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2024-04-05-accounts

Endometriosis South Coast

Endometriosis South Coast Annual Report and financial statements for the year ended 31 March 2024 Charity no. 1186203

ENDOMETRIOSIS SOUTH COAST

Endometriosis South Coast

Contents For the year ended 31 March 2024 Page Legal and Administrative Information 1 About Endometriosis 2 Trustees’ Report 3 Independent Examiner’s Report 20 Statement of Financial Activities 21 Balance Sheet 22 Notes to the Financial Statements 23

ENDOMETRIOSIS SOUTH COAST

Endometriosis 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

Name Role
Kirsty Rogers Chair of Trustees
Trustee
Kate Dunstone Trustee
Bethany Wells Trustee
Penny Chamberlain Trustee
Sally Wason Treasurer
Trustee

ENDOMETRIOSIS SOUTH COAST

1

Endometriosis

Between 200 and 500 million people world wide 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.

----- Start of picture text -----
1 in 7
people AFAB
have
Endometriosis
Costs the UK
economy
£8.2bn a
year
----- End of picture text -----*

“Takes on average 8.5 years to get a diagnosis, and upward of 5 Drs to be listened to.”

The reason endo develops is still unclear, and treatment is inadequate, often resulting in putting a patient in chemical menopause using chemotherapy drugs, or a hysterectomy. Neither of which cures 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.

*Assigned Female at Birth

2

Endometriosis South Coast

Trustee Annual Report

2023/24

3

Endometriosis 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

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.

ENDOMETRIOSIS SOUTH COAST

4

Endometriosis 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

.................................. and signed on its behalf by:

Kate Dunstone Trustee

24/01/2025

......................................................

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 2024.

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

Endometriosis South Coast

FINANCIAL REVIEW

In the year following our significant growth, the charity has maintained a steady income, reflecting our commitment to sustainability and consistent service delivery. With income remaining stable, the organisation has focused on enhancing operational efficiency and optimizing our existing resources to continue delivering impactful . programs to our beneficiaries

Income and Funding

While total income has not increased, we believe this to be due to a decline in grant applications applied for by the Charity during the year. This resulted in further reliance on donations from the local community demonstrating the trust and support of our community and stakeholders. We have continued to nurture these relationships, ensuring that our fundraising efforts are aligned with our mission and resonate with our supporters. Our goal is to still further diversify our funding sources to ensure we sustain our financial position to reduce the reliance that the Charity currently has on donations from the community.

Expense Management

Operating expenses have been carefully controlled and through strategic planning, we have identified areas for cost-saving and efficiency improvements without compromising the quality of our services. This disciplined approach has enabled us to allocate resources effectively, ensuring that core programs and future research projects remain fully funded and operational.

Program Impact

Despite the stable income, our commitment to our beneficiaries has not wavered. We have continued to expand the reach and effectiveness of our services, leveraging partnerships and collaborations to enhance our offerings. Our focus on community engagement has resulted in increased participation in our programs, reflecting our ongoing relevance and responsiveness to community needs.

ENDOMETRIOSIS SOUTH COAST

7

Endometriosis South Coast

Future Outlook

Looking ahead, the charity is focused on maintaining our financial health while exploring opportunities for future growth. We are actively working on diversifying our income streams to reduce reliance on any single funding source. This strategy will not only safeguard our operations but also position us to respond effectively to changing circumstances in the funding landscape.

Overall, while this year has seen income remain stable, the charity’s resilience and strategic focus have allowed us to continue making a meaningful impact. With a solid financial foundation and a clear vision for the future, we are well-prepared to navigate the challenges ahead and further our mission to benefit the community we serve.

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:

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

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

8

ENDOMETRIOSIS SOUTH COAST

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 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 over 1000 members where service users are welcome to ask questions, exchange advice, and chat with people in a similar situation. This group also holds a variety of resources to support out beneficiaries, including what to pack for a hospital stay and suggestions around diet and exercise - all created from feedback within the group.

ENDOMETRIOSIS SOUTH COAST

9

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.” Beneficiary, 2024

Endometriosis South Coast are members of many organisations to research and care for patients with menstrual Health Conditions, these include

Association for Nutrition

The All Party Parliamentary Group (APPG) for Endometriosis European Society for Reproductive Embryology World Endometriosis Society The Social Sciences Endometriosis Network World Endometriosis Organisation

ENDOMETRIOSIS SOUTH COAST

10

The Review 2023-24

“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!” Beneficiary, 2024

July 2023

June 2023

April 2023

May 2023

11

ENDOMETRIOSIS SOUTH COAST

The Review 2023-24

“A wonderful charity. They create a comfortable, safe space for support in an open minded and welcoming setting. Couldn’t recommend ESC enough!” Beneficiary, 2024

October 2023

Jodie was interviewed on Express FM

November 2023

August 2023

September 2023

12

ENDOMETRIOSIS SOUTH COAST

“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.” Beneficiary, 2024

The Review 2023-24

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

December 2023

January 2024

13

ENDOMETRIOSIS SOUTH COAST

February 2024

The Review 2023-24

March 2024

ENDOMETRIOSIS SOUTH COAST

14

1,000 members in our peer-to- peer support group.

4,380 Instagram supporters

2,165 LinkedIn followers

15

ENDOMETRIOSIS SOUTH COAST

The initial plan for the charity, which was developed from launch, has been successful. We want to ensure the momentum continues, and ensure our growth and reach is carefully planned. We need to build on our previous successes and have a path for expanding our support and services.

We aim to be a charity with sustainable revenue sources and provide a valuable service for our beneficiaries and the wider community – extending to health professionals so that they come to us for up-to-date, accurate information.

Over the next three years, our strategy is to consolidate how we operate to ensure the charity remains at the heart of the South Coast communities and extend our offer and reach to our beneficiaries each year.

We will do this using the following steps:

1

Ensuring Trustees and volunteers are working effectively and collaboratively , with clear guidelines, governance, and measurements for success.

2

Producing clear information on terminology so that all volunteers are informed and using the same language to describe all factors associated with endometriosis, adenomyosis and other related conditions.

3

Enlisting ambassadors for the charity amongst the health professionals from across the South Coast.

16

ENDOMETRIOSIS SOUTH COAST

Our Strategic Aims 2024- 2027: The way ahead

This strategy will inform Endometriosis South Coast’s work, until April 2027, and will be shared with all stakeholders to ensure that our focus and work is always in line with our strategy.

We have built-in scope for extending our efforts, to mirror changes in health provision, or requests from our beneficiaries.

We will always advocate for better health care and support for our beneficiaries with endometriosis, adenomyosis and other related conditions, and their families.

This three-year strategy will commence in April 2024 and consists of 5 strategic areas REACH EMPOWER SUPPORT RESOURCES COLLABORATE

17

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

Person specification

Advertising the Job:

Dealing with applications

All applications treated as confidential.

Shortlisting & Interview

References:

Review date: [26/03/2025]

18

ENDOMETRIOSIS SOUTH COAST

Risk Management Policy

Purpose:

Underlying Approach to Risk Management:

Internal Control and Risk Management:

System incorporates risk management to address governance, operational, financial, external, and compliance risks.

Risk Management Process:

Policy Revision:

19

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 2024.

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: 24/01/2025

Page 20

ENDOMETRIOSIS SOUTH COAST

STATEMENT OF FINANCIAL ACTIVITIES

(INCORPORATION AN INCOME AND EXPENDITURE ACCOUNT) FOR THE YEAR ENDED 31 MARCH 2024

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
£
11,007
2,525
11,529
25,061
6,491
10,834
17,325
7,736
16,012
23,748
Restricted
funds
£
-
-
-
-
-
-
-
-
-
-
31/03/2024
Total
funds
£
11,007
2,525
11,529
25,061
6,491
10,834
17,325
7,736
16,012
23,748
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

The notes form part of these financial statements Page 21

ENDOMETRIOSIS SOUTH COAST

BALANCE SHEET

FOR THE YEAR ENDED 31 MARCH 2024

BALANCE SHEET
FOR THE YEAR ENDED 31 MARCH 2024
Notes
FIXED ASSETS
Tangible assets
12.
CURRENT ASSETS
Debtors
13.
Cash at bank
NET ASSETS
FUNDS
Unrestricted funds
15.
Restricted funds
15.
TOTAL FUNDS
31/03/2024
£
1,444
1,444
227
22,077
23,748
23,748
-
23,748
31/03/2023
£
996
996
192
14,824
16,012
16,012
-
16,012

The financial statements were approved and authorised for issue by the Board of Trustees and authorised for issue on 24/01/2025 and were signed on its behalf by:

Sally Wason - Trustee

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 2024

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 23

ENDOMETRIOSIS SOUTH COAST

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2024

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
31/03/2024
31/03/2023
£
£
8,768
4,069
157
234
1,112
3,743
970
2,265
11,007
10,311

Donated goods and services includes accountancy (£475) and independent examinationers fee (£495).

3. INCOME FROM CHARITABLE ACTIVITIES

Grants 31/03/2024
31/03/2023
£
£
2,525
10,412
2,525
10,412

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 2024

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
St James Place Foundation
Aviva Broker Community Fund
Other grants
4. FUNDRAISING
Fundraising events
Merchandise sales
5. RAISING FUNDS
Fundraising costs
6. CHARITABLE ACTIVITIES
Direct costs
(see note 7)
Beneficiary support
1,912
1,912
7. DIRECT COSTS OF CHARITABLE ACTIVITIES
Materials
Consultancy fees
31/03/2024
£
700
375
-
-
-
-
800
650
-
2,525
31/03/2024
£
11,117
412
11,529
31/03/2024
£
6,491
6,491
Support costs
(see note 8)
£
8,922
8,922
31/03/2024
£
462
1,450
1,912
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
Totals
£
10,834
10,834
31/03/2023
£
824
-
824

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 2024

8. SUPPORT COSTS

Beneficiary support
Management
Office costs and room hire
Web hosting
Computer software
Internet and telephone
Printing
Staff training
Accommodation and meals
Advertising and promotion
Consultancy fees
Postage
Charitable donations
Subscriptions
Insurance
Travel
Depreciation charge
Website costs
Accountancy fees
Bad debts
Governance costs
Independent examinators fee
Management
8,427
8,427
Governance
costs
£
495
495
31/03/2024
£
78
653
439
158
-
1,615
106
847
1,800
46
-
334
238
1,247
341
-
475
50
8,427
31/03/2024
£
495
495
Totals
£
8,922
8,922
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

9. TRUSTEES' REMUNERATION AND BENEFITS

During the year no trustee received any remuneration from the charitable incorporated organisation (2023: none).

Trustees expenses

During the year no (2023 : one) trustees was reimbursed expenses (2023 : £973) for accommodation, travel and fundraising event materials by the charitable incorporated organisation.

The notes form part of these financial statements

Page 26

ENDOMETRIOSIS SOUTH COAST

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2024

10. STAFF COSTS

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

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
£
10,311
10,412
11,063
31,786
6,313
12,459
18,772
13,014
2,998
16,012
Restricted
Total
funds
funds
£
£
-
10,311
-
10,412
-
11,063
-
31,786
-
6,313
-
12,459
-
18,772
-
13,014
-
2,998
-
16,012

The above Statement of Financial Activities relates to the year ended 31 March 2023.

The notes form part of these financial statements Page 27

ENDOMETRIOSIS SOUTH COAST

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2024

12. TANGIBLE FIXED ASSETS

Office
equipment
£
COST
At 1 April 2023
216
Additions
788
Disposals
-
At 31 March 2024
1,004
DEPRECIATION
At 1 April 2023
45
Charge for the year
134
Elimination on disposal
-
At 31 March 2024
179
NET BOOK VALUE
At 31 March 2023
171
At 31 March 2024
825
13. DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
Prepayments
14. ANALYSIS OF NET ASSETS BETWEEN FUNDS
Unrestricted
Restricted
funds
funds
£
£
Fixed assets
1,444
-
Current assets
22,304
-
Current liabilities
-
-
23,748
-
Event
equipment
£
990
-
-
990
165
206
-
371
825
619
31/03/2024
£
227
227
31/03/2024
Total
funds
£
1,444
22,304
-
23,748
Totals
£
1,206
788
-
1,994
210
340
-
550
996
1,444
31/03/2023
£
192
192
31/03/2023
Total
funds
£
996
14,824
-
15,820

The notes form part of these financial statements Page 28

ENDOMETRIOSIS SOUTH COAST

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2024

15. MOVEMENT IN FUNDS

Unrestricted funds
General fund
At
01/04/2023
£
16,012
16,012
Net
movement
At
in funds
31/03/2024
£
£
7,736
23,748
7,736
23,748

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

Incoming
Resources
resources
expended
£
£
Unrestricted funds
General fund
25,061
17,325
25,061
17,325
Comparatives for movement in funds
Net
At
movement
01/04/2022
in funds
£
£
Unrestricted funds
General fund
2,998
13,014
2,998
13,014
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
Movement
in funds
£
7,736
7,736
At
31/03/2023
£
16,012
16,012
Movement
in funds
£
13,014
13,014

16. RELATED PARTY DISCLOSURES

During the year there were no transactions with related parties.

The notes form part of these financial statements Page 29