## **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||||
||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).**||||||||||
||**-**|||||||||
||**-**||||||||**-**|
|**_Sub total_**|**-**||||||||**-**|
|||||||||||
||||||||||**-**|
|||||||||||
||||||||||**-**|
||||||||||**-**|
||||||||||**-**|
||||||||||**-**|
||||||||||**-**|
||||||||||**-**|
||||||||||**-**|
||||||||||**-**|
|||||||||||
|||||||||||
|||||||||||
|||||||||||
||||||||||**-**|
||||||||||**-**|
||||||||||**-**|
||||||||||**-**|
||||||||||**-**|
||||||||||**-**|
||||||||||**-**|
||||||||||**-**|
||||||||||**-**|
||||||||||**-**|
|||||||||||
|||||||||||
|||||||||||
||||||||||**-**|
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)**|
||||**-**|
||||**-**|
||||**Current value**
**(optional)**|
||||**-**|
||||**-**|
||||**-**|
||||**When due**
**(optional)**|
|||||
|||||
|||||
|||||
|||||
|||||
||||Date of approval|
|||Justin Kirk-Bayley|31/07/2020|
|||||
CCXX R2 accounts (SS)
03/06/2021
2