## **Trustees’ Annual Report for the period**
**From 22/06/2023 Period start date To 05/04/2024 Period end date**
## **Charity name: BERTHA'S LEGACY**
## **Charity registration number: 1203695**
## **Objectives and Activities**
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SORP
ref
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|Summary of the
purposes of the
charity as set out in
its governing
document|Para
1.17|**The objects of the CIO are:**
1) To promote and protect the human rights of women and girls (as
set out in the UN Convention on the elimination of all forms of
discrimination against women) around the world, primarily in
Zimbabwe, who are affected by gender-based violence and
domestic abuse by all or any of the following means:
a. Raising awareness of domestic abuse and gender-based violence
and the basic human rights for women not to be subjected to such
violence.
b. Raising awareness and encourage Zimbabwe as a nation to
support and respect the human rights of women.
c. Relieving the needs of victims of domestic and gender-based
violence through:
i. The running of economic empowerment workshops to improve
the financial independence of victims
ii. Sponsoring self defence programmes
iii. Providing funding for temporary accommodation for women and
their children
d. Commenting on proposed human rights legislation that affects
victims of domestic and gender-based violence, making
recommendations based on the knowledge and experiences gained
form beneficiaries supported by the charity.
In furtherance of that object but not otherwise, the trustees shall
have power:
1)To engage in political activity provided that the trustees are
satisfied that the proposed activities will further the purposes of the
charity to an extent justified by the resources committed and the
activity is not the dominant means by which the charity carries out
its objects.|
|---|---|---|
2) The preservation and protection of health through the provision of free counselling services for women who have had their human rights violated through domestic and gender-based violence in Zimbabwe.
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Summary of the Para Provide support services to women who have had their
1.19
main activities in human rights violated through domestic and gender based
relation to those violence
purposes for the
public benefit, in
particular, the
activities, projects or
services identified in
the accounts.
Statement Para 1.18 [The trustees have seen this guidance]
confirming whether
the trustees have
had regard to
the guidance issued
by the Charity
Commission on
public benefit
Additional information (optional)
y choose to include further statements where relevant about: choose to include further statements where relevant about:
N/A
Policy on grant Para 1.38
making
Policy on social Para 1.38 N/A
investment
including program
related
investment
Contribution made Para 1.38 We have been fortunate enough to have had 10 volunteers contribute
by volunteers to the development on the Charity. With their skillset and knowledge
we have been able to:
Establish a Brand and Brand guidelines; Define a Content and Social
Media Strategy; Create a plan for digital development and website re-
design.
We are deeply grateful for their continued support and hope to attract
more volunteers to expand our digital footprint and host more
fundraising activities in the coming year.
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## **Additional information (optional)**
You may choose to include further statements where relevant about: choose to include further statements where relevant about:
## **Achievements and Performance**
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SORP
reference
Summary of the • Secured premises to rent to enable us to run classroom-
main achievements based activities, and safe space to offer counselling services
of the charity, • Safety Awareness Program: ran 9 safety awareness classes
identifying the with 20 participants in each class. Safety Awareness training
difference the assists survivors to develop situational awareness and thereby
charity’s work has instilling more confidence in themselves and their
made to the surroundings. Additionally, it enables women to survive and
circumstances of escape without injury should they find themselves in a harmful
its beneficiaries and (physical) situation.
any wider benefits • Economic empowerment Program: provided start-up costs
to society as a Para 1.20 for 5 women for so they could run their own detergent making
whole. home business. Ran classroom-based sessions on budgeting to
provide financial literacy for 20 women
• Wellness and Self-care Program: ran 2 Introduction to
Wellness and Basic massage techniques training sessions. This
introduced survivors to the concept of mindful breathing,
gratitude, and provided a means for the ladies to manage
stress while also providing a new skill that could potentially be
used for income generation
• Recruited volunteers to assist with a digital transformation
which will allow us to establish a digital footprint so we can
begin to reach communities outside of Zimbabwe. First area of
focus is marginalized women who have experience GBV in UK
• Held 2 fundraising events that brought in about £1k, which
was used to fund program activity
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## **Additional information (optional)**
||||
|---|---|---|
|Achievements
against objectives
set||
Successfully established and ran Programs in Zimbabwe
Created framework for expansion to reach new target audience in
UK primarily based on a digital program offering|
|Performance of
fundraising
activities against
objectives set|Para 1.41|
Were unable to host fundraising events each quarter as targeted|
## **Financial Review**
|Review
of
the
charity’s financial
position at the end
of the period|Para 1.21|At the end of the period, the charity holds £90.00 in liquid funds, with
a net cash flow of £90.00 for the 12 month period.|
|---|---|---|
|Statement
explaining the
policy for holding
reserves stating
why they are held|Para 1.22|TheBERTHA'S LEGACYcurrently has no Reserves policy:|
|||We do not maintain reserves – all funds raised are used to meet
operational expenditure|
|Amount of
reserves held|Para 1.22|**£0.00**|
|Reasons for
holding zero
reserves|Para 1.22|Charity has not received enough cash inflows to maintain reserves.
Additionally it is not policy to hold reserves.|
|Details of fund
materially in
deficit|Para 1.24|NA|
|Explanation of
any uncertainties
about the charity
continuing as a
going concern|Para 1.23
|NA|
## **Additional information (optional)**
You may choose to include further statements where relevant about:
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The charity’s Para 1.47 The Charity’s source of funds is
principal sources currently through a few donors alongside general public
of funds (including donations, driven primarily through fundraising campaigns
any fundraising) throughout the year. Trustees are covering additional
operational expenses
Investment policy Para 1.46 N/A
and objectives
including any
social investment
policy adopted
There is a need to shift focus to fundraising activities to allow
A description of
for continued operation. Self-funding by co-founders is not
the principal risks
sustainable for the long term.
facing the charity
Para 1.46
Other
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## **Structure, Governance and Management**
||||
|---|---|---|
|Description of charity’s trusts:||NA|
|Type of governing document
Para 1.25||Constitution|
|How is the charity constituted? Para 1.25||CIO|
|Trustee selection methods
including details of any
constitutional provisions.|Para 1.25|Elected by Trustees|
## **Reference and Administrative details**
|Charity name|BERTHA'S LEGACY|
|---|---|
|Other name the charity uses||
|Registered charity number||
||1203695|
|Charity’s principal address|82A James Carter Road, Mildenhall, IP28 7DE|
## **Names of the charity trustees who manage the charity**
|**Trustee name**|**Office (if any)**|**Dates acted if not**
**for whole year**
**Name of person (or body)**
**entitled to appoint trustee (if**
**any)**|**Dates acted if not**
**for whole year**
**Name of person (or body)**
**entitled to appoint trustee (if**
**any)**|
|---|---|---|---|
|Zanele Carol Bey|Chair of Trustees|||
|Sithembile Bertha Chigwada|Trustee|||
|Kasim Alexander Washington
Bey|Trustee|06/22/23
to
01/12/2023||
## **Corporate trustees – names of the directors at the date the report was approved**
|**Director name**|**Company Name**||
|---|---|---|
|Zanele Carol Bey|Chair of Trustees||
|Sithembile Bertha Chigwada|Trustee||
||||
**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|N/A|
|---|---|
|Name and objects of the charity on whose behalf
the assets are held and how this falls within the
custodian charity’s objects|N/A|
|Details of arrangements for safe custody and
segregation of such assets from the charity’s own
assets|N/A|
## **Exemptions from disclosure**
Reason for non-disclosure of key personnel details
## **BERTHA'S LEGACY**
## **Independent Examiners Report to the Trustees**
## **For the year ended 05 April 2024**
I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 5 April 2024.
## **Responsibilities of trustees and examiner**
As the charity trustees of the Trust, trustees are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”). I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. The charity trustees considered that audit is not required for this year under section 144(2) of the charities Act 2011.
## Independent examiner's statement
I have completed my examination. I confirm that no material matters have come to my attention
- 1: In connection with the examination which gives me cause to believe that in, any material respect, the requirements;
- Accounting records kept in accordance with section 130 of the Act and
- To prepare accounts which accord with the accounting record and comply with accounting requirements of the 2011 Act
Have not been meet or
- 2: To which, in my opinion, attention should be drawn in order to enable a proper understanding of accounts to be reached.
Faizan Ahmad
## **Chartered Accountant 95C BelleGrove Road Welling Kent, London DA16 3PG**
## **Declarations**
**The trustees declare that they have approved the trustees’ report above. Signed on behalf of the charity’s trustees**
## **Signature**
> **Signature** ZCBEY **Name** Zanele Carol Bey **Position** Chair of Trustees
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BERTHA'S LEGACY 1203695
Receipts and payments accounts CC16a
For the period Period start Period end date
To
from 23/06/2023 04/05/2024
Section A Receipts and payments
Unrestricted Restricted Endowment
Total funds Last year
funds funds funds
to the nearest to the nearest to the
to the nearest £ to the nearest £
£ £ nearest £
A1 Receipts
Donations Received 1,385 - - 1,385 -
- - - - -
Sub total (Gross income
1,385 - - 1,385 -
for AR)
A2 Asset and investment
sales, (see table).
- - - -
Sub total - - - - -
Total receipts 1,385 - - 1,385 -
A3 Payments
Rent 1,500.00 - - 1,500 -
Program Cost 5,212.00 - - 5,212 -
Equipment 1,332.00 - - 1,332 -
Wages/Coordinator Fee 275.00 - - 275 -
Marketing 330.00 - - 330 -
Total Miscelleneous Admin
Expenses 228.00 - - 228 -
Bank Charges 6.00 6
- - - - -
Sub total [ 8,883 ] - - 8,883 -
A4 Asset and investment
purchases, (see table)
- - - -
- - - -
Sub total [ - ] - - - -
Total payments 8,883 - - 8,883 -
Net of receipts/(payments) - 7,498 - - - 7,498 -
A5 Transfers between funds - - - - -
A6 Cash funds last year end - - - - -
Cash funds this year end - 7,498 - - - 7,498 -
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## **Section B Statement of assets and liabilities at the end of the period**
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Unrestricted Restricted Endowme
Categories Details funds funds nt funds
to nearest £ to nearest £ to nearest £
B1 Cash funds Bank Balance 90 - -
Cash Balance - - -
Total cash funds 90 - -
(agree balances with receipts and payments
account(s)) Agreement Error OK OK
Unrestricted Restricted Endowme
funds funds nt funds
Details to nearest £ to nearest £ to nearest £
B2 Other monetary - - -
assets - - -
Fund to which Current value
Cost (optional)
Details asset belongs (optional)
B3 Investment assets - -
- -
Fund to which Current value
Cost (optional)
Details asset belongs (optional)
B4 Assets retained for - -
the charity’s own use - -
Fund to which Amount due When due
Details liability relates (optional) (optional)
B5 Liabilities Payables 7,498 -
Signed by one or two trustees Date of
on behalf of all the trustees Signature Print Name approval
ZCBey Zanele Carol Bey 24/09/2024
1
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CCXX R1 accounts (SS)
28/09/2024