CHARITY COMMISSION FOR ENGIAND AND WALES Trustees, Annual Report for the period From 17.07.23 Perlod end dats Period stsrt date To 16.07.24 Charlty name: THE INDEE ROSE TRUST Charity registratlon numb8r: 1132471 Objectives and Activities SORP reference Para 1.17 Summary of the purposes of the charity as set out in its governing document TO PRESERVE AND PROTECT THE HEALTH OF BRAIN TUMOUR PATIENTS BY PROVIDING AND ASSISITING IN THE PROVISION OF FACILITIES, SUPPORT SERVICES AND EQUIPMENT NOT NORMALLY PROVIDED BY THE STATUTORY AUTHORITIES, TO ADVANCE THE EDUCATION OF THE PUBLIC IN CHILDHOOD CANCER. PARTICUL4RLY 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 FOR CHILD BRAIN TUMOUR PATIENTS, THEIR PARENTS AND CARERS WHO ARE SUPPORTING THEM. THE PROVISION OF FAMILY GRANTS TO HELP FAMILIES AT TIME OF TREATMENT AND BEYOND. WE HAVE CONTNUED TO DISTRIBUTE OUR TREASURE BOXES TO MANY CHILDREN AFFECTED BY BRAIN OR SPINAL TUMOURS, EACH TREASURE BOX COSTS ON AVEFNGECIRCA £500 AND THE ITEMS IN EACH BOXARE INDIVIDUALLY CHOSEN BY OURSELVES TO SUIT EACH CHILDS NEEDS AND INTERESTS. WE MAY ISSUE £500 FAMILY GRANTS TO HELP FAMILIES IMTH MANY COSTS THAT CAN BE GENERATED THROUGH THESE MOST TELLING TIMES WHILST THEIR CHILDREN ARE GOING THROUGH TREATMENT, THIS MAY HELP IMTH TRAVEKL COSTS, PARKING, FOOD COSTS, BABT ITEMS AND IN SOME INSTANCES TOWARDS FUNERAL COSTS. WE CONTINUE TO PROVIDE QUALITY 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. Pora 1.17 and 1.19
HOLIDAY ACCOMODATION THAT IS TOTALLY FREE TO USE TO THE FAMILIES VIE HAVE HAD CONTACT V*llTH. v PROVSDE A HOLIDAY HOUSE THAT SLEEPS 7 PEOPLE ON THE KENT COAST AND A 6 BIRTH CARAVAN IN CLACTON ON SEA. THESE HOLIDAY HOMES ARE IN CONSTANT USE AND ARE AVAILABLE 365 DAYS A YEAR. THE HOLIDAY HOMES PROVIDE MUCH NEEDED RELAXATION FOR THE vloLE FAMILY AND IS A VVELL DESERVED BREAK AFTER MONTHS OF HOSPITALISATION AND THE HOMES ARE USED BY FAMILIES AER BERIEVEMENT, THROUGH OUR FUNDRAISING AND SOCIAL MEDIA SITES WE HAVE CREATED AS MUCH AWARENESS AS POSSIBLE RELATED TO CHILD BRAIN TUMOURS AND THEIR LASTING EFFECTS. THROUGH ONE TO ONE COUNCILLING JANE HAS EXCEEDED IN HELPING FAMILIES TO COME TO TERMS IMTH THEIR CHILDS CONDITIONS AND SADLY ORE OFTEN THAN NOT HELPING THEM DEAL WITH BERIEVEMENT ISSUES. YES THEY HAVE. Statement confirming whether the trustees have had regard to the guidance Issued by the Charity Commisslon on public benefit Pjra 1.18 Addltlonal infonnatlon {OpOnal) You ma choose to include further statements where relevant about: SORP referBn¢e OUR REFERALL FORMS ARE DISTRIBUTED NATIONVVIDE THROUGH THE NHS AND CLIC SARGEANT. ALSO THROUGH A REFERALL LINK ON OUR WEBSITE. EACH REFERALL FORM IS SIGNED OF BY THE CHILDS CONSULTANT WHO ALSO CONFIRMS THEIR CONDITION. P•rg 1.38 Po5icy on grant making EACH GRA IS AGREED BY OUR TRUSTEES BEFORE ISSUING. EACH HOLIDAY IS FREE TO USE BY ANY FAMILY WE HAVE HELPED IN THE PAST WHO HAS RECEIVED ANY OF THE ABOVE HELP FROM US. NA Para 1.38 Policy on social investment includin ro ram related
investment VOLUNTEERS HELP US V¥lTH FUND RAISING ACTIVITIES, ORGANISING EVENTS AND PARTICIPATING IN LARGE ORGANISED EVENTS. Contribution made by volunteers Para 1.38 Other Achievements and Performance SORP ratsronca *VE SEEM TO BE CONSTANTLY RECEIVING REFERALL FORMS FOR OUR TREASURE BOXES THAT ARE POSTED OUT ALL ACROSS THE UK AND IRELAND.IMTH OVER 50 TREASURE BOXES BEEN SENT OUT THIS YEAR. WE HAVE MAINTAINED A HIGH STANDARD OF HOLIDAY ACCOMODATION AND THEIR FACILITIES, REDECORATION AND IMPROVEMENTS TO THE HOMES, WE HAVE MAINTAINED A GOOD LEVEL OF LOCAL AND UK COVERAGE OF BRAIN TUMOUR AWARENESS. Summary ofthe main achlevements of the charity. identifying the difference the charity's work has made to the circumstances of its beneficiaries and any wlder benefrts to soclety as a whole. Para 1.20 Additlonal Infomiatlon (optional) You ma choose to include further statements where relevant about.. NA Achievements against objectives set Para 1.41 WE ARE VERY PLEASED WITH ThIS YEARS FUNDRAISING AND HAVE COVERED ALL THE TRUSTS COSTS FOR THE YEAR Perfomiance of fundraising activities against objectives set Para 1.41 NA Investment performance against objectives Para 1.41
Other
Financial Review Review of the charity's financial position at the end of the eriod Statement explaining the policy for holding reserves stating why they are held Para 1.21 DELIGHTED WITH THE FUNDRAISING MADE THIS YEAR. Para 1.22 IJVE AIM TO HOLD RESERVES OF AT LEAST £100,000 TO FACILITATE THE AMOUNT NEEDED TO COVER A YEARS WORTH OF ACTIVITIES. £400, 000 NIA Amount of reserves held Reasons for holding zero reseNes Details of fund materially in deficit Explanation of any uncertainties about the charity continuing as a going concem Para 1.22 Para 1.22 Para 1.24 NIA Para 1.23 NONE Additlonal Infomiation (optional) You ma choose to include further statements where relevant about.. WE HOLD 3 ANNUAL EVENTS 1. ANNUAL BALL 2. ANNUAL GOLF DAY 3. ANNUAL CHALLENGE 4. INDIVIDUAL FUNDRAISING The charity's principal sources of funds (including any fundraising) Para 1.47 NIA Investment policy and objectives includlng any social investment policy adopted Para 1.48 NIA A description of the principal risks facing the charity Para 1.46 Other
Structure, Governance and Management TO PROVIDE TREASURE BOXES, HOLIDAYS AND GRANTS FOR FAMILIES AFFECTED BY CHILD BRAIN OR SPINAL TUMOURS TRUST DEED Description of charity's trusts: Type of governing document Para 1.25 How is the charity constituted? .OiS1ed i isociation, CIOI 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 UNINCORPORATED PaTa 1.25 TRUST MEETINGS WITH ALL FOUR TRUSTEES Additlonal inforniation loptional) You ma choose to include further ststements where relevant about.. Policies and procedures adopted for the induction and training of trustees P•ro 1.51 The charity's organisational slructure and any wider network with which the charity works Para 1.31 Relationship with any related parties Parn 1.51 Other Reference and Administrative details Cha name Other name the chari Re istered charity number Charity's principal address THE INDEE ROSE TRUST NIA 1132471 21 GEYLEN ROAD CANVEY ISL4ND ESSEX SS8 8JN
Names of the charity trustees who manage the charity Dates a¢tsd rf not for whole Trust•0 namo Office (rf any) Name of pornon (or body) •ntitled toa oint trustee Ifan R DOPSON J ALLEN A SMITH J MASON 10 12 13 14 15 16 17 18 19 20 corp.orate trustees- names of the directors at the date the re Director nam• ortwasa roved Name of trustees holding title to propety belonging to the charty Trustee name Dates acted If not for wholo ear
Funds held as custodian trustees on behalf of others Description of the assets held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charty's objects Details of arrangements for safe custody and segregation of suth assets from the charity's own assets Additional Information {optlonal) Names and addr888e8 of advisern (Optional Inforniation) Type of Nama Addr888 adviser Name of chi8f èxecutlve or nam88 of senior staff mèmbers (Optional infom)ation) Exemptions from disclosuro Reason for non-disc108u of ke ersonnel details Other o tional information
Declarations The trustees declare that they have approved the trustees, report above. Signed on behalf of the charity's Signature{s) Full narne{s) Position (eg Secretary, Chair, etc) RUSSELL DOPSON TRUSTEE Date 14.05.25
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Raport to the trusteesl members of THE INDEE ROSE TRUST On accounts for the year ended 16 JULY 2024 Charity no (if any) 1132471 Set out on pages 1T02 I report to the trustees on my examination of the accounts of the above charity (Ihe Trusv) for the year ended 16.07.24 Responslbllities and As the charity trustees, you are responsible for the preparation of Ihe basis of report accounts in accordan with the Charities Act 2011 ("the Act"). I report in respect of my examination of the Trust's accounts carried out under section 145 of the 2011 Act and in carying out my examination, I have followed all the applicable Directions given by the Charity Commission under sectlon 145(5)(b) of the Act. Independant rfhg charlty's gross income exceeded £250,000 and l am qualified to examiner's statement undertake the examination by being a qualified member of [insert name of applicable listed body]]. Delete [ ] rf not applicable. I have completed my examination. I confinr that no material matters have come to my attention (other than that disclosed below ') in connection with the examination which gives me cause to believe that in, any material respect,: the accounting records were not kept in accordance wrth section 130 of the Act; or the accounts did not accord with the accounting records,. or the accounts did not comply with the applicable requirements Concerning the fonn and content of accounts set out in the Charlties (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 concems and have come across no other matters in connectlon with the examinallon to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached. Please elete s in the brackets rf they do not 8ppIy. Signed: Dato: 14.05.25 Name: IN LAWRENCE Relevant professional quallfication(s) or body (if any): ACMA Address: ASPECT HOUSE, HONEYWOOD ROAD, BASILDION, ESSEX. IER July 2025
Section B Disclosure Only complete rf the examiner needs to highlighl matters of Conrn (see CC32, Independent examination of charity accounts: directions and guidance for examiners). Glvo here details of any items that the examiner wishes to dlsclo8e. IER July 2025