THE ZAMBEZI SUNRISE TRUST
TRUSTEES’ ANNUAL REPORT AND FINANCIAL STATEMENTS FOR THE YEAR ENDING 8 MAY 2022
CONTENTS:
Legal and administrative details 2
Report of the Trustees 3 - 5
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 2022.
STATUS: Registered Charity (England and Wales) No 1169587
TRUSTEES: Joanne Gillette
John Gillette
Nicola Short
Robert Smith
Jonathan Ashley-Norman K.C.
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 2022
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. 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 sixth year of the charity, was again dominated by the effects of the Coronavirus pandemic which continued to limit what we could do in Zambia, and our fundraising capacity. Fortunately, by the end of the reporting period we were able to continue construction at our flagship project, Linda Community School in Livingstone. A two classroom block was completed, as well as a water tower with 5,000 litre tank and pump. We were also able to assist two other schools (Dream Elementary School and Nekacheya School) in completing building projects that were initiated by others but had stalled because of the effects of the pandemic.
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Blockwork and other maintenance was also conducted at Linda Sunrise PreSchool. The expansion of Linda Community School was able to continue with the first Grade 10 classes in the history of the school. Adult education also took place in the facilities we have built, as did polling in the Zambian general election and other community
THE ZAMBEZI SUNRISE TRUST
REPORT OF THE TRUSTEES FOR THE YEAR ENDED 8 MAY 2022
related activities. Support in the form of books and other teaching aids was provided to the schools we support (including Njokomalomo Basic School in Barotseland / Western Province). Tiyese (‘Let’s Try’) Craft Initiative were also able to look forward to the return of their usual tourist market and adapt some of the skills they had developed making masks during the Covid period. The end of the reporting period saw two of our trustees able to visit our projects in Zambia for the first time in over two years – and help lay the foundations for future progress in the next reporting period.
The sixth year of the charity, saw significant progress despite the ongoing effects of the Coronavirus pandemic during the earlier part of the reporting period.
We were able to continue with the expansion of our flagship project, Linda Community School in Livingstone. The expansion of the school into a secondary school continued with the school having its first ever Grade 10 class. We were able to recommence construction there, with the delayed two classroom block for Grades 8 and 9 being completed and equipped with desks, whiteboards and other necessities. Funding for the Grade 8 room had been previously sourced from Sonskyn in Belgium and for the Grade 9 room from Make Kids Happy in Germany and our 2020 Big Give Christmas Challenge fundraiser (‘A Classroom For Christmas). Text book provision was also made for the new Grade. A water tower with 5,000 litre tank and pump was constructed (with funding from our 2020 ‘Walk For Water’ fundraiser) and connected to the bore hole that was drilled in an earlier reporting period. The end of the reporting period saw two of our trustees in Zambia. As part of that visit they met the District Education Board Secretary who was able to reconfirm government support for our endeavours by pledging ten government teachers for the secondary grades. We were also able to arrange a visit to the school by the Director of the British Council in Zambia. We were delighted to see the school being used as a polling station in the Zambian general election: a feature of the school is its use for community related activities, including adult learning classes.
We also committed funding to ensure the completion of two building projects at other schools. These had been initiated by others but work had come to a halt as result of funding issues arising as a result of the effects of the Coronavirus pandemic. At Nekacheya School (a school already supported by us) we enabled the completion of an ablution block at their new site in Mwandi compound. This was a strategic building that would enable the school to begin development of a new (and far less crowded) site that they had acquired. The block included toilets for boys and girls, as well as a shower in the girls’ section. At Dream Elementary School (a new school for us to support) we funded the completion of an
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otherwise stalled three classroom block. This would assist with the planned expansion of the school in the Highlands area of the city.
Linda Sunrise Pre-School also benefitted from the provision of some extra block work, as well as support with ongoing costs and supplies.
Tiyese (‘Let’s Try’) Craft Initiative, a women’s empowerment group we helped establish, continued despite the ongoing effect of the Coronavirus travel restrictions on its usual market of volunteers and tourists. We funded repairs to their sewing machines, and Pure Skills (another NGO in Zambia) sent a number of ladies of a tailoring course. They were well positioned to make progress in the following reporting period.
Teachers continued to be supported on courses to enhance their educational qualifications.
THE ZAMBEZI SUNRISE TRUST
REPORT OF THE TRUSTEES FOR THE YEAR ENDED 8 MAY 2022
The reporting period saw us able to return to live fundraising, with a supporter taking part in the National Garden Scheme open days in June being our first live event for well over a year. Our talks to organisations such as W.I.s and U3As were able to recommence, as was our presence in the Great North Run. Online fundraising did continue, however, with us taking part in the 2021 Big Give Christmas Challenge with our ‘Book for Christmas’ fundraiser that paid for text books for the new Grade 10 at Linda Community School. We were also able to have a recorded video presence at the Commonwealth Law Conference in the Bahamas and report on progress at Linda Community School (where they had funded a classroom in 2019). Our first live visit to a school in the U.K. since the onset of Covid related restrictions was able to take place in October.
The end of the reporting period (and sixth birthday) saw two of our trustees in Zambia, for the first such visit for two and a half years. They were able to inspect the progress made during the ‘Covid years’. Letters were exchanged, and video links took place, between the schools we support and schools we have linked them with in the U.K. Visits to the Mayor of Livingstone and the District Education Board Secretary helped ensure local support was in place for our projects in the following year.
Despite some lingering effects of the Coronavirus pandemic, the charity was able to make visible progress over the year on a number of fronts and was well placed to continue with that in the following reporting period.
FINANCIAL REVIEW
The results shown within these financial statements are in line with the expectations of the trustees.
John Gillette
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7 March 2023
Trustee
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 2022, which are set out on pages 7 and 8.
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
7 March 2023
THE ZAMBEZI SUNRISE TRUST Balance sheet as at 8 May 2022 2021 £ £ £ £ Current assets Bank account 72,057 70,110 ----------------Net Current assets 72,057 70,110 --------- --------72,057 70,110 --------- --------Trust income account
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Surplus of income over expenditure for the year 72,057 70,110
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These accounts were approved by the trustees on 7 March 2023 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 2022 2021 £ £
Income
Donations and fundraising events income 37,815 29,838
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-------- --------37,815 29,838 --------- ---------
Expenditure
Zambezi Sunrise Trust project expenditure
In England and Wales 829 178
(outside England and Wales, in Zambia) 35,039 - --------- --------Surplus of income over expenditure for the year 1,947 29,660
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