Trustees’ Annual Report for the period
From 06/04/2024 Period start date To 05/04/2025 Period end date
Charity name: BERTHA'S LEGACY
Charity registration number: 1203695
Objectives and Activities
| SORP ref | ||
| 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 Defense Programs 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: 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. |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
||
|---|---|---|
Para 1.19 Para 1.18 |
During the reporting period, the charity focused on: •Economic empowerment training programs •Safety awareness and self-protection programs. •Development of wellbeing and financial literacy courses Community engagement and awareness through digital platforms The trustees confirm that they have had due regard to the guidance issued by the Charity Commission on public benefit when planning and carrying out the charity’s activities. |
Additional information (optional)
You may choose to include further statements where relevant about:
| SORP reference | ||
|---|---|---|
| Policy on grant making | Para 1.38 | N/A |
| Policy on social investment including program related investment |
Para 1.38 |
N/A |
| Contribution made by volunteers |
Para 1.38 | Volunteers make a significant contribution to the charity’s work, supporting programme delivery, creating content, and managing key communications channels, including social media and blog platforms. Their involvement enables the charity to operate effectively and extend its reach. |
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 s and any wider benefits to society as a whole. |
Para 1.20 | During the year, the charity delivered its Economic Empowerment Programme and a six-month Safety Awareness Programme, supporting 20 participants. • Participants demonstrated increased ability to generate income and improved confidence in recognising and responding to risk. Follow-up engagement indicated that skills learned were being applied in practice, including income-generating activities and improved financial contribution within households. • The charity also developed two new programmes: Journaling for Healing (as part of its Self-care & Wellness Programme) and Budgeting (Cash Method) (as part of its Economic Empowerment Programme), supported by grant funding. In addition, research was commissioned to inform programme design, and podcast content was introduced to support wider engagement. • A fundraising event was also held during the year, raising approximately £700, contributing to the charity’s overall income and supporting programme delivery. • Learning from programme delivery highlighted the importance of ongoing mentorship, access to markets, and integrating emotional support alongside practical interventions. |
Additional information (optional)
| dditional information(optional) | ||
|---|---|---|
| Achievements against objectives set |
Para 1.41 |
|
| Performance of fundraising activities against objectives set |
Para 1.41 |
Financial Review
| Review of the charity’s financial position at the end o the period |
Para 1.21 f |
At the end of the reporting period, the charity had a surplus of £5,354, resulting from total income of £22,732 and expenditure of£17,487. |
|---|---|---|
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Funds held at year end relate primarily to restricted funding, including grant income received for specific programme delivery. The surplus forms part of these restricted funds and will be applied to ongoing and future grant-funded activities. The charity does not currently hold unrestricted reserves, as funds are applied directly to programme delivery in line with its objectives. The trustees consider the charity to be in a stable financial position, with funding secured for ongoing activities, and will continue to focus on strengthening financial sustainability through diversification of income streams. |
| Amount of reserves held | Para 1.22 | £0.00 |
| Reasons for holding zero reserves |
Para 1.22 | Not received enough cash inflows to maintain 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 |
The trustees have considered the charity’s financial position and future plans and are satisfied that there are no material uncertainties that would affect the charity’s ability to continue as a going concern. The charity has secured funding for current programme delivery and continues to develop additional income streams to support future activities. On this basis, the trustees consider it appropriate to prepare the financial statements ona going concernbasis. |
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 |
The charity’s principal sources of funding during the year were grant funding, including a grant from the National Lottery Community Fund, which is restricted to specific programme delivery activities. Additional income was generated through fundraising campaigns throughout the year. |
|---|---|---|
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 |
NA |
| A description of the principal risks facing the charity |
Para 1.46 | The trustees have identified key risks relating to funding sustainability, limited organisational capacity. These risks are managed through diversifying income streams, working in partnership with other organisations, adopting a trauma-informed approach with appropriate safeguarding measures, and regularly reviewing and adapting programmes and operations. |
| Other |
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 |
Additional information (optional)
| Policies and procedures adopted for the induction and training of trustees |
Para 1.51 |
|
|---|---|---|
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | |
| Relationship with any related parties |
Para 1.51 |
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) |
|---|---|---|---|
| Zanele Carol Bey | Chair of Trustees | ||
| Sithembile Bertha Chigwada | Trustee |
Corporate trustees – names of the directors at the date the report was approved
Director name Company 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
Name of chief executive or names of senior staff members (Optional information)
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Annual Accounts
BERTHA'S LEGACY
120J8#6
Receipts and payments accounts
CC16a
For tha p8rlod
from
P•rfod •trt
P•rtod •nd d•t•
04105/2025
To
0610W2024
Section A Receipts and payments
UnrÈstrlctÈd
funds
RÈstrlctèd
funds
funds
Total funds
to th• n•ar•st
to th• n•ar•st
to th• n•ar•yt £
to th• n••r•st£
toth•
n•ar•st £
A1 Rec•1 ts
Donatin R&r.?Ive¢l
4.J2
22.732
1.13B
Sub total (Gross income
for AR)
A2 Assot and Invostmant
salas
s88 tablo
4.932
17.WJO
22.732
Sub total
Total receipts
32
17.800
2Z.732
1.13S
A3Pa
m8nt$
Rvrit
Program Co£t
Equ4prnentS
wagec0rinat0T Fee
Marketing
Tot81 Miscelleneous A(Imin
nses
Bank Ghargo5
t.210.0
2.080.00
1.210
.4S0
$.212
1.3a2
27
330
2.897.00
2.897
228
Sub total
6.Oa2
17.487
e.8aa
A4 Assot and Invostm8nt
urchasas
Sub total
8.032
9.466
17.487
8.883
t of reCeiTPt
BERTHA'S LEGACY
Independent Examiners Report to the Trustees
For the year ended 05 April 2025
I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 5 April 2025.
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 |
|
| Name | Zanele Carol Bey |
| Position | Chair of Trustees |