## **Trustees' Annual Report for the period**
Period start date Period end date Day Month Year Day Month Year **From** 01 January 2023 **To** 31 December 2023
## Section A
## 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)**|
|---|---|---|---|---|
||Helen Ralston|Trustee & Finance
Officer||Helen Ralston/Trevor Stanton|
||Trevor Stanton|Trustee||Helen Ralston/Trevor Stanton|
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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**
March **2012**
**TAR**
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|
|**Charity Secretary**
**responsible for**
**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 Trustees Trustee selection methods (eg. appointed by, elected by)
## **Additional governance issues (Optional information)**
|You**may choose**to include
additional information, where
relevant, about:
•
policies and procedures
adopted for the induction and
training of trustees;
•
the charity’s organisational
structure and any wider
network with which the charity
works;
•
relationship with any related
parties;
•
trustees’ consideration of
major risks and the system
and procedures to manage
them.|Written authorisation in place for authorisation of capital projects.
Written authorisation in place for authorisation of expenses.
All transfers of money to Uganda must be backed up with appropriate
documentation and detailed information as to what monies are being used
for, along with detailed breakdown.
There are no salaried personnel at the charity. Everyone volunteers their
time.
There are two Trustees, Trevor Stanton and Helen Ralston who also is the
Finance Officer.
Trudie Franklin is the charity’s administrator.
Philip Unwin is the main fundraiser. He is now responsible for assessing
all prospective volunteers that come via KamuliFriends. They 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.
There is a Memorandum of Understanding in place between Kamuli
Mission Hospital and KamuliFriends.|
|---|---|
March **2012**
**TAR**
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. Fundraising is mainly 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//staffing relating projects; and
Encouraging voluntary support. The volunteers may be professional
medical practitioner, 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, providing staff accommodation which helps
with the retention of staff, helping to fund operations by paying for
supplies or funding staff expenses.|
## **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.
March **2012**
**TAR**
3
## Section D Achievements and performance
Dr Unwin made two visits during 2023. The first one was at the end of **Summary of the main** January 2023 through to the beginning of February where an **achievements of the charity** Orthopaedic camp was undertaken with various surgeons specifically **during the year** providing orthopaedic operations for local patients including joint replacements. KamuliFriends covered staffing costs, medical supplies including the implants, food for staff and other overheads. We funded the building of a creche at the hospital which will help to retain staff who have children.
Another project that we funded was the creation of an Emergency Room from an existing reception area. We funded the modifications of the area and funded the purchase of the necessary emergency room equipment that was required.
The final project that we funded during 2023 was the provision of a dental facility at the hospital which involved the purchase of a dental chair with a compressor.
Dr Unwin paid a second visit during November 2023 the primary purpose of which was to confirm and evidence the completion of the various projects which KamuliFriends had funded in the year such as the creche, emergency room and the dental facility. During his visit he identified further small worthwhile projects which we funded: the repair of a hospital car, an MRI and treatment for a patient and further equipment for the creche including a swing.
**Section E Financial review** We continue to receive donations from very generous benefactors due to **Brief statement of the** the promotion of the cause by Dr Unwin. Our major expenditure this year **charity’s policy on reserves** was for the building of the creche, but this is money well spent as it will help to retain staff at the hospital in this rural district. As at 31 December the balance held in our bank account was £168,877. £5,000 of the unrestricted reserves are held to ensure that administrative overheads will be met e.g. banking, accountant costs, Just Giving platform fees, website provider fees and other unforeseen costs. £2,192 constituting restricted reserves were monies donated for the purpose of providing solar energy. It will remain in the reserves until we can clarify whether the donors wish the monies to be returned or whether we can spend the sum on other projects. **Details of any funds materially in deficit**
March **2012**
**TAR**
4
## **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);
- how expenditure has supported the key objectives of the charity;
- investment policy and objectives including any ethical investment policy adopted.
Recently the charity’s main source of funds has been from the generosity of benefactors that Dr Unwin has built up relationships with by discussing the work of Kamuli Mission Hospital outlining the obstacles they face trying to fund the hospital to ensure it continues to run at a level that meets with its patients’ needs and also to help with the retention of staff.
Dr Unwin will continue to bring future project plans to the attention of the Trustees to ensure they all agree they are viable and necessary and make effective use of the funds raised. Ensuring funds transferred to Uganda are used for their designated purpose
- This is mitigated by using internationally recognised banking systems to transfer funds and copies of hospital bank statements are sent through showing any funds transferred have arrived. Also we ensure that funds are transferred in staged payments for large capital building projects. Receipts are required and photos of capital building projects are required before release of the staged payments.
Before any payments are made the charity checks for any changes in sanctions policy on the UKGOV website to ensure the charity complies with current sanctions policies.
## **Section F Other optional information**
## **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) **
**Date**|
Helen Ralston|TREVOR Stanton|
|---|---|---|
||Helen Elizabeth Karen Ralston|Trevor Stanton|
||
Trustee & Financial Officer|Trustee|
||30 September 2024||
||30 September 2024||
March **2012**
**TAR**
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 2023 **Charity no** 1155812 **ended (if any) Set out on pages** 8-9 (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 2023.
**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:** Dougal Howard **Name:** Dougal Howard **Relevant professional** ACA from ICAEW **qualification(s) or body (if any): Address:** Godfrey Wilson Limited, Fifth Floor, Mariner House 62 Prince Street, Bristol
**Date:** 30 September 2024
March **2012**
**TAR**
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** .
March **2012**
**TAR**
7
||**Kamuli Friends**|**Kamuli Friends**|**Kamuli Friends**|**1155812**
**No (if any)**|**1155812**
**No (if any)**|**1155812**
**No (if any)**|**CC16a**|
|---|---|---|---|---|---|---|---|
||**For the period**
**from**|01-Jan-23
Period start date|**To**||31-Dec-23
Period end date|||
|||||||||
|**Section A Receipts and payments**||||||||
|**A1 Receipts**|**Unrestricted**
**funds**
**to the nearest**
**£**
**172,560**
**2,104**
**1**
**-**
**-**
**-**
**-**
**-**
**174,665**
**-**
**-**
**-**
**174,665**
**237**
**216**
**870**
**6,592**
**72,000**
**16,000**
**3,500**
**1,600**
**-**
**101,014**
**-**
**-**
**-**
**101,014**
**73,651**
**-**
**93,034**
**166,685**|**Restricted**
**funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**400**
**-**
**-**
**-**
**-**
**-**
**400**
**-**
**-**
**-**
**400**
**-**
**400**
**-**
**2,592**
**2,192**|**Endowment**
**funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**||**Total funds**
**to the nearest £**
**172,560**
**2,104**
**1**
**-**
**-**
**-**
**-**
**-**
**174,665**
**-**
**-**
**-**
**174,665**
**237**
**216**
**870**
**6,992**
**72,000**
**16,000**
**3,500**
**1,600**
**-**
**101,414**
**-**
**-**
**-**
**101,414**
**73,251**||**Last year**
**to the nearest £**|
|Donations|**172,560**||||||**11,655**|
|Just GivingReceipts|**2,104**||||||**149**|
|Bank LoyaltyBonus|**1**||||||**-**|
||**-**||||||**-**|
||**-**||||||**-**|
||**-**||||||**-**|
||**-**||||||**-**|
||**-**||||||**-**|
|**_Sub total_**_(Gross income for_
_AR)_|**174,665**||||||**11,804**|
|||||||||
|**A2 Asset and investment sales,**
**(see table).**||||||||
||**-**|||||||
||**-**||||||**-**|
|**_Sub total_**|**-**||||||**-**|
|**_Total receipts_**
**A3 Payments**||||||||
||||||||**11,804**|
|||||||||
|Bank Charges|**237**||||||**104**|
|Just GivingMonthlyFees|**216**||||||**216**|
|Accountant Fees|**870**||||||**780**|
|Orthopaedic Camp @Kamuli Costs|**6,592**|||||||
|Buildingof Creche|**72,000**||||||**-**|
|Creation of Emergency Room + ER
equipment|**16,000**||||||**-**|
|Dental Chair|**3,500**||||||**-**|
|MRI& treatment for pt, creche toys, petrol
& hospital car repairs|**1,600**||||||**-**|
|Website hostingfee|**-**||||||**144**|
|**_Sub total_**|**101,014**||||||**1,244**|
|||||||||
|**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_**||||||||
||||||||**1,244**|
|||||||||
||**73,651**|**-**
**400**|**-**||**73,251**||**10,560**|
||**-**|**-**|**-**||**-**||**-**|
||**93,034**|**2,592**|**-**||**95,626**||**-**|
||**166,685**|**2,192**|**-**||**168,877**||**10,560**|
CCXX R1 accounts (SS)
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
**B1 Cash funds**
**B2 Other monetary assets**
**B4 Assets retained for the**
**charity’s own use**
**B5 Liabilities**
**B3 Investment assets**|Signature
**Details**
**Details**
Cash
Solar Panel Project
**Details**
**Details**
**_Total cash funds_**
(agree balances with receipts and payments
account(s))
**Details**
Helen Ralston
TREVOR Stanton|**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**166,685**
**-**
**-**
**2,192**
**166,685**
**2,192**
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|30 September
2024|
||Helen Ralston|Helen Ralston|30 September
2024|
CCXX R2 accounts (SS)
9