## **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
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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*HAGEAL ANDSTOMACH ORGANI&4TION STATEMENT OF MOVEMENT OF ASSEfs AND LIABILITIES AT 31 MARCH 2021 2021 moN￿ARy 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 3￿9 130 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 2￿21 11527 Set ou¢ on paue$ Respe¢tlve reSponsI￿lItIeS ol The d*tFtyslrithes are re¥pwtrAo 1)r ts preparation ofthe accourts. that11￿$ trustees and eXfin￿n IrL￿eeS ￿r￿VjerlTr￿t ￿ aL¥Jit ￿ tvjt reqLwed forllNsyearwthr ￿1￿)n 144 ofthe Charl￿5 2011 (t￿ thrit*s atwj IFot an iThJepernlent e¥arttinab¢n ￿ needed. exam1r￿ XC0Lwts￿jerSed•)n 145ofthp tofolbwtt* pr(x*dm la￿ i)the gewal LI.￿410T￿g￿en bythe Charity Co[￿￿￿￿0n (th￿r￿CtiC￿ 14S5)unts, and seeking eW¥0tiot¥5 from thÈtr￿t*S ¢or¥*tr*ny any sJ¢h matter¥. The procedures undertaken do not rmvkleall the e￿der%% IhatThy)uW be requirèj inan8￿J￿ and ty)n8eqwlym opinion B given aslow￿ther the 3ccourrts we5enla arvl fair'wBW aThl thè rap(Ati$ IndepEhdentexamlnet$ statemÈnt 1. *tichg￿$ ￿ reasorobie rawe lo O￿t in. anyFr¥gterid re5FWt. the b) kw record$ n a(tr￿da￿*￿h ￿ 13)ortl* CharitÈs to prepare 8owurts *ith recorfs ¢0m￿Y the ofllp Cha[1t￿&￿&1 ¥* not been met.. or 2 ttsw￿. kn atterdmgfvAld be**w•m n ordertoerrdb￿ a pro TaxA$s￿l kcourrtan15 Address: Cfpe Road Banbury Oxfordshwe OX16 2EH Charity No. 1152733 OXFORDSHIRE OESOPHAGEAL AND STOMACH ORGANISATION srATEMENT OF ACCOUNTS FOR YEAR ENDED 31 Marth 2021 OMFORD5HIRE OESOPHAfjEAL ANDSTOMACH ORGANISATION RECEIPTSAND PAYMENTS ACCOUNT Forthe Year Énded 3tst March 2021 2021 2020 RECEIPT5: Grants Donations Fundralsing Summer lunch Inetl Gift ald Total Receipts 8260 21469 12.571 4,925 586 541 1,705 40.270 19,787 PAYMENTS.. Prolects Salarles including peTr5ion cost5 Accountanryfees Insurance Garage rent Subscriptions and fees Bank ch*HAGEAL ANDSTOMACH ORGANI&4TION STATEMENT OF MOVEMENT OF ASSEfs AND LIABILITIES AT 31 MARCH 2021 2021 moN￿ARy ASSETS: Bank Current Account Bank Deposit account Petty cash lloat T¢)tsl Cash 69794 2385 49 71228 54596 2385 55 57036 OTHER ASSETS Capital Equipment Debtors Oefidt blf 3069 3￿9 130 3069 3199 UABILITIES Net wa8es PAVE 1275 355 1630 The accounts were approved by theTrustees on ........ Ann Dennls Anne-margrethe Phlllips Matt Carter Nlcholas Maynard Independent examiner's report on the accounts Report to the tnssteesl members ol OXFORDSHIRE QESOPHAGEPLAND STOMACH ORGANISAnoN On acc•unt$ fortht ￿*1 ended Ch4rityn• Iti any> 31 March 2￿21 11527 Set ou¢ on paue$ Respe¢tlve reSponsI￿lItIeS ol The d*tFtyslrithes are re¥pwtrAo 1)r ts preparation ofthe accourts. that11￿$ trustees and eXfin￿n IrL￿eeS ￿r￿VjerlTr￿t ￿ aL¥Jit ￿ tvjt reqLwed forllNsyearwthr ￿1￿)n 144 ofthe Charl￿5 2011 (t￿ thrit*s atwj IFot an iThJepernlent e¥arttinab¢n ￿ needed. exam1r￿ XC0Lwts￿jerSed•)n 145ofthp tofolbwtt* pr(x*dm la￿ i)the gewal LI.￿410T￿g￿en bythe Charity Co[￿￿￿￿0n (th￿r￿CtiC￿ 14S5)unts, and seeking eW¥0tiot¥5 from thÈtr￿t*S ¢or¥*tr*ny any sJ¢h matter¥. The procedures undertaken do not rmvkleall the e￿der%% IhatThy)uW be requirèj inan8￿J￿ and ty)n8eqwlym opinion B given aslow￿ther the 3ccourrts we5enla arvl fair'wBW aThl thè rap(Ati$ IndepEhdentexamlnet$ statemÈnt 1. *tichg￿$ ￿ reasorobie rawe lo O￿t in. anyFr¥gterid re5FWt. the b) kw record$ n a(tr￿da￿*￿h ￿ 13)ortl* CharitÈs to prepare 8owurts *ith recorfs ¢0m￿Y the ofllp Cha[1t￿&￿&1 ¥* not been met.. or 2 ttsw￿. kn atterdmgfvAld be**w•m n ordertoerrdb￿ a pro TaxA$s￿l kcourrtan15 Address: Cfpe Road Banbury Oxfordshwe OX16 2EH