## **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
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 (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** . - **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: 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**