ANNUAL REPORT AND FINANCIAL STATEMENTS FOR THE YEAR ENDED 31ST MAY 2024
KATHARINE RUTHERFORD'S SUNSHINE GLIOBLASTOMA FOUNDATION
CHARITY REGISTRATION No: 1197836
Independent Examiners Ltd Unit 2 The Broadbridge Business Centre Delling Lane Bosham West Sussex PO18 8NF
KATHARINE RUTHERFORD'S SUNSHINE GLIOBLASTOMA FOUNDATION
CONTENTS
| Page 3 | Legal and Administrivia Information |
|---|---|
| Pages 4 to 5 | Report of the Trustees |
| Page 6 | Independent Examiner's Report |
| Page 7 | Statement of Financial Activities |
| Page 8 | Balance Sheet |
| Page 9 | Notes to the Financial Statements |
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LEGAL AND ADMINISTRATIVE INFORMATION
CHARITY NUMBER 1197836 START OF FINANCIAL PERIOD 1st June 2023 END OF FINANCIAL PERIOD 31st May 2024 TRUSTEES AT 31ST MAY 2024 Gareth Cooper Neil Thompson Wendy Cooper George Cooper Lucy Singleton Sarah Hawkins REGISTERED ADDRESS 11 Oldfield Road Bath BA2 3ND GOVERNING DOCUMENT CIO - FOUNDATION Registered 08 Feb 2022 BANKERS Barclays Bank Plc 1 Churchill Place London E14 5HP OBJECTS TO ADVANCE HEALTH AND SAVE LIVES THROUGH (1) THE PROMOTION OF PUBLIC AWARENESS OF GLIOBLASTOMA AND THE ISSUES SURROUNDING THE CONDITION (2) THE PROVISION OF GRANTS TO ORGANISATIONS FOCUSING ON THE ADVANCEMENT IN UNDERSTANDING AND TREATMENT OF GLIOBLASTOMA MULTIFORME (GBM4)
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KATHARINE RUTHERFORD'S SUNSHINE GLIOBLASTOMA FOUNDATION
REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31ST MAY 2024
Trustee Selection
The original set of trustees was selected based on proximity to Katharine, but also by trying to match the needs of the charity to skills of the individuals. As we move towards the end of the 2nd year of the charity, we have started to discuss (in trustees meetings) the needs of the charity going forwards, and the individuals we will look to approach as part of the transfer of trustees in the future. As part of this review Stephen Rutherford ceased his role as a trustee in the year, and will be replaced in February 2025.
Objectives and Activities
To advance health and save lives through (1) The promotion of public awareness of glioblastoma and the issues surrounding the condition (2) The provision of grants to organisations focusing on advancement in understanding and treatment of Glioblastoma
As these accounts relate to the 2nd year of the charity’s existence, the main activities relating to this year have been fundraising events to accrue funds to enable the provision of grants mentioned above.
There have been a number of events that have taken place during this time namely:
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1 Bath half marathon 2023 (October) runners organised by Wendy and Gareth Cooper (Trustee)
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2 Bath half marathon 2024(March) runners organised by Wendy and Gareth Cooper (Trustee) 3 Personal donations from charity supporters
From an awareness perspective the charity Facebook page has received hundreds of new visits, and remains home to the charity video which describes what the charity does and why it exists.
Trustee Selection
The original set of trustees was selected based on proximity to Katharine, but also by trying to match the needs of the charity to skills of the individuals. As we move towards the end of the 2nd year of the charity, we have started to discuss (in trustees meetings) the needs of the charity going forwards, and the individuals we will look to approach as part of the transfer of trustees in the future.
Achievements and Performance
In its 2nd year, the charity accounts stand at £42,169.20. As mentioned last year, the charity funds also benefited from us transferring over the funds which were previously left in the community bank account, which was used whilst the charity was being set up
This year the main difference the charity has made has been issuing its first grant, given to Action Medical research for Children. The specific grant we have made, will contribute to funding a study, led by Professor Anderson and Dr Donovan at UCL Great Ormond Street Institute of Child Health, and will aim to develop new treatments for high-risk brain cancer in children, specifically Medulloblastoma and high-grade gliomas. These immunotherapy treatments, called chimeric antigen receptor (CAR) T cell therapy, have already been used effectively in treating some blood cancers treatments, and will be designed to be both gentler (which is very important given the side effects of current treatments), and more effective than current treatments for children.
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KATK4RINE RLfTrERFORD'S SUNSH•4E GLIOBLASTOMA FOUNDATION REPORT OF THE TRUSTEES FOR ThE YEAR ENDED 31ST MAY2024 Dvriry 2023n4. funds Increased duetoa combillatMJ)olfund raisiny linkedtohaWmaTrthonslx21. andthetrènsferencèof funds Irryn the ¢(xpmunwlund setupwhi15tthe charrtywvstrathxwas bn9 famial¥8d.Othg0ing5we higher. driven byentrantefftyHI Marathons, aswdl aswfir4tgTrnrbeing geort(£s.oOO1.Attheend ofthe2023124year. OurreseThe$htrld theref¢tesatat £42.16920.Thecash balances helcl atthèènd dthe)earare coDSered ad8quatè a$thèfurKlrai5ing We9Erf[n%eHa[l Marathorts, signrfKamtyexceeds rtry¢¢t>4ftd ouraher<xrtgfAng5 areryl(w (#rt5Kle dany9rants. Il•¥•NwP•llty OurreseeSarehekl s0astoprthrydefiindslDrowaTraticSas and whènwÈ rèce grJntwvests.Such Feqtjests ha¥egtsrted to fikerthrotyh and èrediscvs5ed clt4llllg trustees meeting. PubllcBw4fft Itwstees h4vehad accesStoth•giJNS•ncè 6$ued bytheCharityCcrfTrmLssbn(kTrpubhc bénd srATEMVnOPTRiISTES' RtsPONSIBIUTIF5 Th•ThariArt2O11 requirethetruSteestopreparÈlinanrBl8tsmentsforeaChfinancialIwhCh givèatr¥eandfair%iew ofthe ststeof affa1rndthetfLtaYj ofthe$uTplvsofthetnthfcYth&i permxl.ln Ppann9 thrtseffftarfkilstatwnentsthetru5tee5are requm seCt 5urtab1eaccntin9 PdS and appthern Cc$i4telIt Makejudgemeilts and éSUfflate3 thatare reasor)able aiid prudent PrepalInancIalSteMents onihe 90ing concem basi4 i¢InaPp¢OPaietOpre5umelhatlhefNtstlll coknnueMI Thètru$tee5are re5ponsibleforkeeping prOperattntI9 reCd3. WhIchdl0$ewith a$OrAblE4ccurOcYklanyt1rnethe Financial PtsSitionof 1hetmst.Theyarealso$pOn5ibkfOrs•le9arding theasseis Df thetrust and h¢n¢efDrtakin9 reasonable51ep3forthe preventi ènd detecti offraud and otherirregi1larit. Apprrd bytheTru$tees wtht.......... Q14l£TH CotPQ-Q 9Th CtIrbehaw by ...................................................................... Signaturè..
INDEPENDENT EXAMINER'S REPORT ON THE ACCOUNTS
Report to the trustees of Katherine Rutherford's Sunshine Glioblastoma Foundation on the accounts for the year ended 31st May 2024 set out on pages 7 to 9.
RESPECTIVE RESPONSIBILITIES OF TRUSTEES AND EXAMINER
The charity's trustees consider that an audit is not required for this year (under section 144 (2) of the Charities Act 2011 (the Act)) and that an independent examination is needed.
It is my responsibility to:
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examine the accounts (under section 145 of the Act),
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to follow the procedures laid down in the General Directions given by the Charity Commission (under section 145 (5) (b) of the Act), and
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state whether particular matters have come to my attention.
BASIS OF INDEPENDENT EXAMINER'S STATEMENT
My examination was carried out in accordance with General Directions given by the Charity Commissioners. An examination includes a review of the accounting records kept by the organisation 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 any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is given as to whether the accounts present a 'true and fair view' and the report is limited to those matters set out in the
INDEPENDENT EXAMINER'S STATEMENT
In connection with my examination, no matter has come to my attention:
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(1) which gives me reasonable cause to believe that in any material respect the requirements:
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to keep accounting records in accordance with section 130 of the Act; and
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to prepare accounts which accord with the accounting records and comply with the accounting requirements of the Act have not been met; or
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(2) to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.
..............................................................................................
Lomax Pavey Independent Examiners Ltd Unit 2 The Broadbridge Business Centre Delling Lane Bosham PO18 8NF
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KATHARINE RUTHERFORD'S SUNSHINE GLIOBLASTOMA FOUNDATION
STATEMENT OF RECEIPTS AND PAYMENTS FOR THE YEAR ENDED 31ST MAY 2024
| Notes RECEIPTS Voluntary Receipts 1a TOTAL PAYMENTS Charitable Activities 2a TOTAL NET RECEIPTS/(PAYMENTS) Total Funds Brought Forward TOTAL FUNDS CARRIED FORWARD |
Unrestricted Restricted Total Total Funds Funds 2023/24 2022/23 £ £ £ £ 42,475 - 42,475 5,711 |
|---|---|
| 42,475 - 42,475 5,711 |
|
| 5,922 - 5,922 - |
|
| 5,922 - 5,922 - |
|
| 36,553 - 36,553 5,711 |
|
| 5,711 - 5,711 - |
|
| 42,264 - 42,264 5,711 |
All of the organisation's operations are classed as continuing.
The notes on page 9 form part of these accounts.
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KATHARINE RLrfHERFORD'S sUNsHE ¢XIOBLASTOMA FOVNDATr)N STATEMENT OF ASSETS AND LIABILITES FOR THE YEAR ENDED 31ST MAY 2024 Unre51ricied Fund Rg5tri¢t8d Fur 31.Mar24 31.M•y.23 T4)t•l FuTrd&' Cash 31 bank in hand 41264 41264 4711 42,264 42.2 5.711 U•UiM Independent£Kaminw's Fee 840 420 a40 840 420 UrnAW011518ILinESIN IUIIONYO HNANCIAL5TAT&l8nS CharityLaw require5theTtustwta prep£relinancialststementsforèach linancial>earwluch ¢tynptywith the regukBtis Set( int Chatib¢S kt 2011. The TThtee9 ha eted io take advamage of the prty•755 ihat apptyto small chafttÈs and have pryad a Receipts aDd PaèntsAcC(1fflnd Statement ofAssets ancl Liabllitie5which 6res• C 01 pages 7and 8. ppr(hpd bythoTruSteeson ihe....... .. .. Sigll onth*rbeabY IAQÉTH c[( Signaturw.
KATHARINE RUTHERFORD'S SUNSHINE GLIOBLASTOMA FOUNDATION
NOTES TO THE ACCOUNTS
FOR THE YEAR ENDED 31ST MAY 2024
Basis of preparation:
The accounts have been prepared under the Receipts and Payments basis of accounting as prescribed by the Charity Commission and they meet the appropriate legal requirements.
| 1. RECEIPTS a) Voluntary Receipts Donations and Gifts Income from Prior Periods 2. PAYMENTS a) Charitable Activities Costs of Fundraising Activities Grants to Institutions (Action Medical Research) |
Unrestricted Restricted Total Total Funds Funds 2023/24 2022/23 £ £ £ £ 14,991 - 14,991 5,711 27,484 - 27,484 - |
|---|---|
| 42,475 - 42,475 5,711 |
|
| Unrestricted Restricted Total Total Funds Funds 2023/24 2022/23 £ £ £ £ 922 - 922 - 5,000 - 5,000 - |
|
| 5,922 - 5,922 - |
3. RESTRICTED FUNDS
The charity held no restricted funds during this or the previous financial period.
4. TRUSTEE PAYMENTS
No payments were made to trustees or any persons connected with them during this financial period. No material transaction took place between the organisation and a trustee or any person connected with them.
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