Trustees’ Annual Report for the period
From 1[st] April 2020 Period start date To 31[st] March 2021 Period end date
Charity name: Oxfordshire Oesophageal and Stomach Organisation
Charity registration number: 1152733
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | We promote the treatment and care of persons suffering from oesophageal or stomach cancer and to provide support to those caring for such persons or who are affected by oesophageal or stomach cancer amongst their families or friends. |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
(a) Listening services, support, advice (including 7day/week telephone line), education and information not normally provided by the statutory authorities. (b) Listening and other support to the family and friends of patients and to those who have been bereaved. (c) Education in relation to these illnesses. (d) Facilitation of meetings between patients and their carers, family and friends with members of the clinical team involved in treatment. (e) Representation of the patient voice on medical committees and similar forums. (f) Raise awareness of the public in relation to stomach and oesophageal cancers including the provision of lectures, forums, websites, newsletters and other publicity and educational material. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | Trustees are fully aware and compliant with regard to the guidance issued by the Charity Commission on public benefit |
Additional information (optional)
You may choose to include further statements where relevant about:
SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers Other
Achievements and Performance
| SORP reference | ||
|---|---|---|
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | Because we are a mix of surviving ex- cancer patients, family to previous sufferers, and medical clinicians, we offer a range of support, reassurance and advice to those at different stages of their illness, treatment and recovery. We work closely with the Churchill Hospital Upper GI clinical team in Oxford to ensure our support services are complimentary and appropriate. During 2020/21 we maintained an active network supporting newly diagnosed patients through their treatment and into recovery. Because of continuing Covid restrictions preventing us from visiting patients on the ward, we held greatly increased numbers of telephone conversations and online 1:1 zoom chats. Whilst not our preferred approach it proved very effective, and suited many patients. Our communications include ongoing fortnightly e-newsletter keeping all of our contacts informed of what we were doing, inviting engagement, voluntary support and feedback. |
In addition, from June 2020 we set up a regular 6-weekly zoom group session, inviting a panel of clinician experts and patients to share knowledge and experiences. Our attendee list has steadily grown with up to c.90 people joining in. This has proven very popular, and we intend to keep it running. During the year, we estimate we had contact by telephone with approximately 120 patients and their family members, plus over 500 patients, carers and clinicians via our zoom sessions, with over 20,000 unique ‘hits’ on our website, 50% of which were from other countries, principally the USA and 27 other countries. Funds are raised through donations and events and ringfenced for running costs and towards specialised equipment identified by the clinical team. We have greatly reduced our running costs by reverting to a purely voluntary organisation. We have no paid members of staff and only pay expenses in exceptional circumstances. Our running costs are kept to an absolute minimum. In addition, we maintain a website, supply patient information folders and booklets
Additional information (optional) You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | Our measures of success include (1) offering support to 100% of patients and carers contacting us (yes) (2) supporting projects and initiatives led by the Churchill Hospital (yes) (3) receiving 95% positive feedback (100%) (4) maintain a steadily growing newsletter circulation list (yes), (5) increasing numbers visiting our website (yes) and (6) raising sufficient funds to maintain the charity (yes) We are most proud to have achieved our core patient and carer focussed objective, by meeting or corresponding with, and supporting all those that have contacted us or those we have proactively met online. It is vital that we maintain strong links with patients so that we can support them. |
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | Surprisingly, against the odds, with Covid restrictions etc, we had a very good year fund raising. People gave to us generously, and supported the various initiatives we had. |
|---|---|---|
| Investment performance against objectives |
Para 1.41 | We met our investment objectives by purchasing various bits of kit for the UGI and Chemo suite wards at the Churchill hospital, for example bespoke adjustable bed-chairs, drain and specialist ward monitors |
| Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | Our closing balance on 31 March 2021 was £72,228 |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Trustees agree that we aim to maintain a reserve balance of £30,000. This is to ensure that if we (1) suffer a period of reduced fund raising, we are able to sustain the charity for a period of up to 6 years, and (2) if required, cover the costs of unforeseen expenses that might arise in extraordinary circumstances |
| Amount of reserves held | Para 1.22 | £30,000 |
| Reasons for holding zero reserves |
Para 1.22 | n/a |
| Details of fund materially in deficit |
Para 1.24 | n/a |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | none |
Additional information (optional)
You may choose to include further statements where relevant about:
| The charity’s principal sources of funds (including any fundraising) |
Para 1.47 | Funds are raised principally through private donations and fundraising events, such as plant sales, our annual BBQ, sponsored walks, cycle events, sky dives and runs |
|---|---|---|
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | |
| Para 1.46 |
A description of the principal risks facing the charity Other
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Organisation |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | CIO |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees |
Para 1.25 | Appointed on 1, 2 and 3 year cycle |
Additional information (optional)
You may choose to include further statements where relevant about:
Policies and procedures adopted for the induction Para 1.51 and training of trustees The charity’s organisational structure and any wider Para 1.51 network with which the charity works Relationship with any related Para 1.51 parties Other
Reference and Administrative details
| Charity name | Oxfordshire Oesophageal and Stomach Organisation |
|---|---|
| Other name the charity uses | |
| Registered charity number | 1152733 |
| Charity’s principal address | Walled Cottage Thame Road Great Milton OX44 7NU |
Names of the charity trustees who manage the charity at the time of making this report
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole **year ** |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| Nicholas David Maynard |
||||
| Anne-Margrethe Phillips |
||||
| Matthew Carter | Contact & Chair | |||
| Ann Dennis | ||||
– Corporate trustees names of the directors at the date the report was approved
Director name
Name of trustees holding title to property belonging to the charity
Trustee name Dates acted if not for whole year
Funds held as custodian trustees on behalf of others
Description of the assets n/a held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for safe custody and segregation of such assets from the charity’s own assets
Additional information (optional)
Names and addresses of advisers (Optional information)
| Names and addresses of advisers (Optional information) | Names and addresses of advisers (Optional information) | Names and addresses of advisers (Optional information) |
|---|---|---|
| Type of adviser Name Address |
||
| Accountant | Brian Molyneux | TaxAssist, 2a Cope Road, Banbury, Oxon, OX16 2EH |
Name of chief executive or names of senior staff members (Optional information)
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Other optional information
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
| Signature(s) Full name(s) Position (eg Secretary, Chair, etc) Date |
||
|---|---|---|
| MR MATTHEW CARTER | ||
TRUSTEE |
||
| 06/12/21 | ||
| 06/12/21 |
Charity No. 1152733 OXFORDSHIRE OESOPHAGEAL AND STOMACH ORGANISATION srATEMENT OF ACCOUNTS FOR YEAR ENDED 31 Marth 2021
OMFORD5HIRE OESOPHAfjEAL ANDSTOMACH ORGANISATION RECEIPTSAND PAYMENTS ACCOUNT Forthe Year Énded 3tst March 2021 2021 2020 RECEIPT5: Grants Donations Fundralsing Summer lunch Inetl Gift ald Total Receipts 8260 21469 12.571 4,925 586 541 1,705 40.270 19,787 PAYMENTS.. Prolects Salarles including peTr5ion cost5 Accountanryfees Insurance Garage rent Subscriptions and fees Bank ch<irEes Motor and travel Postage and Stationery A(fverti5ing and website maintenan Telephone 12138 18,524 778 416 778 1012 49 394 620 38 365 4,935 130 1142 2696 Total Payments 121.4471 I16.2)] NET RECEIPTSIIPAYMENTSI 16A22 16.4121 assets blf 57036 62.018 IL6301 11991 1,630 57,036 Liabllities C/F Total BankAccount balanw as otend of swr 72.228
OXFORDSHIRE OES(>*HAGEAL ANDSTOMACH ORGANI&4TION STATEMENT OF MOVEMENT OF ASSEfs AND LIABILITIES AT 31 MARCH 2021 2021 moNARy ASSETS: Bank Current Account Bank Deposit account Petty cash lloat T¢)tsl Cash 69794 2385 49 71228 54596 2385 55 57036 OTHER ASSETS Capital Equipment Debtors Oefidt blf 3069 39 130 3069 3199 UABILITIES Net wa8es PAVE 1275 355 1630 The accounts were approved by theTrustees on ........ Ann Dennls Anne-margrethe Phlllips Matt Carter Nlcholas Maynard
Independent examiner's report on the accounts
Report to the tnssteesl
members ol
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Charity No. 1152733 OXFORDSHIRE OESOPHAGEAL AND STOMACH ORGANISATION srATEMENT OF ACCOUNTS FOR YEAR ENDED 31 Marth 2021
OMFORD5HIRE OESOPHAfjEAL ANDSTOMACH ORGANISATION RECEIPTSAND PAYMENTS ACCOUNT Forthe Year Énded 3tst March 2021 2021 2020 RECEIPT5: Grants Donations Fundralsing Summer lunch Inetl Gift ald Total Receipts 8260 21469 12.571 4,925 586 541 1,705 40.270 19,787 PAYMENTS.. Prolects Salarles including peTr5ion cost5 Accountanryfees Insurance Garage rent Subscriptions and fees Bank ch<irEes Motor and travel Postage and Stationery A(fverti5ing and website maintenan Telephone 12138 18,524 778 416 778 1012 49 394 620 38 365 4,935 130 1142 2696 Total Payments 121.4471 I16.2)] NET RECEIPTSIIPAYMENTSI 16A22 16.4121 assets blf 57036 62.018 IL6301 11991 1,630 57,036 Liabllities C/F Total BankAccount balanw as otend of swr 72.228
OXFORDSHIRE OES(>*HAGEAL ANDSTOMACH ORGANI&4TION STATEMENT OF MOVEMENT OF ASSEfs AND LIABILITIES AT 31 MARCH 2021 2021 moNARy ASSETS: Bank Current Account Bank Deposit account Petty cash lloat T¢)tsl Cash 69794 2385 49 71228 54596 2385 55 57036 OTHER ASSETS Capital Equipment Debtors Oefidt blf 3069 39 130 3069 3199 UABILITIES Net wa8es PAVE 1275 355 1630 The accounts were approved by theTrustees on ........ Ann Dennls Anne-margrethe Phlllips Matt Carter Nlcholas Maynard
Independent examiner's report on the accounts
Report to the tnssteesl
members ol
OXFORDSHIRE QESOPHAGEPLAND STOMACH ORGANISAnoN
On acc•unt$ fortht 1
ended
Ch4rityn• Iti
any>
31 March 221
11527
Set ou¢ on paue$
Respe¢tlve reSponsIlItIeS ol The dtFtyslrithes are re¥pwtrAo 1)r ts preparation ofthe accourts. that11$
trustees and eXfinn
IrLeeS rVjerlTrt aL¥Jit tvjt reqLwed forllNsyearwthr 1)n 144 ofthe
Charl5 2011 (t thrits atwj IFot an iThJepernlent e¥arttinab¢n needed.
exam1r XC0LwtsjerSed•)n 145ofthp
tofolbwtt pr(xdm la i)the gewal LI.410Tgen bythe Charity
Co[0n (thrCtiC 14S5)