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STRAWBERRYHILLOVERSEASANDCOMMUNITYCONCERNAnnualReportoftheTrusteesFortheyearending31stDecember2016Charityregistrationnumber1120787

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The Trustees present their report togetherwith the accounts for the charity for the year

ending 31st December 2016. This report has been prepared in accordance with the

requirements of the Statement of Recommended Practice (FRS102) on ‘Accounting and

Reporting by Charities’, and the Update Bulletin as have the accounts which have been

drawnupontheaccountingpoliciessetoutinNote1oftheFinancialStatements.

TrusteesMrsElizabethByrneHillDrKevinCook(Chair)MrsValerieCunninghamSr.AmiciaEyston(Resigned16.11.2016)Rev.Fr.GerardDevlin(Resigned30.06.2016)DrCarolineHealyMrDavidLeen(Resigned30.06.2016)MrsLinMcGarryMrMichaelMurnaneMs.GwenO’Leary(Resigned16.11.2016)MsSally-AnnRichards

PrincipalOfficeStMary’sUniversity,StrawberryHill,TWICKENHAM.Middlesex.TW14SX02082404000https://www.stmarys.ac.uk/strawberry-hill-overseas-community-concern/shocc.aspx

BankersLloydsBankplc,POBOX1000,BX11LT

Objectives

WithintheoverallobjectofthereliefofdisadvantageintheUKandoverseasassetoutin

theStrawberryHillOverseasandCommunityConcernTrustDeedouragreedobjectivesare:

• Toadvancetheeducationofpupilsinschoolsoverseasbyprovidingandassistingin

theprovisionoffacilitiesforeducation

• ToadvancetheRomanCatholicfaithforthebenefitofthepublicinaccordancewith

thestatementsofbeliefoftheRomanCatholicdoctrine

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• To develop the capacity and skills of members of socially disadvantaged

communitiesintheUKandoverseassothattheymaybebetterabletoidentifyand

helpmeettheirneedsandtoparticipatemorefullyinsociety

• To promote and protect the physical and mental health of HIV/AIDS sufferers

through the provision of financial assistance, support, education and practical

advice.

Backgroundandapproach

StrawberryHillOverseasandCommunityConcern(S.H.O.C.C.) isaUKcharityworkingwith

disadvantaged people inmany parts of theworld. The charitywas founded in September

2007, replacing its predecessor Strawberry Hill Overseas Concern (SHOC). Strawberry Hill

Overseas Concern (S.H.O.C) was founded in 1971 by a group of staff and students who

wishedtoexplorethe ideaofestablishinga linkwitheducational institutions intheGlobal

South.Severalstaffhadexperienceof teachingoverseasandtheywereawarebothof the

educational and personal needs of individuals and communities overseas and of the

potential of such links to StMary’s. Together theywished to deviseways of bringing the

needsoftheGlobalSouthtotheattentionoftheuniversitycommunity.Withinayear,SHOC

hadbecomearecognisedfeatureofcollegelife.

In2007,thenameofthecharitywaschangedtoreflectitslocal,nationalandinternational

dimensions.Whilstnotgivingupitsoverseaswork,thenewcharitysoughttobringtogether

the many aspects of voluntary work of a more local nature being carried out by the

university.Charitablestatuswasobtainedandtrusteesappointed.

S.H.O.C.wasalwaysverymucha shared staff-studentexperienceand thenewcharityhas

attemptedtocontinuethistradition.Forsomethismeansworkingasavolunteerlocallyor

overseas;forothersithasinvolvedcorrespondingwithstudentsorhelpingwithfundraising

initiatives.Astrong,positive featureofSHOCandSHOCC is that theyboth involvepresent

andpastmembersofthecollegecommunity.

S.H.O.C.C.concentratesonthreemainareasofactivity.TheseareProjects,Fund-raisingand

Publicity.Projectsthatmightreceivefinancialsupportaresubmittedforconsiderationtothe

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Trustees.Projectsneedtohavealinkwiththeuniversitysuchasthroughamemberofstaff,

student or alumni and there should be some benefit to the charity and the institution.

Trustees seek funds tomeet these needs and are responsible formaking bids to funding

bodies.Theyalsoencouragestaffandstudents toraise fundsthrougharangeofactivities

bothwithinandoutside the institution.Trusteesarealso responsible forplacing thework

and success of the charity in the public domain. They do this through newsletters,

maintainingthecharitywebsite,byusingsocialmediasuchasFacebookandothermeans.

WhileS.H.O.C.C.oftenprovidesthemainfundingcontribution,ourprojectstypicallyfeature

contributionsfromthebeneficiarycommunitiesthemselves.

Since1971 several hundred staff and studentshave committed themselves to a periodof

workoverseasorhaveworkedonavoluntarybasiswithlocaldisadvantagedgroups.Whilst

itisdifficulttobepreciseabouttheamountsoffundingraised,itisestimatedthatstaffand

students,bothpastandpresent,have,since1971,beenlinkedtoover125projectsandhave

raisednearlyamillionpounds.

Achievementsandperformance

SHOCCcontinuedtoworkwitharangeofpartnersboth intheGlobalSouthandnearerto

homeintheTwickenhamarea.Asinpastyears,costswerekepttotheminimumandover

99%ofourincomewentdirectlytoprojects.

Thetotalfundsraisedduringtheyearamountedto£53,015withoverhalf(£28,435)being

paid into our Just Giving site. Most of this was what the Charity Commission terms

‘restrictedfunds’ inthattheyweredonatedforspecificprojectssuchasthe£11,740given

by35families inNorthamptonshirefororphansatOutspanprimaryandsecondaryschools

inUganda.A further£9,026wasdonatedtosupport theworkofGrassrootsTanzania (see

details for the new classroombelow).Unrestricted donationswere used to fundour new

projectschoolatKisakiinTanzania(£3,500),tohelpdevelopthemusicintheparishofMto

waMbuinTanzania(£3,250)andwesentafurther£4,826intotaltoStKevin’sandStPaul’s

schoolsatMarigatKenya.WewerealsodelightedtobeabletocontinuesupportingStPaul’s

YouthClubinPutney(£1,800).

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AswellastheJustGivingdonationswhichattractedGiftAid,wealsoreceived£6,250from

Trustsand£6,784fromindividualdonations.OurLentjamjarcollectionandsponsoredwalk

raised£1,126andGiveasyouEarnafurther£905.

Asfigure2shows,justoverhalfofourincome(£28,435)camefromourJustGivingsitesand

especiallyfromthoseprovidingrestrictedfundingforOutspanSchoolUganda(£11,740)and

GrassrootsTanzania(£9,026).Wereceivedadonationof£6,250fromaTrustforprojectsin

Tanzaniaand the tax refundongift aideddonationsaddeda further£1,915 toour funds.

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Figure1IncomeandExpenditure2008-2016

Series1

Series2

200820092010201120122013201420152016

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Figure2Whereourmoneycamefromin2016

JustGiving

Donations

Trusts

TaxRefund

GiveasyouEarn

St.Mary'sUniversity

CAF

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Theprojectswesupportedin2016

During 2016 SHOCC was able to help 10 projects most of which were overseas. A brief

summaryofwhatourfundinghelpedtoachieveisprovidedbelow.

Outspan–Astarfromthefilm‘QueenofKatwe’visitstheschool

A number of families and schools in

Northamptonshire support the Outspan

project in Uganda. A university student,

10 secondary pupils and 25 primary

childrenarebeingsponsored,upfrom33

pupils in 2015. Since we started

supporting Outspan in 2011, we have

sent £52,548 to the schools and have

beenable toobtainover£10,000 inGift

Aidforthem.

A recent highlightwas the showingone evening of theDisney film,Queenof Katwe, to a

packed school. A star of the film, PhionaMutesi, turned up unannounced and joined the

pupils,much to their delight. Chess is to be taught at the school and a SHOCCdonor has

provided funds to purchase locally made sets and pieces. Follow Outspan at:

https://www.facebook.com/OutspanSchool/photos/a.993664570680149.1073741829.2472

17265324887/1406542879392314/?type=3

ProyectoVida–fundingobtainedtotakeeco-farmideasintovillages

Oneofourlongestrunningprojects,theProyectoVida

HIV/AIDS hospice and clinic at Coatepeque,

Guatemala run by Simmarian Dee Smith MBE, has

beenawardedmajorfundingbyanInternationalNGO

to expand the eco-farmproject. Thiswill enableDee

to develop her vermiculture, natural pesticides and

medicinal plants work with HIV+ families on their

home gardens. She will then provide marketing

facilitiesfortheirproduce.

PhionaMutesi,oneofthestarsoftheDisneyfilmQueenofKatwe,joinedpupilsatOutspantowatchashowingofthefilm

DeereceivesherMBEinrecognitionof40yearsvoluntaryserviceforthepoorintheGlobalSouthfromtheBritishHighCommissionertoGuatemala.

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SHOCC provided funding to enable Dee to purchase 5 acres of land that has become the

hospicefarm.Honeyproductioncontinuesapaceandsheharvested500litresinMarch.The

wastecoffeehusksprojectcontinuestoproduceexcellent‘wormtea’andworkiscontinuing

todigtheSHOCCfundednewwellthatwillmakethehospiceandfarmwater-secure.

TrusteeDrKevinCook isvisiting theproject in June2017andwill reportbackonhisvisit.

FollowSHOCCat:www.facebook.com/SimmiesSHOCC

TokeepuptodatewithDee’sworksee:https://www.facebook.com/pg/Proyecto-Vida-

764124167021745/posts/

GrassrootsTanzania–theclassroomshaveanewroof

SHOCChasbeensupportingtheworkofGrassrootsTanzaniasinceitbeganin2013andwe

aredelightedwiththeprogressachievedwiththenewItumbaPrimaryschool.Thevillageof

ItumbaHill,hometoover400youngstersofschoolage,islocatedinoneofthemostremote

regionsofTanzania.Thevillagerstriedtoraisethemoneytobuildtheminimumtwo

classroomsbutattemptsalwaysfailedtomeetstrictgovernmentregulations.Itumbaisa

partofthecountrythatis‘offgrid’withnobasicamenitieslikeelectricityorrunningwater

WorkmeninfrontofthenewlyroofedclassroomsandofficeblockatItumbaHillPrimarySchool,Tanzania.SHOCChasprovidedfundingtoenablethisexcellentprojecttomovetowardscompletion.

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andboysfromtheageof12herdcattleandthegirlsaremarried.GrassrootsTanzania

decidedtohelpandtheroofingoftheexcellentclassroomsisawonderfulachievement.

FormoreinformationabouttheworkofGrassrootsTanzaniasee:

http://www.grassrootstz.org/education/

MtowaMbu–PreparationsforClevelandscouts’2017visittoconstructclassrooms

2017willbeanimportantyearinthelifeofSpiritanmissionaryFrPeterKwayandStJude’s

parishofMtowaMbu inTanzania.Every fouryearsscouts fromCleveland in thenorthof

theUKspendamonth inaGlobalSouth location. In2013theyvisitedMarigatandbuilta

classroomandkitchenblockatStPaul’sSchool,along-standingSHOCCproject.In2016,the

teamof leadersvisitedtheSHOCCprojecttocarryoutthenecessaryriskassessmentsand

prepare for the 2107 visit. SHOCC recommended the school for development and is

delightedtocontinuetosupportitsworkandthatofthecommunityatEngarukaafewmiles

away. Trustees Kevin Cook and Elizabeth Byrne Hill will be visiting in July 2017 and will

reportonprogressviatheSHOCCFacebookpage.

www.facebook.com/SimmiesSHOCC

MuthetheniGirls–excellentexamresultsandmemorialplaques

In 2014 SHOCC was able to provide the

funding to renovate three science

laboratories at Muthetheni Secondary

Girls’ SchoolnorthofMachakos inKenya.

We were able to do so having received

two generous donations from the estate

of Amy Hemmings and Antony Kenney,

both past members of staff at the

university.InNovember2016wereceived

theresultsofthegirls’examinationresults

in the Kenyan secondary examinations.

Markingwas felt tobeparticularlysevere

thisyearasthegovernmentattemptedto

reduce cheating. Overall, the school

slipped slightly from a score in the 14

subject curriculum of 7.249 (B-) achieved

PlaquespresentedtoMuthetheniGirls’School

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in2015to6.89(C+)in2016.Inthesciences,however,theoverallscoreshowedanupward

trendwithphysicsimprovingfrom8.36(B-)to9.393(B)(thebestresultofanysubjectinthe

school)andbiologyshowingamarkedimprovementfrom5.87(C)to6.826(C+).Chemistry

declinedfrom5.87(C)to4.503(C-).

INSTwickenham

In 2008whenweestablishedour own, independent charity,we added another ‘C’ to our

name to reflect theprojectswe supported inour local community. InNovember2016we

receivedarequestfromtheTwickenhambasedIntegratedNeurologicalServicesforasmall

amountof funding.Thefundingbidcamefromapastsportssciencestudentemployedby

INS as a rehabilitation officer and was to be used to support patients with long-term

neurologicalproblems.Wecouldseeanobviouslinkwiththeuniversityandweredelighted

tobeabletohelp;ifonlyinaverysmallway.

Molly’sSmile–anewassistedlearningsuitefortheuniversity

OnJuly1st2015,MollyBurdett,astudentat

St Mary’s, died after a short illness.

Diagnosed at the age of 15 with dyslexia,

Molly’s family have ensured that her

memory lives on by setting up Molly’s

Smile.Theyareraisingthe£21,000required

todevelopanassisted learningsuiteatthe

University and are over half way to

achievingtheir target.SHOCCwasaskedto

helpandweareprovidingalinkthroughthe

project JustGivingsite.Wearecoveringall

theJGcostsandwillbeabletoaddafurther

20%ofGiftAidtoalldonations.

Formoreinformationonthisprojectsee:

https://www.facebook.com/pg/mollysmilefund/about/?ref=page_internal

Molly’streeontheUniversitycampusinFebruary2017readyforanother

awarenessraisingandfundayinaidofMolly’sSmile

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StPaul’sYouthClubPutney

SHOCC has supported the Putney based St

Paul’s Youth Club for several years since

Robert Hyland, a member of St Mary’s staff,

and Cassandra Evans reported the loss of

crucial funding following Local Authority cuts.

Therewasadangerthattheweeklysafe-haven

for visually impaired, severely disabled or

mentally challenged young people between

theagesof11and19wouldhavetoclose.

St Paul’s is the only youth club in the area

catering for these severely disadvantaged young people. SHOCC was able to support

Robert’sworkwithagrantof£1,800thisyear.Thispaidfortherent,insuranceandthisyear,

hasfundedthepurchaseofmusicequipment,drinksandsnacks. Italsoenabledtheyouth

clubtoestablishatuckshopwherethechildrencanpurchasesweetswiththesmallprofit

madegoingbackintotheproject.

StKevin’sinfantandprimaryschoolMarigatKenya

OnMonday14thJanuary2013FrPeterKway,Parish

PriestatMarigat in thenorthofKenya’sRiftValley

officiallyopenedStKevin’sinfantschoolatTuyapei,

a fewmiles outsideMarigat. The 50or so children

whostartedtheireducationaljourneythatdaywere

agedbetweentwoandthreeandahalf.Mosthave

since ‘graduated’ and moved on to the infant

section and a moving ceremony was held in late

2016 to celebrate their achievements. SHOCC

providedfunding(£2,288)forthekitchenandtoilet

blockandhassupportedtheschoolwithdonations

from its annual Lent jam jar collection sponsored

walk.Thishasprovidednutritiouslunchesofgitheri

(maize and beans) for the whole school for three

months.

Childrenatthecentreenjoythecakestheyhavemadeduringasession

ATuyapeimotherandchild–afuturepupilattheschool?

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Plansforthefuture

Themainobjectivessetfortheyear2017are:

• To continue to support financially and spiritually our projects such as those at

Chekereni,OrkililiandItumbaHillinTanzania,Marigat,MachakosandKawangware

inKenya,OutspaninUgandaandProyectoVidaGuatemala.

• To seek towiden our linkswith local charities and provide funding tomeet their

needsespeciallywheretheyhaveastrongconnectiontotheuniversity.

• TocontinuetoexpandourdonorbasethroughGiveasyouEarn,CharitiesAidGiving

and our Just Giving web sites and to investigate the opportunities for obtaining

fundingfromawiderrangeofTrustFunds.

• TocontinuetoraisefundsthroughsponsoredeventsinandaroundtheUniversity.

• Toraiseanincomefortheyearofatleast£40,000fromadiversefundingbase.

Structure,governanceandmanagement

SHOCCwasfoundedinSeptember2007andhasbeengovernedasaCharitysincethatdate.

Itreplacedtheexistingcharity,StrawberryHillOverseasConcern(SHOC)foundedin1971.It

tooktheopportunitytowidenitsremittotakeinlocalaswellasinternationalprojectsbut

its mission remains essentially the same. It continues to be the recognised charity of St

Mary’sUniversity.

Trustees

Trustees are selected by the existing Trustees in accordance with our Trust Deed and

accordingtotheskillsandexperiencerequiredforthecharitytofunctionwell.NewTrustees

areinductedintotheirrolesundertheguidanceoftheexistingTrusteesandwiththehelpof

therelevantpublicationsoftheCharityCommission.Aswellasbecomingfamiliarwiththe

charity'sobjectives, valuesandwaysofworking, Trusteesareencouraged to visit projects

wheneverpossibletoseeatfirsthandtheworkofthecharity.

Duringtheyearto31stDecember2016,SHOCChadeightTrustees.SisterAmicia,resigned

through illhealth,DavidLeenmoved toanewpostandGwenO’Leary resigned.Wehave

acceptedDavid’skindoffertoactasfinancialadvisortothecharity,tovalidateourannual

accountsandprovideadvicewhenrequired.Wewishhimeverysuccessinhisnewposition.

WealsosaidgoodbyetotheChaplain,FrGerryDevlin,whohasmovedtoanewpost.We

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weregratefultotheuniversity’sAssistantChaplain,CarolineStanton,whoprovideduswith

considerableofsupportinmanyways.

TheTrusteesholdregularmeetingstoreviewtheworkofthecharity,toagreeforwardplans

and budgets and to determine othermatters of general policy. There is frequent contact

amongtheTrusteesandbetweenTrusteesandstaffoutsidethesemeetings.Thecharityhas

a large supporter base made up of representatives from areas of the university. These

supportersareinvitedtoattendsomeofourmeetings.

The work of the charity is managed under the headings of Project Funding, Finance,

FundraisingandPublicity.IndividualTrusteestakealeadingroleinrelationtoeachofthese

areasandadditionalinputsareprovidedbysupporters.

Theoperationofthecharity

StrawberryHillOverseasandCommunityConcern(SHOCC)currentlydoesnotmakeuseof

officespaceandhasnooverheadsofthiskind.Itsdaytodaymanagementisinthehandsof

theChairofTrustees.ItsmeetingsareusuallyheldintheChaplaincyattheUniversity.

Trustees and the supporter group, operating from the university, make a wide range of

valuablecontributions,suchasorganisingsalesandeventstoraisefunds.Regulardonations

arereceivedfromannualeventssuchastheuniversitycarolsinginginLondon,fromchapel

collections,fromsponsoredeventsandfromindividualdonationsthroughGiveasyouEarn

ortothecharity’sJustGivingsitesontheweb.Contributionstothecharity’sworkarealso

receivedfrompaststudents.

Publicbenefit

In exercising their powers and duties, the Trustees have due regard for the guidance on

publicbenefitpublishedbytheCharityCommission.Thecharity'sactivities,therefore,give

risetoidentifiablepublicbenefits,bothintheUKandoverseas.

StrawberryHillOverseasandCommunityConcern’sfocusisonthedisadvantagedinitslocal

community and overseas. For them, the benefits are clear. Providing sums of money for

classroomconstructionorforthebuildingofanHIV/AIDShospicecanbethestartingpoint

forwiderdevelopment.Whereverpossible,weencouragethelocalcommunitytohelpmeet

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the costs of projects as this gives them ownership and helps to make the projects

sustainable.Theircontributionoftentakestheformofprovidingthelabourrequiredtocarry

outconstructionwork.Ourfundscannevermeetallthecostsofaschoolandinputfromthe

local community during and after construction is essential. As an example we required

MuthetheniGirls’School toprovide10%of theoverall costsof the laboratoryprojectand

theydidso.Thishasgiventhem‘ownership’oftheproject.

Riskmanagement

As a grant-awarding charity, the main area of risk is the extent of our commitments in

relation to the funding of our projects. The charity seeks to limit commitments to a level

which can bemet out of funds available to it. Funds cannot be provided unless they are

availableandprojectsaremadeawareofthetimeitmaytaketomeetacommitmentinfull

giventhatSHOCCisarelativelysmallcharity.

Allprojectsmusthaveadistinctandrecognizablelinkwiththeuniversityandfundingisnot

providedforapplicationsthatdonotmeetthiscriterion.For largeprojectssuchasthatat

Muthetheni,a localprojectmanager isappointedanda legalcontractnegotiatedbetween

SHOCC, the project and the contractor. Three quotations are required for projects of this

sizeandaseparatebankaccountismandatory.SHOCCagreesatimetablefortheworkand

regulartranchesoffundingareonlydeliveredonthesuccessfulcompletionofstagesofthe

work.Aproportionofthefunding(usually5%)isretainedandisonlypaidtothecontractor

sixmonthsafterthecompletionoftheprojectsubjecttoitbeingsignedoffatthistime.

Inassessingindividualprojects,theTrusteesconsiderthefollowingaspectsofeachproposal

forfunding:

• ThesignificanceandimportanceoftheprojectinrelationtotheaimsofSHOCCand

themissionandvaluesofStMary’sUniversity,

• The need for and benefit/impact of the project on the community in which the

projectisbased,

• The viability/sustainability of the project in the medium/longer term i.e. will it

requirefutureinvestmentorwillitbeself-sustaining,

• Thelikelihoodoftheprojectproceedingtocompletionandachievingitsaims,

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• The value for money of the project taking into account the funds that are being

requestedinlightofthepotentialbenefit/impactoftheprojectandthelikelihoodof

accessingrelated/otherfundingifrequired.

Project applications are submitted using a standard format that requires applicants to

provideinformationunderthefollowingheadings:

Name,address,andcontactdetails

Projecttitle

LinkswiththeUniversity

Detailedcosts

Othersupport/funding

Referees

The risks inherent in each project are assessed. In particular, the following aspects are

considered:

• The capability of the partner organisation to carry out the project and the

effectivenessofitsoperations;

• Thecommitmentofthebeneficiarycommunitytotheproject;

• The technical soundness of the proposed works and their sustainability after

completion;

• Thevalidityofthebudgetedcostsandthetimescaleproposedfortheproject.

TheTrusteeskeeptheorganisationofthecharityunderreviewandseektoensurethatitis

adequatelystructuredandresourcedtomeettheneedsofitsoperations.

Financialreview

Theannualaccountsshowatotalincomeforthefinancialyearending31stDecember2016

of£53,178(2015£42,243).Thetotalexpenditurebythecharityonitsprojectprogrammes

was£36,826(2015£57,145).Thecharityhadnoprojectsupport,fundraisingorgovernance

costs. The majority of this expenditure went to school building projects in Kenya and

Tanzania and toproviding school fees for children at a school inUganda.A small amount

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wasprovided for local Twickenhamneeds.Details of someof theseprojects areprovided

above.

The financial performance of the charity is monitored against agreed budgets, with the

TrusteesreceivingregularstatementsofIncome,expenditureandreservesheld.

The level of reserves is kept under regular review. The Trustees have agreed to keep this

figureaslowaspossibleasthecharityhasnooverheads,wishingtodistributeitsincometo

projects asquickly aspossible.Nevertheless,onnoaccount can the charitybeallowed to

manageanegativeoverallbudgetandprojectsareonlysupportedwhenfundsareavailable.

Reference ismade in the financial statement to those funds received for specific projects

(restrictedfunds).Theseareheldforthepurposesagreedwiththedonorsandareexpended

totherelevantprogrammes.Intheaccountsfor2016restrictedfundsaccountedfor82%of

total income; an increase on the 72% in 2015. Cash reserves at 31st December 2016

were£25,923.

Ideclare,inmycapacityasaTrustee,thattheTrusteeshaveapprovedthisReportandhave

authorisedmetosignitontheirbehalf.

Signed KevinLCookFullnameDRKEVINLAURENCECOOK

Position TrusteeDate8thJune2017