## **T** r **ustees’ Annual** R **epo** r **t fo** r **the pe** r **io** d
**F** r **om 1** . **1** . **2020 Pe** r **io** d **sta** r **t** d **ate To 31** . **12** . **2020 Pe** r **io** d **en** d d **ate**
## **Cha** r **ity name:** r **F ien** d **s of** M **onze**
## **Cha** r **ity** r **egist** r **ation numbe** r **:1154762**
## **Objectives an** d **Activities**
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SORP
reference
Summary of the purposes Para 1 17 . To p revent o r relieve poverty in Monze in
of the charity as set out in Zambia by p roviding o r assisting in the
its governing document provision of e ducation, t raining,
healthcare p rojects and all the necessary
support designed to enable individuals
and community g roups to generate a
sustainable income and be self-sufcient;
To develop the capacity and skills of the
people of Monze in Zambia in such a way
that they a re better able to i dentify, and
help meet, their needs and fulfl their
potential.
Summary of the main Para 1 17 an . d Activities for the purpose of e ducation:-
1 19.
activities in relation to At Kachindu school we built 2 houses for
those purposes for the qualifed Government teachers. We also
public beneft, in
equipped the school with desks, books
particular, the activities,
and bookcases.
projects o r services
identifed in the accounts. At Mungolo school, which is in ra emote
and difcult to access ra ea, we built a
three classroom school together with a
house for teachers. Unlike earlier schools,
which we built using kiln rf ed rb icks, this
school was built using on-site moulded
bricks. This is a method that requires no
trees to be cut down for kiln rf ewood. We
also equipped the school with desks,
books and bookcases.
At Malimba school, we built a teacher's
house enabling another teacher to live
near the school.
At Ntambo school, we completed the
building of an incomplete two classroom
block. The school was incomplete
because the local Parent Teacher
Association could not raise sufcient
funds.
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We purchased ‘Happy Reader’ reading scheme books to improve literacy at 4 schools. Unfortunately, due to Covid-19 restrictions on meetings, teacher rt aining on how to use the scheme, could not take place in 2020. Activities for the purpose of Healthcare: We installed a solar water pump at Kachindu school. We installed a solar water pump at Malimba school and also made repairs. We repaired the solar water pump at Kampunu school. We provided rural health centres with twenty water drums and soap to help reduce the spread of Covid 19. During the rf st three months of 2020, the Monze ra ea of Southern Zambia was still sufering rf om the efects of a poor harvest due to the 2019 drought. Because children were too hungry to learn, we provided a school feeding programme in four schools and one early years school for vulnerable children. This feeding programme ended in March 2020 when all schools in Zambia were closed due to the Covid pandemic. Zambia schools were reopened in October 2020 when Covid 19 infections decreased, In rdo er to encourage children to return to school we supplied sports equipment to ten schools. Activities for the purpose of Income generation; In remote Mwiinga-Malimvwa we funded and taught soap making in the community. In 2019 we rt ained students to be permaculture gardening rt ainers. These trainers ra e now generating income by passing on knowledge and skills relating to sustainable farming. Of particular signifcance is that rt ainers also teach how to make “bokashi” fertiliser which is much cheaper and just as efective as commercial fertilisers. We funded ra t ial of this self-made fertiliser to make sure it was as good as we had hoped for. Activities undertaken to rp ovide nutrition to beneft health and education of children and generate income:We rp ovided fencing, tools and rt aining to establish a garden at Kachindu school.
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This garden is used to teach children
gardening skills and also to enable the
community to grow a variety of food
crops.
We re ected a garden fence at Mungolo
school to prevent stray animals
damaging c rops.
Activities for the purpose of developing
capacity and skills:
Traditional Zambian leaders, who
dispense customary law, do not
necessarily know the statutory law. This
can limit access to justice, particularly for
women and girls. We provided Human
Rights training in remote Mwiinga-
Malimvwa to improve access to justice.
Statement confrming Para 1 18 . All t rustees have understood the
whether the t rustees have guidance.
had regard to the
guidance issued by the
Charity Commission on
public beneft
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A dd itional info r mation (optional)
You may choose to include further statements where relevant about:
SORP reference
Para 1 38 .
Policy on g rant making
Para 1 38 .
Policy on social
investment including
program related
investment
Para 1 38 .
Contribution made by
volunteers
Other
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## **Achievements an** d **Pe** r **fo** r **mance**
SORP reference Education achievements We have improved the educational infrastructure in Monze District by Summary of the main Para 1 20 . building schools and houses to high achievements of the government standards, they are charity, i dentifying the diference the charity’s expected at least 40 years. Children work has made to the beneft rf om being taught in good circumstances of its school buildings equipped with books, benefciaries and any desks and other de ucational materials. wider benefts to society The Zambia Department of Education as a whole. will not deploy qualifed teachers in rural schools unless adequate local accommodation is available for teachers. In 2020 we built four teacher houses to ensure school children can beneft from lessons delivered by properly qualifed government teachers. During the rf st 3 months of 2020, there was good school attendance, especially where we we provided school meals. Unfortunately, the global Covid-19 pandemic led to Zambia’s schools being closed for half of 2020. Children also benefted rf om the sports equipment we rp ovided for 10 schools. We d d i this to encourage children to return to school and re-start their education. Achievements to improve health When we rf st drill a bore hole, water is drawn using a hand pump. This can be heavy work because water sometimes has to be lifted rf om very deep bore holes. Such slow work can result in frequent queues to use a pump. We installed solar powered pumps at 2 schools and also repaired some pumps, This. benefts the school and the local community by reducing the physical efort needed to access water and increase the quantity of water available. Schools and local families now have a plentiful supply of water for drinking, hygiene and gardening
purposes. By rp oviding soap and water drums for hand-washing at health centres, communities beneft rf om improved health by reducing the spread of Covid19 and other diseases. During the frst 3 months of 2020, children benefted rf om rp ovided meals that improved their health and vitality. Increased energy enables children, especially those who have to walk some distance to school, to have sufcient energy to concentrate on lessons. Children’s education benefts signifcantly, especially for those rf om poorer families. Achievement to improve income generation The volunteers we rt ained in 2019 as permaculture rt ainers ra e now available to da vise others on the ra t and skill of sustainable farming. Local subsistence farmers ra e now being taught how to grow a variety of of rc ops to include indigenous varieties. They are also being taught how to prevent soil erosion, harvest water and produce crops in times of climate stress. We funded our Zambia partners to carry out ra t ial that compared rg owing rc ops using commercial fertilisers with rc ops grown under the same conditions using a much cheaper home made fertiliser called “”bokashi”. Results showed that bokashi is just as efective as more expensive fertilisers. Making bokashi fertiliser and having it available at the right time will reduce costs for subsistence farmers. Its use will be of considerable beneft to farmers and their families. Achievements to improve health, education and nutrition income generation We have established 8 school permaculture gardens. These gardens beneft children as the schools teach in shifts, children spend part of the school day in the classroom and part in the garden learning skills which will beneft them in the future. Children learn how to provide food for their families and
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generate income. The school gardens
also beneft the community as farmers
attend rt aining at the schools to learn
new methods of g rowing food.
Achievements to develop capacity and
skills
Our partners have reported that Human
Rights rt aining at Mwiinga Malimvwa
was very welcome. Teachers have
reported that Human Rights rt aining
improved school attendance. rT aditional
Headmen have reported they ra e better
able to dispense justice because they
now understand more about law.
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A dd itional info r mation (optional)
You may choose to include further statements where relevant about:
Education achievements reduced due to
all schools in Zambia closed March to
Achievements against Para 1 41 . October 2020 due to covid-19
objectives set pandemic.
Fundraising activities were curtailed
from March 2020 due to covid-19
Performance of lockdown restrictions.
fundraising activities Para 1 41 .
against objectives set
Investment performance Para 1 41 .
against objectives
Other
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## **Financial** R **eview**
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Review of the charity’s Para 1 21 . Funds available to complete current
fnancial position at the projects
end of the period
Statement explaining the Para 1 22 . Reserves a re held to safeguard against
policy for holding reserves uncertainties, for example fuctuation in
stating why they a re held currency exchange rate. Designated and
restricted funds a re not part of the
reserve. Uncommitted working capital
which equates to 2 months expenditure
is considered an appropriate reserve.
Amount of reserves held Para 1 22 . £250
Reasons for holding zero Para 1 22 . N/A
reserves
Details of fund materially Para 1 24 . None
in defcit
Explanation of any Para 1 23 . None
uncertainties about the
charity continuing as a
going concern
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A dd itional info r mation (optional)
You may choose to include further statements where relevant about:
Private philanthropy.
Trusts and Foundations
The charity’s p rincipal On-line fundraising
Para 1 47 .
sources of funds
(including any
fundraising)
N/A
Investment policy and
objectives including any Para 1 46 .
social investment policy
adopted
1. Misuse of FoM funds by ZaWGF, this
risk has been reviewed by t rustees and
A description of the Para 1 46 . deemed unavoidable. The risk is
principal risks facing the managed by
charity Sharing online records,
spreadsheets
original receipts sent f rom
ZaWGF to FoM rt ustees
annual visits by t rustees a re
preferred to monitor and plan
projects however this was not
possible in 2020 so alternative
meetings have been held over
the internet.
weekly reports and photographs
from ZaWGF, building contractor
and teachers
2. Fluctuation in currency exchange
rates. This risk is deemed unavoidable
and managed by raising funds for
contingencies.
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Other
## **St** r **uctu** r **e, Gove** r **nance an** d M **anagement**
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Description of charity’s
trusts:
Type of governing Para 1 25 . Charitable Incorporated rO ganisation
document whose only voting members a re its’
(trust deed, royal charter) charity t rustees
How is the charity Para 1 25 . Charitable Incorporated rO ganisation
constituted?
(e g uninco. rporated
association, CIO)
Trustee selection Para 1 25 . New t rustees a re selected rf om
methods including details interested supporters and appointed by
of any constitutional existing t rustees
provisions e g . . election to
post o r name of any
person o r body entitled to
appoint one o r more
trustees
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A dd itional info r mation (optional)
You may choose to include further statements where relevant about:
Friends of Monze (FoM) has policies for
new t rustees which include eligibility,
Policies and rp ocedures appointment, confict of interest, and
Para 1 51 .
adopted for the induction induction to the role.
and rt aining of t rustees
FoM ofcers a re chair, vice-chair,
secretary and rt easurer. rT ustees meet
The charity’s in person o r by zoom every 2 months.
Para 1 51 .
organisational structure We also communicate and can make
and any wider network decisions by email. The t rustees make
with which the charity decisions on raising and spending funds
works by agreement made by the majority of
trustees.
FoM works with a partner ro ganisation
Zambia Women and Girls Foundation
Relationship with any Para 1 51 . (ZaWGF) which is an NGO registered in
related parties
Zambia.
Projects and activities a re planned,
carried out, monitored and reported on in
collaboration with ZaWGF. We have
worked with the same partners since
FoM was registered in 2013.
Other
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## R **efe** r **ence an** d **A** d **minist** r **ative** d **etails**
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Charity name Friends of Monze
Other name the charity
uses
Registered charity number 1154762
Charity’s p rincipal a ddress Quaker Meeting house
87 Park Street
Br di gend
CF31 4AZ
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Names of the cha r ity r t ustees who manage the cha r ity
Name of pe r son (o r bo d y)
D ates acte d if not fo r
T r ustee name Ofce (if any) entitle d to appoint r t ustee
whole yea r
(if any)
Peter Anfeld
1
Davies
2 Lynne Rees
3 Gill Nelson Secretary
Paul Green Vice Chair
4
Kevin Murnan
5
Alistair Nelson Treasurer
6
7 Belinda Loveluck
Virginia Jane Chair
8
Deana Owen
9
10
11
12
13
14
15
16
17
18
19
20
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Corporate t rustees – names of the d ri ectors at the date the report was approved
D i r ecto r name
Name of t rustees holding title to p roperty belonging to the charity
T r ustee name D ates acte d if not fo r whole
yea r
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**Fun** d **s hel** d **as custo** d **ian** r **t ustees on behalf of othe** r **s** Description of the assets N/A held in this capacity Name and objects of the charity on whose behalf the assets a re held and how this falls within the custodian charity’s objects
Details of a rrangements for safe custody and segregation of such assets f rom the charity’s own assets
## **A** dd **itional info** r **mation (optional)**
## **Names an** d ddr **a esses of** d **a vise** r **s (Optional info** r **mation)**
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**Name of chief executive** r **o names of senio** r **staf membe** r **s (Optional info** r **mation)**
## **Exemptions** r **f om** d **isclosu** r **e**
Reason for non-disclosure of key personnel details
## **Othe** r **optional info** r **mation**
## D **ecla** r **ations**
**The** r **t ustees** d **ecla** r **e that they have app** r **ove** d **the** r **t ustees’** r **epo** r **t above** .
**Signe** d **on behalf of the cha** r **ity’s** r **t ustees Signatu** r **e(s) Full name(s)** Virginia Jane Deana Owen **Position (eg** Chair **Sec** r **eta** r **y, Chai** r **, etc)** D **ate** 28[th] July 2021
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## **F** R **IEN** D **S OF** M **ONZE**
## **YEA** R **EN** D **E** D **31st** D **ECE** M **BE** R **2020**
## **NOTES TO THE ACCOUNTS**
2. The aims of rF iends of Monze ra e to raise funds to work through strong partnerships with local rg oups in Monze, Zambia, to develop rp ojects which focus on agriculture and education, particularly with our major partners Zambia Women and Girls Foundation (ZWGF). This is the eighth year of operation of the charity, during which funds of £101,872 (2019 £137,384) have been raised, and £100,128 (2019 £137,723) spent, most of which has been distributed to various rp ojects in Monze, giving an excess of income over expenditure for the year of £1,744 (2019 defcit of £339). This is a wonderful efort in a year blighted by the Corona virus pandemic, and is due almost entirely to the unceasing work and commitment of the founder and Chair, Deana Owen, and to the generosity of those who have made donations.
3. £99 687. (2019 £130,789) has been rt ansferred to the account in Monze of ZWGF during the year. Expenditure includes major rp ojects such as the completion of the building of Malimba, Kachindu, and Mungolo Schools, and the extension of a school at Ntambo Ancillary p rojects connected with school establishment a re the drilling of Bore Holes for water, erection of Solar Panels for electricity, permaculture rt aining and the rp ovision of teaching materials. Regular schedules of receipts and expenditure, and supporting documentation ra e received rf om ZWGF.
4. A major additional expense has been occasioned by the severe drought experienced by Monze district during the summer of 2019/2020 (in common with most of Southern and Western Zambia). This lead to food shortages and hunger among the school attenders d– etrimental to school performance and attendance as well as to health. To counteract this a signifcant portion of the funds transferred to ZWGF (£6,219) have been restricted to the p rovision of food for the schools and seed for their communities to rp ovide a harvest in the following season – this was in dda ition to the £37,917 allocated for the same purpose in 2019. As well as rp oject managing the construction of schools ZWGF have been organising and supervising the distribution of this food and seed. Fortunately adequate rains rra ived in Monze at the beginning of 2020 and an da equate harvest was obtained. It is therefore hoped that this has been a temporary, though very necessary, use of rF iends of Monze funds. rF iends of Monze also made representations to the Department of International Development of the UK Government for d ri ect help with the efects of the drought. This was met with a sympathetic response and the UK government in turn made representations to the Zambian government, and allocated funds d ri ectly for relief of the famine.
A H Nelson, T reasurer April 2020