**ACCOUNTS AND ANNUAL REPORT YEAR ENDED 31 JULY 2023**
## **CONTENTS**
## **PAGE**
**1. Receipts and Payments account**
**2. Statement of Assets and Liabilities**
**3. Independent Examiners Report**
**5.**
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Charity Name No (if any)
CDG UK 1191342
Receipts and payments accounts CC16a
For the period Period start date Period end date
To
from 01/08/2022 31/07/2023
Section A Receipts and payments
Unrestricted Restricted Endowment
Total funds Last year
funds funds funds
to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £
A1 Receipts
Donations 7,200 - - 7,200 19,075
Event income - - - - -
Merchandise sales - - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
Sub total (Gross income for
AR) [ 7,200 ] - - 7,200 19,075
A2 Asset and investment sales,
(see table).
- - - - -
- - - - -
Sub total - - - - -
Total receipts 7,200 - - 7,200 19,075
A3 Payments
Event expenses 7,856 - - 7,856 1,249
Merchandise 535 - - 535 2,022
Office costs 444 - - 444 194
Insurances 145 - - 145 336
Advertising 850 - - 850 345
Subscriptions 155 - - 155 719
Donations 150 - - 150 -
Bank charges 61 - - 61 -
Professional fees 395 - - 395 38
Sub total [ 10,591 ] - - 10,591 4,903
A4 Asset and investment
purchases, (see table)
- - - - -
- - - - -
Sub total [ - ] - - - -
Total payments 10,591 - - 10,591 4,903
Net of receipts/(payments) - 3,391 - - - 3,391 14,172
A5 Transfers between funds - - - - -
A6 Cash funds last year end 34,502 - - 34,502 20,330
Cash funds this year end 31,111 - - 31,111 34,502
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**PAGE 1**
CCXX R1 accounts (SS)
01/11/2023
1
## **Section B Statement of assets and liabilities at the end of the period**
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Unrestricted Restricted Endowment
Categories Details funds funds funds
to nearest £ to nearest £ to nearest £
B1 Cash funds Cash at bank & in hand 30,661 - -
Stocks
450 - -
- -
Total cash funds 31,111 - -
(agree balances with receipts and payments
account(s)) OK OK OK
Unrestricted Restricted Endowment
funds funds funds
Details to nearest £ to nearest £ to nearest £
B2 Other monetary assets - -
- - -
- - -
- - -
- - -
- - -
Fund to which Current value
Details asset belongs Cost (optional) (optional)
B3 Investment assets - -
- -
- -
- -
- -
Fund to which Current value
Details asset belongs Cost (optional) (optional)
B4 Assets retained for the - -
- -
- -
- -
- -
- -
- -
- -
- -
Fund to which Amount due When due
Details liability relates (optional) (optional)
B5 Liabilities Professional fees Unrestricted 395
-
-
-
-
Signed by one or two trustees on Date of
behalf of all the trustees Signature Print Name approval
Julia Louise Boonnak 01/11/2023
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**PAGE 2** 01/11/2023
CCXX R2 accounts (SS)
2
CHARITY COMMISSION
FOR ENGLAND AND WALES
Independent examinerfs
report on the accounts
Section A
Independent Examiner's Report
Report to tho trustsgsl
members of
CDG IJK
On accounts for the year
onded
31 July 2023
Charity no
lif any
1191342
Set out on pages
3&4
l port to the truslees on my examination of the accounts of the above
tharty I'the Trust") for the year ended 31107 12023.
R¢•pon¥lbilitios and As the chartty trustees of ihe Trust, you are responslble for ltte preparation
basls of report of the a¢UnIS in accordance wth the requirements of the Charrties Act
20111.the Act").
I report in resFeCt of my examination of the Trust's accounts rrIed out
under section 145 of the 2011 Act and in carrying out my examination. I
have followed the applicable Directions given by the Chanty Commission
under section 145151{bl of the Act.
I have completed my examination. l ¢onfimi that no matenal matters have
come lo my attention in connection wth the examination which gives me
¢•us• to believe that in. any mat•ri#l r•$poct'.
Independent
examlnerf8 statement
accountirMJ records were not kept in accordance wrth section 130 of
the Act or
accounts do nol accord viith the accounting records
I have no conL*ms and have come across no other matters in conrTr8Ction
with the examination to which attention should be drawn in order to enabl& a
r under
andi
the account to be reached.
Slgnod:
0111112023
Nam•:
Alexandef Regina
uckley
Relevant professlonal
qualificationls) or body
Ilf ony):
BSc.{Honsl,
Address:
Meadow Lodge, Meadow Road
Bromsgfove. Wo$ter$hire
B61 CklL
Section B
Disclosure
Only complete If the examiner needs lo highlight matters of conrn (see CC32,
Independenl examination of charity accounts.. directions and guidance for
examiners).
PAGE 3
Give here brief details of
any items that the
examinerwishes to
disclose.
PAGE 4
## **From 01/08/2022 To 31/07/2023**
## **Charity name: CDG UK**
## **Charity registration number: 1191342**
## **Objectives and Activities**
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SORP reference
Summary of the purposes of Para 1.17 To preserve and protect good health for the
the charity as set out in its public benefit by supporting those affected
governing document by Congenital Disorders of Glycosylation
and funding research into Congenital
Disorders of Glycosylation and
disseminating all useful results into the
public domain.
Summary of the main Para 1.17 and We supported families by keeping them
1.19
activities in relation to those updated with the latest information about
purposes for the public CDG via our website, our newsletters and
benefit, in particular, the our in person
activities, projects or services in Stratford, which was attended by 20
identified in the accounts. families, Great Ormond Street, Glycomine
Inc., and Chadsgrove School. We sent out
our information packs for newly diagnosed
families. We set up a grant application form
with the intention of giving small grants to
CDG families in the UK.
We supported research into CDG by
continuing to encourage families to join us
and sign up to our database patients. setting
up a database of patients and encouraging
families to join. The US based research
company joined us at our Meet the Experts
Day and our chair is a patient representative
for their clinical trial application in the UK.
We connected with other CDG patient
groups at the World CDG Conference in
Portugal.
Statement confirming Para 1.18 Trustees have received the guidance.
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit
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## **Additional information (optional)**
You may choose to include further statements where relevant about:
||SORP reference||
|---|---|---|
|Policy on grant making|Para 1.38|In development.|
|Policy on social investment
including program related
investment|Para 1.38||
|Contribution made by
volunteers|Para 1.38|Members of our trustee board and medical
advisory board attended meetings and gave
advice, guidance, and challenge.|
|Other|||
## **Achievements and Performance**
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SORP reference
3 newsletters distributed to families
and professionals updating families
on latest developments in the world
Summary of the main Para 1.20 of CDG.
achievements of the charity, in
identifying the difference the Stratford-Upon-Avon with 20 families.
Celebrated CDG Awareness day and
the circumstances of its Rare Disease Day with families
beneficiaries and any wider around the UK on social media.
benefits to society as a Website and other social media
whole. platforms kept updated with latest
information.
Continued to update the CDG
database of UK patients and
encouraged our families to sign up.
Continued to send CDG information
packs for new families diagnosed
with CDG.
We met Glycomine, a US based drug
development company once a
month, to hear about their research
and encourage interested parents to
ask questions and find out more
about the upcoming clinical trials in
the UK.
We discussed small grants with our
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trustees and advisory board and will
be awarding grants of up to £200 for
CDG families in the UK.
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## **Additional information (optional)** You may choose to include further statements where relevant about:
|Achievements against
objectives set|Para 1.41||
|---|---|---|
|Performance of fundraising
activities against objectives
set|Para 1.41||
|Investment performance
against objectives|Para 1.41||
|Other|||
Page | 7
## **Financial Review**
|**Financial Review**|||
|---|---|---|
|financial position at the end
of the period|Para 1.21|assets remained stable for the
period, there was a small excess of
expenditure over income.|
|Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|Reserves are held for future projects such as
grants for families, research and family
events.|
|Amount of reserves held|Para 1.22|£31,111|
|Reasons for holding zero
reserves|Para 1.22|N/A|
|Details of fund materially in
deficit|Para 1.24|N/A|
|Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|N/A|
**Additional information (optional)** You may choose to include further statements where relevant about:
|**Additional information (optional)**
You may choose to include further statements where relevant about:|**Additional information (optional)**
You may choose to include further statements where relevant about:|**Additional information (optional)**
You may choose to include further statements where relevant about:|
|---|---|---|
||||
|sources of funds (including
any fundraising)|Para 1.47||
|Investment policy and
objectives including any
social investment policy
adopted|Para 1.46||
|A description of the principal
risks facing the charity|Para 1.46||
|Other|||
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## **Structure, Governance and Management**
|trusts:|||
|---|---|---|
|Type of governing document
(trust deed, royal charter)|Para 1.25|Constitution|
|How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|CIO foundation|
|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|Every trustee appointed by a resolution
passed at a properly convened meeting for
the charity trustees. In selection, the charity
has regard to the skills, knowledge and
experience needed for the effective
administration of the CIO.|
## **Additional information (optional)**
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You may choose to include further statements where relevant about:
Policies and procedures
adopted for the induction and Para 1.51
training of trustees
structure and any wider Para 1.51
network with which the
charity works
Relationship with any related Para 1.51
parties
Other
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## **Reference and Administrative details**
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Charity name CDG UK
Other name the charity uses
Registered charity number 1191342
Meadow Lodge
Catshill
Bromsgrove
Worcestershire
B61 0JL
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**Names of the charity trustees who manage the charity**
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Dates acted if not for whole Name of person (or body) entitled
Trustee name Office (if any)
year to appoint trustee (if any)
1 Julia Boonnak Chair
2 Will Boonnak Treasurer
3 Chantelle Dixon Secretary
4 Nicole Rourke
5 Tim Jardine
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
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## 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**
Page | 10
**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 Details of arrangements for safe custody and segregation of such 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**
Page | 11
## **Declarations**
**Signed**
**Date** 01/11/2023
Page | 12