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2023-10-31-accounts

Shwachman Diamond Syndrome UK

Annual report for the period 1 November 2022 to 31 October 2023

ABOUT SHWACHMAN DIAMOND SYNDROME

Our mission is to support UK patients and families affected by SDS.

Shwachman Diamond Syndrome (SDS) is a rare genetic disorder that causes problems with the skeleton, digestion, and with the blood / immune system. Research studies have estimated that it occurs in between 1 in 75,000 and 1 in 350,000 births. Patients with SDS can have problems growing, with the absorption of food, will have an impaired immune system from time to time and may have more frequent infections and fevers. In a minority of cases, patients may go on to develop blood cancers such as myelodysplastic syndrome and leukaemia.

THE CHARITY

Shwachman Diamond Syndrome UK is a charity that was formed as a Charitable Incorporated Organisation on 5 November 2015 with registered number 1164269. The Charity has been formed to support patients and families in the UK affected by SDS by:

REVIEW OF THE PERIOD

During the period the charity was focused on developing its activities and continuing to gather funds for future distribution. The following individuals served as Trustees during the period:

FUND RAISING

The Charity raised £61,691 in donations from a variety of individual and corporate sources. The financial year spanned the period impacted by the COVID-19 pandemic which reduced the ability of the Charity

and Fundraisers to organise events in support of the Charity. The Trustees would like to thank everyone who has donated and who have held fund-raising events to support Shwachman Diamond Syndrome UK this year.

EXPENDITURE AND COMMITMENTS

The Charity has continued to support the work of the Adult clinic in Cambridge. In addition, the Charity retains its commitment to the University of Cambridge to fund a SDS registry hosted by the UK Biobank in Cambridge. This will support Professor Warren’s current projects and lay the foundation for future research into SDS by established research teams.

In 2023, we made payments to support the International Scientific Congress held in Cambridge, to support fund raising activities and to bring the SDS community together for a family day.

The Trustees have set aside a small reserve for the limited ongoing costs of the Charity.

OUR PLANS FOR 2024

The Trustees will continue to prioritise the following activities:

The trustees remain committed to advancing the cause of SDS in the UK and are open to suggestions from the family and patient community on areas that would help the Charity achieve its objective of assisting those who are impacted by this disorder.

Board of Trustees

23 August 2024

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Shwachman Diamond Syndrome UK 1164269
Receipts and payments accounts CC16a
For the period 01-Nov-22 31-Oct-23
To
from
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 60,678 1,013 - 61,691 7,294
Interest on cash balances - - - - -
Prof Warren fundraising - - - - 1,000
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
Sub total (Gross income for AR) 60,678 1,013 - 61,691 8,294
A2 Asset and investment sales, (see
table).
- - - - -
- - - - -
Sub total - - - - -
Total receipts 60,678 1,013 - 61,691 8,294
A3 Payments
Scientific conferences and research 5,180 1,024 - 6,204 -
Payments to support fund raising activities 2,175 - - 2,175
Travel expenses 162 - - 162 -
Family day, Website and public engagement 1,498 - - 1,498 -
Support of patient clinics 150 - - 150 -
Marketing materials 803 - - 803 -
Other expense 40 772 - 812 -
- - - - -
- - - - -
Sub total [ 10,008 ] 1,796 - 11,804 -
A4 Asset and investment purchases, (see
table)
- - - - -
- - - - -
Sub total [ - ] - - - -
Total payments 10,008 1,796 - 11,804
Net of receipts/(payments) 50,670 - 782 - 49,887 8,294
A5 Transfers between funds - - - - -
A6 Cash funds last year end 50,157 12,066 - 62,223 53,929
Cash funds this year end 100,827 11,283 - 112,110 62,223
----- End of picture text -----

23/08/2024

CCXX R1 accounts (SS)

1

Section B Statement of assets and liabilities at the end of the period Section B Statement of assets and liabilities at the end of the period 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
B5 Liabilities
B4 Assets retained for the charity’s
own use
B3 Investment assets
B2 Other monetary assets
B1 Cash funds
Signature
University of Cambridge
Other
Details
Details
Details
Details
Cash at bank
Total cash funds
(agree balances with receipts and payments
account(s))
Details
Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
100,827
11,283
-
-
-
-
100,827
11,283
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)
Restricted
29,969
Restricted
2,750
-
-
-
Print Name
Andrew Olding
Endowment
funds
to nearest £
-
-
-
-
OK
Endowment
funds
to nearest £
-
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
-
-
-
-
When due
(optional)
Date of
approval
23 Aug 24

23/08/2024

CCXX R2 accounts (SS)

2

Independent examiner's report on the accounts

Section A Independent Examiner’s Report

Report to the trustees Shwachman Diamond Syndrome UK On accounts for the year 31 October 2023 Charity no 1164269 ended (if any) Set out on pages (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 31/10/2023 .

Responsibilities and As the charity's trustees, you are responsible for the preparation of the basis of report 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 all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent I have completed my examination. I confirm that no material matters have examiner's statement come to my attention 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 this report in order to enable a proper understanding of the accounts to be reached.

Date: 23/08/2024 Signed: Name: Rosalind Scrope Relevant professional qualification(s) or body (if any): Address: The Flat Aydon Hose, Corbridge, Northumberland NE45 5PL

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