2021-12-31-accounts

Trustees’ Annual Report for the period

From 01.01.21 to 31.12.21

Charity name: Chipembele Trust UK

Charity registration number: 1107698

Objectives and Activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	The objects of the charity are 1. The advancement of education in Zambia 2.The promotion of environmental sustainability for the benefit of people in Zambia
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	The charity solely supports the activities of Chipembele Wildlife Education Trust, a registered charitable trust in Zambia (since 1998). These activities include conservation education for Zambian school children and local communities, student sponsorship at secondary and tertiary level, wildlife rehabilitation and community support.
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	The Trustees have had regard to the guidance issued by the Charity Commission on public benefit and believe that they comply with this guidance.

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

	SORP reference
Policy on grant making	Para 1.38
Policy on social investment including program related investment	Para 1.38
Contribution made by volunteers	Para 1.38

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	The main achievements of the charity in 2021 include: • Raising funds for CWET from grants, fund raising initiatives and individual donations (ad hoc, repeat, Direct Debits etc). • Processing and transferring £120,165 of donated funds through the charity to CWET in Zambia in 2021. This represented 46% of the total income of CWET that year and was a major contribution to the operational and administrative running costs of the organisation. • Administering and collecting Gift Aid on appropriate donations • Promoting the charity and its beneficiary charity in Zambia among the general public • Regularly liaising with the CEO and with the Founding Director of CWET. Assessing CWET monthly management reports to ensure Chipembele Trust’s objectives remain up-to-date and relevant. • Supporting CWET in its achievement as the leading conservation education NGO in Zambia Chipembele Trust’s support of CWET in 2021 helped the organisation to provide an extensive and successful conservation education programme in 31 Government schools and hundreds of local community groups. It also helped provide sponsorship for 34 school students and 13 university students.

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

Achievements against objectives set	Para 1.41
Performance of fundraising activities against objectives set	Para 1.41

Investment performance against objectives	Para 1.41
Other

Financial Review

Review of the charity’s financial position at the end of the period	Para 1.21	The Trustees have carefully considered the financial status of the organisation and have assessed that it is financially sound. At the end of the year the book balance of the charity was £9075.
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	Chipembele Trust’s expenditure is minimal as the Trustees are all volunteers and do not claim allowances or expenses. Organisational expenditure comprises monthly bank charges and occasional small administrative expenses. The Trustees therefore agreed to aim to maintain sufficient free reserves in unrestricted funds to cover 3 months of the charity’s administrative/bank charges and to assist CWET with any funding shortfall or emergency funding.The Trustees consider that this level would provide sufficient funds to ensure that both governance and emergency support costs are covered.
Amount of reserves held	Para 1.22	£9,297
Reasons for holding zero reserves	Para 1.22	N/A
Details of fund materially in deficit	Para 1.24	N/A
Explanation of any uncertainties about the charity continuing as a going concern	Para 1.23	None

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	Chipembele Trust’s main sources of income in 2021 were as follows: • Individual donations (ad hoc contributions and regular bank transfers) • Gift Aid • Grants from other organisations or trusts: Livingstone Foundation, CCG Trust, Kleinwort Trust, Inner Wheel of Canterbury, Schulprojekte Sambia, Chris Fenner Fund • The Big Give match fund
Investment policy and objectives including any social investment policy adopted	Para 1.46	None

A description of the principal risks facing the charity	Para 1.46	The trustees have carefully considered the potential risks facing Chipembele Trust. They have concluded that as it is financially and administratively stable it does not face any significant risks. However, the charity it supports in Zambia can be subject to considerable currency fluctuations and high inflation rates (22.8% in 2021) which affect the annual budget and the funds available for operations and programmes. To help mitigate this risk in 2021, the Trustees agreed hold on to the funds during a particularly unstable political time when there were General Elections. Once the new Government was in place the currency exchange rate stabilised and the funds were then sent to CWET.
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	Throughout 2021 there were 4 Trustees, which fulfils the requirement in the Trust Deed of there being at least 3 Trustees. Apart from the first Trustees each new Trustee must be appointed by a resolution of the Trustees passed at a special meeting. All other terms and conditions specified in the Trust Deed regarding Trustees were adhered to.

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
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	Chipembele Trust
Other name the charity uses
Registered charity number	1107698
Charity’s principal address	3 Larkhill House Cemetery Road Abingdon Oxon OX14 1GN

Names of the charity trustees who manage the charity

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20	Trustee name	Office (if any)	Dates acted if not for whole **year **	Name of person (or body) entitled to appoint trustee (ifany)
	June Chapman
	Nigel Morgan	Chair/Hon Sec
	Paul Norley	Hon Treasurer
	Anna Tolan

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

Director name N/A

Name of trustees holding title to property belonging to the charity

Trustee name	Dates acted if not for whole year
N/A

Funds held as custodian trustees on behalf of others

Description of the assets None held in this capacity

Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects

Details of arrangements for N/A 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

N/A

Other optional information

Declarations

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signature(s) Full name(s) Position (eg Secretary, Chair, etc) Date
	Anna Tolan	Nigel Morgan
	Trustee	Trustee. Chair, Hon Sec
	25.07.22 25.07.22
	25.07.22

The Chipembele Trust Statement of Accounts For the year ended 31st December 2021 Charity number: 1107698

The Chipembele Trust

Statement of Accounts

Contents Page Income and Expenditure Account 1 Statement of Assets and Liabilities 2 Notes 3

The Chipembele Trust

Income and Expenditure Account

for the year ended 31st December 2021

Incoming Resources Donations Donations via Paypal Investment income and interest Gift aid refunds Sundry income Total incoming resources Resources Expended Charitable expenditure Fundraising costs Paypal and JustGiving fees Management and administration Finance and bank charges Total resources expended Net incoming/(outgoing) resources for year Total funds at 1 January 2021 Total funds at 31 December 2021	£ £ 48,158 3,797 - 6,331 - 58,286 120,120 123 409 - 165 (120,816) (62,531) 71,828 9,297 2021	£ £ 50,371 6,710 - 5,970 - 63,051 20,000 350 745 111 28 (21,234) 41,817 30,011 71,828 2020

1

The Chipembele Trust

Statement of Assets and Liabilities as at 31 December 2021

Current assets Debtors Cash at bank and in hand Current account Paypal - sterling account Paypal - dollar account Net current assets Net assets Represented by: Funds and reserves Restricted funds Unrestricted funds	£ £ £ 9,273 18 6 9,297 9,297 - 9,297 9,297 2021	£ £ £ - 71,804 18 6 71,828 71,828 10,606 61,222 71,828 2020

2

The Chipembele Trust

Notes to the Statement of Accounts for the year ended 31st December 2021.

1

Principal Accounting Policies

Basis of Accounting

The basis of preparation of the accounts is that they are receipts and payments accounts.

Taxation

The Trust has been granted charitable status by HM Revenue and Customs and is therefore not liable for taxation.

2

Restricted Funds - 2021

Community support Conservation Education/Outreach Nature Nights Animal Rehabilitation M Banda V Banda W Banda Kunda Milanzi Mvula Phiri L Zulu S Zulu	Balance Balance brought carried forward Income Expenditure forward £ £ £ £ - 10,606.41 (10,606.41) - - - - - 460.00 (460.00) - 600.00 (600.00) - 355.00 (355.00) - 480.00 (480.00) - 200.00 (200.00) - 40.00 (40.00) - 360.00 (360.00) - 10,606.41 2,495.00 (13,101.41) -

Donations in respect of Bandas, Kunda, Milanzi, Mvula, Phiri, L Zulu and S Zulu are all sponsorship.

3

Trustees' Remuneration

No remuneration was paid to any of the Trustees.

4

Investment and Interest

----- Start of picture text -----
2021 2020
£ £
Bank interest 0 0
Repayment supplement 0 0
0 0
----- End of picture text -----

3

CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Section A Independent Examiner's Report Report to the trusteesl members of The Chipemb8le Trust On accounts for the year ended 31st Deomber 2021 Charity no (if any) 1107698 I report to the tnjstees ￿ my examination of ttE accounts of the above charity fthe Trusf) for the year ended 31" DerEmber 2021. As the charitys trustees, you are responsib￿ for the preparntion of the accounts in accordance wtth the rffjuiremerts of the Charities Ad 2011 {Yhe Acr). Responsibilities and basi3 of report I report in respect of my ekyninati¢￿ of the Trusfs acC￿ntS carried out under section 145 of the 2011 Ad and in carrying out my examination, I have followed all the applicab￿ Difecth)ns given by the Chaiity Commission under secbon 145{5)Ib) of the Act Independent I have completed my examination. I confirm that no material matters have examinerfs statement come to my attenticn in connecticn the eXaMinat￿n which gives me cause to betieve that in, any material respect the accounting records were not kept in accordance with section 130 of the Charities ACL or the accourrts did not &C¢xd with the accounting records: or the ￿ntS did not cxKnply with the applicable requirements con￿mIng the fomi content of accounts set out in the Charities (Accounts and Reports) ReguL8bons 2008 other than any reqUireM￿t that the accounts give a 'true and fairf vitsw which ￿ not a matter constdered as part of an indewdent examination. I have no concems have come ￿0$S no other matters in connection Wtth the examinatM)n to which attenb.on shujld be drawn in this report in order to enable a proper understsnding of the accounts to be reached. Signed". Date: Name: Sarah Lindsay Relevant professional qualification(s) or body Irf any): Chartered Instttute of Tax"on Associatim of TaxatK)n Technicians Address: Yew Tree H¢JJse. The Stree( Cdmersham. Canterbury CT4 7DU

Section B Disclosure Only complete if the examiner needs to highlight material matters of concern (see CC32. lTrJependent examination of charity accounts: directions and guidance for examiners). Give here brief details of any items that the examiner wishes to disclose.