Trustees’ Annual Report for the period
From 01.01.24 to 31.12.24
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 (CWET), 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 | All of the Trustees work for the Trust on n entirely voluntary basis. The Financial Adviser prepares the accounts on a volunteer basis. |
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 2024 include: Raising funds for CWET from grants, fund raising initiatives and individual donations (ad hoc, repeat, Direct Debits etc). Raising £75,171 in donated funds (both restricted and unrestricted) for support of CWET’s work in Zambia. This represented 19% of the total income of CWET that year and was a significant contribution to the operational and administrative running costs of the organisation. Administering and collecting Gift Aid on appropriate donations Networking and promoting the charity and the work of 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 and in particular its support of vulnerable Zambian youth in their education 2 of the Trustees visited CWET in September 2024 (another of the Trustees is the Founding Director and is based there all year round). They visited the projects and met the CEO and other staff to have a clear understanding of where the money they had raised as a UK charity was being spent Chipembele Trust’s support of CWET in 2024 helped the organisation to provide an extensive and successful conservation education programme in 29 Government schools and hundreds of local community groups. It also helped provide sponsorship for 40 school students and 18 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 and a qualified financial adviser 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 £1699. |
|
|---|---|---|---|
| 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 | £3,000 | |
| 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 2024 were as follows: Individual donations (ad hoc contributions and regular bank transfers) Gift Aid Grants from other organisations or trusts: Chris Fenner Fund, Olsen Animal Trust, Exploration Company, Pestalozzi Trust The Big Give Green 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 (15.3% in 2024) which affect the annual budget and the funds available for operations and programmes. |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document | Para 1.25 | Trust Deed |
| How is the charity constituted? |
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 2024 there were 5 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 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| June Chapman | Trustee | |||
| Nigel Morgan | Hon Sec | |||
| Paul Norley | Hon Treasurer | |||
| Anna Tolan | Trustee | |||
| Dave Horsburgh | Trustee |
– Corporate trustees names of the directors at the date the report was approved N/A
Director name N/A
Name of trustees holding title to property belonging to the charity N/A
| 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 | ||
| Financial | Sarah Lindsay | Sadler House Farm, Goathland, Whitby, North Yorkshire, |
| United Kingdom, YO22 5NN |
Name of chief executive or names of senior staff members (Optional information) None
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) Anna Tolan Position (eg Secretary, Trustee Chair, etc) ~~——~~ Date 13 Sep 2025 ~~pn~~
The Chipembele Trust Statement of Accounts For the year ended 31st December 2024 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 2024
| 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 2024 Total funds at 31 December 2024 |
£ £ 69,018 486 - 5,667 - 75,171 80,000 5,000 149 127 110 (85,386) (10,215) 11,914 1,699 2024 |
£ £ 55,550 3,368 - 889 - 2023 |
£ £ 55,550 3,368 - 889 - 2023 |
|---|---|---|---|
| 59,807 80,855 - 443 - 110 |
|||
| (81,408) (21,601) 33,515 |
|||
| 11,914 |
1
The Chipembele Trust
Statement of Assets and Liabilities as at 31 December 2024
| 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 |
£ £ 1,591 23 85 1,699 1,699 - 1,699 1,699 2024 |
£ £ - 11,752 157 5 11,914 11,914 - 6,752 6,752 2023 |
£ £ - 11,752 157 5 11,914 11,914 - 6,752 6,752 2023 |
|---|---|---|---|
| 11,914 | |||
| - 6,752 |
|||
| 6,752 |
2
The Chipembele Trust
Notes to the Statement of Accounts for the year ended 31st December 2024
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 - 2024
| Chipembele Conservation Centre running costs Animal Rehabilitation Student sponsorship Monthly food for Nelly Phiri Conservation Education Sponsorship of intern, Besnart Manda Aspiring Conservation Leaders Programme Nature Field Centre store Food for Blessing Kunda |
Balance Balance brought carried forward Income Expenditure forward £ £ £ £ 6,000.00 (6,000.00) - 4,500.00 (4,500.00) - 3,412.58 (3,412.58) - 132.00 (132.00) - 13,594.82 (13,594.82) - 1,674.98 (1,674.98) - 10,000.00 (10,000.00) - 500.00 (500.00) - 10.00 (10.00) - |
|---|---|
| 39,824.38 (39,824.38) - |
3
Trustees' Remuneration
No remuneration was paid to any of the Trustees.
4
Investment and Interest
| Bank interest Repayment supplement |
2024 2023 £ £ 0 0 0 0 |
|---|---|
| 0 0 |
3
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trusteesl members of The Chipembele Trust On accounts for the year ended 31st Dember 2024 Charity no (if any) 1107698 Set out on pages I report to the trustees on my examination of the accounts of the above charity ("the Trust") for the year ended 31/1212024. Responsibilities and As the charily 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 ('Ihe 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. I have completed my examination. ? confirm that no material matters have 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 accordan with section 130 of the Act or the accounts do not accord with the accounting records Independent examiner's statement 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.de.lete the wonys in the bRckets if they do not apply. Signed: Date: 211412025 Name: Sarah Lindsay Relevant professional qualification(s) or body (if any): CTA - Chartered Institute of Taxation ATT- Association of Taxation Technicians - Fellow Address: Sadler House Fann, Goathland, Vvhitby, North Yorkshire Y022 5NN Section 6. . Oisci'osu Onty complete if the examiner needs to highlight matters of concem (see CC32, Sndependent examination of charity accounts: directions and guidance for examiners). IER October 2018