**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 School**in 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 School**is 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 school**teaches 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 School**has 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 School**teaches 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 Health**The 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 School**FoM 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
-| |---|---| - 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.