Trustees’ Annual Report for the period
From May 2023 To April 2024
Charity name: Adam’s Rose
Charity registration number: 1183227
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To preserve and protect the physical and mental health of those suffering bereavement by providing support through literature, quarterly events and an online members forum. |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
Online Support Services Grief support pack and literature provided by post Belongings bags for loved ones issued at hospitals Monthly events for members to provide motivation for surviving grief and create communities Counselling services for members |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The trustees follow best practice as set out by the guidance issued by the charity commission on public benefit. |
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
| SORP reference | ||
|---|---|---|
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | As well as the postal grief journals supplied to members who registered with the charity, we have also continued to supply North West Anglia Trust to provide enough belongings bags to cover all of their hospitals including Hinchingbrooke, Peterborough City and Stamford for 12 months. The charity will continue to provide this service over 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. 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. We now hold monthly coffee mornings which our referrals and members attend and seek comfort in speaking to others and our charity volunteers and manager. We have also continued to provide our Counselling services, providing fully funded grief and bereavement counselling to registered members to bridge the gap between the NHS provided care / waiting lists. During the year 2023-2024 Adam’s Rose saw a huge increase in the amount of referrals from GP practices of patients requesting private counselling. Processes had to be put in place to affirm the patients were relevant to the services the charity provides and were suitable beneficiaries and not patients that should be signposted elsewhere.
Additional information (optional) You may choose to include further statements where relevant about:
| Achievements against objectives set |
Achievements against objectives set |
Our counselling services have expanded rapidly, we now work in partnership with 4 counsellors across the region providing counselling services (minimum of 6 sessions per member) to those members / referrals who opt in. The referrals increased significantly from GP’s from 4 per week last year to up to 10- 15 a week during this period. With each beneficiary receiving 6 funded sessions we had to review our fundraising / income plans for the next 12 months in order to support the demand. In addition to the above we also successfully hold monthly coffee mornings which our referrals and members attend and seek comfort in speaking to others and our charity volunteers and manager. We also held an annual Christmas dinner in memory of loved ones which was a huge success. |
|
|---|---|---|---|
| Achievements against objectives set |
Para 1.41 | Our counselling services have expanded rapidly, we now work in partnership with 4 counsellors across the region providing counselling services (minimum of 6 sessions per member) to those members / referrals who opt in. The referrals increased significantly from GP’s from 4 per week last year to up to 10- 15 a week during this period. With each beneficiary receiving 6 funded sessions we had to review our fundraising / income plans for the next 12 months in order to support the demand. In addition to the above we also successfully hold monthly coffee mornings which our referrals and members attend and seek comfort in speaking to others and our charity volunteers and manager. We also held an annual Christmas dinner in memory of loved ones which was a huge success. |
| Performance of fundraising activities against objectives set |
Para 1.41 | Adam’s Rose experienced a more challenging year in regards to fundraising vs the increased costs of providing services however still had some successes in regards to fundraising. Ad-hoc donations we received over £600, We held a stall at the Gala day which raised over £500, A grant from the TK Max foundation of £500, the Walking Football club raised over £1700, Cooperative community fund donated £1772, a Karaoke night raised £1355, and Our annual fishing match raised over £750 |
| Investment performance against objectives |
Para 1.41 | We currently have no investment strategy. |
| Other |
Financial Review
| Review of the charity’s financial position at the end of the period |
Para 1.21 | The charity ended 2023-2024 on reduced funds in comparison to previous years due to increased demand for our counselling services. Whilst still maintaining some reserves the charity put in place a fundraising strategy for 2024-2025 to support the growing demand. |
|---|---|---|
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Reserves have been held at the end of 2023-2024 in order to continue to provide a range of services to a our recipient base. |
| Amount of reserves held | Para 1.22 | £14,199.28 |
| Reasons for holding zero reserves |
Para 1.22 | n/a |
| Details of fund materially in deficit |
Para 1.24 | n/a |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | n/a |
Additional information (optional)
You may choose to include further statements where relevant about:
The charity’s principal
| sources of funds (including any fundraising) |
Para 1.47 | |
|---|---|---|
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | n/a |
| A description of the principal risks facing the charity |
Para 1.46 | As the charity continues to grow and the economy feels more pressure, there is a risk of being able to maintain the amount of fundraising 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 further grants of which we have already had successes in. |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
Best practice. | |
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Trust Deed. |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | Incorporated. |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees |
Para 1.25 | The board of trustees consist of 4 trustees and a non-exec chairman with no voting rights. |
Additional information (optional) You may choose to include further statements where relevant about:
Policies and procedures adopted for the induction and training of trustees |
Para 1.51 |
n/a |
|---|---|---|
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | n/a |
| Relationship with any related parties |
Para 1.51 | n/a |
| Other |
Reference and Administrative details
| Charity name | Adams Rose |
|---|---|
| Other name the charity uses | Adams Rose Grief Support / Adams Rose Bereavement charity |
| Registered charity number | 1183227 |
| Charity’s principal address | 6 Rydal Close Stukeley Meadows Huntingdon Cambs PE29 6UF |
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) |
|---|---|---|---|---|
| Victoria Hurst | n/a | |||
| Margo Leftly | n/a | |||
| Steve Leftly | n/a | |||
| Sarah Hurst | n/a | |||
– 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
Trustee name Dates acted if not for whole year
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 for n/a 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 adviser |
Name Address |
Name Address |
|---|---|---|
| Non exec chairman |
Mark Freeman | |
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 Secretary, Trustee Chair, etc)
Date 11/02/2024
No (if any) 1183227
Adams's Rose
Receipts and payments accounts
Period start date Period end date To May-23 Apr-24
For the period from
CC16a
Section A Receipts and payments
| A1 Receipts Donations 2,815 Special Events 4,577 Grants 1,012 - 8,404 Unrestricted funds to the nearest £ Sub total(Gross income for AR) |
A1 Receipts Donations 2,815 Special Events 4,577 Grants 1,012 - 8,404 Unrestricted funds to the nearest £ Sub total(Gross income for AR) |
A1 Receipts Donations 2,815 Special Events 4,577 Grants 1,012 - 8,404 Unrestricted funds to the nearest £ Sub total(Gross income for AR) |
to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - Restricted funds |
to the nearest £ Endowment funds |
Total funds to the nearest £ 2,815 4,577 1,012 - - - - 8,404 - - - 8,404 747 - 6,666 10,265 73 - - - 17,751 - - - 17,751 - 9,347 - - - 9,347 |
Last year to the nearest £ |
|---|---|---|---|---|---|---|
| - | 2,815 | - | ||||
| - | 4,577 | - | ||||
| - | 1,012 | - | ||||
| - | - | - | ||||
| - | - | - | ||||
| - | - | - | ||||
| - | - | - | ||||
| - | 8,404 | |||||
| A2 Asset and investment sales, (see table). |
||||||
| - # | **# ** | - | - | - | ||
| - | - | - | - | - | ||
| Sub total | - | - | - | - | - | |
| Total receipts 8,404 A3 Payments Supplies 747 Special events - Counselling 6,666 Consulting 10,265 Postage 73 - - Sub total 17,751 - - Sub total - Total payments 17,751 Net of receipts/(payments) - 9,347 A5 Transfers between funds - A6 Cash funds last year end - Cash funds this year end - 9,347 A4 Asset and investment purchases, (see table) |
||||||
| - | 8,404 | |||||
| - | 747 | - | ||||
| - | - | - | ||||
| - | 6,666 | - | ||||
| - | 10,265 | - | ||||
| - | 73 | - | ||||
| - | - | - | ||||
| - | - | - | ||||
| - | - | - | ||||
| - | 17,751 | |||||
| - | - | |||||
| - | - | |||||
| - | - | - | ||||
| - | 17,751 | |||||
| - | - | - 9,347 | ||||
| - | - | - | - | |||
| - | - | - | - | |||
| - | - | - 9,347 | - |
| Section B Statement of assets and liabilities at the end of the period | Section B Statement of assets and liabilities at the end of the period | Section B Statement of assets and liabilities at the end of the period | |
|---|---|---|---|
| Categories B1 Cash funds B2 Other monetary assets B3 Investment assets B5 Liabilities B4 Assets retained for the charity’s own use Signed by one or two trustees on behalf of all the trustees |
Details Bank Details None Details None Details Merchandise Grief Packs Details None Signature M.Leftly Total cash funds (agree balances with receipts and payments account(s)) |
to nearest £ to nearest £ - 14,199 - - - 14,199 - Agreement Error OK to nearest £ to nearest £ - - - - - - - - - - - - Cost (optional) 0 - - - - - Cost (optional) - - - - - - - - - - - - - - Print Name Margo Leftly Unrestricted funds Restricted funds Unrestricted funds Restricted funds Fund to which asset belongs Fund to which asset belongs Fund to which liability relates Amount due (optional) |
to nearest £ Endowment funds |
| - | |||
| - | |||
| - | |||
| - | |||
| OK | |||
| to nearest £ Endowment funds |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
|||
| 300 | |||
| 200 | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| When due (optional) |
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| Date of approval |
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| M.Leftly | Margo Leftly | 12/11/2024 | |