2022-12-31-accounts - The Annabelle Rose Foundation For Spinal Muscular Atrophy

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DocuSign Envelope ID: B0942F10-7C84-40AF-88E0-E537DC4645B1

Trustees' Annual Report for the period

	Period start date	Period start date			Period end date	Period end date
	01	January	2022		31	December	2022
From				To

Section A Reference and administration details

Charity name The Annabelle Rose Foundation for Spinal Muscular Atrophy

Other names charity is known by

The Annabelle Rose Foundation

Registered charity number (if any) 1139272

Charity's principal address


5 Reeve Road
Stansted Mountfitchet
Stansted Essex
Postcode	CM24 8SJ

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(if any)
	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

DocuSign Envelope ID: B0942F10-7C84-40AF-88E0-E537DC4645B1

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)

How the charity is constituted

association

(eg. trust, association, company)

Appointed/elected by existing trustees Trustee selection methods

(eg. appointed by, elected by)

Additional governance issues (Optional information)

All Trustees give their time voluntarily and received no remuneration or You may choose to include other benefits additional information, where Continued partnership with Flowfree services, Whom have assisted the relevant, about:

Continued partnership with Flowfree services, Whom have assisted the charity by continuing to donate and fundraise on our behalf and assist in reaching out to other companies to provide support for our fundraising events which serves to prove that we are broadening our exposure, this has proven beneficial for the charity.

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;
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

DocuSign Envelope ID: B0942F10-7C84-40AF-88E0-E537DC4645B1

Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)

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 experience of our trustees) and advice over the telephone or in person. Providing equipment for everyday life, learning aids, and recreational activities benefiting sufferers of SMA by improving their Quality of life, furtherance of their education and assisting their adaptation to everyday life

Additional details of objectives and activities (Optional information)

We continued to experience a pleasing return to our fundraising revenue, despite the the remanants of the covid19 pandemic and the the emergence of the cost of living crisis. 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

DocuSign Envelope ID: B0942F10-7C84-40AF-88E0-E537DC4645B1

Section D Achievements and performance

We continue to receive requests from SMA sufferers and their families for Summary of the main help and support, with referrals from people whom we’ve helped also achievements of the charity proving to be valuable. during the year 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 continue to be generated from our 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 unfortunately due to the pandemic we had to postpone again due to participants not being able to commit to take part, we plan to complete this in summer 2024,

Virgin money giving service which was a main avenue of income and enabled us to claim gift aid too. Ceased operating in 2021 which challenged us in finding a suitable alternative provider, we chose Total Money giving as it best aligned with our operations, we continue to review on a 6 monthly Bassi 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 cost of living crisis. We remain hopeful for the year ahead.

TAR

March 2012

DocuSign Envelope ID: B0942F10-7C84-40AF-88E0-E537DC4645B1

Section E Financial review

Brief statement of the

charity’s policy on reserves

We hold £2472 cash in the charity Bank Account all of which is unrestricted Funds. We have a just short of our aim to maintain £3-5,000 at the year end. This is due to awaiting anticipated funds following the charity ball and releasing the expenditure in furtherance of our charitable activities. 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)

All our income is generated through fundraising and donations. You may choose to include With our main source of income generated through our fundraising additional information, where events. Our Volunteers and trustees do not receive a wage. This has relevant about: enabled us to keep our running costs down and make more funds the charity’s principal available to enable us to work towards and support our objectives.

the charity’s principal sources of funds (including any fundraising);
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 continue 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 cost of living crisis.

Section G Declaration

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signature(s) Charlotte Burfitt Full name(s)[Wayne Daniel Burfitt ] Position (eg Secretary, Chair, Chairman Secretary etc) Date 28.11.23

TAR

March 2012

DocuSign Envelope ID: B0942F10-7C84-40AF-88E0-E537DC4645B1

Charity Name		No (if any)
1139272 The Annabelle Rose Foundation for Spinal Musular Atroph
Receipts andpayments accounts			CC16a
For the period from	1/1/2022 Period start date	12/31/2022 Period end date To

Section A Receipts and payments	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	2,733	-	-	2,733	4,449
Donations to FundraisingActivities	3,863	-	-	3,863	4,099
Activities for Generatingfunds(Trading)	111	-	-	111	253
Fundraisingevents	39,205	-	-	39,205	36,743
	-	-	-	-	-
	-	-	-	-	-
	-	-	-	-	-
	-	-	-	-	-
*Sub total*(Gross income for AR)	45,912	-	-	45,912	45,544

A2 Asset and investment sales, (see table).
	-
	-				-
*Sub total*	-				-
*Total receipts* A3 Payments
					45,544

costs ofgeneratingvoluntaryreceipts	1,336	-	-	1,336	983
Fundraisingcosts(tradingactivities)	911	-	-	911	735
Cost of charitable activites	18,513	-	-	18,513	18,614
Governance costs	1,090	-	-	1,090	859
Cost of fundraisingevents	26,201	-	-	26,201	20,646
	-	-	-	-	-
	-	-	-	-	-
	-	-	-	-	-
	-	-	-	-	-
**Sub total **	48,051	-	-	48,051	41,838

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*
					41,838

	- 2,139	-	-	- 2,139	3,706
	-	-	-	-	-
	4,611	-	-	4,611	-
	2,472	-	-	2,472	3,706

CCXX R1 accounts (SS)

1/13/2024

DocuSign Envelope ID: B0942F10-7C84-40AF-88E0-E537DC4645B1

Section B Statement of assets and liabilities at the end of the period

bank account balance Details Details *Total cash funds* (agree balances with receipts and payments account(s))	Unrestricted funds to nearest £ 2,472 - - 2,472 OK Unrestricted 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)
		-	-
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Details	Fund to which asset belongs	Cost (optional)	Current value (optional)
		-	-
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Details	Fund to which liability relates	Amount due (optional)	When due (optional)
		-
		-
		-
		-
		-
Signature	Print Name charlotte burfitt Wayne Burfitt
			Date of approval
			13.01.2024
			13.01.2024

CCXX R2 accounts (SS)

1/13/2024

DocuSign Envelope ID: B0942F10-7C84-40AF-88E0-E537DC4645B1

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 2022 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: 16.01.2024

Name: Michelle Elkins

Relevant professional ICAEW ACA 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

IER

DocuSign Envelope ID: B0942F10-7C84-40AF-88E0-E537DC4645B1

Give here brief details of any items that the examiner wishes to disclose .

n/a

October 2018

IER