**ACCOUNTS AND ANNUAL REPORT YEAR ENDED 31 JULY 2024**
## **CONTENTS**
**PAGE**
**1. Receipts and Payments account**
**2. Statement of Assets and Liabilities**
**3. Independent Examiners Report**
**5. Trustees’ Annual Report**
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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 01/08/2023 31/07/2024
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 109,312 - - 109,312 7,200
Event income 440 - - 440 -
Merchandise sales - - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
Sub total (Gross income for
AR) [ 109,752 ] - - 109,752 7,200
A2 Asset and investment sales,
(see table).
- - - - -
- - - - -
Sub total - - - - -
Total receipts 109,752 - - 109,752 7,200
A3 Payments
Event expenses 4,553 - - 4,553 7,856
Merchandise 2,048 - - 2,048 535
Office costs 697 - - 697 444
Insurances 136 - - 136 145
Advertising 472 - - 472 850
Subscriptions 175 - - 175 155
Donations 4,215 - - 4,215 150
Bank charges 61 - - 61 61
Professional & consultancy fees 2,165 - - 2,165 395
Sub total [ 14,522 ] - - 14,522 10,591
A4 Asset and investment
purchases, (see table)
- - - - -
- - - - -
Sub total [ - ] - - - -
Total payments 14,522 - - 14,522 10,591
Net of receipts/(payments) 95,230 - - 95,230 - 3,391
A5 Transfers between funds - - - - -
A6 Cash funds last year end 31,111 - - 31,111 34,502
Cash funds this year end 126,341 - - 126,341 31,111
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**PAGE 1**
CCXX R1 accounts (SS)
08/12/2024
1
**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
**B5 Liabilities**
**B3 Investment assets**
**B2 Other monetary assets**
**B4 Assets retained for the**
**charity’s own use**
**B1 Cash funds**|**Details**
**Details**
**_Total cash funds_**
(agree balances with receipts and payments
account(s))
Cash at bank & in hand
Stocks
**Details**
**Details**
Professional fees
**Details**
Signature|**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**125,891**
**-**
**450**
**-**
**-**
**126,341**
**-**
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)**
Unrestricted
**395**
**-**
**-**
**-**
**-**
Print Name
Julia Louise Boonnak|**Endowment**
**funds**
**to nearest £**
**-**
**-**
**-**|
|---|---|---|---|
||||**-**|
||||OK|
||||**Endowment**
**funds**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**Current value**
**(optional)**
**-**
**-**
**-**
**-**
**-**
**Current value**
**(optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**When due**
**(optional)**
Date of
approval
08/12/2024|
Signed by one or two trustees on behalf of all the trustees
**PAGE 2**
CCXX R2 accounts (SS)
08/12/2024
2
**Independent examiner's report on the accounts**
## **Section A Independent Examiner’s Report**
|**Report to the trustees/**
**members of**
**On accounts for the year**
**ended**
**Set out on pages**|Charity Name
CDG UK|
|---|---|
|||
||31 July 2024
**Charity no**
**(if any)**
1191342|
|||
||3 & 4|
I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended **31 / 07 / 2024** .
**Responsibilities and** As the charity trustees of the Trust, you are responsible for the preparation **basis of report** of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).
I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed 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 which gives me cause to believe that in, any material respect:
- accounting records were not kept in accordance with section 130 of the Act or
- the accounts do not accord with the accounting records
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached.
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Date: 08/12/2024
Signed:
Name: Alexander Reginald Buckley
Relevant professional BSc.(Hons), MAAT
qualification(s) or body
(if any):
Address: Meadow Lodge, Meadow Road
Bromsgrove, Worcestershire
B61 0JL
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**PAGE 3**
**Section B Disclosure**
Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).
**Give here brief details of any items that the examiner wishes to disclose** .
**PAGE 4**
## **Trustees’ Annual Report for the period**
**From 01/08/2023 To 31/07/2024**
## **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 ‘Meet the CDG Experts Event’
activities, projects or services in Bromsgrove, which was attended by 20
identified in the accounts. families, Great Ormond Street, Glycomine
Inc., The University of Oxford, Mayo Clinic,
and Chadsgrove School. We sent out our
information packs for newly diagnosed
families. We began awarding small grants of
£200 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.
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)**
Page | 5
You may choose to include further statements where relevant about:
||SORP reference||
|---|---|---|
|Policy on grant making|Para 1.38|Small family grants of £200 made to families
in the UK. Families can apply once a year.
Families must prove UK address, sign up to
CDG UK’s register, and show a formal letter
of diagnosis of CDG.|
|Policy on social investment
including program related
investment|Para 1.38|NA|
|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||None|
## **Achievements and Performance**
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SORP reference
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|**Achievements and Performance**|**Achievements and Performance**|**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|
3 newsletters distributed to families
and professionals updating families
on latest developments in the world
of CDG.
‘Meet the CDG Experts’ event in
Bromsgrove with 20 families.
Celebrated CDG Awareness day and
Rare Disease Day with families
around the UK on social media.
Website and other social media
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 awarded several grants of £200
forCDGfamiliesinthe UK.|
Page | 6
## **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**|||
|---|---|---|
|Review of the charity’s
financial position at the end
of the period|Para 1.21|The substantial surplus of income over
expenditure this year was primarily
attributable to a generous donation from
Goldman Sachs.|
|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 reservesheld|Para 1.22|£126,341|
|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|**Additional information (optional)**
You may choose to include further statements|where relevant about:|
|---|---|---|
|The charity’s principal
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|||
Page | 8
## **Structure, Governance and Management**
|Description of charity’s
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.|
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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
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|**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:|
|---|---|---|
||||
|Policies and procedures
adopted for the induction and
training of trustees|Para 1.51||
|The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51||
|Relationship with any related
parties|Para 1.51||
|Other|||
## **Reference and Administrative details**
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Charity name CDG UK
Other name the charity uses
Registered charity number 1191342
Charity’s principal address Meadow Lodge
Catshill
Bromsgrove
Worcestershire
B61 0JL
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Page | 9
**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 David Elvy Secretary
4 Nicole Rourke
5 Tim Jardine
6 Manuzah Tabassum
7 Steve McCann
8 Mel Dixon
9 Elle Daniel
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 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**
Page | 11
## **Declarations**
**The trustees declare that they have approved the trustees’ report above.**
**Signed on behalf of the charity’s trustees**
**Date** 08/12/2024
Page | 12