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2025-06-30-accounts

- ANNUAL REPORT 2024 2025

CHARITY NUMBER IN ENGLAND & WALES 1160073

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

JULY 2024-JUNE 2025

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CONTENTS:

  1. Executive Summary

  2. 1.1 Rationale

  3. 1.2 Structure 1.3 2020-2021 1.4 2021-2026

  4. Organisation Details

  5. 2.1 Charity Name

  6. 2.2 Registered Address

  7. 2.3 Correspondence Address

  8. 2.4 Telephone Number

  9. 2.5 Email

  10. 2.6 Website

  11. 2.7 Legal Status 2.8 Objects

  12. The Osborne Trust

  13. 3.1 Vision

  14. 3.2 Mission Statement

  15. 3.3 Values

  16. 3.4 What we do

4. Background & Achievements to date

6. Benefit/Need

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7. Performance/Monitoring

8. Promotion/Marketing

9. The Organisation

10.Fundraising Strategy

11.Trustees Report

12.Charity Information

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1- Executve 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 Ratonale

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: -

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

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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 2024-June 2025

The Osborne Trust is now in its 10th 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 and sales of branded merchandise. Alongside this, fundraising and donations from individuals, community groups and businesses as well as sourcing grants and funding wherever possible. This year we have successfully acquired funding from National Lottery Community Fund in both England and Wales; this will cover a large portion of our CEO’s salary as well as fund our new school holiday programme. Additionally, we secured local funding from Tesco Abergele for our school holiday programme across North Wales families.

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 across the UK & NI are still reaching high numbers. In 2024-2025 we supported 773 children from 384 families. The numbers are slightly down on last year, 51 children and 29 families. This is the first year where number have decreased from year-on-year figures. Yet some areas of the UK & NI have seen a big increases in the number of referrals submitted.

We have seen an increase in referrals from new areas/counties such as Devon, Derbyshire, Northumberland, London & South Wales.

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

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rate of referrals coming in, such as the radiotherapy department at North Wales Cancer Centre. Our founder and manager has strengthened relationships with the chemotherapy suite at the local cancer centre in North Wales due to her treatment over this year.

There are some areas that need revisiting in our next year. We will be focusing on getting out information back out to Scotland as referrals there has decreased dramatically for the past couple of years compared 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 11[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:

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

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Emma Osborne Founder/CEO/Charity Coordinator

2- Organisatonal 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:

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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:

  1. 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.

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  1. 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.

  2. 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.

  3. Supporting children’s emotional well-being as they see their parent go through cancer, through mindfulness tools & respite activities.

  4. 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

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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 Organisatons

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

We have received many referrals from the above organisations. Macmillan teams across the UK & NI remain our biggest referrer, followed closely by breast care nurses across the UK & NI. We have visited a couple of Maggie’s Centres & local cancer services in London prior to the opening of a Maggie’s Centre here in North Wales at the local cancer centre to discover what they offer and if we can add value to what goes on at these centres to the children of cancer patients.

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4.4 Profle

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.

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- 2014-2024

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.

We are launching our school holidays programme in 2024, piloted in North Wales and Greater Manchester areas before rolling out further. Children see more and are more aware of what cancer treatment involves for a parent when they are off school and more respite activities was found to be needed so they could have additional time away from what is going on at home for Mum/Dad.

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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

5.3- 5-year forecast

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6- Beneft/Need

6.1- What is the beneft/need to the public

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

6.2- Who will beneft

The Trust focuses on supporting children and young where: -

6.3- How will they beneft

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: -

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6.4 What similar services/organisatons 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. We have found a couple of other charities fund an activity/day out, but they provide support to children whose parent and or sibling have cancer and are memory making days as opposed to giving the children some respite from what is going on at home.

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: -

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)

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7.2- Measurement of KPI’s

7.3- Reportng of KPI’s

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8- Promoton/Marketng

8.1- How and where we promote our work

See Communications Plan

8.2- Current actvity

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 5,000 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. Tik Tok is not somewhere we have a presence on at the moment and this will be discussed at future meetings as to whether this is needed.

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. We receive a number of emails and calls from the website as we come up on the first page when a google search occurs.

9- The Organisaton

9.1- Board of Trustees

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

Name Positon Appointe Resigned
d
Clare Grifths Chair Trustee 7
th Dec 20		 14 N/A
Anwen Maher Trustee 21
s		 t Nov 2 019 N/A
Helen Daniels Trustee 14
th May		 2021 N/A
Nicky Grayston Trustee 20
th Feb 2		 018 N/A
Jayne Rea Trustee 1
s		 t July 20 21 29/10/24
Sioned Davies Trustee 21
s		 t Nov 2 019 N/A
Angela Evans Treasurer/Trustee 20
th Feb 2		 018 N/A

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Kelly Angus Trustee 1
s		 t Oct 202
1		 29/10/24
Jennifer Bright Trustee 29th Oct 2024
Bella Dures-Varle Trustee 29
th
Oct 2024		 N/A

9.2- Staf

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: -

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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, 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.

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Disclosure of information to independent examiners

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

This report was approved by the board on 11/11/2025 and signed on behalf.

Clare Griffiths Chair of Board of Trustees

12Charity Informaton

Trustees

Name Positon Appointe Appointe Appointe Resigned
d
Clare Grifths Chair Trustee 7
th Dec 20		 14 N/A
Anwen Maher Trustee 21
s		 t Nov 2 019 N/A
Helen Daniels Trustee 14
th May		 2021 N/A
Nicky Grayston Trustee 20
th Feb 2		 018 N/A
Jennifer Bright Trustee 29th Oct
2024		 N/A
Sioned Davies Trustee 21
s		 t Nov 2 019 N/A
Angela Evans Treasurer/Trustee 20
th Feb 2		 018 N/A
Bella Dures-Varle Trustee 29
th
Oct
2024		 N/A

Independent Examiner

Michelle Ellis TJC Accounting

Maes Y Gog Rhyl Denbighshire LL18 4QA

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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 C L GRIFFITHS

Date 11/11/25

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 Trustees' Annual Report for the period
From Period start date T
Period end date
01 JULY 2024 o
30		 JUNE 2025

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Secton A Reference and administraton 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
9
10
11
12
13
14
15
16		 Trustee name Ofce (if any) Dates acted if not for whole year Name of person (or body) enttled to
appoint trustee(if any)
CLARE GRIFFITHS CHAIR
ANWEN MAHER
SIONED DAVIES
ANGELA EVANS
NICOLA
GRAYSTON
HELEN DANIELS
KELLY ANGUS 01/07/24-29/10/24
JAYNE REA 01/07/24-29/10/24
JENNIFER BRIGHT 29/10/24 AND
ONGOING
BELLA DURES-
VARLE		 29/10/24 AND
ONGOING

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17 18 19 20

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

Secton B Structure, governance and management

Description of the charity’s trusts

TRUST DEED Type of governing document

(eg. trust deed, constitution)

How the charity is constituted

TRUST

(eg. trust, association, company)

APPOINTED BY EMMA OSBORNE – RECRUITMENT PROCESS Trustee selection methods

(eg. appointed by, elected by)

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Additional governance issues (Optional information)

PLEASE REFER TO FULL ANNUAL REPORT. You may choose to include additional information, where relevant, about:

Section C Objectives and activities

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

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:

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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 10th 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.

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. Grant funding was secured this year from the following, National Lottery Community Fund for England and Wales, Tesco Stronger Starts programme overseen by Groundworks for Abergele Store.

Additional details of objectives and activities (Optional information)

You may choose to Please refer to the full annual report. include further statements, where relevant, about:

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Section D Achievements and performance

Summary of the main achievements of the charity during the year

Our year started with a celebration ball for reaching 10 years of providing support. Several items for the ball were funded by businesses such as ACT Ltd, LAR Ltd, P & T Drainage.

We have been supported by several local organisations, schools and groups over this past 12 months such as Rhyl & District Guides, Blue Knights Wales, Qioptic St Asaph, Rhyl High School, Co-op local cause, Prestatyn Walking Club, Ladies Fellowship,Curry’s Store Rhyl, St David’s College Llandudno and Rhyl Fire Brigade Recreation Club.

Additionally we have had a lot of support from UK based organisations, schools, clubs and groups such as a Gym in Manchester, KAS Electrical, New Balance,Rowlinsons Solicitors, Southend School for boys, Codford Village Fete, Vastus Fitness, Yorkshire Building Society, Park Retail, Breast Unit in Birmingham, ACT Ltd, Sir Thomas Freemans School, Newbridge Prep School and Pears Foundation.

Fundraising over the past 12 months have included our birthday ball, Emma’s 10 challenges for 10 years, golf football, fun days, running events, walking a mile every day in January, birthday fundraising, ultra marathons, rugby, walking and football

Several parents 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.

Funds have been used effectively to support our core areas of support. These are reducing isolation for children through a local respite

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Section D Achievements and performance

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.

Planning has started on what we will do as a Trust regarding community fundraising in 2025/2026 and we have secured 2 running places at London Marathon from 2026 for 4 years.

Our profile about what we do and who we support has increased significantly amongst both the medical/cancer sector, the public and most notably schools across the UK. This is evident in the number of referrals we get each year. Notable increases of referrals this year compared to last year are from South Wales, Northumberland, Derbyshire, Devon and London. Some numbers have declined in certain areas such especially Scotland and work is ongoing in reaching the services in these areas.

We find once a Macmillan Information Officer, Breast Care Nurse, Cancer Support worker and other staff at cancer centres 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 took place to establish closer working links with the chemotherapy department locally as Emma was having treatment there and reminded the staff of what the Trust offers. Our charity founder and a volunteer went to London to meet with Maggie’s centres down there to see what

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Section D Achievements and performance

was on offer in anticipation of what is to come in North Wales Cancer Centre one and to visit cancer organisations with access to patients who can be referred over to us for their children to access support.

Section E Financial review

We hold a minimum of 6 months in reserves and a maximum Brief statement of the of 12 months. We are currently operating at 10.5 months charity’s policy on figures. reserves

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);

Secton F Other optonal informaton

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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 Chair Date 11/11/25

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THE OSBORNE TRUST Charity Number: 1160073 UNAUDITED ACCOUNTS FOR THE YEAR ENDED 30 JUNE 2025

THE OSBORNE TRUST Charity Number: 1160073

REFERENCE AND ADMINISTRATIVE DETAILS

Registered Charity Number:

1160073

Correspondence Address:

PO Box 349 Rhyl Denbighshire LL18 4FP

Trustees/Committee

C Griffiths (Chairperson) A Evans (Treasurer) H Daniels N Grayson A Maher S Davies K Angus (Resigned 29/10/2024) J Rea (Resigned 29/10/2024) J Bright (Appointed 29/10/2024) B Dures-Varle (Appointed 29/10/2024)

Independent Examiner

M Ellis TJC Bookkeeping Solutions Grange Road Rhyl Denbighshire LL18 4BY

2

THE OSBORNE TRUST Charity Number: 1160073

STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 30 JUNE 2025

A1: INCOMING RESOURCES
Fundraising
Donations
Sales
Restricted Grants Received
Unrestricted Grants Received
A2: ASSET AND INVESTMENT SALES
Total incoming resources
A3: RESOURCES EXPENDED
Fundraising Costs
Supplies (Ozzy)/Supporting Costs
Marketing
Website
Journals/Books
Family Activities
Lockdown Activities/At Home/Shielding
Together Time
Subscription
Office Costs
Insurance
Accountancy
Postage
Staff Costs
Training
Volunteer Expenses
Cost of sales
Legal and Professional
Bank Charges
Total Resources Expended
A4: ASSET AND INVESTMENT PURCHASES		 Restricted
Funds
£
41,000
41,000
817
3,302
1,514
0
518
950
21,305
28,406
1,899
1,899		 Unrestricted
Funds
£
102,245
13,219
1,017
0
116,481
15,582
2,235
294
270
6,676
15,015
722
-223
0
2,195
0
1,573
2,622
30,741
0
612
192
333
81
78,920
1,725
1,725		 Total
Funds
2025
£
102,245
13,219
1,017
41,000
0
157,481
15,582
3,051
294
270
6,676
18,318
2,236
-223
0
2,195
518
1,573
3,572
52,046
0
612
192
333
81
107,326
3,624
3,624		 Total
Funds
2024
£
54,241
29,350
1,269
11,080
0
95,940
10,244
3,639
1,695
270
6,318
16,826
709
1,183
562
3,377
503
1,362
3,515
55,328
0
452
1,275
0
70
107,328
0
0

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THE OSBORNE TRUST Charity Number: 1160073

OPERATING PROFIT / (LOSS) 10,695 35,836 46,531 (11,388)
Transfers between funds
Balances Brought forward 1 July 2024 6,823 95,615 102,438 113,826
Balances Brought forward 30 June 2025 17,518 131,451 148,969 102,438
Restricted Unrestricted Total Funds Total Funds
Funds Funds 2025 2024
£ £ £ £
B1: CASH FUNDS
Current Account 17,518 131,451 148,969 102,438
B2: OTHER MONETARY ASSETS 0 0 0
B3: INVESTMENT ASSETS 0 0 0
Total Current Assets 17,518 131,451 148,969 102,438
B4: ASSETS RETAINED FOR THE Funds to which Current
CHARITIES OWN USE asset belongs Cost Value
Photo Printer Office Equipment 120 20
Ipad Pro Office Equipment 797 167
IMac Office Equipment 1,120 294
Office furniture Furniture & fixtures 143 0
IPAD Office Equipment 619 317
MacBook Pro 14” Office Equipment 1,556 1,556
IMac Pink Office Equipment 2,068 2,068
6,423 4,422
B5: LIABILITIES 0 0 0 0
0 0 0 0

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

Signature: Signature: Print Name CLARE GRIFFITHS Print Name: 02/12/25 Date of approval: Date of approval:

4

THE OSBORNE TRUST Charity Number: 1160073

INDEPENDENT EXAMINER’S REPORT

FOR THE YEAR ENDED 30 JUNE 2025

INDEPENDENT EXAMINER’S REPORT TO THE TRUSTEES OF THE OSBORNE TRUST.

I report on the financial statements of the charity for the year ended 30 June 2025 which are set out on pages 3 to 4.

RESPECTIVE RESPONSIBILITIES OF THE TRUSTEES AND EXAMINER

As the charity trustees of the Trust, you are responsible for the preparation 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.

BASIS OF THE INDEPENDENT EXAMINER’S REPORT

My examination was carried out in accordance with general Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the financial statements presented with those records. It also includes consideration of any unusual items or disclosures in the financial statements and seeking explanations from the trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is given as to whether the financial statements present a ‘true and fair view’ and the report is limited to those matters set out in the statement below.

INDEPENDENT EXAMINER’S STATEMENT

I have completed my examination, and I confirm that no material matters have come to my attention

  1. which gives me reasonable cause to believe that in, any material respect, the requirements:

  2. to keep accounting records in accordance with section 130 of the Charities Act; and

  3. to prepare accounts which accord with the accounting records and comply with the accounting requirements of the Charities Act have not been met; or

2. to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.

……………………………………………………………………..

Michelle Ellis 68 Grange Road Rhyl Denbighshire LL18 4BY

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Trustees' Annual Report for the period

Period start date Period end date 01 JULY 2024 30 JUNE 2025

From

To

Section A Reference and administration details

Charity name THE OSBORNE TRUST Other names charity is known by Registered charity number (if any) 1160093 Charity's principal address 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
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 (ifany)
CLARE GRIFFITHS CHAIR
ANWEN MAHER
SIONED DAVIES
ANGELA EVANS
NICOLA
GRAYSTON
HELEN DANIELS
KELLY ANGUS 01/07/24-29/10/24
JAYNE REA 01/07/24-29/10/24
JENNIFER BRIGHT 29/10/24 AND ONGOING
BELLA DURES-
VARLE		 29/10/24 AND ONGOING

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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

TRUST DEED Type of governing document (eg. trust deed, constitution) TRUST How the charity is constituted (eg. trust, association, company) APPOINTED BY EMMA OSBORNE – RECRUITMENT PROCESS Trustee selection methods

Additional governance issues (Optional information)

PLEASE REFER TO FULL ANNUAL REPORT. You may choose to include additional information, where relevant, about:

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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

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 10th 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.

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. Grant funding was secured this year from the following, National Lottery Community Fund for England and Wales, Tesco Stronger Starts programme overseen by Groundworks for Abergele Store.

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.

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Section D Achievements and performance

Summary of the main achievements of the charity during the year

Our year started with a celebration ball for reaching 10 years of providing support. Several items for the ball were funded by businesses such as ACT Ltd, LAR Ltd, P & T Drainage. We have been supported by several local organisations, schools and groups over this past 12 months such as Rhyl & District Guides, Blue Knights Wales, Qioptic St Asaph, Rhyl High School, Co-op local cause, Prestatyn Walking Club, Ladies Fellowship,Curry’s Store Rhyl, St David’s College Llandudno and Rhyl Fire Brigade Recreation Club. Additionally we have had a lot of support from UK based organisations, schools, clubs and groups such as a Gym in Manchester, KAS Electrical, New Balance,Rowlinsons Solicitors, Southend School for boys, Codford Village Fete, Vastus Fitness, Yorkshire Building Society, Park Retail, Breast Unit in Birmingham, ACT Ltd, Sir Thomas Freemans School, Newbridge Prep School and Pears Foundation. Fundraising over the past 12 months have included our birthday ball, Emma’s 10 challenges for 10 years, golf football, fun days, running events, walking a mile every day in January, birthday fundraising, ultra marathons, rugby, walking and football Several parents 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. 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. Planning has started on what we will do as a Trust regarding community fundraising in 2025/2026 and we have secured 2 running places at London Marathon from 2026 for 4 years. Our profile about what we do and who we support has

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Section D Achievements and performance

increased significantly amongst both the medical/cancer sector, the public and most notably schools across the UK. This is evident in the number of referrals we get each year. Notable increases of referrals this year compared to last year are from South Wales, Northumberland, Derbyshire, Devon and London. Some numbers have declined in certain areas such especially Scotland and work is ongoing in reaching the services in these areas.

We find once a Macmillan Information Officer, Breast Care Nurse, Cancer Support worker and other staff at cancer centres 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 took place to establish closer working links with the chemotherapy department locally as Emma was having treatment there and reminded the staff of what the Trust offers. Our charity founder and a volunteer went to London to meet with Maggie’s centres down there to see what was on offer in anticipation of what is to come in North Wales Cancer Centre one and to visit cancer organisations with access to patients who can be referred over to us for their children to access support.

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)

You may choose to include additional information, where relevant about:

Please refer to the Accounts provided alongside this annual report.

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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,
etc)
Chair
Date
11/11/25		 Signature(s)
Full name(s)
Clare Louise Griffiths
Position (eg Secretary, Chair,
etc)
Chair
Date
11/11/25		 Signature(s)
Full name(s)
Clare Louise Griffiths
Position (eg Secretary, Chair,
etc)
Chair
Date
11/11/25
Chair
11/11/25
11/11/25

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