## **Trustees' Annual Report for the period** **From** Period start date Period end date Day Month Year Day Month Year 01 01 2023 **To** 31 01 2023 ## Section A Reference and administration details **Charity name** The Henry Allen Trust **Other names charity is known by Registered charity number (if any)** 1156701 THAT **Charity's principal address** 7 Hexham Gardens Bletchley Milton Keynes **Postcode** MK3 5EY ## **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)**| |---|---|---|---|---| ||Mark Allen|||| ||Dawn Allen|||| ||Emma Dixon|||| ||Tim Cox|||| ||Nicola Case|||| ||Louise Cole|||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| ## **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 ## **Names and addresses of advisers (Optional information)** **Type of adviser Name Address** ## **Name of chief executive or names of senior staff members (Optional information)** ## **Section B Structure, governance, and management** ## **Description of the charity’s trusts** - Type of governing document (eg. trust deed, constitution) - How the charity is constituted (eg. trust, association, company) Constitution CIO Appointed by a Board of Trustee 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. - relationship with any related parties. The board of directors have continued to reiterate The Henry Allen Trusts mission and charity objectives. Directors align with and support these goals. The Henry Allen Trust as a charity continuously thrive to help support children, teens, young adults, and their families battling childhood cancers from birth to 18 years of age nationally. The directors faced increased challenges faced with lack of funding, donors giving and event opportunities. - Team Henry have continued our meaningful collaborations with national / local companies, press, other collaborations with local charities and hospital clinicians to help support and share knowledge. - trustees’ consideration of Trustees continued to meet monthly online and quarterly in person to major risks and the system introduce new strategies in line with the financial sustainability. and procedures to manage them. ## **Section C Objectives and activities** The objects of our CIO are for the benefit of patients of children’s hospital oncology units: - (i) to relieve sickness and to preserve health by providing or assisting in **Summary of the objects of the** the provision of equipment, facilities, recreation, and services ancillary to **charity set out in its** those provided by the doctors, for individuals and groups. **governing document** (ii) to promote and protect their physical and mental health through the provision of financial assistance, support, education, practical advice, and counselling. **TAR** March **2012** 2 **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)** (iii) to relieve the sickness of child oncology patients by offering respite through the provision of short breaks and holidays. (iv) to advance the education of the public relating to life threatening diseases and terminal illness in children including the hope and encouragement that can be found through better understanding, and through survivor’s success stories. Henry’s Legacy, The Henry Allen Trust (THAT) are proud to have been a registered charity for 10 years and this year has continued to be one of the most rewarding yet challenging. The board of directors continue to be very dedicated, along with our Events Committee and THAT Support Committee. Continuing to expand and grow Henry’s Annual Events and sustainability. Following on from 2022, moving into 2023 concentrated on our larger events and help other corporate companies and organisations to help us to increase fundraise with less resources being used and visibility and awareness. The volunteers continue to grow and are extremely active during various parts of the year and at a variety of events. THAT have reached even more children, teens, young adults, and families battling Childhood Cancers in MK, surrounding areas and across the UK. Team Henry have continued to improve the processes within Milton Keynes University Hospital Shared Care Hospital and been involved in making some important decisions improving the care and facilities. Also, within the Thames Valley Cancer region, We continue to raise vital awareness of Childhood Caners with various literature, social media presence and at seminars, conferences, and training sessions. Our vision for Henry’s Home has been continuing to be placed on hold due to the constraints surrounding funds. There is still hope that this will still be something we will be evaluating in the coming years. However, we have found a piece of land and investigations are still ongoing. Dawn Allen, Founder and Director continues to be a voice and a PEADs Representative and now sits on many boards and a chairperson of Milton Keynes Cancer Patient Partnerships well as a lot of CCG’s and MDT’s. Junior Trustees continue to be a voice and make a real difference to Henry’s Legacy. THAT Support continued throughout 2023 with various monthly meetups which enabled the families to talk to each other, get help and support and let the children be children is a safe environment. Team Henry continued to supply care parks, arts and crafts, toy packs and equipment to the following hospitals: MKUH, Stoke Manderville, Addenbrookes, JR, BCH, and UCLH. We also continue to ask the public for donations, monetary and gifts. **TAR** March **2012** 3 Continued our ongoing program of Treats and Wishes to Children, Teens, Young adults, and families all over the UK, these ranged from merlin annual pass, holiday gift cards, family days out, national trust passes, summer pay house and much more. Our Financial grants continued to be a BIG hit with all families and YLVC and other cancer social workers and clinicians. This has now rolled out to most of the oncology wards in the UK. Team Henry also confirmed the introduction of hospital visits and taking in food for families in isolation and treats really helped the children and families. The taxi service for the families to and from treatment centres continued to work very well. THAT vehicle was also working very well and helps us transport the families and our equipment around, alongside packages and gifts. THAT continued to support the SIOPEN Trial for Neuroblastoma. Continued support for YLVC social workers up and down the country with families. Continued health and well-being support with our trained counsellor. The families have truly benefited from this, and our counsellor has worked alongside other health care professionals. Team Henry is still feeling the effects of the pandemic really hits us hard financially, we found innovative ways to work around it and continued to find alternative ways to support post-pandemic. BUT this is still impacting us and our well-being of our families we support. ## **Additional details of objectives and activities (Optional information)** Networking has continued to be a good source for outside help and expertise within the corporate environment. Volunteers – our core volunteers have remained; pleased to say they are growing again and increasing. You **may choose** to include further statements, where relevant, about: Contributions from our well-being counsellors and dedicating time voluntarily. Invested more in grant writing and bid writing. - policy on grant making. - policy programme related investment. - contribution made by volunteers. **TAR** March **2012** 4 ## Section D Achievements and performance ## **Summary of the main achievements of the charity during the year** Our Treats and Wishes / Financial Grant program helping even more children, teens, young adults, and families in the UK. Creating even more awareness about childhood cancers throughout the NHS at various boards and cancer groups. Funding SIOPEN Trial. Our Easter Egg Appeal raised more donations in the history of THAT. Staying true to our aims and objectives during difficult times. Producing innovative ways to fundraise. Out annual family fun day was a great success and was now up to postpandemic fundraising. Team Henry continued to take on various fitness and charity bike rides – which is becoming a huge success. Supporting our families face to face and supporting even more hospitals. Dawn our founder being recognised as a Coronation Champion 2023 for King Charles Coronation and featured on TV and went Buckingham Palace. **TAR** March **2012** 5 **Section E Financial review** Restricted funds are only used in accordance with the subject of use. **Brief statement of the charity’s policy on reserves Details of any funds materially** Not applicable. **in deficit Further financial review details (Optional information)** Fundraising has improved and we all very much enjoyed being able to You **may choose** to include achieve this face to face. additional information, where relevant about: • 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** The Board of Trustees hope, dream, believe 2023/ 2024 will continue to be successful and enable us to support and carry out Henry’s last wish. ## **Section G Declaration** **The trustees declare that they have approved the trustees’ report above.** **Signed on behalf of the charity’s trustees** **Signature(s)** D. ALLEN **Full name(s)** Dawn Allen **Position (eg Secretary, Chair,** Founder and Director **etc) Date** 31.10. 2024 **TAR** March **2012** 6 **CC16a** **Charity Name No (if any) The Henry Allen Trust 1156701 Receipts and payments accounts** **For the period** Period start date Period end date **To from** 01-Jan-23 31/12/2023 ## **Section A Receipts and payments** |**A1 Receipts**|**Unrestricted**
**funds**
**to the nearest £**
**123,113**
**13,213**
**9,928**
**-**
**-**
**-**
**-**
**-**
**146,254**
**-**
**-**
**-**
**146,254**
**30**
**9,253**
**31,562**
**1,254**
**18,432**
**7,434**
**2,289**
**6**
**4,670**
**927**
**-**
**-**
**4,679**
**2,283**
**592**
**147**
**210**
**943**
**675**
**154**
**22**
**1,384**
**4,246**
**341**
**52,626**
**205**
**144,364**
**-**
**-**
**-**
**144,364**
**1,890**
**-**|**Restricted**
**funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
1|**Endowment**
**funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**Total funds**
**to the nearest £**
**123,113**
**13,213**
**9,928**
**-**
**-**
**-**
**-**
**-**
**146,254**
**-**
**-**
**-**
**146,254**
**30**
**9,253**
**31,562**
**1,254**
**18,432**
**7,434**
**2,289**
**6**
**4,670**
**927**
**-**
**-**
**4,679**
**2,283**
**592**
**147**
**210**
**-**
**943**
**675**
**154**
**22**
**1,384**
**4,246**
**341**
**52,626**
**205**
**144,364**
**-**
**-**
**-**
**144,364**
**1,890**|**Total funds**
**to the nearest £**
**123,113**
**13,213**
**9,928**
**-**
**-**
**-**
**-**
**-**
**146,254**
**-**
**-**
**-**
**146,254**
**30**
**9,253**
**31,562**
**1,254**
**18,432**
**7,434**
**2,289**
**6**
**4,670**
**927**
**-**
**-**
**4,679**
**2,283**
**592**
**147**
**210**
**-**
**943**
**675**
**154**
**22**
**1,384**
**4,246**
**341**
**52,626**
**205**
**144,364**
**-**
**-**
**-**
**144,364**
**1,890**|**Last year**
**to the nearest £**| |---|---|---|---|---|---|---| |Donations|**123,113**|||||**91,470**| |Fundraising|**13,213**|||||**8,586**| |Natkonal LotteryGrant|**9,928**|||||**-**| ||**-**|||||**-**| ||**-**|||||**-**| ||**-**|||||**-**| ||**-**|||||**-**| ||**-**|||||**-**| |**_Sub total_**_(Gross income for_
_AR)_|**146,254**|||||**100,056**| |||||||| |**A2 Asset and investment sales,**
**(see table).**||||||| ||**-**|||||| ||**-**
|||||**-**| |~~**_Sub total_**~~|**-**|||||**-**| |**_Total receipts_ **
**A3 Payments**||||||| |||||||**100,056**| |||||||| |Advertising& PR|**30**|||||**3,019**| |FamilySupport|**9,253**|||||| |FundraisingCosts|**31,562**|||||**19,612**| |General Office Expenses|**1,254**|||||**894**| |Grants & Wishes|**18,432**|||||**46,733**| |Hoapital Visits & Carepacckages|**7,434**|||||**-**| |Insurance|**2,289**|||||**2,072**| |Interest Paid|**6**|||||**-**| |InventoryStorage|**4,670**|||||**4,847**| |IT & Software|**927**|||||**515**| |Licences|**-**|||||**20**| |Light,Heat & Power|**-**|||||**4,551**| |Meetings & Networking|**4,679**|||||**3,882**| |Motor Vehicle expenses|**2,283**|||||**4,581**| |Pension costs|**592**|||||**476**| |Postage|**147**|||||**55**| |Professional Fees|**210**|||||| |Repairs & Maintenance||||||**10**| |Staff Training|**943**|||||| |Stationery,Printing& Telephone|**675**|||||**1,582**| |Subscriptions|**154**|||||**1,135**| |Sundryexpendes|**22**|||||**760**| |Travel & Subsistence|**1,384**|||||**2,104**| |Vehicle Lease Payments|**4,246**|||||**2,689**| |Volunteer expenses|**341**|||||**279**| |Wages & Salaries|**52,626**|||||**35,633**| |Wellness & Councelling|**205**|||||| |**_Sub total_ **|**144,364**|||||**135,449**| |||||||| |**A4 Asset and investment**
**purchases, (see table)**||||||| ||**-**|||||| ||**-**|||||| |**_Sub total_ **|**-**|||||**-**| |**_Total payments_ **
**_Net of receipts/(payments)_**
**A5 Transfers between funds**
CCXX R1 accounts (SS)||||||| |||||||**135,449**| |||||||| ||**1,890**|**-**|**-**|**1,890**||**- 35,393**| ||**-**|**-**
1|**-**|**-**||**-**
15/11/2024| |**A6 Cash funds last year end**
**_Cash funds this year end_**|**2,034**|
|**24,384**|
|**-**||**26,418**||**61,811**| |---|---|---|---|---|---|---|---|---|---| ||**3,924**||**24,384**||**-**||**28,308**||**26,418**| CCXX R2 accounts (SS) 15/11/2024 2 |**Section B Statement of assets and liabilities at the end of the period**|**Section B Statement of assets and liabilities at the end of the period**|**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**
**Details**
**Details**
**_Total cash funds_**
(agree balances with receipts and payments
account(s))
**Details**
**Details**
Signature|**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**3,924**
**24,384**
**-**
**-**
**-**
**-**
**3,924**
**24,384**
OK
OK
**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**liability relates**
**Amount due**
**(optional)**
**-**
**-**
**-**
**-**
**-**
Print Name|**Endowment**
**funds**
**to nearest £**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||OK| ||||**Endowment**
**funds**
**to nearest £**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**When due**
**(optional)**| ||||| ||||| ||||| ||||| ||||| ||||| ||||Date of
approval| ||||| ||||| CCXX R3 accounts (SS) 15/11/2024 3 CHARITY COMMISSION FOR ENGLAND AND WALES Inde endent examinerfs report on the accounts Section A Independent Examiner's Report Report to the trusteesl members of The Henry Allen Trust On accounts for the year ended 31st December 2023 Charlty no (rf any) 11￿701 Sot out on pages I retmyt to the trustees ￿ my ex charity {￿ Trusf) fLY the year Responsibillties and As the trustees. are basis of report acc(yJnts in acc￿￿nCe with the minalK)n of the accounts of the above sible for the preparation of the harities Act 2011 ('the Acr). of ts Tnjsys accounts carried out arKI in cwrying (xrt my examination, I Ir￿1￿￿S giv￿ by the Charity Commission I rer*Yt in res￿ of my exami under sectirm 145 of the 2011 A have follow￿ all ts atvlicable urKler sectM)n 145(5Xb) of the A Independent I have comrAeted my examinatio . I confimi that material matters have examinevs statsment C￿le to my attention (other than the examInatiC￿ whrch gNes ma dk￿losed below ') in connection with ause to believe that in. any material the aCC￿nI1￿j r￿dS w oftsAct or the ￿COUnts rfKI rM)t a¢ the accounts did not compl con￿mIng the fomi and c (Accounts atyl ReFrfxts) R that ￿ accounts gNe a consdered as k*rt of an i kepi wi ￿ance with ￿tion 130 wrlh the aGcounting records; or with the aPpI￿able requirements ntent of accounts set out in the Chariti8S ulations 2CMJ8 olher than any r￿uirement and fairf vrew which is not a matter pend￿t eXaminatic￿. I have no concems aTrJ have co with the oxamination to which a order to enatAe a Fwr undersla W￿Inthe acro&s m other matters in connection tion shoukl be drawn in this rewrt in irvJ of the accounts to be reached. ckets rfthey d? apply. Signed.. 23 October 2024 Name". An1P￿Y Channing Relevant professional qualification{s) or body (rf any)- Address: 32 Tenryg)n Drive Newport Pagnell MK16 8PH IER October 2018 Section B Disclosure Oniy ccmplete rf the examiner need Independent examination of charity exatniners). to highlight matters of concern (see CC32. cc￿nts. dI￿1C￿$ and guidance for Give here details of any Items that the examiner wishes to disclose. IER October 2018