2022-12-31-accounts - The Hereford Muheza Link Society

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Hereford Muheza Link Society

TRUSTEES ANNUAL REPORT AND ACCOUNTS 2022

1. INTRODUCTION

A key element of the Society’s work is the mutual exchange of visitors from and to Muheza in Tanzania. In 2022 Covid restricted exchange visits which have now recommenced in 2023. However, 2022 was an exceptional year for the charity with generous donations from a range of local bodies/charities including: CI Birane Foundation, C Champion Smith, Medicines for Muheza, M Pengilly, students and income from members subscriptions and activities. Total income was £77,558 (£43,229 in 2021). The most significant donations (noting that as a small charity all subscriptions are significant) were as follows:

£5,000	-	CI Birane Foundation
£5,172	-	Medical Students Donations to Education Fund
£2,267	-	Membership and Members Contributions
£1,580	-	Surgical Equipment Donations
£538	-	Enthuse
£12,430	-	Individual contributions to Hospice
£6,300	-	Medicines for Muheza
£6,600	-	M Pengilly
£20,000	-	Doctors

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 Hospice donations for Hospice services at St Augustine’s Hospital in Muheza. Total expenditure was £50,776 (£34,439 in 2021). The main items of expenditure were as follows:

£48,260	-	On Hospice care in Muheza
£2,316	-	Medical courses for Muheza staff

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, 2021)

i) The Trustees :

Dr. R Collins and K Collins The Village, Bodenham, Hereford, HR1 3JX.

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

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

S and C Scotcher, Upper House, Westhide, Hereford, HR1 3RQ.

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

2022 was an exceptional year for the charity with generous donations from a range of local bodies/charities including: CI Birane Foundation, C. Champion Smith, Medicines for Muheza, M. Pengilly, students and income from members subscriptions and activities. Total income was £77,558.

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 £77,558 The most significant donations (noting that as a small charity all subscriptions are significant) were as follows:

£5,000	-	CI Birane Foundation
£5,172	-	Medical Students Donations to Education Fund
£2,267	-	Membership and Members Contributions
£1,580	-	Surgical Equipment Donations
£538	-	Enthuse
£12,430	-	Individual contributions to Hospice
£6,300	-	Medicines for Muheza
£6,600	-	M. Pengilly
£20,000	-	Doctors

Independent Examination

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

e) Reserves Policy

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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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									Appendix A
						HEREFORD- MUHEZA LINK SOCIETY

					INCOME AND EXPENDITURE ACCOUNT

	FOR THE PERIOD 1st JANUARY, 2022 TO 31st DECEMBER, 2022

EXPENDITURE								INCOME
Memoryof Sylvester							£100.00	Members & Members Contributions	£2,267.00
								Fitzer Lacy	£1,250.00
								Charities Aid Foundation	£19.28
								Interest	£5.89
								Giftaid(Provisional)	£300.00

Excess of Income	Over Expenditure						£3,742.17	Excess of Expenditure Over Income	£0.00

TOTAL							£3,842.17	TOTAL	£3,842.17

									Appendix B
						HEREFORD- MUHEZA LINK SOCIETY

		INCOME AND EXPENDITURE ACCOUNT- EDUCATION FUND

	FOR THE PERIOD 1st JANUARY, 2022 TO 31st DECEMBER, 2022

EXPENDITURE								INCOME
W Kalimbe Fees							£2,316.00	Student Contributions	£5,172.36
								Education Fees	£1,580.00
								Paediatric Intensive Care	£1,580.00
								Gift Aid	£726.50
Bank Charges							£0.00	Interest	£9.42

Excess of Income	Over Expenditure						£6,752.28	Excess of Expenditure Over Income	£0.00

TOTAL							£9,068.28	TOTAL	£9,068.28

									Appendix C
				HEREFORD- MUHEZA LINK SOCIETY

	INCOME AND EXPENDITURE ACCOUNT FOR THE HOSPICE FUND

	FOR THE PERIOD 1st JANUARY, 2022 TO 31st DECEMBER, 2022.

EXPENDITURE								INCOME
Feb Transfer			15,000.00					Individual Donations	12,430.20
JulyTransfer			15,000.00					CI Birane Foundation	5,000.00
October Transfer			8,260.00					Medicines for Muheza	6,300.00
Nov Transfer			10,000.00				£48,260.00	CCS	2,400.00
								M Pe	6,600.00
								JS	400.00
Bank Charges							£100.00	ES	600.00
								Enthuse	£724.38
								Paypal	£1,009.27
								Advent	£246.00
								Doctors	£20,000.00
								Gift Aid	£8,926.98
								Interest	10.57

Excess of Income	over Expenditure						£16,287.40	Excess of Expenditure Over Income	0.00

TOTAL							£64,647.40	TOTAL	£64,647.40

									Appendix A
						HEREFORD- MUHEZA LINK SOCIETY

					INCOME AND EXPENDITURE ACCOUNT

	FOR THE PERIOD 1st JANUARY, 2022 TO 31st DECEMBER, 2022

EXPENDITURE								INCOME
Memoryof Sylvester							£100.00	Members & Members Contributions	£2,267.00
								Fitzer Lacy	£1,250.00
								Charities Aid Foundation	£19.28
								Interest	£5.89
								Giftaid(Provisional)	£300.00

Excess of Income	Over Expenditure						£3,742.17	Excess of Expenditure Over Income	£0.00

TOTAL							£3,842.17	TOTAL	£3,842.17

									Appendix B
						HEREFORD- MUHEZA LINK SOCIETY

		INCOME AND EXPENDITURE ACCOUNT- EDUCATION FUND

	FOR THE PERIOD 1st JANUARY, 2022 TO 31st DECEMBER, 2022

EXPENDITURE								INCOME
W Kalimbe Fees							£2,316.00	Student Contributions	£5,172.36
								Education Fees	£1,580.00
								Paediatric Intensive Care	£1,580.00
								Gift Aid	£726.50
Bank Charges							£0.00	Interest	£9.42

Excess of Income	Over Expenditure						£6,752.28	Excess of Expenditure Over Income	£0.00

TOTAL							£9,068.28	TOTAL	£9,068.28

									Appendix C
				HEREFORD- MUHEZA LINK SOCIETY

	INCOME AND EXPENDITURE ACCOUNT FOR THE HOSPICE FUND

	FOR THE PERIOD 1st JANUARY, 2022 TO 31st DECEMBER, 2022.

EXPENDITURE								INCOME
Feb Transfer			15,000.00					Individual Donations	12,430.20
JulyTransfer			15,000.00					CI Birane Foundation	5,000.00
October Transfer			8,260.00					Medicines for Muheza	6,300.00
Nov Transfer			10,000.00				£48,260.00	CCS	2,400.00
								M Pe	6,600.00
								JS	400.00
Bank Charges							£100.00	ES	600.00
								Enthuse	£724.38
								Paypal	£1,009.27
								Advent	£246.00
								Doctors	£20,000.00
								Gift Aid	£8,926.98
								Interest	10.57

Excess of Income	over Expenditure						£16,287.40	Excess of Expenditure Over Income	0.00

TOTAL							£64,647.40	TOTAL	£64,647.40

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