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2024-04-05-accounts

Chairperson’s Report

A message from our Chair

I have been involved with PoTS UK since 2010 and chairperson since July 2016. I remain committed to reaching our vision of ‘optimising the health and quality of life of everyone impacted by PoTS’. I know this will take time, but we are making significant strides forwards and we are very grateful to have a committed and passionate community at our side.

2023-24 was a busy and successful year for PoTS UK. The development of our 3- year strategy has allowed us to be clear in our goals and structured with the work we undertake.

On behalf of myself and fellow trustees, I would like to offer our heartfelt thanks to everyone who has fundraised or donated. 2023/24 is a record year for the charity in terms of income and we are always amazed by the generosity, determination, and support. Our charity would not exist without these incredible efforts.

There are so many highlights from the past year, but I would like to pay particular attention to the following:

Thanks to the support of our community with our parliamentary campaign , we managed to reach over 250 MPs throughout the UK and started to make some noise where it's needed. Alongside this, we also contacted every health board or equivalent in Scotland, England, Northern Ireland and Wales to explain what PoTS is and ask about the services they provide. The change of government following the General Election meant our plans needed to be put on hold but we are relaunching this campaign in January 2025.

I am extremely proud of our Peer Support Groups that have been running for almost 3 years now. Our team of volunteers has grown considerably throughout 2023/24 and they are committed, caring and compassionate. The success of these groups lies with them. The feedback we receive is wonderful and we will continue to invest in training and support to ensure these groups thrive.

Updating our website is a critical part of the work we do and we are accredited by the Patient Information Forum as being Trusted Information Creators. We have worked hard this year to keep the information up to date and this is an ongoing process. Thank you to everyone who volunteers their time to review the latest literature and update the pages accordingly. This takes considerable amounts of time, but we think it is essential that the information we are sharing is as evidence based, contemporary and as helpful as possible.

Teaching and education is an essential part of what PoTS UK do. It is always fantastic to have the opportunity to raise awareness with healthcare professionals and we encourage trusts and health boards to reach out to us to deliver this important education. Thank you to those who welcomed us this year and we hope you have been able to put this training in to practice.

Support for individuals . It has been a pleasure to welcome a team of specialist PoTS nurses who commit their time to answering queries that we receive via email. They are a huge asset to our team.

Awareness Day on 25[th] October is growing year on year and I took great pride in seeing over 80 buildings in the UK light up purple in 2023. Edinburgh Castle looked particularly magical. A lot of thought and work goes into Awareness Month and the day itself and I would like to thank everyone who is involved in its success.

I would like to thank our administrative team who are all passionate about this charity, and work well beyond the expectations of any employer. I would also like to thank my fellow trustees who are committed and wise and share in the challenges and successes of PoTS UK. All of our volunteers play an enormous role in the success of our charity, and I am constantly amazed and grateful for everything they do. PoTS UK is a team effort, and I am privileged to be part of it.

I look forward to the year ahead and feel confident it will be a positive year for the charity following our strategy and being ever mindful of our mission, vision, and values.

The annual report includes further information on the financials aspects, further achievements and a look ahead to the next year.

Dr Lesley Kavi

PoTS UK

Trustees Annual Report

2023 – 2024



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

General Manger:

Joanne Bullingham

Charity Administrators:

Denise Chapman

Nikki Mills

Medical advisors:

Dr Nick Gall

Prof Julia Newton

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

Royal Bank of Scotland (Reserves Account)

Independent examiner:

Michael Brown - Chartered Accountant

Sobell Rhodes LLP

The Kinetic Centre

Theobald Street

Elstree

Hertfordshire

WD6 4PJ



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.

Organisational Structure:

The Charity is run by five trustees who are healthcare professionals, patients or 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 day-today operations are managed by the Chair and General Manager supported by a committed team of staff and volunteers. All members of the team work remotely and there are no office premises.

In November 2023, the charity employed its 3[rd] member of staff (making up just over 1FTE) increasing the capability and capacity within the busy administrative team.



Charity Objectives

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.

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:

To achieve our mission, vision and values, our activities include:

Strategy 2024-2026

The trustees developed a 9-point plan when developing the Charity’s 3-year strategy at the AGM in January 2024 and have a detailed plan of work for each area.

These are:

  1. Develop and grow our services to best suit the current and unmet needs of our beneficiaries.

  2. Educate and empower the public to know and understand the signs and symptoms of PoTS and take action to improve their health.

  3. Educate healthcare professionals to improve outcomes for people with PoTS.

  4. Influence the health and social care system to identify and provide services to people with PoTS and report progress.

  5. Build and improve engagement with those connected with us 6. Improve our inclusivity.

  6. Increase our reach to raise awareness of the charity across the United Kingdom.

  7. Continue to grow a sustainable organisation.

  8. Measure and demonstrate our impact.

Public benefit statement

The trustees identify the need to have charitable aims and objectives to comply with the Charity commission's public benefit guidance.



Achievements and Performance

Impact and Outcomes



- Looking ahead Plans for 2024/25

In line with our strategy, our priorities over the next 2 years year will include:



Financial review

Total income for 2023-24 was £77,163.85 This is an 8% increase on 2022-23.

Total expenditure for the year was £47,868.58 a 16% decrease on 2022-23. No major events were held in this financial year which explains the reduced expenditure. There was an investment in IT of £3413.55 which is removed from the I&E account but replaced with annual depreciation.

Main areas of expenditure were:

Reserves Policy

The trustees have established a reserves policy to maintain a level of unrestricted funds equivalent to 1-year of operational expenditure, approximately £45,000. This ensures that the charity can continue its activities in the event of unforeseen financial difficulties. This reserves policy will be reviewed annually at the AGM to ensure the amount remains suitable and considers any changes within the charity.

The outlook for PoTS UK remains positive and careful management of funds will continue to be essential to ensure that the Charity remains in a healthy position.



Statement of Trustees’ Responsibilities

The trustees are responsible for preparing the Trustees’ Annual Report and the financial statements in accordance with applicable law and United Kingdom Accounting Standards.

Report Approval

The PoTS UK Trustee Report for 2023-2024 was approved by the board on 02/12/2024 meeting.

The report was signed on behalf of the trustees by:

Professor Lesley Kavi, Trustee and Chair, PoTS UK.

Date: 19[th] December 2024

Section A Receipts and payments
Unrestricted
funds
Restricted
funds
Endowment
funds
Total funds
Last year
to the nearest
£
to the nearest £
to the nearest £
to the nearest £
to the nearest £
A1 Receipts
POTS UK
1159813
CC16a
Receipts and payments accounts
For the period
from
Period start date
To
Period end date
06/04/2023
05/04/2024
~~FT~~_
Section A Receipts and payments
Unrestricted
funds
Restricted
funds
Endowment
funds
Total funds
Last year
to the nearest
£
to the nearest £
to the nearest £
to the nearest £
to the nearest £
A1 Receipts
POTS UK
1159813
CC16a
Receipts and payments accounts
For the period
from
Period start date
To
Period end date
06/04/2023
05/04/2024
~~FT~~_
Section A Receipts and payments
Unrestricted
funds
Restricted
funds
Endowment
funds
Total funds
Last year
to the nearest
£
to the nearest £
to the nearest £
to the nearest £
to the nearest £
A1 Receipts
POTS UK
1159813
CC16a
Receipts and payments accounts
For the period
from
Period start date
To
Period end date
06/04/2023
05/04/2024
~~FT~~_
Section A Receipts and payments
Unrestricted
funds
Restricted
funds
Endowment
funds
Total funds
Last year
to the nearest
£
to the nearest £
to the nearest £
to the nearest £
to the nearest £
A1 Receipts
POTS UK
1159813
CC16a
Receipts and payments accounts
For the period
from
Period start date
To
Period end date
06/04/2023
05/04/2024
~~FT~~_
Section A Receipts and payments
Unrestricted
funds
Restricted
funds
Endowment
funds
Total funds
Last year
to the nearest
£
to the nearest £
to the nearest £
to the nearest £
to the nearest £
A1 Receipts
POTS UK
1159813
CC16a
Receipts and payments accounts
For the period
from
Period start date
To
Period end date
06/04/2023
05/04/2024
~~FT~~_
Section A Receipts and payments
Unrestricted
funds
Restricted
funds
Endowment
funds
Total funds
Last year
to the nearest
£
to the nearest £
to the nearest £
to the nearest £
to the nearest £
A1 Receipts
POTS UK
1159813
CC16a
Receipts and payments accounts
For the period
from
Period start date
To
Period end date
06/04/2023
05/04/2024
~~FT~~_
Section A Receipts and payments
Unrestricted
funds
Restricted
funds
Endowment
funds
Total funds
Last year
to the nearest
£
to the nearest £
to the nearest £
to the nearest £
to the nearest £
A1 Receipts
POTS UK
1159813
CC16a
Receipts and payments accounts
For the period
from
Period start date
To
Period end date
06/04/2023
05/04/2024
~~FT~~_
Section A Receipts and payments
Unrestricted
funds
Restricted
funds
Endowment
funds
Total funds
Last year
to the nearest
£
to the nearest £
to the nearest £
to the nearest £
to the nearest £
A1 Receipts
POTS UK
1159813
CC16a
Receipts and payments accounts
For the period
from
Period start date
To
Period end date
06/04/2023
05/04/2024
~~FT~~_
Section A Receipts and payments
Unrestricted
funds
Restricted
funds
Endowment
funds
Total funds
Last year
to the nearest
£
to the nearest £
to the nearest £
to the nearest £
to the nearest £
A1 Receipts
POTS UK
1159813
CC16a
Receipts and payments accounts
For the period
from
Period start date
To
Period end date
06/04/2023
05/04/2024
~~FT~~_
Section A Receipts and payments
Unrestricted
funds
Restricted
funds
Endowment
funds
Total funds
Last year
to the nearest
£
to the nearest £
to the nearest £
to the nearest £
to the nearest £
A1 Receipts
POTS UK
1159813
CC16a
Receipts and payments accounts
For the period
from
Period start date
To
Period end date
06/04/2023
05/04/2024
~~FT~~_
Section A Receipts and payments
Unrestricted
funds
Restricted
funds
Endowment
funds
Total funds
Last year
to the nearest
£
to the nearest £
to the nearest £
to the nearest £
to the nearest £
A1 Receipts
POTS UK
1159813
CC16a
Receipts and payments accounts
For the period
from
Period start date
To
Period end date
06/04/2023
05/04/2024
~~FT~~_
Section A Receipts and payments
Unrestricted
funds
Restricted
funds
Endowment
funds
Total funds
Last year
to the nearest
£
to the nearest £
to the nearest £
to the nearest £
to the nearest £
A1 Receipts
POTS UK
1159813
CC16a
Receipts and payments accounts
For the period
from
Period start date
To
Period end date
06/04/2023
05/04/2024
~~FT~~_
Section A Receipts and payments
Unrestricted
funds
Restricted
funds
Endowment
funds
Total funds
Last year
to the nearest
£
to the nearest £
to the nearest £
to the nearest £
to the nearest £
A1 Receipts
POTS UK
1159813
CC16a
Receipts and payments accounts
For the period
from
Period start date
To
Period end date
06/04/2023
05/04/2024
~~FT~~_
Section A Receipts and payments
Unrestricted
funds
Restricted
funds
Endowment
funds
Total funds
Last year
to the nearest
£
to the nearest £
to the nearest £
to the nearest £
to the nearest £
A1 Receipts
POTS UK
1159813
CC16a
Receipts and payments accounts
For the period
from
Period start date
To
Period end date
06/04/2023
05/04/2024
~~FT~~_
Section A Receipts and payments
Unrestricted
funds
Restricted
funds
Endowment
funds
Total funds
Last year
to the nearest
£
to the nearest £
to the nearest £
to the nearest £
to the nearest £
A1 Receipts
POTS UK
1159813
CC16a
Receipts and payments accounts
For the period
from
Period start date
To
Period end date
06/04/2023
05/04/2024
~~FT~~_
Section A Receipts and payments
Unrestricted
funds
Restricted
funds
Endowment
funds
Total funds
Last year
to the nearest
£
to the nearest £
to the nearest £
to the nearest £
to the nearest £
A1 Receipts
POTS UK
1159813
CC16a
Receipts and payments accounts
For the period
from
Period start date
To
Period end date
06/04/2023
05/04/2024
~~FT~~_
Section A Receipts and payments
Unrestricted
funds
Restricted
funds
Endowment
funds
Total funds
Last year
to the nearest
£
to the nearest £
to the nearest £
to the nearest £
to the nearest £
A1 Receipts
POTS UK
1159813
CC16a
Receipts and payments accounts
For the period
from
Period start date
To
Period end date
06/04/2023
05/04/2024
~~FT~~_
Section A Receipts and payments
Unrestricted
funds
Restricted
funds
Endowment
funds
Total funds
Last year
to the nearest
£
to the nearest £
to the nearest £
to the nearest £
to the nearest £
A1 Receipts
POTS UK
1159813
CC16a
Receipts and payments accounts
For the period
from
Period start date
To
Period end date
06/04/2023
05/04/2024
~~FT~~_
Section A Receipts and payments
Unrestricted
funds
Restricted
funds
Endowment
funds
Total funds
Last year
to the nearest
£
to the nearest £
to the nearest £
to the nearest £
to the nearest £
A1 Receipts
POTS UK
1159813
CC16a
Receipts and payments accounts
For the period
from
Period start date
To
Period end date
06/04/2023
05/04/2024
~~FT~~_
Section A Receipts and payments
Unrestricted
funds
Restricted
funds
Endowment
funds
Total funds
Last year
to the nearest
£
to the nearest £
to the nearest £
to the nearest £
to the nearest £
A1 Receipts
POTS UK
1159813
CC16a
Receipts and payments accounts
For the period
from
Period start date
To
Period end date
06/04/2023
05/04/2024
~~FT~~_
Donations 76,744 76,744 - - - - - - - - - 76,744 76,744 50,725
Sales of merchandise - - - - - - - - - - - - - 2,635
Bank interest 420 420 420 420 -
Grant to fund Masterclass - - - - - - - - - - - - - 18,000
- - - - - - - - - - - - - -
- - - - - - - - - - - - - -
- - - - - - - - - - - - - -
- - - - - - - - - - - - - -
Sub total(Gross income for
AR)
(Gross income for
AR)
77,164 77,164 - - - - - - - - - 77,164 77,164 71,360
A2 Asset and investment sales,
(see table).
-
-
-
-
-
-
-
-
-
Sub total -
-
-
-
-
Total receipts 77,164
-
-
77,164
71,360
A3 Payments
—__—~~——~~
Printing, postage and stationary 1,717 1,717 - - - - - - - - - 1,717 1,717 1,004
Advertising and promotional costs - - - - - - - - - - - - - 3,747
Wages and salaries 26,564 26,564 - - - - - - - - - 26,564 26,564 26,790
Computer expenses and consumables 100 100 - - - - - - - - - 100 100 2,448
Fundraising costs 672 672 - - - - - - - - - 672 672 -
Accountancy fees 817 817 - - - - - - - - - 817 817 2,220
Trustee travelling and other expenses - - - - - - - - - - - - - 1,134
Office Supplies - - - - - - - - - - - - - 308
Training 1,463 1,463 - - - - - - - - - 1,463 1,463 409
Purchase of promotional items 4,387 4,387 - - - - - - - - - 4,387 4,387 5,983
Insurance 551 551 - - - - - - - - - 551 551 611
Legal & professional 600 600 - - - - - - - - - 600 600 -
Depreciation 1,138 1,138 - - - - - - - - - 1,138 1,138 -
Research - - - - - - - - - - - - - 1,588
Software and subscriptions 5,166 5,166 - - - - - - - - - 5,166 5,166 695
PayPal fees 237 237 - - - - - - - - - 237 237 216
Cost of providing masterclass - - - - - - - - - - - - - 9,883
Meeting expenses 1,749 1,749 - - - - - - - - - 1,749 1,749 -
Website development and maintenance 2,703 2,703 - - - - - - - - - 2,703 2,703 -
**Sub total ** 47,864 47,864 - - - - - - - - - 47,864 47,864 57,036
A4 Asset and investment
purchases, (see table)
Other assets
2,276
-
-
2,276
-
-
-
Sub total 2,276
-
-
2,276
-
Total payments
50,140
-
-
50,140
57,036
Net of receipts/(payments)
27,024
-
- 27,024
14,325
A5 Transfers between funds
-
- -
-
-
A6 Cash funds last year end
94,388
- -
94,388
102,801
Cash funds this year end
121,412
-
- 121,412
117,126
————~~——~~
————

Section B Statement of assets and liabilities at the end of the period

Categories
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
Other assets
Details
Details
Details
Unrestricted
funds
to nearest £
121,412
-
-
121,412
OK
Unrestricted
funds
to nearest £
2,276
-
-
-
-
-
Fund to which
asset belongs
Fund to which
asset belongs
Fund to which
liability relates
Restricted
funds
to nearest £
-
-
-
-
OK
Restricted
funds
to nearest £
-
-
-
-
-
-
Cost (optional)
-
-
-
-
-
Cost (optional)
-
-
-
-
-
-
-
-
-
Amount due
(optional)
-
-
-
-
Endowment
funds
to nearest £
-
-
-
-
OK
Endowment
funds
to nearest £
-
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
-
-
-
-
When due
(optional)
Signed by one or two trustees on
behalf of all the trustees
Signature Print Name Date of
approval

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 2024 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 05/04/2024 .

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:

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.

Date: 20/12/2024

Signed: Date: Name: MICHAEL BROWN ~~Cs~~ Relevant professional ACCA qualification(s) or body (if any): Address: 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