ANNUAL REPORTS AND FINANCIAL STATEMENTS FOR THE YEAR ENDED 30TH NOVEMBER 2023
THE ROSE THOMPSON
FOUNDATION
(Charitable Incorporated Organisation)
CHARITY REGISTRATION No: 1182806
Castle View Accounting Ltd Ground Floor Offices
53 High Street Arundel West Sussex BN18 9AJ
THE ROSE THOMPSON FOUNDATION
(Charitable Incorporated Organisation)
CONTENTS
| Page 3 | Legal and Administrative Information |
|---|---|
| Pages 4 to 6 | Trustees' Report |
| Page 7 | Statement of Financial Activities |
| Page 8 | Balance Sheet |
| Pages 9 to 15 | Notes to the Financial Statements |
| Page 16 | Independent Examiner's Report |
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THE ROSE THOMPSON FOUNDATION
(Charitable Incorporated Organisation)
LEGAL AND ADMINISTRATIVE INFORMATION
CHARITY NUMBER 1182806 PREVIOUS NAME BME Cancer Communities DATE OF REGISTRATION 4th April 2019 START OF FINANCIAL YEAR 1st December 2022 END OF FINANCIAL YEAR 30th November 2023 TRUSTEES AT 30TH NOVEMBER 2023 Lindsay Thompson Sharon Stevens Jackie Brown Vivian Oliver Elaine Israel-Samuels Rupert Aikman LEGAL STATUS Charitable Incorporated Organisation GOVERNING INSTRUMENT CIO - Foundation Registered 4th April 2019, As Amended 12th October 2022, As Amended 5th December 2023.
OBJECTS
To preserve and protect the health of people in particular but not exclusively from Black and Minority Ethnic (BME) and lowincome communities living with or affected by cancer by providing and assisting in the provision of: a ) Culturally sensitive and appropriate practical advice, information, advocacy and support services b ) Services directed to improving participation in BME cancer research and detection initiatives c ) Diversity training to improve the culture sensitivity and services delivery of statutory bodies.
CORRESPONDENCE ADDRESS B'Me Against Cancer Christopher Cargill House 21-23 Pelham Road Nottingham NG5 1AP PRIMARY BANKERS Unity Trust Bank Plc Four Brindleyplace Birmingham B1 2JB INDEPENDENT EXAMINERS Castle View Accounting Ltd Ground Floor Offices 53 High Street Arundel West Sussex BN18 9AJ
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THE ROSE THOMPSON FOUNDATION
(Charitable Incorporated Organisation)
TRUSTEES' REPORT FOR THE YEAR ENDED 30TH NOVEMBER 2023
BACKGROUND
Our object is to preserve and protect the health of people in particular, (but not exclusively) from the global majority and lowincome communities living with or affected by cancer, by providing and assisting in the delivery of culturally appropriate and adequate:
-
Holistic care to provide the patient with one of the best opportunities to enhance survival, containment, or recovery;
-
Support for carers of those affected by cancer, and;
• Community engagement and involvement services aimed to improve participation in cancer research and detection initiatives.
SIGNIFICANT EVENTS
The Passing of our Co-Founder and Chief Executive Dr Rose Thompson
Our co-founder Dr Rose Thompson (14 August 1956 - 14 June 2023) was a Cancer Information Specialist Adviser and one of the UK's first qualified Black radiotherapy radiographers.
Rose devoted her life to combating the deep-seated disparities in cancer care, both in her professional capacity and personal life. Her professional journey, her wealth of knowledge, and her personal battle with cancer, which ultimately led to her passing, underscore the urgent need for a transformative approach to cancer care, notwithstanding the relentless efforts of dedicated healthcare professionals.
The profound influence of Rose’s 40-year-long campaign against cancer disparities will serve as a legacy and the cornerstone of the charity she established. Rose firmly believed that to genuinely comprehend the experiences of marginalised communities affected by cancer, one must first walk a mile in their shoes. This belief was the guiding principle that shaped her life and her service to the cancer community. It is this legacy of proactive empathy that we are called upon to continue.
OTHER INCOME
As a result of the commissioned community engagement, involvement activities, and donations, the income of the Charity increased from £10,185 in the previous year to £62,443 (+613%).
MAIN ACTIVITIES AND ACHIEVEMENTS
No new or significant initiatives or projects started during the period covered by this report. We therefore focused on:
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Completing the Infopool project workshops;
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The collaborative work with UCL Clinical Trials Centre on clinical research participation by African Caribbeans, and;
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The financial drive to establish a Cancer Resource Centre.
COMPLETION OF THE INFOPOOL PROJECT
We completed our collaborative work with Prostate Cancer Research on the Infopool project. This innovative online resource for those affected by prostate cancer is available at www.theinfopool;co.uk.
CLINICAL TRIAL PARTICIPATION PROJECT
This project proceeded to its final phase during the period covered by this report.
The work involved:
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Conducting a rapid appraisal of the existing evidence on clinical trial participation in Black and Minority Ethnic communities;
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Examining the views of Black African and Black Caribbean people on clinical trial participation;
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Exploring interpretations and meanings attached to the term clinical trial among Black Africans and Black Caribbeans, and;
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Making recommendations on practical initiatives relevant to increasing participation and identifying barriers to participation in clinical trials.
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THE ROSE THOMPSON FOUNDATION
(Charitable Incorporated Organisation)
TRUSTEES' REPORT (Continued) FOR THE YEAR ENDED 30TH NOVEMBER 2023
A report will be completed in December 2023, and the final phase will include awareness-raising events based on the findings, and related materials produced in the coming months.
LOOKING AHEAD
The Cancer Resource Centre
We are committed to establishing a state-of-the-art cancer resource centre. The Centre will provide culturally appropriate and holistic care involving:
A Support Group Network (SGN) for Patients and Carers
• We are currently focused on capacity-building our Cancer Support Group Network to provide and facilitate holistic care for patients and carers.
Cancer Information Specialists and Cancer Support Advocates
• Cancer Information Specialists and Allied Health professionals will provide culturally appropriate cancer information and support relating to treatment options, side effects, clinical trials, and well-being activities.
• SGN members will be supported with a Wellness Recovery Action Plan (WRAP) tailored to the cancer treatment pathway of the patient and the elements of care which the participant (patient or carer) considers to be meaningful.
Our task in the coming year is to maintain the momentum and build the needed capacity to deliver on our objective.
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THE ROSE THOMPSON FOUNDATION
(Charitable Incorporated Organisation)
STATEMENT OF FINANCIAL ACTIVITIES
FOR THE YEAR ENDED 30TH NOVEMBER 2023
| Notes INCOMING RESOURCES Incoming Resources from Generated Funds Donations, Grants & Legacies 3a Charitable Activities 3b Investment Income 3c Activities for Generating Funds 3d Other Incoming Resources 3e TOTAL INCOMING RESOURCES RESOURCES EXPENDED Costs of Generating Funds Cost of Charitable Activities 4a Governance Costs 4b TOTAL RESOURCES EXPENDED NET INCOMING (OUTGOING) RESOURCES Funds Brought Forward TOTAL FUNDS CARRIED FORWARD |
Unrestricted Restricted TOTAL TOTAL Funds Funds 2023/22 2022/01 £ £ £ £ 59,293 - 59,293 5,206 - 3,150 3,150 2,801 - - - - - - - 1,124 - - - 1,055 59,293 3,150 62,443 10,185 53,768 770 54,538 10,461 8,373 - 8,373 2,083 62,141 770 62,911 12,544 (2,848) 2,380 (468) (2,359) (424) - (424) 1,935 (3,272) 2,380 (892) (424) |
|---|---|
Movements on all reserves and all recognised gains and losses are shown above. All of the organisation's operations are classed as continuing.
The notes on pages 9 to 15 form part of these financial statements.
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THE ROSE THOMPSON FOUNDATION BALANCE SHEET ASAT NOVEMBER 2023 T#tsi To JfyP4rw.2J JfyNpvll22 InYtDtrnen Totsi Flx•dA•MI• C•th It llndin Hv 2TO NETCUAIIEWT ASleTS P2rn 10021 14241 NET A88ET8 72) P,2T2) 2J•O 424 ?.l.1.0¥1.. 2024.......................................................................... Li Q Trto rN(£o
THE ROSE THOMPSON FOUNDATION
(Charitable Incorporated Organisation)
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 30TH NOVEMBER 2023
1. ACCOUNTING POLICIES
Basis of Preparation & Assessment of Going Concern
Basis of Preparation
The financial statements have been prepared under the historical cost convention with items recognised at cost or transaction value unless otherwise stated in the relevant note(s) to these accounts. The financial statements have been prepared in accordance with the Statement of Recommended Practice: Accounting and Reporting by Charities (SORP 2015) (Second Edition, effective 1 January 2019), the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS102) and the Charities Act 2011.
The Charity meets the definition of a public benefit entity under FRS102. Assets and liabilities are initially recognised at historical cost unless otherwise stated in the relevant accounting policy notes.
Assessment of Going Concern
Preparation of the accounts is on a going concern basis. The trustees consider that there are no material uncertainties about the Charity’s ability to continue as a going concern.
Incoming Resources
Recognition of Incoming Resources
These are included in the Statement of Financial Activities (SOFA) when:
▪ the charity becomes entitled to the resources;
▪ the trustees are virtually certain they will receive the resources; and
▪ the monetary value can be measured with sufficient reliability
Incoming Resources with Related Expenditure
Where incoming resources have related expenditure (as with fundraising or contract income) the incoming resource and related expenditure are reported gross in the SOFA.
Grants and Donations
Grants and Donations are only included in the SOFA when the charity has unconditional entitlement to the resources.
Tax Reclaims on Donations and Gifts
Incoming resources from tax reclaims are included in the SOFA at the same time as the gift to which they relate.
Contractual Income and Performance Related Grants
This is only included in the SOFA once the related goods or services have been delivered.
Gifts in Kind
Gifts in kind are accounted for at a reasonable estimate of their value to the charity or the amount actually realised. Gifts in kind for sale or distribution are included in the accounts as gifts only when sold or distributed by the charity. Gifts in kind for use by the charity are included in the SOFA as incoming resources when receivable.
Donated Services and Facilities
These are only included in incoming resources (with an equivalent amount in resources expended) where the benefit to the charity is reasonably quantifiable, measurable and material. The value placed on these resources is the estimated value to the charity of the service or facility received.
Volunteer Help
The value of any voluntary help received is not included in the accounts.
Investment Income
This is included in the accounts when receivable.
Investment Gains and Losses
This included any gain or loss on the sale of investments and any gain or loss resulting from revaluing investments to market value at the end of the year.
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THE ROSE THOMPSON FOUNDATION
(Charitable Incorporated Organisation)
NOTES TO THE FINANCIAL STATEMENTS (continued) FOR THE YEAR ENDED 30TH NOVEMBER 2023
1. ACCOUNTING POLICIES (continued)
Expenditure and Liabilities
Liability Recognition
Liabilities are recognised as soon as there is a legal or constructive obligation committing the charity to pay out resources.
Governance Costs
Include costs of the preparation and examination of statutory accounts, the costs of the trustees meetings and cost of any legal advice to trustees on governance or constitutional matters.
Grants with Performance Conditions
Where the charity gives a grant with conditions for its payment being a specific level of service or output to be provided, such grants are only recognised in the SOFA once the recipient of the grant has provided the specified service or output.
Grants Payable without Performance Conditions
These are only recognised in the accounts when a commitment has been made and there are no conditions to be met relating to a grant which remain in control of the charity.
Investments
Investments quoted on a recognised stock exchange are valued at market value at the year end. Other investment assets are included at trustees' best estimate of market value.
Unrestricted funds
These funds can be used for the general objectives of the charity as set out in the trustees report. The movements of the unrestricted funds are given in the Statement of Financial Activities.
Restricted funds
These funds are where the donor has specified a purpose for the donation made. These restrictions often arise as a result of appeals for special offerings for specific purposes.
Designated funds
These funds are funds set aside by the trustees out of unrestricted general funds for particular purposes or projects.
Fixed Assets
Fixed Assets are capitalised if they can be used for more than one year and cost at least £1,500. They are valued at cost or, if gifted, at the value to the charity on receipt.
Depreciation Expense
Depreciation is calculated at a rate to write off the cost of tangible fixed assets over their estimated useful lives. The rates applied are as follows:
Fixtures, Fittings and Equipment
25% - Reducing Balance Basis
2. TANGIBLE FIXED ASSETS
The CIO held no fixed assets during this or the previous financial period.
The annual commitments under non-cancelling operating leases and capital commitments are as follows: 30th November 2023 : None 30th November 2022 : None
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THE ROSE THOMPSON FOUNDATION
(Charitable Incorporated Organisation)
NOTES TO THE FINANCIAL STATEMENTS (continued) FOR THE YEAR ENDED 30TH NOVEMBER 2023
3. INCOMING RESOURCES
| a) Donations, Grants & Legacies Gifts & Donations Grants Received b) Charitable Activities Activities & Projects c) Investment Income Interest d) Activities for Generating Funds Advertising Income e) Other Incoming Resources Sundry Income |
Unrestricted Restricted TOTAL TOTAL Funds Funds 2023/22 2022/21 £ £ £ £ 10,205 - 10,205 5,206 49,088 - 49,088 - 59,293 - 59,293 5,206 - 3,150 3,150 2,801 - 3,150 3,150 2,801 - - - - - - - - - - - 1,124 - - - 1,124 - - - 1,055 - - - 1,055 |
|---|---|
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THE ROSE THOMPSON FOUNDATION
(Charitable Incorporated Organisation)
NOTES TO THE FINANCIAL STATEMENTS (continued) FOR THE YEAR ENDED 30TH NOVEMBER 2023
4. RESOURCES EXPENDED
| a) Cost of Charitable Activities Activities & Projects Administrative Expenses Advertising & Publicity Bank Charges Licenses & Subscriptions Rent & Rates Staff Costs Sundry Expenses Telephone Costs Travel & Subsistence ` b) Governance Costs Independent Examiners Fees 9 Legal & Professional Fees |
Unrestricted Restricted TOTAL TOTAL Funds Funds 2023/22 2022/21 £ £ £ £ 6,260 770 7,030 315 1,249 - 1,249 466 1,500 - 1,500 246 72 - 72 72 256 - 256 144 5,721 - 5,721 1,401 37,666 - 37,666 5,102 902 - 902 557 143 - 143 458 - - - 1,700 53,768 770 54,538 10,461 900 - 900 700 7,473 - 7,473 1,383 8,373 - 8,373 2,083 |
|---|---|
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THE ROSE THOMPSON FOUNDATION
(Charitable Incorporated Organisation)
NOTES TO THE FINANCIAL STATEMENTS (continued) FOR THE YEAR ENDED 30TH NOVEMBER 2023
5. RESTRICTED FUNDS
CURRENT FINANCIAL YEAR
| Prostate Cancer Research PREVIOUS FINANCIAL YEAR Prostate Cancer Research |
Balance Balance 01-Dec-22 Income Expenditure Transfers 30-Nov-23 £ £ £ £ £ - 3,150 770 - 2,380 - 3,150 770 - 2,380 Balance Balance 01-Dec-21 Income Expenditure Transfers 30-Nov-22 £ £ £ £ £ - - - - - - - - - - |
|---|---|
The Restricted funds are wholly represented by the charity's cash reserves and are to be expended as specified above.
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THE ROSE THOMPSON FOUNDATION
(Charitable Incorporated Organisation)
NOTES TO THE FINANCIAL STATEMENTS (continued) FOR THE YEAR ENDED 30TH NOVEMBER 2023
6. INVESTMENTS
The CIO held no fixed assets investments during this or the previous financial period.
7. CASH AT BANK AND IN HAND
| Unrestricted | Restricted | Total Total |
|
|---|---|---|---|
| Fund | Fund | 30-Nov-23 30-Nov-22 |
|
| £ | £ | £ £ |
|
| Cash at Bank & in Hand | (2,372) | 2,380 8 276 |
|
| (2,372) | 2,380 8 276 |
||
| 8. DEBTORS AND PREPAYMENTS Sundry Debtors |
Unrestricted Fund £ - |
Restricted Fund £ |
Total Total 30-Nov-23 30-Nov-22 £ £ - - - |
| - | - - - |
||
| 9. CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR Independent Examiners Fees |
Unrestricted Fund £ 900 |
Restricted Fund £ |
Total Total 30-Nov-23 30-Nov-22 £ £ - 900 700 |
| 900 | - 900 700 |
10. CREDITORS: AMOUNTS FALLING DUE IN MORE THAN ONE YEAR
The CIO held no long term liabilities during this or the previous financial period.
11. NET ASSETS BETWEEN FUNDS
| Fixed Asset Investments Net Current Assets Long Term Liabilities |
Unrestricted Restricted Total Total Funds Funds 30-Nov-23 30-Nov-22 £ £ £ £ - - - - (3,272) 2,380 (892) (424) - - - - (3,272) 2,380 (892) (424) |
|---|---|
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THE ROSE THOMPSON FOUNDATION
(Charitable Incorporated Organisation)
NOTES TO THE FINANCIAL STATEMENTS (continued) FOR THE YEAR ENDED 30TH NOVEMBER 2023
12. STAFF COSTS AND NUMBERS
| TOTAL 2023/22 £ Gross Wages, Salaries & Fees 36,647 Employer's National Insurance Costs 1,019 Pension Contributions - 37,666 Employees who were engaged in each of the following activities: Charitable Activities 4 |
TOTAL 2022/21 £ 5,102 - - 5,102 3 |
|---|---|
The Charity operates a PAYE scheme to pay all members of employed staff and no employees received emoluments in excess of £60,000. The Charity also employs members of staff on a self employed basis and is therefore not liable for National Insurance Costs.
13. TRUSTEES AND OTHER RELATED PARTIES
During the financial year Trustee Mr Lindsey Thompson received £26,340 (2022/1:£3,867) in staff costs in his capacity as COO for BME Cancer Communities in furthering the Charity's objects.
During the financial year Mrs Rose Thompson (Spouse to Trustee Lindsey Thompson) received £3,151 (2022/21:£650) in staff costs in her capacity as CEO and £1,900 for services supplied to The Rose Thompson Foundation in furthering the Charity's objects.
During the financial year Ms Cara Thompson (Daughter to Trustee Lindsey Thompson) received £4,036 in staff costs in her capacity as Administrator for The Rose Thompson Foundation in furthering the Charity's objects.
No other payments were made to trustees or any persons connected with them during this financial period. No other material transaction took place between the organisation and a trustee or any person connected with them.
14. RISK ASSESSMENT
The Trustees actively review the major risks which the charity faces on a regular basis and believe that maintaining the free reserves stated, combined with the annual review of the controls over key financial systems carried out on an annual basis will provide sufficient resources in the event of adverse conditions. The Trustees have also examined other operational and business risks which they face and confirm that they have established systems to mitigate the significant risks.
15. RESERVES POLICY
The Trustees have considered the level of reserves they wish to retain, appropriate to the CIO's needs. This is based on the CIO's size and the level of financial commitments held. The Trustees aim to ensure the CIO will be able to continue to fulfil its charitable objectives even if there is a temporary shortfall in income or unexpected expenditure. The Trustees will endeavour not to set aside funds unnecessarily.
16. PUBLIC BENEFIT
The CIO acknowledges its requirement to demonstrate clearly that it must have charitable purposes or ‘aims’ that are for the public benefit. Details of how the CIO has achieved this are provided in the Trustees report. The Trustees confirm that they have paid due regard to the Charity Commission guidance on public benefit before deciding what activities the CIO should undertake.
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THE ROSE THOMPSON FOUNDATION
(Charitable Incorporated Organisation)
INDEPENDENT EXAMINER’S REPORT ON THE ACCOUNTS
Report to the trustees/ members of The Rose Thompson Foundation on the accounts for the year ended 30th November 2023 set out on pages 7 to 15.
Respective responsibilities of trustees and examiner
The charity's trustees are responsible for the preparation of the accounts. The charity’s trustees consider that an audit is not required for this year under section 144 of the Charities Act 2011 (the Charities Act) and that an independent examination is needed.
It is my responsibility to:
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examine the accounts under section 145 of the Charities Act,
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follow the procedures laid down in the general Directions given by the Charity Commission (under section 145(5)(b) of the Charities Act, and
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state whether particular matters have come to my attention
Basis of independent examiner’s statement
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 accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, 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 accounts present a ‘true and fair’ view and the report is limited to those matters set out in the statement below.
Independent examiner's statement
In connection with my examination, no matter has come to my attention:
-
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
- to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.
K. Collaku MAAT Castle View Accounting Ltd Ground Floor Offices 53 High Street Arundel West Sussex BN18 9AJ
Date: 9th September 2024
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