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2025-03-31-accounts

Trustees' Annual Report and Accounts Year End 31 March 2025

1. Reference and Administrative Details

Detail Information Charity Name The Sophie Fitzpatrick Charitable Foundation for Rare Cancers Charity Registration 1205856 Number Principal Office Address Fieldfare, Manor Lane, West Hendred, WANTAGE, Oxfordshire, OX12 8RX Trustees Piers Denne (Chairman & Trustee), Giles Fitzpatrick (Trustee), Benjamin Matthews (Trustee & Secretary), Mungo Matthews (Trustee & Finance Director) Independent Examiner Buffery & Co Ltd, Chiltern House, 45 Station Road, Henley on Thames, Oxfordshire, RG9 1AT Bankers Lloyds Business Banking, Registered Office: 25 Gresham Street, London, EC2V 7HN

2. Structure, Governance and Management

Constitution

For the relief of sickness and the preservation and protection of health of people with forms of rare cancer, particularly, but not exclusively, appendiceal cancer by:

Trustee Recruitment and Appointment

New Trustees are appointed as required by the existing trustees as part of regular Charity meetings and AGM’s. The Charity is committed to maintaining a balance of skills and experience among its Trustees to ensure effective governance.

Organisational Structure

The Charity is managed by the Board of Trustees, who meet monthly to set the strategy and review operational performance. The Charity's responsibilities and day-to-day operations are shared across the trustees.

3. Objectives and Activities

Charitable Purposes:

“To help people who have been diagnosed with a rare cancer”

The Sophie Fitzpatrick Charitable Foundation for Rare Cancers is here to support people who have been diagnosed with a rare cancer, especially with cancer of the appendix or goblet cell carcinoma, like Sophie. This cancer is so rare that the number of cases in the UK are undocumented and at the moment only 1,000 people in the USA are diagnosed with it out of a population of 341 million people So there is little support and few resources to help – our aim is to change this.

Objectives

The Trustees confirm that they have referred to the guidance contained in the Charity Commission’s general guidance on public benefit when reviewing the Charity’s aims and objectives and in planning future activities.

As this was the Charity’s first full year in operation a large proportion of the time has been on building a support network and better understanding the existing landscape of Charity’s supporting Rare Cancers in the UK.

With regards to the two stated focus areas for the Charity, in the 2024/2025 financial year, the Charity carried out the following activities to meet its purposes:

  1. Providing information resources for patients, and their families about available treatments, clinical trials and the location of cancer specialists in the UK

  2. a. Exploration of potential partnerships with existing platforms on how we can leverage their existing efforts to further support patients suffering from Rare Cancers.

  3. Grant giving to research projects and patients.

  4. a. Exploration of potential partnerships with hospitals to better understand rare cancers and identify improved treatment for patients (see key achievements).

  5. b. Research into how the Charity can further support people facing rare cancers

  6. Fundraising

  7. a. Continue efforts to raise money for the Charity across individual events, corporate funding and annual events hosted by the Charity.

4. Achievements and Performance (Year in Review: 2025/2026)

This section highlights the positive impact of our work and the difference we made to our beneficiaries in our first full year of operations.

Key Achievements

behaviour of these cancers, the effectiveness of different treatments, and the side effects experienced by this unique patient group.

Reporting on Public Benefit

The most significant impact of our work was funding research into the CLarity biobank project that aims to better understand the trends in risk factors leading to early onset of Gastrointestinal (GI) cancers to help with prevention, early detection and more precise treatment . We believe our activities provide clear public benefit by supporting the research into rare GI cancers and supporting patients with the detection and treatment of such cancers. The Charity has also begun exploration into how we can directly provide support and funding to cancer patients with travel grants to ensure they are able to access the necessary treatments and ensure patients from all economic-socio backgrounds can access the required treatment in their battles.

5. Financial Review

Principal Funding Sources

The Charity's principal sources of funding during the year were individual fundraising (e.g. through Just Giving), our annual Charity ball and corporate donations.

Going Concern

The Trustees have reviewed the financial position of the Charity, including its assets, liabilities, and reserves, and are satisfied that the Charity remains a going concern and can continue to meet its obligations as they fall due for at least the next twelve months.

6. Financial Summary (Receipts and Payments Basis)

Note: This is a summary of the accounts required for the Trustees' Report. The full Receipts and Payments Account and Statement of Assets and Liabilities are attached separately.

The Charities Financial period start date: 22/11/2023 & Financial period end date: 31/03/2025.

Statement of financial activities

for the year ended March 2025

Incoming Resources
Donations
Fundraising Events
Income received from investment
portfolio
Total incoming resources
Resources expended
Donations
Events Costs
Office and IT
Accountancy and Administration
Total resources expended
Net incoming/(outgoing) resources
Net realised reserves brought
forward
Realised loss on investments
Net realised reserves carried forward
Period from November
2023 to Year Ended March
2025
£
38,328
64,206
543
103,077
15,000
4,448
2,085
0
21,533
81,544
27,818
0
109,362

Balance sheet as at 31 March 2025

Current Assets
Cash at bank
Investment Portfolio
Current Liabilities
Loan from Trustees
Accrued Expenses
Net Current Assets (Liabilitiy)
Financed by
Realised Reserves
Surplus/(Deficit) for period
Surplus/(Deficit) b/fwd
Realised Reserves
Unrealsied Reserves
Surplus/(Deficit) for period
Surplus/(Deficit)
Unrealsied Reserces
Total Reserves
- 31 March 2025
£
3,617
105,745
0
0
- 0
0
109,362
81,544
27,818
109,362
-
-
-
-
109,362

Declaration and Approval

The Trustees declare that they have approved the Trustees' Annual Report set out above.

Signed on behalf of the Charity's Trustees:

Signature:

Full Name: Piers Henry David Denne

Position: Chairman

Date: 31/01/2026

Trustees' Annual Report and Accounts Year End 31 March 2025

1. Reference and Administrative Details

Detail Information Charity Name The Sophie Fitzpatrick Charitable Foundation for Rare Cancers Charity Registration 1205856 Number Principal Office Address Fieldfare, Manor Lane, West Hendred, WANTAGE, Oxfordshire, OX12 8RX Trustees Piers Denne (Chairman & Trustee), Giles Fitzpatrick (Trustee), Benjamin Matthews (Trustee & Secretary), Mungo Matthews (Trustee & Finance Director) Independent Examiner Buffery & Co Ltd, Chiltern House, 45 Station Road, Henley on Thames, Oxfordshire, RG9 1AT Bankers Lloyds Business Banking, Registered Office: 25 Gresham Street, London, EC2V 7HN

2. Structure, Governance and Management

Constitution

For the relief of sickness and the preservation and protection of health of people with forms of rare cancer, particularly, but not exclusively, appendiceal cancer by:

Trustee Recruitment and Appointment

New Trustees are appointed as required by the existing trustees as part of regular Charity meetings and AGM’s. The Charity is committed to maintaining a balance of skills and experience among its Trustees to ensure effective governance.

Organisational Structure

The Charity is managed by the Board of Trustees, who meet monthly to set the strategy and review operational performance. The Charity's responsibilities and day-to-day operations are shared across the trustees.

3. Objectives and Activities

Charitable Purposes:

“To help people who have been diagnosed with a rare cancer”

The Sophie Fitzpatrick Charitable Foundation for Rare Cancers is here to support people who have been diagnosed with a rare cancer, especially with cancer of the appendix or goblet cell carcinoma, like Sophie. This cancer is so rare that the number of cases in the UK are undocumented and at the moment only 1,000 people in the USA are diagnosed with it out of a population of 341 million people So there is little support and few resources to help – our aim is to change this.

Objectives

The Trustees confirm that they have referred to the guidance contained in the Charity Commission’s general guidance on public benefit when reviewing the Charity’s aims and objectives and in planning future activities.

As this was the Charity’s first full year in operation a large proportion of the time has been on building a support network and better understanding the existing landscape of Charity’s supporting Rare Cancers in the UK.

With regards to the two stated focus areas for the Charity, in the 2024/2025 financial year, the Charity carried out the following activities to meet its purposes:

  1. Providing information resources for patients, and their families about available treatments, clinical trials and the location of cancer specialists in the UK

  2. a. Exploration of potential partnerships with existing platforms on how we can leverage their existing efforts to further support patients suffering from Rare Cancers.

  3. Grant giving to research projects and patients.

  4. a. Exploration of potential partnerships with hospitals to better understand rare cancers and identify improved treatment for patients (see key achievements).

  5. b. Research into how the Charity can further support people facing rare cancers

  6. Fundraising

  7. a. Continue efforts to raise money for the Charity across individual events, corporate funding and annual events hosted by the Charity.

4. Achievements and Performance (Year in Review: 2025/2026)

This section highlights the positive impact of our work and the difference we made to our beneficiaries in our first full year of operations.

Key Achievements

behaviour of these cancers, the effectiveness of different treatments, and the side effects experienced by this unique patient group.

Reporting on Public Benefit

The most significant impact of our work was funding research into the CLarity biobank project that aims to better understand the trends in risk factors leading to early onset of Gastrointestinal (GI) cancers to help with prevention, early detection and more precise treatment . We believe our activities provide clear public benefit by supporting the research into rare GI cancers and supporting patients with the detection and treatment of such cancers. The Charity has also begun exploration into how we can directly provide support and funding to cancer patients with travel grants to ensure they are able to access the necessary treatments and ensure patients from all economic-socio backgrounds can access the required treatment in their battles.

5. Financial Review

Principal Funding Sources

The Charity's principal sources of funding during the year were individual fundraising (e.g. through Just Giving), our annual Charity ball and corporate donations.

Going Concern

The Trustees have reviewed the financial position of the Charity, including its assets, liabilities, and reserves, and are satisfied that the Charity remains a going concern and can continue to meet its obligations as they fall due for at least the next twelve months.

6. Financial Summary (Receipts and Payments Basis)

Note: This is a summary of the accounts required for the Trustees' Report. The full Receipts and Payments Account and Statement of Assets and Liabilities are attached separately.

The Charities Financial period start date: 22/11/2023 & Financial period end date: 31/03/2025.

Statement of financial activities

for the year ended March 2025

Incoming Resources
Donations
Fundraising Events
Income received from investment
portfolio
Total incoming resources
Resources expended
Donations
Events Costs
Office and IT
Accountancy and Administration
Total resources expended
Net incoming/(outgoing) resources
Net realised reserves brought
forward
Realised loss on investments
Net realised reserves carried forward
Period from November
2023 to Year Ended March
2025
£
38,328
64,206
543
103,077
15,000
4,448
2,085
0
21,533
81,544
27,818
0
109,362

Balance sheet as at 31 March 2025

Current Assets
Cash at bank
Investment Portfolio
Current Liabilities
Loan from Trustees
Accrued Expenses
Net Current Assets (Liabilitiy)
Financed by
Realised Reserves
Surplus/(Deficit) for period
Surplus/(Deficit) b/fwd
Realised Reserves
Unrealsied Reserves
Surplus/(Deficit) for period
Surplus/(Deficit)
Unrealsied Reserces
Total Reserves
- 31 March 2025
£
3,617
105,745
0
0
- 0
0
109,362
81,544
27,818
109,362
-
-
-
-
109,362

Declaration and Approval

The Trustees declare that they have approved the Trustees' Annual Report set out above.

Signed on behalf of the Charity's Trustees:

Signature:

Full Name: Piers Henry David Denne

Position: Chairman

Date: 31/01/2026

Independent examiner’s report

on the Accounts of the Sophie Fitzpatrick Charitable Foundation for the period ended 31 March 2025

I report to the trustees of the Sophie Fitzpatrick Charitable Foundation (charity number: 1205856) on the accounts for the period ended 31 March 2025 set out in this report.

The charity's trustees are responsible for the preparation of the accounts. The charity’s trustees consider that an audit is not required for this period under section 144 of the Charities Act 2011 (the Charities Act) and that an independent examination is needed.

It is my responsibility to:

My examination was carried out in accordance with general Directions given by the Charity Commission. 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 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 statement below.

In connection with my examination, no matter has come to my attention

  1. which gives me reasonable cause to believe that in, any material respect, the requirements:

  2. to keep accounting records in accordance with section 130 of the Charities Act; and

  3. to prepare accounts which accord with the accounting records and comply with the accounting requirements of the Charities Act have not been met; or

  4. to which, in my opinion, attention should be drawn to enable a proper understanding of the accounts to be reached.

Mark Buffery FCA

Buffery & Co Ltd Chiltern House 45 Station Road Henley on Thames RG9 1AT 30 January 2026