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Registered Charity Number: 1008155

Annual Report and Accounts for the year ended

30 June 2014

The

Zambia

Society

Trust

The Zambia Society Trust Annual Report 2014


Patrons

Baroness Nicholson of Winterbourne Derek Ingram OBE Mrs Gabriel Ellison ODGS MBE Geoffrey de Mornay Davies

President & Vice President

President: Frank McGovern

Vice President: James Cairns

Officers

Chairman: John Barnard Vice Chairman: Ken Hamilton Honorary Treasurer: Andrew Rose FCA CF Honorary Secretary: Jenny Healy

Trustees

Peter Fleming Anne Fraenkel David Goodacre Eileen Hamilton Mathias Mbewe David Powell Roger Thompson Elisabeth Young and the Officers of the Trust.

Bankers

NatWest PLC 25 High Street Colchester

CO1 1DG

Independent Examiner

Silvernos Chinganga MSc ACMA CGMA

The Objects of the Trust are to help the poor, especially orphans, also promote better

health, education and the acquisition of skills in Zambia.

WHO WE ARE


1 Chairman’s report to the Zambia Society Trust Annual General Meeting

2 Report of the Trustees

15 Income and Expenditure

16 Balance Sheet

17 Notes to the accounts

19 Independent Examiner’s Report

CONTENTS

The Zambia Society Trust Annual Report 20143 Page | 1

Many congratulations and very best wishes to Zambia in this Jubilee year, when on 24th October we will be commemorating “God’s favour of Zambia’s 50 years of independence for continued peace, unity, democracy and prosperity”. I am proud that the Trust has been actively involved in Zambia-UK cooperation for the past 46 years, and we look forward to continuing and expanding our work in strengthening relationships between our two countries, and in providing practical help to grass roots projects in the areas of health, education and welfare. We very much appreciate the support and encouragement that we receive from the High Commissioner, His Excellency Mr. Paul William Lumbi, and from High Commission staff. We thank the High Commissioner for allowing us to hold our AGM at Zambia House, for his commitment in contributing to the meeting, and for the willing contribution of the many staff who make the event possible. Over the past year we have valued the active involvement on the Committee of Acting Deputy High Commissioner Mrs. Ikayi Mushinge, and the practical support of Mr. Donald Pelekamoyo and Mr. Amos Chanda. I am pleased to report that all existing Committee members are willing to stand again next year, and I would like to thank them all for their support and for their dedication in carrying out their roles so well, along with our President, Frank McGovern and our Vice President James Cairns. Many thanks also to members for their regular subscriptions and to all those people who have given donations and raised money in different ways. We rely on all these funds to support the various projects to which we are committed. We also have many active supporters in Zambia, and a local bank account through which we administer the education grants. I hope that we will soon be able to expand our fund raising activities in Zambia through the Zambian Society Trust, our sister organisation based in Lusaka. One of our long term supporters in Zambia, Gretta Hudson, has recently returned to UK to live. Gretta kept in close touch with many of the projects for many years, and her constant enthusiasm has been a great encouragement to us when visiting Lusaka. In this Annual Report are descriptions of the people and projects that we support. Judy and I were able to visit some of these earlier this year, and we were, as always, uplifted and inspired by meeting those “grass roots heroes” who serve the projects with love and selfless devotion, and who achieve so much for so many with so little. Most of these projects are struggling for lack of funds. It is a privilege to be part of their activities, and I long for ZST to be able to do more to help them in their amazing work. With this in mind we are looking at ways to increase our funding, and I hope that we will be able to attract more members, both individual and corporate. To help achieve this aim we have decided to redesign our website and I’m pleased to report that Peter Fleming and Andrew Rose have been able to raise the funds required for this from corporate sponsors, and we hope to be up and running by the end of this year. In the year of the 50th Anniversary of Independence our theme for the AGM afternoon meeting on 22nd November is “looking forward and looking back”. I am delighted that the High Commission will be presenting a picture of Zambia’s plans and hopes for the future, and that Mrs. Gloria Sleep will be sharing some of her unique insights and experiences from her time as Personal Secretary to President Dr Kenneth Kaunda from 1964 to 1991 when he left office. We congratulate Dr Kaunda on his 90th birthday in April this year. I hope that we will also be able to hear from some of our members who attended the Independence Ceremony in 1964, and who returned for the Jubilee celebrations in Lusaka.

Chairman’s report to the Zambia Society Trust Annual General Meeting

The Zambia Society Trust Annual Report 2014 2

The Trustees of The Zambia Society Trust (“the Trust”) present their annual report and accounts of the

charity for the year ended 30 June 2014. The accounts have been prepared in accordance with the

accounting policies set out in Note 1 to the accounts.

In setting our objectives and planning our activities the Trustees have given serious consideration to

the Charity Commission’s guidance on public benefit. The Trust is devoted to the relief of poverty,

disability and sickness, and to the promotion of good health and advancement of education. In

allocating funds in line with the Trust’s Objects, the Trustees make a considered assessment of the

benefits to the specific beneficiaries and to Zambian society as a whole. The Trust monitors on an on-

going basis all projects to which it gives support.

Orphans Support Programme: £17,550 (inc £50 Seeds Fund)

Chitsime Projects, Misisi, Lusaka: £4,500

Home of Hope

John and Judy Barnard met Bro. Jacek, who has responsibility for the Home of Hope project and Fr.

Bernard who is Parish curate. Bro. Jacek continues to rescue street children in Lusaka, ideally within a

few days of their homelessness before they become too entrenched into a destructive lifestyle. He

makes sure that the children who come are genuinely seeking help, and he immediately sets out to

find out about their background and their extended families, so that they can be reunited with an

appropriate family member as quickly as possible. This often involves travelling far and wide before

finding the right people who are prepared to care for the children.

The capacity of the home is 50 but when

we visited there were 58 children living

there. Typical ages are from 6 to 14.

While the children are living at the home

they are looked after and taught by

three local teachers, and cooking and

cleaning is done by two elderly ladies.

There is an urgent need for another

teacher and for more, younger support

staff, but the wages paid are very low,

due to lack of funds. About 70 children

each year come to the home, and of

these half are successfully reintegrated

with their families. Many children suffer the effects of severe trauma, and Bro. Jacek is able to help

them through personal therapy sessions.

The Home of Hope continues to have good relations and regular contact and support from many

organizations including the Social Welfare department and local companies.

Report of the Trustees for the year ended 30 June 2014


During the year some of the funds from the Trust were used to effect a complete renovation of the

toilet and ablution blocks.

St Lawrence school

Over 1150 pupils from Grades 1 to 9 are being provided with free education and the performance of

pupils in the government examinations at grades 7 & 9 is steadily improving with 60 pupils passing the

Grade 7 exam this year. Demand for school places is very high and this year there were over 300 pupils

applying for Grade 1 admission.

All 39 teachers are now on the Government payroll so Trust funds are used to improve the facilities.

This year work has been done to rehabilitate the school toilets and showers for disabled children,

repair library furniture and school desks. Funds also assisted with the extension of the staffroom,

learning materials for disabled children and book purchases.

Other areas

The Special Needs School continues to provide day tuition to around 60 pupils with a range of

disabilities.

The Computer Centre is well used by Grade 8 & 9 students and also by members of the local

community and regular courses are offered in basic computer skills.

The Home-Based Care Programme is very active and volunteer counsellors provide support to

disadvantaged families in Misisi compound. This year the Home-Based Care centre was renovated so

that counsellors could operate more effectively.

David Powell, Mathias Mbewe and John Barnard

Mpunde Mission Centre, Central Province: £3,000

Mpunde is situated to the West of Kabwe, in a fairly remote area. The mission supports many orphans

and vulnerable children, and helps them through school. The funds from the Trust are used to enable

about fifty children to attend local schools, and to provide formula milk for babies, and high energy

protein supplement for malnourished children. The health centre includes a small maternity unit, and

an HIV/AIDS clinic. Sadly the priest in charge Fr Jan past away in May and the mission is now being led

by a young priest Fr Adam.

Mathias Mbewe

St Francis Hospital, Katete AIDS Orphans Project: £4,500

The concept of the programme is to enable children born to parents who have died of AIDS to attend

school. They live with related families or sometimes are taken in by friends living in the same village.

Only 25% of them are infected with HIV by the mother during pregnancy or after birth. This means

75% of the children have the potential of a full life span.


A small team from the hospital enrols children presented to them by village-based committees, who

oversee the orphans with the help of guardians in each village.

Now no school fees are payable up to Grade 9, but the Parent/Teachers Association (“PTA”) at each

school have to contribute towards the maintenance. Orphans cannot be excluded because there are

so many. 2,000 of the estimated 8,000 living within an area of 25 miles from the hospital are chosen.

The funds received are used to pay for exercise books, ballpoint pens, soap for washing clothes and

the orphans themselves, in addition to the contributions to the PTA. Initially uniforms, a blanket and

hoe blade were provided but reducing funds forced this to cease. However the children manage to

attend school.

The total cost of the current programme this year was £23,000 of which the Trust provided 18.26%.

The average cost per child was £11.50. Really more funds are needed, so some help can be given for

a simple uniform (no shoes).

Mathias Mbewe

The Ana Amasiya (the Children left behind), St. Mary’s, Matero, Lusaka: £1,000

St Mary’s school is situated in the grounds of St Mary’s Church in Matero, Lusaka. The Trust funds are used to give every student a decent lunch, and for many of them this is their first and only proper meal in the day. There are about 250 children attending the school in the morning, and 150 in the afternoon. The school currently teaches Grades 1 to 7 plus a small number in Grades 8 & 9. There are about 50 children in each

class, with a wide range of abilities, and this makes hard work for teachers, who teach the morning and afternoon sessions. Some students, whose parents can afford, pay a small fee, which helps to subsidise the many orphan children. These parents choose to send them because of St Mary’s good reputation The head teacher, Consilia Mwanza, was very grateful for the support from the Trust, which encourages many children to attend who would otherwise not receive any education. They hope to expand in the future to offer Grade 10 classes. An urgent need now is for a school toilet block - at the moment the church toilet is the only one available. John Barnard


St John’s Orphans & Other Vulnerable Children Group, Kasama: £1,550 (inc £50 Seeds Fund)

As reported last year, the Trust decided it would continue to support the St John’s Orphan and Vulnerable children project in Kasama for a further two years, and this year gave £1,000 to the project. In the course of the year, the Chairman of the project, Raphael Nseluka died, the Trust sending its condolences. We have not yet heard who is to take his place. The Secretary remains Beatrice Chanda. She told us last year that “we have embarked on saving some crop for seed in order to be self-sufficient in seed management and storage in the near future.” The Group was an initiative first begun by St John’s Catholic Cathedral in the Archdiocese of Kasama, and serves four communities, Paul Kalemba, Mukalula, Chilobanama and Lisuba, all villages in the environs of Kasama. The main crops in the fields set aside for the orphans and vulnerable children are groundnuts, soya beans, beans and sweet potatoes, The Group sets aside a quantity of Groundnuts, beans and soya beans for seeding in the following year. David Goodacre

Kwasha Mukwenu (Help Your Neighbour), Matero, Lusaka: £3,000

Kwasha Mukwenu comprises a Community School and feeding programme for about 125 orphans and vulnerable children covering Grades 1-8, with most at Grades 1-4. Some Grade 12 students who need to retake their exams also attend for extra coaching. They also try to support the pupils to enable them to move on to secondary schools, and at the moment they are able to pay for about 60 students out of 185 who would like to move on to secondary school. The project is managed by a group of eighteen women, most of whom are Grandmothers who also look after their own grandchildren, and two volunteer teachers who themselves attended the school and are keen to serve the next generation. The two teachers do piece work as computer engineer and decorator to fund themselves. Judy and I sat in on a lesson and we were impressed at the high quality of the teaching in very basic conditions. The women raise money for renting the building by selling a local drink “thobwa” which they make from maize, millet and sugar, and from work in the local brewery where they sort bottles. They would like to raise


more money e.g. by making and selling food and craftwork, but cannot afford the raw materials at the moment. We were sad to learn that at the moment there are only enough funds to provide lunch two or three times each week. Graduates from the school include doctors, teachers, priests and military - people who would otherwise not have been able to receive a basic education. John Barnard

Footballs and Netballs: £2,000 As highlighted in the last annual report, the Trustees decided that in future we should assist only

community schools in Zambia. This change of emphasis was because since 2000, when this project

started, we concentrated on secondary schools and over the years donated balls to about 500 schools

throughout Zambia.

Early this year funds were sent to Alive and Kicking in Lusaka, via their London office. They

manufactured the balls which were collected by Zambia Open Community Schools (“ZOCS”) central

office in Lusaka. The administration is now simpler compared to secondary schools. Whereas

previously we selected the schools on a province rotation basis, ZOCS now select the schools

themselves and organise the distribution accordingly. The emphasis is on rural community schools

where the need is greatest.

I received a letter in early September 2014 form the ZOCS executive director in which she stated “We

greatly appreciate the ZST’s support to our efforts of bettering the lives of orphans and vulnerable

children with disabilities. The netballs and footballs that you have donated are helping the children in

staying active through sport, fun and play”.

John and Judy Barnard met Harriet Sianjibu-Miyato, the Executive Director, and Violet Wakumelo, Education Officer of ZOCS, and we were encouraged at the progress being made in the provision of education all over Zambia through the Community Schools movement. ZOCS started in 1992, when the first Community School was opened for 48 girls who were roaming in Misisi. The aim is to provide education for orphans and vulnerable children, and for children with learning disabilities. The original school moved to Kabwata (The Mary Aikenhead Primary School). It now has 500 girl pupils, and has an excellent reputation. There are now 3,000 Community Schools in Zambia, with about 8,000 voluntary teachers, mostly with no formal training, and 600,000 children. Each school is owned and run by the local community and ZOCS supports them through training in teaching, management and leadership skills, and helps them to move towards self-sufficiency through initiatives such as agriculture and animal husbandry along with a “soft” loan to get them started. So far about 100 schools have been helped in this way, and about 400 teachers have been trained, so there is plenty more work still to do. ZOCS is directly involved in the management of 520 schools, and also acts as a voice for all Community Schools in discussions to formally recognise these schools and to find the best way to establish a partnership with Government. Community Schools overall have a very good academic record, in spite of their daily struggles. Many parents cannot afford even the 50p per term fee, so there is very little money for teachers; a UN World Food Programme providing high protein snacks has been withdrawn, and typically children arrive


hungry and leave hungry. However, there are many teachers, doctors and other people with useful and responsible jobs in the community, whose education started at a Community School. Through their country-wide network, ZOCS delivers “Alive and Kicking” footballs and netballs for the Trust, and next year will also distribute sets of football kit from UK clubs through the generosity of Ben Van Nes and the “Sussex to Africa” project. These are very much valued by the children, and the pride in receiving a proper ball ripples on to greater motivation in their lessons.

The Trustees would like to thank Glen Cumming, Simon Hilditch and Jane Thiongo of Alive and Kicking.

Also Harriet Sianjibu-Miyato of ZOCS and to Whiteson Chenge who continues to assist with this

project.

Roger Thompson

APTERS (Appropriate Paper Technology) Group: £2,000

APTERS continues to offer amazing mobility aids to disabled children, made from papier maché and tailored to each child’s specific needs. These are sold at a very reasonable price, but where the family cannot afford to pay they are given the aids and the cost is covered by grants from the Trust and others. So far nobody has ever been turned away for lack of funds. The aids enable children to sit or stand or walk, and without them they would be have to spend their lives lying on the floor. They play an important part in a child’s therapy. The children come from all over Zambia, and about eighteen children per week are being seen at the moment. As usual, the project director, Kenneth Habaalu, gave us a warm welcome and showed us round. He was proud to show us the newly built foundation slab for the extension, which will make it possible for children to be assessed and measured in a private room away from the main room where the aids are constructed and painted. We met the eight staff who design and manufacture the aids, most of whom are themselves disabled. They also raise money by making items for sale e.g. necklaces, pencil holders, toy boxes and piggy banks.

The picture above shows a child being measured for a chair. Elisabeth Young and John Barnard


Education Grants: £12,500

Information on the Education Grant Scheme

Each year the Trust assists disadvantaged Zambian students to pursue educational, technical, and

vocational courses in Zambia on completion of their secondary education after Grade 12. The courses

supported are normally up to a maximum of two years in duration, and the partial grants awarded will

usually be for tuition and examination fees and sometimes accommodation costs. Funding is

channelled directly to the approved Zambian institution operating the course.

The Trust is usually able to award between 10 and 15 grants depending on available funds. The initial

short-list is drawn up by a Zambia-based Education Advisory Group which takes into account the

student’s academic record and circumstances, issues of gender, disability, location and the value, cost

and length of the course. The final selection is made by the UK Education committee.

Application Forms for courses for the following year are available from March until the closing date at

the end of August. Successful applicants are notified in November for courses commencing in the

following year.

Forms (available from March to August each year) may be obtained by writing to Education Grants

Coordinator, Post Net No. 66, Private Bag E 835, Lusaka or may be downloaded from the Zambia

Society Trust website www.zambiasocietytrust.org.uk/educationgrants.htm

This year over 70 applications were received from students from all parts of the country. The courses

applied for covered a wide range of disciplines at universities, colleges, institutions and trades training

institutes.

Three students were awarded grants to continue their courses from 2013 and there were eleven new

awards for courses in 2014.

3 CONTINUING AWARDS

Dingani Nzima : Diploma in Secondary Teaching at Mufulira Teachers College

Lucy Kasongo : Diploma in Maths Teaching at Mufulira Teachers College

Rabecca Chaka : Diploma in Business Management at Zambia Institute of Business Studies & Industrial Pracice- Copperbelt University Kitwe

11 NEW AWARDS

Nyimbili Nyanje : BA in Education at University of Zambia Lusaka

Robert Phiri : Diploma in Radiology at Evelyn Hone College Lusaka

Dorcas Nsalange : Bach. of Law at Zambia Open University Kitwe

Dickson Mpala : Bach. of Education (Science) at Copperbelt College of Education Kitwe

Chilufya Chisense : Bach. in Mass Communications at Cavendish University Lusaka

Yelliman Phiri : Diploma in Water Engineering at Natural Resources Development College Lusaka

Lydia Namangolwa : BA in Secondary Education at University of Barotseland Mongu

Khumbo Nkhata : Diploma in Food & Nutrition at Natural Resources Development College Lusaka

http://www.zambiasocietytrust.org.uk/educationgrants.htm


Mwendalubi Lipepo : Diploma in Registered Nursing at Kabwe School of Nursing & Midwifery Kabwe

Mike Phiri : Diploma in Radiography at Evelyn Hone College Lusaka

Gift Kabwesha :Diploma in Education at Immaculata Teachers College Kabwe David Powell

The Ridge Bursary Fund for Health Workers: £893

M. Med Doctors undergoing a four year training as Specialists at the University Teaching Hospital, Lusaka. The three chosen to be Ridge Bursars were Jonathan Chituwo and Godfrey Phiri in their second year

of training studying General Surgery and Orthopaedics respectively and Mwewa Mwape (pictured

below) in his first year studying General Surgery. Each was allocated up to £300 to pay for books of

their own choice supplied from the UK where they are cheaper than in Zambia. The balance was

needed for freight.

“Greetings,

Am fine. Just wanted to let you know that I

received my books and am very greatful.

Kindly find attached photos taken with the books. Please extend my sincere appreciations for the great books and the support. The books will greatly help with my studies. May God bless you. Thank you” Mwewa Mwape

Medical Licentiate Doctors

The Licentiates are Clinical Officers who have undergone a three year training in Preventive and

Curative Medicine and who become the backbone of medical services in Rural and Urban Health

Centres. After a minimum of two years in post they may apply for retraining for a further two years,

followed by a year’s internship at selected hospitals. Entry is competitive.

In 2013 the 17 who qualified were each supplied with nine textbooks each covering the main clinical

specialities, namely Medicine, Maternity and Child Care and Surgery.

Next year 28 will qualify demonstrating the success of this training, which started in Zambia about 15

years ago. More funds will be needed in future if the full range of these books are to be donated to

each student.

James Cairns


Administration

The Officers of the Trust and members of the Trust Committee are elected at the Annual General

Meeting. The Trust does not employ any staff: the Officers and Committee members are all volunteers.

The Chairman, Treasurer, Secretary and Editor of the publications are entitled to receive a

contribution towards their expenses. By kind permission of HE the Zambia High Commissioner, Annual

General Meetings of the Trust are usually held at Zambia House, 2 Palace Gate, Kensington, London.

Most Trustee meetings are held at 108 The Cut, London.

Membership Report

There has been a reduction in Membership income which is concerning. Members are being reminded

to ensure that their subscriptions are paid on a timely basis and to ensure any arrears are paid up. This

reduction in income, which is mainly due to age and illness, is something the Trust is actively seeking

to redress. One of the initiatives being undertaken is the development of a new website site coupled

with a social media presence on Twitter and Facebook.

Please encourage friends and acquaintances that may have an interest in Zambia to join us. The

subscription rate remains at £30 per annum.

It has been encouraging to note that increasing numbers of members receive the newsletters and

other correspondence by email now which greatly helps to keep administration and postage charges

down.

If you are not already doing so please change to standing order through your bank – this can also be

done by internet banking. Thank you to those who already do this and also those members who add

a generous donation to their subscription. If you are a tax payer please remember to fill in a Gift Aid

Form to add value to your subscription and donations.

Please inform Eileen Hamilton or Anne Fraenkel if there are changes to your postal or email address.

Eileen Hamilton and Andrew Rose

Publications

News from Zambia

Our monthly digest of news from the Zambian and international press continues to keep our members

up-to-date with the latest news and developments in Zambia - political, economic, social, cultural,

sporting, and anything else we think may be of interest. This newsletter is exclusively for members of

the Trust, and is one of the 'perks' of membership. Over three-quarters of the membership now

receive it by email around the 2nd of each month; the rest receive copies by post a few days later. The

number of email subscribers continues to grow as members realise that the substantial costs involved

in printing and postage can be better spent on the projects supported by the Trust in Zambia. We urge

all members who still receive newsletters by post to change to an email subscription if they possibly

can.


ZST News

This quarterly newsletter is intended primarily to update members on the activities of the Trust. It

contains reports and updates with photos from the projects we support in Zambia, including visits

made by trustees and other members to these projects. We also include news of fundraising activities,

both those organised formally by the Trust and others undertaken by enthusiastic individual members

and supporters. From time to time there are book reviews and news of people who have lived and

worked in Zambia - and anything else we think may be of interest to our members!

WEBSITE: www.zambiasocietytrust.org.uk

Our website is the Trust's public face to the world, an important source of information about our work

for casual visitors and potential new members alike. With a range of downloadable forms, we have

made it much easier for visitors to join or just donate, and students in Zambia applying for education

grants can download an information sheet and application form. We regularly update the website

with news of the projects we support in Zambia, the fundraising activities of our members and

supporters and events of various kinds. There are also details of how to buy the cards and notelets

and Dick Hobson’s book Tales of Zambia, profits from which all go to support the Trust’s projects in

Zambia.

The website statistics have changed very little since last year. The number of visitors is slightly down,

but 81% of them are new visitors to the site, an increase from last year’s 78%. The largest number

come as usual from the UK though fewer than last year; at the same time, the number of visitors from

Zambia has gone up for the second year in a row, probably because more potential applicants for

education grants now have access to the internet and are able to download the application forms. A

total of 110 countries are represented in the statistics, the largest number ever.

Plans for a professionally re-designed website are well under way and it is hoped to launch it early in

2015.

Anne Fraenkel

Cards

The Trust sells its cards for two reasons:

To publicise our work

To raise a small amount of money. The Trust has sold £4,136 worth of cards and books over the past 5 years at a cost of £1,540 making a profit of £2,599. Sales of cards this year have been reduced, first because some of the usual outlets have not been available to us, and secondly because we only have our existing stock to sell. There are a large number of the Common Bulbul, the Bush Baby and the Double Collared Sunbirds in colour and of the Kudu at Water and the Herdsmen with Cattle in black and white. The Trust has postponed its decision whether to print a new Christmas card. The Zambian High Commission has made available a number of good pictures, one or two of which would make a good Christmas card. We will be making a decision about this in 2015. David Goodacre


Risk Assessment

The Trustees maintain a risk policy, which is reviewed on an annual basis.

David Goodacre

Fund raising

Fundraising is fundamental to the success of the Trust’s activities and this year has been a difficult one with income down on last year. For this reason a decision was made to try and increase the profile and awareness of the Trust in order to raise more money for our Zambian projects on a sustainable basis. With this in mind the Trustee’s felt that the Trust’s website was in need of a face lift. We went out to tender for a newly designed website complete with a facility to make it easy to donate money and to sell our cards and other merchandise on line. A tender was accepted and the work was commissioned after the September committee meeting voted to proceed and thanks to some generous corporate benefactors we’ve managed to raise almost enough in donations to cover all the new website’s costs. We are hopeful to have a beta version operational in time for the AGM in November and for the new website to be live very early next year complete with links to social media as well. This is the first step on the ladder to raise more money: we hope that the new website will draw more attention to the work carried out by the Trust and enable us to use it as a tool to target more corporate organisations for sponsorship and donations. Preparations are already in hand behind the scenes compiling information and ideas for next year. Peter Fleming


Finance

The financial result for the Trust shows an overall income of £31,708 and, after deducting

administrative expenses of £3,805 and charitable expenditure of £35,102, a net expenditure of £7,199.

Subscription income and Trust fund raising activities

Overall subscription and Trust fund raising activities generated an income of £17,962 representing

56% (2013: 52%) of the total income for the year. This is a decrease of £3,784 on the equivalent figure

last year. This is of great concern to the Trustees as income reduction has been seen in subscriptions,

and from card sales, the Sussex Golf Day and investment income. A major initiative is currently in

progress to increase the profile of the Trust via an upgraded website and a social media presence on

Twitter and Facebook.

During the year the Trust organised golf days at the Mid – Sussex Golf Club, Ditchling, and at Rudding

Park Golf Club, Harrogate. Those generated a net income of £3,844 (2013: £4,592). Sadly due to a lack

of support the golf day at Mid – Sussex in July 2014 had to be cancelled but it is hoped that there will

be sufficient support to enable the golf day to be reinstated in July 2015.

Card sales (notelets, general cards and Christmas cards) produced an income of £354. Great efforts

have been made by the Trustees in general and David Goodacre in particular to generate income from

card sales, but the opportunities to sell them are limited and consequently the Trust’s strategy

towards promoting the sale of cards, other than selling our current card stock, is under review.

Donations received for the Joy Goodacre Memorial Fund and the proceeds for the sale of Dick

Hobson’s Tales of Zambia book are invested in the Joy Goodacre Memorial Fund and the Ridge Hobson

Fund respectively.

Donations to General Funds

Last year we received donations totalling £14,623 which included a single donation of £10,000 from

Jo Herkes who so kindly donated this sum shortly before she sadly passed away. During the current

year although no single donation exceeded £1,500 we did receive donations in celebration of a

wedding which totalled in excess of £2,200.

Other fund raising activities undertaken by our supporters included organising a very successful coffee

morning in Durham and speaking fees donated by two of our long standing fund raisers.

Donations to Specific Funds

In recognition of the work undertaken by James and Faith Cairns on behalf of the Trust, the Trustees

have established a new restricted fund in the names of James and Faith with the intention of

supporting licentiate doctors. The fund is in its infancy but I am glad to report that we generated

donations totalling £1,000 to this fund which is an encouraging start.

We also received a single donation of £2,000 for the Education Fund and a series of donations totalling

£1,500 for the Joy Goodacre Fund.


NRPA Fund

The support given by the Northern Rhodesia Police Association (“NRPA”) to the Trust’s education

projects for the last seven years has been coordinated by John Coates. During the year the Trust was

informed that the NRPA no longer felt able to build and expand on their support for the Trust’s

education programmes and consequently they were going to bring their formal support to an end.

They are though handing over a number of regular individual donors all of whom have agreed to

continue with their annual donations to the Trust for which we are very grateful. As a consequence

the Trustees have decided to close the NRPA Fund and transfer its funds into the Education Fund. The

Income Statement and Balance Sheet, including the comparative figures for 2013, have been adjusted

to reflect this.

The Trustees would like to thank John Coates for his hard work in developing the NRPA’s support for

the Trust.

Management and administration expenditure

Management and administration expenditure of £3,655 represented 38% of our total subscription

income (2013: 38%). We reimbursed the travel costs of last year’s AGM guest speaker; I am pleased

to report that we received a donation, included in general fund donations, to specifically cover this

cost.

Our print costs continue to reduce as members receive copies of their newsletters by email there by

reducing our print costs.

Finally I would like to record my thanks to Janet Lucas for her support and help throughout the year.

Andrew Rose


The Zambia Society Trust

Income and Expenditure for the year ended 30 June 2014

Unrestricted Restricted Designated Total Total

Funds Funds Funds 2014 2013

Notes £ £ £ £ £

Incoming Resources

Subscriptions 9,565 9,565 11,264

Donations - General Funds 6,747 6,747 14,623

Contribution to meetings 680 680 500

Cards & Books 354 354 765

Inland Revenue Tax Refunds 1,328 1,328 1,653

Sussex Golf Day - Orphans' Projects 1,905 1,905 2,646

Harrogate Golf Day - Orphans' Projects 1,939 1,939 1,946

Investment Funds & Deposits

Income from Investments 3,374 3,374 4,314

Interest on COIF Deposit Account 145 145 311

Specific Donations

Joy Goodacre Memorial Fund 1,500 1,500 1,200

Education Fund 2,670 2,670 760

Footballs & Netballs Fund 83 83 396

Seeds Fund - 50

Ridge Hobson Fund 318 318 158

Orphan Fund 100 100 200

James and Faith Cairns Fund 1,000 1,000 475

Total Incoming Resources 18,819 8,862 4,027 31,708 41,261

Resources Expended

Charitable Expenditure

Grants to Individuals 4 12,500 12,500 7,000

Grants to Orphan Projects 5 17,500 17,500 18,500

Grant to APTERS 5 2,000 2,000 2,000

Ridge Hobson Fund 5 893 893 3,031

Footballs & Netballs Fund 5 2,000 2,000 2,000

Seeds Fund 50 50 500

Bank charges - grant transfers to Zambia 5 159 159 140

Management & Administration

Postage, printing and sundry expenses 362 150 512 1,633

Printing & shipping Tales of Zambia - - 2,078

Cards & books 28 28 -

Meeting expenses & AGM 787 787 350

Newsletter & Annual Report 2,478 2,478 2,263

Total Resources Expended 5,814 13,543 19,550 38,907 39,495

Net Incoming/ (Outgoing) Resources 13,005 (4,681) (15,523) (7,199) 1,766

Fund balances brought forward at 1 July 2013 37,320 85,149 5,455 127,924 129,807

(Decrease)/increase in investment unit values 116 116 (3,649)

Transfers from Unrestricted Funds (24,264) 9,952 14,312 - -

Fund Balance as at 30 June 2014 26,061 90,536 4,244 120,841 127,924



Balance Sheet as at 30 June 2014

2014 2013

Notes £ £

Cash at bank

NatWest Current Account 8,452 6,672

COIF Deposit Funds 6 34,030 43,010

42,482 49,682

Investments

Ridge Hobson Fund 7 44,963 44,896

Joy Goodacre Memorial Fund 7 9,440 9,426

Education Fund 7 23,956 23,920

78,359 78,242

Net current assets 120,841 127,924

Represented by:

Restricted Funds

Ridge Hobson Fund 7 48,857 47,580

Joy Goodacre Memorial Fund 7 12,546 11,069

Education Fund 7 27,658 26,025

James and Faith Cairns Fund 7 1,475 475

90,536 85,149

Designated Funds

Seeds Fund - 50

Footballs and Netballs Fund 83 396

Orphans Fund 3,944 4,792

Jellis Education Fund 217 217

4,244 5,455

Unrestricted Funds 26,061 37,320

Total Funds 120,841 127,924

The Accounts were approved by the Trustees on 22nd November 2014



Notes to the accounts for the year ended 30 June 2014

1. BASIS OF PREPRARATION

The Accounts have been prepared on a receipts and expenditure basis in accordance with

the Charities Act 2011 and the Charities (Accounts and Reports) Regulations 2008.

2. FUND ACCOUNTING

Unrestricted Funds

Funds which can be used at the discretion of the Trustees in furtherance

of the Objects of the Trust.

Designated Funds

Funds which are set aside for specific purposes and include donations to

appeals for projects.

Restricted Funds

Funds which have been donated for specific purposes and are held in charity

investment and deposit funds. The income raised thereby is used for the award of

grants and bursaries.

3. RESERVES POLICY

Unrestricted and Designated Funds raised in the financial year ended 30 June are allocated, at the

discretion of the Trustees, to various projects in accordance with the objects of the Trust

and distributed in immediate subsequent financial years.

4. INDIVIDUAL GRANTS: EDUCATION FUND

2014 2013

Funds transferred to Zambia £12,500 7,000

Balance retained in Zambia as at 30 June ZMW42,974 ZMW8,632



Notes to the accounts for the year ended 30 June 2014

5. GRANTS TO PROJECTS

2014 2013

£ £

Grants to Orphan Projects

St Francis, Katete 4,500 4,500

St Lawrence, Misisi 4,500 4,500

St Martin's, Kitwe - 1,000

St Mary's, Matero 1,000 1,500

St John's OVC 1,500 2,000

Jesuit Missions, Mpunde 3,000 2,500

Kwasha Mukwenu 3,000 2,500

17,500 18,500

Footballs & Netballs Fund

Footballs & Netballs purchased 2,000 2,000

Other Grants

Ridge Hobson grants 893 3,031

APTERS 2,000 2,000

Seeds Fund

St John's OVC 50 500

22,443 26,031

Bank charges 159 140

22,602 26,171

6. COIF Deposit Fund

2014 2013

£ £

Represented by:

Restricted Funds

Education Fund 3,702 2,105

Joy Goodacre Memorial Fund 3,106 1,643

Ridge Hobson Fund 3,894 2,684

James and Faith Cairns Fund 1,475 475

Designated Funds

Seeds Fund - 50

Footballs and Netballs Fund 83 396

Orphans Fund 3,944 4,792

Jellis Education Fund 217 217

Unrestricted General Fund 17,609 30,648

34,030 43,010

7. Restricted Funds

Total Total

Unit Unit price Unit value Deposits 2014 2013

Quantity £ £ £ £ £

Ridge Hobson Fund 35,078.14 1.2818 44,963 3,894 48,857 47,580

Joy Goodacre Memorial Fund 7,364.56 1.2818 9,440 3,106 12,546 11,069

Education Fund 18,688.87 1.2818 23,956 3,702 27,658 26,025

James and Faith Cairns Fund - - - 1,475 1,475 475

78,359 12,177 90,536 85,149


INDEPENDENT EXAMINERS REPORT TO MEMBERS OF THE ZAMBIA SOCIETY TRUST

I report on the accounts of the Zambia Society Trust for the year ended 30 June 2014, which are set out on pages 15 to 18.

Respective responsibilities of Trustees and examiner

The charity’s Trustees are responsible for the preparation of the accounts. The charity’s Trustees consider that an audit is not required for this year under section 144(2) of the Charities Act 2011 (the 2011 Act) and that an independent examination is needed.

It is my responsibility to:

examine the accounts under section 145 of the 2011 Act;

to follow the procedures laid down in the general Directions given by the Charity Commission under section 145(5)(b) of the 2011 Act; and

to state whether particular matters have come to my attention.

Basis of independent examiner’s report

My examination was carried out in accordance with the general Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from you as Trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit and consequently no opinion is given as to whether the accounts present a ‘true and fair view’ and the report is limited to those matters set out in the statement below.

Independent examiner’s statement

In connection with my examination, no matter has come to my attention:

1. which gives me reasonable cause to believe that in any material respect the requirements:

to keep accounting records in accordance with section 130 of the 2011 Act; and

to prepare accounts which accord with the accounting records and comply with the accounting requirements of the 2011 Act have not been met; or

2. to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.

Silvernos Chinganga MSc ACMA CGMA 23 Park Meadow Avenue Bilston West Midlands WV14 6HA

22nd November 2014


The Zambia Society Trust is a British-registered charity devoted to the relief of poverty, disability and

sickness, the promotion of good health and the advancement of education in Zambia.

Any person over the age of 18 years may become a member on payment of a minimum subscription

of £30 a year. Institutions, firms and companies are welcome to join as corporate members on

payment of a minimum annual subscription of £50.

Charities registered in the UK are invited to be corporate members without subscription.

Individuals and bodies who do not wish to become members, but would like to make regular donations

to the Trust, are welcomed as supporters.

Application forms are available from our website or from the Membership Secretary:

Mrs Eileen Hamilton Flat 8, Doreen Ramsay Court, 108 The Cut, London SE1 8LN. Email: [email protected]

Telephone 0207 401 7636

If you would like to make a one-off donation to support the work of the Trust, please download a Gift

Aid form (if you are a UK taxpayer) so that we can reclaim the tax, and send it together with your

cheque made payable to the Zambia Society Trust to:

Andrew Rose, Treasurer 1 Home Farm Court, Church Street, Goldsborough, North Yorkshire, HG5 8NR. Email: [email protected]

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