**4** 


## **Trustees’ Annual Report for the period** 

**From 24/03/2022   To 31/03/2023** 

**Charity name:** United Kingdom and Ireland Oesophagogastric Cancer Group 

## **Charity registration number:** 1198358 

## **Objectives and Activities** 

||SORP reference||
|---|---|---|
|Summary of the purposes<br>of the charity as set out in<br>its governing document|Para 1.17|For the public benefit, the advancement of<br>health and saving of lives by (but not limited to)<br>the following means: a) providing a forum to<br>share knowledge and for discussion about<br>medical cases in the field of oncology; b)<br>providing information and advice to those who<br>work in the field of oncology about care and<br>treatment of cancers, including but not limited<br>to oesophageal and gastric cancer; and c)<br>carrying out such other charitable activities as<br>the trustees see fit from time to time which<br>would improve the standard of care and<br>treatment of oesophageal and gastric cancer<br>patients and cancerpatientsgenerally.|
|Summary of the main<br>activities in relation to those<br>purposes for the public<br>benefit, in particular, the<br>activities, projects or<br>services identified in the<br>accounts.|Para 1.17 and<br>1.19|•<br>Provides<br>education/advocacy/advice/information<br>•<br>Workshops, conferences, seminars<br>and/or lectures<br>•<br>professional training|
|Statement confirming<br>whether the trustees have<br>had regard to the guidance<br>issued by the Charity<br>Commission on public<br>benefit|Para 1.18|THE UKIOG Charity aims to improve<br>outcomes for Oesophago gastric cancer<br>patients by sharing of best practice,<br>supporting research and facilitating training.<br>All of these activities are aimed at ultimately<br>improving the care of cancer patients and<br>therefore are a benefit to the public.|



## **Additional information (optional)** You may choose to include further statements where relevant about: 

SORP reference UKIOG does not presently make grants. Para 1.38 Policy on grant making 



|Policy on social investment<br>including program related<br>investment|Para 1.38|UKIOG does not carry out social<br>investments.|
|---|---|---|
|Contribution made by<br>volunteers|Para 1.38|The founders, steering group and<br>committees are formed of volunteers who<br>provide their time free of charge.<br>The only payments made are to faculty /<br>speakers to support their attendance at the<br>face to face meetings.|
|Other|||



## **Achievements and Performance** 

||SORP reference||
|---|---|---|
|Summary of the main<br>achievements of the charity,<br>identifying the difference the<br>charity’s work has made to<br>the circumstances of its<br>beneficiaries and any wider<br>benefits to society as a<br>whole.|Para 1.20|The charity has successfully run 4 virtual<br>National MDTs where complex cancer<br>cases are discussed and then learnings<br>from these cases disseminated. This has<br>harmonised best practice and highlighted<br>where centres are offering procedures or<br>other treatments not on offer in other<br>centres. This has directly led to the transfer<br>of patients care to super specialist centres.<br>We also ran our first face to face meeting<br>attended by 130 people from across all the<br>healthcare professions who look after<br>Oesophageal and gastric cancer patients.<br>This meeting highlighted the latest areas of<br>research and shared best practice in<br>managing these complex patients.<br>Feedback from this meeting was extremely<br>positive with 95% of people stating they<br>would attend again.<br>Lastly, we formed the Research committee<br>which took over from the NCRI Oesophago<br>Gastric subgroup after the NCRI shut<br>down. This group provides a mechanism<br>for researchers to discuss their proposed<br>projects, get feedback and then receive<br>letters of support from UKIOG to go with<br>the application. It also supports ongoing<br>research projects with recruitment and<br>helps determine what the research<br>priorities should be for Oesophago-Gastric<br>cancer over the next 5 years based on<br>feedback from both patients and clinicians.|





|**Additional information (optional)**<br>You may choose to include further statements|**Additional information (optional)**<br>You may choose to include further statements|where relevant about:|
|---|---|---|
|Achievements against<br>objectives set|Para 1.41|We achieved our goals for this period.|
|Performance of fundraising<br>activities against objectives<br>set|Para 1.41|We fund our activities via sponsorship from<br>medical companies. This pays for the<br>events and the remaining money is then<br>available for other activities.|
|Investment performance<br>against objectives|Para 1.41|N/A|
|Other|||





## **Financial Review** 

|**Financial Review**|||
|---|---|---|
|Review of the charity’s<br>financial position at the end<br>of the period|Para 1.21|We ended the financial period with a sum<br>of £31,071. We have no other assets and<br>no liabilities.|
|Statement explaining the<br>policy for holding reserves<br>stating why they are held|Para 1.22|We don’t aim to keep a reserve, but the<br>sum left at the end of this financial year is<br>to allow us to prepare for the subsequent<br>years activities, cover secretarial support<br>and to invest in a professional website to<br>allow us to disseminate the training<br>materials we have created.|
|Amount of reserves held|Para 1.22|N/A|
|Reasons for holding zero<br>reserves|Para 1.22|N/A|
|Details of fund materially in<br>deficit|Para 1.24|N/A|
|Explanation of any<br>uncertainties about the<br>charity continuing as a going<br>concern|Para 1.23|N/A|



|**Additional information (optional)**<br>You may choose to include further statements|**Additional information (optional)**<br>You may choose to include further statements|where relevant about:|
|---|---|---|
|The charity’s principal<br>sources of funds (including<br>any fundraising)|Para 1.47|Sponsorship from medical companies.|
|Investment policy and<br>objectives including any<br>social investment policy<br>adopted|Para 1.46|N/A|
|A description of the principal<br>risks facing the charity|Para 1.46|None at present. After the first sponsored<br>events the sponsors have made it clear<br>they are very happy to continue sponsoring<br>more events.|
|Other|||





## **Structure, Governance and Management** 

|Description of charity’s<br>trusts:||N/A|
|---|---|---|
|Type of governing document<br>(trust deed, royal charter)|Para 1.25|CIO Constitution.|
|How is the charity<br>constituted?<br>(e.g unincorporated<br>association, CIO)|Para 1.25|CIO|
|Trustee selection methods<br>including details of any<br>constitutional provisions e.g.<br>election to post or name of<br>any person or body entitled<br>to appoint one or more<br>trustees|Para 1.25|The current three trustees were<br>responsible for the creation of UKIOG and<br>its formation as a charity. New trustees will<br>be appointed as required by a process of<br>self nomination and then voting by the<br>steering committee and all the sub<br>committees that form UKIOG|



**Additional information (optional)** You may choose to include further statements where relevant about: 

|Policies and procedures<br>adopted for the induction<br>and training of trustees|Para 1.51|We will use the Charity Excellence<br>Framework courses to trainee new<br>trustees.|
|---|---|---|
|The charity’s organisational<br>structure and any wider<br>network with which the<br>charity works|Para 1.51|The charity is formed of the three trustees,<br>a steering committee and then a Research<br>Committee. Additional committees will be<br>set up of the course of 2024.|
|Relationship with any<br>related parties|Para 1.51|**None**|
|Other|||



## **Reference and Administrative details** 

|Charity name|United Kingdom and Ireland Oesophagogastric Cancer Group|
|---|---|
|Other name the charity uses||
|Registered charitynumber|1198358|
|Charity’s principal address|Velindre Cancer Centre,<br>Velindre Road,<br>Whitchurch,<br>Cardiff,<br>CF14 2TL|
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## **Names of the charity trustees who manage the charity** 

|1<br>2<br>3<br>4<br>5<br>6<br>7<br>8<br>9<br>10<br>11<br>12<br>13<br>14<br>15<br>16<br>17<br>18<br>19<br>20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**<br>**year **|**Name of person (or body) entitled**<br>**to appoint trustee (ifany)**|
|---|---|---|---|---|
||Thomas Crosby||||
||Christopher Peters||||
||Elizabeth Smyth||||
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## – Corporate trustees names of the directors at the date the report was approved 

**Director name** N/A 

Name of trustees holding title to property belonging to the charity 

|**Trustee name**|**Dates acted if not for whole year**||
|---|---|---|
|None|||
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## **Funds held as custodian trustees on behalf of others** 

Description of the assets None held in this capacity Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for N/A safe custody and segregation of such assets from the charity’s own assets 

## **Additional information (optional)** 

## **Names and addresses of advisers (Optional information)** 

|**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**|
|---|---|---|
|**Type of**<br>**adviser**<br>**Name**<br>**Address**|||
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|**Name of chief executive or names of senior staff members (Optional information)**|||
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## **Exemptions from disclosure** 

Reason for non-disclosure of key personnel details 

N/A 

## **Other optional information** 

N/A 



## **Declarations** 

**The trustees declare that they have approved the trustees’ report above.** 

**Signed on behalf of the charity’s trustees** 

|**Signature(s)**<br>**Full name(s)**<br>**Position (eg Secretary,**<br>**Chair, etc)**<br>**Date**|||
|---|---|---|
||Christopher John Peters||
||<br>Trustee||
||11/9/2024||
||11/9/2024||





|Date|Description|Income MoneyIN|Expense MoneyOUT|
|---|---|---|---|
|03/01/2023|Payment from Lloyds bank due to complaint|£40||
|09/01/2023|BVM Sponsorshipof Annual Meeting2023|£2,000||
|03/02/2023|Expensepaid to facultyof annual meeting- Dr Vignseswaran||£89.89|
|03/02/2023|Expensepaid to facultyof annual meeting- Thea Towell||£388.45|
|06/02/2023|Expensepaid to facultyof annual meeting- Massimiliano Di Pietro||£41.80|
|07/02/2023|BMS Sponsorshipof Annual Meeting2023|£10,000||
|10/02/2023|Aquilant Sponsorshipof Annual Meeting2023|£2,500||
|16/02/2023|Expensepaid to facultyof annual meeting- Tom Crosby||£118|
|17/02/2023|Servier Sponsorshipof Annual Meeting2023|£10,000||
|20/02/2023|Bank Service Charges||£7|
|28/02/2023|Payment to Royal Societyof Medicine for Event - Annual Meeting||£17,822.42|
|08/03/2023|Amgen Sponsorshipof Annual Meeting2023|£10,000||
|08/03/2023|Payment for website||£1.20|
|17/03/2023|Merck Sponsorshipof Annual Meeting2023|£10,000||
|17/03/2023|Astellas Sponsorshipof Annual Meeting2023|£5,000||
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||Total Current Assets|0||
||Total Current Liabilities|0||
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Overall Balance £40 £2,400 £1,950.11 £1,561.66 £1,519.86 £11,519.86 £14,019.86 £13,901.86 £23,901.86 £23,894.86 £6,072.44 £16,072.44 £16,071.24 £26,071.24 £31,071.24 



## **Independent examiner's report on the accounts** 

## **Section A                        Independent Examiner’s Report** 

**Report to the trustees** Charity Name United Kingdom and Ireland Oesophagogastric Cancer Group **On accounts for the year** 2023 **Charity no** 1198358 **ended (if any) Set out on pages** 

(remember  to include the page numbers of additional sheets) 

I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31/03/2023. **Responsibilities and** As the charity's trustees, you are responsible for the preparation of the **basis of report** 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 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 (other than that disclosed below *) which gives me cause to believe that in, any material respect: 

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. 

* _Please delete the words in the brackets if they do not apply._ 

**Signed: Date:** 16/09/2024 **Name:** Dr Murray A J Hudson **Relevant professional** Qualification: MBChB (University of Edinburgh 2009) **qualification(s) or body** Registered as a Medical Practitioner with the General Medical Council – **(if any):** GMC# 7041191 **Address:** 45 Pottery Lane London W11 4LY 

## **Section B                           Disclosure** 

Only complete if the examiner needs to highlight material matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners). 

**Oct 2018** 

1 

**IER** 



**Give here brief details of any items that the examiner wishes to disclose** . 

**Oct 2018** 

2 

**IER** 

