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2021-12-31-accounts

The Erasmus Uganda Charitable Trust

Report and financial statements Period ended 31[st] December 2021 Charity no. 1184049

The Erasmus Uganda Charitable Trust

Report of the trustees for the period ended 31 December 2021

The trustees present their report and financial statements for the charity for the year to 31 December 2021.

Objectives and activities

The objectives of the charity are as follows: 1. The advancement of education for the public benefit by providing financial and practical support for equipment, teaching staff, accommodation and all aspects of schooling and education, mainly to the children and orphans at the Good Samaritan School,Wakiso, Uganda, but also in encouraging further development of educational establishments in the district. 2. To relieve the charitable needs of children, families and communities throughout Uganda as the trustees think appropriate.

The charity receives income from churches and Rotary Clubs in East Lancashire, individual donations as well as Queen Elizabeth’s Grammar School Blackburn (QEGS). The link with QEGS was established in 2011 when a party of schoolchildren raised funds and visited Uganda to complete maintenance work on school buildings at the Good Samaritan School. This arrangement provided funds for the charity, improved school facilities in Uganda and resulted in significant educational and skills benefits for students at QEGS. Visits to Uganda usually take place every other year.

The Good Samaritan School is a primary school in Wakiso District outside Kampala. Students are mainly from local families who attend on a fee paying basis. The school also takes in orphans from families who have been affected by AIDS. These children do not pay fees and require accommodation. Whilst the trust provides some funds for running expenses at the school, its main expenditure is in the form of grants for capital projects. Capital expenditure was significantly curtailed during the Covid-19 pandemic.

The trustees have had due regard to the Charity Commission’s guidance on public benefit in their decisions during the year.

Achievements and performance

As a result of the Covid-19 pandemic the school was closed for several months till October 2020 and most of 2021. Fortunately the trust had, in recent years, invested in the provision of houses on site for the teachers. The trust also took the decision to support teachers financially during the pandemic. As a result of these decisions, teachers remained at the school and undertook basic maintenance whilst the school was closed. The team therefore has remained in place and in 2022 the school quickly regained its previous level of students. Academic results have again been most encouraging. Without the support of the trust it is unlikely this performance could have been achieved.

Back in the UK, the advent of the pandemic reduced face to face contact and led to fewer fundraising events. A website for the trust has been developed which enables fundraising to be conducted online. Future projects under consideration include the provision of I.T. equipment in Uganda and an on-site medical centre.

Financial review

The charity has adequate cash reserves on hand at the year end (£5,766). The trustees monitor cash flow closely and time the commencement of future projects to coincide with known and expected inflows of cash from fundraising. Sufficient reserves are held to allow for unforeseen expenditure and events in addition to planned projects as is evidenced by the Charity’s response to the Covid-19 pandemic.

Funds are transferred to Uganda as requested by local management and against pre-agreed expenditure and projects with appropriate documentation.

Structure governance and management

The charity has been active since 1993 under the auspices of St Anne’s Church, Fence. As a result of an increase in the scale of operations, it was decided to formalise arrangements and The Erasmus Uganda Charitable Trust was created as a Charitable Incorporated Organisation whose only voting members are its charity trustees. It was registered on 21 June 2019.

New trustees are appointed by the existing trustees and serve for 3 years after which they may put themselves forward for re-appointment. There shall be a minimum of 3 trustees and a maximum of 12.

Formal trustee meetings are held biannually at which trustees consider broad strategy and areas of activity for the trust, including consideration of grant making, cash flow and reserves, risk management and performance. Day to day administration is delegated to trustees individually. The trust has no employees.

Reference and administrative information

Trustees

Paul NH Wright J Anthony L Briggs Andrew Buckingham Anthony R Brierley

Principal office

Myrtle Grove, Wheatley Lane Road, Fence, Burnley, BB12 9EA

Charity number 1184049

Bankers – Barclays Bank, Manchester City 2, Leicester, LE87 2BB.

Declarations

The trustees declare that they have approved the trustees’ report above

The Erasmus Uganda Charitable Trust

Statement of financial activities For the year to 31 December 2021

Receipts and payments
Receipts
QEGS
Individual donations
St Anne’s Church
Total receipts
Payments
School fees
Grant for desks and equipment
Grant towards teachers’
subsistence during Covid
Website development
Transport expenditure in Uganda
Repairs and maintenance
Other expenses
Total payments
Net receipts
Cash funds last period end
Cash funds this period end
Statement of assets and Liabilities
at the end of the period
Bank account
Unrestricted
funds
£
Restricted
funds
£
Endowment
funds
£
Total
Funds
2021
£
120
3,888
120
3,888
-
-
12m to
31 Dec
2020
£
1,656
2,695
4,000
4,008
4,008
-
-
2,570
1,084
-
97
75
-
-
2,570
1,084
-
97
75
8,351
175
1,528
2,532
-
89
-
109
3,826
3,826
4,433
182
5,584
182
5,584
3,918
1,666
5,766
5,766
5,584
5,766
5,766
5,584