## **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**
|1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of person (or body) entitled**
**to appoint trustee (if any)**|
|---|---|---|---|---|
||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**|
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