Trustees’ Annual Report for the period
From 29 Jul 2019 To 1 Aug 2020
Charity name: SURREY INITIATIVE FOR TRAINING AND RESEARCH IN ULTRASOUND (SITRUS)
Charity registration number: 1184648
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | Raise money through education in ultrasound and to spend that money delivering education and resources for training in ultrasound for the benefit of patient care. |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
Single course undertaken in January 2020 raised money for the charity. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | Yes |
Additional information (optional) You may choose to include further statements where relevant about:
SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers Other
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 | Course successful at raising funds, as per plan. Money raised not spent due to pandemic (initial priority was to fund local education in ultrasound, but courses to deliver this were cancelled repeatedly). Funds were not sufficient for the purchase of identified equipment, and it was felt that education was the principal priority. |
Additional information (optional) You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | Only one course run. Pandemic prevented a second course. |
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | Fundraising not as great as planned due to only one course running |
| Investment performance against objectives |
Para 1.41 | |
| Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | In good credit. No liabilities. Enough reserves to place deposits for next course when required. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Balance held to carry over for next year(s) spending towards course setup. Also delayed remuneration of fundraisers due to issues with bank account controls. |
| Amount of reserves held | Para 1.22 | End of year balance in account £7770.51 |
| Reasons for holding zero reserves |
Para 1.22 | |
| Details of fund materially in deficit |
Para 1.24 | |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 |
Additional information (optional) You may choose to include further statements where relevant about:
Providing educational ultrasound courses. The charity’s principal sources of funds (including Para 1.47 any fundraising) Investment policy and objectives including any Para 1.46 social investment policy adopted Inability to raise more funds through training in light of pandemic for the next A description of the principal Para 1.46 year. risks facing the charity Other
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | CIO Founding constitution |
| 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 | Trustee board may recommend further trustees for appointment at AGM. |
Additional information (optional) You may choose to include further statements where relevant about:
Policies and procedures adopted for the induction and Para 1.51 training of trustees The charity’s organisational structure and any wider Para 1.51 network with which the charity works Relationship with any related Para 1.51 parties Other
Reference and Administrative details
| Charity name | SURREY INITIATIVE FOR TRAINING AND RESEARCH IN ULTRASOUND (SITRUS) |
|---|---|
| Other name the charity uses | |
| Registered charity number | 1184648 |
| Charity’s principal address | Intensive Care Unit ROYAL SURREY COUNTY HOSPITAL EGERTON ROAD GUILDFORD GU2 7XX |
Names of the charity trustees who manage the charity
| 1 2 3 4 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (if any) |
|---|---|---|---|---|
| Dr Justin de la Motte Kirk-Bayley |
Chair | |||
| Dr Ashley Samuel Christian Miller |
||||
| Mrs Gillian Jean Tyrrell |
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| Mrs Deborah Louise Simão |
– Corporate trustees names of the directors at the date the report was approved Director name
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 held in this capacity
Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for 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) Position (eg Secretary, Chair, etc) Date |
||
|---|---|---|
| Justin Kirk-Bayley | ||
Chair |
||
| 31/07/2020 | ||
| 31/07/2020 |
SURREY INITIATIVE FOR TRAINING AND RESEARCH IN ULTRASOUND (SITRUS)
1184648
Receipts and payments accounts
CC16a
| For the period from |
29/07/2019 | To | 01/08/2020 |
|---|---|---|---|
Section A Receipts and payments
| A1 Receipts | Unrestricted funds to the nearest £ |
Unrestricted funds to the nearest £ |
Restricted funds to the nearest £ |
Restricted funds to the nearest £ |
Endowment funds to the nearest £ |
Endowment funds to the nearest £ |
Total funds to the nearest £ |
Total funds to the nearest £ |
Last year to the nearest £ |
|---|---|---|---|---|---|---|---|---|---|
Income from sales of ultrasound course places |
196 2793.15 3430.2 7791.59 92.85 |
- | - | 196 | - | ||||
| Income from sales of ultrasound course places |
- | - | 2,793 | - | |||||
| Income from sales of ultrasound course places |
- | - | 3,430 | - | |||||
| Income from sales of ultrasound course places |
- | - | 7,792 | - | |||||
| Refund of cash payments taken for course subjects |
- | - | 93 | - | |||||
| - | - | - | - | - | |||||
| - | - | - | - | - | |||||
| - | - | - | - | - | |||||
| Sub total(Gross income for AR) | 14,304 | - | - | 14,304 | - | ||||
| A2 Asset and investment sales, (see table). |
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CCXX R1 accounts (SS)
03/06/2021
1
| Total payments | 6,533 | - | - | 6,533 | - | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Net of receipts/(payments) | 7,771 | - | - | 7,771 | - | ||||||
| A5 | Transfers between funds | - | - | - | - | - | |||||
| A6 | Cash funds last year end | - | - | - | - | - | |||||
| Cash funds this year end | 7,771 | - | - | 7,771 | - |
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 B1 Cash funds B2 Other monetary assets B4 Assets retained for the charity’s own use B5 Liabilities B3 Investment assets |
Signature Details Details Bank balance Details Details Total cash funds (agree balances with receipts and payments account(s)) Details |
Unrestricted funds Restricted funds to nearest £ to nearest £ 7770.51 - - - - - 7,771 - 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 Justin Kirk-Bayley |
Endowment funds to nearest £ |
|---|---|---|---|
| - | |||
| - | |||
| - | |||
| - | |||
| OK | |||
| Endowment funds to nearest £ |
|||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
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| - | |||
| - | |||
| Current value (optional) |
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| - | |||
| - | |||
| - | |||
| When due (optional) |
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| Date of approval | |||
| Justin Kirk-Bayley | 31/07/2020 | ||
CCXX R2 accounts (SS)
03/06/2021
2