## **Trustees’ Annual Report for the period**
**From 1.1.2021 Period start date To 31.12.2021 Period end date**
## **Charity name: Friends of Monze**
## **Charity registration number: 1154762**
## **Objectives and Activities**
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SORP reference
Summary of the purposes Para 1.17 To prevent or relieve poverty in Monze
of the charity as set out in Zambia by providing or assisting in
in its governing the provision of education, training,
document healthcare projects and all the
necessary support designed to enable
individuals and community groups to
generate a sustainable income and be
self-sufficient;
To develop the capacity and skills of
the people of Monze in Zambia in such
a way that they are better able to
identify, and help meet, their needs
and fulfil their potential.
Summary of the main Para 1.17 and Activities for the purpose of
1.19
activities in relation to education:-
those purposes for the Friends of Monze (FoM) works with our
public benefit, in
Monze based partners Zambia Women
particular, the activities,
and Girls Foundation (ZaWGF) who
projects or services
identified in the assess the school's needs and together
accounts. we plan projects. Before we begin
work on the schools the local
community have to prepare "up front
materials" of hand moulded and fired
bricks, crushed stones and enlist local
people to carry water and provide
unskilled labour.
Sikabenga School:-
We repaired 2 classrooms where
the roof blew off in 2018 and the
community was unable to raise
funds for repair.
We provided text books,
bookcases and more desks
Mungolo School:-
this school is in a remote area, in
2020 we built a school with 3
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classrooms and one teacher's
house. Although we transferred
funds for a second teacher's
house in 2020, the road was
impassable during the rainy
season so the second house was
not actually built until April
2021.
Luumba-Moonya School:-
Although t he local community
started building 2 classrooms,
they could not raise enough
money to complete the building.
FoM agreed what we would put
the roof on and finish 2
classrooms.
We then built 3 more classrooms
which the community had
started.
This is a rural school and had no
teacher's house, making it
difficult for Government
appointed teachers to travel to
school each day. The community
had started building a teachers
house in this rural area but again
could not afford to complete it.
FoM ensured the house was
finished and a teacher
immediately moved to live on
site.
We provided books, bookcases
and desks.
Nalutanda School:-
This is a school for 1,257
children in a rural area. The
community had started building
classrooms however the
foundations were not strong and
had to be abandoned. We
started again and built 3
classrooms.
We donated textbooks.
Ntambo School:-
We donated text books and
bookcases and desks.
"Happy Reader" reading scheme:-
We purchased this culturally
appropriate graded reading scheme to
improve the standard of literacy.
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Books for use in 4 schools were
purchased in 2020. Teacher training
was delayed by covid-19 restrictions
until May 2021. FoM partners in Monze
and the Monze Department of
Education are monitoring reading
attainment in the 4 schools. They
report:- "Happy Readers reading
Programme has a positive impact in
the school as it is helping children
learn to read English."
We raised funds in 2021 which enabled
us to provide sets of books for 5 more
schools which started using these
books in 2022.
Connecting Classrooms: - this is a
project which connects 3 schools in
Wales with 3 schools in Monze, so the
schools learn about each other's
countries. Due to covid travel
restrictions teacher's could not carry
out exchange visits, contact was by
zoom. A donation
from Connecting Classroom was used
for education and environment projects
at the 3 participating school in Monze.
Activities for the purpose of
Healthcare:
In Zambia there is one rainy season a
year, November to March. Water is
essential for good health for drinking,
hygiene and gardens. The first activity
when we work at a school is always to
establish and maintain a water supply.
Boreholes:- At Ntambo, Namateba
and 2 more schools we drilled
boreholes fitted with hand pumps.
At Nalutanda school we drilled a
borehole fitted with an electric pump
Bore holes and hand pumps were
repaired at Sikabenga school and 9
more schools,
Sports equipment and traditional
drums for dancing were donated to
Ntambo, Sikabenga, Luumba-Moonya
and Nalutanda Schools.
Toilets:- we transferred money in
October 2020 to build 4 toilets at
remote Mungolo school, however due
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to rains making the road impassible, the pit latrine toilets could not be built until April 2021. **Soap to prevent spread of covid:-** we provided soap for use in schools **Water Sanitation and Hygiene (WASH) training:-** our partners spent 3 days at Kachindu School and Malimba School teaching WASH and constructing hand washing stations. **Menstrual Hygiene Management (MHM) training:-** MHM training for 1 day given by our partners, and reusable pads provided at Kachindu, Malimba and Mungolo Schools. **Activities for the purpose of training and Income generation;** We taught tree planting and care at **Monze Correctional Facility Prison** . The inmates were trained so they can propagate and grow trees to generate income when they are released. We also provided a solar powered water pump for watering the trees. **Building apprentices:-** 10 young people had theory and practical training in building skills at LuumbaMoonya School We started training more building apprentices in construction theory, they will do practical training in 2022 at Namateba school.
**Activities undertaken to provide nutrition to beneft health and education of children and generate income:-**
|**Activities undertaken to provide**
**nutrition to beneft health and**
**education of children and generate**
**income:-**|**Activities undertaken to provide**
**nutrition to beneft health and**
**education of children and generate**
**income:-**|
|---|---|
|**School gardens:-**we teach children,||
|teachers and the local community||
|gardening skills, enabling them to grow||
|a variety of food for the children to eat||
|and generate income for the school.||
||Kachindu school:- 5 d
ays garden|
||training|
||Mungolo school:- 5 days garden|
||training and tools provided|
||Ntambo school:- 5 days garden|
||training, tools provided, given|
||trees, fence erected to keep|
||animal from eating crops.|
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Tree planting:- 3,005 trees planted at
14 schools and communities. Tree
planting, care, and propagation taught
at 8 schools.
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.
Human Rights training provided
for teachers and children at
Ntambo school. Funds were
transferred in 2021 and this
project will continue to train
traditional leaders and villagers
in 2022.
We provided 3 days Human
Rights training at Mungolo
school. This was the first time
men, women, boys and girls had
the opportunity to attend Human
Rights training and some of the
concepts seemed novel. Our
partners advised we provide
further training.
Statement confirming Para 1.18 All trustees have understood the
whether the trustees guidance.
have had regard to the
guidance issued by the
Charity Commission on
public benefit
Additional information (optional)
You may choose to include further statements where relevant about:
SORP reference
Para 1.38
Policy on grant making
Para 1.38
Policy on social
investment including
program related
investment
Para 1.38
Contribution made by
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volunteers Other
## **Achievements and Performance**
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SORP reference
Achievements in improving education
Children were previously in
overcrowded classrooms, sitting
Summary of the main Para 1.20 on the floor taught by
achievements of the unqualified teachers with only a
charity, identifying the few out of date books.
difference the charity’s In 2021 we improved the
work has made to the educational infrastructure in
circumstances of its Monze District by building or
beneficiaries and any completing 4 schools to high
wider benefits to society Government standards. We
as a whole. equipped 4 schools with a large
number of Zambian curriculum
text books. We provided desks
for 3 schools.
The Zambia Department of
Education cannot deploy
qualified teachers in rural
schools unless there is adequate
accommodation. In 2021 we
provided 2 teacher houses to
ensure school children can be
taught by qualified Government
teachers.
Achievements to improve health
The rate of neglected tropical
diseases (NTD's) including
intestinal worms is high in the
Monze District of Zambia. These
diseases cause chronic ill health.
When there is no water supply at
school, children have to carry
drinking water to school or leave
lessons to walk some distance
from school to the nearest bore
hole. There is no hand washing
facility.
We drilled bore holes at 4
schools proving hand pumps and
an electric powered pump at one
school, we also repaired 9
pumps providing water to other
school. Schools and local
families now have a plentiful
clean fresh supply of water for
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drinking, hygiene and gardening
purposes.
We provided WASH hygiene
training, soap and toilets to
reduce the spread of NTD's and
Covid. By providing soap for
hand-washing at schools,
communities benefit from
improved health by reducing the
spread of Covid-19 and other
diseases
Girls without menstrual hygiene
knowledge and materials miss
lessons during menstruation so
fall behind and drop out of
education. We provided training
and materials for girls at 3
remote rural schools so girl are
not left behind due to
menstruation.
Achievement to improve income
generation
A number of the men and women
apprentice builders we trained at
Luumba-Moonya school have gone on
to gain employment.
Achievements to improve income
generation carried on from previous
years:-
The people we trained in 2019
as permaculture trainers are
now teaching other subsistence
farmers.
Women at 3 Churches continued
to make menstrual hygiene pads
for school girls using sewing
machines we previously
donated.
We provided soap making
equipment to Mwiinga-Malimvwa
and Mungolo communities to
enable them to generate
income.
Achievements to improve health,
education, nutrition and generate
income
We have now established 10
school permaculture gardens
and 1 community support
garden. Children spend part of
the school day in the classroom
and part in the garden learning
skills which will enable them to
grow food and generate an
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income in the future. They learned to harvest seeds for sharing, grow a variety of drought resistant indigenous crops, prepare compost and bokashi soil enhancer, use companion planting and natural pesticide, to prevent soil erosion, and water harvesting, so they can produce food and combat climate change The school gardens are run by a committee of local farmers who also benefit from attend training at the schools and learning new skills. Garden produce is used to feed the children and also to raise funds to buy school equipment. Tree planning is an ongoing project, at schools, homesteads and Monze Correctional Facility Prison. We donate trees which provide fruit, nuts, medicine and nitrogen fixing. We teach how to care for and propagate trees, also the importance of trees in protecting the environment and mitigate the impact of climate change. . Achievements to develop capacity and skills Teachers and children who attended human rights training at Ntambo school have formed a "Para-legal Kids Club" for children to teach their peers about their human rights and help victims of abuse. This is part of a wider community project. Our partners reported that the 3 days Human Rights training at Mungolo was very welcome however it was felt that more training would be necessary.
## **Additional information (optional)**
You may choose to include further statements where relevant about:
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Achievements against Para 1.41
objectives set
Fundraising activities were
curtailed due to restrictions to
Performance of prevent the spread of corona
fundraising activities Para 1.41 virus.
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against objectives set
Investment performance Para 1.41
against objectives
Other
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## **Financial Review**
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Review of the charity’s Para 1.21 Funds available to complete current
financial position at the projects
end of the period
Statement explaining the Para 1.22
policy for holding Friends of Monze modus operandum
reserves stating why they is to collect donations from the UK
are held and elsewhere and channel these to
our partner charity in Zambia,
Zambia Women and Girls
Foundation (ZaWGF), who project
manage the projects we support in
Zambia. These include the building
and/or repair of school buildings,
supply of teaching materials, and
the funding of ancillary activities,
such as training, permaculture
gardening, and tree planting.
We estimate the costs of the
projects that we undertake, and
ensure that there is funding in place
for them via the donations, before
we agree with ZaWGF that they can
proceed. We have next to no
expenses or recurrent costs in the
UK, and we do not take out loans.
Our only recurrent expenditure is
some financial support for the
running costs of ZaWGF, including
appreciation for ZaWGF Project
Manager and Treasurer, which
ensures the ongoing co-operation
between FoM and ZaWGF .
The Board judges that a reasonable
level of reserves is to ensure that
there is always at least three
months funds in our account to
continue this support for ZaWGF.
Grants and donations received for
named projects are held as
restricted funds, and used only for
these projects. These restricted
funds are excluded from the
unrestricted reserves above.
Amount of reserves held Para 1.22 £600
Reasons for holding zero Para 1.22 N/A
reserves
Details of fund materially Para 1.24 None
in deficit
Explanation of any Para 1.23 None
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uncertainties about the charity continuing as a going concern
## **Additional information (optional)**
You may choose to include further statements where relevant about:
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Private philanthropy.
Trusts and Foundations
The charity’s principal On-line fundraising
sources of funds Para 1.47
(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 trustees and
A description of the Para 1.46 deemed unavoidable. The risk is
principal risks facing the managed by:-
charity Sharing online records,
spreadsheets
annual visits by trustees are
preferred to monitor and plan
projects however this was not
possible in 2021 so 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.
Other
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## **Structure, Governance and Management**
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Description of charity’s
trusts:
Type of governing Para 1.25 Charitable Incorporated Organisation
document whose only voting members are its'
(trust deed, royal charter) charity trustees
How is the charity Para 1.25 Charitable Incorporated Organisation
constituted?
(e.g unincorporated
association, CIO)
Trustee selection Para 1.25 New trustees are selected from
methods including details interested supporters and appointed by
of any constitutional existing trustees
provisions e.g. election to
post or name of any
person or body entitled
to appoint one or more
trustees
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## **Additional information (optional)**
You may choose to include further statements where relevant about:
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Friends of Monze has policies for new
trustees which include eligibility,
Policies and procedures appointment, conflict of interest, and
adopted for the induction Para 1.51 induction to the role.
and training of trustees
FoM officers are chair, vice-chair,
secretary and treasurer. Trustees meet
The charity’s in person or by zoom every 2 months.
organisational structure Para 1.51 We also communicate and can make
and any wider network decisions by email. The trustees make
with which the charity decisions on raising and spending
works funds by agreement made by the
majority of trustees.
FoM works with a partner organisation
Zambia Women and Girls Foundation
Relationship with any Para 1.51
(ZaWGF) which is an NGO registered in
related parties
Zambia.
Projects and activities are planned,
carried out, monitored and reported on
in collaboration with ZaWGF. We have
worked with the same partners since
FoM started in 2012.
Other
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## **Reference and Administrative details**
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Charity name Friends of Monze
Other name the charity
uses
Registered charity 1154762
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number
Charity’s principal Quaker Meeting house
address 87 Park Street
Bridgend
CF31 4AZ
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Names of the charity trustees who manage the charity
Name of person (or body)
Dates acted if not for
Trustee name Office (if any) entitled to appoint trustee
whole year
(if any)
Peter Anfield
1
Davies
2 Lynne Rees
3 Gill Nelson Secretary
4 Paul Green Vice Chair
5 Kevin Murnan
6 Alistair Nelson Treasurer
7 Belinda Green
Virginia Jane Chair
8
Deana Owen
9
10
11
12
13
14
15
16
17
18
19
20
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Corporate trustees – names of the directors at the date the report was approved **Director name**
Name of trustees holding title to property belonging to the charity
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Trustee name Dates acted if not for whole
year
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Funds held as custodian trustees on behalf of others
Description of the assets N/A
held in this capacity
Name and objects of the
charity on whose behalf
the assets are held and
how this falls within the
custodian charity’s
objects
Details of arrangements
for safe custody and
segregation of such
assets from the charity’s
own assets
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## **Additional information (optional)**
## **Names and addresses of advisers (Optional information)**
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Type of Name Address
adviser
Name of chief executive or names of senior staff members (Optional
information)
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## **Exemptions from disclosure**
Reason for non-disclosure of key personnel details
## **Other optional information**
## **Declarations**
**The trustees declare that they have approved the trustees’ report above. Signed on behalf of the charity’s trustees Signature(s) Full name(s)** Virginia Jane Deana Owen **Position (eg** Chair **Secretary, Chair, etc) Date** 10[th] June 2022
FRIENDSOF MONIE
ACCOUNTS FOR T4E YEAR I.-NDED 315t DECEMBER 202.1
INCOME & EXPENDITURE ACCOUNT
2021
2020
General Fund Designated Fun Restrlcted Funds
Income
note 2
Donatlons
Grants
Interest
Glft Ald
Sales
rotal In¢i)me
5,635
7,000 .
95,000
7,800
2,140
108,435
9,140
90,038
5,000
13,608 -
334
26,577
13,608
334
131,517
6,308
526
101,872
95,000
9,940
Expendlture
iiotes 3,4
Grants Tc, Monze Small Prolpcts
school constructlo
Food and Seed ald
Bore Holtbs
Water and Hygene
Human R ghts Traliilng
rree Planlln8
oardens/Permaculiure
leaching Materlals
)ther Exiienses
ank Charges
rotal Expendlture
450
76,576
6,219
90,306
1,500
91,806
10,954
1,015
436
19,001
323
4,086 -
3,887
250-
39,952
10,954
1,215
2,576
19,001
323
9,086
3.887
250
139,098
200
2,140
2,747
11,374
2,487
275
100,128
5,000
90,306
Excess Of Income l.'or The Y(Dar
113,3751
4.694
I,ioo
17,58J.I
1,744
F eserves E?rou8ht Fi)rward From 2020
I ransfers l)etween -und$
8,794
1,6 )0
10,394
8,649
F.eserves Ileln8 Exc)ss Of Income Over Expendlture
4,581
4.694
2,7J)
2,813
10,393
rh15 Is Rejresenteil 8v:
et Assets
E ank Accounts.,
E arclays CJrrent Ac"ount
E arclays Silver Account
2,804
10,384
2,813
10,393
Less Accruals
lotal A$Mt$
2,813
10,393
certlfy tliat the at,ove account5 shovi a true a )d falr VIE w of the flnanclal posltlon of the Frlends ol Monie, 'or the year end Jd 31st December 2021.
rrea5urei
Iludltor
14.H.No.Isc n
P Thomp,,.
date
1
## **FRIENDS OF MONZE**
## **YEAR ENDED 31st DECEMBER 2021**
## **NOTES TO THE ACCOUNTS**
2. The aims of Friends of Monze are to raise funds to work through strong partnerships with local groups in Monze, Zambia, to develop projects which focus on agriculture and education, particularly with our major partners Zambia Women and Girls Foundation (ZaWGF). This is the ninth year of operation of the charity, during which funds of £131,517 (2020 £101,872) have been raised, and £139,096 (2020 £100,128) spent, most of which has been distributed to various projects in Monze, giving a deficit of income over expenditure for the year of £7,580 (2020 surplus of £1,744). This is a wonderful effort 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. £133,846 (2020 £99.687) has been transferred to the account in Monze of ZaWGF during the year. Expenditure includes major projects such as the completion of the building of Mungolo Schools, the building of schools at Sikabenga, LumbaMoonga, the start of school building at Nalutanda and Namateba, and the extension of a school at Ntambo. Ancillary projects connected with school establishment are the drilling of Bore Holes for water, erection of Solar Panels for electricity, permaculture training and the provision of teaching materials. Regular schedules of receipts and expenditure, and supporting documentation are received from ZaWGF. Also £5000 was transferred to the Account of C O Beirne for the purchase of Reading books for several schools – the books are sourced from Zimbabwe.
4. £19,001 was donated to plant trees. 14 schools and the Monze Correctional Facility prison have been given more than 3,000 useful trees. The schools and communities have learned the importance of trees to the environment, their care and propagation. This project includes providing water, we drilled 4 boreholes and repaired 9 more giving schools and communities access to clean water. £2,576 was transferred for human rights training. 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. Our partners ZaWGF have special interest and expertise in human rights training. The training at Ntambo and Mungolo is ongoing.
A H Nelson, Treasurer January 2021