## **EDUCATION UGANDA**
REPORT AND ACCOUNTS FOR THE YEAR ENDED 31 DECEMBER 2024
|**Charity Registration**|||||
|---|---|---|---|---|
|**Number:**|1154209||||
|**Address:**|Hambledon||||
||Romsey Road||||
||Broughton||||
||Stockbridge||||
||Hampshire SO20 8DB||||
|**Trustees:**|Christopher Lloyd|Chairman and||acting treasurer|
||John Wilkinson, OBE|Secretary||(Resigned 13 October 2022)|
||William Harris, FCA|Treasurer||deceased|
||Hilary Powell|||(Resigned 13 October 2022)|
||Ian Knights||||
||Stephen Shepherd||||
|**Patron:**|Michael Morpugo, OBE, FRSL, FKC|||Children's Laureate|
||2003-2005||||
|**Ugandan**|||||
|**Management:**|Mr Elisha Muliwabyo||Chairman – Ugandan||
||||Management Committee||
||Rev Alice Nabirye Mbusa||Project|Coordinator|
|**Bankers:**|National Westminster|Bank|||
||106 High Street||||
||Winchester||||
||Hampshire SO23 9AW||||
|**Independent**|||||
|**Examiner:**|J C Booker, Chartered Accountant||||
|**Website:**|www.educationuganda.org||||
## **Structure, Governance and Management**
The charity, number 1154209, operates as a Charitable Incorporated Organisation (CIO) by a constitution dated 1 October 2013. Education Uganda previously operated as registered charity 1121842 under a trust deed dated 24 September 2007. All the assets of the old charity were transferred to the new charity with effect from 1 January 2014 and the old charity was dissolved during 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 between two to four times a year for this purpose. Operating decisions in Uganda are made by a local management committee who are directed by the trustees to work within an agreed plan and budget and report regularly to the trustees.
## **Objectives and Activities**
The Objectives of the Charity are:-
- a) the improvement and development of primary education, including teacher training, for the benefit of children of primary school age, their families and the wider community in Africa and, in particular, Uganda (which is the Charity’s area of benefit).
- b) the relief of financial hardship and unemployment by assisting in the provision of education, training, workshops and other such services as the trustees deem appropriate so as to improve the conditions of life of persons living in Uganda.
The principal activity of the charity is the improvement of primary education in Uganda by the use of individual children’s blackboards, known as slates; a technique that has been used so successfully to raise standards in English primary schools.
## **Public Benefit**
The beneficiaries of the charity are primary school children in the nearly 600 schools within the Kasese region of South West Uganda where 80% of the population live at or below poverty level and primary school classes can reach 100 pupils. The charity believes that social and economic improvements in Africa have to be through education and the potential of the approach the charity has taken is enormous.
## **Achievement and Performance**
The team in Uganda have continued to support the original initiative of providing slates and chalk to facilitate learning and to develop the 52 libraries in the initial libraries plan. Following the disruption caused by Covid the plan is now back on track. By the end of 2023 group reading training will have been completed group for teachers in all 52 library schools, in addition to providing these schools with sets of group reading books, funded from a £60,000 grant received in 2022.
Other events which are now continuing on a regular basis:
- Reading, writing, drama and craft festivals
- Top up training events for teachers in group reading, teaching with slates and use of the libraries
- Monitoring visits to schools leading to reports to trustees on successes and challenges within the project.
The trustees have been working hard to make Education Uganda a free-standing NGO within Uganda from end of year 2024, by providing the means for income generation through a chalk-making business. This has now been achieved and the plan is to close the UK charity in 2024 leaving Education Uganda NGO within Uganda in a position to sustain itself.
## **Financial Review**
As we were preparing the submission of the 2022/3 accounts the Education Uganda treasurer unfortunately died and we have had to continue without him, with the chair undertaking this role. As a result it has taken considerably longer to submit the paperwork.
In view of their plans to close the charity, the trustees have not been actively fundraising in either 2021/2022/2023. However, a grant of £60,000 was received from another charity during 2021, which was earmarked to expand the libraries project with group reading Other income in 2022 was lower than in the previous year with the exception of a bequest of £10000.
Total Expenditure in the period was £67,200. Grants made to the South Rwenzori Diocese Education Department to further the work of the charity in this region of Uganda amounted to £63,073.72. This is a fund from which the Education Uganda NGO can draw its quarterly grant for 2 years and will be administered by South Rwenzori diocesean treasurer by agreement.
All fundraising for new projects will be the responsibility of the NGO.
The result of the above income and expenditure was a bank balance at close of year of £195.85 With the charity now reaching the end of its life the Trustees are expecting to transfer the final balance early 2025 and to close the charity and account.
The charity entered 2024 with insufficient funds to continue its work through to the end of 2024, as it was anticipated that the work of the Charity will end. Any surplus remaining at the time plan to close the account in 2025 will be transferred to the South Rwenzori Diocese Education Department.
## **Future Plans and Challenges**
Education Uganda continues to fund two full time staff, who are employed by the South Rwenzori Diocese. Rev Alice Nabirye is project coordinator and Monday Joseph has replaced Baluku Charles as driver and chalk project coordinator. Monday Joseph has now established his role as chalk project coordinator as this activity is now growing.
The office used by the team in Kasese continues to be a free-standing building of two rooms opposite the cathedral. This provides office accommodation and space for chalk making and storage of stock.
Chalk continues to be in commercial production, and sales and profits are now picking up following the reopening of schools. At full capacity, the enterprise is able to produce 1,280 boxes of chalk per week which will enable chalk to be sold commercially well beyond the Kasese School District. The project’s aim is to produce 1,800 cartons of 24 boxes per annum which will generate enough profit 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 firm footing to be financially and strategically self-sustaining in Uganda. The original target date had been the end of 2021 but in view of the impact of the pandemic this has been revised to the end of 2024.
The trustees plan to transfer the remaining funds of the charity to the South Rwenzori Diocese Education Department, in early 2025..
C R Lloyd Chairman of the Trustees 2024
EDUCATION UGANDA
ACCOUNTS FOR THE YEAR ENDED 31 DECEMBER 2022
INCOME AND EXPENDITURE ACCOUNT
YEAR ENDED 31 DECEMBER 2022
2022
2021
INCOME
Grants from Charities
Donations from Individuals
Investment Income
Other Income
Restricted Income
Grants for Schools
Grants for Charities
Support for Individuals in Uganda
Books
60.000.00
1.430.00
14.61
1,892.20
10.22
125.50
1.440.00
360.00
450.00
1,147.55
120.00
1,650.00
615.00
Total Income
63,694.61
5,560.47
EXPENDITURE
Grants to SRD Education Dept (Notes 2 & 3)
Libraries Project (Notes 2 & 3)
Travel Expenses
Insurance
Bank Charges
Other
Restricted Expenditure .
Grants for Schools
Grants for Charities
Support for Individuals in Uganda
Books
8,644.90
6,000.00
1.161.95
440.07
157.50
120.00
8,048.47
441.35
162.00
120.00
1.300.00
300.00
450.00
1,432.25
220.00
1,650.00
850.00
Total Expenditurè
18,574.42
12,924.07
Surplusl(Doficit) for the Year
45,120.19
(7,363.60)
EDUCATION UGANDA
ACCOUNTS FOR THE YEAR ENDED 31 DECEMBER 2022
BALANCE SHEET AS AT 31 DECEMBER 2022
31 December 2022
31 December 2021
Opening Total Funds
18.332.15
25.695.75
Surplusl{Deficit) for the Year
45.120.19
(7,363.60)
Closing Total Funds
63.452.34
18,332.15
Represented by:
Cash on Deposit
Cash at Bank
Unrestricted
Restricted
Cash Total
Debtors - Provision for Tax Recoverable
7.290.57
7,277.70
55.521.77
140.00
62.952.34
500.00
10.383.50
17.661.20
670.95
Total
63,452.34
18,332.15
These accounts were approved by the Trustees on 20 October 2023 and signed on their behalf by:_
QcycLJ
CR Lloyd- Chaimian
NOTES TO ACCOUNTS
Note 1
The accounts have been prepared under the historical st convention on a reiptS
and payments basis except for Gift Aid, which is accrued.
Note 2
Grants are made to the South Rwenzori Diocese Education Department {SRDED} to
fund the Wrk of Education Uganda in the South Rwenzori region of Uganda. Note that
there are timing differences between grants being remitted to SRDED and money
being spent in Uganda.
Note 3
In the period of these accounts expenditure in Uganda on Education Uganda's work
amounted to £14,030. using an average rate of exthange of 4.320 Ug Sh To £1. and
was allocated as follows'.-
Employment of Project Coordinator and Driver
Vehicle Running Costs
Libraries for Schools
Communications
3,373
3,542
6,489
422
n•hAr n.no+e Ihla•
EDUCATION UGANDA
ACCOUNTS FOR THE YEAR ENDED 31 DECEMBER 2022
Independent oxaminer's report
I report to the trustees on my examination of the a¢counts of Education Uganda (the "Charity") for the year ended 3
December 2022.
Responsibilities and basis of report
As the trustees of the Charity. you are responsible for the preparation of the accoLSnts in accordance with the
requirements of the Charities Act 2011 ("the Act").
I report in respect of my examination of the Chartty's accounts carried out under section 145 of the 2011 Act and in
arrying out my examination. I have followed the applicable Directions given by the Charity Commission under sect
145{5){b) of the Act.
Independent examinerfs statement
I have completed my examination. I confimi that no material matters have come to my attention in connection with t
examination which gives me cause to believe that in. any material respect..
accounts'ng records were not kept in ardance with section 130 of the Act or
the a¢Gounts do not accord with the accounting records
I have no concems and have come across no other matters in ¢onnedion with the examination to which attention
should be drawn in order to enable a proper understanding of the accounts to be reached.
Mr J C Booker. Chartered Accountant
Broughton. Hampshire
20 October
**Education Uganda 1154209 Receipts and payments accounts**
||**Receipts and payments accountspts and payments accountsts and payments accountspayments accountsayments accountsyments accountsments accounts**|**Receipts and payments accountspts and payments accountsts and payments accountspayments accountsayments accountsyments accountsments accounts**||**CC16a**|
|---|---|---|---|---|
|**For the period**|Period start date
**To**
15.12.2003
**For the period**
**from**|Period end date
17.01.2024|||
|**Section A Receipts and payments**|**Section A Receipts and payments**|**Section A Receipts and payments**|**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**||||||||||||
|15.12.2023 Hicks standingorder|||**15**||**-**||**-**||**15**|||
|11.01.2024 Automated credit|||**50**||**-**||**-**||**50**|||
|15.01. 2024 Hicks standingorder|||**15**||**-**||**-**||**15**|||
|17.01.2024 Scottish Widows credit|||**7,381**||**-**||**-**||**7,381**||**-**|
||||**-**||**-**||**-**||**-**||**-**|
||||**-**||**-**||**-**||**-**||**-**|
||||**-**||**-**||**-**||**-**||**-**|
||||**-**||**-**||**-**||**-**||**-**|
|**_Sub total_**_(Gross income for AR)_||_(Gross income for AR)_|**7,461**
_(Gross income for AR)_||**-**||**-**||**7,461**||**-**|
|**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**_Sub total_ -**
**-**
**-**
**-**
**-**
**_Total receipts_ 7,461**
**-**
**-**
**7,461**
**-**
**A2 Asset and investment sales,**
**(see table).**
~~—————~~||||||||||||
|**A3 Payments**||||||||||||
|02.01.2024 Tooretyi|||**30**||**-**||**-**||**30**||**-**|
||||**-**||**-**||**-**||**-**||**-**|
||||**-**||**-**||**-**||**-**||**-**|
||||**-**||**-**||**-**||**-**||**-**|
||||**-**||**-**||**-**||**-**||**-**|
||||**-**||**-**||**-**||**-**||**-**|
||||**-**||**-**||**-**||**-**||**-**|
||||**-**||**-**||**-**||**-**||**-**|
||||**-**||**-**||**-**||**-**||**-**|
|**_Sub total_ **|||**30**||**-**||**-**||**30**||**-**|
|**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**_Sub total_ -**
**-**
**-**
**-**
**-**
**_Total payments_ 30**
**-**
**-**
**30**
**-**
**A4 Asset and investment**
**purchases, (see table)**
~~——————~~||||||||||||
|**_Net of receipts/(payments)_ **
**A5 Transfers between funds**
**A6 Cash funds last year end**
**_Cash funds this year end_ **||**7,431**
**-**
**-**
**7,431**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**7,431**
**-**
**-**
**7,431**
**-**
~~===>=>~~||||||||||
## **Section B Statement of assets and liabilities at the end of the period**
|||||**Unrestricted**
**Restricted**||**Endowment**|
|---|---|---|---|---|---|---|
|**Categories**||**Details**||**funds**
**funds**||**funds**|
|||||**to nearest £**
**to nearest £**||**to nearest £**|
|**B1 Cash funds**|**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**_Total cash funds_**
~~—====~~||||||
|||(agree balances with receipts and payments
account(s))|(agree balances with receipts and payments|Agreement Error
OK||OK|
|||||**Unrestricted**
**Restricted**||**Endowment**|
|||||**funds**
**funds**||**funds**|
|||**Details**||**to nearest £**
**to nearest £**||**to nearest £**|
|**B2 Other monetary assets**|**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
~~——==~~||||||
|||**Details**||**Cost (optional)**
**Fund to which**
**asset belongs**||**Current value**
**(optional)**|
|**B3 Investment assets**|**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
~~ee~~||||||
|||**Details**||**Cost (optional)**
**Fund to which**
**asset belongs**||**Current value**
**(optional)**|
|**B4 Assets retained for the**
**charity’s own use**|**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
~~oe~~||||||
|||||**Fund to which**
**Amount due**||**When due**|
|||**Details**||**liability relates**
**(optional)**||**(optional)**|
|**B5 Liabilities**
Signed by one or two trustees on
behalf of all the trustees|**-**
**-**
**-**
**-**
**-**
Signature
Print Name
Christopher Lloyd
Date of
approval
~~a~~||||||