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2021-12-31-accounts

Zoe Sarojini Education Trust

Annual Report for 2021

October 2022

This report was written by the trustees of the Zoe Sarojini Education Trust and approved by them.

Signed:

Emily Young Chair of the Trustees

1

Table of Contents

1. Reference and Administrative Details

  1. Structure Governance and management

  2. Financial Review

Unrestricted Fund and policy on Reserves

  1. Public benefit Statement

5. Objectives and activities

a. Charity Objectives (governing document)

Aim 1: Support the education of individual children in need

  1. Supporting children to go to good schools

  2. Ensure basic needs in shelter and food are met

  3. Contributing to the enrichment of our children’s education

  4. Enabling access to the internet and IT learning

  5. Communication between sponsors and children

AIM 2 : Support and strengthen innovative education models

  1. Raising Funds in 2021

Regular donors

One-off events and donations

8. Conclusion

Zoe Sarojini Education Trust Annual Report 2021

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1. Reference and Administrative Details

a) Name of the Charity: Zoe Sarojini Education Trust

b) Charity registration number: 1135609

c) Address: 88 Hamilton Road, Reading RG1 5RD

d) Trustees:

Dorothy Schwarz (since February 2010) Tanya Murphy (since February 2010) Laura Burch Schwarz (since September 2011) Emily Young (formerly Hogge) (since September 2011) - Chair

2. Structure Governance and management

a. Nature of the governing document

We have a Trust Deed, dated the 1[st] February 2010.

b. Recruitment of trustees

Trustees are recruited because of their interest in the work and mission of the charity and their specific skills.

c. Training of trustees

Trustees are invited to read the relevant documents pertaining to the role of trustees that the Charity Commission publishes. They are also inducted in the operations and requirements of the charity.

d. Organisational structure

Decisions are taken by consensus by the trustees. Strategic decisions are made during meetings (face to face or over Skype) and operational decisions are taken by sub-groups of trustees during phone conversations and conference calls.

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3. Financial Review

The year 2021 has been another successful year for the Trust. We raised £ 46,682 and donated £ 34,642 . Our costs for the year were £ 107 for paypal fees.

The Table below shows how our money was spent:

Fund names Fund balances 1st
January 2021		 Incoming
resources		 Outgoing
resources		 Fund balances
31st December
2021
£ £ £ £
Khethani 12,776 11,416 -13,877 10,315
Zisize - 240 0 240
Enrichment - 3,519 -2,608 911
Cape Town 5,193 7,551 -3,792 8,952
Refugee Fund - 600 -500 100
Misty Meadows - 15,419 -13,972 1,447
University Fund 2,848 840 0 3,688
Total Restricted 20,817 39,585 -34,749 25,653
Endowment 1,000 - - 1,000
Unrestricted 9,550 7,097 16,647
Total Funds 31,367 46,682 -34,749 43,300

We donated £13,877 for the education of 8 children who go to Khethani School in Ingwavuma, including school fees, uniforms and extra-curricular activities.

We donated £2,608 to the Umndeni Wabantwana children’s home for specialised education of our 4 sponsored children, including music lessons, and for assistance towards the general education of the 8 other children there.

We donated £3,792 for the education, transport, stationery, uniforms and textbooks for 4 children in Cape Town.

We donated £500 for the support of the creation of a Spanish language learning app for Arabic speakers, designed for asylum seekers.

We donated £13,972 for Misty Meadows School, Howick and for the educational costs of 3 children there, ongoing costs of the computer centre and maker space, as well as the costs of a teacher.

Our reserves of £7,000 represent approx. 20 % of our regular outgoings. Please see our Financial Accounts, available on the Charity Commission’s website for further details of the Trust’s finances in 2021.

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Unrestricted Fund and policy on Reserves

This fund is broken down as follows:

Designated as reserves: £ 7,000 Available for spending during 2021: £ 9,648 Total: £ 16,648

The Trust holds a reserve of £ 7,000. This sum is equivalent to approx 20% of our regular outgoings. It aims to cover sponsorship for our children should donors unexpectedly quit at short notice while new sponsors are found.

4. Public benefit Statement

The trustees have complied with the duty in section 17 of the Charities Act 2011 to have due regard to public benefit guidance published by the Commission.

We benefit the public through our objective of promoting the education of children in South Africa and elsewhere. Specifically, we support children to attend quality schools and fund the associated costs as required, such as school fees, uniforms, stationery and transport to school. We also enhance the education of the children we sponsor by ensuring as far as possible adequate living conditions for them.

5. Objectives and activities

a. Charity Objectives (governing document)

The Objectives of our charity, as set out in the Governing Document are:

For the public benefit to promote the education of people under the age of 30 years worldwide in such ways as the charity trustees think fit, including by:

  1. Awarding to such persons scholarships, maintenance allowances or grants tenable at any school, university, college or institution of education;

  2. Providing their education (including the study of music or other arts), to undertake travel in furtherance of that education or to prepare for entry to any occupation, trade or profession on leaving any educational establishment.

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b. Charity Aims

The Zoë Sarojini Education Trust’s purpose is to help children, particularly girls, living in poverty to go to school. The Trust was set up in memory of Zoë Sarojini Schwarz, a loved and loving young woman who suffered from bipolar depression and took her own life in August 2000.

Overall Aim One: Support the education of individual children in need

The Trust enables donors, singly or in small groups, to fund the education of individual youngsters. We work through trusted and experienced volunteers in the Cape Town and Kwazulu-Natal regions of South Africa who help us select the most suitable youngsters to be funded, channel the funds directly to the relevant schools and colleges, and act as mentors to the youngsters. The children and young people we help are chosen according to local need and opportunity, with no preconceived criteria.

In addition to covering school fees, the Trust aims to ensure its sponsored children have their basic needs for shelter and food met.

The Trust also aims to fund enrichment extra-curricular activities for its sponsored children.

Finally, the Trust aims to facilitate communication between children and sponsors. If sponsors wish to, they and their families can maintain on-going personal contact with the young people they are sponsoring in order to encourage them, monitor their progress, mentor them and form long-term relationships.

Overall Aim Two: Support and strengthen innovative education models

The Zoe Sarojini Education Trust aims to work closely with a small number of education partners that it deems provide powerful innovative education models to enable quality education for disadvantaged young people.

6. Achievement and performance

2021 was another successful year for the trust. We continued to support our children and partner schools and projects successfully with positive outcomes. Our sponsors remained supportive through the uncertainty of Covid and despite a difficult financial time for the world we have maintained and even gained support.

We set out below our achievements in 2021 against the aims stated above.

Aim 1: Support the education of individual children in need

1. Supporting children to go to good schools

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In 2021, we supported 20 individual children and young adults to go to quality schools/ universities in South Africa. The children range in age from 11 to 23.

Ingwavuma, Kwazulu Natal

Four children went to Khethani Christian School in Ingwavuma, in Kwazulu Natal. They were selected by a local charity Zisize (see www.zisize.org). Three children attended Richards Bay Christian School staying in a hostel with other children from Ingwavuma. One young woman attended the University of Pretoria where she studied Education.

Eight of these children are children whose parents cannot afford school fees due to a lack of work or poorly paid work. Three live in the Zisize-run orphanage.

Three children are adopted children of Michelle and Neil Coetzee, who have set up the Umndeni Wabantwana children’s home for their twelve adopted children.

Cape Town

Four children went to school in Cape Town. These children live in Cape Town townships. Their families are hard-working but cannot afford the school fees of schools that provide a vastly superior education to the township education they received previously.

Howick, Kwazulu Natal

This year we continued to support three children at Misty Meadows School, Howick. These children come from loving and hard-working families however they cannot afford to send their children to Misty Meadows. They live either on the farm or in the local township.

2. Ensure basic needs in shelter and food are met

The Zisize-run orphanage which the Zoe Trust helped to build remains a loving and caring home for 18 children including three Zoe Trust children. The home provides food and shelter as well as emotional and educational support. We were also able to support the child who attended Richards Bay Christian School with uniform, textbook, electrical and boarding costs.

3. Contributing to the enrichment of our children’s education

The money for enrichment is raised through monthly donations and one-off fundraising events throughout the year. The money is spent on projects that are put forward to the trust by our mentors in South Africa who work alongside our children.

This extra level of care is what makes the Zoe Trust unique as it allows us to provide all round care for our children giving them the best possible chance to succeed.

We have continued to provide stationery, transport, uniforms and textbooks for our children. This takes the pressure off parents who are struggling to feed their children. It

Zoe Sarojini Education Trust Annual Report 2021

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also allows us to make sure that they have what they need to be successful at school.

This year we have also continued to support a workshop space at Misty Meadows. The aim of the space is to provide the children with practical experience in woodwork, electrical engineering and elements of mechanical engineering.

In addition, this year we have paid for our three children at Misty Meadows to access extra curricular activities including taekwondo and gymnastics. These opportunities allow them to develop key skills such as resilience and determination as well as giving them a chance to explore skills that they have away from the classroom.

4. Enabling access to the internet and IT learning

This year we continued to support computer programmes at Misty Meadows providing continued internet access and we provided 5 new laptops to Misty Meadows, thanks to an in-kind donation from Hewlett Packard South Africa.

5. Communication between sponsors and children

Child sponsor correspondence has continued in 2021. Several sponsors and children wrote to each other this year whether via text, voice notes, photos or email. In addition, we received termly updates from our children via our mentors. As trustees, we are in constant communication with our mentors which allows us to keep up to date with our children’s progress and react to emergencies as and when they arise.

Our children love this communication and it allows them to feel connected and accountable.

AIM 2 : Support and strengthen innovative education models

The trust works with three carefully-vetted and trusted education providers, providing both tangible funding and capacity building as required.

Action for Education (Greece)

The Zoe Trust works with UK-registered NGO Action for Education to strengthen its capacity to support the education needs of asylum seeker young people in Greece.

This year, we helped launch a new language learning app, ¡Ojalá! For refugees to learn Spanish more effectively.

Misty Meadows School (South Africa)

We are now in our seventh year of partnership with Misty Meadows School.

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Although we were unable to visit Misty Meadows this year due to the continued disruption to travel due to the covid pandemic, we have maintained constant communication with Cassie, the head teacher of the school, so that we can support her with her continued work.

We were also successful in a 2-year funding application to Their World, who awarded the Trust £7,500 per year to pay for an additional teacher at Misty Meadows. We are grateful for this invaluable support.

Khethani School (South Africa)

We are in our thirteenth year of partnership with Khethani Christian School.

Although we were unable to visit Khethani this year due to the continued disruption to travel caused by the covid pandemic, we have maintained constant communication with Sylvia, the head teacher of the school, so that we can support her with her continued work.

7. Raising Funds in 2021

Regular donors

In 2021, we maintained regular contact with our 71 regular donors. We sent out regular updates via email and updated Facebook, Twitter and our website. In addition, each sponsor received updates on their child’s progress.

Our Facebook and twitter pages are updated with pictures and messages from trustees, mentors, sponsors and our children directly. It has provided a fast and visual way for our sponsors and children to connect.

One-off events and donations

Beside our regular donations, one-off events and individual donations helped us to fund extra school related costs. A regular donor, Isabella Phoenix, held a pottery sale to benefit the Zoe Trust.

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8. Conclusion

2021 has been an interesting year for the trust as we have come out of the Covid pandemic and the world has opened up. With the world in a difficult financial position, we have spent time consolidating what we have and making sure that our communication with our sponsors remains strong. It has been amazing to see our Zoe Trust family draw closer together and despite everything our sponsors have remained committed.

It was also a year of transition as a number of our children finished one school and moved, at times across districts, to new schools. Supporting them and our mentors in these transitional times has been important. We are delighted to see them flourishing in their new environments and our partnerships with these new institutions growing.

We look forward to 2022 with more flexibility, travel and certainty as we move away from lock downs and periods of isolation. We hope that it is a year where a number of our children will see great success in their exams and have the opportunity to explore the world again through residentials and extra curricular activities.

Zoe Sarojini Education Trust Annual Report 2021

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Charity Number 1135609

ZOE SAROJINI EDUCATION TRUST

YEAR ENDED 31ST DECEMBER 2021

FINANCIAL STATEMENTS

-1-

Charity Number 1135609

ZOE SAROJINI EDUCATION TRUST

YEAR ENDED 31ST DECEMBER 2021

CONTENTS OF FINANCIAL STATEMENTS

-2-

Charity Number 1135609

ZOE SAROJINI EDUCATION TRUST

YEAR ENDED 31ST DECEMBER 2021

STATEMENT OF RECEIPTS AND PAYMENTS ACCOUNT

Notes
INCOMING RESOURCES
Voluntary Income
TOTAL
RESOURCES EXPENSED
Charitable Activities
Costs of Generating Voluntary Income
3
Governance
4
TOTAL
NET MOVEMENT IN FUNDS
BALANCES B/FWD 1 JANUARY
BALANCES C/FWD 31 DECEMBER
6.2		 Unrestricted
Funds
Restricted
Funds
Endowment
Funds
2021
2020
£
£
£
£
7,097
39,585
-
46,682
43,608
7,097
39,585
-
46,682
43,608
-
34,642
-
34,642
38,423
107
-
107
1,201
-
-
-
85
-
34,749
-
34,749
39,709
7,097
4,836
-
11,933
3,899
9,551
20,816
1,000
31,367
27,468
16,648
25,652
1,000
43,300
31,367

The notes on pages 5 to 6 form part of this account

-3-

Charity Number 1135609

ZOE SAROJINI EDUCATION TRUST

STATEMENT OF ASSETS AND LIABILITIES AT 31 DECEMBER 2021

Notes
CURRENT ASSETS
Cash at bank
FUNDS OF THE CHARITY
6
Unrestricted
Restricted
Endowment
TOTAL FUNDS		 Unrestricted Funds
Restricted Funds
Endowment
Funds
Total 2021
TOTAL
2020
£
£
£
£
16,648
25,652
1,000
43,300
31,367
16,648
-
-
16,648
9,551
-
25,652
-
25,652
20,816
-
-
1,000
1,000
1,000
16,648
25,652
1,000
43,300
31,367

Approved by the Trustees on 31 October 2022 and signed on its behalf by

Emily Young, Chair of the Trust

The notes on pages 5 to 6 form part of this account

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Charity Number 1135609

ZOE SAROJINI EDUCATION TRUST

YEAR ENDED 31ST DECEMBER 2021

NOTES TO THE FINANCIAL ACCOUNTS

Note 1 Basis of preparation

1.1 Basis of accounting

The accounts have been prepared on a receipts and payments basis.

1.2 Change in basis of accounting

There has been no change to the accounting policies (valuation rules and methods of accounting) since last year.

1.3 Changes to previous accounts

No changes have been made to the accounts for the previous year .

2. Accounting policies

2.1 Incoming resources

Donations are recognised when received. Gift Aid refunds are recognised on receipt from the tax office. Gift aid for 2021 will be requested on total donations of £ 19,887

2.2 Resources expended

Grants and donations are accounted for when paid over, or when awarded, if that award creates a binding or constructive obligation on the Trust. All other expenditure is generally recognised when it is incurred and is accounted for gross.

2.3 Funds

Endowment Fund is a fund, the capital of which must be maintained.

Restricted Funds represent grants and donations received for a specific object of the Trust. The funds may only be expended on the specific object for which they were given. Any balance remaining unspent at the end of each year must be carried forward as a balance on that fund.

Unrestricted Fund is a general fund which can be used for Trust ordinary purposes.

3. Cost of Generating Voluntary Income
Fund raising event/Paypal charges for on-line payments
2020 was a special year with an event was arranged to raise
4. Governance
Independent examiner's fees
Number of trustees who were paid fees
5.1 Trustee fees
5.2 Trustee expenses
5 Details of certain items of expenditure		 2021
£107		 2020
£1,201
funds
£0		 £85
£0 £85
none
none		 none
none
none
none

continued...........

5

Charity Number 1135609

ZOE SAROJINI EDUCATION TRUST

YEAR ENDED 31ST DECEMBER 2021

NOTES TO THE FINANCIAL ACCOUNTS

6 Funds

6.1 Funds Held

Fund Name Purpose and Restrictions
Cape Town This fund pays for the education costs of the children that we sponsor in Cape Town.
Enrichment This fund covers extracurricular activities for our sponsored children, one-off education
necessities such as uniforms and text books, and homework clubs. In 2021, this also included
materials for online study as well as food supplement for selected families due to the
Khethani This fund covers the fees of our scholarship children who attend the Khethani School.
Refugee Fund This funds supports grassroots refugee education projects in Greece and the Middle East.
Zisize This fund covers the educational costs of children we support in conjunction with Zisize
Education Trust.
Misty Meadows This fund is to support the education of children at Misty Meadows in KwaZulu-Natal.
University Funds This fund is to support the tertiary education of Zoe Trust children.

6.2 Movements of funds

Fund names Fund balances 1st
January 2021
£		 Incoming resources
£		 Outgoing
resources
£		 Fund balances 31st
December 2021
£
Khethani 12,776 11,416 -13,877 10,315
Zisize -
240		 0 240
Enrichment -
3,519		 -2,608 911
Cape Town 5,193 7,551 -3,792 8,952
Refugee Fund -
600		 -500 100
Misty Meadows -
15,419		 -13,972 1,448
University Fund 2,848 840 0 3,688
Total Restricted 20,817 39,585
-34,749		 25,653
Endowment 1,000 - - 1,000
Unrestricted 9,550 7,097 16,647
Total Funds 31,367 46,682
-34,749		 43,300

6.3 Transfer of Funds

This represents transfer of funds from unrestricted to cover project expenditure

6.4 Endowment Fund

This sum is provided by the first trustees on the trusts declared in the trust deed.

6.5 Unrestricted Fund
This fund is broken down as follows
Designated as Reserves
To be Allocated
Total		 2021
2020
7,000
7,000
9,647
2,550
16,647
9,550

-6-

INDEPENDENT EXAMINER'S REPORT ON THE FINANCIAL STATEMENTS

To the Trustees of Zoe Sarojini Education Trust

I report on the accounts of the Trust for the year ended 31 December 2021, which are set out on pages 1 to 6.

Respective responsibilities of trustees and examiner

The charity’s trustees are responsible for the preparation of the accounts.

The charity’s trustees consider that an audit is not required for this year under section 144 of the Charities Act 2011 (the Charities Act) and that an independent examination is needed.

It is my responsibility to:

examine the accounts under section 145 of the Charities Act;

to follow the procedures laid down in the general Directions given by the Charity Commission under section 145(5)(b) of the Charities Act; and

to state whether any particular matters have come to my attention.

Basis of independent examiner’s statement

My examination was carried out in accordance with the general Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from the trustees concerning any such matters.

The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is given as to whether the accounts present a 'true and fair view' and the report is limited to those matters set out in the statement below.

Independent examiner’s statement

In connection with my examination, no material matters have come to my attention: which gives me cause to believe that in any material respect:

I have come across no other matters in connection with the examination to which attention should be drawn in order to enable to a proper understanding of the accounts to be reached.

Name: Carrie Sewell

Address Henleaze House Henbury Road Bristol BS9 4PN

Dated 25 November 2022

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