## **Trustees’ Annual Report for the period**
**From 01/04/2022 Period start date To 31/03/2023 Period end date**
## **Charity name: Teachers for Zambia**
## **Charity registration number: 1185949**
## **Objectives and Activities**
**/**
|**/**|||
|---|---|---|
||SORP reference||
|Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|Teachers for Zambia (T4Z)’s purpose is to
advance the education of children in
Zambia by providing resources and by
supporting the training of community
schoolteachers through a Zambian Non-
Governmental Organisation (NGO) named
Training Teachers for Community Schools
in Zambia (TTCSZ). T4Z registered as a
Charitable Incorporated Organisation (CIO)
in October 2019. This is T4Z trustees’ third
report. TTCSZ re-registered for a second
period of 5 years with Zambia’s Ministry of
Community Development in February 2022
(Registration Certificate
RNGO/101/0601/16 ISSUE No 2).
T4Z raises funds to support the training of
unpaid, untrained volunteer teachers
working in some of the poorest community
schools in the Chawama and Chibolya
Zones of Lusaka, Zambia. The training is
organised and delivered by TTCSZ.
In 2016 Zambia’s Ministry of General
Education (MoGE) noted that community
schools play a ’crucial role’ in primary
school education. Thirty percent of
Zambia’s primary schools are community
schools which are not government funded.
Community schools are especially
important for the education of girls, orphans
and other vulnerable children living in
informal housing areas.
In summary, T4Z aims to provide resources
and to support the training of teachers so
the cycle of impoverishment for vulnerable
children can be broken.|
|Summary of the main
activities in relation to those
purposes for the public|Para 1.17 and
1.19|T4Z’s main activity is fundraising for
TTCSZ. T4Z’s strategic plan 2021-24
prioritises the following:|
|benefit, in particular, the
activities, projects or
services identified in the
accounts.||1.
To build sufficient reserves to ensure
the sustainability of T4Z and the
continuity of ongoing TTCSZ projects
which it has agreed to fund.
2.
To support TTCSZ’s programmes for
the training of untrained volunteer
teachers working in community
schools in Zambia.
3.
To raise sufficient monies for the
establishment of a resource centre in
Zambia where teachers can access
practitioner resources and network
with other professionals.
4.
To provide bursaries to support the
further professional development of
untrained volunteer community
schoolteachers in Zambia.
T4Z’s fundraising during the original period
following registration focused on the first
priority above. During the second period
covered T4Z worked particularly on
priorities 2 and 4 above but between April
2021 and March 2022 covid impacted the
range of opportunities for fundraising.
During the period covered by this report we
developed a broader focus on the four
priorities.
One community school teacher was being
supported by a bursary to study for a
primary education degree at Chalimbana
University, Zambia. T4Z also paid for
TTCSZ’s 10-day training programme for
25-30 community school teachers in April
2022, and continued fundraising for a
Resource Centre being investigated by
TTCSZ near the end of this period.
Funds have been raised through activities
including bric-a-brac stalls, the sale of craft
items and individual initiatives such as book
sales and donations (including specific
sums for bursaries). Donations are gift
aided where relevant and T4Z was
registered for Amazon Smile until Amazon
discontinued the initiative.|
|---|---|---|
|Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|The charity works within the public benefit
guidance published by the Charity
Commission. Trustees have signed the
Essential Trustee (CC3) Guidance from the
Charity Commission and adopted the
Charity Commission Governance Code.|
## **Additional information (optional)** You may choose to include further statements where relevant about:
||SORP reference||
|---|---|---|
|Policy on grant making|Para 1.38|T4Z’s Grant Making Policy commits
trustees to only applying funds in
accordance with its charitable purpose and|
|||objectives, as identified in its constitution.
The sole beneficiary of T4Z’s fundraising is
its Zambian partner, TTCSZ. Approved
grants must meet T4Z’s charitable
purposes and reflect priorities listed in its
Grant Making Policy. These are subject to
review every 3 years, but are currently 2, 3
and 4 above, plus supporting the continuing
development of community schoolteachers
by providing seminars, conferences and
teacher workshops in Zambia. Eligible
grant requests from TTCSZ will be
considered and trustees will conduct due
diligence checks.|
|---|---|---|
|Policy on social investment
including program related
investment|Para 1.38|Not applicable|
|Contribution made by
volunteers|Para 1.38|All seven T4Z trustees are volunteers, and
around 12 volunteers are also involved in
active fundraising. Everyone involved with
our local partner in Zambia (TTCSZ) is also
a volunteer. There were 6 regular monthly
donors in 2022-23.
Nobody is paid for donating / creating
prizes, selling fundraising tickets, making
general donations or staffing stalls.
The contribution of volunteers is essential
to our CIO achieving its objects.|
|Other||Both T4Z and TTCSZ have agreed
common values: building trust, enhancing
partnerships, inclusion of stakeholders,
sharing good practices, upholding
transparency, maintaining high standards
and promoting sustainability. The
operational activities of both charities are
underpinned by these values.
Working in partnership with a relevant in-
country organisation provides T4Z with
significant benefits in ensuring its charitable
purposes are achieved. TTCSZ, T4Z’s
local partner in Zambia, has established
government and school networks along
with access to a wider set of volunteers
who have important local knowledge, skills
and experience. This means that projects
can be delivered successfully.
In terms of working relations between T4Z
and TTCSZ, some trustees / committee
members in Zambia and the UK have
longstanding personal and academic
relations. Several met whilst teaching or
studying in the School of Education and|
Professional Development at the University of Huddersfield, UK. Others were members of the same church community in Huddersfield for over 8 years. These established connections between T4Z and its Zambian partner ensure the stability of the partnership and secure the successful operation of this project.
## **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|Our first report covered 23/10/19 to
31/03/21, during which period the trustees
worked to build foundations for the charity’s
activities. Our second report covered
01/04/2021 – 31/03/2022 when we were
affected adversely by the covid pandemic.
During the period coved by this report we
have engaged in a variety of fund-raising
activities including participation in public
events at the local parish church.
Direct beneficiaries of T4Z’s fundraising are
community school teachers in Lusaka.
Through fundraising for its Zambian
partner, each year T4Z supports the
delivery of basic teacher training to another
25-30 volunteer community
schoolteachers. Funds raised from specific
donors during the period of this report also
meant that a teacher studying a 4 year
primary education degrees. This teacher
also contributes to TTCSZ’s training
programme so their learning is cascaded
more widely to other community school
teachers.
UNESCO (2015) noted that investing in
teachers is a pre-requisite for the
transformative power of education to occur.
T4Z’s investment in the professional
development of community schoolteachers
has encouraged this transformative
process in disadvantaged communities in
Lusaka. In addition to direct beneficiaries
(teachers), hundreds of children in
community schools have benefitted
because their teachers now have additional
skills and knowledge as a result of T4Z
fundraising.|
**Additional information (optional)** You may choose to include further statements where relevant about:
Achievements against Para 1.41
|objectives set|||
|---|---|---|
|Performance of fundraising
activities against objectives
set|Para 1.41||
|Investment performance
against objectives|Para 1.41||
|Other|||
## **Financial Review**
|**Financial Review**|||
|---|---|---|
|Review of the charity’s
financial position at the end
of the period|Para 1.21|The fundraising climate for the year 2022-
23 was again a difficult one, however,
despite this the charity managed to match
the income of the previous year, in fact
increasing it by £100. The £10,266 raised
in 2022-23 was sufficient to maintain the
charity’s funds at sustainable levels,
enabling it to commit to funding in 2023-24
the establishment of a Resource Centre in
Lusaka [priority 3], provision of a bursary
for a second community school teacher to
enrol for an undergraduate degree in
education [priority 4] and the delivery of a
training programme for untrained teachers
working in community schools [priority 2].|
|Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|To protect the charity against a sudden and
unexpected drop in income, the trustees
have agreed to keep reserves of £2,500.00,
to ensure that the charity is able to continue
to meet its commitments and to meeting its
aims and objectives.|
|Amount of reserves held|Para 1.22|£2,500.00|
|Reasons for holding zero
reserves|Para 1.22|Not applicable|
|Details of fund materially in
deficit|Para 1.24|Not applicable.|
|Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|Not applicable.|
## **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|
T4Z is reliant on the generosity of individual
donors and the Gift Aid from their
donations. During the period covered by
this report we also sold a range of Zambian
craft items online and held fundraising
stalls at the local parish church. During the
subsequent period we intend to diversify
and seek a wider range of opportunities.|
|---|---|---|
|Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|Not applicable|
|A description of the principal
risks facing the charity|Para 1.46|T4Z’s objective is to fundraise and provide
resources to support teacher training
activities organised by its Zambian partner.
The global pandemic still had a residual
impact in this period, particularly as there
was some ongoing reluctance to participate
in group activities among some potential
donors. Inflation and the cost of fuel for
heating have also reduced potential donors’|
financial capacity to give money to charity as incomes have not kept pace with costof-living pressures. To mitigate risk, TTCSZ is successfully using an all-Zambian team of volunteers to deliver its training. This approach began after the pandemic and has been retained. It ensures greater certainty in delivery of TTCSZ’s training programmes and also helps to reduce possible risks facing T4Z’s fundraising efforts. Donors can be confident that key programmes they support are being delivered by Zambian nationals in Zambia. Other
## **Structure, Governance and Management**
|Description of charity’s
trusts:|||
|---|---|---|
|Type of governing document
(trust deed, royal charter)|Para 1.25|CIO Foundation Constitution|
|How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|Charitable Incorporated Organisation|
|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|The CIO’s Constitution stipulates a
minimum of 3 and maximum of 10 trustees.
Two of those trustees are to be nominated
by the Zambian NGO, TTCSZ. One is to be
a member of the Management Committee
of TTCSZ and ideally one is to be an
African national (ideally a Zambian).
Currently T4Z has 7 trustees. All were
selected because of their skills, knowledge
and experience in education, the voluntary
sector, management or finance. Three of
the 7 are from Africa (one is from Zambia).
All have a commitment to education and a
shared vision of contributing to quality of
education for disadvantaged children in
Zambia. Good quality education depends
on well trained teachers. This is the key
motivation which drives the trustees of T4Z.|
## **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|
No new trustees were inducted during the
period of this report. Policies and
procedures developed prior to the
registration of T4Z will be employed and,
where appropriate, updated when required.
When embarking on their roles, current
trustees reviewed and discussed the
following documents:
CC3 The Essential Trustee: What you need
to know, what you need to do
CC3 The Essential Trustee: 6 Main Duties
CC4: What Makes A Charity
Charity Governance Code for Smaller
Charities
The specific clauses in the Constitution of
T4Z referring to trustees’ responsibilities
(i.e., 9-16) were discussed in detail.
The original trustees listed below remain in
office.
As stated in the Constitution, when there is
a change of trustees, new trustees will be
given a copy of the Constitution and T4Z’s
last Trustees’ Annual Report and statement
of accounts.|
|---|---|---|
|||The seven trustees meet quarterly. Posts|
|The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51|within T4Z’s structure are: Chairperson,
Secretary and Treasurer. During covid
lockdowns, meetings were held using
Teams or Zoom. Face to face trustee
meetings resumed during the period of this
report. Decisions are taken democratically
following discussion. No decision-making
responsibilities are delegated.
Working groups focusing on specific tasks
meet as and when required.|
|---|---|---|
|Relationship with any
related parties|Para 1.51|In 2020 T4Z and TTCSZ signed a
Memorandum of Understanding outlining
the roles and responsibilities of both
partners. Both parties are committed to the
overall target of supporting training for
community schoolteachers in Zambia and
will work in a collaborative and co-operative
partnership to achieve this aim.|
|Other|||
## **Reference and Administrative details**
|Charity name|Teachers for Zambia|
|---|---|
|Other name the charity uses|T4Z|
|Registered charity number|1185949|
|Charity’s principal address|13 Gledholt Road
Huddersfield
HD1 4HD|
|||
## **Names of the charity trustees who manage the charity**
|1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of person (or body) entitled**
**to appoint trustee (ifany)**|
|---|---|---|---|---|
||Helen Jones|Chair (from
15/06/22)|23/10/19 to date||
||Auriel le Pla|Treasurer|23/10/19 to date|Nominated byTTCSZ|
||Clare Adesi Kerui|Secretary|23/10/19 to date||
||Faith Borerwe||23/10/19 to date||
||Lynette Hall||23/10/19 to date|Nominated byTTCSZ|
||Emma Holmes-
Charlesworth|Chair (until 15/06/22)|23/10/19 to date||
||Jolaade Idowu||23/10/19 to date||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
## – 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 held in this capacity
Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects
Details of arrangements for 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)** Lynette Anne Hall **Full name(s)** Helen Mary Fletcher Jones **Position (eg Secretary,** Chair Trustee **Chair, etc) Date** 14/01/24
**Charity Name No (if any) Teachers for Zambia 1185949 Receipts and payments accounts**
## **CC16a**
**For the period** Period start date Period end date **To from** 1st April 2022 31st March 2023
|**Section A Receipts and payments**|||||
|---|---|---|---|---|
|**A1 Receipts**
Donations[Gift Aided]
**2,900**
Donations General
**380**
Helen Book sales
**136**
Summer & Xmas Fairs
**737**
Amazon Smile
**28**
HMRC Gift Aid repayment
**1,672**
Raffle Funds
**-**
Face Mask sales
**-**
**5,853**
**-**
**-**
**_Sub total_ -**
**_Total receipts_ 5,853**
**A3 Payments**
LotteryLicence renewal
**20**
LiabilityIns
**78**
Postage
**33**
SumUpCard Reader
**26**
Float
**50**
Transfer to Zambia
**200**
Raffle expenditure
**-**
**-**
**-**
**_Sub total_ 407**
**-**
**-**
**_Sub total_ -**
**_Total payments_ 407**
**_Net of receipts/(payments)_ 5,446**
**A5 Transfers between funds**
**-**
**A6 Cash funds last year end**
**-**
**_Cash funds this year end_ 5,446**
**Unrestricted**
**funds**
**to the nearest £**
**_Sub total_**_(Gross income for AR)_
**A2 Asset and investment sales,**
**(see table).**
**A4 Asset and investment**
**purchases, (see table)**|**to the nearest £**
**3,650**
**763**
**-**
**-**
**-**
**-**
**-**
**-**
**4,413**
**-**
**-**
**-**
**4,413**
**-**
**-**
**-**
**-**
**-**
**1,805**
**-**
**-**
**-**
**1,805**
**-**
**-**
**-**
**1,805**
**2,608**
**-**
**-**
**2,608**
**Restricted**
**funds**|**to the nearest £**
**Endowment**
**funds**|**Total funds**
**to the nearest £**
**6,550**
**1,143**
**136**
**737**
**28**
**1,672**
**-**
**-**
**10,266**
**-**
**-**
**-**
**10,266**
**20**
**78**
**33**
**26**
**50**
**2,005**
**-**
**-**
**-**
**2,212**
**-**
**-**
**-**
**2,212**
**8,054**
**-**
**-**
**8,054**|**Last year**
**to the nearest £**|
|||**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**6,550**|**6,372**|
||||**1,143**|**1,862**|
||||**136**|**-**|
||||**737**|**-**|
||||**28**|**-**|
||||**1,672**|**-**|
||||**-**|**1,441**|
||||**-**|**451**|
||||**10,266**|**10,126**|
||||||
|||**-**
**-**
**-**|**-**||
||||**-**|**-**|
||||**-**||
||||||
|||**-**|**10,266**|**10,126**|
||||||
|||**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**20**||
||||**78**|**-**|
||||**33**|**-**|
||||**26**|**-**|
||||**50**|**-**|
||||**2,005**|**-**|
||||**-**|**262**|
||||**-**|**-**|
||||**-**|**-**|
||||**2,212**|**262**|
||||||
|||**-**
**-**
**-**|**-**||
||||**-**||
||||**-**|**-**|
||||||
|||**-**|**2,212**|**262**|
||||||
||**2,608**|**-**
**-**
**-**
**-**|**8,054**|**9,864**|
||**-**||**-**|**-**|
||**-**||**-**|**-**|
||**2,608**||**8,054**|**9,864**|
## **Section B Statement of assets and liabilities at the end of the period**
|**Categories**
**B1 Cash funds**
**B2 Other monetary assets**
**B3 Investment assets**
**B5 Liabilities**
**B4 Assets retained for the**
**charity’s own use**|**Details**
Cash in Bank
**Details**
**Details**
**Details**
**Details**
**_Total cash funds_**
(agree balances with receipts and payments
account(s))|**to nearest £**
**14,241**
**-**
**-**
**14,241**
Agreement Error
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**Unrestricted**
**funds**
**Unrestricted**
**funds**
**Fund to which**
**asset belongs**
**Fund to which**
**asset belongs**
**Fund to which**
**liability relates**|**to nearest £**
**6,540**
**-**
**-**
**6,540**
Agreement Error
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Restricted**
**funds**
**Restricted**
**funds**
**Amount due**
**(optional)**|**to nearest £**
**Endowment**
**funds**|
|---|---|---|---|---|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||OK|
|||||**to nearest £**
**Endowment**
**funds**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**Current value**
**(optional)**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**Current value**
**(optional)**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**When due**
**(optional)**|
||||**-**||
||||**-**||
||||**-**||
||||**-**||
||||**-**||
> Signed by one or two trustees on Date of behalf of all the trustees Signature Print Name approval