## **Trustees’ Annual Report for the period** **From** 1[st] April 2023 **Period start date To** 31[st] March 2024 **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.
(h) Engage with a small group of
volunteers to help with our Charitable
activities, such as hosting events,
supporting the website and representing| |||OOSO on clinical trial boards and research
projects| |---|---|---| |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 continue to work, as in previous years,
closely with the Churchill Hospital Upper GI
clinical team in Oxford to ensure our
support services are complimentary and
appropriate.
During 2023/24 we maintained an active
network supporting newly diagnosed
patients through their treatment and into
recovery.
We continue to receive steady 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.150 people invited to join in. 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. Our most notable achievement this year has been developing a new website, produced and designed by former patients, with input from clinicians. All the content has been reviewed by third parties with direct experience of these cancers, and is deemed to be current and up to date. Funds are raised through donations and events and ringfenced for running costs and towards specialised equipment identified by the clinical team. We have further reduced our running costs by utilising the help and skills of our volunteers. 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, this year we have input to and supported several clinical research projects, assisting with bids for funds and commenting as patients on trial management boards. ## **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 continue to be most proud to have
achieved our core patient and carer
focussed objectives, 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|Due to increasing costs of living we believe
this has marginally impacted the numbers
and monitory values of donations to us,
hence our income this year has been a little
less than in previous years. We do not
actively seek donations in the same way
other charities might do, we rely on
people’s own generosity and will to donate
to our charity. Because we are volunteers
and our overheads are low, we can operate
and achieve our primary goals without
needing to ask for donations. People give
generously when they can.| |Investment performance
against objectives|Para 1.41|We met our investment objectives by
purchasing various bits of kit for the UGI
ward and the Dietitians team at the
Churchill hospital, for example bespoke
adjustable bed-chairs, and food blenders to
be given free to patients who cannot afford
them.
This year we spent more on our charitable
donations to the hospital than income
received through our activities. We – the
Trustees expected this, from purchases
made outstanding from previous years,
effectively catching up on what we had
planned to spend.| |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 2024 was
£73,968| |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|| |A description of the principal
risks facing the charity|Para 1.46|| |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|||| ||Richard Owen|||| ||Liz Ward|||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| ## – 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)** MR MATTHEW CARTER **Position (eg Secretary,** TRUSTEE **Chair, etc)** ~~—_——~~ **Date** 04/12/24 ~~Pp~~ Charity No. 1152733 OXFORDSHIRE OESOPHAGEAL AND STOMACH ORGANISATION STATEMENT OF ACCOUNTS FOR YEAR ENDED 31 March 2024 OXFORDSHIRE OESOPHAGEAL AND STOMACH ORGANISATION IIECEIPTS AND PAYMENTS ACCOUNT For the Year Ended 31st March 2024 2024 2023 RECEIPTS: Grants Donations and fundraising Gift aid Total Receipt5 12064 1297.67 8125 568 13.361 8,693 PAYMENTS: Donations to hospital Promotional events Accountancy fees Insurance Subscription5 and fees Postage and Stationery Advertising and website maintenance Sundry admin costs Total Payments 14047 4995 894 118 1042 213 1526 3725 778 iii 805 193 3000 19 (22.8351 18.631) RECEIPTSI(PAYMENTS} -9474 62 assets blf Deposit account monies reimbursed to J. Beaumont 85827 -2385 85765 Total Bank Account balances a5 at end of year 73968 85,827 OXFORD5HIRE OESOPHAGEAL AND STOMACH ORGANISATION STATEMENT OF MOVEMENT OF ASSEfs AND LIABIUTIES AT 31 MARCH 2023 2024 2023 MONETARY ASSETS: Bank Current Account Bank Deposit account Petty cash float Total Cash 73919 83393 2385 49 85827 49 73968 OTHER ASSETS Capital Equipment Debtors Deficit blf 3814 3814 . 3814 3814 LIABILITIES The accounts were approved by the Trustees on .................................... Ann Dennis Anne-margrethe Phillips Matt Carter Nicholas Maynard ._a