REGISTERED CHAIUTY NUMBER: 11761162 REPORT O YRUSTEES Af4D ur4AiJDITED FINANC TEMENrs FOR THE YEAR ENDED 31 DECEMB RIEf4DS OF MUFULIRA -B4loP And Company Limited Chartered Aceountahts l Higb Str¢et Thatrhaub RG19 3JG
FRIENDS OF MUFULIRA CONTENTS OF THE Fif4ANCIAL STATEMENTS for the ear ended 31 DECEMBER 3 Page R¢port of theTrnstees IndeNdent Ex*mlDer's Report ststement ofFiTr8Dcial Attlyltles Balance Sheet Nots¥ trj th¢ FIDaneial state1nts Detailed StateweM¢ t)f Fine1¥1 AetlYhie5 io
FRIENDS OF MUFULIRA
RF.PORT OF THE TRUSTEES
for tbe 'ear ended 31 DECEMBER 2023
The trusiees preseiit their rtport ivith the finan¢ial staleineiils of the charity for the year ended 31 D¢eeniber 2023. The
[nle¢S have adopted tjie provisions of Accowiting and Reporting by Cl)arilie5.' Statsment of Recommended Practice
applicable to chaL'iti¢s pi¢pating their accounts in accordanc¢ w'ith the Financial R¢portin8 Standard applicable in tl)¢
UK and Republi¢ of Ireland {FRS 102) (effective 15a#uary 2019).
0ECTIVEs AND ACTIVITIES
ObjectÉvc$ and aims
Declinin% Conditions in Zgmbi# hlghlight importance of 'Frlends of Mufulira, {FOM) Cliarity to th¢ wmmunity
Funding of UK medi¢s' bursaries for their overseas el¢¢tiv¢ ren)ains the Con work of this charit),. It 15 m)dc possible
through the Ion8 relaiiotjship our organizatjoll ha5 with The Ronald Ross GenBial Hospital it) Mufiilira,. the state hospital
whcrc one of u$l¢¢$ Dr RobiD Gleek UL)dertook his own elective in 1977 and the town to which ot]ier in]stees have
fi¢quently irdvelled. It wa5 as a resllli of Dr Gleek's wi51i to T¢turn to Mufulira at his rettrement from UK General
Pracli¢e meinbeTS tsf our charity c&m¢ together SUPPOrted today by members of The Minor Metals Trdde Association
with Ih¢iF liith$ to mining cojninunities.
2023-24 was the eighth year of the elective progratt)me'{and yet due to Covid only the sixth year in which electives were
Sent). At the start w¢ fi]nded single electives who travelled alone, this then d¢v¢loped iEJto pairs of eleciives who could
support ¢ach other. attd in the last three years {intemipted by Covid) we have sUorted four electives per year. The total
number of electives funded by tILC charity now stands at 18.
An eleciive bursary is worth £1500 to cover travel arld sub5lSt¢nce. Further support is given by the through its
association with Jntrozambia a sjnall cco-toiirist Company spe£ilic to Mufulita whi¢h run5 a hostel in town a¢ which our
student ele¢tives stay at very low rate$. FOM also ensiues that tlectives are met at Ndola Airport and safely transferred
to and from Mufulira. Our link-5 with thc community usually means diat electives are giveTL personal welcomes by trusted
local people known io us and are shown around, Trustee8 prepaT¢ swdents with a special Handbook written by one of
our In]slc¢s wsth n?osi knowl¢dge of the towTJ. Dr tsura TAUu)& and all trItte5 are availabl¢ t(F answer questions before
and during the electives slay.
The importaDce ofihis ele¢tiv¢ to Students is that without FOM fvndins an ov¢rseas eleetive, and the vakn¢ that pertains
from expei'iencllis a diff¢i¢Dt health system, ii'oiild not be po$sible. The altcrnative is simply 3 posting elsewhe[¢ in the
UK. In the case of the Zambia elective. we are told by the medics that they learn to b¢ doctors llsll physical diagtjosis
techniques becaiisc sophi5(iuted instn]ments are not always available in Zatnbia - a fa¢t they believe which will make
thern better dwtors in the fi]tur¢. In this posting Sdents a150 l¢am about how lo treat dis¢as¢s noi so ¢on)0 in the UK
su¢h as TB. Malaria, Htv AIDS and leam register in patiellts. Meanwhile the students cxchange kliowledge M'ith local
clinicians by sharing UK best pra¢ti¢e with regards to - for example . heart distas¢ and diabetes more prevalent in the
UK.
Our second lin¢ of work as a charity is to respond (within reason) when we receive specific intelligence alK>Ut matters
critical lo the life of the hospits]- $ometimt5 thi5 15 all quipment shortage bul in this year it was Èn irtfrastrucDJre matie¥.
Tke.eleoSi¥e&iRQ023.had-¥Vrt9dbOU¥the.par]OU14onaitloll OfJheJAbth.WarI..Fo(3sk
FRIENDS OF MUFULtRA RKPORT OF THE TRUSTEES f r tbe ear ended 31 DECEMBER2023 With an intake of funds allDualty from donors and support¢rs drawn from th¢ meta15 cornmunity. the charity Temaitis ill good health for th¢ taTgcted work ini¢nd¢d- nanKly the continu10 of the ¢kctive progrrn & selective a5SAStattce with sp]fiC equipmeni or 1nfrwtsCt. FUdS in hand at the time of this report are £14,0(M). 16.10.2024 Anthony Lipmann Trustre {For and on behalf of Friends of Mufidira) STRucfuRE. GOVKRNANCE AND MAf4AGEMENT GoverniDg dotumeDt The Charity consti¢¢$ a ¢h8ritsble Èncorporated organisation (CIO) #lld wl¢gi%red on 4 December 2017. R¢¢rnitment appoI1)¢t of new Iru5tees Trustees are appoint¢d by a majority vot¢ amongst th¢ other trustees. Reilt of a potential tEUStcc is decided by CUrrtt FOM tru8tees. REFERENCE AND ADMIf41STRATIVE DETAIIS Regtstered Cbgrlty number 1176062 PrI¢1p•] 8ddresJ Clo mrA Medway Bridge House 1-8 FairndoW Maidstone Kent MB14 IJP Truste A.A. Lipmann Tnstee G Darby Tn]stee (resigned 3.5.2023) L TffilliTLg Trustee R N H Gleek TTUStr¢ S A Tnth {re8ign¢d 3.5.2023) S Hau Trnste¢ F K¢rwiTh (appointed 22.62023) J Huknan {appointed 22.6.2023) Independettt Examin¢r C B Heslop And Company Limited l Higb Street That¢ham Betkg RG19 3JG Approved by order of the btbard of trtes on...12.....Q.K.*K...11kn And siwd on its bebalf by: S Hall- TNst¢e Page 2
INDEPEND AMINER'S REPORT TO THE TRUSTEES OF FIUEND OF MUFULIRA Indepetsdellt examiner's rert to the tru5tee5 of FIUENDS OF MUFULIRA I r¢wrt to the charity trnstees on my examination of the a¢¢oullts of FIUENDS OF MUFULIRA (the Tntst) for the yeor ended 31 De¢¢mber 2023. Re5pon$lbllltlu and basts of report As the charty trwt¢es Of th¢ Tnt you are respoDsibl¢ for the pr¢paTaiioJh of the ac¢ounts accordan with the Tequirements of th¢ Ch8rities Act 2011 fthe Ace). I report in respect of my exatnintition of the Trust's 2c¢owits carried out und¢r Section 145 of the Act and urrying oul y examinalioll I have followed ait applicable DirectÉons given by the Charity Commission under Section 145(5Xb) of ¢he Aet. IDdepeDdent u4miner's statement I have cojnpleted Tny examination. l nrIMi that no materid matter5 have come to My attention ITh conn0 with the examittiOn giving m¢ caus¢ b¢lt¢v¢ that in any mat¢rial respect.. &C¢OtIng re¢ord$ were not kept itLrespect of th¢ Twst as Tequired by S¢£tion 130 of the Act" or the aecounts do not ac¢ord with thos¢ r¢¢ords' or tbe accounts do not Comply with the applicable requirements Gon¢¢miThgthe forn and content of coUnts set out in th Cbarities {A¢¢owits ond Reports) Regulations 2008 other than any requirem¢nt that th¢ ae¢outts give a and fair Yiew whicb 15 not a matter considered as part of aA tndependent examination. I have no Concerns and have me acrosi no other matters in eowie¢tton with the examin#tiort to which attention should be thaw) in this report in order to enable a prow understanding of the accountsto be reached. St¢phen J Coke CA C B Heslop And ompany Limit¢d charter Aw)untatLts l High Street Thattham Berk5 RG19 3JG Page 3
FRIENDS OF MUFULIRA OF FINANCIAL ACTIV171ES 31.12.23 Unrestricted 31.12.22 Total Notes INCOME AND ENDOWMENTS FROM Donations and kga¢i¢s IlJ79 8.650 Charltsbie actlvltles General 9,683 328 NET INCOME 1.696 8,322 RECONCILIATION OF FUNDS Total fithds brought foThvard 23,813 15.491 TOTAL Fufffls CARRIED FORWARD 25,509 23,813 Th¢ ntst¢s f4)rnl of these financial Slatents PAge 4
FRIENDS OF MUFULIRA BALAN E SHEET IDE EMBER 2023 31.12.23 Unr¢Stried 31.12.22 Totil Notes CURRENT ETs Cash at bank 26,149 24,453 CREDoRs Amounts falling due within one year {640) (640) NET CURRETrIT ASSETS 25,509 23.813 TOTAL AETs LESS CURREIYT LIABILITIES 25.509 23.813 NET ASSETS 25,509 23.813 Unrdtrided 23,509 23,813 TOTAL FUNDS 25,509 23,813 The financial statements were 4pproved by th¢ Board Of Thte¢S and authorised for issue ..*...Qaxk....W..... and were $id on its behalfby. S Ha]1 - Truste¢ The notes fomi part of Éhese financial 3ts1m¢nts Pag¢ 5
FRIEIYDS OF MUFULIRA NOTES TO THE FINANCIAL STATEMENTS for the ar ended 31 DECEMBER 20 ACCOUNTING POLICJES Bg5is of preparlllg the fln•Dci81 st8temettts The fJnarLcial stateD]eTkts of th¢ ¢harity, which is a public b¢n¢fit ¢trtity under FRS 102, hav¢ Ixen Ery¥xed in accordoD¢¢ with the Charsties SOR (FRS 102) 'Accounting and Reportin8 by Charities: Ststement of Recommended Pra¢tAce appli¢able to charities preparing their ac¢tsts in accorth¢e with the Financial Reporting Statthrd applicable in the UK and Republi¢ ot Irel8nd (FRS 102) (effective l January 2019),, Financial Reportitig Stamdard 102 The Fynancial Reporting stdard applicable in the UK and Republic of Ireland, ènd the Cbarities Art 2011. The fmancial ststernents hav¢ beell prepared under the btstorical cos1 tottvention. All intome is re¢ognis¢d in the Stat¢ment of Financial A¢tivilie$ o]Jce the charity has ¢ntitlellnt to the )Imds. il is probable that th¢ illcon will be re¢¢iv¢d and the amount catl be measwed re]iably. Expettdlture Liabilitie5 are recognised as expenditure as soon as there is a legal or CODStrvctive obligation committing the Cbarity to that expeDditure, it ts probable that a transfer of ¢conomic benefrts will be wuired 5tttle]ll¢nt and the amount ofthe obligatson can be measured reliably. Expendiftue is ac¢owi¢¢d for on au aCcnJS basi$ bas been classified under headings that awegaie all cost rela1 to th¢ eegory. Ivhere ¢osL8 cannoi be directty attributed to particular heathngs they have been allocated to tiviti¢$ on a b1& consist( with th¢ use of resouKes. Grants off¢red subject to c<>nditions which hav¢ tt been tDet at the ar end date ¢ noted as a ¢ommittllent t1 not a¢¢ru¢d as expenditure. TAXatio The charity is exempt from tsx on its charitable a¢tivities. Funo 4CCOMntlDg UnTe5tri¢t¢d fia$ Can b¢ w¢d itl acconjance with ¢h¢ ¢lwitabl¢ obj¢¢liv&s at thE disGretioD of the bwttts. Re5trithd funds can only b¢ used for particular restricted purposes wtthin the objects of the cjwity. Re5tr]eÈioS ise when specified by the donor or when ffimds are rnised for p8rticu13r restricted purposas. Fwth¢r ¢xplan]0 of the nabre and purp05¢ of eaeh fimd is ineluded in the notes to the fla1 statements. TRUSTEFS, REMuf4ERATION AMI BENEFITS Ther¢ were no tsvstees, remurJernti¢)D or other ll¢fits for the year ended 31 Dttember 2023 nor for the year ended 31 Lk¢¢mber 2022. There were t)0 Inthes, exp$¢5 paid for the year ended 31 December 2Q23 nor fw the year ended 31 Df£eMb¢r222. Page 6 continued..
FRIENDS OF MUFULUiA NOTES TO THE for tbe ANCIAL ATEMENTS- continued ear ended 31 DECEMBER 2023 COMPARATIVES FOR THE STATEMENf OF FINANCIAL ACIJVITIES INCOME AND ENDOWMEf4TS FROM Dottations and l¢wi¢s 8,650 EXPENDJTURE ON Charitable aetlvltks Gelleral 328 NET INCOME ,322 RECONCILIATION OF FUNDS Total funds brought forward 15.491 TOTAL FUNDS CARRIED FORWARD 23.813 CREDITORS: AMOiTrffS FALLINC DUE WITHIN ONE YEAR 31.12.23 31.12.22 Trade Creditors Oth¢r crcditor8 320 320 320 320 640 640 MOVEMKNT IN FUNDS Net moY¢m¢Ttt ID fid$ Ai 31.12.23 Al 1.1.23 Ubre4¢ricted funds General fijnd 23,813 1,696 25.509 TOTAL FUNDS 23.813 1,696 25.509 Net movetnent ID funds. inched in the abov¢ are as follows.. resources expended in ffijttds Unrestricted fundg General fimd 11,379 (9.683) 1,696 TOTAL FUNDS 11.379 (9,683) 1.696 Page 7 conlinued...
FRIENDS OF MUFULIR E FINANCIAL STATEMENTS- eontinued for the r ended 31 DECEMBER 20 MOVEMENT IN FUNDS- Continued Comp3rativeg for moventeDt futtds Net movement in fimds At 1.1.22 31.12.22 Unrestricted fund$ General fimd 15,491 8J22 23.813 TOTAL FUNDS 15,491 8,322 23,813 Comp3Trtive netmovement in fimds, included in the above 85 follows.. IDcomiDg sovrc¢s Resour exnded MDvetnent in fjjthds Unre5trieted funds GenerAI fund 8,650 (328) 8,322 TOTAL FUNDS 8,650 (328) 8.322 A ¢unEnt y¢or 12 months and prior year 12 months o)mbined positionis As follows: Net movement At 31.12.23 Atl.1.22 Unr¢strict¢il funds Genernl fi]nd 15,491 10,018 25.509 TOTAL FUNDS 15.491 10,018 25.509 A ¢urrenl year 12 months and prior year 12 montlk5 combined nct movcmcnt in fimd5, included iij the above are as follows: Inwming restsurccs Resources expended Movttnent in fjmds General fund 20,029 (10,01 i) 10,018 TOTAL FUNDS 20,029 (10.01 i) 10.018 Page 8 ntinued...
RIENDS O MUFULIRA TO THE FIN NIS- contin BE CONllNGENT LIABILITIES Th¢re w¢r¢ no ¢ontin8eDt liabilities as * balance sheet date. RELATED PARTY DISCLOSURES Ther¢ wer¢ no related p8rtytransactions for th¢ y¢8T ¢nthd 31 Derntser2023. Poge 9
OF DETAILED STATEMENT OF FINANCIALACTIVITIES R 20LI 31.12.23 31.12.22 INCOME AND ENDOWMENTS DoDationJ aNd l¢¢•des Donations 11.379 8,650 Total incomiDg resourees 11.379 8,650 EXPENDITURE Cbgritsbk activities Training Bl¢¢tiv¢s Grants to itLStitirtions .072 5.622 2.646 9,340 Support tosts Governan¢¢ ¢0sts Accountoncy and legal fees 343 328 Totsl resour¢u expended 9.683 328 Net in¢tsmt 1,696 8.322 This page does not fom) part of th¢ statutory fman¢ial statements Page 10