Trustees’ Annual Report for the period
From 17.07.22 Period start date To 17.07.23 Period end date
Charity name: THE INDEE ROSE TRUST
Charity registration number: 1132471
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | TO PRESERVE AND PROTECT THE HEALTH OF BRAIN TUMOUR PATIENTS BY PROVIDING AND ASSISITING IN THE PROVISION OF FACILITIES, SUPPORT SERVICES AND EQUIPMENT NOT NORMALLYPROVIDED BT THE STATUTORY AUTHORITIES. TO ADVANCE THE EDUCATION OF THE PUBLIC IN CHILDHOOD CANCER, PARTICULARLY BUT NOT EXCLUSIVELY BY THE PROVISION OF WEBSITE INFORMATION AND PUBLICATION OF LITERATURE DEVOTED TO AWARENESS AND EARLY DIAGNOSIS, THE PROVISION OF FREE HOLIDAY ACCOMODATION AND TRANSPORT FOR CHILD BRAIN TUMOUR PATIENTS, THEIR PARENTS / CARERS WHO ARE SUPPORTING THEM. THE PROVISION OF FAMILT GRANTSTO HELP FAMILIES AT TIME OF TREATMENT AND BEYOND. |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
WE HAVE COINTINUED TO DISTRIBUTE OUR TREASURE BOXES TO MANY CHILDREN AFFECTED BY BRAIN OR SPINAL TUMOURS, EACH TREASURE BOX COSTS ON AVERAGE £500 TO £1000 AND THE ITEMS IN EACH BOX ARE INDIVIDUALLY CHOSEN BY OURSELVES TO SUIT EACH CHILDS NEEDS AND INTERESTS. WE CONTINUE TO PROVIDE QUALITY HOLIDAY ACCOMODATION AND TRAVEL IF NEEDED TOTALLY FREE TO USE BY THE FAMILIES WE HAVE MADE CONTACT WITH. WE PROVISDE A HOLIDAY HOUSE FOR 7 PEOPLE ON THE KENT COAST AND A 6 BITH CARAVAN IN CLACTON ON SEA. WE CONTINUE TO KEEP THESE PROPERTIES TO THE HIGHEST STANDARDS AND CLEANLINESS. THE HOLIDAY HOMES |
| PROVIDE MUCH NEEDED RELAXATION AND RESPITE FOR THE WHOLE FAMILY AND IS A WELL DESERVED BREAK AWAY FROM HOSPITAL LIFE AND CONSTANT VISITS. WE HAVE MANY FAMILY WHO ARE BERIEVED THAT RETURN TO USE THE HOLIDAY HOMES DUE TO THE LOVELY MEMORIES THAT WERE MADE THERE WITH THEIR YOUNG ONES. AT OUR FUNDRAISING EVENTS AND THROUGH SOCIAL MEDIA WE CREATE AS MUCH AWARENESS AS POSSIBLE RELATED TO CHILD BRAIN TUMOURS AND THEIR LASTING EFFECTS. JANE IS NOW A TRAINED BEREIVEMENT COUNSELLOR AND HAS EXCEEDED IN HELPING FAMILIES COME TO TERMS WITH THEIR CHILDS CONDITIONS AND SADLY 95% OF THE TIME BERIEVEMENT ISSUES. |
||
|---|---|---|
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | YES |
Additional information (optional) You may choose to include further statements where relevant about:
| SORP reference | ||
|---|---|---|
| Policy on grant making | Para 1.38 | OUR REFERALL FORMS ARE DISTRIBUTED NATIONWIDE THROUGH THE NHS AND CLIC SARGENT, THROUGH A REFERALL LINK ON OUR WEBSITE AND AT REQUEST FROM THE CHILDS CONSULTANT. EACH REFERALL FORM IS AGREED WITH THE CONSULTANT TO CONFIRM THEIR CURRENT CONDITION. EACH GRANT IS AGREED BY OUR TRUSTEES BEFORE ISSUEING. THE HOLIDAY HOMES ARE FREE TO USE BY ANY FAMILY WE ARE CURRENTLY HELPING OR HAVE HELPED IN THE PAST AND IS AGREED BY OUR TRUSTEES. |
| Policy on social investment including program related investment |
Para 1.38 | N/A |
| Contribution made by volunteers |
Para 1.38 | OUR VOLOUNTEERS ARE GENRALLY FUNDRAISERS WHO PREPARE AND RUN CHARITY FUNDRAISERS FOR THE TRUST ON AN ANNUAL BASIS. |
| Other |
Achievements and Performance
| SORP reference | ||
|---|---|---|
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | WE CONTINUALLY RECEIVE REFERALLS FOR OUR TREASURE BOXES ON A WEEKLY BASIS, ON AVERAGE A TREASURE BOX IS SENT TO A CHILD EVERY WEEK, WE HAVE MAINTAINED AND CARRIED OUT REDECORATION WORKS TO THE HOLIDAY HOMES IN AN EFFORT TO KEEP A HIGH STANDARD OF FACILITIES. THROUGH OUR FUNDRAISING AND SOCIAL MEDIA WE HAVE TRIED TO MAINTAIN A GOOD LEVEL OF BRAIN TUMOUR AWARENESS. |
| Additional information (optional) You may choose to include further statements |
where relevant about: | |
| Achievements against objectives set |
Para 1.41 | ON AVERAGE 1 TREASURE BOX A WEEK IS DELIVERED TO A CHILD AND THE HOLIDAY HOMES HAVE REMAINED IN CONSTANT USE. |
| Performance of fundraising activities against objectives set |
Para 1.41 | DUE TO OUR FANTASTIC FUNDRAISERS WE HAVE MANAGE TO ACHIEVE OUR TARGETS AND MEET OUR NEEDS |
| Investment performance against objectives |
Para 1.41 | |
| Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | VERY LUCKY TO HAVE 3 ANNUAL FUNDRAISERS THAT KEEP THE ANNUAL COSTS COVERED AND A GOOD GROWTH IN JUSTGIVING / EXTERNAL FUNDRAISING FROM FRIENDS AND FAMILIES OF CHILDREN WE HAVE HELPED IN THE PAST. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | WE AIM TO HOLD RESERVE FUNDS TO AID THE FUTURE GROWTH AND SUSTAINABILITY OF THE TRUST. |
| Amount of reserves held | Para 1.22 | £100,000 |
| Reasons for holding zero reserves |
Para 1.22 | N/A |
| Details of fund materially in deficit |
Para 1.24 | N/A |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | N/A |
| Additional information (optional) You may choose to include further statements |
Additional information (optional) You may choose to include further statements |
where relevant about: |
|---|---|---|
| The charity’s principal sources of funds (including any fundraising) |
Para 1.47 | ANNUAL GOLF DAY ANNUAL BALL ANNUAL LARGE FUNDRAISER JUST GIVING EXTERNAL FUNDRAISERS |
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | N/A |
| A description of the principal risks facing the charity |
Para 1.46 | N/A |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
TO PROVIDE TREASURE BOXES, HOLIDAYS, GRANTS. |
|
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | TRUST DEED |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | UNINCORPORATED |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees |
Para 1.25 | TRUSTEE MEETING / VOTE |
Additional information (optional)
You may choose to include further statements where relevant about:
N/A Policies and procedures adopted for the induction and Para 1.51 training of trustees N/A The charity’s organisational structure and any wider Para 1.51 network with which the charity works NONE Relationship with any related Para 1.51 parties Other
Reference and Administrative details
| Charity name | THE INDEE ROSE TRUST |
|---|---|
| Other name the charity uses | N/A |
| Registered charity number | 1132471 |
| Charity’s principal address | 21 GEYLEN ROAD CANVEY ISLAND ESSEX SS8 8JN |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole **year ** |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| R DOPSON | ||||
| J ALLEN | ||||
| A SMITH | ||||
| J MASON | ||||
– Corporate trustees names of the directors at the date the report was approved
Director name
Name of trustees holding title to property belonging to the charity
Trustee name Dates acted if not for whole year
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)
Type of Name Address adviser
Name of chief executive or names of senior staff members (Optional information)
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Other optional information
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
| Signature(s) Full name(s) Position (eg Secretary, Chair, etc) Date |
||
|---|---|---|
| RUSSELL DOPSON | ||
TRUSTEE |
||
| 15.05.24 | ||
| 15.05.24 |
| THE INDEE ROSE TRUST |
THE INDEE ROSE TRUST |
THE INDEE ROSE TRUST |
1132471 | |
|---|---|---|---|---|
| For the period from |
17.07.22 | To | 16.07.23 |
| Section A Receipts and payments | ||||
|---|---|---|---|---|
| A1 Receipts DONATIONS 48,835 FUNDRAISING 88,405 BANK REWARDS 28 REFUNDS 1,532 PAID IN ERROR 62,000 - - - 200,800 - - Sub total - Total receipts 200,800 A3 Payments FUNDRAISING COSTS 33,470 GRANTS - TREASURE BOX TOYS 23,602 PRINT/POSTING/PETROL/INSURANCE 3,054 PROPERTY COSTS 41,260 CHEQUE OUT TO CORECT ERROR 62,000 FINANCIAL CHARGES 1,061 BANK ERROR TO BE RETURNED 2,500 WAGES 7,308 ADVERTISING 43 SOCIAL MEDIA 968 - - Sub total 175,267 - - Sub total - Total payments 175,267 Net of receipts/(payments) 25,534 A5 Transfers between funds - A6 Cash funds last year end - Cash funds this year end 25,534 Unrestricted funds to the nearest £ Sub total(Gross income for AR) A2 Asset and investment sales, (see table). A4 Asset and investment purchases, (see table) |
to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - Restricted funds |
to the nearest £ Endowment funds |
Total funds to the nearest £ 48,835 88,405 28 1,532 62,000 - - - 200,800 - - - 200,800 33,470 - 23,602 3,054 41,260 62,000 1,061 2,500 7,308 43 968 - - 175,267 - - - 175,267 25,534 - - 25,534 |
Last year to the nearest £ |
| - - - - - - - - - |
48,835 | - | ||
| 88,405 | - | |||
| 28 | - | |||
| 1,532 | - | |||
| 62,000 | - | |||
| - | - | |||
| - | - | |||
| - | - | |||
| 200,800 | - | |||
| - - - |
||||
| - | ||||
| - | - | |||
| - | - | |||
| - | 200,800 | - | ||
| - - - - - - - - - - |
33,470 | - | ||
| - | ||||
| 23,602 | ||||
| 3,054 | ||||
| 41,260 | ||||
| 62,000 | - | |||
| 1,061 | - | |||
| 2,500 | - | |||
| 7,308 | - | |||
| 43 | - | |||
| 968 | - | |||
| - | - | |||
| - | - | |||
| 175,267 | - | |||
| - - - |
- | |||
| - | ||||
| - | - | |||
| - | 175,267 | - | ||
| - | - - - - |
25,534 | - | |
| - | - | - | ||
| - | - | - | ||
| - | 25,534 | - |
Section B Statement of assets and liabilities at the end of the period
| Categories B1 Cash funds B2 Other monetary assets B3 Investment assets B5 Liabilities B4 Assets retained for the charity’s own use Signed by one or two trustees on behalf of all the trustees |
Details (CASH) BARCLAYS ACCOUNTS Details Details Details Details Signature Total cash funds (agree balances with receipts and payments account(s)) |
to nearest £ to nearest £ 532,022 - - - - - 532,022 - Agreement Error OK to nearest £ to nearest £ - - - - - - - - - - - - Cost (optional) - - - - - Cost (optional) - - - - - - - - - - - - - - Print Name R DOPSON Unrestricted funds Restricted funds Unrestricted funds Restricted funds Fund to which asset belongs Fund to which asset belongs Fund to which liability relates Amount due (optional) |
to nearest £ Endowment funds |
|---|---|---|---|
| - | |||
| - | |||
| - | |||
| - | |||
| OK | |||
| to nearest £ Endowment funds |
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| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
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| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
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| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| When due (optional) |
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| Date of approval |
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| R DOPSON | 16.05.23 | ||
CHARITY COMMISSION Independent examinerfs report on the FOR ENGLAND AND WALES accounts Section A Independent Examinerfs Rèport R•port to the trustèés The Indee Rose Trust On accounts for the year •nded 16107123 Charity no Ilf any) 1132471 Sot out on pag•8 , 1- 2 I report to the trustees on my examination of the accounts of the above ¢haflty (Ihe Tntst") for year erded I k 01 J23 As the charitys truslees. you are sponSIble for the preparation of the 8ccounls in accordan v4ilh the requirnments ot the Charities Acl 2011 {"the AGI.). Ro•pon•lbllftlos and bn•i• of rnwt I report in respect of my examination of the Trusvg accounts canied out undér seclion 145 of the 2011 Ad and in carying out my examination. I have foliowed all the applicabie Diredons given ty the Charrty Commi88iCfÈ under seAllon 149S>lb> of the Act. Independent tThe chity'8 gro88 income exceeded £250.IJ)O and l am qUalifd to exarnlnorf8 •tatsmeni undertake the examination by Ing a qualifth member of [In80rt name of applicabie listed botyll. Delete [ ] rfnot applK8ble. I have completed ry examlnath)n. I confirn that no materlal matters hava come lo ry attention in (xnectIon wlth the examination (other than that disclosed bebw '> which gives me cauaè to belleve that in. any materfal respecL the accounting recuds ere not kept in accordance wlth 8e¢tkJn 130 of the Charities Ad: or the accounts did not accord vlth the accounting re¢))rds; or the accounts dKI not C4)mpty wilh the applicable requirements conceming the form and content of accounts set out in th8 Charities {Accounts and Reports) Regulations 2008 other than any requirement that the ac¢cnIS give a Irue and fail view which is not a motter considwed as part of an independent examinatn. I have no co[emS and have o)me across no other matters in connection with the examination to ¥thh attentton should be drawn in this rewrt in order to enabl8 a {per understanding of the aca)unts to be reached. ' Please delete the in the br8ck&ts rflhey do not appty. Slgnod: Dato: me: R•lovant profemional qualificatiorf$) or body IER Oct 2018
Irf any): Address: Section B Disclosure Only complete if the examiner needs to highlight material matters of conGem (see CC32. Independent examin*ion of tharity ac£ounts". d1CtionS and guidance for examiners). Give hare brief details of ony items thatth? 6xaminèr wlshes to dl8c1080. IER Oct 2018