Rowan Tree Canc•r Car• Flrwncld Statem•
Dlr•cth l Tru¥t NAC D8 K Rfwrke R Dash J A Wlh8ms MBE JP Trea51nrlDlrectorlSecretary CEO Ch•rlty RegtraIon 1096075 R•ghty4ilon 4538022 Crtty klanagor R Dash Cwnp•ny S•¢r•thry R•Wt•r•d Offic• CF45 3PW CwBr Heay SeThw Ltd Rab8rt TrknJs¢ erth Tffj CF482SR
For th• P•rf*xI End Joth Sqpt•mb•r 2025 PAGE 9.11 12 13 14
Rowan Tree Cancer Care Rgport of thg Directors and Trustees STRUCTURE, GOVERNANCE ANO MANAGEMENT Governlng Docum•nt Rowan Tree Cancer Care is a rogistèr8(l thartty and a company limited by guarnnteÈ. The maximurn liability of each member 1$ limf¢ed lo len pounds_ At 30 September 2025 the company had 6 members. Rowan Tree Can¢8T Care is qovemed by its Memorandum and Art"cles of Association. Rowan Tree Cancer Care was in¢orKx)rdted as a Company Limited by Guarant¢e on 18 September. 2002. The ¢harity Commenced operations in 2002. R•crultm•nt. Appolntm•nt of Trustees Trustees. are also Directors ol th8 Company, are frcrfn the local community and must either reside or work in Rhondda CyTron Taff and surroundir¥J aw. The Truslee Board oversees the election proGe55 for Board appointments. A separate pe$s. agreed by ihe Trustee Board, is followed lor the 8lecJon of the Chair. The Releren¢e and Administrative Detsils above identffies the constrtuenues that elected each of thè Current trustee8. No Other persons or bc¥1i8s exlemal to the charity enb.tled to appoint Porsons ¢0 the Trustee Board. Indu¢tion of Trustees N8wIy appointed Trustees ar8 Pfowde(J wth a cornprehensive Indli0n to Rowan Troe Canr Care through the provision of training Cou5 afbd mentoriThJ by eslablished tnjsleos. Organlsa¢lonal Structur• Rowan Te Cancer Care is govem8d by its Trustee Boartl is resFWX)siblè for s8tbrwJ the strategic direction of the organisation and the policy of the charity. The Trustees carry the uAimale responsibility fof th8 Gonduct ol Rowan Tree Cancer Cafe and for enwriro thal ¢he charity satssfies rts legal and contractual obligalions. Trustees meet as a mintmum quarterfy and delegate the day-ttrday oper81ion of the organisalion to senr management. The Trustee Board is independent from manwJement. A register of mernbers, interests is maintaineil at the registered office and is available to Ihe publK. R•lated Partl•s The charity t(0perate5 and liaises with a number of other seNices. local charities and 181 services departments on behalf of clients. Where one of the truslees ho$ the po1 of trusteeldirector of another charity thèy may bè Invoe in discussions regarding that other d)artty but rK)t in the ultimate deasio makinq process. Major ri•ks Rowan Tree Cancer Care ha$ %%%ykeil on 8 C(wporale Risk Management exefiise. A risk management strategy and nsk register were agre8d by the Tnjstee Board. The Trustees rec(yJnise that any major risks lo which the charity is èxposed ne8d to be rewewed and syslems put in place to Mitare those risks. To that end Rowan Te Cancer Care is conbnually monitoring and managiThJ its risk. ¥169 lh8 corpordtg risk register and ensuring action plans aro in place to M"gate ts key risks. Included in extemal risks ts that of the loss of fundiThJ_ The effects of this have beèn minimised by the procedures in place. which have rèsulted in funding beiThJ secured from a variety of sources. The charity continues to seek to diveNfy sts lunding sources. Internal risks are minimised by the implementstson of procedvres for authorisation of all tr8ns8Ctions and projecls aTrJ to ensure con%stent Quality of delivery for all operational aspects ol th8 charitable rnpany. These procedures are mia%*d annu81ty lo ensure that they still meet the neèds of the tharity.
Rowan Tm Canc•r Car• Report of the Olrectors and Trust••8 OBJECMVES AND ACTMTIES Oblects The charily's main obCtiVe is lo offer ernOtKal and pract1 support to cancar SuffeIS and thèir carers living in the Borough ol Rhondda CYrn Taff and sumJundir¥J aw. Aims, Oblectlves, Strategies and Activities for the Year Rowan Tree Cancer Carg aims lo prolJe emob.onal arKI prthl SUPK¥Yt to families liwng in Rhondda Cynon Taff and surroundirwJ area by the provis of:_ 1. Free transport for any cancer-rdaied, hospttal appointmenl 2. Counselling for anyone those lrfe is affected by cancer 3. Complimentsry therapies to help relieve stress and promote the feeliThJ of vlIbeirJ. 4. Therapy through Art S. Crealive w(Ykshop 6. Respite a¢¢ommc%l8lion for carwWfamil$ tr8¥elliNJ to Vglindre 7. Wig Fitts'ng Supporting infomation was provided foi inclusion in the applKation and pkns madè for imkAementing the additional service in the èvent ol ihe aPication being yAJccesslul. The principal actiwty of Rowan Tree Cancèr Care remained th8 p"siOn of ÈmotK)nal and prdclical support for families living In Rhondda Cynon Taff 0$e lives a tOLthd by nCor. This is prDid8d throtNJh the main office in Mountain Ash. Contrlbutlon of Volynteg The charity receives help and support in the form of voluntary assistance in PTovidiThJ infonnation to th& public. driving clients to cancer treatments. supporting the social entelIst$ and administering the charity. During the period of this repori 1" October 24 to ar ended 30 Sept•mb•r 2025 The volunteer hours have b6èn asb"mal6d as 19212 volunl8È1 hours ai national fflinimum w8ge of £12.21 for anyone ¢vèr the age of 23 year5. It estimated the value ol this help is £234.578 The figure has been calculated by the volltnteer drIrj )UrS Fff0ed by the volunteer drive. tharity shop volunteers signing in sheets, lottery volunteers and monthty volunleer crynmittee members meth"ros. The volunteer hours have deCaSed drastically from the pmths per¥Jd years rept 1. October 2023 to 30th September 2024 0118,750 volunteer hours. The charity did not recover after Cowd as so many vdunteers left fo11th"Tha Govemment Guidelines. The charity is now slowly r$¢ruiting vh support Irom ¢T CVC. This has had a huge impact on the charity as addition paid staff *tre contract8d to cov¥r the volunteer houTr preySty support8d by shop and centre volunteers.
Rowan Tree Cancer Care Report of the Oir¢ctors and Trust¢ès ACHIEVEMENTS AND PERFORMANCE Charltable Actlvltles Families a being referred daily into the semces prowded by the charity. Fundralsing Adivitie$ Total income for the year VRS £303,054 an iJecre8se of £53.306 on 202312024. Inv•stmènt ActSvltl•s The charity holds a capital invèstmènt vA)ith 1$ a retsil premistrs srtuat•d at 70 Oxlor(I Street. Mountain Ash CF45 3HB. This was rèfurbished during 2014. This has a current market valuatKin of £105.000. The main Canc8f C8ntrè purchased and refurbished dunng 2010 al 58-60 Commercial Street. Mountain Ash. CF45 3PW has a Cufrent rnarket value of £650.OCKJ. The ¢harity also purchase(I the old Bardays Bank building next door to the main Cancer cAntre durin9 2016 for £50.889. During 2021- 2023 the building has been relurbished to a hpjh standard prowding resprtè lor Gafers. a dedicated children's oounselling roorn. Due to demand additional n)oms lor cancer support aTh1 c(Wnprnentsry Iherapies. The Ch8rity is currently in the process of hawTh3 Ihe bjdding revaId. Factors Aff•cting th• Achi•vem•nt of Objective In order to strengthen the effectiveness of its servic. the chanty has nb"nU6 to dmlop partnerships th other agencies and businesses. The Departmenl of Works and PenOnS providas training for the charities staff to offer advice and arranqe home $11$. Marie Curie - providing training lor staff an¢J volunteers in bereavefflent support to families. Inlerlink providing training and support and volunteer recnjitment. Moondance Foundation - ongoing financial support and busirw exwrti*. CRT Together- SnpoSt1ng ¢Its to RTCC. Rowan Treè Cancer Care )rS in partnership thrOh fe[raIS many organisations in the Pn"vatè. Statutory and Voluntary Sector. Cvm) Taff MorganrM¥ Univgrsty Heamh Board contribules a percentage of funding for the charity to piovide cancar Supp services throLVdhouL th& geographical area of Rhondda Cynon Taff. FINANCIAL REVIEW Flnanclal Posotlon Incomiry resoufoes tn the year re £303.054 12023r2024 £356.3591. Of this £133.121 1202312024 £152,945) related to project restricted actiwties. A profit of £232 was made in the year12023r2024 a loss of £30.8411. AI 30 Septèmber 2025 total reserv8S were £347.133 of which £8.290 repsenIed restricled funds.12024." £346.1 and £8.0021 as all reststhd f(Jnds wth respect ¢0 the purchase of the building Barclays Bank We mved to unSIn"¢I&d lur$. Rès•rvès Polley Previously. Rowan Te Cancer ca vrds required lo ensu that free monies are available in each financial year lo mee¢ reasonable foreseeable contiroery. DuriThJ this financial dimate, the charity wll take all n8¢9SS3ry 5t8P5 to ensure thal the ch8nty provides a best value of service.
Rowan Tree Canc•r Care R•port of the Directors and Trustees Prlnclpl¥ Fundlng Sourc•8 The Directors extend their gralrtude to the Moond8nce Foun¢Jab"on, Cancer ca Society, CvTn Taf Morgannwg University Health Board arHJ io 811 kJ"rK1 donations and fLtndraisiTrJ in the community. Fund8 In D•ficlt No funds We in deficrt al thè balarKe sheet ¢Jate. Investmgnt Pollcy As required in its Memorandum paragraph 4.15, in furtherance of its objects. and for no other purrK)ses, the Company has the wjwer to invest the monies of Ihè Company nol immediately requireLI for its purpose$ in or upon such i$1M&ts, securits.es or property as may be thought fil. subject nevertheless to such conditsons and such con58ftts a$ may for the time bwng be imposed or by FUTURE PLANS RTCC is bttctsming one ol the largesl local charitye$ in Rhondda Cynon Taff Vth all service5 in great demand. The charity rècèivès ferraIS daily for families to access the free SUPFKfft services. The charity wants to recnjil more volunteews to meet the demand for the services and have fvndraing bn the Rhondda Valley. The charity will continue lo support students from local colleges to wort on vaiious projects within the ch8rity. Also, to work in partnership local agencies by training peop to obtain retsil skills to help Ihem baGk into th. During the peri(yJ ol this rewrt, 11 has been a thalleThJirvJ b"m8 for RTCC *ilh less donations io the shop5 as well as cash (Jon8tions as familiès cannot affNd to give. Thè current financial climate h85 had a huge finanual impact on Ihe th8rity. The geographical area the charty covefs has hh deprivation ar bow income levels and employment. Rowan Tree G8nc8r Care is aiming towards a sustainable fulure nthv and innovatNe ways of worng to meet the demand wth the ever ¢har¥Jing ffinancial climale.
Rowan Tree Canr Care Roport of th• fMr•ctors anql Tru$i DIRECTORS'RESPONSIBILITIES Cornpany Law 8nd Charity Law require the Directors lo ppa financial ststèments for each financial year. which give a irue and lair view ol the state ol affair5 of Rovrdn Tree Cancer Care and of Ihe suwus or deficit for that period. In preparing thgse finawal 5tstements. the Oirectors are Nuir to.. _ lal select suitable accounting policies and then apply them congslenity. Ibl make judqements and estimates that a asOnab and pnthl. Icl state whether applicable accounting stsndards have been fiAI(MBd, subject to any matwial deparlurè$ disc195e(J and explained in the financial statements. and Idl preparè the finanGial statements on the goiro concem basis. unless it 1$ inappropriate to presume that the company will continue in operation. The Directors 8re also responble for keeping proper accounling records lch disclose with reasortablg auracY at any time the financial positson of Rowan Tree Cancer Care and to enable them lo ensure that the financial statements comply with thè Companies Acl. 2(K)6. The Directors are responsible for eftsuri that the company m8intsins an adequate syslem of intemal control designed lo provide reasonable assurance that assets are safeguarded a9ainst material loss or unauthorised use and tr) prèvent and del8Ct frwd and other 1wuLarrts. This report has been prepared in arxordance Yth Ihe Statemenl of Recommended Praclice - Ac¢ovnts"ng and reportsng by Charities and in acc(dare %wth the sp8oal provisions of ihe Companiès Acl 2006 relating to small wmpanies. C Dash Secretsry 22nd May 2026
Indgwndent Examln•r• Report to the Dir•¢t¢)rs of Rowan Tr•• Canc•r Carn I rtsport on the accounts of Row8n Tree C8ncer Care for thtr year ended 30 September 2025 ar& set out on pages 7 lo 12. R•sp•ctlv• r•sponslbllltJK of dlr•ctors and •xamln•r. The direclors of Row8n Tree Cancer Care are responSie fcK ihe Weparat of the accounts. The diwclors considèr that an audit is not qUired for this year under section 144 of The Charibes Acl 2011 Inhe Charitsès Acll and that an independent examination is need. Th$ tharity'$ gross irme ¢x¢eeded £?.000 and l am qualffied to undèrtake the examination by being a qualtfied member of ACCA. 11 Is rny re5ponsibilty to.. Exarnine the accounts under sedion 145 of the Charit$ Acl, To follow procèdures laid down in the general Direcb"ons given by thg Charity Ccthmiss (under section 14515Xbll of ihe Charilies Act. and To state whether particular mètters have com¢ to my attenb"on. Basls of Ind•p•nd•nt Examin•rs Rèport My examination was carried tsJl in accofdance vthh the general th'rectw)ns given by thè Charrty Cornrniswoners. An examinalion includes a review of the accounbng records kepl by the charity and a comparison of the accounts presenied with Ihose records. It also includes Consideraln of any unusual iiems or disclosure$ in thè accounts and seeks explanatsons from you as directors concemiThJ any such matters. The procedure5 undertaken do not provide all the evidence that wul be 91 in an audrt. and consequently no op1fin is given as to whether the accounts present 3'tnJe and fai¢ view and the Tewi is limrted to those malters set oul on the slatemenl bel(M. Ind•pend•nt Examiners Stat•m•n¢ In wnnection with my èxamination, no m8teri81 m8tters have comts to my 8ttention %thich gives me cause 10 bel*ve Ih•i in. any m8ieri81 rtggB¢i the ac¢ountinq recor(Is re not kepl in accordance wth section 130 of the Charities Act.. c the a¢¢ounls did not accord vthh the accounting records. or thè accounts did rt comply with the applicable requirèrnents Ct)nceming the forn and content of accounts set out in the Chariti¢s IAccounts and Reports) Regulation$ ?6 other than any requiremenl that the accounts a 'true and fair. view which is Mt a matter consKlÈr8d as pari ol an independent examination. I have come acr0s5 no other matters in conneC1n the examinat to which attention should be drawn in this report in order to enable a proper underslandirrfJ of the accounts lo be reached. Cooper Healey Audit Servsces Lld
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