THE DREW BARKER-WRIGHT CHARITY TRUSTEES, REPORT AND FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2024
THE DREW BARKER-WRIGHT CHARITY INDEX TO THE FINANCIAL STATEMENTS for the year ended 31 Mareh 2024 Page Legal administrative drtaiis Rtport of the TruJtee5 Report ofthe Indepedent examiner Ststernent orrinancial aclivilies Balate sheet Notos to the accounts 8-10
THE DREW BARKER-WRIGHT CHARITY For the year ended 31 Mareh 2024 REFERENCE AND AJ)MINISTRATIVE INFORMATION Trnste¢5 MrJVWrighi- Tr¢asurer Ms M Barker- Secretary Mr H A D Barker Mr5 G Barker Address of ibe Truslee$ 6 Regent Street Talgarth Brecon Powys LD3 ODB Registered Chartty Number 1176680 Ch4rit#bl¢ Ineorporated Or%anisatiory Number CE012932 IDd¢pend¢nl Examiners W J JaTne5 & Co ishop House 10 Wheat Street Brecon Powys Bankers Lloyds Bank pl¢ 7(k71 che5]de Lond¢)n EC2V 6EN Page I
THE DREW BARKER-WRIGHT CHARITY REPORT OF THE TRU8TEF.S for the year ended 31 March 2024 The Iw5ttts are pleased to prc8ent their sixth rew)rt together with the fifth financlal StsLements for The Drew BaTker- Wright Charity for the year ended 31 March 2024. Th¢ fmattcial Statements have been prepared in aeeordance with the accounting wlicies set out in note I to th¢ ac¢ounts and comply with the ¢harity's constitiOn, the Charities Act 2011 and th¢ Charities (Accounts and Reports) Regulations 2008. STRUCTURI COVERNANCE AND MANAGEMENr The charity is ¢onstify¢ed enlirely of voluntee. Trusiees are appointed when an oifice falls vacant. Governing Document The charity fimctions in line with the Charities Commission guidaTtce. The charity is governed by its constitution dated 16 January 2018. Organi581io The Trnstees who have served during the year and since thc year-end are set out on page l. Objtttives and aetivities lor the public benefjt Th¢ objectivts of the charity are.. . To relieve the needs of suff¢rers of paediatrie thordom4 thcir family and ¢arers. as a result of the same. The relief of sickness and the preseryation of health by the funding ol research inio paediatric chordoma through the provision of grants and the publication of use1 result from such research.. and To advance education of the general public into pacdiatric chordoma. In settiny objeclivcs and planning oui. activities our 'fru51ets have given Cdreful considerarion io the Charity Cominission % public benefil guidance. Under each of our objects, our miin activiiies have included: To relieve the needs of sufferers of p&edS8tric chordomas, tlieir family and carer& as a resull of the same. Maiiitenanc¢ and updating of a websire wilh a full iaiige of intoimation for fnitieS of Wient5 Wjth paediaLTiC chordoma jt. PI'ovi5ioiI ol- a private Facebook group io SUPEkn parents of Sufferers of paediatric ¢hordoDi4 providing einotional support. iii. Information un different asp¢cts (Ifiiving with and heing treated for this rare of cajicer iv. Signposting io uth¢r usefLII organiwions through the i¥¢bsTte and thi'ougli einail1ph1e Coiitsct Iroln those ift¢ffled by paediatric chordom Pro1.dInts y -t5 for thos¢ 8ffKled paediatric eliordonia to help easL the Iinancial buyden associated with rTequenl hospital vi$1tlO$s ol- ability to wolk and barn during Iheir loved one's illness and to belp with travel and acconimodation cosis for tamilies vi. Providing ot Dre s Gift.. a b¥d¥ide package for the newly diagno8cd Lhil(L ofiering ilems to help relieve the Tnonotoft} of ireatsnent, surli as fiLiional literature. The relief of sickness the prervatIOn of bealth by the funding of rese#rch into paediatric chordorna through the provision of grants and the publicatlon of useful result5 from sueh rtsearch. iii. Joining forces *ith Ilie C.hordoma Foundation to faciliiate the eharacterizaiion tsf pa¢diatric chordoma models and d?e testing ol-promising drugs in these models. iv. supportin Chordoma UK iji continued operntion of the UK Chordojna Cohort Page 2
THE DREW BARKER-WRIGHT CHARITY REPORT OF THE TRUSTEE,S (CONTINUED) tor the ye4r ended 31 M¥4reh 2024 To xdvance edut8tion of¢he generdl publk into pAedlatri¢ chordoma. 'Ihi'ou8h awareness raising activities, sucli as natioiial running events ii. 'fhe creaiiou of Drew'g Garden. a community project to highlight and raise awareneks of childhood cancer, specitically paediatric churdoma. iii. L(Kal runniTkLi events promoting the caLise- New Year's Ewe Fun Run vi. Up to dat¢ website and active social media platfarnis io raise aM'8reness. Aehievements and rforMace 2024 a rewarding year for The Drew Baker-wright { DBW) Chwity, with successful rdising of awareness and fundg. It also marked the completion of DBW Charity's ffinal objective, 'Drew's Gift.. The Children's book Drew. Moo and Bunny. Too had its publication day during Chtldhood Cancer Awareness Month, on September 7th 2023. Th¢ written by poet and playwright Owens Sheers in collaboration with charity founders Jonathan Wright and Melanie Barker and illustrdted by award-winning illustrator Helen Stephens, is published by renow¢d children's publishers Walker Baok5. The book will be given a8 Drew's Gift to newly diagnosed children in the UK. It is a stand alone story aimed at children age 6 to 9 years. It also Features a full page OE inforniation about the charity and will be sold worldwide. Owen Sheers is donating 50•/0 of royaities to DBW Charity in perpeIty. In eonjunclion w'ith the release of the bk and the intercst in the charity and story's genesis, the founders took the opportuniiy to r¢fresh the charity website. It was felt that after 6 years it was lime for a natural segue of the family's personal story from the foregroun(L and to move focus to encornpa5s a broader audience whilst maintaining a gentle approach to rnre childhood canccr. All development was provided FOC by Bristol based Impact IT Solutions. The book was chosen to feature in The Children's Bookshow at Warn¥ick Arts Centr¢, where the event was attended by over 500 children. A fully interactive perforniance/woikshop was given by Owen and Helen, and ea¢h ¢hild in attendance was given a copy of Drew, Moo and Bunny. Too. A smaller ev¢nt wa5 a150 planned in Drew's hoTne low Talgarth, where the local libray setvices orgonised a book launch. Its aim, to introduce local thildren to the btx)k and help pr<Mnote its release. To Coincide with the iK)ok rele&8e and CCAM and to raise awaT¢ne5s of we ¢hildhood cancer, a local fund-r&i5ing concert and raffle wa5 organised at Theatr Brycheinio& Bre¢on. The con¢¢rt featured local amateur theatriLal groups and West End perfornieJ3, all of whom kindly donated their time FOC. A Pri Draw was run alongside this event over the month of September. Together the events raised just under £7000. Following the autumn fundraising activiiies, the charity embarked upon its annua] NYE sk Fun Run. This years eyent was a sell out. with 150 ti¢ket$ sold. lis success has made it a much loved community event and a feature on the social calendar. Other events throughout the year, organiscd by individuals who with to Sup& DBW Charity have included, Amsterdam Mardthon, Cosy Cafe Quiz Night - Hay, Santa's Fun Run - Hay and The Bryni¢h Barn Bum's Nigh¢- Brecon. Fundraising for this period has allowed the charity to make another donation of £15,000 to The Chordoma Foundation's Paediatric Programme. This ensur&s that the tharity continues to help fund cutting edge rearCh into new treatm¢nts with a more targeted, holistic approach. We feel it has been another successful year and the charity continues to fulfil its charitable objectives. Page 3
THE DREW iIARKER-WRIGHT CHARITY REPORT OF THE TRUSTEES (cof4TINUED) ror the year ended 31 March 2024 Financial review Tbe I rusleeb UlaTI). r¢vi¢w the financL's. bud<Tets and spend against budget together with flo1¥ analTrsis as part of the eff<ctEv¢ goelan¢t of the eliurity. Our future plans will be financed primarilfv from Ollr roserv¢s plus our resular fuodraising initiatives. As a Board of Trustees. i%e feel it iimportant to Inaintain a level ot rc%LYves which will alloiv us to proTrid¢ lip to 15 grants t(} f8rnilie5 over the coining 5 years and to sustain oui. ¢omTllitmeni to tund research into pediatric chordoma to the tune of £iO.000 over the next 5 )'¢ars. Risk Man&gernettt The Trustees ar¢ awaTe of the need to have stringent intemal financial controls and procedures io help the ¢harity Tntee$ meet their legal duties to Safeguard the charlry's assets. Ai least two people are involved in the hand]ing and recording of money received and collection boxes are sealed and individually nurnbved with their issue and r¢turn being recorded. Trustees have each been given a copy of The Charities cornmissio Guidance titled Internal FAnan¢ial Controls for Charities CC8. Trustees, reyptsnsibilities statement The Trustees are responsible for preparing the Tnjstees, Annual Report and the fmancial statements in a¢cordan¢e with applicable law and United Kingdom Ac¢ounting Standards Iunited Kingdom Generally Accepted Ac¢outLting Practice). The law applicable to charities in England & Wales requires the trust¢es to prepare r]nancial statem¢nts for earh f]nancial year which give a true and fair Yiew of thc slate of affairs of th¢ rharity and ofthe incoming r¢svurr¢& and application of resources of the charity for that period. In preparing th¢5e fmancial statements, the tNStees are required to: sel¢¢t suitable accounting policies and then apply them consistently. observe the methods and princip1¢5 in the Charites SORP 2015 (FRS 102)- rnake judgements and estimates that are rtrdsonable and prndent. state whether 4)plicahle acc4)unting standards have been followed. subjeth to any material departures disclosed and explained in the fJn8n¢ial statements. prepare the financial statements on the goit]g eoneern basis unless it is inappropriate to presume that the charity will continue in operation. The trustees are responsible for keeping proper accounting records that disclose with reasonable accuracy at any time the finan¢ial w)silion of the charity and enable thern to ensure that the financial statements comply with the Charities Act 2011, the Charities (Accounts and Reports) Regulations 2008 and the provisions of the ttust deed. They are also r¢sponsibl¢ for safeguarding the assets of the charity and h¢rt¢e for taking reasonable steps for the ptrvention and detection of fraud and other ityegularities. Approve ythe nJstee5 and signed on their behalf by.. Datc Page 4
THE DREW BARKER-WRIGHT CHARrrY IIYDEPENDENT EXAMINER'S REPORT TO THE TRusfEES OF THE DREW BARKER-WRIGHT CHAIUTY I report to the charity trustres on my ¢xamination of the accounts of thc charity for the year ended 31 March 2024. which are Set out on pag¢$ 6 to 12. Respon5ibililie$ and ba51s of report As the charily's tryst¢¢s you are Tesponsible for the preparation of the accounts a¢¢ordan¢e with the requirements of the Charities Act 2011 ('the Act,). I report in respECt of my examination of ihe charity's nts catTied out under section 145 of the Act and ' carying out tny examination I have followed all the applicable Directions giv by the Charity Commission under se£tion 145(5)(b) of th¢ Act. Independent examiner's statement I have completed my examination. l ¢onfirn] that no material matters have ¢ome to my attention in ¢onne¢tion with the examination giving me cause to Ixlieve that in any rnaterial respect.. accounting r¢¢ords were noi kept in respect of the ¢harity a5 required by seciion 130 of the Act; or the accounts do not a¢¢ord with those records. or the accounts do not comply with the applicabl¢ requtrements concerning the fomi and content of accounts Set out in the Charities {AKounts and Rew)ns) Regulation$ 2008 other thon any requiremenc that the a¢£ounts give a 'true and fair view, which is not a matter conSided ag part of an independent examination. I have TLO concerns and have come across no oth#r matters in eonn¢¢tion with the examination to which attention should bc drawn in this r¢port in order to enable a proper und¢rstanding of the accounts to be reache<L K R Saunders-Jon¢s Bbc. FCA Inst]te of Chartered Arxountants in England and Wales WJJames&Co Chartered Accountants Bishop House 10 Whcat Street Brecon Powys Page 5
THE DREW BARKER-WRIGHT CHARITY STA TEMENT OF FINANCIAL ACTIVITIES {Including in¢orne and expedItre aecount) for the yt4r eAded 31 MarLh 2024 Unrestricted Funds 31 Mar2024 Total 31 MAT 2023 Total Note INCOME Donations l¢ga¢ies 13, 13,583 14,027 TOTAL INCOME 13,583 13583 14,627 EXPENDITURE Costs of nising funds 1,09 1,090 561 Expendilure on charE¢able ael¥viti Grants payable Governance costs 15,000 591 15,OIMI 591 Isooo 717 TOTAL EXPENDITURE 1fi681 10378 NET MOVEMEIYT IN FUNDS {3,1198) (3,098) (1,651) Reconellffiatlo of fund5: Total fund balances brought fvrward at l April 40,466 40,466 42,117 Total fund balances carried forward at 31 March 37J68 37J68 40,466 The notes on pages 8 to 10 torTll part of these accounts Page 6
THE DREW BARKER-WRIGHT CHARITY BALANCF. SHEET as at 31 March 2024 2024 2023 Note CURRENT ASSETS Debtors C&sh at bpnk and in hand 37,936 41,166 37,944 41,174 CREDITORS: Atnounts fa]ling due within one yeaT (576) (708) NET CURRENT ASSETS 37J68 42,117 TOTAL ASSETS LESS CURRENT LIABILITIES 37068 42,117 FUNDS Unrestricted 37J08 42,117 e Board of Trwstee5 on........ .2024 and signed on its behalf by V Wright Trn ce The notes on p8g¢$ 8 to 10 fomi part of these accounts Page 7
THE DREW BARKER-WRIGHT CHARITY NOTES TO THE FINANCIAL STATEMENTS for the end¢d 31 March 2024 ACCOUNTING POLICIES The fJnan¢iai Statements have been prepared in accordance with the Charities (Accoun1$ and Reports) REgulations 2008 and Accounting and R¢porting by Charities.. Staternent of Recommended Practice applicable ro thaTiti¢s preparing their a¢counts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland {FRS 102) {issued in October 2019)- (charities SORP {FRS 1021) a[ the Finoncial Reporting Standard applicabl¢ in the UK and Republic of Ireland (FRS 102). The trust constitute5 a public ben¢fit entity 48 defined by FRS102. Accounting convention The financial statements are prepared under the historical cost convention &5 modified by the revaluation of investments to market vaiue. Jncoming resources All income is recognised in the Statement of Financial Activities when the conditions for receipt have been and there is re&8onable assurance of receipt- Donations and collections Donations, colle¢tions and all voluntary iD¢ome is a¢¢ounted foi gro&8 when received. Expenditure All expenditure is acci)unted for gtY)ss, and when incutTed. Fundraising costs are those incUed in nmning events to raise funds and in s¢¢king donations. Th¢y do not tnclude the costs of disseminating inforniation in support of th¢ charitable activities. Direci Costs are all(Kat¢d (Trn an actua] b&sis tsi th¢ tIviti¢S. Gvvernanee costs include the costs that relate to meeiing the consiiLulitsnti and statutory requlrements and inclLLded within the support ¢0Sts. Funds Unrestticted fund5 can be used in accordance with the charitable objects at the discretion of the'lrnstees. DONATIOIYS AND LEGACIES 2024 2023 Donations and collections FAsyFundraising.org.uk 13218 365 14J91 236 13,583 14.627 FUNDRAISING COSTS 2024 2023 Advertising Running vests and ¢nty fees Re8lStrdtion f¢¢- Th¢ Small Lotteries R¢gulation$ 2007 Other fundraising costs 214 134 20 722 62 20 474 561 Pa8e 8
THE DREW BARKER-WRIGHT CHARITY OTES TO THE FINANCIAL STATEMENTS for th¢ year ended 31 MAr¢h 2024 GRANfs PA Y ABLE Unrestrlcted Funds 2024 2023 Th¢ Chordoma Foundation I grant {2023..1 grant) 15,00 15.000 15,0 Tolal institutional grants i&ooo 15,01A1 Is,0 Total Grants payabl¢ 15.0(K) 15.OIMI GOVERNANCE COSTS UDrestricted Fund5 2024 2023 Independent ¢xaminalion fee Bank charge5 570 21 570 21 696 21 S91 591 TAXATION The charity is exempt from corpordtion tax on its charitable activilies. DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR 2024 2023 Pr¢payrn¢nts CREDITORS: AMOUNTS FALLING I)UF WITHIN ONE YFAR 2024 2023 Accrn¢d expenses 576 576 Page 9
THE DREW BARKFR-WRIGHT CHARITY NOTES TO THE FINANCIAL ST A TEMENTS for the ye8r ended 31 March 2024 MOVF.MENT IN FUNDS AtIApr 2023 Incorne Expenditure Trxnslers Inl{out) At31 March 2024 Unrestricted funds 40,466 13J83 (IA681) 37J68 40,466 I383 (16,681) 37J68 Prior yeAr eomparntiye At l Aprll 2021 Ineorne Expenditure Trnn5fers Inl{oul} At31 M&reh 2022 Unrestricted funds 42,117 14.627 (16.278) 40,466 14,627 (16.278) 40,466 io. ANALYSIS OF NET ASSETS BETWEEN FUJYDS At 31 March 2024 Current Assets Current Liabilities Total untrICted funds 37,944 {576) 37 J68 37.944 (576) 37a68 At 31 Mareb 2023 Curre1 Assets Crrent LiabilitÉes Totsl Unrestricted funds 41,174 (708) 40,466 41,174 1708) 40A66 REMUNERATION OF TRUSTEES AND CONNECTED PERSONS No rernunerdtion h&$ been paid to Trustees or connected persons during the year. Nothing has been paid lo any Truste£s in respect of expenses reimbursed for expenditure incurred on behalf of The nrcw Barker-wright Charity durng the year. 12. RF.LATF.D PARTY TRANSACTION8 There were no related party transactions that r¢quirc dis¢losur¢ in ihes¢ financial stat¢m¢nts. Page 10