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2024-03-31-accounts

The Treatment Bag CIO

Trustees Annual Report 28.5.24

For the period 01 April 2023 – 31 March 2024

Charity Name: The Treatment Bag CIO Charity Registration no: 1177345 Registered Office: Charlton Musgrove House Rectory Lane Wincanton BA9 8ES Trustees: Maymie White Lisa Dennis Jo Anson Bank: Barclays Bank plc Finance Manager: Emily Showering

Purposes and Aims

Our charity’s purpose is to benefit members of the public living with cancer who are having or have had treatment for their disease by providing them with a bag of luxury treats, chosen to mitigate the side effects of cancer treatments

We aim to make cancer patients feel cared for and supported and to reach as many cancer patients as possible in the UK.

We also aim to benefit patients’ friends, family and colleagues by providing a way for them to show their support.

Day-to-day Activity

We assemble and send out by post or hand over in person, beautiful linen gift bags filled with luxurious, relevant treats specifically chosen to help mitigate the side effects of treatment for cancer.

Structure

The charity is managed day to day by three trustees and one part-time, selfemployed paid member of staff from offices in Somerset and Dorset, UK.

In January 2024 Gavin White, one of the three founder trustees, stood down as trustee to allow more time to pursue other charitable interests. The charity would have struggled to launch without him and his initial input was invaluable. He remains closely aligned to the charity. He is replaced by Jo Anson, whose core activity is to monitor and improve the bag contents. Jo’s wide-spread connections and powers of communication and persuasion have already been a huge success, with an audit and overhaul of the Man Bag contents already in place.

Increasingly, the balance of quality of bag contents and cost needs to be closely monitored.

Structure cont’d

The trustees’ activities include:

The trustees spend much time marketing the charity to reach as many patients as possible. New routes to a wider audience include:

The trustees have regular meetings to discuss the management and progression of the charity.

The member of staff’s responsibilities include:

Treatment Bags

Bags can be ordered through the charity’s website, www.treatmentbag.co.uk where the requested donation covers the cost of the bag only. Running costs are met by other, additional donations.

During the year, there were seven wrap days, where overall eight unpaid volunteers met to wrap the contents of the bags.

During this year of trading the charity was able to send out and give away a total of 480 bags (last year the total was 274):

Hospitals and Oncology Centres

We have developed our strategy to give away smaller bags (Handbags) to NHS patients for free. In addition to the on-going arrangement with Yeovil Hospital, we have added Hampshire (Basingstoke) hospital as a regular receiver of Handbags, with a trial run at Southampton Hospital with arrangements in discussion with one other.

The totals of bags we have donated to hospitals and oncology centres this year are as follows:

x105 bags to Yeovil Hospital (on-going at x20 bags per month) x15 bags to Hampshire Hospital (on-going at x15 bags per month) x15 bags to Southampton Hospital (on-going numbers to be established)

We remain committed to creating high-quality bags, containing considered, premium gifts, individually wrapped in tissue paper with a hand-wriitten note from the donor where relevant.

Giveaways and Collaborations

In the spirit of a common goal – to improve the lives of those who have received a cancer diagnosis – we collaborate with, and support other cancer charities:

Something to Look Forward To

This year we have given for free x19 bags to Something To Look Forward To in a collaborative free draw each month, held via Social Media.

The Cancer Club

We have donated x19 bags to The Cancer Club , a charity set up specifically for men. The Cancer Club have subsequently donated £150 to Treatment Bag.

From Me To You

We include a letter in each bag, donated to us from the charity From Me To You and have featured them in our monthly emailers.

Stories of Cancer and Hope

We have promoted the book ‘Stories of Cancer and Hope’ in each of our emailers, the proceeds of which go to Maggie’s Centres.

Wigs for Heroes

A small and wonderful charity which we have featured in our monthly emailer and on our website.

Nat Woodward

We were thrilled to welcome Nat Woodward as our ambassador. As a social media influencer within the cancer community, Nat has a strong and positive voice with almost 38,000 followers. She lives with and shares her physical, mental and emotional consequences of cancer and is a constant reminder of why cancer patients deserve as much support as we can give.

Income and Fundraising

The cost of bags requested by friends, family and colleagues via the website is covered by the suggested donation. In January 2024 we added the postage cost to the suggested donation on the website.

The cost of bags we donate to hospitals and oncology centres needs to be met via fundraising. Our main fundraiser was The Blue Lace Challenge.

The Blue Lace Challenge

A walk/run during the month of October 2023, where participants could register and request blue laces for their walking boots/trainers. Photographs were then shared on Social Media in an attempt to garner momentum and exposure to as broad an audience as possible. The campaign raised £10,105.

During the year we were extremely grateful to the following supporters:

Expenditure

Expenses include the products within the bags, packaging, postage and distribution costs, as well as printed materials, cost of the running of the website and commission fees to Paypal, Stripe and the unavoidable percentage that JustGiving deduct from donations and Gift Aid. Costs are kept to a minimum and where possible, at least two quotes are considered before each purchase. Negotiations for the products within the bags are ongoing.

Objectives

www.treatmentbag.co.uk Treatment Bag CIO Registered Number 1177345 Charlton Musgrove House, BA9 8ES

Charity Name No (if any) The Treatment Bag 1177345 Receipts and payments accounts CC16a For the period Period start date Period end date To from 01/04/2023 31/03/2024

Section A Receipts and payments

A1 Receipts Unrestricted
funds
to the nearest
£
26,119
-
-
-
-
-
-
-
26,119
-
-
-
26,119
50
1,647
1,898
1,163
695
941
9,742
-
-
16,136
-
-
-
16,136
9,983
-
17,878
27,861
Restricted
funds
to the nearest £
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
Endowment
funds
to the nearest £
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
Total funds
to the nearest £
26,119
-
-
-
-
-
-
-
26,119
-
-
-
26,119
50
1,647
1,898
1,163
695
941
9,742
-
-
16,136
-
-
-
16,136

9,983
Total funds
to the nearest £
26,119
-
-
-
-
-
-
-
26,119
-
-
-
26,119
50
1,647
1,898
1,163
695
941
9,742
-
-
16,136
-
-
-
16,136

9,983
Last year
to the nearest £
Donations 26,119 7,267
- -
- -
- -
- -
- -
- -
- -
Sub total(Gross income for
AR)
26,119 7,267
A2 Asset and investment sales,
(see table).
-
- -
Sub total - -
Total receipts
A3 Payments
7,267
Registration 50 93
Administration 1,647 514
Web & advertising 1,898 -
Printing&packaging 1,163 295
FundraisingCosts 695 -
Postage 941 610
Products 9,742 22,363
- -
- -
**Sub total ** 16,136 23,875
A4 Asset and investment
purchases, (see table)
-
-
**Sub total ** - -
Total payments
Net of receipts/(payments)
A5 Transfers between funds
A6 Cash funds last year end
Cash funds this year end
23,875
9,983 - -
9,983
- 16,608
- - - -
17,878 - - 17,878 34,486
27,861 - - 27,861 17,878

CCXX R1 accounts (SS)

1

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
B3 Investment assets
B2 Other monetary assets
B4 Assets retained for the
charity’s own use
B1 Cash funds
Details
Details
Total cash funds
(agree balances with receipts and payments
account(s))
Details
Details
Details
Signature
Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
-
-
-
-
-
-
27,861
-
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
Endowment
funds
to nearest £
-
-
-
-
OK
Endowment
funds
to nearest £
-
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
-
-
-
-
When due
(optional)
Date of
approval

CCXX R2 accounts (SS)

2