2024-06-30-accounts

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

- ANNUAL REPORT 2023 2024

CHARITY NUMBER IN ENGLAND & WALES 1160073

SUPPORTING CHILDREN DURING A PARENT’S CANCER & BEYOND ACROSS THE UK

JULY 2023-JUNE 2024

Executive Summary
1.1 Rationale
1.2 Structure
1.3 2020-2021 1.4 2021-2026
Organisation Details
2.1 Charity Name
2.2 Registered Address
2.3 Correspondence Address
2.4 Telephone Number
2.5 Email
2.6 Website
2.7 Legal Status
2.8 Objects
The Osborne Trust
3.1 Vision
3.2 Mission Statement
3.3 Values
3.4 What we do
Background & Achievements to date
4.1 Background
4.2 Support
4.3 Partner Organisations
4.4 Profile
Our Goals
5.1 2014-2021
5.2 Next 12 months 5.3 5-year forecast

6. Benefit/Need

6.1 What is the benefit/need to the public?
6.2 Who will benefit?
6.3 How will they benefit?
6.4 What similar services/organisations are currently available?

6.5 How we work with other providers.

Performance/Monitoring
7.1 Key performance indicators (KPI’s)
7.2 Measuring KPI’s
7.3 Reporting KPI’s

8. Promotion/Marketing

8.1 How we promote our work 8.2 Current activity 8.3 Website
The Organisation
9.1 Board of Trustees
9.2 Staff
9.3 Volunteers
9.4 Premises
9.5 New equipment & consumables
9.6 Policies & Procedures
9.7 Risk
9.8 Trustees Recruitment/Appointment
10.Fundraising Strategy
10.1 General Funds
10.2 Trading

11.Trustees Report

12.Charity Information

1- Executive Summary

The Osborne Trust (the ‘Charity’) is a registered charity in England and Wales (1160073).

Founded in July 2014 from Rhuddlan in North Wales and operates throughout the UK & Northern Ireland, with majority of its work taking place in England and Wales. The Osborne Trust now has its headquarters in Rhyl in North Wales.

1.1 Rationale

The charity was set up in response to a lack of support for children during a parent’s cancer. The founder has personal experience of being diagnosed with cancer with 2 young children. Her encounter of finding no support for her own children generated her desire to provide other children whose Mum/Dad have cancer with the support she found lacking for her 2.

The Osborne Trust mission statement has now changed since our inception and now encompasses support for children who have seen a parent die from cancer.

Supporting children during a parent’s cancer & beyond

And priority goes to supporting families where: -

a) Children (by children we mean those who are 18 years and younger) living with a parent who has a cancer diagnosis, is having cancer treatment, seen a cancer recurrence, living with incurable cancer and if applicable seen a parent die from this disease.

The Osborne Trust vision is:

Every child who sees a parent go through cancer can access emotional and practical support from the Trust.

1.2 Structure

The Osborne Trust currently has one full time staff member and a strong board of trustees/management committee drawn from various sectors with a wide range of skills and expertise, in addition to a personal experience of cancer. The current staff team consists of a CEO/Charity Manager.

All trustees provide their time in a voluntary capacity.

1.3 July 2023-June 2024

The Osborne Trust is now in its 9th year and is still the only charity focusing solely on supporting children during a parent’s cancer across the whole of the UK & NI. Our core support programme of funding local respite activities and packages we provide are funded entirely by donations, fundraising and some grant funding. All our support services are provided free of charge to families.

The funds raised by The Osborne Trust is generated by charity led fundraising activities, sales of branded merchandise, as well as our Ozzy & friends teddies and accessories. Alongside this, fundraising and donations from individuals, community groups and businesses as well as sourcing grants and funding wherever possible.

Funds have been used effectively to support our core areas of support. These are reducing isolation for children through a local respite activity, providing comfort through our Ozzy the Elephant teddy and equipping children and young people with mindfulness tools such as journals, books, flashcards and colouring to assist their emotional well-being.

Our profile about what we do and who we support has increased significantly amongst both the medical/cancer sector and the public. This is evident in the number of children we have supported this year, 824 children this year from 710 the previous year, an increase of 14%

We have seen an increase in referrals from new areas/counties. We find once a Macmillan Information Officer, Breast Care Nurse, Cancer Support worker and other staff at cancer centers and hospitals find out about us, referrals increase dramatically for a county/area. We have strengthened our close working relationships with others in the areas where we see a high rate of referrals coming in, such as the radiotherapy department at North Wales Cancer Centre. There are some areas that need revisiting in our next year. Referrals have decreased in Merseyside and the contact we have there has left her role, we are working to find it who her replacement is. We will be focusing on getting out information back out to Scotland as referrals there has decreased dramatically this year compared to previous years. Referrals have increased in the counties of Leicestershire, Somerset, West Midlands and Staffordshire to previous years.

The families we have supported are also important ambassadors for us to help promote to the work we do.

1.4 2021-2026

As The Osborne Trust moves into its 10[th] year and beyond, much of our work will be around increasing the number of children and young people we support and tailoring this support to their needs from their feedback. Our work continues to be led by the children and young people we support. Our strategic aims over the next 5 years are as follows:

To continue to support children and young people through our core support programmes.
To offer high school aged children access to peer to peer support through activity-based group exercise and activities.
To ensure cancer patients who are parents to under 18-year-olds receive consistent and accurate advice regarding support on offer for their children.
To ensure families are signposted to FREE support programmes and packages to assist their children during their cancer and not signposted to those where they must pay for any support for their children.
To increase the number of staff to meet the increasing demand and geographical spread of our work.
To create and manage a volunteer structure and corresponding policy.
To develop a support programme for those children who experience a parent living with incurable/terminal cancer and/or die from cancer.

Specific goals for the next 5 years are set out in section 5

Emma Osborne Founder/CEO/Charity Coordinator

2- Organisational Details

2.1 Charity Name

The Osborne Trust

2.2 Registered Address

Po Box 349, Rhyl, Denbighshire, LL18 9HX, Wales

2.3 Correspondence Address

Po Box 349, Rhyl, Denbighshire, LL18 9HX, Wales

2.4 Telephone Number

07712 089273

2.5 Email

the-osborne-trust@outlook.com

2.6 Website

www.theosbornetrust.com

2.7 Legal Status

Registered Charity in England and Wales No: 1160073 HMRC Charities Ref: EW29751

Member of the Fundraising Regulator

2.8 Objects

The Trusts objects, as listed on the Charity Commission are specifically related to the following:

The relief of sickness and need, and the preservation of health for children affected by their parent’s cancer:

a) To provide children and young people aged 16 years and under whose parents have cancer some time out activities during their parent’s cancer treatment by funding these activities.
b) For the provision of activities that will bring comfort to children under 16 years of age whilst their parents have cancer, which will in turn have a beneficial effect on the well-being of the family during this time.
c) To fund the provision of leisure services/activities for children and young people where the parent has cancer, such as plays centre activities, cinema tickets bowing passes etc. to relieve the stress placed upon families during cancer treatment by paying for these to take place.

3- The Osborne Trust

3.1 Vision

To support every child & young person living with a parent undergoing cancer treatment & beyond.

3.2 Mission Statement

Supporting children during a parent’s cancer treatment & beyond.

To achieve this as a charity we aim to reduce children and young people’s isolation, provide mindfulness tools to feel better able to cope and provide emotional support through our core support programmes and packages.

3.3 Values

The work of The Osborne Trust reflects the key principles and values of the Charity, upheld by its Board of Trustee- confidentiality, transparency, equal opportunities for all and the unique circumstances of each person/family supported.

3.4 What we do

Charitable activities are provided through 5 main priorities:

Offering each child referred into our service a support pack made up of items they identify they need such as our Ozzy teddy for comfort, journaling for mindfulness, flashcards for younger children and colouring.
Funding local respite activities to reduce children’s feelings of isolation. Unexpected costs arise after a cancer diagnosis, there is a massive financial impact for most families. We will fund for children and young people to get some ‘time away’ from seeing Mum/Dad at their worst through treatment and go off to ‘enjoy’ a trip to a farm park, watch a movie, go bowling, jump around at a trampoline park or even some food at the local pizza place.

Bringing families together on our Together Time activities to reduce children’s isolation. They may be the only child at school whose parent has cancer, but by bringing families together, we are showing them they are not the only ones.
Supporting children’s emotional well-being as they see their parent go through cancer, through mindfulness tools & respite activities.
Providing a one stop shop for advice and information about a cancer diagnosis for a parent with children on how best to support their child/ren, including links to localised services and signposting to other organisations who can offer help.

4- Background and Achievements to Date

4.1- Background

The Osborne Trust was founded after our founder/CEO was diagnosed with cancer age 36 years with children aged 7 & 4 and finding no support on offer for them.

Emma was diagnosed in 2013 and spent 10 months going through cancer treatment, operation, chemotherapy, and radiotherapy, with many hospitals stays due to infections and complications. Throughout this time Emma’s thoughts were always on how best to support her children. She asked at every appointment was there anything locally or nationally that could support the kids and was met with a brick wall, she found lots of services for herself but nothing specifically focusing on supporting her children through this time.

The family got through it by planning activities around Emma’s treatment. Dad would take the kids off to the cinema, a play centre, a farm park so Emma could have some time to rest, and the kids got out of the house from seeing Emma so poorly form her grueling treatment.

At the same time as Emma’s treatment, an old family friend was diagnosed with cancer with 3 teenage children and was self-employed with very little income coming in. This got Emma thinking about the financial implications a cancer diagnosis has for a family and how getting a day out or going to the cinema could be a luxury that stopped when a parent had cancer due to money worries. From there the first ideas for the Trust was born.

Emma finished her treatment in the February of 2014 and once through this she got to work on looking into setting up a charity to support children during a parent’s cancer. She asked her own children what they would have found

beneficial, one idea was a teddy to cuddle and provide comfort for when Emma was in hospital and Ozzy the Elephant was born.

4.2: The Osborne’s Trusts Volunteers and Supporters

The Trust has established a dedicated team of volunteers through our Trustees, Fundraising/Events volunteers, professional advisors, and ambassadors, without whom our charitable activities could not be carried out. These individuals give up their free time to help us continue our work here at the charity. 126 volunteer hours were recorded during this period.

4.3- Partner Organisations

Strong working relationships have been developed with both hospitals, cancer centres and cancer related charities across the UK namely:

North Wales Cancer Centre
The Christie Hospital
Macmillan Cancer Support Hubs/Officers across the whole of the UK & NI
Team Verrico
Mummy’s Star
Breast Care teams across certain parts of the UK
Specialist Cancer teams/nurses across certain parts of the UK
NHS Hospitals in (certain parts of the UK)
NHS GP Surgeries (in certain parts of the UK)
Teenage and Young People/Parent services
Velindre Cancer Care in Cardiff

We have received many referrals from the above organisations. Macmillan teams across the UK & NI remain our biggest referrer. Back in May we attended a Parenting with Cancer Conference and Emma was able to connect with existing networks and forge new ones, especially with Marie Curie, hospices and palliative services across the North West of England & Yorkshire. A number of zoom sessions has taken place with services to connect and increase our reach amongst organisations working with cancer patients.

4.4 Profile

Growth in our profile and charity awareness has been positive thanks to our social media pages and engagement on these. We have received a major boost

to our profile over the past year thanks to working with the partnership organisations listed above and being a charity of the year for a solicitors firm based in Cheshire.

We help any parent we have supported to raise awareness about the Trust and our work in supporting children. By sharing their story across social media channels and the general media they spread the news of who we are and what we do.

5- Our Goals

5.1- 2014-2023

Such has been the growth of the Trust since we first started, we have needed to reflect upon what has been achieved so we can plan accordingly. It is evident that our core support of the local respite activities and our support packs are working well and require little development bar any new products that come on the market which may be beneficial. We have introduced a Worry Bear for children’s pockets to fill the gap between anxious thoughts whilst away from the parent undergoing treatment,

Our together time, where we bring families together so children and young people can see they aren’t the only ones needs more development as the covid situation has lessened and we can now bring families together again.

Our peer-to-peer support work started in the tail of 2022 and beginning of 2023. Over 30 teens accessed our outdoor activity programme, which included skiing, watersports day, tree top trekking, river assault course, surfing lesson and inflatable fun. This was made possible thanks to funding from the Burbo Bank Extension Community Fund and National Lottery Community Fund in both England and Wales.

Promotion of what we do needs to increase to enable us to reach many more families than we do presently. We have looked at our map of areas to identify where we have failed to reach over this past year and will do a mail shot to these cancer centres and hospitals, as well as ask our networks via social media if they can deliver leaflets to the hospitals for us.

5.2- Next 12 months

To continue to provide our support packages to children of ages 3 and over as resources we have stated they are not suitable for the under 3’s.
To fund up to 3 respite local activities for children during a parent cancer.
Develop a specific programme to support children whose parent is living with an incurable/terminal cancer and/or died from the disease through our beyond support.
To increase the partner organisations we work closely with so we can reach many more families.
Look to secure a large grant for running costs for several years from a national funding programme.
Continue to diversify our income to ensure our long-term sustainability
Create a volunteer structure which details the opportunities we offer and the benefits of volunteering with us.
Maintain existing relationship and build new ones with other charities and cancer organisations, especially hospitals in certain regions where our support is not as high.
School holidays, especially the long summer break puts added pressure on us here at the Trust, with our most referrals typically being in July as the summer break starts and a specific piece of work is being developed to increase our offer and support during these periods. Lottery funding will be applied for to kick start this programme of support.

5.3- 5-year forecast

Be the go-to service that health/cancer practitioners refer the children of their patients to.
Reach over 50% of parents who have been diagnosed with cancer and have children living with them.
Raise 250k in income by 2029.
Employ coordinators in at least 2 counties in England (paid or voluntary capacity).
Hold at least 6 months operational costs in case of any risk or having to wind the charity down.
Appoint a social media/communications officer to manage and run our social pages, communciations and keep the website updated.

6- Benefit/Need

6.1- What is the benefit/need to the public

Reducing isolation and supporting the emotional wellbeing of the children of a parent with cancer

6.2- Who will benefit

The Trust focuses on supporting children and young where: -

Mum or Dad is newly diagnosed with cancer
Mum or Dad is undergoing cancer treatment
Mum or Dad has a secondary/terminal cancer diagnosis, we will support throughout
Mum or Dad loses their life from cancer whilst we have supported them in the past will continue supporting them.

6.3- How will they benefit

The Trust seeks to reduce children and young people’s isolation and

support their emotional and mental wellbeing when Mum or Dad is going through cancer by: -

Funding up to the 3 local respite activities to reduce their isolation
Bring children and young people together with others to reduce their isolation
Relieve some of the financial burdens incurred because of the cancer diagnosis
Advise and support children and young to look after their mental and emotional wellbeing though our support packages
Advise, support, and share knowledge to support a parent with children going through cancer.
Offer peer to peer mentoring support through outdoor based activities.
Refer to relevant organisations which can provide additional support such as counselling for the children and young people.

6.4 What similar services/organisations are currently available?

We haven’t been able to find any other cancer charity that works across the UK and Northern Ireland that the onus is on the kids (and not the cancer patient)

and whose sole focus is on supporting children and young people during a parent’s cancer.

Cancer is being diagnosed more in the under 50’s age groups, where a high number will be parents, whilst lots of other organisations have a leaflet or a section on their

website for these patients, other charities are not able to address or provide specific help or solutions like us, which are: -

The alleviation of isolation for children and young people seeing a parent go through cancer
Funding respite activities and support packs for these families to ease short term hardship.

Some organisations and charities offer children and young people’s open days, but we found this to be a few times a year with the focus still being on the cancer patient as opposed to their children. Additionally, most of these are for those aged 8 and over and seem to meet some of the need for the 8-12 year old’s but not the under 8’s or those going into the teenage years.

6.5- How we work with other providers

Referral systems are in place for other organisations to refer cancer patients who are parents to anyone under 18 to us, which in turn will help those charities to provide next step support via the services we offer.

Please refer to section 4.3 on who we are already working with.

7- Performance Monitoring

7.1- Key Performance Indicators (KPI’s)

Number of support packs posted out to children and young people who meet our specific criteria.
Number of local respite activities funded.
Sufficient funds to meet support packs and activities raised.
Number of children and young people receiving our advice and support.
Amount of significant publicity pieces, articles, and adverts
Number of different healthcare providers/organisations and charities referring families to us.
Number of new charities and organisations worked with.

Number of counties across the UK & NI where we have supported children/families.

7.2- Measurement of KPI’s

Support packs sent out are documented with the evidence and agreed criteria adhered to.
Number of local respite activities documented (including cost), evidence and agreed criteria adhere to
Funds are available and accessible to CEO/Coordinator and treasurer.
Documentation is available and clear/can be explained. Suitable for children and young people to receive and understand.
Requests are responded to within 10 days. Continuity of responder ideally where possible
More referrals from new healthcare providers/organisations. More likes/follows on Facebook, Twitter & Instagram.
More requests for support received.
Named contact on behalf of The Osborne Trust and the children & young people we support.
Data is kept on all areas of the UK we have provided support via a map.

7.3- Reporting of KPI’s

Documentation and CEO/Coordinator reporting to chair and trustees.
Report back to quarterly meetings
CEO/Treasurer’s report to Trustees and CEO updating on fundraising activities
CEO reports to Chair
Evidence trail on social media channels/emails. CEO/ relevant trustees to report at meetings.
CEO to provide update at meetings when appropriate.

8- Promotion/Marketing

8.1- How and where we promote our work

See Communications Plan

8.2- Current activity

A lot of our promotion and advertising is done across our social media channels

(Facebook, Instagram & X) Facebook has been our most successful, with over 4,000 followers and generated a lot of revenue through their fundraising avenues on the page. X (previously twitter) has been beneficial in creating links with NHS Trusts, practitioners, and other cancer services. Doing more on Linked in will be a focus going forward, it’s not something we have maximized at present. Additionally for 24/25 we need to look at having a presence on Tik Tok.

8.3 Website

In 2022/2023 we carried out a complete overhaul of our website so it’s easy for the patient to access support for their kids and for the health practitioners to refer the families they are supporting over. Our new website was launched in June 2022. Additionally, we want to maximize what we have been up to and what we have and are doing in terms of support and fundraising through the site.

9- The Organisation

9.1- Board of Trustees

The following trustees were active during the year ending June 30[th] 2023

Name	Position	Appointed	Resigned
Clare Griffiths	Chair Trustee	7th Dec 20 14	N/A
Anwen Maher	Trustee	21st Nov 2 019	N/A
Helen Daniels	Trustee	14th May 021	N/A
Nicky Grayston	Trustee	20th Feb 2 018	N/A
Jayne Rea	Trustee	1st July 20 21	N/A
Sioned Davies	Trustee	21st Nov 2 019	N/A
Angela Evans	Treasurer/Trustee	20th Feb 2 018	N/A
Kelly Angus	Trustee	1st Oct 202 1	N/A

9.2- Staff

Emma Osborne Founder/CEO/Charity Coordinator

9.3- Volunteers

Due to the nature of The Trust, how we work and the fact we operate all over the UK virtually/remotely, our volunteer offer differs to other organisations.

Volunteering can often be through our fundraising events within the

community as well as admin support and visiting hospitals all over the UK with our posters and leaflets.

9.4- Premises

The Trust currently has no accommodation assets.

9.5- New equipment and consumables

New equipment and consumables to enable the Trust to carry out its work will be purchased as necessary but will always seek to attain value for money.

Consumables to enable the Trust to carry out its work will be purchased as necessary but will always seek to attain value for money.

9.6- Policies and Procedures

The Trust has active polices covering the following: -

Safeguarding
Financial Management
Reserves Policy
Volunteer Policy
Risk Management
GDPR & Data Protection
Privacy Policy
Equality and Diversity
Welsh Language
Trustee Expenses
Trustees Code of Conduct
Health & Safety Policy

9.7- Risk

Please see Risk Management Policy

9.8- Trustees Recruitment/Appointment

Where vacancies arise on the board of trustees, a public advert will be made outlining the role, time and skills required and the nature of what being a trustee means in full, in line with guidance by the Charities Commission.

Officers’ roles of the board are elected at the AGM.

10Fundraising Strategy

10.1 General Funds

The Trust will seek to increase fundraising levels on 2023-2024 and will seek to develop fundraising strategy to provide greater structure and long-term security.

Grants and funding will be applied for as in previous years.

10.2 Trading

The Trust trades on pre purchased, branded goods namely hoodies, pens, wristbands, mugs, coasters, tote bags and cards. Additionally, Ozzy the Elephant teddies (sent for free to children we support) which can be purchased alongside other animal teddies to plough back monies into the trust. These items are traded via our website www.theosbornetrust.com, eBay and on

social media pages. Some branded merchandise is given to fundraising events and fundraisers for free to help raise awareness and funds for The Osborne Trust.

11Trustees Report

Please refer to full report at the end of this document.

Disclosure of information to independent examiners

Each person who was a Trustee at the time this report was approved confirms that:

so far as she is aware, there is no relevant information of which the Charity's independent examiner is unaware; and

she has taken all the steps that she ought to have taken as a Trustee to make herself aware of any relevant information and to establish that the Charity's independent examiner is aware of that information.

This report was approved by the board on 14/8/2024 and signed on its

behalf. Clare Griffiths Chair of Board of Trustees

12Charity Information

Trustees

Name	Position	Appointed	Resigned
Clare Griffiths	Chair Trustee	7th Dec 20 14	N/A
Anwen Maher	Trustee	21st Nov 2 019	N/A
Helen Daniels	Trustee	14th May 021	N/A
Nicky Grayston	Trustee	20th Feb 2 018	N/A
Jayne Rea	Trustee	1st July 20 21	N/A
Sioned Davies	Trustee	21st Nov 2 019	N/A
Angela Evans	Treasurer/Trustee	20th Feb 2 018	N/A
Kelly Angus	Trustee	1st Oct 202 1	N/A

Independent Examiner

Michelle Ellis

TJC Accounting Maes Y Gog Rhyl Denbighshire LL18 4QA

Registered Offices

PO Box 349

Rhyl

Denbighshire LL18 9HX

Registered Charity Number

1160073

13Independents Examiners Report

Please see Unaudited Accounts Report

14Financial Statement

Please see Unaudited Accounts Report

Balance Sheet

Please see Unaudited Accounts Report

Approved Clare Griffiths Signature Date 14/8/2024

	Trustees' Annual Report for the period	Trustees' Annual Report for the period	Trustees' Annual Report for the period	Trustees' Annual Report for the period	Trustees' Annual Report for the period	Trustees' Annual Report for the period	Trustees' Annual Report for the period
	From	Period start date			Period end date
		01	JULY	2023	30	JUNE	2024

Section A	Reference and administration details

Charity name Other names charity is known by Registered charity number (if any) Charity's principal address	THE OSBORNE TRUST	THE OSBORNE TRUST


	1160093
	PO BOX 349
	RHYL
	DENBIGHSHIRE
	Postcode	LL18 9HX

Names of the charity trustees who manage the charity

1 2 3 4 5 6 7 8	Trustee name	Office (if any)	Dates acted if not for whole year	Name of person (or body) entitled to appoint trustee (if any)
	CLARE GRIFFITHS	CHAIR
	ANWEN MAHER
	SIONED DAVIES
	ANGELA EVANS
	NICOLA GRAYSTON
	HELEN DANIELS
	KELLY ANGUS
	JAYNE REA

Names of the trustees for the charity, if any, (for example, any custodian trustees)

Name Dates acted if not for whole year

Names and addresses of advisers (Optional information)

Type of adviser Name Address

Name of chief executive or names of senior staff members (Optional information)

EMMA OSBORNE

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

TRUST DEED TRUST

(eg. trust, association, company)

APPOINTED BY EMMA OSBORNE – RECRUITMENT PROCESS Trustee selection methods

(eg. appointed by, elected by)

Additional governance issues (Optional information)

PLEASE REFER TO FULL ANNUAL REPORT. 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.

trustees’ consideration of
major risks and the system and procedures to manage them.

Section C Objectives and activities

The Trusts objects, as listed on the Charity Commission are specifically related to the following:

The relief of sickness and need, and the preservation of health for children affected by their parent’s cancer:

Summary of the objects of the charity set out in its governing document

d) To provide children and young people aged 16 years and under whose parents have cancer some time out activities during their parent’s cancer treatment by funding these activities.
e) For the provision of activities that will bring comfort to children under 16 years of age whilst their parents have cancer, which will in turn have a beneficial effect on the well-being of the family during this time.
f) To fund the provision of leisure services/activities for children and young people where the parent has cancer, such as plays centre activities, cinema tickets bowing passes etc. to relieve the stress placed upon families

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)

The Osborne Trust is now in its 9th year and is still the only charity focusing solely on supporting children during a parent’s cancer across the whole of the UK & NI. Our core support programme of funding local leisure/respite activities to allow the children some timeout during their parent’s cancer. We provided support packages funded by donations, fundraising and some grant funding. All our support services are provided free of charge to families.

Additional details of objectives and activities (Optional information)

You may choose to include further statements, where relevant, about:

Please refer to the full annual report.

policy on grantmaking.
policy programme related investment.
contribution made by volunteers.

Section D Achievements and performance

Summary of the main achievements of the charity during the year

Fundraising over the past 12 months have included bucket collection at Wrexham Football club where we launched our new mascot Ozzy the Elephant. Additionally included our annual 12 days of Christmas fundraiser, which remains our biggest fundraiser each year, our annual Xmas boogie bingo locally and our annual walk a mile in their shoes every day throughout January. January and February are usually our most difficult time of the year to fundraise in and was a large factor for creating our January month long walk fundraiser. We have received support locally from Rhyl & Districts Guides, Masonic Group and local motorbike club, as well as across the UK from a gym in Manchester and Solicitors firm in Cheshire. A number of parent’s of the children we have supported over the past year have gone on to fundraise for us through pool competitions, entering marathons, doing triathlons and holding coffee mornings.

Planning has started to celebrate our 10[th] year with a Pink Tie Ball at the venue where we launched the charity 10 years ago. This will be our big fundraising event to kick off our 10[th] year in July 2024.

Our profile about what we do and who we support has increased significantly amongst both the medical/cancer sector and the public. This is evident in the number of children we have

Section D Achievements and performance

supported this year, 824 children this year from 710 the previous year , an increase of 14%. Notable increases from Leicestershire, Buckinghamshire and Somerset areas compared to previous years. Some numbers have declined in certain areas such as Lincolnshire, Nottinghamshire, Merseyside and parts of Scotland, work is already underway to establish better networks in these areas to increase our reach.

We find once a Macmillan Information Officer, Breast Care Nurse, Cancer Support worker and other staff at cancer centers and hospitals find out about us, referrals increase dramatically for a county/area. We have strengthened our close working relationships with others in the areas where we see a high rate of referrals coming in, such as the radiotherapy department at North Wales Cancer Centre. Work needs to be done to establish closer working links with the chemotherapy department locally and to contact the people behind building the new Maggie’s Centre to North Wales. Our charity founder and manager attended a Parenting with Cancer course and has established links with Maggie’s centres in London, to increase our support here, also with Marie Curie in Sheffield, where they have already referred a family over to us, Macmillan services in Devon and a hospice in Lancashire to increase our reach in certain postcode areas.

Section E Financial review

Brief statement of the charity’s policy on reserves

We hold a minimum of 6 months in reserves and a maximum of 12 months. We are currently operating at 10.5 months figures.

Details of any funds materially in deficit

Further financial review details (Optional information)

Please refer to the Accounts provided alongside this annual You may choose to include report. 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

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) Clare Louise Griffiths Position (eg Secretary, Chair Chair, etc)

Date 14/08/24

THE OSBORNE TRUST Charity Number: 1160073 UNAUDITED ACCOUNTS FOR THE YEAR ENDED 30 JUNE 2024

THE OSBORNE TRUST Charity Number: 1160073 REFERENCE AND ADMINisfRATIVE DAlLs RegIsted Charlty Number.. IlfiXJ73 Correspondence Address: PO Box 349 Rhyl Denbighshire LL18 4FP Trustees/Committee C Griffiths H Daniels N Grayson A Maher S Davies A Evans JRea K Angus (Chairperson) Independent Examiner M Ellis TIC Bookkeeping Solutions 68 Grange Road Rhyl Denbighshire LL18 48Y

THE OSBORNE TRUST Charity Number: 1160073 STATEMENT OF FINANCIALACTIVITIES FOR THE YEAR ENOED 30 JUNE 2024 Total Funds 2024 Total Funds 2023 Restricted Funds Unrestricted Funds AI.. INCOMING RESOURCES Fundraising Donations Sales Restrirted Grants Received Unrestricted Grants Recebved A2.. ASSET AND INVESTMENT SALES 54.241 29,350 1.269 54,241 29,350 1,269 Ii,LBO 26,835 47,463 1,669 27,324 11.08 Total Incomln8 resources ii, 9S,940 103,291 A3.. RESOURCES EXPENDED Fundraising Costs Supplies IOzzyl/Supporting Costs Marketing Website lournalslBooks Family Activities Lockdown ArtivitieslAt Home/Shielding Together Time Trust Goes Outdoor5 10,244 2,871 1,695 270 4.(fj5 14,499 10,244 3,639 1.695 270 6,318 16,826 709 1,183 3,995 3,723 2,181 2,674 4,807 13,598 879 1,127 102 2,233 2,327 1,183 Subscription Offite Costs Insurance 562 562 209 3,377 503 1,362 2,015 46.161 3,377 503 1,923 419 Accountanty Postage Staff Costs Training Trustee Expenses Cost of sales Legal and Professional 1,362 3,515 55,328 1,935 3,655 43,517 9.167 452 452 75 1,275 1,275 1,548 Bank Charges 70 107.328 93 87.225 Total Resources Expended 17.178 A4.. AsSAND INVESTMENT PURCHASES

THE OSBORNE TRUST Charity Number: 1160073

OPERATING PROFIT/ (LOSS)	(6,098)	(5,290)	(11,388)	16,066
Transfers between funds
Balances Brought forward 1 July 2023	12,921	100,905	113,826	97,760
Balances Brought forward 30 June 2024	6,823	95,615	102,438	113,826
	Restricted	Unrestricted	Total Funds	Total Funds
	Funds	Funds	2024	2023
	£	£	£	£
Bl: CASH FUNDS
Current Account	6,823	95,615	102,438	113,826
82: OTHER MONETARY ASSETS		0	0	0
83: INVESTMENT ASSETS		0	0	0
Total Current Assets	6,823	95,615	102,438	113,826
		Funds to
84: ASSETS RETAINED FOR THE		which asset		Current
CHARITIES OWN USE		belongs	Cost	Value
Photo Printer		Ofice Equipment	120	25
lpad Pro		Ofice Equipment	797	209
IMac		Ofice Equipment	1,120	367
		Furniture &
Office furniture		fixtures	143	29
IPAD		Ofice Equipment	619	396
			2,799	1,026
BS: LIABILITIES	0	0	0	0
	0	0	0	0

Signed by one (or two) trustees on behalf of all the trustees.

C L Griffiths Print Name --------Print Name: --------Date of approval: 23/9/24____ _ Date of approval: ______ _ .,.. ,..,.1.��-{_�""": t�::/J:-f<r, --=-�S-::ignature:----------

THE OSBORNE TRUST Charity Number: 1160073 UNAUDITED ACCOUNTS FOR THE YEAR ENDED 30 JUNE 2024

THE OSBORNE TRUST Charity Number: 1160073

OPERATING PROFIT/ (LOSS)	(6,098)	(5,290)	(11,388)	16,066
Transfers between funds
Balances Brought forward 1 July 2023	12,921	100,905	113,826	97,760
Balances Brought forward 30 June 2024	6,823	95,615	102,438	113,826
	Restricted	Unrestricted	Total Funds	Total Funds
	Funds	Funds	2024	2023
	£	£	£	£
Bl: CASH FUNDS
Current Account	6,823	95,615	102,438	113,826
82: OTHER MONETARY ASSETS		0	0	0
83: INVESTMENT ASSETS		0	0	0
Total Current Assets	6,823	95,615	102,438	113,826
		Funds to
84: ASSETS RETAINED FOR THE		which asset		Current
CHARITIES OWN USE		belongs	Cost	Value
Photo Printer		Ofice Equipment	120	25
lpad Pro		Ofice Equipment	797	209
IMac		Ofice Equipment	1,120	367
		Furniture &
Office furniture		fixtures	143	29
IPAD		Ofice Equipment	619	396
			2,799	1,026
BS: LIABILITIES	0	0	0	0
	0	0	0	0

Signed by one (or two) trustees on behalf of all the trustees.

C L Griffiths Print Name --------Print Name: --------Date of approval: 23/9/24____ _ Date of approval: ______ _ .,.. ,..,.1.��-{_�""": t�::/J:-f<r, --=-�S-::ignature:----------

SUPPORTING CHILDREN DURING A PARENT’S CANCER & BEYOND ACROSS THE UK

JULY 2023-JUNE 2024

CONTENTS:

6. Benefit/Need

8. Promotion/Marketing

11.Trustees Report

12.Charity Information

1- Executive Summary

1.1 Rationale

Supporting children during a parent’s cancer & beyond

Every child who sees a parent go through cancer can access emotional and practical support from the Trust.

1.2 Structure

1.3 July 2023-June 2024

1.4 2021-2026

Emma Osborne Founder/CEO/Charity Coordinator

2- Organisational Details

2.1 Charity Name

2.2 Registered Address

2.3 Correspondence Address

2.4 Telephone Number

2.5 Email

2.6 Website

2.7 Legal Status

2.8 Objects

3- The Osborne Trust

3.1 Vision

3.2 Mission Statement

3.3 Values

3.4 What we do

4- Background and Achievements to Date

4.1- Background

4.2: The Osborne’s Trusts Volunteers and Supporters

4.3- Partner Organisations

4.4 Profile

5- Our Goals

5.1- 2014-2023

5.2- Next 12 months

5.3- 5-year forecast

6- Benefit/Need

6.1- What is the benefit/need to the public

6.2- Who will benefit

6.3- How will they benefit

6.4 What similar services/organisations are currently available?

6.5- How we work with other providers

7- Performance Monitoring

7.1- Key Performance Indicators (KPI’s)

7.2- Measurement of KPI’s

7.3- Reporting of KPI’s

8- Promotion/Marketing

8.1- How and where we promote our work

8.2- Current activity

8.3 Website

9- The Organisation

9.1- Board of Trustees

9.2- Staff

9.3- Volunteers

9.4- Premises

9.5- New equipment and consumables

9.6- Policies and Procedures

9.7- Risk

9.8- Trustees Recruitment/Appointment

Officers’ roles of the board are elected at the AGM.

10Fundraising Strategy

10.1 General Funds

10.2 Trading

11Trustees Report

Disclosure of information to independent examiners

12Charity Information

Trustees

Independent Examiner

Registered Offices

Registered Charity Number

13Independents Examiners Report

14Financial Statement

Balance Sheet

Names of the charity trustees who manage the charity

Names and addresses of advisers (Optional information)

Name of chief executive or names of senior staff members (Optional information)

Section B Structure, governance and management