## 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)**| ||||| ||||| ||||| ||||| ||||| ||||| ||||Date of
approval| ||M.Leftly|Margo Leftly|12/11/2024| |||||