**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. Page 8