2024-03-31-accounts

The Mugoma Trust Registered Charity Number 1156677 Annual Report For year ending 31 March 2024 Lontents Charity infomkqtion Report of the Truslees Independent Examinerfs Report Receipts and Payments accounts Statement of assets and liabilrties

The Mugoma Trust al and administrative infonnation Charity Registration Number 1156677 Governing Instrument: Trust Deed Names of Trustees: Dr Ciaran Joyce (Chair) Chri5 Aston (Treasurer) Emma Bingham Sleve Bynon Kate Jenkins Michael Sernuguruka Name and address of honorary Correspondent.. Chris Aston 39 Spencer Avenue, Coventry CV5 6NQ Bankers: Cooperative Bank, Skelmersdale, WN8 6wr Nationwide Building Society (closed Oct 2024) Wise Bank (opened June 2024) This report was agFeed by Trustees meeling dated 3 December 2024

Mu oma Trust - Re The Trustees present their report and accounts for the financial year 1 April 2023 to 31 March 2024 ort of Trustees Govemance and mana ement The Mugoma Trust is a volunt&r-led organisation, having no paid stsff. We are a group of people in the UK working with Tanzanian partners to develop a health centre in a remote border area of Mugoma in the Kagera region of Tanzania. The work to date has also onty been possible with the gifts and practical support of others in the UK. We are also grateful for one large bequest in 2023-24 New trustees are recrurted following their recommendation by existing Trustees, and appointed by special meeting of the Trustees. There have b￿n no changes to Trustees during the year. We work in close partnership with the Anglican di0￿se of Kagera. Tanzanian colleagues are drawn from officers of the Anglican Diocese of Kagera. They work in partnership with the District Council and health authorities and other local representatives. However, we have no legal contracted responsibility to stsff in Tanzanian, and VI￿ versa. They have also set up a dedicated bank account. Public Benefft The Trustees have referred to the guidance corrtained in the Charty Commission's general guidance on public benefit when establishing the charity's aims and objectives, and in planning future acts-vities. The beneficiaries of the chanty are those who receive the benefrt of grants made, as described below. No fees are charged to participators in these adtvities. The Trustees do not consider that the charty's activrties include any potential detriment or harm, or that they convey any significant incidental prrvate benefrt. The Trustees confinn that the Charity did not experience any serious incidents that should have been brought to the attention ofthe Charity Commission but were not. The charity has reviewed rts financial controls during the reporting period, and then taken steps to comply with legislation and good practice. The actions of the Trust have sought to identify and control risks, as set out below. It is also mindful of the requirement to have controls for overseas expenditure. It has continued to learn from experience, and recentty undertook a further risk assessment Given the income of the TrusL an Independent Examination of the accounts has been obtained. Ob'ectives and Activities The objects of the charity are: 1) The relief of sickness and preservation of health among people residing permanently or temporarily in Kagera, northwest Tanzania and surrounding areas.

2) To relieve sickness and preserde and protect the health of residents in those areas by providing and assisting in the provision of buildings, facilities, SUPFOrt services and equipment. 3) To advance the education, training and support of health workers in those areas. In particular, we are currently working wilh Tanzanian partners to build staff accommodation for a health ￿ntre in the strategic location of Mugoma. This will enable a new and developing health ￿ntre to better recrurt and retain key staff. Our vision is thal the people of Mugoma will have localty based qualty healih care saving Itves and preventing illness. Histo Annabel Joyce-Jenkins, from the UK, worked as a communty care doctor in the area from 1996 to 1999. Following her tragic death from leukaemia in 1999, her Tanzanian colleagues decided to meet the needs of the area and continue their work with her by building a Health Centre in Mugoma. This is known locally as the 'Annabel Memorial Health Centre,. Over several years up to 2013, UK family, friends and other supporters gave funds towards the Health Centre. Aong with Tanzanian fijnding and activity. this enabled formal plans to be drawn up. land to be purchased and the first stages of the foundations and walls to be built. +This led to the Mugoma Trust being formed in March 2014: with the primary object of working wrth local people to fund the construction and running of a Health Centre. The Needs The proposed health facilty will serve up to 20,000 people living within 10 kilometres of the site. It is about 20 kilometres from the district hospital at Murgwanza. The local people are desperatety prx)r and cannot afford to travel to hosprtal to receive urgent care. Sick children, the disabled and pregnant women are particularly at risk. Local dispensaries are inadequate to treat anything other than minor conditions. A substantial local facilty has been required wilh facilities to admit critical cases. Tanzanian artners The Tanzanian management committee includes Mugwanza District hospital, Diocese and local communrty. The District HospÉtal is run by the Anglican DI0￿Se of Kagera, and the health centre project has had regard for Tanzania's health policies. There has also been ongoing dialogue with Ngara Distict Council and local District medical officer over how this will meet needs, facilities still needed for formal registration, and future staffing. Heafth ￿ntre buildin An initial building for the health ￿ntre was constructed in stages up to 2018. 2018, representative trustees visited Tanzania, and met representative from the Di0￿se, the Mugwanza Hospital, and District government health officer. This visit crystallised that Tanzanian govemment regulations now stipulated that a Heatth Centre must have additional facilities as part of a national inttiative to raise standards. This Includes a separate Complex Matemrty Unit with an operating theatre suitable for caesarean sections. Laboratory, and laundry and staff housing. Along with slaff housing and other

structures this represented a major expansion of the original Gon￿p1 and vision, and hence costs. This was estimated lo cost around a further 400 million shillings (approx. £150,000). The Trustees indicated to our Tanzanian partners that this was beyond our capacity to fund. We also were Con￿rned that stsff and other running costs of the facility needed to be met. In 2019, the Bishop of Kagera, Darlington Bendankeha visited the UK. (This visrt was funded by other parties). As part of this visit he met Trustees. The Trust and Bishop signed a 'Partnefship agr&ment' to work together for the health centre. He also met wtth friends and supporters and thanked them for their interest and support. In March 2020, the Diocese and local council therefore entered in a new agreement. The Council would fund Ihe complex matemity ward and theatre, laboratory, laundry and one staff accommodation unit. It would also take on future staff and other running costs. As its contribution, the Diocese would transfer the inttial building and land lo the Council in rts entirety. The Annabel Memorial name would remain. Thanks to a bequest from a supporter, the Trust received £1 Ook in 2018-19, carried forward pending a further Specif￿ need. Income otherwise has generalty been less than £5000 a year. Following discussion between the parties, the Trust was informed of progress with the heatth centre structures during 2021, and eaty 2022. This included the complex matemity ward with theatre reaching roofing stage. At this point, the DI0￿Se on behalf of Ngara council requested the construction of fvrfo staff housing complexes. to accommodate four families. The total for each complex would be 116m shillings, approximately £42.000 and two complexes £84,000. These buildings were standard local designs with ground plans, elevations and cross- sections already drawn up. Their costs were broken down to include substructure. walls, roofing, doors windows, finishing and decorations. with detailed bills of quantities for each. As Mugoma area is a remote area, Trustees considered these were worthwhile structures to fund, in particular helping to recruii or retain suitable staff for the health centre. Its construction would also be a further benefft to the local community. The agreed £84,000 could be met by the available funds of £106,000. The Truslees would not fund future running costs, however. In September 2022 there were further round of Co￿espOndence setting out project manager and contractor, the proposing phasing of V￿rk and a request for funds to commence. The agreed work was due to start in late 2022. There were, however, a number of issues crediting money in a timely and consistent way to our Ictal partners through our Cooperative bank account. We therefore had to rely on sending money via our chairfs personal account. This arrived the same day in the Kagera account. and which was r&imbursed to him. We have now opened a Wise account for intemational payments which has made this process much smoother.

How mone has been raised As shown in the following accounts, £26,219 was raised during 202&24 This includes a unique single legacy donation of £25,000, for which we are grateful. We also received donations from supporters, £300. Most other income was from gift aid. £431, and interest, £438. How the mone has been sent and s Funds for the staff accommodation have been sent in a sequence of a payments initially from January 2023 up to September 2023. £11,000 was sent to the dedicated Tanzanian Di￿eSe account in January 2023 and appeared in the Mugoma Trust 2022-23 accounts to the Charrty Commission. £26,400 was sent to the dedicated account in a sequence of payments from March to September 2023, and appears in 202&24 accounts as 'Heatth Centre: Grants for Works,. These funds realised 107.7 million Tanzanian shillings. Six phases of construction took place from January to September 2024, with corresponding 6 payments of 105.6 million shillings with payment vouchers drawn from the Di0￿se. This built the foundations, walling and roofing to one accommodation block, and the foundations and walling to the second block. The Trust has received statements from the dedicated Annabel Memorial ￿OUnt for this expenditure. Trustees have also reviewed supporting documents, including payments and receipts and photos. There was a change of key personnel in Kagera in autumn 2023, wrth the appointment of Rev. Can. Arrnn Jackson Kabyesiza as Diixesan General Secretary. In spring 2024, there was an opportunty to review work and documenlation. A further phase of funding and work commenced in June 2024, to be shown in 2024-25 accounts. Upon the completion of the staff accomrndation, Trustees plan to review how remaining reserves can be used to advance the ofy'ectives of the charity. The Trustees declare that they have approved the Trustees, report above. Signed on behalf of the chari 's trustees Signature Name. QIW Ic, CF Posits'on - Chair Date 3 il.ly Accounts Accounts for the financial year 1 April 2023 to 31 March 2024 follow. Accounts have been prepared on a 'Receipts and payments. basis.

The Mugoma Trust 1156677 Recei ts and ments accounts CC16a For the period from 0110412023 3110312024 To Section A Receipts and payments Unrestricted funds to the nearost £ to tha n8arest£ Restricted funds Endowment funds Total funds Last yoar to the nearest £ to Ihè nèaost £ to the noarest £ A1 Recel Voluntary donations Bequest Glft aid refund Interest Sundry item 300 25,000 431 438 50 450 431 438 so 92 Sub total (Gross income for AR) Investment sa es. 26.219 26,219 $42 se an see table . tota 19 542 A3 Pavments Health Centre- Grant forwkns 26,400 26.400 11,115 Bank and transaction ojsts 57 57 124 Vvebsitelcommunications 273 273 122 Sub total 26.730 28.730 A4 Asset and investment Sub total 26,730 26,730 11,361 Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end 511 511 10,819 95,559 96,070 CCXX R1 accounts {SSI 1210912024

Section B Statement of assets and liabilities at the end of the period Unrestricted funds to nearest £ Restricted funds to nearest £ Endowment funds to nearest £ ategones etails B1 Cash funds 42.608 25.1TT Mugoma Trust CcK4) &￿.￿JS attount 27.774 Total cash funds 95.559 Unrestricted funds to nèarest£ Restricted funds to nearest E Endowment funds to neamt £ Details Fund to whlch asset belon Cost {optionall Current value O tional Details B3 Investment assets Fund to whF¢h asset belon Currènt valu• tional Dètails Cost {optlonall B4 Assets retained for the charity's own use Fund tt> which Ilablli Amount due tional When due tional Details B5 Liabilities SKJned by one or tsvo trustees on beham of all the trustees SwJnature Prinl Name Date ot roval CCXX R2 ac￿￿nts (SS) 1210912024

Independent Examiner's Report to the Trustees of the Mugoma Trust 2023-24 accounts Respective Responsibilities of Trustees and Examiner The charity's trustees a￿ responsible for the preparation of financial statements. You consider that the audit requirement of Secth)n 43{2} of the Charities Act 1993 (the Act) does not apply. It is my responsibilty to state. on the basis of prO￿dureS specified in the General Directions given by the Charty Commissioners under Section 47 (b) of the Act, whether particular matters have come to ry attention. Basis of Independent Examiner's Report My examination was carrÈed out in accordan￿ with the General Directions given the by the Charity Commissioners. Thal examination includes a review of the accounting records kept by the charity and a comparison of the financial slatements presented with those records. It also includes consideratbon of any unusual items or disclosures in the financial statements, and the seeking of explanations from you as trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audÉt, and consequentty I do not express an audit opinion on the view given by the accounts. Independent Examinerfs Statement In connection with my examination, no matter has come to my attention: (1) which gives me reasonable cause to believe that, in any material respect, the requirements: to keep accounting records in accordance with Section 41 of the Act and to prepare financial statements which accord with the accounting records and to comply with the accounting requirements of the 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 financial statements to be reached. Amotd Ridout 13 Forest Drive Manor Park E12 5DF 4 IILl202¥