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2023-04-05-accounts

Endometrisois South Coast

Endometriosis South Coast Annual Report and financial statements for the year ended 31 March 2023 Charity no. 1186203

ENDOMETRIOSIS SOUTH COAST

Endometrisois South Coast

Contents

For the year ended 31 March 2023

Page

Trustees’ Report 3 Independent Examiner’s Report 17 Statement of Financial Activities 18 Balance Sheet 19 Notes to the Financial Statements 20

ENDOMETRIOSIS SOUTH COAST

Endometrisois South Coast

Legal and Administrative Information

Charity name: Endometriosis South Coast

Other names the charity is known by: Endo South Coast

Registered charity number: 1186203

Registered charity address: Hive Portsmouth Sector Hub 22 Edinburgh Road PORTSMOUTH PO1 1DH

Contact: admin@endometriosissouthcoast.com 02394 217090

Website: endometriosissouthcoast.com

90
dometriosissouthcoast.com
Name Role
Jodie Hughes BSc, MSc Chair of Trustees
Trustee
Jessica Meddick BA Trustee
Kate Dunstone BA Trustee
Stephanie Moss Trustee
Robyn Gentle Trustee
Sally Wason Treasurer
Trustee

ENDOMETRIOSIS SOUTH COAST

1

Endometriosis

Almost 200 million worldwide people have endometriosis (Endo).

This number is thought to be increasing as awareness increases, this may be because we know more about the condition and more people are being diagnosed correctly. At present, it is often thought of as a disease that primarily affects people of reproductive age but there is increasing literature that points to endometriosis affecting people before menarche and after menopause.

“Takes on average 7.5 years to get a diagnosis, and upward of 5 Dr’s to be listened to.”

10%

----- Start of picture text -----
Of people
AFAB have
Endometriosis
----- End of picture text -----*

The reason endo develops is still unclear, and treatment is inadequate, often ending in putting a patient in chemical menopause using chemotherapy drugs or hysterectomy. Neither of which cure the condition and individuals often require ongoing care. Surgical and medical therapies that are available to people with Endo can be effective, however, there is a recurrence of symptoms at a rate of 20-50%, but this varies greatly between studies.

----- Start of picture text -----
Costs the UK
economy
£8.2bn a
year
----- End of picture text -----

*Assigned Female at Birth

2

ENDOMETRIOSIS SOUTH COAST

Endometrisois South Coast

Trustee Annual Report

2023 Prepared by

SALLY WASON JODIE HUGHES

www.endometriosissouthcoast.com

3

Endometrisois South Coast

Governing document

Constitution of a Charitable Incorporated Organisation who’s only voting members are its charity trustees (‘Foundation’ model constitution)

Date of constitution; 04.11.2019

1. The name of the Charitable Incorporated Organisation (“the CIO”) is

Endometriosis South Coast

2. The CIO must have a principal office in England. The principal office of the

CIO is in England.

3. The object of the CIO is to preserve and protect good health for the public

benefit among women suffering from endometriosis, in particular but not exclusively, by:

ENDOMETRIOSIS SOUTH COAST

4

Endometrisois South Coast

Statement of Trustees’ Responsibilities

The trustees are responsible for preparing the trustees' report and the financial statements in accordance with the United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice) and applicable law and regulations. The law applicable to charities requires the trustees to prepare financial statements for each financial year which give a true and fair view of the state of affairs of the charity and of the incoming resources and application of resources of the charity for that period. In preparing these financial statements, the trustees are required to:

The trustees are responsible for keeping proper accounting records that disclose with reasonable accuracy at any time the financial position of the charity and enable them to ensure that the financial statements comply with the Charities Act 2011, the applicable Charities (Accounts and Reports) Regulations, and the provisions of the constitution. 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 and other irregularities.

Approved by the trustees of the charity on 25 January 2024 and signed on its behalf by:

Jodie Hughes Chair of Trustees

ENDOMETRIOSIS SOUTH COAST

5

Trustees Report

The trustees present the annual report together with the financial statements of the charity for the year ended 31 March 2023.

Public Benefit

We intend to spread awareness through a variety of campaigns, utilising our following on social media, and in-person community groups and events. We also actively fundraise to enable us to help as many people as possible with support and resources.

The trustees confirm that they have referred to the guidance contained in the Charity Commission's general guidance on public benefit when reviewing the charity's aims and objectives and in planning future activities. The trustees refer to public benefit throughout this report.

Introducing

Endometriosis South Coast is an inclusive charity set up to support people who haven’t started their diagnosis journey, are going through the diagnosis stages, or have been diagnosed with Endometriosis and/or Adenomyosis. We are also here for friends, family, and cheerleaders of the people that must jump through hoops to get started on the diagnosis pathway.

We aim to create a safe space for all people with the condition regardless of race, gender, or religion. This disease does not discriminate and neither do the people who run this charity.

ENDOMETRIOSIS SOUTH 6 COAST

Endometrisois South Coast

FINANCIAL REVIEW

Financial Performance

The charity has shown significant growth in its financial performance over the past year. The organisation's total revenue has increased significantly primarily due to a substantial rise in grants received and increased fundraising efforts. This increase in revenue has allowed the charity to expand its services, reaching a larger number of beneficiaries and allowing the charity to make a more significant impact within the community it serves. This diversified funding approach has also helped the charity maintain financial stability and build a solid foundation for future growth.

Despite the growth in revenue, the charity has also demonstrated responsible financial management. Operating expenses have been closely monitored, and the charity has effectively allocated resources to support its core programs.

Looking ahead, the charity will continue to monitor its financial performance and ensure that its growth is sustainable by developing a clear financial strategy that aligns with the charity’s longterm goals pf providing benefit to the community it serves, as well as diversifying its revenue streams further to reduce dependency on any single funding source.

Overall, the charity's growth this year has been impressive, reflecting its ability to engage donors, secure funding, and manage its resources effectively. With continued strategic financial planning, the charity is well-positioned to further expand its impact and reach in the coming years.

Reserves Policy

Reserves will be utilised for the furtherance of the charities objectives as set out on page 9 of this report.

The minimum to be held as a financial reserve is £5,000 to cover 6 months of overheads.

Whilst our reserves are above this amount currently Donors are entitled to be reassured that a charity with reserves has good reason for keeping funds in reserves:

  1. To ensure there were adequate funds for November 2023's Sunflower Ball and services to be run concurrently and;

  2. To anticipate future costs as outreach of support services expands and improves.

An overview of the financial situation is reviewed at all Committee meetings and the trustee directors review the reserves policy as and when considered necessary and always annually.

ENDOMETRIOSIS SOUTH COAST

7

Objectives and Activities

The object of the CIO is to preserve and protect good health for the public benefit among women suffering from endometriosis, in particular but not exclusively, by:

a) providing support forums, information, practical advice and emotional support for sufferers of endometriosis, their families and friends.

b) providing donations and grants of financial assistance for the relief of women with endometriosis who are in need.

c) raising public awareness of endometriosis through the provision of information designed to inform and educate people about the condition.

Support Groups:

We hold in-person support groups usually around the 1st Saturday of every month. We often invite a guest speaker to talk about different topics, for example, fertility massage, essential oils and mental health services in the area.

Online Support:

We have a support group on Facebook with lots of members where service users are welcome to ask questions, exchange advice, and chat with people in a similar situation.

8

ENDOMETRIOSIS SOUTH COAST

Objectives and Activities

“A wonderful charity providing holistic support and care for endometriosis sufferers. It’s a very lonely illness, involving hidden disability and pain. It’s amazing to have a space where sufferers can find friendship and advocacy.”

We also received donations by personal gifts, together with collection box donations from the following organisations:

9

ENDOMETRIOSIS SOUTH COAST

June 2022

The Review 2022-23

“This charity creates a safe, inclusive & educated environment full of love and support. Working tirelessly for the change in endo care that we all so desperately deserve!”

April 2022

May 2022

10

ENDOMETRIOSIS SOUTH COAST

October

The Review 2022-23

“A wonderful charity. They create a comfortable, safe space for support in an open minded and welcoming setting. Couldn’t recommend ESC enough!”

July 2022

August 2022

September 2022

11

ENDOMETRIOSIS SOUTH COAST

The Review 2022-23

“Thoughtful inclusive charity that seeks to improve the lives of those with endometriosis. Highly recommended.”

November 2022

January 2023

February

12

ENDOMETRIOSIS SOUTH COAST

The Review 2022-23

“Such a wonderful, supportive, and lovely community for everyone suffering with gynaecology issues. This group has really helped me overcome anxieties that surround the diseases, encouraged me, helped me understand more about the diseases and connected me with others suffering, we are not alone anymore. 🌻

All it takes is a good heart to help support and lift others around you. Be the change.”

March 2023

13

ENDOMETRIOSIS SOUTH COAST

Website users Dec 22 - March 23

938 members in our peer to peer support group

4,008 Instagram supporters

ENDOMETRIOSIS SOUTH 14 COAST

----- Start of picture text -----
The future
----- End of picture text -----

Since the year’s end we have had another successful Endo sunflower ball raising over £3,000 for the charity.

We have recruited a new leader for the charity and are working on growing the trustee board and management team to help drive the charity forward in 2024.

We will be holding a workshop with the trustees and new management team called “endo south coast” the way forward which will be concentrating on in 2024.

Our workshops continue to be well attended, with a rich range of guest speakers.

We are currently looking to build advisory boards to ensure we are truly working for our community.

15

ENDOMETRIOSIS SOUTH COAST

Recruitment and Selection Policy

Policy aims

Endometriosis South Coast’s aims are to attract, assess and appoint the best candidates for jobs, to promote equality of opportunity and to build a quality workforce to achieve the objectives of Endometriosis South Coast.

Equal opportunities

Advertising the Job:

Dealing with applications

All applications treated as confidential.

Shortlisting & Interview

All applications received before the closing date will be considered.

The interview aims to assess applicant suitability based on the person specification.

References:

Review date: [26/03/2024]

Risk Management Policy

Purpose:

Integral part of internal control and governance arrangements. Explains risk management approach, roles, responsibilities, and reporting procedures. Outlines the process for evaluating the effectiveness of internal control procedures.

Underlying Approach to Risk Management:

Internal Control and Risk Management:

Risk Management Process:

Annual Review of Effectiveness:

Policy Revision:

Policy reviewed every three years by the Board of Trustees and amended as necessary, or earlier in accordance with legislation.

16

ENDOMETRIOSIS SOUTH COAST

INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF ENDOMETRIOSIS SOUTH COAST

I report to the charity trustees on my examination of the accounts of the charity for the year ended 31 March 2023.

Responsibilities and basis of report

As the charity’s trustees 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 charity’s accounts carried out under section 145 of the 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.

Independent 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 charity as required by section 130 of the Act; or

  2. the accounts do not accord with those records ; or

  3. the accounts do not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a ‘true and fair view’ which is not a matter considered as part of an independent examination.

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 understanding of the accounts to be reached.

James Phelan FCCA Association of Chartered Certified Accountants Phelan Cloud Accounting 8A Basepoint Business Centre Waterberry Drive Waterlooville Hampshire PO7 7TH

Date: 26 January 2024

Page 17

ENDOMETRIOSIS SOUTH COAST

STATEMENT OF FINANCIAL ACTIVITIES

(INCORPORATION AN INCOME AND EXPENDITURE ACCOUNT) FOR THE YEAR ENDED 31 MARCH 2023

Notes
INCOME AND ENDOWMENTS FROM
Donations and legacies
2.
Charitable activities
Beneficiary support
3.
Fundraising
4.
Total
EXPENDITURE ON
Raising funds
5.
Charitable activities
Beneficiary support
6.
Total
NET INCOME/(EXPENDITURE)
RECONCILIATION OF FUNDS
Total funds brought forward
TOTAL FUNDS CARRIED FORWARD		 Unrestricted
funds
£
10,311
10,412
11,063
31,786
6,313
12,459
18,772
13,014
2,998
16,012		 Restricted
funds
£
-
-
-
-
-
-
-
-
-
-		 31/03/2023
Total
funds
£
10,311
10,412
11,063
31,786
6,313
12,459
18,772
13,014
2,998
16,012		 31/03/2022
Total
funds
£
8,145
267
125
8,537
-
6,544
6,544
1,993
1,005
2,998

The notes form part of these financial statements Page 18

ENDOMETRIOSIS SOUTH COAST

BALANCE SHEET

FOR THE YEAR ENDED 31 MARCH 2023

BALANCE SHEET
FOR THE YEAR ENDED 31 MARCH 2023
Notes
FIXED ASSETS
Tangible assets
12.
CURRENT ASSETS
Debtors
13.
Cash at bank
NET ASSETS
FUNDS
Unrestricted funds
15.
Restricted funds
15.
TOTAL FUNDS		 31/03/2023
£
996
996
192
14,824
16,012
16,012
-
16,012		 31/03/2022
£
-
-
-
2,998
2,998
2,998
-
2,998

The financial statements were approved and authorised for issue by the Board of Trustees and authorised for issue on 25 January 2024 and were signed on its behalf by:

Jodie Hughes - Trustee

Sally Wason - Trustee

The notes form part of these financial statements Page 19

ENDOMETRIOSIS SOUTH COAST

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2023

1. ACCOUNTING POLICIES

Basis of preparing the financial statements

The financial statements of the charitable incorporated entity, which is a public benefit entity under FRS 102, have been prepared in accordance with the Charities SORP (FRS 102) 'Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019)', Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland' and the Charities Act 2011. The financial statements have been prepared under the historical cost convention.

Income

Voluntary income including donations, gifts and legacies and grants that provide core funding or are of a general nature are recognised where there is entitlement, certainty of receipt and the amount can be measured with sufficient reliability. Such income is only deferred when:

Investment income is recognised on a receivable basis.

Income from charitable activities includes income received under contract or where entitlement to grant funding is subject to specific conditions is recognised as earned (as the related goods and services are provided). Grant income included in this category provides funding to support activities and is recognised where there is entitlement, certainty of receipt and the amount can be measured with sufficient reliability.

Volunteers and donated services

The value of services provided by volunteers is not incorporated into these financial statements.

Where goods or services are provided to the charity as a donation that would normally be purchased from suppliers, this contribution is included in the financial statements at an estimate based on the value of the contribution to the charity.

Expenditure

Expenditure is recognised when a liability is incurred. Contractual arrangements are recognised as goods or services as they are supplied.

The notes form part of these financial statements

Page 20

ENDOMETRIOSIS SOUTH COAST

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2023

1. ACCOUNTING POLICIES - continued

Tangible fixed assets

Depreciation is provided at the following annual rates in order to write off each asset over its estimated useful life.

Office equipment - 25% reducing balance Event equipment - 25% reducing balance

Individual fixed assets costing £200 or more are capitalised at cost.

Taxation

The charity is exempt from corporation tax on its charitable activities.

Fund accounting

Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the trustees.

Restricted funds can only be used for particular restricted purposes within the objects of the charity.

Restrictions arise when specified by the donor or when funds are raised for particular restricted purposes.

2. DONATIONS AND LEGACIES

Donations
Portsmouth Community Lottery
PayPal Donations
Donated goods and services		 31/03/2023
31/03/2022
£
£
4,069
8,145
234
-
3,743
-
2,265
-
10,311
8,145

Donated goods and services includes accountancy (£475), independent examinationers fee (£495) and website costs (£1,295).

3. INCOME FROM CHARITABLE ACTIVITIES

Grants 31/03/2023
31/03/2022
£
£
10,412
267
10,412
267

The notes form part of these financial statements Page 21

ENDOMETRIOSIS SOUTH COAST

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2023

Grants received, included in the above, are as follows:

The Hive Portsmouth
Groundwork UK
Co op grant
Bambo Limited
Main Grants Scheme
Portsmouth City Council
Other grants
4. FUNDRAISING
Fundraising events
5. RAISING FUNDS
Fundraising costs
6. CHARITABLE ACTIVITIES
Direct costs
(see note 7)
Beneficiary support
824
824
7. DIRECT COSTS OF CHARITABLE ACTIVITIES
Materials
8. SUPPORT COSTS
Management
Beneficiary support
11,140
11,140		 31/03/2023
£
500
1,125
1,487
750
5,550
1,000
-
10,412
31/03/2023
£
11,063
11,063
31/03/2023
£
6,313
6,313
Support costs
(see note 8)
£
11,635
11,635
31/03/2023
£
824
824
Governance
costs
£
495
495		 31/03/2022
£
-
-
-
-
-
-
267
267
31/03/2022
£
125
125
31/03/2022
£
-
-
Totals
£
12,459
12,459
31/03/2022
£
71
-
71
-
Totals
£
11,635
11,635

The notes form part of these financial statements

Page 22

ENDOMETRIOSIS SOUTH COAST

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2023

Management
Office costs
Web hosting
Computer software
Computer hardware
Internet and telephone
Printing
Staff training
Accommodation and meals
Advertising and promotion
Consultancy fees
Postage
Charitable donations
Subscriptions
Insurance
Travel
Depreciation charge
Entertaining
Legal and professional fees
Website costs
Accountancy fees
Formation costs
Sundry expenses
Governance costs
Independent examinators fee		 31/03/2023
£
30
270
153
-
147
23
740
592
3,916
990
42
131
348
38
1,740
210
-
-
1,295
475
-
-
11,140
31/03/2023
£
495
495		 31/03/2022
£
-
17
-
-
295
651
12
500
2,030
-
475
1,234
322
325
71
-
400
35
-
-
218
30
6,615
31/03/2022
£
-
-

9. TRUSTEES' REMUNERATION AND BENEFITS

During the year no trustee received any remuneration from the charitable incorporated organisation (2022: none).

Trustees expenses

During the year one (2022 : none) trustee was reimbursed expenses totalling £973 (2022 : £nil) for accommodation, travel and fundraising event materials by the charitable incorporated organisation.

10. STAFF COSTS

The charitable incorporated organisation has no employees. No Employee received emoluments in excess of £60,000.

The notes form part of these financial statements

Page 23

ENDOMETRIOSIS SOUTH COAST

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2023

11. COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES

INCOME AND ENDOWMENTS FROM
Donations and legacies
Charitable activities
Beneficiary support
Fundraising
Total
EXPENDITURE ON
Raising funds
Charitable activities
Beneficiary support
Total
NET INCOME/(EXPENDITURE)
RECONCILIATION OF FUNDS
Total funds brought forward
TOTAL FUNDS CARRIED FORWARD		 Unrestricted
funds
£
8,145
267
125
8,537
-
6,544
6,544
1,993
1,005
2,998		 Restricted
Total
funds
funds
£
£
-
8,145
-
267
-
125
-
8,537
-
-
-
6,544
-
6,544
-
1,993
-
1,005
-
2,998

The above Statement of Financial Activities relates to the year ended 31 March 2022.

The notes form part of these financial statements Page 24

ENDOMETRIOSIS SOUTH COAST

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2023

12. TANGIBLE FIXED ASSETS

Office
equipment
£
COST
At 1 April 2022
-
Additions
216
Disposals
-
At 31 March 2023
216
DEPRECIATION
At 1 April 2022
-
Charge for the year
45
Elimination on disposal
-
At 31 March 2023
45
NET BOOK VALUE
At 31 March 2022
-
At 31 March 2023
171
13. DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
Prepayments
14. ANALYSIS OF NET ASSETS BETWEEN FUNDS
Unrestricted
Restricted
funds
funds
£
£
Fixed assets
996
-
Current assets
15,016
-
Current liabilities
-
-
16,012
-		 Event
equipment
£
-
990
-
990
-
165
-
165
-
825
31/03/2023
£
192
192
31/03/2023
Total
funds
£
996
15,016
-
16,012		 Totals
£
-
1,206
-
1,206
-
210
-
210
-
996
31/03/2022
£
-
-
31/03/2022
Total
funds
£
-
2,998
-
2,998

The notes form part of these financial statements

Page 25

ENDOMETRIOSIS SOUTH COAST

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2023

15. MOVEMENT IN FUNDS

Unrestricted funds
General fund		 At
01/04/2022
£
2,998
2,998		 Net
movement
At
in funds
31/03/2023
£
£
13,014
16,012
13,014
16,012

Net movement in funds, included in the above are as follows:

Incoming
Resources
resources
expended
£
£
Unrestricted funds
General fund
31,786
18,772
31,786
18,772
Comparatives for movement in funds
Net
At
movement
01/04/2021
in funds
£
£
Unrestricted funds
General fund
1,005
1,993
1,005
1,993
Net movement in funds, included in the above are as follows:
Incoming
Resources
resources
expended
£
£
Unrestricted funds
General fund
8,537
6,544
8,537
6,544		 Movement
in funds
£
13,014
13,014
At
31/03/2022
£
2,998
2,998
Movement
in funds
£
1,993
1,993

16. RELATED PARTY DISCLOSURES

During the year there were no transactions with related parties.

The notes form part of these financial statements Page 26