**4** 


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

**From 01/04/2023   To 31/03/2024** 

**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 3 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 second face to face annual<br>event meeting attended by 150 people from<br>across all the healthcare professions who<br>look after Oesophageal and gastric cancer<br>patients. This meeting highlighted the latest<br>areas of research and shared best practice<br>in managing these complex patients.<br>Feedback from this meeting was extremely<br>positive with 97.3% of people stating they<br>were highly satisfied with the event overall.<br>We hosted our first UKIOG webinar which<br>was attended by 190 people from across all<br>the healthcare professions who look after<br>Oesophageal and gastric cancer patients.<br>Feedback from this meeting was extremely<br>positive with 92% of people stating they<br>would recommend the webinar to<br>professional colleagues.|



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

We achieved our goals for this period. 



|Achievements against<br>objectives set|Para 1.41||
|---|---|---|
|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 £29,765. 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|
|||





## **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**|||
|---|---|---|
||Prof Thomas Crosby||
||<br>Trustee||
||17.10.24||
||17.10.24||





|Date|Description|Income Money IN|Expense Money OUT|Overall Balance|
|---|---|---|---|---|
|05/04/2023|Payment for website||£1.20|£31,070.04|
|02/05/2023|Admin Payment for work carried out||£1,180|£29,890.04|
|09/05/2023|Payment for website||£40.80|£29,849.24|
|23/05/2023|Admin Payment for work carried out||£96|£29,753.24|
|07/06/2023|Payment for website||£10.80|£29,742.44|
|14/06/2023|Further invoice for Royal Society of<br>Medicine for Event - Annual Meeting||£2,000|£27,742.44|
|06/07/2023|Payment for website||£10.80|£27,731.64|
|07/08/2023|Payment for website||£10.80|£27,720.84|
|14/08/2023|Further invoice for Royal Society of<br>Medicine for Event - Annual Meeting||£2,000|£25,270.84|
|06/09/2023|Payment for website||£10.80|£25,710.04|
|06/10/2023|Payment for website||£10.80|£25,699.24|
|07/11/2023|Payment for website||£10.80|£25,688.44|
|06/12/2023|Payment for website||£10.80|£25,677.64|
|13/12/2023|Payment for development of new<br>website - John Chipperfield||£5,000|£20,677.64|
|18/12/2023|Payment for development of new<br>website - John Chipperfield||£1,000|£19,677.64|
|04/01/2024|Payment to Media 1 Productions for<br>2024 Annual Meeting||£3,390|£16,287.64|
|05/01/2024|Payment for website||£10.80|£16,276.84|
|05/02/2024|Payment to Royal Society of Medicine<br>for Event - Annual Meeting2024||£3,240|£13,036.84|
|07/02/2024|Payment for website||£10.80|£13,026.04|
|23/02/2024|Sponsorship from Amgen for Annual<br>Meeting2024|£10,000||£23,026.04|
|01/03/2024|Sponsorship from Servier for Annual<br>Meeting2024|£1,500||£24,526.04|
|07/03/2024|Payment for website||£10.80|£24,515.24|





|18/03/2004|Cook UK Sponsorship of Annual<br>Meeting2024|£2,500||£27,015.24|
|---|---|---|---|---|
|18/03/2004|Biohit Healthcare UK Sponsorship of<br>Annual Meeting2024|£2,750||£29,765.24|



Total Current Assets 0 Total Current Liabilities 0 

