## **Trustees’ Annual Report for the period**
**From 01/04/2022 Period start date To 31/03/2022 Period end date**
**Charity name:** Sunrise Academy Ukunda Charitable Trust
## **Charity registration number:1181853**
## **Objectives and Activities**
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SORP reference
Summary of the Para 1.17 Educational and socio-economical
purposes of the charity welfare and support.
as set out in its
governing document
Summary of the main Para 1.17 and Educational projects. Building
1.19
activities in relation to support projects and annual
those purposes for the support funding.
public benefit, in
particular, the activities,
projects or services
identified in the
accounts.
Statement confirming Para 1.18 Yes, Chair has attended physical
whether the trustees and online training provided by
have had regard to the the Charity Commission on these
guidance issued by the factors.
Charity Commission on
public benefit
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## **Additional information (optional)**
You may choose to include further statements where relevant about:
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SORP reference
n/a
Para 1.38
Policy on grant making
n/a
Para 1.38
Policy on social
investment including
program related
investment
All Trustees are volunteers and
Para 1.38 we are further supported by
Contribution made by school staff and the local
volunteers community of Ascot Road Primary
School. Watford
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Other
## **Achievements and Performance**
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SORP reference
We have completed 75%of our
planned classroom extention
during this accounting period. We
Summary of the main hope to complete the remaing
Para 1.20
achievements of the 25% in the next accounting
charity, identifying the period and be able to separate
difference the charity’s educational environments for
work has made to the many more of our year groups.
circumstances of its
beneficiaries and any We were also able to support
wider benefits to society more local children to start their
as a whole. own educational journey.
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## **Additional information (optional)**
You may choose to include further statements where relevant about:
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90%
Achievements against Para 1.41
objectives set
90%
Performance of
fundraising activities Para 1.41
against objectives set
N/A
Investment performance Para 1.41
against objectives
Other
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## **Financial Review**
Review of the charity’s Para 1.21 **£200 in UK bank account.** financial position at the end of the period Statement explaining the Para 1.22 **For Charity liquidity** policy for holding reserves stating why they are held Amount of reserves held Para 1.22 **£200** Reasons for holding zero Para 1.22 reserves Details of fund materially Para 1.24 in deficit Explanation of any Para 1.23 uncertainties about the charity continuing as a going concern
## **Additional information (optional)**
You may choose to include further statements where relevant about: **Donations, Event fundraising** The charity’s principal sources of funds Para 1.47 (including any fundraising) **N/A** Investment policy and objectives including any Para 1.46 social investment policy adopted **N/A** A description of the Para 1.46 principal risks facing the charity Other
## **Structure, Governance and Management**
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Description of charity’s
trusts:
Type of governing Para 1.25 Charitable governing document
document
(trust deed, royal
charter)
How is the charity Para 1.25 CI0 Foundation
constituted?
(e.g unincorporated
association, CIO)
Trustee selection Para 1.25 AGM meeting with election of
methods including new Trustees and any
details of any resignations.
constitutional provisions
e.g. election to post or
name of any person or
body entitled to appoint
one or more trustees
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## **Additional information (optional)**
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You may choose to include further statements where relevant about:
N/A
Policies and procedures
adopted for the Para 1.51
induction and training of
trustees
N/A
The charity’s
organisational structure Para 1.51
and any wider network
with which the charity
works
N/A
Relationship with any Para 1.51
related parties
Other
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## **Reference and Administrative details**
> Charity name Sunrise Academy Ukunda Charitable Trust. Other name the charity N/A uses
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Registered charity 1181853
number
Charity’s principal Co Ascot Road Primary School. Watford .WD18 8AD
address
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## **Names of the charity trustees who manage the charity**
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Name of person (or body)
Dates acted if not for
Trustee name Office (if any) entitled to appoint trustee
whole year
(if any)
1 Phil Barton
Vanessa Verna-
2
Estrada
3 Nisha Pesharia
4 Ore Apampa
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
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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
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Trustee name Dates acted if not for
whole year
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## **Funds held as custodian trustees on behalf of others**
Description of the assets N/A held in this capacity
Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements N/A for safe custody and segregation of such assets from the charity’s own assets
## **Additional information (optional)**
## **Names and addresses of advisers (Optional information)**
**Type of Name Address adviser**
**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)** Mr Phillip Barton **Position (eg** Chair **Secretary, Chair, etc) Date** 14/11/22
Sunrise Academy Ukunda Charitable Trust. UK Charity Commission Reg Number:1181853.
## Annual Tax Return.
## HMRC Ref: ZD03133
Account Period 01/04/21- 31/03/22.
Income from Fundraising Events: £1566.00 Income from monthly donations £2100.00
Total Income: £ 3666.00
Annual Expenditure: School monthly sponsorship £2100 Donation towards New classroom building Project £ 1500.00
Banking fees. £66.00
Charity Bank Account details. Metrobank UK.
Account Name.: Sunrise Academy Ukunda Charitable Trust.
Acct Number:33651074 Sort Code: 23-05-80
This concludes the annual Accounts for HMRC Return purposes.
Completed by Mr Phillip Barton Chair of Trustees Sunrise Academy Ukunda Charitable Trust.
Signed.
Date 1411112022