2022-03-31-accounts

Trustees’ Annual Report for the period

From 1[st] April 2021 Period start date To 31[st] March 2022 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) Host online zoom group support sessions, and regular local lunch gatherings. (d) Education in relation to these illnesses. (e) Facilitation of meetings between patients and their carers, family and friends with members of the clinical team involved in treatment. (f) Representation of the patient voice on medical committees and similar forums. (g) 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	Para 1.18	Trustees are fully aware and compliant with regard to the guidance issued by the Charity Commission on public benefit

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 continue to work closely with the Churchill Hospital Upper GI clinical team in Oxford to ensure our support services are complimentary and appropriate. During 2021/22 we maintained an active network supporting newly diagnosed patients through their treatment and into recovery. As a legacy of the Covid restrictions preventing us from visiting patients on the ward, we continue to receive increasing numbers of telephone conversations and online 1:1 zoom chats, and have established regular social lunchtime events around the county. Our communications include ongoing fortnightly e-newsletter keeping all of our

contacts informed of what we were doing, inviting engagement, voluntary support and feedback. Our regular 6-weekly zoom group sessions are very popular, inviting panels of clinician experts and patients to share knowledge and experiences. Our attendee list has steadily grown with up to c.120 people joining in. During the year, we estimate we had contact by telephone with approximately 130 patients and their family members, plus over 500 patients, carers and clinicians via our zoom sessions, with over 25,000 unique ‘hits’ on our website, 50% of which were from other countries, principally the USA and 32 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	Apart from one sizeable donation, our fundraising otherwise matches the previous year. People gave 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 2022 was £85,765
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 (if any)
	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
	06/01/23
	06/01/23

Charity No. 1152733 OXFORDSHIRE OESOPHAGEAL AND STOMACH ORGANISATION STATEMENT OF ACCOUNTS FOR YEAR ENDED 31 March 2022

OXFORDSHIRE OESOPHAGEAI AND STOMACH OAGANISATION RECEIPTS AND PAYMENTS ACCOUNT For the Year Ended 315t March 2022 2022 2021 RECEIPTS.. Grants Donations and fundraising Summer barbeque Inetl Gift aid Total Recelpts ioooo 29729 19100 783 1104 54J 20986 40,270 PAYMENTS.. Projects from donatlons 5818rie5 including pension costs Accountancy lees Insurance Garage rent Subscrlptions and fees Bank charges Postage and 5tationerv Advertising 3nd web51te maintenance Fridge Freezer 2264 12138 5088 778 1012 49 490 54 1142 2697 778 160 635 69 2799 745 Total Payments 7449 123,4481 NET RECEIPTSIIPAYMENTSI 13537 16.822 asset5 blf 72228 57036 11.6301 Total Bank Account balances as at ènd of year 85765 72,228

OXFORDSHIRE OESOPHAGEAL AND STOMACH ORGANISATION STATEMENT OF MOVEMENT OF ASSETS AND LIABILITIES AT 31 MARCH 2022 2022 2021 MONETARY ASSETS: Bank Current Account 8ank Deposit account Petty cash float Total Cash 83331 69794 2385 49 72228 2385 49 85765 OTHER ASSETS Capital Equipment Debtors Deficit blf 3814 3069 3814 3069 LIABILITIES The accounts were approved by the Trustees on.. Ann Dennis Anne-margrethe Phillips Matt Carter Nicholas Maynard

Independent examlner's report on the accounts Heport to the trusteesl mÈmber5 01 OXFORDSHIRE OESOPHAGEAL AND STOMACH ORGANISATION On accounts for the year ended Charfty no Ilf nyl 31 March 2022 1152733 Sel out on pages Re5peclive r￿ponsIbIlItIeS ol The charity's ITU51ees are r8sponsible lor Ihe praparaiion ol the accounls. The charity's Irustees and èxamlner trusl88s con*dar that an audit is not requir8d lor Ihis year under seclion 144 of It Charities Acl 2011 Ilhe Gharilies Actl and that an ind6pendenl examination is needed. exatnine the accounts under seciK)n 145 of Ihp Chardies Act, to lellowlhe prccerlurés laid down in the general Direciion8 glven by Ihe Gharity Gommissron luThJ8r s8cl￿n 145lSllbl of the Chaiilies Act. and to siala whether parlicu￿r matters have come lo wr aiienllon. Basls of Ind8pend8nt èxamlner's stalernenl Our Èx2tninalion was carried wl In accordan¢e with general Directions given by th8 Chariiy Commis￿0￿. An examination includes a review ol the accounting records kepl by Ihe chariiy and a comparisan of the accounts presenierl wilh Ihosa records. 11 also includes consideralion ol any umsual iieffl5 or disdosures in th8 accounts, and seeking explanatH)n5 Irom the irus18es concerning any such mallers. The procedures underiakan do nol provide all the evidence Ihai would bè rèquired in an audit, alld cons8quently no opinion is olven as ￿ whether the accc4Jnt8 pras8nl a'im8 and fair, View and the rewrt is liffliled lo those matters sel i)ul in Ihe slalemenl below. Independenl OKamlneWs statsm?nt In connection wlh our exatninalhin, no mailer has comé 10 our attention which gives us reaSona￿e Cause lo believe Ihal in, any material resped, the 18quiremeni&'. 10 kèèp a¢ounlifig records in accorda￿0 wllh É8Cllon 130 01 the CharilK9S Act., 8 lo prepare ￿CoUnts whi¢h aGcord wilh Ihe accounling records and cotnp with the accounting requiremen15 01 the Qharilies Act hav8 not been mei., or 2. to which, in our opinlon, alièni￿n should be dravm in or(J8r lo enable a proper understanding ol the accounts lo be reached. Dale.. 1310512022 Name.. Ta¥Ass￿l Accountants Add￿$S.. 2A Cope Hoad Banbury Oxlor(Jshire OX16 2EH