## 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_|