## _**Hereford Muheza Link Society**_ ## **TRUSTEES ANNUAL REPORT AND ACCOUNTS 2023** ## 1. **INTRODUCTION** 2023 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 £60,727 (£77,558 in 2022). The most significant donations (noting that as a small charity all subscriptions are significant) were as follows: |£3,000|-|CI Birane Foundation| |---|---|---| |£8,465|-|Medical Students Donations to Education Fund| |£1,732|-|Membership and Members Contributions| |£1,559|-|Just Giving| |£16,210|-|Individual contributions to Hospice| |£3,600|-|M Pengilly| |£2,833|-|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 £72,641 (£50,776 in 2022). The main items of expenditure were as follows: |£60,820|-|On Hospice care in Muheza| |---|---|---| |£6,280|-|Medical courses for Muheza staff| |£3,108|-|Medical equipment and work on ward| |£1,582|-|Flights and associated costs for visitors| **K. A. Lappin Hon. Treasurer** Page 1 of 6 ## 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. Page 2 of 6 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, The Hawthorns, Madley, Hereford, HR2 9LU. 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. Page 3 of 6 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** 2023 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 £60,727. 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 £60727 The most significant donations (noting that as a small charity all subscriptions are significant) were as follows: |£3,000|-|CI Birane Foundation| |---|---|---| |£8,465|-|Medical Students Donations to Education Fund| |£1,732|-|Membership and Members Contributions| |£1,559|-|Just Giving| |£16,210|-|Individual contributions to Hospice| |£3,600|-|M Pengilly| |£2,833|-|Doctors| ## _Independent Examination_ The accounts are reviewed and signed by a CCAB accountant who is not a member of the society. ## e) _**Reserves Policy**_ Page 4 of 6 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. Page 5 of 6 Aw•nthx A HEREFORD. MUHEZA LIIK KtETY INCOME ANO EXPENDMJRE ACCOUIIT FOR THE PERIOO 1*tJANUARY 2023 TO 31st DECEMB 2023 EXPENDrruRE 8onilace Flight Traln + Holel Y￿￿t￿eStI sUb￿Sten¢1 soet Contrbution E9ulp And Hill Ward COME Mernbtrs & K4ethis Conlribjtsor £703.37 £22924 £250.00 £400.00 £1,582.61 £soo.00 £1,732.00 £350.00 £1928 £76.38 CharilTr8$Aid Foundation knkrest Extessol knc£*m• Cfv•r EXp•ndl￿rt £95.OS Exc•ssolExpendiknfo ¢)rtr knc•mè £0.00 TOTAL £2,177.66 TOTAL £2,177.66 Afvyndx 8 HEREF(*iD. MUHEZA LWK S￿Ery COIAE ANO EXPENDrruRE ACCOUNT-EDUCATTh FUIID FOR THE PERM 1stJANUARY 2023 TO 31gt OECEMBER 2023 EXPENDITURE EpuipmentAnd Hill ward Neema's SeffEthr Fees Julius Dlploma Gerrards Cost Bank Charyes COME £3,109.00 Skndenlcontributions £2200.00 DITdDoblts £3,180.00 £900.00 £31.00 £8,465.14 t310.00 £136.42 Excesgolkncome l)4er Expend￿re £O.IJO E￿$SOlExPenditu￿ £508.44 IOTAL £9.420.fy) TOTAL £9,420.00 •ndx C HEREF HEZA LINK IICCIAE AND EXPENDrruRE ACCOUNT FOR THE HO$￿E FUND THE PER DECEM8ER 2 END January Transfer Marcth Tr8nshr April TranslBr May transfer June Transkr SeptemberTransfei Dec*nthr Tr8nthr s,000.00 10,000 00 4,500.00 4,$00.00 17,000.00 8,820.00 ES 11,oC￿L￿ £60.820.00 Just Gwng thent £144.00 For Edgar chIe￿IeY kndiwdual DonèUon$ Cl Birdnt Foundation Education Fees ccs 16210.50 3,000.00 1,360.00 2,400.00 3,600.00 600.00 £1.S59.31 £425.00 £800.00 £701.00 £1,000.00 £300.00 £2,833.00 £4,500.00 £1,000.00 £625.00 £299.00 £800.00 £550.00 £400.00 £420.00 £6,125.12 129.87 Hands Up eank Char9¢$ £175.00 len1v￿Lm TTa St Marya w￿)dknd Joyo Edu¢8lon F•08 JH CxftAJd knkre5t Ext*$801 hc•m8 ¢htr EwThd1￿ £0.00 ExcessolExpendthfe ¢￿1 knrJ)m 1150120 TOTAL E61.139 00 TOTAL £61,139 00 Page6of6 HEREFCIiD. IAUHEZA LIIK SOCEIY 31 Bonlfa FlwJht TrBin + Hobl Sub¥is*nco Vi￿e con￿bU￿ Equlpknd HIIIWanl £703.37 £22924 £250.00 £4￿.￿ £1.582.61 £soo.th) £1.732.00 £Jso.00 £1928 E763B PE Ch8rib•iAid FtyJfvJa& £0 TOTAL £2.t77.86 TOTAL £2,177.66 INCOIIEANO EXPENDmiREAeCIXINT. EDVCATThI FUND THEP ARY 31 tDECEMB PE14D 14COIIE £3.109.Tr) s￿dent¢On¥1bU￿￿15 E22W.00 DbrctDe￿ts £3.180.00 £900. £31.00 Eqviptt*ntArnd Hill ward NeemaS SemesterFees Juliu5 Dlplom G9rr¥td8 Cost Bank Charyes £8.465.14 £310.00 £136.42 Ex¢t$¥ofkn¢on*O*rEpwnd￿jI# £508.44 É9A20.th) TOTAL £9.420.00 HEREFORD- MUHEZA LINK SOCIETY IICOIIEAND EXPEMDITUREACCIXIIITF(*tThE H09KEFUIID FOR THEPERKXI 1*tJANUARY 2023 T031*tDECEM 2023. JanuaryT1an￿r Marcth Tronstsr ril Tran¥tsr Maytranskr June Transtsf Septen*erTranBfor Dett￿￿ÈrTranSfer 16210SO 3.000.00 1,360.CrfJ 2.400.00 3.600.00 eoo. £155931 £425.00 £800. £701Th1 £1.000.00 £300.00 £2.833.00 £4500.00 £l.000.C¥) £6251WJ £299.00 £800.00 £550(WJ £400.00 £420.00 £6.125.12 129M7 10.000.00 4.500.00 4.5￿. 17.000.00 8.820.00 ES 11.0￿.00 £60.820.fy) ￿51*￿Tr9 ¥enl ForEd ch￿t￿Y SH ClienlV•tM sc Cl &rnne Found•¥on Edu￿b￿ Fges ccs Hand¥ Up £144. Ankcharg £175.th) TranslBr RL Sim&rysW￿jdAYd Jyce Educa*Dn Fees JH 1150120 £61,139.th) TOTAL É61,139L)) Hereford - Muheza Link Soclety 2023 Reglstered Charlty 1086887 Ind•p•rthnt •xamin•f* statsm•nt on Chartty and Accounts I'm ￿ a rr￿nber of the Chwlty do rnt have dirert (y)n1￿c￿ with the I have compknted my examinatth. l o)nfirni that materi* mattw3 have my attenti(￿ in LyjnnectK￿ with the examin8tiM glvlng me cwse to believe Ihat 3 Expendlture is Tr)t cAK￿lStent with the summary of the Charitys Alffts In the obert Yardlev c6MA YAQ• 6AL 978¥LI Ibq (23 pttl. 238 4858 Irt. (••.vK