
## Trustees’ Annual Report for the period 

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

## Charity name: Sunrise Academy Ukunda Charitable Trust 

## Charity registration number:1181853 

## Objectives and Activities 

||SORP reference||
|---|---|---|
|Summary of the purposes of<br>the charity as set out in its<br>governing document|Para 1.17|Educational and socio-economical welfare<br>and support.|
|Summary of the main<br>activities in relation to those<br>purposes for the public<br>benefit, in particular, the<br>activities, projects or<br>services identified in the<br>accounts.|Para 1.17 and<br>1.19|Educational projects. Building support<br>projects and annual support funding.|
|Statement confirming<br>whether the trustees have<br>had regard to the guidance<br>issued by the Charity<br>Commission on public<br>benefit|Para 1.18|Yes, Chair has attended physical and<br>online training provided by the Charity<br>Commission on these factors.|



## Additional information (optional) You may choose to include further statements where relevant about: 

SORP reference n/a Para 1.38 Policy on grant making n/a 



Policy on social investment Para 1.38 including program related investment All Trustees are volunteers. Time, fundraising events and everything is done as voluntary. Para 1.38 Contribution made by volunteers Other 

## Achievements and Performance 

||SORP reference||
|---|---|---|
|Summary of the main<br>achievements of the charity,<br>identifying the difference the<br>charity’s work has made to<br>the circumstances of its<br>beneficiaries and any wider<br>benefits to society as a<br>whole.|Para 1.20|We have completed 100% of our planned<br>classroom extension during this accounting<br>period. We are now able to separate<br>educational environments for many more of<br>our year groups.<br>We were also able to support more local<br>children to start their own educational<br>journey and support them with food and<br>clothing.|



## Additional information (optional) 

## You may choose to include further statements where relevant about: 

95% Achievements against Para 1.41 




**----- Start of picture text -----**<br>
objectives set<br>95%<br>Performance of fundraising<br>activities against objectives<br>set Para 1.41<br>N/A<br>Investment performance<br>against objectives Para 1.41<br>Other<br>**----- End of picture text -----**<br>




## Financial Review 

|Financial Review|||
|---|---|---|
|Review of the charity’s<br>financial position at the end<br>of the period|Para 1.21|£300 in UK bank account.|
|Statement explaining the<br>policy for holding reserves<br>stating why they are held|Para 1.22|For Charity liquidity|
|Amount of reserves held|Para 1.22|£300|
|Reasons for holding zero<br>reserves|Para 1.22||
|Details of fund materially in<br>deficit|Para 1.24||
|Explanation of any<br>uncertainties about the<br>charity continuing as a going<br>concern|Para 1.23||



|Additional information (optional)<br>You may choose to include further statements where relevant about:|Additional information (optional)<br>You may choose to include further statements where relevant about:|Additional information (optional)<br>You may choose to include further statements where relevant about:|
|---|---|---|
|The charity’s principal<br>sources of funds (including<br>any fundraising)|Para 1.47|Donations, Event fundraising|
|Investment policy and<br>objectives including any<br>social investment policy<br>adopted|Para 1.46|N/A|
|A description of the principal<br>risks facing the charity|Para 1.46|N/A|





Other

## Structure, Governance and Management 

|Description of charity’s<br>trusts:|||
|---|---|---|
|Type of governing document<br>(trust deed, royal charter)|Para 1.25|Charitable governing document|
|How is the charity<br>constituted?<br>(e.g unincorporated<br>association, CIO)|Para 1.25|CI0 Foundation|
|Trustee selection methods<br>including details of any<br>constitutional provisions e.g.<br>election to post or name of<br>any person or body entitled<br>to appoint one or more<br>trustees|Para 1.25|AGM meeting with election of new Trustees<br>and any resignations.|



|Additional information (optional)<br>You may choose to include further statements where relevant about:|Additional information (optional)<br>You may choose to include further statements where relevant about:|Additional information (optional)<br>You may choose to include further statements where relevant about:|
|---|---|---|
|Policies and procedures<br>adopted for the induction<br>and training of trustees|Para 1.51|N/A|
|The charity’s organisational<br>structure and any wider<br>network with which the<br>charity works|Para 1.51|N/A|
|Relationship with any<br>related parties|Para 1.51|N/A|





Other 

## Reference and Administrative details 

|Charity name|Sunrise Academy Ukunda Charitable Trust.|
|---|---|
|Other name the charity uses|N/A|
|Registered charity number|1181853|
|Charity’s principal address|Co<br>Mr P N Barton<br>84 Queens Avenue.<br>Watford.<br>England<br>WD18 7NS|





## Names of the charity trustees who manage the charity 

|1<br>2<br>3<br>4<br>5<br>6<br>7<br>8<br>9<br>10<br>11<br>12<br>13<br>14<br>15<br>16<br>17<br>18<br>19<br>20|Trustee name|Office (if any)|Dates acted if not for whole<br>year|Name of person (or body) entitled to<br>appoint trustee (ifany)|
|---|---|---|---|---|
||Mr Phil Barton||||
||Ms. Jane NgaNga||||
||Mrs Nabarda Lilley||||
||Ms Jane Mutina<br>(ex-officiary)||||
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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 

Trustee name Dates acted if not for whole year 



## 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 for N/A 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 Secretary, Chair Chair, etc) Date 31/12/2024 



Sunrise Academy Ukunda Charitable Trust. UK Charity Commission Reg Number:1181853. 

## Annual Tax Return. 

HMRC Ref: ZD03133 

Account Period 01/04/23- 31/03/24. 

Income from Fundraising Events: £900.00 Income from monthly donations £2160.00 

Total Income:     £ 3060.00 

Annual Expenditure: School monthly sponsorship £2160 Donation towards Chicken project £ 900.00 Banking fees. £0. 

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 31/12/2024 

