2025-11-30-accounts - Team Charlie

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Trustees' Annual Report for the period

Period start date Period end date Day Month Year Day Month Year From 01 12 2024 To 30 11 2025

Section A Reference and administration details

Charity name Team Charlie

Other names charity is known by

Registered charity number (if any) 1199139

Charity's principal address 8a Linden Avenue

Prestbury, Cheltenham Gloucestershire Postcode GL52 3DP

Names of the charity trustees who manage the charity

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Dates acted if not for whole Name of person (or body) entitled
Trustee name Office (if any)
year to appoint trustee (if any)
1 Claire Brown Chair From May 2022 Charity Governing Document
2 Toni Ilsley Secretary From May 2022 Charity Governing Document
3 Karen Williams Treasurer From May 2022 Charity Governing Document
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Names of the trustees for the charity, if any, (for example, any custodian trustees)

Name Dates acted if not for whole year

March 2012

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Names and addresses of advisers (Optional information)

Type of adviser Name Address

Name of chief executive or names of senior staff members (Optional information)

Section B Structure, governance and management

Description of the charity’s trusts

Constitution

Type of governing document (eg. trust deed, constitution) The charity is foundation CIO How the charity is constituted (eg. trust, association, company) Appointed by a meeting of Trustees Trustee selection methods

(eg. trust, association, company)

(eg. appointed by, elected by)

Additional governance issues (Optional information)

You may choose to include additional information, where relevant, about:

policies and procedures adopted for the induction and training of trustees;
the charity’s organisational structure and any wider network with which the charity works;
relationship with any related parties;
trustees’ consideration of major risks and the system and procedures to manage them.

Section C Objectives and activities

The principal purpose of the charity is to relieve the needs of families and carers of children living in the UK who have been diagnosed with cancer, by offering much needed respite, to create a positive experience, Summary of the objects of the increase physical and mental wellbeing and give the opportunity to make charity set out in its memories. governing document

March 2012

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Set up in memory of 13-year-old Charlie Ilsley who died from a brain tumour in 2020, the charity’s purpose is to support children and their families experiencing the unimaginable ordeal of childhood cancer, through respite.

Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)

The pressure on families caring for a seriously ill child with complex needs is immense. The burden of caring for a child 24/7 and the knowledge that your child will die young can be too much to bear, so having access to regular short breaks is vital to relieve this stress, spend time as a family and do the things that other families do. Research shows that respite not only boosts wellbeing but reduces stress and leads to fewer doctor visits for parents of terminally ill children.

In order to achieve its objective as outlined above, the charity has to date provided direct grants to children and their families, including specialist exercise equipment to support physical rehabilitation and family days out to safari parks and attractions. These grants provided much-needed breaks from the relentless challenges of caring for a seriously ill child. Its beneficiaries have reported improved mental wellbeing, opportunities to feel like a "normal family" again, and relief from treatment-related anxiety.

Additional details of objectives and activities (Optional information)

You may choose to include further statements, where relevant, about:

policy on grantmaking;
policy programme related investment;
contribution made by volunteers.

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Section D Achievements and performance

Summary of the main In 2025, the charity amended its objectives to create more of an impact achievements of the charity and help even more beneficiaries by offering its support to them across during the year the whole of the UK and not just limited to the regions of Berkshire, Oxfordshire and Gloucestershire, as had been the case from when the charity was first established in May 2022. It also amended its objectives to help children with all types of cancer, not just brain, neck and spine tumours, to widen its impact for the benefit of more families affected. The Trustees also agreed on a plan to purchase Charlie’s Retreat, a holiday home at Hoburne Cotswold Holiday Park near Cirencester, to serve as a more tangible tribute to Charlie, and enable the charity to help up to 100 beneficiaries each year, excluding wider beneficiaries such as parents, carers and siblings – considerably more than previous. The benefits will make a significant difference by helping create respite, offering a safe space as well as making memories. In order to raise sufficient funds to cover this, the charity focused even more fervently on its fundraising efforts and grant applications. As a result, it has been very successful, particularly for a charity of its size, securing the following funding in 2025: National Lottery Community Fund (£20,000); Tesco Stronger Starts Fund (£4,500); John Lewis (£1,000); Three UK (£2,000) and £5,000 (Charities Trust). The charity is also immensely grateful to individual donors and the many fundraisers who have raised thousands of pounds for it this past year. In November, the charity placed a deposit for Charlie’s Retreat, which it intends to complete the purchase of in December 2025, at the beginning of the next financial year. It very much looks forward to this new chapter of the charity’s journey, and to welcoming the many, many families who will benefit from its support during their darkest times, when they need it most, in the years to come.

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Section E Financial review

The Trustees have established a Reserves policy, and are satisfied they Brief statement of the have sufficient reserves, together with ongoing income anticipated, to charity’s policy on reserves enable the charity to function over the coming year. This activity includes the purchase of Charlie’s Retreat and all of its associated running, maintenance, admin, marketing and operational costs. Details of any funds materially in deficit

Further financial review details (Optional information)

The charity continues to raise the finds needed in order to carry on its
You may choose to include activities which serve its objectives. No wider public appeal was made for
additional information, where funds during the year.
relevant about:  the charity’s principal The charity’s principal sources of funds (including fundraising) have been
sources of funds (including addressed under Section D - Achievements and performance above.
any fundraising);
how expenditure has The operational day to day running of the charity is carried out on an supported the key objectives entirely voluntary basis by its Trustees, all of whom contribute of the charity; substantially in a volunteer capacity to the achievement of the charity’s
investment policy and objectives, with little or no impact on the charity’s expenditure. This is to ensure as much of its income as possible goes directly to supporting its
objectives including any beneficiaries.
investment policy and objectives including any ethical investment policy adopted.

The financial results for the year are set out in the accompanying financial statements.

Section F Other optional information

Section G Declaration

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signature(s) Full name(s) Claire Brown Position (eg Secretary, Chair, Chair etc) Date 11 January 2026

March 2012

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Team Charlie No. 1199139
Receipts and payments accounts CC16a
For the period 01/12/2024 30/11/2025
To
from
Section A Receipts and payments
Unrestricted Restricted Endowment
Total funds Last year
funds funds funds
to the nearest
to the nearest £ to the nearest £ to the nearest £ to the nearest £
£
A1 Receipts
Donations 3,513 - - 3,513 12,794
Fundraising 4,430 - - 4,430 1,732
Grants 6,650 23,375 - 30,025 11,900
Sundry income 50 - - 50 -
- - - - -
- - - - -
- - - - -
- - - - -
Sub total (Gross income for AR) 14,643 23,375 - 38,018 26,426
A2 Asset and investment sales, (see
table).
- - - -
- - - - -
Sub total - - - - -
Total receipts 14,643 23,375 - 38,018 26,426
A3 Payments
Fundraising costs - - - - 1,078
Beneficiary grants - - - - 550
Marketing 12 - - 12
Office equipment - - - -
Events 490 - - 490 -
Insurance - - - - -
Meetings & Conferences - - - - -
Premises maintenance - - - - -
Printing & stationery - - - - 153
Professional fees 250 - - 250 -
Subscriptions 115 - - 115 -
Rent & service charges - - - - -
Staff training - - - - -
Salaries and NIC - - - - -
Sundry expenses - - - - 711
Travel costs - - - - -
Utilities - - - - -
Sub total [ 867 ] - - 867 2,492
A4 Asset and investment purchases,
(see table)
Deposit - Charlie's Retreat - 2,000 - 2,000
- - - -
Sub total [ - ] 2,000 - 2,000 -
Total payments 867 2,000 - 2,867 2,492
Net of receipts/(payments) 13,776 21,375 - 35,151 23,934
A5 Transfers between funds - - - - -
A6 Cash funds last year end 43,989 - - 43,989 -
Cash funds this year end 57,765 21,375 - 79,140 23,934
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CCXX R1 accounts (SS)

11/01/2026

Section B Statement of assets and liabilities at the end of the period

Categories Signed by one or two trustees on behalf of all the trustees B1 Cash funds B2 Other monetary assets B4 Assets retained for the charity’s own use B5 Liabilities B3 Investment assets	Signature Details Details Current Reserve Details Details *Total cash funds* (agree balances with receipts and payments account(s)) Details	Unrestricted funds Restricted funds to nearest £ to nearest £ - 2,000 55,765 21,375 - - 55,765 23,375 OK OK Unrestricted funds Restricted funds to nearest £ to nearest £ - - - - - - - - - - - - Fund to which asset belongs Cost (optional) - - - - - Fund to which asset belongs Cost (optional) - - - - - - - - - Fund to which liability relates Amount due (optional) - - - - - Print Name Claire Brown	Endowment funds to nearest £ - - -
			-
			OK
			Endowment funds to nearest £ - - - - - - Current value (optional) - - - - - Current value (optional) - - - - - - - - - When due (optional) Date of approval 10.01.26

CCXX R2 accounts (SS)

11/01/2026

(HARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts port to the trustses Team Chadie On accounts for the yea ended 30 November 2025 Charlty no {If any) 11 Set out on pages I report to the trustees on my examination of the accounts of the above charity llhe Trust") for the year ended Responsibilitles and ba$is of report The charivs trustees ar8 responsible for the preparation of the accounts In accordan with the requirements of the Charities Ad 2011 (Ihe Art"). I report in respect of my examination of the Trust's accounts carried out under section 145 of the 2011 Act and in carrying out my examination. I have followed all the applicable Directions given by Ihe Charsty Commission under section 145{5)(b) of the Act. Independent examln•rfs statement I have Gomplètgd my examination. l Confim that no mat8rial matters hav8 come lo my attention in conneGb'on wth the exarnination gives me cause to believe that in. any material respert: • the accounting records were not kèpt In accordance with section 130 of the Charities Act; or . the accounts did not accord with the accounting rewrds" or . the accounts did not comply with the applicable requirements c(yKeming the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a 'true and fair, view which is not a matter considered as part of an independent examination. I have no concems and have come across no other matters in c4)nnection with the examination to vthich attèntion should be dravm in this report in order to enabl8 a proper und8rstanding of the accounts to be readd. Signed: Date: io& 20 Z Name: Mr Paul Herbert Relevant professional quallfi¢alion(s) or body (rf any): Address: