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2024-03-31-accounts

Trustees’ Annual Report for the period

From 01/04/2023 Period start date To Period end date

31/03/2024

Charity name:The Chiawa Trust

Charity registration number:1127297

Objectives and Activities

SORP reference
Summary of the purposes of
the charity as set out in its
governing document		 Para 1.17 To promote sustainable development for
the public by the relief of poverty and
improvement of conditions of life in socially
disadvantaged communities across the
world and promote sustainable means of
achieving economic growth and
regeneration in those areas
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		 In this financial period the following
activities have been undertaken:
•
Funds have been raised through a
variety of means – one large
fundraising event, individual
donations
•
The Trustees decided to continue
support to Zambian based charity –
Project Luangwa Trust. Funds have
been used to support identified
students commence & complete
university education – we have
three students on a rolling basis,
currently two have recently
completed their nursing degrees
and one is undertaking a medical
degree. In addition the trust has
supported younger pupils at local
schools in the area via provision of
electronic learning support. During
this financial year the trust also
decided to support youth
development locally via Warrington
Youth Zone
Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit		 Para 1.18 The trustees confirm they have had regard
for the guidance issued by the Charity
Commission on public benefit

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 Funds were raised during the year via main
fundraising activity – Thelstock. A large
summer BBQ for 200 people with raffle &
auction to raise funds and an awareness of
the situation in Zambia, where the charity
has focused it’s support over the years. In
addition, the trust has this year now
expanded support to the youth in
Warrington. This is via support of
Warrington Youth Zone, which exits to
support young people’s development, with
opportunities to gain, increase & develop
skills. Additional funds were raised via
donations. During the year ££9,300 was
transferred to Zambia to support the
education of children & young adults &
£5,500 to Warrington Youth Zone.

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

Achievements against
objectives set		 Para 1.41
Para 1.41

Performance of fundraising activities against objectives set Investment performance Para 1.41 against objectives Other

Financial Review

Financial Review
Review of the charity’s
financial position at the end
of the period		 Para 1.21 A net cash reserve position is retained for
future projects yet to be identified and to
ensure continued support to complete
existing projects. Income received during
the year of £41k with payment out of £15k
Statement explaining the
policy for holding reserves
stating why they are held		 Para 1.22 Sufficient reserves held to enable
continued support of existing students
through university should main fundraising
events/ donations not continue going
forward. We also continue to liaise with
Project Luwanga to identify any additional
future projects which we would like to
support e.g. in the past we have supported
the build of toilets at local school to enable
students to continue to attend the school
which would otherwise have been closed
Amount of reserves held Para 1.22 £38,981
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 •
Thelstock annual fundraiser – this is
an event which has been held for 12
years with increasing support
•
Individual donations
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 Unincorporated
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 There are no plans to appoint any
additional trustees

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 The Chiawa Trust
Other name the charity uses
Registered charity number 1127297
Charity’s principal address 24 Scholars Green Lane
Lymm
Cheshire
WA13 0QA

Names of the charity trustees who manage the charity

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
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19
20		 Trustee name Office (if any) Dates acted if not for whole
year		 Name of person (or body) entitled
to appoint trustee (if any)
Julie Evans Chair Trustees
David Evans Trustees
Christine Purslow Treasurer Trustees
Christopher
Purslow		 Trustees
Simon Evans Trustees

– 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 N/A 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)

Names and addresses of advisers (Optional information) Names and addresses of advisers (Optional information) Names and addresses of advisers (Optional information)
Type of
adviser
Name
Address
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) Christine Purslow Position (eg Secretary, Treasurer Chair, etc) Date 20/10/2024

No (if any)
Charity Name
Receipts andpayments accounts
Period start date
Period end date
To
For the period
from
01/04/2023
31/03/2024
~~rr a~~
~~ee~~		 No (if any)
Charity Name
Receipts andpayments accounts
Period start date
Period end date
To
For the period
from
01/04/2023
31/03/2024
~~rr a~~
~~ee~~		 No (if any)
Charity Name
Receipts andpayments accounts
Period start date
Period end date
To
For the period
from
01/04/2023
31/03/2024
~~rr a~~
~~ee~~		 No (if any)
Charity Name
Receipts andpayments accounts
Period start date
Period end date
To
For the period
from
01/04/2023
31/03/2024
~~rr a~~
~~ee~~		 No (if any)
Charity Name
Receipts andpayments accounts
Period start date
Period end date
To
For the period
from
01/04/2023
31/03/2024
~~rr a~~
~~ee~~		 No (if any)
Charity Name
Receipts andpayments accounts
Period start date
Period end date
To
For the period
from
01/04/2023
31/03/2024
~~rr a~~
~~ee~~		 No (if any)
Charity Name
Receipts andpayments accounts
Period start date
Period end date
To
For the period
from
01/04/2023
31/03/2024
~~rr a~~
~~ee~~		 No (if any)
Charity Name
Receipts andpayments accounts
Period start date
Period end date
To
For the period
from
01/04/2023
31/03/2024
~~rr a~~
~~ee~~		 CC16a
~~_~~		 CC16a
~~_~~
Section A Receipts and payments
Unrestricted
funds		 Restricted funds Endowment
funds		 Total funds Last year
to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £
A1 Receipts
FundraisingThelstock 10,287 - - 10,287 -
Donations 31,320 - - 31,320 -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
Sub total(Gross income for AR) (Gross income for AR)41,607 - - 41,607 -
A2 Asset and investment sales,
(see table).
-
-
-
-
-
-
-
-
-
Sub total -
-
-
-
-
Total receipts
41,607
-
-
41,607
-
~~——————~~
A3 Payments
Transfer to Zambia 9,300 - - 9,300 -
Transfer tpo Warrington Youth Zone 5,500 - - 5,500 -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
**Sub total ** 14,800
-
-		 14,800 -
A4 Asset and investment
purchases, (see table)
-
-
-
-
-
-
-
-
Sub total -
-
-
-
-
Total payments
14,800
-
-
14,800
-
~~——————~~
Net of receipts/(payments)
26,807
-
-
A5 Transfers between funds
-
- -
A6 Cash funds last year end
12,174
- -
Cash funds this year end
38,981
-
- 38,981
~~————~~		 -
- 38,981		 26,807
-
12,174
- 38,981		 807 -
-
-
-

CCXX R1 accounts (SS)

21/10/2024

1

Section B Statement of assets and liabilities at the end of the period Section B Statement of assets and liabilities at the end of the period Section B Statement of assets and liabilities at the end of the period
Categories
Signed by one or two trustees on
behalf of all the trustees
B5 Liabilities
B3 Investment assets
B2 Other monetary assets
B4 Assets retained for the
charity’s own use
B1 Cash funds		 Details
Details
Total cash funds
(agree balances with receipts and payments account(s))
Lloyds account
Details
Details
Details
Signature		 Unrestricted
funds
Restricted funds
to nearest £
to nearest £
38,981
-
-
-
-
-
38,981
-
OK
OK
Unrestricted
funds
Restricted funds
to nearest £
to nearest £
-
-
-
-
-
-
-
-
-
-
-
-
Fund to which asset
belongs
Cost (optional)
-
-
-
-
-
Fund to which asset
belongs
Cost (optional)
-
-
-
-
-
-
-
-
-
Fund to which
liability relates
Amount due
(optional)
-
-
-
-
-
Print Name
CM Purslow		 Endowment
funds
to nearest £
-
-
-
-
OK
Endowment
funds
to nearest £
-
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
-
-
-
-
When due
(optional)
Date of approval
CM Purslow 20/10/2024

CCXX R2 accounts (SS)

21/10/2024

2

Independent examiner's report on the accounts

Section A Independent Examiner’s Report

Report to the trustees/ Charity Name The Chiawa Trust members of On accounts for the year 31/03/2024 Charity no 1127297 ended (if any) Set out on pages (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 .

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:

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.

Signed: Date: ~~Po [~~ Name: Howard Platt ~~Po~~ Relevant professional F.C.C.A qualification(s) or body (if any): Address: Laskey Farm Laskey Lane, Thelwall Cheshire WA4 2TF

1

October 2018

IER

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).

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

2

October 2018

IER