## Section A
## **Trustees' Annual Report for the period**
Period start date Period end date Day Month Year Day Month Year 01 January 2021 **To** 31 December 2021
**From**
## Reference and administration details
**Charity name** KamuliFriends **Other names charity is known by Registered charity number (if any)** 1155812 **Charity's principal address** Arundel, Church Lane, Rotherfield Peppard, Henley-onThames, Oxfordshire
**Postcode**
## **RG9 5JN**
**Names of the charity trustees who manage the charity**
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20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year **|**Name of person (or body) entitled**
**to appoint trustee (ifany)**|
|---|---|---|---|---|
||Trevor Stanton|Trustee|||
||Helen Ralston|Trustee, Financial
Officer|||
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||**Names of the trustees for the charity, if any, (for example, any custodian trustees)**||||
||**Name**||**Dates acted if not for whole year**||
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**TAR**
March **2012**
1
## **Names and addresses of advisers (Optional information)**
|**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**|
|---|---|---|
|**Type of adviser**
**Name**
**Address**|||
|**Projects Director,**
**Volunteer and Volunteer**
**Coordination**|Dr Philip Unwin|Arundel, Church Lane, Rotherfield Peppard, Henley-on-
Thames, Oxfordshire RG9 5JN|
|**Communication Officer,**
**Volunteer and Volunteer**
**Coordinator**|Dr Alice Unwin|19 Great Western Terrace, Cheltenham, Gloucestershire
GL50 3Q|
|**Charity secretary**
**responsible for day-to-**
**day administration**|Trudie Franklin|24A Woodlands Road, Sonning Common, Reading,
Berkshire RG4 9TE|
||||
## **Name of chief executive or names of senior staff members (Optional information)**
**Section B Structure, governance and management Description of the charity’s trusts** Consultation and Governance Document Dated 26 November 2014 Type of governing document (eg. trust deed, constitution) Charitable Incorporated Organisation How the charity is constituted (eg. trust, association, company) Incumbent Trustee must approve any proposal for new additional Trustee Trustee selection methods (eg. appointed by, elected by)
## **Description of the charity’s trusts**
## **Additional governance issues (Optional information)**
Memorandum of understanding in place between Kamuli Mission Hospital You **may choose** to include and Kamuli Friends. additional information, where relevant, about:
Written procedure in place for authorisation of capital projects.
- policies and procedures adopted for the induction and training of trustees;
Written procedure in place for authorisation of expenses.
All transfers of money to Uganda have to be backed up with appropriate documentation and detailed information as to what monies are being utilised for, along with a detailed breakdown.
- the charity’s organisational structure and any wider network with which the charity works;
All prospective volunteers coming through KamuliFriends will be fully assessed by Dr Alice Unwin in conjunction with Dr Philip Unwin and appropriate references taken up. They will then forward the volunteer applications to the Medical Director of Kamuli Mission Hospital for final approval. The charity does not take responsibility for the volunteers at the hospital.
- relationship with any related parties;
- trustees’ consideration of major risks and the system and procedures to manage them.
**TAR**
March **2012**
2
## **Section C**
## **Objectives and activities**
KamuliFriends is a UK registered charity whose specific aim is to support Kamuli Mission Hospital in Uganda both by raising funds for use by the hospital on capital projects, operations and medical equipment and by **Summary of the objects of the** encouraging volunteers (medical and non-medical) to spend some of **charity set out in its** their working time in Uganda at the hospital. **governing document**
||**Objectives and activities**|
|---|---|
||KamuliFriends is a UK registered charity whose specific aim is to support
Kamuli Mission Hospital in Uganda both by raising funds for use by the
hospital on capital projects, operations and medical equipment and by
encouraging volunteers (medical and non-medical) to spend some of
their working time in Uganda at the hospital.|
|**Summary of the main**
**activities undertaken for the**
**public benefit in relation to**
**these objects (include within**
**this section the statutory**
**declaration that trustees have**
**had regard to the guidance**
**issued by the Charity**
**Commission on public**
**benefit)**|The charity focuses on three key areas:
Raising awareness of the issues faced by the hospital and its community
in a poor and challenging environment. At our events and on our website,
we share with friends, benefactors and event attendees’ information
about the community and hospital as well as the challenges the hospital
faces as a Missionary Hospital with limited funds, with poor buildings,
sometimes poor equipment and occasionally a severe lack of funding to
provide basic patient care and critical operations;
Fundraising for the hospital. Most of the fundraising comes from social
events and benefactor donations. Most fundraising activities take place
usually in the South of England. Funds raised by the charity may be used
for capital projects such as refurbishment of existing buildings and for
new buildings as well as funds for medical operations, equipment and
other health/medical related projects; and
Encourage voluntary support. The volunteers may be professional
medical practitioners, medical students or other volunteers to assist in the
hospital; the charity’s responsibility is to promote and encourage the
opportunity to work in the hospital, to introduce the volunteers to the
medical superintendent for this consideration and approval and possibly
to pay for some of the travel expenses of those volunteers needing
financial assistance. We also welcome people who are kind enough to
volunteer time in the running of the charity at our events.
When approving projects to be funded the trustees take into
consideration the guidance issued by the Charity Commission on public
benefit. We ensure that monies spent do benefit the population of the
Kamuli District albeit specifically those who use the Kamuli Mission
Hospital or work there e.g., by us providing improvement to buildings
directly used for patient care or indeed staff accommodation, helping fund
operations by paying for supplies, or funding staff expenses. We have
funded a snake bite research project which ultimately may benefit the
wider population in the area.|
## **Additional details of objectives and activities (Optional information)**
You **may choose** to include further statements, where relevant, about:
- policy on grantmaking;
- policy programme related investment;
- contribution made by volunteers.
**TAR**
March **2012**
3
## Section D
## Achievements and performance
Unfortunately, due to the COVID 19 pandemic, volunteer visits were **Summary of the main** curtailed as were fundraising events although we have continued to **achievements of the charity** benefit from various donations by benefactors. **during the year**
We have kept in touch with the hospital and as soon as feasible it is hoped a visit by Dr Philip Unwin will be made so we can assess what is needed and where we can help. A visit is planned for Nov/Dec 2022.
## **Section E**
## **Financial review**
|**Brief statement of the**
**charity’s policy on reserves**
**Details of any funds materially**
**in deficit**|As of 31 December 2021 the balance held in our bank account was
£85,067. £5,000 of the unrestricted reserves are held to ensure that
administrative overheads will be met e.g. banking costs, accountant
costs, Just Giving platform fees, website charges and any other
unforeseen costs. £2,192 constituting restricted reserves were monies
donated for the purpose of providing solar energy. This project has not
got off the ground yet due to logistical reasons. It will remain in the
reserves until we can clarify with the donors whether the project will be
able to proceed or not and then, depending on this outcome, determine
whether they wish the monies to be returned or whether we are able to
use them for general purposes. We have also temporarily restricted £400
as this was paid into our bank account directly. This may be a donation,
but we cannot attribute this to an individual. We have requested our bank
to investigate this. We will restrict these funds until we have established
whether the receipt was a banking error or not.|
|---|---|
|||
## **Further financial review details (Optional information)**
You **may choose** to include additional information, where relevant about:
- the charity’s principal sources of funds (including any fundraising);
The charity’s main source of funds continues to be via fundraising, applications for grants if a big capital project is undertaken, and the generosity of any benefactors.
Dr Philip Unwin and Dr Alice Unwin will determine future projects for the review and prospective approval of the Trustees.
- how expenditure has supported the key objectives of the charity;
- investment policy and objectives including any ethical investment policy adopted.
**TAR**
March **2012**
4
**Other optional information**
## **Section F**
## **Section G Declaration**
**The trustees declare that they have approved the trustees’ report above.**
**Signed on behalf of the charity’s trustees**
|**Signature(s)**
**Full name(s)**
**Position (eg Secretary, Chair,**
**etc)**|
Helen Ralston|TREVOR STANTON|
|---|---|---|
||Helen Elizabeth Karen Ralston|Trevor Stanton|
||
Trustee & Financial Officer|Trustee|
**Date** 19 October 2022
**TAR**
March **2012**
5
## **Independent examiner's report on the accounts**
## **Section A**
## **Independent Examiner’s Report**
**Report to the trustees/** Charity Name Kamulifriends **members of On accounts for the year** 31 December 2021 **Charity no** 1155812 **ended (if any) Set out on pages** 8 to 9 (remember to include the page numbers of additional sheets)
I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31 December 2021.
**Responsibilities and** As the charity's trustees, you are responsible for the preparation of the **basis of report** accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).
I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
**Independent** I have completed my examination. I confirm that no material matters have **examiner's statement** come to my attention in connection with the examination (other than that disclosed below *) which gives me cause to believe that in, any material respect:
- the accounting records were not kept in accordance with section 130 of the Charities Act; or
- the accounts did not accord with the accounting records; or
- the accounts did not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a ‘true and fair’ view which is not a matter considered as part of an independent examination.
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.
- _Please delete the words in the brackets if they do not apply._
**Signed: Name:** Rob Wilson **Relevant professional** FCA from ICAEW **qualification(s) or body (if any): Address:** Godfrey Wilson Limited, Fifth Floor, Mariner House 62 Prince Street, Bristol
**Date:** 21 October 2022
**TAR**
March **2012**
6
**Section B**
## **Disclosure**
Only complete if the examiner needs to highlight material matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).
**Give here brief details of any items that the examiner wishes to disclose** .
**TAR**
March **2012**
7
**Charity Name No (if any) KamuliFriends 1155812 CC16a Receipts and payments accounts For the period** Period start date Period end date **To from** 01/12/2021 31/12/2021
## **Section A Receipts and payments**
|**A1 Receipts**|**Unrestricted**
**funds**
**to the nearest £**
**2,060**
**1,622**
**2**
**-**
**-**
**-**
**-**
**-**
**3,683**
**-**
**-**
**-**
**3,683**
**96**
**216**
**750**
**-**
**-**
**-**
**-**
**-**
**-**
**1,062**
**-**
**-**
**-**
**1,062**
**2,622**
**-**
**79,853**
**82,475**|**Restricted**
**funds**
**to the nearest £**
**400**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**400**
**-**
**-**
**-**
**400**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**400**
**-**
**2,192**
**2,592**|**Endowment**
**funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**Total funds**
**to the nearest £**
**2,460**
**1,622**
**2**
**-**
**-**
**-**
**-**
**-**
**4,083**
**-**
**-**
**-**
**4,083**
**96**
**216**
**750**
**-**
**-**
**-**
**-**
**-**
**-**
**1,062**
**-**
**-**
**-**
**1,062**
**3,022**|**Total funds**
**to the nearest £**
**2,460**
**1,622**
**2**
**-**
**-**
**-**
**-**
**-**
**4,083**
**-**
**-**
**-**
**4,083**
**96**
**216**
**750**
**-**
**-**
**-**
**-**
**-**
**-**
**1,062**
**-**
**-**
**-**
**1,062**
**3,022**|**Last year**
**to the nearest £**|
|---|---|---|---|---|---|---|
|Donations|**2,060**|||||**3,120**|
|Justgivingreceipts|**1,622**|||||**1,137**|
|Bank LoyaltyBonus|**2**|||||**2**|
|Reversal of charge for mispayment|**-**|||||**25**|
||**-**|||||**-**|
||**-**|||||**-**|
||**-**|||||**-**|
||**-**|||||**-**|
|**_Sub total_**_(Gross income for AR)_|**3,683**|||||**4,284**|
||||||||
|**A2 Asset and investment sales, (see**
**table).**|||||||
||**-**||||||
||**-**|||||**-**|
|**_Sub total_**|**-**|||||**-**|
|**_Total receipts_**
**A3 Payments**|||||||
|||||||**4,284**|
||||||||
|Bank Charges|**96**|||||**98**|
|Just GivingMonthlyFees|**216**|||||**216**|
|Accountant fees 2020 fees|**750**|||||**1,440**|
|Snakebiteproject|**-**|||||**190**|
|Reimbursement to P unwin|**-**|||||**2,230**|
||**-**|||||**-**|
||**-**|||||**-**|
||**-**|||||**-**|
||**-**|||||**-**|
|**_Sub total_**|**1,062**|||||**4,174**|
||||||||
|**A4 Asset and investment**
**purchases, (see table)**|||||||
||**-**||||||
||**-**||||||
|**_Sub total_**|**-**|||||**-**|
|**_Total payments_**
**_Net of receipts/(payments)_**
**A5 Transfers between funds**
**A6 Cash funds last year end**
**_Cash funds this year end_**|||||||
|||||||**4,174**|
||||||||
||**2,622**|**400**|**-**|**3,022**||**110**|
||**-**|**-**|**-**|**-**||**-**|
||**79,853**|**2,192**|**-**|**82,045**||**81,935**|
||**82,475**|**2,592**|**-**|**85,067**||**82,045**|
CCXX R1 accounts (SS)
17/10/2022
8
## **Section B Statement of assets and liabilities at the end of the period**
|**Categories**
Signed by one or two trustees on behalf of
all the trustees
**B5 Liabilities**
**B3 Investment assets**
**B2 Other monetary assets**
**B4 Assets retained for the**
**charity’s own use**
**B1 Cash funds**|**Details**
**Details**
**_Total cash funds_**
(agree balances with receipts and payments
account(s))
Cash
Solar Panel projects
Donation by unknown direct to bank
**Details**
**Details**
**Details**
Signature
Helen Ralston
TREVOR STANTON|**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**82,475**
**-**
**-**
**2,192**
**-**
**400**
**82,475**
**2,592**
OK
OK
**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**liability relates**
**Amount due**
**(optional)**
**-**
**-**
**-**
**-**
**-**
Print Name
Trevor Stanton
Helen Ralston|**Endowment**
**funds**
**to nearest £**|
|---|---|---|---|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||OK|
||||**Endowment**
**funds**
**to nearest £**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**Current value**
**(optional)**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**Current value**
**(optional)**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**When due**
**(optional)**|
|||||
|||||
|||||
|||||
|||||
|||||
||||Date of
approval|
||TREVOR STANTON|Trevor Stanton|19 October 2022|
||Helen Ralston|Helen Ralston|19 October 2022|
CCXX R2 accounts (SS)
17/10/2022
9