EDUCATION UGANDA REPORT AND ACCOUNTS FOR THE YEAR ENDED 31 DECEMBER 2021 Charity Registratlon Number: 1154209 Address: Hambledon Romsey Road Broughton Stockbridge Hampshire S020 8DB Tru8tea$: Christophar Uoyd Chaim)an John Wilkinson, OBE Secretary William Harris. FCA Treasur Hilary Powell lan Knigms stephen Shepherd (Resigneil 13 October 2022) (Resigned 13 October 2022) Patron: Michael Morpugo, OBE, FRSL, FKC Children's Laureate 200>21X)5 Ugandan Management: Mr El￿tt8 Mulrwabyo Chaiman- Ugandan Management Committee Project Coordinator Rev Alice Nalxryo Mbu8a Bankarg: National Wasbninster Bank 106 High Street IAfjnchester Hampshire S023 9AW Independent Examiner. J C Booker, Chartered AQ￿untarrt Webslte: www.educationugand8.org Structure, Governance and Management The charity, number 1154209. operates as a Charitable Incorporated Organisation (CIO) by a constitution dated 1 Odober 2013. Education Uganda previousty operated as registered charity 1121842 under a trust deed dated 24 September 2007. All the assets of the okl charity were transferred to the new charity Wbth effect from 1 January 2014 and the old charity was dissolved duriNJ 2014. Trustees have been appointed for their educational. financial and fundraising skills. They serve for a period of from one to three years when they then stand for re-election. A Child Protection Policy is in place. Policy decisions are made by the trustees who generally meet four times a year for this purpose, although this meets'ng pattem has been disrupted during the Covid-19 pandemic. Operab'ng decisions in Uganda are made by a local management Committee who are directed by the trustees to work within an agreed plan arvj budget and report regularty to the trustees. Objectlvos and Acilvftle8 The Objectives of the Charity are:_ the improvement and development of primary education. indLKling t8ach8r training, for the benefrt of children of Prim￿ school age. their families and the wider communty in Afnca and, in partscular. Uganda (which is the Charity's ar88 of benefit). b) the relief of financial hardship and unemployment by assisting in the provision of education, training, w0￿$hOp$ and other stth s8rvtces as th8 trust88s deem appropriate so as to improve the condrtions of lrfe of persons INirg in Uganda. The principal adimty of charity is thè improvement of primary educatlon In Uganda by the use of individual children's blackboards, known as slates,. a technique that has been used so successfully to rai88 standards in English primary schools. Publlc Benefft The beneficiaries of the charty are prlmary school chI￿ren in the nearly 600 schools withln the Kasese region of South West Uganda 800/0 of the population live at or below povety ￿Ve1 and prlmary school Clas￿ can reach 100 pupils. The charity believes that social and economic improvements in Africa have to be thrO￿h education arKI the potential of the approach we are taking enormous. A¢hlovam•nt and Pèrforniancè The team in Uganda have continued to support and develop the 52 libraries in the inikn'al plan. although this has been severety wrtailed as a resuli of the Cowd-19 pandemic in 2020 and 2021 with sthocAs dosed for kjng periods of tlme. Ugandan schools have endured full lockdowns. Trainin9 has eontinuad to bo given to all library schools. with the continuing aim that pupils in neighbouring schools will be able lo use these libraries as borrowing and reference hubs but again this has been limrted owng to the pandem￿. Schools only opened to classes again in January 2022. Other events have also been severdy Curtai￿ indudiTVJ.'" Reading, vfflting. drama and uaft festNals Training events for tead)érs in group reading, teaching with slates and use of the libranes Monitoring wsits to schools leading to reports lo trustees on successes and challenges within the p￿tye¢t Flnancial Revlew The Trustee$, aim was for the projed to become self4ustainiry in Uganda by the end of 2021. However, the Covid-19 pandemic has adversely affect*J thése plans and the target date has been moved to the end of 2023. Incomo in 2021 retumed to morè nomal levels followifVJ the fvndraising in tha wevious year to help with the repairs to schools and libraties following flooding in the area (£4,074) and to make the Chalk Project more effi¢ient (£3,QCQ). Accordingly. total income in 2021 amounted to £5,560 compared with £15,038 in the previous year. Unrestrided Income in 2021 of £2.028. ind￿ing Grfi Aid tax r8coverabl8. consisted of almost entirely of grants from lnd1vhdua￿ Restricted income amounted to £3,533. Thls represented grants from UK irKIivKluals and Organisatio￿ for sp8Crf￿ Ugandan schools, organisations and Indivlduals. Total Expenditure in the period was £12.924. Grants made to the South Rwenzori Diocese EduGation Department to further the work of the charity in this region of Uganda amounted to £8,048. Restricted expenditure amountad to £4.152 and refiects the expenditure of th8 restricted income Outlin￿ abo￿. The resu￿ of the above income arKI experKliture was a deficit for the year of £7,364 {2020 - deficit of £6,583). Wth the charity now reaching the end of it6 life the Trustees would expect deficlts In future peri¢xls until all of the funds have been spent. Cash balances at the end of the year amounted to £17.661. The chanty entered 2022 with sufficient funds to continue its work through to the end of 2023. when rt is anticipated that the work of the Charty will end. Futur• Plan¥ and Challenges During 2021 Education Uganda continued to fund Iwo fvll time stsff, who arè @mployed by the South Rwenzori Diocese. Rov Alice Nabirye ts projec* coordinator and Keesi Bwanbale has been replaced by Baluku Charfes as driver and chalk project ￿ordInatOr. Baluku Chades has now established his rde as chalk project coordinator aItt￿￿h there was little activity in 2021. The office used by the team in Kasese conb'nues to be a fretrstanding buikling of two rooms opposite thè eathadral. This providas office accommodation and space for chalk making. The Trustees continue to explore opportunities to embed the use of slates alongside the use of lextbooks for the USAID sponsored '1 Can Re￿ and Write, literacy programme for P11213 as this is Intr0dL￿ed in Kasese District sthools. Further training sessions have been delivered by the project coordinator and these have showed that such training is both welcome and viabl8. Many teachèrs are naturalty using slatés to support this currF¢xlum but need guidance to get the full benefft fr￿7 them. Chalk continues to be in commercial woduction, but sales arKI proffts have baan very low due to the Contin￿1 closure of schools and lack of dwnand. Two staff continue to be employed when possible. At full capaoty, the enterFKBe would be able to produ￿ 1,280 boxes of chalk per week which would enable chalk to be sold commercially well beyond the Kasese School Distrid. Trte woiecvs aim is to produce 1,800 cartons of 24 boxes per annum which should generate enough wofft to run the charity as it is organised at present and make it sdf-sustsining. The Trustees aim had always been to put the project on a fimi footing to be financialty and slrate9ically self-sustaining in Uganda by the end of 2021, revised to end of 2022 but in view of the continued impact of the pandemic now revised to of 2023. Operational funding to the project from the UK will be reduced duriNJ 2022 and 2023 anticipating that the net profft from sal8 of chalk will reach the target numbers set. cfLttrM C R Lloyd Chairman of the Trustees 28 October 2022 EDUCATION UGANDA Accoup¥fs FOR THE YEAR ENDED 31 DECEPABER 2021 INCOME AP4D EXPENDITURE ACCOUI YEAR EIIDED 310ECEMBER 2021 2021 2020 INCOME DonatlLW8 from Compan Donallons from IndMdua18 Investment Income Other Income Rèstrict8d Incom• Grant for Chalk Making Pr Flo￿1 Appeal Grants for Schoo18 Grants for Chantles Support for Individual$ in UgaThla Books 2,5￿.Tr) 2,287.50 10.74 1,892.20 1022 125.50 3,OCKI.tIJ 4.073.73 1.147.55 120.1)J 1.650.CX) 615.cil 2.4CX).00 Total Incom• 15,036.67 EXPENDITURE Grants lo SRD Edu¢aUon Dept (Notas 2 & 3) In8uranc Bank Charge8 Other R&str￿•d Expendltur• '. Flood Appeal Libraries Projecl IN¢)t•8 2 & 31 Chalk Project (Notes 2 & 3} Grants for Sdlools Grants for Charibes Modern8 Support for lTraivhknl¥ In uga￿la Book8 8.048.47 441.35 162.(Kl 120.LXI 8,773.84 438.47 52.33 189.00 4.073.73 1.532.26 3,(XXJ. 8¢XI.CY) 2.3C#).r￿1 1,43225 1.650. Tot•1 Exp•ndliur• 119XOT 21.619A3 Surplu•l{Dofi¢lt) for th• Ymr ,363.60 6.582.76 EDUCATION UGANDA COUNTS FOR ThE YEAR ENDED 310ECEMBER 2021 8ALANCE SHEET AS AT 31 DECEAIBER 2021 31 December 2021 31 DeLember 2020 Opening Total Funds 25,695.75 32.278.51 SurplL*IIDeffldt) forth• Y 17063.80) 18.682.781 C105ing Total Funrh 18 332.15 25.695.75 ROpro￿ntsd ty.. Ca8h on D8posit Cash al Bank Unrestricted Re￿rIctsd Cash Total Oebtors. Provl8ion forT&x 72TI.70 7.270.44 10.383.50 16,698.11 364.70 24,33326 1,382.50 17.66120 670.95 Totsl 18.332.15 25,695.75 The￿ KCOL￿ts worn 8FPrOv￿ by thg Tr￿ on 28 Octobw 2￿21 8ign•d on th•lr by:" CR Uoyd- Cheirman NOTES TO ACCOUNTS Noto 1 The acthjnts have been prepar￿1 ￿ler the hislry*xl crot ￿ven1￿M a recelpts and p8ymenl8 Ixsis exceptfor Grfi A￿. wfKh Is &￿￿1. Note 2 Grants ar• madè to the ScAAh Rw￿ZDrl DiLwe Educalion Dgpartment {SRDEDI to fund the work of Educalion Uganda in the SoLth Rv*Enzori regK)n of Uganda. Noie that there are ts"mirrfJ drf1ereI￿ betsveen grants b￿ng remitted to SRDED 8nd mot boiNd sponi kn Ug8ndo. Note 3 In the period ol these accounts expenditure in Uganda an EthKaliM Ug8nd8'8 work gm(KJntgd to £12.920. u8Fng an avwage rate of excharwe of 4.782 Ug Sh To £1. and wag aifoeat•d as folithvs:. Employment of Project c{￿1n*￿ aThl Dri Vehide Running Costs br8ries for School8 Communications Other Costs 3.697 1.618 Tc4al EX￿￿￿1t[$re in p8rK EDUCATION UGANDA ACCOUNTS FOR THE YEAR ENDED 31 DECEMBER 2021 Ind•￿ndent •xamlnrf8 r•port I report to the trustees on my 8xaybin•t￿ of lh• ￿t¢unts of E