CHARITY COMMISSION FOR ENGLAND AND WALES Trustees, Annual Report for the period Frorn Perlod start date 114124 to Period end date 3113125 Charlty name: Tho Omaga Course Charity reglstratlon numbar: 1183642 Objectlves and Actlvlties SORP r81erence Summary of the purpos88 of the charity as set out in its governing document Parn1.17 To advance education for the publlc benefit about issues relating io death and dying and related subjects in such ways as the trustees ma from tlme to time determlne. Courses: We ran 3 courses with 23 attendees In total. 88r8avement cafes + d8ath cafes W8 SUPPOrted 3 Death and Bereavement cafes led by the compassionate communltl88 outreach team from Coventry Talks and L8Cture8 Dying Matters Week 7th May 24 Marle Curle Hosplce West Midlands lunchtime education meetlng for staff. Compassionate Comrnunlties Inter-natlonal Conference Peer r8vlewed presentatlon 2nd Summary ofthe main activities in relation to those purposes for the public benefit, in particular, the activltie5, projects or seNic8s identified in the accounts. Pora 1.17 and 1.19 DNACPR talk Rugby 5th Feb 25 YAth 16 attendees Research evaluation of Om6 a Course Warwick medl¢al school 3rd year Self Selectod Component research project negotiated with professorial sup8rvision Dala sharing agreement for pra and post course questionnairgs Sept 2024. This work was submitted for p68r review and accepted for spokèn presentation at the Palliative Care Congress Belfast ICC March 201212025. It has been invlted to be written up for a bespoke edltlon on Death Literacy in a peer reviewed }oumal Networkin ICB meeting 2414124 Marie curie West Midlands 25.4.24 Big Conversation networking event wlth ICS and VCFSE 1919124 Pagelof7 28 October 2025 Events Open Thanatology Decolonising Grief seminar 29f1124 Nuneaton South Primary Care Fair followed by compasslonate communitie5 education afternoon for frontline staff 16110124 NATIONAL Lottery Community nelwork event 23110124 Yes statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit Para 1.18 Additional inforniatlon (optlonal) You ma choose to Include further statements where relevant about.. SORP ref8rence Para 1.38 Pollcy on grant Ma￿ng P8M 1.38 Pollcy on soclal Investment Including program related Investment All members of the Omega Course Board, the Dlrector and 811 facilltators (11 In number) are working In a voluntary capacity, Course authorshlp. admlnlstration. dellveryi and marketing have been voluntary with grant ald and donatlons covering expenses in full. We have recruited 2 new volunteers this year who undertake fundraising advlce and data entry. Contrlbution m8d8 by volunteers Para 1.28 External Assl nca We have contracted a Social Medla assistant 160 hours per annum and an admin assistanl for 6 hours a week using Natlonal Lottery Community Fund grant monies Other P3ge2of7 28 October 2025 Achievements and Perfonnance SORP refer¢noe We have supported our partner organizatlon Universlty Hospital Covgntry and Wamickshire Communities outreach team as their staff have continued to be reduc8d due to periods of slckness and retlrements post pandemic. Their objectives fulfil our aim of delivering publlc health education on death and dylng directly to well community members to providè a long-term communty resource. The Compasslonate Clty accreditation was successful including Coventry and Warwickshire networked groups. We remain loose5y engaged wlth the local Care Services organisation. We have delivered wlth Warwlck Unlverslty Medical School a research evaluation of our pre- and post-course questionnalres to ensure audit and quality improvement. These results wlll Inform our straleglc thinklng as they show how our course Influences the lives of attendees. Our director continues to attend cllnlcal and psychological CPD to maintaln 5kllls for teachlng and dissemlnatlon of Public Health Palllative Care practice and prlnciples, We have Ilaised wlth local voluntary and st8tutOry 88Nlces to Influence and dissemlnate good practice around education of the publlc on death and dylng and contlnue to Iv8 Invited talks. Summary of the ma5n achievernents of the charity, Identlfying th8 difference the charity's work ha5 made to the ¢lrcumstances of its beneficiarles and any wider beneffts to society as a whole. Para 1.20 Addltlonal Informatlon (optlonal) You m8 choose to Include further statements where relevant about: It Is of note that our quantltatlv8 and qualitatiV8 course feedback remains vary good, and Warwick Universlty have demonstrated by research that we are the first death literacy course to show change In attandee behavlour. On reapplylng we received £18,500 Lottery Grant under Ihe communty section. Thls was really pleasing having been turned down first tlme. We also bid for money to produce an onllne video course and reGeived a pledge of £1500 from Kenilworth Lions club which was secured by a £3500 grant from K8nllworth Town Council. Achlevements agalnst objectives set Par8 1.41 Performance of fundraising activitles against objectlves set Para 1A1 Investment performance against objectives Pwa 1.41 Other Page3of7 28 October 2025 Financial Review Review of the charity's flnancial position at the end of the eriod statement explaining the policy for holding reserves statin are held Amount of r8serves held Reasons for holding zero reserves Details of fund materially In deficit Explanatlon of any uncertainties about the charity continuing as a golng concern Pat8 1.21 Ongoing comrnitments are covered by reslricted funds from grant maklng bodies. Unrestricted funds are in a ood osition. Not held Para 1.22 PEra 1.22 Parn 1.22 £0 Ongoing commltments covered by restricted funds nla Para 1.24 Para 1.23 None Addltlonal Informatlon (optional) You ma choose to Include further statemants where rel8vant about.. Grants applied for, for speclflc purposes and donations from course membèrs The charlty's principal sourc8s of funds (including any fundraising) Para 1.47 Investment policy and objectlves Includlng any soclal investment policy adopted P8M 1.48 Prlnclpal rlsk Is not yet belng ab18 to succession plan for our volunteer dlrector. We are a small charlty that costs Ilttle to run as most work is done voluntarlly. 11 would be expensive to replace the director likè for Ilke so we are currently looking at alternative ways to reduce the rlsk. A descrlptlon of the prlnclpal rlsks faclng the charlty Para 1Ae S8condary risk is the challeng6 of effective markeung. The most effective Is word of mouth but we are a small team. Weekly meetings are a challenge for some people to attend so we are diversifylng fomiats and fllmi an onlln8 course other Page4of7 28 October 2025 Structure, Governance and Management Dascription of charity's trusts: Type of goveming document Para 1.25 Governing document How Is the charity constituted? IL.q Iiiiiii(:c?rpi)rated Par8 1.25 Charltable Incorporated Organisation Trustee selection methods including details of any constitution81 provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees Pam 1.25 Apart from the first charity trustees, 8very trustee shall be appointed for a term of three years by a resolution passed at a properly convened meeting of the charity trustees. Addltlonal Informatlon (optlonal) You ma choose to Include further statements where relevant about.. PoliGi8s and prO￿dUreS adopied for the inductlon and training of trustees Por8 1.61 The Charlty is not fomially networked wSth any other organisations but Informally is allgned wlth th8 ethos of Compasslonate Communltlas UK and Unlvèrslty Hospltals Cov8nty and Warwlckshlre Communltles Outreach Team. The charlty's org8nlsatlonal structure and any wlder network wlth which the charity worf(s Para 1.51 Relatlonshlp with any related partles Pafa 1.51 other Reference and Adminlstratlve details a Course Charit name Other name the chari uses istered chari number Charity's principal address The Om 1183642 4 The Coutyard, 81 Glasshouse Lane. Kanilworth CV8 2AH PageSof7 28 October 2025 Names of the charity trustees who manage the charity Dat•s a¢ted If not for whole year Trusteg naii Office (If any) Name of person lor body) entlued to appolnt trust•e {If an P Seward8 R Busby R Watknns E Young R Dawber Chair Secretary Treasurer Cor orate trustees- names of the directors at th6 date the re Dlroctor nam• ortwasa roved Name of trustees holdlng tlile to property belonging to the charlty Trust•0 n4m• Dates acted If not ft*r wholè Funds held as custodlan trustees on behalf of others Descriptlon of the assets None held In thls capaGIty Name and obj8cls of the charity on whos8 behalf th8 8ssets are held and how this falls wlthin the custodlen Charity's objects Detalls of arrangements for safe custody and segregation of such assets from the charlty's own assets Additlonal Informatlon (optlonal) Names and addresses of advisers {Optlonal infonnatlon) Type of Name Address adviser Name of chlef executlve or names of senlor staff members (Optional information) Page6 of7 28 October 2025 Exemptions from disclosure Reason for non-dlsclosure of ke rsonnel detalls Other o tional informatlon Declarations Th8 trustees declaro that they have approved the trusl808' report abovo. Slgned on behalf of the char 's trustee8 Slgnatur8(8) Full name(8 Poslllon (eg Secretaryi Chalr, etc) Robert Allen Busby ÉA c8 YOU Se¢r6t8ry Date Page7of7 28 October 2025 The Omega Course- Financial report for the year ended 31 March 2025 At the end of the year the balance at the bank was £28,472 compared with £2,365 at the start of the year. The increase was due to the receipt of grants from the National Lottery1£18,4521, Kenilworth Lions 1£1,5001 and Kenilworth Town Council1£3,0001 all of which are restricted funds to be applied to the projects set out in the grant applications. In addition, there was a total of £5,180 in donations which are unrestrlcted. As a result, because the total balance exceeds £25,000, the accounts wlll need to be "independently examined" as part of the year end reportlng process. Expenditure in the year came to £2,053: £1,265 from the restricted funds and £788 from unrestricted. The year end reserves were £21,686 In restrlcted funds and £6,786 In unrestricted. The income and expendlture detalls are set out in the table below, Actual 12 month5 to 31 March 2025 Actual 12 months to 31 March 2024 UNRESTRICTED RESTRICTED TOTAL Income Grants Donatlons Bank Interest £22,952.00 £22,952.00 £5,180.53 £27.97 £5,180.53 £27.97 £5,208.50 £22,952.00 £28,160.50 £1,886.14 £7.59 £1,893.73 Income Ex endlture Admlnlstratlon Sotlal medla Prlntlng Hlre of premlses Caterlng Disseminatlon of learnlng Facllltator costs Marketing Website Stationary & equlpment Bank charges & Insurance Expendlture £55.25 £31.43 £180.00 £4.00 £200,tsJ £139.57 £255.25 £171.00 £375.00 £4.OD £195.00 £876.40 £73.86 £615.86 £615.86 £408.18 £5.50 £34.00 £45.46 £5.50 £203.99 £114.99 £148.99 £45.46 £255.50 £797.01 £432.56 £432.56 £432.56 £788.20 £1,265.4Z £2,053.62 £3,047.50 Net Income/lExpenditurel £4,420.30 £21,686.58 £26,106.88 1£1,153.771 The Omega CoU￿e- Annualfinancial r4TrPDrt 24-25- R￿￿SedTab￿ layout CHARITY COMMISSION FOR ENGLAND AND WALES The OTrrga CoLtrs8 1183642 Receipts and payments accounts CC16a Fortho peiiod from 01-Apr-24 31￿&￿-25 Section A Receipts and payments Unr85trScted funds Ir*ll* nqamst Endowment funds to th8 Mar681 £ Re6trlcted funds Total fund8 Lasty*•r tothé nBaré&tÈ tot1* rnare•t £ totho ni8r•it £ A1 Recel Grdnts eAXSryJ• conlrU)utk DJnat￿*S Bank Srrtdrtest 952 287 1.599 4181 S,1Bt Sub total(GrDSS incomg forAR) 4952 24161 A2 Agsat and InV￿tment s#le8, s•• tabkn . Sub total 5.209 S2 28.181 1094 A3 Pasryiient• Ad￿niStrat￿l￿ Soaal Fned Prfrillng klre of prenlae$ C&ttsrfng Dlg¥Emhalbn ofle#mknq F8clltator (x)$ls Markellng Webs118 Stalbnary & 8qulpment Bank rharyes & Insurdnce 25S 171 37$ Ji 140 195 878 74 J4 115 45 43Y Sub totsi 1.266 A4 Awt and lThve51ment pU￿haS¢S. (S￿ tsblal A55et urchases Sub total 788 1.266 2,054 3.048 Netof receipts/(payments) A5 TTansfws bètween funds A6 Cash lunds knt year•nd Cash funds this yearend 21.686 26.101 2.385 0.780 2.365 28,472 3.519 2.365 21.686 Section B Statement of assets and liabilities at the end of the period UniestrLGtgd funds t• Mare*£ Restricled funds Endowment funds .4t':g%?I'ie to warest£ 21.6e6 tt*TrareBt £ B1 Cashfurw19 6.7B6 CCXX R1 arwunts ISS} Total ¢ashfunds 6,786 21.686 Un￿triCIèd funds tu ￿areS1É Restrf¢ted funds Endowm•nt fund5 tOTwest £ Detalls toM•rast £ FlllbStowfi¢h Deta115 Ctyt rrerrtvalu• 3 Imi•skn•nt a538ts to Dètzlls 84 Assets rètalngd for the charlty's OWD uso Fwxltovtheh IIAUllty reiaL¥ Detalls B5 U8￿11t￿5 Signed byone or tW81ees on behalfof am the INste8s Prnt Name Date of approval H-IL gEtsJA @b g CCXX R2 atfounts ISSI 0210512025 CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trusteesl mombers of Tha Omega Course On accounts for the year ended 31 March 2025 Charity no lif any) 1183642 Set out on page8 I report to the trustees on rny examination of the accounts of the above Charity ("the Trust'} for the year ended 3110312025. Responsibilitias and As the charity trustees of Ihe Trust, you are responsible for the preparation basls of report of the aG¢ounts in accordance with the requirements of the Charities Act 2011 ( the Act.). I r8POrt in respect of my examination of the Trust's accounts carried out under section 145 of the 2011 Act and in carrying out rny examination, I have followed the applicable Directions given by the Charity Commission under sedion 145(5}{b) of the Act. Independ6nt •xaminer'8 statsment I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination which gives me cause to believe that in, any material respect.. accounting records were not kept in accordance with section 130 of the Act or the accounts do not accord with th8 accounting records I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable proper understanding of the accounts to be reached, Slgned: Date: Name: Peter Jackson Relevant profe3sional qualificationls) or body Ilf any): ACCA Address: 11 Rounds Hill Kenilworth CV8 1DW Section B Disclosure Only complete if the exarniner needs to highlight matters of concern {see CC32, Independent examination of charity accounts.. directions and guidance for examiners). IER October 2018 Give here brief detsils of any items that the examiner wishes to dÈsclos8. IER October 2018