Trustees’ Annual Report for the period
From 01/01/23 Period start date To 31/12/23
Period end date
Charity name: Project Luangwa
Charity registration number: 1119335
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To assist in the provision of education and educational facilities 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 |
Construction and refurbishment of classroom blocks, administration offices, dormitories and toilet blocks. Sponsorship of students at secondary and tertiary level and financial support of additional teaching staff. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | Trustees have read the ‘Guidance on Public Benefit: reporting’ parts 1 to 6 and reviewed in relation to charity activities. |
Additional information (optional) You may choose to include further statements where relevant about:
SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers 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 | During this period, the project has supported the following: 147 children supported to attend boarding school, including provision of uniform, equipment, school shoes and transport 53 children sponsored to university Delivered 7,600 menstrual pads to 1,520 school girls Provided 107 new school desks to 3 different schools Provided digital learning programmes to 1,509 children Carried out reading programmes across 5 libraries, seeing up to 5,000 children per month 4 classroom blocks and 1 library renovated Enhanced training for 70 teachers New ICT Learning Centre constructed |
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
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | The charity maintains a small reserve which is available for unexpected requirements. |
| Amount of reserves held | Para 1.22 | |
| Reasons for holding zero reserves |
Para 1.22 | |
| Details of fund materially in deficit |
Para 1.24 | |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 |
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 | The main source of funds for this period continues to be donations from visitors into Luangwa region of Zambia. All funds have been deployed to meet the objectives. All administrative costs are met by the individuals who support the charity. The source of income will be reviewed in 2024 to ensure its diversity and robustness. |
|---|---|---|
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | |
| A description of the principal risks facing the charity |
Para 1.46 | |
| 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 | 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 | Trustees appointed by the Trustees. No changes to Trustees in this period. |
Additional information (optional) You may choose to include further statements where relevant about:
TrusteElearning online Policies and procedures adopted for the induction Para 1.51 and training of trustees The charity’s organisational structure and any wider Para 1.51 network with which the charity works Relationship with any Para 1.51 related parties Other
Reference and Administrative details
| Charity name | Project Luangwa |
|---|---|
| Other name the charity uses | |
| Registered charity number | 1119335 |
| Charity’s principal address | c/o George Fentham Meeting Rooms Marsh Lane Hampton-in-Arden Solihull B92 0AH |
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) |
|---|---|---|---|---|
| Samantha Adams | Trustee | |||
| Edward Thorpe | Chair | |||
| James Dawson | Trustee | |||
– Corporate trustees names of the directors at the date the report was approved
Director name
Name of trustees holding title to property belonging to the charity
Trustee name Dates acted if not for whole year
Funds held as custodian trustees on behalf of others
Description of the assets held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for 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
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 |
||
|---|---|---|
| Samantha Adams | ||
Trustee |
||
| 29thOctober 2024 | ||
| 29thOctober 2024 |
| 1/J | |||||
|---|---|---|---|---|---|
| CD | |||||
| ~ | |||||
| CD 0C |
Restricted | ||||
| n, "O ·s <!) |
Unrestricted funds |
Income funds |
Endowment funds |
Total this year |
Totallast year |
| £ | £ | £ | £ | £ | |
| F01 | F02 | F03 | F04 | F05 |
| Current assets Total fixed assets Stocks (Note 18) |
805 eos |
||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| - | - | - | - | - | |||||||
| Debtors (Note 19) |
B07 | 26,900 | - | - | 26,900 | 13,705 | |||||
| Investments (Note 17.4) |
BOS | - | - | - | - | - | |||||
| Cash at bank and in hand (Note 24) | B09 | 135,454 | - | - | 135,454 | 198,081 | |||||
| Total current assets | 010 | 162,354 | - | - | 162,354 | 211,785 | |||||
| Creditors:amounts falling due within one year (Note 20) |
B11 | I | I | I | I | I | |||||
| Netcurrent assets/(liabilities) | B12 | 1s2,354 | 1 | - | I | - | I | 162.354 |
1 | 211,785 |
l |
| Total assets less current liabilities | B13 | 162,354 | 1 | - | I | - | I | 162,354 |
1 | 211?85 |
l |
| I':""' | |||||||||||
| Creditors:amounts falling due after one | |||||||||||
| year (Note 20) |
B14 | ||||||||||
| Provisionsforliabilities | B15 | ~ -- |
|||||||||
| Totalnetassetsorliabilities | B16 | 162,3541 | - | I | - | I | 162,3541 | 211,7851 | |||
| Fundsofthe Charity | |||||||||||
| Endowment funds (Note 27) | B17 | ||||||||||
| Restricted income funds(Note27) | B18 | ||||||||||
| Unrestricted funds | 819 | 162 354 | 162,354 | 211,785 | |||||||
| Revaluation reserve | B20 | ||||||||||
| Tota/funds | B21 | 162,354 | 162,354 | 211 785 | |||||||
| Signed by one or two trustees on behalfofall the trustees |
Signature | PrintName | Dateof approval |
||||||||
| dd/rmvyyyy | |||||||||||
| Samantha | Adams |
| Project Luangwa | Project Luangwa | Project Luangwa | Charity No (if any) |
1119335 |
||
|---|---|---|---|---|---|---|
| Annual accounts for the period | ||||||
| Period start date | 01-Jan-23 | To | Period end date | 31-Dec-23 | ||
| Section A Statement of financial activities | ||||||
| Recommended categories by activity Guidance Notes Incoming resources (Note 3) Income and endowments from: Donations and legacies S01 Charitable activities S02 Other trading activities S03 Investments S04 Separate material item of income S05 Other S06 S07 Resources expended (Note 6) Expenditure on: Raising funds S08 Charitable activities S09 Separate material item of expense S10 Other S11 S12 S13 Net gains/(losses) on investments S14 S15 Extraordinary items S16 S17 S18 Other gains/(losses) S19 S20 Reconciliation of funds: S21 S22 1 Total Net movement in funds Total funds brought forward Total funds carried forward Total Net income/(expenditure) before investment gains/(losses) Net income/(expenditure) Transfers between funds Other recognised gains/(losses): Gains and losses on revaluation of fixed assets for the charity’s own use |
Unrestricted funds Restricted income funds Endowment funds Total funds Prior year funds £ £ £ £ £ F01 F02 F03 F04 F05 |
|||||
| 473,342 | - | - | 473,342 | 480,336 | ||
| - | - | - | - | - | ||
| - | - | - | - | - | ||
| - | - | - | - | |||
| - | - | - | - | - | ||
| 268 | - | - | 268 | 36 | ||
| 473,609 | - | - | 473,609 | 480,372 | ||
| 2,256 | - | - | 2,256 | 3,325 | ||
| 511,140 | - | - | 511,140 | 381,610 | ||
| - | - | - | - | - | ||
| 1,855 | - | - | 1,855 | 4,409 | ||
| 515,251 | - | - | 515,251 | 389,344 | ||
| 41,642 - |
- | - | 41,642 - |
91,028 | ||
| - | - | - | - | - | ||
| 41,642 - |
- | - | 41,642 - |
91,028 | ||
| - | - | - | - | - | ||
| - | - | - | - | - | ||
| - | - | - | - | - | ||
| 7,790 - |
- | - | 7,790 - |
374 - |
||
| 49,432 - |
- | - | 49,432 - |
90,654 | ||
| 211,785 | - | - | 211,785 | 121,131 | ||
| 162,354 | - | - | 162,354 | 211,785 | ||
(HARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examlnerfs Report Report to the trustees PR¢)JC_cT LLJAIJG On accounts for the year ended 3 1 Dc. c£FQGL loL3 Charity no lif any) Set out on pages I report lo the Iruslees on my examinaticl) ol the charity {°the Trust.) for the year ended 3 1 ccounls of the above Responsibilities and basis of report As the charity's trustees. you are reswinsible for the pieparalion of the acci)unls in aCc(danCe wth the requiranenls ol the Charities Act 2011 {"the Acl-l. I report in resFtcl 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 all the applicable Directions gwen by the Charity Commission under section 14515)Ibl of the Act. Independent tThe charity's gross inci)me exceeded £250.000 and l am qualified lo examiner's statement undertake the examinatson by being a qualified member of IiAseFb I have completed my examination. I confimi that no material mattels have come lo my attention in connection with the examinalion14thg*8 88189ed} which gives me cause lo believe that in, any malerial respect". the accounting records vEre not kept in acc(KdarKe with section 130 of the Charities Act". or the aceounls did not accord with the accounting records,. or the accounts did not comply with the applicab requirements concerning the form and conlenl of accounts set out in the Chaiilies (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a 'trve and fair, view which is not a matter consideied as part of an independent examination. I have no concems and have come amss no othèr matters in connection with the examination lo %thich attention should be drawn in this report in order lo enable a proper understanding ol the accounts to be reached. delele the words in the brackelsrf they do not apply. Signed- Date.. Name: P Av L JoHtJ LK)HITMoL6 Relevant professional qualificationlsl or body -001 Am 6NJ of QHAL- IER Oct 2018
(If any): Roc%rRATI 00 ¥ £LCTr HALC Address.. JNJG QLO Sectlon B Disclosure Only complete Il Ine examiner needs lo highlight material matters of concern (see CC32. Independent examination of charity accounts.. directions and guidance for examiners). Give here brief details of any items that the examiner wishes to disclose. IER Oct 2018