## 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: 1. 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 2. 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