## Leeds Oral Surgery Trust (reg 515087) ## (also known as L.O.S.T.) This is the 2023/4 Annual Report of the Trust for the year ending 30th September, 2024. The Trust is registered with the Charity Commission as a Charitable Trust, originally established on December 31st, 1983. Its governing document is a Trust Deed submitted to the Charity Commission in mid 1983 and approved and registered at the end of that year. Trustees during the year to 30 September 2024 were: **Mr Charles Michael Hill** (Chairman/Correspondent) 44, Seaview Drive Ogmore by Sea, Bridgend CF32 0PB ## **Mr Anthony David Giles Professor Jonathan Paul Shepherd** New trustees are appointed under the Trust Deed by election of current trustees. However, as the Trust had been relatively quiescent in recent years, this was not felt to be necessary. The purposes of the Trust, as set out in the governing document are: PROMOTING RESEARCH AND EDUCATION IN THE FIELDS OF MEDICINE AND DENTISTRY AND THE DISSEMINATION OF THE RESULTS OF SUCH RESEARCH FOR THE BENEFIT OF PERSONS (HEREINAFTER CALLED THE DENEFICIARIES) WHO ARE SUFFERING FROM ILLNESS OR DISEASE OF THE MOUTH OR TEETH OR ANY OTHER PHYSICAL OR MEDICAL DISORDER OF AN ORAL NATURE OR ANY OTHER DISORDER OR DISABILITY OF AN ASSOCIATED NATURE AND IN PARTICULAR (BUT WITHOUT IN ANY WAY LIMITING THE GENERALITY OF THE FOREGOING) BY MAKING GRANTS OF MONEY FOR THE PURCHASE OF MATERIALS, BOOKS, EQUIPMENT, AND ASSISTANCE WITH TRAVELLING EXPENSES TO RESEARCH AND EDUCATIONAL ESTABLISHMENTS, LABORATORIES AND CONFERENCE CENTRES SPECIALISING, RESEARCHING OR FURTHERING EDUCATION IN THE FIELDS OF MEDICINE AND DENTISTRY AND IN PARTICULAR (BUT WITHOUT IN ANY WAY LIMITING THE GENERALITY OF THE FOREGOING) IN THE FIELD OF ORAL SURGERY. After several years, where the income of the Trust had not exceeded £10K, the year to 30/09/24 proved to be an unusual and likely unique one as the Trust was asked if it could assist in providing a specialised radiographic (X-ray) machine for a hospital in West Africa. After discussion with the Trustees, it was agreed that this would be possible subject to the necessary funding being raised in advance of any purchase of equipment. In addition to being of huge benefit to the people of Guinea, the machine is useful for teaching and research as the centre aims to train practitioners in the necessary skills. (see hopeguinea.org for further information) This was achieved by mid-August, 2024 and the equipment was purchased through Medical Aid International who also organised its transport to the hospital in Guinea, Africa. Whilst the significantly discounted and total cost was just under £50K, this has resulted in the charity being required to submit approved accounts and other information as required by the Charity Commisioners. As mentioned at the outset, the likelihood of repeat expenditure on this scale is thought to be unlikely but the Trust remains open to investigating whether it has a future as a grant making body. The Trust banks with the Charities Aid Foundation bank and has no debts. It has no policy on reserves and no investments other than the current account balance. The trustees raise funds as needed for specific projects and need minimal reserves. However, at no time in the year did the reserves fall below zero. No payments were made to the trustees in the current year (last year £4508.69 travel and related expenses to AD Giles) **Declaration- The Trustees declare that they have approved the Trustees’ report above.** **Dated 30[th] June, 2025 and signed on behalf of the Charity’s Trustees:** ## **C. M. Hill** C.M.HILL (Chairman) ## **LEEDS ORAL SURGERY TRUST** ## **Registered Charity 515087** ## **- ANNUAL ACCOUNTS (October 1st 2023 September 30th 2024)** |**INCOME**||(Year to 30/09/23)*| |---|---|---| |Interest Payments|£10.44|£9.05| |Individual Donations (Bank transfer)|£100.00|£2,000.00| |Donation (Chq)|£75.00|| |CAF Donation|£1,845.60|| |ICS BACS||£100.00| |international Donation (CMA)|£15,220.50|| |international Donation (CMA)|£1,462.71|| |C.A.F. Transfers|26500|| |**Total Income**|**45214.25**|**£2,109.05**| |**EXPENDITURE**||| |Bank charges|£67.50|£60.75| |ICS Payment||4508.69| |MedAid International (X ray machine)|£48,000.00|| |MedAid International (transport charges)|£436.40|£0.00| |**Total Expenditure**|**£48,503.90**|**£4,569.44**| |**Surplus/Defcit (-)**|-£3,289.65|-£2,460.39| |**RECONCILIATION**||| |Balance b/d|3,754.12|**6,214.51**| |plus/minus S/D|-3,289.65|-2,460.39| |Surplus c/f|464.47|3,754.12| |**Cash Funds at Year End**|**464.47**|**3,754.12**| ## **Notes to Accounts** The Trust retained no assets for the Chitry's own use The Trust had no material liabilities at the year end (last year: none) * The previous year accounts inadverteently omitted the following transactions: Receipt of £2000 of individual donations and Payment of travel expenses of £4508.69. ## **Independent examiner’s report to the trustees and members of Leeds Oral Surgery Trust** I report on the receipts and payments accounts of Leeds Oral Surgery Trust (registered charity number 515087) (“the charity”) for the year ended 30th September 2024, as set out on the following pages. ## **Respective responsibilities of trustees and examiner** The charity’s trustees are responsible for the preparation of the accounts and consider that an audit is not required for this year under section 144(2) of the Charities Act 2011 (the 2011 Act) but that an independent examination is needed. 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 which gives me cause to believe that in, any material respect: - the accounting records were not kept in accordance with section 130 of the Charities Act; or - the accounts did not accord with the accounting records; or - the accounts did 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 Wynne Date: 6th July 2025 54 West Farm Road, Ogmore by Sea, CF32 0PU