## _**Hereford Muheza Link Society**_ 

## **TRUSTEES ANNUAL REPORT AND ACCOUNTS 2020** 

## 1. **INTRODUCTION** 

A key element of the Society’s work is the mutual exchange of visitors from and to Muheza in Tanzania.  In 2020 Covid restricted exchange visits.  However, 2020 was an exceptional year for the charity with generous donations from a range of local bodies/charities including: Hereford Diocese, Palliative Care Works, C Champion Smith, the Fitzer Lacy Trust, Medicines for Muheza, students and income from members subscriptions and activities.  Total income was £51,110 (£73,275 in 2019). The most significant donations (noting that as a small charity all subscriptions are significant) were as follows: 

|£4,000|-|Palliative Care Works|
|---|---|---|
|£2,919|-|Medical Students Donations to Education Fund|
|£3,756|-|Membership and Members contributions|
|£2,000|-|Fitzer Lacy Trust|
|£564|-|Virgin Money Giving|
|£8,866|-|Individual contributions to Hospice|
|£12,000|-|Individual contributions for funding a doctor|



The income has allowed the Charity to plan for future exchange visits of health workers between Herefordshire and Muheza District for study, teaching and clinical services.  It has also allowed the range of actions to be maintained including utilising the Palliative Care Works resource for Hospice services at Hospital Tuele in Muheza and refurbing an operating theatre.  Total expenditure was £52,553 (£69,336 in 2019).  The main items of expenditure were as follows: 

|£44,275|-|On Hospice care in Muheza|
|---|---|---|
|£1,000|-|Funding virus equipment|
|£4,111|-|Medical courses for Muheza staff|
|£1,500|-|Theatre works|



**K. A. Lappin Hon. Treasurer** 

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## 2. **ANNUAL REPORT AND REVIEW OF THE YEAR** 

## a) **The Charity** 

The name of the Association is The Hereford – Muheza Link Society. 

The Society began in the late 1980s and was part of the Herefordshire NHS Charitable Funds.  In mid 2001 the Society became an independent registered charity (no. 1086887) and continues to have very strong support from the Herefordshire NHS bodies. 

## b) **Objects of the Charity** 

These are as follows: 

The relief of sickness and the prevention of illness and suffering in Muheza District and adjacent Districts in Tanzania by: - 

- 1) providing books, information, and visits of health workers between Herefordshire and Muheza District for study, teaching and clinical services, 

- 2) facilitating the development of skills, 

- 3) providing advice and help with diagnoses, and 

- 4) the donation of equipment, drugs, dressings and monies to Muheza Hospital and District, and arranging for their delivery. 

The Trustees consider that the above objectives are consistent with the Charity Commission’s guidance on public benefit. 

## c) 

## **Structure of the Charity (as at 31[st] December, 2020)** 

- i) _**The Trustees**_ : 

Dr. J. B. Wood (Chairman) Dormington House, Dormington, Hereford, HR1 4ES. 

Mr. K. A. Lappin (Treasurer) Graphic House, Ridge Hill, Hereford, HR2 8AG. 

Mrs E. Ecroyd Lyvers Ocle Ocle Pychard Hereford, HR1 32H 

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Mr. A. R. J. Radnor, 330 Winslow Road, Bromyard, Hereford, HR7 4TX. 

Mrs. J. K. Whitcombe, 2 St Ethelberts Hospital Castle Street Hereford HR1 2NW. 

Dr. J. S. Dinnen, Minstercote, Much Birch, Hereford, HR2 8HT. 

## ii) 

## _**Membership**_ 

- 1)  Membership of the Charity is open to: 

- (i) individuals (over the age of 18 years) who are interested in furthering the work of the Charity and who have paid any annual subscription laid down from time to time by the Executive Committee, and 

- (ii) any body corporate or unincorporated association which is interested in furthering the Charity’s work and has paid any annual subscription (any such body being called in this constitution a ‘member organisation’). 

- 2) Every member has one vote. 

- 3) Each member organisation has one vote. 

iii) _**Executive Committee**_ 

- 1) The Executive Committee has not less than 8 members nor more than 12 members being: 

   - a) the honorary officers specified in the preceding clause; 

   - b) not less than 5 and not more than 9 members elected at the Annual General Meeting who shall hold office from the conclusion of that meeting. 

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In practice meetings are highly participative with all members being encouraged to both attend and participate in decisions. 

iv) _**The Annual General Meeting**_ 

This is held in the early months of the new year. 

## d) **Key Issues arising from the Accounts** 

2020 was an exceptional year for the charity with generous donations from a range of local bodies/charities including: Hereford Diocese, Palliative Care Works, C Champion Smith, the Fitzer Lacy Trust, Medicines for Muheza, students and income from members subscriptions and activities.  Total income was £51,110 

The following commentary provides a cross reference to issues of significance in the Accounts. 

## _Fund Administration_ 

All officers and volunteers have provided their services for free and the total cost is nil. 

## _Donations_ 

These are detailed in Appendices A, B and C.  Total income was £51,110 The most significant donations (noting that as a small charity all subscriptions are significant) were as follows: 

|£4,000|-|Palliative Care Works|
|---|---|---|
|£2,919|-|Medical Students Donations to Education Fund|
|£3,756|-|Membership and Members contributions|
|£2,000|-|Fitzer Lacy Trust|
|£564|-|Virgin Money Giving|
|£8,866|-|Individual contributions to Hospice|
|£12,000|-|Individual contributions for funding a doctor|



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## _Independent Examination_ 

The accounts are reviewed and signed by a CCAB accountant who is not a member of the society. 

## e) _**Reserves Policy**_ 

The Charity has no overheads or paid employees.  It plans to spend all its resources shortly after receipt and in consequence holds minimal reserves in cash accounts with Barclays Bank and Santander Bank. 

## f) 

## _**Risk Management**_ 

The Charity has two main risks and these are managed as follows: 

- i) Abuse of its financial resources.  This is managed by ensuring that all income is banked and that expenditure requires the signature of two officers of the charity.  The accounts are also reviewed by an accountant outwith the Society. 

- ii) Ill health of visitors to or from Muheza.  This is managed by providing visitors to Muheza with a small medical pack and as a UK General Hospital providing access to medical staff should visitors to the UK become ill. 

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REF
HEZA LINK
App•ndLxA
COME AND EXPENDrrLIREACCOUNT-GENERALFUND
FOR THE PERNJD 1
JAN
ARY 2020 TO 31•
DECEfiBER 2
Meal Marks Presentalon
Elpctric Meters
VIDJS Equipfflent
Theatre Returb
£300 00
e1,18SOO
É1,000.00
£1.SOO 00
Members& Member9 COnthbU￿0ThS
FitzeT Lacy Ttust
8eckys Fundiai8ln9
edi￿ne8 ForMuhÈzÈ 1mÈ￿r$I
Gift￿￿ IPro¥iwonall
Theatre Funds
E3,75S.86
E2,OOD.00
È1,124.68
£920.00
£350.00
E1,045.00
£17.95
B&nkchAryes
£25 00
Extes8of IntomÈ Over Expendiknre
£5203.49
ExeÈs*ofExpendikn￿ Overlntome
£0.00
TOTAL
£9,21349
TOTAL
E9,213.49
0 BALAN
De
EMBER 2
Openin9 Balance a8al l January, 2020
Surplu3 (Deflclll tor per￿d
Bal8nce a5 at 315t Decetnber. 2020
£8,021.49
£5.203 49
t13,224 9B
App•ndLx
WICOME AND EXPENDrruRE ACcOUNT-EDUcATK￿ FUND
FOR THE PERK)D 1st JANUARY 2020 TO 31•t DECEAIBER 2020
Di Rajgbu lees
GBrards Fees
DI MallBhyo Fee
Bankeharges
£2.446 00
SludÈntConthbutiong
£500 00 ¢Yher Contribution
É1,165.00
Relumed Subs
£32 00
E3,294.00
£250.00
£8.12
Ex¢es8ollncome O¥er Expendiiure
£000
Excess of Expendlknre O¥erlncome
E1,217.8B
TOTAL
É4,143.00 TOTAL
É4,143.00
Openin9 Balance 88gl 1 January. 2020
Sutplu& (Deficill for perhod
8&lance Bs al 1yiDecember.2020.
-£2125
-e1,2178B
-£1,239.13
Apppthdix C
FOR THE PER￿ 1$t JANUARY 2020 TO 31st DECEMBER 2020.
END
March Transfer
Apnl Transter
June TrAnsTer
SeptembErTran$fer
DecernberTran5fer
10.025.00
Individual DonÈtitsns
2,000.00
Palliabve Carg Works
21,2SO 00
Conhbullons lor Ed9ar
5,000 00
ccs
6,000.00 É44,27S.00 AdvenlAppeal
Cathedral
£125.00 JHD
Sale olcanoe
For Emanuel fees
8,868.00
4,000.00
12,000.00
2,400.00
245.00
120.00
10,000.00
£150.00
£600.00
£564.36
26.05
5,428.59
Bwnkcharyes
Interest
£0 00 Exce￿ ofExp9ndityr9
Exc9S8of Incomp over Expendi￿re
TOTAL
t44,400 00
TOTAL
£44,400.00
FUNO BALANCE AgAT31•t DECEMBER 2020
Opening Balance asat 1 January, 2020
E14,278 99
-£5,428.59
£8,9SO 40
Balance as 8131st Dettmber.2020
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