DocuSign Envelope ID: DA04DECA-57E4-4CF1-A3A3-F0195F3B27AD ## **Trustees' Annual Report for the period** Period start date Period end date 01 January 2021 31 December 2021 **From To** ## Section A Reference and administration details **Charity name** The Annabelle Rose Foundation for Spinal Muscular Atrophy **Other names charity is known by Registered charity number (if any)** 1139272 **Charity's principal address** 5 Reeve Road The Annabelle Rose Foundation Stansted Mountfitchet Stansted Essex **Postcode CM24 8SJ** ## **Names of the charity trustees who manage the charity** |1
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20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year **|**Name of person (or body) entitled**
**to appoint trustee (ifany)**| |---|---|---|---|---| ||Wayne Burfitt|Chairman||| ||Charlotte Burfitt|Secretary/Treasurer||| ||Michelle Webster|||| ||GregTaylor|||| ||Natalie Taylor|||| ||Sophie Jackson|||| ||Peter Jackson|||| ||Daniel Webster|||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| ## **Names of the trustees for the charity, if any, (for example, any custodian trustees)** **Name Dates acted if not for whole year** **TAR** March **2012** 1 DocuSign Envelope ID: DA04DECA-57E4-4CF1-A3A3-F0195F3B27AD ## **Names and addresses of advisers (Optional information)** |**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**| |---|---|---| |**Type of adviser**
**Name**
**Address**||| |**Independent examiner**|Michelle Elkins|15 Fernlea Road, Benfleet, SS7 1HG| |||| |||| |||| |**Name of chief executive or names of senior staff members (Optional information)**||| |||| ## **Section B Structure, governance and management** ## **Description of the charity’s trusts** Constitution adopted on 13.03.2010 revised 21.01.2011 Type of governing document - (eg. trust deed, constitution) association How the charity is constituted - (eg. trust, association, company) Appointed/elected by existing trustees Trustee selection methods - (eg. appointed by, elected by) ## **Additional governance issues (Optional information)** You **may choose** to include additional information, where relevant, about: - policies and procedures adopted for the induction and training of trustees; - the charity’s organisational structure and any wider network with which the charity works; All Trustees give their time voluntarily and received no remuneration or other benefits Created a Partnership with Flowfree services, Whom have assisted the charity by continuing to fundraise on our behalf and assist in reaching out to other companies to provide support for our fundraising events and again we have had their employees voluntarily raising funds for the charity by taking part in various sporting events, which serves to prove that we are broadening our exposure, this has proven beneficial for the charity. - relationship with any related parties; - trustees’ consideration of major risks and the system and procedures to manage them. ## **Section C Objectives and activities** Our objectives/aims are to: Provide relief of persons suffering from SPINAL MUSCULAR ATROPHY and related conditions. **Summary of the objects of the** Provide relief in cases of psychological and emotional distress of the **charity set out in its** parents and guardians and other relatives of such persons or of such **governing document** persons who are deceased. Support the promotion of research into the causes and treatment of SPINAL MUSCULAR ATROPHY subject to the publication of the useful results of such research **TAR** March **2012** 2 DocuSign Envelope ID: DA04DECA-57E4-4CF1-A3A3-F0195F3B27AD In carrying out/planning our activities this year the trustees kept in mind the Charity Commission’s guidance on public benefit and reviewed these at our trustee meetings. The focus of our activities continues to be the support of sufferers and their families whom have been affected by Spinal Muscular Atrophy that have approached us regardless of age, gender, background, faith or personal circumstances We have achieved this by providing emotional support to those who suffer or are affected by SMA (Spinal Muscular Atrophy) by providing free, friendly confidential support (at times utilising the first-hand **Summary of the main** experience of our trustees) and advice over the telephone or in person. **activities undertaken for the** Providing equipment for everyday life, learning aids, and recreational **public benefit in relation to** activities benefiting sufferers of SMA by improving their Quality of life, **these objects (include within** furtherance of their education and assisting their adaptation to everyday **this section the statutory** life **declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)** ## **Additional details of objectives and activities (Optional information)** We have experienced a pleasing return to our fundraising revenue, despite the ongoing covid 19 pandemic year to date. A valuable contribution has been made by our volunteers. Without their continued support and commitment not to mention the many hours spent assisting us. At the present time we continue assess our grant requests on a case by case basis. You **may choose** to include further statements, where relevant, about: - policy on grantmaking; - policy programme related investment; - contribution made by volunteers. **TAR** March **2012** 3 DocuSign Envelope ID: DA04DECA-57E4-4CF1-A3A3-F0195F3B27AD ## Section D Achievements and performance **Summary of the main achievements of the charity during the year** We continue to receive requests from SMA sufferers and their families for help and support, with referrals from people whom we’ve helped also proving to be valuable. Despite the heavily reduced number of events we held this year, again our fundraising events have proved to be a viable avenue to generate income, As with previous years A substantial proportion of our funds are generated from an annual Ball (our single most successful event) this is also one of our main avenues in which we raise our profile with support from individuals, companies and even the venue who donated time, services and products for the event, helping to ensure its success. This year we had little growth of individuals taking part in fundraising/sponsorship events e.g. organised runs. And we arranged a charity bike ride from cologne to Harlow, which unfortuneatelu due to the pandemic we had to postpone, we plan to complete this in summer 2022, We also had a Christmas disco planned but again the restrictions around the pandemic forced us to cancel the event. Resulting in refunds and increase expenditure under cost of fundraising events. Virgin money giving service which was a main avenue of income and enabled us to claim gift aid too. Ceased operating which challenged us in finding a suitable alternative provider, we chose Total Money giving as it best aligned with our operations, we will review on a 6 monthly Basi performance going forwards. Our Trading activity (wristbands, car stickers, Hoodies etc) has seen an reduction in revenue this year and will continue to review on a quarterly basis. Clothing orders continue to be placed on an as required basis, to reduce stock holding. We have seen voluntary donations decrease in this past year which again can be attributed to the Pandemic. We remain hopeful for the year ahead. **TAR** March **2012** 4 DocuSign Envelope ID: DA04DECA-57E4-4CF1-A3A3-F0195F3B27AD ## **Section E Financial review** We hold £4611.18 cash in the charity Bank Account all of which is **Brief statement of the** unrestricted Funds. We have met our aim to maintain £3-5,000 at the **charity’s policy on reserves** year end. We aim to maintain at least £3-5,000 at the next year end to enable us to carry out our activities effectively ` **Details of any funds materially in deficit** N/A ## **Further financial review details (Optional information)** You **may choose** to include additional information, where relevant about: - the charity’s principal sources of funds (including any fundraising); All our income is generated through fundraising and donations. With our main source of income generated through our fundraising events. Our Volunteers and trustees do not receive a wage. This has enabled us to keep our running costs down and make more funds available to enable us to work towards and support our objectives. - how expenditure has supported the key objectives of the charity; - investment policy and objectives including any ethical investment policy adopted. ## **Section F Other optional information** In the coming year we hope to embark on more fundraising activities such as individual participation in organised events and we hope to encourage those outside of the charity’s current reach to partake in their own fundraising activities and broaden our presence through social media and promotion, we will review on an ongoing basis particularly as we navigate through the storm of the Pandemic. ## **Section G Declaration** **The trustees declare that they have approved the trustees’ report above.** **Signed on behalf of the charity’s trustees** **Signature(s) Full name(s)**[Wayne Daniel Burfitt ] Charlotte Burfitt **Position (eg Secretary, Chair,** Chairman Secretary **etc) Date** 08/11/2022 **TAR** March **2012** 5 DocuSign Envelope ID: DA04DECA-57E4-4CF1-A3A3-F0195F3B27AD ||**Charity Name**
**The Annabelle Rose Foundation for Spinal Musular Atrop**|**Charity Name**
**The Annabelle Rose Foundation for Spinal Musular Atrop**|**Charity Name**
**The Annabelle Rose Foundation for Spinal Musular Atrop**|**Charity Name**
**The Annabelle Rose Foundation for Spinal Musular Atrop**|**Charity Name**
**The Annabelle Rose Foundation for Spinal Musular Atrop**|**No (if any)**
**1139272**
**h**|**No (if any)**
**1139272**
**h**|**No (if any)**
**1139272**
**h**|**CC16a**| |---|---|---|---|---|---|---|---|---|---| ||**For the period**
**from**||Period start date
1/1/2021||**To**||Period end date
12/31/2021||| ||||||||||| |**Section A Receipts and payments**|||||||||| |**A1 Receipts**|**Unrestricted**
**funds**
**to the nearest**
**£**||**Restricted**
**funds**
**to the nearest £**||**Endowment**
**funds**
**to the nearest £**||**Total funds**
**to the nearest £**||**Last year**
**to the nearest £**| |Voluntaryreciepts and donations|**4,449**||**-**||**-**||**4,449**||| |Donations to FundraisingActivities|**4,099**||**-**||**-**||**4,099**||| |Activities for Generatingfunds(Trading)|**253**||**-**||**-**||**253**||| |Fundraisingevents|**36,743**||**-**||**-**||**36,743**||| ||||**-**||**-**||**-**||**-**| ||**-**||**-**||**-**||**-**||**-**| ||**-**||**-**||**-**||**-**||**-**| |Total income 2020|**-**||**-**||**-**||**-**||**24,723**| |**_Sub total_**_(Gross income for_
_AR)_|**45,544**||**-**||**-**||**45,544**||**24,723**| ||||||||||| |**A2 Asset and investment sales,**
**(see table).**|||||||||| ||**-**||||||||| ||**-**||||||||**-**| |**_Sub total_**|**-**||||||||**-**| |**_Total receipts_**
**A3 Payments**|||||||||| ||||||||||**24,723**| ||||||||||| |costs ofgeneratingvoluntaryreceipts|**983**||||||||| |Fundraisingcosts(tradingactivities)|**735**||||||||| |Cost of charitable activites|**18,614**||||||||| |Governance costs|**859**||||||||| |Cost of fundraisingevents|**20,646**||||||||| ||**-**||||||||**-**| ||**-**||||||||**-**| ||**-**||||||||**-**| |Total Expenditure 2020|**-**||||||||**23,813**| |**_Sub total_ **|**41,838**||||||||**23,813**| ||||||||||| |**A4 Asset and investment**
**purchases, (see table)**|||||||||| ||**-**||||||||| ||**-**||||||||| |**_Sub total_ **|**-**||||||||**-**| |**_Total payments_**
**_Net of receipts/(payments)_**
**A5 Transfers between funds**
**A6 Cash funds last year end**
**_Cash funds this year end_**|||||||||| ||||||||||**23,813**| ||||||||||| ||**3,706**||**-**||**-**||**3,706**||**910**| ||**-**|
|**-**|
|**-**||**-**||**-**| ||**905**||**-**||**-**||**905**||**-**| ||**4,611**||**-**||**-**||**4,611**||**905**| CCXX R1 accounts (SS) 1/26/2023 1 DocuSign Envelope ID: DA04DECA-57E4-4CF1-A3A3-F0195F3B27AD ## **Section B Statement of assets and liabilities at the end of the period** |**Categories**
Signed by one or two trustees on
behalf of all the trustees
**B5 Liabilities**
**B3 Investment assets**
**B2 Other monetary assets**
**B4 Assets retained for the**
**charity’s own use**
**B1 Cash funds**|**Details**
**_Total cash funds_**
(agree balances with receipts and payments
account(s))
bank account balance
**Details**|**Details**
**_Total cash funds_**
(agree balances with receipts and payments
account(s))
bank account balance
**Details**|**Unrestricted**
**funds**
**to nearest £**
**4,611**
**-**
**-**
**4,611**
OK
**Unrestricted**
**funds**
**to nearest £**|**Unrestricted**
**funds**
**to nearest £**
**4,611**
**-**
**-**
**4,611**
OK
**Unrestricted**
**funds**
**to nearest £**|**Restricted**
**funds**
**to nearest £**
**-**
**-**
**-**
**-**
OK
**Restricted**
**funds**
**to nearest £**|**Restricted**
**funds**
**to nearest £**
**-**
**-**
**-**
**-**
OK
**Restricted**
**funds**
**to nearest £**|**Endowment**
**funds**
**to nearest £**| |---|---|---|---|---|---|---|---| ||||||||**-**| ||||||||**-**| ||||||||**-**| ||||||||**-**| ||||||||OK| ||||||||**Endowment**
**funds**
**to nearest £**| ||||**-**||**-**||**-**| ||||**-**||**-**||**-**| ||||**-**||**-**||**-**| ||||**-**||**-**||**-**| ||||**-**||**-**||**-**| ||||**-**||**-**||**-**| ||**Details**||**Fund to which**
**asset belongs**||**Cost (optional)**||**Current value**
**(optional)**| ||||||**-**||**-**| ||||||**-**||**-**| ||||||**-**||**-**| ||||||**-**||**-**| ||||||**-**||**-**| ||**Details**||**Fund to which**
**asset belongs**||**Cost (optional)**||**Current value**
**(optional)**| ||||||**-**||**-**| ||||||**-**||**-**| ||||||**-**||**-**| ||||||**-**||**-**| ||||||**-**||**-**| ||||||**-**||**-**| ||||||**-**||**-**| ||||||**-**||**-**| ||||||**-**||**-**| ||**Details**||**Fund to which**
**liability relates**||**Amount due**
**(optional)**||**When due**
**(optional)**| ||||||**-**||| ||||||**-**||| ||||||**-**||| ||||||**-**||| ||||||**-**||| ||Signature||Print Name
Wayne Burfitt||||| ||||||||Date of
approval| ||||Wayne Burfitt||||26.01.2023| ||||||||| CCXX R2 accounts (SS) 1/26/2023 2 DocuSign Envelope ID: DA04DECA-57E4-4CF1-A3A3-F0195F3B27AD **Independent examiner's report on the accounts** ## **Section A Independent Examiner’s Report** ## **Report to the trustees/** Charity Name **members of** The Annabelle Rose Foundation for spinal Muscular Atrophy **On accounts for the year** 31 December 2021 **Charity no** 1139272 **ended (if any) Set out on pages** 1-7 (remember to include the page numbers of additional sheets) I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended **31 / 12 / 2021** . - **Responsibilities and** As the charity trustees of the Trust, you are responsible for the preparation **basis of report** of the accounts in accordance with the requirements of 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 carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. ## **Independent examiner's statement** I have completed my examination. I confirm 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: - accounting records were not kept in accordance with section 130 of the Act or - the accounts do not accord with the accounting records I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached. * _Please delete the words in the brackets if they do not apply._ **Signed:** **Date:** 26.01.2023 **Name:** Michelle Elkins **Relevant professional qualification(s) or body (if any):** **Address:** `15 Fernlea Road, Benfleet, SS7 1HG` ## **Section B Disclosure** Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners). **October 2018** 1 **IER** DocuSign Envelope ID: DA04DECA-57E4-4CF1-A3A3-F0195F3B27AD **Give here brief details of** N/A - no items to disclose **any items that the examiner wishes to disclose** . **October 2018** 2 **IER**