Finance Score: 2

Governance Score: 1

Support Score: 0

Strong growth: +2
No PartB

No conflicts policy: -1
Only 4 Trustees: -1
Gender balanced board: +3

No supporters identified

Overall GiG Score: 3

FRIENDS OF MONZE

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.

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker
There has been strong growth in spending over the last 5 years, despite a decline more recently
There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
There are only 4 trustees

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
31/12/22	£131	£127	£4	n/a	n/a	n/a	n/a	n/a	4
31/12/21	£132	£139	£-8	n/a	n/a	n/a	n/a	n/a	6
31/12/20	£102	£100	£2	n/a	n/a	n/a	n/a	n/a	4
31/12/19	£137	£138	£0	n/a	n/a	n/a	n/a	n/a	3
31/12/18	£103	£103	£1	£0	£0	£0	n/a	0	6
31/12/17	£49	£53	£-4	£0	£0	£0	n/a	0	0
31/12/16	£34	£36	£-2	£0	£0	£0	n/a	0	0
31/12/15	£26	£35	£-9	£0	£0	£0	n/a	0	0
31/12/14	£54	£37	£17	£0	£0	£0	n/a	0	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 10 years

www.friendsofmonze.org

deana.owen@friendsofmonze.org

07807660543

Charity Commission for England and Wales

Listed activities

Disability
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
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 Organisations
Provides buildings/facilities/open space

Where it operates

Bridgend, Zambia,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities

Who works here?

Unknown number of employees
4 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Brian Mercer Trust - Grant to Friends of Monze
£2,000	15/07/2021	Improving rights awareness amongst traditional leaders, school children and women's groups in a rural area of Zambia

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

BELINDA JOAN GREEN Appointed: 2019

MRS VIRGINIA JANE DEANA OWEN (Chair) Appointed: 2013

PAUL GREEN Appointed: 2016

PETER ANFIELD DAVIES MR Appointed: 2024

Legal constitution

Charity registered in England & Wales on 27/11/2013, number: 1154762

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

9 returns made; all on time

Recent reorganisation events:

Asset transfer in from MAYA PROJECT on 03/05/2023

Main office

11 Clos Castell Newydd
BRIDGEND
Mid Glamorgan
CF31 5DR

Objectives

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

Data Sources