We Are Donors Annual Trustee Report 2022-2023
| 2022-2023 | |
|---|---|
| Section A - Reference and administration details | 2 |
| Trustees | 2 |
| Advisors | 2 |
| Management team | 3 |
| Section B - Structure, governance and management | 4 |
| Section C - Objectives and activities | 5 |
| Section D - Achievements and performance | 6 |
| Section E - Financial review | 7 |
| Section F - Other optional information | 8 |
| Section G - Declaration | 8 |
| Further details | 10 |
We Are Donors Annual Trustee Report 2022-2023
Section A - Reference and administration details
| From (start date): To (end date): |
09/03/2022 30/06/2023 |
|---|---|
| Charity Name: Other Names: |
We Are Donors The charity is not known by any other names |
| Registered charity number: | 1178843 |
| Charity’s principal address: | 20 Peat Moors, Headington, Oxford, OX3 7HS |
Trustees
| Trustees | |||
|---|---|---|---|
| Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (of body entitled to appoint trustee (if any) |
| Matthew Byrne | Chair | Whole year | |
| Jasper Mogg | Until 19/3/22 | ||
| Matthew Symington | Whole year | ||
| Jonathan Mayes | Until 19/3/22 | ||
| Charlotte Braithwaite Shirley |
Treasurer | Whole year | |
| Jenny Whitby | Whole year | ||
| Laura Whitter | Whole year | ||
| Maddy Green | Whole year | ||
| Joe Battle | Whole year |
Advisors
Names and addresses of advisers (optional information)
| Name | Type of advisor | Address |
|---|---|---|
| None |
2
We Are Donors Annual Trustee Report 2022-2023
Management team
| Management team | |
|---|---|
| Management team | |
| Interim CEO | KimberleySalmassian (start date Oct 2022,end date 17/12/22) |
| CharityManager | IzzyHarvey-Kelly (start date May2023) |
| Logistics Team | |
| Secretary | Joseph Battle |
| People and Culture | Beatrice Soakell |
| Alumni Relationships Lead | Anya Johnston |
| National Internal Events Lead | Nithesh Ranasinha |
| Recruitment Lead | Sophie Hughes |
| Responsible trustee | Joseph Battle |
| Operations Team | |
| Operations Lead | Matthew Symington |
| Operations Assistant | MaddyGreen |
| Operations Assistant | Jessica Craig |
| Operations Team Member: London NHSBT Grant |
Charlotte Brathwaite-Shirley |
| Responsible trustee | Matthew Symington, MaddyGreen |
| Finance team | |
| Treasurer | Charlotte Brathwaite-Shirley |
| Treasuryteam member | Moneet Gill |
| FundraisingLead | Milosz Wojtowicz |
| Responsible trustee | Charlotte Brathwaite-Shirley |
| Marketing team | |
| Social Media Lead | Jade McKeown |
| Social Media Team member | Eileen Chen |
| BlogLead | Rachel Morris |
| Social media team member | Oliver Skan |
| Newsletter Team Member | Beatrice Soakell |
| IT Lead | Samuel Ajayi |
| Responsible trustee | Matt Byrne |
| IT team | |
| IT Lead | Samuel Ajayi |
3
We Are Donors Annual Trustee Report 2022-2023
| IT Advisor | Jasper Mogg |
|---|---|
| Responsible trustee | Matt Byrne |
| Education team | |
| Education Lead | JennyWhitby |
| Education Team Member | TimothyBeach |
| Education Team Member | Zaha Kamran Siddique |
| Education Team Member | Luke Ginnelly |
| Responsible trustee | JennyWhitby |
| Blood donation team | |
| Blood Donation Lead | Laura Whitter |
| Blood donation Team Member | Zoe Kirkham |
| Responsible trustee | Laura Whitter |
| Research Team | |
| Research Team Lead | James Convill |
| Research Team Member | Eleanor Duck |
| Research Team Member | KaiyangSong |
| Responsible trustee | Matt Byrne |
Section B - Structure, governance and management
| Type of governing document: | Constitution |
|---|---|
| How the charity is constituted: | CIO - FOUNDATION |
| Trustee selection methods: | Elected by existing trustees |
Additional governance issues (optional)
| You may choose to include additional information, where relevant, about: ●policies and procedures adopted for the induction and training of trustees; ●the charity’s organisational structure and any wider network with which the charity works; |
The We Are Donors Charity has multiple locally run We Are Donors Groups. These groups consist of: a ‘Local Lead’ that has overall responsibility for the group, and who is appointed following an interview with the We Are Donors management team or Board of Trustees; a ‘Local Committee’ that the Local Lead appoints and is elected each year by members of each Group. Each group meets with a member of the We Are Donors management team at least every 12 weeks to monitor progress and address any issues that may have arisen. |
|---|---|
4
We Are Donors Annual Trustee Report 2022-2023
| ●relationship with any related parties; ●trustees’ consideration of major risks and the system and procedures to manage them. |
The We Are Donors management team and Board of Trustees meet at least every 12 weeks to monitor progress and address any issues that may have arisen. Our educational materials have been reviewed by individuals with experience in blood and organ donation, transplantation, education, and ethics, and by NHS Blood and Transplant. The materials have previously been reviewed by the Newcastle University Research Ethics Committee. We have a comprehensive set of policies and procedures that are distributed to all parties to help protect all parties involved. All volunteers receive standardised training and we have developed standardised communication templates to ensure that communications from each We Are Donors group is as clear as possible. Apart from the interim CEO and then charity manager (both contracted through a recruitment agency), all members (including Trustees and Advisors) are volunteers and are unpaid. |
|---|---|
Section C - Objectives and activities
| Summary of the objects of the charity set out in its governing document |
WE ARE DONORS PROVIDES EDUCATION FOR THE PUBLIC IN GENERAL (AND PARTICULARLY AMONGST YOUNG PEOPLE UNDER THE AGE OF 25) IN THE SUBJECTS OF BLOOD, ORGAN, TISSUE, STEM CELL, AND BONE MARROW DONATION AND TRANSPLANTATION, INCLUDING DONOR REGISTRATION, IN SUCH WAYS AS THE TRUSTEES SEE FIT FOR THE BENEFIT OF THE GENERAL PUBLIC. |
|---|---|
| Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit) |
We have delivered talks about organ donation to schools and universities in Bristol, Cambridge, Dundee, Keele, Oxford, Newcastle, Sheffield, UCL, KCL, and Brighton University, Belfast and Cardiff. We established new groups in Belfast and Cardiff. Our groups organised blood donation events - including general awareness events, what’s your blood type events, and blood drives in collaboration with NHS Blood and Transplant. This year our Education Team worked with ‘The Prezenter’ - a graphics design company that transformed our presentation into a more engaging Prezi presentation. We made specific versions for our groups in Northern Ireland, Scotland, and Wales with local patient stories and location specific laws - so that our presentations are as relevant for local communities as possible. We have active social media accounts at the local and national level that produce and circulate digital marketing materials which increase awareness about blood and organ donation. |
5
We Are Donors Annual Trustee Report 2022-2023
We paused actively trying to recruit Local Leads from across the UK, so that we could focus on sustainably growing the charity’s current groups. All charity trustees have regard to the commission’s public benefit guidance. They are all aware of the guidance and have all taken it into account when making a decision to which the guidance is relevant.
Additional details of objectives NA and activities (optional information) You may choose to include further statements, where relevant, about:
-
●policy on grantmaking
-
●policy programme related investment
-
●contribution made by volunteers.
Section D - Achievements and performance
-
Summary of the main This year has been our most successful yet, and we have made great achievements of the charity progress in our mission to empower young people to make an during the year informed decision about blood and organ donation! ● 3418 school students from 30 schools around the UK heard our presentation about the importance of organ donation - compared to 1000 the year before.
-
● 2075 students attended our blood donation events and we registered 753 new blood donors - compared to 540 the year before.
-
● 116 individuals gave blood following our events - whose donations will have saved or changed the lives of approximately 348 people.
-
● We founded two new groups: We Are Donors Fionntán in Belfast, in memory of Fionntán McGarvey; and in Cardiff.
-
● We Are Donors Fionntán hosted an person education day in Northern Ireland attended by members of NIBTS and Dáithí himself!
-
● We worked with a graphics design company to transform our school talk into an engaging Prezi presentation.
-
● We worked with an animation company to develop two animations about the organ donation process, and the importance of organ donation among minority ethnicities.
-
● We hired our first member of staff to coordinate the activities of our local groups, so that our hard working ambassadors can maximise their impact.
-
● We expanded our social media team who have done an amazing job educating people online about the importance of blood and organ donation.
-
● We obtained an NHSBT grant to deliver our programmes to
6
We Are Donors Annual Trustee Report 2022-2023
Black African and Black Caribbean student communities.
Section E - Financial review
| Brief statement of the charity’s policy on reserves |
The Trustees have agreed a reserve policy of £50,000 for this financial year of unrestricted funds. This would enable our current activities to continue in the short term if funding drops and allow for continuation of charity activities for 1 year. This includes being able to continue payment of charity manager and running costs in case of closure. |
|---|---|
| Details of any funds materially in deficit |
Nil |
Further financial review details (optional information)
| You may choose to include additional information, where relevant, about: ●the charity’s principal sources of funds (including any fundraising); ●how expenditure has supported the key objectives of the charity; ●investment policy and objectives including any ethical investment policy adopted. |
Financial Review Our total income was £121,626 and our total outcome was £37,178. Our bank balance remains a healthy £ 92,772. This financial year was unique for We Are Donors and our most successful to date. Our donation incomes was extraordinary due to the incredible fundraising efforts in Belfast in memory of a student called Foinntan, where over 100K was raised for our charity by the public. This was not only our largest donation to date but also aiding in raising the profile of the charity. Going forward we are not forecasting to receive such significant ongoing donations. We also continue to be successful in securing NHSBT funding allowing us to continue our work reducing inequalities amongst minority ethnic groups. With this success has come increased workload and a required change in structure/running of the charity including being able to hire our first staff to assist with the demands of a growing charity. It was decided by the Trustees to change the We Are Donors financial reporting year from March to March, to July to July. This has therefore meant this financial year has been extended in line with charity commission regulations. This was done to allow the financial year to be in line with the running of the charity which is centered more around university and school term times and allows for more accurate representation of our annual activities. Our largest incomes came from fundraising donations in memory of Team Foinntan Our largest expenditure was on educational material development and production as well as and salary for our charity manager (hired on a temporary basis). We would like to take this opportunity to thank our volunteers, funders and supporters for their commitment to our charity, allowing us to |
|---|---|
7
We Are Donors Annual Trustee Report 2022-2023
continue to meet our objectives and goals.
Section F - Other optional information
Other optional information
Section G - Declaration
The trustees declare that they have approved the trustees’ report above. Signed on behalf of the charity’s trustees:
Name: Matthew Byrne Position: Trustee, Chair Date: 25/3/2024
8
We Are Donors Annual Trustee Report 2022-2023
STATEMENT OF ASSETS AND LIABILITIES
09/03/2022 - 30/06/2023
For The Year Ended 30[th] June 2023
| A1 Incoming resources Voluntary income: Donations: Donations - Public/Fundraising Donations - In memory/legacy Incoming resources from charitable activities: Grants Other income Total Incoming Resources A2 Asset and investment sales Sub total Total receipts A3 Resources expended Charitable Activities Sub total |
Unrestricted funds £ - - 101,410 - - 1,000 261 - 102,671 - 102,671 28,752 - - 28,752 |
Restricted funds £ - - - - - 18,955 - - 18,955 - 18,955 8,426 8,426 |
Total funds 2022-2023 £ - - 101,410 - - 19,955 261 - 121,626 - 121,626 37,178 - - 37,178 |
Last year 2021-2022 - - 9,893 - - - 353 - |
|
|---|---|---|---|---|---|
| 10,246 | |||||
| 10,246 | |||||
| 2,290 - - |
|||||
| 2,290 |
A4 Asset and investment purchases
Sub total -
-
9
We Are Donors Annual Trustee Report 2022-2023
| Total payments Net of receipts/(payments) A5 Transfers between funds A6 Funds last year end |
28,752 73,919 - 1,236.77 |
8,426 10,529 - 7,086.84 |
37,178 84,448 - 8,324 |
|---|---|---|---|
| Funds this year end | 75,156 | 17,616 | 92,772 |
The financial statement was presented to the Board of Trustees on 20th August 2023 and authorised for issue on 23/03/2024 signed on Trustees behalf by:
----- Start of picture text -----
…...................................................
----- End of picture text -----
Dr Charlotte Brathwaite-Shirley - Trustee
----- Start of picture text -----
…...................................................
----- End of picture text -----
Dr Matthew Byrne - Trustee
Further details
10
We Are Donors Annual Trustee Report 2022-2023
NOTES TO THE FINANCIAL STATEMENT
For The Year Ended 30[th] June 2023
Accounting Policies
Basis of preparing the financial statements
The financial statements have been prepared in accordance with Accounting and Reporting by Charities and with the requirements of the Charities Act 2011. The charity meets the conditions for preparation of accounts on a receipt and payment basis the Trustees have elected to prepare the accounts in this manner.
Funds accounting:
General funds are unrestricted funds which are available for use at the discretion of the Trustees in delivering the objectives of the charity and which have not been designated for other purposes
Restricted funds are funds to be used in accordance with specific restrictions imposed by the donor or if raised for particular purpose.
Income:
Donations and grants are included in income when they are receivable. Donations and grants for particular purposes are included in income as restricted funds.
Expenditure
These are recognised as soon as there is a legal or constructive obligation committing to that expenditure. Expenditure is accounted for on a receipt and payment basis.
11
Inde endent examiner's re ort to the trustees of We are Donors. I report to the trustees on my examination of the accounts of the We are Donors (the Trust) for the year ended 30" June 2023. Res onsibillties and basls of re ort As the charity trustees of the Trust, you are responsible for the preparation 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 all the applicable Directions given by the Charity Commission under section 145(5){b) of the Act. Inde endent examiner's statement I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect: 1. accounting records were not kept in respect of the Trust as required by section 130 of the Act., or 2. the accounts do not accord with those records. 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 unde nding of the accounts to be reached. Signed: Name: Wesam Anad ICAEW Address: 1 Ellis Terrace, Ranyard Court. Flat 7. SE114BY London Date: 06104124