•• PHYSIOTHERAPY Annual Report and Financial Statements I September 2020 to 31 August 2021 Scottlsh Charitable Incorporated Organisation Charity Number: SCI)44175
The Physiotherapy Trust Annual Report and Financial Ststements I September 2020 to 31 August 2021 Reference and Administrative Details: Patron: Charit Trustees as at the date of approval of the Annual Report: .p iainical Direttor and Secretary) Charlty Trustees who reslgned durlng the perfod None Scottlsh Charltable Incorporated Organlsatlon Scottish Charlty Number: SC044175 Orlgins and Objects of the Trust: The Physiotherapy Trust (TPTI was reglstered wlth the Office of the Scottlsh Charlty Regulator on 31 July 2013. The Trust's charitable purposes are: The advancement of health and The relief of those in need by reason of a8e, 111-health, dlsablllty, financlal hardship or other disadvantage The Trust's charitable objects are: To advance health through the provision of a phy510therapy service to relieve the symptoms of physically disablin8 conditions and thus promote mental wellbeing The relief of those in need by reason of age, 111 health, disability and financial hardship through specialist advice. treatment. equipment and pop-up clinics provlded by chartered physiotherapists. Publlc Benefit Statement: In the light of the above purposes aftd objects and the activities described later in this report. the Trustees believe that The Physiotherapy Trust {TPTI meets the criteria for public benefrt.
Appointment of Charity Trustees Charity trustees will be elected annually atthe AGM from the membership. Reserves Policy The charity aims to have a reserve of 6 month< expenditure. Chairperson's Report The Trustees of The Physiotherapy Trust continue to present the charity in accordance with its constitution: the aims of The Physiotherapy Trust ITPTI remaln as Inltially set out. Covid Pandemlc: All documentation regarding recent chanBes to Tpfs Constitution for the allowance for Wirtual. Meetin8s was submitted to OSCR. During the continuation of the C-19 pandemic, Tpfs Domiciliary Physiotherapy service operated In Ilne wlth UK Government restrictions: our 'State Re81stered' {Health and Care Professions Council). Chartered Physiotherapists practiced within Professional guidellnes and maintained contact with NHS colleagues (Consultants, CNS, Physi0s1. On the dirertion of related governing bodies, TPT formulated various patient-related documents: Risk Assessment, Remote Tria8e, Si8ned Consent and On-going Triage and Consent: an auditable 5VStem of C-19 documentatlon was establlshed and utlllsed. Multl le Sclerosi ers Branch MSSB8 - Virtual and Face to Face patient treatment continued, coupled with valuable patient-related dlscussions between our two charities. At a TPT-MSSBB September 2020 meeting: the shared cost of PPE, reduced but continued financlal oirtlay and lack of fundralsin8 OPPOrtunitles were central topics and concerns. M Name'5 Doddie Foundation MNDF: Since our inau8ural meetln8 on 19th February 2020 and despite TPT'S regular courteous communications, no contact has been received from MNDF or its nominated NHS colleagues. It must be surmised that the demands of C-19. have rendered thls new project paused. In May 2021, TPT returned the full grant to MNDF. Fund Raisin Via Funding Scotland, some 'C-19 tlme sensltlve. funds were open to applications but as TPT was mlnimally active, application was invalid. Third Sector articles reported the challen8es of established small charities. sugge5tin8 that donator5 favoured charities responding to the immediate impact of C-19.
Goin Forward Despite there belng no local Publlc Sector on-80ing domictliary physiotherapy for patients with life limiting conditions, TPT has had no contatt from organisations with whom we have previously offered collaborations induding fellow Third Sector organisations and the local publlc sector. Unsurprisingly, there is now a resultant increased demand for Private Physiotherapy. Concurrently, TPT was unable to predict if and when, it would recover its pre-pandemic treatment hours level. subsequently. TPT'S inability to offer surety of earnin& resulted In unpredictable staffing commitment. Reflectin8 the lack of uptake for Tpfs domiciliary Physiotherapy service, our dlminished fund raisin8 Opportunities, continued running expenses, unpredictable future demand and subsequent staff commitment challenges, unfortunately this charity has become unviable and unsustainable. Our Trustees agree that The Physiotherapy Trust Should cease Its actlvltie5 and Its closure procedure will commence in line with OSCR regulations. I O OLt()bL'r 2021 End of Fourth Year as Chair Trustee Remuneratlon: Related Party Transactlons: who is a Trustee. has. with the unanimous approval of the other Trustees, tulfllled the role of Clinical Dirertor of the Trust for which she receives modest remuneration at a rate agreed in advance by the Trust. As a Chartered Physiotherapist. she also has been involved in clinical service delivery on behalf of the Trust, for which she 15 also remunerated at the agreed rate. AIS claims for remuneration and reimbursement of expenses in relatlon to both of these role5 are supported by timesheets and receipts and are scrutlnised by a Trustee prior to authorisation for payment. To comply with Charity Law, in June 2015 the following was a8reed'. her post as Clinical Director for up to a maximum of 12 hours per month at £25 per hour; and b) her post as a Physiotherapist delivering clinical treatments for up to a maximum of 20 hours per week at £30 per hour. It was further a8reed that both these agreements should apply retrospectivelv. Acknowledgernents: The Trustees wish to record their sincere thanks for the continued invaluable guidance and support that they have received from the local third sertor interface organisation, The Bridge. via their man38
Declaration The charity trustees declare they have approved the above tru5teeg report. Signed on behalf of the Trustee5: Clinical Director Date:
THE PHYSIOTHERAPY TRUS[ Scottish Charitable Incorporated Organisation No. SC044175 ANNUAL REPORT AND FINANCIALSTATEMENTS FOR THE PERIOD I" SEPTEMBER 2020 to 31° AUGUST 2021 srATEMENT OF RECEIPTS & PAYMENTS FOR PERIOD ENDED 31ST AUGUST 2021. TOTAI 2021 TOTAL 2020 RECEIPT5 Funds Funds My Name's Doddie Foundatlon Donatlons O.CQ £20,M). EO.00 £20,CKQ.00 £o.TrJ' £20,000.00 £5,000.00 É2,690.fy) MS Patient Donations £1.177.00 £1.177.¢ MS SOCIETY £2.352.85 £2,352.85 £ 0.0) £4,303.85 £ soo.00 SCVO AWARD TOTAL RECEIPTS £ 3.529.85 £20,OCX).cri £23,529.8S £32,493.85 alnl¢lan Servlce5 4599.1Kl 1,381.25 4,599.CQ 1,381.25 9,782.00 1,256.25 ClSnlcal Dlrector Admln Admln Servi$ 422.50 422.50 Travel Expenses Insuran 648.20 2,925.90 489.30 274.14 274.14 Website 198. 198.00 198.00 Telephones Posta8e, Telephone & Statlonery Bank Char8es My Name S Doddle 327.63 327.63 467.47 84.00 71.99 71.99 72. 7.994.71 6O).(h) 39Atrf).00 40 OtLI. 72.00 72.oj 285.92 £ 8,594.71 39,4(L).c £47.994.71 £15,560.84 Purchase of Equlpment 0,00 TOTAL PAYMEwfs £8,594.71 39,41Y).IxJ £ 47,994.71 £ 15,560.84 INCOME FOR TrIE YEAR 5,¢WA.86 419,4. -£24,464.86 £16,933.01
THE PHYSIOTHERAPY TRusr Scottish Charitable Incorporated Organisation SC044175 ANNUAL REPORT AND FINANCIAL STATEMENTS FOR THE PERIOD I" SEPTEMBER 2020 to 31" AUGUST 2021 STATEMENT OF BALANCES AS AT 31 AUGUSf 2021 Unrestrict Fun Re5trfrted Fu TOTAL 2021 TOTAL 20ZO Balan at 31.08.20 14,070.27 19,4LKI.00 33,470.27 16,537.26 Income for Year .5,064.86 .19400.(MJ -24464.86 16,933.01 Balance at 31.08.21 9,005.41 9,1)05.41 33,470.27 ank Balance at 31.0821 9.CK15.41 9,IX)5.41 33,470.27 nrestri nr 0.00 The Notes on page 8 fom) an Inte8ral part of these accounts. Approved by the trustees and si ned on their behalf b Clinical Director Treasurer Date: 21 Ottober 2021 Date: 21 October 2021
THE PHYSIOTHERAPY TRusr Scottlsh Charitable Incorporated Organlsatlon No. SC044175 ANNUAL REPORT AND FINANCIAL STATEMENTS FOR THE PERIOD I" SEPTEMBER 2020 to 31° AUGUST 2021 Notes to the Accounts for the perfod I September 2020 to 31 August 2021. Basis of Accounting These accounts have been prepared on the Receipts and Payments Basis In accordance with the Charities and Trustee Investment (Scotlandl Act 2005 and the Charities Accounts (Scotlandl Regulations 20(. Nature and purpose of Funds Funds received from My Name'5 Doddie Foundation {£20,0(M) In yearl are restricted to covering costs associated with the care of Motor Neurone Disease sufferers as per terms of award. These funds were subsequently retumed to the foundatSon alon8 wlth £20,OCKi received in prior year. All other funds held by the Charity are unrestricted and may be used at the discretion of the trustees in furtherance of the objectives of the charlty. Grants No 8rants were recelved by the charlty in thls accountin8 perlod. Trustee Remuneratlon & Expenses A total of £2,041 was paid to trustee in her capacity as Clinical Director and Physiotherapist. No trave expenses wa5 a150 paid to her in thls accounting period. Remuneration and mileage rates were a8reed by all other trustees and submitted claims were approved by the Treasurer and Chairman. No payments were made to any other trustees.
INDEPENDENT EXAMINER'S REPORT To The Trustees of The Physiotherapy Trust Scottlsh Charltable Incorporated Organlsatlon No. SC0414175 On the Atcounts of the Charity for the Period I September 2020 to 31 Au£u5t 2021 Set out on pages l-& Respectlve responslbllltles of Trustees and Examlner The charitls trustees are responsible for the preparation of accounts in accordance with the terms of the Charities arbd Trustee Investment {Scotlandl 2005 Act and the Charities Accounts Iscotlandl Regulations 2006. The charity trustees consider that the audit requirement of Re8ulation 10{l) Id) of the Accounts Regulations doe5 not apply. It is my responsibility to examine the accounts as required under section 4411} Ic l of the Act and to state whether particular matters have come to my attention. Basls of Independent Examlnerfs Statement My examination is carried out in accordance with re8ulation 11 of the Charites Accounts IScotland} Regulations 2CK16. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also Includes consideration of any unusual items or disclosures In the account5 and seeks explanations from the trustees concernin8 any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit and, consequently, I do not expre55 an audit opinlon on the accounts. Independent Examlnerfs Ststement In the course of my examination. no matter has come to my attention which gives me reasonable cause to believe that in any material respect the requirements: -to keep accounting record5 in accordance with sectlon 44{1) {al of the 2005 Act and Regulation 4 of the 2006 Accounts Regulations and, -to prepare accounts which accord with the accounting records and complv with Regulation 9 of the 2006 accounts Re8ulations have not been met, or 2. to which, in my opinion, attention should be drawn in orderto enable a proper understanding of the accounts to be reached. Signe Date: Iq/,./21