The Erasmus Uganda Charitable Trust
Report and financial statements Year ended 31[st] December 2023 Charity no. 1184049
The Erasmus Uganda Charitable Trust
Report of the trustees for the period ended 31 December 2023
The trustees present their report and financial statements for the charity for the year to 31 December 2023.
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.
The trustees have had due regard to the Charity Commission’s guidance on public benefit in their decisions during the year.
Achievements and performance
The school currently has just over 200 pupils of whom approximately 75% pay fees. This level of fees allows the school to operate at a small surplus on a day to day basis. There are 10 classes on site from the nursery school through to Primary 7. Academic results continue to be very good as is evidenced by the number of students progressing to secondary education
The main item of capital expenditure in 2023 has been for the construction of an additional 3 teachers houses. In 2024 the focus of the trust’s expenditure will be to fund the provision of a sick bay/pharmacy. A small regular income for the trust has been established through the website. Other individuals and organisations continue to support capital projects.
Financial review
The charity has adequate cash reserves on hand at the year end (£7,139). 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.
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 originally 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
Signed on behalf of the trustees
Full name Paul N H Wright Anthony R Brierley Position Trustee Trustee Date 16 October 2024
The Erasmus Uganda Charitable Trust
Statement of financial activities For the year to 31 December 2023
| Receipts and payments Receipts QEGS Website Individual donatons St Anne’s Church Total receipts Payments School fees and medicals Grant for desks and equipment Grant for IT equipment Grant for teacher’s houses Grant towards teachers’ subsistence during Covid Website development Transport in Uganda and freight charges Repairs and maintenance Other expenses Total payments Net receipts Cash funds last period end Cash funds this period end Statement of assets and Liabilites at the end of the period Bank account |
Unrestricted funds £ Restricted funds £ Endowment funds £ Total Funds 2023 £ 280 1,895 4,409 280 1,895 4,409 800 800 |
12m to 31 Dec 2022 £ 4,430 1.306 6,094 500 |
|---|---|---|
| 7,384 7,384 - - - 4,967 750 683 - 560 106 - - - 4,967 750 683 - 560 106 |
12,330 | |
| 203 1,142 656 1,116 4,302 99 833 2,811 113 |
||
| 7,066 7,066 |
11,275 | |
| 318 6,821 318 6,821 |
1,055 5,766 |
|
| 7,139 7,139 |
6,821 | |
| 7,139 7,139 |
6,821 |