## **Trustees’ Annual Report for the period**
**From 01/04/2024 Period start date To 31/03/2025 Period end date**
## **Charity name:** Sunrise Academy Ukunda Charitable Trust
## **Charity registration number:1181853**
## **Objectives and Activities**
||SORP reference||
|---|---|---|
|Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|**Educational and socio-economical**
**welfare and support.**|
|Summary of the main
activities in relation to those
purposes for the public
benefit, in particular, the
activities, projects or
services identified in the
accounts.|Para 1.17 and
1.19|**Educational projects. Building support**
**projects and annual support funding.**|
|Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|**Yes, Chair has attended physical and**
**online training provided by the Charity**
**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
achievements of the charity,
identifying the difference the
charity’s work has made to
the circumstances of its
beneficiaries and any wider
benefits to society as a
whole.|Para 1.20|**We have continued to support our**
**Sunrise children during this accounting**
**period. We are now able to support**
**around 50 children in separate**
**educational environments.**
**We were also able to support more local**
**children to start their own educational**
**journey and support them with food and**
**clothing.**|
**Additional information (optional)** You may choose to include further statements where relevant about: **95%**
|Achievements against
objectives set|Para 1.41||
|---|---|---|
|Performance of fundraising
activities against objectives
set|Para 1.41|**95%**|
|Investment performance
against objectives|Para 1.41|**N/A**|
|Other|||
## **Financial Review**
|**Financial Review**|||
|---|---|---|
|Review of the charity’s
financial position at the end
of the period|Para 1.21|**£760 in UK bank account.**|
|Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|**For Charity liquidity**|
|Amount of reserves held|Para 1.22|**£300**|
|Reasons for holding zero
reserves|Para 1.22||
|Details of fund materially in
deficit|Para 1.24||
|Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23||
|**Additional information (optional)**
You may choose to include further statements||where relevant about:|
|The charity’s principal
sources of funds (including
any fundraising)|Para 1.47|**Donations, Event fundraising, Child**
**Sponsorships.**|
|Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|**N/A**|
|A description of the principal
risks facing the charity|Para 1.46|**N/A**|
Other
## **Structure, Governance and Management**
|Description of charity’s
trusts:|||
|---|---|---|
|Type of governing document
(trust deed, royal charter)|
Para 1.25|**Charitable governing document**|
|How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|**CI0 Foundation**|
|Trustee selection methods
including details of any
constitutional provisions e.g.
election to post or name of
any person or body entitled
to appoint one or more
trustees|Para 1.25|**AGM meeting with election of new**
**Trustees and any resignations.**|
|**Additional information (optional)**
You may choose to include further statements|**Additional information (optional)**
You may choose to include further statements|where relevant about:|
|---|---|---|
|Policies and procedures
adopted for the induction
and training of trustees|Para 1.51|**N/A**|
|The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51|**N/A**|
|Relationship with any
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
Mr P N Barton
84 Queens Avenue.
Watford.
England
WD18 7NS|
## **Names of the charity trustees who manage the charity**
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20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of person (or body) entitled**
**to appoint trustee(if any)**|
|---|---|---|---|---|
||Mr Phil Barton||||
||Ms. Jane NgaNga||||
||Mrs Nabarda Lilley||||
||Ms Jane Mutina
(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** 8/12/2025
Sunrise Academy Ukunda Charitable Trust.
UK Charity Commission Reg Number:1181853.
Annual Tax Return.
HMRC Ref: ZD03133
Account Period 01/04/2024- 31/03/2025.
Income from Fundraising Events: £1800.00
Income from monthly donations £1860.00
Total Income: £ 3660.00
Annual Expenditure:
School Annual sponsorship £2100
Donation towards charity Chicken project £800.00
Banking fees. £0
Bank Current account as of 31.3.2025 -£760.00
## 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 8/12/2025