Finance Score: 0

Governance Score: 2

Support Score: 0

No PartB

12+ Trustees: -1
Gender balanced board: +3

No supporters identified

Overall GiG Score: 2

THE ZAMBIA SOCIETY TRUST

The Objects of the Trust are to help the poor, especially orphans, promote better health, education and the acquisition of skills in Zambia

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

There are 13 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
30/06/23	£57	£55	£2	n/a	n/a	n/a	n/a	n/a	0
30/06/22	£66	£72	£-6	n/a	n/a	n/a	n/a	n/a	2
30/06/21	£43	£43	£0	n/a	n/a	n/a	n/a	n/a	0
30/06/20	£49	£45	£4	n/a	n/a	n/a	n/a	n/a	0
30/06/19	£47	£41	£6	n/a	n/a	n/a	n/a	n/a	0
30/06/18	£42	£34	£8	£0	£0	£0	n/a	0	0
30/06/17	£37	£31	£6	£0	£0	£0	n/a	0	0
30/06/16	£35	£37	£-1	£0	£0	£0	n/a	0	0
30/06/15	£41	£45	£-4	£0	£0	£0	n/a	0	0
30/06/14	£32	£39	£-7	£0	£0	£0	n/a	0	0
30/06/13	£41	£39	£2	£0	£0	£0	n/a	0	0
30/06/12	£51	£34	£16	£0	£0	£0	n/a	0	0
30/06/11	£33	£41	£-8	£0	£0	£0	n/a	0	0
30/06/10	£40	£40	£1	£0	£0	£0	n/a	0	0
30/06/09	£51	£24	£27	£0	£0	£0	n/a	0	0
30/06/08	£38	£47	£-9	£0	£0	£0	n/a	0	0
30/06/07	£48	£27	£21	£0	£0	£0	n/a	0	0
30/06/06	£34	£36	£-2	£0	£0	£0	n/a	0	0
30/06/05	£30	£33	£-3	£0	£0	£0	n/a	0	0
30/06/04	£37	£33	£4	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 32 years

www.zambiasocietytrust.org.uk

andrew.rose@zambiasocietytrust.org.uk

07785308113

Charity Commission for England and Wales

Tweets

Listed activities

Amateur Sport
Education/Training
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Zambia,

Who it helps

Children/Young People
Elderly/Old People
People Of A Particular Ethnic Or Racial Origin
People With Disabilities

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (13)

Gender Split

ANDREW SIMON ROSE FCA CF

ANNE FRAENKEL

DAVID WILLIAM NICHOLLS Appointed: 2020

GRETTA BLANCHE HUDSON Appointed: 2017

JENNIFER HEALY Appointed: 2013

JOHN MELVILLE HUNTER Appointed: 2023

KEN HAMILTON

MATHIAS MACKSON MBEWE Appointed: 2011

SUSAN DIANA HEATH HOBSON Appointed: 2019

TIMOTHY JOHN LEGGE (Chair) Appointed: 2022

ELISABETH ANN SHEPHERDSON YOUNG MBE, Other trusteeship: JEAN HICK FUND,

EILEEN MARGARET HAMILTON, Other trusteeships: THE FRIENDS OF ST FRANCIS KATETE CHARITABLE TRUST, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF WATERLOO,

JOHN MIDDLETON BARNARD, Other trusteeship: GROWING COMMUNITIES-ZAMBIA,

Legal constitution

Charity registered in England & Wales on 13/02/1992, number: 1008155

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Financial reserves policy and procedures
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures

Filing Record

20 returns made; all on time

Main office

Croft House
Mungrisdale
PENRITH
CA11 0XR

Objectives

TO RELIEVE POVERTY AND SICKNESS TO PREVENT DISEASE AND TO ADVANCE EDUCATION IN ZAMBIA.

Defined Area of Benefit:

ZAMBIA

Data Sources

Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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