2022-03-31-accounts

REGISTERED CHARITY NUMBER: 1193797

Report of the Trustees and

Unaudited Financial Statements

for the Period 12 March 2021 to 31 March 2022

for

Northwest Orthopaedic and Trauma Alliance for Africa

McMillan & Co LLP Chartered Accountants 28 Eaton Avenue Matrix Office Park Buckshaw Village Chorley Lancashire PR7 7NA

Northwest Orthopaedic and Trauma Alliance for Africa

Contents of the Financial Statements for the period 12 March 2021 to 31 March 2022

		Page
Reference and Administrative Details		1
Report of the Trustees	2	to	3
Independent Examiner's Report		4
Statement of Financial Activities		5
Balance Sheet		6
Notes to the Financial Statements	7	to	8

Northwest Orthopaedic and Trauma Alliance for Africa

Reference and Administrative Details for the period 12 March 2021 to 31 March 2022

TRUSTEES H Wynn Jones FRCS(Tr&Orth) R Parmar AD Clayson PRINCIPAL ADDRESS The Coach House Grape Lane Croston Leyland PR26 9HB REGISTERED CHARITY 1193797 NUMBER INDEPENDENT EXAMINER McMillan & Co LLP Chartered Accountants 28 Eaton Avenue Matrix Office Park Buckshaw Village Chorley Lancashire PR7 7NA

Page 1

Northwest Orthopaedic and Trauma Alliance for Africa

Report of the Trustees

for the period 12 March 2021 to 31 March 2022

The trustees present their report with the financial statements of the charity for the period 12 March 2021 to 31 March 2022. The trustees have adopted the provisions of Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019).

OBJECTIVES AND ACTIVITIES

Objectives and aims

The objectives of The Northwest Orthopaedic and Trauma Alliance for Africa Charity (NOTAA) are to improve the care of patients with orthopaedic conditions and traumatic injuries in Africa through education, research and provision of equipment and resources.

The trustees confirm that they have referred to the guidance contained in the Charity Commission's general guidance on public benefit when reviewing the Charity's aims and objectives.

ACHIEVEMENT AND PERFORMANCE

Charitable activities

We currently have two main projects that we support.

Project 1: Orthopaedic equipment support for Malawi

Our most longstanding project has been to support the provision of trauma services in Malawi. We partner with the Orthopaedic Department at Queen Elizabeth Hospital in Blantyre, Malawi. Our main support for this unit is through the provision of surgical implants and instruments as well as other items of equipment required for surgical treatment of patients with broken bones.

In addition to directly benefitting the patients so that surgeons treating them have implants and equipment, this also indirectly benefits the development of Orthopaedic and Trauma services in Malawi by enabling new surgeons to be trained how to fix bones using surgical implants.

In the past this was difficult to achieve. As a result of this project an increasing number of trainees are entering the field of Trauma and Orthopaedics and there are now four locally trained Malawian Orthopaedic Surgeons working within this unit.

Plan for future support:

1. We plan to maintain future provision of equipment as funds permit.

2. Mentoring support for surgeons in partnership with AO Alliance.

Supporters of NOTAA are collaborating with AO Alliance to provide mentorship and training on the use of newer fracture fixation systems and techniques to surgeons within Malawi.

Project 2: Orthopaedic Trauma and Multidisciplinary Visiting Team Education in Ethiopia

NOTAA has been involved in supporting education in Ethiopia since April 2016. Our support has mainly been to provide educational support to Hawassa University Hospital in the south of Ethiopia. We have also been involved in educational activity in Addis Ababa and provided External Examiners for UK to the Ethiopian Trauma and Orthopaedic Registrar Training Programme in Addis Ababa.

NOTAA has also been involved in the establishment of a 'SAFE OR' training package to enhance survivorship of patients undergoing surgery in Low Income Countries.

Page 2

Northwest Orthopaedic and Trauma Alliance for Africa

Report of the Trustees

for the period 12 March 2021 to 31 March 2022

STRUCTURE, GOVERNANCE AND MANAGEMENT

Governing document

The charity is controlled by its governing document, a deed of trust dated 8 March 2018, and constitutes an unincorporated charity. The charity was entered in the Central Register of Charities with effect from 12 March 2021.

Trustees are selected on the basis of their experience and knowledge of the charitable needs to meet the objects of the charity.

Approved by order of the board of trustees on 19 December 2022 and signed on its behalf by:

H Wynn Jones FRCS(Tr&Orth) - Trustee

Page 3

Independent Examiner's Report to the Trustees of Northwest Orthopaedic and Trauma Alliance for Africa

Independent examiner's report to the trustees of Northwest Orthopaedic and Trauma Alliance for Africa

I report to the charity trustees on my examination of the accounts of Northwest Orthopaedic and Trauma Alliance for Africa (the Trust) for the period 12 March 2021 to 31 March 2022.

Responsibilities and basis of report

As the charity trustees of the Trust you are responsible for the preparation of the 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 Act and in carrying out my examination I have followed all applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent examiner's statement

I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:

1. accounting records were not kept in respect of the Trust as required by section 130 of the Act; or

2. the accounts do not accord with those records; or

3. the accounts do 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.

JFD McMillan FCA Institute of Chartered Accountants in England and Wales McMillan & Co LLP Chartered Accountants 28 Eaton Avenue Matrix Office Park Buckshaw Village Chorley Lancashire PR7 7NA

19 December 2022

Page 4

Northwest Orthopaedic and Trauma Alliance for Africa

Statement of Financial Activities for the period 12 March 2021 to 31 March 2022

		Unrestricted
		fund
	Notes	£
INCOME AND ENDOWMENTS FROM
Donations and legacies		113,093
Charitable activities
Projects
		1,814
Other trading activities	2	238
Total		115,145
EXPENDITURE ON
Raising funds
Raising donations and legacies		44
		44
Charitable activities
Projects
		79,666
Other		2,006
Total		81,716
NET INCOME		33,429
TOTAL FUNDS CARRIED FORWARD		33,429

The notes form part of these financial statements

Page 5

Northwest Orthopaedic and Trauma Alliance for Africa

Balance Sheet

31 March 2022

		Unrestricted
		fund
	Notes	£
CURRENT ASSETS
Cash at bank		34,149
CREDITORS
Amounts falling due within one year	4	(720)
NET CURRENT ASSETS		33,429
TOTAL ASSETS LESS CURRENT
LIABILITIES		33,429
NET ASSETS		33,429
FUNDS	5
Unrestricted funds		33,429
TOTAL FUNDS		33,429

The financial statements were approved by the Board of Trustees and authorised for issue on 19 December 2022 and were signed on its behalf by:

H Wynn Jones FRCS(Tr&Orth) - Trustee

The notes form part of these financial statements

Page 6

Northwest Orthopaedic and Trauma Alliance for Africa

Notes to the Financial Statements

for the period 12 March 2021 to 31 March 2022

1. ACCOUNTING POLICIES

Basis of preparing the financial statements

The financial statements of the charity, which is a public benefit entity under FRS 102, have been prepared in accordance with the Charities SORP (FRS 102) 'Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019)', Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland' and the Charities Act 2011. The financial statements have been prepared under the historical cost convention.

Income

All income is recognised in the Statement of Financial Activities once the charity has entitlement to the funds, it is probable that the income will be received and the amount can be measured reliably.

Expenditure

Liabilities are recognised as expenditure as soon as there is a legal or constructive obligation committing the charity to that expenditure, it is probable that a transfer of economic benefits will be required in settlement and the amount of the obligation can be measured reliably. Expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all cost related to the category. Where costs cannot be directly attributed to particular headings they have been allocated to activities on a basis consistent with the use of resources.

Taxation

The charity is exempt from tax on its charitable activities.

Fund accounting

Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the trustees.

Restricted funds can only be used for particular restricted purposes within the objects of the charity. Restrictions arise when specified by the donor or when funds are raised for particular restricted purposes.

Further explanation of the nature and purpose of each fund is included in the notes to the financial statements.

Financial instruments

Financial instruments are recognised when the company becomes party to the contractual provisions of the instrument. Basic financial assets, which include debtors, prepayments and bank balances, are initially measured at transaction price and are subsequently carried at cost unless the arrangement indicates otherwise and then the asset is measured at the present value of the future receipts discounted at a market rate of interest. Basic financial liabilities, which include creditors, accruals, bank loans and group borrowings, are initially recognised at transaction price and are subsequently carried at cost unless the arrangement indicates otherwise and then the liability is measured at the present value of the future obligations discounted at a market rate of interest.

Page 7

continued...

Northwest Orthopaedic and Trauma Alliance for Africa

Notes to the Financial Statements - continued

for the period 12 March 2021 to 31 March 2022

2. OTHER TRADING ACTIVITIES

OTHER TRADING ACTIVITIES
	£
Fundraising events	238

3. TRUSTEES' REMUNERATION AND BENEFITS

There were no trustees' remuneration or other benefits for the period ended 31 March 2022.

Trustees' expenses

There were no trustees' expenses paid for the period ended 31 March 2022.

4. CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR

CREDITORS: AMOUNTS FALLING DUE WITHIN ONE	YEAR
	£
Other creditors	720

5. MOVEMENT IN FUNDS

MOVEMENT IN FUNDS
		Net
		movement
		in funds	At 31/3/22
		£	£
Unrestricted funds
General fund		33,429	33,429
TOTAL FUNDS		33,429	33,429
Net movement in funds, included in the above are as follows:
	Incoming	Resources	Movement
	resources	expended	in funds
	£	£	£
Unrestricted funds
General fund	115,145	(81,716)	33,429
TOTAL FUNDS	115,145	(81,716)	33,429

6. RELATED PARTY DISCLOSURES

There were no related party transactions for the period ended 31 March 2022.

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