## Trustees' Annual Report THE HELP UGANDA TRUST **Registered charity Number 1113447** 

**For the period from 1[st] January 2023 to 31[st] December 2023** 

## **Charity's principal address** 

120 Silverdale Avenue Walton on Thames Surrey KT12 1EQ 

## **Trustees who manage the charity** 

1 Mr ARA Robertson Chairman 2 Mrs CC Gray 3 Mr KJ Mantle 4 Mr RWS Lee 5 Mrs E-J Simpkin 6 Mr MD Simpkin 7 Mrs LE Speed 8 Mr SJC Speed 9 Mr S Di Gregorio Treasurer 

## **Description of the charity’s Governance** 

The Help Uganda Trust is constituted by a Trust Document and new Trustees are appointed by the Trustees. 

The Charity is managed by a number of volunteers who support the Chairman Mr Andrew Robertson with fundraising and with overviewing the work of local support organisations in Kampala. The charity does not directly employ anyone and instead makes grants to local partner organisations. 

The Trustees met formally once during the year in person; however, they regularly communicate via email throughout the year and including information about funding requests and cash transfers. They also regularly speak informally. 

The Chairman often speaks with the young people and with volunteers in Kampala and receives regular updates. 

The Trust continues to work with the Daughters of Charity (DOC), a Uganda-based charity under the auspices of the Catholic Archdiocese of Kampala. The Daughters of Charity continue to be the local employer of staff. 

The Trust ensures that its services and support are provided to children regardless of ethnic origin or religious background. Given that the Charity is in wind-down mode and there have been no new young people joining for a number of years the composition of young people held will be distributed in accordance with the original cohort. 

All monies raised by the HUT are paid into an account held with Barclays Bank in the UK and transfers are made to Uganda on a monthly basis in line with specific requests for 



school fees, staff salaries, food and medicine etc. A transfer via Barclays Kampala typically takes four to five days. 

## **Summary of the objects of the charity set out in its governing document** 

The relief of poverty and sickness and the advancement of education, whether generally or individually, of children and young people in Uganda, in particular, but not exclusively, the children of St Michael’s Children’s Home in Nsambya, Kampala, by making grants of money for providing or paying for items, services or facilities or through the provision of goods or services or grants. 

## **Summary of the main activities undertaken for the public benefit in relation to these objects** 

When planning our activities for the year, the Trustees have considered the Charity Commission guidance on public benefit. We have ensured that all activities are for the benefit of the disadvantaged children and young people who were previously at St Michael’s home and other parts of Uganda. 

The Trustees continue to believe that in addition to food and medical assistance, that providing education and training provides the best way of relieving long term poverty. We aim subject to our financial constraints to provide education or technical training to a young person until they are able to leave the home and support themselves. 

## **Chairman’s Report** 

As in previous year we continue to slowly wind down the charity as more of the young people graduate or finish training and are permanently resettled into independent living. The resettlement process involves finding the young people simple accommodation, paying for a number of months rent and providing them with enough essentials to be started. We have aimed to resettle them close to their employment so that they minimise unnecessary travel expenses. 

2023 was the first full year post the pandemic and there was a large number of young people to resettle for a single year. At the end of 2022 there were 18 young people still be supported and by the end of 2023 this had reduced to 9. 

In March 2023 a special magazine was produced by the young people “the Journey” which highlighted the work over many years and the outcome of the young people 

## **Further financial review details** 

Funds raised from general supporters continued but as previously explained at lower than historic levels. Since Fr John passed away in 2018 and there has been a pandemic that is not so surprising. In addition, a number of our supporters have also passed away. 

It was noted that Fr John left funds within his estate that subject to certain conditions may be available to the Trust to continue its work for the young people. 



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

## **Signed on behalf of the charity’s trustees** 

Andrew Robertson 

Andrew Robertson Andrew Robertson (Oct 29, 2024 18:00 GMT) CHAIRMAN Date 30[th] October 2024 



||**THE HELP UGANDA TRUST**<br> <br>**Charity Name**|**THE HELP UGANDA TRUST**<br> <br>**Charity Name**|**THE HELP UGANDA TRUST**<br> <br>**Charity Name**|1113447<br>**No (if any)**|**CC16a**|
|---|---|---|---|---|---|
||**Receipts and payments accounts**|||||
||**For the period**<br>**from**|01/01/2023<br>Period start date|**To**|31/12/2023<br>Period end date||
|||||||
|**Section A Receipts and payments**||||||
|**A1 Receipts**|**Unrestricted**<br>**funds**<br>**to the nearest      £**|**Restricted**<br>**funds**<br>**to the nearest £**|**Endowment**<br>**funds**<br>**to the nearest £**|**Total funds**<br>**to the nearest £**||
|ST.GABRIEL'S,GENERAL|**-**|**-**|**-**|**-**||
|ST.GABRIELS'S STO RECEIPTS|**1,004 **|**-**|**-**|**1,004 **|**1,824**|
|ST. ERCONWALD'S GENERAL|**41,739**|**-**|**-**|**41,739**|**10,000**|
|ST. ERCONWALD'S STO RECEIPTS|**3,685**|**-**|**-**|**3,685**|**4,189**|
|GIFT AID||**-**|**-**|**-**||
|ST. MICHAEL'S SUPPORTERS SOCIETY||**-**|**-**|**-**||
|||**-**|**-**|**-**||
|||**-**|**-**|**-**||
|**_Sub total_**_(Gross income for_<br>_AR)_|<br> **46,428**|**-**|**-**|**46,428**|**16,013**|
|**A2 Asset and investment sales,**<br>**(see table).**||||||
||**-**|**-**|**-**|**-**||
||**-**|**-**|**-**|**-**|**-**|
|**_Sub total_**|**-**|**-**|**-**|**-**|**-**|
|**_Total receipts_**<br>**A3 Payments**||||||
||**46,428**|**-**|**-**|**46,428**|**16,013**|
|||||||
|<br>ST.MICHAELS CHILDRENS<br>HOME,KAMPALA|**55,049**|**-**|**-**|**55,049**|**41,568**|
|BANK CHARGES|**279**|**-**|**-**|**279**|**260**|
||**-**|**-**|**-**|**-**|**-**|
||**-**|**-**|**-**|**-**|**-**|
||**-**|**-**|**-**|**-**|**-**|
||**-**|**-**|**-**|**-**|**-**|
||**-**|**-**|**-**|**-**|**-**|
||**-**|**-**|**-**|**-**|**-**|
||**-**|**-**|**-**|**-**|**-**|
|**_Sub total_ **|**55,328**|**-**|**-**|**55,328**|**41,828**|
|||||||
|**A4 Asset and investment**<br>**purchases (see table)**||||||
|**,**|**-**|**-**|**-**|**-**||
||**-**|**-**|**-**|**-**||
|**_Sub total_ **<br>**_Total payments_**<br>**_Net of receipts/(payments)_**<br>**A5 Transfers between funds**<br>**A6 Cash funds last year end**<br>**_Cash funds this year end_**|**-**|**-**|**-**|**-**|**-**|
|||||||
||**55,328**|**-**|**-**|**55,328**|**42,088**|
|||||||
||**-                 8,900**|**-**|<br>**-**|<br>**-                 8,900**|**-              26,075**|
||**-**|**-**|**-**|**-**|**-**|
||**9,901**|**-**|**-**|**9,901**|**37,303**|
||**1,001**|**-**|<br>**-**|**1,001**|**9,901**|
|||||||
|**Section B Statement of assets and liabilities at**|||**the end of the period**|||
|**Categories**<br>Signed by one or two trustees on<br>behalf of all the trustees<br>**B5 Liabilities**<br>**B3 Investment assets**<br>**B2 Other monetary assets**<br>**B4 Assets retained for the**<br>**charity’s own use**<br>**B1 Cash funds**|**Details**||**Unrestricted**<br>**funds**<br>**to nearest £**|**Restricted**<br>**funds**<br>**to nearest £**||
||BARCLAYS BANK A/C 60174130||**1,001**|**-**|**-**|
||||**-**|**-**|**-**|
||||**-**|**-**|**-**|
||**_Total cash funds_**<br>(agree balances with receipts and payments<br>account(s))<br>**Details**||**1,001**|**-**|**-**|
||||OK|OK||
||||**Unrestricted**<br>**funds**<br>**to nearest £**|**Restricted**<br>**funds**<br>**to nearest £**||
||NONE||**-**|**-**|**-**|
||||**-**|**-**|**-**|
||||**-**|**-**|**-**|
||||**-**|**-**|**-**|
||||**-**|**-**|**-**|
||||**-**|**-**|**-**|
||**Details**||**Fund to which**<br>**asset belongs**|**Cost (optional)**||
||NONE|||**-**|**-**|
|||||**-**|**-**|
|||||**-**|**-**|
|||||**-**|**-**|
|||||**-**|**-**|
||**Details**||**Fund to which**<br>**asset belongs**|**Cost (optional)**||
||NONE|||**-**|**-**|
|||||**-**|**-**|
|||||**-**|**-**|
|||||**-**|**-**|
|||||**-**|**-**|
|||||**-**|**-**|
|||||**-**|**-**|
|||||**-**|**-**|
|||||**-**|**-**|
||**Details**||**Fund to which**<br>**liability relates**|**Amount due**<br>**(optional)**||
||NONE|||**-**||
|||||**-**||
|||||**-**||
|||||**-**||
|||||**-**||
||Signature||Print|Name||
||||||Date of<br>approval|
||Andrew Robertson||Andrew R|obertson|29/10/|
||1<br>Andrew Robertson (Oct 29, 2024 18:00 GMT)|||||



CCXX R1 accounts (SS) 



**Independent examiner's report on the accounts** 


## **Section A                        Independent Examiner’s Report** 

**Report to the trustees/** Charity Name **members of** The Help Uganda Trust **On accounts for the year** 31[st] December 2023 **Charity no** 1113447 **ended (if any) Set out on pages** 3 Pages Report 2 Pages Accounts (remember  to include the page numbers of additional sheets) 

   - I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended **DD / MM / YYYY** . 

- **Responsibilities and** As the charity 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 (“the 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. 

**Independent** I have completed my examination.  I confirm that no material matters have **examiner's statement** 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 accordance with section 130 of the Act or 

- the accounts do not accord with the accounting records 

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 delete the words in the brackets if they do not apply._ 

**Signed:** Alessandra Pasian Alessandra Pasian(Oct 31, 2024 18:07 GMT) **Date:** 31/10/24 

**Name:** Alessandra Passian 

**Relevant professional qualification(s) or body (if any):** 

**Address:** 7 Clapham Common Northside SW4 0QW 

## **Section B                           Disclosure** 

Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners). 

1 

**October 201** 

**IER** 



**Give here brief details of any items that the examiner wishes to disclose** . 

No comments 

2 

**October 201** 

**IER**