## Trustees’ Annual Report for the period
From May 2021 To April 2022
Charity name: Adam’s Rose Charity registration number: 1183227
## Objectives and Activities
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SORP reference
Summary of the Para 1.17 To preserve and protect the physical
purposes of the charity and mental health of those suffering
as set out in its bereavement by providing support
governing document through literature, quarterly events
and an online members forum.
Summary of the main Para 1.17 and Online Support Services
1.19
activities in relation to Grief support pack and
those purposes for the literature provided by post
public benefit, in Belongings bags for loved ones
particular, the activities, issued at hospitals
projects or services Quarterly events for members
identified in the
to provide motivation for
accounts. surviving grief and create
communities
Counselling services for
members
Statement confirming Para 1.18 The trustees follow best practice as
whether the trustees set out by the guidance issued by the
have had regard to the charity commission on public benefit.
guidance issued by the
Charity Commission on
public benefit
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## Additional information (optional) You may choose to include further statements where relevant about:
SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment
Para 1.38 Contribution made by volunteers Other
## Achievements and Performance
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SORP reference
As well as the postal grief journals
Summary of the main
Para 1.20 supplied to members who registered
achievements of the
with the charity, we were also able to
charity, identifying the
difference the charity’s launch our Belongings bags. By
work has made to the working in partnership with hospitals,
circumstances of its we started with Hinchingbrooke
beneficiaries and any Hospital and partnered with North
wider benefits to society
West Anglia Trust to provide enough
as a whole.
belongings bags to cover all of their
hospitals including Peterborough City
and Stamford for 12 months. The
next step is looking to expand to the
other NHS Trusts within
Cambridgeshire within the next 12
months, to provide a personal,
respectful and high quality cloth
belongings bag for everyone who
passes away at the hospital to be
issued to their relatives. This is
something they can take home and
open when they are ready or just
keep somewhere special if they don’t
want to open it. The difference it
makes to people in those first days is
huge and we are so pleased to be
rolling this service out to more
hospitals and Trusts in the next year.
The next stages of our support occur
when someone is referred to our
charity for support. When we receive
a referral at Adam’s Rose the first
thing we do is act quickly to ensure
that each and every person referred
knows that they are not alone. Within
48 hours of referral, they will receive
a phone call and will receive their
“Welcome to grief” pack in the post.
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Within this pack is their Adam’s Rose Grief Journal – an interactive and informative journal created by trained bereavement Psychotherapists, Adam’s wife and best friends and our amazing illustrator. The journal will take them through the first few days and weeks including the feelings they can expect to experience, guidance and help, a place to express themselves including areas for free writing / drawing and words of reassurance and support. Along with the grief journals we provide Adam’s rose colouring pencils, pens and everything you may need along with some other gifts you can keep close. In addition to the supportive packs which are all sent via Royal Mail postage, Adam’s Rose aims to create a community. Nothing can take away the pain and unbearable sorrow of losing someone so special but knowing there are people who have experienced grief and are going through similar experiences and feelings can be the difference between what gets you through a day and what doesn’t.
In the later part of the year we were happy to launch the trial of our Counselling services, providing fully funded grief and bereavement counselling to registered members to bridge the gap between the NHS provided care / waiting lists.
Additional information (optional) You may choose to include further statements where relevant about:
During this year Adam’s Rose were Achievements against Para 1.41 looking to launch the Belongings bags objectives set across Cambridgeshire which we successfully achieved with North West Anglia Trust and were featured on BBC news with the launch of this.
We also went above and beyond our expectations in being able to launch the counselling services, something which are to develop significantly in the next year.
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Due to Covid the annual May
Performance of fundraising event and Christmas
fundraising activities Para 1.41 Dinner Dance ball was unable to go
against objectives set ahead, however Fundraising was still
a priority for the charity. As such the
charity once again pushed resources
and exposure through social media
and online platforms and worked to
contact organisations who could offer
funding support and donation. In
addition to these we were able to hold
2 smaller events for a “mothers day
afternoon tea!” and the annual
Adam’s Rose fishing match. The funds
raised for the year were adequate for
the investment made into new
member services.
We currently have no investment
strategy.
Investment performance Para 1.41
against objectives
Other
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## Financial Review
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Review of the charity’s Para 1.21 The charity has ended 2022 and will
financial position at the be entering 2023 once again with a
end of the period strong financial position following
fundraising events and donations.
Allowing us to be in a position to
launch additional services and retain
a reserve for the launch of further
support services.
Statement explaining Para 1.22 Reserves have been held at the end
the policy for holding of 2022-2023 in order to support the
reserves stating why rapid growth we expect to see in the
they are held next year and ensure we can continue
to provide a range of services to a
wider recipient base.
Amount of reserves held Para 1.22 £13,000
Reasons for holding zero Para 1.22 n/a
reserves
Details of fund materially Para 1.24 n/a
in deficit
Explanation of any Para 1.23 n/a
uncertainties about the
charity continuing as a
going concern
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## Additional information (optional) You may choose to include further statements where relevant about:
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The charity has raised significant
funds through official charity events
The charity’s principal including the May Family Fun day and
sources of funds Para 1.47 the annual Dinner Dance in November
(including any (2019 as 2020 cancelled due to
fundraising) Covid). A mothers day afternoon tea
and sponsored fishing match. In
addition to this funds have been
received from individual fundraising
and sponsored events taking place
(for example marathons / sponsored
weight loss / Facebook and PayPal
birthday fundraisers) In addition to
this Adam’s Rose were selected to be
a partner to the Co-operative
Community fund meaning that
members can donate a % each year
through both Huntingdon Co-op
funeral home and Godmanchester Co-
op superstore as well as online. Over
£1700 has been raised by this
initiative which we received in
November 2021.
n/a
Investment policy and
objectives including any Para 1.46
social investment policy
adopted
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As the charity continues to grow and
the economy feels more pressure,
A description of the Para 1.46 there is a risk of being able to
principal risks facing the maintain the amount of fundraising
charity we have seen for previous years
however to mitigate this risk we are
ensuring we hold reserves to support
growth of services and offerings and
also exploring additional fundraising
approaches including grants.
Other
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## Structure, Governance and Management
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Description of charity’s Best practice.
trusts:
Type of governing Para 1.25 Trust Deed.
document
(trust deed, royal
charter)
How is the charity Para 1.25 Incorporated.
constituted?
(e.g unincorporated
association, CIO)
Trustee selection Para 1.25 The board of trustees consist of 3
methods including founding trustees who have
details of any appointed a 4 [th] trustee in the last year
constitutional provisions and a non-exec chairman with no
e.g. election to post or voting rights.
name of any person or
body entitled to appoint
one or more trustees
Additional information (optional)
You may choose to include further statements where relevant about:
n/a
Policies and procedures
adopted for the induction Para 1.51
and training of trustees
n/a
The charity’s
organisational structure Para 1.51
and any wider network
with which the charity
works
n/a
Relationship with any Para 1.51
related parties
Other
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## **Reference and Administrative details**
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Charity name Adams Rose
Other name the charity Adams Rose Grief Support / Adams Rose Bereavement
uses charity
Registered charity 1183227
number
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Charity’s principal 6 Rydal Close
address Stukeley Meadows
Huntingdon
Cambs
PE29 6UF
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## **Names of the charity trustees who manage the charity**
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Name of person (or body)
Dates acted if not for
Trustee name Office (if any) entitled to appoint trustee
whole year
(if any)
1 Victoria Hurst n/a
2 Margo Leftly n/a
3 Steve Leftly n/a
4 Sarah Hurst n/a
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
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Corporate trustees – names of the directors at the date the report was approved **Director name**
Name of trustees holding title to property belonging to the charity
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Trustee name Dates acted if not for
whole year
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**Funds held as custodian trustees on behalf of others**
Description of the assets none held in this capacity
Name and objects of the n/a charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements n/a for safe custody and segregation of such assets from the charity’s own assets
## **Additional information (optional)**
## **Names and addresses of advisers (Optional information)**
**Type of Name Address adviser** Non exec Mark Freeman chairman
**Name of chief executive or names of senior staff members (Optional information)**
## **Exemptions from disclosure**
Reason for non-disclosure of key personnel details
## **Other optional information**
## **Declarations**
**The trustees declare that they have approved the trustees’ report above.**
**Signed on behalf of the charity’s trustees**
**Signature(s)** M.A.Leftly **Full name(s)** Margo Leftly
**Position (eg** Trustee **Secretary, Chair, etc)**
**Date** 18/01/2023
**No (if any) 1183227**
## **Adams's Rose**
## **Receipts and payments accounts**
Period start date Period end date **To** May-20 Apr-21
**For the period from**
## **Section A Receipts and payments**
**Unrestricted Restricted Endowment Total funds funds funds funds**
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to the nearest
to the nearest £ to the nearest £ to the nearest £
£
A1 Receipts
Maximus Foundation 2,500 - - 2,500
Don’t panic productions 1,500 - - 1,500
Cash Donations 30 - - 30
Easy Fundraising scheme 22 - - 22
Facebook Raffle 536 - - 536
Facebook Raffle 2 845 - - 845
- - - -
5,433 - - 5,433
Sub total (Gross income for AR)
A2 Asset and investment sales,
(see table).
- ## - - -
- - - -
Sub total - - - -
Total receipts 5,433 - - 5,433
A3 Payments
Cambridge Social Media 180 - - 180
Rocketspark I.T. 230 - - 230
Merchandise 100 - - 100
Sundries 200 - - 200
Go Daddy Domain/Email hostings 180 - - 180
Printing 40 - - 40
- - - -
- - - -
Sub total [ 930 ] - - 930
A4 Asset and investment
purchases, (see table)
- - - -
- - - -
Sub total [ - ] - - -
Total payments 930 - - 930
Net of receipts/(payments) 4,503 - - 4,503
A5 Transfers between funds - - - -
A6 Cash funds last year end - - - -
Cash funds this year end 4,503 - - 4,503
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## **Section B Statement of assets and liabilities at the end of the period**
||||**Unrestricted**||**Restricted**|
|---|---|---|---|---|---|
|**Categories**|**Details**||**funds**||**funds**|
|**B1 Cash funds**|Cash foat
Bank|**_Total cash funds_**|**to nearest £**
**200**
**14,971**
**-**
**15,171**|
|**to nearest £**
**-**
**-**
**-**
**-**|
||(agree balances with receipts and payments
account(s))||Agreement Error|OK||
||||**Unrestricted**||**Restricted**|
||||**funds**||**funds**|
|**B2 Other monetary assets**|**Details**
None||**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**|
|**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**|
|**B3 Investment assets**|**Details**
None||**0**
**Fund to which**
**asset belongs**|**Cost (optional)**
**-**
**-**
**-**
**-**
**-**||
|**B4 Assets retained for the**|**Details**
Merchandise||**Fund to which**
**asset belongs**|**Cost (optional)**
**-**||
|**charity’s own use**|Grief Packs|||
|**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|
||||**Fund to which**||**Amount due**|
|**B5 Liabilities**|**Details**
None||**liability relates**|
|**-**
**-**
**-**
**-**
**-**
**(optional)**|
|Signed by one or two trustees on
behalf of all the trustees||Signature|Print|Name||
Signed by one or two trustees on behalf of all the trustees
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CC16a
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## **Last year**
## **to the nearest £**
**15,483**
**15,483**
**5,015**
**5,015 10,468 - - 10,468**
## **Endowment funds**
**to nearest £ - - - -**
OK
**Endowment funds to nearest £ - - - - - -**
**Current value (optional) - - - - -**
**Current value (optional) 300 200 - - - - - - - When due (optional)**
Date of approval
|In||Out|90|
|---|---|---|---|
||315|19.2|90|
||1197|73.07|90|
||100|130|90|
||366.25|180|90|
||282.5|19.2|270|
||58.2|180|90|
||20|79.67|495|
||459|19.2|90|
|||7.5|450|
|||100|90|
|||3981.4|180|
|||6|45|
|||25|315|
|||39|45|
|||120|765|
||||90|
||2797.95|4979.24|360|
||||45|
||||90|
||||90|
||||1197|
5157