Trustees’ Annual Report for the period
From 1/1/2024 Period start date To 31/12/2024 Period end date
Charity name: IBD PASSPORT
Charity registration number: 1171268
Objectives and Activities
----- Start of picture text -----
||||
|---|---|---|
|SORP reference|
|Summary of the purposes of|Para 1.17|Promotion of good health of people with|
|the charity as set out in its|crohns disease and ulcerative colitis|
|governing document|(inflammatory bowel disease) who plan to|
|travel by educating and informing sufferers|
|of these diseases through providing|
|information and advice|.|
|Summary of the main|Para 1.17 and|Provision of logistical advice and|
|1.19|
|activities in relation to those|information to support good health in|
|purposes for the public|those with IBD who plan to travel|
|benefit, in particular, the|
|activities, projects or|
|services identified in the|
|accounts.|
|Statement confirming|Para 1.18|All trustees have read and understand|
|whether the trustees have|the charity commission guidance|
|had regard to the guidance|
|issued by the Charity|
|Commission on public|
|benefit|
----- End of picture text -----
Additional information (optional)
You may choose to include further statements where relevant about:
SORP reference
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 | - We have continued social media presence on both Twitter and Instagram. - Reviewed website content for any updates or broken links and corrected several such. - Improving the registration process to encourage more registrations. - Updating background metatags and updating URL - Implementing background website security updates (done quarterly). - Updated donations button on the website - Maintained Google ad words grant of £10,000using Insight marketing company - Increased charity user engagement and help with logistical support to connect patients with IBD services overseas so they can have no disruption in their care whilst travelling. |
Additional information (optional) You may choose to include further statements where relevant about:
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | Bank balance as of 31/12/2024: £283.79 |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | The balance in this account is grant money remaining from The Helmsley Trust. |
| Amount of reserves held | Para 1.22 | Reserves of £5,000 ideally to be maintained although this has not happened due to lack of donations |
| 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 | No Further Helmsley grant funding there fore we have approached AOIBD and various pharmaceutical companies for ongoing assistance. Plan to scale back running costs to minimum Ad words costs to prolong existing funding. |
Additional information (optional)
You may choose to include further statements where relevant about:
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | |
| 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 | Trustees appointed for their skills and knowledge of Inflammatory bowel disease and previous experience as a trustee for other charities |
Additional information (optional)
You may choose to include further statements where relevant about:
Reference and Administrative details
| Charity name | IBD PASSPORT |
|---|---|
| Other name the charity uses | |
| Registered charitynumber | 1171268 |
| Charity’s principal address | 48 CAMBERLEY HOUSE, REDHILL ST, LONDON, NW1 4AX |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| Isobel mason | Wholeyear | |||
| Dr Charles Murray | Wholeyear | |||
| Dr PhillipSmith | Wholeyear | |||
– Corporate trustees names of the directors at the date the report was approved Director name KAY GREVESON Professor shomron Ben-horin
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 N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for N/A safe custody and segregation of such assets from the charity’s own assets
Additional information (optional)
Names and addresses of advisers (Optional information)
Type of Name Address adviser
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) KAY GREVESON
Position (eg Secretary, CHAIR Chair, etc)
Date 15/1/2025
IBD PASSPORT C.I.O. FINANCIAL STATEMENTS FOR THE YEAR ENDED 31ST DECEMBER 2024 CONTENTS PAGE Legal and Administrative Information Trustees, Report Independent Examiners Report Receipts and Payments Account statement of Assets and Liabilities Notes to the Financial Statements
IBD PASSPORT C.I.O. LEGAL AND ADMINISTRATIVE INFORMATION FOR THE YEAR ENDED 31ST DECEMBER 2024 Registered Charity number 1171268 Principal address Flat 48 Camberley House Redhill Street London NW14AX Chainnan K Greveson Secretary C Durcan Treasurer K Greveson Charlty Trust888 Dr P Smith Dr C Murray l Mason Corporate Trustees K Greveson Professor S Ben-Horin Accountants Ashworth Bailey Limited 20a Racecommon Road Barnsley S70 1BH Bankers Natwest 1 Hardman Blvd Manchester M3 3AQ page 1
IBD PASSPORT C.I.O. TRUSTEES, REPORT FOR THE YEAR ENDED 31ST DECEMBER 2024 The trustees present their report and accounts for the year ended 31 December 2024. Structure, governance and management IBD Passport is a Charitable Incorporated Organisation (CIO) registered with the Charity Commission and governed by its constitution. The affairs of the charity are managed by the charity trustees who exercise all the powers of the CIO. The trustees are appointed at the Annual General Meeting by the membership. Membership is open to anyone who is interested in furthering the aims of the charity and who has agreed to become a member and accept the duties of a member as set out in the constitution. The members of the CIO have no liability to contribute to assets and no personal responsibility for settling debts and liabilities in the event of winding up. Appointment of trustees In accordance with the terms of the constitution there must be at least three trustees. If the number falls below this the remaining trustees can only act to call a meeting of the trustees or appoint a new trustee. The maximum number of trustees is 8. Each new trustee is given a copy of the constitution and a copy of the latest accounts on appointment. The serving Trustees at the year end are shown on page 1. Charitable aims and objectives 1. To promote the good heath of people with Crohn's Disease and ulcerative colitis (Inflammatory Bowel Disease) who plan to travel by educating and informing sufferers of these diseases through providing information and advice. 2. The provision of logistical advice and information to support good health in those with Inflammatory Bowel Disease who plan to travel. Activities undertaken for the public benefit In shaping the objectives for the year, the trustees have paid due regard to the public benefit guidance published by the Charity Commission. page 2
IBD PASSPORT C.I.O. TRUSTEES, REPORT (continued) FOR THE YEAR ENDED 31ST DECEMBER 2024 Achievements and perfomiance during the year Activities and achievements in the current year have included: We have continued social media presence on both Twitter and Instagram. Reviewed website content for any updates or broken links and corrected several such. Improving the registration process to encourage more registrations. Updating background metatags and updating URL Implementing background website security updates (done quarterly). Updated donations button on the website Maintained Google ad words grant of £10,000 using Insight Marketing Company Increased charity user engagement and help with logistical support to connect patients with IBD services overseas so they can have no disruption in their care whilst travelling. page 3
IBD PASSPORT C.I.O. TRUSTEES, REPORT (continued) FOR THE YEAR ENDED 31ST DECEMBER 2023 The Charity's pollcy on reserves This is unchanged and we remain committed to setting aside funds that will enable us to meet any contractual obligations and provide us with three months running costs although this has not happened due to lack of donations. Going concarn There is no further Helmsley Grant funding therefore we have approached AOIBD and various pharmaceutical companies for ongoing assistance. We plan to scale back running costs to minimum ad words costs to prolong existing funding. Related Parties There are no related parties. Trustees responsibllities for the financial statements The trustees are responsible for keeping proper accounting records which disclose with reasonable accuracy the financial position of the charity at any time and enable the trustees to prepare financial statements each year. The trustees are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud or other irregular activities. The trustees declare that they have approved the report above. Signed on behalf of the charity's trustees: Signed..... 17th December 2025 K Greveson, Corporate Trustee page 4
Independent Examiners report on the unaudited accounts of IBD PASSPORT C.I.O. I report on the accounts for the year ended 31st December 2024 set out on pages 6 to 8. Respactive responsibilities of trustees and examiner The charity's trustees are responsible for the preparation of the accounts. The charity's trustees consider that an audit is not required for this year under section 144 of the Charities Act 2011 (the Charities Act) and that an independent examination is needed. It is my responsibility to: examine the accounts under section 145 of the Charities Act, to follow the procedures laid down in the general Directions given by the Charity Commission (under section 145(5)(b) of the Charities Act, and to state whether particular matters have come to my attention. Basls of independent examlners report My examination was carried out in accordance with general Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts and seeking explanations from the trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is given as to whether the accounts present a 'true and fair, view, and the report is limited to those matters set out in the statement below. My work was conducted in accordance with the Statement of Standards for Reporting Accountants, and so my procedures consisted of comparing the accounts with the accounting records kept by the club, and making such limited enquiries of the officers of the club as I considered necessary for the purposes of this report. These procedures provide the only assurance expressed in our opinion. Independènt Examiners Statemant In connection wlth my examination. no matter has come to my attention. 1. which gives m8 r8asonable cause to balieve that in, any material respect, the requirements: to keep accounting records in accordance with section 130 of the Charities Act; and to prepare accounts which accord with the accounting records and comply with the accounting requirements of the Charities Act have not been met. or 2. to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached. Martin Ashworth FCCA Ashworth Bailey Limited Chartered Certified Accountants 20a Racecommon Road Barnsley S70 1 BH 18th December 2025 page 5
IBD PASSPORT C.I.O. Receipts and Payments Account Year ended 31st December 2024 Notes Unrestricted Restricted Funds Funds Total 2024 2023 Receipt Donations Charities Aid Foundation 971 100 971 100 114 Total receipts 114 Payments Advertising and marketing Website and updates Computer software Independent examiner fee Bank charges 3,960 1 ,869 542 960 24 3,960 1,869 542 960 24 7,260 2,185 458 960 Total payments Surplusl{deficit) 1.071 (7,355) (6,284) (10,773) Total funds brought forward 114 Total funds carrled forward 284 page 6
IBD PASSPORT C.I.O. Statement of assets and liabilities 31st December 2024 Notes 2024 2023 Monetary assats Current account 284 Assets retained for the charity's own use Liabllltles at the year end Independent examiner fee 480 480 Approved by the Trustees on 17th December 2025 and signed on its behalf. K Greveson Corporate Trustee The notes on page 8 form part of these financial statements page 7
IBD PASSPORT C.I.O. Notes to the financial statements Year ended 31st December 2024 Accounting policies 1.1 Basis of preparation The financial statements have been prepared on a Receipts and Payments basis which summarises the movement of cash in and out of the organisation. This format is available to non-company charities with gross annual income of £250,000 or less. 1.2 Funds structure The charity maintains an unrestricted fund which represents funds which are expendable at the discretion of the Trust in furtherance of the objectives of the charity. Unrestricted funds may arise from grants and donations of a general nature, fees or goods and services provided and payments for service contracts. Restricted funds may be provided to the charity for particular purposes and may only be spent for the purposes for which they are given. Any balance outstanding on a restricted fund at the end of the year is carried forward as a balance on the fund, unless permission has been given by the funder to remove the restriction on the balance outstanding. Restricted funds will arise from grants and donations given to the charity for specific purposes. 2. Trustea payments, benefits and expens88 Payments were made to Corporate Trustees during the year of NIL (2023 - £NIL}. 3. Restricted Funds Balance Incoming Resources Funds bfwd resources expended transfer Balance cfwd Helmsley Trust Janssen Pharmaceuticals 4,566 6,454 1,888 4. Assets retained for the charity's own use There are no assets for the charity's own use. page 8