# PoTS UK Trustees Annual Report 2022 – 2023
5[th] February 2024
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## **Table of Contents**
_**Charity Overview ___________________________________________________________ 3 Our Mission, Vision, and Values _______________________________________________ 5 Structure, Governance, and Management _______________________________________ 6 Significant Activities _________________________________________________________ 7 Financial review ____________________________________________________________ 7 Reserves Policy _____________________________________________________________ 8 Operating Review ___________________________________________________________ 8 Report Approval ____________________________________________________________ 9**_
## **PoTS UK Trustees Annual Report 2022 - 2023**
## **Charity Overview**
**Name of the Charity:** PoTS UK.
**Registration number:** 1159813, Charitable incorporated organisation (from 6 Jan 2015). **Address:** Oakfield Cottage, Stratford Rd, Wootton Wawen, Henley-in-Arden B95 6DF.
## **Trustees:**
Dr Lesley Kavi (Chair) Lisa Bradford (Treasurer) Dr Morwenna Opie-Moran Michaela Nuttall RN Chloe Smerklo
## **Charity Secretary:**
Joanne Bullingham
## **Charity Administrator:**
Denise Chapman
## **Medical advisors: Dr Nick Gall**
Dr Arnold Deering Dr Satish Raj Dr Blair Grubb Dr Ian Wilkinson Dr Jane Simmonds Melloney Ferrar Helen Eftekhari Prof Melvin D Lobo Dr Sam Waterman Dr Robert Sheldon
## **Medical patrons and supporters:**
Dr Nick Gall Prof Michael Gammage Cat Smith MP Dr Philip Hammond Adam Jacobs Peter Capaldi
**Primary Bankers:** NatWest Bank
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## **Independent examiner:**
Michael Brown Sobell Rhodes LLP The Kinetic Centre Theobald Street Elstree Hertfordshire WD6 4PJ
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## **Our Mission, Vision, and Values**
PoTS UK supports and educates patients, family, friends, and healthcare professionals within the United Kingdom about this under recognised and commonly misdiagnosed condition by sharing up to date evidence and resources. We work with healthcare professionals and other charities in the UK and abroad, and advocate for our members by seeking better NHS services, more research, and targeted treatments for people with PoTS. We aim to connect patients in a safe environment to empower them to self-manage their condition and reduce isolation. We produce evidence-based educational content for healthcare professionals which will improve awareness of PoTS, diagnosis, and management, and improve health services for patients.
PoTS UK began as a Facebook group in 2010, and until 2015 all the work was undertaken by three volunteer trustees. Since then, we have grown into an internationally recognised Charity. Our Charity supports all ages, genders, and ethnicities.
**Mission:** To provide accessible evidence informed support, education, and awareness for our growing community.
**Vision:** To optimise the health and quality of life of everyone impacted by PoTS.
## **Values:**
We are COMMITTED to supporting the PoTS community by:
- Ensuring PoTS is universally known.
- Promoting fair and equitable access to healthcare.
- Facilitating ongoing advancement of our understanding of the condition and its management.
- Providing trusted and evidence informed resources.
- Challenging ourselves to be more inclusive, sustainable, and connected.
- Leading the change for a compassionate and open mindset.
- Collaborating with others who share our ambitions.
To achieve our mission, vision and values, our activities include:
- Educating individuals and groups of medical professionals.
- Providing evidenced based information in the form of a website – accredited by Patient Information Forum.
- Creating and distributing leaflets suitable for patient and medical professionals.
- Encouraging and engaging in journal publications and research.
- Producing newsletters for members.
- Encouraging accurate media coverage.
- Offering regular educational webinars (recorded and published on our YouTube channel).
- Providing online peer support groups.
- Using social media platforms to offer support, educate and raise awareness.
- Full details are available from our website www.potsuk.org
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## **Structure, Governance, and Management**
PoTS UK is a Charitable Incorporated Organisation as of January 2015, constituted from that date and is governed by the Charity’s constitution.
The Charity is run by five trustees who are a mixture of healthcare professionals, patients and carers of people affected by PoTS. Trustees are elected by mutual agreement by all other trustees and remain in post for a minimum of three years. The trustees aim to have one or two face-to-face meetings a year and a monthly meeting via Zoom. The board also utilise email, WhatsApp and video calls as other forms of communication when required.
There are a range of skills within the board members from events management to risk assessment, governance, and financial management. These valuable skillsets are called upon throughout the year for varying requirements from governance measures development to planning awareness day events.
The Charity does not have an onsite office, however, utilises the Charity ’s secretary address for all correspondence due to the convenience of coordinating all communication and operations.
The Charity has two paid staff both working on a part time basis, these resources are to enable coverage of the Charity administrative and operational needs.
## **Public benefit statement**
The trustees identify the need to have charitable aims and objectives to comply with the Charity commission's public benefit guidance.
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## **Significant Activities**
The charity was delighted to secure funding of £18,000 from NHS England to run an educational training event for healthcare professionals on PoTS and Long-Covid (also called a Masterclass on PoTS and Long-Covid). This was the largest event the charity has ever held. Up to 100 people registered to attend in person and over 1000 people registered to attend virtually. The lectures were recorded and added to the Charity’s YouTube channel and have since acquired over 1600 views. We are grateful to Mast Cell Action who also contributed £1000 to the event. This funding was sought through the charities contacts and work with the NHS, although this was a one off grant the charity has canvassed since the Masterclass to ascertain if continued funding was available, unfortunately this was not the case.
PoTS UK remain thankful to the fantastic community that supports the Charity and who continue to fundraise throughout the year. There were 20 fundraising pages set up on JustGiving during the year raising £27,866.12. A couple of fundraising events were held by supporters, in particular a PoTS Ball with over 200 guests and several sporting challenges like the Edinburgh Marathon saw some of the most significant donations.
Since the online Peer Support Groups started in January 2021, the charity has run 230 sessions and have had 3,169 people register in attendance. This shows the demand and enthusiasm for these groups with attendees returning month after month. At least ten separate support groups are held per month, predominantly split by region; but the charity also host a group for those who are newly diagnosed, a group for parents and carers, an afternoon session and – more recently, a group for 13 17-year-olds. The volunteers meet Bi-monthly to review progress, feedback and discuss any changes needing to be implemented. This is an area the charity plan to continue to grow and invest time and resources in over the next year.
PoTS UK have commissioned a PoTS app that offers expert advice and also allows patients to track/monitor their symptoms along with comments so they can analyse trends and triggers. The potential benefits of this app will be to reduce the strength of self-criticism and associated negative emotions (including any anger, guilt or shame). Additionally, it may help to improve autonomic balance and function by activating soothing body systems and parasympathetic activity. The development has been considerably slower than anticipated since the project was initiated, however beta testing was completed in summer 2023. There is further work needed to be completed and tested to ensure the app is a useful product for patients on an ongoing basis. The app will remain a work in progress, and PoTS UK will continue to develop the functionalities of it post launch.
## **Financial review**
Activity during 2022-2023, has seen a steady stream of donations and grants totalling £68,725, keeping the reserves at a sustainable level ensuring PoTS UK’s core activity can continue during this period.
The year started with the Charity’s bank account with NatWest having an opening balance of – £79,423, and then closing off the 2022 2023 financial year balance with £86,897.
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## **Reserves Policy**
Although the Charity has no restricted reserves or respective policy in the 2022 - 2023 reporting period, this is being finalised and implemented in 2023-2024 on the best course of action for future strategic planning.
The Trustees have adopted a policy that the charity’s reserves shall cover necessary costs and commitments during an unforeseen period of difficulty. The Trustees aim to maintain or hold the level of reserves equivalent to three months of expenditure with additional funds for legal costs, staff sickness and future activities.
The outlook for PoTS UK remains positive and careful management of funds will ensure that the Charity remains in a healthy position.
## **Operating Review**
PoTS UK continue to receive a monthly payment via PayPal Giving which comes from a range of sources including Facebook, GoFundMe and PayPal itself. The Charity also utilises JustGiving as its main fundraising platform and received £27,866 in 2022-2023. PoTS UK is signed up to AmazonSmile, Don’tSendMeACard and text donations .
Our merchandise is proving popular and is great for raising funds and awareness. In this reporting period, the charity have had gross sales of £5,744.
Additional funding is provided from the Charity merchandise via the Charity’s website. New merchandise such as the FlipStick, a mobile device to assist with walking and converts into a portable seat, provides a steady income.
## **Other main expenditure has been on:**
- Administration support.
- Continuous management and maintenance of the online peer support groups.
- Development of the PoTS App.
- Software licence for Zoom to allow the Charity to provide educational webinars for larger numbers of medical professionals and patients.
- Travel expenses for trustees, volunteers, and others who assist in pursuing the aims of the Charity.
- Website maintenance and mailing system.
PoTS UK continue to work tirelessly to ensure the Charity achieve s it’s objectives, manage and governs the charity activities in line with the Charity’s vision and values, these activities include but limited to: responding to email queries from patients, carers and healthcare professionals; provide training and awareness on the PoTS condition to requested parties, campaign for better services and care for patients; provide assistance to patients and carers through the Peer Support Groups; and advocate for PoTS.
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## **Report Approval**
The PoTS UK Trustee Report for 2022-2023 was approved by the board on 08/02/2024.
The report was signed on behalf of the trustees by:
Professor Lesley Kavi, Trustee and Chair, PoTS UK. Date: 08 February, 2024.
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**----- Start of picture text -----**
Charity Name No (if any)
Receipts and payments accounts CC16a
For the period Period start date Period end date
To
from 06/04/2022 05/04/2023
Section A Receipts and payments
Unrestricted Restricted Endowment
Total funds Last year
funds funds funds
to the nearest
to the nearest £ to the nearest £ to the nearest £ to the nearest £
£
A1 Receipts
Donations 50,725 - - 50,725 51,487
Sales of merchandise 2,635 - - 2,635 9,463
Grant for wages - - - - 6,147
Bank interest - - - - 684
Retreat ticket sales - - - - 3,056
Grant to fund Masterclass 18,000 - - 18,000 -
- - - - -
- - - - -
Sub total (Gross income for
71,360 - - 71,360 70,837
AR)
A2 Asset and investment sales,
(see table).
- - - -
- - - - -
Sub total - - - - -
Total receipts 71,360 - - 71,360 70,837
A3 Payments
Printing, postage and stationary 1,004 - - 1,004 763
Advertising and promotional expenditu 3,747 - - 3,747 27,743
Wages and salaries 26,790 26,790 25,995
Computer expenses and consumables 2,448 2,448 2,485
Cost of providing Retreat - 9,538
Accountancy fees 2,220 2,220 2,100
Trustee travelling and other expenses 1,134 1,134 1,290
Office Supplies 308 308 493
Training 409 409 120
Purchase of promotional items 5,983 5,983 19,325
Insurance 611 611 393
Legal & professional - 720
Recruitment - 150
Research 1,588 1,588 1,588
Subscriptions 695 695 764
Just Giving fees 216 216 108
Cost of providing masterclass 9,883 9,883
- - - - -
- - - - -
Sub total [ 57,036 ] - - 57,036 93,575
A4 Asset and investment
purchases, (see table)
- - - -
- - - -
Sub total [ - ] - - - -
Total payments 57,036 - - 57,036 93,575
Net of receipts/(payments) 14,325 - - 14,325 - 22,738
A5 Transfers between funds - - - - -
A6 Cash funds last year end 80,063 - - 80,063 102,801
Cash funds this year end 94,388 - - 94,388 80,063
**----- End of picture text -----**
## **Section B Statement of assets and liabilities at the end of the period**
|**Categories**
Signed by one or two trustees on
behalf of all the trustees
**B1 Cash funds**
**B2 Other monetary assets**
**B3 Investment assets**
**B4 Assets retained for the**
**charity’s own use**
**B5 Liabilities**|**Details**
Bank accounts
**_Total cash funds_**
(agree balances with receipts and payments
account(s))
**Details**
**Details**
**Details**
**Details**
Signature|**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**94,388**
**-**
**-**
**-**
**-**
**-**
**94,388**
**-**
OK
OK
**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**liability relates**
**Amount due**
**(optional)**
**-**
**-**
**-**
**-**
**-**
Print Name
Lisa Bradford|**Endowment**
**funds**
**to nearest £**
**-**
**-**
**-**|
|---|---|---|---|
||||**-**|
||||OK|
||||**Endowment**
**funds**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**Current value**
**(optional)**
**-**
**-**
**-**
**-**
**-**
**Current value**
**(optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**When due**
**(optional)**
Date of
approval
08/02/2024|
## **Independent examiner's report on the accounts**
**Section A Independent Examiner’s Report**
**Report to the trustees/** Charity Name PoTS UK **members of On accounts for the year** 5 April 2023 **Charity no** 1159813 **ended (if any) Set out on pages** 1 and 2 (remember to include the page numbers of additional sheets)
I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended **05/04/2023** .
- **Responsibilities and** As the charity trustees of the Trust, you are responsible for the preparation **basis of report** of the accounts in accordance with the requirements of the Charities Act
- of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).
I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
## **Independent examiner's statement**
I have completed my examination. I confirm that no material matters have come to my attention (other than that disclosed below *) in connection with the examination which gives me cause to believe that in, any material respect:
- accounting records were not kept in accordance with section 130 of the Act or
- the accounts do not accord with the accounting records
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached.
* _Please delete the words in the brackets if they do not apply._
|**Signed:**
**Name:**
**Relevant professional**
**qualification(s) or body**
**(if any):**
**Address:**
||09/02/2024|
|---|---|---|
||||
||MICHAEL BROWN||
||||
||ACCA||
||||
||SOBELL RHODES LLP||
||CHARTERED ACCOUNTANTS||
||THE KINETIC CENTRE
THEOBALD STREET
ELSTREE
HERTFORDSHIRE
WD6 4PJ||
**October 2018**
1
**IER**
## **Section B Disclosure**
Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).
**Give here brief details of any items that the examiner wishes to disclose** .
**October 2018**
2
**IER**