## **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**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**When due**
**(optional)**| ||||| ||||| ||||| ||||| ||||| ||||| ||||Date of
approval| |||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 er*ded 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 ch*ity'8 gro88 income exceeded £250.IJ)O and l am qUalif￿d 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 (x￿nectIon 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¢c￿nIS give a Irue and fail view which is not a motter considwed as part of an independent examinat￿n. I have no co[￿emS and have o)me across no other matters in connection with the examination to ¥th￿h 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". d1￿CtionS and guidance for examiners). Give hare brief details of ony items thatth? 6xaminèr wlshes to dl8c1080. IER Oct 2018