2022-03-31-accounts - The Kabanda Trust

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Annual Accounts and Report for the year ending

31 March 2022

Index

Page Trustees Annual Report 2 - 6 Independent Examiners Report 7 Receipts and Payments Account 8 Balance Sheet 9 Notes to Accounts 10 - 13

The Kabanda Trust Trustees’ Annual Report for the year ended 31 March 2022

Full name The Kabanda Trust

Registered charity number 1115939

Principal address

Trentham Mews Medical Centre Eastwick Crescent Trentham Stoke on Trent ST4 8XP

Trustees

Dr Gordon Thomas (Chair) Mrs Joanne McGuinness Mr Paul McGuinness (Treasurer) Dr Jane Parker Mrs Sue Thomas Mr Richard Woollacott

Bankers

The National Westminster Bank PLC Market Street Longton Stoke on Trent ST3 2HW

ABSA (formerly Barclays Uganda Ltd now Amalgamated Banks of South Africa) Kampala Road Kampala Uganda

Independent Examiner

Mr Michael Davis

The Kabanda Trust Trustees’ Annual Report for the year ended 31 March 2022

GOVERNANCE AND MANAGEMENT

The charity is operated under the rules of its trust adopted May 2005, and as amended by trust deed dated July 2012. Apart from the first trustees, every trustee must be appointed by a resolution of the trustees passed at a special meeting called under clause 15 of the deed.

METHODS ADOPTED FOR THE RECRUITMENT AND APPOINTMENT OF NEW TRUSTEES

New trustees are appointed by invitation. In selecting individuals for appointment as trustees, the trustees have regard to the skills, knowledge and experience needed for the effective administration of the charity. Apart from the first trustees, every trustee is appointed by a resolution of the trustees passed at a special meeting called under Clause 15 of the trust deed.

AIMS AND OBJECTIVES

The aims and objectives are:

1) To advance the education of the pupils at Rock of Joy Children’s Centre, Lungujja, Uganda (RoJ) and other associated schools by providing and assisting in the provision of facilities and equipment for education at the schools.

2) To preserve and protect the health of the children attending Rock of Joy Children’s Centre (RoJ) and other associated schools by providing and assisting in the provision of facilities support services and equipment not normally provided by the state authorities. To advance the education of the public in healthcare in the Lungujja and Nansana districts by appropriate means.

3) The relief of financial hardship, either generally or individually of people living in the Nansana and Lungujja districts of Uganda by making grants of money for providing or paying for items, services or facilities for the relief of the sick/poor either generally or individually through the provision of grants, goods, services or scholarships for secondary schools.

SUMMARY OF THE MAIN ACTIVITIES UNDERTAKEN FOR THE PUBLIC BENEFIT

The Trustees are meeting their public benefit obligation by supporting and developing the education and healthcare of the pupils attending primary school at Rock of Joy Children’s Centre by assisting with and providing facilities and equipment for education and healthcare at the school.

REPORT ON EFFECTS OF COVID 19

This has been a very difficult and challenging year for our partners at RoJ Children’s Centre as the restrictions placed on them during the Covid 19 pandemic continued until January 2022. Schools continued to be closed and whilst the government instructed people not to work, many were made redundant and there was no “furlough” system nor other financial support. This left the school responsible for covering their staff salaries. The public transport system continued in various degrees of shut down there was little or no income from their buses.

The Kabanda Trust Trustees’ Annual Report for the year ended 31 March 2022

The Trustees felt it important that the school staff should continue to be paid, both to provide them with an income and to retain as many as possible. We therefore continued to use our quarterly payments, funded by regular donations, for the school to provide salaries, food and healthcare for the school staff.

The effects of continual lockdown have been severe in the community of Lungujja where the families of many children attending the school have been without employment and therefore income. Hunger and poor nutrition along with limited access to healthcare have culminated in poor mental health and even death. Generous donations from churches and individuals allowed us to continue providing support to the wider community of Lungujja.

In collaboration with their town council, by buying food in bulk they sustained a “Food Bank” type service, distributing food parcels to over 2000 people. As well as completing the installation of a community well, a number of small grants were made to help support parents whose small businesses collapsed.

As in the previous year, the School Nurse and the Head of the Nursery School provided practical and ante-natal support to pregnant mothers resulting in the safe birth of over 90 babies.

In January 2022 schools were allowed to reopen if they complied with Standard Operating Procedures to deal with Covid restrictions. However, as many schools had closed the Ugandan Education Authorities insisted that schools who were able to open took every child who applied. As RoJ were not able to refuse children wanting to study, class sizes increased dramatically from the 30 they were endeavouring to hold them at, with some doubling or more in numbers. This proves a issue both physically and financially for the school.

Despite their many challenges the school continues to achieve excellent results in the Primary Leaving Exams (PLEs). In response they are now charging some fees to families who want to access the quality teaching that the school is providing and can afford to pay. This is helping to relieve the financial strain.

Whilst during the year we have been blessed with many generous donations which enabled the RoJ Food bank and other practical support to continue, the Covid pandemic situation in the UK has meant that, whilst several of our regular givers have sadly died, others have not been able to continue with their donations. This will inevitably put a strain on our finances in the coming years.

SUMMARY OF THE MAIN ACHIEVEMENTS DURING THE PERIOD

1) Education at Rock of Joy Children’s Centre

We have continued to provide Educational Support (CAPITATION) for the school to provide support for the teachers’ salaries as well as funding vital repairs and helping them meet the SORPS requirements.

2) Health

We continue to fund a School Nurse at ROJ who provides free healthcare to children and staff. Where restrictions have allowed, Nurse Annett has been vital in providing invaluable healthcare and care for the children and their families.

As well as providing simple care packs to expectant mothers to help with their practical needs Annett provided ante natal care and advice to women who were unable to access it elsewhere and with limited financial resources.

The Kabanda Trust Trustees’ Annual Report for the year ended 31 March 2022

3) Secondary Scholarships/ Vocational Training

Secondary Schooling was disrupted with some students missing most of the year whilst others were able to attend for short periods. RoJ continued to support these young people where they could.

4) Hardship

Many generous donations to our Hardship Fund have allowed the Community Fund at RoJ to persist in its efforts to respond some of the effects of lockdown on their community. They continued to provide food, medicines, and support for vulnerable families of children who attend the school and the wider community.

LONG TERM AIMS

The Trustees continue with their long-term aim for Rock of Joy to be a self-supporting school housed in permanent buildings.

The Covid 19 pandemic has raised several questions about the ongoing viability of the school buses as a means for creating income and securing future stability. This will need to be explored with school as and when, they regain some degree of normality.

Whilst our base of regular givers provides us with a consistent monthly income, we recognise that the financial challenges faced by many have meant that our regular income has reduced during the year, a trend that is likely to continue.

Drawing on the experience of the “ Rock of Joy Trus t” (charity reg no.1121659) based in Heswall, we plan to explore the use of coffee as a possible means of creating a more sustainable income source.

MONITORING AND BANKING IN UGANDA

We have not been able to conduct a governance and monitoring visit during the year but have been able to keep in touch regularly via social media. We hope that it might be possible to visit again in the coming year when restrictions are lifted.

Joy Nakawala continues as our paid administrator and supports our work at ROJ.

We continue to be grateful to our lawyer, Edward Sekabanja, particularly for his help with the practical difficulties of overseeing withdrawals from our Ugandan bank account during the Covid 19 pandemic.

THE CHARITY’S POLICY ON RESERVES

The trust aims to have sufficient funds held in reserve to allow for a ‘Rock of Joy Contingency’ to allow for up to twelve months payments to the school. We now hold larger amounts of money in our Uganda currency account to take maximum advantage of the exchange rate and higher interest rates offered in Uganda.

The Kabanda Trust Trustees’ Annual Report for the year ended 31 March 2022

The Kabanda Trust Trustees, Annual Report for the year ended 31 March 2022 Independent examinerfs report on the accounts Section A Independent Examiner's Report Report to the trusteesl members of The Kabanda Trust On accounts for the year ended 31. March 2022 Charity no lif any) 1115939 Set out on pages 7t013 Re$pe¢tiv¢ re$pon8LbiliEi¢$ The chanty'5 trustees a responsible lor the preparation of the accounts. The of trustsos and 8xamln•r charity's trustees consider that an audit is not required foi this year under Section 144 of the Charities Act 2011 (the Charits"es Acll 2nd that an independent examination is needed. It is my responsibility to-. examine the accounts under secbon 145 of the Charities Act, lo follow the prodU5 laid dosvn in the general Directions given by the Charity Commission (under secbon 14515llbl of the ch8rib.es Act, and to 5tste vthether particular matters have come to my attention. Basi5 of independent My examinabon was carried out in ac¢ordan¢e with general Directions given by the examinerfs statement Charty cornrnin. An examinab.on includes a review of the accounting re¢ords kept by the chanty and a mpariSOn of the accounts piesenled with Ih05e recoids 11 also includes conSerat)n ol any unusual items or disclosures in the accounts, and seeking explanations from the trustees cone&rning any such rnatter5. The procedures undertaken do not prove all the eden that would be required in an audrt, and COn5equenly no opinion is given as to whether the accounts present a'true snd fai ew and the report is limited to those matters sel ¢JJt in the statement below. Indépèndènt 8xamin8rfs In connects.on with my examination, no matter has come to my attentK)n lother than $t8tement that disclosed below") 1. which gives me reasonable cause to beIve that in, any material respect, the requirements.. to keep accounb.ng records in accoidance with section 130 of the Charrties A¢t', and to prepare accountswhich &cord wth the accounting records and com#y with the accounting requirements ofthe CharitiesA¢t have not been met,. or 2. to which, in my opinion, attention should be drawn in order to enable a proper understsnding of the account5 to be reached Please clelele the words in the brackets rftheydo not8ppIy. Signed: 31 January 2023 Name: Michael E Davis Relevant professional qualificationlsl or body lif any): FCMA, CGMA, FCMI. Address: 150 Werburgh Drive, Trenlham, Sloke-on-Trenl, Staffs ,ST4 8LQ ST4 8LQ

The Kabanda Trust Trustees’ Annual Report for the year ended 31 March 2022

Receipts and Payments Account

The Kabanda Trust Trustees’ Annual Report for the year ended 31 March 2022

Note to the accounts (continued)

Purpose of Funds

A) Designated Funds

ROCK OF JOY SCHOOL CONTINGENCY FUND

The trustees continue to designate a portion of unrestricted reserves to this contingency fund. In the event of the charity experiencing a decline in funding, this will allow the trustees to provide educational support for Rock of Joy school in Uganda for a year.

B) Restricted Funds

ROCK OF JOY FUND

From 1[st] April 2021 the” Rock of Joy” and the “Building Construction” funds have been united to form a single “Rock of Joy” Fund. As well as including the purchase of vehicles which help the school pay their staff and provide a degree of self-sufficiency, this restricted fund embraces all aspects of the school, from educational needs, school meals, support for school staff, and development of school property. From this fund we make regular quarterly payments (CAPITATION) to Rock of Joy as well as one-off grants for their other needs (SCHOOL SUPPORT). We may indicate a specific expenditure if it has been highlighted as a Contingent Liability in the previous year’s account.

HEALTH FUND

We employ a School Nurse at Rock of Joy. Her role is to provide free healthcare, health education and health promotion to all the children and staff at the school. She also provides support, advice and some healthcare to parents and families of the children attending Rock of Joy School. Donations to this fund help towards the cost of her salary, health expenses such as medicines, vaccinations, treatment at hospital or other clinics as well as the purchase of mosquito nets and other health needs.

HARDSHIP FUND

This fund allows us to provide relief of financial hardship. A locally managed Community Fund at Rock of Joy provides food, healthcare, and other support for vulnerable families in associated with the school and in the community of Lungujja times of crisis.

SECONDARY SCHOOL FUND

We aim to provide 5 places at Secondary school each year for children graduating from Rock of Joy children's Centre. Donations to this fund allow fees for specific children to be paid with the children's requirements and expenses overseen by a Management Committee based at Rock of Joy.

Trustees' Remuneration

The trustees received no expenses, remuneration or benefits during this perio