FRIENDS OF MONZE

Charity Number: 1154762
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The aim is to relieve or prevent poverty in Monze. FoM assists in the provision of education, training, healthcare projects and all the necessary support designed to enable individuals and community groups to generate income and be self-sufficient. Fund-raising activities include presentations to organisations, individual donations, and grants from grant-giving bodies.

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £126,120
Total expenditure: £132,152

People

4 Trustee(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

What the charity does:
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
  • Disability
  • The Prevention Or Relief Of Poverty
  • Environment/conservation/heritage
  • Economic/community Development/employment
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
How the charity helps:
  • Makes Grants To Organisations
  • Provides Buildings/facilities/open Space
Where the charity operates:
  • Bridgend
  • Zambia

Governance

Registration history:
  • 27 November 2013: CIO registration
  • 03 May 2023: Funds received from 1168277 MAYA PROJECT
Organisation type:
CIO
Other names:
  • NONE (Working name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints handling
  • Financial reserves policy and procedures
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
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
Mrs Virginia Jane Deana Owen Chair 10 September 2013
None on record
Peter Anfield Davies Mr Trustee 29 January 2024
None on record
Belinda Joan Green Trustee 12 August 2019
None on record
Paul Green Trustee 06 February 2016
None on record

Financial history

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Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £137.38k £101.87k £131.52k £131.47k £126.12k
Total expenditure £137.72k £100.13k £139.10k £127.34k £132.15k
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 December 2023 03 October 2024 On Time
Accounts and TAR 31 December 2023 03 October 2024 On Time Download Open in new window
Annual return 31 December 2022 07 August 2023 On Time
Accounts and TAR 31 December 2022 07 August 2023 On Time Download Open in new window
Annual return 31 December 2021 11 June 2022 On Time
Accounts and TAR 31 December 2021 11 June 2022 On Time Download Open in new window
Annual return 31 December 2020 28 July 2021 On Time
Accounts and TAR 31 December 2020 28 July 2021 On Time Download Open in new window
Annual return 31 December 2019 19 May 2020 On Time
Accounts and TAR 31 December 2019 19 May 2020 On Time Download Open in new window
Submit annual return Open in new window

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.

CIO - Foundation Registered 27 Nov 2013 as amended on 02 Oct 2023

Charitable objects

TO PREVENT OR RELIEVE POVERTY IN MONZE IN ZAMBIA BY PROVIDING OR ASSISTING IN THE PROVISION OF EDUCATION, TRAINING, HEALTHCARE PROJECTS AND ALL THE NECESSARY SUPPORT DESIGNED TO ENABLE INDIVIDUALS AND COMMUNITY GROUPS TO GENERATE A SUSTAINABLE INCOME AND BE SELF-SUFFICIENT

Contact information

Address:
11 Clos Castell Newydd
BRIDGEND
Mid Glamorgan
CF31 5DR
Phone:
07807660543
Email:
deana.owen@friendsofmonze.org
Website:

www.friendsofmonze.org Open in new window