EDUCATION UGANDA REPORT AND ACCOUNTS FOR THE YEAR ENDED 31 DECEMBER 2020 Charity Registration Number: 1154209 Addrèu: Hambledon Romsey Road Broughton Stockbridge Hampshire S020 8DB Trustees: Christopher Uoyd Chairnian John Wlkinson, OBE Secretary V¥fjlliam Harris. FCA Treasurer Hilary PMII lan Knights Stephen Shepherd Patrons: Th8 Rt. Rev. Jathson Nzerebonde Tembo, Bishop of Souih Rwenzori, Church of Uganda Michael Morpugo. OBE, FRSL. FKC Children's Laurèate 200&2IJ)S Prof Joy Carter. DL. v1￿chan￿110r, University of Winchester Ugandan Managemont: Mr Elisha Mulr•o Chaimian - Ugandan Mana3ement Committee Project Coordinator Rev Al￿ Nabirye Mbusa Bankerg: Nats'onal Vvestminster Bank 106 High Street WAnchestar Hampshire S023 9AW Indepondent Examiner. J C Booker, Chartered A(￿￿ntant Webslts: W4WI.educalionuganda.org Structure, Govemance and Management The d￿rity, number 1154209, operates as a CharitaNe Ir￿r￿ed Organisath'on (CIO) by consts'tulion dated 1 Odober 2013. Edu￿tIOn Uganda previously operated as regISte￿d chanty 1121842 urvtser a trust deed dated 24 September 2007. All the assets of the old charity were transferred to the new chanty with effect from 1 January 2014 and the old charity was dissolved during 2014. Truslees have been appointed for their educational, finanaal and fundraising skills. They serve for a pernd of from one to three years thty then stand for ￿electIon. All trustees are required to undergo DBS checks arKI a Child Protection Policy is in place. Policy decisions are made ty the trustees general￿ meét four times 8 year for this purpose, although this meeting pattem has been disrupted dunng the Covi&19 pandemic. Operating decisions in Uganda are made by a loca management ￿mmIttee who are directed by the trustees to work within an agreéd plan and budget and report regulady to the trustees. Objectives and Activitios The Objeclives of the Charity are:_ the improvement and dèvelopment of pyymary education, induding teacher training, for the benefti of thild￿n of pnmary school age, their families and the wder nmunty in Afiica and. in particular, Uganda (Ithich is thè Charity's wea of benefit). the relief of financ4al hardship and unemploymt by assisling in the provision of •ducation, training. V#fJrkshops and other suth seNic8s 89 the trustees deem appropriate so as to improve the cnnditions of lrfe of persons living in Ugando. The prfneip81 activity ol the th8rity is tho improvement of primary edU￿￿10n in Uganda by the use of individual children's blacktrM)ards. known as sEates', a tethnique that has been used so successfully to raise slandards in English primary schools. b) PubliG Benefrt The beneficiarFes of the tharity are primary ¢*ildren in the nearly 6LXI sthools within the Kasese region of South V4est UgarHla N*there 80% of the population live at or below poverty level and primary school dasses can reach 100 pupi13. The charity believes that sou81 and economic improvements in Afric4 have to b8 through education and the polential of the approach we are taking is enormous. Achièvèmont and Perfornmnce The le8m in Uganda have contsnued to support and develop the 52 librariés in the initial plan, although this has been severety ￿rtailed as a ￿sUIt of the Cowd-19 pandemic and the fact that sthwls have been closed ft)r long periods of tsme. Ugandan schools hav8 endurèd vo full lockdowns. Training has ¢>Mtinued to be givon to all library s¢hool$, vthh the continuing aim that pupils in neighbouring $d￿x)IS will be able to use these libraries as bo￿O￿ng and ref8rence hubs tyjt again thss has been limrted oN*ing to the pandemic. Other events have been severdy curtailed indudirwJ.'" ReadirKJ. writing, drama and crdft festivals Training events for teathèrs ￿ group readina, tead)irvJ *ith slatss and use of the libraries Monitoring visits to schools leading to reports to trustees on successes and challenges within the prOj￿l Flnanclal Revlew The Trustees. aim Vds for the project to be￿n* self-sustainirvJ in Uganda by the and of 2021. However. the Covif*19 pandemic has ther$0￿ affticted these plans and the target date has been moved to the end of 2022. In addition to the pandémic, flooding in Kasese resulted in considerable damage to schools and libraries in the area and funds ￿ere raised {£4,074) in order to assist ¥Mth rebuilding projects Accordingly, total income in 2020 amounted to £15,037 compared with £12,182 in the previous year. Unrestricted Income in 2020 of £4,798, induding Gift Aid tax re(x)verable, consist8d of grants from individuals arKI one from a company Restn'ded ints)me amounted to £10,238 induding the flood appeal. £3.000 %VdS fo￿￿0d as a grant t¢7wards the chalk-making project, which rt is ￿ped will help fijnd the project in due o)urse. The balance of £3.165 represented grants trom UK organisatiorffj for speofic Ugarwjan sthools, organisations and individuals. Total Expenditure in the period was £21,619. Grants made to the South ￿nzorI Lh'oc8$6 Education Department to further the bK)rk of the tharity in this region of Uganda amounted to £8,774, exduding grants in respect of the librar￿S and chalk-making. Noles to these accounts show how thes6 fijnds V•pre exp*)ded. Restrided expendrture amounted to £12.166 including £3,000 for Ihe th8lk-making project and £1,532 for libranes. The balanc8 reflects the expenditu￿ of the restrided income ¢)Utlined above. The rèsull of Ihe abovè ineome and axpanditure was a defiiit for the year of £6.583 (2019 - deficit of £10,555). Wth tho tharity now reathiThJ tho end of its life the Trustees would expect deficrts in future periods until all of the funds have been spent. Cash balances at the end of the year anounted to £24.333. The tharfty entered 2021 wlth suffiaent funds to continue rts ￿rk through to the end of 2021. when it is antiCiP8ted that the V￿rk of Ihe Chartty will end. Future Plans and Challenges During 2020 Education Uganda continued to fund fvll timè staff. are employed by the South ￿enzon Di¢xese. Rev Al￿* Nabirye is projed o)ordinator and Keesi Bwanbale has been replaced by Baluku Charlse as driver and chalk projed <>)ordinator. The ¢)ff￿e used by the team in lpaoty, the enterprise w￿jId be able to produce 1,280 boxes of thalk per V￿ek vthieh %￿Uld enable dlalk to be sold commer(aally bvell beyond the Kasese Sc*ool Distnct. The projed's aim to Produ￿ 900 cartons of 24 boxes of chalk in 2020 and 1,800 cartons in 2021 ￿11 not be realised due to extemal frddors. Ho￿*ver, it is still hoped then schools a￿ back to eleate a profit enough to run the charity as it is organised at present and make it self-sustaining. The Trustees aim had always been to put the project on a fim footing to be financially and stralegic41ty self-sustaining in Uganda by the end of 2021, revised to end of 2022. Funding to the project from the UK will be reduced thring 2022 ant￿lPatI￿J that the n8t profrt from sale of chalk wll reach the larget numbers SOL CRUoyd Chainnan of the Trustees 14 October2021 EDUCATION UGANDA ACCOUNTS FOR THE YEAR ENDED 31 DECEMBER 2020 INCOME AND EXPENDITURE ACCOUNT YEAR ENDED 31 DECEMBER 2020 2020 2019 INCOME Grants from Charilyes Donations from Companie Donations from Individuals Investment Income Other Income Restri¢ted Income Grant for Chalk Maklng Project V18it8 betsveen Uganda and UK Flood ￿eal Grants foi Schools Grants for Charities Supwt for Indivi¢JJals in Uganda SL Mafl8 for St. Bam8ba8 2.500.00 2287.50 10.74 2,445.00 9.67 3.000.00 3.630.00 4,073.73 464.70 2,400.00 300.00 1.630.00 3.300.00 700.00 437.50 Totsl In￿m0 15.036.67 11182.17 EXPENDITURE Grarts to SRO Educalion Depl (Notes 2 & 3) Insurance gank Charg•• Other Restricted Expendibjre '. Visits belween Uganda and UK Flood Appeal Libraries Project (Notes 2 & 3} Chalk Project (Notes 2 & 3) Grants for Schools Grants f¢r ChaTrlle8 Modem$ Support for Indivi(￿al$ in Uganda Grants for ch￿￿he$ 8.773.64 438.47 52.33 189.00 8,439.67 601.04 136.00 120.00 4,129.59 4.073.73 1,532.26 3,000.00 800.00 2,300.00 160.00 300.00 3,H1.21 1.630.00 3,100.00 700.00 437.50 Total ExpendI￿rn 21,619.43 22 737.01 surp￿s1{Do11¢tt) forthe Year EDUCATION UGANDA ACCOUNTS FOR THE YEAR ENDED 31 DECEMBER 2020 BALANCE SHE￿ AS AT 31 DECEMBER 2020 31 December 2020 31 December 2019 Opening Totsl Funds 32278.51 42.833.35 SurprusllDefic￿I for the Year (6.582.76) (10,554.84) Closlng Total Fund¥ 25 695.76 32 278.51 Rèpresented by.. Cash on Deposit Cash at Bank Unrestrlcted Restricted Cash Tolal Debtors - Provlsion for Tax Re¢over8ble 7270.44 7,263.16 16,698.11 364_70 24,333.25 1.362.50 21,888.09 1,832.26 30,983.51 1.295.00 Total 2J.895.75 32.278.B1 Th•80 accounts w•re apwoved by the Trustees on 14 Odober 21r21 and slgned on thelr behalf by.'- CR Lloyd- Chairman NOTES TO ACCOUNTS Note 1 The a¢¢ounts have been prepared under Ihe IMstori¢al c08t convention on a receipts and payments ba81• except frx Gift Aid, vknl¢h b a¢¢rued. Note 2 Grants are made to the S)uth Rwenzori Dioc8s0 Education Deparbnerrt (SRDED) to fijnd the woTk of Educallon Uganda in the Soulh Rv+tnzori regon of Uganda. Note that there are ttmlng differences betsyeen ￿ants being remitted to SRDED and money boing ￿ent in Uganda. Note 3 In the period ofthese ac¢wrrts expuKlibJre in Uganda on Eth￿tion Uganda'8 Y￿rk amounted to £13.177. U￿ng an avaragg rakè of exchange 014,SaQ Uo gh To £1. ond was allocated as folk)ws:_ Employment of Proiert Co(*thnatty and t*iver Chalk ProjeGt Vehicle Running Costs Libraries for Schoo13 Communications Olher Gosts 4,009 3,000 2,789 1,549 1,104 727 Total Expendibjre in Pefiod 13.1TI EDUCATION UGANDA ACCOUNTS FOR THE YEAR ENDED 31 DECEMBER 2020 Independont examin*s report I rep(xt to the trustees on my examinalon ofthe accounts of Educats"￿ Uganda {the 'ChariW for the year endèd 31 Deeember 2020. Re•ponsibiliti•• and basis of report As the trustees of the ChaAty. )Du ar8 responsble kn thè prepara11￿ of thè accounts ￿ a¢wrdance the rèquirements of the Charilies Act 2011 (ybe Acfl. I report in respect of my èxaminallon ofthe Chartvs ac(4￿nts ¢wrfod out under $•don 145 ofthe 2011 Act and in carryng out my examinallon. I have folkn￿d the applicat4e Direclions w'ven by the Charity Commission under section 145(5)Ib) of the P Independent examln•rf• slal•m I have ￿Mpleted my examinat"on. I confiim that no mateiial matters have come to my attention In connection with the examinats¢)n thi¢h &uves me cause to believe that In. any moterial iespect.. accounlng rec￿d8 were not kopt In attordance *ilh seclion 130 of the Act or • the accounts ￿ not accord vAth the accwnting rery)r I have no con¢em8 and have come au085 no othor matters In conne¢li(m vAth the èxamlnallon to which attenllon 8hould be drawn in order to enable a propw undwstandng ofthe ar￿Unts to be reached. <& Mr J C Booker, Chartered Accountsnt Brrjjghton, Hampshire 14 October 2021