2024-03-31-accounts - The Yomelelani Trust

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Trustees' Annual Report for the period

Period start date Period end date 01 04 2023 31 03 2024 From To

Section A Reference and administration details

Charity name Other names charity is known by Registered charity number (if any) 1161202

The Yomelelani Trust

Charity's principal address No 1 Hartley East Common, Gerrards Cross, Bucks Postcode SL9 7RN

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 (ifany)
	Richard A Stone	Chair and Finance
	Susan J Stone	Website
	Gavin Masterton
	Ian James McCarter

Names of the trustees for the charity, if any, (for example, any custodian trustees)

Name Dates acted if not for whole year

March 2012

TAR

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
Previous Chair	Peter Thompson	55, Broxbourne Road, Orpington, Kent, BR6 0BB



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

Section B Structure, governance and management

Description of the charity’s trusts

Type of governing document

Trust Deed

(eg. trust deed, constitution)

How the charity is constituted

Trust

(eg. trust, association, company)

Trustee selection methods

Approved by Board of Trustees

(eg. appointed by, elected by)

Additional governance issues (Optional information)

You may choose to include additional information, where relevant, about:

Susan Stone is married to Richard Stone

policies and procedures adopted for the induction and training of trustees;
the charity’s organisational structure and any wider network with which the charity works;
relationship with any related parties;
trustees’ consideration of major risks and the system and procedures to manage them.

Section C Objectives and activities

Summary of the objects of the charity set out in its governing document

To provide a bridge to Primary education for disadvantaged children experiencing extremes of poverty and living in the Township of Zwelihle, Hermanus, Cape Province, South Africa in such ways as the Trustees see fit including, without limitation, working in partnership with The Yomelelani Early Childhood Development Centre (ECD)

March 2012

TAR

Yomelelani ECD is partly funded by grants from the South African Department of Social Development and the Cape Province department of Education, nominal school fees paid by parents and South African Summary of the main corporate sponsorships. These revenues, in the year in question, activities undertaken for the provided approximately 65% of total operating costs. public benefit in relation to these objects (include within Yomelelani currently educates 265 children aged from 3 months to 6 this section the statutory years. The school provides a structured education programme up to declaration that trustees have Grade R (6 years old). It is one of the few ECD schools authorised to had regard to the guidance offer Grade R tuition which greatly enhances the pupils’ chance of being issued by the Charity accepted at one of the two local Primary Schools at their first attempt. Commission on public benefit) The Trustees have, at all times, had regard to the guidance issued by the Charity Commission relating to public benefit

Additional details of objectives and activities (Optional information)

The Charity awards grants conditional upon receiving from Yomelelani You may choose to include ECD independently prepared monthly management accounts and full further statements, where annual Accounts independently examined and approved by the locally relevant, about: appointed Management Committee.

policy on grantmaking;
policy programme related investment;
contribution made by volunteers.

Section D Achievements and performance

Grants made by the Trust have this year predominately gone toward Summary of the main meeting the funding shortfall related to the operations of the school. achievements of the charity However, the Trust has also financed specific projects such as installing during the year solar lighting and repairing part of the fabric of the buildings affected by recent severe storm damage.

The bulk of daily costs relate to staff salaries, staff training costs and nutrition costs to feed the children and the staff. It should be noted that staff are encouraged to enhance their qualifications and are supported in so doing by the school.

The justification for continued support lies in the fact that Yomelelani is the only Zwelihle Township ECD that provides a structured educational programme that all but guarantees that its pupils will be granted a place at one of the two local Primary schools at their first attempt. The operational model as regards class size, quality of teaching staff, training support and managerial control are virtually unique within such a poor Township environment.

March 2012

TAR

Section E Financial review

This year the Trustees changed the reserve policy.

Brief statement of the

charity’s policy on reserves

In the past, the Charity has needed to distribute most of its income on a regular basis to cover operational shortfalls. The increase in local Cape Province grants means that, whilst there is still a sizeable funding need receipt of income is on a 6 monthly basis results in a “lumpy cash flow. the Trustees believe it would be wise to hold a reasonable amount in reserves to cover unforeseen expenditure.

Currently, the Trustees are aiming to build a reserve, over time, of around £20,000. Funds in excess of immediate needs are held on a savings account in the name of the Trust

Details of any funds materially in deficit

Further financial review details (Optional information)

You may choose to include additional information, where relevant about:

the charity’s principal sources of funds (including any fundraising);

See Section D

Funding is provided by several individuals who have a heart for the aims of Yomelelani ECD. Monies are also received from ad hoc donors who have visited the Township and seen the school in operation and been impressed. In addition 2 or 3 fund raising events are held each year

how expenditure has supported the key objectives of the charity;
investment policy and objectives including any ethical investment policy adopted.

Section F Other optional information

Section G Declaration

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signature(s)

Gavin Masterton Full name(s) Richard Stone Position (eg Secretary, Chair, Chair Trustee etc)

Date 22/10/2024

March 2012

TAR

Independent examiner's report on the accounts

Section A Independent Examiner’s Report

Report to the trustees/ Charity Name YOMELELANI TRUST members of On accounts for the year 31[st] March 2024 Charity no 1161202 ended (if any) Set out on pages 1 -2 (remember to include the page numbers of additional sheets)

I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31/03/2024

Responsibilities and As the charity trustees, you are responsible for the preparation of the basis of report accounts in accordance with the Charities Act 2011 (“the Act”).

I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent examiner's statement I have completed my examination. I confirm that no material matters have come to my attention ~~(other than that disclosed below *)~~ in connection with the examination which gives me cause to believe that in, any material respect,:

the accounting records were not kept in accordance with section 130 of the Act; or
the accounts did not accord with the accounting records; or
the accounts did not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a ‘true and fair’ view which is not a matter considered as part of an independent examination.

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

Please delete the words in the brackets if they do not apply.

Signed: Name: Relevant professional qualification(s) or body (if any): Address:		22/10/2024

	Clare Lillington

	FMAAT
	Raddon, Station Hill,
	Chudleigh, Newton Abbot
	Devon TQ13 0EE

October 2018

IER

Section B Disclosure

Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).

Give here details of any items that the examiner wishes to disclose .

October 2018

IER

The Yomelelani Trust 1161202

The Yomelelani Trust	The Yomelelani Trust	The Yomelelani Trust	1161202
Receipts andpayments accounts
For the period from	01/04/2023	To	31/03/2024

CC16a

Section A Receipts and payments	Section A Receipts and payments
A1 Receipts	Unrestricted funds to the nearest £ 48,412 2,775 - - - - - - 51,187 - - - 51,187 36,244 - 200 - - - - - - 36,444 - - - 36,444 14,743 - 18,122 32,865	Restricted funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -	Endowment funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -	Total funds to the nearest £ 48,412 2,775 - - - - - - 51,187 - - - 51,187 36,244 - 200 - - - - - - 36,444 - - - 36,444 14,743	Last year to the nearest £
Donations General	48,412				63,239
Gift Aid Reclaim	2,775				6,935
	-				-
	-				-
	-				-
	-				-
	-				-
	-				-
*Sub total*(Gross income for AR)	51,187				70,174

A2 Asset and investment sales, (see table).
	-
	-				-
*Sub total*	-				-
*Total receipts* A3 Payments
					70,174

Yomelelani School	36,244				53,218
Clarkson Wright & Jakes	-				120
Independent Examiner	200				-
	-				-
	-				-
	-				-
	-				-
	-				-
	-				-
**Sub total **	36,444				53,338

A4 Asset and investment purchases, (see table)
	-
	-
**Sub total **	-				-
*Total payments* *Net of receipts/(payments)* A5 Transfers between funds A6 Cash funds last year end *Cash funds this year end*
					53,338

	14,743	-	-	14,743	- 4,426
	-	-	-	-	-
	18,122	-	-	18,122	5,712
	32,865	-	-	32,865	1,286

Section B Statement of assets and liabilities at the end of the period

Categories B1 Cash funds CCXX R1 accounts (SS)	Lloyds Bank Details 1	Unrestricted funds to nearest £ 32,865 -	Restricted funds to nearest £ - -	Endowment funds to nearest £
	Lloyds Bank	32,865	-	-
	1	-	-	-

		-		-	-
	*Total cash funds*	32,865		-	-
	(agree balances with receipts and payments
	account(s))	OK		OK	OK
		Unrestricted		Restricted	Endowment
		funds		funds	funds
	Details	to nearest £		to nearest £	to nearest £
B2 Other monetary assets		-		-	-
		-		-	-
		-		-	-
		-		-	-
		-		-	-
		-		-	-
	Details	Fund to which asset belongs		Cost (optional)	Current value (optional)
B3 Investment assets				-	-
				-	-
				-	-
				-	-
				-	-
	Details	Fund to which asset belongs		Cost (optional)	Current value (optional)
B4 Assets retained for the				-	-
charity’s own use				-	-
				-	-
				-	-
				-	-
				-	-
				-	-
				-	-
				-	-
		Fund to which		Amount due	When due
	Details	liability relates		(optional)	(optional)
B5 Liabilities				-
				-
				-
				-
				-
Signed by one or two trustees on behalf of all the trustees	Signature	Print	Name		Date of approval
		Richard		Stone	22/10/2024
		Gavin Masterton			22/10/2024

CCXX R2 accounts (SS)