"ZISIZE" THE HEATON LEE MEMORIAL TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 9 March 2001
Removed: Not supplied
Financial period: 1 April 2024 – 31 March 2025
Latest income: £16,193
Latest expenditure: £20,515
Gift Aid: Yes
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: The Garden House, Trelleck, MONMOUTH, Gwent, NP25 4PA

Website recorded by the regulator: www.zisize.org.uk (displayed as text)

02 Activities

What the charity does

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

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Cycle Reference: AR25
Reporting Due Date: 31 January 2026
Date Annual Return Received: 9 January 2026
Total Gross Income: £16,193
Total Gross Expenditure: £20,515

Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Cycle Reference: AR24
Reporting Due Date: 31 January 2025
Date Annual Return Received: 13 November 2024
Total Gross Income: £22,794
Total Gross Expenditure: £15,070

Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Cycle Reference: AR23
Reporting Due Date: 31 January 2024
Date Annual Return Received: 24 January 2024
Total Gross Income: £24,968
Total Gross Expenditure: £17,787

Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Cycle Reference: AR22
Reporting Due Date: 31 January 2023
Date Annual Return Received: 9 October 2022
Total Gross Income: £19,975
Total Gross Expenditure: £26,194

Fin Period Start Date: 1 April 2020
Fin Period End Date: 31 March 2021
Ar Cycle Reference: AR21
Reporting Due Date: 31 January 2022
Date Annual Return Received: 8 December 2021
Total Gross Income: £24,819
Total Gross Expenditure: £15,706

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Due Date: 31 January 2026
Ar Received Date: 9 January 2026
Total Gross Income: £16,193
Total Gross Expenditure: £20,515
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 1

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Due Date: 31 January 2025
Ar Received Date: 13 November 2024
Total Gross Income: £22,794
Total Gross Expenditure: £15,070
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 1

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Due Date: 31 January 2024
Ar Received Date: 24 January 2024
Total Gross Income: £24,968
Total Gross Expenditure: £17,787
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 1

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Due Date: 31 January 2023
Ar Received Date: 9 October 2022
Total Gross Income: £19,975
Total Gross Expenditure: £26,194
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Grant Making Is Main Activity: Yes
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 1

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 April 2020
Fin Period End Date: 31 March 2021
Ar Due Date: 31 January 2022
Ar Received Date: 8 December 2021
Total Gross Income: £24,819
Total Gross Expenditure: £15,706
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Grant Making Is Main Activity: Yes
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 1

05 Official extract

Charity Area Of Operation

Geographic Area Type: Country
Geographic Area Description: South Africa
Parent Geographic Area Type: Continent
Parent Geographic Area Description: Africa
Welsh Ind: No

06 Official extract

Charity Classification

Classification Code: 106
Classification Type: What
Classification Description: Overseas Aid/famine Relief

Classification Code: 201
Classification Type: Who
Classification Description: Children/young People

Classification Code: 305
Classification Type: How
Classification Description: Provides Buildings/facilities/open Space

Classification Code: 102
Classification Type: What
Classification Description: Education/training

Classification Code: 302
Classification Type: How
Classification Description: Makes Grants To Organisations

Classification Code: 304
Classification Type: How
Classification Description: Provides Human Resources

07 Official extract

Charity Event History

Charity Name: "ZISIZE" THE HEATON LEE MEMORIAL TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2001-03-09T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: 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 RESOURCESIII) A PLACE WHERE CHILDREN WHO HAVE MISSED A LOT OF SCHOOLING CAN BE GIVEN INDIVIDUAL HELPIV) A PLACE WHERE ADULTS WISHING TO FURTHER THEIR EDUCATION CAN ACCESS LIBRARY FACILITIES AND CAN RECEIVE HELP IF REQUIREDOR V) WILL FULFIL ANY OTHER FUNCTION WHICH THE TRUSTEES DEEM TO BE CONSISTENT WITH THE MAIN OBJECTB) THE PROVISION OF FUNDS TO ASSIST COMMUNITIES TO BUILD OR RENT NECESSARY CLASSROOMS, WHEN FUNDS ARE NOT AVAILABLE FROM ANY OTHER SOURCEC) 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: RURAL COMMUNITIES IN SOUTH AFRICA

09 Official extract

Charity Other Names

Charity Name Id: 298636
Charity Name Type: Working name
Charity Name: ZISIZE

Charity Name Id: 298629
Charity Name Type: Previous name
Charity Name: THE HEATON LEE MEMORIAL TRUST

Charity Name Id: 298607
Charity Name Type: Previous name
Charity Name: THE HEATON LEE MEMORAL TRUST

10 Official extract

Charity Policy

Policy Name: Risk management

Policy Name: Safeguarding policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Social media policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Trustee expenses policy and procedures