s stated Charity aims. The full report is available to Trustees of the Charity.
Cost Pressures
Over recent years, largely as a result of the Pandemic, the cost of supporting each student has been steadily rising and, despite two students completing studies in 2022, last year was particularly costly and funds were stretched.
These costs have been analysed and a factor was Ugandan inflation but there were also significant increases in school fees and associated costs plus Wycliffe was spending increasing amounts of time supporting students. For the first time in 2023
he found himself spending time during the terms and as a result we saw our costs rising. Additionally during our analysis it was obvious that the systems we had advocated to him was consuming a lot of time in administration.
As a consequence during 2024 we brought in a simplified system of administration - see below
Wycliffe’s role
Discussions have taken place as to how much Wycliffe should behave like a parent to these students. Whether he should go to parents’ meeting, should he accompany them to school etc.
Wycliffe is aware that funds not directly paying school costs need to be under careful review. I have also discussed with him the need to encourage and not discourage parents to take an active role in their child’s education. It is clear from communicating with Wycliffe that the parents of these highly vulnerable children are very poor and have few personal resources. To keep these children in education appears to need Wycliffe to step in when necessary.
This will continue to be held under review. The new payment system will incentivise Wycliffe to be cost-efficient in the exercise of his role.
Wycliffe’s time and expenses
During 2020 Wycliffe was paid the equivalent of about £200. Approximate because of currency fluctuations. This was 12.5% of the resources sent to Uganda in 2020.
In 2021 the proportion of all administrative costs (this time including money transfer charges as well as Wycliffe’s time and expenses) to total expenditure was 23%. This is the same as 2019.
This figure in 2022 was 16.1%, which reflects mainly the increases in school fees and requirements.
For various reasons in 2023 this proportion had risen to nearly 40% of contributions, reflected mainly in the increased hours Wycliffe spent supporting school attendance and meeting with school staff. Though this was likely a temporary increase reflecting needs at a particular time, the new system will mitigate against such large increases in costs and such increases will under the new system become highlighted earlier in processes.
During 2024 changes to the payment system were made in order to reduce Wycliffe’s time spent on administration. We feel this will release resources for student support by freeing up Wycliffe’s time.
This involved calating data from the most representative years since KEP commenced and calcuating the proportion of funds which needed to be allocated for ‘requirements’ (made by the schools) in addition to the fees. This means Wycliffe now has a ‘Requirements Fund’ in the Uganda KEP Mobile Money account. We will not be requiring detailed information on this fund (this would require a lot of administration) and it is up to Wycliffe to manage it well. We will have access to information on transactions by which we will be able to monitor spending.
The amounts sent to this fund are calculated from the proportion of funds spent on ‘requirements’ over the last several years, for which we had detailed information.
Feedback from Wycliffe on Student attendance and progress
It is important to keep to our stated in aims in looking at student progress. We have taken on disadvantaged children and we should not normally expect high attainment, though in one case we had taken on a high attaining student who people locally felt had great potential which wasn’t going to be realised because of a lack of resources. This student completed his secondary education in 2024.
We have previously agreed that attendance was a pre-requisite and that information on this and some sort of report on progress from Wycliffe was appropriate. Up to the beginning of 2022 this has always been verbal, however in 2022 Wycliffe forwarded school reports on two of the students and a further report in 2023 - see Appendix 4
During 2021 Wycliffe highlighted that two of our students’ attendance at school had been highlighted (by the school) as of concern. This was put under review, particularly as Wycliffe questioned whether the school was being entirely straightforward in its motives - staff were suggesting extra tuition which would have needed to be paid for. Nevertheless Wycliffe discussed the situation with the students and monitored their attendance. This review indicated that attendance was satisfactory and follow up review with Wycliffe in April 2022 confirmed that there were no persistent concerns.
Proposed changes to feedback
These changes were discussed last year, however demands on Wycliffe’s time appear to have squeezed out these important tasks. Now that we have moved to reduce his administrative burden it will be important to prioritise information on students’ progress: i. A copy of school reports on all students ii. A brief report written from Wycliffe based on his own assessment of each students’ situation. This does not need to be detailed but should comment on his own assessment of consistency of attendance for each student.
Payment process
This is complicated by Uganda’s exclusion from the international banking system. It is not possible to send money directly to a standard Ugandan bank account. Wycliffe uses a system called Mobile Money and he has an account in his name, through which the KEP money is passed. This works well but is responsible for some extra costs compared to sending money to a country within the international banking system. Historically we have used WorldRemit (WR) to transfer funds but during 2021 and 2024 for some payments Western Union (WU) was used while WorldRemit was unavailable to us. WU costs are very similar.
Changes to payments system in 2024
Transfers to Uganda are now calculated as follows:
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i. As early as he can (prior to the term’s commencement date) Wycliffe forwards the bills he receives from the schools to KEP via WhatsApp.
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ii. A transfer to cover these funds is made to the Uganda KEP Mobile Money account plus an uplift to cover requirements. The uplift is calculated by multiplying total school fees by a factor of 2.36
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iii. A separate transfer is made to Wycliffe’s personal Mobile Money account of 20% of the total of the School fees+the uplift.
This process is simple and time-efficient both in the UK and for Wycliffe in Uganda.
The statement sent to Wycliffe on the 22nd June 2024 is on the next page.
Statement from the Trustees to the agaent in Uganda - 22nd June 2024
KEP Income - see Appendix 1
This is now most easily displayed through the Gift Aid Claims process and this documentation is provided in Appendix 1 All donations to KEP go through this system. The HMRC system works very well indeed and claims are processed promptly using an automated system, with KEP receiving 25% of all donations. These extra funds have been vital during 2023 by enabling KEP to keep functioning.
All funds entered into this process go through the KEP dedicated account and are wholly donations received specifically to support students’ education in Uganda. All the money goes to Uganda to pay School Fees and Requirements, plus 20% (under the new system) of the total to remunerate Wycliffe for his time spent on KEP tasks.
Appendix 1 - Gift Aid Claims (showing donations to KEP)
R68GAD_V1_00_0_EN
Gift Aid donations schedule
Get it right first time - how to complete this schedule:
-
Don't change the layout of the schedule or change the name of the worksheet.
-
Save the schedule as a .ods file not a Microsoft Excel .xlsx file, for example Gift Aid Jan 2014.ods.
-
If any section isn't applicable leave it blank. Don't enter N/A or Nil.
-
Don't include blank spaces or other characters at the start or end of boxes.
-
Don't leave a blank row between donations.
-
Enter the house name or number and the postcode of all donors that live in the UK. For donors living abroad, enter their address and put X in the 'Postcode' column.
-
Stay within the maximum of 1,000 rows of donations.
-
Aggregated donations are donations under £20 from different people totalling less than £1000 per line. When you add together donations from the same donor, you must le
-
For sponsored events enter the participant's name and address, the date collected, and the total amount raised. Don't include any donations over £500 – these must be sh
Fig.1 shows an example of how to complete the schedule. For more information follow the link below. You must be connected to the internet to access the guidance.
----- Start of picture text -----
Charities online guidance
Fig.1 Title First name or initial Last name House name or number Postcode Aggregated donations
Examples up to 4 up to 35 characters with no spaces, or up to 35 characters up to 40 characters UPPER CASE a simple description up to 35
characters just enter an initial and include a characters - DON'T enter
space Yes or Not Applicable.
Prof Henry House Martin 152A M99 2QD
Mr John Smith 100 Champs Elysees, Paris X
One off Gift Aid donations
Miss B Chaudry 21 L43 4FB
Enter details from here
Earliest donation date in the period For aggregated donations, this date may be earlier than any date entered in th
of claim. (DD/MM/YY) below.
Box 1 13/05/22
Previously over-claimed amount.
Leave blank if none Make sure you show the tax not the donation. This amount will be deducted fr
Box 2
Don't use a £ sign
----- End of picture text -----
| The total below is automatically Total donations: Donations schedule table Item Title First name Last name House name or number Postcode Aggregated donations 1Ms Juliette Healey 57 Huntington Rd YO31 8RL 2Dr Steven Edmunds 1,London Lane LE12 6UB 3Ms Juliette Healey 57 Huntington Rd YO31 8RL 4Dr Steven Edmunds 1,London Lane LE12 6UB 5Ms Juliette Healey 57 Huntington Rd YO31 8RL 6Dr Steven Edmunds 1,London Lane LE12 6UB 7Ms Juliette Healey 57 Huntington Rd YO31 8RL 8Dr Steven Edmunds 1,London Lane LE12 6UB 9Ms Juliette Healey 57 Huntington Rd YO31 8RL 10Dr Steven Edmunds 1,London Lane LE12 6UB 11Ms Juliette Healey 57 Huntington Rd YO31 8RL 12Dr Steven Edmunds 1,London Lane LE12 6UB 13Ms Juliette Healey 57 Huntington Rd YO31 8RL 14Dr Steven Edmunds 1,London Lane LE12 6UB 15Ms Juliette Healey 57 Huntington Rd YO31 8RL 16Dr Steven Edmunds 1,London Lane LE12 6UB 17Ms Juliette Healey 57 Huntington Rd YO31 8RL 18Dr Steven Edmunds 1,London Lane LE12 6UB 19Ms Juliette Healey 57 Huntington Rd YO31 8RL 20Dr Steven Edmunds 1,London Lane LE12 6UB 21Ms Juliette Healey 57 Huntington Rd YO31 8RL 22Dr Nigel Modern 20 Beech Rd B30 1LJ 23Dr Nigel Modern 20 Beech Rd B30 1LJ 24Dr Nigel Modern 20 Beech Rd B30 1LJ 25Dr Nigel Modern 20 Beech Rd B30 1LJ 26Dr Nigel Modern 20 Beech Rd B30 1LJ 27 28 29 30 31 32 33 34 35 36 37 38 |
The total below is automatically Total donations: Donations schedule table Item Title First name Last name House name or number Postcode Aggregated donations 1Ms Juliette Healey 57 Huntington Rd YO31 8RL 2Dr Steven Edmunds 1,London Lane LE12 6UB 3Ms Juliette Healey 57 Huntington Rd YO31 8RL 4Dr Steven Edmunds 1,London Lane LE12 6UB 5Ms Juliette Healey 57 Huntington Rd YO31 8RL 6Dr Steven Edmunds 1,London Lane LE12 6UB 7Ms Juliette Healey 57 Huntington Rd YO31 8RL 8Dr Steven Edmunds 1,London Lane LE12 6UB 9Ms Juliette Healey 57 Huntington Rd YO31 8RL 10Dr Steven Edmunds 1,London Lane LE12 6UB 11Ms Juliette Healey 57 Huntington Rd YO31 8RL 12Dr Steven Edmunds 1,London Lane LE12 6UB 13Ms Juliette Healey 57 Huntington Rd YO31 8RL 14Dr Steven Edmunds 1,London Lane LE12 6UB 15Ms Juliette Healey 57 Huntington Rd YO31 8RL 16Dr Steven Edmunds 1,London Lane LE12 6UB 17Ms Juliette Healey 57 Huntington Rd YO31 8RL 18Dr Steven Edmunds 1,London Lane LE12 6UB 19Ms Juliette Healey 57 Huntington Rd YO31 8RL 20Dr Steven Edmunds 1,London Lane LE12 6UB 21Ms Juliette Healey 57 Huntington Rd YO31 8RL 22Dr Nigel Modern 20 Beech Rd B30 1LJ 23Dr Nigel Modern 20 Beech Rd B30 1LJ 24Dr Nigel Modern 20 Beech Rd B30 1LJ 25Dr Nigel Modern 20 Beech Rd B30 1LJ 26Dr Nigel Modern 20 Beech Rd B30 1LJ 27 28 29 30 31 32 33 34 35 36 37 38 |
The total below is automatically Total donations: Donations schedule table Item Title First name Last name House name or number Postcode Aggregated donations 1Ms Juliette Healey 57 Huntington Rd YO31 8RL 2Dr Steven Edmunds 1,London Lane LE12 6UB 3Ms Juliette Healey 57 Huntington Rd YO31 8RL 4Dr Steven Edmunds 1,London Lane LE12 6UB 5Ms Juliette Healey 57 Huntington Rd YO31 8RL 6Dr Steven Edmunds 1,London Lane LE12 6UB 7Ms Juliette Healey 57 Huntington Rd YO31 8RL 8Dr Steven Edmunds 1,London Lane LE12 6UB 9Ms Juliette Healey 57 Huntington Rd YO31 8RL 10Dr Steven Edmunds 1,London Lane LE12 6UB 11Ms Juliette Healey 57 Huntington Rd YO31 8RL 12Dr Steven Edmunds 1,London Lane LE12 6UB 13Ms Juliette Healey 57 Huntington Rd YO31 8RL 14Dr Steven Edmunds 1,London Lane LE12 6UB 15Ms Juliette Healey 57 Huntington Rd YO31 8RL 16Dr Steven Edmunds 1,London Lane LE12 6UB 17Ms Juliette Healey 57 Huntington Rd YO31 8RL 18Dr Steven Edmunds 1,London Lane LE12 6UB 19Ms Juliette Healey 57 Huntington Rd YO31 8RL 20Dr Steven Edmunds 1,London Lane LE12 6UB 21Ms Juliette Healey 57 Huntington Rd YO31 8RL 22Dr Nigel Modern 20 Beech Rd B30 1LJ 23Dr Nigel Modern 20 Beech Rd B30 1LJ 24Dr Nigel Modern 20 Beech Rd B30 1LJ 25Dr Nigel Modern 20 Beech Rd B30 1LJ 26Dr Nigel Modern 20 Beech Rd B30 1LJ 27 28 29 30 31 32 33 34 35 36 37 38 |
The total below is automatically Total donations: Donations schedule table Item Title First name Last name House name or number Postcode Aggregated donations 1Ms Juliette Healey 57 Huntington Rd YO31 8RL 2Dr Steven Edmunds 1,London Lane LE12 6UB 3Ms Juliette Healey 57 Huntington Rd YO31 8RL 4Dr Steven Edmunds 1,London Lane LE12 6UB 5Ms Juliette Healey 57 Huntington Rd YO31 8RL 6Dr Steven Edmunds 1,London Lane LE12 6UB 7Ms Juliette Healey 57 Huntington Rd YO31 8RL 8Dr Steven Edmunds 1,London Lane LE12 6UB 9Ms Juliette Healey 57 Huntington Rd YO31 8RL 10Dr Steven Edmunds 1,London Lane LE12 6UB 11Ms Juliette Healey 57 Huntington Rd YO31 8RL 12Dr Steven Edmunds 1,London Lane LE12 6UB 13Ms Juliette Healey 57 Huntington Rd YO31 8RL 14Dr Steven Edmunds 1,London Lane LE12 6UB 15Ms Juliette Healey 57 Huntington Rd YO31 8RL 16Dr Steven Edmunds 1,London Lane LE12 6UB 17Ms Juliette Healey 57 Huntington Rd YO31 8RL 18Dr Steven Edmunds 1,London Lane LE12 6UB 19Ms Juliette Healey 57 Huntington Rd YO31 8RL 20Dr Steven Edmunds 1,London Lane LE12 6UB 21Ms Juliette Healey 57 Huntington Rd YO31 8RL 22Dr Nigel Modern 20 Beech Rd B30 1LJ 23Dr Nigel Modern 20 Beech Rd B30 1LJ 24Dr Nigel Modern 20 Beech Rd B30 1LJ 25Dr Nigel Modern 20 Beech Rd B30 1LJ 26Dr Nigel Modern 20 Beech Rd B30 1LJ 27 28 29 30 31 32 33 34 35 36 37 38 |
The total below is automatically Total donations: Donations schedule table Item Title First name Last name House name or number Postcode Aggregated donations 1Ms Juliette Healey 57 Huntington Rd YO31 8RL 2Dr Steven Edmunds 1,London Lane LE12 6UB 3Ms Juliette Healey 57 Huntington Rd YO31 8RL 4Dr Steven Edmunds 1,London Lane LE12 6UB 5Ms Juliette Healey 57 Huntington Rd YO31 8RL 6Dr Steven Edmunds 1,London Lane LE12 6UB 7Ms Juliette Healey 57 Huntington Rd YO31 8RL 8Dr Steven Edmunds 1,London Lane LE12 6UB 9Ms Juliette Healey 57 Huntington Rd YO31 8RL 10Dr Steven Edmunds 1,London Lane LE12 6UB 11Ms Juliette Healey 57 Huntington Rd YO31 8RL 12Dr Steven Edmunds 1,London Lane LE12 6UB 13Ms Juliette Healey 57 Huntington Rd YO31 8RL 14Dr Steven Edmunds 1,London Lane LE12 6UB 15Ms Juliette Healey 57 Huntington Rd YO31 8RL 16Dr Steven Edmunds 1,London Lane LE12 6UB 17Ms Juliette Healey 57 Huntington Rd YO31 8RL 18Dr Steven Edmunds 1,London Lane LE12 6UB 19Ms Juliette Healey 57 Huntington Rd YO31 8RL 20Dr Steven Edmunds 1,London Lane LE12 6UB 21Ms Juliette Healey 57 Huntington Rd YO31 8RL 22Dr Nigel Modern 20 Beech Rd B30 1LJ 23Dr Nigel Modern 20 Beech Rd B30 1LJ 24Dr Nigel Modern 20 Beech Rd B30 1LJ 25Dr Nigel Modern 20 Beech Rd B30 1LJ 26Dr Nigel Modern 20 Beech Rd B30 1LJ 27 28 29 30 31 32 33 34 35 36 37 38 |
The total below is automatically Total donations: Donations schedule table Item Title First name Last name House name or number Postcode Aggregated donations 1Ms Juliette Healey 57 Huntington Rd YO31 8RL 2Dr Steven Edmunds 1,London Lane LE12 6UB 3Ms Juliette Healey 57 Huntington Rd YO31 8RL 4Dr Steven Edmunds 1,London Lane LE12 6UB 5Ms Juliette Healey 57 Huntington Rd YO31 8RL 6Dr Steven Edmunds 1,London Lane LE12 6UB 7Ms Juliette Healey 57 Huntington Rd YO31 8RL 8Dr Steven Edmunds 1,London Lane LE12 6UB 9Ms Juliette Healey 57 Huntington Rd YO31 8RL 10Dr Steven Edmunds 1,London Lane LE12 6UB 11Ms Juliette Healey 57 Huntington Rd YO31 8RL 12Dr Steven Edmunds 1,London Lane LE12 6UB 13Ms Juliette Healey 57 Huntington Rd YO31 8RL 14Dr Steven Edmunds 1,London Lane LE12 6UB 15Ms Juliette Healey 57 Huntington Rd YO31 8RL 16Dr Steven Edmunds 1,London Lane LE12 6UB 17Ms Juliette Healey 57 Huntington Rd YO31 8RL 18Dr Steven Edmunds 1,London Lane LE12 6UB 19Ms Juliette Healey 57 Huntington Rd YO31 8RL 20Dr Steven Edmunds 1,London Lane LE12 6UB 21Ms Juliette Healey 57 Huntington Rd YO31 8RL 22Dr Nigel Modern 20 Beech Rd B30 1LJ 23Dr Nigel Modern 20 Beech Rd B30 1LJ 24Dr Nigel Modern 20 Beech Rd B30 1LJ 25Dr Nigel Modern 20 Beech Rd B30 1LJ 26Dr Nigel Modern 20 Beech Rd B30 1LJ 27 28 29 30 31 32 33 34 35 36 37 38 |
The total below is automatically Total donations: Donations schedule table Item Title First name Last name House name or number Postcode Aggregated donations 1Ms Juliette Healey 57 Huntington Rd YO31 8RL 2Dr Steven Edmunds 1,London Lane LE12 6UB 3Ms Juliette Healey 57 Huntington Rd YO31 8RL 4Dr Steven Edmunds 1,London Lane LE12 6UB 5Ms Juliette Healey 57 Huntington Rd YO31 8RL 6Dr Steven Edmunds 1,London Lane LE12 6UB 7Ms Juliette Healey 57 Huntington Rd YO31 8RL 8Dr Steven Edmunds 1,London Lane LE12 6UB 9Ms Juliette Healey 57 Huntington Rd YO31 8RL 10Dr Steven Edmunds 1,London Lane LE12 6UB 11Ms Juliette Healey 57 Huntington Rd YO31 8RL 12Dr Steven Edmunds 1,London Lane LE12 6UB 13Ms Juliette Healey 57 Huntington Rd YO31 8RL 14Dr Steven Edmunds 1,London Lane LE12 6UB 15Ms Juliette Healey 57 Huntington Rd YO31 8RL 16Dr Steven Edmunds 1,London Lane LE12 6UB 17Ms Juliette Healey 57 Huntington Rd YO31 8RL 18Dr Steven Edmunds 1,London Lane LE12 6UB 19Ms Juliette Healey 57 Huntington Rd YO31 8RL 20Dr Steven Edmunds 1,London Lane LE12 6UB 21Ms Juliette Healey 57 Huntington Rd YO31 8RL 22Dr Nigel Modern 20 Beech Rd B30 1LJ 23Dr Nigel Modern 20 Beech Rd B30 1LJ 24Dr Nigel Modern 20 Beech Rd B30 1LJ 25Dr Nigel Modern 20 Beech Rd B30 1LJ 26Dr Nigel Modern 20 Beech Rd B30 1LJ 27 28 29 30 31 32 33 34 35 36 37 38 |
|
|---|---|---|---|---|---|---|---|
| Item | Title | First name | Last name | House name or number | Postcode | Aggregated donations | |
| 1 | Ms | Juliette | Healey | 57 Huntington Rd | YO31 8RL | ||
| 2 | Dr | Steven | Edmunds | 1,London Lane | LE12 6UB | ||
| 3 | Ms | Juliette | Healey | 57 Huntington Rd | YO31 8RL | ||
| 4 | Dr | Steven | Edmunds | 1,London Lane | LE12 6UB | ||
| 5 | Ms | Juliette | Healey | 57 Huntington Rd | YO31 8RL | ||
| 6 | Dr | Steven | Edmunds | 1,London Lane | LE12 6UB | ||
| 7 | Ms | Juliette | Healey | 57 Huntington Rd | YO31 8RL | ||
| 8 | Dr | Steven | Edmunds | 1,London Lane | LE12 6UB | ||
| 9 | Ms | Juliette | Healey | 57 Huntington Rd | YO31 8RL | ||
| 10 | Dr | Steven | Edmunds | 1,London Lane | LE12 6UB | ||
| 11 | Ms | Juliette | Healey | 57 Huntington Rd | YO31 8RL | ||
| 12 | Dr | Steven | Edmunds | 1,London Lane | LE12 6UB | ||
| 13 | Ms | Juliette | Healey | 57 Huntington Rd | YO31 8RL | ||
| 14 | Dr | Steven | Edmunds | 1,London Lane | LE12 6UB | ||
| 15 | Ms | Juliette | Healey | 57 Huntington Rd | YO31 8RL | ||
| 16 | Dr | Steven | Edmunds | 1,London Lane | LE12 6UB | ||
| 17 | Ms | Juliette | Healey | 57 Huntington Rd | YO31 8RL | ||
| 18 | Dr | Steven | Edmunds | 1,London Lane | LE12 6UB | ||
| 19 | Ms | Juliette | Healey | 57 Huntington Rd | YO31 8RL | ||
| 20 | Dr | Steven | Edmunds | 1,London Lane | LE12 6UB | ||
| 21 | Ms | Juliette | Healey | 57 Huntington Rd | YO31 8RL | ||
| 22 | Dr | Nigel | Modern | 20 Beech Rd | B30 1LJ | ||
| 23 | Dr | Nigel | Modern | 20 Beech Rd | B30 1LJ | ||
| 24 | Dr | Nigel | Modern | 20 Beech Rd | B30 1LJ | ||
| 25 | Dr | Nigel | Modern | 20 Beech Rd | B30 1LJ | ||
| 26 | Dr | Nigel | Modern | 20 Beech Rd | B30 1LJ | ||
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Page 1
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R68GAD_V1_00_0_EN
Gift Aid donations schedule
Get it right first time - how to complete this schedule:
-
Don't change the layout of the schedule or change the name of the worksheet.
-
Save the schedule as a .ods file not a Microsoft Excel .xlsx file, for example Gift Aid Jan 2014.ods.
-
If any section isn't applicable leave it blank. Don't enter N/A or Nil.
-
Don't include blank spaces or other characters at the start or end of boxes.
-
Don't leave a blank row between donations.
-
Enter the house name or number and the postcode of all donors that live in the UK. For donors living abroad, enter their address and put X in the 'Postcode' column.
-
Stay within the maximum of 1,000 rows of donations.
-
Aggregated donations are donations under £20 from different people totalling less than £1000 per line. When you add together donations from the same donor, you must le
-
For sponsored events enter the participant's name and address, the date collected, and the total amount raised. Don't include any donations over £500 – these must be sh
Fig.1 shows an example of how to complete the schedule. For more information follow the link below. You must be connected to the internet to access the guidance.
Charities online guidance
| Fig.1 | Title | First name or initial | Last name | House name or number | Postcode | Aggregated donations | |||
|---|---|---|---|---|---|---|---|---|---|
| Examples | up to 4 | up to 35 characters with no spaces, or | up to 35 characters |
up to 40 characters | UPPER CASE | a simple description up to 35 | |||
| characters | just enter an initial | and include a | characters - DON'T enter | ||||||
| space | Yes or Not Applicable. | ||||||||
| Prof | Henry | House Martin | 152A | M99 2QD | |||||
| Mr | John | Smith | 100 Champs Elysees,Paris | X | |||||
| One off Gift Aid donations | |||||||||
| Miss | B | Chaudry | 21 | L43 4FB | |||||
| Enter details from here | |||||||||
| Earliest donation date in the period | For aggregated donations, this date may be earlier than any date entered in th | ||||||||
| of claim.(DD/MM/YY) | below. | ||||||||
| Box | 1 | 05/04/23 | |||||||
| Previously over-claimed amount. | |||||||||
| Leave blank if none | Make sure you show the tax not the donation. This amount will be deducted fr | ||||||||
| Box | 2 | ||||||||
| Don't use a £ sign |
| Fig.1 Examples |
Title up to 4 characters |
First name or initial up to 35 characters with no spaces, or just enter an initial |
Last name up to 35 characters |
House name or number up to 40 characters |
Postcode UPPER CASE and include a space |
Aggregated donations a simple description up to 35 characters - DON'T enter Yes or Not Applicable. |
Aggregated donations a simple description up to 35 characters - DON'T enter Yes or Not Applicable. |
|
|---|---|---|---|---|---|---|---|---|
| Prof | Henry | House Martin |
152A | M99 2QD | ||||
| Mr | John | Smith |
100 Champs Elysees,Paris | X | ||||
| One off Gift Aid donations | ||||||||
| Miss | B | Chaudry |
21 | L43 4FB | ||||
| Enter de | tails from h | |||||||
| Earliest donation date in the period of claim.(DD/MM/YY) |
For aggregated donations, this date may be earlier than any date entered in th below. |
|||||||
| Box 1 | 05/04/23 | |||||||
| Previously over-claimed amount. Leave blank if none |
Make sure you show the tax not the donation. This amount will be deducted fr | |||||||
| Box 2 | ||||||||
| The total below is automatically Total donations: Donations schedule table Item Title First name Last name House name or number Postcode Aggregated donations 1Ms Juliette Healey 57 Huntington Rd YO31 8RL 2Dr Steven Edmunds 1,London Lane LE12 6UB 3Ms Juliette Healey 57 Huntington Rd YO31 8RL 4Dr Steven Edmunds 1,London Lane LE12 6UB 5Ms Juliette Healey 57 Huntington Rd YO31 8RL 6Dr Steven Edmunds 1,London Lane LE12 6UB 7Ms Juliette Healey 57 Huntington Rd YO31 8RL 8Dr Steven Edmunds 1,London Lane LE12 6UB 9Ms Juliette Healey 57 Huntington Rd YO31 8RL 10Dr Steven Edmunds 1,London Lane LE12 6UB 11Dr Nigel Modern 20 Beech Rd B30 1LJ 12Dr Nigel Modern 20 Beech Rd B30 1LJ 13Dr Nigel Modern 20 Beech Rd B30 1LJ 14Dr Nigel Modern 20 Beech Rd B30 1LJ 15Dr Nigel Modern 20 Beech Rd B30 1LJ 16Dr Nigel Modern 20 Beech Rd B30 1LJ 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 |
||||||||
| Item | Title | First name | Last name | House name or number | Postcode | Aggregated donations | ||
| 1Ms | Juliette | Healey |
57 Huntington Rd | YO31 8RL | ||||
| 2Dr | Steven | Edmunds |
1,London Lane | LE12 6UB | ||||
| 3Ms | Juliette | Healey |
57 Huntington Rd | YO31 8RL | ||||
| 4Dr | Steven | Edmunds |
1,London Lane | LE12 6UB | ||||
| 5Ms | Juliette | Healey |
57 Huntington Rd | YO31 8RL | ||||
| 6Dr | Steven | Edmunds |
1,London Lane | LE12 6UB | ||||
| 7Ms | Juliette | Healey |
57 Huntington Rd | YO31 8RL | ||||
| 8Dr | Steven | Edmunds |
1,London Lane | LE12 6UB | ||||
| 9Ms | Juliette | Healey |
57 Huntington Rd | YO31 8RL | ||||
| 1 | 0Dr | Steven | Edmunds |
1,London Lane | LE12 6UB | |||
| 1 | 1Dr | Nigel | Modern |
20 Beech Rd | B30 1LJ | |||
| 1 | 2Dr | Nigel | Modern |
20 Beech Rd | B30 1LJ | |||
| 1 | 3Dr | Nigel | Modern |
20 Beech Rd | B30 1LJ | |||
| 1 | 4Dr | Nigel | Modern |
20 Beech Rd | B30 1LJ | |||
| 1 | 5Dr | Nigel | Modern |
20 Beech Rd | B30 1LJ | |||
| 1 | 6Dr | Nigel | Modern |
20 Beech Rd | B30 1LJ | |||
| 1 | 7 8 9 0 1 2 3 4 5 6 |
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| 1 | ||||||||
| 1 | ||||||||
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| 2 | 7 | |||||||
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| 2 | 9 | |||||||
| 3 | 0 | |||||||
| 3 | 1 | |||||||
| 3 | 2 | |||||||
| 3 | 3 | |||||||
| 3 | 4 | |||||||
| 3 | 5 | |||||||
| 3 | 6 | |||||||
| 3 | 7 | |||||||
| 3 | 8 |
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Page 1
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R68GAD_V1_00_0_EN
Gift Aid donations schedule
Get it right first time - how to complete this schedule:
-
Don't change the layout of the schedule or change the name of the worksheet.
-
Save the schedule as a .ods file not a Microsoft Excel .xlsx file, for example Gift Aid Jan 2014.ods.
-
If any section isn't applicable leave it blank. Don't enter N/A or Nil.
-
Don't include blank spaces or other characters at the start or end of boxes.
-
Don't leave a blank row between donations.
-
Enter the house name or number and the postcode of all donors that live in the UK. For donors living abroad, enter their address and put X in the 'Postcode' column. * Stay within the maximum of 1,000 rows of donations.
-
Aggregated donations are donations under £20 from different people totalling less than £1000 per line. When you add together donations from the same donor, you must le * For sponsored events enter the participant's name and address, the date collected, and the total amount raised. Don't include any donations over £500 – these must be sho
Fig.1 shows an example of how to complete the schedule. For more information follow the link below. You must be connected to the internet to access the guidance.
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Charities online guidance
Fig.1 Title First name or initial Last name House name or number Postcode Aggregated donations
Examples up to 4 up to 35 characters with no spaces, or up to 35 characters up to 40 characters UPPER CASE a simple description up to 35
characters just enter an initial and include a characters - DON'T enter
space Yes or Not Applicable.
Prof Henry House Martin 152A M99 2QD
Mr John Smith 100 Champs Elysees, Paris X
One off Gift Aid donations
Miss B Chaudry 21 L43 4FB
Enter details from here
Earliest donation date in the period For aggregated donations, this date may be earlier than any date entered in th
of claim. (DD/MM/YY) below.
Box 1 05/04/23
Previously over-claimed amount.
Leave blank if none Make sure you show the tax not the donation. This amount will be deducted fro
Box 2
Don't use a £ sign
----- End of picture text -----
| Donations schedule table | Donations schedule table | Donations schedule table | Donations schedule table | Donations schedule table | Donations schedule table | The total below is automatically Total donations: Aggregated donations |
The total below is automatically Total donations: Aggregated donations |
|
|---|---|---|---|---|---|---|---|---|
| Item | Title | First name | Last name | House name or number | Postcode | Aggregated donations | ||
| 1 | Ms | Juliette | Healey | 57 Huntington Rd | YO31 8RL | |||
| 2 | Dr | Steven | Edmunds | 1 SibthorpGdns | LN4 2RL | |||
| 3 | Ms | Juliette | Healey | 57 Huntington Rd | YO31 8RL | |||
| 4 | Dr | Steven | Edmunds | 1 SibthorpGdns | LN4 2RL | |||
| 5 | Ms | Juliette | Healey | 57 Huntington Rd | YO31 8RL | |||
| 6 | Dr | Steven | Edmunds | 1 SibthorpGdns | LN4 2RL | |||
| 7 | Ms | Juliette | Healey | 57 Huntington Rd | YO31 8RL | |||
| 8 | Dr | Steven | Edmunds | 1 SibthorpGdns | LN4 2RL | |||
| 9 | Ms | Juliette | Healey | 57 Huntington Rd | YO31 8RL | |||
| 10 | Dr | Steven | Edmunds | 1 SibthorpGdns | LN4 2RL | |||
| 11 | Ms | Juliette | Healey | 57 Huntington Rd | YO31 8RL | |||
| 12 | Dr | Steven | Edmunds | 1 SibthorpGdns | LN4 2RL | |||
| 13 | Dr | Nigel | Modern | 20 Beech Rd | B30 1LJ | |||
| 14 | Dr | Nigel | Modern | 20 Beech Rd | B30 1LJ | |||
| 15 | Dr | Nigel | Modern | 20 Beech Rd | B30 1LJ | |||
| 16 | Dr | Nigel | Modern | 20 Beech Rd | B30 1LJ | |||
| 17 | Dr | Nigel | Modern | 20 Beech Rd | B30 1LJ | |||
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Page 1
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R68GAD_V1_00_0_EN
Gift Aid donations schedule
Get it right first time - how to complete this schedule:
-
Don't change the layout of the schedule or change the name of the worksheet.
-
Save the schedule as a .ods file not a Microsoft Excel .xlsx file, for example Gift Aid Jan 2014.ods.
-
If any section isn't applicable leave it blank. Don't enter N/A or Nil.
-
Don't include blank spaces or other characters at the start or end of boxes.
-
Don't leave a blank row between donations.
-
Enter the house name or number and the postcode of all donors that live in the UK. For donors living abroad, enter their address and put X in the 'Postcode' column.
-
Stay within the maximum of 1,000 rows of donations.
-
Aggregated donations are donations under £20 from different people totalling less than £1000 per line. When you add together donations from the same donor, you must le * For sponsored events enter the participant's name and address, the date collected, and the total amount raised. Don't include any donations over £500 – these must be sho
Fig.1 shows an example of how to complete the schedule. For more information follow the link below. You must be connected to the internet to access the guidance.
Charities online guidance
| Fig.1 | Title | First name or initial | Last name | House name or number | Postcode | Aggregated donations | |||
|---|---|---|---|---|---|---|---|---|---|
| Examples | up to 4 | up to 35 characters with no spaces, or | up to 35 characters |
up to 40 characters | UPPER CASE | a simple description up to 35 | |||
| characters | just enter an initial | and include a | characters - DON'T enter | ||||||
| space | Yes or Not Applicable. | ||||||||
| Prof | Henry | House Martin | 152A | M99 2QD | |||||
| Mr | John | Smith | 100 Champs Elysees,Paris | X | |||||
| One off Gift Aid donations | |||||||||
| Miss | B | Chaudry | 21 | L43 4FB | |||||
| Enter details from here | |||||||||
| Earliest donation date in the period | For aggregated donations, this date may be earlier than any date entered in th | ||||||||
| of claim.(DD/MM/YY) | below. | ||||||||
| Box | 1 | 28/03/24 | |||||||
| Previously over-claimed amount. | |||||||||
| Leave blank if none | Make sure you show the tax not the donation. This amount will be deducted fro | ||||||||
| Box | 2 | ||||||||
| Don't use a £ sign |
| Fig.1 Examples |
Title up to 4 characters |
First name or initial up to 35 characters with no spaces, or just enter an initial |
Last name up to 35 characters |
House name or number up to 40 characters |
Postcode UPPER CASE and include a space |
Aggregated donations a simple description up to 35 characters - DON'T enter Yes or Not Applicable. |
|
|---|---|---|---|---|---|---|---|
| Prof | Henry | House Martin | 152A | M99 2QD | |||
| Mr | John | Smith | 100 Champs Elysees,Paris | X | |||
| One off Gift Aid donations | |||||||
| Miss | B | Chaudry | 21 | L43 4FB | |||
| Enter det | ails from h | ||||||
| Earliest donation date in the period of claim.(DD/MM/YY) |
For aggregated donations, this date may be earlier than any date entered in th below. |
||||||
| Box 1 | 28/03/24 | ||||||
| Previously over-claimed amount. Leave blank if none |
Make sure you show the tax not the donation. This amount will be deducted fro | ||||||
| Box 2 | |||||||
Donations schedule table |
The total below is automatically Total donations: Aggregated donations |
||||||
| Item | Title | First name | Last name | House name or number | Postcode | Aggregated donations | |
| 1 | Ms | Juliette | Healey | 57 Huntington Rd | YO31 8RL | ||
| 2 | Dr | Steven | Edmunds | 1 SibthorpGdns | LN4 2RL | ||
| 3 | Ms | Juliette | Healey | 57 Huntington Rd | YO31 8RL | ||
| 4 | Dr | Steven | Edmunds | 1 SibthorpGdns | LN4 2RL | ||
| 5 | Ms | Juliette | Healey | 57 Huntington Rd | YO31 8RL | ||
| 6 | Dr | Steven | Edmunds | 1 SibthorpGdns | LN4 2RL | ||
| 7 | Ms | Juliette | Healey | 57 Huntington Rd | YO31 8RL | ||
| 8 | Dr | Steven | Edmunds | 1 SibthorpGdns | LN4 2RL | ||
| 9 | Ms | Juliette | Healey | 57 Huntington Rd | YO31 8RL | ||
| 10 | Dr | Steven | Edmunds | 1 SibthorpGdns | LN4 2RL | ||
| 11 | Ms | Juliette | Healey | 57 Huntington Rd | YO31 8RL | ||
| 12 | Dr | Steven | Edmunds | 1 SibthorpGdns | LN4 2RL | ||
| 13 | Ms | Juliette | Healey | 57 Huntington Rd | YO31 8RL | ||
| 14 | Dr | Steven | Edmunds | 1 SibthorpGdns | LN4 2RL | ||
| 15 | Ms | Juliette | Healey | 57 Huntington Rd | YO31 8RL | ||
| 16 | Dr | Steven | Edmunds | 1 SibthorpGdns | LN4 2RL | ||
| 17 | Dr | Nigel | Modern | 20 Beech Rd | B30 1LJ | ||
| 18 | Dr | Nigel | Modern | 20 Beech Rd | B30 1LJ | ||
| 19 | Dr | Nigel | Modern | 20 Beech Rd | B30 1LJ | ||
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Page 1
Appendix 2 - Money Transfers to Uganda (original documents are available for inspection)
Total for financial year 2023-4 = £7067.00
Total for academic year 2024 (January to December) = £6,263.00 (as of November 2024 with no further costs anticipated)
Appendix 3 - CIO Charitable Status - some detail
During 2021 a decision was taken to seek support and advice from a 3rd party organisation called Third Sector Experts (TSE), specifically with regard to re-applying for Gift Aid status, which had been declined on first application about 2 years ago.
TSE advised that we apply for Charitable Incorporated Organisation (CIO) status with the Charities Commission. This is a link to a video explaining this relatively new charitable structure (the video may appear on a separate page):
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