OSCAR BRISTOL (Organisation for Sickle Cell Anaemia Research) FINANCIAL STATEMENTS YEAR ENDED 31 MARCH 2024 CONTENTS PAGE Legal and Administrative Infonnation Trustees annual report 3to5 Independent Examiner's Report Statement of financial activities Balance sheet Notes to the Accounts 9t014
OSCAR BRISTOL (Organisation for Sickle Cell Anaemia Research) Legal and administrative information YEAR ENDED 31 MARCH 2024 Status OSCAR Bristol (Organisation for Sickle Cell Anaemia Research) is a registered charity governed by its constitution. Charity number 1017124. TRUSTEES Alpanso Davis Harry Carlyle Pearl Quashie-williams Tina Johnson-martin Monica Scott Richard Dwyer Sonia Talbert Juliet Shaire Alana Lambert Kevin Simpson Juliet Iswan Chair resigned 21 April 2024 resigned 22 March 2024 resigned 22 March 2024 resigned 22 March 2024 resigned 22 March 2024 secretary resigned 19 July 2024 appointed 22 March 2024 appointed 22 March 2024 appointed 22 March 2024 Reglstered Office 256 Stapleton Road, Easton, Bristol, BS5 ONP Independent Examiners Jacob Trowbridge MAAT Bristol Community Accountants CIC The Park, Daventry Road. Knowle 8ristol 854 IDQ Bankers Lloyds Bank 190, Church Road St George Bristol 855 8AE
OSCAR BRISTOL (Organlsation for Sickle Cell Anaemia Research) TRUSTEES REPORT YEAR ENDED 31 MARCH 2024 The Trustees present their report and the unaudited financial statements of the charity for the year ended 31 March 2024. This Annual Report provides comprehensive information regarding the functioning of the organisation, liquidity and financial stability, services and activities undertaken at OSCAR Bristol during the year. This report will pay particular attention to our achievements over the year and our aim at making improvement5 for the future developments of the organisation. Structtsre Governance and Mana ement Organisation The organisation is an unincorporated charitable body, registered on 10th February 1993 and is governed by its constitution which was adopted in January 1992. A resolution was passed on 29th October 2022 changing the charity name from 8ristol OSCAR to OSCAR Bristol. The Trustees are appolnted or reappointed annually at the AGM. Ob"ectlves and actlvities Objectlves of the Charity The objectives of the charity as stated in its governing documents are: To promote awareness of the condition and its management for individuals suffering from Sickle Cell disorders and Thalassaemia. To increase awareness, knowledge and understanding of Sickle Cell disorder5 and Thalassaemia in the community and other organisations. To support research into the nature, prevalence, treatment and prevention of Sickle Cell disorders and Thalassaemia and to a55iSt in the dissemination of the relevant infomation. OSCAR Bristol is a forward lookin8 and visionary or8anisation and our mission statement is". To promote the relief of persons suffering from Sickle Cell and Thalassaemia blood disorders. To educate the public in order to increase knowledge and understanding of Sickle Cell and Thalassaemia blood disorders. To promote research into the nature, prevalence, treatment and prevention of Sickle Cell and Thalassaemia disorders, to disseminate and publish the results there of. To raise the level of awareness of Sickle Cell disorder and Thalassaemia, among the public and medical profession, for the benefit of inhabitants in Bristol and surrounding areas. To offer support and counselling to people with Sickle Cell orThalassaemia, and other related unusual haemoglobinopathies. To raise funds, or receive donations and contributions, whether by subscriptions or otherwise. To support and sponsor promising areas of research. To do all such other lawful things as to further the charitable objectives of the organisation. Review of activities and objectfves In the year OSCAR Bristol has now established itself as a vital part of the community, that supports people living with Sickle Cell and Thalassaemia, and to also educate the general public about Sickle Cell and Thalassaemia, and the vital need for blood donation. We continued with our"Awareness" campaign spread over the year, which involved the following: On the Ilth April, OSCAR Bristol met with Careers support at their centre in Fishponds to find out how we could better collaborate in supporting people living with Sickle Cell and Thalassaemia.
OSCAR BRISTOL (Organisation for Sickle Cell Anaemia Research) TRUSTEES REPORT YEAR ENDED 31 MARCH 2024 On the 19th April, OSCAR Bristol attended Yhe cost-of-living crisi< meeting with the Mayor at City Hall. On the 5th June, OSCAR Bristol carried out Sickle Cell patient support visits. On the 10th June, OSCAR Bristol the Sickle Cell Gala fundraising event in Birmingham. On the 15th June, OSCAR Bristol exhibited at the Charty Conference Expo in Bath. On the 17th June, OSCAR Bristol held a Sickle Cell Awareness Day at the Learning centre in St. Pauls On the 4th July, OSCAR Bristol fundraised at the St. Pauls Carniv31. On the 21st July, Oscar Bristol hosted a Thalassaemia Awareness Day with UKTS. On the 29- 30th July OSCAR Bristol hosted Genomics for a Sickle Cell event. On the 20th August OSCAR Bristol exhibited at the exhibition organised by D. On the 19th September, OSCAR Bristol attended the Sickle Cell Open Day at the Children's Hospital, BRI On the 22nd September, OSCAR Bristol held its annual Dinner/dance. On the 2nd October, as part of Black History Month, OSCAR Bristol held an Awareness Day at the MET School. On the 26th October, OSCAR Bristol held a meeting with SANIUS. On the 6th December, OSCAR Bristol joined the online Sickle Cell support group meeting. On the 10th January, OSCAR Bristol did one home visit. On the 23rd January, OSCAR Bristol held online Q&A sessions with dental students from Plymouth University. On the 14th March, OSCAR Bristol carried out DIY works at the home of a Sickle Cell patient. On the 20th March, OSCAR Bristol held a meeting with Cianna's Smile in Readin8. On the 22nd March, OSCAR held its AGM. Achievements and performance In the year OSCAR Bristol's Awareness Campaign achieved much throughout the year, as follows: OSCAR Bristol continues to be one of over sixty warm welcoming spaces in Bristol. OSCAR Bristol has begun providing welfare and housing support and guidance to people living with Sickle Cell and Thalassaemia. OSCAR Bristol now provides £10.1 food vouchers for people struggling with the cost-of -living- crisis, who lives with Sickle Cell and Thalassaemia. The Sickle Cell Awareness Day in St. Pauls was very well attended and informative, which resulted in two people si8ned up to become blood donors. OSCAR Bristol successfully fundraised at the St. Pauls Carnival, raising in excess of £lOO.00 The OSCAR Bristol Dinner/dance was well attended and very informative. The OSCAR Bristol Awareness Day was hugely successful in attendance, and informative. The MET School raised in excess of £600.00 towards the work of OSCAR Bristol. SANIUS has agreed to provide health monitoring watches to OSCAR Bristol on request for free. for people living with Sickle Cell and Thalassaemia. OSCAR Bristol has responded and is carrying out Hospitsl and Home visits on request. OSCAR Bristol now provides online Q&A sessions for Plymouth University dental students regarding care for people with Sickle Cell.
OSCAR BRISTOL (Organisation for Sickle Cell Anaemia Research) TRUSTEES REPORT YEAR ENDED 31 MARCH 2024 Financlal review includin8 reserves policy and rfsk management Although at present the trustees have no formal policy. they intend to build unrestricted reserves to cover salaries and running costs for up to 12 months, but due to present financial position this ha5 not been possible to date. The trustees have examined the major risks to which the charity is exposed and systems have been established to mitigate those risks. These procedures will be annually reviewed to ensure that they still meet the needs of the charity. Public benefft In shaping the objectives for the year and planning activities, the trustees have considered the Charity commission's guidance on public benefit, including the guidance 'public benefiv running a charlty (P821. Trustees, res nsibilities in relation to the financlal statements The charity trustees are responsible for preparing a trustees, annual report and financial statements in accordance with the accounting policies set out in notes to the accounts and comply with the charity's governing document. the Charities Act 2011 and Accounting and Reporting by Charitie5: 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 1021 issued on 16 July 2014. Law applicable to charities in England and Wales requires the trustees to prepare financial statements for each financial year which give a true and fair view of the charitls financial activities during the year and of its financial position at the end of the year. In preparing those financial statements, the trustees are required to: Select suitable accounting policies and then apply them consistently; observe the methods and principles in the Charities Sorp; make judgements and estimates that are reasonable and prudent; prepare the financial statements on the going concern basis unle55 it is inappropriate to presume that the charity will continue in business, and The trustees are responsible for keeping proper accounting records that disclose with reasonable accuracy at any time the financial position of the charity and to enable them to ensure that the financial statements comply with the Charities Act 2011, the applicable Charities (Accounts and Reports) Regulations, and the provisions of the governing document. The trustees are also responsible for safeguarding the assets of the charity and taking reasonable step5 for the prevention and detettion of fraud and other irregularities. Approved by the trustees and signed on their behalf by: Alphanso Davis- Chair
OSCAR BRISTOL {Organisation For Sickle Cell Anaemia Research) STATEMENT OF FINANCIAL ACTIVITIES (Including Income and Expenditure Account) YEAR ENDED 31 MARCH 2024 Vftrestrfrted Restricted Funds Funds Total Funds Total Fund5 2024 2023 Note Income and Endowments From: Donations and Legacies Other Trading Activities Investment Income 19,396 9,533 28,929 2,800 157 24,842 8.400 12 157 Total 22.353 9.533 31.886 33.254 Expendlture On: Charitable Activities Other 35,649 1,332 4.018 39,667 1.332 25,760 1,009 Total 36.981 4,018 40,999 26.769 Net Income/lexpendlture} (14.628) 5,S15 (9.113} 6,485 Transfers between funds 1,200 {1.2001 Net movement In funds (13,428) 4.315 19,113} 6,485 Reconclllatlon of Funds: Total fund5 brought forward 162.654 2.057 164,711 158,226 Total funds carrled forward 12 149,226 6.372 155,598 164,711 The charity has no reco8nised 8ains or losses Other than the results for the year as set out above. All of the activities of the charity are dassed as continuing As required by paragraph 4.67. of the SORP, the brovght forward and carried forward funds above have been agreed to the Balan Sheet. The notes on pages 9 to 14 forni part of these finandal statements
OSCAR BRISTOL (Organisation For Sickle Cell Anaemia Research) BALANCE SHEEr YEAR ENDED 31 MARCH 2024 2024 2023 Note Flxed Assets: Tangible Assets io 135,990 135,038 Current Assets Cash at bank and in hand 20,303 30,140 Total current a55ets 20,303 30,140 Llabllltles Credltors . Amounls falling due wlthln one year li 16951 14671 Net Current assists or liabilities 19,608 29,673 Totsl net ossets orllabllltles 155,598 164,711 The Funds of The Charity RestrScted funds Unrestrirted fund5 12 12 6,372 149,226 2,057 162,654 Total unrestrictedfvnds Total chorltyfvnds 149.226 155,598 162,654 164,711 These financial Statements were approved by the trustees on .. .%and are signed on their behalf by: S. 1cLL6¢ panso Davis- Chair Sonia Talbert The notes on pazes 9 to 14 form part of these finandal ststements
OSCAR BRISTOL (Organisation For Sickle Cell Anaemia Research) NOTES TO THE FINANCIAL STATEMENTS YEAR ENDED 31 MARCH 2024 BasIs of Preparation al These accounts have been prepared under the historical cost convention with items recognised at cost or transaction value unless otherwise stated in the relevant notelsl to these accounts. The financial statements have been prepared in accordance with the Statement of Recommended Practice: Accounting and Reporting by Charities preparing their accounts in accordance with the Finanaal Reporting Standard applicable in the UK and Republic of Ireland IFRS 102) effective on tst January 2019. the Financial Reporting Stsndard applicable in the United Kingdom and Republic of Ireland IFRS 1021 and with the Charities Act 2011. bl The trustees consider that there are no material uncertainties about the charities ability to continue a5 a going ¢oncern due to the renewed interest in the work of OSCAR Bristol by funders locally and nationally- to date we have received more funding Opportunities than in the previous four years. We are projecting a 15% increase in funding over the next 12 months. cl The charity constitutes a public benefit entlty as defined by FRS 102. Accountlng Policies al Income from donations 15 included in income when these are receivable. except as follows. il When donors specify that donations given to the charity Must be used in future accounting periods, the income 15 deferred until those periods. 11 When donors impose conditions which have to be fulfllled before the charity becomes entitled to Use such income, the income is deferred until the pre<ondition have been met. bl Expenditure Is reco8nlsed In the perlod in which they are incurred. Expenditure includes attributable VAT which cannot be recovered. cl Most expendlture is directly attributable to specific activities, and has been included In those cost categories. Support C05t have been allocated 100% towards the charitable activities of the charity. dl Renta15 applicable to operating lease agreements where substantially all of the benefits and risks of ownership remain with the lessor are charged against profits on a 5traight-line basis over the period of the lease. el Unrestricted funds can be used in accordance with the charitable objerts at the discretlon of the trustees. fl Restricted funds can only be used for particular restricted purposes within the objects of the charity. Restrictlons arise when speclfled by the donor or when funds are ralsed for particular restrlrted purposes. gl Depreclatlon is calculated so as to wrlte off the cost of an asset. less its estimated resldual value. over the useful economic life of that asset as follows.. Office equipment- 20% reducing balance 8uilding- No depreciation applied h) The charity is exempt from tax on income and gains falling within Section $05 of the Taxe5 Act 1988 or section 252 of the Taxation of Chargeable Gains Art 1992 to the extent that these are applied to its charitable objects. il The charity only has financial assets and financial liabilities of a kind that qualify as basic financial instruments. Basic financial instruments are initially recognised at transaction value and subsequently measured at their settlement value with the exception of bank loans which are subsequently recognised at amorti5ed cost using the effective interest method.
OSCAR BRISTOL (Organisation For Sickle Cell Anaemia Research) NOTES TO THE FINANCIAL STATEMENTS YEAR ENDED 31 MARCH 2024 Income and Endowments From: Donations and Legacies Unrestrirted Restrlrted Funds Funds Total Funds Total Funds 2024 ZOZ3 Donatlons and memberships Grant5 Fundraising 376 376 9.592 5,750 9.500 9.533 9,533 19,020 19.020 28,929 24,842 Donotlons ond Legocies prlor yeor- oll unrestrirted Other Tradlng A¢tlvltles UDre5trl¢ted Restrlcted Funds Funds Total Funds Total Funds 2024 2023 Room rent 8.4C 2,800 2,800 Other tmding activities prioryear- all unrestricted Investments Unrestrlcted Restrirted Funds Funds Totsl Funds Total Funds 2024 20ZJ 8ank Interest 157 157 12 157 157 12 Bonk interest prior year- oll unrestricted Government 8rantS The charity received govemment grants, to fund charttable activities during the yÈar. The total value of such grants in the period ending 31 March 2024 was £9.53312023: £5.0001. There are no unfulfilled conditions or contingencies attaching to these grants in the year ended 31 March 2024. io-
OSCAR BRISTOL (Organisation For Sickle Cell Anaemia Research) NOTES TO THE FINANCIAL STATEMENTS YEAR ENDED 31 MARCH 2024 Expenditure on: Charltable Artlvities Unrestrlcted Restrirted Funds Fund5 Totsl Funds Totsl Funds 2024 2023 Volunteernrustee travel expense Refreshments Wages Events Printing and Marketing Utilities and rates Repairs and maintenance Miscellaneous Membershlp and fees Stationery Website Equipment 1.679 57 473 1.575 2,152 1,632 14.903 6.380 750 6,154 3,175 651 498 212 i(M) 3,060 3,901 404 14.903 6.380 690 6,154 2,377 651 498 212 Ic 1.948 6,728 1,334 8,162 1,514 1,354 65 170 510 1.618 798 1.112 35,649 4,018 39,667 25,760 Charitable activities prior yeor- all unrestricted Other Unrestrlcted Restrlrted Funds Fund$ Total Fund$ 2024 Total Funds 2023 Depreciation Independent examlnatlon Insurance 248 io 539 539 545 467 532 54S 1,332 1.332 Otherprlor year- all unre5trirted -li-
OSCAR BRISTOL {Organisation For Sickle Cell Anaemia Research) NOTES TO THE FINANCIAL STATEMENTS YEAR ENDED 31 MARCH 2024 Net Income/(Expendlture)for the year Thls Is stated after char6in8: 2024 2023 Depreciation Independent Examiners, fees 12 539 10 Analysis of Staff costs and trustees remuneratlon and expenses 2024 2023 Gross Salarles exdudln8 trustees 14,903 The avera8e monthly head count for staff employed in the year was I12023- Nil) The charity tru5tee5 were not paid or received any other benefits from employment with the charity In the year12023: £nlll. Three trustees were reimbursed expense5 during the year totalling £2.OSS12023.. £3,319). No charity trustee received payment for professional or other services supplied to the charty12023: £nill. There were no related party transactlons In the year12023: £nill 10 Tangible Assets Property Offi¢e Flxture & Equlpment Flttin8 Total Cost or valuation At be8inning of the year Addltions 135,000 10,172 145,172 1.21X) 1,2(J) At end of the year 135.0(KI 10.172 1,21)) 146,372 Depreclatlon and Impalrments At beginning of the year Depreciation 10,134 10,134 248 240 At end of the year 10,142 240 10,382 Net bookvalue At the beginning of the year 135,IMXJ 38 135.038 At end of the year 135,tKID 30 960 135,990 -12-
OSCAR BRISTOL (Organisation For Sickle Cell Anaemia Research) NOTES TO THE FINANCIAL STATEMENTS YEAR ENDED 31 MARCH 2024 11 Creditor5: amounts falling due within one year 2024 2023 Trade creditors Accrua15 and Oeferred Income 156 539 467 695 467 12 Analysls of Charitsble Funds At 01-Apr 2023 At 31-Mar 2024 Incomlng resources Oirtgoini resources Transfers Unrestrlcted funds General Funds Designated Fund5 Building 27,654 22.353 136,9811 1.200 14.226 135,OC 135.OCN) Total Unrestricted FyDds 162,654 22,353 136,9811 1,200 149,226 Restrl¢ted funds Quartet Community Foundatlon WPS Foundation Natlonal Lottery Funding 1,307 750 11.3071 17501 11.9611 9,533 {1,21)01 6,372 Total Restrlrted Funds 2,057 9,533 14,0181 1,200 6,372 Total Funds 164,711 31,886 140,9991 155,598 Note.. The transfer from restricted funds represent capital expenses made from that fund now bein8 depreciated over their useful economic life via the General Fund. Purpose of restrirted funds Quartet Communlty Foundation - Warm Welcoming Space WPS Foundation - Chill out Area National Lottery Funding- Acces$2A¢hievement Project 13 Analysls of net assets between funds General Funds Restricted Funds Designated Funds Total Funds Tangible assets Cash at Bank and In Hand Other Net Current Assets/Liabilities} 135.000 135.000 20,303 16651 13.931 16651 6.372 Totsl 13,266 6.372 135,000 154,638 13-
OSCAR BRISTOL (Organisation For Sickle Cell Anaemia Research) NOTES TO THE FINANCIAL STATEMENTS YEAR ENDED 31 MARCH 2024 14 Analysls of charitsble funds- previous year. as required by paragraph 4.2. of the SORP Unrestricted Restrirted Fund5 Funds Total Funds 2023 Incoming and Endowments from: Donations and legacies Other Trading activities Investment Income 19,092 5,750 24,842 8,400 12 12 Total income 27.504 5.750 33.254 Expendlture On: Charitable activities Other 22,067 3.693 25,760 Total expendlture 23.076 3.693 26,769 Net Income 4.428 2,057 6,485 Net movement in funds 4,428 2,057 6,485 Total funds brought forward 158.226 158.226 Total funds carriod forward 162,654 2,057 164,711 -14-
OSCAR BRISTOL (Organisation for Sickle Cell Anaemia Research) Inde endent Examiner's Re rt to the Trustees YEAR ENDED 31 MARCH 2024 I report on the accounts of the Charity forthe Year ended 31st March 2024 which are set out on pages 7-14. Res onsibilities and basis of re ort As the charity trustees of the Trust you are re5pon5ible for the preparation of the accounts in accordance with the requirements of the Charitie5 Act 2011 {'the ACV). I report in respect of my examination of the charitrls 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(51{bl of the Act. Inde ndent examlnerfs ststement 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: accounting records were not kept in respect of the Trust as required by section 130 of the Act; or the accounts do not accord with those records," or 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 connectlon 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. Jacob Trowbridge MA4T Date . 20/01 /2025 Bristol Community Accountants CIC The Park Daventry Road, Knowle Bristol BS4 IDQ