## **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
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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 (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