THE ZAMBEZI SUNRISE TRUST
TRUSTEES’ ANNUAL REPORT AND FINANCIAL STATEMENTS FOR THE YEAR ENDING 8 MAY 2021
CONTENTS:
Legal and administrative details 2
Report of the Trustees 3 - 4
Report of the Independent Examiner to the Zambezi Sunrise Trust 6
Balance Sheet 7
Income and Expenditure account 8
M W DENTON
CHARTERED ACCOUNTANT
KEIGHLEY
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THE ZAMBEZI SUNRISE TRUST
LEGAL AND ADMINISTRATIVE INFORMATION
The trustees present their report together with the financial statements of the Charity for the year ended 8 May 2021.
STATUS: Registered Charity (England and Wales) No 1169587
TRUSTEES: Joanne Gillette
John Gillette
Nicola Short
Robert Smith
Jonathan Ashley-Norman QC
PRINCIPLE ADDRESS: Kelloe Hall South
Town Kelloe
County Durham
DH6 4PR
BANKERS: Barclays Bank Plc
6 Market Place
Durham
County Durham
DH1 3NB
INDEPENDENT
EXAMINER: M W Denton Tel: (01535) 690190
29 Devonshire Street
Keighley
West Yorkshire
BD21 2BH
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THE ZAMBEZI SUNRISE TRUST
REPORT OF THE TRUSTEES FOR THE YEAR ENDED 8 MAY 2021
STRUCTURE, GOVERNANCE AND MANAGEMENT
GOVERNING DOCUMENT
The Zambezi Sunrise Trust is a charitable trust and was established pursuant to a Declaration of Trust made on 8 May 2016.
ORGANISATION
The body of trustees throughout the period of this report comprised the three original trustees, and two others. Any further trustees must be appointed for a term of two years by a resolution of the trustees passed at a special meeting called in compliance with the Declaration of Trust. A trustee may resign his or her trusteeship at any time by notifying the other trustees but only if enough trustees will remain in office when the notice of resignation takes effect to form a quorum for meetings.
RELATED PARTIES
The Charity has no related parties.
TRUSTEES
Throughout the period of this report the body of trustees comprised the original trustees: Joanne Gillette, John Gillette, Nicola Short and also Robert Smith and Jonathan Ashley-Norman Q.C..
OBJECTS AND ACTIVITIES
The objects of the Charity are:
To promote for the public benefit, primarily but not exclusively within the Republic of Zambia, (a) the advancement of education and (b) the relief of poverty, sickness and distress amongst children in such manner as the trustees may think fit including without limitation the purchase of books, teaching materials, cooking materials, foodstuffs, cleaning materials, clothing, sporting equipment, building materials or medical supplies or the making of grants for the purchase of the same, the purchase of land upon which to build school facilities, the paying of school fees or the paying of teacher salaries.
ACHIEVEMENTS AND PERFORMANCE
This, the fifth year of the charity, was inevitably dominated by the ongoing Coronavirus pandemic, both in terms of what was possible to deliver in Zambia, and in our ability to fundraise. Progress continued to be made, however, despite the challenges posed by Covid. In terms of construction, the charity oversaw the construction of a second ablution block at Linda Community School in Livingstone, as well as holding specific fundraisers for classroom construction
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and a water tower that were duly built at Linda Community School in the following reporting period. Repairs were also made to the structures at Linda Sunrise Pre-School. Ongoing assistance was given to the schools that we support as they dealt with the effects of the pandemic in the form of temperature guns, disinfectant sprayers and the provision of masks. Many of the latter were made by Tiyese (‘Let’s Try’) Craft Initiative, a women’s empowerment group that we helped establish. They diversified from making items for tourists and volunteers to making face masks for the schools we support and other organisations, including for the Zambian Ministry of Health. Desks were provided for Nekacheya School, as well as text books for the newly established Grade 9 at Linda Community School. We also continued to source reading books for schools we support through Book Aid International. Although the trustees were unable to visit Zambia because of the pandemic, close contact with all our projects was maintained. The charity also diversified in terms of its fundraising: with live events impossible during this period, a number of successful online fundraisers were held.
THE ZAMBEZI SUNRISE TRUST
REPORT OF THE TRUSTEES FOR THE YEAR ENDED 8 MAY 2021
This, the fifth year of the charity, saw continued progress despite challenges presented by the ongoing Coronavirus pandemic. This inevitably saw a decrease in income as fundraising possibilities were much diminished, although the charity was able to diversify its methods of fundraising with online events and appeals. The pandemic also occasioned delays to the delivery of some projects in Zambia, although progress was still made.
Our flagship project at Linda Community School in Livingstone saw the continued expansion of the school. Our construction programme there allowed the school to expand to secondary level grades for the first time. Although the effects of the pandemic meant that further classroom construction was delayed to the following reporting period, we were able to oversee the construction of a second ablution block at the school (separately financed by Make Kids Happy in Germany). The school enrolled its first ever Grade 9, and the charity duly provided text books in each subject for each pupil – a very rare pupil to book ratio for the area. Successful online fundraisers were held to help finance further classrooms and a water tower in the following reporting period. In common with Nekacheya School, Linda Community School benefited from support to help enable the school to open once the nationwide school closure was lifted: masks, disinfectant sprayers and thermometer guns were provided. Nekacheya School benefitted from the provision of further much needed desks, as well as the connection of a 3,000 litre water tank previously donated by the charity to a bore hole on their new site. Linda Sunrise Pre-School also benefitted during the school closure from repairs to the structures there which had been affected by termites. Linda Community School, Nekacheya School and Njokomalomo Basic School in Barotseland/Western Province all received substantial donations of reading books through our payment of registration fees to ensure the distribution of books donated by Book Aid International. One of the women’s empowerment groups that we helped establish, Tiyese (‘Let’s Try’) Craft Initiative in Livingstone,
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diversified into making face masks as a response to the pandemic. As well as being socially useful, this provided some income to the ladies of the group who had seen the disappearance of the usual tourist and volunteer market for the items they had previously made. As well as making masks for pupils and staff in the schools we support, they provided masks for other organisations including 2,500 for frontline workers for the Ministry of Health. Teachers were also supported in upgrading their qualifications. Although the trustees were not able to visit Zambia during the reporting period because of pandemic related travel restrictions, links were still maintained between schools in Zambia and those that support us in the U.K. Most notably, an online event was held that linked four schools in England to Linda Community School by video link as they took a trip that we were able to arrange on the (otherwise empty of passengers) Royal Livingstone Express. The event also included Locomotion Museum in England. The charity’s fundraising also largely moved online, in light of the impossibility of holding our usual live events. While this did see an inevitable fall in income, it did provide for some memorable and differing events. These included online cooking, our participation in The Big Give Christmas Challenge for the first time (our ‘Classroom For Christmas’ appeal raising approximately half the cost of a classroom), a ‘Walk For Water’ that funded the construction of a water tower with tank in the following period, our first W.I. online talk, and our 5[th] birthday event which enabled supporters to gather from several countries. The charity was also the recipient of a Movement For Good Award as a result of online nominations from supporters. Trustees meetings also moved online. The charity ended the reporting period well placed to continue with its support to our projects in Zambia.
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THE ZAMBEZI SUNRISE TRUST
REPORT OF THE TRUSTEES FOR THE YEAR ENDED 8 MAY 2021 FINANCIAL REVIEW
The results shown within these financial statements are in line with the expectations of the trustees.
John Gillette
Trustee
04 March 2022
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THE ZAMBEZI SUNRISE TRUST
Report of the Independent Examiner to the Trustees of The Zambezi Sunrise Trust
I report on the accounts of The Zambezi Sunrise Trust for the year ended 8 May 2021, which are set out on pages 6 and 7.
Respective responsibilities of Trustees and Examiner
The Charity’s Trustees are responsible for the preparation of the accounts. The Charity’s Trustees consider that an audit is not required for this year under section 144 of the Charities Act 2011 (the Charities Act) and that an independent examination is needed.
It is my responsibility to examine the accounts under section 145 of the Charities Act, to follow the procedures laid down in the General Directions given by the Charity Commission (under section 145(5)(b) of the Charities Act), and to state whether particular matters have come to my attention.
Basis of independent examiner’s report
My examination was carried out in accordance with the General Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the Charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from the trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is given as to whether the accounts present a “true and fair” view and the report is limited to those matters set out in the statement below.
Independent examiner’s statement
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In connection with my examination, no material matters have come to my attention which gives me cause to believe that in, any material respect:
The accounting records were not kept in accordance with section 130 of the Charities Act.
I 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.
M W Denton
Chartered Accountant
29 Devonshire Street
KEIGHLEY
BD21 2BH
04 March 2022
THE ZAMBEZI SUNRISE TRUST
Balance sheet as at 8 May 2021 2020 £ £ £ £ Current assets Bank account 70,110 40,.450 ----------------Net Current assets 70,110 40,450
--------- --------70,110 40,450 --------- ---------
Trust income account
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Surplus of income over expenditure for the year 70,110 40,450
These accounts were approved by the trustees on 04 March 2022 and were signed on their behalf by:
Joanne Gillette
John Gillette
THE ZAMBEZI SUNRISE TRUST
Income and expenditure account
for the year ended 8 May 2021 2020
£ £
Income
Donations and fundraising events income 29,838 63,163
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29,838 63,163
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Expenditure
Zambezi Sunrise Trust project expenditure
In England and Wales 178 -
(outside England and Wales, in Zambia)
- 33,549 --------- ---------
Surplus / (Deficit) of income over expenditure for the year 29,660 29,614
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