(A Charitable Incorporated Organisation)
TRUSTEES ANNAUL REPORT AND FINANCIAL STATEMENT FOR PERIOD 1[ST] April 2020 to 31[st] MARCH 2021
Registered charity number: 1184999
The Rose and Daisy Foundation
LEGAL AND ADMINISTRATIVE INFORMATION
Trustees
Mrs Amanda Russell Mr Andrew Hudson Mrs Hannah Peters Mr Jamie Peters (Chair) Miss Tamsin Dalton Mr Thomas Nevett
Principal Office
Charity Number
2 Astley Road The Oakalls Bromsgrove B60 2RS 1184999
Website
roseanddaisyfoundation.org
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The Rose and Daisy Foundation
TRUSTEES REPORT For period ending 31[st] March 2021
The trustees present their report and accounts for the year ended 31 March 2021.
Structure, Governance and Management
The charity is governed by its Constitution as a Charitable Incorporated Organisation dated 20th April 2019 and managed by a Board of Trustees.
Trustees meet in person or digitally where required to consider the charities performance; fund raising initiatives; governance reviews; establishment of appropriate policies and all new fundraising drives/campaigns.
New trustees are appointed for a term of three years and are inducted through meetings with the Trustees to explain the charity’s strategy, policies and procedures. All trustees are provided with a copy of the constitution, latest Trustees’ Annual Report and Financial Statements.
All trustees give their time freely and none receive any form of remuneration.
Objectives and Activities
The objects of the CIO as stated in the constitution are:
To relieve the emotional and physical distress of parents and their families that have experienced the death of a baby through neonatal loss, infant loss, stillbirth or miscarriage or have a baby in intensive care throughout Worcestershire and the West Midlands by:
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a) Supporting parents whilst currently in hospital with their children and providing helping when required.
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b) Supporting and promoting information to parents who have experienced the loss of a child.
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c) To promote cross trust communication to prevent parents who have experienced a loss or who are in hospital receiving letters, phone calls etc. about subject such as post-natal checks.
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d) To make donations to other charitable causes that have similar objectives to ours, if deemed acceptable by our trustees.
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e) To make grants to any medical research that is deemed acceptable by our trustees.
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The Rose and Daisy Foundation
- f) Working with trusts to ensure care given to bereaved parents is universal and to the same standard across trusts.
Public Benefit
The trustees have taken due regard of the Charity Commissioners guidance on public benefit when reviewing its aims and objectives and planning future activities.
The trustees are satisfied that the charity and it’s aims meet the Charity Commission’s guidelines for public benefit.
Achievements and Performance
2020/2021 has been a difficult year for everyone due to the Covid-19 pandemic and The Rose and Daisy Foundation has also felt the effects of this. With this in mind the trustees feel the charity has exceeded all expectations for the past year.
The trustees are pleased to report that the charity managed to continue supporting parents and families throughout the duration of the pandemic by exploring new options for support including online support for parents and their families.
All events were cancelled during this period to comply with government guidelines.
The charity created a new event to help boot fundraising in such a difficult time. Roses Route was a challenge that people could undertake at home and during their exercise time all within the government guidelines. The challenge was to walk, run or cycle 29.2 miles over 13 days. The event was a huge success and we managed to raise over £4,000 for the charity.
In August 2020 the charity founders (Hannah & Jamie Peters) sadly lost their second child Daisy Rose-Ellis Peters. The trustees decided that it was fitting that the charity was to change it’s name to honour both of their daughters and The Rose Peters Foundation become The Rose and Daisy Foundation.
At the end of the year the charity had begun to develop our new Parent Well-Being boxes. These boxes are intended to be a support aid for parents after the loss of a child/children. The boxes are in the early stage of development and will be launched in later in 2021.
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The Rose and Daisy Foundation
Financial Review
The trustees feel the fundraising the charity has undertaken during this unusual year has been above all expectations.
The charity has had a significant amount of support from the general public for fundraising this year given the extraordinary situation. Roses Route was our main fundraising activity during this time and raised £4,373.54
The trustees note that there have been some higher governance costs as the charity has worked to rebrand with the new name.
Unrestricted Funds and Reserves Policies
Unrestricted Funds are spent or applied at the discretion of the trustees to fund any of the charity’s aims and activities.
The trustees may choose to designate a part of the Unrestricted Funds to be used for a particular future project or commitment. Such a Designated Fund remains part of the Unrestricted Funds of the charity.
The trustees will regularly review the charity’s need for adequate reserves in the light of the changing risks of the organisation
The unrestricted funds of the charity stood at £6,682.00 at the end of the period (31[st] March 2021)
Restricted Funds
Funds held by the charity on specific trusts under charity law are classed as Restricted Funds. The charity holds no Restricted Funds.
Independent Examination of Financial Statements
Gross Income during the reporting period was less than an annual rate of £25,000 and therefore, the trustees have elected to take advantage of sections 144 & 145 of the Charities Act 2011 in not submitting these Financial Statements to audit or independent examination. No such examination is required by the charity’s Constitution.
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The Rose and Daisy Foundation
The Trustees’ Report was adopted by the Board of Trustees on 22nd June 2021.
Jamie C Peters Chair of Trustees
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The Rose and Daisy Foundation
STATEMENT OF TRUSTEE’S RESPONSIBILITIES For period ending 31[st] March 2021
The trustees are responsible for the preparation of the trustees’ annual report and financial statements in accordance with applicable law and United Kingdom Accounting Standards.
The trustees are required to prepare financial statements for each year which give a true and fair view of the state of affairs of the charity as at the balance sheet date and of its income and expenditure for the period ended on that date. In preparing financial statements the trustees are required to –
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Select suitable accounting policies and apply them consistently.
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Observe the methods and principles in the Charities SORP.
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Make judgements and estimates that are reasonable and prudent.
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State whether applicable accounting standards have been followed, subject to any material departures disclosed and explained in the financial statements, and,
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Prepare the financial statements on the going concern basis unless it is inappropriate to assume that the charity will continue in operation.
The trustees are responsible for maintaining such proper accounting records as are necessary to disclose with reasonable accuracy and at any time the financial position of the charity. The trustees are also responsible for safeguarding the assets of the charity and taking reasonable steps for the prevention and detection of fraud and other irregularities.
The trustees confirm that they have complied with these requirements.
Signed on their behalf on 22[nd] June 2021
Jamie C Peters Chair of Trustees
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The Rose and Daisy Foundation
STATEMENT OF FINANCIAL ACTIVITIES For period ending 31[st] March 2021
| Receipts Donations, legacies and grants Fundraising events Total Receipts Payments Cost of fundraising events Governance costs Cost of charitable activities Purchase of fixed assets Total Payments Surplus for the year carried to unrestricted funds Funds brought forward on 1st April Funds carried forward as of 31st March |
2021 £ 2020 £ 6,383 5,108 4,331 6,632 |
|---|---|
| 10,714 11,740 |
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| 716 4,483 1,447 694 4,594 1,367 1,444 1,027 |
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8,201 8,308 |
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| 2,513 4,169 4,169 - |
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| 6,682 4,169 |
The statement of financial activities includes all gains and losses during the period.
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The Rose and Daisy Foundation
BALANCE SHEET as of 31[st] March 2021
| Fixed Assets Computers and technical equipment Furniture, fixtures and fittings Other equipment and assets Current Assets Cash in hand and at bank Net Assets Funds and Reserves Unreserved fund Total funds and reserves |
2021 £ 2020 £ 1,119 359 560 125 792 543 6,682 4,169 |
|---|---|
9,193 5,196 |
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| 6,682 4,169 |
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6,682 4,169 |
The financial statements were approved by the Board of Trustees on 22[nd] June 2021
Jamie C Peters Chair of Trustees
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