VALE 11 AFRICA BROI. AFFRICA TRUSTEES ANNUAL REPORT FOR THE PERIOD 1ST APRIL 2021 TO 30TH JUNE 2022
REFERENCE AND ADMINISTRATION DETAILS CHARITY NAME: Vale For Africa REGISTERED CHARITY NUMBER: 1155642 CHARITY'S PRINCIPAL ADDRESS: clo 50 Harbour Walk BARRY CF62 5BA NAMES OF THE CHARITY TRUSTEES WHO MANAGE THE CHARITY: Trustee Name Peter DICKSON Paul MOTTE Edward ARBUTHNQT Annette DOBBS Jane HUTT . Christine JAMES Daniel MORRIS Maureen MAPP Dawn SAVILLE Dr Hasmukh SHAH Sian TESNI Office Chair Treasurer Dates Actod If Not For Whole Year From 6 Se To19Ma tembar 2021 2021 From 18 Janua 2022 NAMES AND ADDRESSES OF ADVISORS: of Advisor Name HSBC Bank Ic Address 85 Holton Road BARRY. CF63 4HG Bank STRUCTURE. GOVERNANCE AND MANAGEMENT DESCRIPTION OF THE CHARITYS TRUSTS: Type Of Governlng Document: The Charis constitution was originally adopted on 8 March 2010. A revised constitution was adopted on 12 December 2013. How The Charity Is Constilutsd." UnincoTporaled trust. Trustee Selection Methods: Trustees are apwnled or reappointed annually at the General Meeting. Additional Governance Issues: At the chanty's last Annual General Meeting, it was agreed to change trje financial year from 1 Apnl - 31 March to 1° July- 30 June. thus aligning il to the same accounting year of the main beneficiary, Advanment for Community Empowemient in Tororo (ACET). Thus, this reporting period covers 15 monlhs from 1" April 2021 to June 2022.
Due to other (x)mmitments beyond the charity, the Chair and Treasurer indicated that they would not be seeking re-election in 2022. With reference to Charity Commission advi documents, and advi from Hub CymnJ Afiica and Glamorgan Voluntary Service, a significant amount of time has been given over to reviewing documentalion oU1ning the responsibilities of trustees. the Chair. and the Treasurer. During the penod. further financial support had been given to ACET in support of their own work on ensuring the organisation is MplIant under the various regulations applicable in Uganda. While this work is ongoing, significant progress has been made thus reassuring Vale for Africa and its trustees of Ihe integrity and compliance of our partner organisation and main b8neficiary. The charity's bank. HSBC plc, carries out an annual 'Safeguard' review to protect against financial crime, and Vale for Africa sats'sfied them with infonnation and procedures. All trustees give their time voluntarily and received no remunerats'on or other benefits. OBJECTIVES AND ACTIVITIES Summary of tha objects of tho charfty sel out In Its governlng documents The preservation and protection of good health by the provision of eye care and medical outreach services in the Tororo District of Uganda; To advance the education of the public and medical professionals in the study of eye and eye health with the aim of improving diagnosis and treatment of diseases and conditions which effect he eye. To advance the education of the public by the provision of library services in Tororo., To advance the education of the public in the Vale of GlanN)rgan and surrounding areas regarding health and education in Uganda. Summary of the main activities undertaken for the public benefit in rnlatlon to these objects In delivering our activities for tt)e peri(xl. which continued to be severely restricted due to the worfdwide Covid-19 pandemic, we kept in mind the Charity Commission's guidance on public benefit at our trustee meetings. The main activities )ntinUe to be the support of a number of projects benefitting the community in Tororo District, Uganda. During the year. our partner organisats'on in Uganda, Advancement for Community EMpowenent in Tororo [ACET]. helped us direct funds raised in the Vale of GlamcYgan. and surrounding areas, in support of the community.
Our main projects were.. development of Ac'S govemance..
financial support of the ACET rural library. the continued support of a student from Tororo compleb'ng her studies at uwc Atlantic College, together with support enabling her lo o)ntinue studies in the United ststes,. and funds in support of the supply of protective equipment to the Benedictine Eye Hospilal, and Tororo District Hospital as part of their Covid-19 resp¢Jnse and ongoing needs. The charity also acted as the vehicle for two water projects in Tororo District funded by The Rotary Clubs of Cowbridge and Meissen. Germany. and a second project funded by a lo¢al donor. These demonstrate a significant reduction in activities when compared to previous years due to Coronavirus reslrictions in the UK that severely impacted on fundraising and travel, and in Uganda that also impacted on travel lo, and within the rxluntry. However, the activities that were undertaken directly impact on the education and health care of Sidents in Tororo. Addltlonal dètalls of objectlves and a¢tlvltles W8 are grateful to the many supporters who ensure that through their generosity, the quality of lif8 for our ben8ficiaries is improved. ACHIEVEMENTS AND PERFORMANCE Summary of the maln achlevements of the charlty The Charity was able to support six main projects in Tororo District during the period. Regrettably, ongoing travel restn'ctions prevented an Eye¢are visit. Three of these, ACET Governan. Library,. and UWC Auantic College student, were funded from the charity's own resources while the fourth, financial supwrt to kjcal hospitals for the purchase of protective ilems, was funded from the donations of three local supporters. A Water Project. wholly funded by ihe Rotary Clubs of C¢)wbridge and Meissen was completed during the year as was another Water Project funded during 2020121 by a local donor. ACET Goveman During the period under review, and with financial support from Vale for Africa. ACET has developed a governan system that is better able to support Uganda, development strategies. Supporting these strategies is an obligation on all non-govemm8ntal organisations in Uganda. In addition. appropriate arrangements and funding are in place to ensure ACET'S board members and staff are properly rewarded. together with assocrated professional fees. We continued to support the library in Tororo by fijnding staff costs,. training,. purchase of books,. and administrative costs. Numbers of users continue to grow to over 2.500 users. In addilion, a final payment was maje to complete th& pital works that had been agreed and implemented during the previous year.
UWC Atlantic Coll e student". During the period under review. we completed our support for Josephine Nyachwo as a UWC Atlantic College scholarship student from Tororo district. In addition to local funding of Josephine's needs. funding was also made available to facilitate her ongoing education in the Untted States. It is unlikely that a further scholarship student will be recruited. and altemative education projects are under consideration. Covid-19 Su Our partner hospitals in Tororo, with whom we have worked to deliver eye projects in the past, idenb'fied a need for additional protective equipment in support of their response to Covid-19- both in the short and MediumOng temi. With generous support from the donors, the charity has been able to fund signifiGant addits'onal supplies and consider what might be necessary in the future. The Water Pro ect funded b The Rota Clubs of Cowbrid e and Meissen.. The Rotary Clubs, working in partnership, made funds available to allow a further four schools In Tororo to instal a water supply. rPr The funded installation of water to eight schools has been completed during the period. The water tsnks for sixteen schwls who had received support in the past were engraved with donor details during the period. FINANCIAL REVIEW Brlef statom•nl on the charlty'8 pollcy on reserves Our financial performance during the 15-month period ending 30 June 2022 has shown an excess of income over expenditure of £19.5k as against a surplus of £1.6k in 2020111. Financial performance in bolh income and expense continues to be impacted by the Covid- 19 pandemic, but in a different way than in the previous year due to an identified need for Covid-19 support and associated additional financial support. In period ending 30 June 2022, income was increased by £31.Ok, including an increase in donations of £17.8k; an associated increase in Gift Aid of £3.9k.' funding of water projects totalling £4.1 k., and a fundraising event generating £1.8k. Expenditure was signtficantly increased by £13.Ok after last yearfs record low of £14.9k. Th8 most significant item included in the current period is £12.5k to support the local hospitals wilh Covid-19 supplies. The generosity of donations has given rise to successful Grft Aid income of £8.3k during the period. Cash at bank on 3 June 2021 was £29.5k in unrestricted funds. The m8in financial risk to the charity is Cuenty the pressing need to recruit trustees and officers to ensure the ongoing actsvits'es of the chanty and tts future sustainability.
DECLARATION The trustees declare that they have approved the trustee$. report above. Slgned on behalf of the charty's tru Signature Full name .O{,..Fre.4...../J.i.¢.1OrJ Posltlon Date
VALE FOR AFRICA
2021/2 INCOME AND EXPENDITURE ACCOUNT [£]
RECEIPTS AND PAYMENTS ACCOUNT FOR THE PERIOD ENDED 30 JUNE 2022
| INCOME Supporters Subsciptions General Donations Gift Aid (HMRC) Gift Aid (Virgin Money Giving) Chair's Leaving Gift Student's Leaving Gift Repayment of Student Security Deposit Fund Raising Activities (Sale of Cards / Calendars) Fund Raising Activities (Dinner) Returned Covid-19 support payment Water project Total Income EXPENDITURE Bank Charges Virgin Money Charges Charity Admin [Subscription] Charity Admin [Room Hire] Chairman's Leaving Gift Fundraising Expenses [Printing of Calendars] Fundraising Expenses [Dinner] Student Support [Local] Student Support [Uganda] Student's Gift Eyecare Project [2019] Library Project [Operational Costs] Library Project [Capital Cost Costs] Water Project [Rotary Clubs of Cowbridge & Meisen] Water Project [Mr & Mrs Patel] Governance Expenditure Covid-19 Support General - Other / ACET Petty Cash Float Total Expenditure Surplus / (Deficit) |
Period ending 30 June 2022 3,190.20 25,991.22 6,982.06 1,301.25 Nil 10.00 250.00 500.00 2,610.00 2,502.07 4,082.33 47,419.13 424.47 1.84 35.00 25.00 Nil Nil 800.00 218.59 570.17 200.00 Nil 3,274.11 99.69 3,161.84 42.33 3,458.90 15,073.86 509.77 27,895.57 19,523.56 |
Period ending 31 March 2022 2,637.16 25,891.22 1,524.05 1,301.25 Nil 10.00 250.00 500.00 2,610.00 Nil Nil 34,723.68 247.88 1.84 17.00 Nil Nil Nil 800.00 218.59 570.17 200.00 Nil 2,537.74 99.69 Nil 42.33 2,287.91 7,393.88 509.77 14,926.80 19,796.88 |
Year ending 31 March 2021 2,427.16 8,156.15 4,359.81 36.25 230.00 190.00 Nil 1,080.00 Nil Nil Nil |
|---|---|---|---|
| 16,479.37 219.40 0.69 17.00 Nil 197.50 422.40 Nil 1,103.36 1,084.31 Nil 151.12 1,658.60 1,759.77 2,720.00 5,548.73 Nil Nil Nil |
|||
| 14,882.88 | |||
| 1,596.49 |
OneDrive / 1202_V4A / 1102_Accounts / 1103_2022 / 1101_Accounts 2021_2 / Accounts
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VALE FOR AFRICA
2021/2 INCOME AND EXPENDITURE ACCOUNT [£]
BALANCE SHEET AS AT 30 JUNE 2022
| Assets Bank Cash Outstanding Gift Aid Claim Capital Account Opening Balance - At 1 April 2021 Add Surplus / Less (Deficit) for Year Reverse prev year Gift Aid Claim Outstanding Gift Aid Claim Closing Balance - At 30 June 2022 |
Period ending 30 June 2022 29,459.66 70.00 82.50 29,612.16 11,530.15 19,523.56 1,524.05 82.50 29,612.16 |
Period ending 31 March 2022 29,732.98 70.00 5,457.88 35,260.86 11,530.15 19,796.88 1,524.05 5,457.88 35,260.86 |
Year ending 31 March 2021 9,936.10 70.00 1,524.00 |
|---|---|---|---|
| 11,530.10 | |||
| 12,769.61 1,596.49 4,360.00 1,524.05 |
|||
| 11,530.15 |
OneDrive / 1202_V4A / 1102_Accounts / 1103_2022 / 1101_Accounts 2021_2 / Accounts
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C M Trigg ACA 4 September 2022 Independent examlners report to the trustees of Vale For Africa Charity No 1155642 I report on the accounts of the charity for thè fifteen month period 30 June 2022, which are set out on page 3 and show a surplus of £19,523.56 and closing funds at 30June 2022 of £29,612.16 Respectlve responsibilitles of the trustees and the examlner The charitws trustees are responsible for the preparation of the accounts. The charity's trustees consider that an audit is not required for this year under section 144 of the Charities Act 2011lthe Charities Act) and that an independent examination is needed. It is my responsibility to- Examine the accounts under section 145 of the Charities Act, To follow the procedures laid down in the general directions given by the Charity Commission (under section 145{5)Ib) of the Charities Act} and To state whether particular matters have come to my attention. Basls of Independent examlners report My examination was carried out in accordance with general direttlons give bythe Charitv Commlssion. An examination includes a review of the accounting records kept by the charitv and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts seeking explanations from you as trustees concerning any such matters, The 29procedures undertaken do not provide all the evidence that would be required in an audit and consequently no opinion is given as to whether the accounts present and fair view and the report is limited to those matters set out in the statement below. Independent examlnerfs ststement In connections With my examination, no matter has come to my attention: l. Which gives me reasonable cause to believe that, In any material respect, the requirements To keep accounting records in accordance with section 130 of the Charities Act: To prepare accounts with the accounting records and comply with the accounting of the Charities Act, have not been met or 2. To which in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached. C M Trigg ACA l. Croft Gardens, Sully. Penarth. CF645GB +/q/tZ