Trustees’ Annual Report for the period
From 01/04/2023 Period start date To 31/03/2024 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. 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 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 benefit, in particular, the |
Para 1.17 and 1.19 |
T4Z’s main activity is fundraising for TTCSZ. T4Z’s Strategy 2021-24 included the funding of a Resource Centre for TTCSZ and prioritised the following: |
| activities, projects or services identified in the accounts. |
1.To support the funding of TTCSZ programmes for the training of untrained volunteer teachers working in community schools in Zambia. 2.To raise sufficient funds for the contractual requirements of the Resource Centre in Lusaka. 3.To provide bursaries to support the further professional development of untrained volunteer community schoolteachers in Zambia. 4.To support continuing development by providing funding for seminars, conferences, and teacher training workshops in Zambia. Funds have been raised through activities including raffles, online sale of craft items, sponsored 5k runs and participation in the Christmas Fair at Huddersfield Parish Church_inter alia_. Donations are gift aided where relevant. |
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|---|---|---|
| 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 |
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|---|---|---|
| Policy on grant making | Para 1.38 | T4Z’s Grant Making Policy commits trustees to 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 and are currently those identified above. Additional 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 T4Z trustees are volunteers, and additional individuals are involved in active fundraising. Everyone involved in our ‘sister charity’ in Zambia (TTCSZ) is also a volunteer. Nobody is paid for donating/creating raffle |
| prizes, staffing stalls, stewarding sponsored 5k runs or making general donations. The contribution of volunteers is essential to our CIO achieving its objectives. |
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|---|---|---|
| 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. The constitution of T4Z also stipulates that two trustees are nominated by TTCSZ. These established connections between T4Z and TTCSZ 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 | During the year 2023-24 we engaged in successful fundraising activities including a sponsored 5k run/walk, participation in a Christmas fair at the parish church and on online sale of Zambian craft items. Our fundraising enabled us to continue to support TTCSZ in delivering basic teacher training to a group of 25-30 volunteer schoolteachers. In addition, we met one of our aims by funding the equipping and opening of a Resource Centre currently being leased in Lusaka by TTCSZ. We are still fundraising to extend the range of |
resources available to support teachers and children using the Resource Centre. Resources available there include stationery and arts supplies, education reference texts for teachers and books for children, resources for use in storytelling and computers. The Centre hosts meetings of TTCSZ and community school representatives and provides a suitable location for the delivery of training by the Zambian team of volunteer trainers. Facilities there are also used by community schoolteachers for lesson preparation and study and for seminars and continuing professional development. Successful fundraising has also enabled T4Z to provide a bursary for a third community schoolteacher to study for an undergraduate degree. As we noted in our previous annual report, 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’s fundraising. During the period covered in this report we worked with a primary school in the UK whose pupils participated in a competition to design a suitable logo for T4Z. We offered prizes and are delighted with the result.
Additional information (optional) You may choose to include further statements where relevant about:
Achievements against objectives set |
Para 1.41 |
|
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 |
| Investment performance against objectives |
Para 1.41 | |
|---|---|---|
| Other |
Financial Review
| Review of the charity’s financial position at the end of the period |
Para 1.21 | 2023-24 was a successful fundraising year for Teachers for Zambia; we raised 80% more than in the previous year, bringing in a total of £18,507. The increase in funds has enabled us to provide a bursary for a third community schoolteacher, who enrolled for an undergraduate degree in January 2023. Funds are also available for four more bursaries to be awarded in 2025 [now priority 3 of our fundraising strategy]. The Resource Centre that we committed funds to establishing last year is now up and running [priority 2], with the Zambian training team delivering our 2024 training programme [priority 1] in this building. The increase in funds this year has also brought further stability to our charity, we have been able to increase our reserves to ensure that we can meet the commitments made to our colleagues in Zambia. |
|---|---|---|
| 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 the charity is able to continue to meet its commitments to meeting its aims and objectives. |
| Amount of reserves held | Para 1.22 | £2500 |
| 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 held a successful raffle, 5k sponsored run and other fundraising events. We are working 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 sister charity. The 2020 global pandemic continues to present a residual challenge |
whilst the UK’s cost of living increases have reduced potential donors’ financial capacity. T4Z also monitors the exchange rate of GBP and Zambian Kwacha so it can mitigate against negative movements affecting it achieving its purposes and its commitments to TTCSZ. Other
Structure, Governance and Management
| Description of charity’s trusts: |
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|---|---|---|
| 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 a maximum of 10 trustees. Two of the trustees are to be nominated by TTCSZ, our Zambian sister charity. One is to be a member of the Management Committee of TTCSZ and ideally one is to be an African national (ideally from Zambia). Currently T4Z has 5 trustees. All were selected because of their skills, knowledge and experience in education, the voluntary sector, management or finance. Two of the 5 are from Africa. All share a commitment to education and a shared vision of contributing to the 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. |
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|---|---|---|---|---|
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | The group of trustees meets quarterly. Posts within T4Z’s structure are: Chairperson, Secretary (currently vacant) and Treasurer. Secretary responsibilities are being shared by trustees. Meetings are either in person or hybrid in nature. 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 | |
| Faith Borerwe | 23/10/19 to date | |||
| Lynette Hall | 23/10/19 to date | Nominated byTTCSZ | ||
| 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 Hall Full name(s) Helen Mary Fletcher Jones Position (eg Secretary, Chair Trustee Chair, etc) Date 10/01/25
Charity Name No (if any)
Receipts and payments accounts CC16a For the period Period start date Period end date To from 1st April 2023 31st March 2024
Section A Receipts and payments
Unrestricted Restricted Endowment Total funds Last year funds funds funds
to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £
A1 Receipts
| A1 Receipts | |||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Donations[Gift Aided] | 2,340 | 11,315 | - | 13,655 | 6,550 | ||||||
| Donations General | 270 | 160 | - | 430 | 1,143 | ||||||
| Interest received Bath BS | 104 | 104 | |||||||||
| Helen Book Sales | 18 | - | - | 18 | 136 | ||||||
| Xmas sales | 197 | 168 | - | 365 | 737 | ||||||
| Amazon Smle | 22 | - | - | 22 | 28 | ||||||
| HMRC Gift Aid repayment | 1,758 | - | - | 1,758 | 1,672 | ||||||
| Raffle | 972 | - | - | 972 | - | ||||||
| 5k | 1,183 | - | - | 1,183 | - | ||||||
| Sub total(Gross income for AR) | 6,864 |
11,643 | - | 18,507 | 10,266 |
| A2 Asset and investment sales, | |||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| (see table). | |||||||||||
| - | - | - | - | ||||||||
| - | - | - | - | - | |||||||
| Sub total | - | - | - | - | - | ||||||
| **Total receipts ** | 6,864 | 11,643 | - | 18,507 | 10,266 |
| A3 Payments LotteryLicence renewal 20 LiabilityInsurance 90 5k and logoprizes and resources 94 Shippingresources to Zambia 570 Raffle Tickets 45 Transfer to Zambia - - - - Sub total 819 |
A3 Payments LotteryLicence renewal 20 LiabilityInsurance 90 5k and logoprizes and resources 94 Shippingresources to Zambia 570 Raffle Tickets 45 Transfer to Zambia - - - - Sub total 819 |
- - - - - 9,805 - - - 9,805 |
- - - - - - - - - - |
20 90 94 570 45 9,805 - - - 10,624 |
|
|---|---|---|---|---|---|
| LotteryLicence renewal | 20 | - | - | 20 | 20 |
| LiabilityInsurance | 90 | - | - | 90 | 78 |
| 5k and logoprizes and resources | 94 | - | - | 94 | - |
| Shippingresources to Zambia | 570 | - | - | 570 | - |
| Raffle Tickets | 45 | - | - | 45 | - |
| Transfer to Zambia | - | 9,805 | - | 9,805 | 2,005 |
| - | - | - | - | - | |
| - | - | - | - | - | |
| - | - | - | - | - | |
| **Sub total ** | 819 | 9,805 | - | 10,624 | 2,103 |
A4 Asset and investment purchases, (see table)
| - | - | - | - | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| - | - | - | - | |||||||||
| **Sub total ** | - | - | - | - | - | |||||||
| **Total payments ** | 819 | 9,805 | - | 10,624 | 2,103 | |||||||
| **Net of receipts/(payments) ** | 6,045 | 1,838 | - | 7,883 | 8,163 | |||||||
| A5 | Transfers between funds | - | - | - | - | - | ||||||
| A6 | Cash funds last year end | - | - | - | - | - | ||||||
| Cash funds this year end | - |
Section B Statement of assets and liabilities at the end of the period
| Categories B1 Cash funds B2 Other monetary assets B3 Investment assets B4 Assets retained for the charity’s own use |
Details Details Details Details Total cash funds (agree balances with receipts and payments account(s)) |
to nearest £ 17,469 - - 17,469 to nearest £ - - - - - - Unrestricted funds Unrestricted funds Fund to which asset belongs Fund to which asset belongs |
to nearest £ 11,196 - - 11,196 to nearest £ - - - - - - Cost (optional) - - - - - Cost (optional) - - - - - - Restricted funds Restricted funds |
to nearest £ Endowment funds |
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| OK | ||||
| to nearest £ Endowment funds |
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| Current value (optional) |
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| Current value (optional) |
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| - | - |
B5 Liabilities
Signed by one or two trustees on behalf of all the trustees
Details
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| Fund to which | Amount due | When due | |||||
| liability relates | (optional) | (optional) | |||||
| - | |||||||
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| - |
Date of Signature Print Name approval