CHARITY COMMISSION FOR ENGLAND AND WALES Trustees, Annual Report for the period From 17.07.24 Perlod end dat• Period start date To 16.07.25 Charity name: THE INDEE ROSE TRUST Charfty reglstration number. 1132471 Objectives and Actlvities Summ8ry of the purposes of the charity as set out in its governing document 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 NORMALLY PROVIDED BY 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 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 AVERAGECIRCA £600 AND THE ITEMS IN EACH BOX ARE INDIVIDUALLY CHOSEN BY OURSELVES TO SUIT EACH CHILDS NEEDS AND INTERESTS. WE ISSUE £500 FAMILY GRANTS TO HELP FAMILIES WITH MANY COSTS THAT CAN BE GENERATED ThROUGH THESE MOST TELLING TIMES WHILST THEIR CHILDREN ARE GOING THROUGH TREATMENT, THIS MAY HELP WITH TrAVEKL COSTS. PARKING, FOOD COSTS. BABT ITEMS AND IN SOME INSTANCES TOWARDS FUNERAL COSTS. WE CONTINUE TO PROVIDE QUALITY Summary of th8 main activities in relation to those purposes for the public benefit. in particular, the activities, proiects or seNic8s identified In ts accounts. Porn 1.17 Ind 1.19 HOLIDAY ACCOMODATION THAT IS TOTALLY FREE TO USE TO THE FAMILIES WE HAVE HAD co￿AcT WITH. WE PROVIDE A HOLIDAY HOUSE THAT SLEEPS 7 PEOPLE ON THE KENT COAST AND A 6 BIRTH CARAVAN IN CiACTON ON SEA. THESE HOLIDAY HOMES ARE IN CONSTANT USE AND ARE AVAIL4BLE 365 DAYS A YEAR. ThE HOLIDAY HOMES PROVIDE MUCH NEEDED RELAXATION FOR THE WHOLE FAMILY AND IS A WELL DESERVED BREAK A￿ER MONTHS OF HOSPITALISATION AND THE HOMES ARE USED BY FAMILIES AFfER BERIEVEMENT, WE HAVE NOW PURCHASED A 5 BEDROOM HOLIDAY AND ARE TO REFURBISH THE PROPERTY TO CREATE A WONDERFUL MODERN, BEAUTIFUL FAMILY HOLIDAY FOR THE FAMILIES TO USE FREE OF CHARGE 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 WITH THEIR CHILDS CONDITIONS AND SADLY ORE OFfEN THAN NOT HELPING THEM DEAL WITH BERIEVEMEKf ISSUES. YES THEY HAVE. Statement confiming whether the trustees have had regard to the guidance Issued by the Charity Commission on public benefrt P¥• 1.18 Addttlonal Infomi•llon (optlonal} You ma choose to include further slatements wh8re relevant about OUR REFERALL FORMS ARE DISTRIBUTED NATIONWIDE THROUGH THE NHS AND CLIC SARGEANT. ALSO THROUGH A REFERALL LINK ON OUR w￿BSITE. EACH REFERALL FORM IS SIGNED OF BY THE CHILDS CONSULTANT WHO ALSO CONFIRMS THEIR CONDITION. 1.38 Policy on grant making EACH GRAW 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. 1.38 Pdicy on soci81 investmenl including pmgram related inveslment VOLUNTEERS HELP US WITH FUND RAISING ACTIVITIES. Paa 1.38 Contributton made ty volunteers Achievements and Performanc• WE SEEM TO BE CONSTANTLY RECEIVING REFERALL FORMS FOR OUR TREASURE BOXES THAT ARE POSTED I OUT ALL ACROSS THE UK AND IRELqND. WE HAVE MAINTAINED A HIGH STANDARD OF HOLIDAY ACCOMODATION AND THEIR FACILITIES AND DECORATION ETC. WE HAVE MAINTAINED A GOOD LEVEL OF LOCAL AND UK COVERAGE OF BRAIN TUMOUR AWARENESS. WE HAVE NOW PURCHASED A 5 BEDROOM HOLIDAY HOME TO CREATE A WONDERFUL MODERN HOLIDAY I SHORT TERM RESPITE HOME FOR THE FAMILILIES AND THEIR CHILDREN Summary of the main 8¢hievements of the ¢h8rlty. identifying the drfference charity's work has made to the ¢irGumstances of its beneficiaries and any wider benefits to society as 8 whole. P8r4 1.20 Additlonal Information (optional) You ma choose lo include further ststements wher8 relevant abouL' Achievements against objectives set Para 1.41 WE ARE I￿Ry PLEASED WITH THIS YEARS FUNDRAISING WHICH HAS BEEN DIRECTED MAINLY TOWARDS THE PURCHASE AND REFURBISHMENT COSTS OF THE NEW HIOLIDAY HOME. Perfonnance of fundraising activitres against ot4'ectiV8S set Par8 1.41 NA Investment performan 8gainst objectives P*# 1.41 Other Financial R•vlew Review of the charity's financial position at the erKJ of the per Statement explaining policy for holding reserves stating why they are held Pm1.21 DELIGHTED WITH THE FUNDRAISING MADE THIS YEAR. Pwai w￿ AIM TO HOLD RESERVES OF AT LEAST £200.000 TO FACILITATE TrIE REFURBISHMENT OF THE NEW HOLIDAY HOME. £100, 000 WA Amount of r8s8N8s held Reasons for holding zero reseprfes Details of fuTrJ mat8rl8lly in defidl Explanation of any uncert8lnties about the charity continuing as a golng concem P•ro 1.2Z Para 1.22 Parn124 NIA P*a 123 NONE Addftlonal Infomiatlon (opllonal) You ma ch008e to indude further statements where relevant about: WE HOLD 3 ANNUAL EVENTS 1. ANNUAL BALL 2. ANNUAL GOLF DAY 3. ANNUAL CHALLENGE The charity's principal sources of funds (including any fundraising) Pw• 1.47 NIA Investment policy and objectives including any soclal investment policy adopted P*B 1.46 A descripiion of the principal risk8 facing the charfty Para 146 Other Structure, Govemance and Management Description of ¢harity's trusts: TO PROVIDE TREASURE BOXES, HOLIDAYS AND GRANTS FOR FASMILIES EFFECTED BY CHILD BRAIN OR SPINAL TUMOURS TRUST DEED Type of goveming document I Irust deed, ro al charter How is the charity constituted? (e.g unincorporated associ31ion, CIO Trustee selectSon methcxls including details of any constitutional provisions e.g. election lo posl or name of any person or tody enlitkd to appoint one or more trustees P¥a 1.25 Pata 12S UNINCORPORATED Pwa 125 TRUST MEETINGS WITH ALL FOUR TRUSTEES Addltlonal InfornMtSon (opllonal) You ma ¢hoose to include further statements where relevant abouL' Policies and procedures adopted for the Induction and tr8ining of trustees Pw• 1.51 The charty's organisalional structure and any wider network wilh vthich the charlty work8 Para 1.51 Relationship with any r818t8d partles PJJra 1.61 Oth8r Reference and Administrative detalls Chari name Other name the charil uses istered cha number Charity's principal *Jdress THE INDEE ROSE TRUST NIA 1132471 21 GEYLEN ROAD CANVEY ISLAND ESSEX SS8 8JN Nam￿ of the ¢harity trustses who manago the charity Dat•s acted rf natforT*ho Trustee n•m• Offic• {rf any) Name of pèr8on lor body) antitled nt truste& If R DOPSON J ALLEN A SMITH J MASON 10 12 13 14 15 17 18 19 20 Cor orate truslee8- names of the dlrectors at the date the re Dlr•ctor n•m• Wasa Name of trustees holding tllle to propety belongiThJ to the charity D•t•6 aL*•d If not for t*hol• TN•t•• n•m• Funds held as custodian trustees on behalf of others Description of the assets held in this capacty Name arKI objeds of the ¢harity on whose behalf the assets ar6 held and how this f811s within the custodian charity's obj'ects Details of arrangements for safe custody and segregation of such assets from the Ghafiiy's own assets Addltlonal Infornwtion (optlonal) Name8 and addr•88￿ of advlsws (Ortlonal Inforniation) Typ• of Nam• Addr•s• advls•r Nam• of chl•f •x•cutlv• or nam•s of Sonlor stsff m•mbws (Optional infomiation) Exemptlons from dlsclosuro Reason for noTrdisdosure of ke rsonn81 details Other o tional Infonnatlon Declarations Tho trustees declare that they have approved the tnMteos' rnport above. Slgned on behalf of the ¢harity'$ ITUSte•s Signature(s) Full name(s) Po8ttlon (eg Secrotary, Chair, otc) RUSSELL DOPSON TRUSTEE Dat• 15.05.28 **17th july 2024 > 16th july 2025** **account 2 23125874** ## **account 1 13143457** cashflow account holding account |**opening balance**|**10,173.11**|**opening balance**|**530,400.66**| |---|---|---|---| |**debits**|**73,495.19**|**debits**|**488,709.51**| |**credits**|**66,400.97**|**credits**|**165,633.02**| |**dif**|**(7,094.22)**|**dif**|**-323,076.49**| |**counter credits**|**16,136.49**|**loyalty rewards**|**1.80**| |**loyalty rewards**|**1.20**|**just giving / caf / fundraising**|**105,031.22**| |**donatons**|**40,228.73**|**transfers in**|**58,600.00**| |**paypal giving**|**0.00**|**refund**|**2,000.00**| |**refunds / represented**|**34.55**|**propertry purchase**|**451,916.66**| |**virgin money giving**|**0.00**|**justgiving.com charges**|**561.60**| |**transfers in**|**10,000.00**|**transfers out**|**10,000.00**| |**transfers out**|**34,100.00**|**wages**|**7,308.00**| |**banking charges**|**129.60**|**cheques**|**3,751.11**| |**cash withdrawals**|**0.00**|**holiday rent costs**|**15,050.64**| |**website**|**517.06**|**banking charges**|**121.50**| |**unpaid cheque**|**0.00**||| |**expenses / petrol / phone**|**440.05**||| |**holiday homes costs**|**6,602.76**|**total**|**-323,076.49**| |**insurance**|**634.61**||| |**event costs / merchandise**|**8,804.15**|**opening balance**|**530,400.66**| |**pps / printng postng / ofce**|**1,037.73**||| |**toys / treasure boxes**|**21,229.23**|**closing balance**|**207,324.17**| |**chqs**|**0.00**||| |||**dif**|**-323,076.49**| |**total**|**(7,094.22)**||| |**opening balance**|**10,173.11**|10,173.11|| |||66,400.97|| |**closing balance**|**3,078.89**|(73,495.19)|| |**proft**|**(7,094.22)**||| ## **account 3 13099709** golf day account profit shown in 2 accoount |**opening balance**
**524.33**
**debits**
**24,603.45**
**credits**
**26,435.25**
**dif**
**1,831.80**
**counter credits**
**0.00**
**Transfers in**
**team payments / sponsors**
**15,010.00**
**Transfers out**
**loyalty rewards**
**0.25**
**paid in error**
**0.00**
**transfers in**
**0.00**
**Opening Cash**
**aucton funds**
**11,425.00**
**transfers out**
**24,500.00**
**Receipts**
**bank charges**
**103.45**
**Payments**
**Transfers net**
**total**
**1,831.80**
**Total**
**opening balance**
**524.33**
**closing balance**
**2,356.13**
Closing balance
**dif**
**1,831.80**
Check
**1 account**
**-7,094.22**
**2 account**
**-323,076.49**
**3 account**
**1,831.80**
check
**profit for year**
**-328,338.91**
-328,338.91|Ac 1
Ac 2
Ac 3
10,000.00
58,600.00
0.00
34,100.00
10,000.00
24,500.00
**541,098.10**
in
68,600.00
out
68,600.00
**258,469.24**
0.00
**586,808.15**
**0.00**
**212,759.19**
**212,759.19**
0.00
| |---|---| |DONATIONS|40,228.73||| |---|---|---|---| |FUNDRAISING|131,466.22|donations|56,365.22| |BANK REWARDS|3.25|charitable activities|131,466.22| |REFUNDS|2,034.55|other|2,037.80| |COUNTER CREDITS|16,136.49|transfers|68,600.00| |TRANSFERS IN|68,600.00||| ||258,469.24||258,469.24| ||258,469.24||| |DIFF|0.00|income|189,869.24| |FUNDRAISING COSTS|8,804.15||| |GRANTS|0.00||| |TREASURE BOX TOYS|21,229.23||| |PRINT/POSTING/PETROL/INSURANCE|2,112.39||| |PROPERTY COSTS|466,967.30||check| |CHEQUES|3,751.11||73,495.19| |FINANCIAL CHARGES|354.55||488,709.51| |EXPENSES|6,602.76||24,603.45| |WAGES|7,308.00||| |SUBSCRIPTION COSTS|1,078.66||586,808.15| |SOCIAL MEDIA|0.00||| |TRANSFERS OUT|68,600.00||| ||586,808.15|spending|518,208.15| ||586,808.15||| ||0.00||| CHARITY COMMISSION FOR ENGLAND AND WAIES Independent examlnerfs report on the accounts Section A Independent Examiner's Report Report to the truste members of THE INVEE ROSE TRUST On accounts for th8 year 16 JULY 2025 Charlty no {If any) 1132471 S•t out on pay8 1T02 I report to the trustees on my examination of the 8Q￿Unts of the above charrty {Ihe Trusn for the year ended 1&0725 Responsibilities and As the charlty trustees. you are rOs￿nSible for Ihe prepar8tbn of the bnsls of report accounts in acwd8n￿ with the Charities Art 2011 nhe Acr). I report in respect of my examln81ion of th8 Trusvs accounts Ca￿led out under section 145 of the 2011 Act and in carrying out my examination. I have followed all the applicable Directs'ons given by the Charity Commlsslon under section 145<5Xb) of the Act. Indepèndent trhe chartys gross income exceeded £250,000 and l am qualified to oxamlnerfs statement undertake the examination by being a qualifie(I member of (Insert name of appllcabl8 listed bodyD. Dolat8 ( J rfnol appllc8ble. I have CA)mpleted my examination. I confimi that rK) materfal matters have come to my attentlon (other than that disdosed below ') in connectlon vAth the examinatlon which gives me cause to believe that in. ony material respect.: the a¢¢>)unting records were Tr)t kept In ac￿)rdance with section 130 of the A¢L' or the acwunls did not ac(x)rd with the accounting records; or the accounts did not comply with the applicable requlrements concemir¥J the fomi and content Df accounts set out in the Charities (Ac¢ounls and Reports) Regulations 2008 other than any requlremenl that the accounts give a Inje and fairf view whlch is not a matter consrdered as part of an indep8ndent examination. I have no concems and have ￿rne 8cro8s no other matters in connectlon th the examination to which attention shoukl be drawn in this report in order to enabl8 a Fxoper understanding of the attounts to be reached. ' FYe8se s In the br8cket8 Ilthay do not apply. Signad: 15.05.26 Name: GAVIN LAWRENCE Relevant professlonal qualificatlon{s) or body (If any): ACMA Address: ASPECT HOUSE. HONEYWOOD ROAD, BASILDION. ESSEX. IER July 2025 Section B Disclosure Onty complele rf the examiner needs to hTrghlight matters of wn¢em (see CC32. Independ8nt examination of charity accounts: dir8¢tions and guidance for examiners). Give horo detalls of any Item8 thal tho •xamln•r wlshes to dlsc1080. IER July 2025