**- 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
- 1.1 Rationale
- 1.2 Structure 1.3 2020-2021 1.4 2021-2026
2. 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
3. The Osborne Trust
- 3.1 Vision
- 3.2 Mission Statement
- 3.3 Values
- 3.4 What we do
## 4. Background & Achievements to date
- 4.1 Background
- 4.2 Support
- 4.3 Partner Organisations
- 4.4 Profile
5. 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?
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- 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 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
## 9. 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
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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: -
- 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
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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:
- 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
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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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- 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:
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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2. 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.
3. 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.
4. Supporting children’s emotional well-being as they see their parent go through cancer, through mindfulness tools & respite activities.
5. 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:
- North Wales Cancer Centre- Radiotherapy Department
- 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)
- 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, 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**
- 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 the 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 the referrals into us 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. Additional funding will be applied for.
## **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 1 county 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.
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- Look at social media/communications officer to manage and run our social pages, communications and keep the website updated either voluntary of paid.
## **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: -
- 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 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: -
- 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.
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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: -
- 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.
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- 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.
- Number of social media followers and page follows
- 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 & NI we have provided support via a map.
## **7.3- Reportng 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 trails on social media channels/emails.
- CEO/ relevant trustees to report at meetings.
- CEO to provide update at meetings when appropriate.
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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: -
- Safeguarding
- Financial Management
- Reserves Policy
- Volunteer Policy
- Risk Management
- GDPR & Data Protection
- Privacy Policy
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- 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, 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:
- 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 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
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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||
||||||
||||||
||||||
||||||
||||||
||||||
21
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)
22
## **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**
**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:
- 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
23
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:
- policy on grantmaking;
- policy programme related investment;
- contribution made by volunteers.
24
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
25
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
26
## 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);
- how expenditure has supported the key objectives of the charity;
- investment policy and objectives including any ethical investment policy adopted.
**Secton F Other optonal informaton**
27
## **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
28
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|
3
## **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:
- to keep accounting records in accordance with section 130 of the Charities Act; and
- 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
5
## **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||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
March **2012**
**TAR**
1
## **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
- (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.
March **2012**
**TAR**
2
**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**
- 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
**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.
- policy on grantmaking;
- policy programme related investment;
- contribution made by volunteers.
March **2012**
**TAR**
3
## 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
March **2012**
**TAR**
4
## 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.
- 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
March **2012**
**TAR**
5
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||
March **2012**
**TAR**
6