2022-12-31-accounts - Friends Of Monze

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Trustees’ Annual Report for the period

From 1.1.2022 Period start date To 31.12.2022 Period end date

Charity name: Friends of Monze

Charity registration number: 1154762

Objectives and Activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	To prevent or relieve poverty in Monze in Zambia by providing or assisting in the provision of education, training, 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 activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts.	Para 1.17 and 1.19	Activities for the purpose of education :- Friends of Monze (FoM) works with our Monze based partners Zambia Women and Girls Foundation (ZaWGF). Schools and the Monze Department of Education request assistance. ZaWGF and FoM assess needs and plan activities. Namateba School:- This is a remote and isolated rural school. We built a new 3 classroom block and provided desks, curriculum books and 2 book cases. Hamangaba School:- A rural school so short of classrooms that children were being taught in 3 shifts. We roofed and refurbished 2 classrooms which were built in 1939. Chona School:- A rural school asked for us to help build more classrooms. We started building 3 new classrooms, this was completed in 2023. Kaumba School:- A rural school we have been helping since 2018. We provided 50 desks so the children were not trying to read and write while sitting on the floor. Mwiinga-Malimvwa School:- A small remote rural school we built 3 classrooms and a teacher's house in 2017. At the request of the school we built a house so a second Government teacher could be deployed to teach children.

Nalutanda School:- A large school in a rural area. We provided desks and bookcases for the classrooms we built in 2021. IT equipment:- We provided monitoring and advice on using solar powered laptops to Kampunu, Mwiinga-Malimvwa and Malimba schools. We provided RaspberryPi loaded with teaching material to Sikabenga and Nalutanda schools. "Happy Reader" reading scheme:We are providing this culturally appropriate graded reading scheme to improve the standard of literacy. We previously provided the reading scheme for 4 schools. In 2022 we provided Happy Readers teacher training and books for 5 more schools. We are working with ZaWGF and the Department of Education to monitor children's progress. Activities for the purpose of Healthcare: Improving water supply:- We installed solar powered water pumps at Mungolo, Sikabenga and Ntambo schools. The solar pump at Sikabenga school was funded by a grant from The Peter Stebbings Memorial Charity. The pumps raise water from boreholes to tanks providing pressure for taps. The water is used for drinking, hygiene and gardening.

Water sanitation and hygiene (WASH) training:- at Mungolo and Nalutanda schools we carried out 3 days WASH training including constructing hand-washing stands. Sanitation:- We built 4 pit latrine toilets at Kachindu, Lumba Moonya, Ntambo and Namateba schools.

Menstrual Hygiene Management (MHM) and cervical cancer awareness training:- we provided 1 day training to 5 schools and community representatives. We gave washable re-usable pads to Ntambo, Sikabenga, Lumba-Moonya, Namateba, Lushomo and Nalutanda Schools. We provided some material needed to sew pads in Monze.

Exercise:-Sports equipment donated to Lumba-Moonya, Nalutanda, Sikabenga, Ntambo, Namateba schools. Traditional drums were donated to Kachindu, Mungolo, Lumba-Moonya, Namateba, Sikabenga, Nalutanda, Namateba schools. Activities for the purpose of training and Income generation;

Building apprentices:- At Namateba school training 10 building apprentices started in 2021 and the practical training was completed in 2022. At Chona school we trained 9 building apprentices when we built 3 classrooms.

Monze Correctional Facility Prison. We provided a water tank and paid for a tank

		stand to be made by inmates to provide water for their garden. The inmates learn to grow food as a means of income generation when they are released. School gardens:- We provide permaculture gardening training for children, teachers and farmers. This enables schools to grow a variety of food to improve children's nutrition and to generate income to buy educational equipment. At Nalutanda and Lumba- Moonya schools we provided 5 d ays garden training. At Sikabenga school we provided gardening tools, trees and erected a fence to protect crops from wandering animals. Tree planting:- We provided monitoring visits and advice on care and protection of trees to schools where we planted trees. Activities for the purpose of developing capacity and skills We provided 5 days Human Rights training at Ntambo school for Traditional Leaders who administer customary law. They learned about marriage and divorce law, gender based violence, widows land rights, children's rights to education, not to be forced to work, to report abuse and not to be married early. We also trained Ntambo villagers in human rights. Members of ZaWGF and 1 member of FoM took part in 2 days capacity training in Monze.
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	All trustees have understood the guidance.
Additional information (optional) You may choose to include further statements where relevant about:
	SORP reference
Policy on grant making	Para 1.38	-
Policy on social investment including program related investment	Para 1.38	-
Contribution made by volunteers	Para 1.38	-
Other		-

Achievements and Performance

SORP reference Achievements in improving education School infrastructure and equipment In 2022 we improved the educational Summary of the main infrastructure in Monze District by building or Para 1.20 achievements of the charity, completing 3 schools. At Hamangaba as identifying the difference the many as 92 children were being taught in a charity’s work has made to classroom, lessons were in 3 shifts so the circumstances of its children only had lessons for a third of the beneficiaries and any wider day. By adding 2 classrooms we relieved the benefits to society as a congestion allowing more learning time so whole. teachers could improve education. At Namateba school to improve education we donated a large number of curriculum books needed because the school books were old, out of date and damaged by termites. Children sitting and writing on the floor are uncomfortable and it is difficult to concentrate so we provided desks for 3 schools to improve education. We built a teacher's house so the Government could deploy a qualified teacher and so improve education at 1 rural school. We started building at Lushomo school in 2015. Exam results at grade 7, 14 years old, show a 99% pass rate in 2022, demonstrating that in comfortable classrooms equipped with desks and books children can achieve. " " - Happy Reader reading scheme:

We paid for ZaWGF and the Monze Department of Education to visit the 9 schools using Happy Readers books to monitor and advise teachers. They reported the children’s reading ability in grade 3 and 4 is very good and encouraging, the reading scheme is helping children learn to read in English. This is beneficial as children in Zambia are taught in English from grade 5 onwards. IT equipment:- At 3 schools where we previously provided IT equipment, we conducted follow up visits and advice on using the equipment to improve education. We provided IT equipment and training to help teachers at 2 more schools.

Achievements in improving health

In Monze District lack of clean water for drinking and hygiene causes neglected tropical diseases (NTD's) including intestinal worms and cholera. This leads to chronic ill health.

Improving water supply:- We improved the supply of water at 3 schools by installing solar powered pumps delivering clean water to taps at the schools, school gardens and for nearby families.

Water sanitation and hygiene (WASH) training:- We provided WASH hygiene training at 2 schools. This training teaches children to make hand washing "tippy taps" to use at school and at home. They learn to make racks to keep dishes hygienic, so the children are "agents of change" promoting healthy habits to improve health. The habits are reinforced by school WASH clubs. In 2020 we installed a solar pump and provided WASH training at Kachindu school in an area which suffers from cholera. The school reports " there is a change in children's health as a result of having clean and safe drinking water, since the pump was installed the pupils have never experienced an outbreak of water borne disease".

Pit latrine toilets at 4 schools were designed and constructed to keep faecal waste from contaminating water supplies, thus improving health.

Menstrual Hygiene Management (MHM) and cervical cancer awareness training:- Myths restricting menstruating girls, without shops or money to buy materials to manage menstruation they miss school days every month, fall behind and drop out. We provided menstrual hygiene management training for children and adults and washable reusable pads for girls at 6 schools. We included cervical cancer awareness to improve health for women. We have established 2 Church women's groups to sew menstrual pads and clothes. These women's groups are teaching other women about menstrual hygiene management and cervical cancer awareness. We have made it acceptable for women to come forwards to be tested and treated for cervical cancer.

Exercise:- Having proper sports and dance equipment enables schools become proficient and take their place alongside other schools at sports and dance competitions.

Achievement in improving skills and income generation

Building apprentices:- T he men apprentice builders we trained at 2 schools are working and improving their skills as builders.

Monze Correctional Facility Prison . We have reports of a discharged inmate setting up his own tree nursery to generate income. School gardens:- Most of the 13 school

gardens are thriving, growing crops, producing food and training pupils in agricultural skills. Schools are part of a WhatsApp group providing advice and promoting seed sharing. Food grown at the schools is used to feed pupils, or sold to generate an income to buy educational equipment and support volunteer teachers.. Tree planting:- Many of the trees we donated to schools are growing well and bearing fruit. Achievements in developing capacity and skills The human rights training is empowering Traditional Leaders to provide justice for local people at Ntambo area, especially women, widows, and girls.

Additional information (optional)

You may choose to include further statements where relevant about:

Achievements against objectives set	Para 1.41	-
Performance of fundraising activities against objectives set	Para 1.41	A few fundraising events re-started following lifting of covid restrictions.
Investment performance against objectives	Para 1.41	-
Other		-

Financial Review

Financial Review
Review of the charity’s financial position at the end of the period	Para 1.21	There were funds or promises of funds to complete current projects
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	Friends of Monze modus operandum is to collect donations from the UK 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 reserves	Para 1.22	N/A
Details of fund materially in deficit	Para 1.24	None
Explanation of any uncertainties about the charity continuing as a going concern	Para 1.23	None

Additional information (optional)

You may choose to include further statements where relevant about:

The charity’s principal sources of funds (including any fundraising)	Para 1.47	Private philanthropy. Grants from Trusts and Foundations On-line fundraising Sale of craft goods
Investment policy and objectives including any social investment policy adopted	Para 1.46	N/A
A description of the principal risks facing the charity	Para 1.46	1. Misuse of FoM funds by ZaWGF, this risk has been reviewed by trustees and deemed unavoidable. The risk is managed by:-  Sharing online records, spreadsheets  annual visits by trustees to monitor and plan projects  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		-

Structure, Governance and Management

Description of charity’s trusts:
Type of governing document (trust deed, royal charter)	Para 1.25	Charitable Incorporated Organisation whose only voting members are its'charity trustees
How is the charity constituted? (e.g unincorporated association, CIO)	Para 1.25	Charitable Incorporated Organisation
Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees	Para 1.25	New trustees are selected from interested supporters and appointed by existing trustees

Additional information (optional)

You may choose to include further statements where relevant about:

Policies and procedures adopted for the induction and training of trustees	Para 1.51	Friends of Monze has policies for new trustees which include eligibility, appointment, conflict of interest, and induction to the role.
The charity’s organisational structure and any wider network with which the charity works	Para 1.51	FoM officers are chair, vice-chair, secretary and treasurer. Trustees meet in person or by zoom every 2 months. We also communicate and can make decisions by email. The trustees make decisions on raising and spending funds by agreement made by the majority of trustees.
Relationship with any related parties	Para 1.51	FoM works with a partner organisation Zambia Women and Girls Foundation (ZaWGF) which is an NGO registered in 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		-

Reference and Administrative details

Charity name	Friends of Monze
Other name the charity uses	-
Registered charity number	1154762
Charity’s principal address	Quaker Meeting house 87 Park Street Bridgend CF31 4AZ

Names of the charity trustees who manage the charity

Trustee name	Office (if any)	Dates acted if not for whole year
Peter Anfeld Davies		1.1.2022 to 17.11.2022
Lynne Rees		1.1.2022 to 24.11.2022
Gill Nelson	Secretary
Paul Green	Vice Chair
Kevin Murnan
Alistair Nelson	Treasurer
Belinda Green
Virginia Jane Deana Owen	Chair

– 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

Trustee name Dates acted if not for whole year

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

Additional information (optional)

Names and addresses of advisers (Optional information)

Type of	Name	Address
adviser

Name of chief executive or names of senior staff members (Optional information)

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 Secretary, Chair Chair, etc) Date

FRIENDS OF MONZE ACCOUNTS FOR THE YEAR ENDED 31st DECEMBER 2022

NOTES TO THE ACCOUNTS

1. MOVEMENT OF FUNDS

UNRESTRICTED

DESIGNATED

INCOME DONATIONS GRANTS SALES GIFT AID INTEREST TOTAL INCOME total unrestricted spend EXPENDITURE TANSFERS TO ZW&GF C O BEIRNE (BOOKS) ZW&GF EXPENSES OTHER EXPENSES BANK CHARGES	£ 6,658 0 1,319 6,886 0 14,863 14,863 4,262 3,641 1,389 338	MM SHOOL SIKABENGA SCHOOL CHONA SCHOOL LUMBAMOON GA SCHOOL
		£ £ £ 3,040 30,800 10,000 1,900
		3,040 30,800 10,000 1,900
		2,895 33,300 9,678 2,299

TOTAL EXPENDITURE EXCESS OF INCOME OVER EXPENDITURE FOR THE YEAR total unrestricted spend RESERVES BROIUGHT FORWARD FROM 2020 TRANSFERS BETWEEN FUNDS RESERVES BEING EXCESS OF INCOME OVER EXPENDITURE	9,630 5,233 9,630 2,813 8,046	2,895 33,300 9,678 2,299
		145 (2,500) 322 (399)

		145 (2,500) 322 (399)

RESTRICTED

Peter Stebbings Memorial charity for NALUTANDA NTAMBO NAMETEBA KACHINDU HAMABANGA TEACHING TREE SIKABENGA SCHOOL SCHOOL SCHOOL SCHOOL SCHOOL MATERIAL PLANTING SCHOOL £ £ £ £ 1,900 3,000 37,454 2,000 5,000 8,691 100 0 4,750 1,900 3,000 37,454 2,000 5,000 8,691 100 4,750 total designated income 103,885 186 2,084 34,791 2,203 5,972 10,197 100 4,750 180

186 2,084 34,791 2,203 5,972 10,377 100 1,714 916 2,663 (203) (972) (1,686) 0 total designated spend 103,885 1,714 916 2,663 (203) (972) (1,686) 0	4,750
	0

	0

TOTALS

Permaculture BOOKS £ £ £ £ £ £ 0 350 0 0 3,000 1,000 1,000 0 2,620 3,000 1,000 1,000 350 0 2,620 total restricted income 12,720 3,000 1,000 1,000 350 1,100 2,620 NTAMBO SCHOOL MONZE PRISON HUMAN RIGHTS TRAINING CONNECTING SCHOOLS
	110,893
	12,370
	1,319
	6,886
	0
	0
	131,468

	119,167
	2,800
	3,641
	1,389
	338
	0

3,000 1,000 1,000 350 1,100 2,620 0 0 0 (1,100) 0 total restricted spend 13,820 0 0 0 (1,100) 0	127,335
	4,133
	6,946

9945 14420

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