Trustees’ Annual Report for the period
From May 2024 To April 2025
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 | 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 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 2024-2025 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. Adam’s Rose have also ran regular and monthly community coffee mornings where beneficiaries gather for cake and refreshments and seek comfort in speaking to others and our charity volunteers and manager.
Additional information (optional) You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | Our counselling services have expanded rapidly, we now work in partnership with 5 counsellors across the region (1 additional counsellor from the previous year) providing counselling services (minimum of 6 sessions per member) to those members / referrals who opt in. We have successfully managed our referrals this year from all sources ensuring that funding has been available 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 lunch in memory of loved ones which was a huge success. |
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | Adam’s saw a successful year in fundraising, particularly with the award of a National Lottery grant for plus a grant from a local crematorium. Grants total was £35,370 In addition to this we also had £821.20 from fundraising,£584.90 donations and £2530 from special events This was in line with our objectives to increase fundraising to support the demand |
| we had seen an increase in the previous year |
||
|---|---|---|
| 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 2024-2025 on increased funds compared to the previous year |
|---|---|---|
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Reserves have been held at the end of 2024-2025 in order to continue to provide a range of services to our recipient base. |
| Amount of reserves held | Para 1.22 | £17,068 |
| 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 |
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(if any) |
|---|---|---|---|---|
| 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 | Name | Address |
|---|---|---|
| adviser |
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) Full name(s) Position (eg Secretary, Chair, etc) Date |
M.A.Leftly | |
|---|---|---|
| Margo Leftly | ||
Trustee |
||
| 19.01.2026 | ||
| 19.01.2026 |
| No (if any) | |
|---|---|
| Adams's Rose | 1183227 |
| Receipts andpayments accounts |
CC16a
For the period Period start date Period end date To from May-24 Apr-25
Section A Receipts and payments
| Section A Receipts and payments | Section A Receipts and payments | Section A Receipts and payments | ||||
|---|---|---|---|---|---|---|
| A1 Receipts Donations 585 Special Events 2,530 Grants 35,370 Fundraising 821 - 39,306 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 £ 585 2,530 35,370 821 - - - 39,306 - - - 39,306 545 2,900 6,080 12,668 45 - - - 22,238 - - - 22,238 17,068 - - 17,068 |
Last year to the nearest £ |
||
| - - - - - - - - |
585 | - | ||||
| 2,530 | - | |||||
| 35,370 | - | |||||
| 821 | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| 39,306 | ||||||
| A2 Asset and investment sales, (see table). |
||||||
| - | ## | - | - - - |
- | ||
| - | - | - | - | |||
| Sub total | - | - | - | - | ||
| Total receipts 39,306 A3 Payments Supplies 545 Special events 2,900 Counselling 6,080 Consulting 12,668 Postage 45 - - Sub total 22,238 - - Sub total - Total payments 22,238 Net of receipts/(payments) 17,068 A5 Transfers between funds - A6 Cash funds last year end - Cash funds this year end 17,068 A4 Asset and investment purchases, (see table) |
||||||
| - | 39,306 | |||||
| - - - - - - - - - |
545 | - | ||||
| 2,900 | - | |||||
| 6,080 | - | |||||
| 12,668 | - | |||||
| 45 | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| 22,238 | ||||||
| - - - |
- | |||||
| - | ||||||
| - | - | |||||
| - | 22,238 | |||||
| - | - - - - |
17,068 | ||||
| - | - | - | ||||
| - | - | - | ||||
| - | 17,068 | - |
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 £ - 31,000 - - - 31,000 - 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 | |
Independent Examiner’s Report to the Trustees of Adam’s Rose Charity Name: Adams Rose Charity Number: 1183227 Year Ended: April 2025
I report on the accounts of Adam’s Rose for the year ended 04/2025, which have been prepared on the basis of receipts and payments.
Respective responsibilities of trustees and examiner
The charity’s trustees are responsible for the preparation of the accounts.
I have carried out an independent examination of these accounts as required under section 145 of the Charities Act 2011.
Basis of independent examiner’s statement
My examination was carried out in accordance with the Charity Commission’s guidance for independent examiners (CC32).
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 such matters.
My role is to state whether any material matters have come to my attention.
Independent examiner’s statement
In the course of 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 2011; and
-
to prepare accounts which accord with the accounting records and comply with the accounting requirements of the 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.
Examiner’s details
Name: Mark Freeman
Professional status / relevant experience: Retired 2024 with previous experience with The Securities and Futures Authority (Post FCA) membership number MAF01109 holding license to operate to CF21, CF26, CF30 and finally CFA CF registered standards.
Over 30 years working as a professionally qualified customer advisor, Stock market trader & market maker, and maintaining an annual PCD (Professional Career Development register) until retirement. Address: 7 Mayfield, Buckden, St Neots, Cambs. PE19 5SZ Signature: M Freeman Date: 22/01/2026