20
Trustees’ Annual Report for the period
From 1.1.2023 Period start date To 31.12.2023 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. Chona School: -A rural school, a new 3 classroom block started in 2022 and was completed in 2023. Kasaka School: -This is a large rural school teaching children from Early Years to Grade 12. FoM built a new 3 classroom block and provided curriculum books and 2 bookcases so books can be stored and kept in good condition. Chicheleko School: -In a new housing area near Monze town. The school had 3 classrooms in a poor condition. FoM built a new 3 classroom block. FoM donated desks and curriculum books to Chicheleko School. Lushomo School: -A urban school we have been helping since 2014. We provided 50 desks, so the children were not trying to read and write while sitting on the floor. Namateba School: -A remote rural school we built 3 classrooms in 2022. At the request of the school, we completed 2 staff houses |
| which the community started but did not |
|---|
| have enough money to complete. |
| Nalutanda School: - A large rural school at |
| request of school we built 3 classrooms in |
| 2021. We completed a staff house the |
| community had started by could not |
| complete. |
| "Happy Reader" reading scheme: - |
| FoM are providing this culturally appropriate |
| graded reading scheme to improve the |
| standard of literacy. We previously provided |
| the reading scheme for 9 schools. FoM |
| provided Happy Readers books for |
| Namateba and Chicheleko Schools. We |
| continued working with ZaWGF and the |
| Department of Education to monitor |
| children's progress. |
| Story books:- FoM provided children’s |
| story books for 3 schools to have a library of |
| books. |
| IT equipment:- FoM provided Raspberry Pi |
| computers loaded with information to |
| Sikabenga School and Nalutanda School. |
| Activities for the purpose of healthcare |
| Improving water supply: -FoM drilled a |
| borehole with a hand pump at Chilwa |
| School. The water is used by the school and |
| nearby community for drinking, hygiene and |
| gardening. We provided an electric pump, |
| water tank, pipes and taps for Nalutanda |
| School. |
| Water sanitation and hygiene (WASH) |
| training: -at Sikabenga School we carried |
| out 3 days WASH training and set up a |
| school WASH club. |
| Menstrual Hygiene Management (MHM) |
| and cervical cancer awareness training: - |
| we provided 1 day training at Hamangaba, |
| Chona and Kasaka schools and community |
| representatives. We gave washable re- |
| usable pads to Schools. We provided some |
| of the material needed to sew pads in |
| Monze. We trained 30 women for 2 days at |
| the Twelve Apostles Church in Monze in |
| Menstrual Hygiene Management and |
| cervical cancer awareness. They learned |
| how to sew washable reusable pads. |
| To promote healthy exercise: -Footballs, |
| netballs and small balls were donated to 17 |
| schools. |
| To improve eye health: -FoM and ZaWGF |
| are working with the Orthoptic Department |
| at Monze Mission Hospital to carry out eye |
| tests at schools for children and adults from |
| the local villages. We conducted eye tests at |
| Malimba, Ntambo, Chicheleko and Lumba- |
| Moonya Schools. We paid for children to be |
| fitted with glasses. |
| Activities for the purpose of training and Income generation. Building apprentices: -At Singonya school training 10 building apprentices started theory training in 2023. At Chona School 10 building apprentices completed their practical training in bricklaying and plastering while FoM built 3 classrooms. 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. Nalutanda School. Teachers requested help establish the school garden. FoM provided a water tank and taps to take water from a borehole FoM fitted with an electric pump in 2019, to the garden. FoM provided 5 days permaculture gardening training for teachers, pupils and community farmers, thereby benefitting Nalutanda School and the wider community. We erected a fence as many cattle wander the school grounds and provided tools and trees. Nalutanda School will benefit from the garden producing food for children and to generate income. Lumba-Moonya school.We provided gardening tools, trees and erected a fence to protect crops from wandering animals. The garden will help feed children and generate income. Tree planting: -We provided training for schools in tree growing and planting trees monitoring visits and advice on care and protection of trees to schools where we planted trees. Reduced firewood stove building:- Rocket stove building training 1 day Kasaka, tools provided. Chona apprentices trained to make rocket stoves. Rocket stoves built at 4 rural health centres for mothers waiting to deliver their babies. Activities for the purpose of developing capacity and skills. We trained St Patick’s villagers in human rights. 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 |
|||
|---|---|---|---|
| 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 - Para 1.38 Policy on grant making - Para 1.38 Policy on social investment including program related investment - Para 1.38 Contribution made by volunteers - Other
Achievements and Performance
| SORP reference | ||
|---|---|---|
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | Achievements in improving education. School infrastructure and equipment In 2023 FoM’s main achievement was to improve the educational infrastructure in Monze District of Zambia by building a new block of 3 classrooms at three schools. Chona was started in 2022 and completed in 2023. Kasaka and Chicheleko both built 2023. Kasaka Schoolin a rural area teaches 957 pupils from Early Years to Grade 9, and adult learner’s classes. Children learn in 2 shifts. The new classrooms make a difference by reducing class size. Children benefit by reducing the teacher/pupil ratio, pupils have more teacher contact time so improving education. FoM donated many up-to-date teachers’ handbooks and pupils’ textbooks and 2 bookcases. Pupils benefit as it is easier to learn when there are fewer pupils sharing books. Chicheleko Schoolis in a new housing area near Monze town, it teaches 410 pupils Early Years to Grade 7. Previously the youngest children were taught sitting on the ground under a tree, 3 new classrooms make a difference to theses children who now benefit from lessons in safe dry classroomswithposters onthewalls. |
| Children sitting on the floor are |
|---|
| uncomfortable and it is difficult to learn to |
| write. Children benefit from sitting |
| comfortably at desks provided by FoM, they |
| can concentrate and learn to write. |
| Chicheleko School only had 30 books as |
| before FoM built classrooms there was no |
| secure place to store books. FoM donated |
| curriculum books and Happy Readers books |
| and 2 bookcases, so children benefit from |
| access to books. |
| Lushomo schoolteaches Early Years to |
| Grade 9 there were only 69 desks. Many of |
| the 615 pupils were learning sitting on the |
| floor. FoM provided 50 desks this made a |
| difference as the pupils benefitted from |
| being comfortable and being able to write |
| more easily. |
| Namateba Schoolhas 522 pupils from |
| Early Years to Grade 9. There are 11 |
| teachers deployed by the Government. The |
| school is in a remote hilly area, it does not |
| have enough houses for teachers and their |
| families. Teachers offered inadequate |
| housing can refuse to work at Namateba or |
| are forced to share houses or camp in the |
| nearby clinic. The local community tried to |
| build two houses but ran out of funds. FoM |
| completed two teacher's houses. This |
| makes a difference as the teachers have |
| space to concentrate on benefiting children |
| by improving education. |
| Nalutanda Schoolteaches 1,406 pupils |
| Early Years to Grade 12 in a rural area in a |
| flood plain. There are 22 Government |
| teachers deployed by the government, and |
| not enough houses. The community had |
| started building a house but could not afford |
| to complete it. FoM completed building the |
| house, making a difference to the comfort of |
| a teacher and so benefitting the school. |
| "Happy Reader" reading scheme: - A |
| teacher at Chicheleko school who is trained |
| to use the Happy Readers scheme |
| requested books for Chicheleko school, |
| FoM provided books. FoM also provide |
| Happy Readers books for Namateba |
| School. The reading scheme benefits |
| children as they learn to read in English. |
| Story Books:- Teachers have told FoM |
| how a school library would make a |
| difference to children encouraging a love of |
| reading. FoM provided story picture books |
| to 3 schools to benefit children by |
| encouraging a reading culture. |
| IT equipment:- FoM provided Raspberry Pi |
| computers loaded with information for |
| teachers to use as a resource to benefit |
| pupils at Sikabenga and Nalutanda. |
| Achievements in improving health. |
| Monze District of Zambia suffers from |
|---|
| outbreaks of cholera as well as diarrhoea |
| and vomiting, neglected tropical diseases |
| and intestinal worms. These illnesses lead |
| to chronic ill health. FoM work to improve |
| the water supply benefits school children |
| and also nearby community which uses |
| school water points. |
| Chilwa School.The school for borehole |
| supplying water for 314 pupils had dried up. |
| FoM made a difference by drilling a borehole |
| fitted with a handpump, to provide water |
| benefiting the school and nearby |
| community. |
| Sikabenga School.FoM provided water, |
| sanitation and Hygiene WASH training at |
| Sikabenga school. This made a difference |
| as children can construct hand washing |
| stations at school in their homes. Healthy |
| habits are reinforced at a school WASH |
| club. |
| Menstrual Hygiene Management (MHM) |
| and cervical cancer awareness training: - |
| Lack of knowledge and materials to manage |
| menstruation forces girls to drop out of |
| education. FoM program of menstrual |
| hygiene management training makes a |
| difference at Hamangaba, Chona, Kasaka |
| Schools by dispelling harmful myths and |
| providing material enabling girls to attend |
| school. |
| The women at Twelve Apostles Church join |
| women FoM previously trained at Seventh |
| Day Adventist Church and the United |
| Church of Zambia in sewing menstrual |
| pads. Women are teaching each other and |
| spreading positive messages about MHM to |
| wider society. |
| The incident rate for cervical cancer in |
| Zambia is the third highest incidence |
| globally so cervical cancer awareness we |
| add it to MHM training. This makes a |
| difference because following training |
| women come forwards for testing and |
| treatment. |
| Exercise:- We improve both teacher and |
| pupil’s fitness, mental health and wellbeing |
| by providing sports equipment, this |
| improves school attendance especially for |
| boys, builds confidence and social |
| cohesion. |
| Eye HealthThe dry dusty environment and |
| poor hygiene lead to eye infections, at one |
| school 82% of children were given |
| treatment, this benefited children as without |
| treatment they will suffer irreversible |
| damage to their eyesight. Children given |
| glasses benefit from being able to learn to |
| read and write and keep up with their peers. |
| FoM are pleased adults, babies and pre- |
| school children were able to benefit from | |
|---|---|
| eye tests and consultation with the eye | |
| Doctor. | |
| Achievement in improving skills and | |
| income generation. | |
| Building apprentices: -Local men and | |
| women apprentice builders were given 2 | |
| weeks building theory training by a lecturer | |
| from a local college when FoM started | |
| building classrooms at Chona and Singonya | |
| schools. They then learn practical skills on | |
| site while building the 3 classroom blocks | |
| and take an exam at the end of their training. | |
| We are pleased to say everyone who | |
| completed training passed their exams. The | |
| apprentices have the skills to work as | |
| builders, generate and raise construction | |
| standards. | |
| School gardens: -FoM has helped | |
| establish 14 school gardens, they are the | |
| size of 8 allotments, fenced and grow food. | |
| Gardens provide teaching opportunities e.g. | |
| for science, maths, biology, |
|
| entrepreneurship. At schools where |
|
| classrooms are used by 2 or even 3 classes | |
| in a day, children can spend half the day | |
| learning to grow crops, water harvesting, | |
| making natural fertiliser and pesticide. | |
| Many schools and gardening trainers share | |
| advice and achievements on schools | |
| WhatsApp groups. School gardens are | |
| places of experiment and learning for local | |
| farmers, benefiting local society. | |
| Children eat food grown in the gardens and | |
| crop sales generate an income for the | |
| school and support volunteer teachers. | |
| Nalutanda School.FoM provided a tank | |
| delivering water to taps in the school and | |
| gardening training thereby benefitting |
|
| Nalutanda School and the wider community. | |
| The fence prevented animals damaging | |
| crops. The school started growing beneficial | |
| vegetables. | |
| Lumba-Moonya SchoolFoM fenced the | |
| garden and provided garden tools and | |
| useful trees. | |
| Tree planting.FoM provided water, training | |
| and saplings for Monze Correctional Facility | |
| in previous years. These fruit trees are | |
| thriving. Improves nutrition for inmates. | |
| Prisoners have benefited from training on | |
| discharge reducing re-offending rate. | |
| More than 1,000 fruit trees are growing at 8 | |
| schools benefiting the environment. | |
| Rocket stoves | |
| Benefit newly trained builders by providing a | |
| way to generate income. | |
| Benefit environment by demonstrating a | |
| way toreduce deforestation. |
| Benefit for expectant mothers previously |
|---|
| cooking on the ground: - reduced risk of |
| burns for toddlers, reduced smoke |
| inhalation, reduced work collecting firewood, |
| Achievements in developing capacity |
| and skills. |
| The human rights training is empowering St |
| Patrick’s villagers, especially women, |
| widows, and girls to voice their rights. |
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 | Friends of Monze attended fundraising events. The opportunity was used to raise awareness of our work. |
| 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 | |
| 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. Projects 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 few expenses and recurrent costs in the UK. 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 ZaWG~~F.~~ The Board judges that a reasonable level of reserves is to ensure that there are 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 unrestrictedreserves above. |
| Amount of reservesheld | Para 1.22 | £600 |
| Reasons for holding zero reserves |
Para 1.22 | None |
| Details of fund materially in deficit |
Para 1.24 | None |
| Explanation of any uncertainties about the |
Para 1.23 | None |
charity continuing as a going concern
| Additional information (optional) Youmay choose toincludefurtherstatements |
Additional information (optional) Youmay choose toincludefurtherstatements |
whererelevant 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 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) | Additional information (optional) | Additional information (optional) | |
|---|---|---|---|
| Youmay choose toincludefurtherstatementswhererelevant about: | |||
| 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. |
| Additional information (optional) Youmay choose toincludefurtherstatementswhererelevant about: |
Additional information (optional) Youmay choose toincludefurtherstatementswhererelevant about: |
Additional information (optional) Youmay choose toincludefurtherstatementswhererelevant 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 sinceFoMstartedin 2012. |
| Other | - |
Reference and Administrative details
| Charityname | Friends of Monze |
|---|---|
| Other name the charity uses | - |
| Registered charity number | 1154762 |
| Charity’s principal address | 11 Clos Castell Newydd Bridgend CF31 5DR |
|---|---|
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) |
|---|---|---|---|---|
| Virginia Jane Deana Owen |
Chair | |||
| Paul Green | Vice Chair | |||
| Belinda Joan Green |
Secretary | |||
| Peter Anfield Davies |
Treasurer | 29.1.2024 onwards | ||
– 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 wholeyear | |
|---|---|---|
| - | ||
Funds held as custodian trustees on behalf of others
| Description of the assets held in this capacity |
N/A |
|---|---|
| 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)
| Names and addresses of advisers (Optional information) | Names and addresses of advisers (Optional information) | Names and addresses of advisers (Optional information) |
|---|---|---|
| Type of adviser Name Address |
||
| 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) Position (eg Secretary, Chair, etc) Date |
||
|---|---|---|
| Virginia Jane Deana Owen | ||
Chair |
||
| 9.9.2024 | ||
| 9.9.2024 |
1
FRIENDS OF MONZE ACCOUNTS FOR THE YEAR ENDED 31st DECEMBER 2023 INCOME & EXPENDITURE ACCOUNT
| Income Donations Grants Interest Gift Aid Sales Total Income Expenditure School construction Bore Holes Water and Hygene Human Rights Training Tree Planting Gardens/Permaculture Teaching Materials Sports Equipment Medical treatment Apprenticeships Other Expenses Bank Charges Insurance Total Expenditure Surlus / (Deficit) For The Year Reserves Brought Forward From 2022 Transfers between Funds Reserves Being Excess Of Income Over Expenditure This Is Represented By: Net Assets Bank Accounts: Barclays Current Account Barclays Saver Account Total Assets |
General Fund Designated Funds Restricted Funds £ £ £ 9,040 113,500 - 600 2,980 0 - - - |
2023 £ 122,540 3,580 0 - - 126,120 94,284 2,326 3,806 - 2,228 4,869 13,529 1,135 1,301 1,500 6,701 299 175 132,152 (6,032) 6,947 - 916 906 10 916 |
2022 £ 110,893 12,370 - 6,886 1,319 |
|
|---|---|---|---|---|
| 9,640 113,500 2,980 |
131,468 | |||
| 142 94,142 - 600 1,726 - 825 2,981 - - - 500 1,728 - 557 2,512 1,800 8,176 4,172 1,180 53 1,082 - 318 983 - - 1,500 - 4,026 2,675 - 299 - - 175 - - |
91,479 9,678 2,582 933 100 1,000 14,944 - - - 6,130 338 151 |
|||
| 15,672 113,500 2,980 |
127,335 | |||
| (6,032) - - 6,947 - - - - - |
4,133 2,813 - |
|||
| 916 - - |
6,946 | |||
| 6,938 9 |
||||
| 6,947 |
| I certify that the above accounts show a true and fair view of the financial position of the Friends of Monze, for the year ended 31st | I certify that the above accounts show a true and fair view of the financial position of the Friends of Monze, for the year ended 31st |
|---|---|
| December 2023. | |
| Treasurer | Auditor |
| P A Davies FCA | P Thompson |
| Date | 15th September 2024 |
2
FRIENDS OF MONZE ACCOUNTS FOR THE YEAR ENDED 31st DECEMBER 2023
Notes to the Accounts
Note 1 - Movements of Funds
| i. General Fund ii. Designated Funds: Education Books Sports Equip Eye Doctor CONTINGENCY Appreciation Office Rent MHM Tree Plant Schools: CHONA KASAKA NTAMBO LUSHOMO MM Nalutanda Namateba Houses Hanamgaba Chilwa Chicheleko Singonya Luumba Moonya iii. Restricted Funds Gardens/Permaculture Teaching Materials |
Bal 1.1.2023 Income Expenditure Bal31.12.2023 6,947 9,640 15,672 916 - - 2,405 2,405 - - 1,082 1,082 - - 449 449 - - 1,216 1,216 - - 1,091 1,091 - - 368 368 - - 534 534 - - 1,728 1,728 - - 2,819 2,819 - - 29,517 29,517 - - 52 52 - - 1,045 1,045 - - 40 40 - - 12,511 12,511 - - 11,890 11,890 - - 26 26 - - 3,226 3,226 - - 25,529 25,529 - - 17,251 17,251 - - 722 722 - - 113,500 113,500 - - 1,800 1,800 - - 1,180 1,180 - - 2,980 2,980 - |
|---|---|
- 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 eleventh year of operation of the charity, during which funds of £126,120 (2022 £131,468) have been raised, and £132,152 (2022 £127,335 ) spent, most of which has been distributed to various projects in Monze, giving a deficit of expenditure over income for the year of £6,032 (2022 surplus of £4,133). This is a wonderful effort again 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 £122,850 (2022 £122,697) has been transferred to the account in Monze of ZaWGF during the year. Expenditure includes major projects such as the building of 3 classroom blocks at Kasaka and Chicheleko Schools, and the start of building 3 classrooms at Singonya School. A house was built for a teacher to live and work at Namateba school. Ancillary projects connected with school establishment are the purchase of desks for Lushomo school, Nalutanda water system, and the provision of Happy Reader books. Regular schedules of receipts and expenditure, and supporting documentation are received from ZaWGF.
1
FRIENDS OF MONZE ACCOUNTS FOR THE YEAR ENDED 31st DECEMBER 2023 INCOME & EXPENDITURE ACCOUNT
| Income Donations Grants Interest Gift Aid Sales Total Income Expenditure School construction Bore Holes Water and Hygene Human Rights Training Tree Planting Gardens/Permaculture Teaching Materials Sports Equipment Medical treatment Apprenticeships Other Expenses Bank Charges Insurance Total Expenditure Surlus / (Deficit) For The Year Reserves Brought Forward From 2022 Transfers between Funds Reserves Being Excess Of Income Over Expenditure This Is Represented By: Net Assets Bank Accounts: Barclays Current Account Barclays Saver Account Total Assets |
General Fund Designated Funds Restricted Funds £ £ £ 9,040 113,500 - 600 2,980 0 - - - |
2023 £ 122,540 3,580 0 - - 126,120 94,284 2,326 3,806 - 2,228 4,869 13,529 1,135 1,301 1,500 6,701 299 175 132,152 (6,032) 6,947 - 916 906 10 916 |
2022 £ 110,893 12,370 - 6,886 1,319 |
|
|---|---|---|---|---|
| 9,640 113,500 2,980 |
131,468 | |||
| 142 94,142 - 600 1,726 - 825 2,981 - - - 500 1,728 - 557 2,512 1,800 8,176 4,172 1,180 53 1,082 - 318 983 - - 1,500 - 4,026 2,675 - 299 - - 175 - - |
91,479 9,678 2,582 933 100 1,000 14,944 - - - 6,130 338 151 |
|||
| 15,672 113,500 2,980 |
127,335 | |||
| (6,032) - - 6,947 - - - - - |
4,133 2,813 - |
|||
| 916 - - |
6,946 | |||
| 6,938 9 |
||||
| 6,947 |
| I certify that the above accounts show a true and fair view of the financial position of the Friends of Monze, for the year ended 31st | I certify that the above accounts show a true and fair view of the financial position of the Friends of Monze, for the year ended 31st |
|---|---|
| December 2023. | |
| Treasurer | Auditor |
| P A Davies FCA | P Thompson |
| Date | 15th September 2024 |
2
FRIENDS OF MONZE ACCOUNTS FOR THE YEAR ENDED 31st DECEMBER 2023
Notes to the Accounts
Note 1 - Movements of Funds
| i. General Fund ii. Designated Funds: Education Books Sports Equip Eye Doctor CONTINGENCY Appreciation Office Rent MHM Tree Plant Schools: CHONA KASAKA NTAMBO LUSHOMO MM Nalutanda Namateba Houses Hanamgaba Chilwa Chicheleko Singonya Luumba Moonya iii. Restricted Funds Gardens/Permaculture Teaching Materials |
Bal 1.1.2023 Income Expenditure Bal31.12.2023 6,947 9,640 15,672 916 - - 2,405 2,405 - - 1,082 1,082 - - 449 449 - - 1,216 1,216 - - 1,091 1,091 - - 368 368 - - 534 534 - - 1,728 1,728 - - 2,819 2,819 - - 29,517 29,517 - - 52 52 - - 1,045 1,045 - - 40 40 - - 12,511 12,511 - - 11,890 11,890 - - 26 26 - - 3,226 3,226 - - 25,529 25,529 - - 17,251 17,251 - - 722 722 - - 113,500 113,500 - - 1,800 1,800 - - 1,180 1,180 - - 2,980 2,980 - |
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- 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 eleventh year of operation of the charity, during which funds of £126,120 (2022 £131,468) have been raised, and £132,152 (2022 £127,335 ) spent, most of which has been distributed to various projects in Monze, giving a deficit of expenditure over income for the year of £6,032 (2022 surplus of £4,133). This is a wonderful effort again 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 £122,850 (2022 £122,697) has been transferred to the account in Monze of ZaWGF during the year. Expenditure includes major projects such as the building of 3 classroom blocks at Kasaka and Chicheleko Schools, and the start of building 3 classrooms at Singonya School. A house was built for a teacher to live and work at Namateba school. Ancillary projects connected with school establishment are the purchase of desks for Lushomo school, Nalutanda water system, and the provision of Happy Reader books. Regular schedules of receipts and expenditure, and supporting documentation are received from ZaWGF.