"ZISIZE" THE HEATON LEE MEMORIAL TRUST

Charity number: 1085470
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Educational resource centre and feeding programme in Ingwavuma, Kwa Zulu Natal, South Africa.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £22,794
Total expenditure: £15,070

People

4 Trustee(s)

1 Volunteer(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • Education/training
  • Overseas Aid/famine Relief
Who the charity helps:
  • Children/young People
How the charity helps:
  • Makes Grants To Organisations
  • Provides Human Resources
  • Provides Buildings/facilities/open Space
Where the charity operates:
  • South Africa

Governance

Registration history:
  • 09 March 2001: Standard registration
Organisation type:
Other
Other names:
  • ZISIZE (Working name)
  • THE HEATON LEE MEMORAL TRUST (Previous name)
  • THE HEATON LEE MEMORIAL TRUST (Previous name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Risk management
  • Safeguarding policy and procedures
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Land and property:
This charity does not own and/or lease land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

4 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
MENNA JENKINS Trustee
None on record
DAVID NEIL WATKINS Trustee
None on record
DAVID COOPER Trustee
None on record
KARYL MARIE MANN Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £23.69k £24.82k £19.98k £24.97k £22.79k
Total expenditure £38.12k £15.71k £26.19k £17.79k £15.07k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 March 2024 13 November 2024 On time
Accounts and TAR 31 March 2024 Not required
Annual return 31 March 2023 24 January 2024 On time
Accounts and TAR 31 March 2023 Not required
Annual return 31 March 2022 09 October 2022 On time
Accounts and TAR 31 March 2022 Not required
Annual return 31 March 2021 08 December 2021 On time
Accounts and TAR 31 March 2021 Not required
Annual return 31 March 2020 23 November 2020 On time
Accounts and TAR 31 March 2020 Not required
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Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

DECLARATION OF TRUST DATED 29 MARCH 1999

Charitable objects

1) THE ADVANCEMENT OF LEVELS OF EDUCATION BY: - A) THE ESTABLISHMENT OF RESOURCE CENTRES, WHICH WILL ACT AS ANY OR ALL OF THE FOLLOWING: - I) A LENDING LIBRARY WHERE BOOKS, TOYS AND OTHER EDUCATIONAL MATERIALS CAN BE BORROWED FOR USE BY CHILDREN OR ADULTS WORKING WITH CHILDREN. II) A REFERENCE LIBRARY WHERE TEACHERS CAN ACCESS MATERIALS AND EQUIPMENT TO CREATE THEIR OWN RESOURCES III) A PLACE WHERE CHILDREN WHO HAVE MISSED A LOT OF SCHOOLING CAN BE GIVEN INDIVIDUAL HELP IV) A PLACE WHERE ADULTS WISHING TO FURTHER THEIR EDUCATION CAN ACCESS LIBRARY FACILITIES AND CAN RECEIVE HELP IF REQUIRED OR V) WILL FULFIL ANY OTHER FUNCTION WHICH THE TRUSTEES DEEM TO BE CONSISTENT WITH THE MAIN OBJECT B) THE PROVISION OF FUNDS TO ASSIST COMMUNITIES TO BUILD OR RENT NECESSARY CLASSROOMS, WHEN FUNDS ARE NOT AVAILABLE FROM ANY OTHER SOURCE C) THE PROVISION OF FUNDS TO BUILD RESOURCE CENTRES, WHERE NO ALTERNATIVE ACCOMMODATION IS AVAILABLE AND TO MAINTAIN BUILDINGS PROVIDED BY THE COMMUNITY FOR THE ESTABLISHMENT OF A RESOURCE CENTRE. D) THE PROVISION OF FUNDS TO PAY SUBSISTENCE ALLOWANCES AND TRAVEL/HEALTH INSURANCE PREMIUMS, WHERE NECESSARY AND AT THE DISCRETION OF THE TRUSTEES, TO ENABLE VOLUNTEERS FROM BRITAIN AND PARTICULARLY SOUTH WALES AND LANCASHIRE, TO INITIATE PROJECTS OR ASSIST COMMUNITIES IN ANY EXISTING EDUCATIONAL ESTABLISHMENT OR PROJECT. E) THE PROVISION OF FUNDS TO INDIVIDUAL SCHOOLS WHERE THERE IS A SPECIAL NEED OR WHERE A DONOR HAS REQUESTED THAT THEIR MONEY BE USED IN THAT WAY. F) THE PROVISION OF BURSARIES, AT THE DISCRETION OF THE TRUSTEES, TO ENABLE YOUNG PEOPLE AND ADULTS WITHOUT FINANCIAL MEANS, WHO LIVE IN RURAL COMMUNITIES IN SOUTH AFRICA TO ACCESS FURTHER EDUCATION. G) THE FORGING OF LINKS BETWEEN SCHOOLS IN SOUTH AFRICA AND THE UNITED KINGDOM. 2) TO ALLEVIATE POVERTY IN RURAL AREAS BY: - A) THE PROVISION OF FUNDS (DONATION OR INTEREST FREE LOAN) OR PERSONNEL, TO INITIATE SMALL SUSTAINABLE PROJECTS WHICH WILL GENERATE INCOME IN POOR COMMUNITIES WITH FEW EMPLOYMENT OPPORTUNITIES. B) THE PROVISION OF FUNDS TO ENABLE INDIVIDUALS TO RECEIVE TRAINING WHICH WILL BENEFIT A PROJECT IN THEIR COMMUNITY OR IN GENERAL. C) THE PROVISION OF FUNDS TO ATTRACT PROJECTS WHICH WILL BRING WATER, ELECTRICITY OR TOILET FACILITIES TO A COMMUNITY. D) THE PROVISION OF INFORMATION REGARDING WELFARE BENEFITS AND THE LOAN OF FUNDS TO ENABLE THOSE ENTITLED TO BENEFIT, TO PURCHASE THE LEGAL EVIDENCE NECESSARY TO OBTAIN THEIR ENTITLEMENT. E) ANY MEANS WHICH THE TRUSTEES DEEM TO BE CONSISTENT WITH THE OBJECTS AND ETHOS OF THE CHARITY.

Area of benefit

The area the charity can operate in, as set out in its governing document.

RURAL COMMUNITIES IN SOUTH AFRICA

Contact information

Address:
The Garden House
Trelleck
MONMOUTH
Gwent
NP25 4PA
Phone:
07779786918
Email:
NIKI@ZISIZE.ORG.UK
Website:

www.zisize.org.uk Open in new window